2024-11-15T12:32:15-06:00 2023-12-31 540721706 BRYAN BROTHERS INC 1802 BAYBERRY CT SUITE 401 RICHMOND VA 232263773 990PF 2023-01-01 541397827 THE BEIRNE CARTER FOUNDATION BEIR 8045210272 1802 BAYBERRY COURT SUITE 401 RICHMOND VA 23226 TALFOURD KEMPER SECRETARY/TREASURER 8042852104 2024-11-12 1 0 TRACI R KUBE P00735726 8042857700 2023 2024-10-15 13:58:12Z X 31694555 X X 16686 16686 650427 650065 1020434 2865922 1020434 55721 55721 1743268 1742906 28000 2800 25200 52500 0 52500 12720 6360 6360 74000 74000 0 39399 39399 0 55474 31311 0 27150 0 0 257880 249174 2419 547123 403044 86479 1600000 1600000 2147123 403044 1686479 -403855 1339862 446670 955130 955130 1551 24703299 23801618 30722010 22832 5417 17415 17415 17415 25168935 24774163 31694555 1033 1033 1033 1033 X 25167902 24773130 0 0 0 0 25167902 24773130 25168935 24774163 25167902 -403855 9312 24773359 229 24773130 TIFF PARTNERS V-INTERNATIONSL LLC P 2023-12-31 3728 -3728 -3728 VANGUARD INDEX FUND ADM 2022-11-07 2023-11-29 500000 491369 8631 8631 VANGUARD GLOBAL EQUITY FUND 2023-03-15 300000 281247 18753 18753 VANGUARD GLOBAL EQUITY FUND 2023-06-29 200000 167280 32720 32720 VANGUARD GLOBAL EQUITY FUND 2016-11-10 2023-11-29 500000 414833 85167 85167 STCG FROM PASS-THRU INVESTMENTS 2023-12-31 133097 133097 133097 LTCG FROM PASS-THRU INVESTMENTS 2023-12-31 567288 567288 567288 WIND POINT PARTNERS IX-A LP P 2020-05-08 2023-12-31 665537 485292 180245 180245 SEC 1231 PAL ADJUSTMENT P 2023-12-31 1739 -1739 -1739 1020434 18624 0 18624 0 18624 35028 0 0 0 35028 0 16404 16404 0 0 0 0 0 0 0 0 0 0 0 1 1 VA 1 0 0 0 0 1 WWW.BCARTERFDN.ORG BRYAN BROTHERS INC 8042857700 1802 BAYBERRY COURT SUITE 401 RICHMOND VA 23226 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ROSSIE CARTER HUTCHESON 1802 BAYBERRY COURT SUITE 401 RICHMOND VA 23226 PRESIDENT 5.00 12000 0 0 TALFOURD H KEMPER ESQ 10 S JEFFERSON ST SUITE 1800 ROANOKE VA 240384125 SECRETARY/TREASURER 1.00 8000 0 0 KENNETH C LAUGHON PO BOX 8937 ROANOKE VA 24014 VICE PRESIDENT 1.00 8000 0 0 PETER TOMS 1802 BAYBERRY CT SUITE 401 RICHMOND VA 23226 GRANT ADMINISTRATOR 20.00 52500 0 0 0 MANGHAM ASSOCIATES INC 630 PETER JEFFERSON PKWY SUITE 250 CHARLOTTESVILLE VA 22911 INVESTMENT MANAGEMENT 74000 0 0 8437679 577292 23054935 32069906 0 0 32069906 481049 31588857 1579443 1579443 18624 18624 1560819 0 1560819 0 1560819 1686479 0 1686479 1560819 1526542 2021 158020 0 1686479 1526542 158020 0 1917 0 0 0 0 0 0 0 0 1558902 0 0 0 SEE BCARTERFDNORG 1802 BAYBERRY CT SUITE 401 RICHMOND VA 23226 8042852124 BCARTERFN@AOL.COM NO SPECIFIC FORM NO SUBMISSION DEADLINES NO 500 YEAR FOREST FOUNDATION PO BOX 1272 CHARLOTTESVILLE VA 22902 