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
BROOKFIELD INC
C/O JOHN WALKER - WILLIAMS MULLEN
Number and street (or P.O. box number if mail is not delivered to street address) PO BOX 1320
  Room/suite
City or town
RICHMOND
State or province
VA
Country  
ZIP or foreign postal code
232181320
A Employer identification number

54-0638415
B Telephone number (see instructions)

8047836484
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)$12,417,278J 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) 7,099
2 Check .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 279,722 279,722  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 472,525
b Gross sales price for all assets on line 6a 2,796,328
7 Capital gain net income (from Part IV, line 2)... 472,525
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........ 759,346 752,247  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
5,706 5,706   0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
58,172 58,172   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
38,412 6,050   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
50,101 50,101   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 152,391 120,029   0
25 Contributions, gifts, grants paid....... 575,000 575,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 727,391 120,029   575,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 31,955
b Net investment income (if negative, enter -0-) 632,218
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............. 24,496 43,425 43,425
2 Savings and temporary cash investments......... 241,904 366,239 366,239
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)....... 9,298,893 Click to see attachment
List of Attached Documents:
// Content
9,436,534 		9,436,534
c Investments—corporate bonds (attach schedule)....... 2,584,278 Click to see attachment
List of Attached Documents:
// Content
2,571,080 		2,571,080
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 )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 12,149,571 12,417,278 12,417,278
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
105,849 		Click to see attachment
List of Attached Documents:
// Content
0
23 Total liabilities (add lines 17 through 22)......... 105,849 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........... 12,043,722 12,417,278
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    
29 Total net assets or fund balances (see instructions)..... 12,043,722 12,417,278
30 Total liabilities and net assets/fund balances (see instructions). 12,149,571 12,417,278
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
12,043,722
2
Enter amount from Part I, line 27a .....................
2
31,955
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
341,601
4
Add lines 1, 2, and 3 ..........................
4
12,417,278
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
12,417,278
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 70.00 SHRS ACCENTURE PLC IRELAN D SHS CL A P 2024-03-22  
b 81.000 SHRS TE CONNECTIVITY PLC ORD SHS P 2024-09-25 2025-04-07
c 8.000 SHRS TRANE TECHNOLOGIES PLC SHS P 2025-01-27 2025-03-21
d 7.000 SHRS SPOTIFY TECHNOLOGY SA REGISTERED SHS P 2024-08-02 2025-03-21
