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
RUTH HAYNIE L HOMMEDIEU AND ROBERT
H L HOMMEDIEU FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1603
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CENTREVILLE, VA20122
A Employer identification number

88-6340998
B Telephone number (see instructions)

(703) 851-3369
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$3,282,019J 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) 0
2 Check right arrow.............
3 Interest on savings and temporary cash investments 24,118 24,118  
4 Dividends and interest from securities... 68,453 68,453  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 35,264
b Gross sales price for all assets on line 6a 735,360
7 Capital gain net income (from Part IV, line 2)... 35,264
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
4,154 4,154  
12 Total. Add lines 1 through 11........ 131,989 131,989  
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
12,760 6,380   6,380
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
27,528 27,528   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
3,381 1,881   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
216 0   216
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 43,885 35,789   6,596
25 Contributions, gifts, grants paid....... 210,000 210,000
26 Total expenses and disbursements. Add lines 24 and 25 253,885 35,789   216,596
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -121,896
b Net investment income (if negative, enter -0-) 96,200
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............. 1,089 96 96
2 Savings and temporary cash investments......... 38,490 39,119 39,119
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) 521,714 Click to see attachment
List of Attached Documents:
// Content
375,653 		380,145
b Investments—corporate stock (attach schedule)....... 306,375 Click to see attachment
List of Attached Documents:
// Content
293,676 		315,125
c Investments—corporate bonds (attach schedule)....... 285,092 Click to see attachment
List of Attached Documents:
// Content
299,944 		304,796
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).......... 1,893,486 Click to see attachment
List of Attached Documents:
// Content
1,915,862 		2,242,738
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) 3,046,246 2,924,350 3,282,019
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........ 3,267,118 3,267,118
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds -220,872 -342,768
29 Total net assets or fund balances (see instructions)..... 3,046,246 2,924,350
30 Total liabilities and net assets/fund balances (see instructions). 3,046,246 2,924,350
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
3,046,246
2
Enter amount from Part I, line 27a .....................
2
-121,896
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
2,924,350
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
2,924,350
