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
FREEMAN FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)55 SADIE DRIVE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MANAKIN SABOT, VA23103
A Employer identification number

82-3614440
B Telephone number (see instructions)

(804) 690-8916
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$5,302,284J 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) 358,982
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 135,078 135,078  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -39,099
b Gross sales price for all assets on line 6a 511,370
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)....... Click to see attachment
List of Attached Documents:
// Content
306 306  
12 Total. Add lines 1 through 11........ 455,267 135,384  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
46,670 46,670   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
645 645   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 47,315 47,315   0
25 Contributions, gifts, grants paid....... 147,350 147,350
26 Total expenses and disbursements. Add lines 24 and 25 194,665 47,315   147,350
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 260,602
b Net investment income (if negative, enter -0-) 88,069
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............. 335,521 733,498 733,498
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 231,031 Click to see attachment
List of Attached Documents:
// Content
213,347 		206,521
b Investments—corporate stock (attach schedule)....... 2,295,910 Click to see attachment
List of Attached Documents:
// Content
2,319,459 		3,069,074
c Investments—corporate bonds (attach schedule)....... 257,905 Click to see attachment
List of Attached Documents:
// Content
250,724 		240,336
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).......... 1,203,158 Click to see attachment
List of Attached Documents:
// Content
1,066,586 		1,052,855
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) 4,323,525 4,583,614 5,302,284
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........ 4,323,525 4,583,614
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 4,323,525 4,583,614
30 Total liabilities and net assets/fund balances (see instructions). 4,323,525 4,583,614
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
4,323,525
2
Enter amount from Part I, line 27a .....................
2
260,602
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
102
4
Add lines 1, 2, and 3 ..........................
4
4,584,229
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
615
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,583,614
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 ABBVIE INC P   2023-06-07
b ABBVIE INC P   2023-05-03
c ACADIA HEALTHCARE CO INC P   2023-04-18
d ACAP STRATEGIC FUND-W #6 P   2023-01-03
e AERCAP HOLDINGS NV P   2023-03-31
AERCAP HOLDINGS NV P   2023-11-06
AGCO CORP COM P   2023-09-28
AGNC INVESTMENT CORP P   2023-09-28
AIRBNB INC P   2023-12-18
ALBEMARLE CORP COM P   2023-02-06
ALIGN TECHNOLGY INC P   2023-07-25
ALLISON TRANSMISSION HOLDINGS P   2023-03-31
ALLISON TRANSMISSION HOLDINGS P   2023-11-06
ALPHABET INC CL C P   2023-07-14
AMERICAN ELECTRIC POWER INC P   2023-09-28
AMPHENOL CORP CL A P   2023-03-31
AMPHENOL CORP CL A P   2023-11-06
APPLE INC P   2023-09-28
APPLE INC P   2023-12-01
