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
DUN FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 346
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MIDDLEBURG, VA20118
A Employer identification number

20-4463281
B Telephone number (see instructions)

(540) 687-6057
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$4,943,126J 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 4  
4 Dividends and interest from securities... 109,351 103,822  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -13,737
b Gross sales price for all assets on line 6a 449,670
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........ 95,618 103,826  
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).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
15,900 0   15,900
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
57,895 57,895   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
2,729 2,729   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 17,818 0   17,818
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
12,218 0   12,218
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 106,560 60,624   45,936
25 Contributions, gifts, grants paid....... 326,000 326,000
26 Total expenses and disbursements. Add lines 24 and 25 432,560 60,624   371,936
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -336,942
b Net investment income (if negative, enter -0-) 43,202
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.............      
2 Savings and temporary cash investments......... 41,688 42,283 42,283
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)....... 2,293,986 Click to see attachment
List of Attached Documents:
// Content
1,752,373 		4,444,234
c Investments—corporate bonds (attach schedule)....... 257,369 Click to see attachment
List of Attached Documents:
// Content
457,527 		453,465
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).......... 0 Click to see attachment
List of Attached Documents:
// Content
3,144 		3,144
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) 2,593,043 2,255,327 4,943,126
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 2,593,043 2,255,327
29 Total net assets or fund balances (see instructions)..... 2,593,043 2,255,327
30 Total liabilities and net assets/fund balances (see instructions). 2,593,043 2,255,327
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
2,593,043
2
Enter amount from Part I, line 27a .....................
2
-336,942
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
2,256,101
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
774
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,255,327
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.)
1 a PUBLICLY TRADED SECURITIES P    
b CAPITAL GAINS DIVIDENDS P    
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 444,841   463,407 -18,566
b 4,829     4,829
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       -18,566
b       4,829
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 -13,737
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) 1 601
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........................... 3 601
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- ..... 5 601
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 2,200
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 2,200
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 1,599
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow1,599 Refundedright arrow 11 0
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. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
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
 
No
Website addressright arrowN/A
14
The books are in care ofright arrowOFFICERS Telephone no.right arrow (540) 687-6057

Located atright arrow107 WEST FEDERAL STREET UNIT 9MIDDLEBURGVA ZIP+4right arrow20117
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
P DOUGLAS FOUT PRESIDENT/TREASURER
1.00 		0 0 0
107 WEST FEDERAL STREET UNIT 9
MIDDLEBURG,VA20117
NINA FOUT SECRETARY
1.00 		0 0 0
107 WEST FEDERAL STREET UNIT 9
MIDDLEBURG,VA20117
VIRGINIA FOUT VICE PRESIDENT
1.00 		0 0 0
107 WEST FEDERAL STREET UNIT 9
MIDDLEBURG,VA20117
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  
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 (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
4,551,514
b
Average of monthly cash balances.......................
1b
41,985
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
4,593,499
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
4,593,499
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
68,902
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
4,524,597
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
226,230
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
226,230
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
601
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
601
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
225,629
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
225,629
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
225,629
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
371,936
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
371,936
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 7 225,629
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...... 77,456
b From 2019...... 78,166
c From 2020...... 67,232
d From 2021...... 107,690
e From 2022...... 115,029
f Total of lines 3a through e ........ 445,573
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 371,936
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..... 225,629
e Remaining amount distributed out of corpus 146,307
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 5 591,880
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) ... 		77,456
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		514,424
10 Analysis of line 9:
a Excess from 2019.... 78,166
b Excess from 2020.... 67,232
c Excess from 2021.... 107,690
d Excess from 2022.... 115,029
e Excess from 2023.... 146,307
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 e-mail address of the person to whom applications should be addressed:
P DOUGLAS FOUT
PO BOX 346
MIDDLEBURG,VA20118
(540) 687-6057
bThe form in which applications should be submitted and information and materials they should include:
NO GRANTS TO CHARITIES HAVE BEEN MADE; ONLY DIRECT CONTRIBUTIONS.
cAny submission deadlines:
NO GRANTS TO CHARITIES HAVE BEEN MADE; ONLY DIRECT CONTRIBUTIONS.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NO GRANTS TO CHARITIES HAVE BEEN MADE; ONLY DIRECT CONTRIBUTIONS.
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

