TY 2023 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
right arrow

Go 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
HAZELWILD FARM EDUCATIONAL FOUNDATION

Number and street (or P.O. box number if mail is not delivered to street address)5325 HARRISON ROAD
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
FREDERICKSBURG, VA22401

A Employer identification number

52-1311337

B Telephone number (see instructions)

(540) 898-8219

C If exemption application is pending, check here right arrow

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. right arrow

2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... right arrow

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... right arrow

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) right arrow

$11,156,620J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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)


1	Contributions, gifts, grants, etc., received (attach schedule)	26,981
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	42,472		42,472	42,472
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		69,429
b	Gross sales price for all assets on line 6a 805,390
7	Capital gain net income (from Part IV, line 2)...			69,429
8	Net short-term capital gain.........				5,582
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......	List of Attached Documents: // Content	1,919,652	0	1,919,652
12	Total. Add lines 1 through 11........	2,058,534		111,901	1,967,706
13	Compensation of officers, directors, trustees, etc.	120,651		6,033	0	114,618
14	Other employee salaries and wages......	890,071		0	0	890,071
15	Pension plans, employee benefits.......	14,411		0	0	14,411
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	2,030	1,015	0	1,015
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	9,578	9,578	0	0
17	Interest...............	3,961		0	0	3,691
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	92,935	33	0	92,902
19	Depreciation (attach schedule) and depletion...	List of Attached Documents: // Content	83,585	0	57,164
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	719,849	0	0	719,849
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	1,937,071		16,659	57,164	1,836,557
25	Contributions, gifts, grants paid.......	1,835				1,835
26	Total expenses and disbursements. Add lines 24 and 25	1,938,906		16,659	57,164	1,838,392
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	119,628
b	Net investment income (if negative, enter -0-)			95,242
c	Adjusted net income (if negative, enter -0-)...				1,910,542

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2023)

Form 990-PF (2023)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	376,274	364,876	364,876
	2	Savings and temporary cash investments.........
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......	1,184,162	List of Attached Documents: // Content 1,224,317	1,404,884
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........
	14	Land, buildings, and equipment: basis 4,449,201
		Less: accumulated depreciation (attach schedule) 1,838,554	2,561,269	List of Attached Documents: // Content 2,610,647	9,380,183
	15	Other assets (describe )	List of Attached Documents: // Content 0	List of Attached Documents: // Content 6,677	List of Attached Documents: // Content 6,677
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	4,121,705	4,206,517	11,156,620
	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)......	73,936	List of Attached Documents: // Content 40,000
	22	Other liabilities (describe )	List of Attached Documents: // Content 1,168	List of Attached Documents: // Content 288
	23	Total liabilities (add lines 17 through 22).........	75,104	40,288
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	1,786,942	1,786,942
	27	Paid-in or capital surplus, or land, bldg., and equipment fund	0	0
	28	Retained earnings, accumulated income, endowment, or other funds	2,259,659	2,379,287
	29	Total net assets or fund balances (see instructions).....	4,046,601	4,166,229
	30	Total liabilities and net assets/fund balances (see instructions).	4,121,705	4,206,517

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

4,046,601

Enter amount from Part I, line 27a .....................

119,628

Other increases not included in line 2 (itemize) right arrow

Add lines 1, 2, and 3 ..........................

4,166,229

Decreases not included in line 2 (itemize) right arrow

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

4,166,229

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
1 a	PUBLICLY TRADED SECURITIES	P
b	PUBLICLY TRADED SECURITIES	P
c	LAND EASEMENT- 0.35 ACRES	P
d
e

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	254,822	249,240	5,582
b	537,068	485,021	52,047
c	13,500	1,700	11,800
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			5,582
b			52,047
c			11,800
d
e

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	69,429
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 ...................		3	5,582

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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	1,324
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	1,324
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	1,324
6	Credits/Payments:

a	2023 estimated tax payments and 2022 overpayment credited to 2023	6a	2,440
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	2,440
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. List of Attached Documents: // Content		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	1,116
11	Enter the amount of line 10 to be: Credited to 2024 estimated tax1,116	Refunded	11	0

Form 990-PF (2023)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. right arrow

$ 0

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

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? ................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address right arrow

HAZELWILDFARM.COM

The books are in care of right arrow

ESTHER MERRIWEATHER Telephone no. right arrow

(540) 898-8219

Located at right arrow

5325 HARRISON ROADFREDERICKSBURGVA ZIP+4 right arrow

22407

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

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)

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

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)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

(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)

(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)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here ........ right arrow

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? .............

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)):

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?....................

If "Yes," list the years right arrow

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

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.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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? ..

Form 990-PF (2023)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(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)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(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)

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 ........

Organizations relying on a current notice regarding disaster assistance check ......... right arrow

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? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

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? .........................

