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
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 10-01-2022 , and ending 09-30-2023
Name of foundation
THE HARRISON FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 70
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MANAKINSABOT, VA23103
A Employer identification number

26-0353463
B Telephone number (see instructions)

(804) 784-4246
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$48,183,286J 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)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 606,049 606,049  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 766,288
b Gross sales price for all assets on line 6a 15,260,523
7 Capital gain net income (from Part IV, line 2)... 766,288
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)....... Click to see attachment
List of Attached Documents:
// Content
9,208 1,069  
12 Total. Add lines 1 through 11........ 1,381,545 1,373,406  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 100,000 100,000   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
9,245 9,245   0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
142,817 142,817   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
37,965 3,450   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
469 0   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 290,496 255,512   0
25 Contributions, gifts, grants paid....... 2,663,383 2,663,383
26 Total expenses and disbursements. Add lines 24 and 25 2,953,879 255,512   2,663,383
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,572,334
b Net investment income (if negative, enter -0-) 1,117,894
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
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............. 55,424 73,972 73,972
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)....... 34,934,057 Click to see attachment
List of Attached Documents:
// Content
33,354,274 		42,007,586
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).......... 3,983,571 Click to see attachment
List of Attached Documents:
// Content
3,980,831 		6,101,728
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) 0 0 0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 38,973,052 37,409,077 48,183,286
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 38,973,052 37,409,077
29 Total net assets or fund balances (see instructions)..... 38,973,052 37,409,077
30 Total liabilities and net assets/fund balances (see instructions). 38,973,052 37,409,077
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
38,973,052
2
Enter amount from Part I, line 27a .....................
2
-1,572,334
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
8,359
4
Add lines 1, 2, and 3 ..........................
4
37,409,077
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
37,409,077
Form 990-PF (2022)
Form 990-PF (2022)
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.)
1 a ADOBE INC P    
b ALPHABET INC CLASS C P    
c AMAZON.COM INC P    
d AMERICAN TOWER CORP P    
e AMERICAN WATER WORKS CO P    
AMPHENOL CORP P    
ANTA SPORTS PRODUCTS LTD P    
APTIV PLC P    
ASML HOLDING P    
BANK OF AMERICA CORP P    
BAUSCH HEALTH COS INC P    
BLACKSTONE INC P    
BROOKFIELD ASSET MANAGEMENT P    
CATALENT INC P    
CENCORA INC P    
CONOCOPHILLIPS P    
CONSUMER STAPLES INDEX FUND P    
COPART INC P    
DANAHER CORP P    
DOLLAR GENERAL CORP P    
EATON CORP PLC P    
HEALTH CARE SELECT SPDR P    
HILTON WORLDWIDE HOLDINGS P    
IQVIA HOLDINGS INC P    
LKQ CORP P    
LOWES COS INC P    
LVMH MOET HENNESSY VUITTON P    
MGM RESORTS INTERNATIONAL P    
MICROSOFT CORP P    
MOTOROLA SOLUTIONS INC P    
MSCI INC P    
NORTHROP GRUMMAN CORP P    
OW FIXED INCOME FUND P    
OW LARGE CAP STRATEGIES FUND P    
PEPSICO INC P    
PIONEER NATURAL RESOURCES P    
S&P 500 DEP RECPTS P    
SCHWAB CHARLES CORP NEW P    
SEA LTD ADR P    
SERVICENOW INC P    
TAKE-2 INTERACTIVE P    
TEXAS INSTRUMENTS P    