APTARGROUP INC COM P   2023-03-31
APTARGROUP INC COM P   2023-11-06
ARCHER DANIELS MIDLAND CO P   2023-04-18
ARISTA NETWORKS INC P   2023-02-23
ARISTA NETWORKS INC P   2023-09-15
ARMSTRONG WORLD INDUSTRIES INC P   2023-11-06
ARMSTRONG WORLD INDUSTRIES INC P   2023-03-31
BAKER HUGHES CO P   2023-05-22
BAKER HUGHES CO P   2023-06-07
BALL CORP P   2023-03-31
BALL CORP P   2023-11-06
BELLRING BRANDS INC P   2023-03-31
BELLRING BRANDS INC P   2023-11-06
BLACK KNIGHT INC P   2023-08-29
BLACKROCK INC. P   2023-02-13
BLACKROCK INC. P   2023-04-18
BOOKINGS HOLDINGS INC P   2023-09-15
BOSTON SCIENTIFIC CORP P   2023-05-03
BROADCOM INC P   2023-12-26
BROADCOM INC P   2023-12-01
BROWN FORMAN CORP CL B P   2023-03-31
CARMAX P   2023-11-06
CARMAX P   2023-03-31
CATALENT INC P   2023-11-09
CBRE GROUP INC P   2023-11-06
CBRE GROUP INC P   2023-03-31
CELANESE CORP P   2023-09-28
CELANESE CORP P   2023-12-18
CHARTER COMMUNICATIONS INC A P   2023-02-06
CHEMOURS CO P   2023-04-18
CHUBB LTD P   2023-09-28
CHURCHILL DOWNS INC P   2023-11-06
CHURCHILL DOWNS INC P   2023-03-31
CIGNA GROUP P   2023-09-28
CINCINNATI FINANCIAL CORP P   2023-11-06
COCA COLA CO P   2023-02-06
COGNIZANT TECH SOLUTIONS P   2023-02-13
COLUMBIA BANKING SYSTEM INC. P   2023-04-18
COLUMBIA BANKING SYSTEM INC. P   2023-03-13
COMCAST CORP CLASS A P   2023-03-14
COMCAST CORP CLASS A P   2023-07-14
COMERICA INC P   2023-11-09
CONAGRA BRANDS INC P   2023-06-07
CONSOLIDATED EDISON INC P   2023-04-18
COPART INC P   2023-03-31
COPART INC P   2023-12-27
COPART INC P   2023-11-06
COSTAR GROUP INC P   2023-02-06
COSTCO WHOLESALE CORP P   2023-12-26
CREDIT SUISSE COMM P   2023-03-22
CROWDSTRIKE HOLDINGS INC P   2023-06-07
CSX CORP P   2023-04-18
CULLEN FROST BANKERS INC P   2023-04-18
CUMMINS INC P   2023-04-18
CVS HEALTH CORPORATION P   2023-06-16
DATADOG INC P   2023-02-06
DELL TECHNOLOGIES INC P   2023-09-28
DEXCOM INC P   2023-07-14
DOLLAR TREE INC P   2023-03-31
DOLLAR TREE INC P   2023-11-06
DOW INC P   2023-04-18
DR HORTON INC P   2023-04-18
DUKE ENERGY HOLDING CORP P   2023-04-18
EATON CORP PLC P   2023-12-18
ELI LILLY & CO COM P   2023-12-18
ENPHASE ENERGY INC P   2023-02-06
ENTEGRIS INC P   2023-03-31
ENTEGRIS INC P   2023-11-06
ERIE INDTY CO P   2023-02-06
FEDEX CORP P   2023-09-28
FIDELITY NATL INFORMATION SVCS INC P   2023-06-07
FIDELITY NATL INFORMATION SVCS INC P   2023-11-06
FIDELITY NATL INFORMATION SVCS INC P   2023-02-13
FIRST HORIZON CORP P   2023-11-09
FIRST REPUBLIC BANK P   2023-06-07
FMC CORP COM P   2023-02-06
FORTREA HOLDINGS INC P   2023-11-09
GENERAL MOTORS CO P   2023-04-18
GOLDMAN SACHS GROUP INC P   2023-04-18
HALLIBURTON CO P   2023-06-07
HASBRO INC P   2023-11-06
HASBRO INC P   2023-03-31
HASBRO INC P   2023-06-16
HCA HOLDINGS INC P   2023-04-18
HCA HOLDINGS INC P   2023-05-22
HERTZ GLOBAL HOLDINGS P   2023-09-28
HEWLETT PACKARD ENTERPRISE P   2023-09-28
HIGHWOOD PPTYS INC P   2023-09-28
HP ENTERPRISE CO P   2023-05-03
HP INC P   2023-05-22
HUDSON PACIFIC PROPERTIES P   2023-02-06
INTERPUBLIC GROUP COS INC P   2023-12-18
ITT INC P   2023-06-07
JEFFERIES FINANCIAL GROUP P   2023-04-18
JP MORGAN CHASE & CO P   2023-02-13
KEMPER CORP P   2023-09-28
KEMPER CORP P   2023-12-18
KLA-TENCOR CORP P   2023-05-15
LAMB WESTON HOLDINGS INC P   2023-11-06
LAMB WESTON HOLDINGS INC P   2023-03-31
LAMB WESTON HOLDINGS INC P   2023-03-13
