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 10-01-2024 , and ending 09-30-2025
Name of foundation
THE HARRISON FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 70
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MANAKINSABOT, VA23103
A Employer identification number

26-0353463
B Telephone number (see instructions)

(804) 784-4246
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$59,673,970J 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... 857,613 857,613  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,548,866
b Gross sales price for all assets on line 6a 18,167,704
7 Capital gain net income (from Part IV, line 2)... 2,548,866
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
3,522 7,716  
12 Total. Add lines 1 through 11........ 3,410,001 3,414,195  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 100,000 100,000   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
6,590 6,590   0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
166,678 166,678   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
55,652 3,652   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
592 0   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 329,512 276,920   0
25 Contributions, gifts, grants paid....... 2,672,832 2,672,832
26 Total expenses and disbursements. Add lines 24 and 25 3,002,344 276,920   2,672,832
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 407,657
b Net investment income (if negative, enter -0-) 3,137,275
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............. 278,409 68,386 68,386
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 33,044,812 Click to see attachment
List of Attached Documents:
// Content
33,678,711 		52,889,629
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 3,978,445 Click to see attachment
List of Attached Documents:
// Content
3,976,470 		6,715,955
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) 0 0 0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 37,301,666 37,723,567 59,673,970
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 37,301,666 37,723,567
29 Total net assets or fund balances (see instructions)..... 37,301,666 37,723,567
30 Total liabilities and net assets/fund balances (see instructions). 37,301,666 37,723,567
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
37,301,666
2
Enter amount from Part I, line 27a .....................
2
407,657
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
14,244
4
Add lines 1, 2, and 3 ..........................
4
37,723,567
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
37,723,567
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 APPLE INC P    
b ASML HOLDING P    
c AUTOZONE INC P    
d BLACKSTONE INC P    
e CANADIAN PACIFIC KANSAS CI P    
CLASS ACTION PROCEEDS P    
HEALTH CARE SELECT SPDR P    
HOWMET AEROSPACE INC P    
MARVELL TECHNOLOGY INC P    
MICROSOFT CORP P    
O'REILLY AUTO INC NEW P    
OLD DOMINION FREIGHT P    
PROLOGIS INC P    
S&P GLOBAL INC P    
SERVICENOW INC P    
SHERWIN-WILLIAMS CO P    
WALMART INC P    
APPLE INC P    
ASM INTERNATIONAL NV P    
ASML HOLDING P    
AUTOZONE INC P    
BJ'S WHOLESALE CLUB HOLDINGS P    
BLACKSTONE INC P    
BWX TECHNOLOGIES INC P    
CANADIAN PACIFIC KANSAS CI P    
CHAMPIONX CORP P    
CLASS ACTION PROCEEDS P    
CLEAN HARBORS INC P    
CORE & MAIN INC P    
DOLLARAMA INC P    
HEALTH CARE SELECT SPDR P    