THERMO FISHER SCIENTIFIC P    
UNION PACIFIC CORP P    
UNITED HEALTH GROUP INC P    
VISA INC P    
VULCAN MATERIALS P    
WALMART INC P    
ZOETIS INC P    
ZOOMINFO TECHNOLOGIES P    
OW LARGE CAP STRATEGIES FUND P    
OW SMALL & MIDCAP STRAT FUND P    
ADOBE INC P    
ADVANCE AUTO PARTS P    
ALIMENTATION COUCHE-TARD P    
ALPHABET INC CLASS C P    
AMAZON.COM INC P    
AMERN CORP P    
AMERICAN TOWER CORP P    
AMERICAN WATER WORKS CO P    
AMPHENOL CORP P    
ANTA SPORTS PRODUCTS LTD P    
AON PLC P    
APPLE INC P    
APTIV PLC P    
ASHTEAD GROUP P    
ASM INTERNATIONAL NV P    
ASML HOLDING P    
ASPEN TECHNOLOGY INC P    
BANK OF AMERICA CORP P    
BATH & BODY WORKS INC P    
BAUSCH HEALTH COS INC P    
BLACKSTONE INC P    
BROOKFIELD ASSET MANAGEMENT P    
BROOKFIELD CORPORATION P    
BURLINGTON STORES P    
CANADIAN PACIFIC KANSAS P    
CARLISLE COS P    
CATALENT INC P    
CENCORA INC P    
CLASS ACTION PROCEEDS P    
CONOCOPHILLIPS P    
CONSUMER STAPLES INDEX FUND P    
COOPER COS INC P    
COPART INC P    
COSTCO WHOLESALE CORP NEW P    
DANAHER CORP P    
DOLLAR GENERAL CORP P    
DOLLARAMA INC P    
DOMINOES PIZZA P    
EATON CORP PLC P    
EQUIFAX INC P    
HEALTH CARE SELECT SPDR P    
HEICO CORPORATION P    
HILTON WORLDWIDE HOLDINGS P    
HOWMET AEROSPACE INC P    
IAA INC P    
INTERCONTINENTAL EXCHANGE INC P    
IQVIA HOLDINGS INC P    
ISHARES CHINA LARGE CAP ETF P    
JONES LANG LASALLE INC COM P    
JPMORGAN CHASE & CO P    
LAB CORP OF AMER HOLDINGS NEW P    
LINING CO LTD P    
LINCOLN ELECTRIC HOLDING P    
LIVE NATION ENTERTAINMENT P    
LKQ CORP P    
LOWES COS INC P    
LVMH MOET HENNESSY VUITTON P    
MARVELL TECHNOLOGY INC P    
MATCH GROUP INC P    
MERCADOLIBRE INC P    
META PLATFORMS INC P    
MGM RESORTS INTERNATIONAL P    
MICROSOFT CORP P    
MOTOROLA SOLUTIONS INC P    
MSCI INC P    
NASDAQ INC P    
NEXTERA ENERGY INC P    
NORTHROP GRUMMAN CORP P    
NVIDIA CORP P    
ORACLE CORP P    
PAYCOME SOFTWARE INC P    
PEPSICO INC P    
PIONEER NATURAL RESOURCES P    
PROLOGIS INC P    
RB GLOBAL INC P    
RITCHIE BROS AUCTIONEERS P    
S&P 500 DEP RECPTS P    
S&P GLOBAL INC P    
SAIA INC COM P    
SCHLUMBERGER LTD P    
SCHWAB CHARLES CORP NEW P    
SEA LTD ADR P    
SELECT SECTOR SPDR TR SBI P    
SERVICENOW INC P    
SHERWIN-WILLIAMS CO P    
SMITH A O CORP P    
SPECTRUM BRANDS HOLDINGS INC P    
SYNOPSYS INC P    
TAKE-2 INTERACTIVE P    
TELEFLEX INC P    
TEXAS INSTRUMENTS P    
THERMO FISHER SCIENTIFIC P    
TRANSUNION P    
UNION PACIFIC CORP P    
UNITED HEALTH GROUP INC P    
US FOOD HOLDINGS CORP P    
VISA INC P    
VULCAN MATERIALS P    
WALMART INC P    
WEX INC P    
WYNDHAM HOTELS & RESORTS P    
ZOETIS INC P    
ZOOMINFO TECHNOLOGIES P    
AIR LEASE CORP P    
AMERICAN HONDA FINANCE P    
APPLE INC P    
APPLE INC P    
BANK OF AMERICA CORP P    
BANK OF MONTREAL P    
EVERSOURCE ENERGY P    
FLORIDA POWER & LIGHT CO P    
MASTERCARD INC P    
MERCK & CO INC P    
MORGAN STANLEY P    
OMNICOM GROUP INC P    
PIONEER NATURAL RESOURCES P    
ROPER TECHNOLOGIES INC P    
T-MOBILE USA P    
TSY INFLATION INDEX BOND P    
UNION PACIFIC CORP P    
US TREASURY NOTES 1.625% P    
US TREASURY BILLS P    
US TREASURY BILLS P    
US TREASURY NOTES .250% P    
US TREASURY BONDS 2.375% P    
US TREASURY NOTES 2.250% P    
US TREASURY NOTES 2.00% P    
US TREASURY NOTES 2.00% P    
US TREASURY NOTES 4.250% P    
US TREASURY NOTES 2.250% P    
US TREASURY NOTES 1.625% P    
US TREASURY N/B .750% P    
US TREASURY N/B 2.000% P    
US TREASURY N/B 1.5% P    
US TREASURY NOTES 3.250% P    
US TREASURY NOTES 4.125% P    
US TREASURY NOTES 2.250% P    
US TREASURY NOTES 4.00% P    
US TREASURY NOTES 1.00% P    
US TREASURY N/B 2.375% P    
US TREASURY N/B 2.875% P    
US TREASURY NOTES 1.625% P    
US TREASURY NOTES 1.375% P    
US TREASURY NOTES N/B 4.125% P    
US TREASURY NOTES 3.375% P    
US TREASURY N/B 2.875% P    
US TREASURY N/B 4.000% P    
CAPITAL GAINS DIVIDENDS P    
