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
ROUSE-BOTTOM FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)701 TOWN CENTER DRIVE 800
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEWPORT NEWS, VA23606
A Employer identification number

54-1521527
B Telephone number (see instructions)

(408) 998-8400
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$3,832,625J 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) 0
2 Check right arrow.............
3 Interest on savings and temporary cash investments 16,527 16,527  
4 Dividends and interest from securities... 68,293 68,293  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -8,868
b Gross sales price for all assets on line 6a 974,175
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........ 75,952 84,820  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
320 0   320
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
8,305 0   8,305
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
25,073 25,073   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
741 0   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 34,439 25,073   8,625
25 Contributions, gifts, grants paid....... 135,000 135,000
26 Total expenses and disbursements. Add lines 24 and 25 169,439 25,073   143,625
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -93,487
b Net investment income (if negative, enter -0-) 59,747
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......... 264,571 156,995 156,995
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) 196,517 Click to see attachment
List of Attached Documents:
// Content
192,650 		181,405
b Investments—corporate stock (attach schedule)....... 2,604,682 Click to see attachment
List of Attached Documents:
// Content
1,566,293 		2,413,694
c Investments—corporate bonds (attach schedule)....... 118,571 Click to see attachment
List of Attached Documents:
// Content
1,174,916 		1,080,531
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,184,341 3,090,854 3,832,625
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........ 2,000,000 2,000,000
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 1,184,341 1,090,854
29 Total net assets or fund balances (see instructions)..... 3,184,341 3,090,854
30 Total liabilities and net assets/fund balances (see instructions). 3,184,341 3,090,854
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
3,184,341
2
Enter amount from Part I, line 27a .....................
2
-93,487
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
3,090,854
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,090,854
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
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 974,175   983,043 -8,868
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -8,868
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 -8,868
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) 1 830
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........................... 3 830
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- ..... 5 830
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 2,599
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 100
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,699
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 1,869
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow1,869 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. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowCHAD MCARTHUR CPA Telephone no.right arrow (408) 998-8400

Located atright arrow60 SOUTH MARKET STREET SUITE 200SAN JOSECA ZIP+4right arrow95113
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
MATTHEW W FORST TREASURER
1.00 		0 0 0
3 AMERICAN WAY
GLEN GARDNER,NJ08826
F SOMMERS SECRETARY
1.00 		0 0 0
701 TOWN CENTER DRIVE SUITE 800
NEWPORT NEWS,VA23606
M WHITNEY GILKEY PRESIDENT
2.00 		0 0 0
912 COLE STREET 153
SAN FRANCISCO,CA94117
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
3,360,969
b
Average of monthly cash balances.......................
1b
221,496
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
3,582,465
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
3,582,465
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
53,737
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
3,528,728
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
176,436
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
176,436
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
830
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
830
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
175,606
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
175,606
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
175,606
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
143,625
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
143,625
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 7 175,606
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...... 28,878
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 28,878
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 143,625
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..... 143,625
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 28,878 28,878
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 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 .......... 		3,103
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
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)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

