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 12-01-2023 , and ending 11-30-2024
Name of foundation
MASSEY FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)MASSEY BUILDING - 5002 MONUMENT AVE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
RICHMOND, VA23230
A Employer identification number

54-6049049
B Telephone number (see instructions)

(804) 648-1611
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$97,764,192J 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 780,375 757,354  
4 Dividends and interest from securities... 493,343 493,343  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,526,019
b Gross sales price for all assets on line 6a 15,414,265
7 Capital gain net income (from Part IV, line 2)... 2,526,019
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
791,434 599,108 0
12 Total. Add lines 1 through 11........ 4,591,171 4,375,824 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
24,510 24,510 0 0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
287,928 287,928 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
813,175 19,247 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
751,643 718,455 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,877,256 1,050,140 0 0
25 Contributions, gifts, grants paid....... 4,045,000 4,045,000
26 Total expenses and disbursements. Add lines 24 and 25 5,922,256 1,050,140 0 4,045,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,331,085
b Net investment income (if negative, enter -0-) 3,325,684
c Adjusted net income (if negative, enter -0-)... 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............. 18,708 83,253 83,253
2 Savings and temporary cash investments......... 1,803,582 2,140,438 2,140,438
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
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).......... 69,336,975 Click to see attachment
List of Attached Documents:
// Content
71,952,504 		95,540,501
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) 71,159,265 74,176,195 97,764,192
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 47,245,717 47,245,717
28 Retained earnings, accumulated income, endowment, or other funds 23,913,548 26,930,478
29 Total net assets or fund balances (see instructions)..... 71,159,265 74,176,195
30 Total liabilities and net assets/fund balances (see instructions). 71,159,265 74,176,195
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
71,159,265
2
Enter amount from Part I, line 27a .....................
2
-1,331,085
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
4,348,015
4
Add lines 1, 2, and 3 ..........................
4
74,176,195
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
74,176,195
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 ARCH CAP GROUP LTD P    
b ACCENTURE PLC A P    
c ACCENTURE PLC A P    
d ACCENTURE PLC A P    
e ACCENTURE PLC A P    
ACCENTURE PLC A P    
ADYEN N V ADR P    
ADYEN N V ADR P    
ADYEN N V ADR P    
ADYEN N V ADR P    
ADYEN N V ADR P    
AON PLC A P    
AON PLC A P    
AON PLC A P    
AON PLC A P    
AON PLC A P    
AON PLC A P    
ASM INTERNTNL N V ADR P    
ASM INTERNTNL NV ADR P    
ASM INTERNTNL NV ADR P    
ASM INTERNTNL NV ADR P    
ASML HOLDING N V ADR P    
ASML HOLDING N V ADR P    
ASML HOLDING N V ADR P    
ADVANTEST CORP ADR P    
ADVANTEST CORP ADR P    
ATLAS COPCO AB A ADR P    
ATLAS COPCO AB A ADR P    
ATLAS COPCO AB A ADR P    
ASTRAZENECA PLC ADR P    
BAE SYSTEMS PLC ADR P    
BAE SYSTEMS PLC ADR P    
BAE SYSTEMS PLC ADR P    
COMPASS GROUP PLC ADR P    
CANADIAN NATURAL RES P    
CANADIAN PACIFIC KAN P    
CANADIAN PACIFIC KAN P    
CANADIAN PACIFIC KAN P    
CANADIAN PACIFIC KAN P    
CANADIAN PACIFIC KAN P    
CANADIAN PACIFIC KAN P    
CANADIAN PACIFIC KAN P    
COUPANG INC A P    
DSV A/S ADR P    
DSV A/S ADR P    
EPAM SYSTEMS INC P    
EPAM SYSTEMS INC P    
EVOLUTION AB ADR P    
EVOLUTION AB ADR P    
EVOLUTION AB ADR P    
EVOLUTION AB ADR P    
EVOLUTION AB ADR P    
EXPERIAN PLC ADR P    
EXPERIAN PLC ADR P    
EXPERIAN PLC ADR P    
FERGUSON PLC NEW P    
FERGUSON ENTERPRISES P    
FERGUSON ENTERPRISES P    
ICICI BANK LTD ADR P    
ICICI BK LTD ADR P    
ICON PLC P    
LINDE PLC P    
L OREAL S A ADR P    
LVMH MOET HENNESSY L ADR P    
LVMH MOET HENNESSY L ADR P    
LVMH MOET HENNESSY L ADR P    
LVMH MOET HENNESSY L ADR P    
LVMH MOET HENNESSY L ADR P    
LVMH MOET HENNESSY L ADR P    
MERCADOLIBRE INC P    
MERCADOLIBRE INC P    
MERCADOLIBRE INC P    
MERCADOLIBRE INC P    
MERCADOLIBRE INC P    
MITSUBISHI HEAVY IND ADR P    
MONDAY COM LTD P    
MONDAY COM LTD P    
NESTLE S A ADR P    
NESTLE S A ADR P    
NESTLE S A ADR P    
NESTLE S A ADR P    
NU HOLDINGS LTD A P    
NU HLDGS LTD A P    
NU HLDGS LTD A P    
NU HLDGS LTD A P    
NOVO-NORDISK AS VORM ADR P    
FERRARI N V P    
FERRARI N V P    
FERRARI N V P    
FERRARI N V NEW P    
FERRARI N V NEW P    
FERRARI N V NEW P    
SAFRAN ADR P    
SAFRAN ADR P    
SCHNEIDER ELECTRIC S ADR P    
SEA LTD A ADR P    
SPOTIFY TECHNOLOGY S P    
STERIS PLC P    
SIKA AG ADR P    
SIKA AG ADR P    
ATLASSIAN CORP A P    
ATLASSIAN CORP A P    
ATLASSIAN CORP A P    
ATLASSIAN CORP A P    
ATLASSIAN CORP A P    
THOMSON REUTERS CORP P    
THOMSON REUTERS CORP P    
THOMSON REUTERS CORP P    
THOMSON REUTERS CORP P    
UBS GROUP AG P    
WASTE CONNECTIONSINC P    
WASTE CONNECTIONS IN P    
ASBURY AUTOMOTIVE GR P    
ASBURY AUTOMOTIVE GR P    
ARCOSA INC P    
ARCOSA INC P    
ARCOSA INC P    
ADDUS HOMECARE CORP P    
ADDUS HOMECARE CORP P    
ADAPT HEALTH CORP P    
ADAPT HEALTH CORP P    
ADAPT HEALTH CORP P    
ADAPT HEALTH CORP P    
ADAPT HEALTH CORP P    
ADAPT HEALTH CORP P    
AMN HEALTHCARE SVCS P    
AMN HEALTHCARE SVCS P    
AMN HEALTHCARE SVCS P    
AMN HEALTHCARE SVCS P    
AMN HEALTHCARE SVCS P    
AMN HEALTHCARE SVCS P    
AVIENT CORP P    
AVIENT CORP P    
BRINKS CO P    
BRINKS CO P    
BRINKS CO P    
BELDEN INC NEW P    
BELDEN INC NEW P    
BELDEN INC NEW P    
CADENCE BK P    
CADENCE BK P    
CADENCE BK P    
CVB FINL CORP P    
CVB FINL CORP P    
CVB FINL CORP P    
CVB FINL CORP P    
CASELLA WASTE SYS IN A P    
CASELLA WASTE SYS IN A P    
CASELLA WASTE SYS IN A P    
ESCO TECHNOLOGIES IN P    
ESCO TECHNOLOGIES IN P    
ELEMENT SOLUTIONS IN P    
ELEMENT SOLUTIONS IN P    
FORMFACTOR INC P    
FORMFACTOR INC P    
FEDERAL SIGNAL CORP P    
FEDERAL SIGNAL CORP P    
FULLER H B CO P    
FULLER H B CO P    
FULLER H B CO P    
FULLER H B CO P    
FORWARD AIR CORP P    
FORWARD AIR CORP P    
FORWARD AIR CORP P    
FORWARD AIR CORP P    
FORWARD AIR CORP P    
FORWARD AIR CORP P    
FORWARD AIR CORP P    
GLACIER BANCORP INC P    
GLACIER BANCORP INC P    
GLACIER BANCORP INC P    
INSTALLED BLDG PRODS P    
INSTALLED BLDG PRODS P    
INSTALLED BLDG PRODS P    
ICF INTL INC P    
ICF INTL INC P    
ICF INTL INC P    
ICF INTL INC P    
ICF INTL INC P    
ICU MED INC P    
ICU MED INC P    
ICU MED INC P    
ICU MED INC P    
ICU MED INC P    
INDEPENDENT BK CORP P    
INDEPENDENT BK CORP P    
INDEPENDENT BK CORP P    
INDEPENDENT BK CORP P    
INDEPENDENT BANK CO P    
INDEPENDENT BANK CO P    
INDEPENDENT BANK CO P    
INDEPENDENT BANK CO P    
INDEPENDENT BANK CO P    
INDEPENDENT BANK CO P    
INDEPENDENT BANK CO P    
INTEGER HLDGS CORP P    
INTEGER HLDGS CORP P    
LANCASTER COLONY COR P    
LANCASTER COLONY COR P    
