Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
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
Midlothian
State or province
VA
Country  
ZIP or foreign postal code
23113
A Employer identification number

54-6362175
B Telephone number (see instructions)

8047948230
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$14,963,499J 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 .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 243,593 243,593  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 365,451
b Gross sales price for all assets on line 6a 3,451,687
7 Capital gain net income (from Part IV, line 2)... 365,451
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........ 609,044 609,044  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 6,433 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
15,371 0   0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
78,753 0   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
10,974 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 453 0   0
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 111,984 0   0
25 Contributions, gifts, grants paid....... 755,000 755,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 866,984 0   755,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -257,940
b Net investment income (if negative, enter -0-) 609,044
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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......... 320,683 349,078 349,078
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
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)  
Less: allowance for doubtful accounts        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 48,216 Click to see attachment
List of Attached Documents:
// Content
992,378 		1,005,742
b Investments—corporate stock (attach schedule)....... 3,337,669 Click to see attachment
List of Attached Documents:
// Content
3,061,824 		12,335,198
c Investments—corporate bonds (attach schedule)....... 2,180,333 Click to see attachment
List of Attached Documents:
// Content
1,244,035 		1,273,479
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe ) 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) 5,886,903 5,647,317 14,963,499
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 )    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
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
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 5,886,903 5,647,317
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)..... 5,886,903 5,647,317
30 Total liabilities and net assets/fund balances (see instructions). 5,886,903 5,647,317
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
5,886,903
2
Enter amount from Part I, line 27a .....................
2
-257,940
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
18,548
4
Add lines 1, 2, and 3 ..........................
4
5,647,511
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
194
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
5,647,317
Form 990-PF (2025)
Form 990-PF (2025)
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 Secuities   2017-01-18 2025-05-12
b Publicly Traded Secuities   2025-06-05 2025-06-05
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 586,606   327,258 259,348
b 2,794,578   2,758,978 35,600
c 70,503     70,503
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       259,348
b       35,600
c       70,503
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 2 365,451
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 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 8,466
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 8,466
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 8,466
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 10,400
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 10,400
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....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 1,934
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax1,934 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 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)
VA
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 2025 or the taxable year beginning in 2025? 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 addressNone
14
The books are in care ofBenjamin S Candland co McGuireWoods LLP Telephone no. (804) 775-1047

Located at800 East Canal StreetRichmondVA ZIP+4232193916
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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 ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
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
500 Weston Court
Richmond,VA23238
Rita M Smith Vice President / Treasurer
3.00 		6,433 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................... 0
Form 990-PF (2025)
Form 990-PF (2025)
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 78,728
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.........................0
Form 990-PF (2025)
Form 990-PF (2025)
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
13,971,524
b
Average of monthly cash balances.......................
1b
378,911
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
14,350,435
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
14,350,435
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
215,257
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
14,135,178
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
706,759
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
706,759
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
8,466
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
8,466
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
698,293
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
698,293
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
698,293
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, line 26, column (d) ..........
1a
755,000
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
755,000
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 698,293
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 47,011
b From 2021...... 28,398
c From 2022...... 64,981
d From 2023...... 96,199
e From 2024...... 24,149
f Total of lines 3a through e ........ 260,738
4Qualifying distributions for 2025 from Part
XI, line 4: $ 755,000
a Applied to 2024, 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 2025 distributable amount..... 698,293
e Remaining amount distributed out of corpus 56,707
5 Excess distributions carryover applied to 2025. 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 5 317,445
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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		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 2020 not
applied on line 5 or line 7 (see instructions) ... 		47,011
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		270,434
10 Analysis of line 9:
a Excess from 2021 .... 28,398
b Excess from 2022 .... 64,981
c Excess from 2023 .... 96,199
d Excess from 2024 .... 24,149
e Excess from 2025 .... 56,707
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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 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, 2b, 2c, and 2d. 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 (2025)
Form 990-PF (2025)
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