LAS VEGAS SANDS CORP P   2023-06-16
LENNOX INTERNATIONAL INC P   2023-03-31
LENNOX INTERNATIONAL INC P   2023-08-29
LENNOX INTERNATIONAL INC P   2023-12-27
LINCOLN NATIONAL CORP P   2023-08-28
LOWES COS INC P   2023-07-14
LOWES COS INC P   2023-07-14
LULULEMON ATHLETICA INC P   2023-02-23
LULULEMON ATHLETICA INC P   2023-12-26
LUMEN TECHNOLOGIES P   2023-08-28
M&T BANK CORPORATION P   2023-03-31
MANULIFE FINANICAL CORP P   2023-03-22
MARVELL TECHNOLOGY P   2023-02-06
META PLATFORMS INC. P   2023-05-03
META PLATFORMS INC. P   2023-02-23
MICROCHIP TECHNOLOGY INC P   2023-02-06
MICROSOFT CORP P   2023-05-03
MITSUBISHI UFJ FIN P   2023-02-13
MODERNA INC P   2023-04-18
MOELIS & CO P   2023-03-31
MOELIS & CO P   2023-11-06
MONSTER BEVERAGE CORP P   2023-02-06
MORGAN STANLEY P   2023-06-07
MORGAN STANLEY P   2023-03-14
NATIONAL INSTRS CORP COM P   2023-10-12
NET LEASE OFFICE PROPERTIES P   2023-11-20
NEW YORK CMNTY BANCORP INC P   2023-09-28
NEXTERA ENERGY INC P   2023-04-18
NICSOURCE INC P   2023-09-28
NORFOLK SOUTHERN CORP P   2023-04-18
NORWEGIAN CRUISE LINE HOLDING P   2023-12-01
NOV INC P   2023-06-07
NOV INC P   2023-05-22
NVIDIA CORP P   2023-07-14
NVIDIA CORP P   2023-02-23
OLD DOMINION FREIGHT LINES INC P   2023-09-28
OLD REP INTL CORP P   2023-04-18
ONEMAIN HOLDINGS INC P   2023-07-14
OTIS WORLDWIDE CORP P   2023-03-31
OTIS WORLDWIDE CORP P   2023-11-06
PALO ALTO NETWORKS INC P   2023-05-03
PALO ALTO NETWORKS INC P   2023-12-26
PARAMOUNT GLOBAL P   2023-04-18
PAYPAL HOLDINGS INC P   2023-08-28
PENSKE AUTO GROUP INC P   2023-09-28
PEPSICO INC P   2023-09-28
PERRIGO CO PLC P   2023-11-06
PERRIGO CO PLC P   2023-03-31
PETCO HEALTH & WELLNESS CO INC P   2023-11-09
POST HOLDINGS INC P   2023-03-31
POST HOLDINGS INC P   2023-11-06
PREMIER INC P   2023-11-09
PROGRESSIVE CORP OHIO P   2023-09-28
REPUBLIC SERVICES INC CL A P   2023-03-14
REPUBLIC SERVICES INC CL A P   2023-09-28
RITHM CAPITAL CORP P   2023-02-06
RITHM CAPITAL CORP P   2023-09-28
RIVIAN AUTOMOTIVE INC P   2023-02-06
RTX CORP P   2023-12-18
S&P GLOBAL INC P   2023-07-25
SCHLUMBERGER LTD P   2023-06-07
SEMPRA ENERGY P   2023-04-18
SKETCHERS USA INC P   2023-09-28
SKYWORKS SOLUTIONS INC P   2023-03-31
SKYWORKS SOLUTIONS INC P   2023-11-06
STANLEY BLACK & DECKER INC P   2023-09-28
STERICYCLE INC COM P   2023-03-14
STERICYCLE INC COM P   2023-09-28
STERIS PLC P   2023-03-31
STERIS PLC P   2023-02-06
STORE CAPITAL CORP P   2023-02-03
SUMITOMO MITSUI FINL P   2023-05-03
SUNRUN INC P   2023-11-09
SYSCO CORP P   2023-06-16
T ROWE PRICE GROUP INC P   2023-06-07
TRACTOR SUPPLY CO P   2023-12-01
TRANSDIGM GROUP INC P   2023-02-23
UBER TECHNOLOGIES INC P   2023-09-28
UNIFIRST CORP MASS P   2023-03-31
UNION PACIFIC CORP P   2023-04-18
UNION PACIFIC CORP P   2023-02-13
UNITED PARCEL SERVICE CL B P   2023-09-28
UNIVAR SOLUTIONS INC P   2023-08-01
US FOODS HOLDING CORP P   2023-09-28
US TREASURY NOTE 2.250% P   2023-12-20
US TREASURY NOTE 2.250% P   2023-12-05
US TREASURY NOTE 2.5% P   2023-05-02
V F CORP P   2023-11-09
VERALTO CORP P   2023-10-23
VERALTO CORP P   2023-12-01
VERALTO CORP P   2023-10-23
VERTEX PHARMACEUTICALS INC P   2023-06-07
VESTIS CORP P   2023-10-27
VITESSE ENERGY INC P   2023-02-15
VITESSE ENERGY INC P   2023-02-06
VMWARE INC P   2023-11-27
VULCAN MATERIAL COMPANY P   2023-03-31
WALT DISNEY CO P   2023-08-28
WALT DISNEY CO P   2023-06-16