LAKELAND FINL CORP P    
LANTHEUS HOLDINGS IN P    
LANTHEUS HLDGS INC P    
LA Z BOY INC P    
LA Z BOY INC P    
LA Z BOY INC P    
MGE ENERGY INC P    
MGE ENERGY INC P    
MAGNOLIA OIL & GAS C A P    
MATADOR RES CO P    
MATADOR RES CO P    
MATERION CORP P    
MATERION CORP P    
MATERION CORP P    
ONE GAS INC P    
ONE GAS INC P    
OLD NATL BANCORP IND P    
OLD NATL BANCORP IND P    
OXFORD INDS INC P    
OXFORD INDS INC P    
OXFORD INDS INC P    
POTLATCHDELTIC CORP REIT P    
POTLATCHDELTIC CORP REIT P    
POTLATCHDELTIC CORP REIT P    
PEBBLEBROOK HOTEL TR REIT P    
PEBBLEBROOK HOTEL TR REIT P    
PEBBLEBROOK HOTEL TR REIT P    
PEBBLEBROOK HOTEL TR REIT P    
PEBBLEBROOK HOTEL TR REIT P    
PEBBLEBROOK HOTEL TR REIT P    
PLEXUS CORP P    
PLYMOUTH INDL REIT I REIT P    
PLYMOUTH INDL REIT I REIT P    
PERFICIENT INC P    
PERFICIENT INC P    
PERFICIENT INC P    
PERFICIENT INC P    
PERFICIENT INC P    
PERFICIENT INC P    
PERFICIENT INC P    
PERFICIENT INC P    
GIBRALTAR INDS INC P    
GIBRALTAR INDS INC P    
GIBRALTAR INDS INC P    
STIFEL FINL CORP P    
STIFEL FINL CORP P    
STIFEL FINL CORP P    
SELECTIVE INS GROUP P    
SELECTIVE INS GROUP P    
CHAMPION HOMES INC P    
SIMPLY GOOD FOODS CO P    
SIMPLY GOOD FOODS CO P    
SIMPLY GOOD FOODS CO P    
SIMPLY GOOD FOODS CO P    
SIMPLY GOOD FOODS CO P    
SOUTHSTATE CORP P    
STANDEX INTL CORP P    
TIDEWATER INC NEW P    
UNITED BANKSHARES IN P    
ABBOTT LABORATORIES P    
ABBOTT LABORATORIES P    
ABBOTT LABORATORIES P    
ACCENTURE PLC A P    
AMGEN INC. P    
AMGEN INC. P    
AMGEN INC P    
AMGEN INC P    
AMERIPRISE FINL P    
AMERIPRISE FINL P    
AMERIPRISE FINL P    
ATMOS ENERGY CORP P    
ATMOS ENERGY CORP P    
ATMOS ENERGY CORP P    
ATMOS ENERGY CORP P    
BROADCOM INC P    
BROADCOM INC P    
BROADCOM INC P    
BROADCOM INC P    
AVERY DENNISON CORP P    
AVERY DENNISON CORP P    
BRUNSWICK CORP P    
BRUNSWICK CORP P    
BRINKS CO P    
BRINKS CO P    
BORG WARNER INC P    
BORG WARNER INC P    
BORG WARNER INC P    
CITIGROUP INC P    
CITIGROUP INC P    
CITIGROUP INC P    
CDW CORP P    
CDW CORP P    
CDW CORP P    
COMCAST CORP A P    
COMCAST CORP A P    
CONCENTRIX P    
CONCENTRIX P    
CONCENTRIX P    
CONCENTRIX P    
COLUMBIA BANKING SYS P    
COLUMBIA BANKING SYS P    
CARTERS INC P    
CARTERS INC P    
CARTERS INC P    
CISCO SYSTEMS INC P    
CISCO SYSTEMS INC P    
CVS HEALTH CORP P    
CVS HEALTH CORP P    
CVS HEALTH CORP P    
CVS HEALTH CORP P    
CHEVRON CORP P    
CHEVRON CORP P    
DELTA AIR LINES INC P    
DELTA AIR LINES INC P    
DELTA AIR LINES INC P    
DUPONT DE NEMOURS IN P    
DUPONT DE NEMOURS IN P    
EASTGROUP PROPERTIES REIT P    
EASTGROUP PROPERTIES REIT P    
EOG RESOURCES INC P    
EOG RESOURCES INC P    
EOG RESOURCES INC P    
ELEMENT SOLUTIONS IN P    
ELEMENT SOLUTIONS IN P    
ELEMENT SOLUTIONS IN P    
EATON CORP PLC P    
EATON CORP PLC P    
EATON CORP PLC P    
FIDELITY NATL INFO P    
FIDELITY NATL INFO P    
FIDELITY NATL INFO P    
FIDELITY NATL INFO P    
FIDELITY NATL INFO P    
FIDELITY NATL INFO P    
FIDELITY NATL INFO P    
F M C CORP P    
F M C CORP P    
FMC CORP P    
GLACIER BANCORP INC P    
GLACIER BANCORP INC P    
GLACIER BANCORP INC P    
GLACIER BANCORP INC P    
GENERAL MILLS INC P    
GENERAL MILLS INC P    
GENERAL MILLS INC P    
GENERAL MILLS INC P    
GENERAL MILLS INC P    
HASBRO INC P    
HASBRO INC P    
HASBRO INC P    
HOME DEPOT INC P    
HOME DEPOT INC P    
HERSHEY CO P    
HERSHEY CO P    
HUMANA INC P    
HUMANA INC P    
HUMANA INC P    
HUMANA INC P    
HUMANA INC P    
IBM CORP P    
IBM CORP P    
IBM CORP P    
IBM CORP P    
IBM CORP P    
IBM CORP P    
INTERPUBLIC GRP COS P    
INTERPUBLIC GRP COS P    
INTERPUBLIC GRP COS P    
INTERPUBLIC GROUP CO P    
JOHNSON CONTROLS INT P    
JOHNSON CONTROLS INT P    
JOHNSON & JOHNSON P    
JOHNSON & JOHNSON P    
LANCASTER COLONY CO P    
LANCASTER COLONY CO P    
LANCASTER COLONY CO P    
LANCASTER COLONY CO P    
MID AMERICA APARTMEN REIT P    
MID AMERICA APARTMEN REIT P    
MICROCHIP TECHNOLOGY P    
MICROCHIP TECHNOLOGY P    
MC GRATH RENTCORP P    
MC GRATH RENTCORP P    
MC GRATH RENTCORP P    
MC GRATH RENTCORP P    
MC GRATH RENTCORP P    
MICROSOFT CORP P    
MICROSOFT CORP P    
MICROSOFT CORP P    
MICROSOFT CORP P    
ONE GAS INC P    
ONE GAS INC P    
ONE GAS INC P    
ORACLE CORP P    
ORACLE CORP P    
ORACLE CORP P    
ORACLE CORP P    
PFIZER INC P    
PFIZER INC P    
PFIZER INC P    
PFIZER INC P    
DOUGLAS DYNAMICS INC P    
DOUGLAS DYNAMICS INC P    
PNC FINL SERVICES P    
PNC FINL SERVICES P    
STIFEL FINL CO P    
STIFEL FINL CO P    
SHELL PLC ADR P    
SHELL PLC ADR P    
SHELL PLC ADR P    
SYNOVUS FINL CO P    
SYNOVUS FINL CO P    
SYNOVUS FINL CO P    
SYNOVUS FINL CO P    
SONOCO PRODUCTS CO P    
SONOCO PRODUCTS CO P    
TARGET CORP P    
TARGET CORP P    
TARGET CORP P    
TEXAS INSTRUMENTS P    
TEXAS INSTRUMENTS P    
TEXAS INSTRUMENTS P    
UNITED BANKSHRS INC P    
UNITED BANKSHRS INC P    
UNITED BANKSHRS INC P    
UNITED BANKSHRS INC P    
UNITED BANKSHRS INC P    
UNITED BANKSHRS INC P    
UNION PACIFIC CORP P    
UNION PACIFIC CORP P    
WASTE CONNECTIONSINC P    
WASTE CONNECTIONSINC P    
WILLIAMS COS INC P    
WILLIAMS COS INC P    
WILLIAMS COS INC P    
WILLIAMS COS INC P    
WILLIAMS COS INC P    
DENTSPLY SIRONA INC P    
DENTSPLY SIRONA INC P    
DENTSPLY SIRONA INC P    
DENTSPLY SIRONA INC P    
ARTISAN INTERNATIONAL VALUE INSTL P    
BROWN CAPITAL MGMT SMALL CO INSTL P    
BROWN CAPITAL MGMT SMALL CO INSTL P    
BROWN CAPITAL MGMT SMALL CO INSTL P    
BROWN CAPITAL MGMT SMALL CO INSTL P    
BROWN CAPITAL MGMT SMALL CO INSTL P    
BROWN CAPITAL MGMT SMALL CO INSTL P    
BROWN CAPITAL MGMT SMALL CO INSTL P    
BROWN CAPITAL MGMT SMALL CO INSTL P    
DF DENT MIDCAP GROWTH INSTITUTIONAL P    
EDGEWOOD GROWTH INSTL P    
EDGEWOOD GROWTH INSTL P    
PARNASSUS CORE EQUITY INSTITUTIONAL P    
PARNASSUS CORE EQUITY INSTITUTIONAL P    
PARNASSUS CORE EQUITY INSTITUTIONAL P    
INVSC S P 500 EQUAL WEIGHT ETF P    
FROM PARTNERSHIP K-1S 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 1,827   1,848 -21
b 24,270   14,259 10,011
c 3,325   1,977 1,348
d 11,304   12,884 -1,580
e 83,723   53,520 30,203
38,195   38,845 -650
43,257   49,798 -6,541
5,079   7,578 -2,499
1,616   2,433 -817
24,023   30,313 -6,290
9,672   9,899 -227
1,985   2,283 -298
20,886   23,587 -2,701
9,468   11,088 -1,620
1,391   1,176 215
10,430   9,435 995
24,338   21,731 2,607
1,973   1,040 933
36,955   21,538 15,417
20,408   12,829 7,579
12,135   13,309 -1,174
47,231   9,942 37,289
34,440   22,881 11,559
1,840   1,938 -98
117,654   119,363 -1,709
8,484   10,393 -1,909
12,386   9,162 3,224
94,641   44,407 50,234
244   180 64
7,432   6,371 1,061
2,240   2,293 -53
31,053   24,151 6,902
11,346   11,883 -537
1,163   1,162 1
1,406   1,328 78
3,195   3,491 -296
26,355   26,567 -212
16,692   18,708 -2,016
3,536   2,204 1,332
16,876   15,328 1,548
27,725   26,850 875
15,108   15,135 -27
11,016   8,172 2,844
78,329   45,827 32,502
54,997   65,774 -10,777
3,676   8,273 -4,597
6,220   6,413 -193
1,617   1,836 -219
65,960   109,543 -43,583
51,531   66,764 -15,233
12,883   15,767 -2,884
7,730   9,834 -2,104
1,673   1,771 -98
386   243 143
7,230   5,216 2,014
2,349   2,381 -32
44,190   33,517 10,673