NONE PC GENERAL PURPOSES 10000 ANNA JULIA COOPER EPISCOPAL SCHOOL 2124 N 29TH STREET RICHMOND VA 23223 NONE PC GENERAL PURPOSES 10000 ARMSTRONG LEADERSHIP PROGRAM ARMSTRONG HIGH SCHOOL 2209 E GRACE STREET RICHMOND VA 23223 NONE PC LEADERSHIP PROGRAM 10000 BEIRNE B CARTER CENTER FOR IMMUNOLOGY RESEARCH PO BOX 801386 CHARLOTTESVILLE VA 22908 NONE PC PURCHASE NEW TECHNOLOGY, SUPPORT FACULTY, ASSIST WITH LOSS OF FUNDING 100000 BLUE RIDGE PBS 1215 MCNEIL DR SW ROANOKE VA 24015 NONE PC GENERAL PURPOSES 10000 BOYS AND GIRLS CLUBS OF METRO RICHMOND 2409 BAINBRIDGE STREET RICHMOND VA 23225 NONE PC CAPITAL CAMPAIGN 10000 CARILION CLINIC 1 RIVERSIDE CIRCLE ROANOKE VA 24016 NONE PC GENERAL PURPOSES 550000 COWPASTURE RIVER PRESERVATION ASSOC PO BOX 215 MILLBORO VA 24460 NONE PC GENERAL PURPOSES 5000 CROSSOVER HEALTHCARE MINISTRY 108 COWARDIN RICHMOND VA 23224 NONE PC GENERAL PURPOSES 10000 EAGLE RIVER WATERSHED COUNCIL PO BOX 1477 GYPSUM CO 81637 NONE PC GENERAL PURPOSES 5000 EPISCOPAL HIGH SCHOOL 122 N QUAKER LANE ALEXANDRIA VA 22302 NONE PC GENERAL PURPOSES 255000 FRIENDS OF JAMES RIVER PARK 22ND ST AND RIVERSIDE DRIVE RICHMOND VA 23223 NONE PC CARILLON WOODS RESTORATION 5000 GOOD SAMARITAN HOSPICE INC 2408 ELECTRIC ROAD ROANOKE VA 24018 NONE PC GENERAL PURPOSES 50000 JAMES RIVER ASSOCIATION 4833 OLD MAIN STREET RICHMOND VA 23231 NONE PC NEW EDUCATION CENTER 5000 LEAP (ROANOKE VA) PO BOX 3249 ROANOKE VA 24015 NONE PC GENERAL PURPOSES 5000 MCV FOUNDATION 1228 EAST BROAD ST BOX 980234 RICHMOND VA 23298 NONE PC GENERAL PURPOSES 10000 NORTH CROSS SCHOOL 4254 COLONIAL AVENUE ROANOKE VA 24018 NONE PC CAPITAL CAMPAIGN 110000 NORTHSTAR ACADEMY 8055 SHRADER ROAD RICHMOND VA 23294 NONE PC SUPPORT CAREER PLACEMENT PROGARM 100000 ORANGE COUNTY FREE CLINIC 13296 JAMES MADISON HWY ORANGE VA 22960 NONE PC ASSIST IN FUNDING THE SALARY OF NURSE PRACTITIONER 5000 PRESBYTERIAN COMMUNITY CENTER 1228 JAMISON AVE SE ROANOKE VA 24013 NONE PC GENERAL PURPOSES 5000 RESTORATION HOUSING 1116 MAIN STREET SUITE B ROANOKE VA 24015 NONE PC HOUSE RESTORATION 5000 ROANOKE AREA MINISTRIES 824 CAMPBELL AVE SW ROANOKE VA 24016 NONE PC GENERAL PURPOSES 10000 SECOND PRESBYTERIAN CHURCH 5 NORTH FIFTH STREET RICHMOND VA 23219 NONE PC GENERAL PURPOSES 50000 SHALOM FARMS 1313 WESTWOOD AVE RICHMOND VA 23227 NONE PC GENERAL PURPOSES 30000 SHIRLEY PLANTATION FOUNDATION 501 SHIRLEY PLANTATION RD CHARLES CITY VA 23030 NONE PC TO DEVELOP AND IMPLEMENT A NEW WEB SITE 5000 SOUTHERN ENVIRONMENTAL LAW CENTER 10 10TH ST NW 1050 ATLANTA GA 30309 NONE PC VIRGINIA PROGRAMMATIC PROJECTS 10000 ST CATHERINE'S SCHOOL 6001 GROVE AVENUE RICHMOND VA 23226 NONE PC GENERAL