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

82-3614440
B Telephone number (see instructions)

(804) 690-8916
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$6,012,379J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 358,982
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 160,009 160,009  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 100,181
b Gross sales price for all assets on line 6a 1,558,352
7 Capital gain net income (from Part IV, line 2)... 100,181
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........ 619,172 260,190  
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)....... Click to see attachment
List of Attached Documents:
// Content
3,200 1,600   0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
52,674 52,674   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
3,274 679   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 59,148 54,953   0
25 Contributions, gifts, grants paid....... 300,000 300,000
26 Total expenses and disbursements. Add lines 24 and 25 359,148 54,953   300,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 260,024
b Net investment income (if negative, enter -0-) 205,237
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............. 733,498 491,969 491,969
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) 213,347 Click to see attachment
List of Attached Documents:
// Content
415,074 		409,794
b Investments—corporate stock (attach schedule)....... 2,319,459 Click to see attachment
List of Attached Documents:
// Content
2,506,542 		3,627,499
c Investments—corporate bonds (attach schedule)....... 250,724 Click to see attachment
List of Attached Documents:
// Content
358,751 		353,535
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,066,586 Click to see attachment
List of Attached Documents:
// Content
1,076,224 		1,129,582
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,583,614 4,848,560 6,012,379
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 4,583,614 4,848,560
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 4,583,614 4,848,560
30 Total liabilities and net assets/fund balances (see instructions). 4,583,614 4,848,560
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
4,583,614
2
Enter amount from Part I, line 27a .....................
2
260,024
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
4,922
4
Add lines 1, 2, and 3 ..........................
4
4,848,560
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
4,848,560
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.)
1 a ACCENTURE PLC P 2018-02-01 2024-04-08
b ADOBE INC P 2023-06-14 2024-08-15
c ADVANCED MICRO DEVICES INC P 2023-02-09 2024-08-15
d ADVANCED MICRO DEVICES INC P 2023-02-09 2024-03-27
e AERCAP HOLDINGS NV P 2021-12-20 2024-02-29
AFLAC INC P 2021-08-16 2024-04-08
AGCO CORP P 2022-11-15 2024-04-08
AGCO CORP P 2022-12-21 2024-08-15
AGCO CORP P 2021-04-26 2024-08-15
AGCO CORP P 2021-08-12 2024-08-15
ALBEMARLE CORP COM P 2023-06-05 2024-07-10
ALBEMARLE CORP COM P 2023-06-05 2024-05-03
ALIGN TECHNOLOGY INC P 2018-01-30 2024-08-15
ALLISON TRANSMISSION HOLDINGS P 2022-11-15 2024-04-08
ALLISON TRANSMISSION HOLDINGS P 2019-07-22 2024-04-05
ALLISON TRANSMISSION HOLDINGS P 2023-06-05 2024-09-18
ALLSTATE CORP P 2021-08-16 2024-04-08
ALLY FINANCIAL INC P 2021-08-16 2024-10-23
ALPHABET INC CL C P 2024-04-03 2024-06-28
ALPHABET INC CL C P 2018-01-30 2024-09-24
ALPHABET INC CL C P 2023-02-21 2024-06-28
ALPHABET INC CL C P 2021-03-04 2024-05-03
AMER CENT SM CAP GROWTH Y P 2018-01-22 2024-10-03
AMERICAN EXPRESS CO P 2021-10-27 2024-04-08
AMERICAN EXPRESS CO P 2021-08-16 2024-04-08
AMPHENOL CORP CL A P 2018-02-08 2024-04-05
ANSYS INC P 2021-08-16 2024-04-08
AON PLC P 2018-02-01 2024-07-10
AON PLC P 2018-02-01 2024-04-08
APA CORP P 2024-04-04 2024-11-26
APPLE INC P 2021-08-16 2024-05-03
APPLE INC P 2018-01-30 2024-08-15
APPLE INC P 2018-01-30 2024-10-10
APTARGROUP INC P 2021-03-18 2024-04-05
APTIV PLC P 2021-08-16 2024-05-03
ARCH CAPITAL GROUP P 2021-08-16 2024-05-03
ARCHER DANIELS MIDLAND CO P 2023-09-26 2024-03-25
ARISTA NETWORKS INC P 2022-12-22 2024-04-08
ARMSTRONG WORLD INDUSTRIES INC P 2018-02-08 2024-04-05
AVNET INC P 2022-11-15 2024-04-08
BALL CORP P 2018-02-05 2024-04-05
BANK OF AMERICA CORP P 2022-10-06 2024-05-03
BAXTER INTL INC P 2021-08-16 2024-11-26
BECTON DICKINSON AND 3.734% P 2021-02-03 2024-12-16
BELLRING BRANDS INC P 2018-02-27 2024-02-29
BELLRING BRANDS INC P 2018-02-05 2024-02-29
BELLRING BRANDS INC P 2018-02-27 2024-04-05
BERKLEY W R CORP P 2021-08-16 2024-07-22
BIOGEN INC P 2021-08-16 2024-10-23
BLACKSTONE INC P 2020-05-06 2024-08-15
BLACKSTONE INC P 2020-05-06 2024-10-18
BOEING CO P 2018-01-30 2024-08-15
BOOKINGS HOLDINGS INC P 2020-05-28 2024-06-12
BOOKINGS HOLDINGS INC P 2023-12-14 2024-06-12
BOOKINGS HOLDINGS INC P 2020-02-03 2024-06-12
BOOZ ALLEN HAMILTON HOLDINGS P 2023-02-02 2024-04-08
BOSTON SCIENTIFIC CORP COM P 2020-03-25 2024-04-08
BOSTON SCIENTIFIC CORP COM P 2020-10-21 2024-04-08