10,694   11,476 -782
1,671   1,462 209
33,816   26,705 7,111
3,072   3,359 -287
2,338   2,339 -1
1,390   1,445 -55
1,689   1,867 -178
71,548   45,258 26,290
33,137   20,766 12,371
14,201   18,508 -4,307
4,058   4,697 -639
7,168   9,897 -2,729
52,678   48,115 4,563
2,819   3,061 -242
17,594   15,261 2,333
9,597   9,182 415
69,541   47,170 22,371
14,741   10,706 4,035
762   925 -163
7,695   6,219 1,476
90,109   84,601 5,508
20,454   20,232 222
6,634   8,251 -1,617
14,373   15,430 -1,057
1,488   1,631 -143
16,736   13,566 3,170
6,131   5,180 951
10,250   9,414 836
4,186   4,311 -125
3,375   3,479 -104
12,328   8,017 4,311
17,259   18,263 -1,004
19,040   8,579 10,461
9,067   5,087 3,980
24,933   14,699 10,234
2,162   2,189 -27
10,340   10,499 -159
1,478   1,520 -42
8,765   5,561 3,204
8,507   6,819 1,688
1,430   1,629 -199
57,018   34,682 22,336
21,668   12,740 8,928
1,797   1,959 -162
41,803   117,179 -75,376
585   1,393 -808
9,501   12,613 -3,112
8,478   11,360 -2,882
1,238   1,260 -22
114,979   85,564 29,415
15,737   12,346 3,391
7,516   7,247 269
1,233   1,404 -171
1,475   1,537 -62
15,827   12,417 3,410
11,574   8,572 3,002
5,787   4,397 1,390
5,761   2,794 2,967
12,962   6,853 6,109
5,281   2,041 3,240
3,341   2,118 1,223
18,709   11,746 6,963
3,233   8,379 -5,146
4,276   10,745 -6,469
2,816   5,025 -2,209
11,628   32,457 -20,829
7,196   13,958 -6,762
1,564   1,051 513
14,751   13,919 832
3,189   8,995 -5,806
2,193   4,145 -1,952
2,591   6,085 -3,494
12,758   12,028 730
10,047   9,598 449
8,795   9,298 -503
12,565   11,476 1,089
4,505   2,354 2,151
6,194   2,945 3,249
20,272   9,662 10,610
20,307   9,681 10,626
594   289 305
28,344   13,304 15,040
13,148   12,238 910
1,011   774 237
25,284   22,958 2,326
8,747   9,977 -1,230
9,343   10,890 -1,547
7,852   8,262 -410
2,087   2,312 -225
1,039   451 588
4,156   2,374 1,782
19,222   6,792 12,430
8,911   5,844 3,067
19,732   10,525 9,207
10,264   9,574 690
14,681   13,286 1,395
16,585   11,732 4,853
17,247   15,171 2,076
17,483   10,051 7,432
23,968   13,490 10,478
8,944   5,762 3,182
5,963   3,695 2,268
6,446   6,677 -231
1,612   1,086 526
3,495   4,561 -1,066
35,200   47,224 -12,024
7,989   11,255 -3,266
5,492   6,944 -1,452
10,236   11,243 -1,007
3,994   4,908 -914
4,494   5,835 -1,341
7,109   7,742 -633
7,600   7,443 157
20,102   18,971 1,131
29,728   15,806 13,922
42,180   20,864 21,316
26,075   14,162 11,913
12,634   6,346 6,288
33,725   16,287 17,438
34,364   16,612 17,752
9,356   9,368 -12
21,252   12,948 8,304
3,594   3,342 252
3,773   2,927 846
1,976   1,958 18
7,906   7,193 713
7,008   6,261 747
7,120   9,116 -1,996
3,164   4,801 -1,637
7,384   11,205 -3,821
17,668   20,305 -2,637
18,768   23,271 -4,503
4,758   5,937 -1,179
5,287   6,434 -1,147
47,053   48,828 -1,775
11,367   14,326 -2,959
6,080   9,202 -3,122
12,160   11,100 1,060
3,975   2,238 1,737
32,463   17,682 14,781
1,271   1,023 248
14,162   12,711 1,451
12,670   12,921 -251
33,516   15,629 17,887
22,827   11,242 11,585
3,883   2,687 1,196
14,918   11,884 3,034
7,357   5,726 1,631
9,696   7,507 2,189
3,232   2,254 978
26,970   13,368 13,602
6,926   8,051 -1,125
17,700   7,925 9,775
20,442   17,779 2,663
4,986   6,528 -1,542
14,729   12,142 2,587
11,747   12,836 -1,089
3,304   3,611 -307
19,520   16,760 2,760
5,563   4,910 653
14,661   13,694 967
5,787   7,746 -1,959
772   940 -168
7,006   7,889 -883
8,977   11,276 -2,299
8,758   10,582 -1,824
3,491   3,967 -476
6,527   6,963 -436
14,193   23,218 -9,025
2,353   2,520 -167
9,791   10,311 -520
12,144   16,320 -4,176
31,481   21,886 9,595
3,474   3,902 -428
11,506   12,039 -533
30,909   42,639 -11,730
1,476   1,411 65
5,165   4,661 504
2,951   3,681 -730
22,136   30,457 -8,321
4,865   4,422 443
8,982   7,991 991
17,964   15,915 2,049
6,500   7,583 -1,083
17,105   12,881 4,224
15,493   12,108 3,385
20,100   13,804 6,296
12,312   7,247 5,065
8,794   5,362 3,432
3,910   3,978 -68
10,753   5,618 5,135
15,996   10,906 5,090
5,544   6,594 -1,050
4,368   4,842 -474
9,912   6,928 2,984
13,104   12,702 402
13,977   9,628 4,349
21,207   17,719 3,488
18,868   18,199 669
8,006   11,586 -3,580
12,765   12,650 115
17,117   16,215 902
24,782   10,744 14,038
5,670   5,307 363
46,462   24,035 22,427
13,684   8,027 5,657
22,025   12,487 9,538
14,142   8,822 5,320
8,768   5,530 3,238
26,277   8,027 18,250
17,722   5,485 12,237
23,341   6,511 16,830
11,511   9,057 2,454
3,724   2,958 766
3,258   2,486 772
23,506   15,488 8,018
35,093   9,119 25,974
20,272   4,012 16,260
63,040   14,590 48,450
7,779   1,787 5,992
15,868   7,959 7,909
26,841   13,644 13,197
10,285   8,916 1,369
15,919   15,432 487
14,510   12,699 1,811
22,532   19,268 3,264
12,510   12,475 35
3,222   3,514 -292
15,790   16,145 -355
18,826   20,075 -1,249
3,383   3,265 118
27,681   30,623 -2,942
13,949   8,267 5,682
24,570   15,156 9,414
23,110   16,533 6,577
10,531   14,074 -3,543
17,689   23,798 -6,109
3,575   8,188 -4,613
11,747   32,223 -20,476
7,931   20,282 -12,351
3,600   10,695 -7,095
11,165   13,437 -2,272
18,606   22,245 -3,639
10,869   11,766 -897
17,749   20,323 -2,574
20,960   23,175 -2,215
14,657   10,735 3,922
25,243   18,232 7,011
8,179   10,636 -2,457
5,077   5,241 -164
11,930   11,938 -8
11,639   11,470 169
13,411   9,324 4,087
23,425   16,455 6,970
17,245   15,809 1,436
26,110   24,360 1,750
1,209   1,180 29
13,353   11,977 1,376
22,774   20,687 2,087
8,873   3,937 4,936
15,204   6,442 8,762
13,642   10,437 3,205
4,352   2,952 1,400
19,895   15,181 4,714
8,339   6,837 1,502
8,218   7,686 532
31,530   23,286 8,244
39,412   7,439 31,973
60,918   12,614 48,304
9,215   2,135 7,080
2,840   5,176 -2,336
15,584   29,149 -13,565
11,463   17,739 -6,276
4,955   9,372 -4,417
1,701   2,506 -805
6,286   10,107 -3,821
5,547   9,611 -4,064
4,916   6,398 -1,482
8,288   11,597 -3,309
9,197   13,197 -4,000
17,148   24,354 -7,206
17,214   25,424 -8,210
544   761 -217
10,147   10,184 -37
686   477 209
13,030   13,096 -66
321   239 82
17,331   12,329 5,002
5,135   3,633 1,502
33,660   47,387 -13,727
3,218   4,749 -1,531
1,733   2,404 -671
14,652   6,615 8,037
23,930   10,290 13,640
18,965   17,840 1,125
28,390   29,108 -718
10,601   17,228 -6,627
3,742   5,487 -1,745
10,479   13,716 -3,237
16,190   20,575 -4,385
13,331   24,690 -11,359
20,498   16,824 3,674
10,330   7,220 3,110
12,913   10,515 2,398
12,052   8,953 3,099
4,311   2,535 1,776
2,812   1,805 1,007
15,674   13,378 2,296
10,997   9,181 1,816
16,547   14,952 1,595
20,296   17,051 3,245
20,157   18,364 1,793
30,922   31,052 -130
17,039   14,392 2,647
27,076   23,152 3,924
9,092   6,447 2,645
5,752   4,055 1,697
2,615   1,831 784
22,599   15,700 6,899
13,985   10,539 3,446
24,489   17,565 6,924
28,529   22,033 6,496
42,604   37,108 5,496
28,635   7,434 21,201
39,807   14,459 25,348
13,483   6,126 7,357
15,380   4,667 10,713
24,365   7,667 16,698
27,787   17,858 9,929
19,979   12,089 7,890
27,698   3,963 23,735
6,595   975 5,620
2,409   3,516 -1,107
7,527   7,724 -197
16,953   24,173 -7,220
23,140   14,480 8,660
12,619   6,859 5,760
32,951   15,243 17,708
6,122   2,854 3,268
8,194   9,191 -997
13,215   15,479 -2,264
5,863   6,611 -748
9,724   10,582 -858
8,099   9,922 -1,823
12,401   16,743 -4,342
11,491   10,017 1,474
18,976   16,694 2,282
16,711   12,120 4,591
28,625   20,988 7,637
25,556   20,459 5,097
2,856   2,273 583
40,703   30,716 9,987
2,142   2,517 -375
11,295   10,571 724