WALT DISNEY CO P   2023-03-22
WASTE MANAGEMENT INC P   2023-09-28
WASTE MANAGEMENT INC P   2023-02-13
XPO INC P   2023-07-25
ZIMMER BIOMET HOLDINGS INC P   2023-02-06
NOV INC P   2023-03-14
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 5,777   4,968 809
b 9,905   10,271 -366
c 526   489 37
d 74,559   93,809 -19,250
e 269   289 -20
128   115 13
693   758 -65
455   569 -114
885   717 168
865   674 191
1,016   1,259 -243
133   137 -4
52   46 6
1,560   1,339 221
620   683 -63
158   91 67
83   46 37
346   294 52
2,661   596 2,065
116   142 -26
123   142 -19
739   733 6
1,758   745 1,013
947   286 661
69   63 6
79   63 16
868   951 -83
4,900   4,575 325
54   37 17
48   37 11
134   75 59
89   38 51
17,508   15,027 2,481
1,446   1,298 148
1,391   1,560 -169
3,139   1,918 1,221
1,049   924 125
1,123   232 891
1,883   467 1,416
127   106 21
64   66 -2
117   132 -15
172   693 -521
69   86 -17
72   86 -14
858   784 74
1,056   1,055 1
411   777 -366
1,225   1,405 -180
637   468 169
114   110 4
249   219 30
2,611   1,723 888
100   67 33
1,758   1,617 141
1,336   1,661 -325
370   489 -119
6   8 -2
533   813 -280
2,079   2,090 -11
257   528 -271
1,093   1,060 33
582   508 74
221   65 156
10,031   2,225 7,806
181   43 138
555   538 17
1,324   942 382
84,478   120,000 -35,522
456   194 262
1,525   1,692 -167
946   1,047 -101
699   716 -17
4,701   5,167 -466
525   787 -262
1,744   1,115 629
661   191 470
142   110 32
114   110 4
2,563   2,275 288
687   689 -2
1,176   1,242 -66
2,137   1,316 821
4,002   603 3,399
910   680 230
237   91 146
86   30 56
483   349 134
1,053   629 424
3,366   6,713 -3,347
51   54 -3
5,415   8,469 -3,054
241   342 -101
1   791 -790
1,662   1,664 -2
59   92 -33
760   768 -8
1,682   1,534 148
1,513   1,867 -354
93   187 -94
102   187 -85
4,169   6,451 -2,282
547   492 55
839   701 138
400   597 -197
472   417 55
307   458 -151
9,646   10,207 -561
459   559 -100
1,710   1,985 -275
3,990   2,327 1,663
900   1,013 -113
589   635 -46
1,412   1,156 256
521   804 -283
773   827 -54
8,007   8,774 -767
93   70 23
103   70 33
5,474   3,837 1,637
5,436   5,685 -249
3,934   2,390 1,544
5,326   2,608 2,718
245   217 28
594   1,392 -798
9,624   9,560 64
704   546 158
952   1,221 -269
1,524   1,169 355
141   1,155 -1,014
120   188 -68
1,583   1,942 -359
566   712 -146
1,186   935 251
869   935 -66
663   542 121
921   694 227
10,800   11,106 -306
950   2,167 -1,217
38   35 3
131   104 27
623   555 68
1,007   682 325
558   477 81
600   581 19
11   8 3
621   684 -63
2,337   2,422 -85
500   531 -31
1,245   1,615 -370
2,317   6,597 -4,280
2,618   3,303 -685
772   1,112 -340
871   111 760
1,680   290 1,390
802   754 48
686   705 -19
598   665 -67
79   65 14
165   130 35
733   224 509
1,792   318 1,474
1,024   971 53
1,704   4,475 -2,771
322   179 143
344   316 28
56   93 -37
105   140 -35
97   417 -320
180   103 77
82   51 31
343   673 -330
997   695 302
901   949 -48
875   765 110
559   614 -55
610   596 14
344   558 -214
2,043   2,367 -324
848   362 486
2,219   2,277 -58
770   756 14
522   570 -48
116   92 24
89   92 -3
661   1,187 -526
531   772 -241
1,149   1,262 -113
187   169 18
1,759   1,686 73
8,837   6,447 2,390
11,955   11,999 -44
186   437 -251
5,172   3,403 1,769
662   1,286 -624
1,016   392 624
739   332 407
1,379   967 412
175   223 -48
815   545 270
3,770   2,535 1,235
1,683   2,099 -416
1,590   1,138 452