e 6.000 SHRS ASML HLDG NV NY REGISTRY SHS P 2025-01-24 2025-03-21
31.000 SHRS ABBOTT LABS COM P   2025-03-21
7.000 SHRS ADOBE SYS INC COM P 2025-02-19 2025-10-17
62.000 SHRS ADVANCED MICRO DEVICES INC COM P 2024-05-16 2025-01-30
69.000 SHRS AIR PRODS & CHEMS IN C COM P   2025-01-10
425.000 SHRS ALEXANDRIA REAL ESTA TE EQUITIES INC COM P    
153.000 SHRS ALFA LAVAL AB SWEDEN ADR P 2025-03-18  
51.000 SHRS AMAZON COM INC COM P 2024-08-12 2025-03-21
2417.000 SHRS AM BEV SA SPONSORED ADR P 2024-08-19 2025-02-10
5.2318 SHRS AMENTUM HLDGS INC COM P 2024-11-13  
119.000 SHRS AMPHENOL CORP NEW CL A P 2025-04-25  
100.000 SHRS ANALOG DEVICES INC COM P    
69.000 SHRS APPLE INC COM P 2024-03-22  
604.000 SHRS AVANTOR INC COM P 2024-11-20 2025-05-08
5000.000 SHRS BRISTOL MYERS SQUIBB CO P 2024-09-05 2025-03-21
155.000 SHRS BROADCOM INC COM P 2024-03-22  
206.000 SHRS CARMAX INC COM P 2025-08-13  
15.000 SHRS CASEYS GEN STORES IN C COM P 2024-08-05 2025-06-23
275.000 SHRS CHUGAI PHARMAC SHS U NSPONSORED AMERICAN RECEIPT REPR 2 SHS P 2025-03-17  
135.000 SHRS COLOPLAST A/S SPONSO RED ADR P 2024-05-29 2025-03-21
575.000 SHRS COMCAST CORP NEW CL A P 2024-03-22 2025-01-16
283.000 SHRS CONOCOPHILLIPS COM P 2024-03-22 2025-02-14
855.000 SHRS DASSAULT SYS SA SPO NSORED ADR P    
646.000 SHRS DISCO CORP ADR P 2025-02-10  
130.000 SHRS ENN ENERGY HLDGS LTD ADR P 2024-04-12 2025-02-10
648.000 SHRS ETSY INC COM P    
15000.000 SHRS META PLATFORMS INC SR NT P 2024-09-05 2025-03-21
16.000 SHRS GALLAGHER ARTHUR J & CO COM P 2024-11-13 2025-03-31
45.000 SHRS GRUPO FINANCIERO BAN ORTE SAB DE CV ADR P 2024-07-09 2025-03-21
89.000 SHRS HDFC BK L TO ADR REPS TG 3 SHS P 2024-09-26 2025-03-21
4.000 SHRS HOME DEPOT INC COM P 2024-03-22 2025-03-21
26.000 SHRS INTERCONTINENTAL EXCHANGE INC COM P 2024-07-12 2025-03-21
4.000 SHRS INTUITIVE SURGICAL I NC COM NEW P 2024-06-18 2025-03-21
514.000 SHRS ISHARES TR CORE HIGH DIVID ETF P 2024-03-22 2025-03-21
131.000 SHRS LIVE NATION ENTMT INC COM P 2024-09-11  
25000.000 SHRS MARTIN MARIETTA MATL S INC SR NT P 2024-11-04 2025-03-21
10.000 SHRS MASTERCARD INC CL A P 2024-03-22 2025-03-21
2.000 SHRS MERCADOLIBRE INC COM P 2024-11-18 2025-03-21
267.000 SHRS MERCK & CO INC NEWCOM P 2024-03-22 2025-01-24
19.000 SHRS MICROSOFT CORP COM P 2024-03-22 2025-03-21
43.000 SHRS NESTLE SA SPONSORED ADR REPSTG REG SHS P 2024-09-10 2025-03-21
67.000 SHRS NOVO NORDISK A.S. AD R FORMERLY NOVO INDU STRIE A.S. ADR SAME P 2024-11-12 2025-03-21
180.000 SHRS NVIDIA CORP COM P    
322.000 SHRS OLD DOMINION FREIGHT LINE INC COM P    
119.000 SHRS ROCHE HLDGS LTD SPON SORED ADR P 2024-07-09 2025-03-21
18.000 SHRS ROCKWELL AUTOMATION INC COM P 2024-11-12 2025-03-21
79.000 SHRS SHELL PLC SPONSORED ADR REPSTG ORD SH P 2024-07-09 2025-03-21
10000.000 SHRS SCHWAB CHARLES CORP NEW P 2024-09-05 2025-03-21
14.000 SHRS SERVICENOW INC COM P 2024-05-03  
302.000 SHRS SONY FINL GROUP INC ADR P 2025-10-06 2025-12-29
207.000 SHRS SYSMEX CORP ADR P 2024-09-10 2025-03-21
27.000 SHRS TECHTRONICS IND LTD SPON ADR P 2024-10-31 2025-03-21
61.000 SHRS TENCENT HLDGS LTD ADR P 2024-05-14 2025-03-21
50.000 SHRS UBER TECHNOLOGIES INC COM P 2024-10-31 2025-03-21