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 BELLRING BRANDS INC COMMON STOCK/ CUSIP: 07831C103 / SYMBOL: BRBR   2023-03-28 2024-03-13
b BOOT BARN HLDGS INC/ CUSIP: XXX-XX-XXXX I SYMBOL: BOOT   2024-04-01 2024-11-01
c CSW INDUSTRIALS INC/ CUSIP: XXX-XX-XXXX / SYMBOL: CSWI   2023-07-25 2024-01-12
d CERTARA INC/ CUSIP: 15687V109 / SYMBOL: CERT   2023-04-14 2024-01-12
e DBS GROUP HOLDINGS LTD SPONSORED ADR / CUSIP: 23304Y100 / SYMBOL: DBSDY   2024-05-08 2024-05-08
DUTCH BROS INC CL A/ CUSIP: 26701L100 I SYMBOL: BROS   2024-11-29 2024-08-15
FIVE9 INC/ CUSIP: XXX-XX-XXXX / SYMBOL: FIVN   2024-03-06 2024-09-05
JPMORGAN CHASE & CO B/E 3 125 DUE 01/23/25 / CUSIP: 46625HKC3 / SYMBOL:   2023-03-30 2024-03-19
MARKETAXESS HLDGS INC/ CUSIP: 57060D108 / SYMBOL: MKTX   2023-10-02 2024-09-20
MISTER CAR WASH INC/ CUSIP: 60646V105 / SYMBOL: MCW   2023-07-25 2024-06-10
MODINE MFG CO/ CUSIP: XXX-XX-XXXX / SYMBOL: MOD   2024-08-15 2024-10-31
PACS GROUP INC COM SHS / CUSIP: 69380Q107 / SYMBOL: PACS   2024-04-12 2024-11-08
PINNACLE FINL PARTNERS INC/ CUSIP: 72346Q104 / SYMBOL: PNFP   2024-01-25 2024-11-29
POWERSCHOOL HOLDINGS INC COM CL A/ CUSIP: 73939C106 / SYMBOL: PWSC   2023-07-21 2024-07-02
RYANAIR HOLDINGS PLC SPONSORED ADR / CUSIP: XXX-XX-XXXX / SYMBOL: RYMY   2024-09-30 2024-09-30
SHELL INTERNATIONAL FIN BV B/E 3 25 DUE 05/11/25 / CUSIP: 822582BD3 / SYMBO   2023-03-06 2024-02-28
SILK RD MED INC/ CUSIP: 82710M100 I SYMBOL: SILK   2023-08-01 2024-06-28
SOLAREDGE TECHNOLOGIES INC/ CUSIP: 83417M104 / SYMBOL: SEDG   2023-06-26 2024-02-26
TRIMAS CORP COM NEW/ CUSIP: XXX-XX-XXXX I SYMBOL: TRS   2023-04-03 2024-03-01
VANGUARD INDEX FDS GROWTH ETF / CUSIP: XXX-XX-XXXX / SYMBOL: VUG   2023-03-06 2024-01-12
APTIV PLC/ CUSIP: G6095L109 / SYMBOL   2023-12-21 2024-09-23
SENSATA TECHNOLOGIES HLDG PLC/ CUSIP: G8060N102 / SYMBOL: ST   2023-12-21 2024-11-19
NOVA LTD/ CUSIP: M7516K103 / SYMBOL: NVMI   2023-03-10 2024-01-12
GQG PARTNERS EMERGINGMARKETS INST/ CUSIP: 00771X419 / SYMBOL: GQGIX   2021-08-18 2024-01-12
ATLASSIAN CORPORATION CL A/ CUSIP: XXX-XX-XXXX / SYMBOL: TEAM   2021-08-18 2024-11-19
BALCHEM CORP I CUSIP: XXX-XX-XXXX I SYMBOL: BCPC   2021-08-18 2024-10-30
BANK OZK LITTLE ROCK ARK I CUSIP: 06417N103 I SYMBOL: OZK   2021-08-18 2024-08-13
BELLRING BRANDS INC COMMON STOCK I CUSIP 07831C103 I SYMBOL: BRBR2 TRANSAC   2023-04-21 2024-12-13
CSW INDUSTRIALS INC I CUSIP: XXX-XX-XXXX I SYMBOL: CSWI   2023-07-25 2024-09-24
CHEVRON CORPORATION B/E 2 954 DUE 05116126 I CUSIP: 166764BL3 I SYMBOL:   2023-03-06 2024-06-12
CLEARWATER ANALYTICS HLDGS INC CL A I CUSIP: XXX-XX-XXXX I SYMBOL: CWAN2 TRAN   2022-06-15 2024-11-29
COHEN & STEERS REALTY SHARES L/CUSIP: XXX-XX-XXXX I SYMBOL: CSRSX   2023-03-06 2024-07-16
COHEN & STEERS INC I CUSIP: 19247A100 I SYMBOL: CNS   2021-08-18 2024-12-04
ENSIGN GROUP INC/ CUSIP: 29358P101 / SYMBOL: ENSG   2021-08-18 2024-09-09
FAIRFAX FINL HLDGS LTD SUB VTG / CUSIP: XXX-XX-XXXX / SYMBOL: FRFHF   2021-08-18 2024-02-26
FIRST EAGLE OVERSEAS FUND CL I / CUSIP: 32008F200 / SYMBOL: SGOIX   2023-03-06 2024-04-22
