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
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 10-01-2023 , and ending 09-30-2024
Name of foundation
THE HARRISON FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 70
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MANAKINSABOT, VA23103
A Employer identification number

26-0353463
B Telephone number (see instructions)

(804) 784-4246
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$57,119,936J 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... 732,462 732,462  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,864,012
b Gross sales price for all assets on line 6a 17,154,670
7 Capital gain net income (from Part IV, line 2)... 1,864,012
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
9,798 5,917  
12 Total. Add lines 1 through 11........ 2,606,272 2,602,391  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 100,000 100,000   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
9,860 9,860   0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
154,598 154,598   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
33,730 3,474   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
723 0   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 298,911 267,932   0
25 Contributions, gifts, grants paid....... 2,420,671 2,420,671
26 Total expenses and disbursements. Add lines 24 and 25 2,719,582 267,932   2,420,671
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -113,310
b Net investment income (if negative, enter -0-) 2,334,459
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 73,972 278,409 278,409
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 33,354,274 Click to see attachment
List of Attached Documents:
// Content
33,044,812 		50,324,273
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).......... 3,980,831 Click to see attachment
List of Attached Documents:
// Content
3,978,445 		6,517,254
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) 0 0 0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 37,409,077 37,301,666 57,119,936
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 37,409,077 37,301,666
29 Total net assets or fund balances (see instructions)..... 37,409,077 37,301,666
30 Total liabilities and net assets/fund balances (see instructions). 37,409,077 37,301,666
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
37,409,077
2
Enter amount from Part I, line 27a .....................
2
-113,310
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
5,899
4
Add lines 1, 2, and 3 ..........................
4
37,301,666
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
37,301,666
Form 990-PF (2023)
Form 990-PF (2023)
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 ALIMENTATION COUCHE -TARD P    
b AMPHENOL CORP P    
c AON PLC P    
d APPLE INC P    
e ASHTEAD GROUP P    
AUTOZONE INC P    
BATH & BODY WORKS P    
CENCORA P    
COPART INC P    
COSTCO WHOLESALE CORP NEW P    
DANAHER CORP P    
EATON CORP PLC P    
HEALTH CARE SELECT SPDR P    
HILTON WORLDWIDE HOLDINGS P    
HOWMET AEROSPACE INC P    
IQVIA HOLDINGS P    
ISHARES CHINA LARGE CAP ETF P    
META PLATFORMS INC P    
MICROSOFT CORP P    
MOTOROLA SOLUTIONS INC P    
ORACLE CORP P    
OW LARGE CAP STRATEGIES FUND P    
PEPSICO INC P    
PIONEER NATURAL RESOURCES P    
PROLOGIS INC P    
S&P GLOBAL INC P    
SELECT SECTOR SPDR TR SBI P    
SERVICENOW INC P    
SHERWIN-WILLIAMS CO P    
VERALTO CORP P    
VISA INC P    
VULCAN MATERIALS P    
OW LARGE CAP STRATEGIES FUND P    
ADVANCE AUTO PARTS P    
ALIMENTATION COUCHE -TARD P    
ALPHABET INC CLASS C P    
AMAZON.COM INC P    
AMEREN CORP P    
AMPHENOL CORP P    
AON PLC P    
APPLE INC P    
ASHTEAD GROUP P    
ASM INTERNATIONAL NV P    
ASML HOLDING P    
AUTOZONE INC P    
BANK OF AMERICA CORP P    
BATH & BODY WORKS P    
BJ'S WHOLESALE CLUB HOLDINGS P    
BLACKSTONE INC P    
BROADCOM INC P    
BROOKFIELD CORPORATION P    
BUILDERS FIRSTSOURCE INC P    
BURLINGTON STORES P    
CANADIAN PACIFIC KANSAS P    
CARLISLE COS P    
CDW CORP/DE P    
CENCORA INC P    
CHAMPIONX CORP P    
CLEAN HARBORS INC P    
CONOCOPHILLIPS P    
CONSTELLATION SOFTWARE P    
COOPER COS INC/THE P    
COPART INC P    
COSTCO WHOLESALE CORP NEW P    
CRH PLC P    
DANAHER CORP P    
DOLLARAMA INC P    
EATON CORP PLC P    
EQUIFAX INC P    
EXPEDIA GROUP INC P    
FISERV INC P    
FORTINET INC P    
GARTNER INC CL A P    
HEALTH CARE SELECT SPDR P    
HEICO CORPORATION P    
HILTON WORLDWIDE HOLDINGS P    
HOWMET AEROSPACE INC P    
INTERCONTINENTAL EXCHANGE P    
IQVIA HOLDINGS P    
ISHARES CHINA LARGE CAP ETF P    
JPMORGAN CHASE & CO P    
LINCOLN ELEC HOLDING P    
LOWES COS INC P    
