Ridgeway Fred C-Charittuw — Form 990PF, tax year 2024

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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
RIDGEWAY FRED C-CHARITTUW
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 919798
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ORLANDO, FL328919798
A Employer identification number

54-6118268
B Telephone number (see instructions)

(804) 273-7445
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$487,849J 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... 11,883 11,826  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 19,017
b Gross sales price for all assets on line 6a 165,220
7 Capital gain net income (from Part IV, line 2)... 19,017
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 30,900 30,843  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 10,624 5,312   5,312
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,500 0 0 1,500
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
530 31   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
843     843
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 13,497 5,343 0 7,655
25 Contributions, gifts, grants paid....... 17,897 17,897
26 Total expenses and disbursements. Add lines 24 and 25 31,394 5,343 0 25,552
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -494
b Net investment income (if negative, enter -0-) 25,500
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 7 163 163
2 Savings and temporary cash investments......... 16,757 7,724 7,724
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
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 arrow0      
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)....... 141,115 Click to see attachment
List of Attached Documents:
// Content
117,380 		180,104
c Investments—corporate bonds (attach schedule)....... 161,733 Click to see attachment
List of Attached Documents:
// Content
167,498 		163,483
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).......... 107,455 Click to see attachment
List of Attached Documents:
// Content
133,842 		136,375
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) 427,067 426,607 487,849
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
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........ 427,067 426,607
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 427,067 426,607
30 Total liabilities and net assets/fund balances (see instructions). 427,067 426,607
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
427,067
2
Enter amount from Part I, line 27a .....................
2
-494
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
315
4
Add lines 1, 2, and 3 ..........................
4
426,888
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
281
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
426,607
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 2. O'REILLY AUTOMOTIVE INC   2023-02-21 2024-01-10
b 9. ORACLE SYSTEM CORPORATION   2023-06-15 2024-01-10
c 1. COSTCO WHOLESALE CORP   2023-02-21 2024-02-12
d 3. FACEBOOK INC CL A   2023-08-03 2024-02-12
e 2. NETFLIX INC     2024-02-12
13. PEPSICO INCORPORATED   2023-02-21 2024-02-12
2. VERTEX PHARMACEUTICALS INC   2023-08-10 2024-02-12
6. APPLIED MATERIALS   2023-02-21 2024-02-15
25. MORGAN STANLEY DEAN WITTER DIS CO   2023-02-21 2024-03-08
2. ECOLABS INC   2023-07-14 2024-04-03