A PLACE TO BE MUSIC THERAPY

8 N JAY ST
MIDDLEBURG,VA20117 		NONE NC PUBLIC CHARITY 2,000

ACADEMY MUSEUM OF MOTION PICTURES

8949 WILSHIRE BLVD
BEVERLY HILLS,CA90211 		NONE NC PUBLIC CHARITY 1,000

AMERICAN FARMLAND TRUST

P O BOX 758603
TOPEKA,KS666759961 		NONE NC PUBLIC CHARITY 10,000

AMERICAN POINTER RESCUE

9949 MALLOW STREET
MANASSAS,VA20110 		NONE NC PUBLIC CHARITY 79

AMERICAN POINTER RESCUE

9949 MALLOW STREET
MANASSAS,VA20110 		NONE NC PUBLIC CHARITY 326

ANGELS AMONG US

P O BOX 1063
QUENTIN,PA17083 		NONE NC PUBLIC CHARITY 2,500

AQUARIUM OF THE PACIFIC

320 GOLDEN SHORE
LONG BEACH,CA90802 		NONE NC PUBLIC CHARITY 169

BLUE RIDGE WILDLIFE CENTER

106 ISLAND FARM LANE
BOYCE,VA22620 		NONE NC PUBLIC CHARITY 1,000

BLUE RIDGE WILDLIFE CENTER

106 ISLAND FARM LANE
BOYCE,VA22620 		NONE NC PUBLIC CHARITY 1,500

BUCHANAN HALL

8549 JOHN S MOSBY HWY
UPPERVILLE,VA20184 		NONE NC PUBLIC CHARITY 1,000

BUFFALO INTERNATIONAL HORSE SHOW

950 AMHERST ST
BUFFALO,NY14216 		NONE NC PUBLIC CHARITY 1,000

BUFFALO THERAPEUTIC RIDING CENTER

950 AMHERST ST
BUFFALO,NY14216 		NONE NC PUBLIC CHARITY 1,200

BULL RUN MOUNTAIN CONSERVANCY

P O BOX 210
BROAD RUN,VA20137 		NONE NC PUBLIC CHARITY 5,000

DEFENDERS OF WILDLIFE

P O BOX 1551
MERRIFIELD,VA221169881 		NONE NC PUBLIC CHARITY 1,000

DUCKS UNLIMITED

6904 PENTRIDGE LANE
CHESTERTOWN,MD216205400 		NONE NC PUBLIC CHARITY 20,000

EAGLE RIVER WATERSHED COUNCIL

P O BOX 1477
GYPSUM,CO81637 		NONE NC PUBLIC CHARITY 1,000

EAGLE VALLEY LAND TRUST

P O BOX 3016
EDWARDS,CO81632 		NONE NC PUBLIC CHARITY 1,000

EARTHJUSTICE

50 CALIFORNIA STREET SUITE 500
SAN FRANCISCO,CA941119846 		NONE NC PUBLIC CHARITY 1,000

ELTON JOHN AIDS FOUNDATION

584 BROADWAY SUITE 1006
NEW YORK,NY10012 		NONE NC PUBLIC CHARITY 5,500

ENVIRONMENTAL DEFENSE FUND

P O BOX 98051
WASHINGTON,DC20077 		NONE NC PUBLIC CHARITY 1,000

EQUINE LAND CONSERVATION RESOURCE

4037 IRON WORKS PARKWAY SUITE 120
LEXINGTON,KY40511 		NONE NC PUBLIC CHARITY 1,000

EQUUS FOUNDATION

168 LONG LOTS ROAD
WESTPORT,CT06880 		NONE NC PUBLIC CHARITY 5,000

FAUQUIER EDUCATION FARM

8428 MEETZE RD
WARRENTON,VA20187 		NONE NC PUBLIC CHARITY 2,000

FRIENDS OF THE EARTH

P O BOX 96466
WASHINGTON,DC20077 		NONE NC PUBLIC CHARITY 500

FSEEE

P O BOX 11615
EUGENE,OR974403815 		NONE NC PUBLIC CHARITY 1,000

FULL CIRCLE ALLIANCE

P O BOX 210
COALDALE,CO81222 		NONE NC PUBLIC CHARITY 6,000

GLENWOOD PARK TRUST

P O BOX 467
MIDDLEBURG,VA20118 		NONE NC PUBLIC CHARITY 1,042

GOOSE CREEK ASSOCIATION

P O BOX 1178
MIDDLEBURG,VA20118 		NONE NC PUBLIC CHARITY 250

GOOSE CREEK ASSOCIATION

P O BOX 1179
MIDDLEBURG,VA20119 		NONE NC PUBLIC CHARITY 250

GOOSE CREEK ASSOCIATION

P O BOX 1180
MIDDLEBURG,VA20120 		NONE NC PUBLIC CHARITY 500

GREAT MEADOW FOUNDATION

5089 OLD TAVERN ROAD
THE PLAINS,VA20198 		NONE NC PUBLIC CHARITY 2,500

GREATER LOS ANGELES ZOO ASSOCIATION

5333 ZOO DRIVE
LOS ANGELES,CA90027 		NONE NC PUBLIC CHARITY 255

GUIDE DOG FOUNDATION FOR THE BLIND INC

371 EAST JERICHO TURNPIKE
SMITHTOWN,NY11787 		NONE NC PUBLIC CHARITY 100

GUIDING EYES FOR THE BLIND

611 GRANITE SPRINGS RD
YORKTOWN HEIGHTS,NY10598 		NONE NC PUBLIC CHARITY 100

GUIDING EYES FOR THE BLIND

611 GRANITE SPRINGS RD
