Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
THE BANK OF CLARKE COUNTY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)2 E MAIN ST
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BERRYVILLE, VA22611
A Employer identification number

86-3570714
B Telephone number (see instructions)

(800) 650-8723
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$2,261J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 317,416
2 Check right arrow.............
3 Interest on savings and temporary cash investments 359 359  
4 Dividends and interest from securities...      
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 317,775 359  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
2,250 0   0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
10 0   0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
51,723 0   51,723
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications.......... 833 0   833
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
21,134 0   21,134
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 75,950 0   73,690
25 Contributions, gifts, grants paid....... 265,168 265,168
26 Total expenses and disbursements. Add lines 24 and 25 341,118 0   338,858
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -23,343
b Net investment income (if negative, enter -0-) 359
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 25,604 2,261 2,261
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 25,604 2,261 2,261
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 25,604 2,261
29 Total net assets or fund balances (see instructions)..... 25,604 2,261
30 Total liabilities and net assets/fund balances (see instructions). 25,604 2,261
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
25,604
2
Enter amount from Part I, line 27a .....................
2
-23,343
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
2,261
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,261
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1a
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2  
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 5
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 5
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 5
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 0
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 5
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowVA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowKATHLEEN CHAPPELL Telephone no.right arrow (540) 955-5226

Located atright arrow2 E MAIN STBERRYVILLEVA ZIP+4right arrow22611
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
JOHN HUDSON PRESIDENT, DIRECTOR
0.00 		0 0 0
2 E MAIN ST
BERRYVILLE,VA22611
BRANDON LOREY DIRECTOR
0.00 		0 0 0
2 E MAIN ST
BERRYVILLE,VA22611
KATHLEEN CHAPPELL TREASURER, DIRECTOR
0.00 		0 0 0
2 E MAIN ST
BERRYVILLE,VA22611
MARY BRUCE GLAIZE DIRECTOR
0.00 		0 0 0
2 E MAIN ST
BERRYVILLE,VA22611
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1 SHENANDOAH APPLE BLOSSOM FESTIVAL 18,750
2 TIMBER RIDGE SCHOOL 10,000
3 VBA EDU FOUNDATION 10,000
4 DISCOVERY MUSEUM 35,000
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
0
b
Average of monthly cash balances.......................
1b
43,719
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
43,719
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
43,719
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
656
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
43,063
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
2,153
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
2,153
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
5
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
5
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,148
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
2,148
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
2,148
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
338,858
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
338,858
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 2,148
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021...... 212,034
e From 2022...... 271,274
f Total of lines 3a through e ........ 483,308
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 338,858
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 2,148
e Remaining amount distributed out of corpus 336,710
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 820,018
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		820,018
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021.... 212,034
d Excess from 2022.... 271,274
e Excess from 2023.... 336,710
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

MIDDLETOWN VOLUNTEER FIRE

7855 MAIN STREET
MIDDLETOWN,VA22645 		  501(C)3 2023 DOOR PRIZE ANNUAL AWARDS BANQUET 500

TIMBER RIDGE SCHOOL

PO BOX 3160
WINCHESTER,VA22604 		  501(C)3 2023 DONATION/CAREER/TECH EDU CENTER CHAIRMANS SOCIETY/PRESENTING SPONSOR, YEAR 4 OF 5 10,000

RENAISSANCE MONTESSORI

PO BOX 130
NOKESVILLE,VA20182 		  501(C)3 2023 GOLD SPONSORSHIP/MARDIS GRAS TO RAISE $ FOR FINANCIAL AIDE 2,500

AIDS RESPONSE EFFORT

124 W PICCADILLY ST
WINCHESTER,VA22601 		  501(C)3 FUNDRAISING EVENT SPONSOR ANNUAL MARDI GRAS EVENT 1,500

BABY BUZZ

PO BOX 195
WINCHESTER,VA22601 		  501(C)3 PRE-BIRTH TO 3YO WITH SUPPORT TO COMMUNITY AND EDUCATIONAL RESOURCES. FUNDS TO SUPPORT HOSTING EVENT ON 9/16 AT JIM BARNETT PARK PARENTING EVENT 250

