2025-11-17T13:24:06-06:00 2024-12-31 540721706 BRYAN BROTHERS INC PO BOX 17950 RICHMOND VA 23226 990PF 2024-01-01 541397827 THE BEIRNE CARTER FOUNDATION BEIR 8045210272 PO BOX 17950 RICHMOND VA 23226 ROSSIE C HUTCHESON PRESIDENT 8042852104 2025-11-17 1 0 X TRACI R KUBE P00735726 8042857700 2024 2025-03-06 01:10:19Z X X 33888049 X X 23921 23921 660302 660302 5932275 9076063 5932275 16977 16977 6633475 6633475 28000 2800 25200 55750 0 55750 1192 596 596 14797 7399 7398 81542 81542 0 14931 14931 0 37102 28736 4227 27216 0 0 231078 220643 3495 491608 356647 96666 1485500 1485500 1977108 356647 1582166 4656367 6276828 24231 24231 955130 790486 790486 23801618 28612738 33055917 22832 5417 17415 17415 17415 24774163 29444870 33888049 1033 1126 1033 1126 X 24773130 29443744 0 0 0 0 24773130 29443744 24774163 29444870 24773130 4656367 37414 29466911 23167 29443744 UMB BANK NA - WINDPOINT PTRS REDEMPTION 12/31/23 P 2020-05-08 2024-01-05 665537 665537 0 0 COLCHESTER GLOBAL LOW DURATION BOND FD P 2022-06-24 2024-04-15 366850 366852 -2 -2 COHEN & STEERS P 2021-04-12 2024-10-04 1263422 1112093 151329 151329 VANGUARD ST BOND INDEX ADM 41,041.041SH P 2024-04-08 410000 432392 -22392 -22392 VANGUARD ST BOND INDEX ADM 4,004.004SH P 2018-10-03 2024-04-08 40000 42185 -2185 -2185 VANGUARD ST BOND INDEX ADM 10,010.01SH P 2024-04-08 100000 105462 -5462 -5462 ST CAPITAL GAINS FROM PASS-THRUS P 2024-12-31 347380 347380 347380 LT CAPITAL GAINS FROM PASS-THRUS NET OF PAL LIMITATION P 2024-12-31 5778210 5778210 5778210 MA ENDOWMENT PARTNERS LP P 2024-11-06 305703 -305703 -305703 TIFF SECONDARY PARTNERS II LLC P 2024-12-31 64655 -64655 -64655 MA RESOURCES LP P 2024-06-30 48909 -48909 -48909 CAPITAL GAINS DIVIDENDS P 104664 104664 104664 5932275 87248 0 87248 0 87248 20404 0 18000 0 38404 0 48844 0 0 0 0 0 0 0 0 1 1 0 1 1 VA 1 0 0 0 0 1 WWW.BCARTERFDN.ORG BRYAN BROTHERS INC 8042857700 920 LIBBIE AVENUE 103 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 920 LIBBIE AVE SUITE 103 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 920 LIBBIE AVE SUITE 103 RICHMOND VA 23226 GRANT ADMINISTRATOR 20.00 55750 0 0 0 HERITAGE WEALTH ADVISORS 919 EAST MAIN STREET SUITE 950 RICHMOND VA 23219 INVESTMENT MANAGEMENT 81542 0 0 10991816 1358540 20579286 32929642 0 0 32929642 493945 32435697 1621785 1621785 87248 87248 1534537 0 1534537 0 1534537 1582166 0 1582166 1534537 1558902 0 0 1582166 1558902 0 0 23264 0 0 0 0 0 0 0 0 1511273 0 0 0 SEE BCARTERFDNORG 920 LIBBIE AVE SUITE 103 PO BOX 17950 RICHMOND VA 23226 8042852124 BCARTERFN@AOL.COM NO SPECIFIC FORM NO SUBMISSION DEADLINES NO 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 CARTER CENTER FOR IMMUNOLOGY RESEARCH PO BOX 801386 CHARLOTTESVILLE VA 22908 