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-)
DWIGHT SULLIVAN	DIRECTOR 1.00	0
8900 MILLWOOD DRIVE SPOTSYLVANIA,VA22551	DIRECTOR 1.00	0
STEPHANIE A MACIOR	PRESIDENT 40.00	72,400
10903 WOODLAND DRIVE FREDERICKSBURG,VA22407	PRESIDENT 40.00	72,400
SAMUEL HARDING	DIRECTOR 1.00	0
1111 SUNKEN ROAD FREDERICKSBURG,VA22401	DIRECTOR 1.00	0
THOMAS BLALOCK	DIRECTOR 1.00	0
1000 LINDSAY COURT FREDERICKSBURG,VA22401	DIRECTOR 1.00	0
SARAH H L BRADY	DIRECTOR 1.00	0
1209 PRINCE EDWARD STREET FREDERICKSBURG,VA22401	DIRECTOR 1.00	0
ESTHER L MERRIWEATHER	TREASURER 40.00	48,251
2 LAKESIDE CT RUTHER GLEN,VA22546	TREASURER 40.00	48,251

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...................				0

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 arrow

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 arrow

Form 990-PF (2023)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

1,330,676

Average of monthly cash balances.......................

404,507

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

1,735,183

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

1,735,183

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

26,028

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

1,709,155

Minimum investment return. Enter 5% (0.05) of line 5................

85,458

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.)

Minimum investment return from Part IX, line 6..................

Tax on investment income for 2022 from Part V, line 5.......

Income tax for 2022. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

Distributable amount before adjustments. Subtract line 2c from line 1............

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

1,838,392

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

1,838,392

Form 990-PF (2023)

Page 9

Part XII

Undistributed Income (see instructions)

		(a) Corpus	(b) Years prior to 2022	(c) 2022	(d) 2023
1 Distributable amount for 2023 from Part X, line 7
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......
b Total for prior years:20 , 20, 20
3 Excess distributions carryover, if any, to 2022:
a From 2018......
b From 2019......
c From 2020......
d From 2021......
e From 2022......
f Total of lines 3a through e ........
4Qualifying distributions for 2023 from Part
XI, line 4: $
a Applied to 2022, but not more than line 2a
b Applied to undistributed income of prior years (Election required—see instructions).....
c Treated as distributions out of corpus (Election required—see instructions)........
d Applied to 2023 distributable amount.....
e Remaining amount distributed out of corpus
5 Excess distributions carryover applied to 2023.
(If an amount appears in column (d), the same amount must be shown in column (a).)
6Enter the net total of each column as indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........
e Undistributed income for 2022. Subtract line 4a from line 2a. Taxable amount—see instructions .............
f Undistributed income for 2023. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2024 ..........
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......
8 Excess distributions carryover from 2018 not applied on line 5 or line 7 (see instructions) ...
9 Excess distributions carryover to 2024. Subtract lines 7 and 8 from line 6a ......
10 Analysis of line 9:
a Excess from 2019....
b Excess from 2020....
c Excess from 2021....
d Excess from 2022....
e Excess from 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 4942(j)(3) or4942(j)(5)

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part IX for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2023	(b) 2022	(c) 2021	(d) 2020	(e) Total
	85,458	83,913	82,115	67,511	318,997
b 85% (0.85) of line 2a .........	72,639	71,326	69,798	57,384	271,147
c Qualifying distributions from Part XI, line 4 for each year listed .....	1,838,392	1,608,645	1,519,610	1,376,460	6,343,107
d Amounts included in line 2c not used directly for active conduct of exempt activities ..........	0	0	0	0	0
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....	1,838,392	1,608,645	1,519,610	1,376,460	6,343,107
3 Complete 3a, b, or c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......	11,156,620	10,993,693	10,552,156	10,322,464	43,024,933
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)	9,421,437	9,289,879	8,884,849	8,951,690	36,547,855
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part IX, line 6 for each year listed ..					0
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) ....					0
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....					0
(3) Largest amount of support from an exempt organization					0
(4) Gross investment income					0

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

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

aThe name, address, and telephone number or email address of the person to whom applications should be addressed:

bThe form in which applications should be submitted and information and materials they should include:

cAny submission deadlines:

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

Form 990-PF (2023)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
NATIONAL CHILD SAFETY COUNCIL PO BOX 448 FREDERICKSBURG,VA22404	NONE	OTHER PUBLIC CHARITY	GENERAL CHARITABLE DONATION	310
PETA 501 FRONT ST NORFOLK,VA23510	NONE	OTHER PUBLIC CHARITY	GENERAL CHARITABLE DONATION	100
PUSH OF LOVE 104 SUNNY BROOK TERRACE 411 GAITHERSBURG,MD20877	NONE	OTHER PUBLIC CHARITY	GENERAL CHARITABLE DONATION	200
STILL MEADOWS ENRICHMENT CENTER & CAMP 11992 HOLLAR SCHOOL ROAD LINVILLE,VA22834	NONE	OTHER PUBLIC CHARITY	GENERAL CHARITABLE DONATION	500
THE SALVATION ARMY SHOE FUND 2014-C LAFAYETTE BLVD FREDERICKSBURG,VA22407	NONE	OTHER PUBLIC CHARITY	GENERAL CHARITABLE DONATION	500
VHSA 400 ROSEDALE COURT SUIT 100 WARRENTON,VA20186	NONE	OTHER PUBLIC CHARITY	GENERAL CHARITABLE DONATION	100
WORLD WILDLIFE FUND PO BOX 96555 WASHINGTON,DC20077	NONE	OTHER PUBLIC CHARITY	GENERAL CHARITABLE DONATION	125
Total ................................. 3a				1,835

bApproved for future payment

Total ................................. 3b				0

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	(e) Related or exempt function income (See instructions.)
aRIDING PROGRAM					646,041
bKINDERGARDEN					921,083
cCAMP					252,985
dRELATED ACTIVITIES					67,215
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 ....					42,472
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 ............					69,429
9 Net income or (loss) from special events:			01	17,572
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		17,572	1,999,225

13Total. Add line 12, columns (b), (d), and (e)..................