FIVE BELOW INC/ CUSIP: 33829M101 / SYMBOL: FIVE   2022-02-07 2024-09-09
FIVE9 INC/ CUSIP: XXX-XX-XXXX / SYMBOL: FIVN   2022-08-11 2024-09-05
FLOOR & DECOR HLDGS INC CL A I CUSIP: XXX-XX-XXXX / SYMBOL: FND   2021-08-18 2024-03-27
FOX FACTORY HLDG CORP/ CUSIP: 35138V102 / SYMBOL: FOXF3 TRANSACTIONS FOR 08   2022-06-23 2024-08-30
FRESHPET INC/ CUSIP: XXX-XX-XXXX / SYMBOL FRPT2 TRANSACTIONS FOR 01/12124   2021-12-22 2024-06-06
GOLDMAN SACHS GROUP INC B/E 3 75 DUE 05/22/25 / CUSIP: 38148LAE6 / SYMBOL:   2023-03-06 2024-09-06
GOOSEHEAD INS INC COM CL A/ CUSIP: XXX-XX-XXXX / SYMBOL: GSHD   2022-06-24 2024-12-19
GUIDEWIRE SOFTWARE INC/ CUSIP: 40171V100 / SYMBOL GWRE2 TRANSACTIONS FOR 0   2022-10-10 2024-10-28
HDFC BANK LTD SPONSORED ADS/ CUSIP: 40415F101 / SYMBOL: HOB   2021-08-18 2024-10-18
HAMILTON LANE INC CL A/ CUSIP XXX-XX-XXXX I SYMBOL: HLNE   2021-08-18 2024-10-10
HARBOR SMALL CAP VALUE FUND INSTL SHS I CUSIP: XXX-XX-XXXX I SYMBOL: HASCX   2023-03-06 2024-07-16
HEALTHEQUITY INC I CUSIP: 42226A107 I SYMBOL: HQY   2021-12-06 2024-04-25
HELIOS TECHNOLOGIES INC I CUSIP: 42328H109 I SYMBOL: HLIO   2021-08-18 2024-01-12
HONG KONG EXCHANGES & CLEARING UNSPONSORED ADR I CUSIP: 43858F109 I SYMBOL:   2021-08-18 2024-01-12
INFOSYS LTD SPONSORED ADR I CUSIP: XXX-XX-XXXX I SYMBOL: INFY   2021-08-18 2024-10-18
INNOSPEC INC/ CUSIP: 45768S105 / SYMBOL IOSP   2022-06-14 2024-11-08
INSTALLED BLDG PRODS INC/ CUSIP: 45780R101 / SYMBOL: IBP   2021-08-18 2024-04-12
INTRA-CELLULAR THERAPIES INC/ CUSIP: 46116X101 / SYMBOL: ITCI   2021-09-16 2024-01-12
JPMORGAN TR HEDG EQUI SEL CL I HEDGED EQUITY FD SELECT CL/ CUSIP: 466371<28   2021-08-18 2024-01-18
KADANT INC/ CUSIP 48282T104 / SYMBOL: KAI   2021-08-18 2024-12-12
KERING SA UNSPONSORED ADR / CUSIP: XXX-XX-XXXX I SYMBOL: PPRUY3 TRANSACTIONS   2021-12-17 2024-08-02
MEDPACE HLDGS INC / CUSIP: 58506Q109 / SYMBOL: MEDP   2021-08-18 2024-03-01
MERGER INSTITUTIONAL FUND/ CUSIP: XXX-XX-XXXX / SYMBOL: MERIX   2021-08-18 2024-04-22
MISTER CAR WASH INC/ CUSIP: 60646V105 / SYMBOL: MCW   2022-02-01 2024-06-04
MOELIS & CO CL A I CUSIP: 60786M105 I SYMBOL: MC   2022-09-12 2024-12-02
MONOLITHIC PWR SYS INC I CUSIP: XXX-XX-XXXX I SYMBOL: MPWR2 TRANSACTIONS FOR   2022-11-02 2024-02-14
MORNINGSTAR INC I CUSIP: XXX-XX-XXXX I SYMBOL: MORN   2021-08-18 2024-01-12
NATIONAL STORAGE AFFILIATES TR COM SHS BEN IN / CUSIP: XXX-XX-XXXX / SYMBOL: N   2021-09-18 2024-08-05
NEOGEN CORP/ CUSIP: XXX-XX-XXXX / SYMBOL: NEOG   2022-08-23 2024-02-02
NOVANTA INC/ CUSIP: 67000B104 / SYMBOL: NOVT   2021-08-18 2024-01-12
NOVO-NORDISK AS ADR / CUSIP: XXX-XX-XXXX / SYMBOL: NVO   2021-08-18 2024-06-11
OLLIES BARGAIN OUTLET HLDGS IN/ CUSIP: XXX-XX-XXXX / SYMBOL: OLLI   2022-11-07 2024-01-12
OPEN LENDING CORP/ CUSIP: 68373J104 / SYMBOL: LPRO   2021-08-18 2024-01-12
PT BK RAKYAT ADR SHS B / CUSIP: 69366X100 / SYMBOL: BKRKY   2021-08-18 2024-09-23
PAYLOCITY HLDG CORP/ CUSIP: 70438V106 / SYMBOL: PCTY   2021-08-18 2024-09-23