HOWMET AEROSPACE INC P    
LIVE NATION ENTERTMNT INC P    
MANHATTAN ASSOCIATES INC P    
MARVELL TECHNOLOGY INC P    
MERCADOLIBRE INC P    
MICROSOFT CORP P    
NICE LTD ADR P    
O'REILLY AUTO INC NEW P    
OLD DOMINION FREIGHT P    
POOL CORP P    
PROLOGIS INC P    
RENTOKIL INITIAL PLC P    
RYAN SPECIALITY HOLDINGS INC P    
S&P GLOBAL INC P    
SAIA INC COM P    
SBA COMMUNICATIONS CORP P    
SERVICENOW INC P    
SHERWIN-WILLIAMS CO P    
STERIS PLC P    
TRADEWEB MARKETS INC P    
US FOODS HOLDING CORP P    
WALMART INC P    
WEX INC P    
WILLSCOT HOLDINGS CORP P    
ANHEUSER-BUSCH INBEV WOR P    
BANK OF AMERICA CORP P    
BANK OF NY MELLON CORP P    
CAPITAL ONE FINANCIAL CO P    
CISCO SYSTEMS INC P    
CITIGROUP INC P    
CLASS ACTION PROCEEDS P    
CLOROX COMPANY P    
COREBRIDGE FINANCIAL INC P    
DIAMONDBACK ENERGY INC P    
DTE ENERGY CO P    
ELEVANCE HEALTH INC P    
HOME DEPOT INC P    
MARRIOTT INTERNATIONAL P    
MICROCHIP TECHNOLOGY INC P    
MONDELEZ INTERNATIONAL P    
NETFLIX INC P    
NETFLIX INC P    
PACIFIC GAS & ELECTRIC P    
PAYPAL HOLDINGS INC P    
PFIZER INVESTMENT ENTER P    
TARGET CORP P    
US TREASURY BILLS P    
US TREASURY BILLS P    
US TREASURY N/B P    
US TREASURY NOTES P    
US TREASURY N/B P    
US TREASURY N/B P    
US TREASURY NOTES P    
US TREASURY N/B P    
US TREASURY N/B P    
US TREASURY N/B P    
US TREASURY N/B P    
US TREASURY NOTES P    
US TREASURY N/B P    
US TREASURY N/B P    
US TREASURY NOTES P    
US TREASURY NOTES P    
US TREASURY NOTES P    
US TREASURY N/B P    
US TREASURY NOTES P    
US TREASURY NOTES P    
US TREASURY N/B P    
US TREASURY BONDS P    
US TREASURY N/B P    
ABBVIE INC P    
ALIMENTATION COUCHE-TARD P    
ALPHABET INC CLASS C P    
AMAZON.COM INC P    
AMEREN CORP P    
APOLLO GLOBAL MANAGEMENT P    
APPLE INC P    
APPLIED MATERIALS P    
ASHTEAD GROUP P    
BANK OF AMERICA CORP P    
BOSTON SCIENTIFIC CORP P    
BROADCOM INC P    
BROOKFIELD CORPORATION P    
BUILDERS FIRSTSOURCE INC P    
CADENCE DESIGN SYSTEMS INC P    
CBRE GROUP INC P    
CENCORA INC P    
CONCOPHILLIPS P    
CONSTELLATION SOFTWARE P    
COPART INC P    
CORPAY INC P    
COSTCO WHSL CORP NEW P    
CRH PLC P    
DANAHER CORP P    
EATON CORP PLC P    
FISERV INC P    
FORTINET INC P    
GARTNER INC CL A P    
HILTON WORLDWIDE HOLDINGS P    
HOWMET AEROSPACE INC P    
INTERCONTINENTAL EXCHG INC P    
INTUITIVE SURGICAL P    
ISHRS MSCI EAFE IND FND P    
JPMORGAN CHASE & CO P    
LOWES COS INC P    
LVMH MOET HENNESSY VUITTON P    
MARVELL TECHNOLOGY INC P    
MCKESSON CORP P    
MERCADOLIBRE INC P    
META PLATFORMS INC P    
MICROSOFT CORP P    
MOTOROLA SOLUTIONS INC P    
MSCI INC P    
NEXTERA ENERGY INC P    
NORTHROP GRUMMAN CORP P    
NVIDIA CORP P    
NXP SEMICONDUCTORS NV P    
PALO ALTO NETWORKS INC P    
PROLOGIS INC P    
S&P GLOBAL INC P    
SCHLUMBERGER LTD P    
SHERWIN-WILLIAMS CO P    
SPOTIFY TECHNOLOGY SA P    
TAKE-2 INTERACTIVE P    
THERMO FISHER SCIENTIFIC P    
TRANSUNION P    
UNITEDHEALTH GROUP INC P    
VISA INC P    
WALMART INC P    
ABBVIE INC P    
ALIMENTATION COUCHE-TARD P    
ALPHABET INC CLASS C P    
AMAZON.COM INC P    
AMEREN CORP P    
APOLLO GLOBAL MANAGEMENT P    
APPLE INC P    
APPLIED MATERIALS P    
ASHTEAD GROUP P    
ASML HOLDING P    
BANK OF AMERICA CORP P    
BOSTON SCIENTIFIC CORP P    
BROOKFIELD CORPORATION P    
BUILDERS FIRSTSOURCE INC P    