10. HONEYWELL INTERNATIONAL INC   2023-02-21 2024-04-03
1. MARTIN MARIETTA MATLS COMMON   2023-08-03 2024-04-03
1. NETFLIX INC   2023-05-26 2024-04-15
4. UNITED HEALTH GROUP INC   2023-02-21 2024-04-15
4. ALPHABET INC CL C   2023-02-21 2024-04-29
2. ALPHABET INC CL A   2023-02-21 2024-04-29
2. AMAZON INC COMMON   2024-01-10 2024-04-29
1. ANALOG DEVICES INC   2023-02-21 2024-04-29
4. APPLE COMPUTER CORPORATION COMMON   2023-02-21 2024-04-29
2. BANK OF NEW YORK MELLON CORP   2023-03-03 2024-04-29
105.504 DOUBLELINE TTL RTRN BND-R6   2021-07-21 2024-04-29
10. ISHARES BARCLAYS 1-3 YR TREASURY BD     2024-04-29
2. ISHARES 10-20 YEAR TREASURY BOND ETF   2023-06-12 2024-04-29
208. ISHARES US TREASURY BOND ETF     2024-04-29
2. J P MORGAN CHASE & CO   2023-02-21 2024-04-29
2. MICROSOFT CORPORATION   2023-02-21 2024-04-29
1. MOHAWK IND INC COMMON   2024-01-10 2024-04-29
1. NVIDIA CORP COMMON   2024-01-10 2024-04-29
1. PULTE GROUP INC   2024-01-10 2024-04-29
1. QUANTA SERVICES INC COMMON   2023-02-21 2024-04-29
2. RTX CORPORATION   2023-02-21 2024-04-29
1. TARGA RESOURCES   2023-08-10 2024-04-29
1. TESLA INC   2023-06-15 2024-04-29
1. UNION PACIFIC CORP   2023-02-21 2024-04-29
38.682 VANGUARD M/B SEC INDEX-ADM   2022-05-09 2024-04-29
31. CVS CORP COMMON     2024-05-10
2. CARLISLE COS INC   2023-02-21 2024-05-10
3. KNIGHT-SWIFT TRANSN HLDGS INC   2023-06-12 2024-05-10
28. KNIGHT-SWIFT TRANSN HLDGS INC   2023-02-21 2024-05-10
5. HOME DEPOT INCORPORATED   2023-02-21 2024-05-29
6. MOLINA HEALTHCARE INC     2024-05-29
2. AMAZON INC COMMON   2024-05-29 2024-06-24
1. AMERISOURCEBERGEN CORP. COMMON   2024-04-15 2024-06-24
1. ANALOG DEVICES INC   2023-02-21 2024-06-24
3. APPLE COMPUTER CORPORATION COMMON   2023-02-21 2024-06-24
2.028 ARTISAN INTL VALUE FUND-INS   2024-04-29 2024-06-24
3. BANK OF NEW YORK MELLON CORP   2023-03-03 2024-06-24
1. BELLRING BRANDS INC   2024-02-12 2024-06-24
2. BERKLEY W R CORP   2024-04-29 2024-06-24
3. BERKLEY W R CORP   2023-02-21 2024-06-24
1. BLACKROCK INC   2024-04-29 2024-06-24
1. CADENCE DESIGN SYSTEMS INC   2024-04-29 2024-06-24
2. CONOCOPHILLIPS COM   2024-04-03 2024-06-24
2. CORE & MAIN INC CL A   2024-04-03 2024-06-24
1. COSTCO WHOLESALE CORP   2023-02-21 2024-06-24
2. EASTMAN CHEMICAL COMPANY INC   2024-04-03 2024-06-24
2.424 EATON VANCE-ATLANTA SMID-R6   2022-05-05 2024-06-24
2. ECOLABS INC     2024-06-24
2. ENTERGY CORP COMMON   2024-05-10 2024-06-24
1. EQUINIX INC REIT   2023-12-08 2024-06-24
3. FACEBOOK INC CL A     2024-06-24
1. HCA HOLDINGS INC   2023-02-21 2024-06-24
9. HALLIBURTON COMPANY     2024-06-24
1. INTUITIVE SURGICAL INC   2024-04-29 2024-06-24
1. IQVIA HOLDINGS INC   2023-02-21 2024-06-24
6. ISHARES 10-20 YEAR TREASURY BOND ETF   2023-02-21 2024-06-24
2. J P MORGAN CHASE & CO   2024-05-29 2024-06-24
1. LPL FINANCIAL HOLDINGS INC   2024-04-29 2024-06-24
1. ELI LILLY & CO   2024-05-29 2024-06-24
1. MERCK & CO INC   2024-04-29 2024-06-24
3. MICROSOFT CORPORATION   2023-02-21 2024-06-24
2. MOHAWK IND INC COMMON   2024-01-10 2024-06-24
1. NETFLIX INC   2024-04-29 2024-06-24
1. PNC BK CORP   2023-02-21 2024-06-24
1. PALO ALTO NETWORKS INC   2023-10-04 2024-06-24
2. PHILLIPS 66   2023-08-10 2024-06-24
2. PROGESSIVE CORP., OHIO COMMON     2024-06-24
1. PULTE GROUP INC   2024-01-10 2024-06-24
1. QUANTA SERVICES INC COMMON   2023-02-21 2024-06-24