5855 Bremo Road Suite 100
Richmond,VA23226 		None   Rappahannock General Hospital Campaign 40,000

Chesterfield Henrico CASA Inc

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

Children's Hospital Foundation

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

Children's Museum of Richmond

2626 W Broad Street
Richmond,VA23220 		None   Chesterfield Museum 10,000

Commonwealth Catholic Charities

1601 Rolling Hills Drive
Richmond,VA23229 		None   Edward Smith Building Fund 10,000

Elijah House Academy

6627 Jahnke Road
Richmond,VA23225 		None   Scholarships 15,000

FETCH A Cure

5711 Staples Mill Road Suite 100
Richmond,VA23228 		None   Cancer Treatments and Pet Loss Support Group 40,000

Fore Children (Virginia State Golf Association Foundation)

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

Friends of Hollywood Cemetery

412 South Cherry Street
Richmond,VA23220 		None   Fence Repairs & Trees 10,000

George C Marshall Foundation

PO Box 1600
Lexington,VA24450 		None   Exterior Door Restoration and Restoration and Renovation of the Front Entrance 20,000

Kassunga Mission Initiative

PO Box 72951
North Chesterfld,VA232358022 		None   Multipurpose Hall at St. Teresa Learning Center 50,000

Library of Virginia Foundation

800 East Broad Street
Richmond,VA232191905 		None   Art Collection Preservation 15,000

Maymont Foundation

1700 Hampton Street
Richmond,VA23220 		None   Restore Swan Room ($10,000) and General Operating Support ($10,000) 20,000

Peter Paul RVA

1708 North 22nd Street
Richmond,VA23223 		None   Youth Program Capital Campaign 10,000

Preservation Virginia

204 West Franklin Street
Richmond,VA23220 		None   Parking Lot Improvements at Scotchtown 15,000

Richmond Animal League

11401 International Drive
Richmond,VA23226 		None   Medical Care For Animals 15,000

Richmond Friends of the Homeless

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

Richmond Performing Arts Alliance

600 E Grace Street Suite 400
Richmond,VA23219 		None   BrightLights Education Initiatives 10,000

Ronald McDonald House Charities of Richmond

2330 Monument Avenue
Richmond,VA23220 		None   Capital Campaign 25,000

Sacred Heart Center

1400 Perry Street
Richmond,VA23224 		None   Hispanic Adult Education and College Program 10,000

Southwest Virginia Public Education Foundation Inc

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

St John's Church Foundation

2319 East Broad Street
Richmond,VA23223 		None   Education Programs 10,000

St Joseph's Villa

8000 Brook Road
Richmond,VA23227 		None   Flagler Housing and Homeless Services 15,000

The Doorways (formerly Hospital Hospitality House Inc)

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

The Read Center

5211 W Broad Street Suite 102
Richmond,VA23230 		None   Operational Support 10,000

The Valentine

1015 East Clay Street
Richmond,VA23219 		None   Valentine Moment Campaign 10,000

The Virginia Foundation for Independent Colleges

901 East Byrd Street Suite 1625
Richmond,VA23219 		None   Brighter Future Scholarship Fund 15,000

VCU - Institute for Contemporary Art

601 West Broad Street Box 842545
Richmond,VA232842545 		None   Levels Up Academy 10,000

Virginia Museum of Fine Arts

200 N Arthur Ashe Blvd
Richmond,VA23220 		None   Teacher Professional Devepoment 50,000

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

428 N Arthur Ashe Blvd
Richmond,VA23220 		None   Commonwealth History and Civics Lab (one of five instalmments) 50,000

Virginia War Memorial Educational Foundation

621 S Belvidere Street
Richmond,VA23220 		None   Exhibit: Decisive Victory: Operation Desert Storm 15,000

Visual Arts Center of Richmond

1812 West Main Street
Richmond,VA23220 		None   Operational Support 10,000

Woodrow Wilson Presidential Library Foundation (WWPL)