YORKTOWN HEIGHTS,NY10598 		NONE NC PUBLIC CHARITY 100

HARLEM SCHOOL OF THE ARTS

645 ST NICHOLAS AVE
NEW YORK,NY10030 		NONE NC PUBLIC CHARITY 4,500

HARTMAN'S HAVEN DOG RESCUE

123 MAIN ST
CONOVER,NC28613 		NONE NC PUBLIC CHARITY 2,500

HOLLYWOOD SCHOOLHOUSE

1233 N MCCADDEN PL
LOS ANGELES,CA90038 		NONE NC PUBLIC CHARITY 2,500

HOLLYWOOD SCHOOLHOUSE

1233 N MCCADDEN PL
LOS ANGELES,CA90038 		NONE NC PUBLIC CHARITY 1,500

HUMAN-BEAVER COEXISTENCE FUND

123 MAIN ST
MIDDLEBURG,VA20118 		NONE NC PUBLIC CHARITY 500

IAFF

1750 NEW YORK AVENUE NW SUITE 300
WASHINGTON,DC20006 		NONE NC PUBLIC CHARITY 2,500

IFAW

1400 16TH ST NW 510
WASHINGTON,DC20036 		NONE NC PUBLIC CHARITY 250

INSTITUTE FOUNDATION

P O BOX 910
BERRYVILLE,VA22611 		NONE NC PUBLIC CHARITY 5,000

INSTITUTE FOUNDATION

P O BOX 910
BERRYVILLE,VA22611 		NONE NC PUBLIC CHARITY 2,000

JANIES FUND

3320 BROTHER BLVD
MEMPHIS,TN38133 		NONE NC PUBLIC CHARITY 5,000

LACMA

5905 WILSHIRE BLVD
LOS ANGELES,CA90036 		NONE NC PUBLIC CHARITY 2,500

LEAGUE OF CONSERVATION VOTERS

740 15TH STREET NW SUITE 700
WASHINGTON,DC20005 		NONE NC PUBLIC CHARITY 2,000

LITTLE LONGEARS MINATURE DONKEY RESCUE

P O BOX 1840
MERRIFIELD,VA22116 		NONE NC PUBLIC CHARITY 250

LITTLE LONGEARS MINATURE DONKEY RESCUE

P O BOX 1840
MERRIFIELD,VA22116 		NONE NC PUBLIC CHARITY 500

LOS ANGELES CONSERVANCY

523 WEST SIXTH STREET SUITE 826
LOS ANGELES,CA90014 		NONE NC PUBLIC CHARITY 500

LOUDOUN BENEFIT HORSE SHOW

P O BOX 601
UPPERVILLE,VA20185 		NONE NC PUBLIC CHARITY 5,000

MERCY MEDICAL ANGELS

4620 HAYGOOD ROAD 3
VIRGINIA BEACH,VA23455 		NONE NC PUBLIC CHARITY 7,500

MERCY MEDICAL ANGELS

4620 HAYGOOD ROAD 3
VIRGINIA BEACH,VA23455 		NONE NC PUBLIC CHARITY 10,000

MIDDLEBURG CLASSIC

P O BOX 601
UPPERVILLE,VA20185 		NONE NC PUBLIC CHARITY 20,000

MIDDLEBURG CLASSIC

P O BOX 601
UPPERVILLE,VA20185 		NONE NC PUBLIC CHARITY 3,500

MIDDLEBURG COMMUNITY CENTER

P O BOX 265
MIDDLEBURG,VA20118 		NONE NC PUBLIC CHARITY 1,000

MIDDLEBURG COMMUNITY CENTER

P O BOX 265
MIDDLEBURG,VA20118 		NONE NC PUBLIC CHARITY 250

MIDDLEBURG HUMANE FOUNDATION

5000 CUNNINGHAM FARM DR
MARSHALL,VA20115 		NONE NC PUBLIC CHARITY 1,000

MIDDLEBURG HUMANE FOUNDATION

5000 CUNNINGHAM FARM DR
MARSHALL,VA20115 		NONE NC PUBLIC CHARITY 500

MIDDLEBURG LIBRARY ADVISORY BOARD

P O BOX 1823
MIDDLEBURG,VA20118 		NONE NC PUBLIC CHARITY 500

MIDDLEBURG LIBRARY ADVISORY BOARD

P O BOX 1823
MIDDLEBURG,VA20118 		NONE NC PUBLIC CHARITY 500

MIDDLEBURG SPRING RACE ASSOCIATION

107 W FEDERAL ST 9B
MIDDLEBURG,VA20117 		NONE NC PUBLIC CHARITY 10,029

MOC BEAGLES INC

P O BOX 346
MIDDLEBURG,VA20118 		NONE NC PUBLIC CHARITY 2,000

MORVEN PARK

P O BOX 6228
LEESBURG,VA20178 		NONE NC PUBLIC CHARITY 250

MORVEN PARK

P O BOX 6228
LEESBURG,VA20178 		NONE NC PUBLIC CHARITY 2,000

NATIONAL BEAGLE CLUB OF AMERICA

22265 OATLANDS ROAD
ALDIE,VA20105 		NONE NC PUBLIC CHARITY 500

NATIONAL PARK FOUNDATION

P O BOX 17394
BALTIMORE,MD21297 		NONE NC PUBLIC CHARITY 1,000

NATIONAL PARK FOUNDATION

P O BOX 17394
BALTIMORE,MD21297 		NONE NC PUBLIC CHARITY 150

NATIONAL PARKS CONSERVATION ASSOCIATION

P O BOX 97202
WASHINGTON,DC200907202 		NONE NC PUBLIC CHARITY 1,000

NATURAL RESOURCES DEFENSE COUNCIL

P O BOX 1830
