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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
THE BANK OF CLARKE COUNTY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)2 E MAIN ST
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BERRYVILLE, VA22611
A Employer identification number

86-3570714
B Telephone number (see instructions)

(800) 650-8723
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$10,680
J 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) 315,304
2 Check right arrow.............
3 Interest on savings and temporary cash investments 314 314  
4 Dividends and interest from securities...      
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 315,618 314  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 2,350 0   2,350
c Other professional fees (attach schedule).... 51,632 0   51,632
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications.......... 554 0   554
23 Other expenses (attach schedule)....... 21,934 0   21,934
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 76,470 0   76,470
25 Contributions, gifts, grants paid....... 230,729 230,729
26 Total expenses and disbursements. Add lines 24 and 25 307,199 0   307,199
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 8,419
b Net investment income (if negative, enter -0-) 314
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 2,261 10,680 10,680
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
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)..........      
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) 2,261 10,680 10,680
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 0 0
28 Retained earnings, accumulated income, endowment, or other funds 2,261 10,680
29 Total net assets or fund balances (see instructions)..... 2,261 10,680
30 Total liabilities and net assets/fund balances (see instructions). 2,261 10,680
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
2,261
2
Enter amount from Part I, line 27a .....................
2
8,419
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
10,680
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
10,680
Form 990-PF (2024)
Form 990-PF (2024)
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.)
1a
b
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2  
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 4
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 4
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 4
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 0
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 4
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024 or the taxable year beginning in 2024? 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 arrowKATHLEEN CHAPPELL Telephone no.right arrow (540) 955-5226

Located atright arrow2 E MAIN STBERRYVILLEVA ZIP+4right arrow22611
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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
MARIANNE SCHMIDT PRESIDENT, DIRECTOR
0.00
0 0 0
2 E MAIN ST
BERRYVILLE,VA22611
BRANDON LOREY DIRECTOR
0.00
0 0 0
2 E MAIN ST
BERRYVILLE,VA22611
KATHLEEN CHAPPELL TREASURER, DIRECTOR
0.00
0 0 0
2 E MAIN ST
BERRYVILLE,VA22611
MARY BRUCE GLAIZE DIRECTOR
0.00
0 0 0
2 E MAIN ST
BERRYVILLE,VA22611
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 (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1 SHENANDOAH APPLE BLOSSOM FESTIVAL 20,000
2 TIMBER RIDGE SCHOOL 10,000
3 NATIONAL ASSOCIATION OF WOMEN BUSINESS OWNERS GREATER DC 15,000
4 DISCOVERY MUSEUM 8,750
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 (2024)
Form 990-PF (2024)
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
0
b
Average of monthly cash balances.......................
1b
45,252
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
45,252
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
45,252
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
679
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
44,573
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
2,229
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
2,229
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
4
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
4
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,225
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
2,225
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
2,225
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
307,199
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
307,199
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2023
(c)
2023
(d)
2024
1 Distributable amount for 2024 from Part X, line 7 2,225
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021...... 212,034
d From 2022...... 271,274
e From 2023...... 336,710
f Total of lines 3a through e ........ 820,018
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 307,199
a Applied to 2023, 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 2024 distributable amount..... 2,225
e Remaining amount distributed out of corpus 304,974
5 Excess distributions carryover applied to 2024. 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 1,124,992
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 ..........
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 2019 not
applied on line 5 or line 7 (see instructions) ...
0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ......
1,124,992
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021.... 212,034
c Excess from 2022.... 271,274
d Excess from 2023.... 336,710
e Excess from 2024.... 304,974
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
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

