Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
THE OAK HILL FUND
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1624
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHARLOTTESVILLE, VA22902
A Employer identification number

31-1810011
B Telephone number (see instructions)

(434) 220-0083
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$83,598,521J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,777,934 1,777,934  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 16,330,477
b Gross sales price for all assets on line 6a 80,358,664
7 Capital gain net income (from Part IV, line 2)... 16,330,477
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
92,506 1,343  
12 Total. Add lines 1 through 11........ 18,200,917 18,109,754  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 415,644 92,138   323,506
14 Other employee salaries and wages...... 419,172 83,026   336,146
15 Pension plans, employee benefits....... 298,641 44,902   253,739
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
4,512 0   4,512
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
49,855 9,677   40,178
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
483,059 360,422   122,637
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
80,782 0   710
19 Depreciation (attach schedule) and depletion... 2,422 0  
20 Occupancy.............. 126,826 0   126,826
21 Travel, conferences, and meetings....... 13,637 0   13,637
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
90,831 0   85,778
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,985,381 590,165   1,307,669
25 Contributions, gifts, grants paid....... 2,713,600 2,221,725
26 Total expenses and disbursements. Add lines 24 and 25 4,698,981 590,165   3,529,394
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 13,501,936
b Net investment income (if negative, enter -0-) 17,519,589
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 2,740,330 829,279 829,279
2 Savings and temporary cash investments......... 1,995,619 8,013,140 8,013,140
3 Accounts receivable right arrow111,929
Less: allowance for doubtful accounts right arrow   26,884 111,929 111,929
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 9,993 10,514 10,514
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 76,010,554 Click to see attachment
List of Attached Documents:
// Content
74,095,870 		74,095,870
14 Land, buildings, and equipment: basis right arrow166,070
Less: accumulated depreciation (attach schedule) right arrow160,833 8,333 5,237 5,237
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
728,856 		Click to see attachment
List of Attached Documents:
// Content
532,552 		Click to see attachment
List of Attached Documents:
// Content
532,552
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 81,520,569 83,598,521 83,598,521
Liabilities 17 Accounts payable and accrued expenses.......... 45,269 2,291
18 Grants payable................. 1,061,500 1,553,375
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
1,343,595 		Click to see attachment
List of Attached Documents:
// Content
884,290
23 Total liabilities (add lines 17 through 22)......... 2,450,364 2,439,956
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........... 79,070,205 81,158,565
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)..... 79,070,205 81,158,565
30 Total liabilities and net assets/fund balances (see instructions). 81,520,569 83,598,521
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
79,070,205
2
Enter amount from Part I, line 27a .....................
2
13,501,936
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
92,572,141
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
11,413,576
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
81,158,565
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 GLENMEDE INVESTMENTS P    
b CAPITAL GAINS DIVIDENDS P    
c COHO PARTNERS LTD P    
d COHO PARTNERS ESG FUND P    
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 75,722,297   60,709,426 15,012,871
b 1,689,105     1,689,105
c 1,317,238   1,430,849 -113,611
d 1,630,024   1,887,912 -257,888
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       15,012,871
b       1,689,105
c       -113,611
d       -257,888
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 16,330,477
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) 1 243,522
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........................... 3 243,522
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- ..... 5 243,522
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 352,231
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.............. 7 352,231
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 108,709
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow108,709 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 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 arrowWWW.OAKHILLFUND.ORG
14
The books are in care ofright arrowTHE OAK HILL FUND Telephone no.right arrow (434) 220-0083