(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 5,821   8,658 -2,837
b 7,137   3,735 3,402
c 686   196 490
d 10,417   11,059 -642
e 4,989   1,785 3,204
2,809   1,641 1,168
6,379   7,189 -810
4,418   5,758 -1,340
2,970   2,750 220
1,287   1,529 -242
194     194
575   279 296
573   872 -299
2,746   6,848 -4,102
896   839 57
12,137   5,582 6,555
4,406   4,640 -234
2,736   1,738 998
4,376   1,975 2,401
5,807   6,722 -915
4,118   3,582 536
697   693 4
762   556 206
1,043   715 328
4,356   4,141 215
1,082   1,037 45
10,008   5,065 4,943
5,564   5,728 -164
6,490   2,970 3,520
2,229   2,002 227
6,698   5,508 1,190
4,467   3,626 841
40,000   46,391 -6,391
37,500   32,151 5,349
8,769   5,201 3,568
1,168   928 240
8,612   8,446 166
10,447   8,989 1,458
1,604   2,120 -516
2,852   855 1,997
724   651 73
10,066   5,913 4,153
5,300   3,200 2,100
9,843   8,105 1,738
2,394   1,318 1,076
1,215   989 226
7,936   7,524 412
2,361   2,282 79
10,713   4,989 5,724
1,998   2,786 -788
1,250,000   933,646 316,354
90,000   64,304 25,696
112,570   165,872 -53,302
61,903   54,438 7,465
25,982   25,038 944
158,026   54,469 103,557
41,159   31,787 9,372
16,534   18,394 -1,860
192,311   207,230 -14,919
83,255   29,041 54,214
53,777   31,513 22,264
123,500   137,591 -14,091
15,344   14,740 604
76,995   28,447 48,548
83,335   108,955 -25,620
6,097   6,781 -684
12,653   12,869 -216
20,788   19,984 804
37,795   32,152 5,643
24,875   28,188 -3,313
3,879   5,014 -1,135
3,522     3,522
11,500   5,587 5,913
10,569   16,693 -6,124
8,472   11,399 -2,927
38,667   49,335 -10,668
15,255   15,953 -698
15,874   13,054 2,820
50,762   131,185 -80,423
26,865   26,057 808
25     25
216,337   104,267 112,070
82,633   87,007 -4,374
12,942   10,984 1,958
80,510   51,890 28,620
16,917   14,939 1,978
79,524   31,946 47,578
110,206   128,695 -18,489
17,603   12,712 4,891
83,132   102,730 -19,598
88,123   79,206 8,917
10,350   11,092 -742
33,787   34,252 -465
25,085   20,018 5,067
14,477   10,525 3,952
20,836   16,587 4,249
53,846   37,615 16,231
19,701   18,436 1,265
38,575   26,633 11,942
9,976   9,976 0
57,814   68,746 -10,932
27,414   29,694 -2,280
49,263   28,464 20,799
33,227   53,404 -20,177
61,879   45,704 16,175
25,830   24,322 1,508
78,853   80,320 -1,467
5,412   5,190 222
113,355   58,823 54,532
11,151   8,202 2,949
35,967   87,876 -51,909
20,077   23,261 -3,184
24,459   17,104 7,355
104,690   107,815 -3,125
175,809   62,000 113,809
58,142   56,577 1,565
124,794   108,849 15,945
20,694   12,050 8,644
14,565   16,862 -2,297
58,930   48,787 10,143
37,090   24,646 12,444
23,661   18,339 5,322
58,702   72,526 -13,824
149,597   87,347 62,250
30,086   23,189 6,897
20,776   22,586 -1,810
22,905   21,102 1,803
15,750   15,820 -70
164,457   162,686 1,771
21,333   25,635 -4,302
12,091   6,505 5,586
30,720   28,918 1,802
194,007   164,199 29,808
32,418   58,450 -26,032
16,853   16,576 277
14,261   6,468 7,793
18,167   17,322 845
30,325   23,401 6,924
664     664
16,363   3,718 12,645
21,718   19,690 2,028
15,761   21,763 -6,002
186,429   110,548 75,881
74,045   47,181 26,864
22,473   22,961 -488
167,906   143,560 24,346
35,914   20,436 15,478
23,383   21,598 1,785
55,868   39,283 16,585
145,843   140,776 5,067
48,217   46,405 1,812
6,789   8,087 -1,298
32,577   17,933 14,644
186,686   79,847 106,839
37,181   54,087 -16,906
100,988   109,258 -8,270
122,974   124,960 -1,986
110,597   122,607 -12,010
110,154   110,901 -747
100,854   105,120 -4,266
104,050   109,831 -5,781
114,108   115,980 -1,872
55,000   55,000 0
102,890   116,574 -13,684
100,131   110,109 -9,978
97,633   110,018 -12,385
46,254   50,262 -4,008
112,981   125,340 -12,359
34,095   40,721 -6,626
98,207   111,283 -13,076
50,100   50,922 -822
39,422   45,449 -6,027
200,474   201,233 -759
66,650   66,718 -68
104,694   104,627 67
133,476   142,402 -8,926
213,192   217,061 -3,869
492,323   506,713 -14,390
118,791   126,625 -7,834
1,024,857   1,043,170 -18,313
98,424   99,772 -1,348
277,623   295,994 -18,371
14,935   15,050 -115