2 FOR 2 FOUNDATION INC

PO BOX 1908
WINCHESTER,VA22604
  501(C)3 GIVING LOVE CAMPAIGN 1,000

A PLACE TO BE

1600 VILLAGE MARKET BLVD SE
LEESBURG,VA20175
  501(C)3 2024 PLAYBILL ADD 150

ABILITY FITNESS CENTER

18366 FAIRWAY OAKS SQ
LEESBURG,VA20176
  501(C)3 HOLE SPONSOR 250

ACCESS INDEPENDENCE

324 HOPE DR
WINCHESTER,VA22601
  501(C)3 FALL RAMP UP EVENT SPONSOR 2,000

ADULT CARE CENTER OF NSV

411 N CAMERON ST STE 100
WINCHESTER,VA22601
  501(C)3 PROGRAM DONATION 100

AIDS RESPONSE EFFORT

124 W PICCADILLY ST
WINCHESTER,VA22601
  501(C)3 BRUNCH & BUBBLY SPONSOR 500

AMERICAN FOUNDATION FOR SUICIDE PREVENTION

199 WATER ST
NEW YORK,NY10038
  501(C)3 ADVOCATE SPONSOR 500

AMERICAN NATIONAL RED CROSS

561 FORTRESS DR
WINCHESTER,VA22601
  501(C)3 GENERAL OPERATING DONATION 1,000

ANDY MCDONALD SCHOLARSHIP

279 DOGWOOD LN
BLUEMONT,VA20135
  501(C)3 GOLF TOURNAMENT 100

APPALACHIAN CHAMBER MUSIC

PO BOX 446
HARPERS FERRY,WV25425
  501(C)3 FREE CONCERT TICKETS FOR THOSE IN NEED 500

APPALACHIAN CHAMBER MUSIC

PO BOX 446
HARPERS FERRY,WV25425
  501(C)3 EDUCATION PROGRAM 2024 1,500

ASHBURN GIRLS SOFTBALL LEAGUE

PO BOX 555
ASHBURN,VA20146
  501(C)3 TEAM COSTS FOR THE SEASON 250

ASSOCIATION OF FUNDRAISIN

19 W CORK ST
WINCHESTER,VA22601
  501(C)3 NPD BRONZE SPONSORSHIP 290

AYLOR PERFORMING ARTS ASSOCATION

471 WHITE OAK DR
WHITE POST,VA22633
  501(C)3 BINGO SPONSOR, SOPRANO LEVEL 250

BACKPACK BUDDIES

PO BOX 582
LEESBURG,VA20178
  501(C)3 2024 FRIENDSGIVING 2,000

BERRYVILLE FC INC

307 ASHBY CT
BERRYVILLE,VA22611
  501(C)3 GENERAL DONATION 250

BERRYVILLE MAIN STREET

23 E MAIN ST
BERRYVILLE,VA22611
  501(C)3 VARIOUS EVENTS 3,500

BERRYVILLE MAIN STREET

23 E MAIN ST
BERRYVILLE,VA22611
  501(C)3 GENERAL DONATION 89

BETHEL CHURCH

2010 TAVERN RD
MARTINSBURG,WV25401
  501(C)3 MISSION TRIP TO CUBA 200

BLUE RIDGE HABITAT FOR HUMANITY

443 MILLWOOD AVE
WINCHESTER,VA22601
  501(C)3 HOUSING SUMMIT SPONSOR 500

BLUE RIDGE HUNT CLUB

PO BOX 96
BOYCE,VA22620
  501(C)3 BUBBLES & BALLGOWNS EVENT 2,000

BLUE RIDGE KIWANIS

PO BOX 3881
WINCHESTER,VA22604
  501(C)3 BEVERAGE SPONSOR 500

BLUE RIDGE SINGERS

524 N ROYAL AVE
FRONT ROYAL,VA22630
  501(C)3 ADVERTISING PAGE 380

BLUE RIDGE THUNDER CLOGGERS

15352 BERLIN TURNPIKE
PURCELLVILLE,VA20132
  501(C)3 APPALACHIAN STOMP SPONSOR 100

BLUE SWALLOW FARM FOUNDATION

PO BOX 3371
LEESBURG,VA20177
  501(C)3 2024 DONATION 1,000

BOULDER CREST FOUNDATION

33735 SNICKERSVILLE TPKE
BLUEMONT,VA20135
  501(C)3 WICKED WARRIOR RUCK 500

BOYCE UNITED METHODIST CHURCH

PO BOX 233
BOYCE,VA22620
  501(C)3 REPLACE TREE CHRISTMAS LIGHTS 500

BOYCE VOLUNTEER FIRE COMPANY

PO BOX 285
BOYCE,VA22620
  501(C)3 YARD PARTY DONATION 500

BR WILDLIFE CENTER

106 ISLAND FARM LN
BOYCE,VA22620
  501(C)3 SYCAMORE LEVEL SPONSOR 1,000

BREAKTHROUGH T1D

PO BOX 5021
HAGERSTOWN,MD21741
  501(C)3 BREAKTHROUGH T1D RIDE 500

CAMP PADDY RUN INC

12520 BASSWOOD DR
MANASSAS,VA20112
  501(C)3 ANNUAL CAMP SPONSOR 1,100

CANNONS BASEBALL INC

PO BOX 114
PURCELLVILLE,VA20132
  501(C)3 FOUL BALL SPONSOR 350

CELEBRATE PATSY CLINE INC

PO BOX 3900
WINCHESTER,VA22604
  501(C)3 TO PURCHASE ADDITIONAL SAFETY EQUIPMENT 250

CHABAD OF LOUDOUN

18417 MILL RUN CT
LEESBURG,VA20176
  501(C)3 CHABAD CALENDAR ADVERTISEMENT DONATION 2,000

CLARKE CO COMMUNITY BAND

101 W CEDARMEADE AVE
WINCHESTER,VA22601
  501(C)3 GENERAL SPONSOR 500

CLARKE COUNTY DEPT OF SOCIAL SERVICES

311 E MAIN ST
BERRYVILLE,VA22611
  501(C)3 COMMUNITY FUN DAY DONATION 100

CLARKE COUNTY EDUCATION FOUNDATION

PO BOX 1252
BERRYVILLE,VA22611
  501(C)3 ST. PATRICKS GALA 5,000

CLARKE COUNTY EDUCATION FOUNDATION

PO BOX 1252
BERRYVILLE,VA22611
  501(C)3 BEVERAGE CART SPONSOR 750

CLARKE COUNTY FAIR

PO BOX 1167
BERRYVILLE,VA22611
  501(C)3 FAIR ANIMALS 2,500

CLARKE COUNTY FARMER'S MARKET

PO BOX 1266
BERRYVILLE,VA22611
  501(C)3 TABLE SPONSOR 750

CLARKE COUNTY HIGH SCHOOL

627 MOSBY BLVD
BERRYVILLE,VA22611
  501(C)3 TEAM SPONSORSHIP 150

CLARKE COUNTY HISTORICAL ASSOCIATION

PO BOX 306
BERRYVILLE,VA22611
  501(C)3 TO SUPPORT ANNUAL PUBLICATION AND TO SUPPORT THEIR ANNUAL INITIATIVE "INALIENABLE RIGHTS" 2,500