MERRIFIELD,VA221168030 		NONE NC PUBLIC CHARITY 500

NATURAL RESOURCES DEFENSE COUNCIL

P O BOX 1830
MERRIFIELD,VA221168030 		NONE NC PUBLIC CHARITY 500

NRDC ACTION FUND

P O BOX 1830
MERRIFIELD,VA221168030 		NONE NC PUBLIC CHARITY 1,000

OCEAN CONSERVANCY

P O BOX 96003
WASHINGTON,DC200906003 		NONE NC PUBLIC CHARITY 500

OCEAN CONSERVANCY

P O BOX 96003
WASHINGTON,DC200906003 		NONE NC PUBLIC CHARITY 500

OCH CONSERVATION FOUNDATION

P O BOX 247
THE PLAINS,VA20198 		NONE NC PUBLIC CHARITY 1,000

PAWS FOR LIFE

P O BOX 407
CHESAPEAKE CITY,MD29195 		NONE NC PUBLIC CHARITY 2,500

PIEDMONT ENVIRONMENTAL COUNCIL

P O BOX 460
WARRENTON,VA20188 		NONE NC PUBLIC CHARITY 5,000

PIEDMONT FOX HOUNDS CONSERVATION FUND

P O BOX 592
UPPERVILLE,VA20185 		NONE NC PUBLIC CHARITY 1,000

PIEDMONT JOURNALISM FOUNDATION

53 SOUTH THIRD STREET
WARRENTON,VA20186 		NONE NC PUBLIC CHARITY 1,000

PIPER'S DREAM RESCUE

P O BOX 463
VALLEY COTTAGE,NY10989 		NONE NC PUBLIC CHARITY 750

POINTER RESCUEORG INC

9949 MALLOW STREET
MANASSAS,VA20110 		NONE NC PUBLIC CHARITY 1,000

ROCKY MOUNTAIN ELK FOUNDATION

3227 EASTBURN ROAD
CHARLOTTE,NC28210 		NONE NC PUBLIC CHARITY 20,000

SHAKESPEARE THEATRE COMPANY

516 EIGHTH ST SE
WASHINGTON,DC20077 		NONE NC PUBLIC CHARITY 500

SHENANDOAH NATIONAL PARK TRUST

1950 ALLIED STREET STE C
CHARLOTTESVILLE,VA22903 		NONE NC PUBLIC CHARITY 1,000

SHENANDOAH NATIONAL PARK TRUST

1950 ALLIED STREET STE C
CHARLOTTESVILLE,VA22903 		NONE NC PUBLIC CHARITY 1,000

SIERRA CLUB

2101 WEBSTER STREET STE 1300
OAKLAND,CA946123011 		NONE NC PUBLIC CHARITY 1,000

SOUTHERN ENVIRONMENTAL LAW CENTER

122 C ST NW SUITE 325
WASHINGTON,DC20001 		NONE NC PUBLIC CHARITY 2,500

SPROUT THERAPEUTIC RIDING CENTER

40685 LITTLE RIVER TPKE
ALDIE,VA20105 		NONE NC PUBLIC CHARITY 2,000

ST JUDE CHILDREN'S RESEARCH HOSPITAL

262 DANNY THOMAS PLACE
MEMPHIS,TN38105 		NONE NC PUBLIC CHARITY 100

T C WILLIAMS YOUTH SPORT CAMPS

13110 CREST HILL ROAD
FLINT HILL,VA22627 		NONE NC PUBLIC CHARITY 5,000

TEMPLE GWATHMEY STEEPLECHASE FOUNDATION

400 FAIR HILL DRIVE
ELKTON,MD21921 		NONE NC PUBLIC CHARITY 1,000

TEMPLE GWATHMEY STEEPLECHASE FOUNDATION

400 FAIR HILL DRIVE
ELKTON,MD21921 		NONE NC PUBLIC CHARITY 2,000

THE DOWNSTREAM PROJECT

P O BOX 1000
BERRYVILLE,VA22611 		NONE NC PUBLIC CHARITY 2,000

THE ELIZABETH TAYLOR AIDS FOUNDATION

9701 WILSHIRE BOULEVARD STE 600
BEVERLY HILLS,CA90212 		NONE NC PUBLIC CHARITY 1,000

THE HILL SCHOOL

130 SOUTH MADISON ST
MIDDLEBURG,VA20117 		NONE NC PUBLIC CHARITY 500

THE NATIONAL SPORTING LIBRARY

102 THE PLAINS ROAD PO BOX 1335
MIDDLEBURG,VA20118 		NONE NC PUBLIC CHARITY 20,000

THE NATIONAL SPORTING LIBRARY

102 THE PLAINS ROAD PO BOX 1335
MIDDLEBURG,VA20118 		NONE NC PUBLIC CHARITY 500

THE NATURE CONSERVANCY

P O BOX 1556
MERRIFIELD,VA22116 		NONE NC PUBLIC CHARITY 1,000

THE PLAINS COMMUNITY LEAGUE

P O BOX 432
THE PLAINS,VA20198 		NONE NC PUBLIC CHARITY 500

THE PLAINS VOLUNTEER FIRE DEPARTMENT

P O BOX 93
THE PLAINS,VA20198 		NONE NC PUBLIC CHARITY 2,000

THE TRUST FOR PUBLIC LAND

P O BOX 96315
WASHINGTON,DC200777110 		NONE NC PUBLIC CHARITY 2,500

THE TRUST FOR PUBLIC LAND

P O BOX 96315
WASHINGTON,DC200777110 		NONE NC PUBLIC CHARITY 500

THE TRUST FOR PUBLIC LAND

