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
THE OAK HILL FUND
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1624
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHARLOTTESVILLE, VA22902
A Employer identification number

31-1810011
B Telephone number (see instructions)

(434) 220-0083
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$81,520,569J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,643,177 1,643,177  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,288,577
b Gross sales price for all assets on line 6a 7,966,752
7 Capital gain net income (from Part IV, line 2)... 2,288,577
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
12,503 12,825  
12 Total. Add lines 1 through 11........ 3,944,257 3,944,579  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 372,329 81,707   290,622
14 Other employee salaries and wages...... 404,664 80,201   324,463
15 Pension plans, employee benefits....... 303,792 46,227   257,565
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
158 0   158
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
51,051 10,491   40,560
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
440,355 383,078   57,277
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
110,567 0   714
19 Depreciation (attach schedule) and depletion... 3,641 0  
20 Occupancy.............. 134,536 0   134,536
21 Travel, conferences, and meetings....... 9,986 0   9,986
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
87,255 0   87,255
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,918,334 601,704   1,203,136
25 Contributions, gifts, grants paid....... 4,124,710 4,276,200
26 Total expenses and disbursements. Add lines 24 and 25 6,043,044 601,704   5,479,336
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -2,098,787
b Net investment income (if negative, enter -0-) 3,342,875
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............. 1,898,344 2,740,330 2,740,330
2 Savings and temporary cash investments......... 1,987,478 1,995,619 1,995,619
3 Accounts receivable right arrow26,884
Less: allowance for doubtful accounts right arrow   23,150 26,884 26,884
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.......... 9,318 9,993 9,993
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 52,627,747 Click to see attachment
List of Attached Documents:
// Content
54,165,408 		54,165,408
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 21,548,296 Click to see attachment
List of Attached Documents:
// Content
21,845,146 		21,845,146
14 Land, buildings, and equipment: basis right arrow203,183
Less: accumulated depreciation (attach schedule) right arrow194,850 6,671 8,333 8,333
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
911,605 		Click to see attachment
List of Attached Documents:
// Content
728,856 		Click to see attachment
List of Attached Documents:
// Content
728,856
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 79,012,609 81,520,569 81,520,569
Liabilities 17 Accounts payable and accrued expenses.......... 33,243 45,269
18 Grants payable................. 1,212,990 1,061,500
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) Click to see attachment
List of Attached Documents:
// Content
1,515,256 		Click to see attachment
List of Attached Documents:
// Content
1,343,595
23 Total liabilities (add lines 17 through 22)......... 2,761,489 2,450,364
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........... 76,251,120 79,070,205
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 76,251,120 79,070,205
30 Total liabilities and net assets/fund balances (see instructions). 79,012,609 81,520,569
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
76,251,120
2
Enter amount from Part I, line 27a .....................
2
-2,098,787
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
4,917,872
4
Add lines 1, 2, and 3 ..........................
4
79,070,205
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
79,070,205
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 COHO PARTNERS LTD P    
b COHO - ESG P    
c PARNASSUS EQUITY INCOME - INST. P    
d PARNASSUS MID CAP FUND - INST. P    
e HARDING LOEVNER INT'L EQUITY P    
VANGUARD GLOBAL ESG P    
VANGUARD INTERMEDIATE P    
VANGUARD SHORT TERM P    
VANGUARD SMALL CAP FUND P    
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 881,827   635,072 246,755
b 1,513,392   1,239,841 273,551
c 2,500,000   1,807,964 692,036
d 500,000   557,877 -57,877
e 500,000   395,151 104,849
100,000   87,062 12,938
300,000   335,113 -35,113
200,000   208,493 -8,493
500,000   411,602 88,398
971,533     971,533
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       246,755
b       273,551
c       692,036
d       -57,877
e       104,849
      12,938
      -35,113
      -8,493
      88,398
      971,533
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 2,288,577
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 46,466
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 46,466
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 46,466
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 103,697
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.............. 7 103,697
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 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 57,231
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow57,231 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 arrowWWW.OAKHILLFUND.ORG
14
The books are in care ofright arrowTHE OAK HILL FUND Telephone no.right arrow (434) 220-0083

Located atright arrowPO BOX 1624CHARLOTTESVILLEVA ZIP+4right arrow229021624
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)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 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
TODD A EDGERTON PRESIDENT/TREASURER
40.00 		208,323 88,173 0
PO BOX 1624
CHARLOTTESVILLE,VA22902
LEIGH W EDGERTON SECRETARY
20.00 		75,833 0 0
PO BOX 1624
CHARLOTTESVILLE,VA22902
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
JASON E HALBERT EXECUTIVE DIRECTOR
40.00 		222,631 95,931 0
PO BOX 1624
CHARLOTTESVILLE,VA22902
ANNE K O'BRIEN PROG & GRANTS
40.00 		89,477 59,096 0
PO BOX 1624
CHARLOTTESVILLE,VA22902
JULIA P SCHAFF FINANCIAL MANAGER
40.00 		90,632 48,288 0
PO BOX 1624
CHARLOTTESVILLE,VA22902
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
PARNASSUS FUNDS INVESTMENT MGMT 129,561
1 MARKET ST STE 1600
SAN FRANCISCO,CA94105
COHO PARTNERS LTD INVESTMENT MGMT 88,701
801 CASSATT RD SUITE 100
BERWYN,PA19312
HARDING LOEVNER FUNDS INC INVESTMENT MGMT 84,953
801 S CANAL ST
CHICAGO,IL60607
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 THE FUND HAS NO DIRECT CHARITABLE ACTIVITY 0
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 THE FUND HAS NO PROGRAM-RELATED INVESTMENTS 0
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
77,756,869
b
Average of monthly cash balances.......................
1b
620,387
c
Fair market value of all other assets (see instructions)................
1c
100,166
d
Total (add lines 1a, b, and c).........................
1d
78,477,422
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
78,477,422
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,177,161
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
77,300,261
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
3,865,013
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
3,865,013
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
46,466
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
46,466
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
3,818,547
4
Recoveries of amounts treated as qualifying distributions................
4
46,337
5
Add lines 3 and 4............................
5
3,864,884
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
3,864,884
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
5,479,336
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
5,479,336
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 3,864,884
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...... 2,517,802
b From 2019...... 2,552,822
c From 2020...... 2,289,900
d From 2021...... 1,933,467
e From 2022...... 1,573,295
f Total of lines 3a through e ........ 10,867,286
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 5,479,336
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..... 3,864,884
e Remaining amount distributed out of corpus 1,614,452
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 12,481,738
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		2,517,802
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		9,963,936
10 Analysis of line 9:
a Excess from 2019.... 2,552,822
b Excess from 2020.... 2,289,900
c Excess from 2021.... 1,933,467
d Excess from 2022.... 1,573,295
e Excess from 2023.... 1,614,452
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
CYBERGRANTS
PO BOX 1624
CHARLOTTESVILLE,VA229021624
(434) 220-0083
bThe form in which applications should be submitted and information and materials they should include:
THE OAK HILL FUND UTILIZES CYBERGRANTS ON-LINE GRANT MANAGEMENT SYSTEM. POTENTIAL GRANTEES MAY SUBMIT APPLICATION MATERIALS THROUGH CYBERGRANTS. [SEE WWW.OAKHILLFUND.ORG FOR FURTHER INFORMATION.]
cAny submission deadlines:
SEE STATEMENT FOR LINE 2A
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
GRANTS ARE MADE ONLY TO ORGANIZATIONS EXEMPT FROM TAX UNDER IRC SECTION 501(C)(3).
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

A STEP AHEAD FOUNDATION TRI-CITIES

207 E MAIN STREET SUITE 2-E
JOHNSON CITY,TN37604 		  PC TO SUPPORT (1) DIRECT BIRTH CONTROL SERVICES; (2) TRANSPORTATION, (3) CALL CENTER OPERATIONS, AND (4) HEALTH EDUCATOR SALARIES/PROGRAMS FOR THREE AFFILIATES (E. TN, TRI-CITIES, W TN) 110,000