CLARKE COUNTY LITTLE LEAGUE

PO BOX 812
BERRYVILLE,VA22611
  501(C)3 COMPANY BANNER AT GAMES 250

CLARKE COUNTY PARKS & REC

225 AL SMITH CIR
BERRYVILLE,VA22611
  501(C)3 CONCERT SERIES 700

CLARKE COUNTY RURITAN

PO BOX 1167
BERRYVILLE,VA22611
  501(C)3 HORSE SHOW SPONSOR 1,000

CLARKE COUNTY RURITAN

890 W MAIN ST
BERRYVILLE,VA22611
  501(C)3 JULY 4TH SPONSOR 2,500

CLARKE COUNTY SCHOOLS IMPROVEMENT FUND

PO BOX 712
BERRYVILLE,VA22611
  501(C)3 SCHOOL SPORTS FIELD LIGHTS 250

CLARKE COUNTY SHERIFF'S OFFICE

100 N CHURCH ST
BERRYVILLE,VA22611
  501(C)3 SHERIFF CALENDAR 200

CLARKE COUNTY SOCCER LEAGUE

PO BOX 720
BERRYVILLE,VA22611
  501(C)3 GENERAL DONATION 250

CLARKE COUNTY YOUTH BASKETBALL

PO BOX 82
BERRYVILLE,VA22611
  501(C)3 TEAM SPONSOR 150

CLARKE COUNTY YOUTH FOOTBALL LEAGUE

PO BOX 967
BERRYVILLE,VA22611
  501(C)3 EQUIPMENT DONATION 500

COMBAT VETERANS MOTORCYCLE

PO BOX 684
UPPERVILLE,VA20185
  501(C)3 POKER RUN SPONSOR 500

COMMUNITY MARKETS INC

203 S GEORGE ST
CHARLES TOWN,WV25414
  501(C)3 FOOD BOX GIVE-A-WAY 2024 500

CRUMS UNITED METHODIST CHURCH

2832 CRUMS CHURCH RD
BERRYVILLE,VA22611
  501(C)3 PLATINUM SPONSOR FOR CAR SHOW 500

DAKOTAS DREAM ANIMAL RESCUE

PO BOX 1814
WINCHESTER,VA22604
  501(C)3 PLATINUM LEVEL SPONSOR 1,000

DEACON ED COUNCIL #3572

PO BOX 115
WINCHESTER,VA22604
  501(C)3 HOLE SPONSOR 250

DEMENTIA MATTERS

1078 KENNEL RD
BOYCE,VA22620
  501(C)3 CAREGIVER CONFERENCE SPONSOR 1,000

DISCOVER PURCELLVILLE

760 E MAIN ST
PURCELLVILLE,VA20132
  501(C)3 2024 HALLOWEEN PARTY 100

DULLES SOUTH FOOD PANTRY

24757 ARCOLA MILLS DR
DULLES,VA20166
  501(C)3 2024 FOOD PANTRY 500

ENDEAVOR TO DREAM

10208 BUSHMAN DR
OAKTON,VA22124
  501(C)3 NEW YEARS EVE GALA 500

EPILEPSY FOUNDATION OF VIRGINIA

125-A MEDICAL CIR
WINCHESTER,VA22601
  501(C)3 5K SPONSOR 250

EVENDALE ELEMENTARY SCHOOL

220 ROSA LN
WINCHESTER,VA22602
  501(C)3 GENERAL DONATION 250

EVERY CITIZEN HAS OPPORTU

71 LAWSON RD S E
LEESBURG,VA20175
  501(C)3 ECHO EVENT AT TOP GOLF 500

FAIR WAYS FOR YOUTH INC - 2024 ANNUAL GOLF SPONSOR

163 WIDENER DR
WINCHESTER,VA22603
  501(C)3 HOLE SPONSOR 250

FAMILIES REACHING OUT GROUP

200 N BRADDOCK ST
WINCHESTER,VA22601
  501(C)3 TEE SPONSOR 100

FASST

1117 BERRYVILLE PIKE
WINCHESTER,VA22601
  501(C)3 FOOTBALL ACADEMY 500

FAUQUIER FREE CLINIC

35 ROCK POINTE LN
WARRENTON,VA20186
  501(C)3 2024 GOLF TOURNAMENT 500

FAUQUIER SPCA

PO BOX 733
WARRENTON,VA20188
  501(C)3 2024 FALL FESTIVAL 200

FC SPORTS

37307 RICHARDSON LN
PURCELLVILLE,VA20132
  501(C)3 GENERAL EXPENSES 250

FOSTER FAMILIES

107 N KENT ST
WINCHESTER,VA22601
  501(C)3 GIFT CARD FOR FOSTER PARENT EVENT 107

FOUNDATION OF THE STATE ARBORETUM

400 BLANDY FARM LN
BOYCE,VA22620
  501(C)3 CONEFLOWER LEVEL SPONSOR 2,000

FOUNDATION OF THE STATE ARBORETUM

400 BLANDY FARM LN
BOYCE,VA22620
  501(C)3 GINGKOFEST SPONSOR 1,000

FOUNDATION OF THE STATE ARBORETUM

400 BLANDY FARM LN
BOYCE,VA22620
  501(C)3 GARDEN FAIR SPONSOR 1,000

FREDERICK COUNTY EDUCATION FOUNDATION

PO BOX 3887
WINCHESTER,VA22604
  501(C)3 BEVERAGE SPONSOR 1,500

FREDERICK COUNTY EDUCATION FOUNDATION

PO BOX 3887
WINCHESTER,VA22604
  501(C)3 CASINO NIGHT TABLE SPONSOR 500

FREDERICK COUNTY EDUCATION FOUNDATION

PO BOX 3887
WINCHESTER,VA22604
  501(C)3 MURDER MYSTER SPONSOR, GEORGES TABLE LEVEL 2,500

FREDERICK COUNTY FAIR ASSOCIATION

PO BOX 2005
