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
SHENTEL FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 459
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
EDINBURG, VA228240459
A Employer identification number

54-1549765
B Telephone number (see instructions)

(800) 743-6835
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$4,681,103
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)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 91,800 91,800 0
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 0
b Gross sales price for all assets on line 6a 0
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications........... 0
10a Gross sales less returns and allowances 0
b Less: Cost of goods sold.... 0
c Gross profit or (loss) (attach schedule)..... 0 0
11 Other income (attach schedule)....... 0 0 0
12 Total. Add lines 1 through 11........ 91,800 91,800 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages...... 0 0 0 0
15 Pension plans, employee benefits....... 0 0 0 0
16a Legal fees (attach schedule)......... 0 0 0 0
b Accounting fees (attach schedule)....... 0 0 0 0
c Other professional fees (attach schedule).... 0 0 0 0
17 Interest............... 0 0 0 0
18 Taxes (attach schedule) (see instructions)... 8,866 0 0 0
19 Depreciation (attach schedule) and depletion... 0 0 0
20 Occupancy.............. 0 0 0 0
21 Travel, conferences, and meetings....... 0 0 0 0
22 Printing and publications.......... 0 0 0 0
23 Other expenses (attach schedule)....... 0 0 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 8,866 0 0 0
25 Contributions, gifts, grants paid....... 89,762 89,762
26 Total expenses and disbursements. Add lines 24 and 25 98,628 0 0 89,762
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -6,828
b Net investment income (if negative, enter -0-) 91,800
c Adjusted net income (if negative, enter -0-)... 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............. 9,619 90,991 90,991
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)..... 0 0  
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow   0 0  
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 189,927 Click to see attachment
List of Attached Documents:
// Content
101,727
101,727
b Investments—corporate stock (attach schedule)....... 0 0  
c Investments—corporate bonds (attach schedule).......   0  
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow     0  
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,389,863 Click to see attachment
List of Attached Documents:
// Content
2,389,863
4,488,385
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow     0  
15 Other assets (describe right arrow) 0 0 0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,589,409 2,582,581 4,681,103
Liabilities 17 Accounts payable and accrued expenses.......... 3,200 3,200
18 Grants payable................. 0 0
19 Deferred revenue................. 0 0
20 Loans from officers, directors, trustees, and other disqualified persons 0 0
21 Mortgages and other notes payable (attach schedule)......   0
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
694
Click to see attachment
List of Attached Documents:
// Content
694
23 Total liabilities (add lines 17 through 22)......... 3,894 3,894
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........... 2,585,515 2,578,687
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 2,585,515 2,578,687
30 Total liabilities and net assets/fund balances (see instructions). 2,589,409 2,582,581
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
2,585,515
2
Enter amount from Part I, line 27a .....................
2
-6,828
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
2,578,687
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,578,687
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 1,276
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  
3 Add lines 1 and 2........................... 3 1,276
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,276
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 915
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 361
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,276
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 0
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 arrow0 Refundedright arrow 11 0
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 arrow
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 arrow  
14
The books are in care ofright arrowSHENTEL FOUNDATION Telephone no.right arrow (540) 984-4141

Located atright arrowPO BOX 459EDINBURGVA ZIP+4right arrow228240459
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
CHRISTOPHER E FRENCHClick to see attachment
List of Attached Documents:
// Content
Executive Chairman
1.00
0 0 0
PO BOX 459
EDINBURG,VA22824
JAMES J VOLKClick to see attachment
List of Attached Documents:
// Content
SR. VP CFO & TREASURER
1.00
0 0 0
PO BOX 459
EDINBURG,VA22824
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
 
Total number of other employees paid over $50,000...................right arrow  
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
 
Total number of others receiving over $50,000 for professional services.............right arrow  
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 arrow  
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
4,344,946
b
Average of monthly cash balances.......................
1b
174,660
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
4,519,606
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) Click to see attachment
List of Attached Documents:
// Content
.............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
4,519,606
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
67,794
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
4,451,812
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
222,591
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
222,591
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
1,276
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
0
c
Add lines 2a and 2b............................
2c
1,276
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
221,315
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
221,315
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
221,315
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
89,762
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
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) Click to see attachment
List of Attached Documents:
// Content
.................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
89,762
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 7 221,315
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  
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 89,762
a Applied to 2023, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions).....
 
c Treated as distributions out of corpus (Election
required—see instructions)........
 
d Applied to 2024 distributable amount..... 89,762
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2024.    
(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......
 