2. RTX CORPORATION   2023-02-21 2024-06-24
2. TARGA RESOURCES   2023-08-10 2024-06-24
1. UNION PACIFIC CORP   2023-02-21 2024-06-24
1. VERTEX PHARMACEUTICALS INC   2024-04-29 2024-06-24
2. VISA INC     2024-06-24
4. VONTIER CORP   2023-03-03 2024-06-24
3. WAL MART STORES INCORPORATED   2023-02-21 2024-06-24
2. ARCH CAPITAL GROUP LTD   2023-02-21 2024-06-24
1. TRANE TECHNOLOGIES PLC   2023-02-21 2024-06-24
4. APPLIED MATERIALS   2023-02-21 2024-06-26
1. CADENCE DESIGN SYSTEMS INC   2023-03-03 2024-06-26
13. PULTE GROUP INC     2024-07-02
6. ALPHABET INC CL A   2023-02-21 2024-07-12
3. APPLIED MATERIALS   2023-02-21 2024-07-12
4. CADENCE DESIGN SYSTEMS INC   2023-02-21 2024-07-12
2. FACEBOOK INC CL A   2023-10-04 2024-07-12
28. HALLIBURTON COMPANY     2024-07-12
43. HALLIBURTON COMPANY   2023-02-21 2024-07-12
3. MICROSOFT CORPORATION   2023-02-21 2024-07-12
1. VERTEX PHARMACEUTICALS INC   2023-06-12 2024-07-12
.5 BERKLEY W R CORP   2023-02-21 2024-07-23
2. CONOCOPHILLIPS COM   2024-04-29 2024-08-09
20. CONOCOPHILLIPS COM     2024-08-09
2. AMAZON INC COMMON     2024-08-19
19.46 ARTISAN INTL VALUE FUND-INS   2024-04-29 2024-08-19
5. BROADCOM INC   2023-05-26 2024-08-19
7. CHIPOTLE MEXICAN GRILL INC   2023-02-21 2024-08-19
111.817 DOUBLELINE TTL RTRN BND-R6   2021-07-21 2024-08-19
11.878 EATON VANCE-ATLANTA SMID-R6   2022-05-05 2024-08-19
6. ISHARES GOLD TRUST   2024-04-29 2024-08-19
93. ISHARES BARCLAYS 1-3 YR TREASURY BD     2024-08-19
2. CEF ISHARES TR S&P   2024-04-29 2024-08-19
3. CEF ISHARES TR S&P   2023-02-21 2024-08-19
15. ISHARES BARCLAYS CREDIT BOND ETF   2022-05-05 2024-08-19
133. ISHARES 10-20 YEAR TREASURY BOND ETF   2023-08-28 2024-08-19
84. ISHARES 10-20 YEAR TREASURY BOND ETF   2023-02-21 2024-08-19
15.428 JOHCM INTERNATIONAL SEL-INST   2024-04-29 2024-08-19
10. NVIDIA CORP COMMON   2024-01-10 2024-08-19
5. NVIDIA CORP COMMON   2023-08-03 2024-08-19
70.022 PIMCO INVESTMENT GRADE CREDIT BD-I   2022-05-05 2024-08-19
60.428 VANGUARD M/B SEC INDEX-ADM   2022-05-09 2024-08-19
2. WAL MART STORES INCORPORATED   2023-02-21 2024-08-19
1. ARCH CAPITAL GROUP LTD   2023-02-21 2024-08-19
6. CADENCE DESIGN SYSTEMS INC   2023-02-21 2024-08-27
4. ARCH CAPITAL GROUP LTD   2023-02-21 2024-08-27
3. MARTIN MARIETTA MATLS COMMON   2023-06-15 2024-10-03
11. NEUROCRINE BIOSCIENCES INC     2024-10-03
1. TRANE TECHNOLOGIES PLC   2024-08-19 2024-10-03
1. TRANE TECHNOLOGIES PLC   2023-02-21 2024-10-03
1. ALPHABET INC CL C   2024-08-19 2024-10-21
3. ALPHABET INC CL C   2023-02-21 2024-10-21
1. ALPHABET INC CL A   2023-02-21 2024-10-21
1. AMAZON INC COMMON   2024-01-10 2024-10-21
1. AMERISOURCEBERGEN CORP. COMMON   2024-08-19 2024-10-21
5. APPLE COMPUTER CORPORATION COMMON   2024-06-26 2024-10-21
2. BANK OF NEW YORK MELLON CORP   2023-03-03 2024-10-21
3. BELLRING BRANDS INC   2024-02-12 2024-10-21
4. BERKLEY W R CORP   2023-02-21 2024-10-21
2. CMS ENERGY CORP   2024-08-27 2024-10-21
6. CHIPOTLE MEXICAN GRILL INC   2023-02-21 2024-10-21
3. CORE & MAIN INC CL A   2024-04-03 2024-10-21
1. DIAMONDBACK ENERGY INC   2024-08-09 2024-10-21
8.177 EATON VANCE-ATLANTA SMID-R6   2022-05-05 2024-10-21
1. ECOLABS INC   2024-08-19 2024-10-21
3. ENTERGY CORP COMMON     2024-10-21
1. FACEBOOK INC CL A   2024-08-19 2024-10-21
1. INTERNATIONAL BUSINESS MACHINES CORP   2024-08-19 2024-10-21
1. IQVIA HOLDINGS INC   2024-08-19 2024-10-21