WINCHESTER,VA22604
  501(C)3 FAIR SPONSOR 500

FREDERICK COUNTY FAIR ASSOCIATION

PO BOX 2005
WINCHESTER,VA22604
  501(C)3 FAIR ANIMALS 2,500

FREDERICK COUNTY NATIONAL LITTLE LEAGUE

PO BOX 1342
STEPHENS CITY,VA22655
  501(C)3 PROGRAM DONATION 200

FREDERICK COUNTY PARKS & RECREATION

107 N KENT ST
WINCHESTER,VA22601
  501(C)3 GENERAL DONATION 150

FREDERICK COUNTY PARKS & RECREATION

107 N KENT ST
WINCHESTER,VA22601
  501(C)3 4TH OF JULY SPONSOR 500

FREDERICK COUNTY SHERIFF'S OFFICE

1080 COVERSTONE DR
WINCHESTER,VA22602
  501(C)3 EVENT SPONSOR 200

FRENCH AND INDIAN WAR FOUNDATION

PO BOX 751
WINCHESTER,VA26014
  501(C)3 GUTTERS ON THE BUILDING 2,950

FRENCH AND INDIAN WAR FOUNDATION

PO BOX 751
WINCHESTER,VA26014
  501(C)3 FUNDING TO COVER PRINTING FOR INFORMATIONAL BROCHURE 750

FRENCH AND INDIAN WAR FOUNDATION

PO BOX 751
WINCHESTER,VA26014
  501(C)3 CELL PHONE TOUR 393

FROGGYS CLOSET

200 N BRADDOCK ST
WINCHESTER,VA22601
  501(C)3 2024 ELFS HELP SPONSOR LEVEL 250

GIRLS ON THE RUN NOVA

10301 DEMOCRACY LN STE 100
FAIRFAX,VA22030
  501(C)3 5K FAN SPONSOR 500

GODFREY MILLER CENTER

101 PALOMINO PL
CHARLESTOWN,WV25414
  501(C)3 OPERATIONAL DONATION 500

GOOD SHEPHERD OF NOVA

20684 ASHBURN RD
ASHBURN,VA20147
  501(C)3 GENERAL EVENT DONATION 500

GORE VOLUNTEER FIRE COMPANY

PO BOX 146
GORE,VA22637
  501(C)3 YARD PARTY DONATION 2,000

GREAT MEADOW FOUNDATION

5089 OLD TAVERN RD
THE PLAINS,VA20198
  501(C)3 4TH OF JULY SPONSOR, GMF LEVEL 1,000

GREENWOOD VOL FIRE & RESCUE COMPANY

PO BOX 3023
WINCHESTER,VA22604
  501(C)3 YARD PARTY GENERAL DONATION 2,000

HEALTHY FAMILIES

PO BOX 236
WINCHESTER,VA22604
  501(C)3 BIG BUZZ SPONSOR AND TABLE AT THE EVENT 250

HEROES OF THE RIVER

PO BOX 1678
WINCHESTER,VA22604
  501(C)3 TIER TWO SPONSOR 350

HIGHLAND SCHOOL

597 BROADVIEW AVE
WARRENTON,VA20186
  501(C)3 EDUCATIONAL PROGRAMS 2,500

JAMES WOOD DIAMOND CLUB

PO BOX 213
STEPHENS CITY,VA22656
  501(C)3 GENERAL SPONSORSHIP 100

JAMES WOOD DIAMOND GIRLS

188 GUN CLUB RD
STEPHENS CITY,VA22656
  501(C)3 MENTOR PROGRAM 250

JAMES WOOD HIGH SCHOOL

161 APPLE PIE RIDGE RD
WINCHESTER,VA22603
  501(C)3 BLUE SPONSORSHIP PACKAGE 1,000

JAMES WOOD HIGH SCHOOL - WRESTLING

161 APPLE PIE RIDGE RD
WINCHESTER,VA22603
  501(C)3 SCHOOL WRESTLING DONATION 100

JEFFREY C FOWLER MEMORIAL

528B E MARKET ST
LEESBURG,VA20176
  501(C)3 CORN HOLE TOURNEY SPONSOR 750

JOHN H ENDERS VOLUNTEER

PO BOX 106
BERRYVILLE,VA22611
  501(C)3 GOLF TOURNAMENT SPONSOR, BEVERAGE 750

JOHN PAUL THE GREAT MONTE

PO BOX 1474
FRONT ROYAL,VA22630
  501(C)3 2024 FIESTA SPONSOR 2,500

JOHN PAUL THE GREAT MONTE

PO BOX 1474
FRONT ROYAL,VA22630
  501(C)3 FOR GOD & COUNTRY OBSTACLE COURSE 250

JOSEPHINE SCHOOL COMMUNITY MUSEUM

PO BOX 423
BERRYVILLE,VA22611
  501(C)3 JUNETEENTH 2,500

JOSHUAS HANDS

11479 DUTCHMANS CREEK RD
LOVETTSVILLE,VA20180
  501(C)3 FALL BRUNCH SUNFLOWER SPONSORSHIP 250

JUDGES ATHLETIC ASSOCIATION

PO BOX 2213
WINCHESTER,VA22604
  501(C)3 GOLF TOURNEY HOLE SPONSOR 125

KEN & NANCY MCKEE FOUNDATION

420 W JUBAL EARLY DR
WINCHESTER,VA22601
  501(C)3 TACKY SWEATER PARTY SPONSOR 2,000

KERNSTOWN BATTLEFIELD ASSOCIATION

134 STUART DR
WINCHESTER,VA22602
  501(C)3 GOLF TOURNAMENT TEE SPONSOR 150

KEVIN RILEY FOUNDATION OF HOPE

118 DIXIE BELLE DR
WINCHESTER,VA22602
  501(C)3 COOLING ASSISTANCE OUTREACH TO ASSIST WITH THOSE IN NEED OF A/C REPAIRS 500

