CLAUDE MOORE CHARITABLE FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: CLAUDE MOORE CHARITABLE FOUNDATION (EIN 52-1558571)
Tax period: 2022-01-01 to 2022-12-31
Filed: 2023-11-15
IRS object ID: 202303199349105175
Schema version: 2022v5.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Accounting Fees Schedule
Compensation Explanation
Contractor Compensation Expln
Depreciation Schedule
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Govt Obligations Sch
Investments Other Schedule2
Land Etc Schedule2
Legal Fees Schedule
Other Assets Schedule
Other Decreases Schedule
Other Expenses Schedule
Other Income Schedule2
Other Liabilities Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-11-15T13:15:14-06:00	ReturnTs
Tax Period End	2022-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	Russell Evans & Thompson PLLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	299 Herndon Parkway Suite 206	AddressLine1Txt
City	Herndon	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	201704467	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2022-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	521558571	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE CLAUDE MOORE CHARITABLE FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
In Care Of	% J HAMILTON LAMBERT	InCareOfNm
Business Name Control	CLAU	BusinessNameControlTxt
Phone	7039341147	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	11350 RANDOM HILLS ROAD SUITE 730	AddressLine1Txt
City	FAIRFAX	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	22030	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	J HAMILTON LAMBERT	PersonNm
Person Title	TRUSTEE	PersonTitleTxt
Phone	7039341147	PhoneNum
Signature	2023-05-03	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	J HAMILTON	PersonFirstNm
Person Last	LAMBERT	PersonLastNm

Field	Value	IRS element (for citing)
SSN	XXX-XX-XXXX	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Anna S Russell	PreparerPersonNm
PTIN	P00851112	PTIN
Phone	7034780320	PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	3	TrustedCustomerCd

Field	Value	IRS element (for citing)
Tax	2022	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$205,761,462	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$0	ContriRcvdRevAndExpnssAmt
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Dividends Rev And Expnss	$3,143,828	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$3,137,778	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$6,381,427	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$49,281,160	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$6,384,845	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$5,080	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$5,080	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$9,530,335	TotalRevAndExpnssAmt
Total Net Invst Incm	$9,527,703	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$833,482	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$561,394	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$272,088	CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss	$1,486,784	OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm	$774,217	OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl	$712,567	OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss	$115,847	PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm	$60,645	PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl	$55,202	PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss	$15,810	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$6,482	LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm	$0	LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl	$9,328	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$123,195	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$52,357	AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm	$0	AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps	$70,838	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$806,926	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$759,386	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$47,540	OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss	$601	InterestRevAndExpnssAmt
Interest Net Invst Incm	$601	InterestNetInvstIncmAmt
Taxes Rev And Expnss	$2,781,528	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$1,970,651	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$500,877	TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss	$21,512	DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm	$21,512	DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss	$174,672	OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm	$71,615	OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl	$103,057	OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss	$42,323	TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm	$17,352	TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl	$24,971	TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss	$935,960	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$187,783	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$748,176	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$7,338,640	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$4,483,995	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$2,544,644	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$9,464,549	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$9,464,549	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$16,803,189	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$4,483,995	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$12,009,193	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$7,272,854	ExcessRevenueOverExpensesAmt
Net Investment Income	$5,043,708	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$6,434,082	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$6,188,035	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$6,188,035	SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY	$0	USGovernmentObligationsBOYAmt
US Government Obligations EOY	$8,862,840	USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV	$8,862,840	USGovtObligationsEOYFMVAmt
Corporate Stock BOY	$87,431,306	CorporateStockBOYAmt
Corporate Stock EOY	$62,595,657	CorporateStockEOYAmt
Corporate Stock EOYFMV	$62,595,657	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$15,526,048	CorporateBondsBOYAmt
Corporate Bonds EOY	$12,786,798	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$12,786,798	CorporateBondsEOYFMVAmt
Invst Land Cost Or Other Basis	$91,553,096	InvstLandCostOrOtherBasisAmt
Land Bldg Investments BOY	$102,000,000	LandBldgInvestmentsBOYAmt
Land Bldg Investments EOY	$91,553,096	LandBldgInvestmentsEOYAmt
Land Bldg Investments EOYFMV	$91,553,096	LandBldgInvestmentsEOYFMVAmt
Other Investments BOY	$28,647,618	OtherInvestmentsBOYAmt
Other Investments EOY	$22,588,202	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$22,588,202	OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss	$498,131	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$207,673	LandBldgEquipAccumDeprecAmt
Land BOY	$418,296	LandBOYAmt
Land EOY	$290,458	LandEOYAmt
Land EOYFMV	$290,458	LandEOYFMVAmt
Other Assets BOY	$213,220	OtherAssetsBOYAmt
Other Assets EOY	$896,376	OtherAssetsEOYAmt
Other Assets EOYFMV	$896,376	OtherAssetsEOYFMVAmt
Total Assets BOY	$240,670,570	TotalAssetsBOYAmt
Total Assets EOY	$205,761,462	TotalAssetsEOYAmt
Total Assets EOYFMV	$205,761,462	TotalAssetsEOYFMVAmt
Other Liabilities BOY	$32,698	OtherLiabilitiesBOYAmt
Other Liabilities EOY	$1,588	OtherLiabilitiesEOYAmt
Total Liabilities BOY	$32,698	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$1,588	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$240,637,103	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$205,759,874	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$240,637,103	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$205,759,874	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$240,669,801	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$205,761,462	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$240,637,103	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$7,272,854	ExcessRevenueOverExpensesAmt
Subtotal	$233,364,249	SubtotalAmt
Other Decreases	$27,604,375	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$205,759,874	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (22 entries)