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 ..........
131,553
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) .......
 
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ...
 
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ......
0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024.... 508
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

MOUNTAIN VIEW HIGH SCHOOL

150 STONEWALL LANE
QUICKSBURG,VA22847
No Relationship PC General Charitable Support 100

SOUTHWEST VIRGINIA COMMUNITY COLLEGE EDUCATIONAL FOUNDATION INC

P O BOX SVCC
RICHLANDS,VA24641
No Relationship PF General Charitable Support 1,000

VIRGINIA WESTERN COMMUNITY COLLEGE EDUCATIONAL FOUNDATION

3093 COLONIAL AVENUE
ROANOKE,VA24015
No Relationship PF General Charitable Support 1,000

WYTHEVILLE COMMUNITY COLLEGE EDUCATIONAL FOUNDATION INC

1000 EAST MAIN STREET
WYTHEVILLE,VA24382
No Relationship PF General Charitable Support 1,000

WVU AT PARKERSBURG FOUNDATION INC

300 CAMPUS DRIVE
VIENNA,WV26104
No Relationship PF General Charitable Support 1,000

SOUTHERN WV COMMUNITY COLLEGE FOUNDATION INC

PO BOX 2020
MOUNT GAY,WV25637
No Relationship PF General Charitable Support 1,000

MOUNTAIN GATEWAY COMMUNITY COLLEGE

1000 DABNEY DRIVE
CLIFTON FORGE,VA24422
No Relationship PC General Charitable Support 1,000

BRIDGEVALLEY COMMUNITY AND TECHNICAL COLLEGE

2001 UNION CARBIDE DR
CHARLESTON,WV25303
No Relationship PC General Charitable Support 1,000

CVCC EDUCATIONAL FOUNDATION INC

3506 WARDS ROAD
LYNCHBURG,VA24502
No Relationship PF General Charitable Support 1,000

EASTERN WV COMMUNITY AND TECHNICAL COLLEGE

316 EASTERN DRIVE
MOOREFIELD,WV26836
No Relationship PC General Charitable Support 1,000

GARRETT COMMUNITY COLLEGE FOUDATION INC

687 MOSSER ROAD
MC HENRY,MD21541
No Relationship PF General Charitable Support 1,000

NEW RIVER COMMUNITY AND TECHNICAL COLLEGE FOUNDATION INC

280 UNIVERSITY DRIVE
BEAVER,WV25813
No Relationship PF General Charitable Support 1,000

NEW RIVER COMMUNITY COLLEGE EDUCATIONAL FOUNDATION

5251 COLLEGE DRIVE
DUBLIN,VA24084
No Relationship PF General Charitable Support 1,000

PIERPONT COMMUNITY AND TECHNICAL COLLEGE

1201 LOCUST AVENUE
FAIRMONT,WV26554
No Relationship PC General Charitable Support 1,000

SOUTHSIDE VA COMMUNITY COLLEGE FOUNDATION INC

109 CAMPUS DRIVE
ALBERTA,VA23821
No Relationship PF General Charitable Support 1,000

WMRA

983 RESERVOIR STREET
HARRISONBURG,VA22801
No Relationship PC General Charitable Support 500

VPM PBS

23 SESAME STREET
RICHMOND,VA23235
No Relationship PC General Charitable Support 2,500

CENTRAL PENNSYLVANIA FOOD BANK

3908 COREY ROAD
HARRISBURG,PA17109
No Relationship PC General Charitable Support 1,250

MARYLAND FOOD BANK INC

2200 HALETHORPE FARMS RD
BALTIMORE,MD21227
No Relationship PC General Charitable Support 1,250

FEEDING SOUTHWEST VIRGINIA

1025 ELECTRIC RD
SALEM,VA24153
No Relationship PC General Charitable Support 1,250

Foodbank of Southeast Virginia Inc

800 TIDEWATER DRIVE
NORFOLK,VA23504
No Relationship PC General Charitable Support 1,250

Feeding Kentucky Inc

PO BOX 5522
FRANKFORT,KY40602
No Relationship PC General Charitable Support 1,250