Located atright arrowPO BOX 1624CHARLOTTESVILLEVA ZIP+4right arrow229021624
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 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)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 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
TODD A EDGERTON PRESIDENT/TREASURER
40.00 		232,802 104,354 0
PO BOX 1624
CHARLOTTESVILLE,VA22902
LEIGH W EDGERTON SECRETARY
20.00 		78,488 0 0
PO BOX 1624
CHARLOTTESVILLE,VA22902
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
JASON E HALBERT EXECUTIVE DIRECTOR
40.00 		230,428 119,353 0
PO BOX 1624
CHARLOTTESVILLE,VA22902
ANNE K O'BRIEN PROG & GRANTS
40.00 		92,607 29,257 0
PO BOX 1624
CHARLOTTESVILLE,VA22902
JULIA P SCHAFF FINANCIAL MANAGER
40.00 		93,802 21,032 0
PO BOX 1624
CHARLOTTESVILLE,VA22902
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
HARDING LOEVNER FUNDS INC INVESTMENT MGMT 80,329
801 S CANAL ST
CHICAGO,IL60607
COHO PARTNERS LTD INVESTMENT MGMT 79,795
801 CASSATT RD SUITE 100
BERWYN,PA19312
PARNASSUS FUNDS INVESTMENT MGMT 74,579
1 MARKET ST STE 1600
SAN FRANCISCO,CA94105
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1 THE FUND HAS NO DIRECT CHARITABLE ACTIVITY 0
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1 THE FUND HAS NO PROGRAM-RELATED INVESTMENTS 0
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (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
81,967,355
b
Average of monthly cash balances.......................
1b
184,922
c
Fair market value of all other assets (see instructions)................
1c
151,909
d
Total (add lines 1a, b, and c).........................
1d
82,304,186
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
82,304,186
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,234,563
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
81,069,623
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
4,053,481
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
4,053,481
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
243,522
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
243,522
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
3,809,959
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
3,809,959
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
3,809,959
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
3,529,394
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
3,529,394
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 3,809,959
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 2,552,822
b From 2020...... 2,289,900
c From 2021...... 1,933,467
d From 2022...... 1,573,295
e From 2023...... 1,614,452
f Total of lines 3a through e ........ 9,963,936
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 3,529,394
a Applied to 2023, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 3,529,394
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 280,565 280,565
(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 9,683,371
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		2,272,257
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		7,411,114
10 Analysis of line 9:
a Excess from 2020.... 2,289,900
b Excess from 2021.... 1,933,467
c Excess from 2022.... 1,573,295
d Excess from 2023.... 1,614,452
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 e-mail address of the person to whom applications should be addressed:
THE OAK HILL FUND
PO BOX 1624
CHARLOTTESVILLE,VA22902
(434) 220-0083
bThe form in which applications should be submitted and information and materials they should include:
THE OAK HILL FUND UTILIZES AN ON-LINE GRANTS MANAGEMENT SYSTEM. POTENTIAL GRANTEES MAY SUBMIT APPLICATION MATERIALS PER WRITTEN GUIDELINES FOUND AT WWW.OAKHILLFUND.ORG.
cAny submission deadlines:
SEE STATEMENT FOR LINE 2A
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
GRANTS ARE MADE ONLY TO ORGANIZATIONS EXEMPT FROM TAX UNDER IRC SECTION 501(C)(3).
Form 990-PF (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

REPRO RISING VIRGINIA FOUNDATION

PO BOX 1204
ALEXANDRIA,VA22313 		  PC TO BUILD AND MAINTAIN A PIPELINE FOR EVERYDAY PEOPLE TO SERVE AS ADVOCATES FOR ACCESS TO REPRODUCTIVE FREEDOM THROUGH THEIR VIRGINIA ADVOCATES FOR ACCESS INITIATIVE. SPECIFIC PROGRAMS INCLUDE: 1) CHANGING MINDS THROUGH STORYTELLING TRAINING PROGRAM; 2) REPRO ON THE RECORD PUBLIC EVENTS AND ACTIVITIES; 3) RISE UP FOR REPRO: STUDENT ADVOCACY FELLOWSHIP PROGRAM; AND 4) THE ADVOCATES FOR LOCAL ACCESS INITIATIVE 100,000

WOMEN'S EMERGENCY NETWORK INC

PO BOX 566392
MIAMI,FL33256 		  PC CONTINUED SUPPORT TO SUBSIDIZE THE COST OF ABORTION CARE AND LARCS FOR PEOPLE NEEDING ASSISTANCE IN FLORIDA: $75,000 TOWARDS ABORTION CARE (INCLUDING TRAVEL AND LODGING ASSISTANCE; $25,000 EACH TOWARDS LARCS AND A CASE MANAGER/SOCIAL WORKER TO HELP WITH LOGISTICS. 100,000

INSIDE CLIMATE NEWS

26 COURT ST STE 1617
BROOKLYN,NY112421116 		  PC TO SUPPORT THE EXPANSION OF CLIMATE, ENVIRONMENT AND JUSTICE REPORTING IN THE SOUTHEAST, WITH A FOCUS ON VIRGINIA, NORTH CAROLINA, AND SOUTH CAROLINA. THE GOAL IS TO DEEPEN AND BROADEN PUBLIC CONVERSATION AND ACCOUNTABILITY RELATED TO CLIMATE AND ENERGY ISSUES IN THE SOUTHEAST. 50,000

MOTHERS OUT FRONT

PO BOX 55071
BOSTON,MA022055071 		  PC TO CONTINUE TO ADVOCATE FOR POLICY CHANGES THAT WILL ADVANCE ENERGY DEMOCRACY, WHILE BUILDING SUSTAINABLE LOCAL CAPACITY AND LEADERSHIP. EXAMPLES ARE TO ORGANIZE WITH ALLIES AGAINST ALL PROPOSED FOSSIL FUEL INFRASTRUCTURE PROJECTS IN VIRGINIA AND ADVOCATE FOR FUNDING TO FULLY IMPLEMENT THE ELECTRIC SCHOOL BUS BILL. 50,000