LVMG MOET HENNESSY VUITTON P    
MARVELL TECHNOLOGY INC P    
MCKESSON CORP P    
MERCADOLIBRE INC P    
META PLATFORMS INC P    
MICROSOFT CORP P    
MOTOROLA SOLUTIONS INC P    
NEXTERA ENERGY INC P    
NORTHOP GRUMMAN CORP P    
NVIDIA CORP P    
NXP SEMICONDUCTORS NV P    
O'REILLY AUTO INC P    
OLD DOMINION FREIGHT P    
ORACLE CORP P    
PEPSICO INC P    
PIONEER NATURAL RESOURCES P    
POOL CORP P    
PROLOGIS INC P    
S&P GLOBAL INC P    
SAIA INC COM P    
SCHLUMBERGER LTD P    
SELECT SECTOR SPDR TR SBI P    
SERVICENOW INC P    
SHERWIN-WILLIAMS CO P    
SMITH A O CORP P    
SPECTRUM BRANDS HOLDINGS P    
SYNOPSYS INC P    
TAKE-2 INTERACTIVE P    
TELEFLEX INC P    
THERMO FISHER SCIENTIFIC P    
TRADEWEB MARKETS INC P    
TRANSUNION P    
ULTABEAUTY INC P    
UNITEDHEALTH GROUP INC P    
US FOOD HOLDING CORP P    
VERALTO CORP P    
VISA INC P    
VULCAN MATERIALS P    
WALMART INC P    
ABBVIE INC P    
AIR PRODUCTS & CHEMICALS P    
AMAZON.COM INC P    
AMERICAN EXPRESS CO P    
AMERICAN HONDA FINANCE P    
BRISTOL MYERS SQUIBB P    
CAPITAL ONE FINANCIAL P    
CHURCH & DWIGHT CO P    
CIGNA CORP P    
CINTAS CORPORATION P    
COMCAST CORP P    
D.R. HORTON P    
ENERGY TRANSFER P    
GENERAL MOTORS FINL CO P    
GENERAL MOTORS FINL CO P    
L3HARRIS TECH INC P    
MAGNA INTERNATIONAL INC P    
MOODY'S CORPORATION P    
MORGAN STANLEY P    
PNC FINANCIAL SERVICES P    
PUB SVC NEW HAMP P    
SHERWIN WILLIAMS CO P    
SOUTHERN GAS CAPITAL P    
SOUTHERN CAL EDISON P    
STARBUCKS CORP P    
TOYOTA MOTOR CREDIT CORP P    
TSY INFLATION INDEX BOND P    
US TREASURY BILLS P    
US TREASURY BILLS P    
US TREASURY BONDS P    
US TREASURY NOTES P    
US TREASURY N/B P    
US TREASURY N/B P    
US TREASURY NOTES P    
US TREASURY NOTES P    
US TREASURY NOTES P    
US TREASURY NOTES P    
US TREASURY N/B P    
US TREASURY NOTES P    
US TREASURY NOTES P    
US TREASURY N/B P    
US TREASURY NOTES P    
US TREASURY N/B P    
US TREASURY N/B P    
US TREASURY N/B P    
US TREASURY N/B P    
US TREASURY NOTES P    
US TREASURY N/B P    
US TREASURY NOTES P    
US TREASURY N/B P    
US TREASURY N/B P    
US TREASURY N/B P    
US TREASURY N/B P    
US TREASURY N/B P    
US TREASURY NOTES P    
US TREASURY N/B P    
US TREASURY NOTES P    
VALERO ENERGY CORP P    
WARNERMEDIA HOLDINGS P    
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 2,788   2,497 291
b 7,016   3,773 3,243
c 6,341   5,995 346
d 1,840   626 1,214
e 1,285   1,341 -56
6,065   5,723 342
2,785   2,702 83
9,219   7,256 1,963
11,272   7,377 3,895
1,520   996 524
1,791   502 1,289
6,770   3,535 3,235
4,157   4,156 1
1,024   510 514
7,854   4,447 3,407
10,490   6,844 3,646
4,761   6,215 -1,454
1,066   288 778
4,117   701 3,416
1,875   1,501 374
15,798   10,594 5,204
125,000   72,339 52,661
5,618   3,348 2,270
5,415   4,086 1,329
547   685 -138
2,537   2,776 -239
6,386   6,576 -190
4,761   1,026 3,735
3,025   2,190 835
1,047   615 432
3,483   2,201 1,282
7,566   5,268 2,298
350,000   202,550 147,450
648     648
66,376   60,456 5,920
101,349   21,216 80,133
84,081   45,176 38,905
24,392   21,772 2,620
120,660   65,376 55,284
111,569   103,928 7,641
195,061   93,504 101,557
47,311   48,476 -1,165
38,326   23,800 14,526
23,920   16,919 7,001
160,829   147,428 13,401
42,565   34,306 8,259
47,289   46,854 435
29,739   24,168 5,571
19,344   6,074 13,270
26,197   28,149 -1,952
16,117   15,198 919
9,432   10,110 -678
35,823   33,317 2,506
26,574   24,802 1,772
55,492   33,006 22,486
26,803   17,231 9,572
197,243   151,099 46,144
10,663   9,145 1,518
16,954   9,914 7,040
26,841   27,338 -497
31,988   29,742 2,246
15,663   12,684 2,979
216,688   145,252 71,436
50,781   30,874 19,907
18,656   17,269 1,387
71,408   34,662 36,746
30,543   14,360 16,183
125,727   66,556 59,171
48,018   30,128 17,890
102,838   120,989 -18,151
39,444   35,638 3,806
10,695   8,470 2,225
38,486   33,082 5,404
99,897   96,706 3,191
20,254   16,286 3,968
51,600   27,144 24,456
163,554   86,347 77,207
47,891   31,989 15,902
185,180   132,002 53,178
82,783   108,465 -25,682
46,582   35,930 10,652
76,727   48,808 27,919
23,099   18,682 4,417
16,880   16,879 1
27,438   15,004 12,434
28,569   32,598 -4,029
31,733   23,261 8,472
92,099   46,387 45,712
168,438   25,388 143,050
86,111   62,745 23,366
25,016   23,127 1,889
23,426   16,424 7,002
105,183   26,038 79,145
8,057   8,057 0
52,569   50,866 1,703
7,649   8,817 -1,168
279,901   188,773 91,128
100,744   60,135 40,609
93,982   73,462 20,520
33,892   35,104 -1,212
47,034   56,282 -9,248
67,944   61,346 6,598
10,426   3,903 6,523
29,554   37,371 -7,817
111,820   115,666 -3,846
135,277   29,671 105,606
79,211   56,229 22,982
62,348   33,748 28,600
54     54
95,161   15,902 79,259