2,016,797

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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.)
1A	PROVIDES EQUESTRIAN STUDIES TO INTERESTED INDIVIDUALS AND IS THE
1A	HOME OF THE MARY WASHINGTON COLLEGE RIDING PROGRAM
1B	PROVIDES BOARDING AND DAY CAMPS AND KINDERGARDEN FOR CHILDREN AND
1C	YOUNG ADULTS IN A FAMILY FARM ENVIRONMENT
1D	RELATED ACTIVITIES TO ABOVE

Form 990-PF (2023)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

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

Form 990-PF (2023)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

Schedule B
(Form 990)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

Name of the organization

HAZELWILD FARM EDUCATIONAL FOUNDATION

Employer identification number

52-1311337

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Arrow Bullet

Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).

For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.

Cat. No. 30613XSchedule B (Form 990) (2023)

Schedule B (Form 990) (2023) Page 2

Name of organization HAZELWILD FARM EDUCATIONAL FOUNDATION

Part I Contributors	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
1	THE COMMUNITY FOUNDATION OF THE RAPPAHANNOCK RIVER REGION 725 JACKSON STREET FREDERICKSBURG, VA22401	$ 20,000	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)

Schedule B (Form 990) (2023)

Page 3

Name of organization HAZELWILD FARM EDUCATIONAL FOUNDATION		Employer identification number 52-1311337

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990) (2023)

Schedule B (Form 990) (2023)

Page 4


Name of organization HAZELWILD FARM EDUCATIONAL FOUNDATION			Employer identification number 52-1311337
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

Schedule B (Form 990) (2023)

Additional Data

Software ID:
Software Version:

- TIN:

TY 2023 AccountingFeesSchedule

Name:

HAZELWILD FARM EDUCATIONAL FOUNDATION

EIN:

52-1311337

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
BISHOP, FARMER & CO.	2,030	1,015	0	1,015

- TIN:

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2023 DepreciationSchedule

Name:

HAZELWILD FARM EDUCATIONAL FOUNDATION

EIN:

52-1311337

Description of Property	Date Acquired	Cost or Other Basis	Prior Years' Depreciation	Computation Method	Rate / Life (# of years)	Current Year's Depreciation Expense	Adjusted Net Income
LITTLE GIANT 28' ELEVATOR	1991-12-17	2,025	2,025	SL	7.000000000000	0	0
PEQUES 8T HAY WAGON	1991-12-17	1,000	1,000	SL	7.000000000000	0	0
H & S 10T HAY WAGON	1991-12-17	1,000	1,000	SL	7.000000000000	0	0
FARM EQUIPMENT	1994-06-30	1,500	1,499	200DB	7.000000000000	0	0
HAY WAGON	1995-06-02	2,000	2,000	SL	7.000000000000	0	0
USED HAY WAGON	1995-09-11	1,650	1,650	SL	7.000000000000	0	0
HAYBINE	1995-06-30	13,900	13,900	SL	7.000000000000	0	0
BUILDINGS	1989-01-01	400,000	400,000	SL	31.500000000000	0	0
IMPROVEMENTS-MAIN HOUSE	1989-06-30	9,232	9,232	SL	31.500000000000	0	0
FENCING	1989-06-30	17,134	17,134	SL	31.500000000000	0	0
TENNIS COURT IMPROVEMENTS	1989-06-30	6,700	6,700	SL	31.500000000000	0	0
FENCING	1990-06-30	7,499	7,499	SL	31.500000000000	0	0
ELECTRCAL WORK	1990-06-30	7,891	7,891	SL	31.500000000000	0	0
BARN	1990-06-30	184,660	184,660	SL	31.500000000000	0	0
BARN REPAIRS	1990-06-30	2,000	2,000	SL	31.500000000000	0	0
HEATER FOR COWPALACE	1991-01-15	4,100	4,096	SL	31.500000000000	0	0
ELECTRICAL WORK	1991-01-15	5,397	5,388	SL	31.500000000000	0	0
KITCHEN FLOOR - COWPALACE	1991-03-15	2,450	2,450	SL	31.500000000000	0	0
SAND AND GRAVEL- RIDING RING	1991-05-06	6,210	6,210	SL	10.000000000000	0	0
AIR CONDITIONING - COWPALACE	1992-01-15	8,842	8,698	SL	31.500000000000	144	144
FENCING	1992-03-15	10,088	9,854	SL	31.500000000000	227	227
AIR CONDITIONING - OFFICE & NURSES	1992-08-14	2,210	2,127	SL	31.500000000000	70	70
ELECTRIC SYS - TENANT BUILDING	1992-09-01	2,196	2,120	SL	31.500000000000	70	70
EMERGENCY LIGHTS - SCHOOL BUILDING	1993-04-23	1,074	1,074	200DB	7.000000000000	0	0
SECURITY ALARM - SCHOOL BUILDING	1993-04-23	4,246	4,245	200DB	7.000000000000	0	0
BLEACHERS - INDOOR ARENA	1993-04-23	2,016	2,016	200DB	7.000000000000	0	0
CABINETS AND LOCKERS - BARN	1993-08-01	3,400	3,400	200DB	7.000000000000	0	0
FENCING	1994-06-30	1,652	1,652	200DB	7.000000000000	0	0
IMPROVMNTS- LITTLE GIRLS COTTAGE	1995-06-13	8,435	5,949	SL	39.000000000000	216	216
IMPROVEMENTS- BOYS COTTAGE	1995-05-25	1,598	1,133	SL	39.000000000000	41	41
POOL REPAIRS	1995-06-22	4,000	4,000	SL	7.000000000000	0	0
1979 HARTMAN TRAILER	1989-01-01	5,000	5,000	200DB	5.000000000000	0	0
1978 CHEVY VAN	1989-01-01	1,875	1,875	200DB	5.000000000000	0	0
BROOD MARE	1991-12-20	2,000	2,000	SL	7.000000000000	0	0
BULL YADKIN FARM	1992-05-15	1,050	1,050	200DB	7.000000000000	0	0
PONY MARIE - GENSING	1992-10-30	1,000	1,000	200DB	7.000000000000	0	0
PULL DISK	1989-01-01	100	100	SL	7.000000000000	0	0
HAY WAGONS	1989-01-01	260	260	SL	7.000000000000	0	0
WOODS DIXIE CUTTER M-5	1989-01-01	650	650	SL	7.000000000000	0	0
NH 273 BALER W/ KICKER	1989-01-01	1,850	1,850	SL	7.000000000000	0	0
FARM EQUIPMENT	1990-06-30	1,500	1,500	SL	7.000000000000	0	0
GRAIN DRILL	1990-06-30	2,400	2,400	SL	7.000000000000	0	0
FARM EQUIPMENT	1989-05-18	1,775	1,775	SL	7.000000000000	0	0
PLAYGROUND EQUIPMENT	1989-06-14	1,020	1,020	SL	7.000000000000	0	0
CAMP EQUIPMENT	1990-06-30	2,384	2,384	SL	7.000000000000	0	0
SWIMMING POOL EQUIP	1990-01-01	4,500	4,500	SL	7.000000000000	0	0
DISH WASHER	1990-06-30	2,500	2,500	SL	7.000000000000	0	0
PLAYGROUND EQUIPMENT	1991-09-18	1,825	1,825	SL	7.000000000000	0	0