CADENCE DESIGN SYSTEMS INC P    
CBRE GROUP INC P    
CENCORA INC P    
CLASS ACTION PROCEEDS P    
CONCOPHILLIPS P    
CONSTELLATION SOFTWARE P    
COPART INC P    
CORPAY INC P    
COSTCO WHSL CORP NEW P    
CRH PLC P    
DANAHER CORP P    
EATON CORP PLC P    
FISERV INC P    
FORTINET INC P    
GARTNER INC CL A P    
HILTON WORLDWIDE HOLDINGS P    
HOWMET AEROSPACE INC P    
INTERCONTINENTAL EXCHG INC P    
INTUITIVE SURGICAL P    
ISHRS MSCI EAFE IND FND P    
JPMORGAN CHASE & CO P    
LOWES COS INC P    
LVMH MOET HENNESSY VUITTON P    
MARVELL TECHNOLOGY INC P    
MCKESSON CORP P    
MERCADOLIBRE INC P    
META PLATFORMS INC P    
MICROSOFT CORP P    
MOTOROLA SOLUTIONS INC P    
MSCI INC P    
NEXTERA ENERGY INC P    
NORTHROP GRUMMAN CORP P    
NVIDIA CORP P    
NXP SEMICONDUCTORS NV P    
O'REILLY AUTO INC NEW P    
PALO ALTO NETWORKS INC P    
PROLOGIS INC P    
S&P GLOBAL INC P    
SCHLUMBERGER LTD P    
SERVICENOW INC P    
SHERWIN-WILLIAMS CO P    
SPOTIFY TECHNOLOGY SA P    
TAKE-2 INTERACTIVE P    
THERMO FISHER SCIENTIFIC P    
TRANSUNION P    
UNITEDHEALTH GROUP INC P    
VISA INC P    
WALMART INC P    
AVANTOR INC P    
BJ'S WHOLESALE CLUB HOLDINGS P    
BWX TECHNOLOGIES INC P    
CARLISLE COS P    
COOPER COS INC/THE P    
DOLLARAMA INC P    
IDEXX LABS CORP P    
LIVE NATION ENTERTMNT INC P    
MEDPACE HOLDINGS P    
NASDAQ INC P    
NICE LTD ADR P    
SBA COMMUNICATIONS CORP P    
TRADEWEB MARKETS INC P    
US FOODS HOLDING CORP P    
UTILITIES SELECT SECT SPDR P    
WILLSCOT HOLDINGS CORP P    
US TREASURY N/B P    
BROADCOM INC P    
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 6,456   1,752 4,704
b 5,784   6,644 -860
c 6,577   5,107 1,470
d 7,769   2,449 5,320
e 10,203   9,573 630
165     165
11,170   10,529 641
2,325   636 1,689
1,739   975 764
4,215   636 3,579
2,667   2,156 511
2,878   3,524 -646
6,109   7,745 -1,636
4,101   3,106 995
4,361   1,909 2,452
7,326   4,853 2,473
6,899   3,905 2,994
110,948   7,821 103,127
12,792   8,861 3,931
105,860   99,406 6,454
98,923   75,521 23,402
12,036   8,086 3,950
127,512   36,482 91,030
5,782   4,607 1,175
148,916   137,389 11,527
51,691   52,348 -657
1,762     1,762
9,804   5,516 4,288
13,029   13,472 -443
40,829   14,035 26,794
178,680   169,778 8,902
30,018   7,987 22,031
21,674   13,356 8,318
23,969   27,223 -3,254
39,837   22,134 17,703
30,600   21,011 9,589
58,592   8,845 49,747
38,763   53,447 -14,684
40,006   32,468 7,538
47,214   58,566 -11,352
25,664   27,437 -1,773
90,814   114,859 -24,045
33,483   41,573 -8,090
15,173   10,497 4,676
64,195   42,029 22,166
33,916   14,491 19,425
28,613   31,290 -2,677
61,222   35,685 25,537
111,949   73,756 38,193
11,792   11,987 -195
12,210   6,787 5,423
41,988   21,592 20,396
103,656   58,279 45,377
71,214   74,001 -2,787
53,683   73,209 -19,526
99,777   100,199 -422
96,409   97,162 -753
98,780   100,000 -1,220
113,264   108,731 4,533
103,282   100,405 2,877
200,180   205,732 -5,552
1,366     1,366
115,751   112,706 3,045
97,486   97,426 60
100,155   101,752 -1,597
120,000   120,000 0
102,208   100,097 2,111
102,194   99,697 2,497
111,613   110,891 722
100,776   100,037 739
100,714   99,741 973
107,046   108,975 -1,929
103,375   99,731 3,644
99,833   100,928 -1,095
98,684   105,683 -6,999
85,896   85,252 644
97,779   99,852 -2,073
348,495   348,335 160
636,321   636,335 -14
195,698   194,202 1,496
507,320   500,577 6,743
99,750   99,902 -152