PROSUS NV SPONSORED ADR / CUSIP: 74365P108 / SYMBOL PROSY   2021-08-18 2024-12-12
Q2 HLDGS INC/ CUSIP 74736L109 / SYMBOL: QTWO   2021-11-05 2024-12-03
RBC BEARINGS INC/ CUSIP 75524B104 / SYMBOL: RBC   2021-08-18 2024-08-30
RECRUIT HLDGS CO LTD UNSPONSORD ADR / CUSIP: 75629J101 / SYMBOL: RCRUY   2021-11-11 2024-08-19
SAFRAN SPON ADR / CUSIP XXX-XX-XXXX / SYMBOL: SAFRY   2022-03-30 2024-02-26
SAIA INC/ CUSIP: 78709Y105 / SYMBOL: SAIA   2022-10-03 2024-07-18
SEALTD SPONSORD ADS I CUSIP 81141R100 I SYMBOL: SE6 TRANSACTIONS FOR 09123   2021-08-18 2024-11-19
SILK RD MED INC I CUSIP: 82710M100 I SYMBOL: SILK5 TRANSACTIONS FOR 0612712   2023-04-18 2024-06-28
SOLAREDGE TECHNOLOGIES INC I CUSIP: 83417M104 I SYMBOL: SEDG2 TRANSACTIONS   2021-08-18 2024-02-26
SUZUKI MOTOR CORP UNSPONSORD ADR I CUSIP: 86959X107 I SYMBOL: SZKMY   2021-08-18 2024-05-16
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS I CUSIP: XXX-XX-XXXX I SYMBOL: TSM   2021-08-18 2024-07-15
TREX CO INC I CUSIP: 89531P105 I SYMBOL: TREX2 TRANSACTIONS FOR 01112124   2022-04-29 2024-03-27
TRIMAS CORP COM NEW/ CUSIP: XXX-XX-XXXX / SYMBOL: TRS   2021-08-18 2024-02-13
UNITED STATES TREAS NTS B/E 2 25 DUE 10/31/24 / CUSIP: XXX-XX-XXXX / SYMBOL:   2023-03-06 2024-09-27
UNITED STATES TREAS NTS B/E 2 5 DUE 01/31/25 / CUSIP: 9128283V0 / SYMBOL:   2023-03-06 2024-11-22
UNITED STATES TREAS NTS B/E 2 375 DUE 05/15/29 / CUSIP: 9128286T2 / SYMBOL:   2023-03-06 2024-10-24
UNITED STATES TREAS NTS B/E 2 375 DUE 08/15/24 / CUSIP: XXX-XX-XXXX / SYMBOL:   2023-03-06 2024-07-18
VALVOLINE INC/ CUSIP: 92047W101 / SYMBOL: VVV   2021-08-18 2024-09-09
WASTE CONNECTIONS INC/ CUSIP: 94106B101 / SYMBOL WCN   2021-08-18 2024-02-26
WELLS FARGO & CO B/E 3 DUE 04/22/26 / CUSIP: 949746RW3 / SYMBOL:   2023-03-06 2024-12-16
XPEL INC/ CUSIP 98379L100 I SYMBOL: XPEL   2021-11-26 2024-01-12
YETI HLDGS INC/ CUSIP: 98585X104 / SYMBOL: YETI   2021-08-18 2024-01-18
FABRINET I CUSIP: G3323L100 I SYMBOL: FN   2021-08-18 2024-08-16
ICON PLC/ CUSIP: G4705A100 / SYMBOL: ICLR   2021-08-18 2024-05-08
APTIV PLC/ CUSIP: G6095L109 / SYMBOL   2021-10-25 2024-09-23
SENSATA TECHNOLOGIES HLDG PLC/ CUSIP: G8060N102 / SYMBOL: ST   2021-08-18 2024-11-19
GLOBANT SA/ CUSIP: L44385109 / SYMBOL: GLOB   2022-05-23 2024-01-12
CYBERARK SOFTWARE LTD/ CUSIP: M2682V108 / SYMBOL: CYBR   2021-08-18 2024-11-29
NOVA LTD/ CUSIP: M7516K103 / SYMBOL: NVMI   2023-03-10 2024-08-16
ASML HOLDING NV NY REGISTRY SHS / CUSIP: N07059210 I SYMBOL: ASML   2021-08-18 2024-07-15
UNITED STATES TREAS NTS B/E 375 DUE 09/15/24 / CUSIP: 91282CCX7 / SYMBOL:   2024-03-01 2024-09-16
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 878   514 364
b 763   608 155
c 213   173 40
d 98   144 -46
e 32     32
443   285 158
59   115 -56
17,653   17,461 192
721   638 83
288   380 -92
117   109 8
412   586 -174
127   89 38
1,252   1,279 -27
23     23
25,416   25,006 410
161   139 22
600   1,581 -981
242   272 -30
111,512   85,059 26,453
215   265 -50
3,674   4,438 -764
134   95 39
29,949   33,031 -3,082
2,943   4,072 -1,129
