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
CLARENCE L ROBEY CHARITABLE TRUST
 
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

54-6138649
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$1,507,111J 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... 36,407 36,231  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 50,821
b Gross sales price for all assets on line 6a 488,382
7 Capital gain net income (from Part IV, line 2)... 50,821
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)....... Click to see attachment
List of Attached Documents:
// Content
535    
12 Total. Add lines 1 through 11........ 87,763 87,052  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 13,041 6,521   6,520
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
97 97   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications.......... 21 0 0 21
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,852 1   1,851
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 16,511 6,619 0 9,892
25 Contributions, gifts, grants paid....... 76,000 76,000
26 Total expenses and disbursements. Add lines 24 and 25 92,511 6,619 0 85,892
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -4,748
b Net investment income (if negative, enter -0-) 80,433
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............. 15,421 9,455 9,453
2 Savings and temporary cash investments......... 49,019 31,438 31,438
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)....... 423,125 Click to see attachment
List of Attached Documents:
// Content
342,845 		546,494
c Investments—corporate bonds (attach schedule)....... 533,995 Click to see attachment
List of Attached Documents:
// Content
554,282 		501,880
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).......... 351,756 Click to see attachment
List of Attached Documents:
// Content
430,579 		417,846
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) 1,373,316 1,368,599 1,507,111
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........ 1,373,316 1,368,599
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)..... 1,373,316 1,368,599
30 Total liabilities and net assets/fund balances (see instructions). 1,373,316 1,368,599
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
1,373,316
2
Enter amount from Part I, line 27a .....................
2
-4,748
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
752
4
Add lines 1, 2, and 3 ..........................
4
1,369,320
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
721
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,368,599
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 6. O'REILLY AUTOMOTIVE INC   2022-07-27 2024-01-10
b 29. ORACLE SYSTEM CORPORATION   2023-06-15 2024-01-10
c 5. COSTCO WHOLESALE CORP   2021-12-07 2024-02-12
d 10. FACEBOOK INC CL A   2023-08-03 2024-02-12
e 5. NETFLIX INC     2024-02-12
41. PEPSICO INCORPORATED   2023-01-24 2024-02-12
5. VERTEX PHARMACEUTICALS INC   2023-08-10 2024-02-12
21. APPLIED MATERIALS     2024-02-15
2. MORGAN STANLEY DEAN WITTER DIS CO   2023-03-27 2024-03-08
74. MORGAN STANLEY DEAN WITTER DIS CO     2024-03-08
1. CHIPOTLE MEXICAN GRILL INC   2023-01-24 2024-04-03
8. ECOLABS INC   2023-07-14 2024-04-03
1. HONEYWELL INTERNATIONAL INC   2023-06-12 2024-04-03
30. HONEYWELL INTERNATIONAL INC     2024-04-03
4. MARTIN MARIETTA MATLS COMMON   2023-08-03 2024-04-03
3. NETFLIX INC   2023-05-26 2024-04-15
12. UNITED HEALTH GROUP INC     2024-04-15
17. ALPHABET INC CL C     2024-04-29
10. ALPHABET INC CL A   2022-03-18 2024-04-29
8. AMAZON INC COMMON     2024-04-29
6. ANALOG DEVICES INC   2023-03-03 2024-04-29
21. APPLE COMPUTER CORPORATION COMMON     2024-04-29
1. APPLIED MATERIALS   2021-12-07 2024-04-29