323   259 64
14,597   15,838 -1,241
14,640   15,838 -1,198
14,644   15,171 -527
147   720 -573
24   12 12
47   24 23
520   250 270
1,003   534 469
7   8 -1
4   3 1
32   26 6
142     142
169   129 40
582   1,238 -656
3,614   4,071 -457
844   994 -150
467   491 -24
1,064   814 250
1,136   598 538
772   858 -86
507   563 -56
704     704
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       809
b       -366
c       37
d       -19,250
e       -20
      13
      -65
      -114
      168
      191
      -243
      -4
      6
      221
      -63
      67
      37
      52
      2,065
      -26
      -19
      6
      1,013
      661
      6
      16
      -83
      325
      17
      11
      59
      51
      2,481
      148
      -169
      1,221
      125
      891
      1,416
      21
      -2
      -15
      -521
      -17
      -14
      74
      1
      -366
      -180
      169
      4
      30
      888
      33
      141
      -325
      -119
      -2
      -280
      -11
      -271
      33
      74
      156
      7,806
      138
      17
      382
      -35,522
      262
      -167
      -101
      -17
      -466
      -262
      629
      470
      32
      4
      288
      -2
      -66
      821
      3,399
      230
      146
      56
      134
      424
      -3,347
      -3
      -3,054
      -101
      -790
      -2
      -33
      -8
      148
      -354
      -94
      -85
      -2,282
      55
      138
      -197
      55
      -151
      -561
      -100
      -275
      1,663
      -113
      -46
      256
      -283
      -54
      -767
      23
      33
      1,637
      -249
      1,544
      2,718
      28
      -798
      64
      158
      -269
      355
      -1,014
      -68
      -359
      -146
      251
      -66
      121
      227
      -306
      -1,217
      3
      27
      68
      325
      81
      19
      3
      -63
      -85
      -31
      -370
      -4,280
      -685
      -340
      760
      1,390
      48
      -19
      -67
      14
      35
      509
      1,474
      53
      -2,771
      143
      28
      -37
      -35
      -320
      77
      31
      -330
      302
      -48
      110
      -55
      14
      -214
      -324
      486
      -58
      14
      -48
      24
      -3
      -526
      -241
      -113
      18
      73
      2,390
      -44
      -251
      1,769
      -624
      624
      407
      412
      -48
      270
      1,235
      -416
      452
      64
      -1,241
      -1,198
      -527
      -573
      12
      23
      270
      469
      -1
      1
      6
      142
      40
      -656
      -457
      -150
      -24
      250
      538
      -86
      -56
      704
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 -39,099
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 1,224
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 1,224
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 1,224
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 0
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 0
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 71
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 1,295
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow   Refundedright arrow 11  
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 arrowWELLS FARGO BANK Telephone no.right arrow (855) 739-2921