BLUE RIDGE HUNT

PO BOX 96
BOYCE,VA22620 		  501(C)3 SPONSOR 14TH ANNUAL CLAY SHOOT EVENT SPORTING CLAY FUN SHOOT 750

BLUEMONT CITIZENS ASSOCTATION

PO BOX 362
BLUEMONT,VA20135 		  501(C)3 SPONSOR VVOL 4, 1 YEAR OF 4 EDTS OF BLUEMONT BUGLE 740

CLARKE COUNTY EDUCATION FOUNDATION

PO BOX 1252
BERRYVILLE,VA22611 		  501(C)3 GALA SPONSOR ON 3/17/23 10,000

CLARKE COUNTY HISTORICAL ASSOCIATION

PO BOX 306
BERRYVILLE,VA22611 		  501(C)3 PRINTING AND PUBLISHING COST ASSISTANCE 2,000

CLARKE COUNTY YOUTH FOOTBALL LEAGUE

PO BOX 967
BERRYVILLE,VA22611 		  501(C)3 FINANCIAL ASSISTANCE TO REPLACE HELMETS 1,000

DISCOVERY MUSEUM

19 W CORK ST
WINCHESTER,VA22601 		  501(C)3 ONGOING PROGRAM SPONSOR 35,000

FAMILIES REACHING OUT GROUP

200 N BRADDOCK ST
WINCHESTER,VA22601 		  501(C)3 SPONSOR 1ST ANNUAL FROGGYS BENEFIT GOLF TOURN 250

FC SPORTS INCORPORATED

37307 E RICHARDSON LN
PURCELLVILLE,VA22620 		  501(C)3 HOLE IN ONE SPONSOR 500

FREDERICK COUNTY AMERICAN LITTLE LEAGUE

PO BOX 2412
WINCHESTER,VA22604 		  501(C)3 UNIFORMS 300

FREDERICK COUNTY MIDDLE SCHOOL

4661 N FREDERICK PK
WINCHESTER,VA22601 		  501(C)3 LACE UP FOR LEARNING 5K - RAISE FUNDING FOR THE COUNTY SCHOOLS. EVENT ON 4/22/23 AT FCMS. 500

FREDERICK COUNTY MS PTO

4661 N FREDERICK PK
WINCHESTER,VA22601 		  501(C)3 8TH GRADE FORMAL DANCE SPONSORSHIP 250

FRENCH AND INDIAN WAR FOUNDATION

PO BOX 751
WINCHESTER,VA26014 		  501(C)3 GRANT FOR CELL PHONE TOUR 360

GLASS-GLEN BURNIE OR MUSEUM OF THE SHEN VALLEY

901 AMHERST ST
WINCHESTER,VA22601 		  501(C)3 GRANTS TO COVER EXPENSES TO BRING SEAN KENNEYS EXHIBIT LEGO TO THE GARDENS 500

HEROES OF THE RIVER

PO BOX 1678
WINCHESTER,VA22604 		  501(C)3 BACKPACK SPONSORSHIP 1,500

ITALIA PERFORMING ARTS INSTITUTE

3031 VALLEY AVE UNIT 108
WINCHESTER,VA22601 		  501(C)3 SPONSORSHIP FOR GRANT OPPORTUNITIES ASSIST TO COVER PROJECT EXPENSES FOR DANCERS 250

JHHS DECA

425 HANDLEY BLVD
WINCHESTER,VA22601 		  501(C)3 STUDENT MARKETING ORGANIZATION 200

KNIGHTS OF COLUMBUS

PO BOX 115
WINCHESTER,VA22601 		  501(C)3 GOLF CLASSIC SPONSOR AT LOCAL HIGH SCHOOLS 250

LOVE TO NIC

570 ADAMS RD
WINCHESTER,VA22603 		  501(C)3 ASSIST IN PROVIDING LOCAL HOMELESS WITH JACKETS, BOOTS, THERMALS, ETC GENERAL DONATION FOR ASSISTANCE 250

MAIN STREET CHAMBER ORCHESTRA

100 W MAIN ST 3
BERRYVILLE,VA22611 		  501(C)3 SUPPORT FOR 5/13/23 CONCERT AT GRACE EPISCOPAL 250

NOVAPAC

960 SYCOLIN RD SE
LEESBURG,VA20132 		  501(C)3 MONETARY DONATION FOR DANCE SCOLARSHIPS 250

ROTARY - GAINESVILLEHAYMARKET OF WARRENTON

PO BOX 90
HAYMARKET,VA20168 		  501(C)3 PICKLEBALL FUNDRASIER FOR KIDS, SWAG BAG SPONSOR ON 3/5/23 1,500

SHERANDO BAND BOOSTERS

185 S WARRIOR DR
STEPHENS CITY,VA22655 		  501(C)3 SPONSOR FOR FIRST INDOOR PERCUSSOIN WINTER GUARD CONTEST 250

SV YOUTH LACROSSE

150 LONGMARSH RD
BERRYVILLE,VA22611 		  501(C)3 SPONSORSHIP FOR THE TRAILBLAZERS TEAM 6-8TH GRADERS 250

VALLEY BIBLE CHURCH

578 DOUBLE CHURCH RD
STEPHENS CITY,VA22655 		  501(C)3 SPONSOR TO UNDERWIRETE AND HELP OFFSET COSTS OF THE EVENIGN IN THE ROUND & PROMISEDLAND QUARTET FOR THE 4TH ANNUAL FAITH LOVE LAUGHTER CONCERT. 1,000