FORT MONROE FOUNDATION

30 INGALLS RD
FORT MONROE,VA23651 		N/A PC GENERAL SUPPORT 1,500

VIRGINIA LIVING MUSEUM

524 J CLYDE MORRIS BLVD
NEWPORT NEWS,VA23601 		N/A PC GENERAL SUPPORT 8,000

VIRGINIA ARTS FESTIVAL

440 BANK ST
NORFOLK,VA23510 		N/A PC GENERAL SUPPORT 7,500

WILLIAM & MARY UNIVERSITY ADVANCEMENT

PO BOX 8795
WILLIAMSBURG,VA231878795 		N/A PC GENERAL SUPPORT 7,500

VIRGINIA SYMPHONY ORCHESTRA

150 BOUSH STREET SUITE 201
NORFOLK,VA23510 		N/A PC GENERAL SUPPORT 6,000

FOODBANK OF SOUTHEASTERN VIRGINIA

24530 COASTAL BLVD
TASLEY,VA23441 		N/A PC GENERAL SUPPORT 5,000

VIRGINIA PENINSULA FOOD BANK

2401 ALUMINUM AVE
HAMPTON,VA23661 		N/A PC GENERAL SUPPORT 5,000

OPERATION SMILE

PO BOX 758588
TOPEKA,KS66675 		N/A PC GENERAL SUPPORT 5,000

WHRO PUBLIC MEDIA

5200 HAMPTON BLVD
NORFOLK,VA23508 		N/A PC GENERAL SUPPORT 4,000

NATURE CONSERVANCY VA CHAPTER

652 PETER JEFFERSON PARKWAY SUITE
190
CHARLOTTESVILLE,VA22911 		N/A PC GENERAL SUPPORT 4,000

PAMUNKEY INDIAN MUSEUM

175 LAY LANDING ROAD
KING WILLIAM,VA23086 		N/A PC GENERAL SUPPORT 4,000

PRESERVATION VIRGINIA

204 W FRANKLIN ST
RICHMOND,VA23220 		N/A PC GENERAL SUPPORT 3,000

VIRGINIA OPERA

160 W VIRGINIA BEACH BLVD
NORFOLK,VA23510 		N/A PC GENERAL SUPPORT 2,500

SWEET BRIAR COLLEGE

134 CHAPEL RD
SWEET BRIAR,VA24595 		N/A PC GENERAL SUPPORT 2,500

USO OF HAMPTON ROADS

228 MCNAIR ROAD BUILDING 405
FORT MYER,VA22211 		N/A PC GENERAL SUPPORT 2,500

NNPL FRIENDS OF LIBRARY

700 TOWN CENTER DRIVE SUITE 300
NEWPORT NEWS,VA23606 		N/A PC GENERAL SUPPORT 2,000

RURAL COMMUNITY COLLEGES

PO BOX 1801
GALESBURG,IL61402 		N/A PC GENERAL SUPPORT 2,000

OMOHUNDRO INSTITUTE

PO BOX 8781
WILLIAMSBURG,VA23185 		N/A PC GENERAL SUPPORT 2,000

NATURE CONSERVANCY-BROWNSVILLE

620 DAVIS ST
SAN FRANCISCO,CA94111 		N/A PC GENERAL SUPPORT 2,000

WATERMEN'S MUSEUM

309 WATER ST
YORKTOWN,VA23690 		N/A PC GENERAL SUPPORT 1,000

VIRGINIA WAR MEMORIAL

621 S BELVIDERE ST
RICHMOND,VA23220 		N/A PC GENERAL SUPPORT 1,000

AMERICAN CIVIL WAR MUSEUM

159 HORSESHOE RD
APPOMATTOX,VA24522 		N/A PC GENERAL SUPPORT 1,000

VIRGINIA MUSEUM OF HISTORY & CULTURE

428 N ARTHUR ASHE BLVD
RICHMOND,VA23220 		N/A PC GENERAL SUPPORT 1,000

CHESAPEAKE BAY FOUND INC

6 HERNDON AVENUE
ANNAPOLIS,MD21403 		N/A PC GENERAL SUPPORT 10,000

EDMARC HOSPICE FOR CHILDREN

516 LONDON ST
PORTSMOUTH,VA23704 		N/A PC GENERAL SUPPORT 5,000

COLONIAL WILLIAMSBURG FOUNDATION

401 W DUKE OF GLOUCESTER ST
WILLIAMSBURG,VA23185 		N/A PC GENERAL SUPPORT 5,000