BOSTON SCIENTIFIC CORP COM P 2018-01-30 2024-04-01
BOSTON SCIENTIFIC CORP COM P 2020-02-06 2024-04-01
BOSTON SCIENTIFIC CORP COM P 2020-05-05 2024-04-01
BROADCOM INC P 2022-12-22 2024-12-19
BROADCOM INC P 2019-07-03 2024-09-24
BROADCOM INC P 2018-02-09 2024-08-15
BROADCOM INC P 2019-07-03 2024-06-12
BROADCOM INC P 2021-08-16 2024-01-25
BROADCOM INC P 2019-07-03 2024-10-18
BROADCOM INC P 2018-02-09 2024-06-28
BROADCOM INC P 2019-07-03 2024-03-27
BROWN FORMAN CORP CL B P 2018-02-08 2024-04-05
CARLISLE COS INC P 2023-08-24 2024-05-03
CARMAX INC P 2018-02-05 2024-08-09
CARMAX INC P 2020-02-26 2024-08-09
CARMAX INC P 2021-12-01 2024-05-03
CBOE GLOBAL MARKETS INC P 2021-08-16 2024-05-03
CBRE GROUP INC P 2021-08-16 2024-04-08
CBRE GROUP INC P 2021-09-16 2024-04-08
CELANESE CORP P 2022-11-15 2024-04-08
CELANESE US HOLDINGS 3.5% P 2019-08-29 2024-05-08
CENTENE CORP DEL P 2023-11-29 2024-04-01
CENTENE CORP DEL P 2018-01-30 2024-04-01
CENTENE CORP DEL P 2019-05-21 2024-04-01
CF INDS HLDGS INC P 2023-05-18 2024-04-08
CF INDS HLDGS INC P 2022-11-15 2024-04-08
CHEWY INC P 2021-04-26 2024-01-25
CHEWY INC P 2023-07-21 2024-01-25
CHIPOTLE MEXICAN GRILL INC P 2022-03-11 2024-06-28
CHIPOTLE MEXICAN GRILL INC P 2020-02-28 2024-07-10
CHUBB LTD P 2020-01-08 2024-05-03
CHUBB LTD P 2018-02-01 2024-04-08
CHUBB LTD P 2020-01-09 2024-05-03
CIGNA CORP P 2021-04-26 2024-02-22
CIGNA CORP P 2021-04-26 2024-09-26
CIGNA GROUP P 2018-03-15 2024-04-08
CIGNA GROUP P 2019-08-14 2024-04-08
CINCINNATI FINANCIAL CORP P 2020-07-09 2024-04-05
CITIGROUP INC P 2018-01-30 2024-08-15
CITIZENS FINANCIAL GROUP INC P 2021-08-16 2024-05-03
CITIZENS FINANCIAL GROUP INC P 2022-03-10 2024-05-03
COHEN & STEERS INSTL RLTY SHRS P 2021-12-17 2024-03-11
COLGATE PALMOLIVE CO P 2021-04-07 2024-07-10
COLGATE PALMOLIVE CO P 2021-02-10 2024-07-10
COLGATE PALMOLIVE CO P 2021-04-07 2024-04-08
COMMERCE BANCSHARES INC P 2021-08-16 2024-05-03
COMMERCE BANCSHARES INC P 2021-08-16 2024-01-08
COMMERCE BANCSHARES INC P 2021-08-16 2024-12-31
CONOCOPHILLIPS P 2024-04-04 2024-12-10
COPART INC COM P 2018-02-08 2024-04-05
COPART INC COM P 2018-02-08 2024-04-16
CORNING INC P 2023-06-05 2024-04-08
CORNING INC P 2021-08-16 2024-04-08
COSTCO WHOLESALE CORP P 2022-06-21 2024-10-10
COSTCO WHOLESALE CORP P 2021-03-26 2024-04-08
COSTCO WHOLESALE CORP P 2019-01-04 2024-04-08
COSTCO WHOLESALE CORP P 2022-10-18 2024-06-28
COUSINS PROPERTIES INC P 2021-09-16 2024-07-10
CUMMINS INC P 2020-09-08 2024-06-07
DANAHER CORP P 2020-04-22 2024-04-08
DANAHER CORP P 2020-04-24 2024-04-08
DANAHER CORP P 2018-01-30 2024-08-15
DECKERS OUTDOOR CORP P 2023-04-14 2024-04-08
DEERE & CO P 2021-08-16 2024-07-10
DEERE & CO P 2023-02-02 2024-04-08
DEERE & CO P 2021-08-16 2024-04-08
DEERE & CO P 2023-06-05 2024-07-10
DENTSPLY SIRONA INC P 2021-08-16 2024-05-03
DIAGEO PLC P 2020-08-25 2024-03-27
DIAGEO PLC P 2018-01-30 2024-03-27
DIAGEO PLC P 2018-12-21 2024-03-27
DIAGEO PLC P 2018-11-21 2024-03-27
DOCUSIGN INC P 2021-04-16 2024-04-08
DOLLAR GENERAL CORP P 2023-04-14 2024-10-23
DOLLAR TREE INC P 2018-02-08 2024-04-05
DOLLAR TREE INC P 2023-04-14 2024-07-10
DUPONT DE NEMOURS INC P 2023-08-24 2024-03-25
DXC TECHNOLOGY CO P 2023-02-02 2024-04-08
DXC TECHNOLOGY CO P 2023-04-14 2024-04-08
EASTMAN CHEM CO COM P 2023-06-05 2024-04-08
EASTMAN CHEM CO COM P 2023-04-14 2024-04-08
EASTMAN CHEM CO COM P 2023-05-18 2024-04-08
EATON CORP PLC P 2018-02-01 2024-04-08
EATON CORP PLC P 2021-02-10 2024-03-27
EATON CORP PLC P 2021-04-08 2024-03-27
EATON CORP PLC P 2018-02-01 2024-05-06
EATON CORP PLC P 2021-02-10 2024-06-12
ECOLAB INC P 2018-01-30 2024-08-15
EDWARDS LIFESCIENCES CORP P 2021-08-16 2024-04-08
EDWARDS LIFESCIENCES CORP P 2023-11-07 2024-04-08
ELECTRONIC ARTS INC P 2019-11-06 2024-06-12
ELECTRONIC ARTS INC P 2021-04-08 2024-06-12
ELECTRONIC ARTS INC P 2019-10-16 2024-06-12
ELECTRONIC ARTS INC P 2019-02-14 2024-06-12
ELECTRONIC ARTS INC P 2018-12-21 2024-06-12
ELEVANCE HEALTH INC P 2022-09-02 2024-04-08
ELI LILLY & CO P 2023-11-07 2024-08-14
ELI LILLY & CO P 2021-05-26 2024-08-14
ELI LILLY & CO P 2018-01-30 2024-06-12
ENCOMPASS HEALTH CORP P 2021-09-16 2024-01-08
ENTEGRIS INC P 2018-09-13 2024-04-05
ENVISTA HOLDINGS CORP P 2023-04-14 2024-05-03
ESTEE LAUDER COMPANIES INC P 2019-01-03 2024-07-10
ESTEE LAUDER COMPANIES INC P 2018-12-17 2024-07-10
ESTEE LAUDER COMPANIES INC P 2018-01-30 2024-06-28
ESTEE LAUDER COMPANIES INC P 2018-12-19 2024-07-10
ESTEE LAUDER COMPANIES INC P 2022-05-13 2024-06-28
ESTEE LAUDER COMPANIES INC P 2024-04-03 2024-06-28
EXXON MOBIL CORPORATION P 2024-04-04 2024-05-14
FIDELITY NATL INFORMATION SVCS P 2023-08-23 2024-04-05
FISERV INC P 2018-02-01 2024-04-08
FISERV INC P 2018-11-14 2024-04-08
FIVE BELOW INC P 2021-09-16 2024-07-10
FNB CORP PA COM P 2021-12-01 2024-05-03
FNB CORP PA COM P 2021-08-16 2024-05-03
FORTINET INC P 2021-08-16 2024-04-08
FORTUNE BRANDS INNOVATIONS INC P 2018-01-30 2024-08-15
GAP INC P 2021-12-01 2024-04-08
GARMIN LTD P 2021-12-22 2024-06-12
GARMIN LTD P 2020-05-28 2024-09-24