COMPASSIONATE CARE ALS

PO BOX 1052
WEST FALMOUTH,ME02574 		  501(C)3 ARTSCAPE 1600 MILE BICYCLE JOURNEY 2,500

SHENANDOAH APPLE BLOSSOM FESTIVAL

135 N CAMERON ST
WINCHESTER,VA22601 		  501(C)3 VARIOUS 18,750

BACKPACK BUDDIES

PO BOX 582
LEESBURG,VA20178 		  501(C)3 SUPPLIES FOR CHILDREN 5,000

BARNS AT ROSE HILL

PO BOX 738
BERRYVILLE,VA22611 		  501(C)3 ART OR MUSIC PROGRAM CONCERT SERIES 1,500

KATIE TEETS BRADSHAW HOUSE INC

2400 VALLEY ST STE 2
WINCHESTER,VA22601 		  501(C)3 FOR KTBH, TO BE GIVEN AT BRAR AWARDS BY CINDI TRENARY 2,500

CC PARKS & RECS

225 AL SMITH CIR
BERRYVILLE,VA22611 		  501(C)3 SUMMER CONCERT SERIES 700

CLARKE COUNTY FARMER'S MARKET

PO BOX 1266
BERRYVILLE,VA22611 		  501(C)3 COSTS OF RUNNING FARMER'S MARKET 750

FREMONT STREET NURSERY

533 FREMONT ST
WINCHESTER,VA22601 		  501(C)3 SCHOLARSHIPS 2,500

JOSEPHIN SCHOOL MUSEUM JUNETEENTH

PO BOX 423
BERRYVILLE,VA22611 		  501(C)3 CELEBRATION EXPENSES 2,500

LOUDOUN FREE CLINIC

224A CORNWALL ST NW
LEESBURG,VA20176 		  501(C)3 PATIENT ASSISTANCE 2,500

LOUDOUN LAURELS

110 E MARKET ST STE 103
LEESBURG,VA20176 		  501(C)3 SCHOLARSHIPS 2,500

LOUDOUN THERAPEUTIC RIDING

14490 BERLIN TPKE
LOVETTSVILLE,VA20189 		  501(C)3 HORSE UPKEEP, STUDENT SCHOLARSHIPS 75

MULEY FANATIC ORGANIZATION

117 GROSBEAK CT LAKE
FREDERICK,VA22630 		  501(C)3 FUNDRAISING DINNER 500

NAT'L HUMANE EDUCATION SOCIETY

3731 BERRYVILLE PK
CHARLES TOWN,WV25414 		  501(C)3 MARATHON SPONSORSHIP 150

NEWTOWN HERITAGE FESTIVAL

PPO BOX 250
STEPHENS CITY,VA22655 		  501(C)3 ANNUAL EVENT 100

THE PIEDMONT ENVIRONMENTAL COUNCIL

PO BOX 460
WARRENTON,VA20188 		  501(C)3 SUPPORT FARM OPERATIONS 500

RESPONSE INC

PO BOX 287
WOODSTOCK,VA22664 		  501(C)3 FASHION SHOW - DOMESTIC VIOLENCE 300

WINCHESTER ROTARY FOUNDATION

PO BOX 228
WINCHESTER,VA22604 		  501(C)3 COST OF RUNNING MEETING 500

SHENANDOAH ARTS COUNCIL

530 AMHERST ST
WINCHESTER,VA22601 		  501(C)3 ARTSCAPE IN DOWNTOWN WINCHESTER 495

SINCLAIR

165 N LOUDOUN ST
WINCHESTER,VA22601 		  501(C)3 SUPPORT FREE CLINIC 5,000

SV YOUTH LACROSSE

505 LEWIS ST
FRONT ROYAL,VA22630 		  501(C)3 ADVERTISING COSTS 50

TEENS

129 YOUTH DEVELOPMENT CRT
WINCHESTER,VA22602 		  501(C)3 GREENHOUSE UPKEEP 100

VIRGINIA TECH FRUIT TREE EXTENSION

TREASURER VIRGINIA TECH VIRGINIA
COOPERATIVE EXTENSION FREDERICK COU
WINCHESTER,VA22601 		  501(C)3 MEETINGS AND ACTIVITIES 100

