TY 2023 Form 990PF

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	2,224,664	561,625	561,625
	2	Savings and temporary cash investments.........	31,648	1,457,535	1,457,535
	3	Accounts receivable 74,901
		Less: allowance for doubtful accounts	68,666	74,901	74,901
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts
	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).......	5,293,616	List of Attached Documents: // Content 5,432,472	6,351,384
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis 450,000
		Less: accumulated depreciation (attach schedule)		List of Attached Documents: // Content 450,000	450,000
	12	Investments—mortgage loans.............	4,810,404	5,741,425	5,741,425
	13	Investments—other (attach schedule)..........
	14	Land, buildings, and equipment: basis 1,783,186
		Less: accumulated depreciation (attach schedule) 449,736	1,566,272	List of Attached Documents: // Content 1,333,450	2,258,000
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	13,995,270	15,051,408	16,894,870
	17	Accounts payable and accrued expenses..........	3,835
	18	Grants payable.................	1,326,308	1,034,702
	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 )	List of Attached Documents: // Content 27,948	List of Attached Documents: // Content 27,948
	23	Total liabilities (add lines 17 through 22).........	1,358,091	1,062,650
		Foundations that follow FASB ASC 958, check here
		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
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	12,637,179	13,988,758
	27	Paid-in or capital surplus, or land, bldg., and equipment fund
	28	Retained earnings, accumulated income, endowment, or other funds
	29	Total net assets or fund balances (see instructions).....	12,637,179	13,988,758
	30	Total liabilities and net assets/fund balances (see instructions).	13,995,270	15,051,408

(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.)
1 a	EDWARD JONES	P	2022-01-01	2023-12-31
b	UBS	P	2022-07-01	2023-06-30
c	UBS LONG TERM	P	2022-01-01	2023-12-31
d	805 HIGHLAND AVE	P	2013-01-01	2023-09-27
e	3048 OAKLAND RD	P	2008-12-31	2023-01-02

(e) Gross sales price	(f) Depreciation allowed (or allowable)	(h) Gain or (loss) (e) plus (f) minus (g)
a	172,547	217,947	-45,400
b	108,589	104,435	4,154
c	447,890	373,785	74,105
d	185,000	125,898	59,102
e	235,000	215,092	19,908

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7		2	153,605
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 ...................	3	4,154

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	7,220
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
3	Add lines 1 and 2...........................	3	7,220
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	4
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	7,220
6	Credits/Payments:

a	2023 estimated tax payments and 2022 overpayment credited to 2023	6a	5,623
b	Exempt foreign organizations—tax withheld at source......	6b
c	Tax paid with application for extension of time to file (Form 8868)...	6c	10,000
d	Backup withholding erroneously withheld ..........	6d

7	Total credits and payments. Add lines 6a through 6d..............	7	15,623
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. List of Attached Documents: // Content	8	50
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......	9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...	10	8,353
11	Enter the amount of line 10 to be: Credited to 2024 estimated tax8,353	Refunded	11

(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
RANDALL L TINGLER	CHAIRMAN 2.00	0	0	0
PO BOX 462 LOUISA,VA23093
REBECCA B CAVANAUGH	V.PRESIDENT/ 2.00	1,300	0	0
PO BOX 462 LOUISA,VA23093
LINDA PARKER	DIRECTOR 2.00	900	0	0
PO BOX 462 LOUISA,VA23093
J DOUGLAS STRALEY	DIRECTOR 2.00	1,100	0	0
PO BOX 462 LOUISA,VA23093
GEORGE D YANCEY	DIRECTOR 2.00	1,000	0	0
PO BOX 462 LOUISA,VA23093
DEBORAH PETTIT	DIRECTOR 2.00	1,000	0	0
PO BOX 462 LOUISA,VA23093

		(a) Corpus	(d) 2023
1 Distributable amount for 2023 from Part X, line 7			712,668
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......
b Total for prior years:20 , 20, 20
3 Excess distributions carryover, if any, to 2022:
a From 2018......	122,461
b From 2019......	94,618
c From 2020......
d From 2021......	26,457
e From 2022......	14,002
f Total of lines 3a through e ........		257,538
4Qualifying distributions for 2023 from Part
XI, line 4: $ 939,954
a Applied to 2022, but not more than line 2a
b Applied to undistributed income of prior years (Election required—see instructions).....
c Treated as distributions out of corpus (Election required—see instructions)........
d Applied to 2023 distributable amount.....			712,668
e Remaining amount distributed out of corpus		227,286
5 Excess distributions carryover applied to 2023.
(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		484,824
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........
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......
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........
e Undistributed income for 2022. Subtract line 4a from line 2a. Taxable amount—see instructions .............
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) .......
8 Excess distributions carryover from 2018 not applied on line 5 or line 7 (see instructions) ...		122,461
9 Excess distributions carryover to 2024. Subtract lines 7 and 8 from line 6a ......		362,363
10 Analysis of line 9:
a Excess from 2019....	94,618
b Excess from 2020....
c Excess from 2021....	26,457
d Excess from 2022....	14,002
e Excess from 2023....	227,286