GARMIN LTD P 2020-05-28 2024-08-15
GLOBE LIFE INC P 2021-09-16 2024-05-03
GOLDMAN SACHS GROUP 3.5% 4/1/25 P 2021-01-28 2024-09-26
GXO LOGISTICS INC P 2022-08-09 2024-04-01
GXO LOGISTICS INC P 2018-01-30 2024-04-01
GXO LOGISTICS INC P 2020-03-06 2024-04-01
HASBRO INC P 2018-02-05 2024-12-30
HASBRO INC P 2022-04-12 2024-12-30
HASBRO INC P 2021-08-16 2024-07-10
HASBRO INC P 2020-02-26 2024-12-30
HCA HOLDINGS INC P 2022-07-28 2024-04-08
HCA HOLDINGS INC P 2022-09-02 2024-04-08
HEATLHPEAK PROPERTIES INC P 2021-08-16 2024-05-03
HEWLETT PACKARD ENTERPRISE CO. P 2022-06-21 2024-04-08
HEWLETT PACKARD ENTERPRISE CO. P 2022-11-15 2024-04-08
HEWLETT PACKARD ENTERPRISE CO. P 2021-08-16 2024-04-08
HIGHWOODS PPTYS INC P 2022-09-02 2024-04-08
HOMEDEPOT INC P 2022-12-06 2024-08-15
HOMEDEPOT INC P 2021-08-16 2024-04-08
HOWMET AEROSPACE INC P 2023-04-14 2024-05-03
HOWMET AEROSPACE INC P 2023-04-14 2024-06-05
HOWMET AEROSPACE INC P 2023-06-05 2024-04-08
HOWMET AEROSPACE INC P 2023-06-05 2024-06-05
HP INC P 2021-09-16 2024-04-08
HP INC P 2022-06-21 2024-04-08
HP INC P 2022-04-12 2024-04-08
IDEXX CORP P 2021-08-16 2024-10-23
ILLINOIS TOOL WORKS INC P 2018-08-15 2024-04-08
ILLUMINA INC P 2022-10-06 2024-05-03
INCYTE CORPORATION INC P 2023-12-14 2024-05-03
INGREDION INC P 2021-08-16 2024-04-08
INGREDION INC P 2021-08-16 2024-05-03
INTERCONTINENTAL EXCHANGE INC P 2018-01-30 2024-08-15
INTUIT COM P 2023-04-14 2024-04-08
INTUIT COM P 2021-08-16 2024-04-08
INTUITIVE SURGICAL INC P 2022-08-09 2024-12-11
INTUITIVE SURGICAL INC P 2022-08-09 2024-08-15
INVESCO LIMITED P 2021-08-16 2024-05-03
JP MORGAN CHASE & CO P 2018-01-30 2024-08-15
KBR INC P 2023-03-10 2024-04-08
KBR INC P 2023-06-05 2024-04-08
KBR INC P 2023-03-10 2024-05-03
KBR INC P 2023-07-12 2024-04-08
KEURIG DR PEPPER INC P 2022-10-06 2024-11-26
KEYSIGHT TECHNOLOGIES INC P 2023-12-22 2024-04-05
KIMBERLY CLARK CORP COM P 2018-03-21 2024-05-03
KIMBERLY CLARK CORP COM P 2018-04-19 2024-05-03
KIMBERLY CLARK CORP COM P 2020-06-17 2024-05-03
LABCORP HOLDINGS INC P 2021-08-16 2024-10-23
LAM RESEARCH CORP COM P 2022-10-25 2024-06-12
LAM RESEARCH CORP COM P 2020-04-23 2024-06-12
LAM RESEARCH CORP COM P 2021-08-16 2024-04-08
LAMB WESTON HOLDINGS INC P 2021-09-16 2024-05-03
LAMB WESTON HOLDINGS INC P 2019-03-18 2024-04-05
LEAR CORP P 2022-02-02 2024-10-23
LOWES COS INC P 2020-09-09 2024-07-10
LOWES COS INC P 2020-07-28 2024-07-10
LPL FINANCIAL HOLDINGS INC P 2021-08-16 2024-05-03
LULULEMON ATHLETICA INC P 2019-06-28 2024-04-05
LULULEMON ATHLETICA INC P 2022-12-21 2024-04-05
M&T BANK CORPORATION COM P 2018-02-08 2024-04-05
MANULIFE FINANCIAL CORP P 2018-01-30 2024-08-15
MANULIFE FINANCIAL CORP P 2018-12-21 2024-10-18
MANULIFE FINANCIAL CORP P 2018-01-30 2024-10-18
MARRIOTT VACATIONS WORLD WIDE P 2023-05-18 2024-07-10
MARVELL TECHNOLOGIES INC P 2023-09-26 2024-04-08
MCCORMICK & CO INC NON VTG P 2021-08-16 2024-05-03
MCDONALDS CORP P 2023-06-14 2024-08-15
MEDITRONIC PLC P 2018-02-01 2024-04-08
MERCK & CO INC P 2020-02-19 2024-04-08
MERCK & CO INC P 2020-09-23 2024-04-08
MERCK & CO INC P 2020-02-20 2024-04-08
META PLATFORMS INC P 2021-04-08 2024-09-24
META PLATFORMS INC P 2018-01-30 2024-06-28
META PLATFORMS INC P 2024-04-04 2024-08-14
METLIFE INC P 2021-08-16 2024-05-03
MICROCHIP TECHNOLOGY INC P 2024-07-09 2024-11-26
MICROSOFT CORP P 2021-08-16 2024-07-10
MICROSOFT CORP P 2018-01-30 2024-08-15
MICROSOFT CORP P 2018-01-30 2024-08-15
MODERNA INC P 2024-06-04 2024-10-23
MOELIS & CO P 2019-07-22 2024-04-05
MONDELEZ INTERNATIONAL INC P 2018-07-17 2024-08-15
MORGAN STANLEY P 2021-02-24 2024-04-08
MORGAN STANLEY P 2019-12-26 2024-08-15
MORGAN STANLEY P 2021-04-21 2024-04-08
MORGAN STANLEY P 2018-01-30 2024-08-15
MOSAIC CO P 2023-04-14 2024-11-26
MOTOROLA SOLUTIONS INC P 2021-08-16 2024-04-08
NET LEASE OFFICE PROPERTIES P 2024-01-29 2024-09-18
NET LEASE OFFICE PROPERTIES P 2023-11-01 2024-09-18
NET LEASE OFFICE PROPERTIES P 2023-11-01 2024-02-12
NETFLIX INC P 2018-02-09 2024-12-11
NETFLIX INC P 2018-01-31 2024-04-08
NEWMARKET CORP P 2018-02-05 2024-04-30
NIKE INC CL B P 2020-12-15 2024-04-08
NIKE INC CL B P 2018-01-30 2024-03-27
NIKE INC CL B P 2020-11-30 2024-04-08
NVENT ELECTRIC PLC P 2021-08-16 2024-04-08
NVIDIA CORP P 2019-10-16 2024-02-13
OKTA INC P 2021-02-01 2024-04-08
OKTA INC P 2021-12-21 2024-08-15
OLD DOMININON FREIGHT LINES INC P 2018-12-13 2024-02-29
OLD DOMININON FREIGHT LINES INC P 2018-02-08 2024-02-29
OLD DOMININON FREIGHT LINES INC P 2018-12-13 2024-04-16
ON SEMICONDUCTOR CORP P 2023-09-26 2024-04-08
ONEMAIN HOLDINGS INC P 2022-03-10 2024-05-03
ONEMAIN HOLDINGS INC P 2021-12-01 2024-05-03
OTIS WORLDWIDE CORP P 2021-03-02 2024-04-05
OWENS CORNING INC P 2022-11-15 2024-04-08
PALO ALTO NETWORKS INC P 2018-01-30 2024-01-25
PALO ALTO NETWORKS INC P 2018-01-30 2024-08-15
PERRIGO CO PLC P 2019-03-07 2024-03-12
PERRIGO CO PLC P 2020-02-26 2024-03-12
PIMCO COMMMODITY REAL RET STRAT P 2021-12-17 2024-11-04
PINNACLE FINL PARTNERS INC P 2021-08-16 2024-05-03
POST HOLDINGS INC P 2018-02-05 2024-04-05