9. BANK OF NEW YORK MELLON CORP   2023-03-03 2024-04-29
1. BROADCOM INC   2023-05-26 2024-04-29
1. CADENCE DESIGN SYSTEMS INC   2023-03-03 2024-04-29
2. CARLISLE COS INC     2024-04-29
488.759 DOUBLELINE TTL RTRN BND-R6   2013-12-12 2024-04-29
30.451 EATON VANCE-ATLANTA SMID-R6   2020-07-06 2024-04-29
1. HOME DEPOT INCORPORATED   2020-07-06 2024-04-29
1. INTUITIVE SURGICAL INC   2023-06-15 2024-04-29
2. IQVIA HOLDINGS INC   2021-12-07 2024-04-29
21. ISHARES BARCLAYS 1-3 YR TREASURY BD   2022-07-27 2024-04-29
6. CEF ISHARES TR S&P   2021-02-24 2024-04-29
27. ISHARES 10-20 YEAR TREASURY BOND ETF   2022-07-27 2024-04-29
691. ISHARES US TREASURY BOND ETF   2020-07-06 2024-04-29
6. J P MORGAN CHASE & CO   2021-12-07 2024-04-29
6. MICROSOFT CORPORATION   2022-01-18 2024-04-29
5. MOHAWK IND INC COMMON   2024-01-10 2024-04-29
5. NVIDIA CORP COMMON   2024-01-10 2024-04-29
4. PNC BK CORP   2022-01-18 2024-04-29
4. PULTE GROUP INC   2024-01-10 2024-04-29
6. QUANTA SERVICES INC COMMON   2021-12-07 2024-04-29
8. RTX CORPORATION   2023-01-24 2024-04-29
4. TARGA RESOURCES   2023-08-10 2024-04-29
3. TESLA INC   2023-06-15 2024-04-29
2. UNION PACIFIC CORP   2021-12-07 2024-04-29
226.126 VANGUARD M/B SEC INDEX-ADM   2020-07-06 2024-04-29
9. VONTIER CORP   2023-03-03 2024-04-29
2. WAL MART STORES INCORPORATED   2022-01-18 2024-04-29
2. TRANE TECHNOLOGIES PLC     2024-04-29
92. CVS CORP COMMON     2024-05-10
5. CARLISLE COS INC   2023-01-24 2024-05-10
8. KNIGHT-SWIFT TRANSN HLDGS INC   2023-06-12 2024-05-10
87. KNIGHT-SWIFT TRANSN HLDGS INC     2024-05-10
14. HOME DEPOT INCORPORATED     2024-05-29
18. MOLINA HEALTHCARE INC     2024-05-29
12. APPLIED MATERIALS   2021-12-07 2024-06-26
1. BROADCOM INC   2023-05-26 2024-06-26
5. CADENCE DESIGN SYSTEMS INC     2024-06-26
41. PULTE GROUP INC     2024-07-02
15. ALPHABET INC CL A     2024-07-12
8. APPLIED MATERIALS   2022-03-18 2024-07-12
10. CADENCE DESIGN SYSTEMS INC   2023-01-24 2024-07-12
13. FACEBOOK INC CL A     2024-07-12
106. HALLIBURTON COMPANY     2024-07-12
132. HALLIBURTON COMPANY   2023-02-01 2024-07-12
12. MICROSOFT CORPORATION   2022-01-18 2024-07-12
2. VERTEX PHARMACEUTICALS INC     2024-07-12
2. VERTEX PHARMACEUTICALS INC     2024-07-12
.5 BERKLEY W R CORP   2023-01-24 2024-07-23
11. CONOCOPHILLIPS COM     2024-08-09
61. CONOCOPHILLIPS COM     2024-08-09
4. AMAZON INC COMMON   2024-05-29 2024-08-19
2. BANK OF NEW YORK MELLON CORP   2023-03-03 2024-08-19
9. BERKLEY W R CORP   2024-04-29 2024-08-19
6. BERKLEY W R CORP   2023-01-24 2024-08-19
12. BROADCOM INC   2023-05-26 2024-08-19
3.44 EATON VANCE-ATLANTA SMID-R6   2020-07-06 2024-08-19
1. HCA HOLDINGS INC   2023-01-24 2024-08-19
276. ISHARES BARCLAYS 1-3 YR TREASURY BD     2024-08-19
393. ISHARES 10-20 YEAR TREASURY BOND ETF   2023-08-28 2024-08-19
271. ISHARES 10-20 YEAR TREASURY BOND ETF     2024-08-19
1. LPL FINANCIAL HOLDINGS INC   2024-04-29 2024-08-19
1. NETFLIX INC   2024-04-29 2024-08-19
10. NVIDIA CORP COMMON   2024-01-10 2024-08-19
19. NVIDIA CORP COMMON   2023-08-03 2024-08-19
3. PHILLIPS 66   2023-08-10 2024-08-19
5. PROGESSIVE CORP., OHIO COMMON     2024-08-19
4. RTX CORPORATION   2023-01-24 2024-08-19
2. TARGA RESOURCES   2023-08-10 2024-08-19
1. UNITED HEALTH GROUP INC   2024-04-29 2024-08-19
1. UNITED HEALTH GROUP INC   2021-12-07 2024-08-19
12. WAL MART STORES INCORPORATED     2024-08-19
7. ARCH CAPITAL GROUP LTD     2024-08-19
20. CADENCE DESIGN SYSTEMS INC   2023-01-24 2024-08-27
15. ARCH CAPITAL GROUP LTD   2022-07-27 2024-08-27
10. MARTIN MARIETTA MATLS COMMON     2024-10-03
33. NEUROCRINE BIOSCIENCES INC     2024-10-03
1. TRANE TECHNOLOGIES PLC   2024-08-19 2024-10-03
4. TRANE TECHNOLOGIES PLC     2024-10-03
11. ALPHABET INC CL C   2024-08-19 2024-10-21