PropertyPropertyDesc	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	How AcquiredHowAcquiredCd
PUBLICALLY TRADED SECURITIES	$71,989	$77,303	-$5,314	-$5,314
PUBLICALLY TRADED SECURITIES	$1,811,914	$2,292,178	-$480,264	-$480,264
PUBLICALLY TRADED SECURITIES	$1,002,582	$1,096,007	-$93,425	-$93,425
PUBLICALLY TRADED SECURITIES	$8,684,463	$9,034,743	-$350,280	-$350,280
PUBLICALLY TRADED SECURITIES	$237,423	$250,696	-$13,273	-$13,273
PUBLICALLY TRADED SECURITIES	$6,371,247	$5,372,901	$998,346	$998,346
PUBLICALLY TRADED SECURITIES	$1,993,820	$1,977,324	$16,496	$16,496
PUBLICALLY TRADED SECURITIES	$5,551,524	$6,346,967	-$795,443	-$795,443
PUBLICALLY TRADED SECURITIES	$8,101,946	$7,693,211	$408,735	$408,735
PUBLICALLY TRADED SECURITIES	$6,435,191	$4,087,680	$2,347,511	$2,347,511
LAND SALE 20.2169 ACRES	$9,000,000	$4,667,305	$4,332,695	$4,332,695
CAPITAL GAIN DIVIDENDS			$19,061		P
CAPITAL GAIN DIVIDENDS			$19,061		P
CAPITAL GAIN DIVIDENDS			$19,061		P
CAPITAL GAIN DIVIDENDS			$19,061		P
CAPITAL GAIN DIVIDENDS			$19,061		P
CAPITAL GAIN DIVIDENDS			$19,061		P
CAPITAL GAIN DIVIDENDS			$19,061		P
CAPITAL GAIN DIVIDENDS			$19,061		P
CAPITAL GAIN DIVIDENDS			$19,061		P
CAPITAL GAIN DIVIDENDS			$19,061		P
CAPITAL GAIN DIVIDENDS			$19,061		P