PPG INDUUSTRIES INC P 2018-02-01 2024-04-08
PRINCIPAL FINANCIAL GROUP P 2021-08-16 2024-05-03
PROGRESSIVE CORP OHIO P 2021-03-17 2024-04-08
PROGRESSIVE CORP OHIO P 2021-05-26 2024-04-08
PROGRESSIVE CORP OHIO P 2021-03-24 2024-04-08
PROGRESSIVE CORP OHIO P 2021-05-27 2024-01-08
PROGRESSIVE CORP OHIO P 2021-03-10 2024-04-08
PROSPERITY BANCSHARES INC P 2021-08-16 2024-04-08
PTC INC P 2023-07-12 2024-04-08
PTC INC P 2023-07-12 2024-07-10
REGIONS FINANCIAL CORP NEW P 2022-06-24 2024-10-18
REGIONS FINANCIAL CORP NEW P 2022-06-24 2024-08-15
REPUBLIC SERVICES INC CL A COM P 2021-08-16 2024-04-08
RITHM CAPITAL CORP P 2022-06-21 2024-09-18
RTX CORP P 2019-08-13 2024-08-15
S&P GLOBAL INC P 2018-01-30 2024-10-10
SALEFORCE INC P 2018-01-30 2024-08-15
SALESFORCE INC P 2018-01-30 2024-12-11
SCHWAB CHARLES CORP NEW P 2021-08-16 2024-05-03
SERVICENOW INC P 2021-06-18 2024-01-25
SERVICENOW INC P 2020-03-11 2024-12-11
SKYWORKS SOLUTIONS INC P 2018-09-24 2024-04-05
SNAP ON INC P 2021-08-16 2024-04-08
SPLUNK INC P 2021-08-16 2024-03-18
STERICYCLE INC P 2022-09-02 2024-11-05
STERIS PLC P 2020-09-23 2024-04-05
SUPER MICRO COMPUTER INC P 2024-07-09 2024-11-26
TARGET CORP P 2021-02-24 2024-04-08
TARGET CORP P 2021-01-07 2024-04-08
TE CONNECTIVITY LTD P 2018-01-30 2024-08-15
TESLA INC P 2024-04-04 2024-11-26
TESLA INC P 2024-04-04 2024-12-19
TEXAS INSTRUMENTS INC P 2018-02-01 2024-04-08
TIMKEN CO P 2022-09-02 2024-04-08
TOPBUILD CORP P 2023-04-14 2024-04-08
TORONTO DOMINION BK ONT COM P 2024-08-14 2024-09-24
TORONTO DOMINION BK ONT COM P 2019-09-10 2024-09-24
TORONTO DOMINION BK ONT COM P 2019-05-09 2024-09-24
TORONTO DOMINION BK ONT COM P 2020-12-10 2024-09-24
TORONTO DOMINION BK ONT COM P 2019-07-30 2024-09-24
TORONTO-DOMINION BAN 3.766 P 2022-06-10 2024-09-26
TOTALENERGIES SE SPON ADR P 2018-01-30 2024-08-15
TRADE DESK INC P 2023-05-01 2024-12-11
TRANE TECHNOLOGIES P 2018-06-06 2024-04-08
TRANE TECHNOLOGIES P 2016-08-08 2024-04-08
TRANE TECHNOLOGIES P 2018-06-06 2024-07-10
TRAVELERS COMPANIES INC P 2021-08-16 2024-04-08
TRIMBLE INC P 2020-06-04 2024-08-15
TRUIST FINANCIAL CORP P 2021-08-16 2024-04-08
TRUIST FINANCIAL CORP P 2022-06-21 2024-04-08
TWILIO INC P 2019-09-18 2024-05-03
TWILIO INC P 2021-12-21 2024-04-01
TWILIO INC P 2022-05-13 2024-04-01
TWILIO INC P 2020-02-03 2024-05-03
TWILIO INC P 2022-03-11 2024-04-01
UNIFIRST CORP MASS P 2021-01-21 2024-04-05
UNILEVER PLC P 2020-02-03 2024-08-15
UNION PACIFIC CORP P 2018-01-30 2024-08-15
US BANCORP P 2021-08-16 2024-05-03
US TREASURY NOTE 0.375% P 2021-02-10 2024-01-04
US TREASURY NOTE 0.75% P 2022-03-03 2024-01-11
US TREASURY NOTE 0.75% P 2022-12-19 2024-01-11
US TREASURY NOTE 1.5% P 2021-04-29 2024-09-30
US TREASURY NOTE 2.0% P 2020-03-03 2024-06-07
US TREASURY NOTE 2.5% P 2019-06-07 2024-01-04
US TREASURY NOTE 4.25% P 2024-03-05 2024-09-30
VANGUARD REAL ESTATE ETF P 2018-01-22 2024-03-12
VERALTO CORP P 2020-04-22 2024-01-08
VERALTO CORP P 2020-04-24 2024-01-08
VERALTO CORP P 2018-02-01 2024-01-08
VERTIV HOLDINGS LLC P 2024-08-14 2024-12-11
VERTIV HOLDINGS LLC P 2023-09-26 2024-05-03
VESTIS CORP P 2021-09-16 2024-01-08
VIRTUS ALPHASIM GLBL ALT-R6 P 2018-03-19 2024-11-04
VISA INC CLASS A SHRS P 2018-01-31 2024-05-03
VR BANK OF AMERICA P 2022-02-02 2024-05-20
VULCAN MATERIALS COMPANY P 2018-02-08 2024-02-29
VULCAN MATERIALS COMPANY P 2018-02-18 2024-04-16
W.P. CAREY INC P 2023-07-12 2024-04-08
WASTE MANAGEMENT INC P 2020-03-16 2024-08-15
WASTE MANAGEMENT INC P 2022-04-12 2024-04-08
WASTE MANAGEMENT INC P 2021-08-16 2024-04-08
WATERS CORP P 2023-08-25 2024-04-05
WEC ENERGY GROUP INC P 2023-04-14 2024-07-10
WESTERN UNION CO P 2021-08-16 2024-07-10
WESTLAKE CORP P 2023-06-05 2024-04-08
WESTROCK CO P 2021-09-16 2024-04-08
WESTROCK CO P 2023-09-26 2024-05-03
WESTROCK CO P 2023-08-24 2024-05-03
WESTROCK CO P 2023-09-26 2024-04-08
WINTRUST FINL CORP P 2021-08-16 2024-05-03
WORKDAY INC P 2019-01-23 2024-04-08
WORKDAY INC P 2019-01-23 2024-04-08
WORKDAY INC P 2020-05-29 2024-04-08
XPO INC P 2018-01-30 2024-12-11
ZIONS BANCORP P 2021-08-16 2024-05-03
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,008   483 525
b 537   481 56
c 278   170 108
d 1,622   764 858
e 4,389   3,300 1,089
1,287   863 424
735   759 -24
    795 -795
3,801   4,392 -591
    1,442 -1,442
371   832 -461
357   624 -267
220   269 -49
2,072   1,080 992
82   46 36
792   455 337
1,213   953 260
454   701 -247
3,546   1,556 1,990
1,801   643 1,158
    833 -833
3,169   1,940 1,229
71,344   58,213 13,131
    722 -722
1,820   657 1,163
115   46 69
699   724 -25
884   432 452
3,526   1,585 1,941
430   673 -243
2,566   2,205 361
221   42 179
3,662   665 2,997
141   142 -1
351   818 -467
474   209 265
497   614 -117
601   240 361
122   63 59
1,831   1,674 157
67   37 30
1,111   954 157
435   983 -548
10,000   11,073 -1,073
4,244   1,310 2,934
    160 -160
58   20 38
26   17 9
371   676 -305
678   255 423
1,502   460 1,042
168   337 -169
    1,686 -1,686
11,370   3,435 7,935
    2,083 -2,083
745   478 267