FEEDING GREENE INC THE FOOD PANTRY OF GREENE COUNTY

PO BOX 13
STANARDSVILLE,VA229730013 		  PC GENERAL SUPPORT 25,000

VIRGINIA CONSERVATION NETWORK

701 E FRANKLIN STREET SUITE 800
RICHMOND,VA23219 		  PC TO IMPLEMENT A YEAR-LONG PLAN TO FACILITATE DISCUSSION AMONG ENVIRONMENTAL GROUPS WITH DIFFERING VIEWS ON INDUSTRIAL SOLAR AND HB206, WHICH AIMED TO MITIGATE IMPACTS OF SOLAR DEVELOPMENT ON "PRIME AGRICULTURAL SOILS AND FOREST LANDS" BUT ALSO SLOWED THE DECARBONIZATION OF VIRGINIA'S ENERGY SECTOR. 20,000

CHARLOTTESVILLE FREE CLINIC

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

ALZHEIMER'S ASSOCIATION

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

GEORGIAS FRIENDS

308 DICE STREET
CHARLOTTESVILLE,VA22903 		  PC GENERAL SUPPORT 5,000

SHELTER FOR HELP IN EMERGENCY

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

JAMES RIVER ASSOCIATION

16 SOUTH 17TH STREET SUITE 100
RICHMOND,VA23219 		  PC GENERAL SUPPORT FOR ALL RIVER PROTECTION AND ADVOCACY ACTIVITIES RELATED TO AGRICULTURAL BMPS, WETLAND AREAS, STORMWATER MANAGEMENT, PFAS, BACTERIA MONITORING, COAL ASH STORAGE, CHLOROPHYLL MONITORING, FISH PASSAGE, AND VOLUNTEER PROGRAMS, TO NAME JUST A FEW. 85,000

DC ABORTION FUND

PO BOX 65061
WASHINGTON,DC20035 		  PC TO HELP PAY FOR ABORTION CARE FOR ANYONE LIVING IN OR TRAVELING TO THE DC REGION. THERE ARE NO RESTRICTIONS OR REQUIREMENTS AS LONG AS THE ABORTION IS PERFORMED AT A CLINIC IN THE REGION. 80,000

LOWER SUSQUEHANNA RIVERKEEPER ASSOCIATION

2098 LONG LEVEL RD
WRIGHTSVILLE,PA173689038 		  PC GENERAL SUPPORT FOR OPERATIONS, WATER QUALITY MONITORING PROGRAMS, AND CAPACITY BUILDING: BACTERIA ANALYSIS OF 200 SAMPLES AND THE WATER WATCHDOGS PROGRAM, PLUS ENGINEERING, COMMUNICATIONS, WEBSITE, AND GRANT WRITING CONSULTING. 80,000

PRO-CHOICE NORTH CAROLINA FOUNDATION

4711 HOPE VALLEY ROAD STE 4F-509
DURHAM,NC27707 		  PC TO CAMPAIGN THE TOWN OF CARRBORO, DURHAM COUNTY, AND THE CITY OF ASHEVILLE TO ESTABLISH RECURRING BUDGET FUNDING TO PROVIDE LOGISTICAL SUPPORT--TRAVEL, CHILDCARE, AND LODGING--FOR RESIDENTS SEEKING ABORTION CARE, BY ENGAGING AND ORGANIZING COMMUNITY MEMBERS, LOCAL ELECTED OFFICIALS, AND ALLIED PARTNER ORGANIZATIONS. 75,000

ACLU OF KENTUCKY FDTN INC

325 W MAIN ST SUITE 2210
LOUISVILLE,KY402023820 		  PC CONTINUED SUPPORT FOR THEIR REPRODUCTIVE JUSTICE-DEDICATED ATTORNEY'S WORK 1) TO RESTORE ABORTION ACCESS IN KENTUCKY, 2) ON BEHALF OF ABORTION ACCESS GROUPS, TO RESEARCH LEGAL QUESTIONS RELATED TO ASSISTING KENTUCKIANS SEEKING OUT-OF-STATE ABORTION CARE, AND 3) FIGHT BACK AGAINST EXPECTED ATTACKS AGAINST BIRTH CONTROL AND FURTHER CRIMINALIZATION OF ABORTION CARE. 65,000