JAMESTOWN-YORKTOWN FOUNDATION INC

2110 JAMESTOWN ROAD
WILLIAMSBURG,VA23185 		N/A PC GENERAL SUPPORT 5,000

WASHINGTON AND LEE UNIVERSITY

204 W WASHINGTON ST
LEXINGTON,VA24450 		N/A PC GENERAL SUPPORT 5,000

BOYS & GIRLS CLUB VIRGINIA PENINSULA

11825 ROCK LANDING DRIVE
NEWPORT NEWS,VA23606 		N/A PC GENERAL SUPPORT 4,000

HAMPTON ARTS FOUNDATION

125 EAST MELLEN STREET
HAMPTON,VA23663 		N/A PC GENERAL SUPPORT 3,500

THE MARINERS' MUSEUM AND PARK

100 MUSEUM DRIVE
NEWPORT NEWS,VA23606 		N/A PC GENERAL SUPPORT 3,500

HOSPICE HOUSE OF HAMPTON ROADS

2060 UPTON DR
VIRGINIA BEACH,VA23454 		N/A PC GENERAL SUPPORT 3,500

THE FRIENDS OF GLOUCESTER LIBRARY

PO BOX 1392
GLOUCESTER,VA23061 		N/A PC GENERAL SUPPORT 3,000

UNICEF

125 MAIDEN LANE
NEW YORK,NY10038 		N/A PC GENERAL SUPPORT 3,000

HAMPTON HISTORY MUSEUM ASSOCIATION INC

PO BOX 646
HAMPTON,VA23669 		N/A PC GENERAL SUPPORT 2,500

HAMPTON UNIVERSITY MUSEUM

14 FRISSELL AVE
HAMPTON,VA23669 		N/A PC GENERAL SUPPORT 2,000
Total .................................right arrow 3a 135,000
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 ........... 		    14 16,527  
4 Dividends and interest from securities ....     14 68,293  
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 ............ 		    18 -8,868  
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 75,952 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
75,952
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
ROUSE-BOTTOM FOUNDATION
EIN:
54-1521527
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEES 8,305 0   8,305

TY 2023 InvestmentsCorpBondsSchedule
Name:
ROUSE-BOTTOM FOUNDATION
EIN:
54-1521527
Name of Bond End of Year Book Value End of Year Fair Market Value
US BANK NATL ASSOC 150,000 149,999
PNC BANK NA 150,000 150,050
FIRST FARMERS BK & TR 150,000 149,777
AMERICAN FUNDS EUROPACIFIC GROWTH FUND FUND CLASS F-2 234,008 227,805
VERIZON COMMUNICATIONS 9,799 8,868
CVS HEALTH CORP 9,767 8,847
WELLS FARGO & CO 10,168 9,526
CITIGROUP INC 10,122 9,530
COMCAST CORP 9,348 8,874
JPMORGAN CHASE & CO 12,189 11,660
GOLDMAN SACHS GRP INC 9,873 8,456
BANK OF AMERICA CORP 10,327 8,870
AMAZON.COM INC 10,044 8,623
AT&T INC 9,319 8,965
ENTERPRISE PRODUCTS OPER 9,467 9,459
SHELL INTERNATIONAL FIN GTD NOTE 10,027 9,639
LEGG MASON PARTNERS INSTL TR WESTERN ASSET SMASH SER M FD 98,578 74,082
LEGG MASON PARTNERS INSTL TR WESTERN ASSET SMASH SER C FD 55,086 57,010
WESTERN ASSET SMASH SERIES CORE PLUS COMPLETION FUND 216,794 160,491