HOPEWELL FUND

1828 L STREET NW SUITE 300-D
WASHINGTON,DC200362656 		  PC CONTINUED SUPPORT FOR THE FUNDING & TECHNICAL ASSISTANCE FOR INDEPENDENT ABORTION PROVIDERS (FTA) PROGRAM, WHICH HELPS INDEPENDENT ABORTION PROVIDERS RESPOND TO RAPIDLY CHANGING CONDITIONS WHILE CONTINUING TO MEET CRITICAL COMMUNITY NEEDS. 100,000

LA CLNICA DEL PUEBLO

2831 15TH ST NW
WASHINGTON,DC200094607 		  PC CONTINUED SUPPORT FOR THE REPRODUCTIVE HEALTH PROGRAM FOR UNINSURED LATINAS, WHICH WILL PROVIDE 55 UNINSURED LATINA WOMEN WITH HIGH-QUALITY, COMPREHENSIVE FAMILY PLANNING SERVICES 25,000

MEMPHIS CENTER FOR REPRODUCTIVE HEALTH (DBA CHOICES)

1203 POPLAR AVENUE
MEMPHIS,TN38104 		  PC TO SUPPORT SALARIES FOR ONE YEAR FOR THE NURSE PRACTITIONER AND LICENSED PRACTICAL NURSE ROLES AT THEIR NEW CARBONDALE CLINIC LOCATION. 110,000

NATIONAL ABORTION FEDERATION

1090 VERMONT AVE NW SUITE 1000
WASHINGTON,DC20005 		  PC CONTINUED SUPPORT FOR THE FULL-TIME SOUTHEAST REGIONAL SECURITY MANAGER 100,000

NEO PHILANTHROPY INC

45 W 36TH ST FL 6
NEW YORK,NY10018 		  PC TO EMPLOY A FULL-TIME ORGANIZER TO MANAGE THEIR SELF-MANAGED ABORTION CARE CAMPAIGN IN SOUTHEAST STATES. 50,000

NEW MORNING

1501 MAIN ST STE 150
COLUMBIA,SC292012863 		  PC TO FURTHER ADVANCE PROMOTE SC'S STATEWIDE CONTRACEPTIVE PROGRAM, CHOOSE WELL. (LARCS) 100,000

NEW RIVER ABORTION ACCESS FUND

PO BOX 10701
BLACKSBURG,VA24062 		  PC TO BUILD CAPACITY AND COMMUNITY FOR ABORTION ACCESS, SPECIFICALLY TO SUPPORT THE SALARIES OF THE EXECUTIVE DIRECTOR, INTAKE COORDINATOR, FUNDRAISING COORDINATOR, AND OPERATIONS CONSULTING SERVICES. 90,000

PLANNED PARENTHOOD GREAT NORTHWEST HAWAI'I ALASKA INDIANA KENTUCKY

842 SOUTH 7TH STREET
LOUISVILLE,KY40203 		  PC TO SUSTAIN THE NEWLY DEVELOPED COMMUNITY ORGANIZING PROGRAM. THE ORGANIZER WILL DISSEMINATE EDUCATIONAL MATERIALS AT COMMUNITY EVENTS; RECRUIT AND TRAIN VOLUNTEERS; CONDUCT 501(C)3-COMPLIANT CANVASSING, DOOR KNOCKING, PHONE BANKING, TEXT BANKING, LETTER WRITING, STORY COLLECTING, COALITION BUILDING, AND VOTER IDENTIFICATION IN ORDER TO INCREASE THE BASE OF SUPPORT THROUGHOUT APPALACHIA. 50,000

STATE LINE ABORTION ACCESS PARTNERS

PO BOX 16121
BRISTOL,VA24209 		  PC TO PROMOTE AND PROTECT ABORTION ACCESS FOR INDIVIDUALS IN SOUTHWEST VIRGINIA AND ANYONE TRAVELING TO THE REGION FOR ABORTION CARE. SPECIFICALLY: 1) ADVOCATING FOR POLICIES THAT ENSURE ACCESS TO MEDICATION AND IN-CLINIC ABORTION AND REPRODUCTIVE HEALTH CARE, 2) SUPPORTING THE NEEDS OF PATIENTS SEEKING ABORTION CARE, 3) ENGAGING IN COMMUNITY OUTREACH AND EDUCATION, 4) COLLABORATING WITH OTHER ORGANIZATIONS, AND 4) TRACKING AND EXPOSING SOURCES OF MISINFORMATION. 10,000

WEST ALABAMA WOMEN'S CENTER INC

535 JACK WARNER PKWY NE - SUITE I
TUSCALOOSA,AL354045751 		  PC TO EXPAND SLIDING-SCALE AND FREE SERVICES FOR LOW-INCOME, UNINSURED PATIENTS, INCLUDING CONTRACEPTIVES AND MEDICATIONS, FREE HPV VACCINES AT A MOBILE CLINIC, IN-CLINIC LAB TESTING, AND GESTATIONAL DIABETES TESTING AND TREATMENTS. 40,000

WOMEN'S HEALTH CENTER OF WV

PO BOX 20580
CHARLESTON,WV253621580 		  PC TO PURCHASE A 6,000-SQUARE-FOOT MEDICAL FACILITY ON THE WEST VIRGINIA-MARYLAND BORDER IN CUMBERLAND, MD TO SERVE AS A SATELLITE OFFICE FOR ABORTION CARE, SIGNIFICANTLY INCREASING ABORTION ACCESS FOR WEST VIRGINIANS, WHO ARE NOW LIVING UNDER A TOTAL ABORTION BAN IN THEIR HOME STATE. 50,000

WOMEN'S REPRODUCTIVE RIGHTS ASSISTANCE PROJECT

2633 LINCOLN BOULEVARD 338
SANTA MONICA,CA90405 		  PC TO ASSIST WOMEN IN SOUTHEAST STATES WITH THE COSTS OF ABORTION CARE AND EMERGENCY CONTRACEPTION. WRRAP PROVIDES FUNDS ON BEHALF OF LOW-INCOME WOMEN WHO DO NOT QUALIFY FOR OTHER ASSISTANCE PROGRAMS, AND/OR DO NOT OTHERWISE HAVE THE MEANS TO ACCESS A SAFE, LEGAL ABORTION 75,000

WOMEN'S RIGHTS AND EMPOWERMENT NETWORK

1201 MAIN ST SUITE 1820
COLUMBIA,SC292012881 		  PC TO 1) STRENGTHEN AND MOBILIZE DIVERSE REPRODUCTIVE HEALTH, RIGHTS, AND JUSTICE (RHRJ) ORGANIZATIONS AND ADVOCATES ACROSS THE STATE; 2) ENHANCE COMMUNITY CARE INFRASTRUCTURE BY PROVIDING PATHWAYS TO SUPPORT AND SERVICES; 3) STRENGTHEN STAFF, BOARD, AND PARTNER CAPACITY FOR INTEGRATING ANTI-RACIST WORK IN ORGANIZATIONAL CULTURE AND EXTERNAL PROGRAMMING 45,000

WV FREE

PO BOX 11042
CHARLESTON,WV25339 		  PC IN THE COUNTIES OF CABELL, PUTNAM, KANAWHA, FAYETTE, AND MONONGALIA, TO FOCUS ON DIRECT SERVICE AND WRAP-AROUND SERVICES PROVIDER EDUCATION, PUBLIC OUTREACH AND GRASSROOTS POWER BUILDING AND MOBILIZATION CAMPAIGNS, AND THE CREATION AND STRENGTHENING OF SAFETY NETS FOR ABORTION ACCESS. 75,000

