Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
The Anne C Robins & Walter R Robins Jr
Foundation
Number and street (or P.O. box number if mail is not delivered to street address)2530 Salisbury Road
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Midlothian, VA23113
A Employer identification number

54-6362175
B Telephone number (see instructions)

(804) 794-8230
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$13,894,991J 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... 251,361 251,361  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 488,811
b Gross sales price for all assets on line 6a 1,452,964
7 Capital gain net income (from Part IV, line 2)... 488,811
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 740,172 740,172  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 6,064 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
13,017 0   13,017
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
73,859 0   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
10,265 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 227 0   0
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 103,432 0   13,017
25 Contributions, gifts, grants paid....... 665,000 665,000
26 Total expenses and disbursements. Add lines 24 and 25 768,432 0   678,017
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -28,260
b Net investment income (if negative, enter -0-) 740,172
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 236,813 320,683 320,683
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 0 Click to see attachment
List of Attached Documents:
// Content
48,216 		48,618
b Investments—corporate stock (attach schedule)....... 3,697,235 Click to see attachment
List of Attached Documents:
// Content
3,337,669 		11,335,508
c Investments—corporate bonds (attach schedule)....... 1,973,773 Click to see attachment
List of Attached Documents:
// Content
2,180,333 		2,190,180
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)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
2 		Click to see attachment
List of Attached Documents:
// Content
2 		Click to see attachment
List of Attached Documents:
// Content
2
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,907,823 5,886,903 13,894,991
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 5,907,823 5,886,903
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 5,907,823 5,886,903
30 Total liabilities and net assets/fund balances (see instructions). 5,907,823 5,886,903
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
5,907,823
2
Enter amount from Part I, line 27a .....................
2
-28,260
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
7,340
4
Add lines 1, 2, and 3 ..........................
4
5,886,903
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
5,886,903
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 Publicly Traded Securities   2024-09-27 2024-12-11
b Publicly Traded Securities      
c Capital Gains Dividends P    
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 49,439   49,912 -473
b 1,326,033   914,241 411,792
c 77,492     77,492
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -473
b       411,792
c       77,492
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 488,811
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 10,288
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 10,288
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 10,288
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 9,800
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 9,800
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 9 488
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 arrow   Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowVA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowNone
14
The books are in care ofright arrowBenjamin S Candland co McGuireWoods LLP Telephone no.right arrow (804) 775-1047

Located atright arrow800 East Canal StreetRichmondVA ZIP+4right arrow232193916
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
Karen O'Grady Atwood President
0.05 		0 0 0
PO Box 26150
Richmond,VA232606150
Rita M Smith Vice President / Treasurer
3.00 		6,064 0 0
2530 Salisbury Road
Midlothian,VA23113
Hilary Smith Secretary
0.05 		0 0 0
2530 Salisbury Road
Midlothian,VA23113
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
Bank of America Private Wealth Mgt Investment Mgt 73,834
114 West 47th Street
New York,NY100361510
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1 The Anne C. Robins & Walter R. Robins, Jr. Foundation makes grants to qualifying charitable organizations and does not carry on charitable activities directly. 0
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
12,983,940
b
Average of monthly cash balances.......................
1b
501,460
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
13,485,400
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
13,485,400
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
202,281
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
13,283,119
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
664,156
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
664,156
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
10,288
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
10,288
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
653,868
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
653,868
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
653,868
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
678,017
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
678,017
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 7 653,868
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...... 79,831
b From 2020...... 47,011
c From 2021...... 28,398
d From 2022...... 64,981
e From 2023...... 96,199
f Total of lines 3a through e ........ 316,420
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 678,017
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..... 653,868
e Remaining amount distributed out of corpus 24,149
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 5 340,569
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) ... 		79,831
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		260,738
10 Analysis of line 9:
a Excess from 2020.... 47,011
b Excess from 2021.... 28,398
c Excess from 2022.... 64,981
d Excess from 2023.... 96,199
e Excess from 2024.... 24,149
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

Bon Secours Richmond Health Care Foundation

5008 Monument Avenue 2nd Floor
Richmond,VA23230 		None Public Rappahannock General Hospital Campaign 35,000

CancerLINC

1423 Johnston Willis Dr
Richmond,VA23235 		None Public Operational Support 5,000

Capital Trees

200 S 3rd St
Richmond,VA23219 		None Public Hotchkiss Field and CC Project 5,000

Rise Richmond (formerly known as Church Hill Activities & Tutoring)