5,842   4,949 893
31,348   27,386 3,962
14,586   12,722 1,864
21,534   21,999 -465
5,217   2,641 2,576
8,550   8,768 -218
24,203   12,104 12,099
21,634   10,346 11,288
16,901   6,765 10,136
27,943   11,540 16,403
6,508   7,586 -1,078
9,111   10,494 -1,383
2,689   2,042 647
9,648   10,585 -937
10,123   11,219 -1,096
2,847   3,373 -526
13,975   6,406 7,569
22,469   10,677 11,792
18,945   17,463 1,482
33,181   28,852 4,329
9,391   6,078 3,313
10,191   5,973 4,218
5,292   3,233 2,059
4,445   1,896 2,549
25,400   13,278 12,122
7,960   8,995 -1,035
824   1,222 -398
13,446   21,800 -8,354
15,388   25,060 -9,672
399,976   283,898 116,078
499,976   435,348 64,628
775,295   652,041 123,254
558,077   700,025 -141,948
254,144   475,025 -220,881
209,912   400,000 -190,088
248,482   400,024 -151,542
226,492   250,024 -23,532
198,257   200,000 -1,743
249,976   215,520 34,456
1,007,241   809,385 197,856
492,735   588,332 -95,597
381,364   280,275 101,089
18,612   13,836 4,776
499,976   340,076 159,900
1,322,447   1,199,817 122,630
981,766     981,766
404,499     404,499
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       -21
b       10,011
c       1,348
d       -1,580
e       30,203
      -650
      -6,541
      -2,499
      -817
      -6,290
      -227
      -298
      -2,701
      -1,620
      215
      995
      2,607
      933
      15,417
      7,579
      -1,174
      37,289
      11,559
      -98
      -1,709
      -1,909
      3,224
      50,234
      64
      1,061
      -53
      6,902
      -537
      1
      78
      -296
      -212
      -2,016
      1,332
      1,548
      875
      -27
      2,844
      32,502
      -10,777
      -4,597
      -193
      -219
      -43,583
      -15,233
      -2,884
      -2,104
      -98
      143
      2,014
      -32
      10,673
      -782
      209
      7,111
      -287
      -1
      -55
      -178
      26,290
      12,371
      -4,307
      -639
      -2,729
      4,563
      -242
      2,333
      415
      22,371
      4,035
      -163
      1,476
      5,508
      222
      -1,617
      -1,057
      -143
      3,170
      951
      836
      -125
      -104
      4,311
      -1,004
      10,461
      3,980
      10,234
      -27
      -159
      -42
      3,204
      1,688
      -199
      22,336
      8,928
      -162
      -75,376
      -808
      -3,112
      -2,882
      -22
      29,415
      3,391
      269
      -171
      -62
      3,410
      3,002
      1,390
      2,967
      6,109
      3,240
      1,223
      6,963
      -5,146
      -6,469
      -2,209
      -20,829
      -6,762
      513
      832
      -5,806
      -1,952
      -3,494
      730
      449
      -503
      1,089
      2,151
      3,249
      10,610
      10,626
      305
      15,040
      910
      237
      2,326
      -1,230
      -1,547
      -410
      -225
      588
      1,782
      12,430
      3,067
      9,207
      690
      1,395
      4,853
      2,076
      7,432
      10,478
      3,182
      2,268
      -231
      526
      -1,066
      -12,024
      -3,266
      -1,452
      -1,007
      -914
      -1,341
      -633
      157
      1,131
      13,922
      21,316
      11,913
      6,288
      17,438
      17,752
      -12
      8,304
      252
      846
      18
      713
      747
      -1,996
      -1,637
      -3,821
      -2,637
      -4,503
      -1,179
      -1,147
      -1,775
      -2,959
      -3,122
      1,060
      1,737
      14,781
      248
      1,451
      -251
      17,887
      11,585
      1,196
      3,034
      1,631
      2,189
      978
      13,602
      -1,125
      9,775
      2,663
      -1,542
      2,587
      -1,089
      -307
      2,760
      653
      967
      -1,959
      -168
      -883
      -2,299
      -1,824
      -476
      -436
      -9,025
      -167
      -520
      -4,176
      9,595
      -428
      -533
      -11,730
      65
      504
      -730
      -8,321
      443
      991
      2,049
      -1,083
      4,224
      3,385
      6,296
      5,065
      3,432
      -68
      5,135
      5,090
      -1,050
      -474
      2,984
      402
      4,349
      3,488
      669
      -3,580
      115
      902
      14,038
      363
      22,427
      5,657
      9,538
      5,320
      3,238
      18,250
      12,237
      16,830
      2,454
      766
      772
      8,018
      25,974
      16,260
      48,450
      5,992
      7,909
      13,197
      1,369
      487
      1,811
      3,264
      35
      -292
      -355
      -1,249
      118
      -2,942
      5,682
      9,414
      6,577
      -3,543
      -6,109
      -4,613
      -20,476
      -12,351
      -7,095
      -2,272
      -3,639
      -897
      -2,574
      -2,215
      3,922
      7,011
      -2,457
      -164
      -8
      169
      4,087
      6,970
      1,436
      1,750
      29
      1,376
      2,087
      4,936
      8,762
      3,205
      1,400
      4,714
      1,502
      532
      8,244
      31,973
      48,304
      7,080
      -2,336
      -13,565
      -6,276
      -4,417
      -805
      -3,821
      -4,064
      -1,482
      -3,309
      -4,000
      -7,206
      -8,210
      -217
      -37
      209
      -66
      82
      5,002
      1,502
      -13,727
      -1,531
      -671
      8,037
      13,640
      1,125
      -718
      -6,627
      -1,745
      -3,237
      -4,385
      -11,359
      3,674
      3,110
      2,398
      3,099
      1,776
      1,007
      2,296
      1,816
      1,595
      3,245
      1,793
      -130
      2,647
      3,924
      2,645
      1,697
      784
      6,899
      3,446
      6,924
      6,496
      5,496
      21,201
      25,348
      7,357
      10,713
      16,698
      9,929
      7,890
      23,735
      5,620
      -1,107
      -197
      -7,220
      8,660
      5,760
      17,708
      3,268
      -997
      -2,264
      -748
      -858
      -1,823
      -4,342
      1,474
      2,282
      4,591
      7,637
      5,097
      583
      9,987
      -375
      724
      893
      3,962
      1,864
      -465
      2,576
      -218
      12,099
      11,288
      10,136
      16,403
      -1,078
      -1,383
      647
      -937
      -1,096
      -526
      7,569
      11,792
      1,482
      4,329
      3,313
      4,218
      2,059
      2,549
      12,122
      -1,035
      -398
      -8,354
      -9,672
      116,078
      64,628
      123,254
      -141,948
      -220,881
      -190,088
      -151,542
      -23,532
      -1,743
      34,456
      197,856
      -95,597
      101,089
      4,776
      159,900
      122,630
      981,766
      404,499
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 2,526,019
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 2,121,520
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 46,227
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 46,227
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 46,227
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 80,000
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 80,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 33,773
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow33,773 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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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 arrowJOSE MENDOZA Telephone no.right arrow (804) 648-1611