32,633   28,106 4,527
52,575   69,688 -17,113
36,740   20,127 16,613
7,631   5,636 1,995
48,548   37,841 10,707
86,239   104,769 -18,530
61,878   38,428 23,450
8,720   7,119 1,601
19,668   11,636 8,032
105,538   60,367 45,171
140,585   99,495 41,090
40,240   25,358 14,882
58,868   60,382 -1,514
121,735   125,148 -3,413
53,404   59,988 -6,584
101,400   104,961 -3,561
60,377   56,990 3,387
88,290   89,979 -1,689
110,000   110,000 0
109,389   117,023 -7,634
65,766   65,766 0
97,985   99,978 -1,993
127,072   130,104 -3,032
57,597   64,813 -7,216
100,000   100,000 0
34,498   35,580 -1,082
58,311   60,548 -2,237
100,788   99,269 1,519
100,000   100,000 0
93,414   99,854 -6,440
96,632   92,872 3,760
100,000   100,000 0
105,000   105,000 0
69,723   72,282 -2,559
120,000   120,000 0
105,000   104,991 9
99,124   100,022 -898
95,401   94,888 513
364,636   368,857 -4,221
120,446   120,440 6
29,238   29,249 -11
100,000   100,000 0
254,633   256,028 -1,395
339,942   365,870 -25,928
159,155   158,708 447
298,241   298,739 -498
5,441   6,055 -614
294,378   303,226 -8,848
657,285   676,010 -18,725
181,107   180,325 782
149,746   156,894 -7,148
94,946   96,250 -1,304
63,322   64,563 -1,241
160,730   161,140 -410
791,311   763,775 27,536
975,451   944,720 30,731
113,467   113,063 404
102,125   101,535 590
418,224   437,685 -19,461
45,499   46,023 -524
746,272   723,652 22,620
42,200   40,332 1,868
98,436   93,440 4,996
159,783   151,871 7,912
148,036   154,547 -6,511
110,153   117,696 -7,543
1,060,285   1,088,078 -27,793
231,157   225,791 5,366
36,271   35,905 366
125,000   125,000 0
100,934   100,934 0
216     216
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       291
b       3,243
c       346
d       1,214
e       -56
      342
      83
      1,963
      3,895
      524
      1,289
      3,235
      1
      514
      3,407
      3,646
      -1,454
      778
      3,416
      374
      5,204
      52,661
      2,270
      1,329
      -138
      -239
      -190
      3,735
      835
      432
      1,282
      2,298
      147,450
      648
      5,920
      80,133
      38,905
      2,620
      55,284
      7,641
      101,557
      -1,165
      14,526
      7,001
      13,401
      8,259
      435
      5,571
      13,270
      -1,952
      919
      -678
      2,506
      1,772
      22,486
      9,572
      46,144
      1,518
      7,040
      -497
      2,246
      2,979
      71,436
      19,907
      1,387
      36,746
      16,183
      59,171
      17,890
      -18,151
      3,806
      2,225
      5,404
      3,191
      3,968
      24,456
      77,207
      15,902
      53,178
      -25,682
      10,652
      27,919
      4,417
      1
      12,434
      -4,029
      8,472
      45,712
      143,050
      23,366
      1,889
      7,002
      79,145
      0
      1,703
      -1,168
      91,128
      40,609
      20,520
      -1,212
      -9,248
      6,598
      6,523
      -7,817
      -3,846
      105,606
      22,982
      28,600
      54
      79,259
      4,527
      -17,113
      16,613
      1,995
      10,707
      -18,530
      23,450
      1,601
      8,032
      45,171
      41,090
      14,882
      -1,514
      -3,413
      -6,584
      -3,561
      3,387
      -1,689
      0
      -7,634
      0
      -1,993
      -3,032
      -7,216
      0
      -1,082
      -2,237
      1,519
      0
      -6,440
      3,760
      0
      0
      -2,559
      0
      9
      -898
      513
      -4,221
      6
      -11
      0
      -1,395
      -25,928
      447
      -498
      -614
      -8,848
      -18,725
      782
      -7,148
      -1,304
      -1,241
      -410
      27,536
      30,731
      404
      590
      -19,461
      -524
      22,620
      1,868
      4,996
      7,912
      -6,511
      -7,543
      -27,793
      5,366
      366
      0
      0
      216
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 1,864,012
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 32,449
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 32,449
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 32,449
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 13,728
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 52,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 65,728
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 61
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 33,218
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow33,218 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
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 2023 or the taxable year beginning in 2023? 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 ORGANIZATION Telephone no.right arrow (804) 784-4246