1,238   1,051 187
832   757 75
234   108 126
722   351 371
30,796   30,084 712
1,410   746 664
984   921 63
1,399   1,290 109
1,298   809 489
2,110   896 1,214
2,210   2,097 113
613   962 -349
647   1,023 -376
488   459 29
642   1,416 -774
300   284 16
27,765   27,685 80
364   195 169
2,241   861 1,380
1,461   1,819 -358
1,526   1,062 464
1,022   928 94
447   276 171
85   163 -78
2,190   3,893 -1,703
1,957   2,154 -197
717   576 141
1,196   597 599
66   34 32
7,847   7,284 563
1,304   798 506
2,492   4,791 -2,299
684   357 327
2,421   2,461 -40
551   963 -412
819   473 346
1,447   698 749
275   261 14
483   656 -173
833   855 -22
156   143 13
2,902   1,154 1,748
143   105 38
60   268 -208
1,236   969 267
563   669 -106
1,054   964 90
1,396   1,469 -73
1,114   882 232
2,559   3,058 -499
2,303   1,327 976
1,453   582 871
4,827   4,994 -167
509   769 -260
1,201   5,111 -3,910
822   762 60
4,797   3,351 1,446
1,317   810 507
641   815 -174
20,951   20,947 4
41,836   41,811 25
17,691   17,562 129
13,967   13,463 504
745   577 168
851   632 219
23,473   23,268 205
50   73 -23
315   366 -51
1,552   685 867
2,771   2,236 535
3,042   5,931 -2,889
4,525   7,637 -3,112
699   551 148
1,499   932 567
1,269   596 673
3,024   2,337 687
259,000   252,857 6,143
5,006     5,006
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       364
b       155
c       40
d       -46
e       32
      158
      -56
      192
      83
      -92
      8
      -174
      38
      -27
      23
      410
      22
      -981
      -30
      26,453
      -50
      -764
      39
      -3,082
      -1,129
      187
      75
      126
      371
      712
      664
      63
      109
      489
      1,214
      113
      -349
      -376
      29
      -774
      16
      80
      169
      1,380
      -358
      464
      94
      171
      -78
      -1,703
      -197
      141
      599
      32
      563
      506
      -2,299
      327
      -40
      -412
      346
      749
      14
      -173
      -22
      13
      1,748
      38
      -208
      267
      -106
      90
      -73
      232
      -499
      976
      871
      -167
      -260
      -3,910
      60
      1,446
      507
      -174
      4
      25
      129
      504
      168
      219
      205
      -23
      -51
      867
      535
      -2,889
      -3,112
      148
      567
      673
      687
      6,143
      5,006
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 35,264
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 1,337
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 1,337
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 1,337
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 1,646
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 1,700
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,346
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 2,009
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow2,009 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
 