BAY JOURNAL MEDIA INC

PO BOX 300
MAYO,MD21106 		  PC TO MAINTAIN AND EXPAND CHESAPEAKE BAY NEWS COVERAGE IN VIRGINIA AND TO REACH TO A WIDER AUDIENCE. 50,000

CHESAPEAKE BAY FOUNDATION INC

6 HERNDON AVENUE
ANNAPOLIS,MD21403 		  PC CONTINUED SUPPORT FOR THE VIRGINIA WATERSHED EDUCATION PROGRAM, CHESAPEAKE CLASSROOMS PROFESSIONAL EDUCATION PROGRAM, AND THE STUDENT LEADERSHIP PROGRAM. 40,000

CITIZENS FOR PENNSYLVANIA'S FUTURE

610 NORTH THIRD ST
HARRISBURG,PA17101 		  PC CONTINUED SUPPORT FOR CIVIC ENGAGEMENT WORK IN THE PENNSYLVANIA PORTION OF THE CHESAPEAKE BAY WATERSHED. SPECIFICALLY, FUNDS WOULD SUPPORT THEIR FULL-TIME ORGANIZER IN DAUPHIN AND CUMBERLAND COUNTIES IN SOUTH-CENTRAL PENNSYLVANIA AS PART OF A LARGER PROGRAM TO BUILD A POWERFUL VOLUNTEER CORPS IN KEY REGIONS ACROSS THE STATE. 60,000

ENVIRONMENTAL INTEGRITY PROJECT

1000 VERMONT AVENUE NW SUITE 1100
WASHINGTON,DC20005 		  PC TO STRENGTHEN PROTECTIONS FOR VIRGINIA'S WATERWAYS AND THE CHESAPEAKE BAY, RAISE AWARENESS ABOUT BACTERIA AND NUTRIENT POLLUTION, AND HOLD POLLUTERS AND GOVERNMENTS ACCOUNTABLE UNDER ENVIRONMENTAL LAWS. THIS IS A MULTI-YEAR CAMPAIGN INVOLVING ORIGINAL RESEARCH, MEDIA OUTREACH, AND SUCCESSFUL LEGAL ACTION. 80,000

FRIENDS OF THE RAPPAHANNOCK

3219 FALL HILL AVENUE
FREDERICKSBURG,VA22401 		  PC TO REDUCE NITROGEN, PHOSPHORUS, AND SEDIMENT POLLUTION TO THE RAPPAHANNOCK RIVER AND THE CHESAPEAKE BAY BY RESTORING OYSTER POPULATIONS ON NATIVE OYSTER REEFS IN TARGETED TRIBUTARIES THROUGH SPAT PRODUCTION AND REEF CONSTRUCTION. 30,000

POTOMAC RIVERKEEPER INC

3070 M STREET NW
WASHINGTON,DC20007 		  PC CONTINUED SUPPORT FOR 1) ENFORCEMENT ACTIONS AGAINST POLLUTION PERMIT INFRACTIONS AND UNPERMITTED DISCHARGES; 2) INVESTIGATION OF AND TAILORED RESPONSES TO POLLUTION HAZARDS IDENTIFIED THROUGH PATROLLING OUR WATERWAYS; 3) OUR ANNUAL RIVERPALOOZA AND RIOPALOOZA WATER STEWARDSHIP EVENTS; AND 4) OUTREACH TO AND MOBILIZATION OF MEMBERS AND IMPACTED COMMUNITIES. 90,000

SOUTHWINGS INC

35 HAYWOOD ST STE 201
ASHEVILLE,NC288012876 		  PC TO PROVIDE AVIATION EXPERIENCES TO CONSERVATION PARTNERS TO HELP UNCOVER AND MITIGATE ENVIRONMENTAL CHALLENGES RELATED TO LAND AND NATURAL RESOURCE CONSERVATION, WATER QUALITY MONITORING, FLOODING AND SEA LEVEL RISE, AND COASTAL RESILIENCE. 40,000

VIRGINIA DEPARTMENT OF WILDLIFE RESOURCES

PO BOX 90778
HENRICO,VA232280778 		  PC TO REMOVE BABER MILL DAM. DAM REMOVAL WOULD IMPROVE WATER QUALITY BY RESTORING SEDIMENT TRANSPORT AND INCREASING THE POTENTIAL FOR THE JAMES SPINYMUSSEL (JSM) POPULATION TO EXPAND, BOTH BECAUSE OF IMPROVED PASSAGE FOR HOST FISH AND BY DIRECT IMPROVEMENT OF INSTREAM HABITAT CONDITIONS. 30,000

WATERKEEPERS CHESAPEAKE

PO BOX 11075
TAKOMA PARK,MD209131075 		  PC TO BUILD CAPACITY FOR WATER QUALITY MONITORING, REGULATORY ENFORCEMENT, WATERSHED RESTORATION, AND POSSIBLY BUILD A NEW WATERKEEPER PROGRAM IN THE YORK/PAMUNKEY/MATTAPONI WATERSHED, VA. 25,000

WILD VIRGINIA INC

PO BOX 1065
CHARLOTTESVILLE,VA22902 		  PC TO 1) CONTINUE TO LEAD THE MOUNTAIN VALLEY PIPELINE (MVP) OPPOSITION; 2) CONTINUE TO INSIST ON IMPROVED VIRGINIA WATER QUALITY STANDARDS AND IMPLEMENTATION POLICIES TO PROTECT WATERS ACCORDING TO THE LAW; 3) WITH PARTNERS, TO CONTINUE MONITORING STREAMS ALONG PIPELINE ROUTES; AND 4) TO RECRUIT, TRAIN, AND PROVIDE ONGOING SUPPORT FOR VOLUNTEERS TO PARTICIPATE IN AGENCY REGULATORY PROCEEDINGS 30,000

APPALACHIAN VOICES

244 EAST HIGH ST
CHARLOTTESVILLE,VA22902 		  PC TO 1) RENEW COMMUNITIES BY DEVELOPING AND DEPLOYING SOLAR AT EVERY SCALE IN SOUTHWEST VIRGINIA; 2) PROTECT COMMUNITIES THROUGH POLICY DEVELOPMENT, REGULATORY INTERVENTION, AND OTHER ADMINISTRATIVE OR LEGAL PROCESSES, AND TO ENSURE THAT VIRGINIA'S ENERGY SYSTEM CONTINUES TO DECARBONIZE EQUITABLY AND AFFORDABLY; 3) DEFEND COMMUNITAS BY OPPOSING NEW INVESTMENTS IN FOSSIL FUELS, CIRCUMSCRIBING THE HARMS OF EXISTING INFRASTRUCTURE, AND MITIGATING NEW THREATS TO THE ENVIRONMENT. 100,000

CHESAPEAKE CLIMATE ACTION NETWORK

PO BOX 11138
TAKOMA PARK,MD20913 		  PC TO DEFEND STATE PROGRESS IN CLIMATE LEGISLATION, FIGHT NEW FOSSIL FUEL INFRASTRUCTURE PROJECTS, AND IMPLEMENT CAMPAIGNS WITH PARTNERS TO MOBILIZE THE PUBLIC TO ADVOCATE FOR TRANSIT FUNDING, BUILDING ELECTRIFICATION, COMMUNITY SOLAR, AND INCREASED INVESTMENT IN EV CHARGING INFRASTRUCTURE. 90,000

FRESH ENERGY

408 SAINT PETER ST STE 350
SAINT PAUL,MN551021125 		  PC CONTINUED SUPPORT FOR FACT-BASED REPORTING ON THE CLEAN ENERGY TRANSITION. ELIZABETH MCGOWAN WILL REMAIN THE LEAD REPORTER, AIMING TO PUBLISH 35 ARTICLES EACH YEAR. ALSO, TO STRENGTHEN PARTNERSHIPS WITH OTHER NEWS ORGANIZATIONS AND CONTINUE PUBLICATIONS OF THE SOUTHEAST ENERGY NEWS DAILY DIGEST. 65,000