Field	Value	IRS element (for citing)
Capital Gain Net Income	$6,384,845	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$70,108	InvestmentIncomeExciseTaxAmt
Subtotal	$70,108	SubtotalAmt
Tax Based On Investment Income	$70,108	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$201,407	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits	$201,407	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$0	EsPenaltyAmt
Overpayment	$131,299	OverpaymentAmt
Applied To ES Tax	$131,299	AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	VA	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	WWW.CLAUDEMOOREFOUNDATION.ORG	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	J HAMILTON LAMBERT	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	7039341147	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	11350 RANDOM HILLS ROAD 730	AddressLine1Txt
City	FAIRFAX	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	22030	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	Yes (true)	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	Yes (true)	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	false	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1Txt	Address Line2USAddress/AddressLine2Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
KAREN SCHAUFELD
11350 RANDOM HILLS ROAD	SUITE 730	FAIRFAX	VA	22030	TRUSTEE	1.0	$55,000	$0	$0
PETER ARNTSON
11350 RANDOM HILLS ROAD	SUITE 730	FAIRFAX	VA	22030	TRUSTEE	1.0	$60,500	$0	$0
J HAMILTON LAMBERT
11350 RANDOM HILLS ROAD	SUITE 730	FAIRFAX	VA	22030	TRUSTEE / EXEC DIR	40.0	$485,944	$12,200	$0
GUY GRAVETT
11350 RANDOM HILLS ROAD	SUITE 730	FAIRFAX	VA	22030	TRUSTEE	12.0	$60,000	$0	$0
RANDOLPH A SUTLIFF
11350 RANDOM HILLS ROAD	SUITE 730	FAIRFAX	VA	22030	TRUSTEE / DEP EXEC DIRECTOR	5.0	$112,038	$221	$0
LUCIUS BRACEY
11350 RANDOM HILLS ROAD	SUITE 730	FAIRFAX	VA	22030	TRUSTEE	1.0	$60,000	$0	$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee BenefitsEmployeeBenefitsAmt
WILLIAM HAZEL
11350 RANDOM HILLS ROAD	FAIRFAX	VA	22030	SR DEP EXEC DIRECTOR	40.0	$348,654	$12,200
JOHN COOK IV
11350 RANDOM HILLS ROAD	FAIRFAX	VA	22030	SR DEP EXEC DIRECTOR	40.0	$198,462	$7,938
JAVIER VEGA
11350 RANDOM HILLS ROAD	FAIRFAX	VA	22030	DIRECTOR ENGINEERING	40.0	$200,000	$6,461
MARC BROWN
11350 RANDOM HLLS ROAD	FAIRFAX	VA	22030	ASST GEN COUNSEL	40.0	$163,817	$6,552
GALE MORGAN
11350 RANDOM HILLS ROAD	FAIRFAX	VA	22030	DIRECTOR OF FINANCE	40.0	$146,830	$5,873

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Service TypeServiceTypeTxt	CompensationCompensationAmt
DELOITTE CONSULTING LLP
7900 TYSONS ONE PLACE	MCLEAN	VA	22102	CONSULTING	$284,536
TRUIST INVESTMENT SERVICES
PO BOX 596	RICHMOND	VA	23286	INVESTMENT ADVISOR	$187,985
DEWBERRY ENGINEERS INC
8401 ARLINGTON BOULEVARD	FAIRFAX	VA	22031	ENGINEERING	$767,377
RAYMOND JAMES
201 LOUDOUN ST SE SUITE 100	LEESBURG	VA	20175	INVESTMENT ADVISOR	$423,130
OAK HILL WEALTH ADVISORS
19415 DEERFIELD AVE SUITE 203	LANDSDOWNE	VA	20176	INVESTMENT ADVISOR	$145,677

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Description1	NONE, THE FOUNDATION MAKES GRANTS TO PUBLIC CHARITIES	Description1Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	DONATION OF EXCESS PHOSPHORUS TO LOUDOUN COUNTY VIRGINIA.	Description1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$112,432,621	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$12,729,088	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$78,562,614	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$203,724,323	TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$203,724,323	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$3,055,865	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$200,668,458	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$10,033,423	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$10,033,423	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$70,108	TaxBasedOnInvestmentIncomeAmt
Total Tax	$70,108	TotalTaxAmt
Distributable Before Adj	$9,963,315	DistributableBeforeAdjAmt
Distributable Before Ded	$9,963,315	DistributableBeforeDedAmt
Distributable As Adjusted	$9,963,315	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$12,009,193	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid	$0	CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test	$0	SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test	$0	SetAsideCashDistriTestAmt
Qualifying Distributions	$12,009,193	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$9,963,315	DistributableAsAdjustedAmt
Undistributed Income PY	$10,465,419	UndistributedIncomePYAmt
Prior Year1	2020	PriorYear1Yr
Prior Year2	2019	PriorYear2Yr
Prior Year3	2018	PriorYear3Yr
Excess Distribution Cyov Yr1	$0	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$12,009,193	QualifyingDistributionsAmt
Applied To Year1	$10,465,419	AppliedToYear1Amt
Applied To Current Year	$1,543,774	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$0	TotalCorpusAmt
Undistributed Income CY	$8,419,541	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$0	ExcessDistriCyovToNextYrAmt
Excess From Current Year	$0	ExcessFromCurrentYearAmt