P O BOX 96315
WASHINGTON,DC200777110 		NONE NC PUBLIC CHARITY 250

TROUT UNLIMITED

1777 N KENT ST 100
ARLINGTON,VA22209 		NONE NC PUBLIC CHARITY 1,000

TROUT UNLIMITED

1777 N KENT ST 100
ARLINGTON,VA22209 		NONE NC PUBLIC CHARITY 1,500

UNIVERSITY OF SAN FRANCISCO

2130 FULTON ST
SAN FRANCISCO,CA94117 		NONE NC PUBLIC CHARITY 500

UPPERVILLE COLT & HORSE SHOW

P O BOX 239
UPPERVILLE,VA20185 		NONE NC PUBLIC CHARITY 8,500

UPPERVILLE COLT & HORSE SHOW

P O BOX 239
UPPERVILLE,VA20185 		NONE NC PUBLIC CHARITY 7,500

UPPERVILLE COLT & HORSE SHOW

P O BOX 239
UPPERVILLE,VA20185 		NONE NC PUBLIC CHARITY 750

UPPERVILLE COLT & HORSE SHOW

P O BOX 239
UPPERVILLE,VA20185 		NONE NC PUBLIC CHARITY 500

UPPERVILLE COLT & HORSE SHOW

P O BOX 239
UPPERVILLE,VA20185 		NONE NC PUBLIC CHARITY 8,500

USHJA

3870 CIGAR LN
LEXINGTON,KY40511 		NONE NC PUBLIC CHARITY 1,000

VERMONT LAND TRUST

8 BAILEY AVENUE
MONTPELIER,VT05602 		NONE NC PUBLIC CHARITY 1,000

VIRGINIA HORSE CENTER FOUNDATION

487 MAURY RIVER ROAD
LEXINGTON,VA24450 		NONE NC PUBLIC CHARITY 1,000

VIRGINIA PIEDMONT HERITAGE AREA

P O BOX 1497
MIDDLEBURG,VA20118 		NONE NC PUBLIC CHARITY 500

VIRGINIA PIEDMONT HERITAGE AREA

P O BOX 1497
MIDDLEBURG,VA20118 		NONE NC PUBLIC CHARITY 500

VIRGINIA POINT TO POINT FOUNDATION

P O BOX 1877
MIDDLEBURG,VA20118 		NONE NC PUBLIC CHARITY 2,500

WARRENTON HORSE SHOW

P O BOX 535
WARRENTON,VA20188 		NONE NC PUBLIC CHARITY 100

WARRENTON HORSE SHOW

P O BOX 535
WARRENTON,VA20188 		NONE NC PUBLIC CHARITY 1,000

WARRENTON PONY SHOW

P O BOX 794
WARRENTON,VA20188 		NONE NC PUBLIC CHARITY 1,000

WASHINGTON INTERNATIONAL HORSE SHOW

1320 CAPE ST CLAIRE RD 615
ANNAPOLIS,MD21409 		NONE NC PUBLIC CHARITY 5,000

WASHINGTON INTERNATIONAL HORSE SHOW

1321 CAPE ST CLAIRE RD 615
ANNAPOLIS,MD21410 		NONE NC PUBLIC CHARITY 5,000

WASHINGTON INTERNATIONAL HORSE SHOW

1322 CAPE ST CLAIRE RD 615
ANNAPOLIS,MD21411 		NONE NC PUBLIC CHARITY 5,000

WASHINGTON INTERNATIONAL HORSE SHOW

1323 CAPE ST CLAIRE RD 615
ANNAPOLIS,MD21412 		NONE NC PUBLIC CHARITY 5,000

WINDY HILL FOUNDATION

P O BOX 1593
MIDDLEBURG,VA20118 		NONE NC PUBLIC CHARITY 5,000

YOUTH VILLAGESJANIE'S FUND

3320 BROTHER BLVD
MEMPHIS,TN38133 		NONE NC PUBLIC CHARITY 5,000
Total .................................right arrow 3a 326,000
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 ........... 		        4
4 Dividends and interest from securities ....         109,351
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 ............ 		        -13,737
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 0 95,618
13Total. Add line 12, columns (b), (d), and (e)..................
13
95,618
(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.)
3 CONTRIBUTIONS ARE MADE TO PUBLIC CHARITIES FOR CHARITABLE PURPOSES IN ACCORDANCE DUN FOUNDATION EXEMPT PURPOSE
4 CONTRIBUTIONS ARE MADE TO PUBLIC CHARITIES FOR CHARITABLE PURPOSES IN ACCORDANCE DUN FOUNDATION EXEMPT PURPOSE
7 CONTRIBUTIONS ARE MADE TO PUBLIC CHARITIES FOR CHARITABLE PURPOSES IN ACCORDANCE DUN FOUNDATION EXEMPT PURPOSE
8 CONTRIBUTIONS ARE MADE TO PUBLIC CHARITIES FOR CHARITABLE PURPOSES IN ACCORDANCE DUN FOUNDATION EXEMPT PURPOSE
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