HEALTHY HARVEST FOOD BANK INC

PO BOX 735
WARSAW,VA225720735 		  PC TO PURCHASE A NEW TRANSFORMER SO THAT A 117 KW SOLAR ARRAY CAN BE INSTALLED FOR HEALTHY HARVEST FRESH, THEIR EDUCATIONAL CENTER AND AQUAPONICS PRODUCTION FACILITY SUBSIDIARY. 25,000

MAJORITY ACTION

8705 COLESVILLE ROAD 312
SILVER SPRING,MD20910 		  PC CONTINUED SUPPORT TO EXPAND INVESTOR POWER TO HOLD CORPORATE BOARDS ACCOUNTABLE FOR ECONOMY-WIDE DECARBONIZATION: 1) EMPOWER INSTITUTIONAL INVESTORS WITH A MORE SYSTEMIC APPROACH TO THEIR ADVOCACY FOR 1.5C PROXY VOTING POLICIES. 2) BUILD THE INFRASTRUCTURE AND RELATIONSHIPS NEEDED TO DEMAND ROBUST CLIMATE AND RACIAL EQUITY ACTION FROM AMS, ISS, AND GLASS LEWIS; 3) LEVERAGE PROXY VOTING DATA TO SPOTLIGHT ASSET MANAGER IRRESPONSIBILITY; 4) PARTNER WITH SEIU AND A--B PARTNERS TO TAKE ADVANTAGE OF THE CAMPAIGN OPPORTUNITIES CREATED BY THE ESG BACKLASH. 40,000

SOUTH CAROLINA COASTAL CONSERVATION LEAGUE INC

131 SPRING STREET
CHARLESTON,SC29403 		  PC TO ENSURE 1) DOMINION'S RFP TO PROCURE ~200 MW OF CLEAN ENERGY OR DEMAND-RESPONSE RESOURCES IS FULFILLED; 2) DOMINION ENERGY AGREES TO CLOSE ITS COAL FIRED POWER PLANTS; 3) SANTEE COOPER AGREES TO CLOSE ITS COAL-FIRED GENERATION OR REPLACES IT WITH CLEAN RESOURCES; 4) DOMINION ENERGY ADOPTS A NEW FAIRER METHOD OF DETERMINING COST-EFFECTIVENESS OF ENERGY EFFICIENCY PROGRAMS; 5) A LEGISLATIVE COMMITTEE RECOMMENDS A SERIES OF RATEPAYER PROTECTING STRATEGIES TO THE LEGISLATURE. 40,000

SOUTH CAROLINA ENVIRONMENTAL LAW PROJECT

PO BOX 1380
PAWLEYS ISL,SC295851380 		  PC 1) TO PREPARE FOR THEIR TRIAL AGAINST DOMINION'S PLANNED CONSTRUCTION OF A 14.5 MILE GAS MAIN, AND 2) TO SPEED THE CLOSURE OF THREE AGING COAL-FIRED POWER PLANTS BY FORCING THEM TO COMPLY WITH EXISTING EFFLUENT REQUIREMENTS. 30,000

SOUTHERN ENVIRONMENTAL LAW CENTER

120 GARRETT STREET SUITE 400
CHARLOTTESVILLE,VA22911 		  PC TO 1) CONTINUE TO DEFEND PROVISIONS OF VIRGINIA'S CLEAN ECONOMY ACT AND PARTICIPATION IN THE REGIONAL GREENHOUSE GAS INITIATIVE; 2) ENSURE IMPLEMENTATION OF VIRGINIA'S CLEAN ENERGY LAWS; 3) PURSUE RATE REFORM AND ENSURE A SMOOTH TRANSITION TO VIRGINIA'S CLEAN ENERGY ECONOMY; 4) MONITOR AND RESPOND TO ANY THREAT TO VIRGINIA'S LONGTIME BAN ON URANIUM MINING. 75,000

STATES NEWSROOM

1450 RALEIGH ROAD SUITE 200
CHAPEL HILL,NC27517 		  PC CONTINUED SUPPORT FOR A DEDICATED FULL-TIME REPORTER COVERING ENERGY AND ENVIRONMENTAL ISSUES FOR THE VIRGINIA MERCURY. 75,000

THE CAPITAL GOOD FUND

333 SMITH ST
PROVIDENCE,RI02908 		  PC TO OFFER LEASES FOR THE INSTALLATION OF SOLAR PANELS, BATTERY STORAGE SYSTEMS, AND RELATED MEASURES, TO AT LEAST 125 LOW-INCOME GEORGIA HOMEOWNERS, ESPECIALLY THOSE IN SAVANNAH, DECATUR, DEKALB COUNTY, FULTON COUNTY, ATLANTA, AND ATHENS. 60,000

VIRGINIA CONSERVATION NETWORK

701 E FRANKLIN STREET SUITE 800
RICHMOND,VA23219 		  PC TO COORDINATE NETWORK PARTNERS TO WRITE A SHARED POLICY AGENDA THAT PROTECTS VIRGINIA'S NATURAL RESOURCES, THEN EDUCATE THE PUBLIC AND ADVOCATE BASED ON THE COMMON AGENDA; TO COORDINATE CIVIC ENGAGEMENT AND CAPACITY BUILDING WITH AND AMONG PARTNERS SO THAT THEIR OWN MEMBERS ENGAGE IN THE PUBLIC POLICY PROCESS. 95,000

VIRGINIA DISTRIBUTED SOLAR ALLIANCE PARTNERED WITH CHESAPEAKE CLIMATE ACTIO

1208-1212 EAST CARY ST SUITE 301
RICHMOND,VA23219 		  PC TO COVER EXPENSES INCURRED BY THE VA-DSA FOR LEGAL REPRESENTATION AND A CONTRACTED TECHNICAL EXPERT IN ONGOING PROCEEDINGS AGAINST DOMINION ENERGY'S "INTERCONNECTION PARAMETERS FOR NET METERING DISTRIBUTED ENERGY RESOURCES." 15,000

VIRGINIA ENERGY EFFICIENCY COUNCIL

313 E BROAD STREET SUITE 226
RICHMOND,VA23219 		  PC CONTINUED SUPPORT FOR THEIR PARTICIPATION IN REGULATORY ACTIVITIES TO EXPAND ENERGY EFFICIENCY PROGRAMS IN VIRGINIA 25,000

VIRGINIA ORGANIZING (ON BEHALF OF VIRGINIA CLINICIANS FOR CLIMATE ACTION)

703 CONCORD AVENUE
CHARLOTTESVILLE,VA22903 		  PC TO 1) HOST THE THIRD ANNUAL VIRGINIA CLIMATE AND HEALTH EDUCATION COLLABORATIVE SUMMIT, 2) LAUNCH A NEW STATEWIDE VCCA HEALTHCARE SUSTAINABILITY COMMITTEE; 3) TRAIN MEDICAL PROFESSIONALS AS EFFECTIVE ADVOCATES FOR CLEAN ENERGY; AND 4) ENLIST MEMBERS TO EDUCATE LEGISLATORS ON THE NEED TO SUPPORT CLEAN ENERGY POLICIES 30,000

VIRIDIANT

1431 W MAIN STREET
RICHMOND,VA23220 		  PC TO REFINE AND PROMOTE AN OPERATIONAL PLAN TO COORDINATE AND OPTIMIZE FUNDING STREAMS FROM THE FEDERAL INFLATION REDUCTION ACT (IRA) AND BIPARTISAN INFRASTRUCTURE LAW (BIL) FOR RESIDENTIAL ENERGY IMPROVEMENTS. THE PLAN WOULD INCLUDE FREE ENERGY AUDITS, QUALITY ASSURANCE FOR IN-HOME IMPROVEMENTS, AND ACCESSIBLE FINANCING FOR DEEP ENERGY RETROFITS IN HUNDREDS OF THOUSANDS OF HOMES. 30,000