1. CEF ISHARES TR S&P   2023-02-21 2024-10-21
182. ISHARES GSCI CMMDTY DYNMC ROLL ETF     2024-10-21
1. J P MORGAN CHASE & CO   2024-05-29 2024-10-21
42.401 JOHCM INTERNATIONAL SEL-INST   2024-04-29 2024-10-21
18.789 JOHCM INTERNATIONAL SEL-INST   2022-05-05 2024-10-21
1. LPL FINANCIAL HOLDINGS INC   2024-02-15 2024-10-21
3. MERCK & CO INC     2024-10-21
1. MICROSOFT CORPORATION   2024-08-19 2024-10-21
1. MICROSOFT CORPORATION   2023-02-21 2024-10-21
1. MOHAWK IND INC COMMON   2024-08-19 2024-10-21
1. PNC BK CORP   2023-02-21 2024-10-21
1. PALO ALTO NETWORKS INC   2024-08-19 2024-10-21
1. PHILIP MORRIS INTERNATIONAL   2024-08-27 2024-10-21
1. QUANTA SERVICES INC COMMON   2024-08-19 2024-10-21
2. RTX CORPORATION   2023-02-21 2024-10-21
1. VISA INC   2024-08-19 2024-10-21
1. VISA INC   2023-02-21 2024-10-21
5. VONTIER CORP   2023-03-03 2024-10-21
8. IQVIA HOLDINGS INC     2024-10-30
1. COSTCO WHOLESALE CORP   2024-08-19 2024-12-05
7. TARGA RESOURCES   2023-08-10 2024-12-05
9. WAL MART STORES INCORPORATED   2023-02-21 2024-12-05
3. ALPHABET INC CL C   2023-02-21 2024-12-09
1. ALPHABET INC CL A   2023-02-21 2024-12-09
1. AMAZON INC COMMON   2024-01-10 2024-12-09
5. AMAZON INC COMMON     2024-12-09
1. ANALOG DEVICES INC   2023-02-21 2024-12-09
3. APPLE COMPUTER CORPORATION COMMON   2024-06-26 2024-12-09
1. APPLIED MATERIALS   2024-10-21 2024-12-09
1. BLACKROCK INC   2024-08-19 2024-12-09
1. BROADCOM INC   2024-10-21 2024-12-09
3. BROADCOM INC   2023-05-26 2024-12-09
2. CMS ENERGY CORP   2024-08-27 2024-12-09
1. CARLISLE COS INC   2023-02-21 2024-12-09
4. CHIPOTLE MEXICAN GRILL INC   2023-02-21 2024-12-09
1. DIAMONDBACK ENERGY INC   2024-08-09 2024-12-09
2. EASTMAN CHEMICAL COMPANY INC   2024-04-03 2024-12-09
1. FACEBOOK INC CL A   2023-07-25 2024-12-09
1. INTERNATIONAL BUSINESS MACHINES CORP   2024-07-12 2024-12-09
3. CEF ISHARES TR S&P   2023-02-21 2024-12-09
1. J P MORGAN CHASE & CO   2024-05-29 2024-12-09
1. J P MORGAN CHASE & CO   2023-02-21 2024-12-09
491.22 JOHCM INTERNATIONAL SEL-INST     2024-12-09
1. JONES LANG LASALLE INC   2024-10-03 2024-12-09
3. MERCK & CO INC     2024-12-09
3. MICROSOFT CORPORATION   2023-02-21 2024-12-09
1. MOHAWK IND INC COMMON   2024-01-10 2024-12-09
5. NVIDIA CORP COMMON   2024-10-21 2024-12-09
1. PNC BK CORP   2023-02-21 2024-12-09
1. PALO ALTO NETWORKS INC   2023-10-04 2024-12-09
2. PHILIP MORRIS INTERNATIONAL   2024-08-27 2024-12-09
2. PHILLIPS 66   2023-08-10 2024-12-09
1. PROGESSIVE CORP., OHIO COMMON   2024-04-15 2024-12-09
1. QUANTA SERVICES INC COMMON   2023-02-21 2024-12-09
2. RTX CORPORATION   2023-02-21 2024-12-09
1. TESLA INC   2023-06-15 2024-12-09
1. UNION PACIFIC CORP   2023-02-21 2024-12-09
1. UNITED HEALTH GROUP INC   2023-02-21 2024-12-09
1. VERTEX PHARMACEUTICALS INC   2023-02-21 2024-12-09
3. ARCH CAPITAL GROUP LTD   2023-02-21 2024-12-09
2. MEDTRONIC PLC   2024-10-30 2024-12-09
1. TRANE TECHNOLOGIES PLC   2023-02-21 2024-12-09
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CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,866   1,729 137
b 932   1,135 -203
c 718   502 216
d 1,429   944 485
e 1,124   847 277
2,180   2,298 -118
836   699 137
1,128   676 452
2,189   2,453 -264
455   376 79
1,989   1,972 17
610   450 160
621   370 251
1,788   1,978 -190
682   369 313
338   184 154
365   307 58
201   188 13
693   600 93
115   103 12
901   1,119 -218
812   830 -18