Field	Value	IRS element (for citing)
Private Operating Foundations		PrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	NON	ContributingManagerNm
Shareholder Manager	NON	ShareholderManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SEE ATTACHMENT 28A	BusinessNameLine1Txt

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 1472	AddressLine1Txt
City	MIDDLEBURG	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	20118	ZIPCd

Field	Value	IRS element (for citing)
Recipient Relationship	NONE	RecipientRelationshipTxt
Recipient Foundation Status	PC	RecipientFoundationStatusTxt
Grant Or Contribution Purpose	SEE ATTACHMENT 28A.	GrantOrContributionPurposeTxt
Amt	$9,464,549	Amt

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$9,464,549	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Field	Value	IRS element (for citing)
Fees Contracts From Govt Ag		FeesContractsFromGovtAgGrp
Membership Dues And Assmnt		MembershipDuesAndAssmntGrp
Int On Sav And Temp Cash Invst		IntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$3,143,828	ExclusionAmt

Field	Value	IRS element (for citing)
Net Rntl Incm Re Debt Fincd Prop		NetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd Prop		NetRntlIncmReNotDebtFincdProp
Net Rental Income Personal Prop		NetRentalIncomePersonalPropGrp
Other Investment Income		OtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$6,381,427	ExclusionAmt

Field	Value	IRS element (for citing)
Net Income Loss From Special Evt		NetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of Invntry		GrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

Field	Value	IRS element (for citing)
Desc	MISCELLANEOUS INCOME	Desc
Exclusion	14	ExclusionCd
Exclusion	$5,080	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$9,530,335	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$9,530,335	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	AUDIT AND TAX SERVICES	CategoryTxt
Amt	$123,195	Amt
Net Investment Income	$52,357	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$70,838	DisbursementsCharitablePrpsAmt

Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp (2 entries)

Short ExplanationShortExplanationTxt
PETER ARNTSON
PETER ARNTSON IS ASSOCIATED WITH THE FIRM OF MCCANDLISH & LILLARD. THE FIRM PROVIDES LEGAL AND CONSULTING SERVICES TO THE FOUNDATION. FEES CHARGED ARE CONSIDERED COMMENSURATE WITH THE SERVICES PROVIDED.
GUY GRAVETT
GUY GRAVETT IS ASSOCIATED WITH THE FIRM OF FARMS & ACREAGE INC. FEES CHARGED ARE CONSIDERED COMMENSURATE WITH THE SERVICES PROVIDED.

Contractor Compensation Expln ContractorCompensationExpln

Contractor Comp Expln ContractorCompExplnGrp (5 entries)

ExplanationExplanationTxt
DELOITTE CONSULTING LLP
FEES CHARGED ARE COMMENSURATE WITH THE SERVICES PROVIDED.
TRUIST INVESTMENT SERVICES
FEES CHARGED ARE COMMENSURATE WITH THE SERVICES PROVIDED.
DEWBERRY ENGINEERS INC
FEES CHARGED ARE COMMENSURATE WITH THE SERVICES PROVIDED. CERTAIN COSTS ARE CAPITALIZED TO LAND.
RAYMOND JAMES
FEES CHARGED ARE COMMENSURATE WITH THE SERVICES PROVIDED.
OAK HILL WEALTH ADVISORS
FEES CHARGED ARE COMMENSURATE WITH THE SERVICES PROVIDED.

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (45 entries)