MOUNTAINEER FOOD BANK INC

484 ENTERPRISE DR
GASSAWAY,WV26624
No Relationship PC General Charitable Support 1,250

PROJECT SHARE OF CARLISLE

5 N ORANGE ST
SUITE 4
CARLISLE,PA17013
No Relationship PC General Charitable Support 1,250

HOPECAM

12100 SUNSET HILLS RD
SUITE C10
RESTON,VA20190
No Relationship PC General Charitable Support 518

MOUNT JACKSON NEW MARKET LITTLE LEAGUE

PO BOX 160
MOUNT JACKSON,VA22842
No Relationship PC General Charitable Support 518

ROCK RIDGE HIGH SCHOOL DRAMA BOOSTERS

3460 LOUDOUN RESERVE DRIVE
ASHBURN,VA20148
No Relationship PC General Charitable Support 518

BOY SCOUTS OF AMERICA

152 MOOSE ROAD
WOODSTOCK,VA22664
No Relationship PC General Charitable Support 2,500

SHENANDOAH COMMUNITY FOUNDATION

132 W KING STREET
PO BOX 350
STRASBURG,VA22657
No Relationship PF General Charitable Support 518

SHENANDOAH ALLIANCE FOR SHELTER

P O BOX 241
MAURERTOWN,VA22644
No Relationship PC General Charitable Support 100

FORT VALLEY RESCUE AND FIRE DEPARTMENT

7088 FORT VALLEY ROAD
FORT VALLEY,VA22652
No Relationship PC General Charitable Support 500

JAMES MADISON UNIVERSITY DUKE CLUB

380 UNIVERSITY BLVD
HARRISONBURG,VA22801
No Relationship PC General Charitable Support 518

LOAVES AND FISHES FOOD PANTRY

9320 NORTH CONGRESS ST
NEW MARKET,VA22844
No Relationship PC General Charitable Support 100

LORD FAIRFAX AREA FOOD BANK

P O BOX 3142
WINCHESTER,VA22601
No Relationship PC General Charitable Support 100

MARCH OF DIMES

4191 INNSLAKE DRIVE
STE 201
GLEN ALLEN,VA23060
No Relationship PC General Charitable Support 100

MOUNT JACKSON COMMUNITY LIBRARY

5901 MAIN STREET
MOUNT JACKSON,VA22842
No Relationship PC General Charitable Support 500

MOUNT JACKSON FIRE AND RESCUE

6155 MAIN ST
MOUNT JACKSON,VA22842
No Relationship PC General Charitable Support 500

TOWN OF MOUNT JACKSON

PO BOX 487
MOUNT JACKSON,VA22842
No Relationship GOV General Charitable Support 500

Rachels Gift

922 HIGHWAY 81 EAST
PMB 153
MCONOUGH,GA30352
No Relationship PC General Charitable Support 414

Rockingham Ballet Theater

102 B SOUTH MAIN ST
BRIDGEWATER,VA22812
No Relationship PC General Charitable Support 207

Tunnel of Towers Foundation

40 EAST MAIN STREET
SUITE 887
NEWARK,DE19711
No Relationship PF General Charitable Support 104

Tunnel To Towers Foundation

2361 HYLAN BOULEVARD
STATEN ISLAND,NY10306
No Relationship PF General Charitable Support 207

VAF Scholarship Pageant

JENSEN HOOVER SCHOLARSHIP
LADYSMITH,VA22501
No Relationship PC General Charitable Support 104