No
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 arrowTHE FOUNDATION Telephone no.right arrow (703) 851-3369

Located atright arrow1103 W PEDREGOSA STREETSANTA BARBARACA ZIP+4right arrow93101
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
GARY R L'HOMMEDIEU CO-TRUSTEE
1.00 		0 0 0
1103 W PEDREGOSA STREET
SANTA BARBARA,CA93101
LYNN R L'HOMMEDIEU CO-TRUSTEE
1.00 		0 0 0
5380 CHANDLEY FARM CIRCLE
CENTERVILLE,VA20120
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
3,261,817
b
Average of monthly cash balances.......................
1b
88,869
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
3,350,686
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
3,350,686
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
50,260
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
3,300,426
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
165,021
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
165,021
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
1,337
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,337
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
163,684
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
163,684
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
163,684
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
216,596
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
216,596
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 7 163,684
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 25,255
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$ 216,596
a Applied to 2023, but not more than line 2a 25,255
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..... 163,684
e Remaining amount distributed out of corpus 27,657
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 27,657
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		27,657
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.... 27,657
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

EMORY & HENRY COLLEGE

PO BOX 947
EMORY,VA243270947 		  PC SUPPORT OPERATIONS OF ORGANIZATION 10,000

DOCTORS WITHOUT BORDERS

40 RECTOR STREET 16TH FLOOR
NEW YORK,NY10006 		  PC SUPPORT OPERATIONS OF ORGANIZATION 10,000

LUCKY DOG ANIMAL RESCUE

5159 LANGSTON BLVD
ARLINGTON,VA222071603 		  PC SUPPORT OPERATIONS OF ORGANIZATION 2,500

LUCKY DOG ANIMAL RESCUE

5159 LANGSTON BLVD
ARLINGTON,VA222071603 		  PC SUPPORT OPERATIONS OF ORGANIZATION 2,500

EMORY & HENRY COLLEGE

PO BOX 947
EMORY,VA243270947 		  PC SUPPORT OPERATIONS OF ORGANIZATION 25,000

GREEN MOUNTAIN FOSTER BIKES

62 MEIGS ROAD
VERGENNES,VT054918642 		  PC SUPPORT OPERATIONS OF ORGANIZATION 5,000

CARE4 PAWS INC

PO BOX 60524
SANTA BARBARA,CA931600524 		  PC SUPPORT OPERATIONS OF ORGANIZATION 10,000

ANIMAL WELFARE LEAGUE

10305 SOUTHWEST HWY
CHICAGO,IL604151470 		  PC SUPPORT OPERATIONS OF ORGANIZATION 5,000

LUCKY DOG ANIMAL RESCUE

5159 LANGSTON BLVD
ARLINGTON,VA222071603 		  PC SUPPORT OPERATIONS OF ORGANIZATION 10,000

AIR FORCE AID SOCIETY

1550 CRYSTAL DRIVE
ARLINGTON,VA22202 		  PC SUPPORT OPERATIONS OF ORGANIZATION 10,000

COMMUNITY ACTION TO SAVE STRAYS

PO BOX 422
OBERLIN,OH440740422 		  PC SUPPORT OPERATIONS OF ORGANIZATION 5,000

ANIMAL WELFARE INSTITUTE

900 PENNSYLVIANIA AVE
WASHINGTON,DC20003 		  PC SUPPORT OPERATIONS OF ORGANIZATION 12,500

THE WILD ANIMAL SANCTUARY

1946 COUNTY ROAD 53
KEENESBURG,CO80643 		  PC SUPPORT OPERATIONS OF ORGANIZATION 12,500

ASSISTANCE PROGRAM OF SANTA BARBARA (ASAP CATS)

PO BOX 357
GOLETA,CA931160357 		  PC SUPPORT OPERATIONS OF ORGANIZATION 10,000

THE HUMANE LEAGUE

PO BOX 10476
ROCKVILLE,MD20849 		  PC SUPPORT OPERATIONS OF ORGANIZATION 12,500

BAT CONSERVATION INTERNATIONAL

500 N CAPITAL OF TEXAS HIGHWAY BLDG
8-225
AUSTIN,TX78746 		  PC SUPPORT OPERATIONS OF ORGANIZATION 5,000

INTERNATIONAL FUND FOR ANIMAL WELFARE

1400 16TH ST NW STE 510
WASHINGTON,DC20036 		  PC SUPPORT OPERATIONS OF ORGANIZATION 12,500

BIXBY MEMORIAL LIBRARY

258 MAIN STREET
VERGENNES,VT054911056 		  PC SUPPORT OPERATIONS OF ORGANIZATION 7,500

ASPCA

424 EAST 92ND STREET
NEW YORK,NY10128 		  PC SUPPORT OPERATIONS OF ORGANIZATION 25,000

CITY WILDLIFE

3400 RESERVOIR RD NW
WASHINGTON,DC200072328 		  PC SUPPORT OPERATIONS OF ORGANIZATION 5,000

HELEN KELLER INTERNATIONAL

ONE DAG HAMMARSKJOLD PLAZA
NEW YORK,NY10017 		  PC SUPPORT OPERATIONS OF ORGANIZATION 10,000

LUCKY DOG ANIMAL RESCUE

5159 LANGSTON BLVD
ARLINGTON,VA222071603 		  PC SUPPORT OPERATIONS OF ORGANIZATION 2,500
Total .................................right arrow 3a 210,000
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 ........... 		    14 24,118  
4 Dividends and interest from securities ....     14 68,453  
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 4,154  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    14 35,264  
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) .. 0 131,989 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
131,989
(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:
RUTH HAYNIE L HOMMEDIEU AND ROBERT
 