35,072   35,057 15
86,198   85,718 480
449,243   453,840 -4,597
98,848   99,246 -398
35,193   34,884 309
495,640   492,588 3,052
810,809   804,805 6,004
1,442,133   1,471,421 -29,288
331,109   329,033 2,076
567,937   590,327 -22,390
283,514   283,500 14
324,530   317,238 7,292
213,100   216,754 -3,654
251,406   257,839 -6,433
60,569   61,631 -1,062
221,660   251,643 -29,983
192,315   188,482 3,833
199,176   206,131 -6,955
1,324   1,301 23
3,748   3,847 -99
11,211   4,556 6,655
1,841   780 1,061
1,099   859 240
686   839 -153
3,903   3,787 116
852   851 1
1,024   1,079 -55
3,547   2,198 1,349
941   951 -10
2,878   1,401 1,477
1,029   710 319
1,651   2,998 -1,347
356   292 64
6,707   5,704 1,003
3,430   2,195 1,235
5,448   6,374 -926
9,025   7,910 1,115
245   302 -57
7,417   8,094 -677
963   498 465
684   504 180
3,001   4,104 -1,103
720   724 -4
12,125   11,663 462
3,220   2,478 742
721   722 -1
3,371   1,428 1,943
7,399   1,504 5,895
5,142   3,767 1,375
914   1,012 -98
933   896 37
3,357   1,732 1,625
7,628   7,553 75
7,223   8,851 -1,628
8,366   6,618 1,748
2,775   2,172 603
7,306   4,303 3,003
3,763   1,720 2,043
7,548   954 6,594
6,688   4,234 2,454
1,166   1,198 -32
924   928 -4
6,346   4,255 2,091
9,311   1,936 7,375
4,647   6,804 -2,157
198   184 14
3,471   3,599 -128
1,103   638 465
3,168   5,004 -1,836
736   663 73
687   672 15
9,163   5,452 3,711
2,314   2,915 -601
5,652   5,598 54
9,211   10,687 -1,476
8,231   3,361 4,870
1,024   505 519
30,899   30,368 531
61,207   63,442 -2,235
217,017   115,934 101,083
82,840   39,744 43,096
20,986   16,043 4,943
17,846   22,237 -4,391
89,532   44,695 44,837
20,444   20,414 30
21,215   21,971 -756
22,544   12,557 9,987
41,799   24,416 17,383
22,994   23,252 -258
25,384   17,294 8,090
29,648   54,261 -24,613
6,046   4,888 1,158
108,457   91,465 16,992
64,651   42,729 21,922
1,230     1,230
88,237   95,178 -6,941
158,355   130,147 28,208
12,231   15,092 -2,861
114,747   128,768 -14,021
31,786   16,159 15,627
19,386   11,966 7,420
51,439   69,262 -17,823
19,807   19,926 -119
205,940   194,919 11,021
62,816   48,205 14,611
16,824   16,961 -137
53,827   22,534 31,293
120,808   24,454 96,354
98,071   73,697 24,374
17,814   19,801 -1,987
23,335   22,390 945
51,881   26,454 25,427
120,357   116,129 4,228
119,943   124,867 -4,924
132,091   109,521 22,570
70,696   55,405 15,291
117,803   64,640 53,163
71,500   32,882 38,618
170,480   21,571 148,909
103,715   61,825 41,890
25,662   26,564 -902
21,333   21,768 -435
114,970   82,015 32,955
146,804   26,692 120,112
80,521   117,800 -37,279
13,939   9,380 4,559
10,880   10,132 748
53,850   56,323 -2,473
25,372   12,176 13,196
54,651   85,153 -30,502
19,775   19,775 0
17,302   15,905 1,397
27,488   26,773 715
157,147   94,206 62,941
43,188   48,100 -4,912
109,036   97,088 11,948
157,357   171,909 -14,552
148,461   35,845 112,616
23,541   11,622 11,919
53,466   111,661 -58,195
13,512   7,197 6,315
22,222   12,687 9,535
11,787   12,625 -838
18,339   15,797 2,542
19,282   4,778 14,504
6,861   4,952 1,909
11,079   6,884 4,195
45,096   43,618 1,478
12,995   8,352 4,643
53,529   61,897 -8,368
12,338   14,059 -1,721
11,595   6,202 5,393
24,683   10,150 14,533
13,541   11,241 2,300
22,618   43,555 -20,937
99,773   99,147 626
64,752   31,668 33,084
988,613     988,613
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       4,704
b       -860
c       1,470
d       5,320
e       630
      165