Waynesboro Family YMCA

648 S WAYNE AVENUE
WAYNESBORO,VA22980
No Relationship PC General Charitable Support 518

Wildlife Center of Virginia

PO BOX 1557
WAYNESBORO,VA22980
No Relationship PC General Charitable Support 52

Winchester Area Temporary Transitional Shelter

PO BOX 2936
WINCHESTER,VA22604
No Relationship PC General Charitable Support 518

Yellow Door Foundation

435 MERCHANT WALK SQUARE 300
CHARLOTTESVILLE,VA22902
No Relationship PF General Charitable Support 518

NEW MARKET TOWN OF

9418 JOHN SEVIER ROAD
PO BOX 58
NEW MARKET,VA22844
No Relationship GOV General Charitable Support 500

MOUNT SOLON FIRE CO AND RESCUE SQUAD

86 EMMANUEL CHURCH RD
MOUNT SOLON,VA22843
No Relationship PC General Charitable Support 500

NEW MARKET AREA LIBRARY

P O BOX 452
NEW MARKET,VA22844
No Relationship PC General Charitable Support 500

NEW MARKET FIRE AND RESCUE

P O BOX 245
NEW MARKET,VA22844
No Relationship PC General Charitable Support 500

NORTHERN VIRGINIA 4H EDUCATION CENTER

600 4 H CENTER DRIVE
FRONT ROYAL,VA22630
No Relationship PC General Charitable Support 200

NOVA OF VIRGINIA AQUATICS

12207 GAYTON ROAD
HENRICO,VA23238
No Relationship PC General Charitable Support 518

OPEN DOOR FOOD PANTRY

PO BOX 292
MOUNT JACKSON,VA22842
No Relationship PC General Charitable Support 100

ORKNEY SPRINGS FIRE AND RESCUE

P O BOX 374
BASYE,VA22810
No Relationship PC General Charitable Support 500

SALVATION ARMY

617 KESTREL COURT
WOODSTOCK,VA22664
No Relationship PC General Charitable Support 100

SHENANDOAH AREA GIRL SCOUTS

257 IRVIN LANE
EDINBURG,VA22824
No Relationship PC General Charitable Support 1,250

STRASBURG TOWN OF

P O BOX 351
STRASBURG,VA22657
No Relationship GOV General Charitable Support 500

SHENANDOAH EDUCATION FOUNDATION

PO BOX 607
WOODSTOCK,VA22664
No Relationship PF General Charitable Support 518

EDINBURG TOWN OF

P O BOX 85
EDINBURG,VA22824
No Relationship GOV General Charitable Support 500

AMERICAN CANCER SOCIETY Winchester

2654 VALLEY AVE
SUITE B
WINCHESTER,VA22601
No Relationship PC General Charitable Support 100

BELLE GROVE INC

P O BOX 537
MIDDLETOWN,VA22645
No Relationship PC General Charitable Support 100

BERGTON FIRE DEPARTMENT

P O BOX 55
BERGTON,VA22811
No Relationship PC General Charitable Support 500

SHENANDOAH COUNTY CHAPTER CYSTIC FIBROSIS

7202 GLEN FOREST DRIVE
STE 102
RICHMOND,VA23226
No Relationship PC General Charitable Support 100

SHENANDOAH COUNTY SPECIAL OLYMPICS

P O BOX 402
HARRISONBURG,VA22801
No Relationship PC General Charitable Support 100

SHENPACO INDUSTRIES INC

1032 WISSLER ROAD
QUICKSBURG,VA22847
No Relationship PC General Charitable Support 500

STAR TANNERY FIRE DEPARTMENT

950 BILL ROAD
STAR TANNERY,VA22654
No Relationship PC General Charitable Support 500

STAUNTON POLICE FOUNDATION

116 W BEVERLEY STREET
STAUNTON,VA24401
No Relationship PF General Charitable Support 518

BERGTON RESCUE SQUAD

P O BOX 19
BERGTON,VA22811
No Relationship PC General Charitable Support 500

BREAD OF LIFE FOOD PANTRY

156 SOUTH MUHLENBURG STREET
WOODSTOCK,VA22664
No Relationship PC General Charitable Support 100

BSA SCOUT TROOP 242

501 S MAIN ST
HARRISONBURG,VA22801
No Relationship PC General Charitable Support 518

CENTER FOR PUBLIC SERVICE & SCHOLORSHIP

1460 UNIVERSITY DRIVE
WINCHESTER,VA22601
No Relationship PC General Charitable Support 300

CHARLOTTESVILLE WOMEN IN TECH

977 SEMINOLE TRAIL PMB 283
CHARLOTTESVILLE,VA22901
No Relationship PC General Charitable Support 518

COLUMBIA FURNACE LOVE CENTER

817 COFFMANTOWN ROAD
WOODSTOCK,VA22664
No Relationship PC General Charitable Support 100

COMPASSION CUPBOARD

P O BOX 611
STRASBURG,VA22657
No Relationship PC General Charitable Support 100

CONCERN HOTLINE

P O BOX 2032
WINCHESTER,VA22604
No Relationship PC General Charitable Support 200