23.000 SHRS UNITEDHEAL TH GROUP I NC COM P 2024-12-26  
13.000 SHRS VISA INC COM CL A P 2024-03-22 2025-03-21
359.000 SHRS WYNN RESORTS LTD COM P    
89.000 SHRS ZTO EXPRESSCAYMAN INC SPONS ADR P 2024-04-24 2025-03-21
11.000 SHRS AON PLC REGISTERED S HS CL A P 2023-08-02 2025-03-21
30.000 SHRS ACCENTURE PLC IRELAN D SHS CL A P 2023-02-22  
11.000 SHRS CREDICORP LTD COM IS P 2023-06-22 2025-03-21
54.000 SHRS TE CONNECTIVITY PLC ORD SHS P 2024-03-22 2025-04-07
16.000 SHRS SPOTIFY TECHNOLOGY SA REGISTERED SHS P 2024-08-02 2025-09-19
51.000 SHRS ADOBE SYS INC COM P    
223.000 SHRS ADVANCED MICRO DEVICES INC COM P 2023-07-20 2025-01-30
6.000 SHRS AIR PRODS & CHEMS IN C COM P 2021-10-06 2025-01-10
7545.000 SHRS ALIGHT INC CL A P   2025-04-09
242.000 SHRS ALLIANZ SE ADR P 2022-08-12  
12.4712 SHRS AMENTUM HLDGS INC COM P   2025-06-10
143.000 SHRS ASSA ABLOY AB ADR P 2023-08-25 2025-03-21
10000.000 SHRS ASTRAZENECA FIN LLC NT P 2024-01-25 2025-03-21
2672.000 SHRS AVANTOR INC COM P    
110000.000 SHRS BRISTOL MYERS SQUIBB CO P 2024-02-27  
45.000 SHRS BROADCOM INC COM P 2024-03-22  
781.000 SHRS BROOKFIELD CORP VTG SHS CL A P    
956.000 SHRS CARMAX INC COM P    
21.000 SHRS CASEYS GEN STORES IN C COM P   2025-09-11
625.000 SHRS CHUGAI PHARMAC SHS U NSPONSORED AMERICAN RECEIPT REPR 2 SHS P   2025-07-09
76.000 SHRS ENOVIS CORP COM NEW P 2019-12-20  
4.000 SHRS COSTCO WHOLESALE COR P NEW COM P 2022-10-12 2025-03-21
148.000 SHRS DAI FU KU CO LTD ADR P 2022-07-18 2025-03-21
25.000 SHRS DANAHER CORP COM P   2025-03-21
166.000 SHRS DASSAULT SYS SA SPO NSORED ADR P   2025-12-03
177.000 SHRS EOG RES INC COM P    
487.000 SHRS ENN ENERGY HLDGS LTD ADR P    
259.000 SHRS ELECTRONIC ARTS INC COM P    
403.000 SHRS ETSY INC COM P    
15000.000 SHRS META PLATFORMS INC SR NT P 2023-05-03 2025-03-21
15000.000 SHRS GENERAL MTRS FINL CO INC SR NT P 2023-11-29 2025-03-21
66.000 SHRS GEN MAB A/S SPONSORED ADR P 2023-07-28 2025-03-21
184.000 SHRS HAIER SMART HOME CO LTD ADR P 2022-03-18 2025-03-21
1470.000 SHRS HALEON PLC ADR P 2023-04-06  
47.000 SHRS HOME DEPOT INC COM P 2024-03-22 2025-03-24
327.000 SHRS HUNT J B TRANS SVCS INC COM P    
31.000 SHRS INFINEON TECHNOLOGIES AG P 2022-06-02 2025-03-17
16.000 SHRS KLA CORP COM P 2024-03-22  
92.000 SHRS LOREAL CO ADR P 2023-10-10  
16.000 SHRS LILLY ELI & CO COM P 2024-03-22 2025-06-05
205.000 SHRS LIVE NATION ENTMT INC COM P    
105000.000 SHRS LOWES COS INC SR NT P 2023-11-29 2025-09-08
605.000 SHRS MANULIFE FINL CORP COM P    
37.000 SHRS MASTERCARD INC CL A P 2024-03-22 2025-11-14
186.000 SHRS NESTLE SA SPONSORED ADR REPSTG REG SHS P 2024-09-10  
208.000 SHRS PTC INC COM P 2022-11-25  
17.000 SHRS PALO AL TO NETWORKS I NC COM P 2024-02-23 2025-03-21
108.000 SHRS PERUSAHAAN PERSEROAN PERSERO P.T. TELEKO MUNIKASI INDONESIAA P 2021-06-04 2025-03-21
25000.000 SHRS PHILIP MORRIS INTL I NC NT P 2023-04-17 2025-03-21
14.000 SHRS REPUBLIC SVCS INC CO M P 2023-03-15 2025-03-21
223.000 SHRS ROCHE HLDGS LTD SPON SORED ADR P 2024-07-09 2025-09-11
92000.000 SHRS SCHLUMBERGER INVT SA SR NT P 2023-05-09  
1.000 SHRS SERVICENOW INC COM P 2021-06-16 2025-03-21
828.000 SHRS SHIMANO SHS UNSPONSO RED ADR P 2022-10-06  
640.000 SHRS SONY GROUP CORP AMER N SH NEW P 2023-12-14  