KIWANIS CLUB OF WINCHESTER

PO BOX 2591
WINCHESTER,VA22604
  501(C)3 PANCAKE DAY TICKETS 210

KIWANIS CLUB OF WINCHESTER

PO BOX 2591
WINCHESTER,VA22604
  501(C)3 COOLING ASSISTANCE OUTREACH TO ASSIST WITH THOSE IN NEED OF A/C REPAIRS 210

KIWANIS CLUB OF WINCHESTER

PO BOX 2591
WINCHESTER,VA22604
  501(C)3 PANCAKE DAY 200

KIWANIS CLUB OF WINCHESTER

PO BOX 2591
WINCHESTER,VA22604
  501(C)3 PANCAKE DAY PLACEMAT AD 200

KIWANIS CLUB OF WINCHESTER

PO BOX 2591
WINCHESTER,VA22604
  501(C)3 PANCAKE DAY 210

LAUREL RIDGE COMMUNITY COLLEGE

173 SKIRMISHER LN
MIDDLETOWN,VA22645
  501(C)3 SMALL BUSINESS DONATION 1,000

LAUREL RIDGE COMMUNITY COLLEGE

173 SKIRMISHER LN
MIDDLETOWN,VA22645
  501(C)3 DONATION TO SMALL BUSINESS DEVELOPMENT AND TO SUPPORT LAUREL RIDGE FOUNDATION 6,500