Located atright arrow100 N MAIN ST D4001-065WINSTON SALEMNC ZIP+4right arrow27101
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
ROBERT M FREEMAN JR DIRECTOR
1.00 		0 0 0
55 SADIE DRIVE
MANAKIN SABOT,VA23103
CAMERON F FURGAL DIRECTOR
1.00 		0 0 0
608 LASSWELL CT SW
LEESBURG,VA20175
MARGARET F HABENICHT DIRECTOR
1.00 		0 0 0
3708 LISETER GARDENS
NEWTON SQUARE,PA19073
ELIZABETH F CURTIN DIRECTOR
1.00 		0 0 0
AVENUE DE MONTEHOISI
  LAUSAANE  
SZ
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
4,244,187
b
Average of monthly cash balances.......................
1b
722,074
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
4,966,261
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
4,966,261
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
74,494
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
4,891,767
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
244,588
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
244,588
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
1,224
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,224
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
243,364
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
243,364
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
243,364
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
147,350
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
147,350
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 7 243,364
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......  
b From 2019......  
c From 2020......  
d From 2021...... 38,317
e From 2022...... 18,596
f Total of lines 3a through e ........ 56,913
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 147,350
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..... 147,350
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 56,913 56,913
(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 .......... 		39,101
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

CHESAPEAKE BAY FOUNDATION

1108 E MAIN ST STE 1600
RICHMOND,VA23219 		NONE PUBLIC CHARITY BANDS IN THE SAND 5,000

CHESAPEAKE BAY FOUNDATION

1108 E MAIN ST STE 1600
RICHMOND,VA23219 		NONE PUBLIC CHARITY SUPPORTING VA OPERATIONS 20,000

CHILDRENS NATIONAL HOSPITAL

111 MICHIGAN AVENUE NW
WASHINGTON,DC20010 		NONE PUBLIC CHARITY NEUROSURGERY 1,500

CITY OF RICHMOND PUBLIC LIBRARY

101 EAST FRANKLIN ST
RICHMOND,VA23219 		NONE PUBLIC CHARITY READINESS PROGRAM 10,000

COMMUNITY CLIMATE COLLABORATIVE

232 EAST HIGH STREET
CHARLOTTESVILLE,VA22902 		NONE PUBLIC CHARITY BRINGING CORP SUSTAINABILITY 5,000

CROSSROADS RHODE ISLAND

160 BROAD STREET
PROVIDENCE,RI02903 		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 5,000

FAMILY PANTRY OF CAPE COD

133 QUEEN ANNE RD
HARWICH,MA02645 		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 5,000

FEED MORE INC

1415 RHOADMILLER STREET
RICHMOND,VA23220 		NONE PUBLIC CHARITY MOBILE PANTRY 10,000

GREATER RICHMOND SCAN-STOP CHILD

103 E GRACE STREET
RICHMOND,VA23219 		NONE PUBLIC CHARITY RICHMOND COURT APPOINTED ADVOCATE 5,000

HIGHLAND SCHOOL INC

597 BROADVIEW AVE
WARRENTON,VA22086 		NONE PUBLIC CHARITY TEAM ROBOHAWK/ROBOTICS PROGRAM 500

HOLLINS UNIVERSITY

7916 WILLIAMSON RD
ROANOKE,VA24019 		NONE PUBLIC CHARITY ANNUAL FUND 1,850

LOUDOUN HUNGER RELIEF

750 MILLER DR SE A1
LEESBURG,VA20175 		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 2,000

LOVE OF LEARNING INC

8404 MARY MUNDIE LANE
MECHANICSVILLE,VA23111 		NONE PUBLIC CHARITY THREE NEW ALOUD SITES 10,000

MOBILE HOPE ASSOCIATION

302 PARKER COURT SE
LEESBURG,VA20175 		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 2,000

NEXTUP RVA

3409 MOORE ST
RICHMOND,VA23230 		NONE PUBLIC CHARITY OPPPORTUNITY FOR PUBLIC SCHOOL 5,000

ONE LOVE

PO BOX 69589
BALTIMORE,MD21264 		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 2,000