CORAL REEF ALLIANCE

548 MARKET STREET SUITE 29802
SAN FRANSISCO,CA94104 		  PC IN THE WESTERN CARIBBEAN TO: 1) SUPPORT COMMUNITY SUSTAINABLE FISHERIES INITIATIVES AND RESEARCH, 2) PROMOTE EFFECTIVE MPA MANAGEMENT IN ROATN, UTILA, AND GUANAJA THROUGH ORGANIZATIONAL STRENGTHENING, SUSTAINABLE FINANCING AND INCOME DIVERSIFICATION PROJECTS; 3) ADVANCE INCOME DIVERSIFICATION PROJECTS IN TELA AND TRUJILLO. 70,000

INTERNATIONAL COMMUNITY FOUNDATION

2505 N AVENUE
NATIONAL CITY,CA91950 		  PC TO MITIGATE AND REVERSE NEGATIVE IMPACTS ON OCEAN HEALTH, DOCUMENT THE POSITIVE IMPACTS DERIVED FROM COLLECTIVE ACTION, PROMOTE CITIZEN SCIENCE, PROMOTE CO-RESPONSIBILITY OF FISHING COMMUNITIES AND ENSURE THE PRESERVATION OF FISHERY RESOURCES OF HIGH SOCIOECONOMIC AND ENVIRONMENTAL VALUE. 40,000

RARE INC

1310 N COURTHOUSE RD
ARLINGTON,VA222012508 		  PC TO SUPPORT SALARIES FOR LOCAL STAFF, LOCAL TRAVEL, FISHING FOR LIFE CAMPAIGN MATERIALS AND ACTIVITIES, AND TRAINING AND CAPACITY-BUILDING SESSIONS FOR IMPLEMENTING PARTNERS, GOVERNMENT STAFF, ET AL, TO ENSURE THE EFFECTIVE MANAGEMENT AND PROTECTION OF HONDURAN AND GUATEMALAN COASTAL WATERS. ALSO, TO HELP COMMUNITY MANAGEMENT BODIES APPLY TO THE INSTITUTE OF FOREST CONSERVATION AND STRENGTHEN THE COASTAL 500 NETWORK. 75,000

THE INGA FOUNDATION

101 MORTIMER DRIVE
EVINGTON,VA24550 		  PC GENERAL SUPPORT FOR INGA ALLEY CROPPING, A SUSTAINABLE ALTERNATIVE TO SLASH AND BURN AGRICULTURE IN THE TROPICS. 25,000

GEORGIA-ALABAMA LAND TRUST INC

226 OLD LADIGA ROAD
PIEDMONT,AL36272 		  PC TO PROMOTE THE RESTORATION OF LONGLEAF PINE AND RARE AND AT-RISK HARDWOODS AT BEARDS BLUFF IN LONG COUNTY, GA 99,291

KENTUCKY NATURAL LANDS TRUST

433 CHESTNUT ST
BEREA,KY404031510 		  PC TO SUPPORT THE PINE MOUNTAIN WILDLANDS CORRIDOR (PMWC) PROJECT, WHICH, THROUGH LAND ACQUISITION FOR PERMANENT PROTECTION AND ONGOING STEWARDSHIP, INCLUDING TREATMENT FOR HWA, AIMS TO CONSERVE THE 125-MILE FOREST RIDGELINE RUNNING FROM TENNESSEE THROUGH EASTERN KY, TO VA. 10,000

THE AMERICAN CHESTNUT FOUNDATION

50 NORTH MERRIMON AVENUE SUITE 115
ASHEVILLE,NC288041383 		  PC TO SUPPORT THE CONTINUED PURSUIT OF BLIGHT RESISTANCE IN AMERICAN CHESTNUT THROUGH THREE STRATEGIES: 1) TRANSGENIC INSERTION OF AN OXALATE OXIDASE (OXO) GENE FROM WHEAT, 2) BACKCROSS BREEDING TO INTRODUCE BLIGHT RESISTANCE FROM CHINESE CHESTNUT (C. MOLLISSIMA), AND 3) INTERBREEDING LARGE SURVIVING AMERICAN CHESTNUT TREES WITH PARTIAL RESISTANCE TO BLIGHT. 150,000

BOOK TRUST

191 UNIVERSITY BLVD SUITE 527
DENVER,CO80206 		  PC TO ADVANCE LITERACY SKILLS FOR PREK-3RD GRADE STUDENTS ENROLLED IN TITLE I ELEMENTARY SCHOOLS IN METRO DENVER AND THE FAISON CENTER DURING THE 2023/24 SCHOOL YEAR, BOOK TRUST WILL PROVIDE 8,500 STUDENTS IN DENVER AND 40 STUDENTS AT THE FAISON CENTER WITH ACCESS AND AGENCY TO CHOOSE AS MANY AS 3 BOOKS OF INTEREST EACH MONTH OF THE SCHOOL YEAR. 200,000

BOTANICAL GARDEN OF THE PIEDMONT

PO BOX 6224
CHARLOTTESVILLE,VA22906 		  PC TO RESTORE AND MAINTAIN THE RIPARIAN BUFFERS OF THE STREAM THAT BISECTS THE PIEDMONT BOTANICAL GARDEN. WORK WILL INCLUDE REMOVAL OF INVASIVE SPECIES, NATIVE PLANTINGS, THE CREATION OF TRAILS AND GATHERING SPACES, AND MORE. 50,000

DENVER PUBLIC SCHOOLS FOUNDATION

1860 LINCOLN STREET 10TH FLOOR
DENVER,CO80203 		  PC CONTINUED SUPPORT FOR THE A TO Z FUND WHICH PROVIDES GRANTS TO TEACHERS FOR PROGRAMS AND ACTIVITIES OUTSIDE THE SCHOOL'S BUDGET. 100,000

JEFFERSON AREA BOARD FOR AGING INC

674 HILLSDALE DRIVE SUITE 9
CHARLOTTESVILLE,VA22901 		  PC CONTINUED SUPPORT THE FRIENDS IN SCHOOLS HELPING (FISH) PROGRAM, AN INTERGENERATIONAL MENTORING PROGRAM THAT PROVIDES VOLUNTEER MENTORS TO STUDENTS WHO NEED INDIVIDUALIZED ATTENTION. 40,000