2,474   482 1,992
    712 -712
1,634   366 1,268
    347 -347
    97 -97
1,360   332 1,028
2,409   398 2,011
312   46 266
2,916   569 2,347
495   245 250
1,277   199 1,078
3,169   464 2,705
1,349   285 1,064
52   53 -1
387   260 127
    7,595 -7,595
8,740   94 8,646
337   732 -395
718   502 216
1,846   1,129 717
    682 -682
1,363   850 513
5,000   5,211 -211
6,560   1,520 5,040
    2,729 -2,729
    742 -742
1,422   262 1,160
    1,348 -1,348
    4,285 -4,285
2,238   2,138 100
2,841   1,359 1,482
1,699   429 1,270
1,503   461 1,042
4,613   2,809 1,804
    459 -459
4,633   4,987 -354
4,788   4,987 -199
    509 -509
1,813   324 1,489
122   67 55
468   632 -164
381   44 337
    473 -473
41,156   50,000 -8,844
    80 -80
970   710 260
972   881 91
387   424 -37
40   45 -5
25   23 2
12   16 -4
58   11 47
2,209   432 1,777
    1,404 -1,404
2,033   685 1,348
6,354   3,217 3,137
2,133   346 1,787
    411 -411
1,702   942 760
407   673 -266
9,493   10,028 -535
1,473   316 1,157
    578 -578
1,335   450 885
886   467 419
    1,143 -1,143
    813 -813
2,065   1,098 967
1,394   381 1,013
540   1,070 -530
    145 -145
    424 -424
    686 -686
5,108   3,719 1,389
535   2,096 -1,561
323   854 -531
134   110 24
418   590 -172
2,103   2,096 7
850   574 276
    535 -535
2,664   989 1,675
    582 -582
    581 -581
974   250 724
2,507   122 2,385
    981 -981
1,893   499 1,394
2,555   974 1,581
241   138 103
    1,133 -1,133
1,016   67 949
    693 -693
    707 -707
    479 -479
    106 -106
6,154   2,065 4,089
1,511   1,478 33
1,805   598 1,207
    201 -201
861   86 775
607   558 49
141   30 111
276   534 -258
    128 -128
314   132 182
    2,596 -2,596
    132 -132
    1,925 -1,925
4,101   1,470 2,631
114   116 -2
72   54 18
1,428   70 1,358
    621 -621
409   735 -326
    712 -712
943   129 814
431   359 72
150   124 26
508   342 166
1,128   936 192
1,221   637 584
170   91 79
609   733 -124
9,939   11,048 -1,109
    1,138 -1,138
3,592   1,275 2,317
    326 -326
    6,710 -6,710
    6,405 -6,405
399   704 -305
8,457   84 8,373
    627 -627
1,645   407 1,238
376   717 -341
1,048   56 992
    559 -559
    253 -253
1,201   1,464 -263
2,903   2,662 241
357   318 39
735   494 241
401   255 146
749   90 659
    298 -298
1,630   291 1,339
    1,273 -1,273
    380 -380
459   670 -211
1,602   817 785
369   643 -274
374   446 -72
1,037   801 236
455   356 99
1,864   887 977
2,517   439 2,078
    1,611 -1,611
468   238 230
1,624   713 911
387   667 -280
209   116 93
3,948   587 3,361
    1,246 -1,246
    1,775 -1,775
392   325 67
458   523 -65
156   159 -3
1,632   518 1,114
    142 -142
    654 -654
440   520 -80
980   583 397
2,995   267 2,728
    763 -763
102   70 32
409   308 101
422   688 -266
1,082   149 933
    640 -640
533   289 244
5,651   2,158 3,493
    960 -960
140   188 -48
591   496 95
2,444   446 1,998
    1,035 -1,035
409   640 -231
444   313 131
370   436 -66
270   289 -19
1,528   1,538 -10
2,585   668 1,917
    493 -493
    491 -491
3,112   1,122 1,990
1,572   1,566 6
1,129   623 506
643   556 87
632   832 -200
1,392   873 519
414   93 321
414   93 321
266   717 -451
56   35 21
567   343 224
2,067   472 1,595
    1,258 -1,258
1,294   510 784
    170 -170
474   851 -377
1,765   1,168 597
1   1 0
31   12 19
      0
1,263   552 711
2,753   842 1,911
2,144   1,558 586
3,644   2,633 1,011
721   669 52
    416 -416
698   302 396
716   50 666
506   1,327 -821
92   226 -134
4,386   558 3,828
    337 -337
2,419   473 1,946
430   551 -121
406   298 108
    51 -51
98   65 33
861   463 398
1,025   155 870
339   52 287
5,221   5,689 -468
    3,209 -3,209
35,556   50,000 -14,444
546   669 -123
104   51 53
1,579   1,303 276
395   333 62
657   395 262
4,436   91 4,345
    586 -586
    734 -734
    561 -561
1,275   1,407 -132
1,309   991 318
2,138   1,699 439
83   78 5
1,272   1,031 241
756   485 271
804   634 170
118   79 39
1,570   544 1,026
255   113 142
4,257   1,351 2,906
368   362 6
1,501   1,069 432
2,288   598 1,690
107   92 15
1,481   1,154 327
785   720 65
620   505 115
217   169 48
369   913 -544
699   373 326
    383 -383
291   205 86
693   342 351
912   342 570
2,401   1,545 856
1,422   1,026 396
894   406 488
7,475   3,105 4,370
    1,230 -1,230
    955 -955
    578 -578
    739 -739
9,947   9,947 0
136   116 20
2,299   1,085 1,214
1,523   277 1,246
    75 -75
1,002   207 795
1,161   785 376
53   43 10
1,039   140 899
    1,362 -1,362
2,683   5,669 -2,986
    1,598 -1,598
    1,214 -1,214
424   631 -207
    224 -224
166   223 -57
61   59 2
239   136 103
367   517 -150
23,063   24,896 -1,833
27,797   10,571 17,226
    17,605 -17,605
10,000   10,354 -354
23,477   25,506 -2,029
14,852   15,455 -603
750,000   750,000 0
56,476   50,091 6,385
389   37 352
    76 -76
    107 -107
539   216 323
1,378   862 516
203   169 34
41,709   43,000 -1,291
1,348   621 727
9,773   9,864 -91
4,714   2,323 2,391
2,094   1,033 1,061
1,389   1,747 -358
1,259   454 805
    491 -491
207   105 102
342   274 68
389   485 -96
379   698 -319
1,434   999 435