Located atright arrow5002 MONUMENT AVENUERICHMONDVA ZIP+4right arrow23230
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
WILLIAM E MASSEY JR PRESIDENT/DIRECTOR
1.00 		0 0 0
5002 MONUMENT AVENUE
RICHMOND,VA23230
A TRAVIS MASSEY SECRETARY/DIRECTOR
1.00 		0 0 0
5002 MONUMENT AVENUE
RICHMOND,VA23230
CRAIG L MASSEY TREASURER/DIRECTOR
1.00 		0 0 0
5002 MONUMENT AVENUE
RICHMOND,VA23230
WILLIAM BLAIR MASSEY JR VICE PRESIDENT/DIRECTOR
1.00 		0 0 0
5002 MONUMENT AVENUE
RICHMOND,VA23230
REBECCA MASSEY DIRECTOR
1.00 		0 0 0
5002 MONUMENT AVENUE
RICHMOND,VA23230
GENERAL JAMES HENRY BINFORD PEAY II DIRECTOR
1.00 		0 0 0
5002 MONUMENT AVENUE
RICHMOND,VA23230
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
SILVERCREST ASSET MANAGEMENT GROUP LLC INVESTMENT ADVISORY 186,521
9030 STONY POINT PARKWAY SUITE 570
RICHMOND,VA23235
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
94,025,341
b
Average of monthly cash balances.......................
1b
1,859,608
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
95,884,949
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
95,884,949
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,438,274
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
94,446,675
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
4,722,334
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
4,722,334
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
46,227
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
45,627
c
Add lines 2a and 2b............................
2c
91,854
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
4,630,480
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
4,630,480
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
4,630,480
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
4,045,000
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
4,045,000
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 4,630,480
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 4,013,393
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......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 4,045,000
a Applied to 2022, but not more than line 2a 4,013,393
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..... 31,607
e Remaining amount distributed out of corpus 0
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 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 .......... 		4,598,873
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 e-mail address of the person to whom applications should be addressed:
WILLIAM E MASSEY JR
5002 MONUMENT AVENUE
RICHMOND,VA23230
(804) 648-1611
bThe form in which applications should be submitted and information and materials they should include:
LETTER STATING REASON FOR REQUEST
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
MUST BE A QUALIFYING CHARITABLE ORGANIZATION
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