4. ALPHABET INC CL C   2022-01-18 2024-10-21
1. ALPHABET INC CL A   2024-08-19 2024-10-21
3. ALPHABET INC CL A     2024-10-21
5. AMAZON INC COMMON   2024-05-29 2024-10-21
4. AMAZON INC COMMON   2022-03-18 2024-10-21
4. AMERISOURCEBERGEN CORP. COMMON     2024-10-21
2. ANALOG DEVICES INC   2024-08-19 2024-10-21
19. APPLE COMPUTER CORPORATION COMMON   2024-06-26 2024-10-21
11. BANK OF NEW YORK MELLON CORP   2023-03-03 2024-10-21
14. BELLRING BRANDS INC   2024-02-12 2024-10-21
20. BERKLEY W R CORP   2023-01-24 2024-10-21
1. BLACKROCK INC   2021-12-07 2024-10-21
10. CMS ENERGY CORP   2024-08-27 2024-10-21
2. CARLISLE COS INC   2021-12-07 2024-10-21
22. CHIPOTLE MEXICAN GRILL INC   2024-08-19 2024-10-21
13. CORE & MAIN INC CL A   2024-04-03 2024-10-21
1. COSTCO WHOLESALE CORP   2024-08-19 2024-10-21
1. COSTCO WHOLESALE CORP   2022-02-10 2024-10-21
4. DIAMONDBACK ENERGY INC   2024-08-09 2024-10-21
5. EASTMAN CHEMICAL COMPANY INC   2024-04-03 2024-10-21
43.09 EATON VANCE-ATLANTA SMID-R6   2020-07-06 2024-10-21
3. ECOLABS INC     2024-10-21
1. ECOLABS INC   2023-07-14 2024-10-21
10. ENTERGY CORP COMMON     2024-10-21
1. EQUINIX INC REIT   2023-12-08 2024-10-21
1. FACEBOOK INC CL A   2024-08-19 2024-10-21
2. FACEBOOK INC CL A   2023-10-04 2024-10-21
2. HCA HOLDINGS INC   2022-07-27 2024-10-21
4. INTERNATIONAL BUSINESS MACHINES CORP     2024-10-21
2. INTUITIVE SURGICAL INC   2023-06-15 2024-10-21
4. IQVIA HOLDINGS INC   2021-12-07 2024-10-21
1. CEF ISHARES TR S&P   2024-08-19 2024-10-21
10. CEF ISHARES TR S&P   2021-02-24 2024-10-21
574. ISHARES GSCI CMMDTY DYNMC ROLL ETF     2024-10-21
7. J P MORGAN CHASE & CO     2024-10-21
230.554 JOHCM INTERNATIONAL SEL-INST   2020-07-06 2024-10-21
1. JONES LANG LASALLE INC   2024-10-03 2024-10-21
1. LPL FINANCIAL HOLDINGS INC   2024-02-15 2024-10-21
1. ELI LILLY & CO   2024-05-29 2024-10-21
11. MERCK & CO INC     2024-10-21
3. MICROSOFT CORPORATION   2024-08-19 2024-10-21
6. MICROSOFT CORPORATION   2022-01-18 2024-10-21
6. MOHAWK IND INC COMMON     2024-10-21
1. NETFLIX INC   2023-05-26 2024-10-21
4. PNC BK CORP     2024-10-21
3. PALO ALTO NETWORKS INC   2023-10-04 2024-10-21
1. PARKER HANNIFIN CORP   2024-05-10 2024-10-21
5. PHILIP MORRIS INTERNATIONAL   2024-08-27 2024-10-21
3. PHILLIPS 66   2023-08-10 2024-10-21
1. PROGESSIVE CORP., OHIO COMMON   2024-04-15 2024-10-21
2. QUANTA SERVICES INC COMMON   2024-08-19 2024-10-21
1. QUANTA SERVICES INC COMMON   2021-12-07 2024-10-21
8. RTX CORPORATION   2023-01-24 2024-10-21
3. TARGA RESOURCES   2023-08-10 2024-10-21
1. TESLA INC   2023-06-15 2024-10-21
3. UNION PACIFIC CORP   2021-12-07 2024-10-21
1. VERTEX PHARMACEUTICALS INC   2023-01-24 2024-10-21
2. VISA INC   2024-02-15 2024-10-21
4. VISA INC   2022-02-10 2024-10-21
17. VONTIER CORP   2023-03-03 2024-10-21
7. WAL MART STORES INCORPORATED   2023-01-24 2024-10-21
1. TRANE TECHNOLOGIES PLC   2023-01-24 2024-10-21
1. IQVIA HOLDINGS INC   2024-08-19 2024-10-30
22. IQVIA HOLDINGS INC     2024-10-30
2. COSTCO WHOLESALE CORP     2024-12-05
21. TARGA RESOURCES   2023-08-10 2024-12-05
25. WAL MART STORES INCORPORATED   2023-01-24 2024-12-05
10. ALPHABET INC CL C   2022-01-18 2024-12-09
3. ALPHABET INC CL A   2023-01-24 2024-12-09
18. AMAZON INC COMMON   2022-03-18 2024-12-09
4. ANALOG DEVICES INC     2024-12-09
9. APPLE COMPUTER CORPORATION COMMON   2024-06-26 2024-12-09
2. APPLIED MATERIALS   2024-10-21 2024-12-09
3. APPLIED MATERIALS   2022-03-18 2024-12-09
4. BANK OF NEW YORK MELLON CORP   2023-03-03 2024-12-09
5. BELLRING BRANDS INC   2024-02-12 2024-12-09
3. BERKLEY W R CORP   2023-01-24 2024-12-09
1. BLACKROCK INC   2022-01-18 2024-12-09
1. BROADCOM INC   2024-10-21 2024-12-09
10. BROADCOM INC   2023-05-26 2024-12-09
5. CMS ENERGY CORP   2024-08-27 2024-12-09