WESTERN LOUDOUN GIRLS SOFTBALL ASSOC

PO BOX 2816
PURCELLVILLE,VA20134 		  501(C)3 COST OF RUNNING LEAGUE 750

STEPHENS CITY CHIEFS

140 CEDAR MOUNTAIN DR
STEPHENS CITY,VA22655 		  501(C)3 TEAM SPONSORSHIP 500

VOCE

344 MAPLE AVE 184
VIENNA,VA22180 		  501(C)3 SING FOR YOUR SUPPER EVENT 125

SAVVY GIVING BY DESIGN

105 MATE CT
WINCHESTER,VA22602 		  501(C)3 REDECO FOR FAMILIES WITH SICK CHILDREN 1,000

ROUND HILL AT

PO BOX 135
ROUND HILL,VA20141 		  501(C)3 APPALACHIAN TRAIL FESTIVAL 500

HOMETOWN HEROES BANNER

DR 140
WINCHESTER,VA22601 		  501(C)3 BANNERS - SEE EMAIL FROM DEBRA HEROES BANNERS ON POLES AROUND WINCHESTER 500

ENDERS VOLUNTEER FIRE CO

9 S BUCKMARSH ST
BERRYVILLE,VA22611 		  501(C)3 GOLF TOURNAMENT MEAL SPONSOR 1,500

CHEERS SCHOOLS FAMILY

1065 W MAIN ST
BERRYVILLE,VA22611 		  501(C)3 REPAIR WORK ON STRUCTURES 1,000

GLENWOOD LIVESTOCK EXPEDITION

34072 JOHN MOSBY HWY
UPPERVILLE,VA20184 		  501(C)3 AD IN SHOW 50

FCEF

PO BOX 3887
WINCHESTER,VA22604 		  501(C)3 MURDER MYSTERY - ED PROGRAM COSTS 2,500

LONG BRANCH HISTORIC HOUSE AND FARM

PO BOX 241
MILLWOOD,VA22646 		  501(C)3 FOR SIGN/EASTER EGG HUNT 100

PURCELLVILLE CANNONS BASEBALL

PO BOX 114
PURCELLVILLE,VA20132 		  501(C)3 TEAM EXPENSES 250

SHENANDOAH VALLEY SCHOLARS LATINO INITIATIVE INC

808 VIRGINIA AVE
HARRISONBURG,VA22802 		  501(C)3 SCHOLARSHIPS FOR LATINX STUDENTS 2,000

KIWANIS CLUB OF WINCHESTER

PO BOX 2591
WINCHESTER,VA22604 		  501(C)3 PANCAKE BREAKFAST 410

WINC ROYALS

PO BOX 25485
WINCHESTER,VA22604 		  501(C)3 SEASON SPONSORSHIP ANNUAL SPONSORSHIP / OUTER FENCE SIGN 3X3 800

RURITAN OF CC

890 W MAIN STREET PO BOX 1167
BERRYVILLE,VA22611 		  501(C)3 EXHIBITION EXPENSES 1,000

BR WILDLIFE CENTER

106 ISLAND FARM LN
BOYCE,VA22620 		  501(C)3 GALA SPONSORSHIP 2,500

OHANA PRESERVATION FOUNDATION

24282 JAMES MONROE HWY
COLONIAL BEACH,VA22443 		  501(C)3 REPLACE DESTROYED GREENHOUSE 1,000

FAIRWAYS FOR YOUTH

163 WIDENER DR
WINCHESTER,VA22603 		  501(C)3 AUTISM AWARENESS 300

SPCA

111 FEATHERBED LN
WINCHESTER,VA22601 		  501(C)3 ANIMALS CHARITY BRUNCH 500

APPLE VALLEY NEEDLE THREADERS

PO BOX 294
BERRYVILLE,VA22611 		  501(C)3 QUILT SHOW 150

WINCHESTER AREA TEMPORARY TRANSITIONAL SHELTER

PO BOX 2936
WINCHESTER,VA22604 		  501(C)3 CONYWALK FOR WATTS 261

AMERICAN FOUNDATION FOR SUICIDE PREVENTION

199 WATER ST
NEW YORK,NY10038 		  501(C)3 SUICIDE PREVENTION WALK 500

RURITAN

PO BOX 155
CROSS JUNCTION,VA22625 		  501(C)3 APPRECIATION DINNER TO TEACHERS AND STAFF AT 3 ELEMENTARY SCHOOLS (LOCAL) 100

BLUE RIDGE YOUTH SOCCER ASSOC INC-BRYSA

PO BOX 2865
WINCHESTER,VA22604 		  501(C)3 MAINTAIN AFFORDABILITY FOR THE 1700+ ATHLETES IN BRYSA PROGRAM 150

CLARKE COUNTY YOUTH CHEER LEAGUE-CC CHEER

102 GREENWOOD AVE
WINCHESTER,VA22602 		  501(C)3 SPONSORSHIP FOR CHEER TEAM DUE TO PARTING WAYS WITH FOOTBAL JOINT PARTNERSHIP 1,000

SHENANDOAH AREA COUNCIL BOY SCOUTS-BOY SCOUTS

107 YOUTH DEVELOPMENT CT
WINCHESTER,VA22602 		  501(C)3 HOLE SPONSOR FOR GOFL TOURNAMENT 150

SHENANDOAH UNIVERSITY-SU LEGACY GOLF

1460 UNIVERSITY DR
WINCHESTER,VA22601 		  501(C)3 GOLF TOURNAMENT SPONSOR 1,000

VBA EDUATION FOUNDATION

4490 COX RD
GLEN ALLEN,VA23060 		  501(C)3 BANKING FELLOWS SPONSOR 10,000

BLUE RIDGE HUNT CLUB-BR HUNT

PO BOX 96
BOYCE,VA22620 		  501(C)3 CLAY SHOOT SPONSOR 1,000

LOUDOUN CARES

PO BOX 83
LEESBURG,VA20178 		  501(C)3 FUNDING FOR LOW INCOME RESIDENTS 5,000

THE BARNS OF ROSE HILL

PO BOX 738
BERRYVILLE,VA22611 		  501(C)3 ANNUAL GALA 1,000

FOUNDATION OF THE STATE ARBORETUM

400 BLANDY FARM LN
BOYCE,VA22620 		  501(C)3 ANNUAL GARDEN FAIR 2,000

RE AYLOR MIDDLE SCHOOL FBLA

471 WHITE OAK RD
STEPHENS CITY,VA22655 		  501(C)3 ANNUAL COLOR RUN/WALK 250

2 FOR 2 FOUNDATION INC

PO BOX 1908
WINCHESTER,VA22604 		  501(C)3 KIDS WATER ACTIVITES 1,000

UNITED WAY OF NORTHERN SHENANDOAH VALLEY-PROJECT CONNECT

329 N CAMERON ST
WINCHESTER,VA22601 		  501(C)3 PROJECT CONNECT 500

FRIENDS OF THE BLUE RIDGE MOUNTAINS-2023 DONATION

PO BOX 1002
PURCELLVILLE,VA20134 		  501(C)3 DONATION/ NEWSLETTER SPONSOR 1,200

FRIENDS OF HOMELESS ANIMALS

39710 GOODPUPPY LN
ALDIE,VA20105 		  501(C)3 SWIM LESSON FOR CHILDREN 3 - 18 YEARS OLD 100

ADULT CARE CENTER OF NSV

411 N CAMERON ST STE 100
WINCHESTER,VA22601 		  501(C)3 ANNUAL LUNCH N BID EVENT 250

GIRLS ON THE RUN NOVA

10301 DEMOCRACY LN STE 100
FAIRFAX,VA22030 		  501(C)3 5K EVENT 500

LOUDOUN COUNTY FAIR

PO BOX 4100
LEESBURG,VA20177 		  501(C)3 LIVESTOCK AUCTION 750

BERRYVILLE MAIN STREET-BV MAIN

109 W MAIN ST
BERRYVILLE,VA22611 		  501(C)3 SPONSORSHIP FOR NUMEROUS EVENTS VS SPONSORING INDIVIDUAL EVENTS 3,500

RE AYLOR PTSO

471 WHITE OAK RD
STEPHENS CITY,VA22655 		  501(C)3 FEED APPROX. 100 STAFF MEMBERS BREAKFAST 325

THE STERLING FOUNDATION

PO BOX 1036
STERLING,VA20167 		  501(C)3 MOW AND EDGE A 3 MILE STRIP ALONG STERLING BLVD., WE RECEIVED A SIGN SHOWING OUR SPONSORSHIP 1,350