LEE & ZIMMY CLASSIC

45 BENTLEY DR
STERLING,VA20165
  501(C)3 LEE & ZIMMY CLASSIC VBALL TOURNAMENT 250

LEGACY FARMS

PO BOX 4499
LEESBURG,VA20177
  501(C)3 FALL BRUNCH SUNFLOWER SPONSORSHIP 500

LEGACY FARMS

PO BOX 4499
LEESBURG,VA20177
  501(C)3 2024 SPONSORSHIP 1,000

LINKS TO FREEDOM

216 W BOSCAWEN ST
WINCHESTER,VA22601
  501(C)3 HOLE SPONSOR 250

LITERACY VOLUNTEERS WINCHESTER

301 N CAMERON ST STE 102
WINCHESTER,VA22601
  501(C)3 IMAGINATION LIBRARY PROGRAM 500

LOCO MUSIC INC

14001 HARPERS FERRY RD
HILLSBORO,VA20132
  501(C)3 2024 BLUEMONT BUGLE 1,000

LONG BRANCH

PO BOX 241
MILLWOOD,VA22646
  501(C)3 CHRISTMAS GALA SPONSOR 1,000

LORD FAIRFAX EMS COUNCIL

180 PROSPERITY DR STE 1
WINCHESTER,VA22602
  501(C)3 EMS TRAINING 250

LOUDOUN APPALACHIAN TRAIL ASSOCIATION

PO BOX 203
ROUND HILL,VA20142
  501(C)3 APPALACHIAN TRAIL FESTIVAL 2024 100

LOUDOUN COUNTY FAIR

PO BOX 4100
LEESBURG,VA20177
  501(C)3 2024 ANIMAL AUCTION 2,500

LOUDOUN COUNTY FAIR

PO BOX 4100
LEESBURG,VA20177
  501(C)3 LOUDOUN COUNTY FAIR 750

LOUDOUN FIREFIGHTERS

102 DRY MILL RD SW STE 101
LEESBURG,VA20175
  501(C)3 2024 DONATION 250

LOUDOUN FREE CLINIC

224A CORNWALL ST NW
LEESBURG,VA20176
  501(C)3 2024 BOOTS BEER & BBQ GALA 2,500

LOUDOUN LITERACY COUNCIL

750 MILLER DR STE 122
LEESBURG,VA20175
  501(C)3 2024 NOT YOUR KIDS SPELLING BEE 500

LOUDOUN THERAPEUTIC RIDING

14490 BERLIN TPKE
LOVETTSVILLE,VA20189
  501(C)3 2024 BOOTS BRIDLES & BLING 500

LOVE TO NIC

570 ADAMS RD
WINCHESTER,VA22603
  501(C)3 SHOES FOR THE HOMELESS 250

MIDDLETOWN ELEMENTARY SCHOOL

190 MUSTANG LN
MIDDLETOWN,VA22645
  501(C)3 TEACHER APPRECIATION 250

MIDDLETOWN VOLUNTEER FIRE

7855 MAIN STREET
MIDDLETOWN,VA22645
  501(C)3 DOOR PRIZE DONATION 107

MIDDLETOWN VOLUNTEER FIRE

7855 MAIN STREET
MIDDLETOWN,VA22645
  501(C)3 DOOR PRIZE DONATION 400

MILLBROOK HIGH SCHOOL FBL

251 FIRST WOODS DR
WINCHESTER,VA22603
  501(C)3 GENERAL DONATION FOR FBLA EVENTS 250

MILLBROOK PIONEER ATHLETICS

251 FIRST WOODS DR
WINCHESTER,VA22603
  501(C)3 DIAMOND PACKAGE 250

MILLWOOD COMMUNITY ASSOCIATION

PO BOX 227
MILLWOOD,VA22646
  501(C)3 ANNUAL COMMUNITY PICNIC 150

MILLWOOD COMMUNITY ASSOCIATION

PO BOX 227
MILLWOOD,VA22646
  501(C)3 COMMUNITY PICNIC DONATION 250

MULEY FANATIC ORGANIZATION

117 GROSBEAK CT LAKE
FREDERICK,VA22630
  501(C)3 ANNUAL DINNER DONATION 500

MUSEUM OF THE SHENANDOAH VALLEY

901 AMHERST ST
WINCHESTER,VA22601
  501(C)3 GARDEN LIGHTS SPONSOR 2,500

NATIONAL ASSOCIATION OF WOMEN BUSINESS OWNERS GREATER DC

10306 EATON PLACE STE 210
FAIRFAX,VA22030
  501(C)3 ANNUAL SPONSORSHIP 2024 15,000

NATIONAL CHILD SAFETY COUNCIL

100 N CHURCH ST
BERRYVILLE,VA22611
  501(C)3 CHILD SAFETY FUNDING 220

NATIONAL FEDERATION OF TH

104 WINEBERRY DR
WINCHESTER,VA22603
  501(C)3 GENERAL DONATION 250

NATIONAL HUMANE EDUCATION SOCIETY

3731 BERRYVILLE PK
CHARLES TOWN,WV25414
  501(C)3 SILVER SPONSOR FOR 10K WALK 250

NEWTOWN HERITAGE FESTIVAL

PPO BOX 250
STEPHENS CITY,VA22655
  501(C)3 GENERAL EVENT SPONSORSHIP 100

OPPORTUNITY SCHOLARS

918 S BRADDOCK ST
WINCHESTER,VA22601
  501(C)3 GENERAL STUDENT SCHOLARSHIP 1,000

OUR HEALTH INC

329 N CAMERON ST
WINCHESTER,VA22601
  501(C)3 TEE SPONSOR 125

PEOPLE HELPING PEOPLE OF

9009 SUDLEY RD
MANASSAS,VA20110
  501(C)3 FINANCIAL EMERGENCY ASSISTANCE 2,000

PHIL TAYLOR MEMORIAL SCHOLARSHIP

550 MASH LN
EDINBURG,VA22824
  501(C)3 SILVER SPONSOR 500

PURCELLVILLE ROTARY FOUNDATION

PO BOX 1311
PURCELLVILLE,VA20134
  501(C)3 26TH ANNUAL GOLF TOURNAMENT 250

READ TO THEM INC

2201 W BROAD ST STE 206
RICHMOND,VA23220
  501(C)3 GENERAL SPONSORSHIP 533

REFUGE UNITED METHODIST CHURCH

717 REFUGE CHURCH RD
STEPHENS CITY,VA22655
  501(C)3 YARD PARTY DONATION 100

RESPONSE INC

PO BOX 287
WOODSTOCK,VA22664
  501(C)3 PROGRAM EXPENSES 300

REYNOLDS STORE VOL FIRE & RESCUE CO

9381 N FREDERICK PKE
CROSS JUNCTION,VA22625
  501(C)3 GENERAL DONATION 500

ROOT TO TABLE LTD

PO BOX 481
SHEPHERDSTOWN,WV25443
  501(C)3 TASTE OF EXCELLENCE EVENT 2024 500

SALVATION ARMY

605 S STEWART ST
WINCHESTER,VA22601
  501(C)3 GOLF TOURNAMENT 200

SALVATION ARMY

605 S STEWART ST
WINCHESTER,VA22601
  501(C)3 RED KETTLE PROGRAM 500

SAVVY GIVING BY DESIGN

105 MATE CT
WINCHESTER,VA22602
  501(C)3 CHILDRENS BEDROOM MAKEOVER 750

SETON SCHOOL