PO Box 23087
Richmond,VA23223 		None Public Assist with Natural Gas Heating System 10,000

Chesterfield Henrico CASA Inc

9457 Amberdale Drive
Richmond,VA23236 		None Public Support Abused and Neglected Children 15,000

Children's Museum of Richmond

2626 W Broad Street
Richmond,VA23220 		None Public Chesterfield Museum 5,000

Commonwealth Catholic Charities

1512 Willowlawn Drive
Richmond,VA23230 		None Public Edward Smith Building Fund 10,000

Elijah House Academy

6255 Warwick Road
Richmond,VA23224 		None Public Scholarships 15,000

FETCH A Cure

5609 Patterson Ave Suite D
Richmond,VA23226 		None Public Lumps and Bumps Clinic 40,000

Fore Children (Virginia State Golf Association Foundation)

600 Founders Bridge Blvd
Midlothian,VA23113 		None Public Golf Scholarships For Under Served Children; Independence Golf Course Camp/Activities 10,000

Friends of Hollywood Cemetery

412 South Cherry Street
Richmond,VA23220 		None Public Assist with Fence Project 10,000

George C Marshall Foundation

PO Box 1600
Lexington,VA24450 		None Public Legacy Program Sponsor 15,000

Lewis Ginter Botanical Gardens

1800 Lakeside Avenue
Richmond,VA232284700 		None Public Thrive Campaign (three of three-year commitment) 25,000

Library of Virginia Foundation

800 E Broad Street
Richmond,VA23219 		None Public Digitize Gov. Thomas Nelson Papers 10,000

Maymont Foundation

1700 Hampton Street
Richmond,VA23220 		None Public New Roof ($12,175) and Restoration of Lion Chair ($7,825) 20,000

Medarva Foundation

8700 Stony Point Pkwy 100
Richmond,VA23235 		None Public Pre-K Low Vision Project 12,500

Preservation Virginia

204 West Franklin Street
Richmond,VA23220 		None Public Patrick Henry Exhibit at Scotchtown 15,000

Richmond Animal League

11401 International Drive
Richmond,VA23226 		None Public Medical Care For Animals 10,000

Richmond Friends of the Homeless

4600 Jaydee Dr
Moseley,VA23120 		None Public Charitable Support of Underserved Children 10,000

Richmond Performing Arts Alliance

600 E Grace Street Suite 400
Richmond,VA23219 		None Public Bright Lights Program 7,500

Ronald McDonald House Charities of Richmond

2330 Monument Avenue
Richmond,VA23220 		None Public In-Hospital Programs 10,000

Science Museum of Virginia Foundation

2500 West Broad Street
Richmond,VA23220 		None Public Assist with the Forge and the Mix 15,000

Southwest Virginia Public Education Foundation Inc

One College Avenue
Wise,VA242934400 		None Public Summer Institute K-12 for Biodiversity at UVA College at Wise 40,000

St Joseph's Villa

8000 Brook Road
Richmond,VA23227 		None Public Flagler Programs 15,000

The Doorways (formerly Hospital Hospitality House Inc)

612 East Marshall Street
Richmond,VA23219 		None Public Family Access Program 5,000

The Read Center

2000 Bremo Road 102
Richmond,VA23226 		None Public Operational Support 10,000

The Rose Group for Cross-Cultural Understanding

616 E Street NW Suite 909
Washington,DC20004 		None Public ChinaFest 15,000

The Virginia Foundation for Independent Colleges

8010 Ridge Road Suite B
Richmond,VA232297288 		None Public Brighter Future Scholarship Fund 10,000

Union Presbyterian Seminary Inc

3401 Brook Rd
Richmond,VA23227 		None Public Technology Support 5,000

VCU - Institute for Contemporary Art

601 W Broad Street
Richmond,VA232842545 		None Public Levels Up Academy 10,000

Medical College of Virginia Foundation (Massey Cancer Center)

401 College Street
Richmond,VA23220 		None Public Clinical Trials for Lung Cancer 20,000

Virginia Museum of Fine Arts

200 N Arthur Ashe Blvd
Richmond,VA23220 		None Public Exhibit Monet to Matisse 40,000

Virginia Museum of History & Culture (formerly Virginia Historical Society)