MILLBROOK HIGH SCHOOL

251 FIRST WOODS DR
WINCHESTER,VA22603 		  501(C)3 TRAVEL COSTS FOR DECA NATIONAL CONFERENCE IN ORLANDO, FL 500

WINDY HILL FOUNDATION INC

PO BOX 1593
MIDDLEBURG,VA20118 		  501(C)3 OFFER SUPPORT FOR LOW INCOME FAMILIES & OLDER ADULTS 2,500

KEVIN RILEY FOUNDATION OF HOPE

118 DIXIE BELLE DR
WINCHESTER,VA22602 		  501(C)3 PROVIDE SCHOOL SUPPLIES & BOOK BAGS 500

WEST VIRGINIA UNIVERSITY MEDICAL

121 ADMINISTRATIVE DR
MARTINSBURG,WV25404 		  501(C)3 TEE SPONSOR FOR GOLF TOURNAMENT 250

FREDERICK COUNTY

107 N KENT ST
WINCHESTER,VA22601 		  501(C)3 BENCH AT BOWMAN LIBRARY 900

OUR HEALTH INC

329 N CAMERON ST
WINCHESTER,VA22601 		  501(C)3 GOLF CART SPONSOR 750

MILLWOOD COMMUNITY ASSOCIATION

PO BOX 227
MILLWOOD,VA22646 		  501(C)3 COMMUNITY PICNIC, HELD FOR 3 DECADES 500

C-CAP

112 S KENT ST
WINCHESTER,VA22601 		  501(C)3 BUILDING RENOVATIONS 2,000

BLUEMONT CITIZENS ASSOCIATION

PO BOX 362
BLUEMONT,VA20135 		  501(C)3 SPONSORSHIP TOWARD ANNUAL MAGAZINES 740

SHERANDO HIGH SCHOOL

185 S WARRIOR DR
STEPHENS CITY,VA22655 		  501(C)3 SENIOR GRADUATION PARTY 500

MILLBROOK HIGH SCHOOL

251 FIRST WOODS DR
WINCHESTER,VA22604 		  501(C)3 LEADERSHIP CONFERENCE 250

LOUDOUN SYMPHONY ASSOCIATION

PO BOX 4478
LEESBURG,VA20177 		  501(C)3 PROVIDE ARTWORK FOR CONCERT 2,000

LCVTAA

PO BOX 2741
LEESBURG,VA20177 		  501(C)3 ORANGE & MAROON SPONSOR, TEAM & TEE SIGN 950

VETERANS MOVING FORWARD INC

44225 MERCURE CIR STE 130
STERLING,VA20166 		  501(C)3 DRIVES FOR DOGS ANNUAL FUNDRAISER 500

LAUREL RIDGE COMMUNITY COLLEGE

173 SKIRMISHER LN
MIDDLETOWN,VA22645 		  501(C)3 CHESETNUT SPONSOR FOR FAUQUIER FUNDRAISER AND JOURNEYMAN SPONSORSHIP FOR 35TH ANNIVERSARY SKILLED TRADES CENTER RIBBON CUTTING 5,000