PropertyPropertyDesc	AcquiredAcquiredDt	Cost Or Other BasisCostOrOtherBasisAmt	Prior Year DepreciationPriorYearDepreciationAmt	Computation MethodComputationMethodTxt	LifeLifeRt	Current Year ExpenseCurrentYearExpenseAmt
FURNITURE	2003-10-09	$12,270	$12,270	SL	7
STORAGE ROOM FILES	2003-09-11	$1,048	$1,048	SL	7
2 DELL 380 COMPUTE	2006-03-17	$4,000	$4,000	SL	5
24 " MONITOR	2006-03-17	$761	$761	SL	5
HP 5550 N PRINTER	2006-03-08	$4,619	$4,619	SL	5
CARPET - STORAGE	2006-02-15	$1,689	$1,689	SL	7
SYS FURN - TITUS	2006-04-28	$11,719	$11,719	SL	7
SHELVING STORAGE	2006-02-16	$713	$713	SL	7
PINFILE # 600	2006-04-28	$2,082	$2,082	SL	7
DATA TABLE	2006-12-31	$1,250	$1,250	SL	7
WEBSITE DESIGN	2008-05-19	$2,625	$2,625	SL	3
OFFICE FURNITURE	2008-01-18	$2,618	$2,618	SL	7
DISH EQUIPMENT	2008-01-21	$1,291	$1,291	SL	5
OFFICE FURNITURE	2008-03-31	$39,135	$39,135	SL	7
DELL PWREDGE 2950	2008-04-09	$13,190	$13,190	SL	5
WEBSITE DESIGN	2008-06-06	$2,625	$2,625	SL	3
MACBK PRO W881146	2008-08-01	$2,799	$2,799	SL	5
DELL E6410 (KATHY)	2010-12-01	$2,650	$2,650	SL	5
DELL E6410 ( GALE)	2010-12-01	$2,650	$2,650	SL	5
IPAD WI-FI 32 GB	2011-04-06	$678	$678	SL	5
IPAD WI-FI 64 GB	2011-04-06	$908	$908	SL	5
SERVER AND WORKSTA	2012-07-20	$7,309	$7,309	SL	5
SERVER	2013-02-01	$5,500	$5,500	SL	5
IPADS (2)	2013-11-22	$1,593	$1,593	SL	5
APPLE LAPTOP	2013-09-23	$735	$735	SL	5
SHELVING	2014-08-12	$7,615	$7,615	SL	7
COMPUTER IMAC	2014-08-01	$1,373	$1,373	SL	5
IPAD WI-FI 16GB	2015-04-29	$653	$653	SL	5
PAVILLION	2015-07-10	$90,407	$15,067	SL	39	$2,318
FENCE	2015-08-24	$26,800	$11,318	SL	15	$1,787
ROAD ENTRANCE	2015-04-10	$24,580	$11,063	SL	15	$1,639
TRAILER	2015-06-19	$79,446	$13,241	SL	39	$0
CUSTOM WEBSITE	2019-06-26	$22,710	$18,925	SL	3	$3,785
SERVER	2019-02-07	$4,688	$2,735	SL	5
11" IPAD PRO	2019-02-08	$3,521	$2,054	SL	5
MACBOOK & PERIPHER	2019-11-01	$11,341	$4,914	SL	5	$2,268
COPIER	2019-11-20	$22,857	$9,523	SL	5	$4,571
OFFICE FURNITURE	2020-01-20	$200,041	$54,773	SL	7	$28,577
9 APPLE MACBOOK PR	2020-03-31	$11,338	$3,969	SL	5	$2,268
VIBE BOARD	2020-05-06	$3,029	$1,010	SL	5	$606
UCAAS IMPLEMENT.	2020-05-11	$9,450	$3,150	SL	5	$1,890
ARCHITECTURAL FEES	2020-01-20	$34,733	$6,657	SL	10	$3,473
CABLING COSTS	2020-01-20	$22,170	$4,249	SL	10	$2,217
CARPET-NEW OFFICE	2020-01-20	$16,132	$4,418	SL	7	$2,305
MACBOOK 16"	2021-03-09	$2,543	$424	SL	5	$509

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
SEE THE ATTACHED INVESTMENT
SUMMARY SCHEDULE	$12,786,798	$12,786,798

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
SEE THE ATTACHED INVESTMENT
SUMMARY SCHEDULE	$62,595,657	$62,595,657

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
US Govt Obligations Book Vl EOY	$8,862,840	USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV	$8,862,840	USGovtObligationsEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (4 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
SEE THE ATTACHED INVESTMENT	FMV
SUMMARY SCHEDULE:	FMV
PREFERRED STOCK	FMV	$8,518,749	$8,518,749
MUTUAL FUNDS	FMV	$14,069,453	$14,069,453

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (45 entries)