      641
      1,689
      764
      3,579
      511
      -646
      -1,636
      995
      2,452
      2,473
      2,994
      103,127
      3,931
      6,454
      23,402
      3,950
      91,030
      1,175
      11,527
      -657
      1,762
      4,288
      -443
      26,794
      8,902
      22,031
      8,318
      -3,254
      17,703
      9,589
      49,747
      -14,684
      7,538
      -11,352
      -1,773
      -24,045
      -8,090
      4,676
      22,166
      19,425
      -2,677
      25,537
      38,193
      -195
      5,423
      20,396
      45,377
      -2,787
      -19,526
      -422
      -753
      -1,220
      4,533
      2,877
      -5,552
      1,366
      3,045
      60
      -1,597
      0
      2,111
      2,497
      722
      739
      973
      -1,929
      3,644
      -1,095
      -6,999
      644
      -2,073
      160
      -14
      1,496
      6,743
      -152
      15
      480
      -4,597
      -398
      309
      3,052
      6,004
      -29,288
      2,076
      -22,390
      14
      7,292
      -3,654
      -6,433
      -1,062
      -29,983
      3,833
      -6,955
      23
      -99
      6,655
      1,061
      240
      -153
      116
      1
      -55
      1,349
      -10
      1,477
      319
      -1,347
      64
      1,003
      1,235
      -926
      1,115
      -57
      -677
      465
      180
      -1,103
      -4
      462
      742
      -1
      1,943
      5,895
      1,375
      -98
      37
      1,625
      75
      -1,628
      1,748
      603
      3,003
      2,043
      6,594
      2,454
      -32
      -4
      2,091
      7,375
      -2,157
      14
      -128
      465
      -1,836
      73
      15
      3,711
      -601
      54
      -1,476
      4,870
      519
      531
      -2,235
      101,083
      43,096
      4,943
      -4,391
      44,837
      30
      -756
      9,987
      17,383
      -258
      8,090
      -24,613
      1,158
      16,992
      21,922
      1,230
      -6,941
      28,208
      -2,861
      -14,021
      15,627
      7,420
      -17,823
      -119
      11,021
      14,611
      -137
      31,293
      96,354
      24,374
      -1,987
      945
      25,427
      4,228
      -4,924
      22,570
      15,291
      53,163
      38,618
      148,909
      41,890
      -902
      -435
      32,955
      120,112
      -37,279
      4,559
      748
      -2,473
      13,196
      -30,502
      0
      1,397
      715
      62,941
      -4,912
      11,948
      -14,552
      112,616
      11,919
      -58,195
      6,315
      9,535
      -838
      2,542
      14,504
      1,909
      4,195
      1,478
      4,643
      -8,368
      -1,721
      5,393
      14,533
      2,300
      -20,937
      626
      33,084
      988,613
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 2,548,866
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 43,608
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 43,608
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 43,608
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 32,359
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 32,359
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 3
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 11,252
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 arrowN/A
14
The books are in care ofright arrowTHE ORGANIZATION Telephone no.right arrow (804) 784-4246