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
TYLER BOTZ HOPKINS PO BOX 462 LOUISA,VA23093	NONE	N/A	SCHOLARSHIP	1,000
TRINITY ANN MACDONALD PO BOX 462 LOUISA,VA23093	NONE	N\A	SCHOLARSHIP	7,500
THOMAS CHRISTOPHER WILES PO BOX 462 LOUISA,VA23093	NONE	N\A	SCHOLARSHIP	7,500
THE JOURNEY HOME INC PO BOX 462 MINERAL,VA23117	NONE	PC	NEXT STEP PROGRAM	5,000
TAYLOR N BLOUNT PO BOX 462 LOUISA,VA23093	NONE	N\A	SCHOLARSHIP	1,000
STEPHENIE JENNINGS PO BOX 462 MINERAL,VA23117	NONE	N/A	SCHOLARSHIP	1,000
SONNALEISE WILLIAMSON PO BOX 462 LOUISA,VA23093	NONE	N/A	SCHOLARSHIP	1,000
SOFIA RATCLIFF PO BOX 462 LOUISA,VA23093	NONE	N/A	SCHOLARSHIP	1,000
SHRINERS HOSPITAL FOR CHILDREN 950 WEST FARIS ROAD GREENVILLE,SC29605	NONE	N/A	GENERAL OPERATIONS	25,000
SHELBY MCCOY PO BOX 462 LOUISA,VA23093	NONE	N/A	SCHOLARSHIP	2,500
SHELBY ANN TIDWELL ROWLANDS POBOX 462 LOUIS,VA23093	NONE	N/A	SCHOLARSHIP	1,875
SERENITY FARM EQUINE SANCTUARY 2854 BYRD MILL RD LOUISA,VA23093	NONE	N/A	GENERAL OPERATIONS	2,000
SAVANNAH GRACE GOODWIN PO BOX 462 LOUISA,VA23093	NONE	N\A	SCHOLARSHIP	1,000
SARA SCHULTE PO BOX 462 LOUISA,VA23093	NONE	N\A	SCHOLARSHIP	2,500
SANTA COUNCIL PO BOX 392 LOUISA,VA23093	NONE	PC	2023 GRANT AWARDS	10,000
SAMUEL KIAPAK PO BOX 4622 LOUISA,VA23093	NONE	N/A	SCHOLARSHIP	1,000
SAJA AL JARIRI PO BOX 462 LOUISA,VA23093	NONE	N/A	SCHOLARSHIP	5,000
RILEY LOWRY PO BOX 462 LOUISA,VA23093	NONE	N/A	SCHOLARSHIP	1,000
QUINTON ISAIAH COLLINS PO BOX 462 LOUISA,VA23093	NONE	N/A	SCHOLARSHIP	1,000
QUICKSTART TENNIS OF CENTRAL VA PO BOX 462 MINERAL,VA23117	NONE	N/A	RACQUETS FOR READING PROGRAM	3,000
ORANGE COUNTY CHILDRENS TOY BOX PO BOX 462 MINERAL,VA23117	NONE	N/A	DONATION	10,000
OLIVA SCIABBARASI PO BOX 462 LOUISA,VA23093	NONE	N/A	SCHOLARSHIP	5,000
NINA ROBINSON PO BOX 462 LOUIS,VA23093	NONE	N/A	SCHOLARSHIP	5,000
NICOLE CREEL PO BOX 462 LOUISA,VA23093	NONE	N/A	SCHOLARSHIP	2,500
NATHAN DAVIEL GRAMLING PO BOX 462 LOUISA,VA23093	NONE	N/A	SCHOLARSHIP	5,000
NATHAN BLAKE TICKLE POBOX 462 LOUISA,VA23093	NONE	N/A	SCHOLARSHIPS	500
MICHEL IVORY BROOKS PO BOX 462 LOUISA,VA23093	NONE	N/A	SCHOLARSHIP	1,000
MEGHAN WRIGHT PO BOX 462 LOUISA,VA23093	NONE	N/A	SCHOLARSHIP	2,500
MALYA YVONNE GARLAND PO BOX 462 LOUISA,VA23093	NONE	N/A	SCHOLARSHIP	5,000
MAGGIE SHIFFLETT PO BOX 462 LOUISA,VA23093	NONE	N/A	SCHOLARSHIP	1,000
MADISON ROGERS PO BOX 462 LOUISA,VA23093	NONE	N/A	SCHOLARSHIP'	500
MADISON METZ PO BOX 462 LOUISA,VA23093	NONE	N/A	SCHOLARSHIP	1,000
MADDOX MACY PLEASANTS PO BOX 462 LOUISA,VA23093	NONE	N\A	SCHOLARSHIP	7,500
LYNESHIA ELISSA WILSON PO BOX 462 LOUISA,VA23093	NONE	N/A	SCHOLARSHIP	1,000
LOVE OUTREACH FOOD PANTRY 252 BLUE RIDGE DR ORANGE,VA22960	NONE	501 C 3	GRANT	18,000
LOUISA COUNTY PUBLIC SCHOOLS 953 DAVIS HIGHWAY MINERAL,VA23117	NONE	N/A	OUR TEAM LCPS MVP AWARD	10,000
LOUISA COUNTY LITTLE LEAGUE PO BOX 462 MINERAL,VA23117	NONE	N/A	GRANT	250,000
LOUISA COUNTY HISTORIC SOCIETY 212 FREDERICKSBURG AVE LOUISA,VA23093	NONE	N/A	TOURIST CENTER	2,500
KYRA RENE WASHINGTON PO BOX 462 LOUISA,VA23093	NONE	N/A	SCHOLARSHIP	7,500
KHADIJAH NICOLE WILLIAMS PO BOX 462 LOUISA,VA23093	NONE	N/A	SCHOLARSHIP	1,250
KAYLEE LOWE PO BOX 462 LOUISA,VA23093	NONE	N\A	SCHOLARSHIP	1,250