TBA FUND INC

690 MAIN STREET 27
SAFETY HARBOR,FL34695 		  PC TO HIRE TWO FULL-TIME STAFF MEMBERS TO MEET INCREASED NEED FOR SERVICES CAUSED BY THE 15-WEEK BAN, AND THE IMPENDING 6-WEEK BAN ON ABORTION 60,000

BLUE RIDGE AREA FOOD BANK

PO BOX 937
VERONA,VA244820937 		  PC GENERAL SUPPORT 50,000

CENTER FOR PROGRESSIVE REFORM

1250 CONNECTICUT AVE NW SUITE 700
WASHINGTON,DC20036 		  PC CONTINUED SUPPORT TO INVESTIGATE THE COINCIDENCE OF NITRATE POLLUTION, THE CONCENTRATION OF FACTORY FARMS, AND CONTAMINATED DRINKING WATER IN RURAL VIRGINIA. 50,000

COMMUNITY CLIMATE COLLABORATIVE

232 E HIGH STREET
CHARLOTTESVILLE,VA22902 		  PC TO CONTINUE AND EXPAND CURRENT PROGRAMS, WHICH ENGAGE THE LOCAL BUSINESS AND NON-PROFIT SECTORS IN CLIMATE SOLUTIONS: 1) CLIENT SERVICES PROGRAM FOR NON-PROFITS, 2) ENERGY EFFICIENCY GRANTS PROGRAM FOR SMALL AND MINORITY-OWNED BUSINESSES, 3) GREEN BUSINESS ALLIANCE EXPANSION OUTSIDE OF CHARLOTTESVILLE, 4) BROADER BUSINESS PARTNERSHIP PROGRAM, A "LIGHTER-TOUCH" PARTNERSHIP PROGRAM FOR THE COMMERCIAL SECTOR. 50,000

FEEDING GREENE INC THE FOOD PANTRY OF GREENE COUNTY

PO BOX 13
STANARDSVILLE,VA229730013 		  PC TO INSTALL A RUBBER MEMBRANE ROOF AND 64 PHONOS 545-WATT BIFACIAL SOLAR PANELS ON TOP OF THEIR 5,000-SQUARE-FOOT FLAT ROOF TO PRODUCE 34.9 KWDC. THIS SYSTEM WILL PRODUCE 99% OF THEIR ENERGY NEEDS. 50,000

UPSTATE FOREVER

507 PETTIGRU ST
GREENVILLE,SC29601 		  PC TO 1) PROMOTE THE ADOPTION OF MICROGRIDS AND ENERGY EFFICIENCY ESPECIALLY IN UNDERSERVED COMMUNITIES; 2) MOVE PROGRESSIVE STATEWIDE ENERGY POLICY FORWARD; 3) PROMOTE CLEAN POWER PLANS AND HOLD UTILITIES ACCOUNTABLE AT THE SC PSC; 4) ENCOURAGE COMMUNITIES TO EMBRACE ELECTRIC TRANSPORTATION; 5) EMPOWER COMMUNITIES TO ADVOCATE AGAINST THE DEVELOPMENT OF FOSSIL FUEL INFRASTRUCTURE; AND 6) ACT AS A WATCHDOG FOR HARMFUL ENERGY PROJECTS. 50,000

EMERGENCY MEDICAL ASSISTANCE INC

PO BOX 33552
PALM BEACH GARDENS,FL334203552 		  PC TO PROVIDE PROCEDURAL SUPPORT (ABORTION PROCEDURES, PRESCRIPTIONS, BLOOD-WORK, ULTRASOUNDS, ETC.) AND PRACTICAL SUPPORT (TRANSPORTATION, LODGING, FOOD, ETC.). TO PREGNANT ADULTS AND TEENAGERS WHO NEED AN ABORTION THEY CANNOT AFFORD. 40,000

ENVIRONMENT GEORGIA RESEARCH & POLICY CENTER

PO BOX 5207
ATLANTA,GA31107 		  PC CONTINUED SUPPORT FOR CLEAN ENERGY CITIES, EXPANDING TO OTHER CITIES AND WORKING WITH EXISTING CLEAN ENERGY CITIES TO PARTICIPATE IRA IMPLEMENTATION, AND SOLARIZE CAMPAIGNS, AIMING TO BUILD A CLEAN ENERGY FUTURE FOR GEORGIA. 40,000