199   221 -22
4,612   4,972 -360
387   280 107
811   504 307
116   106 10
876   542 334
114   105 9
264   150 114
204   201 3
117   84 33
188   257 -69
243   196 47
687   741 -54
1,743   2,370 -627
831   516 315
148   167 -19
1,384   1,636 -252
1,623   1,493 130
1,842   1,955 -113
375   366 9
240   235 5
231   188 43
636   450 186
100   97 3
179   154 25
57   60 -3
162   153 9
243   200 43
801   763 38
312   284 28
228   262 -34
101   119 -18
849   502 347
201   203 -2
100   91 9
489   410 79
215   224 -9
758   801 -43
1,506   1,183 323
341   257 84
308   362 -54
434   375 59
217   214 3
626   656 -30
397   397  
278   266 12
900   810 90
132   132  
1,350   757 593
227   212 15
670   559 111
155   156 -1
319   237 82
278   231 47
425   415 10
113   105 8
274   150 124
213   201 12
255   169 86
228   196 32
471   397 74
560   551 9
158   110 48
207   147 60
205   135 70
338   180 158
928   451 477
310   195 115
1,353   1,264 89
1,111   552 559
736   338 398
1,258   771 487
1,005   608 397
947   1,044 -97
1,454   1,563 -109
1,359   757 602
490   336 154
26   22 4
217   260 -43
2,166   2,099 67
355   337 18
1,001   928 73
822   398 424
367   220 147
1,003   1,186 -183
511   446 65
282   265 17
7,674   7,612 62
226   212 14
339   307 32
777   771 6
14,366   13,881 485
9,073   9,182 -109
382   360 22
1,242   542 700
621   225 396
640   640  
1,130   1,158 -28
147   98 49
103   68 35
1,610   1,157 453
441   270 171
1,559   1,288 271
1,234   1,626 -392
388   343 45
388   180 208
165   167 -2
495   277 218
163   92 71
188   154 34
238   238  
1,173   1,069 104
152   103 49
197   179 18
246   178 68
143   135 8
358   189 169
140   179 -39
185   199 -14
371   307 64
261   241 20
406   342 64
577   527 50
231   194 37
235   240 -5
118   102 16
4,765   5,048 -283
225   198 27
1,048   988 60
464   428 36
259   258 1
327   364 -37
416   419 -3
416   252 164
164   147 17
188   156 32
375   336 39
120   122 -2
315   266 49
252   201 51
290   267 23
290   221 69
176   137 39
1,743   1,689 54
987   871 116
1,392   590 802
857   440 417
527   277 250
174   92 82
227   154 73
1,137   723 414
216   188 28
725   641 84
172   186 -14
1,050   874 176
179   179  
537   239 298
134   135 -1
438   258 180
262   126 136
170   199 -29
204   203 1
623   294 329
238   183 55
375   307 68
247   198 49
247   140 107
11,932   11,011 921
277   265 12
308   330 -22
1,329   757 572
131   106 25
695   690 5
208   156 52
407   237 170
261   243 18
258   231 27
252   208 44
334   150 184
235   201 34
398   257 141
232   196 36
553   494 59
467   294 173
292   203 89
168   181 -13
412   180 232
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
      814
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       137
b       -203
c       216
d       485
e       277
      -118
      137
      452
      -264
      79
      17
      160
      251
      -190
      313
      154
      58
      13
      93
      12
      -218
      -18
      -22
      -360
      107
      307
      10
      334
      9
      114
      3
      33
      -69
      47
      -54
      -627
      315
      -19
      -252
      130
      -113
      9
      5
      43
      186
      3
      25
      -3
      9
      43
      38
      28
      -34
      -18
      347
      -2
      9
      79
      -9
      -43
      323
      84
      -54
      59
      3
      -30
       