TY 2023 AccountingFeesSchedule
Name:
DUN FOUNDATION
EIN:
20-4463281
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BOOKKEEPING 11,700 0   11,700
TAX PREPARATION 4,200 0   4,200

TY 2023 InvestmentsCorpBondsSchedule
Name:
DUN FOUNDATION
EIN:
20-4463281
Name of Bond End of Year Book Value End of Year Fair Market Value
CORPORATE FIXED 457,527 453,465

TY 2023 InvestmentsCorpStockSchedule
Name:
DUN FOUNDATION
EIN:
20-4463281
Name of Stock End of Year Book Value End of Year Fair Market Value
VARIOUS U.S. AND INTERNATIONAL SECURITIES 1,752,373 4,444,234

TY 2023 InvestmentsOtherSchedule2
Name:
DUN FOUNDATION
EIN:
20-4463281
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ACCRUED INTEREST FMV 3,144 3,144

TY 2023 OtherDecreasesSchedule
Name:
DUN FOUNDATION
EIN:
20-4463281
Description Amount
ADJUSTMENT OF BOOK VALUE - INVESTMENTS 774


TY 2023 OtherExpensesSchedule
Name:
DUN FOUNDATION
EIN:
20-4463281
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OFFICE EXPENSES 11,232 0   11,232
PAYROLL EXPENSES 46 0   46
INSURANCE 940 0   940


TY 2023 OtherProfessionalFeesSchedule
Name:
DUN FOUNDATION
EIN:
20-4463281
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEE 57,895 57,895   0