PLANNED PARENTHOOD OF THE ROCKY MOUNTAINS

7155 E 38TH AVE
DENVER,CO802071630 		  PC CONTINUED SUPPORT FOR THE RESPONSIBLE SEX EDUCATION INSTITUTE (RSEI). 100,000

BROWNSVILLE ELEMENTARY SCHOOL PARENT TEACHER ORGANIZATION

5870 ROCKFISH GAP TPKE
CROZET,VA229323401 		  PC GENERAL SUPPORT 5,000

RECLAIMED HOPE INITIATIVE

1195 REDFIELDS RD
CHARLOTTESVLE,VA229037889 		  PC GENERAL SUPPORT 2,500

THE WOMEN'S INITIATIVE

1101 E HIGH ST
CHARLOTTESVLE,VA229024841 		  PC GENERAL SUPPORT 3,000

ALZHEIMER'S ASSOCIATION

1010 EDNAM CENTER SUITES 203 204
CHARLOTTESVILLE,VA22903 		  PC GENERAL SUPPORT 5,000

MEALS ON WHEELS OF CHARLOTTESVILLE-ALBEMARLE

704 ROSE HILL DRIV
CHARLOTTESVILLE,VA22903 		  PC GENERAL SUPPORT 2,000

MUSIC IS A LANGUAGE

1231 E 26TH AVE
DENVER,CO802055230 		  PC GENERAL SUPPORT 1,500

PETENWELL AND CASTLE ROCK STEWARDS

1735 ARCHER LANE
NEKOOSA,WI54457 		  PC GENERAL SUPPORT 1,000

PROTECT OUR WINTERS

4676 BROADWAY STREET
BOULDER,CO80304 		  PC GENERAL SUPPORT 3,000

PUBLIC BROADCASTING OF COLORADO INC

7409 S ALTON CT
CENTENNIAL,CO801122301 		  PC GENERAL SUPPORT 3,000

TOY LIFT CHARITIES

PO BOX 6762
CHARLOTTESVLE,VA229066762 		  PC GENERAL SUPPORT 5,000

BLUE RIDGE AREA FOOD BANK

PO BOX 937
VERONA,VA244820937 		  PC TO ACQUIRE AND DISTRIBUTE NUTRITIOUS, FRESH PRODUCE AND FOOD TO APPROXIMATELY 1,650 FOOD-INSECURE PEOPLE LIVING IN 770 HOUSEHOLDS IN REMOTE AND RURAL AREAS OF ALBEMARLE, NELSON, FLUVANNA, ORANGE, AND LOUISA COUNTIES SERVED BY FIVE DISTRIBUTION SITES. 50,000

CULTIVATE CHARLOTTESVILLE

PO BOX 5282
CHARLOTTESVILLE,VA22905 		  PC TO SUPPORT THE POWER TO GROW CAMPAIGN: 1) INCREASE EQUITABLE FOOD JUSTICE POLICIES AND PRACTICES; 2) TRANSFORM THE CCS SCHOOL MEALS PROGRAM SO THAT STUDENTS EAT MORE HEALTHFULLY; 3) PROVIDE GARDEN-BASED EXPERIENTIAL LEARNING TO CHARLOTTESVILLE YOUTH; AND 4) INCREASE ACCESS TO FRESH LOCAL FOODS AMONG CHARLOTTESVILLE RESIDENTS LIVING IN PUBLIC AND SUBSIDIZED HOUSING. 65,000

LOAVES & FISHES FOOD PANTRY INC

2050 LAMBS RD
CHARLOTTESVILLE,VA22901 		  PC GENERAL SUPPORT: "TO RESCUE FOOD FROM GROCERY STORES, COMBINE IT WITH COMMODITIES ORDERED FROM THE BLUE RIDGE AREA FOOD BANK AND PURCHASED FOODS NOT AVAILABLE BY DONATION, AND DISTRIBUTE 7-10 DAYS OF FRESH, HEALTHY FOOD PER VISIT TO ANYONE WHO COMES TO THE PANTRY." 10,000

LOCAL FOOD HUB

PO BOX 4647
CHARLOTTESVILLE,VA22905 		  PC CONTINUED SUPPORT FOR THE FRESH FARMACY PROGRAM: $34,000 TOWARD PROVIDING 1000 FRESH FARMACY SHARES DURING THE 2023 SEASON, $6,000 TOWARDS RUNNING TWO ADDITIONAL POP UP MARKETS (SUFFICENT TO FEED 50-100 FAMILIES EACH) AND EXPLORING INTEGRATING SNAP + FRESHMATCH BENEFITS. 40,000

SOUL REPLENISHING

7654 PHILLIPS WOODS DR
HENRICO,VA23231 		  PC TO CREATE AND LAUNCH THE "MOBILE MARKET" PROJECT. FUNDS WOULD SUPPORT THE RENOVATION OF THEIR CURRENT VAN, STORAGE FACILITY EXPENSES, AND WORKING CAPITAL. 15,000