      12
      90
       
      593
      15
      111
      -1
      82
      47
      10
      8
      124
      12
      86
      32
      74
      9
      48
      60
      70
      158
      477
      115
      89
      559
      398
      487
      397
      -97
      -109
      602
      154
      4
      -43
      67
      18
      73
      424
      147
      -183
      65
      17
      62
      14
      32
      6
      485
      -109
      22
      700
      396
       
      -28
      49
      35
      453
      171
      271
      -392
      45
      208
      -2
      218
      71
      34
       
      104
      49
      18
      68
      8
      169
      -39
      -14
      64
      20
      64
      50
      37
      -5
      16
      -283
      27
      60
      36
      1
      -37
      -3
      164
      17
      32
      39
      -2
      49
      51
      23
      69
      39
      54
      116
      802
      417
      250
      82
      73
      414
      28
      84
      -14
      176
       
      298
      -1
      180
      136
      -29
      1
      329
      55
      68
      49
      107
      921
      12
      -22
      572
      25
      5
      52
      170
      18
      27
      44
      184
      34
      141
      36
      59
      173
      89
      -13
      232
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 19,017
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) 1 354
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........................... 3 354
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- ..... 5 354
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 284
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 284
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 70
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowVA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowTRUIST BANK Telephone no.right arrow (804) 273-7445

Located atright arrowPO BOX 919798ORLANDOFL ZIP+4right arrow32891
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
TRUIST BANK TRUSTEE
12 		10,624    
PO BOX 919798
ORLANDO,FL32891
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 arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
463,704
b
Average of monthly cash balances.......................
1b
12,712
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
476,416
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
476,416
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
7,146
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
469,270
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
23,464
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
23,464
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
354
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
354
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
23,110
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
23,110
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
23,110
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
25,552
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
25,552
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 23,110
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 17,897
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 0
b From 2020...... 0
c From 2021...... 0
d From 2022...... 0
e From 2023...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 25,552
a Applied to 2023, but not more than line 2a 17,897
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..... 7,655
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		15,455
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 0
e Excess from 2024.... 0
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).)
NONE
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.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
TRUIST BANK
PO BOX 919798
ORLANDO,FL32891
(540) 655-4345
bThe form in which applications should be submitted and information and materials they should include:
LETTER FORM - APPLICANTS MUST DEMONSTRATE NEED WITHIN PARAMETERS OF FOUNDATION PURPOSE
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
PRIORITY TO FOOD, CLOTHING AND MEDICAL ATTENTION FOR NEEDY CHILDREN IN AREAS OF BERKLEY COUNTY, WV AND FREDERICK COUNTY, VA OR TO NEEDY CHILDREN ELSEWHERE.
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