1,384   504 880
    710 -710
574   108 466
    290 -290
392   297 95
1,367   347 1,020
    182 -182
    359 -359
1,547   352 1,195
537   714 -177
25,648     25,648
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       525
b       56
c       108
d       858
e       1,089
      424
      -24
      -795
      -591
      -1,442
      -461
      -267
      -49
      992
      36
      337
      260
      -247
      1,990
      1,158
      -833
      1,229
      13,131
      -722
      1,163
      69
      -25
      452
      1,941
      -243
      361
      179
      2,997
      -1
      -467
      265
      -117
      361
      59
      157
      30
      157
      -548
      -1,073
      2,934
      -160
      38
      9
      -305
      423
      1,042
      -169
      -1,686
      7,935
      -2,083
      267
      1,992
      -712
      1,268
      -347
      -97
      1,028
      2,011
      266
      2,347
      250
      1,078
      2,705
      1,064
      -1
      127
      -7,595
      8,646
      -395
      216
      717
      -682
      513
      -211
      5,040
      -2,729
      -742
      1,160
      -1,348
      -4,285
      100
      1,482
      1,270
      1,042
      1,804
      -459
      -354
      -199
      -509
      1,489
      55
      -164
      337
      -473
      -8,844
      -80
      260
      91
      -37
      -5
      2
      -4
      47
      1,777
      -1,404
      1,348
      3,137
      1,787
      -411
      760
      -266
      -535
      1,157
      -578
      885
      419
      -1,143
      -813
      967
      1,013
      -530
      -145
      -424
      -686
      1,389
      -1,561
      -531
      24
      -172
      7
      276
      -535
      1,675
      -582
      -581
      724
      2,385
      -981
      1,394
      1,581
      103
      -1,133
      949
      -693
      -707
      -479
      -106
      4,089
      33
      1,207
      -201
      775
      49
      111
      -258
      -128
      182
      -2,596
      -132
      -1,925
      2,631
      -2
      18
      1,358
      -621
      -326
      -712
      814
      72
      26
      166
      192
      584
      79
      -124
      -1,109
      -1,138
      2,317
      -326
      -6,710
      -6,405
      -305
      8,373
      -627
      1,238
      -341
      992
      -559
      -253
      -263
      241
      39
      241
      146
      659
      -298
      1,339
      -1,273
      -380
      -211
      785
      -274
      -72
      236
      99
      977
      2,078
      -1,611
      230
      911
      -280
      93
      3,361
      -1,246
      -1,775
      67
      -65
      -3
      1,114
      -142
      -654
      -80
      397
      2,728
      -763
      32
      101
      -266
      933
      -640
      244
      3,493
      -960
      -48
      95
      1,998
      -1,035
      -231
      131
      -66
      -19
      -10
      1,917
      -493
      -491
      1,990
      6
      506
      87
      -200
      519
      321
      321
      -451
      21
      224
      1,595
      -1,258
      784
      -170
      -377
      597
      0
      19
      0
      711
      1,911
      586
      1,011
      52
      -416
      396
      666
      -821
      -134
      3,828
      -337
      1,946
      -121
      108
      -51
      33
      398
      870
      287
      -468
      -3,209
      -14,444
      -123
      53
      276
      62
      262
      4,345
      -586
      -734
      -561
      -132
      318
      439
      5
      241
      271
      170
      39
      1,026
      142
      2,906
      6
      432
      1,690
      15
      327
      65
      115
      48
      -544
      326
      -383
      86
      351
      570
      856
      396
      488
      4,370
      -1,230
      -955
      -578
      -739
      0
      20
      1,214
      1,246
      -75
      795
      376
      10
      899
      -1,362
      -2,986
      -1,598
      -1,214
      -207
      -224
      -57
      2
      103
      -150
      -1,833
      17,226
      -17,605
      -354
      -2,029
      -603
      0
      6,385
      352
      -76
      -107
      323
      516
      34
      -1,291
      727
      -91
      2,391
      1,061
      -358
      805
      -491
      102
      68
      -96
      -319
      435
      880
      -710
      466
      -290
      95
      1,020
      -182
      -359
      1,195
      -177
      25,648
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 2 100,181
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 2,853
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 2,853
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 2,853
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 1,300
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 1,300
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 1,553
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 arrowWELLS FARGO BANK Telephone no.right arrow (855) 739-2921