NONE PC PURCHASE NEW TECHNOLOGY, SUPPORT FACULTY, ASSIST WITH LOSS OF FUNDING 50000 BETTY FORD ALPINE GARDENS 522 S FRONTAGE RD E VAIL CO 81657 NONE PC GENERAL PURPOSES 3000 BLUE RIDGE LAND CONSERVANCY 722 1ST ST SW SUITE L ROANOKE VA 24016 NONE PC MEMORIAL GIFT 5000 BLUE RIDGE PBS 1215 MCNEIL DR SW ROANOKE VA 24015 NONE PC GENERAL PURPOSES 5000 BOYS AND GIRLS CLUBS OF METRO RICHMOND 2409 BAINBRIDGE STREET RICHMOND VA 23225 NONE PC CAPITAL CAMPAIGN 10000 CHILDREN'S MUSEUM OF RICHMOND 2626 W BROAD STREET RICHMOND VA 23220 NONE PC GENERAL PURPOSES 250000 COWPASTURE RIVER PRESERVATION ASSOC PO BOX 215 MILLBORO VA 24460 NONE PC GENERAL PURPOSES 5000 EPISCOPAL HIGH SCHOOL 122 N QUAKER LANE ALEXANDRIA VA 22302 NONE PC GENERAL PURPOSES 5000 FRIENDS OF JAMES RIVER PARK 22ND ST AND RIVERSIDE DRIVE RICHMOND VA 23223 NONE PC CARILLON WOODS RESTORATION 55000 GARDEN CLUB OF AMERICA 14 EAST 60TH ST 3RD FLOOR NEW YORK NY 10022 NONE PC GENERAL PURPOSES 2500 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 LEWIS GINTER BOTANICAL GARDEN 1800 LAKESIDE AVE RICHMOND VA 23228 NONE PC SPLENDOR UNDER GLASS 150000 MCV FOUNDATION 1228 EAST BROAD ST BOX 980234 RICHMOND VA 23298 NONE PC GENERAL PURPOSES 10000 NATIONAL D-DAY MEMORIAL FOUNDATION 3 OVERLORD CIRCLE BEDFORD VA 24523 NONE PC GENERAL PURPOSES 50000 NATURE CONSERVANCY OF VIRGINIA 4245 NORTH FAIRFAX DRIVE SUITE 100 ARLINGTON VA 22203 NONE PC GENERAL PURPOSES 250000 NORTH CROSS SCHOOL 4254 COLONIAL AVENUE ROANOKE VA 24018 NONE PC CAPITAL CAMPAIGN 10000 ORANGE COUNTY FREE CLINIC 13296 JAMES MADISON HWY ORANGE VA 22960 NONE PC ASSIST IN FUNDING THE SALARY OF NURSE PRACTITIONER 5000 PGA TOUR CHARITIES INC 1 PGA TOUR BOULEVARD PONTE VEDRA BEACH FL 32082 NONE PC MISSION GAIT FOUNDATION 50000 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 105000 ROANOKE AREA MINISTRIES 824 CAMPBELL AVE SW ROANOKE VA 24016 NONE PC GENERAL PURPOSES 50000 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 JAMES EPISCOPAL CHURCH 1205 W FRANKLIN STREET RICHMOND VA 23220 NONE PC GENERAL PURPOSES 150000 TANZANIAN CHILDREN'S FUND 14 ALBERTA TERRACE UNIT 1 CAMBRIDGE MA 02140 NONE PC GENERAL PURPOSES 5000 TAUBMAN MUSEUM OF ART 110 SALEM AVE SE ROANOKE VA 24011 NONE PC REPAIR AND UPDATE IT SYSTEMS IN THE MUSEUM 10000 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 VIRGINIA LEAGUE FOR PLANNED PARENTHOOD 201 N HAMILTON STREET RICHMOND VA 23221 NONE PC GENERAL PURPOSES 5000 VIRGINIA MUSEUM OF HISTORY & CULTURE 428 N ARTHUR ASHE BOULEVARD RICHMOND VA 23220 NONE PC GENERAL PURPOSES 100000 VPM 23 SESAME STREET RICHMOND VA 23235 NONE PC GENERAL PURPOSES 5000 WALKING MOUNTAINS SCIENCE CENTER 318 WALKING MOUNTAINS LANE AVON CO 81620 NONE PC GENERAL PURPOSES 5000 1485500 