LOAVES & FISHES FOOD PANTRY INC

2050 LAMBS RD
CHARLOTTESVILLE,VA22901 		  PC GENERAL SUPPORT 40,000

WILD EARTH ALLIES INC

2 WISCONSIN CIR STE 900
CHEVY CHASE,MD20815 		  PC TO 1) EXPAND RESTORATION, INTEGRATING NEW NATIVE TREE SPECIES SUCH AS AMERICAN ELM, TUPELO, AND BLACK GUM; 2) IMPLEMENT MONITORING AND ADAPTIVE MANAGEMENT OF ALL RESTORATION PLOTS, AND 3) ANALYZE DATA TO FURTHER DOCUMENT BEST MANAGEMENT PRACTICES FOR NATIVE TREE RESTORATION IN THE MID-ATLANTIC. 40,000

RETHINK ENERGY FLORIDA

PO BOX 1341
TALLAHASSEE,FL323021341 		  PC TO SUPPORT THE SOLAR ENERGY EQUITY DEPLOYMENT (SEED) PROJECT, WHICH AIMS TO INCREASE ACCESS TO SOLAR PV, INSULATION, WEATHERIZATION, AND ADAPTATION PROJECTS IN THE LMI NEIGHBORHOODS OF SOUTH CITY, MACON COMMUNITY, AND JAKE GAITHER COMMUNITY IN TALLAHASSEE, FL. 35,000

PLANNED PARENTHOOD SOUTH ATLANTIC

100 S BOYLAN AVE
RALEIGH,NC276031802 		  PC $50,000 TO SUPPORT PATIENT NAVIGATION PROGRAM STAFFING, $25,000 FOR PATIENT NAVIGATION SUBSIDIES, AND $25,000 TO FUND CONSENT APPOINTMENT TRAINING FOR ABORTIONS IN THE NORTH CAROLINA FAMILY PLANNING-ONLY CLINICS. 30,000

WATERKEEPERS CHESAPEAKE

PO BOX 11075
TAKOMA PARK,MD209131075 		  PC SECURING THE FUTURE OF THE CONOWINGO: TO PURSUE A LEGAL REMEDY TO THE LICENSE GRANTED TO CONSTELLATION TO OPERATE CONOWINGO DAM, WHICH INCLUDED NO OBLIGATION TO FUND RESTORATION ACTIVITIES. 25,000

JOHNS HOPKINS UNIVERSITY

600 N WOLFE STREET CARNEGIE 417
BALTIMORE,MD212876417 		  PC TO SUPPORT THE ALZHEIMER'S DISEASE RESEARCH CENTER 20,000

PIEDMONT COMMUNITY LAND TRUST

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

MANNA FOOD BANK

627 SWANNANOA RIVER RD
ASHEVILLE,NC288052445 		  PC DISASTER RELIEF 10,050

AMERICAN CIVIL LIBERTIES UNION FOUNDATION

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

CALVERT SCHOOL

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

CHARLOTTESVILLE TOMORROW

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

FOXCROFT SCHOOL

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

FRIENDS SCHOOL HAVERFORD

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

NATURAL RESOURCES DEFENSE COUNCIL

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

PLANNED PARENTHOOD SOUTH ATLANTIC

100 S BOYLAN AVE
RALEIGH,NC276031802 		  PC TO SUPPORT THE FALL LUNCHEON 10,000

THE INTERNATIONAL RESCUE COMMITTEE

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

THE SOCIETY OF SAINT ANDREW INC

3383 SWEET HOLLOW RD
BIG ISLAND,VA245268517 		  PC TO SUPPORT THE VIRGINIA GLEANING NETWORK PROGRAM, WHICH PARTNERS WITH FARMERS AND GROWERS WHO ALLOW SOSA VOLUNTEERS TO GLEAN EDIBLE FRUITS AND VEGETABLES LEFT BEHIND IN FIELDS AND PACKING HOUSES. THE FOOD GLEANED IS DISTRIBUTED FREE OF CHARGE TO HUNGER-RELIEF AGENCIES NEAR WHERE THE PRODUCE WAS HARVESTED. 10,000

THE ST PAUL'S SCHOOLS

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

VPM MEDIA CORPORATION

23 SESAME STREET
RICHMOND,VA23235 		  PC TO SUPPORT WVPT PUBLIC TELEVISION 10,000

WALSH PARK BENEVOLENT CORPORATION

PO BOX 684
FISHERS ISLE,NY063900684 		  PC GENERAL SUPPORT 10,000

WVTF PUBLIC RADIO

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

CAMP HOLIDAY TRAILS

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

CHARLOTTESVILLE-ALBEMARLE SPCA

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

NEW OPPORTUNITY SCHOOL FOR WOMEN INC

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

TOY LIFT CHARITIES

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

MANNA FOOD BANK

627 SWANNANOA RIVER RD
ASHEVILLE,NC288052445 		  PC DISASTER RELIEF 3,364

PUBLIC BROADCASTING OF COLORADO INC

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

WESTERN ALBEMARLE HIGH

5941 ROCKFISH GAP TURNPIKE
CROZET,VA22932 		  PC MONTHLY STAFF APPRECIATION EVENTS AS WELL AS TEACHER REQUESTED PROJECTS 3,000