Located atright arrowPO BOX 70MANAKINSABOTVA ZIP+4right arrow23103
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 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
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
MARJORIE WEBB DIRECTOR
1.00 		25,000 0 0
PO BOX 70
MANAKINSABOT,VA23103
MARY H KEEVIL DIRECTOR
1.00 		25,000 0 0
PO BOX 70
MANAKINSABOT,VA23103
ANNE H ARMSTRONG DIRECTOR
1.00 		25,000 0 0
PO BOX 70
MANAKINSABOT,VA23103
ASHTON HARRISON DIRECTOR
1.00 		25,000 0 0
PO BOX 70
MANAKINSABOT,VA23103
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
56,938,856
b
Average of monthly cash balances.......................
1b
851,752
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
57,790,608
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
57,790,608
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
866,859
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
56,923,749
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
2,846,187
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
2,846,187
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
43,608
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
43,608
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,802,579
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
2,802,579
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
2,802,579
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
2,672,832
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
2,672,832
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 2,802,579
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 2,647,832
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 2,672,832
a Applied to 2023, but not more than line 2a 2,647,832
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..... 25,000
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		2,777,579
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
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

ANNA JULIA COOPER SCHOOL

2100 N 29TH STREET
RICHMOND,VA23223 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 80,000

BARNSTABLE CLEAN WATER COALITION

864 MAIN ST
OSTERVILLE,MA02655 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 30,000

BLUE RIDGE SCHOOL

273 MAYO DR
ST GEORGE,VA22935 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 50,000

BOCA GRANDE HEALTH CLINIC

320 PARK AVE
BOCA GRANDE,FL33921 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 50,000

BON SECOURS RICHMOND FOUNDATION

5855 BREMO ROAD
RICHMOND,VA23226 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 25,000

BOY'S & GIRL'S CLUB OF RICHMOND

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

BOYS AND GIRLS CLUB OF MARTIN COUNTY

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

CAMP HOLIDAY TRAILS INC

400 HOLIDAY TRAILS LANE
CHARLOTTESVILLE,VA22903 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 50,000

CHESAPEAKE BAY FOUNDATION

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

COLLEGIATE SCHOOL

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

COLUMBIA UNIVERSITY

535 W 116TH STREET
NEW YORK,NY10027 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 150,000

CROSSOVER MINISTRY INC

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

CURE ALZHEIMER'S FUND

34 WASHINTON ST SUITE 310
WELLESLEY HILLS,VA02481 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 50,000

EPISCOPAL HIGH SCHOOL

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

EVERGLADES FOUNDATION

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

FEED MORE

8020 VILLA PARK DRIVE
RICHMOND,VA23228 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 25,000

FOCUSED ULTRASOUND FOUNDATION

1230 CEDARS CT
CHARLOTTESVILLE,VA22903 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 120,000

FOXCROFT SCHOOL

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

FRIENDS OF BOCA GRANDE

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

GICIA

131 1ST STREET W 8
BOCA GRANDE,FL33921 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 70,000

GOOCHLAND CARES

2999 RIVER RD
W GOOCHLAND,VA23063 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 24,000

GOOCHLAND FAMILY YMCA

1800 DICKINSON ROAD
GOOCHLAND,VA23063 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 20,000

GREATER RICHMOND FIT4KIDS

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

GREENWICH ACADEMY

200 N MAPLE AVE
GREENWICH,CT06830 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 15,000

GREENWICH HOSPITAL FOUNDATION

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

HARRY CHAPIN FOOD BANK

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

HOBE SOUND COMMUNITY CHEST

11450 SE DIXIE HWY
HOBE SOUND,FL33455 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 25,000

HOUSING ASSISTANCE CORPORATION

60 W MAIN ST 1
HYANNIS,MA02601 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 25,000

MAYMONT FOUNDATION

1000 WESTOVER ROAD
RICHMOND,VA23220 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 25,000

NORTHERN NECK FAMILY YMCA

39 WILLIAM B GRAHAM CT
KILMARNOCK,VA22482 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 100,000

RAPPAHANNOCK ART LEAGUE INC

200 NORTH BOULEVARD
RICHMOND,VA23220 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 50,000

ST ANNE'S BELFIELD SCHOOL

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

ST CATHERINE'S SCHOOL FOUNDATION

6001 GROVE AVE
RICHMOND,VA23226 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 27,500

ST JOSEPH'S VILLA

8000 BROOKE ROAD
RICHMOND,VA23227 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 25,000

ST CHRISTOPHERS SCHOOL

711 ST CHRISTOPHERS ROAD
RICHMOND,VA23226 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 7,500

STRATFORD HALL

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

SUNCOAST HUMANE SOCIETY INC

6781 SAN CASA DR
ENGLEWOOD,FL34224 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 10,458

SWEET BRIAR COLLEGE

PO BOX 1055
SWEET BRIAR,VA24595 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 20,000