TY 2023 SubstantialContributorsSch
Name:
DUN FOUNDATION
EIN:
20-4463281
Name Address
NATIONAL SPORTING LIBRARY AND MUSEUM
  		BOX 1335
MIDDLEBURG,VA20118
AMERICAN FARMLAND TRUST
  		P O BOX 758603
TOPEKA,KS666759961
ANGELS AMONG US
  		P O BOX 1063
QUENTIN,PA17083
ANGELS AMONG US
  		P O BOX 1063
QUENTIN,PA17083
BLUE RIDGE WILDLIFE CENTER
  		106 ISLAND FARM LANE
BOYCE,VA22620
BUCHANAN HALL
  		P O BOX 450
UPPERVILLE,VA20185
CITIZENS FOR FAUQUIER COUNTY
  		P O BOX 3486
WARRENTON,VA20188
DAKOTA'S DREAM
  		P O BOX 1814
WINCHESTER,VA22604
DEFENDERS OF WILDLIFE
  		P O BOX 1553
MERRIFIELD,VA221161553
DEFENDERS OF WILDLIFE
  		P O BOX 1553
MERRIFIELD,VA221161553
EAGLE VALLEY LAND TRUST
  		P O BOX 3016
EDWARDS,CO81632
EAGLE VALLEY LAND TRUST
  		P O BOX 3016
EDWARDS,CO81632
EARTHJUSTICE
  		50 CALIFORNIA STREE STE 500
SAN FRANCISCO,CA941119846
ENVIRONMENTAL DEFENSE FUND
  		257 PARK AVENUE SOUTH FLOOR 17
NEW YORK,NY10160
EQUINE LAND CONSERVATION RESOURCE
  		4037 IRON WORKS PARKWAY STE 120
LEXINGTON,KY40511
EQUINE LAND CONSERVATION RESOURCE
  		4037 IRON WORKS PARKWAY STE 120
LEXINGTON,KY40511
FRIENDS OF THE EARTH
  		P O BOX 96466
WASHINGTON,DC20077
FSEEE
  		P O BOX 11615
EUGENE,OR974403815
GOOSE CREEK ASSOCIATION
  		BOX 1178
MIDDLEBURG,VA20118
LEAGUE OF CONSERVATION VOTERS
  		740 15TH STREET NW STE 700
WASHINGTON,DC20005
MIDDLEBURG COMMUNITY CENTER
  		P O BOX 265
MIDDLEBURG,VA20118
MIDDLEBURG LIBRARY ADVISORY BOARD
  		P O BOX 1823
MIDDLEBURG,VA20118
MORVEN PARK
  		P O BOX 6228
LEESBURG,VA20178
MORVEN PARK
  		P O BOX 6228
LEESBURG,VA20178
NATIONAL PARK FOUNDATION
  		P O BOX 17394
BALTIMORE,MD21297
NATURAL RESOURCES DEFENSE COUNCIL
  		P O BOX 1830
MERRIFIELD,VA221168030
NATURAL RESOURCES DEFENSE COUNCIL
  		P O BOX 1830
MERRIFIELD,VA221168030
OCEAN CONSERVANCY
  		P O BOX 96003
WASHINGTON,DC200906003
PAWS FOR LIFE
  		P O BOX 407
CHESAPEAKE CITY,MD29195
PIEDMONT ENVIRONMENTAL COUNCIL
  		BOX 460
WARRENTON,VA20188
PIPER'S DREAM RESCUE
  		P O BOX 463
VALLEY COTTAGE,NY10989
POINTER RESCUEORG INC
  		9949 MALLOW STREET
MANASSAS,VA20110
SHENANDOAH NATIONAL PARK TRUST
  		1750 ALLIED STREET STE C
CHARLOTTESVILLE,VA22903
SIERRA CLUB FOUNDATION
  		2101 WEBSTER ST STE 1250
OAKLAND,CA94612
SIERRA CLUB VIRGINIA CHAPTER
  		100 W FRANKLIN ST MEZZANINE
RICHMOND,VA23220
SMITHSONIAN CONSERVATION BIOLOGY INST
  		1500 REMOUNT ROAD MRC 5521
FRONT ROYAL,VA22630
SOUTHERN ENVIRONMENTAL LAW CENTER
  		201 WEST MAIN STREET STE 14
CHARLOTTESVILLE,VA22902
THE NATURE CONSERVANCY
  		P O BOX 1556
MERRIFIELD,VA22116
THE WESTERN GOOSE CREEK INITIATIVE
  		45 HORNER STREET
WARRENTON,VA20186
TROUT UNLIMITED
  		P O BOX 7400
WOOLLY BUGGER,WV254387400
TURN THE MILL AROUND CAMPAIGN
  		P O BOX 207
BROAD RUN,VA20137
UPPERVILLE COLT & HORSE SHOW
  		PO BOX 239
UPPERVILLE,VA20185
VIRGINIA LEAGUE OF CONSERVATION VOTERS
  		100 W FRANKLIN STREET STE 102
RICHMOND,VA23220
VIRGINIA PIEDMONT HERITAGE AREA
  		P O BOX 1497
MIDDLEBURG,VA20118
WARRENTON HORSE SHOW
  		P O BOX 535
WARRENTON,VA20188
WINDY HILL FOUNDATION
  		P O BOX 1593
MIDDLEBURG,VA20118
WINDY HILL FOUNDATION
  		P O BOX 1593
MIDDLEBURG,VA20118
BULL RUN MOUNTAIN CONSERVANCY
  		P O BOX 210
BROAD RUN,VA20137
BULL RUN MOUNTAIN CONSERVANCY
  		P O BOX 210
BROAD RUN,VA20137
DAKOTA'S DREAM
  		P O BOX 1814
WINCHESTER,VA22604
DUCKS UNLIMITED
  		6904 PENTRIDGE LANE
CHESTERTOWN,MD216205400
GLENWOOD PARK TRUST
  		PO BOX 467
MIDDLEBURG,VA20118
GLENWOOD PARK TRUST
  		PO BOX 467
MIDDLEBURG,VA20118
MIDDLEBURG SPRING RACE ASSOCIATION
  		BOX 1173
MIDDLEBURG,VA20118
MIDDLEBURG SPRING RACE ASSOCIATION
  		BOX 1173
MIDDLEBURG,VA20118
MIDDLEBURG SPRING RACE ASSOCIATION
  		BOX 1173
MIDDLEBURG,VA20118
MIDDLEBURG SPRING RACE ASSOCIATION
  		BOX 1173
MIDDLEBURG,VA20118
MIDDLEBURG SPRING RACE ASSOCIATION
  		BOX 1173
MIDDLEBURG,VA20118
PIPER'S DREAM RESCUE
  		P O BOX 463
VALLEY COTTAGE,NY10989
ROCKY MOUNTAIN ELK FOUNDATION
  		P O BOX 8249
MISSOULA,MT59807
ROCKY MOUNTAIN ELK FOUNDATION
  		P O BOX 8249
MISSOULA,MT59807
ROCKY MOUNTAIN ELK FOUNDATION
  		P O BOX 8249
MISSOULA,MT59807