2. CARLISLE COS INC   2021-12-07 2024-12-09
11. CHIPOTLE MEXICAN GRILL INC   2024-08-19 2024-12-09
3. DIAMONDBACK ENERGY INC   2024-08-09 2024-12-09
7. EASTMAN CHEMICAL COMPANY INC   2024-04-03 2024-12-09
2. ECOLABS INC   2023-07-14 2024-12-09
3. ENTERGY CORP COMMON   2024-05-10 2024-12-09
4. FACEBOOK INC CL A   2023-07-25 2024-12-09
1. HCA HOLDINGS INC   2022-07-27 2024-12-09
4. INTERNATIONAL BUSINESS MACHINES CORP   2024-07-12 2024-12-09
9. CEF ISHARES TR S&P   2021-02-24 2024-12-09
4. J P MORGAN CHASE & CO   2024-05-29 2024-12-09
1. J P MORGAN CHASE & CO   2021-12-07 2024-12-09
152.996 JOHCM INTERNATIONAL SEL-INST     2024-12-09
1356.166 JOHCM INTERNATIONAL SEL-INST     2024-12-09
2. JONES LANG LASALLE INC   2024-10-03 2024-12-09
1. LPL FINANCIAL HOLDINGS INC   2024-02-15 2024-12-09
2. ELI LILLY & CO   2024-05-29 2024-12-09
4. MERCK & CO INC     2024-12-09
4. MERCK & CO INC   2023-01-24 2024-12-09
10. MICROSOFT CORPORATION     2024-12-09
3. MOHAWK IND INC COMMON   2024-01-10 2024-12-09
1. NETFLIX INC   2023-05-26 2024-12-09
11. NVIDIA CORP COMMON   2024-10-21 2024-12-09
4. NVIDIA CORP COMMON   2023-08-03 2024-12-09
3. PNC BK CORP   2021-12-07 2024-12-09
1. PALO ALTO NETWORKS INC   2023-10-04 2024-12-09
5. PHILIP MORRIS INTERNATIONAL   2024-08-27 2024-12-09
4. PHILLIPS 66     2024-12-09
2. PROGESSIVE CORP., OHIO COMMON   2024-04-15 2024-12-09
2. QUANTA SERVICES INC COMMON   2021-12-07 2024-12-09
5. RTX CORPORATION   2023-01-24 2024-12-09
4. TESLA INC   2023-06-15 2024-12-09
2. UNION PACIFIC CORP   2021-12-07 2024-12-09
1. UNITED HEALTH GROUP INC   2021-12-07 2024-12-09
1. VERTEX PHARMACEUTICALS INC   2023-01-24 2024-12-09
1. VISA INC   2022-02-10 2024-12-09
8. VONTIER CORP   2023-03-03 2024-12-09
10. ARCH CAPITAL GROUP LTD   2022-07-27 2024-12-09
4. MEDTRONIC PLC   2024-10-30 2024-12-09
2. TRANE TECHNOLOGIES PLC   2023-01-24 2024-12-09
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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    
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 5,598   4,023 1,575
b 3,004   3,659 -655
c 3,588   2,691 897
d 4,763   3,147 1,616
e 2,810   2,135 675
6,877   6,947 -70
2,090   1,747 343
3,948   3,177 771
175   172 3
6,480   7,101 -621
2,881   1,602 1,279
1,821   1,503 318
199   198 1
5,968   4,351 1,617
2,439   1,799 640
1,862   1,110 752
5,363   5,622 -259
2,901   2,342 559
1,690   1,327 363
1,461   1,263 198
1,205   1,110 95
3,641   3,560 81
204   151 53
516   462 54
1,344   795 549
284   195 89
800   490 310
4,174   5,308 -1,134
1,215   1,030 185
335   247 88
375   328 47
473   535 -62
1,706   1,739 -33
636   652 -16
2,688   3,331 -643
15,323   19,303 -3,980
1,161   968 193
2,432   1,833 599
578   531 47
4,380   2,708 1,672
625   867 -242
458   420 38
1,584   690 894
815   769 46
467   337 130
565   772 -207
487   495 -8
4,016   4,921 -905
371   246 125
120   95 25
609   379 230
5,171   7,033 -1,862
2,078   1,214 864
395   445 -50
4,300   4,935 -635
4,544   2,863 1,681
5,526   5,885 -359
2,784   1,812 972
1,586   795 791
1,549   952 597
4,266   4,011 255
2,777   1,865 912
1,964   1,042 922
3,145   1,830 1,315
6,531   5,048 1,483
3,584   4,028 -444
4,463   5,371 -908
5,435   3,666 1,769
981   747 234
981   646 335
26   23 3
1,191   1,434 -243
6,606   5,972 634
710   733 -23
131   103 28
517   460 57
345   281 64
1,974   955 1,019
148   116 32
374   261 113
22,775   22,636 139
42,451   41,017 1,434
29,273   31,306 -2,033
221   266 -45
674   559 115
1,242   542 700
2,360   853 1,507
417   346 71
1,176   1,039 137
472   385 87
285   169 116
578   496 82
578   462 116
881   570 311
718   368 350
5,367   3,660 1,707
1,655   667 988
5,196   4,302 894
3,701   4,880 -1,179
388   343 45
1,550   696 854
1,813   1,837 -24