TY 2023 InvestmentsCorpStockSchedule
Name:
ROUSE-BOTTOM FOUNDATION
EIN:
54-1521527
Name of Stock End of Year Book Value End of Year Fair Market Value
ADOBE SYSTEMS INC 7,539 23,864
AGNC INVESTMENT CORP 15,972 13,646
ALPHABET INC NON VOTING CAP STK CL C 16,381 55,104
AMAZON COM INC 12,318 48,165
AMERICAN EXPRESS COMPANY 9,376 18,734
AMERICAN TOWER CORP 12,674 21,804
ASML HOLDING NV 7,509 21,951
AT & T INC 33,141 29,197
BARRICK GOLD CORP 10,463 9,895
BOSTON SCIENTIFIC CORP 13,675 19,366
CENCORA INC 5,761 14,377
CISCO SYSTEMS INC 8,694 10,963
COSTCO WHSL CORP NEW 8,087 29,044
COTERRA ENERCOTERRA ENERGY INC 5,026 15,031
CROWDSTRIKE HLDGS INC 16,588 25,532
DEXCOM INC 15,191 19,730
DOLLAR GENERAL CORP DG 17,618 16,994
DOLLAR TREE STORES INC 9,875 13,353
EXPEDIA INC 8,987 14,724
FIDELITY NATIONAL INFORMATION SVCS 14,049 13,816
GARTNER INC NEW 13,562 18,044
GENL DYNAMICS CORP 11,674 20,514
GLOBE LIFE INC GL 12,417 18,500
GSK PLC 26,863 26,090
HARTFORD FINL SVCS GROUP INC 10,092 21,461
HOME DEPOT INC 11,124 19,753
HONDA MOTOR LTD NEW 10,712 11,406
INGREDION INCORPORATED 15,723 20,512
INTUITIVE SURGICAL INC 14,189 18,555
ISHARES TR 26,486 26,471
JONES LANG LASALLE INC 13,571 16,432
KENVUE INC 19,873 22,111
MASTERCARD INC CL A 12,175 29,003
MEDTRONIC PLC MDT 20,826 22,737
META PLATFORMS INC 5,284 11,681
MICROSOFT CORP 46,831 62,799
NATIONAL FUEL GAS CO 11,383 12,442
NIKE INC 20,143 16,611
NNN REIT INC 10,336 11,680
NVIDIA CORP 10,318 69,826
O'REILLY AUTOMOTIVE INC 11,456 11,401
OSHKOSH CORP 13,042 14,635
P P G INDUSTRIES INC 11,063 15,254
PALO ALTO NETWORKS 15,856 20,936
PAYPAL HOLDINGS INC 12,425 12,221
PNC FINANCIAL SERVICES 16,400 20,905
PPL CORPORATION 7,769 8,672
S&P GLOBAL INC 15,172 30,396
SALESFORCE INC 9,891 24,735
SANOFI ADR 19,058 19,793
SCHWAB CHARLES CORP NEW 16,464 31,786
SERVICENOW INC 9,439 55,813
SHELL PLC ADR 9,278 11,186
SNOWFLAKE INC 10,850 10,348
TOTALENERGIES SE 12,013 20,349
TRADE DESK INC/THE CLASS A 6,014 15,759
TRAVELERS COS INC 8,103 13,525
TRUIST FINL CORP 14,393 15,802
ULTA BEAUTY INC 7,230 14,700
UNILEVER PLC SPONS ADR 12,480 13,720
UNITED PARCEL SERVICE-B 4,960 7,547
UNITEDHEALTH GROUP 21,442 23,165
US BANCORP NEW 19,531 22,765
VERIZON COMMUNICATIONS COM 36,405 28,388
VISA INC CLASS A V 12,468 39,313
WASTE CONNECTIONS INC WCN 8,229 16,121
WELLS FARGO & CO NEW 14,568 23,133
WILLIAMS COMPANIES 10,176 20,097
ZOETIS INC CLASS A ZTS 11,753 24,869
AGILENT TECH INC 5,655 6,117
ANSYS INC 1,625 2,540
AON PLC 1,441 2,619
ARCH CAP GROUP LTD 2,124 6,016
ARES MANAGEMENT CORP 1,491 2,616
AUTODESK INC 5,899 7,061
BROOKFIELD INFRASTRUCTURE CORP 10,602 9,878
BROOKFIELD ASST MGMT CL A 2,483 4,138
BROOKFIELD CORPRATON VTG CL A 14,538 21,344
BROOKFIELD RENEWABLE CORP CL A SUB VTG BEPC 5,616 4,175
BROWN AND BROWN INC COM 7,283 12,018
BROWN-FORMAN CORP CL B 1,879 1,827
CARMAX INC 8,210 9,286
CBRE GROUP INC CLASS A 4,935 8,378
COGNEX CORP 1,178 710
COPART INC 10,340 21,021