CHARLOTTESVILLE-ALBEMARLE RESCUE SQUAD INC

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

LEAGUE OF WOMEN VOTERS OF THE CHARLOTTESVILLE AREA EDUCATION FUND

PO BOX 2786
CHARLOTTESVLE,VA22902 		  PC GENERAL SUPPORT 2,500

NATIONAL ORGANIZATION FOR ARTS IN HEALTH

3120 SOUTHWEST FWY STE 101
HOUSTON,TX770984520 		  PC TO SUPPORT TRAVEL TO ALEXANDRIA, EGYPT FOR THE ESTABLISHMENT OF A REGIONAL ARTS-IN-HEALTH PROGRAM. 2,500

NATIONAL ORGANIZATION FOR ARTS IN HEALTH

3120 SOUTHWEST FWY STE 101
HOUSTON,TX770984520 		  PC TO SUPPORT TRAVEL TO ALEXANDRIA, EGYPT FOR THE ESTABLISHMENT OF A REGIONAL ARTS-IN-HEALTH PROGRAM. 2,500

SERVICE DOGS OF VIRGINIA INC

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

THE RECTOR AND VISITORS OF THE UNIVERSITY OF VIRGINIA

2420 OLD IVY ROAD
CHARLOTTESVILLE,VA229044195 		  PC TO SUPPORT THE UVA BRAIN INSTITUTE 2,500

WESTERN ALBEMARLE RESCUE SQUAD

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

MEALS ON WHEELS OF CHARLOTTESVILLE-ALBEMARLE

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

PETENWELL AND CASTLE ROCK STEWARDS

PO BOX 164
NEKOOSA,WI54457 		  PC GENERAL SUPPORT 1,000

MANNA FOOD BANK

627 SWANNANOA RIVER RD
ASHEVILLE,NC288052445 		  PC DISASTER RELIEF 586

WILD VIRGINIA INCORPORATED

PO BOX 1065
CHARLOTTESVILLE,VA22902 		  PC GENERAL SUPPORT 250

ALZHEIMER'S ASSOCIATION

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

THE LONGLEAF ALLIANCE

12130 DIXON CENTER ROAD
ANDALUSIA,AL36420 		  PC TO 1) ENHANCE TARGETED TECHNICAL ASSISTANCE DELIVERY FOR LANDOWNERS TO RESTORE LONGLEAF PINE, 2) EXPAND AND UPDATE THE ARCGIS FIELD APP AND ONLINE DASHBOARD TO INCLUDE LONGLEAF TREE PLANTING, 3) DEVELOP A STRATEGIC OUTREACH AND ANALYSIS AND WORK PLAN TO PROACTIVELY ENGAGE KNOWN AND NEW LANDOWNERS IN PRIORITY LANDSCAPES, AND 4) DEVELOP A LONGLEAF BIODIVERSITY CREDIT MODEL TO GUIDE A FUTURE MARKET BASED ON PROVEN PROTOCOLS. 59,375

RIVANNA CONSERVATION ALLIANCE

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

THE VIRGINIA LEAGUE FOR PLANNED PARENTHOOD

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

PIEDMONT HOUSING ALLIANCE

682 BERKMAR CIRCLE
CHARLOTTESVILLE,VA22901 		  PC TO INCORPORATE SOLAR AND ENERGY STORAGE INTO THE REDEVELOPMENT OF FRIENDSHIP COURT. 150,000

VIRGINIA BASKETBALL ACADEMY FOUNDATION

PO BOX 2438
CHARLOTTESVLE,VA229022438 		  PC GENERAL SUPPORT 1,000

THE INGA FOUNDATION

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

THE FAISON CENTER

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

PARENT AND TEACHER SUPPORT ORGANIZATION OF J T HENLEY MIDDLE

5880 ROCKFISH GAP TPKE
CROZET,VA229323401 		  PC GENERAL SUPPORT FOR THE ANNUAL FUND RAISER 5,000

MUSICIANS UNITED TO SERVE THE YOUTH OF CHARLOTTESVILLE

105 RIDGE ST
CHARLOTTESVILLE,VA22902 		  PC GENERAL SUPPORT 3,000

LEAGUE OF WOMEN VOTERS OF THE CHARLOTTESVILLE AREA EDUCATION FUND

PO BOX 2786
CHARLOTTESVLE,VA22902 		  PC GENERAL SUPPORT 2,500
Total .................................right arrow 3a 2,221,725
bApproved for future payment