659   547 112
163   165 -2
489   302 187
940   916 24
752   626 126
952   951 1
453   446 7
4,458   4,061 397
838   565 273
922   833 89
1,230   938 292
1,005   912 93
713   675 38
945   484 461
1,314   1,154 160
605   776 -171
889   871 18
889   520 369
741   796 -55
543   508 35
1,955   1,457 498
784   685 99
261   188 73
1,353   1,139 214
888   801 87
577   527 50
1,153   608 545
828   410 418
925   753 172
1,038   656 382
940   1,070 -130
118   113 5
1,180   1,086 94
15,027   15,866 -839
1,578   1,404 174
5,697   5,958 -261
266   265 1
259   258 1
918   810 108
1,198   1,396 -198
1,248   1,257 -9
2,496   1,833 663
983   719 264
765   370 395
754   822 -68
1,125   710 415
640   561 79
601   608 -7
400   346 54
251   208 43
629   532 97
315   115 200
1,008   769 239
492   253 239
219   257 -38
731   742 -11
483   310 173
579   558 21
1,158   904 254
598   465 133
569   332 237
401   173 228
218   240 -22
4,793   5,107 -314
1,974   1,010 964
4,176   1,769 2,407
2,379   1,187 1,192
1,758   1,366 392
522   297 225
4,095   2,819 1,276
864   725 139
2,176   1,923 253
344   373 -29
516   391 125
325   205 120
389   298 91
189   141 48
1,050   826 224
179   179  
1,789   795 994
336   337 -1
877   484 393
722   577 145
509   597 -88
715   712 3
499   376 123
454   336 118
2,494   1,174 1,320
320   205 115
952   731 221
1,126   977 149
988   793 195
247   161 86
3,716   3,631 85
32,941   32,745 196
555   529 26
333   258 75
1,630   1,619 11
411   467 -56
411   430 -19
4,430   3,026 1,404
393   319 74
927   370 557
1,529   1,518 11
556   180 376
624   605 19
407   237 170
653   608 45
517   442 75
504   415 89
668   230 438
587   481 106
1,592   1,029 563
464   495 -31
553   462 91
467   310 157
312   226 86
310   219 91
974   444 530
336   361 -25
823   346 477
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
      2,538
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       1,575
b       -655
c       897
d       1,616
e       675
      -70
      343
      771
      3
      -621
      1,279
      318
      1
      1,617
      640
      752
      -259
      559
      363
      198
      95
      81
      53
      54
      549
      89
      310
      -1,134
      185
      88
      47
      -62
      -33
      -16
      -643
      -3,980
      193
      599
      47
      1,672
      -242
      38
      894
      46
      130
      -207
      -8
      -905
      125
      25
      230
      -1,862
      864
      -50
      -635
      1,681
      -359
      972
      791
      597
      255
      912
      922
      1,315
      1,483
      -444
      -908
      1,769
      234
      335
      3
      -243
      634
      -23
      28
      57
      64
      1,019
      32
      113
      139
      1,434
      -2,033
      -45
      115
      700
      1,507
      71
      137
      87
      116
      82
      116
      311
      350
      1,707
      988
      894
      -1,179
      45
      854
      -24
      112
      -2
      187
      24
      126
      1
      7
      397
      273
      89
      292
      93
      38
      461
      160
      -171
      18
      369
      -55
      35
      498
      99
      73
      214
      87
      50
      545
      418
      172
      382
      -130
      5
      94
      -839
      174
      -261
      1
      1
      108
      -198
      -9
      663
      264
      395
      -68
      415
      79
      -7
      54
      43
      97
      200
      239
      239
      -38
      -11
      173
      21
      254
      133
      237
      228
      -22
      -314
      964
      2,407
      1,192
      392
      225
      1,276
      139
      253
      -29
      125
      120
      91
      48
      224
       