52.000 SHRS STRYKER CORP COMMON P 2024-03-22 2025-12-05
43.000 SHRS UNITEDHEAL TH GROUP I NC COM P   2025-05-08
7.000 SHRS VERTEX PHARMACEUTICALS INC COM P 2023-11-20 2025-03-21
53.000 SHRS VISA INC COM CL A P 2024-03-22 2025-12-05
117.000 SHRS ZOETIS INC COM P   2025-11-07
813.000 SHRS ZTO EXPRESSCAYMAN INC SPONS ADR P 2024-04-24 2025-10-08
53.000 SHRS ACCENTURE PLC IRELAN D SHS CL A P 2008-09-10 2025-06-05
61.000 SHRS LINDE PLC NEW SHS P 2018-12-13  
34.000 SHRS ALCON SA ACT NOM ISI P 2020-06-08 2025-03-21
79.000 SHRS AIA GROUP LTD SPONSO RED ADR P 2013-06-21 2025-03-21
170.000 SHRS ADYEN N V ADR P 2020-04-02 2025-03-21
60.000 SHRS AIR LIQUIDE ADR P 2013-06-21 2025-03-21
168.000 SHRS AIR PRODS & CHEMS IN C COM P 2019-02-06  
67.000 SHRS ALFA LAVAL AB SWEDEN ADR P 2016-02-12 2025-12-29
478.000 SHRS ALLIANZ SE ADR P    
107.000 SHRS ALPHABET INC CL A P 2009-01-28  
6198.000 SHRS AM BEV SA SPONSORED ADR P   2025-02-10
935.000 SHRS ATLAS COPCO AB SPONS OREO ADR P    
135.000 SHRS AUTODESK INC COM P   2025-02-28
2342.000 SHRS BANCO BILBAO VIZCAYA ARGENT ARIA SA P    
8.000 SHRS BERKSHIRE HATHAWAY I NC DEL CL B NEW P 2019-08-14 2025-03-21
527.000 SHRS BHP GROUP LTD SPONSO RED ADR P 2021-03-09  
36.000 SHRS BROADCOM INC COM P 2018-01-24  
852.000 SHRS BROOKFIELD CORP VTG SHS CL A P    
16.000 SHRS CANADIAN NATL RY CO COM P 2013-06-21 2025-03-21
189.000 SHRS OBS GROUP HLDGS LTD SPONS ADR P    
457.000 SHRS DASSAULT SYS SA SPO NSORED ADR P   2025-12-03
278.000 SHRS ENN ENERGY HLDGS LTD ADR P 2021-04-27 2025-02-10
132.000 SHRS EPIROC AKTIEBOLAG ADR P 2019-03-28 2025-03-21
230.000 SHRS ETSY INC COM P 2020-03-20  
91.000 SHRS META PLATFORMS INC CL A P 2021-02-08  
6.000 SHRS FAIRFAX FINL HLDGS LTD SUB VTG P 2021-03-18  
866.000 SHRS FIDELITY NATL FINL I NC NEW FNF GROUP COM P    
46.000 SHRS FOMENTO ECONOMICO MEX SA B DEC V NEW I P 2018-12-31 2025-03-21
9.000 SHRS HOME DEPOT INC COM P 2018-03-28 2025-03-24
93.000 SHRS HONEYWELL INTL INC COM P 2018-03-28 2025-10-03
1511.000 SHRS INFINEON TECHNOLOGIES AG P   2025-03-17
829.000 SHRS KOMATSU LTD SPONSORED ADR NEW P    
50.000 SHRS LOREAL CO ADR P 2013-06-21 2025-12-29
166.000 SHRS LAMAR ADVERTISING CO NEW CL A P    
2.000 SHRS MARTIN MARIETTA MATL S INC COM P 2017-08-23 2025-03-21
188.000 SHRS NESTLE SA SPONSORED ADR REPSTG REG SHS P 2013-06-21 2025-10-27
24.000 SHRS NOVOZYMES NOVOZYMES B SPONS ADR P 2018-03-28 2025-03-21
104.000 SHRS 0 REILLY AUTOMOTIVE INC NEW COM P 2017-07-31  
46.000 SHRS RIO TINTO PLC SPONSORED ADR P 2019-04-17 2025-03-21
217.000 SHRS SAP SE SPONSORED ADR P 2013-06-21  
492.000 SHRS SCHNEIDER UNSP ADR S HS UNSPONSORED AMERICAN DEPOSIT RCP REPS P    
13.000 SHRS SHERWIN-WILLIAMS CO COM P 2017-08-30 2025-03-21
233.000 SHRS SHIONOGI & CO LTD ADR P 2020-02-20 2025-03-21
28.000 SHRS SONOVA HLDG AG ADR P 2013-06-21 2025-03-21
80.000 SHRS SYMRISE AG ADR P 2014-06-09 2025-03-21
33.000 SHRS TJX COS INC NEW COM P 2019-07-10 2025-03-21
79.000 SHRS TAIWAN SEMICONDUCTOR MFG CO SPONSORED ADR P 2014-01-10  
162.000 SHRS TAKE-TWO INTERACTIVE SOFTWARE INC CDT-COM P    
5.000 SHRS TENCENT HLDGS LTD ADR P 2020-06-08 2025-03-21
351.000 SHRS UNICHARM CORP SPONSO RED ADR P 2019-03-08 2025-03-21