Located atright arrowPO BOX 70MANAKINSABOTVA ZIP+4right arrow23103
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 2023, 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 (2023)
Form 990-PF (2023)
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
 
No
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
MARJORIE WEBB DIRECTOR
1.00 		25,000 0 0
PO BOX 70
MANAKINSABOT,VA23103
DAVID A HARRISON IV DIRECTOR
1.00 		25,000 0 0
PO BOX 70
MANAKINSABOT,VA23103
MARY H KEEVIL DIRECTOR
1.00 		25,000 0 0
PO BOX 70
MANAKINSABOT,VA23103
ANNE H ARMSTRONG DIRECTOR
1.00 		25,000 0 0
PO BOX 70
MANAKINSABOT,VA23103
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 (2023)
Form 990-PF (2023)
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 (2023)
Form 990-PF (2023)
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
54,296,625
b
Average of monthly cash balances.......................
1b
126,714
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
54,423,339
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
54,423,339
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
816,350
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
53,606,989
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
2,680,349
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
2,680,349
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
32,449
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
32,449
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,647,900
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
2,647,900
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
2,647,900
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
2,420,671
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
2,420,671
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 2,647,900
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 2,420,603
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 2,420,671
a Applied to 2022, but not more than line 2a 2,420,603
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 2023 distributable amount..... 68
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		2,647,832
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 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, 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) 2023 (b) 2022 (c) 2021 (d) 2020
         
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
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 (2023)
Form 990-PF (2023)
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