TABLES,CHAIRS,OFFICE EQUIP	1992-08-20	3,164	3,164	200DB	7.000000000000	0	0
HORSE SHOW JUMPS	1994-06-30	3,958	3,956	200DB	7.000000000000	0	0
SCHOOL FURNITURE	1994-06-30	3,705	3,704	200DB	7.000000000000	0	0
LIONS PRIDE - PLAYGROUND	1995-09-25	4,900	4,900	SL	7.000000000000	0	0
HORSE SHOW JUMPS	1992-08-20	1,932	1,932	200DB	7.000000000000	0	0
FAN IN CENTER BUILDING	1992-09-01	4,838	4,838	200DB	7.000000000000	0	0
WASHER DRYER - MAIN HOUSE	1993-04-21	796	796	200DB	7.000000000000	0	0
NEW POOL	1996-07-02	19,000	19,000	SL	15.000000000000	0	0
PLAYGROUND EQUIPMENT	1996-04-04	4,900	4,900	200DB	7.000000000000	0	0
LAND	1989-01-01	999,000		L		0	0
LAND	1997-06-02	973,952		L		0	0
KITCHEN STOVE	1997-01-08	2,000	2,000	SL	7.000000000000	0	0
BICYCLES	1997-04-09	1,045	1,045	SL	7.000000000000	0	0
ARCHERY SHED	1997-06-09	1,850	1,850	SL	7.000000000000	0	0
PLAYGROUND EQUIPMENT	1997-08-06	3,945	3,945	SL	7.000000000000	0	0
HANDY VAN	1998-06-22	2,995	2,995	SL	7.000000000000	0	0
NEW BUILDING - RIDING CENTER	1992-09-01	569,652	547,791	SL	31.500000000000	18,086	18,086
CANOE	1998-06-30	370	370	SL	7.000000000000	0	0
COMPUTERS	1998-06-30	2,820	2,820	SL	5.000000000000	0	0
HEAT PUMP	1999-03-12	1,978	1,978	SL	7.000000000000	0	0
HORSE - BARNEY	1999-05-07	3,000	3,000	SL	7.000000000000	0	0
HORSE - CARNIVAL	2000-02-11	1,600	1,600	SL	7.000000000000	0	0
NEW HOLLAND HAY ELEVATOR	2000-06-19	2,821	2,821	SL	7.000000000000	0	0
THERAPEUTIC RAMP	2000-10-17	3,010	3,010	SL	7.000000000000	0	0
TIREC-RUBBER FOOTING	2000-12-08	8,073	8,073	SL	7.000000000000	0	0
DIE-CUTTING MACHINE	2000-11-30	2,444	2,444	SL	7.000000000000	0	0
DISHWASHER AND PUMP	2000-09-15	4,443	4,443	SL	7.000000000000	0	0
COMPUTER SYSTEM	2001-01-05	1,188	1,188	SL	5.000000000000	0	0
AIR CONDITIONING UNIT	2001-05-08	3,200	3,200	SL	7.000000000000	0	0
REMODEL KITCHEN	2001-10-11	3,150	2,439	SL	27.500000000000	115	115
HORSE - MATT LOWE	2001-11-28	4,000	4,000	SL	7.000000000000	0	0
CABINETS FOR SCHOOL OFFICE	2001-06-30	4,500	4,500	SL	7.000000000000	0	0
IMPROVEMENTS	2002-02-21	2,300	2,204	SL	7.000000000000	0	0
COPIER	2002-01-30	3,215	2,115	SL	7.000000000000	0	0
OFFICE EQUIPMENT	2002-03-09	3,912	2,738	SL	7.000000000000	0	0
OFFICE EQUIPMENT	2002-04-10	3,912	2,738	SL	7.000000000000	0	0
COMPUTER SYSTEM	2002-06-14	826	578	SL	7.000000000000	0	0
HORSE CONTAINER TRAILER	2004-01-08	2,600	1,300	200DB	7.000000000000	0	0
ROAD DRAG	2004-06-08	3,575	1,787	200DB	7.000000000000	0	0
NEW HOLLAND 258 HAY RAKE	2005-05-04	5,100	5,100	200DB	7.000000000000	0	0
JOHN DEERE 348 HAY BALER	2005-06-27	26,090	26,090	200DB	7.000000000000	0	0
SCHOOL PARTITIONS AND CABINETS	2005-09-06	48,000	21,286	SL	39.000000000000	1,231	1,231
CAMP CLIMBING WALL	2005-05-11	5,075	5,075	200DB	7.000000000000	0	0
NEW ROOF - SCHOOL CENTER	2005-03-28	30,334	13,842	SL	39.000000000000	778	778
MANURE SPREADER MS 1112	2006-03-07	4,620	4,620	200DB	7.000000000000	0	0
SWIMMING POOL RENOVATION	2006-06-30	42,890	18,196	SL	39.000000000000	1,100	1,100
INDOOR RIDING ARENA RENOVATION	2006-06-30	9,633	4,086	SL	39.000000000000	247	247
SCHOOL BUILDING RENOVATION	2006-06-30	9,240	3,920	SL	39.000000000000	237	237
SCHOOL BUILDING HEAT AND AIR	2006-06-30	6,385	2,713	SL	39.000000000000	164	164
COT CARTS	2006-08-31	500	500	200DB	7.000000000000	0	0
SCHOOL ADDITION	2007-01-01	9,240	3,782	SL	39.000000000000	237	237