CONICVILLE FIRE DEPARTMENT

763 CONICVILLE ROAD
MOUNT JACKSON,VA22842
No Relationship PC General Charitable Support 500

DARE

109 WEST COURT STREET
WOODSTOCK,VA22664
No Relationship PC General Charitable Support 500

EDINBURG VOLUNTEER FIRE DEPARTMENT

P O BOX 11
EDINBURG,VA22824
No Relationship PC General Charitable Support 500

FORT VALLEY LIBRARY

P O BOX 107
FORT VALLEY,VA22652
No Relationship PC General Charitable Support 500

STRASBURG COMMUNITY LIBRARY

195 WEST KING STREET
STRASBURG,VA22657
No Relationship PC General Charitable Support 500

STRASBURG FIRE DEPARTMENT

P O BOX 347
STRASBURG,VA22657
No Relationship PC General Charitable Support 500

STRASBURG RESCUE SQUAD

P O BOX 620
STRASBURG,VA22657
No Relationship PC General Charitable Support 500

TOMS BROOK FIRE DEPARTMENT

P O BOX 168
TOMS BROOK,VA22660
No Relationship PC General Charitable Support 500

UNITED WAY OF NORTHERN SHENANDOAH VALLEY

P 0 BOX 460
WINCHESTER,VA22601
No Relationship PC General Charitable Support 5,000

VIETNAM VETERANS OF AMERICA

713 WEST SPRING STREET
WOODSTOCK,VA22664
No Relationship NC General Charitable Support 2,500

VIRGINIA YMCA

P O BOX 10365
LYNCHBURG,VA24506
No Relationship PC General Charitable Support 100

WOODSTOCK LIBRARY INC

P O BOX 213
WOODSTOCK,VA22664
No Relationship PC General Charitable Support 500

TOWN OF WOODSTOCK

135 NORTH MAIN STREET
WOODSTOCK,VA22664
No Relationship GOV General Charitable Support 500

HUMANE SOCIETY SHENANDOAH COUNTY

P O BOX 173
WOODSTOCK,VA22664
No Relationship PC General Charitable Support 207

SHENANDOAH COUNTY PARKS AND RECREATION

600 NORTH MAIN STREET
STE 108
WOODSTOCK,VA22664
No Relationship PC General Charitable Support 500

ALZHEIMERS ASSOCIATION

225 N Michigan Ave
Ste 1700
CHICAGO,IL60601
No Relationship PC General Charitable Support 207

AMERICAN CANCER SOCIETY

PO BOX 4110
GLEN ALLEN,VA23058
No Relationship PC General Charitable Support 631

AMERICAN HEART ASSOCIATION INC

4217 PARK PLACE COURT
GLEN ALLEN,VA23060
No Relationship PC General Charitable Support 307

AMERICAN RED CROSS

P O BOX 1120
RICHMOND,VA23218
No Relationship PC General Charitable Support 307

BLUE RIDGE AREA FOOD BANKVERONA

PO BOX 937
VERONA,VA24482
No Relationship PC General Charitable Support 2,179

BLUE RIDGE WILDLIFE CENTER

106 ISLAND FARM LANE
BOYCE,VA22620
No Relationship PC General Charitable Support 518

FAMILY PROMISE OF SHENANDOAH COUNTY

781 SPRING PARKWAY
WOODSTOCK,VA22664
No Relationship PC General Charitable Support 622

Hidden Waters

375 GREENWICH STREET
NEW YORK,NY10013
No Relationship PC General Charitable Support 570

Palestine Childrens Relief Fund

PO BOX 861716
LOS ANGELES,CA90086
No Relationship PC General Charitable Support 601

