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
Harris Foundation
co Hiter Harris III
Number and street (or P.O. box number if mail is not delivered to street address) PO Box 17250
  Room/suite
City or town
Richmond
State or province
VA
Country  
ZIP or foreign postal code
23226
A Employer identification number

54-1844579
B Telephone number (see instructions)

8045397182
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)$4,313,516J 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) 23,178
2 Check .................
3 Interest on savings and temporary cash investments 1,406 1,406 1,406
4 Dividends and interest from securities... 50,918 50,918 50,918
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 725,006
b Gross sales price for all assets on line 6a 865,362
7 Capital gain net income (from Part IV, line 2)... 725,006
8 Net short-term capital gain......... 3,429
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
-11,020 -11,020 -11,020
12 Total. Add lines 1 through 11........ 789,488 766,310 44,733
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
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
350      
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
7,800      
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
34,193 34,193    
17 Interest............... 1,025 1,025    
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
11,464 11,464    
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 list of attachments
List of Attached Documents:
// Content
22,681 401    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 77,513 47,083   0
25 Contributions, gifts, grants paid....... 363,500 363,500
26 Total expenses and disbursements. Add lines 24 and 25 ................ 441,013 47,083   363,500
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 348,475
b Net investment income (if negative, enter -0-) 719,227
c Adjusted net income (if negative, enter -0-)... 44,733
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......... 82,744 69,142 69,142
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)      
b Investments—corporate stock (attach schedule)....... 835,719 Click to see attachment
List of Attached Documents:
// Content
1,174,308 		2,841,299
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 461,628 Click to see attachment
List of Attached Documents:
// Content
488,368 		1,402,092
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe ) Click to see attachment
List of Attached Documents:
// Content
911 		Click to see attachment
List of Attached Documents:
// Content
983 		Click to see attachment
List of Attached Documents:
// Content
983
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,381,002 1,732,801 4,313,516
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 ) Click to see attachment
List of Attached Documents:
// Content
634 		Click to see attachment
List of Attached Documents:
// Content
3,997
23 Total liabilities (add lines 17 through 22)......... 634 3,997
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 1,380,368 1,728,804
29 Total net assets or fund balances (see instructions)..... 1,380,368 1,728,804
30 Total liabilities and net assets/fund balances (see instructions). 1,381,002 1,732,801
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,380,368
2
Enter amount from Part I, line 27a .....................
2
348,475
3
Other increases not included in line 2 (itemize)
3
 
4
Add lines 1, 2, and 3 ..........................
4
1,728,843
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
39
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
1,728,804
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 Sales Summary Stocks- Short Term P 2025-01-01 2025-12-31
b Sales Summary Stocks- Long Term P 2015-01-01 2025-12-31
c Sch K-1 The Children's Investment Fund LP P 2025-01-01 2025-12-31
d Sch K-1 The Children's Investment Fund LP P 2015-01-01 2025-12-31
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 31,196   29,581 1,615
b 796,851   110,775 686,076
c 1,814     1,814
d 35,501     35,501
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       1,615
b       686,076
c       1,814
d       35,501
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 2 725,006
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 3,429
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 9,997
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  
3 Add lines 1 and 2........................... 3 9,997
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 9,997
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 6,000
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 6,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 3,997
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax0 Refunded 11  
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. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
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 addressN/A
14
The books are in care ofRagland and Associates LLC Telephone no. (804) 288-8516

Located at7204 Glen Forest Dr 300RichmondVA ZIP+423226
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)
 
No
(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
H Hiter Harris III President
1.00 		0    
PO Box 17250
Richmond,VA23226
Jil W Harris Secty/Treas
0.00 		0    
PO Box 17250
Richmond,VA23226
Katherine Harris Storer Director
0.00 		0    
PO Box 17250
Richmond,VA23226
Elizabeth Tyler Harris Director
0.00 		0    
PO Box 17250
Richmond,VA23226
H Hiter Harris IV Director
0.00 		0    
PO Box 17250
Richmond,VA23226
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...................  
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
NONE
Total number of others receiving over $50,000 for professional services.............right arrow  
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.........................  
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
3,923,351
b
Average of monthly cash balances.......................
1b
114,407
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
4,037,758
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
 
3
Subtract line 2 from line 1d.........................
3
4,037,758
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
60,566
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
3,977,192
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
198,860
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
198,860
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
9,997
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
9,997
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
188,863
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
188,863
6
Deduction from distributable amount (see instructions) .................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
188,863
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
363,500
b
Program-related investments—total from Part VIII-B..................
1b
 