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

World Pediatric Project

7201 Glen Forest Drive Suite 304
Richmond,VA23226 		None   25th Anniversary Programs 20,000

YMCA of Greater Richmond

201 W 7th Street Suite 110
Richmond,VA23224 		None   Out-of-School Programs 10,000

Coal Pit Learning Center

PO Box 800
Glen Allen,VA23060 		None   Early Childhood Education 5,000

Crossover Healthcare Ministry

8600 Quioccasin Rd Suite 101
Richmond,VA23229 		None   Capital Campaign 25,000

Make-A-Wish Greater Virginia

2810 N Parham Road Suite 302
Richmond,VA23294 		None   Support a Wish 5,000

Northstar Academy

11501 Nuckols Road
Glen Allen,VA23059 		None   Track and Activity Field Construction 10,000

Richmond Kiwanis Foundation

PO Box 17825
Richmond,VA23226 		None   Carver Literacy Project 15,000

Sheltering Arms Foundation

140 Eastshore Drive Suite 200
Glen Allen,VA23059 		None   Bon Air Therapy and Aquatics Center 25,000
Total ................................. 3a 755,000
bApproved for future payment
Total ................................. 3b 0
Form 990-PF (2025)
Form 990-PF (2025)
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 ....     14 243,593  
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 ............ 		    18 365,451  
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) .. 0 609,044 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
609,044
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 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
23,000 pv Abbvie Inc GLB 22,777 22,948
28,000 pv Goldman Sachs Group Inc 27,794 27,975
23,000 pv Wells Fargo & Company 22,950 23,090
45,000 pv JP Morgan Chase & Co 45,512 45,837
25,000 pv PNC Financial Services 6/12/2029 25,912 25,928
27,000 pv Georgia Power Co 3/15/2030 27,326 27,432
22,000 pv Wells Fargo & Co 1/24/2031 22,487 22,781
16,000 pv AT&T Inc 2/1/2032 14,094 14,032
29,000 pv HCA Inc 3/15/2032 26,497 27,391
16,000 pv General Motors 1/9/2033 17,260 17,274
16,000 pv Charles Schwab Corp GLB 8/24/2034 16,249 17,440
14,000 pv Western Midstream Operat GLB 11/15/2034 14,116 14,100
13,000 pv Ameren Corp GLB 3/15/2035 13,366 13,359
13,000 pv Diamondback Energy Inc GLB 4/1/2035 12,949 13,362
24,000 pv Shell Finance US Inc GLB 5/11/2035 23,210 23,038
13,000 pv Comcast Corp GLB 5/15/2035 13,086 13,292
27,000 pv Morgan Stanley GLB 7/19/2035 27,020 27,794
18,000 pv Bat Capital Corp GLB 8/15/2035 18,130 18,749
23,000 pv Global Payments Inc GLB 11/15/2035 23,040 22,860
24,000 pv Meta Platforms Inc GLB 11/15/2035 24,127 23,968
13,000 pv Capital One Financial Co GLB 1/30/2036 13,044 13,570
70,314.794 pv FHLMC RR 0036 69,414 69,475
128,976.680 pv FHLMC SD 3984 101,106 104,486
121,235.194 pv FNMA PFA 1024 99,375 103,087
0.015 pv FNMA PFS 4815 1 1
130,281.508 pv FNMA PFS 8874 111,370 115,562
14,040.270 pv FNMA PFS 9860 11,098 11,374
13,650.110 pv FHLMC SD 5368 11,353 11,593
25,172.295 FHLMC SD 6647 22,773 23,373
13,572.885 pv FNMA PFS 7879 11,265 11,528
223,107.432 pv FNMA PFS 6599 198,775 207,160
75,088.613 pv FNMA PMA 5444 74,479 76,228
943.140 pv FNMA PFA 0442 850 876
958.364 pv FNMA PMA 5635 886 890
903.937 pv FHLMC SD 8524 912 917
9,611.060 pv FHLMC RQ 0040 9,638 9,753
3,896.592 pv FHLMC RQ 0056 3,946 3,954
2,000 pv American Electric Power GLB 3/15/2056 1,988 1,986
38,000 pv Bank of Nova Scotia 6/24/2026 36,878 37,549
13,000 pv Rio Tinto Fin USA GLB 3/14/2035 13,055 13,396
14,000 pv Royalty Pharma PLC GLB 9/25/2035 13,927 14,071