ALBEMARLE HOUSING IMPROVEMENT PROGRAM INC
2127 BERKMAR DRIVE
CHARLOTTESVILLE,VA22901 		  PC TO INVEST IN CRITICAL REHAB AND ENERGY-EFFICIENCY EFFORTS IN CHARLOTTESVILLE. THIS GRANT WILL RESULT IN THE COMPLETION OF FIVE OR MORE CRITICAL REHAB PROJECTS FOR LOW- AND VERY LOW-INCOME HOUSEHOLDS IN THE CITY. FUNDS SUPPORT THE CONSTRUCTION PIPELINE FROM INTAKE TO CLOSE-OUT--PROJECT PLANNING; CONSTRUCTION, AND MANAGEMENT. 200,000

BOOK TRUST
191 UNIVERSITY BLVD
DENVER,CO80206 		  PC GENERAL SUPPORT 200,000

HEALTHY REEFS FOR HEALTHY PEOPLE INC
1525 SW 5TH ST
FT LAUDERDALE,FL333127507 		  PC CONTINUED SUPPORT FOR THE HEALTHY REEFS INITIATIVE. 140,000

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

PLANNED PARENTHOOD OF THE ROCKY MOUNTAINS
7155 E 38TH AVE
DENVER,CO802071630 		  PC CONTINUED SUPPORT FOR THE RESPONSIBLE SEX EDUCATION INSTITUTE (RSEI) WHICH PROVIDES INTENTIONAL AND COMPREHENSIVE SEX EDUCATION. 100,000

ROATAN MARINE PARK INTERNATIONAL INC
PO BOX 80167
AUSTIN,TX78708 		  PC TO RESTORE THE POPULATIONS OF CRITICALLY ENDANGERED, ENDANGERED, AND VULNERABLE STONY CORAL SPECIES IN THE BAY ISLANDS AND NORTHERN COAST OF HONDURAS THROUGH MICROFRAGMENTATION AND ASSISTED SEXUAL REPRODUCTION. 75,000

THE LONGLEAF ALLIANCE
12130 DIXON CENTER ROAD
ANDALUSIA,AL36420 		  PC TO 1) ENHANCE TARGETED TECHNICAL ASSISTANCE DELIVERY FOR LANDOWNERS TO RESTORE LONGLEAF PINE, 2) EXPAND AND UPDATE THE ARCGIS FIELD APP AND ONLINE DASHBOARD TO INCLUDE LONGLEAF TREE PLANTING, 3) DEVELOP A STRATEGIC OUTREACH AND ANALYSIS AND WORK PLAN TO PROACTIVELY ENGAGE KNOWN AND NEW LANDOWNERS IN PRIORITY LANDSCAPES, AND 4) DEVELOP A LONGLEAF BIODIVERSITY CREDIT MODEL TO GUIDE A FUTURE MARKET BASED ON PROVEN PROTOCOLS. 59,375

THE HAVEN AT FIRST & MARKET
112 WEST MARKET ST
CHARLOTTESVLE,VA229025025 		  PC GENERAL SUPPORT 15,000

BAY ISLANDS CONSERVATION ASSOCIATION INC
11711 RAINTREE VILLAGE BLVD APT C
TEMPLE TERR,FL336172741 		  PC TO IMPROVE THE OF SOLID WASTE AND SEWAGE MANAGEMENT ON THE ISLANDS OF ROATAN, UTILA AND GUANAJA BY PROMOTING WASTE MANAGEMENT STRATEGIES TO THE PUBLIC AND PRIVATE SECTORS AND BEHAVIOR CHANGE THROUGH AWARENESS AND EDUCATION. 75,000

CORAL REEF ALLIANCE
548 MARKET STREET SUITE 29802
SAN FRANCISCO,CA94104 		  PC TO 1) OPERATIONALIZE THE WASTEWATER TREATMENT FACILITY RECENTLY CONSTRUCTED IN COXEN HOLE, ROATAN, HONDURAS AND 2) DEVELOP COMPREHENSIVE GOVERNANCE PLANS AND DETAILED COST ANALYSES TO ADVANCE WASTEWATER TREATMENT PROJECTS IN ROATN, GUANAJA, UTILA, TELA, COZUMEL, AND CAYE CAULKER. 75,000

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

PACEM
PO BOX 14
CHARLOTTESVILLE,VA229020014 		  PC GENERAL SUPPORT 15,000

BROWNSVILLE ELEMENTARY SCHOOL PARENT TEACHER ORGANIZATION
5870 ROCKFISH GAP TPKE
CROZET,VA229323401 		  PC FUND DRIVE! 2024 FOR BROWNSVILLE PTO 3,000