KATELYN CLEMET PO BOX 462 LOUIS,VA23093	NONE	N/A	SCHOLARSHIP	1,000
KADIRRA LEBRAE THURSTON PO BOX 462 LOUISA,VA23093	NONE	N/A	SCHOLARSHIP	8,606
JOSHUA CUTRIGHT PO BOX 462 LOUISA,VA23093	NONE	N\A	SCHOLARSHIP	5,000
JOHN GOODWIN PO BOX 462 LOUISA,VA23039	NONE	N/A	SCHOLARSHIP	1,000
JENNIFER KLINGEER PO BOX 462 LOUISA,VA23093	NONE	N/A	SCHOLARSHIP	1,000
JAYDEN DUCK PO BOX 462 LOUISA,VA23093	NONE	N/A	SCHOLARSHIP	1,000
JAYDEN DESHAWN WARREN PO BOX 462 LOUISA,VA23093	NONE	N/A	SCHOLARSHIP	5,000
JASON AIDAN BROOKS PO BOX 462 LOUISA,VA23093	NONE	N/A	SCHOLARSHIP	5,000
JARED JAMES HALL PO BOX 462 LOUISA,VA23093	NONE	N\A	SCHOLARSHIP	500
JAMORI LEE HARRIS PO BOX 462 LOUISA,VA23093	NONE	N/A	SCHOLARSHIP	2,500
INDUSTRIAL DEVELOPMENT AUTHORITY 355 INDUSTRIAL DRIVE LOUISA,VA23903	NONE	N/A	ECONOMIC DEVELOPMENT	352,774
IMANI PASQUALINA FREDERICK PO BOX 462 LOUISA,VA23903	NONE	N/A	SCHOLARSHIP	1,000
HOLLY NORTON PO BOX 462 LOUISA,VA23093	NONE	N/A	SCHOLARSHIP	1,000
HALLEY GRACE DAVIS PO BOX 462 LOUISA,VA23093	NONE	N/A	SCHOLARSHIP	500
GRACE WINTER COOPER PO BOX 462 LOUISA,VA23093	NONE	N\A	SCHOLARSHIP	7,500
GISELLE GARCIA-BARAHONA PO BOX 462 LOUISA,VA23093	NONE	N/A	SCHOLARSHIP	5,000
GENEVIEVE LEE CHIDLOW PO BOX 4622 LOUISA,VA23093	NONE	N/A	SCHOLARSHIP	500
GENE NORMAL FLECKER PO BOX 462 LOUISA,VA23093	NONE	N\A	SCHOLARSHIP	2,500
ETHAN JAMES NELSON PO BOX 462 LOUISA,VA23093	NONE	N/A	SCHOLARSHIP	2,500
ESTER FOMIN PO BOX 462 LOUISA,VA23093	NONE	N/A	SCHOLARSHIP	500
ERICA DANIELLE AARON PO BOX 462 LOUISA,VA23093	NONE		SCHOLARSHIP	5,000
ELLEN ROSSON PO BOX 462 LOUISA,VA23093	NONE	N/A	SCHOLARSHIP	1,000
ELLA MADELINE BURCH PO BOX 462 LOUISA,VA23093	NONE	N/A	SCHOLARSHIP	5,000
ELIZABETH BRADFORD PO BOX 462 LOUISA,VA23093	NONE	N/A	SCHOLARSHIP	2,500
ELISSA ANNE HOYT PO BOX 462 LOUISA,VA23093	NONE	N/A	SCHOLARSHIP	5,000
ELEANOR PEKARY PO BOX 462 LOUISA,VA23093	NONE	N/A	SCHOLARSHIP	1,000
DARRIN COLEMAN PO BOX 462 LOUISA,VA23093	NONE	N/A	SCHOLARSHIP	2,500
DANIELLE JO PERRY PO BOX 462 LOUISA,VA23903	NONE	N/A	SCHOLARSHIP	7,500
CHEYENNE DELANIE BELLAIR PO BOX 462 LOUISA,VA23093	NONE	N/A	SCHOLARSHIP	1,000
CHEYENN DELANIE BELLAIR PO BOX 462 LOUISA,VA23093	NONE	N/A	SCHOLARSHIP	5,000
CHARLOTTE SAMUELS PO BOX 462 LOUISA,VA23093	NONE	N/A	SCHOLARSHIP	1,000
CAROLINE GRACE CHAPMAN PO BOX 462 LOUISA,VA23093	NONE	N/A	SCHOLARSHIP	1,000
BRADLEY JONATHAN PUGH PO BOX 462 LOUISA,VA23093	NONE	N/A	SCHOLARSHIP	5,000
AUDREY CHEN PO BOX 462 LOUISA,VA23093	NONE	N/A	SCHOLARSHIP	5,000
ARIANNA TAYLOR PO BOX 462 LOUISA,VA23093	NONE	N/A	SCHOLARSHIP	1,000
ANNA HALEY GROFF PO BOX 462 MINERAL,VA23117	NONE	N/A	SCHOLARSHIP	5,000
ANIYA JOHNSON PO BOX 462 LOUISA,VA23903	NONE	N/A	SCHOLARSHIP	1,000
AMBER DAWN THOMAS PO BOX 462 LOUISA,VA23093	NONE	N/A	SCHOLARSHIP	500
ALEXUS RENEE POISON PO BOX 462 LOUISA,VA23039	NONE	N/A	SCHOLARSHIP	1,000
ALEXIS NICOLE MILLER PO BOX 462 LOUISA,VA23093	NONE	N/A	SCHOLARSHIP	2,500
ALEXANDER GUINN PO BOX 462 LOUISA,VA23093	NONE	N/A	SCHOLARSHIP	1,000
ALAYNA ROSE CAMPBELL PO BOX 462 LOUISA,VA23093	NONE	N/C	SCHOLARSHIP	5,000
ADRIAN MATTHEW ANDERSON PO BOX 462 LOUISA,VA23093	NONE	N\A	SCHOLARSHIP	500
ABBY MURRAY PO BOX 462 LOUISA,VA23093	NONE	N/A	SCHOLARSHIP	1,000
Total ................................. 3a				889,255