COSTAR GROUP INC 17,077 18,789
DOMINO'S PIZZA INC 7,723 9,069
ENOVIS CORP 332 448
FASTENAL CO FAST 4,071 6,542
GARTNER INC NEW IT 4,338 9,473
HEICO CORP NEW 14,501 17,663
HILTON WORLDWIDE 8,819 17,845
HOWARD HUGHES HLDGS INC 1,211 1,882
HYATT HOTELS CORP 1,955 4,043
IDEXX LABORATORIES INC 2,560 4,440
KKR & CO INC 7,660 18,724
LENNAR CORPORATION 3,831 9,091
LIBERTY MEDIA CORP DEL FORMULA ONE SER C 2,458 4,608
LIBERTY MEDIACORP DEL FORMULA ONE SER A 145 348
LIVE NATION ENTERTAINMENT INC 5,868 8,986
MARKEL GROUP INC 7,645 11,359
MARTIN MARIETTA MATERIALS INC 2,551 6,486
MICROCHIP TECHNOLOGY INC 3,291 7,305
MOODY'S CORP 2,675 3,906
MSCI INC 3,984 5,657
O'REILLY AUTOMOTIVE INC 6,112 18,052
PERIMETER SOLUTIONS SA 1,791 704
PROGRESSIVE CORP OHIO 4,027 7,008
ROPER TECHNOLOGIES INC 10,183 15,265
ROSS STORES INC 1,107 1,661
SBA COMMUNICATIONS CORP 8,422 9,133
SHERWIN WILLIAMS CO 1,752 2,183
SUMMIT MATERIALS INC CL A 680 1,846
TRANSDIGM GROUP INC 9,028 22,255
TYLER TECHNOLOGIES INC 9,310 9,199
VAIL RESORTS INC 4,326 4,696
VERISIGN INC 5,240 7,209
VERISK ANALYTICS INC 2,230 4,299
VULCAN MATERIALS COMPANY 6,799 13,394
WATERS CORPORATION 1,887 2,305
WIX.COM LTD 3,781 1,968
ACUSHNET HOLDINGS CORP 13,690 21,415
ARTISAN PARTNERS ASSET MANAGEMENT INC CLASS A 11,242 12,370
ASPEN TECHNOLOGY INC NEW AZPN 5,291 9,246
ATRION CORP 4,583 2,652
BANCFIRST CORP 8,629 8,954
CLEARWATER ANALYTICS HOLDING INC CL A 8,800 8,292
CORVEL CORP CRVL 10,239 14,338
DONALDSON COMPANY INC 2,913 5,489
EMCOR GROUP INC 13,279 32,530
FACTSET RESEARCH SYSTEMS INC 7,744 13,834
FIRST HAWAIIAN INC 11,485 12,687
FTI CONSULTING INC 15,907 27,682
GRACO INCORPORATED COM 9,864 19,608
JACK HENRY & ASSOC INC 2,948 5,883
K.FORCE INC 5,801 6,418
KADANT INC 4,696 5,046
LANDSTAR SYSTEMS INC 15,587 18,009
LCI INDUSTRIES 11,664 10,685
MANHATTAN ASSOCIATES INC 7,338 24,977
MOELIS & CO 10,730 15,492
PRIMERICA INC PRI 9,183 23,662
R L I CORP RLI 7,248 9,052
RBC BEARINGS INC 7,125 15,384
RIGHTMOVE PLC UNSPONSORED ADR 13,632 13,908
SIMPSON MANUFACTURING INC 18,116 37,418
TORO COMPANY TTC 15,335 18,526
UFP INDUSTRIES INC 13,379 16,698
WATTS WATER TECHNOLOGIES 10,612 18,542
ISHARES GOLD TR 74,130 78,060

TY 2023 InvestmentsGovtObligationsSch
Name:
ROUSE-BOTTOM FOUNDATION
EIN:
54-1521527
US Government Securities - End of Year Book Value:

192,650
US Government Securities - End of Year Fair Market Value:

181,405
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2023 LegalFeesSchedule
Name:
ROUSE-BOTTOM FOUNDATION
EIN:
54-1521527
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 320 0   320


TY 2023 OtherExpensesSchedule
Name:
ROUSE-BOTTOM FOUNDATION
EIN:
54-1521527
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER EXPENSE 741 0   0


TY 2023 OtherProfessionalFeesSchedule
Name:
ROUSE-BOTTOM FOUNDATION
EIN:
54-1521527
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
WELLS FARGO ADVISOR FEES 25,073 25,073   0