      994
      -1
      393
      145
      -88
      3
      123
      118
      1,320
      115
      221
      149
      195
      86
      85
      196
      26
      75
      11
      -56
      -19
      1,404
      74
      557
      11
      376
      19
      170
      45
      75
      89
      438
      106
      563
      -31
      91
      157
      86
      91
      530
      -25
      477
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 50,821
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 1,118
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 1,118
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,118
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 440
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.............. 7 440
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 9 678
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 arrowP O BOX 919798ORLANDOFL ZIP+4right arrow328919798
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)
Yes
 
(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
TRUIST BANK TRUSTEE
12 		13,041    
P O BOX 919798
ORLANDO,FL328919798
TERESA MCCONNELL DIRECTOR
1 		0    
17451 ALDERSHOT PL
PURCELLVILLE,VA201323117
BRIAN MCDONALD DIRECTOR
1 		0    
34889 VINTAGE PL
ROUND HILL,VA20141
ANDREW MICHAEL PEERY DIRECTOR
1 		0    
PO BOX 181
PURCELLVILLE,VA20134
MARGARET W VAUGHAN DIRECTOR
1 		0    
PO BOX 581
PURCELLVILLE,VA20132
ALLEN CURTIS COLBY DIRECTOR
1 		0    
321 E LOUDOUN VALLEY DR
PURCELLVILLE,VA20132
PETE WHITMORE DIRECTOR
1 		0    
19360 MAGNOLIA GROVE SQ UNIT 117
LEESBURG,VA20176
MARTY POTTS DIRECTOR
1 		0    
35549 POTTS LANE
HILLSBORO,VA20132
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
1,420,510
b
Average of monthly cash balances.......................
1b
61,294
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
1,481,804
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
1,481,804
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
22,227
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,459,577
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
72,979
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
72,979
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
1,118
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,118
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
71,861
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
71,861
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
71,861
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
85,892
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
85,892
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 71,861
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 5,410
b From 2020...... 1,599
c From 2021...... 0
d From 2022...... 2,208
e From 2023...... 23,766
f Total of lines 3a through e ........ 32,983
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 85,892
a Applied to 2023, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 71,861
e Remaining amount distributed out of corpus 14,031
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 47,014
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		5,410
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		41,604
10 Analysis of line 9:
a Excess from 2020.... 1,599
b Excess from 2021.... 0
c Excess from 2022.... 2,208
d Excess from 2023.... 23,766
e Excess from 2024.... 14,031
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:
BOARD OF DIRECTORS CLARENCE ROBEY
PO BOX 181
PURCELLVILLE,VA22132
(540) 338-6621
bThe form in which applications should be submitted and information and materials they should include:
WRITTEN EXPLANATION OF WHAT THE DONATION WILL BE USED FOR AND A BRIEF DESCRIPTION OF THE CHARITABLE ORGANIZATION REQUESTING THE FUNDS
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NONE
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