100,280   109,584 -9,304
61,857   66,613 -4,756
64,200   69,196 -4,996
209,920   209,378 542
588,626   602,857 -14,231
96,965   108,001 -11,036
85,680   86,186 -506
148,280   156,120 -7,840
549,090   564,713 -15,623
174,010   186,252 -12,242
419,265   492,251 -72,986
877,809   925,169 -47,360
1,026   1,043 -17
247,542   253,078 -5,536
231,914   247,840 -15,926
105,552   103,134 2,418
65     65
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       -2,837
b       3,402
c       490
d       -642
e       3,204
      1,168
      -810
      -1,340
      220
      -242
      194
      296
      -299
      -4,102
      57
      6,555
      -234
      998
      2,401
      -915
      536
      4
      206
      328
      215
      45
      4,943
      -164
      3,520
      227
      1,190
      841
      -6,391
      5,349
      3,568
      240
      166
      1,458
      -516
      1,997
      73
      4,153
      2,100
      1,738
      1,076
      226
      412
      79
      5,724
      -788
      316,354
      25,696
      -53,302
      7,465
      944
      103,557
      9,372
      -1,860
      -14,919
      54,214
      22,264
      -14,091
      604
      48,548
      -25,620
      -684
      -216
      804
      5,643
      -3,313
      -1,135
      3,522
      5,913
      -6,124
      -2,927
      -10,668
      -698
      2,820
      -80,423
      808
      25
      112,070
      -4,374
      1,958
      28,620
      1,978
      47,578
      -18,489
      4,891
      -19,598
      8,917
      -742
      -465
      5,067
      3,952
      4,249
      16,231
      1,265
      11,942
      0
      -10,932
      -2,280
      20,799
      -20,177
      16,175
      1,508
      -1,467
      222
      54,532
      2,949
      -51,909
      -3,184
      7,355
      -3,125
      113,809
      1,565
      15,945
      8,644
      -2,297
      10,143
      12,444
      5,322
      -13,824
      62,250
      6,897
      -1,810
      1,803
      -70
      1,771
      -4,302
      5,586
      1,802
      29,808
      -26,032
      277
      7,793
      845
      6,924
      664
      12,645
      2,028
      -6,002
      75,881
      26,864
      -488
      24,346
      15,478
      1,785
      16,585
      5,067
      1,812
      -1,298
      14,644
      106,839
      -16,906
      -8,270
      -1,986
      -12,010
      -747
      -4,266
      -5,781
      -1,872
      0
      -13,684
      -9,978
      -12,385
      -4,008
      -12,359
      -6,626
      -13,076
      -822
      -6,027
      -759
      -68
      67
      -8,926
      -3,869
      -14,390
      -7,834
      -18,313
      -1,348
      -18,371
      -115
      -9,304
      -4,756
      -4,996
      542
      -14,231
      -11,036
      -506
      -7,840
      -15,623
      -12,242
      -72,986
      -47,360
      -17
      -5,536
      -15,926
      2,418
      65
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 2 766,288
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  
Form 990-PF (2022)
Form 990-PF (2022)
Page 4
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 15,539
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 15,539
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 15,539
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 3,846
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 30,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 33,846
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. 8 595
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 17,712
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow17,712 Refundedright arrow 11 0
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 2022 or the taxable year beginning in 2022? 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
Form 990-PF (2022)
Form 990-PF (2022)
Page 5
Part VI-A
Statements Regarding Activities (continued)
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 arrowTHE ORGANIZATION Telephone no.right arrow (804) 784-4246