	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	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)	1,474,272
2	Check .............
3	Interest on savings and temporary cash investments	428,882		428,882
4	Dividends and interest from securities...	131,105		131,105
5a	Gross rents............	152,966		152,966
b	Net rental income or (loss) -50,950
6a	Net gain or (loss) from sale of assets not on line 10		153,605
b	Gross sales price for all assets on line 6a 1,190,762
7	Capital gain net income (from Part IV, line 2)...			153,605
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).......	List of Attached Documents: // Content	3,835
12	Total. Add lines 1 through 11........	2,344,665		866,558
13	Compensation of officers, directors, trustees, etc.	5,300			5,300
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........	List of Attached Documents: // Content	75	75
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	15,011	15,011
c	Other professional fees (attach schedule)....
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	4,000	4,000
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	371,051	328,052	45,399
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	395,437		347,138	50,699
25	Contributions, gifts, grants paid.......	597,649			889,255
26	Total expenses and disbursements. Add lines 24 and 25	993,086		347,138	939,954
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	1,351,579
b	Net investment income (if negative, enter -0-)			519,420
c	Adjusted net income (if negative, enter -0-)...

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

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	PROVIDE SCHOLARSHIPS TO ATTEND COLLEGE FOR QUALIFIED GRADUATING HIGH SCHOOL STUDENTS FROM LOUISA AND ORANGE COUNTIES, VIRGINIA.32 SCHOLARSHIPS AWARDED IN 2022.	159,375
2