PURPOSES 10000 ST CHRISTOPHER'S SCHOOL 711 ST CHRISTOPHERS ROAD RICHMOND VA 23226 NONE PC GENERAL PURPOSES 10000 ST JOHN'S EPISCOPAL CHURCH FOUNDATION 2401 E BROAD ST RICHMOND VA 23223 NONE PC GENERAL PURPOSES 50000 SUSTAINABLE NANTUCKET 14 FEDERAL STREET 2ND FLOOR PO BOX 1244 NANTUCKET MA 02554 NONE PC GENERAL PURPOSES 15000 TAUBMAN MUSEUM OF ART 110 SALEM AVE SE ROANOKE VA 24011 NONE PC REPAIR AND UPDATE IT SYSTEMS IN THE MUSEUM 5000 UNIVERSITY OF VIRGINIA PO BOX 400801 CHARLOTTESVILLE VA 22904 NONE PC RECTOR & VISITOR CENTER 100000 VAIL HEALTH FOUNDATION PO BOX 1529 VAIL CO 81658 NONE PC GENERAL PURPOSES 10000 VAIL VALLEY HABITAT FOR HUMANITY PO BOX 4149 AVON CO 81620 NONE PC GENERAL PURPOSES 5000 VALLEY CONSERVATION COUNCIL 11 N CENTRAL AVE SUITE 19 STAUNTON VA 24401 NONE PC GENERAL PURPOSES 5000 VIRGINIA LEAGUE FOR PLANNED PARENTHOOD 201 N HAMILTON STREET RICHMOND VA 23221 NONE PC GENERAL PURPOSES 5000 VPM 23 SESAME STREET RICHMOND VA 23235 NONE PC GENERAL PURPOSES 5000 1600000 0 14 16686 14 650427 14 55721 18 1020434 0 1743268 0 1743268 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 5500 2750 2750 TAX PREPARATION FEE 5970 2985 2985 FINANCIAL STATEMENT PREP 1250 625 625 PURSUANT TO IRC SEC 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF UNDISTRIBUTED INCOME OF $158,020 FROM THE TAX YEAR ENDING DECEMBER 31, 2021. DISCLOSURE FOR FORMS 8621 - MA REAL ASSETS FUND 2 LP FORM 990-PF THE TAXPAYER HAS INVESTED IN THE PASS-THRU LIMITED PARTNERSHIP, MA REAL ASSETS FUND 2, LP, FIN 27-4481994. PER THE FORM K-1 RECEIVED FROM MA REAL ASSETS FUND 2, THEY HOLD INVESTMENTS IN CERTAIN COMPANIES THAT ARE LIKELY TO BE CONSIDERED AS PASSIVE FOREIGN INVESTMENT COMPANIES ("PFIC") AND FILED FORMS 8621. MA REAL ASSETS FUND 2, LP, HAS STATED THAT ALL INCOME AS REPORTED ON THE FORMS 8621 HAVE BEEN INCLUDED ON THE 2021 SCHEDULE K-1 ON LINE 8, 9 OR 11. THIS INCOME HAS ALL BEEN REPORTED BY THE TAXPAYER ON FORM 990-PF. TREASURY REG SEC 1.987-1(B)(1)II) ELECTION FORM 990-PF TAXPAYER IS MAKING THE ELECTION UNDER TREASURY REG. SECTION 1.987-1(B)(1)(II) TO APPLY THE DE MINIMIS RULE FOR PURPOSES OF COMPUTING ANY GAINS AND/OR LOSSES RELATED TO ITS SECTION 987 QUALIFIED BUSINESS UNIT (QBU) AS A RESULT OF ITS INDIRECT INTEREST IN GB DEUTSCHLAND FUND GMBH & CO KG THRU TIFF SECONDARY PARTNERS II LLC, FIN 26-3685280. TREASURY REG SEC 1.987-1(B)(1)II) ELECTION FORM 990-PF TAXPAYER IS MAKING THE ELECTION UNDER TREASURY REG. SECTION 1.987-1(B)(1)(II) TO APPLY THE DE MINIMIS RULE FOR PURPOSES OF COMPUTING ANY GAINS AND/OR LOSSES RELATED TO ITS SECTION 987 QUALIFIED BUSINESS UNIT (QBU) AS A RESULT OF ITS INDIRECT INTEREST IN