Located atright arrowPO BOX 70MANAKINSABOTVA ZIP+4right arrow23103
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 2022, 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
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)
Yes
 
(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
 
No
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 2022? .............
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 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
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 2022 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 2022.) .....................
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 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
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
 
No
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
MARJORIE WEBB DIRECTOR
1.00 		25,000 0 0
PO BOX 70
MANAKINSABOT,VA23103
ASHTON HARRISON DIRECTOR
1.00 		25,000 0 0
PO BOX 70
MANAKINSABOT,VA23103
MARY H KEEVIL DIRECTOR
1.00 		25,000 0 0
PO BOX 70
MANAKINSABOT,VA23103
ANNE H ARMSTRONG DIRECTOR
1.00 		25,000 0 0
PO BOX 70
MANAKINSABOT,VA23103
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 (2022)
Form 990-PF (2022)
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  
2  
3  
4  
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 (2022)
Form 990-PF (2022)
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
49,121,088
b
Average of monthly cash balances.......................
1b
345,096
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
49,466,184
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
49,466,184
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
741,993
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
48,724,191
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
2,436,210
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
2,436,210
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
15,539
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
15,539
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,420,671
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
2,420,671
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
2,420,671
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
2,663,383
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
2,663,383
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2021 		(c)
2021 		(d)
2022
1 Distributable amount for 2022 from Part X, line 7 2,420,671
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 2,663,383
b Total for prior years:20, 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2017......  
b From 2018......  
c From 2019......  
d From 2020......  
e From 2021......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 2,663,383
a Applied to 2021, but not more than line 2a 2,663,383
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 2022 distributable amount..... 0
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2022. 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 0
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 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 .......... 		2,420,671
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 2017 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2018....  
b Excess from 2019....  
c Excess from 2020....  
d Excess from 2021....  
e Excess from 2022....  
Form 990-PF (2022)
Form 990-PF (2022)
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 2022, 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) 2022 (b) 2021 (c) 2020 (d) 2019
         
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 (2022)
Form 990-PF (2022)
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