ABIGAIL FIORAMONTI
C/O ELON UNIVERSITY
100 CAMPUS DRIVE
ELON,NC27244 		NONE I SCHOLARSHIP 6,000

AGAPE UNITED METHODIST CHURCH

PO BOX 188
PURCELLVILLE,VA20134 		NONE PC GENERAL OPERATING 1,500

AIDEN GAMMACHE
C/O JAMES MADISON UNIVERSITY
800 S MAIN ST
HARRISONBURG,VA22807 		NONE I SCHOLARSHIP 2,000

ANGELA ROCIO GUTIERREZ
C/O VA COMMONWEALTH UNIV
907 FLOYD AVE
RICHMOND,VA23284 		NONE I SCHOLARSHIP 2,000

BETHANY METHODIST CHURCH

PO BOX 487
PURCELLVILLE,VA20134 		NONE PC GENERAL OPERATING 1,500

BLUE RIDGE MIDDLE SCHOOL

551 EAST A STREET
PURCELLVILLE,VA20132 		NONE GOV COMMUNITY 1,500

CARISSA VERGERES
C/O JAMES MADISON UNIVERSITY
800 S MAIN ST
HARRISONBURG,VA22807 		NONE I SCHOLARSHIP 2,000

ELLEE PYLE
C/O VA TECH
925 PRICES FORK ROAD
BLACKSBURG,VA24060 		NONE I SCHOLARSHIP 2,000

EMERICK ELEMENTARY SCHOOL

440 NURSERY AVE
PURCELLVILLE,VA20132 		NONE GOV GENERAL OPERATING 1,500

FRIENDS OF GRACE MULTICULTURAL CENTER

35400 SNAKE HILL RD
MIDDLEBURG,VA20117 		NONE PC GENERAL OPERATING 3,500

HARMONY MIDDLE SCHOOL

38174 W COLONIAL HWY
HAMILTON,VA20158 		NONE GOV GENERAL OPERATING 1,500

JASMIN RUIZ
C/O EASTERN MICHIGAN UNIVERSITY
202 WELCH
YPSILANTI,MI48197 		NONE I SCHOLARSHIP 2,000

KENNETH W CULBERT ELEMENTARY
SCHOOL
38180 W COLONIAL HWY
HAMILTON,VA20158 		NONE GOV COMMUNITY 1,500

KETOCTIN BAPTIST CHURCH
AND CEMETERY
22 E LOUDOUN ST
ROUND HILL,VA20141 		NONE PC GENERAL OPERATING 2,500

LOUDOUN LYRIC OPERA

PO BOX 3145
LEESBURG,VA20177 		NONE PC GENERAL OPERATING 1,000

MEGAN AUDRIE STEVENSON
C/O BRIGHAM YOUNG UNIV
A-209 ASB
PROVO,UT84602 		NONE I SCHOLARSHIP 2,000

MORGAN ANDREW MILLER
C/O UNIV OF VIRGINIA
P O BOX 400160
CHARLOTTESVILLE,VA22904 		NONE I SCHOLARSHIP 2,000

PELAGIE HILKIJAKY
C/O VA TECH
925 PRICES FORK ROAD
BLACKSBURG,VA24060 		NONE I SCHOLARSHIP 2,000

PURCEVILLE LIBRARY ADVISORY BOARD

PO BOX 613
PURCEVILLE,VA20134 		NONE PC GENERAL OPERATING 4,000

PURCELLVILLE PUBLIC SAFETY CENTER

500 N MAPLE AVE
PURCELLVILLE,VA20132 		NONE PC GENERAL OPERATING 5,000

SAINT FRANCIS DE SALES CATHOLIC CHURCH

37730 ST FRANCIS CT
PURCELLVILLE,VA20132 		NONE PC GENERAL OPERATING 3,000

ST PETERS EPISCOPAL CHURCH

PO BOX 546
PURCELLVILLE,VA20134 		NONE PC GENERAL OPERATING 1,500

TREE OF LIFE MINISTRIES

210 N 21ST ST UNIT D
PURCELLVILLE,VA20132 		NONE PC GENERAL OPERATING 2,000

WOODGROVE HIGH SCHOOL

36811 ALLDER SCHOOL ROAD
PURCELLVILLE,VA20132 		NONE GOV COMMUNITY 1,500

KAITLYN CROWLEY
C/O WEST VIRGINIA UNI
P O BOX 6201
MORGANTOWN,WV265066201 		NONE I SCHOLARSHIP 6,000

MATTHEW MURRAY
C/O UNIVERSITY OF MIAMI
1252 MEMORIAL DRIVE 2 ASHE BLDG
CORAL GABLES,FL331244600 		NONE I SCHOLARSHIP 6,000

STEVE KY
C/O VIRGINIA TECH
925 PRICES FORK ROAD
BLACKSBURG,VA24060 		NONE I SCHOLARSHIP 6,000

ST ANDREWS PRESBYTERIAN CHURCH

711 W MAIN STREET
PURCELLVILLE,VA20132 		NONE PC GENERAL OPERATING 1,500

MOUNTAIN VIEW ELEMENTARY SCHOOL

36803 ALLDER SCHOOL ROAD
PURCELLVILLE,VA20132 		NONE GOV GENERAL OPERATING 1,500
Total .................................right arrow 3a 76,000
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 36,407  
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 50,821  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aFEDERAL TAX REFUND 		    15 535  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   87,763  
13Total. Add line 12, columns (b), (d), and (e)..................
13
87,763
(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:
CLARENCE L ROBEY CHARITABLE TRUST
EIN:
54-6138649
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:
CLARENCE L ROBEY CHARITABLE TRUST
EIN:
54-6138649
Name of Bond End of Year Book Value End of Year Fair Market Value
722005816 PIMCO INVESTMENT GRA 62,390 52,402
258620566 DOUBLELINE TOTAL RET 98,653 84,050
46429B267 ISHARES US TREASURY 393,239 365,428
464288653 ISHARES 10-20 YEAR T    