ACTIVE SOUTHERN WEST VIRGINIA

116 N HEBER STREET
BECKLEY,WV25801 		NONE PC UNRESTRICTED 350,000

AMERICAN RED CROSS - VIRGINIA CAPITAL CHAPTER

2825 EMERYWOOD PKWY
RICHMOND,VA23294 		NONE PC UNRESTRICTED 70,000

BECKLEY AREA FOUNDATION

129 MAIN STREET
BECKLEY,WV25801 		NONE PC UNRESTRICTED 25,000

BEREA COLLEGE

101 CHESTNUT STREET
BEREA,KY40404 		NONE PC UNRESTRICTED 22,000

BLUE RIDGE SCHOOL

273 MAYO DRIVE
DYKE,VA22935 		NONE PC UNRESTRICTED 25,000

BLUEFIELD COLLEGE

3000 COLLEGE AVENUE
BLUEFIELD,VA24605 		NONE PC UNRESTRICTED 22,000

BLUEFIELD STATE FOUNDATION

219 ROCK STREET
BLUEFIELD,VA24605 		NONE PC UNRESTRICTED 40,000

BOY SCOUTS OF AMERICA - HEART OF VIRGINIA COUNCIL

4015 FITZHUGH AVE
RICHMOND,VA23230 		NONE PC UNRESTRICTED 50,000

BOYS AND GIRLS CLUBS OF METRO RICHMOND

5511 STAPLES MILL ROAD
RICHMOND,VA23228 		NONE PC UNRESTRICTED 22,000

CANCERLINC

200 SOUTH 3RD ST
RICHMOND,VA23219 		NONE PC UNRESTRICTED 22,000

CHILD SAVERS

200 N 22ND STREET
RICHMOND,VA23223 		NONE PC UNRESTRICTED 100,000

CHILDREN'S HOSPITAL FOUNDATION

PO BOX 980693
RICHMOND,VA232980693 		NONE PC UNRESTRICTED 25,000

COLLEGIATE SCHOOL

103 N MOORELAND ROAD
HENRICO,VA23229 		NONE PC UNRESTRICTED 25,000

COMMUNITIES IN SCHOOLS OF RICHMOND

PO BOX 17830
RICHMOND,VA23226 		NONE PC UNRESTRICTED 35,000

CRISTO REY HIGH SCHOOL

304 N SHEPPARD ST
RICHMOND,VA23221 		NONE PC UNRESTRICTED 22,000

CROSS OVER MINISTRY

8600 QUIOCCASIN ROAD SUITE 101
RICHMOND,VA23229 		NONE PC UNRESTRICTED 50,000

ELIJAH HOUSE ACADEMY

6627-B JAHNKE ROAD
RICHMOND,VA23225 		NONE PC UNRESTRICTED 40,000

ELK HILL FARM INC

PO BOX 99
GOOCHLAND,VA23063 		NONE PC UNRESTRICTED 25,000

FEEDMORE

1415 RHOADMILLER STREET
RICHMOND,VA23220 		NONE PC UNRESTRICTED 50,000

GOOCHLAND CARES

2999 RIVER ROAD WEST
GOOCHLAND,VA23063 		NONE PC UNRESTRICTED 22,000

HAMPTON UNIVERSITY

100 CEMETERY ROAD
HAMPTON,VA23668 		NONE PC UNRESTRICTED 50,000

LEWIS GINTER BOTANICAL GARDEN

1800 LAKESIDE AVENUE
HENRICO,VA23228 		NONE PC UNRESTRICTED 100,000

MASSEY CANCER CENTER

1000 CLAY ST
RICHMOND,VA23298 		NONE PC UNRESTRICTED 1,000,000

MAYMONT FOUNDATION

1700 HAMPTON STREET
RICHMOND,VA23220 		NONE PC UNRESTRICTED 50,000

MCV FOUNDATION

PO BOX 843042
RICHMOND,VA23284 		NONE PC MASSEY CANCER CENTER 25,000

NATIONAL COAL HERITAGE AREA AUTHORITY

PO BOX 15
OAK HILL,WV25901 		NONE PC UNRESTRICTED 22,000

NEEDLE'S EYE MINISTRIES INC

104 BERRINGTON COURT
RICHMOND,VA23221 		NONE PC UNRESTRICTED 30,000

NEW COMMUNITY SCHOOL

4211 HERMITAGE ROAD
RICHMOND,VA23227 		NONE PC UNRESTRICTED 160,000

NEW LIFE FOR YOUTH

PO BOX 13526
RICHMOND,VA23225 		NONE PC UNRESTRICTED 30,000

PATRICK COUNTY EDUCATIONAL FOUNDATION

645 PATRIOT AVENUE
MARTINSVILLE,VA24112 		NONE PC UNRESTRICTED 25,000

PETER PAUL DEVELOPMENT CENTER

1708 N 22ND ST
RICHMOND,VA23223 		NONE PC UNRESTRICTED 40,000

REYNOLDS COMMUNITY COLLEGE EDUCATIONAL FOUNDATION

PO BOX 26924
RICHMOND,VA232616924 		NONE PC UNRESTRICTED 22,000

RICHMOND BALLET

407 EAST CANAL STREET
RICHMOND,VA23219 		NONE PC UNRESTRICTED 35,000

RICHMOND FISHER HOUSE FOUNDATION - MCGUIRE VETERANS HOSPITAL

5012 MONUMENT AVE SUITE 300
RICHMOND,VA23230 		NONE PC UNRESTRICTED 25,000

RICHMOND MONTESSORI SCHOOL

499 N PARHAM ROAD
HENRICO,VA23229 		NONE PC UNRESTRICTED 22,000

RICHMOND MOUNTED POLICE

200 WEST GRACE STREET
RICHMOND,VA23220 		NONE PC UNRESTRICTED 20,000

RICHMOND SPORTS BACKERS

100 AVENUE OF CHAMPIONS
RICHMOND,VA23230 		NONE PC UNRESTRICTED 30,000

RICHMOND SYMPHONY

612 EAST GRACE STREET
RICHMOND,VA23219 		NONE PC UNRESTRICTED 22,000

RIVERSIDE SCHOOL

2110 MCRAE ROAD
RICHMOND,VA23235 		NONE PC UNRESTRICTED 22,000

SCIENCE MUSEUM OF VIRGINIA FOUNDATION

2500 W BROAD STREET
RICHMOND,VA23220 		NONE PC UNRESTRICTED 35,000

SEMPER FI FUND - WOUNDED WARRIERS

715 BROADWAY STREET
QUANTICO,VA22134 		NONE PC UNRESTRICTED 22,000

SHALOM FARMS

1010 W LABURNUM AVENUE
RICHMOND,VA23227 		NONE PC UNRESTRICTED 22,000

ST ANDREWS SCHOOL

227 S CHERRY STREET
RICHMOND,VA23220 		NONE PC UNRESTRICTED 25,000

ST CATHERINE'S FOUNDATION

6001 GROVE AVENUE
RICHMOND,VA23226 		NONE PC UNRESTRICTED 25,000

ST CHRISTOPHER'S FOUNDATION

711 ST CHRISTOPHERS ROAD
RICHMOND,VA23226 		NONE PC UNRESTRICTED 25,000

STARTUP VIRGINIA

1717 E CARY STREET
RICHMOND,VA23223 		NONE PC UNRESTRICTED 22,000

THE DOORWAYS

612 E MARSHALL STREET
RICHMOND,VA23219 		NONE PC UNRESTRICTED 25,000

THE HEALING PLACE

PO BOX 25790
RICHMOND,VA232605790 		NONE PC UNRESTRICTED 50,000

THE MARSHALL UNIVERSITY FOUNDATION INC - HELP PROGRAM

520 18TH STREET MYERS HALL
HUNTINGTON,WV257552195 		NONE PC UNRESTRICTED 50,000

THE VIRGINIA HOME

1101 HAMPTON STREET
RICHMOND,VA23220 		NONE PC UNRESTRICTED 25,000

UNITED WAY OF SOUTHERN WEST VIRGINIA

110 CROFT STREET
BECKLEY,WV25801 		NONE PC UNRESTRICTED 25,000

UNIVERSITY OF PIKEVILLE

147 SYCAMORE STREET
PIKEVILLE,KY41501 		NONE PC UNRESTRICTED 25,000

UNIVERSITY OF RICHMOND

28 WESTHAMPTON WAY
RICHMOND,VA23173 		NONE PC UNRESTRICTED 50,000

UNIVERSITY OF THE CUMBERLANDS

6191 COLLEGE STATION DRIVE
WILLIAMSBURG,KY40769 		NONE PC UNRESTRICTED 22,000

UNIVERSITY OF VIRGINIA AT WISE

1 COLLEGE AVENUE
WISE,VA24293 		NONE PC UNRESTRICTED 22,000

UVA DARDEN SCHOOL FOUNDATION

PO BOX 7726
CHARLOTTESVILLE,VA22906 		NONE PC UNRESTRICTED 25,000

UVA ENGINEERING FOUNDATION

PO BOX 400256
CHARLOTTESVILLE,VA22904 		NONE PC UNRESTRICTED 100,000

UVA MCINTIRE SCHOOL OF COMMERCE

PO BOX 400807
CHARLOTTESVILLE,VA22904 		NONE PC UNRESTRICTED 75,000

VALENTINE RICHMOND HISTORY CENTER

1015 EAST CLAY STREET
RICHMOND,VA23219 		NONE PC UNRESTRICTED 22,000

VCU ENGINEERING SCHOOL FOUNDATION

PO BOX 843068
RICHMOND,VA23284 		NONE PC UNRESTRICTED 50,000

VIRGINIA COLLEGE FUND

4900 AUGUSTA AVENUE
RICHMOND,VA23230 		NONE PC UNRESTRICTED 22,000

VIRGINIA FOUNDATION FOR INDEPENDENT COLLEGES

901 EAST BYRD STREET