428 N Arthur Ashe Blvd
Richmond,VA23220 		None Public 250th Initiative 10,000

Virginia War Memorial Educational Foundation

621 S Belvidere Street
Richmond,VA23220 		None Public Exhibit Virginians Missing in Action 15,000

Woodrow Wilson Presidential Library Foundation (WWPL)

Post Office Box 24
Staunton,VA24402 		None Public Capital Campaign, Endowment, Exhibits, and Operations 40,000

World Pediatric Project

7201 Glen Forest Drive Suite 304
Richmond,VA23226 		None Public Global Pediatric Health Care Initiative 15,000

YMCA of Greater Richmond

2 W Franklin Street
Richmond,VA23220 		None Public Out-of-School Programs 15,000

YWCA

6 North Fifth Street
Richmond,VA23219 		None Public Sprout School Scholarships 15,000

American Civil War Museum

480 Tredegar Street
Richmond,VA23219 		None Public Exhibit 10,000

CIVICA Foundation

1 Civica Way
Petersburg,VA23805 		None Public Affordable Insulin made in USA for Low Income Persons 15,000

Brightpoint Community College Foundation

800 Charter Colony Parkway
Midlothian,VA23114 		None Public Scholarships 5,000

New Community School

4211 Hermitage Road
Richmond,VA23227 		None Public Scholarships 10,000

Riverside School

2110 McRae Road
North Chesterfield,VA23235 		None Public Dyslexia Scholarships 10,000

Children's Hospital Foundation

1006 E Marshall Street
Richmond,VA232980693 		None Public Family Resource Center 10,000

American Red Cross of Virginia

2825 Emerywood Pkwy
Richmond,VA23294 		None Public 2024 Hurricane Relief 5,000

Autism Society of Central Virginia

8730 Stony Point Pkwy Suite 150
Richmond,VA23235 		None Public Operational Support 10,000
Total .................................right arrow 3a 665,000
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 251,361  
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 ............ 		    18 488,811  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 740,172 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
740,172
(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 InvestmentsCorpBondsSchedule
Name:
The Anne C Robins & Walter R Robins Jr
 
Foundation
EIN:
54-6362175
Name of Bond End of Year Book Value End of Year Fair Market Value
100,000 pv Comcast Corp New Sr Unsecd Nt Call 08/15/25 108,997 99,480
100,000 pv Morgan Stanley GLB 91,706 96,430
100,000 pv Simon Property Group 96,171 99,294
100,000 pv Home Depot Inc GLB 96,854 99,150
100,000 pv National Rural Util Corp 98,949 99,783
100,000 pv Union Pacific Corp 93,049 96,650
100,000 pv UnitedHealth Group Inc 95,520 97,438
100,000 pv IBM Corp 98,650 99,411
100,000 pv JPMorgan Chase & Co 98,635 101,006
100,000 pv Meta Platforms Inc 98,667 100,832
100,000 pv John Deere Capital Corp 98,893 99,747
100,000 pv Target Corp 95,618 96,663
100,000 pv Thermo Fisher Scientific 98,567 99,334
100,000 pv Public Storage Company 97,559 99,553
100,000 pv Charles Schwab Corp 101,084 104,992
100,000 pv Caterpillar Finl Service 99,988 99,862
100,000 pv Apple Inc GLB 97,636 96,992
100,000 pv Coca Cola Co 98,257 97,923
100,000 pv Qualcomm Inc 90,209 89,706
100,000 pv Target Corp GLB 97,803 94,913
100,000 pv Merck & Co Inc 97,739 95,135
50,000 pv Amazon.com Inc 42,880 42,417
100,000 pv Walmart Inc 86,902 83,469

TY 2024 InvestmentsCorpStockSchedule
Name:
The Anne C Robins & Walter R Robins Jr
 