WINCHESTER ROTARY CLUB

PO BOX 228
WINCHESTER,VA22604 		  501(C)3 FIELD OF HONOR SPONSOR 1,000

WINDSONG COMMUNITY CHORUS

363 BOYER RD
FORT VALLEY,VA22652 		  501(C)3 ANNUAL SPONSORSHIP TO AID WITH SHEET MUSIC COST 1,000

THE FAMILY ONE

801 MELODY CT
LEESBURG,VA20175 		  501(C)3 MENTORSHIP FOR AT RISK YOUTH 500

ROTARY CLUB OF CLARKE COUNTY

PO BOX 876
BERRYVILLE,VA22611 		  501(C)3 4TH OF JULY CELEBRATION 1,500

APPALACHIAN CHAMBER MUSIC

PO BOX 446
HARPERS FERRY,WV25425 		  501(C)3 PROGRAM ASSISTANCE TO HOLD 3 ANNUAL CONCERS 1,500

OPERATION HOMEFRONT

PO BOX 650052
STERLING,VA20165 		  501(C)3 BACKPACKS FOR MILITARY CHILDREN IN THE GREATER DC AREA 1,000

FREDERICK COUNTY

107 N KENT ST
WINCHESTER,VA22601 		  501(C)3 4TH OF JULY CELEBRATION 500

SHENANDOAH VALLEY BATTLEFIELDS FOUNDATION

PO BOX 897
NEW MARKET,VA22844 		  501(C)3 BATTLEFIELD PRESERVATION 512

ROUND HILL COMMUNITY FIRE & RESCUE CO

150 CORPORATE PL
WINCHESTER,VA22603 		  501(C)3 GOLF SPONSORSHIP 500

NW WORKS INC

3085 SHAWNEE DDR
WINCHESTER,VA22601 		  501(C)3 MIDDLETOWN FARM TO TABLE 500

ROTARY CLUB OF CLARKE COUNTY

PO BOX 876
BERRYVILLE,VA22611 		  501(C)3 4TH OF JULY FLAG SPONSOR 240

AMERICAN NATIONAL RED CROSS

561 FORTRESS DR
WINCHESTER,VA22601 		  501(C)3 HOME FIRE INIATIVE RELIEF 2,500

CLARKE COUNTY LITTLE LEAGUE

PO BOX 812
BERRYVILLE,VA22611 		  501(C)3 ALL STAR TEAM SPONSOR 500

PHIL TAYLOR MEMORIAL SCHOLARSHIP

550 MASH LN
EDINBURG,VA22824 		  501(C)3 GOLF TOURNAMENT TEAM ENTRY 500

FREDERICK COUNTY EDUCATION FOUNDATION

PO BOX 3887
WINCHESTER,VA22604 		  501(C)3 GOLF TOURNAMENT TEE SPONSOR 150

BLUE RIDGE KIWANIS

PO BOX 3881
WINCHESTER,VA22604 		  501(C)3 GOLF TOURNAMENT SPONSOR 500

BACKPACK BUDDIES FOUNDATION OF LOUDOUN INC

PO BOX 582
LEESBURG,VA20178 		  501(C)3 OPERATIONAL COST 5,000

CRUMS UNITED METHODIST CHURCH

2832 CRUMS CHURCH RD
BERRYVILLE,VA22611 		  501(C)3 CAR SHOW SPONSORSHIP 500

FC SPORTS

37307 RICHARDSON LN
PURCELLVILLE,VA20132 		  501(C)3 DONATION FOR SEASON EXPENSES 100

WINCHESTER ROTARY CLUB

PO BOX 228
WINCHESTER,VA22604 		  501(C)3 APPLE HARVEST FESTIVAL 2,500

GREENWOOD VOL FIRE & RESCUE COMPANY

PO BOX 3023
WINCHESTER,VA22604 		  501(C)3 YARD PARTY DONATION 2,000

REYNOLDS STORE VOL FIRE & RESCUE CO

9381 N FREDERICK PKE
CROSS JUNCTION,VA22625 		  501(C)3 DONATION TO GO TOWARDS A NEW FIRE TRUCK 500

AGRICAIR

43385 SPERRIN CT
ASHBURN,VA20147 		  501(C)3 DONATION TO ASSIST WITH GETTING LOCAL BUSINESSES TO USE WORM WORKS LLC, COMPOSTING SERVICE 600