COMPUTER SYSTEM	2007-10-26	2,551	2,551	200DB	5.000000000000	0	0
KITCHEN RENOVATION	2008-04-15	12,599	4,751	SL	39.000000000000	323	323
KITCHEN AND EDUCATION BUILDING RESHINGLING	2008-03-18	10,950	4,156	SL	39.000000000000	281	281
PLAYGROUND EQUIPMENT	2008-07-16	6,931	3,465	200DB	7.000000000000	0	0
JOHN DEERE 5101E 4WD TRACTOR	2009-07-24	43,919	21,959	200DB	7.000000000000	0	0
TURBO-AIR FREEZER	2010-07-20	3,720	3,720	200DB	7.000000000000	0	0
OFFICE COPIER	2010-01-06	4,200	4,200	200DB	7.000000000000	0	0
PLAYGROUND EQUIPMENT	2011-10-07	5,000	5,000	200DB	7.000000000000	0	0
JD 5045D 2WD TRACTOR	2012-01-27	15,495	15,495	200DB	7.000000000000	0	0
TONU GT540 HAY TEDDER	2012-05-04	4,995	4,995	200DB	7.000000000000	0	0
PEQUEA 125 MANURE SPREADER	2015-07-09	7,027	7,027	200DB	7.000000000000	0	0
INDOOR RIDING ARENA FOOTING RENOVATION	2017-11-20	93,500	12,285	SL	39.000000000000	2,397	2,397
217 JD ROTARY HAY MOWER	2017-09-07	25,267	10,942	200DB	7.000000000000	1,128	3,610
2013 CHEVROLET SILVERADO PICKUP	2017-05-12	14,400	6,235	200DB	7.000000000000	643	2,057
COW PALACE RENOVATION	2018-04-27	192,293	23,217	SL	39.000000000000	4,931	4,931
MAIN OFFICE WINDOWS	2018-02-21	5,104	639	SL	39.000000000000	131	131
INDOOR ARENA RESTROOMS	2018-04-12	14,121	1,704	SL	39.000000000000	362	362
SCHOOL CTR ROOF RENOVATION	2018-08-14	13,700	1,536	SL	39.000000000000	351	351
INDOOR ARENA ROOF RENOVATION	2018-10-10	10,500	1,132	SL	39.000000000000	269	269
JD 2018 Z930M 54" MOWER	2018-03-28	9,472	7,360	200DB	7.000000000000	845	1,353
1999 NEW HOLLAND TRACTOR W/ LOADER	2018-09-17	15,000	11,656	200DB	7.000000000000	1,338	2,143
HORSE - PANCAKE	2018-09-17	7,500	5,828	200DB	7.000000000000	669	1,071
WATER COOLER	2015-03-18	145	71	200DB	7.000000000000	0	0
SCHOOL CENTER FLOOR TILE	2019-08-05	26,525	2,295	SL	39.000000000000	680	680
2007 CHEVROLET TRUCK	2020-03-06	2,000		200DB	7.000000000000	0	286
4 TOILETS - EDUCATION BUILDING	2021-09-29	7,844	260	SL	39.000000000000	201	201
FENCING - HARRISON RD FRONTAGE	2022-04-06	17,799	323	SL	39.000000000000	456	456
PAVING	2022-04-29	57,500	1,044	SL	39.000000000000	1,474	1,474
TEDDER MACHINE	2022-03-29	10,525	2,631	200DB	7.000000000000	2,256	1,504
MANURE SPREADER	2022-10-14	13,162	470	200DB	7.000000000000	3,626	1,880
LAWN MOWER	2022-10-31	12,104	432	200DB	7.000000000000	3,335	1,729
FEED BIN	2022-11-08	3,453	123	200DB	7.000000000000	951	493
HORSE - MO	2022-06-13	3,500	625	200DB	7.000000000000	821	500
HORSE - CHIEF	2022-08-17	5,000	536	200DB	7.000000000000	1,276	714
SPORTS SHED	2022-03-23	2,211	553	200DB	7.000000000000	474	316
SPORTS SHED	2022-04-07	4,422	789	200DB	7.000000000000	1,038	632
10X14 A-FRAME SHED	2022-04-21	6,634	1,184	200DB	7.000000000000	1,557	948
LIGHTING	2023-03-20	7,640		200DB	7.000000000000	6,330	819
OUTDOOR RIDING RINGS IMPROVEMENTS	2023-02-21	35,250		SL	39.000000000000	791	791
FENCING AROUND POOL	2023-06-02	4,013		200DB	7.000000000000	3,325	334
PLAYGROUND BOARDERS	2023-07-10	4,083		200DB	7.000000000000	3,383	292
BATHROOM TOILETS	2023-08-15	6,274		200DB	7.000000000000	5,198	373
ROOF & CHIMNEY	2023-12-26	65,745		SL	39.000000000000	70	70
GLASS DOORS	2023-10-31	2,990		200DB	7.000000000000	2,477	71
SHINGLES & DORMERS	2023-11-16	4,000		200DB	7.000000000000	3,314	48
DISHWASHER	2023-09-13	4,668		200DB	5.000000000000	3,921	311
LAND	1997-06-02	1,700		L		0	0