Located atright arrow100 N MAIN ST D4001-065WINSTON SALEMNC ZIP+4right arrow27101
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 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
ROBERT M FREEMAN JR DIRECTOR
1.00 		0 0 0
55 SADIE DRIVE
MANAKIN SABOT,VA23103
CAMERON F FURGAL DIRECTOR
1.00 		0 0 0
608 LASSWELL CT SW
LEESBURG,VA20175
MARGARET F HABENICHT DIRECTOR
1.00 		0 0 0
3708 LISETER GARDENS
NEWTON SQUARE,PA19073
ELIZABETH F CURTIN DIRECTOR
1.00 		0 0 0
AVENUE DE MONTEHOISI
  LAUSAANE  
SZ
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (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  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (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
5,324,328
b
Average of monthly cash balances.......................
1b
561,670
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
5,885,998
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
5,885,998
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
88,290
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
5,797,708
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
289,885
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
289,885
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
2,853
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,853
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
287,032
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
287,032
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
287,032
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
300,000
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
300,000
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 7 287,032
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 39,101
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......  
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$ 300,000
a Applied to 2023, but not more than line 2a 39,101
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..... 260,899
e Remaining amount distributed out of corpus 0
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 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 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 .......... 		26,133
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 ...... 		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....  
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

BLUE SKY FUND

PO BOX 8108
RICHMOND,VA23223 		NONE PUBLIC CHARITY BLUE SKY FUND EXPLORERS PROGRAM 10,000

CHESAPEAKE BAY FOUNDATION

6 HERNDON AVENUE
ANNAPOLIS,MD23219 		NONE PUBLIC CHARITY SUPPORTING VA OPERATIONS 30,000

CHILDREN'S MUSEUM OF RICHMOND

2626 WEST BROAD ST
RICHMOND,VA23220 		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 25,000

CHILDREN'S SCHOLARSHIP FOUNDATION

1500 WALNUT STREET STE 1300
PHILADELPHIA,PA19102 		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 2,000

COMMUNITY VOLUNTEERS IN MEDICINE INC

300 B LAWRENCE DR
WEST CHESTER,PA19380 		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 2,500

CROSSOVER MINISTRY INC

8600 QUIOCCASIN RD
RICHMOND,VA23229 		NONE PUBLIC CHARITY HEATLHCARE FOR LOW INCOME UNINSURED CHILDREN IN VA 10,000

CROSSROADS RHODE ISLAND

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

EASTER SEALS NCVA

5171 GLENWOOD AVENUE
RALEIGH,NC27612 		NONE PUBLIC CHARITY GENERAL OPERATING FUND 5,000

EMERGENCY SHELTER INC

PO BOX 5222
RICHMOND,VA23220 		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 10,000