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
363,500
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 7 188,863
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 138,663
b From 2021...... 201,536
c From 2022...... 228,296
d From 2023...... 224,560
e From 2024...... 159,281
f Total of lines 3a through e ........ 952,336
4Qualifying distributions for 2025 from Part
XI, line 4: $ 363,500
a Applied to 2024, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions) ..... 		 
c Treated as distributions out of corpus (Election
required—see instructions) ........ 		0
d Applied to 2025 distributable amount..... 188,863
e Remaining amount distributed out of corpus 174,637
5 Excess distributions carryover applied to 2025.    
(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 1,126,973
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
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...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
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) ....... 		 
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		138,663
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		988,310
10 Analysis of line 9:
a Excess from 2021 .... 201,536
b Excess from 2022 .... 228,296
c Excess from 2023 .... 224,560
d Excess from 2024 .... 159,281
e Excess from 2025 .... 174,637
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).)
H Hiter Harris III
Jil W Harris
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
First Presbyterian Church


4602 Cary Street Road
Richmond,VA23226 		N/A   Grant 22,500
Chesapeake Academy Foundation


P O Box 8
Irvington,VA22480 		N/A   Annual Fund 5,000
Hampden-Sydney College


1 COLLEGE ROAD
HampdenSydney,VA23943 		N/A   Annual Fund 10,000
Bolling Haxell House Foundation


211 East Franklin Street
Richmond,VA23219 		N/A   Annual Fund 500
St Catherine's School


6001 GROVE AVENUE
Richmond,VA23226 		N/A   Grant, Capital Commitment, Scholarship 6,000
St Christopher's School


711 ST CHRISTOPHERS RD
Richmond,VA23229 		N/A   Grant, Capital Commitment, Scholarship 6,000
Cross-Over Ministries Inc


108 Cowardin Avenue
Richmond,VA23224 		N/A   Annual Fund 1,000
Big Oak Ranch


P O Box 507
Springvale,AL35146 		N/A   Annual Fund 20,000
VCU Massey Cancer Center


401 COLLEGE ST
Richmond,VA23298 		N/A   Grant 5,000
Washington Lee University


DEVELOPMENT BUILDING
Lexington,VA24450 		N/A   Katie Harris Storer Fund 5,000
FAISON SCHOOL FOR AUTISM


1701 BYRD AVE
RICHMOND,VA23230 		N/A   Annual Fund 500
VMFA FOUNDATION


200 N BOULEVARD
RICHMOND,VA23220 		N/A   Grant, Capital Commitment 25,000
The Nature Conservancy


490 Westfiels Road
Charlottesville,VA22901 		N/A   Grant, Annual and Capital Committment 50,000
Harvard Business School


117 Western Ave
Allston,MA02134 		N/A   Annual Fund 1,000
Drive to Work


P O Box 14526
Richmond,VA23221 		N/A   Annual Fund 1,000
VCU Institute for Contemporary Art


818 W Broad Street
Richmond,VA23284 		N/A   Annual Fund 11,000
Warm Springs Presbyterian Church


73 Church Drive
Warm Springs,VA24484 		N/A   Grant-Tots Program, Annual Fund 16,000
Steamboat Era Museum


156 King Carter Dr
Irvington,VA22480 		N/A   Annual Fund 1,000
University of Richmond


28 Westhampton Way
Univ of Richmond,VA23173 		N/A   Annual Fund 20,000
Bath County Arts Association


POBox 974
Hot Springs,VA24445 		N/A   Annual Fund 11,000
Richmond Christmas Mother


300 East Franklin Street
Richmond,VA23219 		N/A   Public Support 1,000
Junior Achievement of Richmond


7217 W Broad Street
Richmond,VA23294 		N/A   Annual Fund 1,000
Bath County Historical Society


99 Courthouse Hill Road
Warm Springs,VA24484 		N/A   Annual Fund 500
Sheltering Arms Foundation


140 East Shore Drive
Glen Allen,VA23059 		N/A   CAPITAL COMMITTMENT 2,500
VFIC


901 East Byrd Street
Richmond,VA23219 		N/A   Annual Fund, Technology Fund, Rising Star Fund, Sponsorship 41,000
Bath County Christmas Mother


PO Box 292
Hot Springs,VA24445 		N/A   Public Support 10,000
Healthnetwork Foundation


33 River Street 230
Chagrin Falls,OH44022 		N/A   Grant 10,000
Bath County Hospital


106 Park Drive
Hot Springs,VA24445 		N/A   Annual Fund 1,000
Warm Springs Cemetary


PO Box 24
Warm Springs,VA24484 		N/A   Grant 2,500
Bath County Animal Welfare Foundati


PO Box 716
Hot Springs,VA24445 		N/A   Annual Giving 3,000
Focused Ultrasound Foundation