SOVEREIGN CAPITAL LP THRU TIFF PARTNERS V-INTERNATIOANL LLC, FIN 56-2384596. COHEN & STEERS GLOBAL INFRASTRUCTURE I AT COST 1096982 1064146 VANGUARD 500 INDEX FUND AT COST 1167595 1940378 VANGUARD GLOBAL EQUITY FUND AT COST 2502359 2777055 VANGUARD SHORT TERM BOND INDEX FUND AT COST 989843 952984 VANGUARD TOTAL BOND MARKET INDEX AT COST 360272 320502 ALPINVEST CO-INV FUND VIII AT COST 863667 974360 DRUM SPECIAL SITUATION PARTNERS AT COST 323944 498139 GRYPHON PARTNERS V-A AT COST 410998 671940 GRYPHON PARTNERS VI-A AT COST 514982 652527 HUDSON VALLEY PRESERVATION FUND II AT COST 286448 508669 IRONSIDES OFFSHORES CO-INV FD VI AT COST 710667 802127 IRONSIDES OFFSHORES DIR INV FD V AT COST 400574 887832 KCB REAL ESTATE FUND VII AT COST 183076 722827 LLR EQUITY PARTNERS VI AT COST 515171 616701 MA ENDOWMENT PARTNERS LP AT COST 6202301 9811906 MA REAL ASSETS FUND II AT COST 240103 331852 MA RESOURCES FUND 1 LP AT COST 120093 7916 PARTNERS GROUP PRIVATE EQUITY II AT COST 1256815 1539486 PROPERTY HOLDINGS IV AT COST 1000292 455479 STAR MOUNTAIN DIVERSIFIED CREDIT FD III AT COST 194743 280765 STAR MOUNTAIN DIVERSIFIED SMALL BUSINESS ACCESS FUND AT COST 103131 311921 TIFF PARTNERS V - US AT COST 10813 5071 TIFF SECONDARY PARTNERS II LLC AT COST 90148 25588 TRG FORESTRY FUND 8 AT COST 3676 4161 WELLINGTON TRUST CO AT COST 1657650 1944109 COLCHESTER GLOBAL BOND LOW DUARTION FUND AT COST 383536 383105 VANGUARD VALUE INDEX FUND AT COST 958325 1026407 GEF US CLIMATE SOLUTIONS AT COST 236112 268900 MA REAL ASSETS FUND II - PFIC DEEMED GAIN ON DISPOSITIONS (2021) AT COST 1991 0 STATE STREET REAL ASSET NL CTF AT COST 1015311 935157 OFFICE FURNITURE FOR M FRAZIER (OH JONES INTERIORS) 446 0 446 LEASEHOLD IMPROVEMENTS 16969 0 16969 LATERAL FILE CABINET 1496 1496 0 DBL PEDESTAL DESK FOR PETER TOMS 1711 1711 0 STORAGE CABINET FOR PETER TOMS (MATCHES DESK) 817 817 0 CREDENZA FOR PETER TOMS 1393 1393 0 CONTRIBUTIONS FROM PASS-THRU ENTITIES 229 BANK WIRE FEES 819 819 0 INSURANCE (WORKERS COMP & BUS OWNERS) 5353 0 0 MISCELLANEOUS EXPENSE 193 0 0 OFFICE EXPENSE 1214 0 607 NET LOSS FROM PASSTHROUGH ENTITIES, NET OF PAL LIMITATION 247166 247166 0 POSTAGE & SHIPPING 268 0 134 TELEPHONE & INTERNET 2377 1189 1188 WEBSITE/DATABASE/COMPUTER EXPENSE 490 0 490 FROM PASS-THRU'S - SEC 751(A) INCOME 55721 55721 55721 PASSIVE ACTIVTY LOSS LIMITATION 7573 SEC 1231 PASSIVE LOSS LIMITATION 1739 PAYROLL TAXES 1033 1033 INVESTMENT MANAGEMENT FEES 74000 74000 0 PERSONAL PROPERTY TAX 122 0 0 STATE REGISTRATION 25 0 0 PAYROLL TAXES 4016 0 0 FOREIGN TAXES W/H BY PASS-THRU ENTITIES 31311 31311 0 FORM 990PF, FORM 990T & VA CORPORATE TAX, NET 20000 0 0