11.000 SHRS UNION PAC CORP COM P 2015-08-12 2025-03-21
(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 24,190   23,869 321
b 9,968   11,845 -1,877
c 2,751   2,752 -1
d 4,163   2,306 1,857
e 4,277   4,399 -122
3,907   3,875 32
2,312   3,198 -886
7,360   10,308 -2,948
20,209   16,168 4,041
22,686   32,946 -10,260
7,274   6,890 384
9,965   8,516 1,449
4,476   5,847 -1,371
115   126 -11
15,196   9,006 6,190
21,193   19,624 1,569
16,147   11,891 4,256
7,399   12,099 -4,700
5,079   5,146 -67
34,184   21,213 12,971
7,966   11,954 -3,988
7,639   5,536 2,103
6,335   6,397 -62
1,411   1,627 -216
21,017   24,509 -3,492
27,581   34,892 -7,311
25,130   27,493 -2,363
18,137   19,655 -1,518
3,479   4,454 -975
41,560   37,773 3,787
15,194   15,648 -454
5,509   4,748 761
1,666   1,847 -181
5,682   5,856 -174
1,394   1,568 -174
4,524   3,877 647
1,935   1,739 196
60,918   55,370 5,548
19,534   12,716 6,818
24,852   24,792 60
5,318   4,832 486
4,081   3,823 258
25,610   33,188 -7,578
7,311   8,102 -791
4,441   4,477 -36
5,095   7,124 -2,029
26,688   21,263 5,425
44,964   53,696 -8,732
5,201   4,075 1,126
4,573   5,018 -445
5,608   5,749 -141
10,185   10,205 -20
13,974   9,993 3,981
1,598   1,548 50
3,938   3,925 13
1,643   1,957 -314
3,979   3,139 840
3,714   3,535 179
10,458   10,494 -36
4,370   3,703 667
44,343   31,272 13,071
1,782   1,881 -99
4,278   3,542 736
9,425   8,148 1,277
2,116   1,606 510
6,646   7,796 -1,150
11,710   5,272 6,438
17,541   24,117 -6,576
26,473   25,120 1,353
1,757   1,521 236
41,930   76,685 -34,755
9,262   4,484 4,778
277   234 43
2,151   1,552 599
10,160   10,100 60
32,410   55,438 -23,028
113,593   109,782 3,811
13,670   6,159 7,511
46,549   24,420 22,129
37,272   67,716 -30,444
11,590   6,899 4,691
14,453   8,536 5,917
3,012   4,617 -1,605
3,574   1,911 1,663
1,868   1,499 369
5,233   5,245 -12
4,505   7,320 -2,815
20,053   20,928 -875
14,358   21,039 -6,681
47,370   32,499 14,871
24,004   24,816 -812
15,194   15,150 44
15,420   15,182 238
1,308   2,640 -1,332
2,431   2,448 -17
14,724   13,139 1,585
17,001   18,426 -1,425
49,135   60,711 -11,576
1,174   993 181
18,571   11,410 7,161
7,348   7,721 -373
12,239   12,312 -73
32,991   16,611 16,380
105,000   103,659 1,341
18,501   10,736 7,765
20,346   17,880 2,466
17,956   19,365 -1,409
33,818   23,855 9,963
3,083   2,400 683
1,527   2,729 -1,202
25,414   25,327 87
3,263   1,846 1,417
9,390   7,636 1,754
92,069   92,141 -72
815   517 298
11,523   13,779 -2,256
17,762   11,833 5,929
18,963   18,174 789
16,640   16,640 0
3,534   2,493 1,041
17,659   15,096 2,563
13,947   19,928 -5,981
15,433   17,181 -1,748
16,712   2,046 14,666
25,143   9,645 15,498
3,065   2,141 924
2,446   1,315 1,131
2,791   1,383 1,408
2,295   915 1,380
52,370   28,432 23,938
3,376   1,059 2,317
19,816   7,935 11,881
26,277   915 25,362
11,478   23,611 -12,133
15,561   5,670 9,891
36,489   15,415 21,074
36,660   15,970 20,690
4,190   1,571 2,619
29,253   39,785 -10,532
12,678   941 11,737
38,447   13,331 25,116
1,541   761 780
29,472   9,330 20,142
12,402   8,780 3,622
7,440   17,572 -10,132
2,750   1,305 1,445
16,090   7,838 8,252
61,537   24,366 37,171
10,820   2,557 8,263
47,953   14,419 33,534