RICHMOND,VA23219 		NONE PC UNRESTRICTED 40,000

VIRGINIA HOME FOR BOYS & GIRLS

8716 W BROAD STREET
HENRICO,VA23294 		NONE PC UNRESTRICTED 25,000

VIRGINIA INSTITUTE FOR MARINE SCIENCE

PO BOX 1346
GLOUCESTER POINT,VA23062 		NONE PC UNRESTRICTED 100,000

VIRGINIA MILITARY INSTITUTE

PO BOX 932
LEXINGTON,VA24450 		NONE PC UNRESTRICTED 50,000

VIRGINIA MUSEUM OF FINE ARTS

200 N BOULEVARD
RICHMOND,VA23220 		NONE PC UNRESTRICTED 50,000

VIRGINIA MUSEUM OF HISTORY AND CULTURE

428 NORTH BOULEVARD
RICHMOND,VA23220 		NONE PC UNRESTRICTED 22,000

VIRGINIA TECH FOUNDATION INC

620 DRILLFIELD DRIVE
BLACKSBURG,VA24061 		NONE PC UNRESTRICTED 50,000

VIRGINIA UNION UNIVERSITY

1500 N LOMBARDY STREET
RICHMOND,VA23220 		NONE PC UNRESTRICTED 25,000

VIRGINIA WAR MEMORIAL

621 S BELVIDERE STREET
RICHMOND,VA23220 		NONE PC UNRESTRICTED 22,000

WEST VIRGINIA UNIVERSITY FOUNDATION

PO BOX 1650
MORGANTOWN,WV265071650 		NONE PC UNRESTRICTED 50,000

YMCA OF RICHMOND

2 WEST FRANKLIN STREET
RICHMOND,VA23220 		NONE PC UNRESTRICTED 25,000

YMCA OF SOUTHERN WEST VIRGINIA

121 E MAIN STREET
BECKLEY,WV25801 		NONE PC UNRESTRICTED 25,000

YWCA OF RICHMOND

6 N 5TH ST
RICHMOND,VA23219 		NONE PC UNRESTRICTED 25,000
Total .................................right arrow 3a 4,045,000
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 780,375  
4 Dividends and interest from securities ....     14 493,343  
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 .....     14 791,434  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 2,526,019  
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 4,591,171 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
4,591,171
(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:
MASSEY FAMILY FOUNDATION
EIN:
54-6049049
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 24,510 24,510 0 0

TY 2023 InvestmentsOtherSchedule2
Name:
MASSEY FAMILY FOUNDATION
EIN:
54-6049049
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
66,065 SHS ARISAIG ASIA CONSUMER FUND LTD AT COST 4,107,658 0
ACCOLADE PARTNERS GROWTH I LP AT COST 1,411,834 2,726,656
ACCOLADE PARTNERS V LP AT COST 1,858,108 3,807,966
ADDUS HOMECARE CORP AT COST 89,324 115,961
AMERBROOK OFFSHORE AT COST 165,833 872,296
ARCOSA INC AT COST 61,019 123,850
ARTISAN INTL VALUE FUND AT COST 5,070,338 6,262,866
ASBURY AUTOMOTIVE AT COST 60,193 91,200
AVIENT CORP AT COST 106,661 123,769
AXIOM ASIA PRIVATE CAPITAL FUND II, LP AT COST 2,771,020 1,586,379
BELDEN AT COST 61,416 129,622
BIOINNOVATION AT COST 1,206,391 2,264,302
BRINKS AT COST 74,315 120,888
CADENCE BANK AT COST 131,985 204,126
CASELLA WASTE SYSTEMS AT COST 42,863 122,267
COOPER CREEK PARTNERS LLC AT COST 3,321,463 4,284,466
CROSS CREEK PARTNERS VI AT COST 780,676 1,161,044
CROSS LAKE REAL ESTATE III AT COST 1,211,928 1,750,716
DAVIS INVESTMENT VENTURES FUND V-B AT COST 75,334 285,725
DF DENT MIDCAP GROWTH AT COST 1,784,480 2,408,717
EDGEWOOD GROWTH FUND AT COST 2,171,717 2,144,944
ELEMENT SOLUTIONS AT COST 102,687 125,188
ESCO TECHNOLOGIES AT COST 68,009 151,972
FEDERAL SIGNAL CORP AT COST 62,877 112,022
FORMFACTOR INC AT COST 66,430 68,302
FULLER H B CO AT COST 58,224 99,649
GILBRALTAR INDUSTRIES AT COST 64,102 96,345
GLACIER BANCORP AT COST 136,112 186,695
GOLDEN TREE AT COST 2,000,000 4,075,799
HRE RETAIL FUND II, LP AT COST 103,150 1,303,889
HRE RETAIL FUND III AT COST 1,885,707 2,956,868
I C U MEDICAL INC AT COST 68,874 100,835
ICF INTERNATIONAL AT COST 52,680 95,198
INSTALLED BUILDNG PRDSB AT COST 72,394 145,479
INTEGER HOLDINGS CORP AT COST 86,683 176,327
INVESTMENTS SCHWAB #0082 AT COST 4,899,141 6,364,670
INVESTMENTS SCHWAB #2379 AT COST 1,149,901 1,842,322
LANCASTER COLONY CO AT COST 52,052 70,805
LANTHEUS HOLDINGS INC AT COST 79,611 100,161
LA-Z-BOY INC AT COST 73,857 132,641
LEGACY VENTURE AT COST 202,959 557,125
LOCUST POINT AT COST 2,278,982 2,113,789
MAGNOLIA OIL & GAS AT COST 40,176 131,349
MATADOR RESOURCES CO AT COST 36,442 130,822
MATERION CORP AT COST 55,072 73,419
MGE ENERGY INC AT COST 37,892 66,218
MILLENIUM INTERNATIONAL LTD AT COST 3,000,000 7,199,566
MISSION BIOCAPITAL V AT COST 526,508 889,309
ONE GAS INC AT COST 64,187 72,902
OXFORD INDUSTRIES INC AT COST 73,313 103,547
PARNASSUS CORE EQUITY FUND AT COST 4,306,187 4,910,484
PAULSON REAL ESTATE (OFFSHORE) II, LP AT COST 2,551,024 1,359,124
PAULSON REAL ESTATE RECOVERY FUND AT COST 1,912,470 627,441
PLEXUS CORP AT COST 104,668 171,798
PLYMOUTH INDUSTRIAL AT COST 70,145 58,750
POTLATCH CORP AT COST 126,152 115,239
RAC OPPORTUNITY FUND II AT COST 582,418 507,828
RCAF VI AIV II AT COST 121,176 0
RIVERSIDE ACCELERATION CAPITAL FUND II AT COST 930,689 1,194,349
RIVERSIDE CAPITAL APPRECIATION FUND VI LP AT COST 403,285 670,552
RIVERSIDE MICRO CAP FUND VI LP AT COST 215,736 1,543,019
RIVERSIDE MICRO CAP IV AIV AT COST 166,508 0
RIVERSIDE MICRO CAP V AIV AT COST 573,152 0
RIVERSIDE MICRO CAP V FUND AT COST 535,110 1,939,147
RIVERSIDE MICRO-CAP FUND III, LP AT COST 1,569,925 2,165,931
RIVERSIDE MICRO-CAP FUND IV, LP AT COST 556,676 2,875,149
SELECTIVE INS GROUP AT COST 34,287 70,748
SIMPLY GOOD FOODS AT COST 41,527 74,885
SOUTHSTATE CORP AT COST 78,236 104,602
STIFEL FINANCIAL AT COST 47,808 83,376
TUCKAHOE HOLDINGS AT COST 1,994,618 2,560,800
VANGUARD GROWTH ETF AT COST 2,497,033 4,222,631
WHITMAN PETERSON IV AT COST 1,122,600 1,896,037
RCAF VI AIV I LP AT COST 432,275 0
JMI EQUITY AT COST 341,746 840,927
CHAMPION HOMES AT COST 45,182 77,798
CVB FINL CORP AT COST 117,672 150,591
LAKELAND FINL CORP AT COST 77,901 84,112
OLD NATL BANCORP AT COST 117,087 162,815
STANDEX INTL CORP AT COST 83,891 100,619
TIDEWATER INC AT COST 51,904 28,963
UNITED BANKSHARES INC AT COST 75,250 82,849
CENTERSPACE AT COST 80,255 81,925
US TREASURY AT COST 507,445 520,346
COLUMBIA DIVIDEND INCOME AT COST 3,000,000 3,213,170
HOOD RIVER SMALL CAP AT COST 2,517,888 2,913,523