- TIN:

TY 2023 InvestmentsCorpStockSchedule

Name:

HAZELWILD FARM EDUCATIONAL FOUNDATION

EIN:

52-1311337

Name of Stock	End of Year Book Value	End of Year Fair Market Value
ATLANTIC UNION BANK PORTFOLIO	1,224,317	1,404,884

- TIN:

TY 2023 LandEtcSchedule2

Name:

HAZELWILD FARM EDUCATIONAL FOUNDATION

EIN:

52-1311337

Category / Item	Cost / Other Basis	Accumulated Depreciation	Book Value
LITTLE GIANT 28' ELEVATOR	2,025	2,025	0
PEQUES 8T HAY WAGON	1,000	1,000	0
H & S 10T HAY WAGON	1,000	1,000	0
FARM EQUIPMENT	1,500	1,499	1
HAY WAGON	2,000	2,000	0
USED HAY WAGON	1,650	1,650	0
HAYBINE	13,900	13,900	0
BUILDINGS	400,000	400,000	0
IMPROVEMENTS-MAIN HOUSE	9,232	9,232	0
FENCING	17,134	17,134	0
TENNIS COURT IMPROVEMENTS	6,700	6,700	0
FENCING	7,499	7,499	0
ELECTRCAL WORK	7,891	7,891	0
BARN	184,660	184,660	0
BARN REPAIRS	2,000	2,000	0
HEATER FOR COWPALACE	4,100	4,096	4
ELECTRICAL WORK	5,397	5,388	9
KITCHEN FLOOR - COWPALACE	2,450	2,450	0
SAND AND GRAVEL- RIDING RING	6,210	6,210	0
AIR CONDITIONING - COWPALACE	8,842	8,842	0
FENCING	10,088	10,081	7
AIR CONDITIONING - OFFICE & NURSES	2,210	2,197	13
ELECTRIC SYS - TENANT BUILDING	2,196	2,190	6
EMERGENCY LIGHTS - SCHOOL BUILDING	1,074	1,074	0
SECURITY ALARM - SCHOOL BUILDING	4,246	4,245	1
BLEACHERS - INDOOR ARENA	2,016	2,016	0
CABINETS AND LOCKERS - BARN	3,400	3,400	0
FENCING	1,652	1,652	0
IMPROVMNTS- LITTLE GIRLS COTTAGE	8,435	6,165	2,270
IMPROVEMENTS- BOYS COTTAGE	1,598	1,174	424
POOL REPAIRS	4,000	4,000	0
1979 HARTMAN TRAILER	5,000	5,000	0
1978 CHEVY VAN	1,875	1,875	0
BROOD MARE	2,000	2,000	0
BULL YADKIN FARM	1,050	1,050	0
PONY MARIE - GENSING	1,000	1,000	0
PULL DISK	100	100	0
HAY WAGONS	260	260	0
WOODS DIXIE CUTTER M-5	650	650	0
NH 273 BALER W/ KICKER	1,850	1,850	0
FARM EQUIPMENT	1,500	1,500	0
GRAIN DRILL	2,400	2,400	0
FARM EQUIPMENT	1,775	1,775	0
PLAYGROUND EQUIPMENT	1,020	1,020	0
CAMP EQUIPMENT	2,384	2,384	0
SWIMMING POOL EQUIP	4,500	4,500	0
DISH WASHER	2,500	2,500	0
PLAYGROUND EQUIPMENT	1,825	1,825	0
TABLES,CHAIRS,OFFICE EQUIP	3,164	3,164	0
HORSE SHOW JUMPS	3,958	3,956	2
SCHOOL FURNITURE	3,705	3,704	1
LIONS PRIDE - PLAYGROUND	4,900	4,900	0
HORSE SHOW JUMPS	1,932	1,932	0
FAN IN CENTER BUILDING	4,838	4,838	0
WASHER DRYER - MAIN HOUSE	796	796	0
NEW POOL	19,000	19,000	0
PLAYGROUND EQUIPMENT	4,900	4,900	0
LAND	999,000	0	999,000
LAND	973,952	0	973,952
KITCHEN STOVE	2,000	2,000	0
BICYCLES	1,045	1,045	0
ARCHERY SHED	1,850	1,850	0
PLAYGROUND EQUIPMENT	3,945	3,945	0
HANDY VAN	2,995	2,995	0
NEW BUILDING - RIDING CENTER	569,652	565,877	3,775
CANOE	370	370	0
COMPUTERS	2,820	2,820	0
HEAT PUMP	1,978	1,978	0
HORSE - BARNEY	3,000	3,000	0
HORSE - CARNIVAL	1,600	1,600	0
NEW HOLLAND HAY ELEVATOR	2,821	2,821	0
THERAPEUTIC RAMP	3,010	3,010	0
TIREC-RUBBER FOOTING	8,073	8,073	0
DIE-CUTTING MACHINE	2,444	2,444	0
DISHWASHER AND PUMP	4,443	4,443	0
COMPUTER SYSTEM	1,188	1,188	0
AIR CONDITIONING UNIT	3,200	3,200	0
REMODEL KITCHEN	3,150	2,554	596
HORSE - MATT LOWE	4,000	4,000	0
CABINETS FOR SCHOOL OFFICE	4,500	4,500	0
IMPROVEMENTS	2,300	2,204	96
COPIER	3,215	3,215	0
OFFICE EQUIPMENT	3,912	3,912	0
OFFICE EQUIPMENT	3,912	3,912	0
COMPUTER SYSTEM	826	826	0
HORSE CONTAINER TRAILER	2,600	2,600	0
ROAD DRAG	3,575	3,575	0
NEW HOLLAND 258 HAY RAKE	5,100	5,100	0
JOHN DEERE 348 HAY BALER	26,090	26,090	0
SCHOOL PARTITIONS AND CABINETS	48,000	22,517	25,483
CAMP CLIMBING WALL	5,075	5,075	0
NEW ROOF - SCHOOL CENTER	30,334	14,620	15,714
MANURE SPREADER MS 1112	4,620	4,620	0
SWIMMING POOL RENOVATION	42,890	19,296	23,594
INDOOR RIDING ARENA RENOVATION	9,633	4,333	5,300
SCHOOL BUILDING RENOVATION	9,240	4,157	5,083
SCHOOL BUILDING HEAT AND AIR	6,385	2,877	3,508
COT CARTS	500	500	0
SCHOOL ADDITION	9,240	4,019	5,221
COMPUTER SYSTEM	2,551	2,551	0
KITCHEN RENOVATION	12,599	5,074	7,525
KITCHEN AND EDUCATION BUILDING RESHINGLING	10,950	4,437	6,513
PLAYGROUND EQUIPMENT	6,931	6,931	0
JOHN DEERE 5101E 4WD TRACTOR	43,919	43,919	0
TURBO-AIR FREEZER	3,720	3,720	0
OFFICE COPIER	4,200	4,200	0
PLAYGROUND EQUIPMENT	5,000	5,000	0
JD 5045D 2WD TRACTOR	15,495	15,495	0
TONU GT540 HAY TEDDER	4,995	4,995	0
PEQUEA 125 MANURE SPREADER	7,027	7,027	0
INDOOR RIDING ARENA FOOTING RENOVATION	93,500	14,682	78,818
217 JD ROTARY HAY MOWER	25,267	24,704	563
2013 CHEVROLET SILVERADO PICKUP	14,400	14,078	322
COW PALACE RENOVATION	192,293	28,148	164,145
MAIN OFFICE WINDOWS	5,104	770	4,334
INDOOR ARENA RESTROOMS	14,121	2,066	12,055
SCHOOL CTR ROOF RENOVATION	13,700	1,887	11,813
INDOOR ARENA ROOF RENOVATION	10,500	1,401	9,099
JD 2018 Z930M 54" MOWER	9,472	8,205	1,267
1999 NEW HOLLAND TRACTOR W/ LOADER	15,000	12,994	2,006
HORSE - PANCAKE	7,500	6,497	1,003
WATER COOLER	145	144	1
SCHOOL CENTER FLOOR TILE	26,525	2,975	23,550
2007 CHEVROLET TRUCK	2,000	2,000	0
4 TOILETS - EDUCATION BUILDING	7,844	461	7,383
FENCING - HARRISON RD FRONTAGE	17,799	779	17,020
PAVING	57,500	2,518	54,982
TEDDER MACHINE	10,525	4,887	5,638
MANURE SPREADER	13,162	4,096	9,066
LAWN MOWER	12,104	3,767	8,337
FEED BIN	3,453	1,074	2,379
HORSE - MO	3,500	1,446	2,054
HORSE - CHIEF	5,000	1,812	3,188
SPORTS SHED	2,211	1,027	1,184
SPORTS SHED	4,422	1,827	2,595
10X14 A-FRAME SHED	6,634	2,741	3,893
LIGHTING	7,640	6,330	1,310
OUTDOOR RIDING RINGS IMPROVEMENTS	35,250	791	34,459
FENCING AROUND POOL	4,013	3,325	688
PLAYGROUND BOARDERS	4,083	3,383	700
BATHROOM TOILETS	6,274	5,198	1,076
ROOF & CHIMNEY	65,745	70	65,675
GLASS DOORS	2,990	2,477	513
SHINGLES & DORMERS	4,000	3,314	686
DISHWASHER	4,668	3,921	747