9314 MAPLE ST
MANASSAS,VA20110
  501(C)3 ALL STAR SPONSOR 1,000

SHENANDOAH - POTOMAC GARD

1284 BRUCETOWN RD
KEARNEYSVILLE,WV25430
  501(C)3 POTOMAC GARD AD 25

SHENANDOAH APPLE BLOSSOM FESTIVAL

135 N CAMERON ST
WINCHESTER,VA22601
  501(C)3 APPLE BLOSSOM SPONSOR PACKAGE 20,000

SHENANDOAH AREA COUNCIL BOY SCOUTS-BOY SCOUTS

107 YOUTH DEVELOPMENT CT
WINCHESTER,VA22602
  501(C)3 TEE SPONSOR 150

SHENANDOAH AREA COUNCIL BOY SCOUTS-BOY SCOUTS

107 YOUTH DEVELOPMENT CT
WINCHESTER,VA22602
  501(C)3 TEE SPONSOR 125

SHENANDOAH ARTS COUNCIL

530 AMHERST ST
WINCHESTER,VA22601
  501(C)3 ART, DANCE, AND MUSIC FESTIVAL SPONSOR 1,000

SHENANDOAH SUMMER MUSIC THEATER

1460 UNIVERISTY DR
WINCHESTER,VA22601
  501(C)3 MUSIC SPONSOR 500

SHENANDOAH UNIVERSITY

1460 UNIVERSITY DR
WINCHESTER,VA22601
  501(C)3 GALA DONATION 250

SHENANDOAH UNIVERSITY

1460 UNIVERSITY DR
WINCHESTER,VA22601
  501(C)3 HOLE SPONSOR 300

SHENANDOAH VALLEY DISCOVERY MUSEUM

19 W CORK ST
WINCHESTER,VA22601
  501(C)3 ANNUAL FIRST FRIDAYS DONATION 8,750

SHENANDOAH VALLEY YOUTH LACROSSE

150 LONGMARSH RD
BERRYVILLE,VA22611
  501(C)3 GENERAL DONATION 250

SHENVAL SWARM

188 GUN CLUB RD
STEPHENSON,VA22656
  501(C)3 SCHOLARSHIP FUND 1,000

SHERANDO HIGH SCHOOL

185 S WARRIOR DR
STEPHENS CITY,VA22655
  501(C)3 DONATION FOR APPLE BLOSSOM COLORING BOOKS 250

SHERANDO HIGH SCHOOL

185 S WARRIOR DRIVE
STEPHENS CITY,VA22657
  501(C)3 GOLF TOURNAMENT TEE SPONSOR 400

SHERANDO HIGH SCHOOL BAND

185 S WARRIOR DR
STEPHENS CITY,VA22655
  501(C)3 SHERANDO SHOW CASE BAND EVENT 250

SHERANDO HIGH SCHOOL DECA

185 S WARRIOR DR
STEPHENS CITY,VA22655
  501(C)3 DECA CAREER CONFERENCE TRAVEL EXPENSES 250

SINCLAIR HEALTH CLINIC

301N CAMERON ST
WINCHESTER,VA22601
  501(C)3 TULIP LEVEL SPONSOR 5,000

SPAY TODAY

3731 BERRYVILLE PK
CHARLES TOWN,WV25414
  501(C)3 EVENT SPONSOR 150

SPECIAL LOVE

158 FRONT ROYAL PKE
WINCHESTER,VA22602
  501(C)3 BEVERAGE CART SPONSOR 1,500

SPECIALLY ADAPTED RESOURCES

PO BOX 2082
RESTON,VA20195
  501(C)3 CHRISTMAS TEA 500

ST JOHN'S CHURCH

271 WINCHESTER ST
WARRENTON,VA20186
  501(C)3 OKTOBERFEST T SHIRT SPONSOR 750

ST JUDE CHILDREN'S RESEARCH HOSPITAL

4301 N FAIRFAX DR
ARLINGTON,VA22203
  501(C)3 GALA SPONSOR 2,000

STEPHENS CITY CHIEFS

140 CEDAR MOUNTAIN DR
STEPHENS CITY,VA22655
  501(C)3 GENERAL SPONSORSHIP 250

SV SCHOLARS LATINO INITIATIVE

PO BOX 1245
HARRISONBURG,VA22803
  501(C)3 GENERAL SPONSOR 1,000

THE BARNS OF ROSE HILL

95 CHALMERS CT
BERRYVILLE,VA22611
  501(C)3 ANNUAL GALA AND OUTDOOR CONCERT SERIES 2,500

THE BLUEMONT CITIZENS ASSOCIATION

PO BOX 362
BLUEMONT,VA20135
  501(C)3 2024 BLUEMONT BUGLE 740

THE CLERMONT FOUNDATION

151 CLERMONT LN
BERRYVILLE,VA22611
  501(C)3 OPERATIONAL COSTS FOR PUBLIC EDUCATION 750

THE GEORGE C MARSHALL IN

312 E MARKET ST STE C
LEESBURG,VA20176
  501(C)3 2024 VETERANS DAY EVENT 2,500

THE LAUREL CENTER

402 N CAMERON ST
WINCHESTER,VA22601
  501(C)3 MOVE AGAINST VIOLENCE TITLE SPONSOR & WALK & WAG ANNUAL SPONSOR 4,500

THE SHENANDOAH AREA AGENCY ON AGING

5291 MAIN ST
STEPHENS CITY,VA22655
  501(C)3 CHRISTMAS GIFT BASKETS 500

THE WINCHESTER MEDICAL CENTER

190 CAMPUS BLVD STE 220
WINCHESTER,VA22601
  501(C)3 PARTNERS SOCIETY SPONSOR 2,500

TIMBER RIDGE SCHOOL

PO BOX 3160
WINCHESTER,VA22604
  501(C)3 CTE CONTRACT 10,000

TOP OF VIRGINIA REGIONAL

509 AIRPORT RD STE 200
WINCHESTER,VA22602
  501(C)3 ARISING LEADERSHIP DONATION 1,500

TOWN OF LOVETTSVILLE LOVE

6 E PENNSYLVANIA AVE
LOVETTSVILLE,VA20180
  501(C)3 2024 BLUE FEST CONCERT SPONSORSHIP 1,000

TOWN OF ROUND HILL

PO BOX 36
ROUND HILL,VA20142
  501(C)3 LOGO SPONSOR 300

TREE OF LIFE MINISTRIES

115 E MAIN ST
PURCELLVILLE,VA20132
  501(C)3 MOVING EXPENSE 2024 3,500

TREE OF LIFE MINISTRIES

115 E MAIN STREET
PURCELLVILLE,VA20132
  501(C)3 2024 TOP GOLF FUNDRAISER 500

UNITED WAY OF NORTHERN SHENANDOAH VALLEY

329 N CAMERON ST
WINCHESTER,VA22601
  501(C)3 PROJECT CONNECT TABLE SPONSOR 500

UNITED WAY OF NORTHERN SHENANDOAH VALLEY

329 N CAMERON ST
WINCHESTER,VA22601
  501(C)3 DAY OF CARING T SHIRT SPONSOR 350

UPSIDE DOWN MOMENTS

39686 MIDDLE GOLDEN SPRINGS CT
HAMILTON,VA20158
  501(C)3 GENERAL DONATION FOR CHILDREN FACING TRAUMA 500

VICTORY CHURCH-UPWARD SPORTS

2870 MIDDLE RD
WINCHESTER,VA22601
  501(C)3 UPWARDS SPORTS SPONSOR 250