TY 2023 OtherExpensesSchedule
Name:
MASSEY FAMILY FOUNDATION
EIN:
54-6049049
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOLADE PARTNERS GROWTH 1 LP K-1 - OTHER DEDUCTIONS 45,809 40,458 0 0
ACCOLADE PARTNERS V LP K-1 - OTHER DEDUCTIONS 56,856 55,296 0 0
ASIA AXIOM PRIVATE CAPITAL FUND II K-1 - OTHER DEDUCTIONS 47,967 47,967 0 0
BIOINNOVATION CAPITAL K-1 - OTHER DEDUCTIONS 29,550 29,550 0 0
COOPER CREEK PARTNERS - OTHER DEDUCTIONS 180,337 180,337 0 0
CROSS CREEK PARTNERS - OTHER DEDUCTIONS 49,401 49,399 0 0
CROSS LAKE REAL ESTATE FUND III - OTHER DEDUCTIONS 177 177 0 0
INSURANCE 1,099 1,099 0 0
JMI EQUITY FUND - OTHER DEDUCTIONS 48,027 48,027 0 0
LEGACY VENTURE XI - OTHER DEDUCTIONS 30,827 30,827 0 0
MISCELLANEOUS 1,182 1,182 0 0
MISSION BIOCAPITAL V - OTHER DEDUCTIONS 53,801 53,801 0 0
PAULSON REAL ESTATE (OFFSHORE) K-1 - OTHER DEDUCTIONS 8,462 8,462 0 0
PAULSON REAL ESTATE RECOVERY K-1 - OTHER DEDUCTIONS 9,195 9,195 0 0
RAC OPPORTUNITY FUND - OTHER DEDUCTIONS 39,093 32,142 0 0
RIVERSIDE CAPITAL APPRECIATION FUND VI - OTHER DEDUCTIONS 13,933 13,933 0 0
RIVERSIDE MICRO CAP FUND V 4,636 4,636 0 0
RIVERSIDE MICRO-CAP FUND III LP K-1 - OTHER DEDUCTIONS 53,643 53,643 0 0
RIVERSIDE MICRO-CAP FUND IV AIV-I K-1 - OTHER DEDUCTIONS 15,004 11,641 0 0
RIVERSIDE MICRO-CAP FUND IV K-1 - OTHER DEDUCTIONS 6,701 6,647 0 0
RIVERSIDE MICRO-CAP FUND VI LP K-1 - OTHER DEDUCTIONS 12,676 12,676 0 0
RIVERSIDE MICRO-CAP FUND V-AIV I LP - OTHER DEDUCTIONS 4,481 1,569 0 0
RIVERSIDE MICRO-CAP FUND VI AIV I LP - OTHER DEDUCTIONS 14,061 2,270 0 0
WHITEMAN PETERSON PARTNERS - OTHER DEDUCTIONS 17,934 17,287 0 0
DAVIS INVESTMENT VENTURES FUND V-B - OTHER DEDUCTIONS 557 0 0 0
TUCKAHOE HOLDINGS - OTHER DEDUCTIONS 6,234 6,234 0 0


TY 2023 OtherIncomeSchedule2
Name:
MASSEY FAMILY FOUNDATION
EIN:
54-6049049
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
ACCOLADE PARTNERS GROWTH 1-A -9,348 -669 0
ACCOLADE PARTNERS K-1 - INCOME 46,275 41,573 0
ARISAIG ASIA CONSUMER FUND 0 0 0
AXIOM ASIA PRIVATE CAPITAL 7,360 7,360 0
BIOINNOVATION CAPITAL I 94,745 94,745 0
COOPER CREEK PARTNERS -1,036 -1,036 0
CROSS CREEK PARTNERS VI -1,240 -92 0
CROSS LAKE REAL ESTATE FUND III -7,068 -88,727 0
DAVIS INVESTMENT VENTURES FUND -37,997 0 0
HRE FUND III, LP 96,635 34,092 0
HRE RETAIL FUND II K-1 - INCOME 227,773 22,012 0
LEGACY VENTURE XI 2 2 0
LOCUST POINT CAPITAL 187,701 187,638 0
REFUND 90,237 0 0
RIVERSIDE ACCELERATION CAPITAL FUND II 50,091 47,756 0
RIVERSIDE CAPITAL APPRECIATION FUND VI 1,504 1,504 0
RIVERSIDE MICROCAP FUND III 6,818 6,818 0
RIVERSIDE MICROCAP FUND VI AIV I -88,547 0 0
RMCF V AIV FUND I -67,648 0 0
WHITMAN PETERSON PARTNERS IV -32,258 -10,213 0
RIVERSIDE MICROCAP FUND IV AIV I -29,261 0 0
RIVERSIDE MICROCAP FUND IV 254,659 254,659 0
RAC OPPORTUNITY FUND 0 -351 0
MISSION BIOCAPITAL V 997 997 0
TUCKAHOE HOLDINGS 1,040 1,040 0


TY 2023 OtherIncreasesSchedule
Name:
MASSEY FAMILY FOUNDATION
EIN:
54-6049049
Description Amount
ADJUST FOR PARTNERSHIP INVESTMENT ACTIVITY 4,348,015


TY 2023 OtherProfessionalFeesSchedule
Name:
MASSEY FAMILY FOUNDATION
EIN:
54-6049049
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
SILVERCREST ASSET MANAGEMENT GROUP - INVESTMENT ADVISORY FEES 186,521 186,521 0 0
OTHER INVESTMENT FEES - CHARLES SCHWAB 51,407 51,407 0 0
OTHER INVESTMENT FEES - TRUIST 50,000 50,000 0 0


TY 2023 TaxesSchedule
Name:
MASSEY FAMILY FOUNDATION
EIN:
54-6049049
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAXES 793,928 0 0 0
FOREIGN TAXES - CHARLES SCHWAB 8,099 8,099 0 0
FOREIGN TAXES - K-1S 11,148 11,148 0 0