4,488   3,911 577
3,256   1,586 1,670
19,632   12,827 6,805
57,211   27,126 30,085
28,979   18,130 10,849
4,293   1,627 2,666
21,151   10,957 10,194
947   404 543
18,823   12,372 6,451
1,403   1,249 154
18,646   2,548 16,098
2,830   2,778 52
52,950   15,715 37,235
26,153   9,557 16,596
4,281   1,460 2,821
1,759   2,264 -505
1,688   622 1,066
1,976   1,093 883
3,770   1,821 1,949
19,280   1,331 17,949
34,902   15,379 19,523
326   278 48
1,380   2,318 -938
2,545   1,009 1,536
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       321
b       -1,877
c       -1
d       1,857
e       -122
      32
      -886
      -2,948
      4,041
      -10,260
      384
      1,449
      -1,371
      -11
      6,190
      1,569
      4,256
      -4,700
      -67
      12,971
      -3,988
      2,103
      -62
      -216
      -3,492
      -7,311
      -2,363
      -1,518
      -975
      3,787
      -454
      761
      -181
      -174
      -174
      647
      196
      5,548
      6,818
      60
      486
      258
      -7,578
      -791
      -36
      -2,029
      5,425
      -8,732
      1,126
      -445
      -141
      -20
      3,981
      50
      13
      -314
      840
      179
      -36
      667
      13,071
      -99
      736
      1,277
      510
      -1,150
      6,438
      -6,576
      1,353
      236
      -34,755
      4,778
      43
      599
      60
      -23,028
      3,811
      7,511
      22,129
      -30,444
      4,691
      5,917
      -1,605
      1,663
      369
      -12
      -2,815
      -875
      -6,681
      14,871
      -812
      44
      238
      -1,332
      -17
      1,585
      -1,425
      -11,576
      181
      7,161
      -373
      -73
      16,380
      1,341
      7,765
      2,466
      -1,409
      9,963
      683
      -1,202
      87
      1,417
      1,754
      -72
      298
      -2,256
      5,929
      789
      0
      1,041
      2,563
      -5,981
      -1,748
      14,666
      15,498
      924
      1,131
      1,408
      1,380
      23,938
      2,317
      11,881
      25,362
      -12,133
      9,891
      21,074
      20,690
      2,619
      -10,532
      11,737
      25,116
      780
      20,142
      3,622
      -10,132
      1,445
      8,252
      37,171
      8,263
      33,534
      577
      1,670
      6,805
      30,085
      10,849
      2,666
      10,194
      543
      6,451
      154
      16,098
      52
      37,235
      16,596
      2,821
      -505
      1,066
      883
      1,949
      17,949
      19,523
      48
      -938
      1,536
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 2 472,525
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 8,788
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 8,788
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 8,788
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 19,400
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 19,400
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 10,612
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax10,612 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 addressN/A
14
The books are in care ofTHE ORGANIZATION CO THE TREASURER Telephone no. (804) 363-7772