AMERICAN CIVIL LIBERTIES UNION FOUNDATION

125 BROAD STREET
NEW YORK,NY100042400 		  PC GENERAL SUPPORT 10,000

CALVERT SCHOOL

105 TUSCANY ROAD
BALTIMORE,MD212103007 		  PC GENERAL SUPPORT 10,000

CAMP HOLIDAY TRAILS

400 HOLIDAY TRAILS LANE
CHARLOTTESVILLE,VA22903 		  PC GENERAL SUPPORT 5,000

CHARLOTTESVILLE FREE CLINIC

901 PRESTON AVENUE SUITE 300
CHARLOTTESVILLE,VA22903 		  PC GENERAL SUPPORT 15,000

CHARLOTTESVILLE TOMORROW

PO BOX 1591
CHARLOTTESVLE,VA22902 		  PC GENERAL SUPPORT 10,000

CHARLOTTESVILLE-ALBEMARLE RESCUE SQUAD INC

828 MCINTIRE ROAD
CHARLOTTESVILLE,VA22902 		  PC GENERAL SUPPORT 2,500

CHARLOTTESVILLE-ALBEMARLE SPCA

3355 BERKMAR DRIVE
CHARLOTTESVILLE,VA22901 		  PC GENERAL SUPPORT 5,000

DOCTORS WITHOUT BORDERS USA

40 RECTOR STREET 16TH FLOOR
NEW YORK,NY10006 		  PC GENERAL SUPPORT 25,000

FOXCROFT SCHOOL

22407 FOXHOUND LANE
MIDDLEBURG,VA20117 		  PC GENERAL SUPPORT 10,000

FRIENDS SCHOOL HAVERFORD

851 BUCK LANE
HAVERFORD,PA19041 		  PC GENERAL SUPPORT 10,000

JOHNS HOPKINS UNIVERSITY

600 N WOLFE STREET CARNEGIE 422
BALTIMORE,MD212876417 		  PC ALZHEIMER'S DISEASE RESEARCH CENTER 20,000

NATURAL RESOURCES DEFENSE COUNCIL

40 W 20TH STREET
NEW YORK,NY100114231 		  PC GENERAL SUPPORT 10,000

NEW OPPORTUNITY SCHOOL FOR WOMEN INC

204 CHESTNUT STREET
BEREA,KY404031538 		  PC GENERAL SUPPORT 5,000

PIEDMONT COMMUNITY LAND TRUST

682 BERKMAR CIR
CHARLOTTESVILLE,VA22902 		  PC GENERAL SUPPORT 20,000

PLANNED PARENTHOOD SOUTH ATLANTIC

100 S BOYLAN AVE
RALEIGH,NC276031802 		  PC GENERAL SUPPORT 10,000

SERVICE DOGS OF VIRGINIA INC

PO BOX 408
CHARLOTTESVILLE,VA22902 		  PC GENERAL SUPPORT 2,500

SHELTER FOR HELP IN EMERGENCY

PO BOX 1013
CHARLOTTESVILLE,VA22902 		  PC GENERAL SUPPORT 5,000

THE INTERNATIONAL RESCUE COMMITTEE

375 GREENBRIER DRIVE SUITE 200
CHARLOTTESVILLE,VA22901 		  PC GENERAL SUPPORT 10,000

THE RECTOR AND VISITORS OF THE UNIVERSITY OF VIRGINIA

OFFICE OF SPONSORED PROGRAMS PO BOX
400195
CHARLOTTESVILLE,VA229044195 		  PC UVA BRAIN INSTITUTE 2,500

THE ST PAUL'S SCHOOLS

PO BOX 8100
BROOKLANDVILLE,MD210228100 		  PC GENERAL SUPPORT 10,000

VPM MEDIA CORPORATION

23 SESAME STREET
RICHMOND,VA23235 		  PC PUBLIC TELEVISION 10,000

WESTERN ALBEMARLE RESCUE SQUAD

PO BOX 188
CROZET,VA229320188 		  PC GENERAL SUPPORT 2,500

WVTF PUBLIC RADIO

3520 KINGSBURY LANE
ROANOKE,VA240141348 		  PC GENERAL SUPPORT 10,000

AFRICAN AMERICAN TEACHING FELLOWS CHARLOTTESVILLE ALBEMARLE

PO BOX 5064
CHARLOTTESVILLE,VA22905 		  PC GENERAL SUPPORT 250

ALZHEIMER'S ASSOCIATION

1010 EDNAM CENTER SUITES 203 204
CHARLOTTESVILLE,VA22903 		  PC GENERAL SUPPORT 100

BLACK KNIGHTS ATHLETIC CLUB

PO BOX 4662
CHARLOTTESVILLE,VA229054662 		  PC GENERAL SUPPORT 256

CANCER RESEARCH INSTITUTE INC

29 BROADWAY 4TH FLOOR
NEW YORK,NY100063201 		  PC GENERAL SUPPORT 250

CARING FOR CREATURES FOUNDATION

352 SANCTUARY LN
PALMYRA,VA229635248 		  PC GENERAL SUPPORT 200

CENTER FOR BIOLOGICAL DIVERSITY

PO BOX 710
TUCSON,AZ85702 		  PC GENERAL SUPPORT 250

CHARLOTTESVILLE AREA COMMUNITY FOUNDATION

114 4TH ST SE
CHARLOTTESVILLE,VA22902 		  PC GRACE TINSLEY SCHOLARSHIP 240

CHARLOTTESVILLE CITY SCHOOLS

1562 DAIRY RD
CHARLOTTESVILLE,VA229031304 		  PC JACKSON-VIA PTO 250

CHARLOTTESVILLE HIGH SCHOOL PTO

1400 MELBOURNE ROAD
CHARLOTTESVILLE,VA22901 		  PC GENERAL SUPPORT 250

FEEDING GREENE INC THE FOOD PANTRY OF GREENE COUNTY

PO BOX 13
STANARDSVILLE,VA229730013 		  PC GENERAL SUPPORT 300

FUND FOR WILD NATURE

PO BOX 2507
SEBASTOPOL,CA95473 		  PC GENERAL SUPPORT 250

GREEN DOGS UNLEASHED

1171 N BOSTON RD
TROY,VA229744308 		  PC GENERAL SUPPORT 200

INTERNATIONAL NEIGHBORS

224 9TH ST SW STE A
CHARLOTTESVLE,VA229033519 		  PC GENERAL SUPPORT 100

PIEDMONT CASA

818 EAST HIGH STREET
CHARLOTTESVILLE,VA22902 		  PC GENERAL SUPPORT 200

PLANNED PARENTHOOD SOUTH ATLANTIC

100 S BOYLAN AVE
RALEIGH,NC276031802 		  PC GENERAL SUPPORT 100

RIVANNA CONSERVATION ALLIANCE

1150 RIVER ROAD SUITE 1
CHARLOTTESVILLE,VA22901 		  PC GENERAL SUPPORT 250

THE MARION INSTITUTE

202 SPRING STREET
MARION,MA027381570 		  PC FOR KYARO ASSISTIVE TECH 2,200

THE V FOUNDATION

14600 WESTON PARKWAY
CARY,NC275132259 		  PC GENERAL SUPPORT 250

WALKER BUFORD UNITED PARENT TEACHER ORGANIZATION

1000 CHERRY AVE
CHARLOTTESVILLE,VA229033491 		  PC GENERAL SUPPORT 250

WALKER HOUSE FOR NEW BEGINNINGS

7740 SWEET FERN WAY
CHARLOTTE,NC282730016 		  PC GENERAL SUPPORT 300

WILD VIRGINIA INC

PO BOX 1065
CHARLOTTESVILLE,VA22902 		  PC GENERAL SUPPORT 250

WOMEN'S RIGHTS AND EMPOWERMENT NETWORK

1201 MAIN ST SUITE 1820
COLUMBIA,SC292012881 		  PC GENERAL SUPPORT 300

MESOAMERICAN REEF FUND (MAR)

22 AVENIDA 0-59
ZONA VISTA,VISTA HERMOSA II  
GT 		  PC FOR THE HEALTHY REEFS INITIATIVE: SPECIFICALLY, TO 1) SUPPORT AGRRA TRAINING AND MONITORING, 2) LAUNCH THE 2024 REEF REPORT CARD, 3) CONVENE 2023 REGIONAL PARTNERS MEETING, 4) IMPROVE ECO AUDIT PROCESS, 5) SCALE UP KING CRAB PROJECT, 6) IMPLEMENT KING CRAB CULTURE PROJECT IN TURNEFFE ATOLL, AND 7) PARTICIPATE IN THE MAR+INVEST PROJECT AND OTHER INTERNATIONAL CONSERVATION COLLABORATIONS. 160,000

CHESAPEAKE BAY FOUNDATION INC

6 HERNDON AVENUE
ANNAPOLIS,MD21403 		  PC TO HELP MEET THE MATCHING REQUIREMENTS OF AN EXISTING PUBLIC GRANT FROM THE NATIONAL FISH AND WILDLIFE FOUNDATION FOR THE KEYSTONE 10 MILLION TREES PARTNERSHIP. THE PROJECT AIMS TO PLANT 360 ACRES OF FORESTED BUFFERS ALONG THE MOST IMPACTED STREAMS AND RIVERS IN PENNSYLVANIA. SPECIES PLANTED WILL INCLUDE EASTERN HEMLOCK, BALSAM FIR, AND THE AMERICAN CHESTNUT. 50,000

SUSTAINABLE MARKETS FOUNDATION

45 WEST 36TH STREET 6TH FLOOR
NEW YORK,NY100187904 		  PC TO HOLD SOUTHEAST UTILITY COMPANIES ACCOUNTABLE TO THE NEED TO DECARBONIZE OUR ECONOMY BY 1) FINDING SENSITIVE INFORMATION ON THEIR ANTI-CLEAN ENERGY AGENDAS; AND 2) CREATING COMPELLING STORIES THAT EDUCATE REPORTERS, LEGISLATORS AND GRASSROOTS ORGANIZATIONS ABOUT HOW UTILITIES ARE ACTING AGAINST THE PUBLIC INTEREST. 50,000

BAY ISLANDS CONSERVATION ASSOCIATION INC

11711 RAINTREE VILLAGE BLVD APT C
TEMPLE TERR,FL336172741 		  PC CONTINUED SUPPORT TO CONDUCT THEIR MONTHLY MARINE WATER QUALITY MONITORING (GUANAJA) AND FRESHWATER QUALITY STUDY, AND CONDUCT CITIZEN SCIENCE PROJECTS ON SOLID WASTE AROUND THE THREE ISLANDS (UTILA, ROATAN AND GUANAJA). ALSO, TO CREATE A BASELINE DATABASE ON MICROPLASTIC POLLUTION FOR THE ENTIRE REGION. 75,000

ROATAN MARINE PARK INTERNATIONAL INC

PO BOX 80167
AUSTIN,TX78708 		  PC TO 1) INCREASE CAPACITY FOR CORAL RESTORATION AND CONSERVATION IN THE BAY ISLANDS OF HONDURAS BY OFFERING TRAINING TO KEY STAKEHOLDERS AND WEBINARS ON CORAL SPAWNING DATA COLLECTION AND CORAL RESTORATION TECHNIQUES, 2) PROMOTE CORAL SPAWNING MONITORING AND RESEARCH OF CORALS IN PRIORITY SITES, 3) IMPLEMENT INNOVATIVE CORAL RESTORATION TECHNIQUES SUCH AS ASSISTED SEXUAL REPRODUCTION. 38,390

THE NATURE CONSERVANCY

652 PETER JEFFERSON PARKWAY SUITE
190
CHARLOTTESVILLE,VA22911 		  PC CONSERVING LONGLEAF FROM THE GROUND UP: TO PILOT SOIL MAPPING FOR BIODIVERSITY, EXPAND GROUNDCOVER PROJECTS AND SCALE UP THEIR FIRE PROGRAM. ALSO TO CONTINUE COMPREHENSIVE LAND PROTECTION AND STEWARDSHIP ACTIVITIES, AND TO DETERMINE IF CARBON OFFSETS ARE A VIABLE MEANS OF INCENTIVIZING LONGLEAF RESTORATION. 60,000
Total .................................right arrow 3a 4,130,677
bApproved for future payment