BARNSSTABLE CLEAN WATER COALITION

864 MAIN ST
OSTERVILLE,MA02655 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 30,000

BLUE RIDGE SCHOOL

273 MAYO DR
ST GEORGE,VA22935 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 100,000

BOCA GRANDE HEALTH CLINIC

320 PARK AVE
BOCA GRANDE,FL33921 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 40,000

BOCA GRANDE WOMEN'S CLUB

131 WEST 1ST ST
BOCA GRANDE,FL33921 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 12,500

BOY'S & GIRL'S CLUB OF RICHMOND

5511 STAPLES MILL RD
RICHMOND,VA23228 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 25,000

CHESAPEAKE BAY FOUNDATION

6 HERNDON AVE
ANNAPOLIS,MD21403 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 100,000

COLUMBIA UNIVERSITY

535 W 116TH STREET
NEW YORK,NY10027 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 125,000

COMMUNITY HEALTH CARE CENTER OF CAPE COD

107 COMMERCIAL ST
MASHPEE,MA02649 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 25,000

CRISTO REY RICHMOND HIGH SCHOOL

304 N SHEPPARD ST
RICHMOND,VA23221 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 10,000

CROSSOVER MINISTRY INC

8600 QUIOCCASIN RD
RICHMOND,VA23229 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 30,000

CURE ALZHEIMER'S FUND

34 WASHINTON ST SUITE 310
WELLESLEY HILLS,VA02481 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 60,000

ELK HILL FARM INC

1975 ELK HILL RD
GOOCHLAND,VA23063 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 75,000

EPISCOPAL HIGH SCHOOL

1200 N QUAKER LANE
ALEXANDRIA,VA22302 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 10,000

FEED MORE

1415 RHOADMILLER ST
RICHMOND,VA23220 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 25,000

FOCUSED ULTRASOUND FOUNCATION

1230 CEDARS CT
CHARLOTTESVILLE,VA22903 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 55,000

FOXCROFT SCHOOL

PO BOX 5555
MIDDLEBURG,VA20118 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 50,000

GASPARILLA ISLAND CONSERVATON AND IMPROVEMENT ASSOCIATION INC

131 1ST ST W 8
BOCA GRANDE,FL33921 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 145,000

GOOCHLAND CARES

2999 RIVER RD
W GOOCHLAND,VA23063 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 10,000

GOOCHLAND FAMILY YMCA

1800 DICKINSON ROAD
GOOCHLAND,VA23063 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 25,845

GREATER RICHMOND FIT4KIDS

2500 WEST BROAD
RICHMOND,VA23220 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 10,000

GREENWICH ACADEMY

200 N MAPLE AVE
GREENWICH,CT06830 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 7,500

GREENWICH HOSPITAL FOUNDATION

5 PERRYIDGE ROAD
GREENWICH,CT06830 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 25,000

HABITAT FOR HUMANITY OF GOOCHLAND

PO BOX 1016
GOOCHLAND,VA23063 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 5,000

HARRY CHAPIN FOOD BANK

3760 FOWLER ST
FT MYERS,FL33901 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 10,000

HEALTH BRIGADE

1010 N THOMPSON ST
RICHMOND,VA23230 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 10,000

HOLTON ARMS SCHOOL

7303 RIVER ROAD
BETHESDA,MD20817 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 20,000

HOUSING ASSISTANCE CORPORATION

60 W MAIN ST 1
HYANNIS,MA02601 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 25,000

JAMES RIVER ASSOCIATION

4833 OLD MAINT ST
RICHMOND,VA23231 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 185,848

SAFE HARBOR

2006 BREMO RD 201
RICHMOND,VA23226 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 10,000

ST ANNE'S BELFIELD SCHOOL

2132 IVY RD
CHARLOTTESVILLE,VA22903 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 30,000

ST CATHERINE'S SCHOOL FOUNDATION

6001 GROVE AVE
RICHMOND,VA23226 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 35,000

ST JOSEPH'S VILLA

8000 BROOKE ROAD
RICHMOND,VA23227 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 25,000

ST CHRISTOPHERS SCHOOL

711 ST CHRISTOPHERS ROAD
RICHMOND,VA23226 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 5,000

SUNCOAST HUMANE SOCIETY INC

6781 SAN CASA DR
ENGLEWOOD,FL34224 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 5,845

SWEET BRIAR

PO BOX 1055
SWEET BRIAR,VA24595 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 10,000

THE BANNER LAKE CLUB

12212 SE LANTANA AVE
HOBE SOUND,FL33455 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 10,000

THE ISLAND SCHOOL FOUNDATION

135 1ST ST W
BOCA GRANDE,FL33921 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 55,000

THE LANCASTER PLAYERS

361 CHESAPEAKE DR
WHITE STONE,VA22578 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 10,000

THE NEW COMMUNITY SCHOOL

4211 HERMITAGE RD
RICHMOND,VA23227 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 10,000

THE VIRGINIA HOME

1101 HAMPTON STREET
RICHMOND,VA23220 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 10,000

THE WINGSPAN FOUNDATION

7146 HESPERIDES DR
WARRENTON,VA20186 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 10,845

THOMAS JEFFERSON FOUNDATION INC

PO BOX 316
CHARLOTTESVILLE,VA22902 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 35,000