PAYNES CHAPEL CHURCH
C/O RAY MILLER TRUSTEE
319 LANNY DR
WINCHESTER,VA22601 		NONE PC GENERAL OPERATING 17,897
Total .................................right arrow 3a 17,897
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
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 11,883  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 19,017  
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) ..   30,900  
13Total. Add line 12, columns (b), (d), and (e)..................
13
30,900
(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:
RIDGEWAY FRED C-CHARITTUW
EIN:
54-6118268
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,500     1,500

TY 2024 InvestmentsCorpBondsSchedule
Name:
RIDGEWAY FRED C-CHARITTUW
EIN:
54-6118268
Name of Bond End of Year Book Value End of Year Fair Market Value
258620566 DOUBLELINE TOTAL RET 30,092 27,378
46429B267 ISHARES US TREASURY 120,162 119,036
722005816 PIMCO INVESTMENT GRA 17,244 17,069
464288653 ISHARES 10-20 YEAR T    

TY 2024 InvestmentsCorpStockSchedule
Name:
RIDGEWAY FRED C-CHARITTUW
EIN:
54-6118268
Name of Stock End of Year Book Value End of Year Fair Market Value
02079K305 ALPHABET INC CL A 920 1,893
03073E105 CENCORA INC 1,648 1,573
46625H100 JP MORGAN CHASE & CO 2,935 5,034
594918104 MICROSOFT CORP 7,314 12,224
743315103 PROGRESSIVE CORP 1,968 2,396
02079K107 ALPHABET INC CL C 3,232 6,665
023135106 AMAZON.COM INC 4,690 9,653
032654105 ANALOG DEVICES INC 1,867 2,125
037833100 APPLE INC 8,413 13,523
038222105 APPLIED MATERIALS IN 1,127 1,626
064058100 BANK OF NEW YORK MEL 1,489 2,228
084423102 WR BERKLEY CORP 1,715 2,282
09247X101 BLACKROCK INC    
09857L108 BOOKING HOLDINGS INC 2,620 4,968
11135F101 BROADCOM INC 1,750 5,100
127387108 CADENCE DESIGN SYSTE    
142339100 CARLISLE COS INC 1,548 2,213
169656105 CHIPOTLE MEXICAN GRI 1,038 1,990
20825C104 CONOCOPHILLIPS    
22160K105 COSTCO WHOLESALE COR 1,506 2,749
278865100 ECOLAB INC 1,503 1,875
29364G103 ENTERGY CORP 2,079 3,033
30303M102 META PLATFORMS INC C 3,138 6,441
40412C101 HCA HEALTHCARE INC 1,544 1,801
406216101 HALLIBURTON CO    
437076102 HOME DEPOT INC    
438516106 HONEYWELL INTERNATIO    
46120E602 INTUITIVE SURGICAL I 1,312 2,088
46266C105 IQVIA HOLDINGS INC    
499049104 KNIGHT-SWIFT TRANSN    
50212V100 LPL FINANCIAL HOLDIN 1,535 1,959
532457108 LILLY ELI & CO 3,320 3,860
573284106 MARTIN MARIETTA MATL    
58933Y105 MERCK & CO INC 2,737 2,487
608190104 MOHAWK INDUSTRIES IN 1,232 1,549
60855R100 MOLINA HEALTHCARE IN    
617446448 MORGAN STANLEY    
64110L106 NETFLIX INC 1,480 3,565
67066G104 NVIDIA CORP 4,146 13,026
67103H107 O'REILLY AUTOMOTIVE    
68389X105 ORACLE CORPORATION    
693475105 PNC FINL SVCS GROUP 1,873 2,314
697435105 PALO ALTO NETWORKS I 1,417 2,184
713448108 PEPSICO INC    
718546104 PHILLIPS 66 1,198 1,367
745867101 PULTE GROUP INC    
74762E102 QUANTA SERVICES INC 1,202 2,528
75513E101 RTX CORPORATION 2,111 2,430
87612G101 TARGA RESOURCES 1,180 2,499
88160R101 TESLA INC 2,405 4,038
907818108 UNION PAC CORP 1,565 1,824
91324P102 UNITEDHEALTH GROUP I 1,481 1,518
92532F100 VERTEX PHARMACEUTICA 1,177 1,611
92826C839 VISA INC CL A 2,652 3,792
928881101 VONTIER CORP 1,259 1,678
931142103 WALMART INC 1,810 3,343
G0450A105 ARCH CAPITAL GROUP L 1,487 2,032
G8994E103 TRANE TECHNOLOGIES P 1,254 2,585
040413205 ARISTA NETWORKS INC 1,826 1,879
07831C103 BELLRING BRANDS INC 1,707 2,185
09290D101 BLACKROCK INC 1,394 2,050
125896100 CMS ENERGY CORP 2,168 2,333
21874C102 CORE & MAIN INC CL A 1,536 1,324
25278X109 DIAMONDBACK ENERGY I 2,186 1,802
277432100 EASTMAN CHEMICAL CO 2,025 1,826
459200101 INTL BUSINESS MACHIN 2,193 2,638
48020Q107 JONES LANG LASALLE I 1,575 1,772
701094104 PARKER HANNIFIN CORP 1,682 1,908
718172109 PHILIP MORRIS INTL I 2,642 2,648
75886F107 REGENERON PHARMACEUT 1,033 712
G5960L103 MEDTRONIC PLC 1,536 1,358