H L HOMMEDIEU FOUNDATION
EIN:
88-6340998
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 12,760 6,380   6,380

TY 2024 InvestmentsCorpBondsSchedule
Name:
RUTH HAYNIE L HOMMEDIEU AND ROBERT
 
H L HOMMEDIEU FOUNDATION
EIN:
88-6340998
Name of Bond End of Year Book Value End of Year Fair Market Value
AMAZON COM INC B/E 2.1% DUE 05/12/31 26,292 27,329
BANK AMERICA CORP B/E 3.419% DUE 12/20/28 29,156 30,669
COMCAST CORP NEW B/E 4.15% DUE 10/15/28 24,900 25,360
GOLDMAN SACHS GROUP INC B/E 3.75% DUE 05/22/25 28,616 27,857
INTEL CORP B/E 2.45% DUE 11/15/29 28,718 29,839
JPMORGAN CHASE & CO B/E 3.125% DUE 01/23/25 NOTE 20,879 20,979
TARGET CORP B/E 3.375% DUE 04/15/29 27,633 28,464
UNITEDHEALTH GROUP INC B/E 2.3% DUE 05/15/31 26,403 27,225
PFIZER INVT ENTERPRISES FGN 4.45% DUE 05/19/28 NOTE 31,638 31,716
WELLS FARGO & CO B/E 5.574% DUE 07/25/29 MTN 25,566 25,386
BRISTOL-MYERS SQUIBB CO B/E 5.2% DUE 02/22/34 NOTE 30,143 29,972

TY 2024 InvestmentsCorpStockSchedule
Name:
RUTH HAYNIE L HOMMEDIEU AND ROBERT
 
H L HOMMEDIEU FOUNDATION
EIN:
88-6340998
Name of Stock End of Year Book Value End of Year Fair Market Value
ADYEN N V 13,303 9,925
ALIBABA GROUP HLDG LTD 8,520 4,918
ARHAUS INC 1,149 865
ASML HOLDING N V 7,531 6,931
ATLASSIAN CORPORATION CL A 6,557 7,788
BALCHEM CORP 1,446 1,793
BANK OZK LITTLE ROCK ARK 1,888 1,959
BEIGENE LTD 10,044 8,127
BELLRING BRANDS INC 1,410 2,637
BROOKFIELD RENEWABLE CORP CL A 8,237 6,887
CERTARA INC 1,811 1,097
CLEARWATER ANALYTICS HLDGS INC CL A 1,444 2,284
COHEN & STEERS INC 594 1,570
COLOPLAST AS SPONSERED ADS 7,512 6,299
CONSTELLATION SOFTWARE INC 6,574 12,396
CSW INDUSTRIALS INC 911 1,764
CYBERARK SOFTWARE LTD 621 1,333
DBS GROUP HOLDINGS LTD 5,773 8,579
ENSIGN GROUP INC 1,460 2,259
FABRINET 1,640 1,979
FAIRFAX FINL HLDGS LTD SUB VTG 2,689 8,339
FANUC CORPORATION ADR 8,761 6,155
FIVE BELOW INC 1,650 1,155
FLOOR & DECOR HLDGS INC CL A 965 1,097
FRESHPET INC 730 1,629
GENMAB A/S 9,976 4,717
GLOBANT S A 2,312 2,573
GOOSEHEAD INS INC COM CL A 1,031 1,823
GUIDEWIRE SOFTWARE INC 1,097 2,360
HAMILTON LANE INC CL A 1,195 2,073
HDFC BANK LTD 9,275 8,557
HEALTHEQUITY INC 2,542 4,222
HELIOS TECHNOLOGIES INC 1,602 1,071
HONG KONG EXCHANGES & CLEARING 3,314 3,077
INFOSYS LTD 9,989 10,215
INNOSPEC INC 1,375 1,541
INSPIRE MED SYS INC 1,776 1,668
INTRA-CELLULAR THERAPIES INC 807 1,503
KADANT INC 1,730 2,760
KE HLDGS INC 6,385 7,515
MARKETAXESS HLDGS INC 1,317 1,356
MEDPACE HLDGS INC 783 1,661
MOELIS & CO CL A 768 1,625
MORNINGSTAR INC 2,143 2,694
NATIONAL STORAGE AFFILIATES TR COM SHS BEN IN REIT 2,051 2,123
NOVA LTD 1,614 2,166
NOVANTA INC 1,748 1,833
NOVO-NORDISK A S 4,472 6,710
OLLIES BARGAIN OUTLET HLDGS IN 1,245 2,195
OPEN LENDING CORP COM CL A 2,283 501
PAYLOCITY HLDG CORP 2,297 2,793
POOL CORP 2,476 2,046
PROSUS N V 8,229 8,845
PT BK RAKYAT 6,459 5,592
Q2 HLDGS INC 530 1,610
RBC BEARINGS INC 1,912 2,692
RECRUIT HLDGS CO LTD 7,364 8,466
SAFRAN 4,758 7,848
SAIA INC 1,874 2,279
SEA LTD 4,155 7,215
SHIFT4 PMTS INC 2,886 4,255
SUZUKI MOTOR CORP 7,193 7,610
TAIWAN SEMICONDUCTOR MFG LTD 6,804 11,849
TEMENOS AG 10,482 4,969
TREX CO INC 2,302 2,692
VALVOLINE INC 2,011 2,171
WASTE CONNECTIONS INC 7,896 10,466
WUXI BIOLOGICS CAYMAN INC 6,658 2,705
XPEL INC 1,424 959
YETI HLDGS INC 1,002 963
AAON INC COM PAR $0.004 882 1,177
CCC INTELLIGENT SOLUTIONS HLD 1,913 1,971
CASELLA WASTE SYS INC CL A 2,455 2,645
COGNEX CORP 8,790 8,069
DUTCH BROS INC CL A 734 1,205
ICF INTL INC 2,400 1,907
MODINE MFG CO 1,741 1,739
NCINO INC 1,192 1,075
PINNACLE FINL PARTNERS INC 968 1,258
PROCORE TECHNOLOGIES INC 1,392 1,723
RYANAIR HOLDINGS PLC 4,626 4,446
SITEONE LANDSCAPE SUPPLY INC 1,821 1,581