SAINT JAMES SCHOOL
  		17641 COLLEGE ROAD
ST JAMES,MD21740
T C WILLIAMS YOUTH SPORT CAMPS
  		13110 CREST HILL ROAD
FLINT HILL,VA22627
TG STEEPLECHASE FOUNDATION INC
  		400 FAIR HILL DRIVE
ELKTON,MD21921
THE DOWNSTREAM PROJECT
  		P O BOX 1000
BERRYVILLE,VA22611
THE PLAINS VOLUNTEER FIRE DEPARTMENT
  		P O BOX 93
THE PLAINS,VA20198
VIRGINIA THOROUGHBRED PROJECT
  		P O BOX 518
MONTPELIER STATION,VA22957
AMFAR
  		120 WALL STREET 13TH FLOOR
NEW YORK,NY100053908
ANGELS AMONG US
  		P O BOX 1063
QUENTIN,PA17083
AQUARIUM OF THE PACIFIC
  		320 GOLDEN SHORE
LONG BEACH,CA90802
AQUARIUM OF THE PACIFIC
  		320 GOLDEN SHORE
LONG BEACH,CA90802
ATHLETES EQUITY RESOURCE CENTER
  		1202 SW 17TH STREET STE 201
OCALA,FL34471
BLACK UNIVERSITY
  		2538 4TH AVENUE 301
LOS ANGELES,CA90018
BLACK UNIVERSITY
  		2538 4TH AVENUE 301
LOS ANGELES,CA90018
BUFFALO THERAPEUTIC RIDING CENTER
  		950 AMHERST STREET
BUFFALO,NY14216
ELTON JOHN AIDS FOUNDATION
  		584 BROADWAY SUITE 906
NEW YORK,NY10012
EQUINE LAND CONSERVATION RESOURCE
  		4037 IRON WORKS PARKWAY STE 120
LEXINGTON,KY40511
EQUINE VOICES RESCUE & SANCTUARY
  		P O BOX 9597
PUEBLO,CO81008
GENTLE GIANTS
  		P O BOX 5058
HAGERSTOWN,MD217415058
GREATER LOS ANGELES ZOO ASSOCIATION
  		5333 ZOO DRIVE
LOS ANGELES,CA90027
GUARDIANS OF RESCUE
  		P O BOX 1204
MERRIFIELD,VA22116
HOLLYWOOD SCHOOLHOUSE
  		1233 N MCCADDEN PLACE
HOLLYWOOD,CA90038
HOLLYWOOD SCHOOLHOUSE
  		1233 N MCCADDEN PLACE
HOLLYWOOD,CA90038
HOLLYWOOD SCHOOLHOUSE
  		1233 N MCCADDEN PLACE
HOLLYWOOD,CA90038
HOLLYWOOD SCHOOLHOUSE
  		1233 N MCCADDEN PLACE
HOLLYWOOD,CA90038
HOLLYWOOD SCHOOLHOUSE
  		1233 N MCCADDEN PLACE
HOLLYWOOD,CA90038
K9 LIFELINE RESCUE
  		P O BOX 1585
MERRIFIELD,VA22116
LACMA
  		5905 WILSHIRE BLVD
LOS ANGELES,CA90036
LIFESAVERS WILD HORSE RESCUE RANCH
  		P O BOX 1226
MERRIFIELD,VA22116
LITTLE LONGEARS MINATURE DONKEY RESCUE
  		P O BOX 1840
MERRIFIELD,VA22116
LOS ANGELES CONSERVANCY
  		523 WEST SIXTH STREET SUITE 826
LOS ANGELES,CA90014
LOS ANGELES PHILHARMOIC
  		P O BOX 60427
LOS ANGELES,CA90060
LOUDOUN BENEFIT HORSE SHOW
  		P O BOX 601
UPPERVILLE,VA20185
MIDDLEBURG CLASSIC
  		P O BOX 601
UPPERVILLE,VA20185
NATIONAL CHILDREN'S CANCER SOCIETY
  		500 N BROADWAY 1850
ST LOUIS,MO63102
NATIONAL PARK FOUNDATION
  		P O BOX 17394
BALTIMORE,MD21297
NATIONAL SPORTING LIBRARY AND MUSEUM
  		BOX 1335
MIDDLEBURG,VA20118
ORPHAN ACRES
  		P O BOX 110
VIOLA,ID838720110
SCHOOL ON WHEELS
  		P O BOX 23371
VENTURA,CA93002
ST JUDE CHILDREN'S RESEARCH HOSPITAL
  		P O BOX 50
MEMPHIS,TN38101
THE CAPITAL CHALLENGE HORSE SHOW
  		P O BOX 669
BOKEELIA,FL33922
THE DEVON HORSE SHOW &COUNTRY FAIR FNDN
  		PO BOX 865
DEVON,PA19333
THE ELIZABETH TAYLOR AIDS FOUNDATION
  		9701 WILSHIRE BOULEVARD STE 600
BEVERLY HILLS,CA90212
THE ELIZABETH TAYLOR AIDS FOUNDATION
  		9701 WILSHIRE BOULEVARD STE 600
BEVERLY HILLS,CA90212
THE MIDNIGHT MISSION
  		601 SAN PEDRO STREET
LOS ANGELES,CA90014
THE PLAINS COMMUNITY LEAGUE
  		P O BOX 432
THE PLAINS,VA20198
THE TRUST FOR PUBLIC LAND
  		P O BOX 96315
WASHINGTON,DC200777110
TIGER CREEK
  		P O BOX 4968
TYLER,TX757121968
UNIVERSITY OF SAN FRANCISCO
  		2130 FULTON STREET
SAN FRANCISCO,CA941171050
UPPERVILLE COLT & HORSE SHOW
  		PO BOX 239
UPPERVILLE,VA20185
UPPERVILLE COLT & HORSE SHOW
  		PO BOX 239
UPPERVILLE,VA20185
UPPERVILLE COLT & HORSE SHOW
  		PO BOX 239
UPPERVILLE,VA20185
WARRENTON HORSE SHOW
  		P O BOX 535
WARRENTON,VA20188
WARRENTON PONY SHOW
  		P O BOX 794
WARRENTON,VA20188
WASHINGTON INTERNATIONAL HORSE SHOW
  		1320 CAPE ST CLAIRE RD 615
ANNAPOLIS,MD21409
WASHINGTON INTERNATIONAL HORSE SHOW
  		1320 CAPE ST CLAIRE RD 615
ANNAPOLIS,MD21409
WEST HOLLYWOOD SHERIFF'S FOUNDATION
  		780 N SAN VICENTE BLVD
WEST HOLLYWOOD,CA90069
WORLD WILDLIFE FUND
  		P O BOX 96555
WASHINGTON,DC200777789
YOUTH VILLAGESJANIE'S FUND
  		3320 BROTHER BLVD
MEMPHIS,TN38133


TY 2023 TaxesSchedule
Name:
DUN FOUNDATION
EIN:
20-4463281
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INTERNAL REVENUE SERVICE 2,100 2,100   0
MORGAN STANLEY - FOREIGN TAXES 629 629   0