- TIN:

TY 2023 MortgagesAndNotesPayableSch

Name:

HAZELWILD FARM EDUCATIONAL FOUNDATION

EIN:

52-1311337

Total Mortgage Amount:

Item No.	1
Lender's Name	ATLANTIC UNION BANK
Lender's Title
Relationship to Insider	NONE
Original Amount of Loan	300,000
Balance Due	40,000
Date of Note	2020-05
Maturity Date
Repayment Terms
Interest Rate	2.130000000000
Security Provided by Borrower	INVESTMENT PORTFOLIO
Purpose of Loan	OPERATING CAPITAL
Description of Lender Consideration
Consideration FMV

- TIN:

TY 2023 OtherAssetsSchedule

Name:

HAZELWILD FARM EDUCATIONAL FOUNDATION

EIN:

52-1311337

Description	Beginning of Year - Book Value	End of Year - Book Value	End of Year - Fair Market Value
PAYROLL RELATED		6,677	6,677

- TIN:

TY 2023 OtherExpensesSchedule

Name:

HAZELWILD FARM EDUCATIONAL FOUNDATION

EIN:

52-1311337

Description	Revenue and Expenses per Books	Disbursements for Charitable Purposes
CLEANING & PAPER	12,949	12,949
DUES AND SUBSCRIPTIONS	5,566	5,566
FARM EXPENSES	23,818	23,818
FARRIER	71,468	71,468
FEED AND HAY	66,242	66,242
FERTILIZER	8,963	8,963
FOOD FOR STUDENTS	77,193	77,193
FUEL	9,491	9,491
GIFTS AND ENTERTAINMENT	3,300	3,300
HORSESHOWS	25,994	25,994
INSURANCE	69,298	69,298
OTHER LABOR	10,008	10,008
OFFICE EXPENSES	11,901	11,901
OFFICE SUPPLIES	8,861	8,861
PEST CONTROL	3,709	3,709
REPAIRS & MAINTENANCE	95,061	95,061
SCHOOL EXPENSES	26,683	26,683
SHAVINGS	19,050	19,050
SUMMER CAMP	5,761	5,761
SUPPLIES	21,983	21,983
TELEPHONE	8,091	8,091
VETERNARIAN	75,657	75,657
EXPENSES RELATED TO FUNDRAISING ACTIVITIES	14,756	14,756
UTILITIES	43,997	43,997
AUTO EXPENSE	49	49

- TIN:

TY 2023 OtherIncomeSchedule2

Name:

HAZELWILD FARM EDUCATIONAL FOUNDATION

EIN:

52-1311337

Description	Revenue And Expenses Per Books	Adjusted Net Income
RIDING PROGRAM	646,041	646,041
KINDERGARDEN	921,083	921,083
CAMP	252,985	252,985
RELATED ACTIVITIES	67,215	67,215
GROSS INCOME FROM SPECIAL FUNDRAISING EVENTS	32,328	32,328

- TIN:

TY 2023 OtherLiabilitiesSchedule

Name:

HAZELWILD FARM EDUCATIONAL FOUNDATION

EIN:

52-1311337

Description	Beginning of Year - Book Value	End of Year - Book Value
PAYROLL WITHHOLDING (NET)	1,168	288

- TIN:

TY 2023 OtherProfessionalFeesSchedule

Name:

HAZELWILD FARM EDUCATIONAL FOUNDATION

EIN:

52-1311337

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
ATLANTIC UNION BANK	9,578	9,578	0	0

- TIN:

TY 2023 TaxesSchedule

Name:

HAZELWILD FARM EDUCATIONAL FOUNDATION

EIN:

52-1311337

Category	Amount	Net Investment Income	Disbursements for Charitable Purposes
PAYROLL TAXES	77,299	0	77,299
LICENCES AND REGISTRATION	155	0	155
PROPERTY TAXES	10,085	0	10,085
SALES TAXES	5,363	0	5,363
FOREIGN TAX ON DIVIDENDS	33	33	0