1230 Cedars Court Suite 206
Charlottesville,VA22903 		N/A   Annual Giving 2,500
University of Richmond


410 Westhampton Way
Richmond,VA23173 		N/A   Capital Pledge 25,000
University of Virginia


1827 University Avenue
Charlottesville,VA22903 		N/A   Tyler Harris Rose Fund $ 10,000 Dr. Shimer Research- Ortho $ 10,000 20,000
Children's Hospital Foundation


PO Box 980693
Richmond,VA23298 		N/A   Annual Gift 10,000
Garth Newel Music Center


403 Garth Newel Lane
Hot Springs,VA24445 		N/A   Annual Fund 1,000
Seminary for the Third Millennium


316 Live Oaks Blvd
Casselberry,FL32707 		N/A   In Honor of Marty Fields 5,000
The Doorways


612 E Marshall Street
Richmond,VA23219 		N/A   Annual Fund 10,000
Total ................................. 3a 363,500
bApproved for future payment
Total ................................. 3b  
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 ........... 		    14 1,406  
4 Dividends and interest from securities ....     14 50,918  
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 .....     18 11,020  
8 Gain or (loss) from sales of assets other than
inventory ............ 		        725,006
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) ..   41,304 725,006
13Total. Add line 12, columns (b), (d), and (e)..................
13
766,310
(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: 25022934
Software Version: 2025v4.1


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.
Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
Harris Foundation
co Hiter Harris III
Employer identification number

54-1844579
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 2025) Page 2
Name of organization
Harris Foundation
co Hiter Harris III 		Employer identification number
54-1844579
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
H Hiter Harris III
P O Box 17250
 
Richmond, VA23226

$ 319,796


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
Harris Foundation
co Hiter Harris III 		Employer identification number

54-1844579
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 646 Shares Invesco Water Resources1,938 Shares Xylem, Inc. $ 319,796 2025-08-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
Harris Foundation
co Hiter Harris III 		Employer identification number

54-1844579
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID: 25022934
Software Version: 2025v4.1

TY 2025 AccountingFeesSchedule
Name:
Harris Foundation
 
co Hiter Harris III
EIN:
54-1844579
Software ID:
25022934
Software Version:
2025v4.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Accounting Fees 7,800 0 0 0

TY 2025 InvestmentsCorpStockSchedule
Name:
Harris Foundation
 
co Hiter Harris III
EIN:
54-1844579
Software ID:
25022934
Software Version:
2025v4.1
Name of Stock End of Year Book Value End of Year Fair Market Value
APPLE INC 61,403 565,469
JOHNSON & JOHNSON 10,773 27,938
AMERICAN ELEC POWER 2,174 5,996
AUTOMATIC DATA PROCESSING 1,413 7,974
HOME DEPOT INC 1,102 12,044
J P MORGAN CHASE 4,916 42,211
MCDONALDS CORP 5,140 12,531
MERCK & CO 4,468 9,158
MICROSOFT CORP 20,910 45,460
NEXTERA ENERGY 1,578 4,496
PARKER HANNIFIN CORP 1,222 15,821
BRISTOL MYERS SQUIBB 5,383 5,394
CME GROUP INC 2,167 10,650
HONEYWELL INTL 1,490 7,218
PROCTOR & GAMBLE CO 9,789 15,764
Texas Instrument 633 3,643
WAL-MART STORES 5,566 19,720
WASTE MGMT INC 2,838 8,349
WEC Energy Group Inc 1,333 4,113
CMS Energy 789 3,007
IShares Russell 1000 Growth 32,993 236,650
Marsh McLennan Co 1,305 7,050
CISCO SYSTEMS 4,537 15,945
COMCAST CORP 8,362 9,744
Lockheed Martin Corp    
Vanguard Mid-Cap ETF 84,842 203,154
Pepsico Inc 2,966 4,449
Broadcom 793 15,228
Chevron 10,029 13,564
Lam Research Corp 838 10,271
UnitedHealth Group 5,489 9,243
Union Pacific Corp 4,129 8,790
Cummins Inc 2,243 7,146
KLA-TENCOR CORP 1,215 15,796
Ameren Corp 2,566 4,494
Conoco Phillips 7,119 8,144
International Bus Machines 6,316 15,403
Packaging Corp America 2,494 4,125
Abbott Labs 7,017 9,397
Mondelez Intl Inc. 6,207 6,567
Northrop Grumman Corp. 18,108 22,238
Analog Devices Inc. 8,665 16,814
Avalonbay Cmntys Inc. 3,508 2,901
Avery Dennison Corp 3,060 4,183
DTE Energy 1,332 2,451
EOG Res Inc.    
Abbvie 6,355 13,481
Becton Dickinson    
Coca Cola 7,642 9,578
Exxon Mobil 9,840 18,412
Morgan Stanley 7,846 14,735
Entergy 5,595 9,151
PPG    
Blackstone    
Valero Energy 2,897 6,349
Wells Fargo 10,235 20,877
Booz Allen Hamilton    
Illinois Tool Works 6,666 6,650
Prologis Inc. 3,477 3,702
Public Storage 2,893 2,595
Southern Company 6,641 8,284
Visa Inc. Class A 7,438 10,521
Bank NY Mellon 7,160 15,440
General Mills    
Genuine Parts    
A T & T 7,827 12,644
CSX Corp 5,143 5,728
Disney Walt Co. 11,533 12,173
Qualcomm Inc. 9,841 11,802
TJX Cos Inc. 5,717 9,063
Ebay Inc. 3,218 5,226
Invesco Water Resources 196,868 256,713
Pub Svc Enterprise Group    
Ishares Russell 2000 Value ETF 114,147 135,388
Philip Morris 3,075 3,048
Xylem SHS 10,812 245,124
American Express 5,822 6,289
Arista Networks 12,459 23,061
Boeing 12,097 13,027
Constellation Energy 6,078 10,598
Crowdstrike Holdings 16,457 20,625
Danaher Corp. 3,721 4,121
Eli Lilly 13,157 19,344
G E Veronova 12,116 16,339
General Dynamics 8,125 10,436
Gilead Sciences 7,415 8,224
Intuitive Surgical 6,699 7,929
Meta Platform 16,391 21,783
Micron Technology 6,747 28,541
NVIDIA 34,924 64,343
Palo Alto Networks 16,156 17,683
Sales Force 20,543 21,723
Service Now 12,719 12,255
Synopsys 12,312 14,092
Tesla 21,054 22,486
Welltower 1,917 2,599
Corning, Inc. 8,156 17,512
Emerson Electric Co. 3,818 3,849
Mongodb Inc. 6,287 16,788
Vertiv Hldg Co. 9,071 21,061
Vistra 5,169 7,260
Advanced Micro D 8,251 20,559
Alphabet Inc. 42,028 66,982
Altria Group 8,680 8,476
Amazon 11,853 15,927