TY 2024 InvestmentsGovtObligationsSch
Name:
RUTH HAYNIE L HOMMEDIEU AND ROBERT
 
H L HOMMEDIEU FOUNDATION
EIN:
88-6340998
US Government Securities - End of Year Book Value:

375,653
US Government Securities - End of Year Fair Market Value:

380,145
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:
RUTH HAYNIE L HOMMEDIEU AND ROBERT
 
H L HOMMEDIEU FOUNDATION
EIN:
88-6340998
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
COHEN & STEERS REALTY SHARES L AT COST 87,016 92,786
FIRST EAGLE OVERSEAS FUND CL I OPEN END AT COST 211,783 213,965
HARBOR SMALL CAP VALUE FUND INSTL SHS AT COST 87,643 94,306
JPMORGAN ULTRA-SHORT INCOME AT COST 105,494 135,274
SCHWAB STRATEGIC TR AT COST 431,913 468,156
VANGUARD INDEX FDS AT COST 326,178 561,892
GQG PARTNERS EMERGING MARKETS INST AT COST 137,289 149,613
JPMORGAN TR HEDG EQUI SEL CL I AT COST 176,973 177,655
MERGER INSTITUTIONAL FUND OPEN END AT COST 236,892 234,410
VANGUARD TREASURY MONEY MKT AT COST 114,681 114,681

TY 2024 OtherExpensesSchedule
Name:
RUTH HAYNIE L HOMMEDIEU AND ROBERT
 
H L HOMMEDIEU FOUNDATION
EIN:
88-6340998
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
POSTAGE & SHIPPING 216 0   216


TY 2024 OtherIncomeSchedule2
Name:
RUTH HAYNIE L HOMMEDIEU AND ROBERT
 
H L HOMMEDIEU FOUNDATION
EIN:
88-6340998
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
MISCELLANEOUS 4,154 4,154 0


TY 2024 OtherProfessionalFeesSchedule
Name:
RUTH HAYNIE L HOMMEDIEU AND ROBERT
 
H L HOMMEDIEU FOUNDATION
EIN:
88-6340998
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 27,528 27,528   0


TY 2024 TaxesSchedule
Name:
RUTH HAYNIE L HOMMEDIEU AND ROBERT
 
H L HOMMEDIEU FOUNDATION
EIN:
88-6340998
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 1,881 1,881   0
FEDERAL EXCISE TAX 1,500 0   0