TY 2024 InvestmentsOtherSchedule2
Name:
RIDGEWAY FRED C-CHARITTUW
EIN:
54-6118268
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
04314H857 ARTISAN INTERNATIONA AT COST 18,900 21,552
277902235 EATON VANCE ATLANTA AT COST 7,742 9,002
464287457 ISHARES BARCLAYS 1-3      
464287804 ISHARES CORE S&P SMA AT COST 7,908 9,218
464288620 ISHARES BROAD USD IN AT COST 23,490 23,330
46653M849 JOHCM INTERNATIONAL      
92206C755 VANGUARD MORTGAGE-BA AT COST 31,575 30,777
29444U700 EQUINIX INC AT COST 1,622 1,886
464285204 ISHARES GOLD TRUST AT COST 9,614 9,952
464287507 ISHARES CORE S&P MID AT COST 10,043 9,347
46432F842 ISHARES CORE MSCI EA AT COST 12,589 11,807
46434G103 ISHARES CORE MSCI EM AT COST 10,359 9,504

TY 2024 OtherDecreasesSchedule
Name:
RIDGEWAY FRED C-CHARITTUW
EIN:
54-6118268
Description Amount
2024 TRANSACTION POSTED IN 2025 223
ROUNDING 1
RETURN OF CAPITAL ADJUSTMENT 57


TY 2024 OtherExpensesSchedule
Name:
RIDGEWAY FRED C-CHARITTUW
EIN:
54-6118268
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER ALLOCABLE EXPENSE-PRINCI 843 0   843
OTHER EXPENSE (NON-DEDUCTIBLE   0   0


TY 2024 OtherIncreasesSchedule
Name:
RIDGEWAY FRED C-CHARITTUW
EIN:
54-6118268
Description Amount
2023 TRANSACTION POSTED IN 2024 251
COST BASIS ADJUSTMENT 64


TY 2024 TaxesSchedule
Name:
RIDGEWAY FRED C-CHARITTUW
EIN:
54-6118268
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAX PAYMENT - PRIOR YE 215 0   0
FEDERAL ESTIMATES - PRINCIPAL 284 0   0
FOREIGN TAXES ON QUALIFIED FOR 20 20   0
FOREIGN TAXES ON NONQUALIFIED 11 11   0