ACCESS INDEPENDENCE

324 HOPE DR
WINCHESTER,VA22601 		  501(C)3 ANNUAL FUNDRAISER 2,000

SHENANDOAH UNIVERSITY

1460 UNIVERSITY DR
WINCHESTER,VA22601 		  501(C)3 GOLF TOURNAMENT SPONSOR 100

BIKE MS

PO BOX 91891
WASHINGTON,DC20090 		  501(C)3 BIKEATHON 1,000

CLARKE COUNTY LITTLE LEAGUE

PO BOX 812
BERRYVILLE,VA22611 		  501(C)3 LITTLE LEAGUE ALL STAR TEAM SPONSOR 500

ABILITY FITNESS CENTER

18366 FAIRWAY OAKS SQ
LEESBURG,VA20176 		  501(C)3 PUTTING GREEN SPONSOR 250

LIONS CLUB OF PURCELLVILLE

PO BOX 576
PURCELLVILLE,VA20132 		  501(C)3 GOLF TOURNAMET HOLE SPONSOR 300

CC RURITAN

890 W MAIN ST
BERRYVILLE,VA22611 		  501(C)3 HORSE SHOW 100

PATRICK J RYAN FOUNDATION

20708 SWEETAIR CT
ASHBURN,VA20147 		  501(C)3 GOLF TOURNAMENT HOLE SPONSOR 250

NW WORKS INC

3085 SHAWNEE DR
WINCHESTER,VA22061 		  501(C)3 FARM TO TABLE SPONSORSHIP 500

WATTS

PO BOX 2936
WINCHESTER,VA22604 		  501(C)3 CASH PARTY TABLE SPONSOR 1,250

GOOD SHEPHERD OF NOVA

20684 ASHBURN RD
ASHBURN,VA20147 		  501(C)3 HANDBAGS FOR HOPE EVENT SPONSOR 250

GORE VOLUNTEER FIRE COMPANY

PO BOX 146
GORE,VA22637 		  501(C)3 ANNUAL YARD PARTY 2,000

DEMENTIA MATTERS

1078 KENNEL RD
BOYCE,VA22620 		  501(C)3 DONATION TO ASSIST WITH DEMENTIA TRAINING IN WARRENTON 500

SPECIAL LOVE

158 FRONT ROYAL PKE
WINCHESTER,VA22602 		  501(C)3 GOLF TOURNAMENT SPONSOR (PORTION ONE PAID OUT) 250

PURCELLVILLE ROTARY FOUNDATION

PO BOX 1311
PURCELLVILLE,VA20134 		  501(C)3 "BRITISH OPEN" LEVEL GOLF TOURANMENT SPONSOR 1,200

DAKOTAS DREAM ANIMAL RESCUE

PO BOX 1814
WINCHESTER,VA22604 		  501(C)3 ANNUAL FUNDRAISING EVENT 1,000

WINCHESTER MEDICAL CENTER FOUNDATION

220 CAMPUS BLVD STE 402
WINCHESTER,VA22601 		  501(C)3 FOUNDATION STEWARDSHIP EVENT 1,000

POWHATAN SCHOOL

49 POWHATAN LN
BOYCE,VA22620 		  501(C)3 SILVER SPONSOR 1,000

MUSEUM OF THE SHENANDOAH VALLEY

901 AMHERST ST
WINCHESTER,VA22601 		  501(C)3 GENERAL OPERATIONAL SPONSOR 2,500

HEALTHY FAMILIES NORHTERN SHENANDOAH VALLEY

PO BOX 2367
WINCHESTER,VA22604 		  501(C)3 BREAKFAST WITH SANTA 100

CLARKE COUNTY SHERRIFS OFFICE

PO BOX 49
BERRYVILLE,VA22611 		  501(C)3 GENERAL EDUCATION MATERIALS 220

THE CLERMONT FOUNDATION

151 CLERMONT LN
BERRYVILLE,VA22611 		  501(C)3 COMMUNITY DAY SPONSOR 750

THE BLUE SWALLOW FARM FOUNDATION

20 LINDEN HILL WAY SW
LEESBURG,VA20175 		  501(C)3 STUDENT ENVIROMENTAL PROJECT 250

FOUNDATION OF THE STATE ARBORETUM

400 BLANDY FARM LN
BOYCE,VA22620 		  501(C)3 PLEIN AIR FUNDRAISER 1,000

JPGMA UPPER SCHOOL

PO BOX 1474
FRONT ROYAL,VA22630 		  501(C)3 ANNUAL EVENT 250

LOUDOUN COUNTY FAIR

PO BOX 4100
LEESBURG,VA20177 		  501(C)3 LOCO FAIR AUCTION, ANIMALS 2,500

SHENVAL SWARM

188 GUN CLUB RD
STEPHENSON,VA22656 		  501(C)3 TEAM SPONSOR 1,000

SPECIAL LOVE

158 FRONT ROYAL PKE
WINCHESTER,VA22602 		  501(C)3 ADDITIONAL SPONSORSHIP FOR GOLF TOURNAMENT 1,250

TOWN OF LOVETTSVILLE VIRGINIA

6 E PENNSYLVANIA AVE
LOVETTSVILLE,VA20180 		  501(C)3 OKTOBERFEST 1,500

NORTHERN SHENANDOAH VALLEY REGIONAL COMMISSION

400 KENDRICK LN
FRONT ROYAL,VA22630 		  501(C)3 WORLD OF WORKS 500

ST JOHN'S CHURCH

271 WINCHESTER ST
WARRENTON,VA20186 		  501(C)3 OCTOBERFEST 750

THE BARNS OF ROSE HILL

PO BOX 738
BERRYVILLE,VA22611 		  501(C)3 CHRISTMAS CONCERT 1,500

CLARKE COUNTY 4-H

524 WESTWOOD RD
BERRYVILLE,VA22611 		  501(C)3 LOCAL PROGRAMS 2,500

CC RURITAN-CLARKE COUNTY

890 W MAIN ST
BERRYVILLE,VA22611 		  501(C)3 HORSE SHOW 1,500

LOUDOUN BALLET PERFORMING ARTS COMPANY

305 E MARKET ST
LEESBURG,VA20176 		  501(C)3 BALLET SEASON SPONSOR 750

GREATER HEIGHTS MISSIONS

125 POTOMAC AVE
ROMNEY,WV26757 		  501(C)3 FALL FESTIVAL 250

ITALIA ARTS

3031 VALLEY AVE
WINCHESTER,VA22601 		  501(C)3 AIM SHOW 250

KIWANIS CLUB OF WINCHESTER

PO BOX 2591
WINCHESTER,VA22604 		  501(C)3 PANCAKE DAY AD 200

CHAIN OF CHECKS

PO BOX 221
MIDDLETOWN,VA22645 		  501(C)3 GOLF TOURNAMENT 600

KIWANIS CLUB OF WINCHESTER

PO BOX 2591
WINCHESTER,VA22604 		  501(C)3 PANCAKE DAY TICKETS 210

THE LOUDOUN SOCIAL COLLECTIVE

8 N JAY ST
MIDDLEBURG,VA20117 		  501(C)3 ANNUAL CHRISTMAS TEA EVENT 500

PRESERVATION OF HISTORIC WINCHESTER

530 AMHERST ST
WINCHESTER,VA22601 		  501(C)3 HOLIDAY HOUSE TOUR 500

SALVATION ARMY WINCHESTER CORPS

300 FORT COLLIER RD
WINCHESTER,VA22603 		  501(C)3 GOLF TOURNAMENT GREEN SPONSOR 200