PROTECT OUR WINTERS
1919 14TH ST SUITE 700
BOULDER,CO80302 		  PC GENERAL SUPPORT 3,000

RECLAIMED HOPE INITIATIVE
911 E JEFFERSON ST
CHARLOTTESVILLE,VA22903 		  PC GENERAL SUPPORT 3,000
Total ................................. right arrow 3b 1,103,375
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 1,777,934  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 16,330,477  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INVESTMENT INCOME 		    14 1,343  
bREALIZED LOSS ON SALE OF EQUIPMENT     18 -624  
cEMPLOYEE RETENTION CREDIT INCOME     01 91,787  
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 18,200,917 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
18,200,917
(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

TY 2024 AccountingFeesSchedule
Name:
THE OAK HILL FUND
EIN:
31-1810011
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
AUDIT AND TAX PREPARATION FEES 49,855 9,677   40,178

TY 2024 InvestmentsOtherSchedule2
Name:
THE OAK HILL FUND
EIN:
31-1810011
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
VANGUARD SMALL CAP INDEX (VSCIX) AT COST 6,355,565 6,355,565
FIDELITY INTERMEDIATE TREASURY BOND INDEX (FUAMX) AT COST 8,332,435 8,332,435
BRECKINRIDGE INTERMEDIATE SUS GOV CREDIT AT COST 5,162,787 5,162,787
DFA US SUSTAINABILITY CORE ONE PORT (DFSIX) AT COST 4,067,233 4,067,233
FIDELITY CONCORD STR TR 500 IDX I (FXAIX) AT COST 17,833,609 17,833,609
PARAMETRIC LARGE CAP AT COST 6,676,709 6,676,709
CALVERT SMALL CAP FUND (CALRX) AT COST 1,594,432 1,594,432
ARTISAN SUSTAINABLE EMERGING MKT INST (APHEX) AT COST 3,282,824 3,282,824
DFA INTERNATIONAL SUSTAINABILITY CORE (DFSPX) AT COST 4,042,683 4,042,683
FIDELITY GLOBAL EXUS INDEX FUND AT COST 11,782,879 11,782,879
PARAMETRIC INTERNATIONAL AT COST 4,964,714 4,964,714

TY 2024 LegalFeesSchedule
Name:
THE OAK HILL FUND
EIN:
31-1810011
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 4,512 0   4,512


TY 2024 OtherAssetsSchedule
Name:
THE OAK HILL FUND
EIN:
31-1810011
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
ARTWORK 4,948 4,948 4,948
DEFERRED COMPENSATION ASSETS 266,380 146,923 146,923
PREPAID EXCISE TAX 57,144 108,709 108,709
OTHER ASSETS 6,268 5,360 5,360
RIGHT OF USE ASSET 394,116 266,612 266,612


TY 2024 OtherDecreasesSchedule
Name:
THE OAK HILL FUND
EIN:
31-1810011
Description Amount
NET UNREALIZED GAIN/LOSS ON INVESTMENTS 11,413,576


TY 2024 OtherExpensesSchedule
Name:
THE OAK HILL FUND
EIN:
31-1810011
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
DUES AND SUBSCRIPTIONS 22,669 0   22,669
OTHER ADMINISTRATIVE EXPENSES 23,103 0   22,033
REPAIRS, MAINTENANCE, AND SUPPLIES 34,823 0   30,840
UTILITIES, TELEPHONE, AND INTERNET 10,236 0   10,236


TY 2024 OtherIncomeSchedule2
Name:
THE OAK HILL FUND
EIN:
31-1810011
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INVESTMENT INCOME 1,343 1,343 1,343
REALIZED LOSS ON SALE OF EQUIPMENT -624   -624
EMPLOYEE RETENTION CREDIT INCOME 91,787   91,787


TY 2024 OtherLiabilitiesSchedule
Name:
THE OAK HILL FUND
EIN:
31-1810011
Description Beginning of Year - Book Value End of Year - Book Value
DEFERRED TAX PAYABLE 162,440 148
DEFERRED COMPENSATION LIABILITY 766,061 604,964
LEASE LIABILITY 412,594 276,678
LEASE SECURITY DEPOSIT 2,500 2,500


TY 2024 OtherProfessionalFeesSchedule
Name:
THE OAK HILL FUND
EIN:
31-1810011
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ADVISOR FEES 360,422 360,422   0
CONSULTING FEES 122,637 0   122,637


TY 2024 TaxesSchedule
Name:
THE OAK HILL FUND
EIN:
31-1810011
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX 80,072 0   0
OTHER TAXES AND LICENSES 710 0   710