TRIWAY TRAIL

BOX 300
IRVINGTON,VA22480 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 20,000

UNIVERSITY OF VIRGINIA

PO BOX 400101
CHARLOTTESVILLE,VA22904 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 665,000

VIRGINIA MUSUEM OF FINE ARTS

200 NORTH BOULEVARD
RICHMOND,VA23220 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 20,000

WOODS HOLE OCEANOGRAPHIC INSTITUTE

15 SCHOOL ST
WOODS HOLE,MA02543 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 25,000

ANNA JULIA COOPER SCHOOL

2100 N 29TH STREET
RICHMOND,VA23223 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 80,000

CAMP HOLIDAY TRAILS INC

400 HOLIDAY TRAILS LANE
CHARLOTTESVILLE,VA22903 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 50,000

JHW FOUNDATION

1200 DOVER CREEK LANE
MANAKINSABOT,VA23103 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 10,000

BOYS AND GIRLS CLUB OF MARTIN COUNTY

9357 SE OLYMPUS ST
HOBE SOUND,FL33455 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 10,000

RAPPAHANNOCK ART LEAQUE INC

200 NORTH BOULEVARD
RICHMOND,VA23220 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 65,000

STRATFORD HALL

483 GREAT HOUSE ROAD
STRATFORD,VA22558 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 20,000

BOCA GRANDE DISASTER FUND

PO BOX 1468
BOCA GRANDE,FL33921 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 12,500

MAYMONT FOUNDATION

1000 WESTOVER ROAD
RICHMOND,VA23220 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 35,000

THE RIVERSIDE FOUNDATION

14588 IL-22
LINCOLNSHIRE,IL60069 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 20,000

CIRCLE CENTER ADULT DAY CARE SERVICE

4900 W MARSHALL STREET
RICHMOND,VA23230 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 15,000

BON SECOURS RICHMOND FOUNDATION

5855 BREMO ROAD
RICHMOND,VA23226 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 90,000

COLLEGIATE SCHOOL

103 N MOORELAND ROAD
RICHMOND,VA23229 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 2,500

THE TRUSTEES OF RESERVATIONS

200 HIGH STREET
BOSTON,ME02110 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 10,000
Total .................................right arrow 3a 2,663,383
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2022)
Form 990-PF (2022)
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 ........... 		         
4 Dividends and interest from securities ....     14 606,049  
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 .....     14 9,208  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 766,288  
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 1,381,545 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,381,545
(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 (2022)
Form 990-PF (2022)
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 (2022)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2022 AccountingFeesSchedule
Name:
THE HARRISON FOUNDATION
EIN:
26-0353463
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 9,245 9,245   0

TY 2022 InvestmentsCorpStockSchedule
Name:
THE HARRISON FOUNDATION
EIN:
26-0353463
Name of Stock End of Year Book Value End of Year Fair Market Value
BESSEMER TRUST 33,354,274 42,007,586

TY 2022 InvestmentsOtherSchedule2
Name:
THE HARRISON FOUNDATION
EIN:
26-0353463
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
BESSEMER TRUST AT COST 3,980,831 6,101,728

TY 2022 OtherExpensesSchedule
Name:
THE HARRISON FOUNDATION
EIN:
26-0353463
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEES AND LICENSES 469 0   0


TY 2022 OtherIncomeSchedule2
Name:
THE HARRISON FOUNDATION
EIN:
26-0353463
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FIFTH AVE PRIVATE EQUITY FUND 0 1,069 0
PARTNERSHIP DISTRIBUTIONS 9,208 0 9,208


TY 2022 OtherIncreasesSchedule
Name:
THE HARRISON FOUNDATION
EIN:
26-0353463
Description Amount
BOOK TAX DIFFERENCE IN COST BASIS 8,359


TY 2022 OtherProfessionalFeesSchedule
Name:
THE HARRISON FOUNDATION
EIN:
26-0353463
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 142,817 142,817   0


TY 2022 TaxesSchedule
Name:
THE HARRISON FOUNDATION
EIN:
26-0353463
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 3,450 3,450   0
EXCISE TAXES 34,515 0   0