FAMILY PANTRY OF CAPE COD

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

FEED MORE INC

1415 RHOADMILLER STREET
RICHMOND,VA23220 		NONE PUBLIC CHARITY PROJECT/PROGRAM SUPPORT 15,000

FULL CIRCLE GRIEF CENTER

10611 PATTERSON AVE STE 201
RICHMOND,VA23238 		NONE PUBLIC CHARITY HANDS ON HEALING GRIEF GROUPS 10,000

GREATER RICHMOND SCAN-STOP CHILD

103 E GRACE STREET
RICHMOND,VA23219 		NONE PUBLIC CHARITY CASA (COURT APPOINTED SPECIAL ADVOCATES) 10,000

HELPHOPELIVE INC

2 RADNOR CORPORATE CENTER SUITE 100
RADNOR,PA19087 		NONE PUBLIC CHARITY LIVE IT UP! 1,000

HENRICO COUNTY COURT APPOINTED

3001 HUNGARY SPRING ROAD
HENRICO,VA23228 		NONE PUBLIC CHARITY CHAMPIONING HOPE 10,000

HOLLINS UNIVERSITY

7916 WILLIAMSON RD
ROANOKE,VA24020 		NONE PUBLIC CHARITY ANNUAL FUND 2,000

LITTLE HANDS OF VIRGINIA INC

3707 SAUNDERS AVE
RICHMOND,VA23227 		NONE PUBLIC CHARITY FIRST STEPS LITTLE HANDS VA WAREHOUSE COMPLETION 10,000

LOUDOUN HUNGER RELIEF

750 MILLER DR 110
LEESBURG,VA20175 		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 3,500

MAGGIE WALKER COMMUNITY LAND TRUST

203 NORTH ROBINSON STREET
RICHMOND,VA23220 		NONE PUBLIC CHARITY EMPOWERING COMMUNITIES THRU SUSTAINABLE HOMEOWNERSHIP 10,000

MOBILE HOPE ASSOCIATION

302 PARKER COURT SE
LEESBURG,VA20175 		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 3,500

NEXTUP RVA

2108 W LABURNAM AVE
RICHMOND,VA23227 		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 10,000

A PLACE OF MIRACLES

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

REESTABLISH RICHMOND

PO BOX 14680
RICHMOND,VA23221 		NONE PUBLIC CHARITY NEWCOMER INTEGRATION: A CLIENT CENTERED APPROACH 10,000

RHODE ISLAND COMMUNITY FOOD BANK

200 NIANTIC AVE
PROVIDENCE,RI02907 		NONE PUBLIC CHARITY ADDRESSING THE INCREASED NEED FOR FOOD ASSISTANCE 5,000

ROBINSON THEATRE COMMUNITY ARTS

2903 Q ST
RICHMOND,VA23223 		NONE PUBLIC CHARITY AFTER SCHOOL PROGRAMS & SUMMER CAMPS 10,000

SEVEN LOAVES SERVICES INC

PO BOX 1924
MIDDLEBURG,VA20118 		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 2,500

SOUTHERN ENVIRONMENTAL LAW CENTER

120 GARRETT ST
CHARLOTTESVILLE,VA22902 		NONE PUBLIC CHARITY CHALLENGE GRANT 25,000

ST ANDREWS PRESBYTERIAN COLLEGE

1700 DOGWOOD MILE ST
LAURINBURG,NC28352 		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 10,000

THE SOCIETY OF ST ANDREW INC

3383 SWEET HOLLOW ROAD
BIG ISLAND,VA24526 		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 7,500

THE VISUAL ARTS CENTER OF RICHMOND

1812 W MAIN ST
RICHMOND,VA23220 		NONE PUBLIC CHARITY FREE ART PROGRAMMING FOR YOUTH IN COMMUNITY WITH PARTNERSHIP 10,000

VIRGINIA POVERTY LAW CENTER

919 EAST MAIN STREET SUITE 610
RICHMOND,VA23219 		NONE PUBLIC CHARITY BREAKING THE CYCLE OF POVERTY THROUGH LEGAL AID 10,000

VIRGINIA REPERTORY THEATRE

114 W BROAD ST
RICHMOND,VA23220 		NONE PUBLIC CHARITY VA REP EDUCATION PROGRAMMING & STUDENT MATINEES 10,000

WINDY HILL FOUNDATION INC

PO BOX 1593
MIDDLEBURG,VA20118 		NONE PUBLIC CHARITY GENERAL OPERATING SUPPPORT 2,500

SHALOM FARMS

PO BOX 11043
RICHMOND,VA23230 		NONE PUBLIC CHARITY MOBILE MARKET 5,000
Total .................................right arrow 3a 300,000
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 ........... 		         
4 Dividends and interest from securities ....     14 160,009  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....     14    
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 100,181  
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) .. 0 260,190 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
260,190
(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
FREEMAN FAMILY FOUNDATION
 
Employer identification number

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

$ 358,982


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

$  


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

$  


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
FREEMAN FAMILY FOUNDATION
  		Employer identification number

82-3614440
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
FREEMAN FAMILY FOUNDATION
  		Employer identification number

82-3614440
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
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:
FREEMAN FAMILY FOUNDATION
EIN:
82-3614440
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEES 3,200 1,600   0

TY 2024 InvestmentsCorpBondsSchedule
Name:
FREEMAN FAMILY FOUNDATION
EIN:
82-3614440
Name of Bond End of Year Book Value End of Year Fair Market Value
CORPORATE BONDS 358,751 353,535

TY 2024 InvestmentsCorpStockSchedule
Name:
FREEMAN FAMILY FOUNDATION
EIN:
82-3614440
Name of Stock End of Year Book Value End of Year Fair Market Value
EQUITIES 2,506,542 3,627,499

TY 2024 InvestmentsGovtObligationsSch
Name:
FREEMAN FAMILY FOUNDATION
EIN:
82-3614440
US Government Securities - End of Year Book Value:

415,074
US Government Securities - End of Year Fair Market Value:

409,794
State & Local Government Securities - End of Year Book Value:


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


0


TY 2024 InvestmentsOtherSchedule2
Name:
FREEMAN FAMILY FOUNDATION
EIN:
82-3614440
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
REAL ESTATE FUNDS AT COST 348,849 409,028
MUTUAL FUNDS AT COST 389,171 380,700
ALTERNATIVE INVESTMENTS AT COST 338,204 339,854

TY 2024 OtherIncreasesSchedule
Name:
FREEMAN FAMILY FOUNDATION
EIN:
82-3614440
Description Amount
ADJUSTMENT TO COST BASIS 4,832
MERGER - ADJUSTMENT TO BASIS 90


TY 2024 OtherProfessionalFeesSchedule
Name:
FREEMAN FAMILY FOUNDATION
EIN:
82-3614440
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 3,949 3,949   0
INVESTMENT MANAGEMENT FEES 48,725 48,725   0


TY 2024 TaxesSchedule
Name:
FREEMAN FAMILY FOUNDATION
EIN:
82-3614440
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX PAYMENTS 1,295 0   0
EXCISE TAX PAYMENTS 1,300 0   0
FOREIGN TAX 667 667   0
FOREIGN TAX 12 12   0