Foundation
EIN:
54-6362175
Name of Stock End of Year Book Value End of Year Fair Market Value
500 shs Abbvie Inc 30,459 88,850
250 shs Becton Dickinson & Co 25,785 56,718
175 shs Berkshire Hathaway Inc 24,829 79,324
100 shs Blackrock Inc 26,796 102,511
700 shs Centiene Corp 22,079 42,406
275 shs Costco Whsl Corp 31,307 251,974
150 shs General Dynamics Corp 21,954 39,524
150 shs Goldman Sachs Group Inc 24,415 85,893
250 shs Home Depot Inc 22,814 97,248
250 shs Honeywell Intl Inc 23,891 56,473
2,780 shs IShares Edge Msci USA Quality Factor Etf 253,022 495,062
650 shs JPMorgan Chase & Co 35,845 155,812
400 shs Johnson & Johnson 30,836 57,848
300 shs Lilli Eli & Co 23,210 231,600
600 shs Merck & Co Inc 27,925 59,688
150 shs Northrop Grumman Corp 13,733 70,394
883 shs RTX (Raytheon Technologies) Corp 41,262 102,181
500 shs Salesforce Com Inc 11,821 167,165
350 shs Travelers Cos Inc 23,626 84,312
581 shs Truist Finl Corp 9,827 25,204
550 shs Visa Inc 16,310 173,822
300 shs Carrier Global Corp 5,721 20,478
150 shs Otis Worldwide Corp 8,001 13,892
1,000 shs Vanguard Mid-Cap Etf 115,361 264,130
4,100 shs Vanguard Small-Cap Etf 412,315 985,148
336 shs Health Care Select SPDR 28,832 46,224
300 shs Meta Platforms Inc Cl A 31,070 175,653
3,571.807 shs Eaton Vance Atlanta Cap Smid-Cap 64,128 150,194
1,300 shs Alphabet Inc 29,645 246,090
1,300 shs Amazon Com Inc 5,522 285,207
435 shs Chevron Corp 51,214 63,005
580 shs Sector Spdr Energy 52,147 49,683
360 shs Sempra 27,822 31,579
285 shs Valero Energy Corp New 15,190 34,938
1,135 shs Vanguard Total Stk Mkt ETF 161,777 328,934
930 shs Vanguard 500 Index Fund 246,604 501,093
2,000 shs Apple Inc 35,616 500,840
5,300 shs IShares Russell 1000 Value Etf 377,108 981,189
5,350 shs Ishares Russell 1000 Growth 239,097 2,148,453
920 shs Microsoft Corp 28,885 387,780
3,300 shs IShares Msci Eafe Etf 196,727 249,513
23616.514 shs Columbia Div Inc Fund 258,872 796,585
13252.007 shs John Hancock Fds III Disciplined Value Mid Cap Fund 132,202 357,009
500 shs Vanguard Real Estate Etf 49,144 44,540
450 shs Eaton Corp Plc 22,923 149,342

TY 2024 InvestmentsGovtObligationsSch
Name:
The Anne C Robins & Walter R Robins Jr
 
Foundation
EIN:
54-6362175
US Government Securities - End of Year Book Value:

48,216
US Government Securities - End of Year Fair Market Value:

48,618
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2024 LegalFeesSchedule
Name:
The Anne C Robins & Walter R Robins Jr
 
Foundation
EIN:
54-6362175
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
McGuireWoods LLP, Legal Fees 13,017 0   13,017


TY 2024 OtherAssetsSchedule
Name:
The Anne C Robins & Walter R Robins Jr
 
Foundation
EIN:
54-6362175
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
Lots 29-30, Block #8, Plan of Larchmont 1 1 1
Lots 31-32-33, Block #8, Plan of Larchmont 1 1 1


TY 2024 OtherIncreasesSchedule
Name:
The Anne C Robins & Walter R Robins Jr
 
Foundation
EIN:
54-6362175
Description Amount
Refund of 2023 Excise Tax credited to 2024 estimates 6,660
Cost Basis Adjustments 677
Rounding 3


TY 2024 OtherProfessionalFeesSchedule
Name:
The Anne C Robins & Walter R Robins Jr
 
Foundation
EIN:
54-6362175
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Bank of America, Agency Fees 73,834 0   0
SCC Annual Fee 25 0   0


TY 2024 TaxesSchedule
Name:
The Anne C Robins & Walter R Robins Jr
 
Foundation
EIN:
54-6362175
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Tax on Foreign Dividends 465 0   0
2023 Overpayment Applied to 2024 6,660 0   0
Real Estate Taxes 0 0   0
2024 Estimated Taxes 3,140 0   0