ACHIEVEMENT CENTERS FOR CHILDREN

4225 NORTHFIELD RD
HIGHLAND HILLS,OH44128 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 10,000

ANNA JULIA COOPER SCHOOL

2100 N 29TH STREET
RICHMOND,VA23223 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 85,000

BARNSTABLE CLEAN WATER COALITION

864 MAIN ST
OSTERVILLE,MA02655 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 35,000

BLUE RIDGE SCHOOL

273 MAYO DR
ST GEORGE,VA22935 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 200,000

BOCA GRANDE HEALTH CLINIC

320 PARK AVE
BOCA GRANDE,FL33921 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 35,000

BON SECOURS RICHMOND FOUNDATION

5855 BREMO ROAD
RICHMOND,VA23226 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 100,000

BOY'S & GIRL'S CLUB OF RICHMOND

5511 STAPLES MILL RD
RICHMOND,VA23228 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 25,000

BOYS AND GIRLS CLUB OF MARTIN COUNTY

9357 SE OLYMPUS ST
HOBE SOUND,FL33455 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 25,000

CAMP HOLIDAY TRAILS INC

400 HOLIDAY TRAILS LANE
CHARLOTTESVILLE,VA22903 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 60,000

CHESAPEAKE BAY FOUNDATION

6 HERNDON AVE
ANNAPOLIS,MD21403 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 100,000

COLLEGIATE SCHOOL

103 N MOORELAND ROAD
RICHMOND,VA23229 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 5,000

COLUMBIA UNIVERSITY

535 W 116TH STREET
NEW YORK,NY10027 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 125,000

CRISTO REY RICHMOND HIGH SCHOOL

304 N SHEPPARD ST
RICHMOND,VA23221 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 10,000

CROSSOVER MINISTRY INC

8600 QUIOCCASIN RD
RICHMOND,VA23229 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 10,000

CURE ALZHEIMER'S FUND

34 WASHINTON ST SUITE 310
WELLESLEY HILLS,VA02481 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 100,000

ELK HILL FARM INC

1975 ELK HILL RD
GOOCHLAND,VA23063 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 10,000

EPISCOPAL HIGH SCHOOL

1200 N QUAKER LANE
ALEXANDRIA,VA22302 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 10,000

EVERGLADES FOUNDATION

18001 OLD CUTLER ROAD 625
PALMETTO BAY,FL33157 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 25,000

FAITH FARM MINISTRIES

9538 US-441
BOYNTON BEACH,FL33472 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 10,000

FEED MORE

1415 RHOADMILLER ST
RICHMOND,VA23220 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 25,000

FRIENDS OF BOCA GRANDE

131 1ST STREET W
BOCA GRANDE,FL33921 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 50,000

FOCUSED ULTRASOUND FOUNDATION

1230 CEDARS CT
CHARLOTTESVILLE,VA22903 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 115,000

FOXCROFT SCHOOL

PO BOX 5555
MIDDLEBURG,VA20118 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 50,000

GICIA

131 1ST STREET W 8
BOCA GRANDE,FL33921 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 60,000