THE BANNER LAKE CLUB

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

THE ISLAND SCHOOL FOUNDATION

135 1ST ST W
BOCA GRANDE,FL33921 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 45,000

THE LANCASTER PLAYERS

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

THE NEW COMMUNITY SCHOOL

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

THE VIRGINIA HOME

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

THOMAS JEFFERSON FOUNDATION INC

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

TRIWAY TRAIL

BOX 300
IRVINGTON,VA22480 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 24,458

UNIVERSITY OF VIRGINIA

PO BOX 400101
CHARLOTTESVILLE,VA22904 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 699,000

VIRGINIA MUSUEM OF FINE ARTS

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

WOODS HOLE OCEANOGRAPHIC INSTITUTE

15 SCHOOL ST
WOODS HOLE,MA02543 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 50,000

GASPARILLA ISLAND CONSERVATION AND IMPROVEMENT ASSOCIATION INC

131 1ST STREET W 8
BOCA GRANDE,FL33921 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 25,000

COMMUNITY HEALTH CARE CENTER OF CAPE COD

107 COMMERCIAL ST
MASHPEE,MA02649 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 25,000

CAPE COD YMCA

2245 IYANNOUGH RD
WEST BARNSTABLE,MA02668 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 30,000

PHI GAMMA DELTA FUND

1201 RED MILE RD
LEXINGTON,KY40544 		NONE   GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 10,000

BOYS AND GIRLS CLUB OF CAPE COD

31 FRANK E HICKS DR
MASHPEE,MA02649 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 30,000

BARNSTABLE LAND TRUST

1540 MAIN ST
WEST BARNSTABLE,MA02668 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 30,000

YMCA OF THE VIRGINIA PENINSULAS

41 OLD OYSTER POINT RD STE C
NEWPORT NEWS,VA23602 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 50,000

BEYOND BOUNDARIES

3904 PATTERSON AVE
RICHMOND,VA23221 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 30,458

THE ISLAND SCHOOL ANNUAL FUND

8553 NE DAY ROAD
BAINBRIDGE ISLAND,WA98110 		NONE 501(C)(3) GENERAL 501(C)(3) PURPOSES OF ORGANIZATION 19,458
Total .................................right arrow 3a 2,672,832
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 ....     14 857,613  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....     14 3,522  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 2,548,866  
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 3,410,001 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
3,410,001
(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:
THE HARRISON FOUNDATION
EIN:
26-0353463
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 6,590 6,590   0

TY 2024 InvestmentsCorpStockSchedule
Name:
THE HARRISON FOUNDATION
EIN:
26-0353463
Name of Stock End of Year Book Value End of Year Fair Market Value
BESSEMER TRUST 33,678,711 52,889,629

TY 2024 InvestmentsOtherSchedule2
Name:
THE HARRISON FOUNDATION
EIN:
26-0353463
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
BESSEMER TRUST AT COST 3,976,470 6,715,955

TY 2024 OtherExpensesSchedule
Name:
THE HARRISON FOUNDATION
EIN:
26-0353463
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MISCELLANEOUS 57 0   0
FEES AND LICENSES 535 0   0


TY 2024 OtherIncomeSchedule2
Name:
THE HARRISON FOUNDATION
EIN:
26-0353463
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FIFTH AVE PRIVATE EQUITY FUND 0 7,716 0
PARTNERSHIP DISTRIBUTIONS 3,522 0 3,522


TY 2024 OtherIncreasesSchedule
Name:
THE HARRISON FOUNDATION
EIN:
26-0353463
Description Amount
BOOK TAX DIFFERENCE IN COST BASIS 14,244


TY 2024 OtherProfessionalFeesSchedule
Name:
THE HARRISON FOUNDATION
EIN:
26-0353463
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 166,678 166,678   0


TY 2024 TaxesSchedule
Name:
THE HARRISON FOUNDATION
EIN:
26-0353463
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 3,652 3,652   0
EXCISE TAXES 52,000 0   0