TY 2025 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 30,459 114,245
250 shs Becton Dickinson & Co 25,785 48,518
175 shs Berkshire Hathaway Inc 24,829 87,964
100 shs Blackrock Inc 26,796 107,034
275 shs Costco Whsl Corp 31,307 237,144
150 shs General Dynamics Corp 21,954 50,499
150 shs Goldman Sachs Group Inc 24,415 131,850
250 shs Home Depot Inc 22,814 86,025
650 shs JPMorgan Chase & Co 35,845 209,443
400 shs Johnson & Johnson 30,836 82,780
300 shs Lilli Eli & Co 23,210 322,404
600 shs Merck & Co Inc 27,925 63,156
150 shs Northrop Grumman Corp 13,733 85,532
883 shs RTX (Raytheon Technologies) Corp 41,262 161,942
500 shs Salesforce Com Inc 11,821 132,455
350 shs Travelers Cos Inc 23,626 101,521
581 shs Truist Finl Corp 9,827 28,591
550 shs Visa Inc 16,310 192,891
300 shs Carrier Global Corp 5,721 15,852
150 shs Otis Worldwide Corp 8,001 13,103
1,000 shs Vanguard Mid-Cap Etf 115,361 290,220
4,100 shs Vanguard Small-Cap Etf 412,315 1,057,595
336 shs Health Care Select SPDR 28,832 52,013
300 shs Meta Platforms Inc Cl A 31,070 198,027
3,571.807 shs Eaton Vance Atlanta Cap Smid-Cap 64,128 133,193
1,300 shs Alphabet Inc 29,645 406,900
1,300 shs Amazon Com Inc 5,522 300,066
435 shs Chevron Corp 51,214 66,298
360 shs Sempra 27,822 31,784
285 shs Valero Energy Corp New 15,190 46,395
1,135 shs Vanguard Total Stk Mkt ETF 161,777 380,531
930 shs Vanguard 500 Index Fund 246,604 583,231
2,000 shs Apple Inc 35,616 543,720
5,300 shs IShares Russell 1000 Value Etf 377,108 1,114,802
5,350 shs Ishares Russell 1000 Growth 239,097 2,532,155
920 shs Microsoft Corp 28,885 444,930
3,300 shs IShares Msci Eafe Etf 196,732 316,899
23,616.514 shs Columbia Div Inc Fund 258,872 875,937
13,252.007 shs John Hancock Fds III Disciplined Value Mid Cap Fund 132,202 363,900
450 shs Eaton Corp Plc 22,923 143,330
125 shs Broadcom Inc 25,988 43,263
250 shs Honeywell Intl Inc 22,503 48,773
220 shs Nividia 25,619 41,030
62 shs Solstice Advanced Materials Inc 1,378 3,012
500 shs Vanguard Real Estate Etf 48,945 44,245

TY 2025 InvestmentsGovtObligationsSch
Name:
The Anne C Robins & Walter R Robins Jr
 
Foundation
EIN:
54-6362175
US Government Securities - End of Year Book Value:

992,378
US Government Securities - End of Year Fair Market Value:

1,005,742
State & Local Government Securities - End of Year Book Value:


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


0


TY 2025 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 15,371 0   0


TY 2025 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 2025 OtherDecreasesSchedule
Name:
The Anne C Robins & Walter R Robins Jr
 
Foundation
EIN:
54-6362175
Description Amount
Cost Basis Adjustments 194


TY 2025 OtherIncreasesSchedule
Name:
The Anne C Robins & Walter R Robins Jr
 
Foundation
EIN:
54-6362175
Description Amount
Cost Basis Adjustment - Sub-account 18,548


TY 2025 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 78,728 0   0
SCC Annual Fee 25 0   0


TY 2025 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
Real Estate Taxes 86 0   0
2025 Estimated Taxes 10,400 0   0
2024 Balance Due 488 0   0