VINE AND FIG TREE

3200 MOUNT VERNON MEMORIAL HWY
MOUNT VERNON,VA22121
  501(C)3 2024 DONATION 250

VIRGINIA TECH FOUNDATION

388 LITTON REAVES HALL 175 WEST
CAMPUS DRIVE
BLACKSBURG,VA24031
  501(C)3 GENERAL DONATION 500

VIRGINIA TECH FRUIT TREE EXTENSION

TREASURER VIRGINIA TECH VIRGINIA
COOPERATIVE EXTENSION FREDERICK COU
WINCHESTER,VA22601
  501(C)3 2024 DONATION/DRIVES FOR DOGS 250

VIRGINIA USSSA SLOWPITCH SOFTBALL

8169 MARY JANE DR
MANASSAS,VA20112
  501(C)3 GENERAL EVENT SPONSORSHIP 250

VOCE

344 MAPLE AVE 184
VIENNA,VA22180
  501(C)3 SOIREE SPONSOR 150

WASHINGTON CRICKET ACADEMY

42931 TEALBRIAR PL
BROADLANDS,VA20148
  501(C)3 2024 PROGRAM SUPPORT 250

WATTS

PO BOX 2936
WINCHESTER,VA22604
  501(C)3 GOLF TOURNAMENT 500

WATTS

PO BOX 2936
WINCHESTER,VA22604
  501(C)3 $500 FOR GOLF TOURNAMENT AND $1250 FOR C&S EVENT SPONSORSHIP 1,750

WEGMEYER FARMS FOUNDATION

38299 HUGHESVILLE RD
HAMILTON,VA20258
  501(C)3 ROW SPONSOR 250

WINC CHAPTER OF NATL RAIL

10378 WILLOW HILL ROAD
DELAPLANE,VA20144
  501(C)3 GENERAL DONATION 500

WINCHESTER CITY ASSAULT

105 FERN CT
WINCHESTER,VA22602
  501(C)3 GENERAL DONATION 250

WINCHESTER FIRE & RESCUE

101 TURNBERRY CT
STEPHENS CITY,VA22655
  501(C)3 5K DONATION SPONSORSHIP 500

WINCHESTER HOST LIONS CLUB

132 COUNTRY CLUB CIR
WINCHESTER,VA22602
  501(C)3 HOLE SPONSOR 250

WINCHESTER LITTLE THEATRE

315 WBOSCAWEN ST
WINCHESTER,VA22601
  501(C)3 PROGRAM AD DONATION 290

WINCHESTER REDWINGS

121 LLOYDS RD
WINCHESTER,VA22602
  501(C)3 GENERAL DONATION 250

WINCHESTER RESCUE MISSION

435 NCAMERON ST
WINCHESTER,VA22601
  501(C)3 HOPE ON THE HORIZON GALA SPONSOR 5,000

WINCHESTER ROTARY CLUB

PO BOX 228
WINCHESTER,VA22604
  501(C)3 APPLE HARVEST EVENT DONATION 2,500

WINCHESTER ROTARY CLUB

PO BOX 228
WINCHESTER,VA22604
  501(C)3 FIELD OF HONOR SPONSOR 1,000

WINCHESTER RUGBY FOOTBALL

382 WHISPERING PINES RD
PAW PAW,WV25434
  501(C)3 GENERAL DONATION FOR EQUIPMENT 250

WVU MEDICINE

121 ADMINISTRATIVE DR STE 200
MARTINSBURG,WV25404
  501(C)3 TEE SPONSOR 250
Total .................................right arrow 3a 230,729
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
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 ...........
    14 314  
4 Dividends and interest from securities ....          
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 ............
         
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) .. 0 314 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
314
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
Firm's EIN Right Arrow
Firm's address Right Arrow


Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
THE BANK OF CLARKE COUNTY FOUNDATION
 
Employer identification number

86-3570714
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

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

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

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

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
THE BANK OF CLARKE COUNTY FOUNDATION
 
Employer identification number
86-3570714
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
1
BANK OF CLARKE COUNTY
 
2 E MAIN STREE
 
BERRYVILLE, VA22611

$ 255,400


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

$  


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

$  


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
THE BANK OF CLARKE COUNTY FOUNDATION
 
Employer identification number

86-3570714
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
THE BANK OF CLARKE COUNTY FOUNDATION
 
Employer identification number

86-3570714
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
THE BANK OF CLARKE COUNTY FOUNDATION
EIN:
86-3570714
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 2,350 0   2,350

TY 2024 OtherExpensesSchedule
Name:
THE BANK OF CLARKE COUNTY FOUNDATION
EIN:
86-3570714
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
SPECIAL EVENT EXPENSES 11,768 0   11,768
OTHER 6,825 0   6,825
FEES 1,385 0   1,385
ADVERTISING 393 0   393
FOUNDATION WALK EXPENSES 1,563 0   1,563


TY 2024 OtherProfessionalFeesSchedule
Name:
THE BANK OF CLARKE COUNTY FOUNDATION
EIN:
86-3570714
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADMINISTRATIVE FEES 51,632 0   51,632