PLACE OF MIRACLES

8820 METRO COURT
NORTH CHESTERFIELD,VA23237 		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 3,000

REESTABLISH RICHMOND

PO BOX 14680
RICHMOND,VA23221 		NONE PUBLIC CHARITY NEW REFUGE AND IMMIGRANT MEMBER 5,000

RHODE ISLAND COMMUNITY FOOD BANK

200 NIANTIC AVE
PROVIDENCE,RI02907 		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 5,000

ROBINSON THEATRE COMMUNITY ARTS

5035 SIDEBURN ROAD
FAIRFAX,VA22032 		NONE PUBLIC CHARITY AFTER SCHOOL PROGRAMS 7,500

SOUTHERN ENVIRONMENTAL LAW CENTER

530 E MAIN ST SUITE 620
RICHMOND,VA23219 		NONE PUBLIC CHARITY PROJECT/PROGRAM SUPPORT 20,000

ST ANDREWS

1700 DOGWOOD MILE ST
LAURINBURG,NC28352 		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 3,000

THE SOCIETY OF ST ANDREW INC

3383 SWEET HOLLOW ROAD
BIG ISLAND,VA24526 		NONE PUBLIC CHARITY VIRGINIA GLEANING NETWORK 5,000

VIRGINIA POVERTY LAW CENTER

919 EAST MAIN STREET SUITE 610
RICHMOND,VA23219 		NONE PUBLIC CHARITY POCKET RESOURCE 4,000

GREATER RICHMOND FIT4KIDS INC

PO BOX 6510
RICHMOND,VA23230 		NONE PUBLIC CHARITY FIT4KIDS SCHOOL BASED PROGRAM 5,000
Total .................................right arrow 3a 147,350
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 135,078  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....     14 306  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 -39,099  
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 96,285 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
96,285
(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
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
FREEMAN FAMILY FOUNDATION
 
Employer identification number

82-3614440
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




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
Special Rules
......... 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
FREEMAN FAMILY FOUNDATION
  		Employer identification number
82-3614440
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
FREEMAN MARGARET R 2021 CLAT MAIN
 
C/O WELLS FARGO 6325 S RAINBOW BLVD
 
LAS VEGAS, NV89118

$ 358,982


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
FREEMAN FAMILY FOUNDATION
  		Employer identification number

82-3614440
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
FREEMAN FAMILY FOUNDATION
  		Employer identification number

82-3614440
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 $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use 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 (c) Use 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 (c) Use 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 (c) Use 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:  

TY 2023 InvestmentsCorpBondsSchedule
Name:
FREEMAN FAMILY FOUNDATION
EIN:
82-3614440
Name of Bond End of Year Book Value End of Year Fair Market Value
CORPORATE BONDS 250,724 240,336

TY 2023 InvestmentsCorpStockSchedule
Name:
FREEMAN FAMILY FOUNDATION
EIN:
82-3614440
Name of Stock End of Year Book Value End of Year Fair Market Value
EQUITIES 2,319,459 3,069,074

TY 2023 InvestmentsGovtObligationsSch
Name:
FREEMAN FAMILY FOUNDATION
EIN:
82-3614440
US Government Securities - End of Year Book Value:

213,347
US Government Securities - End of Year Fair Market Value:

206,521
State & Local Government Securities - End of Year Book Value:


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


0


TY 2023 InvestmentsOtherSchedule2
Name:
FREEMAN FAMILY FOUNDATION
EIN:
82-3614440
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
MUTUAL FUNDS AT COST 389,171 386,244
ALTERNATIVE INVESTMENTS AT COST 338,204 330,257
REAL ESTATE FUNDS AT COST 339,211 336,354

TY 2023 OtherDecreasesSchedule
Name:
FREEMAN FAMILY FOUNDATION
EIN:
82-3614440
Description Amount
REDUCTION IN ORIGINAL COST BASIS 615


TY 2023 OtherIncomeSchedule2
Name:
FREEMAN FAMILY FOUNDATION
EIN:
82-3614440
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
TAX REFUND INTEREST 242 242 242
TAX REFUND INTEREST 64 64 64


TY 2023 OtherIncreasesSchedule
Name:
FREEMAN FAMILY FOUNDATION
EIN:
82-3614440
Description Amount
ADJUSTMENT TO COST BASIS 102


TY 2023 OtherProfessionalFeesSchedule
Name:
FREEMAN FAMILY FOUNDATION
EIN:
82-3614440
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 3,202 3,202   0
INVESTMENT MANAGEMENT FEES 43,468 43,468   0


TY 2023 TaxesSchedule
Name:
FREEMAN FAMILY FOUNDATION
EIN:
82-3614440
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 2 2   0
FOREIGN TAXES 643 643   0