Located atPO BOX 1320RICHMONDVA ZIP+4232181320
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
 
 
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
JOHN WALKER PRESIDENT
5.00 		0 0 0
PO BOX 1320
RICHMOND,VA23218
YVONNE BRANDON VICE PRESIDENT
1.00 		0 0 0
PO BOX 1320
RICHMOND,VA23218
KELLI P MEADOWS TREASURER
5.00 		0 0 0
PO BOX 1320
RICHMOND,VA23218
DENISE DICKERSON SECRETARY
1.00 		0 0 0
PO BOX 1320
RICHMOND,VA23218
WILLIE J BELL JR DIRECTOR
5.00 		0 0 0
PO BOX 1320
RICHMOND,VA23218
SCOTT NYSTROM DIRECTOR
1.00 		0 0 0
PO BOX 1320
RICHMOND,VA23218
MADISON WOOTTON DIRECTOR
1.00 		0 0 0
PO BOX 1320
RICHMOND,VA23218
CRIT RICHARDSON DIRECTOR
1.00 		0 0 0
PO BOX 1320
RICHMOND,VA23218
ANDREA BROUGHTON DIRECTOR
1.00 		0 0 0
PO BOX 1320
RICHMOND,VA23218
MOLLY CHEEK DIRECTOR
1.00 		0 0 0
PO BOX 1320
RICHMOND,VA23218
SUSAN BROWN DAVIS DIRECTOR
1.00 		0 0 0
PO BOX 1320
RICHMOND,VA23218
JOHN MARTIN DIRECTOR
1.00 		0 0 0
PO BOX 1320
RICHMOND,VA23218
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
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................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
11,778,601
b
Average of monthly cash balances.......................
1b
596,521
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
12,375,122
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
12,375,122
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
185,627
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
12,189,495
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
609,475
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
609,475
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
8,788
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
8,788
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
600,687
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
600,687
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
600,687
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
575,000
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
575,000
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 7 600,687
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 574,089
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021......  
c From 2022......  
d From 2023......  
e From 2024......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 575,000
a Applied to 2024, but not more than line 2a 574,089
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..... 911
e Remaining amount distributed out of corpus 0
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 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 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 .......... 		599,776
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) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 ....  
c Excess from 2023 ....  
d Excess from 2024 ....  
e Excess from 2025 ....  
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 ......
1983-01-27
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