GOOCHLAND CARES

2999 RIVER RD
W GOOCHLAND,VA23063 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 15,000

GOOCHLAND FAMILY YMCA

1800 DICKINSON ROAD
GOOCHLAND,VA23063 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 40,000

GREATER RICHMOND FIT4KIDS

2500 WEST BROAD
RICHMOND,VA23220 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 10,000

GREENWICH ACADEMY

200 N MAPLE AVE
GREENWICH,CT06830 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 10,000

GREENWICH HOSPITAL FOUNDATION

5 PERRYIDGE ROAD
GREENWICH,CT06830 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 25,000

HARRY CHAPIN FOOD BANK

3760 FOWLER ST
FT MYERS,FL33901 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 10,000

HOBE SOUND EARLY LEARNING CENTER

11580 SE GOMEZ AVE
HOBE SOUND,FL33455 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 25,000

HOUSING ASSISTANCE CORPORATION

60 W MAIN ST 1
HYANNIS,MA02601 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 50,000

JHW FOUNDATION

1200 DOVER CREEK LANE
MANAKINSABOT,VA23103 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 10,000

MAYMONT FOUNDATION

1000 WESTOVER ROAD
RICHMOND,VA23220 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 40,000

NORTHERN NECK FAMILY YMCA

39 WILLIAM B GRAHAM CT
KILMARNOCK,VA22482 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 25,000

RAPPAHANNOCK ART LEAGUE INC

200 NORTH BOULEVARD
RICHMOND,VA23220 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 10,000

SAFE HARBOR

2006 BREMO RD 201
RICHMOND,VA23226 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 10,000

ST ANNE'S BELFIELD SCHOOL

2132 IVY RD
CHARLOTTESVILLE,VA22903 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 40,000

ST CATHERINE'S SCHOOL FOUNDATION

6001 GROVE AVE
RICHMOND,VA23226 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 35,000

ST JOSEPH'S VILLA

8000 BROOKE ROAD
RICHMOND,VA23227 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 35,000

ST CHRISTOPHERS SCHOOL

711 ST CHRISTOPHERS ROAD
RICHMOND,VA23226 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 5,000

STRATFORD HALL

483 GREAT HOUSE ROAD
STRATFORD,VA22558 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 20,000

SUNCOAST HUMANE SOCIETY INC

6781 SAN CASA DR
ENGLEWOOD,FL34224 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 10,671

SWEET BRIAR

PO BOX 1055
SWEET BRIAR,VA24595 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 10,000

THE BANNER LAKE CLUB

12212 SE LANTANA AVE
HOBE SOUND,FL33455 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 25,000

THE ISLAND SCHOOL FOUNDATION

135 1ST ST W
BOCA GRANDE,FL33921 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 55,000

THE LANCASTER PLAYERS

361 CHESAPEAKE DR
WHITE STONE,VA22578 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 10,000

THE NEW COMMUNITY SCHOOL

4211 HERMITAGE RD
RICHMOND,VA23227 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 10,000

THE RIVERSIDE FOUNDATION

14588 IL-22
LINCOLNSHIRE,IL60069 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 10,000

THE TRUSTEES OF RESERVATIONS

200 HIGH STREET
BOSTON,ME02110 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 10,000

THE VIRGINIA HOME

1101 HAMPTON STREET
RICHMOND,VA23220 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 25,000

THE WINGSPAN FOUNDATION

7146 HESPERIDES DR
WARRENTON,VA20186 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 10,000

THOMAS JEFFERSON FOUNDATION INC

PO BOX 316
CHARLOTTESVILLE,VA22902 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 35,000

TRIWAY TRAIL

BOX 300
IRVINGTON,VA22480 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 20,000

UNIVERSITY OF VIRGINIA

PO BOX 400101
CHARLOTTESVILLE,VA22904 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 425,000

VIRGINIA MUSUEM OF FINE ARTS

200 NORTH BOULEVARD
RICHMOND,VA23220 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 20,000

WOODS HOLE OCEANOGRAPHIC INSTITUTE

15 SCHOOL ST
WOODS HOLE,MA02543 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 50,000
Total .................................right arrow 3a 2,420,671
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
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 ....     14 732,462  
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 9,798  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 1,864,012  
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 2,606,272 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,606,272
(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 (2023)
Form 990-PF (2023)
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 SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
THE HARRISON FOUNDATION
EIN:
26-0353463
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 9,860 9,860   0

TY 2023 InvestmentsCorpStockSchedule
Name:
THE HARRISON FOUNDATION
EIN:
26-0353463
Name of Stock End of Year Book Value End of Year Fair Market Value
BESSEMER TRUST 33,044,812 50,324,273

TY 2023 InvestmentsOtherSchedule2
Name:
THE HARRISON FOUNDATION
EIN:
26-0353463
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
BESSEMER TRUST AT COST 3,978,445 6,517,254

TY 2023 OtherExpensesSchedule
Name:
THE HARRISON FOUNDATION
EIN:
26-0353463
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MISCELLANEOUS 198 0   0
FEES AND LICENSES 525 0   0


TY 2023 OtherIncomeSchedule2
Name:
THE HARRISON FOUNDATION
EIN:
26-0353463
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FIFTH AVE PRIVATE EQUITY FUND 0 5,917 0
PARTNERSHIP DISTRIBUTIONS 9,798 0 9,798


TY 2023 OtherIncreasesSchedule
Name:
THE HARRISON FOUNDATION
EIN:
26-0353463
Description Amount
BOOK TAX DIFFERENCE IN COST BASIS 5,899


TY 2023 OtherProfessionalFeesSchedule
Name:
THE HARRISON FOUNDATION
EIN:
26-0353463
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 154,598 154,598   0


TY 2023 TaxesSchedule
Name:
THE HARRISON FOUNDATION
EIN:
26-0353463
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 3,474 3,474   0
EXCISE TAXES 30,256 0   0