3


4

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	(e) Total

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

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	(e) Related or exempt function income (See instructions.)
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	428,882
4 Dividends and interest from securities ....			14	131,105
5 Net rental income or (loss) from real estate:
aDebt-financed property......
bNot debt-financed property.....			16	-50,950
6 Net rental income or (loss) from personal property
7 Other investment income .....
8 Gain or (loss) from sales of assets other than inventory ............					153,605
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: aMISC					3,835
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..				509,037	157,440

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			-45,400
b			4,154
c			74,105
d			59,102
e			19,908


(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...................

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1	N/A
2


All other program-related investments. See instructions.
3

bApproved for future payment
SHELBY MCCOY PO BOX 462 LOUISA,VA23093	NONE	N/A	SCHOLARSHIP	17,500
SCHOLARSHIPS TERMINATED PO BOX 462 LOUISA,VA23093	NONE	N/A	REFUNDED SCHOLARSHIPS	-37,625
SARA SCHULTE PO BOX 462 LOUISA,VA23093	NONE	N/A	SCHOLARSHIP	17,500
OLIVA SCIABBARASI PO BOX 462 LOUISA,VA23093	NONE	N/A	SCHOLARSHIP	15,000
NICOLE CREEL PO BOX 462 LOUISA,VA23903	NONE	N/A	SCHOLARSHIP	17,500
MEGAN WRIGHT PO BOX 462 LOUISA,VA23093	NONE	N/A	SCHOLARSHIP	17,500
MADISON ROGERS PO BOX 462 LOUISA,VA23093	NONE	N/A	SCHOLARSHIP	1,500
KAYLEE LOWE POBOX 462 LOUIS,VA23093	NONE	N/A	SCHOLARSHIP	3,750
KAITLYN FOSTER PO BOX 462 LOUISA,VA23093	NONE	N/A	SCHOLARSHIP	2,000
JOSHUA CUTRIGHT PO BOX 462 LOUISA,VA23093	NONE	N/A	SCHOLARSHIP	5,000
ESTER FOMIN PO BOX 462 LOUISA,VA23093	NONE	N\A	SCHOLARSHIP	1,500
ESCARLET HERNANDEZ PO BOX 462 LOUISA,VA23093	NONE	N/A	SCHOLARSHIP	1,000
DARRIN COLEMAN PO BOX 462 LOUISA,VA23093	NONE	N/A	SCHOLARSHIP	17,500
CHEYENN DELANIE BELLAIR PO BOX 462 LOUISA,VA23093	NONE	N\A	SCHOLARSHIP	5,000
AUDREY CHEN PO BOX 462 LOUISA,VA23093	NONE	N\A	SCHOLARSHIP	15,000
ADRIAN MATTHEW ANDERSON PO BOX 462 LOUISA,VA23093	NONE	N\A	SCHOLARSHIP	1,500
Total ................................. 3b				101,125

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Name of organization WILLIAM A COOKE FOUNDATION

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	WILLIAM A COOKE TRUST PO BOX 462 LOUISA, VA23093	$ 1,474,272	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)

Name of organization WILLIAM A COOKE FOUNDATION		Employer identification number 54-2012726

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)


Name of organization WILLIAM A COOKE FOUNDATION			Employer identification number 54-2012726
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.) $ Use duplicate copies of Part III if additional space is needed.

Description	Revenue and Expenses per Books	Net Investment Income	Disbursements for Charitable Purposes
WACF LLC
APPRAISALS	500	500
BOOKKEEPING	48,000	48,000
CLEANING OFFICE	12,350	12,350
GENERAL EXPENSES	1,323	1,323
INSURANCE	10,788	10,788
LEGAL	885	885
OFFICE SUPPLIES	241	241
REPAIRS	51,807	51,807
TAXES & LICENSES	17,928	17,928
UTILITIES	13,312	13,312
TERMINTE INSPECTIONS	810	810
MILEAGE	103	103
INVESTMENT DEPRECIATION	45,869	45,869
EXPENSES
BOOKKEEPING	82,800	42,400	42,400
DUES & SUBSCRIPTIONS	815	815
INSURANCE	688	688
INVESTMENT EXPENSES	73,587	73,587
FOREIGN TAX	3,037	3,037
LICENSES AND TAXES	97	97
OFFICE EXPENSE	5,599	3,000	2,999
UTILITIES	470	470
TRAVEL	42	42

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