TY 2024 InvestmentsCorpStockSchedule
Name:
CLARENCE L ROBEY CHARITABLE TRUST
EIN:
54-6138649
Name of Stock End of Year Book Value End of Year Fair Market Value
02079K107 ALPHABET INC CL C 11,279 20,568
02079K305 ALPHABET INC CL A 1,648 6,058
023135106 AMAZON.COM INC 15,097 29,398
032654105 ANALOG DEVICES INC 4,946 6,374
30303M102 META PLATFORMS INC C 9,392 19,322
437076102 HOME DEPOT INC    
438516106 HONEYWELL INTERNATIO    
46120E602 INTUITIVE SURGICAL I 3,937 6,264
58933Y105 MERCK & CO INC 5,007 7,759
594918104 MICROSOFT CORP 16,851 37,514
67066G104 NVIDIA CORP 12,054 39,884
713448108 PEPSICO INC    
718546104 PHILLIPS 66 3,348 4,329
92826C839 VISA INC CL A 4,208 11,377
037833100 APPLE INC 26,932 41,820
038222105 APPLIED MATERIALS IN 3,428 4,716
09247X101 BLACKROCK INC    
142339100 CARLISLE COS INC 4,212 6,639
22160K105 COSTCO WHOLESALE COR 4,416 8,246
46266C105 IQVIA HOLDINGS INC    
46625H100 JP MORGAN CHASE & CO 9,492 15,581
499049104 KNIGHT-SWIFT TRANSN    
617446448 MORGAN STANLEY    
693475105 PNC FINL SVCS GROUP 6,939 7,135
74762E102 QUANTA SERVICES INC 2,811 8,217
907818108 UNION PAC CORP 5,656 5,701
91324P102 UNITEDHEALTH GROUP I 4,620 5,059
92532F100 VERTEX PHARMACEUTICA 4,341 5,638
931142103 WALMART INC 5,286 10,210
G8994E103 TRANE TECHNOLOGIES P 3,515 8,126
20825C104 CONOCOPHILLIPS    
40412C101 HCA HEALTHCARE INC 3,483 5,103
67103H107 O'REILLY AUTOMOTIVE    
G0450A105 ARCH CAPITAL GROUP L 2,978 6,187
064058100 BANK OF NEW YORK MEL 4,364 6,531
084423102 WR BERKLEY CORP 5,438 6,788
09857L108 BOOKING HOLDINGS INC 5,240 9,937
11135F101 BROADCOM INC 5,409 15,765
127387108 CADENCE DESIGN SYSTE    
169656105 CHIPOTLE MEXICAN GRI 3,309 6,151
278865100 ECOLAB INC 4,323 5,389
29364G103 ENTERGY CORP 6,222 9,098
406216101 HALLIBURTON CO    
50212V100 LPL FINANCIAL HOLDIN 4,808 6,204
532457108 LILLY ELI & CO 9,353 10,808
573284106 MARTIN MARIETTA MATL    
608190104 MOHAWK INDUSTRIES IN 3,803 4,765
60855R100 MOLINA HEALTHCARE IN    
64110L106 NETFLIX INC 4,070 9,805
68389X105 ORACLE CORPORATION    
697435105 PALO ALTO NETWORKS I 4,725 7,278
745867101 PULTE GROUP INC    
75513E101 RTX CORPORATION 6,252 7,522
87612G101 TARGA RESOURCES 3,623 7,676
88160R101 TESLA INC 7,186 12,115
928881101 VONTIER CORP 3,669 4,887
03073E105 CENCORA INC 4,944 4,718
040413205 ARISTA NETWORKS INC 5,802 5,969
07831C103 BELLRING BRANDS INC 4,921 6,329
09290D101 BLACKROCK INC 5,324 7,176
125896100 CMS ENERGY CORP 6,615 7,132
21874C102 CORE & MAIN INC CL A 4,675 4,022
25278X109 DIAMONDBACK ENERGY I 6,760 5,570
277432100 EASTMAN CHEMICAL CO 6,071 5,479
459200101 INTL BUSINESS MACHIN 6,579 7,914
48020Q107 JONES LANG LASALLE I 5,254 5,822
701094104 PARKER HANNIFIN CORP 5,047 5,724
718172109 PHILIP MORRIS INTL I 8,165 8,184
743315103 PROGRESSIVE CORP 6,100 7,428
75886F107 REGENERON PHARMACEUT 4,130 2,849
G5960L103 MEDTRONIC PLC 4,788 4,234

TY 2024 InvestmentsOtherSchedule2
Name:
CLARENCE L ROBEY CHARITABLE TRUST
EIN:
54-6138649
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
04314H857 ARTISAN INTERNATIONA AT COST 56,290 66,163
277902235 EATON VANCE ATLANTA AT COST 22,397 27,796
464288620 ISHARES BROAD USD IN AT COST 81,931 71,699
464287804 ISHARES CORE S&P SMA AT COST 26,094 28,344
46653M849 JOHCM INTERNATIONAL      
92206C755 VANGUARD MORTGAGE-BA AT COST 109,156 94,485
464287457 ISHARES BARCLAYS 1-3      
29444U700 EQUINIX INC AT COST 4,007 4,714
464285204 ISHARES GOLD TRUST AT COST 29,497 30,597
464287507 ISHARES CORE S&P MID AT COST 30,798 28,663
46432F842 ISHARES CORE MSCI EA AT COST 38,591 36,194
46434G103 ISHARES CORE MSCI EM AT COST 31,818 29,191

TY 2024 OtherDecreasesSchedule
Name:
CLARENCE L ROBEY CHARITABLE TRUST
EIN:
54-6138649
Description Amount
2024 TRANSACTIONS POSTED IN 2025 717
ROUNDING 3
MUTUAL FUND ADJUSTMENT 1


TY 2024 OtherExpensesSchedule
Name:
CLARENCE L ROBEY CHARITABLE TRUST
EIN:
54-6138649
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADR FEES 1 1   0
P O BOX RENTAL 100 0   100
ADMIN EXP 1,329 0   1,329
MISC EXP 422 0   422


TY 2024 OtherIncomeSchedule2
Name:
CLARENCE L ROBEY CHARITABLE TRUST
EIN:
54-6138649
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FEDERAL TAX REFUND 535 0  


TY 2024 OtherIncreasesSchedule
Name:
CLARENCE L ROBEY CHARITABLE TRUST
EIN:
54-6138649
Description Amount
2023 TRANSACTIONS POSTED IN 2024 752


TY 2024 TaxesSchedule
Name:
CLARENCE L ROBEY CHARITABLE TRUST
EIN:
54-6138649
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES ON QUALIFIED FOR 63 63   0
FOREIGN TAXES ON NONQUALIFIED 34 34   0