RESPONSE INC

P O BOX 287
WOODSTOCK,VA22664
No Relationship PC General Charitable Support 1,018

SHENANDOAH COMMUNITY HEALTH CLINIC

124 VALLEY VISTA DRIVE
WOODSTOCK,VA22664
No Relationship PC General Charitable Support 6,140

SHENANDOAH COUNTY LIBRARY FOUNDATION

514 STONEY CREEK BLVD
EDINBURG,VA22824
No Relationship PF General Charitable Support 3,018

SHENANDOAH MEMORIAL HOSPITAL FOUNDATION

759 SOUTH MAIN STREET
WOODSTOCK,VA22664
No Relationship PF General Charitable Support 12,500

ST JUDES CHILDRENS HOSPITAL

501 ST JUDE PLACE
MEMPHIS,TN38105
No Relationship PC General Charitable Support 208

WOODSTOCK FIRE DEPARTMENT

PO BOX 176
WOODSTOCK,VA22664
No Relationship PC General Charitable Support 707
Total .................................right arrow 3a 89,762
bApproved for future payment
Total ................................. right arrow 3b  
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     0   0 0
b     0   0 0
c     0   0 0
d     0   0 0
e     0   0 0
f     0   0 0
    0   0 0
gFees and contracts from government agencies          
2 Membership dues and assessments ....   0   0 0
3 Interest on savings and temporary cash
investments ...........
  0   0 0
4 Dividends and interest from securities ....   0   0 0
5 Net rental income or (loss) from real estate:
aDebt-financed property......   0   0 0
bNot debt-financed property.....   0   0 0
6 Net rental income or (loss) from personal property   0   0 0
7 Other investment income .....   0   0 0
8 Gain or (loss) from sales of assets other than
inventory ............
  0   0 0
9 Net income or (loss) from special events:   0   0 0
10 Gross profit or (loss) from sales of inventory   0   0 0
11 Other revenue:
a  
  0   0 0
b     0   0 0
c     0   0 0
d     0   0 0
e     0   0 0
12 Subtotal. Add columns (b), (d), and (e) .. 0 0 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
0
(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)
 
 
(2) Other assets.................................
1a(2)
 
 
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
 
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
 
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
 
(4) Reimbursement arrangements...........................
1b(4)
 
 
(5) Loans or loan guarantees.............................
1b(5)
 
 
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
 
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
 
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: 24020569
Software Version: V2.0


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 InvestmentsGovtObligationsSch
Name:
SHENTEL FOUNDATION
EIN:
54-1549765
Software ID:
24020569
Software Version:
V2.0
US Government Securities - End of Year Book Value:

189,927
US Government Securities - End of Year Fair Market Value:

101,727
State & Local Government Securities - End of Year Book Value:


101,727
State & Local Government Securities - End of Year Fair Market Value:


101,727


TY 2024 InvestmentsOtherSchedule2
Name:
SHENTEL FOUNDATION
EIN:
54-1549765
Software ID:
24020569
Software Version:
V2.0
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
VANGUARD INDEX FDS SMALL CAP AT COST 281,401 635,494
ISHARES TR MRGSTR MD CP ETF JKG AT COST 568,592 1,091,839
SCHWAB STRATEGIC TR EMERGING MKTS EQUITY AT COST 149,666 175,012
VANGUARD INDEX FDS VANGUARD VALUE ETF VOO AT COST 424,253 1,035,593
ISHARES MSCI EAFE ETF AT COST 456,615 580,156
VANGUARD INDEX FUNDS VANGUARD VALUE VTV AT COST 509,336 970,291

TY 2024 OtherLiabilitiesSchedule
Name:
SHENTEL FOUNDATION
EIN:
54-1549765
Software ID:
24020569
Software Version:
V2.0
Description Beginning of Year - Book Value End of Year - Book Value
TAXES PAYABLE 694 694


TY 2024 TaxesSchedule
Name:
SHENTEL FOUNDATION
EIN:
54-1549765
Software ID:
24020569
Software Version:
V2.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAXES 8,866 0 0 0