0 14 23921 14 660302 14 16977 18 5932275 0 6633475 0 6633475 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 6087 3044 3043 TAX PREPARATION FEE 7385 3692 3693 FINANCIAL STATEMENT PREP 1325 663 662 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. ALPINVEST CO-INV FUND VIII AT COST 943859 1119399 DRUM SPECIAL SITUATION PARTNERS AT COST 282793 480604 FIDELITY INVESTMENTS AT COST 5284894 5121794 GEF US CLIMATE SOLUTIONS AT COST 144853 189148 GRYPHON PARTNERS V-A AT COST 362819 548046 GRYPHON PARTNERS VI-A AT COST 493205 549656 HUDSON VALLEY PRESERVATION FUND II AT COST 366298 827317 IRONSIDES OFFSHORES CO-INV FD VI AT COST 649704 791944 IRONSIDES OFFSHORES DIR INV FD V AT COST 231334 741252 KCB REAL ESTATE FUND VII AT COST 160750 729031 LLR EQUITY PARTNERS VI AT COST 551243 671252 MA REAL ASSETS FUND II AT COST 202999 261370 ODIN CASH-OUT VEHICLE-A LP AT COST 29843 29843 PARTNERS GROUP PRIVATE EQUITY II AT COST 1248641 1629684 PROPERTY HOLDINGS IV AT COST 1036576 439085 STAR MOUNTAIN DIVERSIFIED CREDIT FD III AT COST 179938 280059 STAR MOUNTAIN DIVERSIFIED SMALL BUSINESS ACCESS FUND AT COST 46997 280158 STATE STREET REAL ASSET NL CTF AT COST 1052148 968600 TIFF PARTNERS V - US AT COST 9642 4385 TIFF SECONDARY PARTNERS II LLC AT COST 24223 24656 VANGUARD 500 INDEX FUND AT COST 7062376 8256881 VANGUARD GLOBAL EQUITY FUND AT COST 3256136 3781564 VANGUARD SHORT TERM BOND INDEX FUND AT COST 428142 416509 VANGUARD SHORT TERM INFLATION PROT SEC FUND AT COST 421007 425795 VANGUARD SHORT TERM TREASURY INDEX FUND AT COST 428338 431562 VANGUARD TOTAL BOND MARKET INDEX AT COST 474713 427620 VANGUARD VALUE INDEX FUND AT COST 1392583 1617969 WELLINGTON TRUST CO AT COST 1846684 2010734 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 LEGAL EXPENSE 1192 596 596 CONTRIBUTIONS FROM PASS-THRU ENTITIES 223 PASSIVE ACTIVTY LOSS LIMITATION 22944 BANK WIRE FEES 1632 1632 0 FOUNDATION EXPENSE 833 0 833 FURNITURE & EQUIPMENT 163 82 0 INSURANCE (WORKERS COMP & BUS OWNERS) 5785 0 0 MISCELLANEOUS EXPENSE 199 0 0 NET LOSS FROM PASSTHROUGH ENTITIES, NET OF PAL LIMITATION 216303 216303 0 OFFICE EXPENSE 1396 0 698 OTHER PARTNERSHIP EXP 1552 1552 0 PENALTIES & INTEREST 41 0 0 POSTAGE & SHIPPING 273 0 137 TELEPHONE & INTERNET 2147 1074 1073 WEBSITE/DATABASE/COMPUTER EXPENSE 754 0 754 OTHER INCOME FROM PASS-THRU'S 16977 16977 16977 SEC 1231 PASSIVE LOSS LIMITATION 29321 FEDERAL EXCISE TAX REFUNDS 8093 PAYROLL TAXES 1033 1126 INVESTMENT MANAGEMENT FEES 81542 81542 0 PERSONAL PROPERTY TAX 114 0 0 STATE REGISTRATION 25 0 0 PAYROLL TAXES 4227 0 4227 FOREIGN TAXES W/H BY PASS-THRU ENTITIES 28640 28640 0 FOREIGN TAXES FROM SECURITY INVESTMENTS 96 96 0 FORM 990PF, FORM 990T & VA CORPORATE TAX 4000 0 0