TY 2025 InvestmentsOtherSchedule2
Name:
Harris Foundation
 
co Hiter Harris III
EIN:
54-1844579
Software ID:
25022934
Software Version:
2025v4.1
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
CHUBB CORP AT COST 6,312 16,542
Medtronic PLC AT COST 7,148 8,549
Trane Tech Pub Ltd. AT COST 1,052 7,006
Vanguard FTSE Developed Markets AT COST 155,946 218,645
Linde PLC AT COST 5,143 8,101
Accenture AT COST 2,744 5,366
Astrazeneca PLC AT COST 5,886 6,251
TE Connectivity AT COST 5,458 8,418
The Children's Investment Fund AT COST 298,679 1,123,214

TY 2025 LegalFeesSchedule
Name:
Harris Foundation
 
co Hiter Harris III
EIN:
54-1844579
Software ID:
25022934
Software Version:
2025v4.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Legal fees 350 0 0 0


TY 2025 OtherAssetsSchedule
Name:
Harris Foundation
 
co Hiter Harris III
EIN:
54-1844579
Software ID:
25022934
Software Version:
2025v4.1
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
Accrued Dividends 910 983 983


TY 2025 OtherDecreasesSchedule
Name:
Harris Foundation
 
co Hiter Harris III
EIN:
54-1844579
Software ID:
25022934
Software Version:
2025v4.1
Description Amount
Blackstone basis adjustment 39


TY 2025 OtherExpensesSchedule
Name:
Harris Foundation
 
co Hiter Harris III
EIN:
54-1844579
Software ID:
25022934
Software Version:
2025v4.1
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Life Insurance 22,280      
Portfolio deductions 401 401    


TY 2025 OtherIncomeSchedule2
Name:
Harris Foundation
 
co Hiter Harris III
EIN:
54-1844579
Software ID:
25022934
Software Version:
2025v4.1
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
Other Investment Income -11,020 -11,020 -11,020


TY 2025 OtherProfessionalFeesSchedule
Name:
Harris Foundation
 
co Hiter Harris III
EIN:
54-1844579
Software ID:
25022934
Software Version:
2025v4.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Bank Charges 11,076 11,076 0 0
Management Fees 23,092 23,092 0 0
SCC Fee 25 25 0 0


TY 2025 TaxesSchedule
Name:
Harris Foundation
 
co Hiter Harris III
EIN:
54-1844579
Software ID:
25022934
Software Version:
2025v4.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
2024 Federal Taxes 9,997 9,997    
Foreign taxes 1,467 1,467