PATH PARTNERSHIPS

321 WALKER DR STE 301
WARRENTON,VA20186 		NONE   GENERAL 1,500

FIRST TEE OF RICHMOND

6736 HUNTINGCREEK DRIVE
RICHMOND,VA23237 		NONE   GENERAL 40,000

CHESTERFIELD CIS

1808 COYOTE DRIVE SUITE 100
CHESTER,VA23836 		NONE   GENERAL 40,000

ST JOSEPHS VILLA

8000 BROOK ROAD
RICHMOND,VA23227 		NONE   GENERAL 53,500

PARTNERSHIP FOR FUTURE

4600 COX ROAD SUITE 375
GLEN ALLEN,VA23060 		NONE   GENERAL 50,000

ELK HILL FARM

1975 ELK HILL ROAD
GOOCHLAND,VA23063 		NONE   GENERAL 65,000

YWCA

2 WEST FRANKLIN STREET
RICHMOND,VA23220 		NONE   GENERAL 65,000

BOYS & GIRLS CLUB

1275 PEACHTREE ST NE
ATLANTA,GA30309 		NONE   GENERAL 65,000

HIGHER ACHIEVEMENTRICHMOND

100 EVERETT ST SUITE 4
RICHMOND,VA23224 		NONE   GENERAL 50,000

CHILDSAVERS

200 N 22ND ST
RICHMOND,VA23223 		NONE   GENERAL 65,000

GRANT FIT FOR KIDS

PO BOX 6510
RICHMOND,VA23230 		NONE   GENERAL 40,000

FIRST CHESAPEAKE

1996 HAWK BLVD
CHESAPEAKE,VA23322 		NONE   GENERAL 40,000
Total ................................. 3a 575,000
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 ....     14 279,722  
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 ............ 		    18 472,525  
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) .. 0 752,247 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
752,247
(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 AccountingFeesSchedule
Name:
BROOKFIELD INC
 
C/O JOHN WALKER - WILLIAMS MULLEN
EIN:
54-0638415
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING EXPENSES 5,706 5,706   0

TY 2025 InvestmentsCorpBondsSchedule
Name:
BROOKFIELD INC
 
C/O JOHN WALKER - WILLIAMS MULLEN
EIN:
54-0638415
Name of Bond End of Year Book Value End of Year Fair Market Value
CORPORATE BONDS 2,571,080 2,571,080

TY 2025 InvestmentsCorpStockSchedule
Name:
BROOKFIELD INC
 
C/O JOHN WALKER - WILLIAMS MULLEN
EIN:
54-0638415
Name of Stock End of Year Book Value End of Year Fair Market Value
CORPORATE STOCK 9,436,534 9,436,534

TY 2025 OtherExpensesSchedule
Name:
BROOKFIELD INC
 
C/O JOHN WALKER - WILLIAMS MULLEN
EIN:
54-0638415
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CONTRACT GRANT AND ADMIN 50,066 50,066   0
BANK CHARGES 35 35   0


TY 2025 OtherIncreasesSchedule
Name:
BROOKFIELD INC
 
C/O JOHN WALKER - WILLIAMS MULLEN
EIN:
54-0638415
Description Amount
UNREALIZED GAIN/(LOSS) ON INVESTMENTS 341,601


TY 2025 OtherLiabilitiesSchedule
Name:
BROOKFIELD INC
 
C/O JOHN WALKER - WILLIAMS MULLEN
EIN:
54-0638415
Description Beginning of Year - Book Value End of Year - Book Value
TRADES NOT SETTLED 105,849 0


TY 2025 OtherProfessionalFeesSchedule
Name:
BROOKFIELD INC
 
C/O JOHN WALKER - WILLIAMS MULLEN
EIN:
54-0638415
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 58,172 58,172   0


TY 2025 TaxesSchedule
Name:
BROOKFIELD INC
 
C/O JOHN WALKER - WILLIAMS MULLEN
EIN:
54-0638415
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES PAID 6,050 6,050   0
EXCISE TAXES 32,362 0   0