ASSOCIATION OF FUNDRAISING PROFESSIONALS

19 W CORK ST
WINCHESTER,VA22601 		  501(C)3 PHILANTHROPY DAY 500

BLUE RIDGE HUNT CLUB

PO BOX 96
BOYCE,VA22620 		  501(C)3 CLAY SHOOT 750

DISCOVER PURCELLVILLE

760 E MAIN ST
PURCELLVILLE,VA20132 		  501(C)3 HALLOWEEN SPONSOR 500

NONPROFIT ALLIANCE OF NORTHERN SHENANDOAH VALLEY

107 YOUTH DEVELOPMENT CENTER
WINCHESTER,VA22602 		  501(C)3 SYMPOSIUM SPONSOR 500

SETON GOLF TOURNAMENT

9314 MAPLE ST
MANASSAS,VA20110 		  501(C)3 GOLF TOURNAMENT GOLD SPONSOR 2,500

CLARKE COUNTY SHERIFFS OFFICE

PO BOX 49
BERRYVILLE,VA22611 		  501(C)3 2024 CALENDAR 200

THE BARNS OF ROSE HILL

PO BOX 738
BERRYVILLE,VA22611 		  501(C)3 IRMENGARD LEWIS EXHIBIT 250

THE BLUE SWALLOW FARM FOUNDATION

20 LINDEN HILL WAY SW
LEESBURG,VA20175 		  501(C)3 SYMPOSIUM SPONSOR 750

A PLACE TO BE

1600 VILLAGE MARKET BLVD SE
LEESBURG,VA20175 		  501(C)3 ANNUAL CHRISTMAS TEA EVENT 500

CLARKE COUNTY LIONS CLUB

PO BOX 127
BERRYVILLE,VA22611 		  501(C)3 GOLF TOURNAMENT 100

ROTARY CLUB OF CLARKE COUNTY

PO BOX 876
BERRYVILLE,VA22611 		  501(C)3 CHRISTMAS RAFFLE 500

THE GEORGE C MARSHALL INTERNATIONAL CENTER

312 E MARKET ST STE C
LEESBURG,VA20176 		  501(C)3 VETERANS DAY COMMEMORATION 2,500

KEN & NANCY MCKEE FOUNDATION

420 W JUBAL EARLY DR
WINCHESTER,VA22601 		  501(C)3 TACKEY SWEATER FUNDRAISER 2,000

SHIRLEY'S ANGELS ANIMAL RESCUE

PO BOX 3462
WINCHESTER,VA22604 		  501(C)3 GENERAL FUNDRAISING 250

CLARKE COUNTY EDUCATION FOUNDATION

PO BOX 1252
BERRYVILLE,VA22611 		  501(C)3 GOLF TOURNAMENT 750

BLUE RIDGE SINGERS

524 N ROYAL AVE
FRONT ROYAL,VA22630 		  501(C)3 CHRISTMAS CONCERT 380

THE SALVATION ARMY OF LOUDOUN COUNTY

10 CARDINAL PARK DR SE
LEESBURG,VA20175 		  501(C)3 RED KETTLE PROGRAM 500

FOUNDATION OF THE STATE ARBORETUM

400 BLANDY FARM LN
BOYCE,VA22620 		  501(C)3 GINKGO FEST 1,000

HABITAT FOR HUMANITY

700 FIELDSTONE DR STE 128
LEESBURG,VA20176 		  501(C)3 RIASE THE ROOF GALA 275

LEGACY CHRISTIAN ACADEMY

5933 VALLEY PKE
STEPHENS CITY,VA22655 		  501(C)3 GYM PROJECT 200

CLARKE COUNTY HIGH SCHOOL-ROBOTICS TEAM

627 MOSBY BLVD
BERRYVILLE,VA22611 		  501(C)3 ROBOTICS TEAM 100

MILLBROOK HIGH SCHOOL

251 FIRST WOODS DR
WINCHESTER,VA22603 		  501(C)3 TRAVEL TEAM EXPENSES 250

MOBILE HOPE

302 PARKER CT SE
LEESBURG,VA20132 		  501(C)3 CHRISTMAS VILLAGE 250

OPPORTUNITY SCHOLARS

918 S BRADDOCK ST
WINCHESTER,VA22601 		  501(C)3 GENERAL SPONSOR 500

AMERICAN CANCER SOCIETY

PO BOX 18090
MIDDLE RIVER,MD21220 		  501(C)3 RELAY FOR LIFE 500
Total .................................right arrow 3a 265,168
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 359  
4 Dividends and interest from securities ....          
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		         
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 359 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
359
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
THE BANK OF CLARKE COUNTY FOUNDATION
 
Employer identification number

86-3570714
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
THE BANK OF CLARKE COUNTY FOUNDATION
  		Employer identification number
86-3570714
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
BANK OF CLARKE COUNTY
 
2 E MAIN STREE
 
BERRYVILLE, VA22611

$ 286,721


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
THE BANK OF CLARKE COUNTY FOUNDATION
  		Employer identification number

86-3570714
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
THE BANK OF CLARKE COUNTY FOUNDATION
  		Employer identification number

86-3570714
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
THE BANK OF CLARKE COUNTY FOUNDATION
EIN:
86-3570714
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 10 0   0

TY 2023 LegalFeesSchedule
Name:
THE BANK OF CLARKE COUNTY FOUNDATION
EIN:
86-3570714
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL 2,250 0   0


TY 2023 OtherExpensesSchedule
Name:
THE BANK OF CLARKE COUNTY FOUNDATION
EIN:
86-3570714
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
SPECIAL EVENT EXPENSES 5,550 0   5,550
OTHER 10,332 0   10,332
FEES 809 0   809
ADVERTISING 4,443 0   4,443


TY 2023 OtherProfessionalFeesSchedule
Name:
THE BANK OF CLARKE COUNTY FOUNDATION
EIN:
86-3570714
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADMINISTRATIVE FEES 51,723 0   51,723