Category Or ItemCategoryOrItemTxt	Cost Or Other BasisCostOrOtherBasisAmt	Accumulated DepreciationAccumulatedDepreciationAmt	Book ValueBookValueAmt
FURNITURE
STORAGE ROOM FILES
2 DELL 380 COMPUTE
24 " MONITOR
HP 5550 N PRINTER
CARPET - STORAGE
SYS FURN - TITUS
SHELVING STORAGE
PINFILE # 600
DATA TABLE
WEBSITE DESIGN
OFFICE FURNITURE
DISH EQUIPMENT
OFFICE FURNITURE
DELL PWREDGE 2950
WEBSITE DESIGN
MACBK PRO W881146
DELL E6410 (KATHY)
DELL E6410 ( GALE)
IPAD WI-FI 32 GB
IPAD WI-FI 64 GB
SERVER AND WORKSTA
SERVER
IPADS (2)
APPLE LAPTOP
SHELVING
COMPUTER IMAC
IPAD WI-FI 16GB
PAVILLION	$90,407	$17,385	$73,022
FENCE	$26,800	$13,105	$13,695
ROAD ENTRANCE	$24,580	$12,702	$11,878
TRAILER
CUSTOM WEBSITE	$22,710	$22,710
SERVER
11" IPAD PRO
MACBOOK & PERIPHER	$11,341	$7,182	$4,159
COPIER	$22,857	$14,094	$8,763
OFFICE FURNITURE	$200,041	$83,350	$116,691
9 APPLE MACBOOK PR	$11,338	$6,237	$5,101
VIBE BOARD	$3,029	$1,616	$1,413
UCAAS IMPLEMENT.	$9,450	$5,040	$4,410
ARCHITECTURAL FEES	$34,733	$10,130	$24,603
CABLING COSTS	$22,170	$6,466	$15,704
CARPET-NEW OFFICE	$16,132	$6,723	$9,409
MACBOOK 16"	$2,543	$933	$1,610

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	LEGAL FEES	CategoryTxt
Legal Fees	$15,810	LegalFeesAmt
Net Investment Income	$6,482	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$9,328	DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (4 entries)

DescDesc	BOY Book ValueBOYBookValueAmt	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
DEPOSITS	$16,667	$16,667	$16,667
DUE FROM BROKERS	$24,798	$836,099	$836,099
REIMBURSABLE BONDS	$169,182	$43,610	$43,610
DUE FROM EMPLOYEES	$2,573	$0	$0

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (5 entries)

DescDesc	AmtAmt
ADJUSTMENT TO UNREALIZED LOSS ON LAND	$0
RESULTING FROM ADDITIONAL CAPITALIZED	$0
COSTS	$7,485,700
UNREALIZED LOSS ON INVESTMENTS	$20,052,470
ABANDONED TRAILER USED BY BOYSCOUTS	$66,205

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OFFICE EXPENSE	$142,455	$58,407	$84,048
MEMBERSHIPS & SUBSCRIPTIONS	$12,758	$5,231	$7,527
PAYROLL SERVICE FEES	$10,786	$4,422	$6,364
INSURANCE	$70,126	$28,752	$41,374
PROPERTY MANAGEMENT-BOY SCOUTS	$10,850	$10,850	$0
REAL ESTATE LAND MAINT.	$117,616	$41,165	$76,450
DEPREC, CHARITABLE FURN& EQUIP	$36,701		$36,701
CMS PROGRAM START UP EXPENSE	$467,716		$467,716
TELEPHONE AND INTERNET	$47,052	$19,292	$27,760
MISCELLANEOUS EXPENSES	$400	$164	$236
INVESTMENT EXPENSES	$19,500	$19,500

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	OTHER INCOME	Desc
Revenue And Expenses Per Books	$5,080	RevenueAndExpensesPerBooksAmt
Net Investment Income	$5,080	NetInvestmentIncomeAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDesc	BOY Book ValueBOYBookValueAmt	EOY Book ValueEOYBookValueAmt
PAYROLL WITHHOLDINGS	$12,490	$1,588
INSURANCE REIMBURSEMENT	$20,208

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT ADVISORY FEES	$756,926	$756,926
CONTRACTORS	$44,000		$44,000
ADVISORY COMMITTEE	$6,000	$2,460	$3,540

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
REAL ESTATE TAXES	$2,354,504	$1,898,109	$456,395
PAYROLL TAXES	$108,598	$64,116	$44,482
FOREIGN TAXES	$8,426	$8,426
FEDERAL EXCISE TAX	$310,000