THE VIRGINIA LEAGUE FOR PLANNED PARENTHOOD
201 N HAMILTON STREET
RICHMOND,VA23221 		  PC ABORTION CARE CAPACITY BUILDING AT VIRGINIA LEAGUE FOR PLANNED PARENTHOOD: 1) SURGE SCENARIO PLANNING, 2) HIRE AND TRAIN ADDITIONAL ABORTION NAVIGATOR AND SECURITY PERSONNEL. 125,000

WHOLE WOMAN'S HEALTH ALLIANCE
1001 E MARKET STREET SUITE 200
CHARLOTTESVILLE,VA22902 		  PC TO SUPPORT THE WAYFINDER PROGRAM AND GESTATIONAL EXPANSION AND PHYSICAL PLANT UPGRADES AT THE CHARLOTTESVILLE CLINIC. 125,000

RIVANNA CONSERVATION ALLIANCE
1150 RIVER ROAD SUITE 1
CHARLOTTESVILLE,VA22901 		  PC TO 1) CONTINUE LONG-TERM WATER QUALITY MONITORING AND REPORTING PROGRAMS, 2) BUILD COMMUNITY UNDERSTANDING OF THE IMPORTANCE OF WATER QUALITY, STREAM HEALTH, AND STEWARDSHIP ACTIONS, 3) TRACK HARD-TO-IDENTIFY SOURCES OF E. COLI IN URBAN STREAMS, 4) IDENTIFY AND BEGIN IMPLEMENTING SOLUTIONS TO BACTERIA CONTAMINATION AND OTHER ISSUES DEGRADING URBAN STREAMS. 50,000

PIEDMONT HOUSING ALLIANCE
682 BERKMAR CIRCLE
CHARLOTTESVILLE,VA22901 		  PC TO INCORPORATE SOLAR AND ENERGY STORAGE INTO THE REDEVELOPMENT OF FRIENDSHIP COURT. 450,000

THE FAISON CENTER
5311 MARKEL ROAD
RICHMOND,VA23230 		  PC TO SUPPORT THE CAMPUS SOLAR PROJECT: MARKEL HALL AND PIONEER HALL 250,000

MUSICIANS UNITED TO SERVE THE YOUTH OF CHARLOTTESVILLE
105 RIDGE ST
CHARLOTTESVILLE,VA22902 		  PC GENERAL SUPPORT 3,000

PARENT AND TEACHER SUPPORT ORGANIZATION OF J T HENLEY MIDDLE
5880 ROCKFISH GAP TPKE
CROZET,VA229323401 		  PC GENERAL SUPPORT FOR THE ANNUAL FUND RAISER 5,000

VIRGINIA BASKETBALL ACADEMY FOUNDATION
PO BOX 2438
CHARLOTTESVLE,VA229022438 		  PC GENERAL SUPPORT 1,000

LEAGUE OF WOMEN VOTERS OF THE CHARLOTTESVILLE AREA EDUCATION FUND
PO BOX 2786
CHARLOTTESVLE,VA22902 		  PC GENERAL SUPPORT 2,500

THE INGA FOUNDATION
101 MORTIMER DRIVE
EVINGTON,VA24550 		  PC GENERAL SUPPORT FOR THE INGA ALLEY CROPPING, A SUSTAINABLE ALTERNATIVE TO SLASH AND BURN AGRICULTURE IN THE TROPICS. 50,000
Total ................................. right arrow 3b 1,061,500
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 1,643,177  
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 2,288,577  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INVESTMENT INCOME 		    14 12,825  
bREALIZED LOSS ON SALE OF EQUIPMENT     18 -322  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 3,944,257 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
3,944,257
(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:
THE OAK HILL FUND
EIN:
31-1810011
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
AUDIT AND TAX PREPARATION FEES 51,051 10,491   40,560

TY 2023 InvestmentsCorpStockSchedule
Name:
THE OAK HILL FUND
EIN:
31-1810011
Name of Stock End of Year Book Value End of Year Fair Market Value
PARNASSUS EQ INC (PRILX) 12,719,439 12,719,439
HARDING LOEVNER INT'L EQUITY FUND (HLMIX) 10,380,129 10,380,129
FIDUCIARY - EQUITY (COHO PARTNERS, LTD) 7,369,970 7,369,970
FIDUCIARY - EQUITY (COHO - ESG) 8,527,387 8,527,387
VANGUARD SMALL CAP INDEX 8,086,682 8,086,682
PARNASSUS MID CAP 7,081,801 7,081,801

TY 2023 InvestmentsOtherSchedule2
Name:
THE OAK HILL FUND
EIN:
31-1810011
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
VANGUARD INTERMEDIATE TERM (VFIDX) AT COST 9,441,511 9,441,511
VANGUARD SHORT TERM (VFSUX) AT COST 5,535,508 5,535,508
MATTHEW ASIA PACIFIC (MPACX) AT COST 1,384,574 1,384,574
T. ROWE PRICE EMERGING MKTS - 1 (PRZIX) AT COST 3,283,202 3,283,202
VANGUARD GLOBAL ESG AT COST 1,076,483 1,076,483
VANGUARD INTERNATIONAL INDEX AT COST 1,123,868 1,123,868

TY 2023 LegalFeesSchedule
Name:
THE OAK HILL FUND
EIN:
31-1810011
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 158 0   158


TY 2023 OtherAssetsSchedule
Name:
THE OAK HILL FUND
EIN:
31-1810011
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
ARTWORK 4,948 4,948 4,948
DEFERRED COMPENSATION ASSETS 345,987 266,380 266,380
PREPAID EXCISE TAX 33,691 57,144 57,144
SECURITY DEPOSITS 5,268 6,268 6,268
RIGHT OF USE ASSET 521,711 394,116 394,116


TY 2023 OtherExpensesSchedule
Name:
THE OAK HILL FUND
EIN:
31-1810011
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
DUES AND SUBSCRIPTIONS 28,011 0   28,011
OTHER ADMINISTRATIVE EXPENSES 19,878 0   19,878
REPAIRS, MAINTENANCE, AND SUPPLIES 28,956 0   28,956
UTILITIES, TELEPHONE, AND INTERNET 10,410 0   10,410


TY 2023 OtherIncomeSchedule2
Name:
THE OAK HILL FUND
EIN:
31-1810011
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INVESTMENT INCOME 12,825 12,825 12,825
REALIZED LOSS ON SALE OF EQUIPMENT -322   -322


TY 2023 OtherIncreasesSchedule
Name:
THE OAK HILL FUND
EIN:
31-1810011
Description Amount
NET UNREALIZED GAIN/LOSS ON INVESTMENTS 4,917,872


TY 2023 OtherLiabilitiesSchedule
Name:
THE OAK HILL FUND
EIN:
31-1810011
Description Beginning of Year - Book Value End of Year - Book Value
DEFERRED TAX PAYABLE 97,982 162,440
DEFERRED COMPENSATION LIABILITY 887,308 766,061
LEASE LIABILITY 529,966 412,594
LEASE SECURITY DEPOSIT 0 2,500


TY 2023 OtherProfessionalFeesSchedule
Name:
THE OAK HILL FUND
EIN:
31-1810011
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ADVISOR FEES 383,078 383,078   0
CONSULTING FEES 57,277 0   57,277


TY 2023 TaxesSchedule
Name:
THE OAK HILL FUND
EIN:
31-1810011
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX 109,853 0   0
OTHER TAXES AND LICENSES 714 0   714