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0 8000 0 4227 4227 0 0 0 0 0 0 0 0 0 0 0 1 1 CA CT FL GA IL MD MA NH NJ NY NC PA SC TN VA WA 1 0 0 0 0 1 WWW.BRWJRFOUNDATION.ORG CAROLINE C WILLIAMSON PRESIDENT 6464437864 C/O CHILTON PRIVATE CLIENTS 300 PARK AVE NY NY 100227407 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CAROLINE C WILLIAMSON C/O CHILTON INVESTMENT CO 300 PARK AVENUE NEW YORK NY 100227407 DIRECTOR, PRESIDENT, TREASURER 17.50 0 0 0 RICHARD L CHILTON JR C/O CHILTON INVESTMENT CO 300 PARK AVENUE NEW YORK NY 100227407 DIRECTOR, SENIOR VICE PRESIDENT 0.10 0 0 0 ANN COLLEY C/O CHILTON INVESTMENT CO 300 PARK AVENUE NEW YORK NY 100227407 DIRECTOR 0.10 0 0 0 JAMES CHAPPELLE HILL III C/O CHILTON INVESTMENT CO 300 PARK AVENUE NEW YORK NY 100227407 DIRECTOR 0.10 0 0 0 CHARLES AYCOCK MCLENDON JR C/O CHILTON INVESTMENT CO 300 PARK AVENUE NEW YORK NY 100227407 DIRECTOR 0.10 0 0 0 ALEXANDER TUCKER ROBERTSON C/O CHILTON INVESTMENT CO 300 PARK AVENUE NEW YORK NY 100227407 DIRECTOR 0.10 0 0 0 CAROLINE COSTNER WILLIAMSON C/O CHILTON INVESTMENT CO 300 PARK AVENUE NEW YORK NY 100227407 DIRECTOR 0.10 0 0 0 BENJAMIN ROBERT WILLIAMSON III C/O CHILTON INVESTMENT CO 300 PARK AVENUE NEW YORK NY 100227407 DIRECTOR 0.10 0 0 0 ALLISON OVERGAARD C/O CHILTON INVESTMENT CO 300 PARK AVENUE NEW YORK NY 100227407 SECRETARY 0.10 0 0 0 NONE 0 NONE 0 0 2318815 194555 0 2513370 0 0 2513370 37701 2475669 123783 123783 3773 3773 120010 0 120010 0 120010 501368 0 501368 120010 0 0 281542 294864 393570 351872 303440 1625288 501368 0 0 0 120010 381358 0 0 2006646 0 0 0 0 0 55000 226542 1725104 294864 393570 351872 303440 381358 CAROLINE C WILLIAMSON ANN COLLEY CHARLES AYCOCK MCLENDON JR ALEXANDER TUCKER ROBERTSON X BOYS CLUB OF NEW YORK 91 5TH AVE 7TH FLOOR NEW YORK NY 10003 N/A PC GENERAL OPERATING SUPPORT 33333 BOYS CLUB OF WAKE COUNTY 701 N RALEIGH BOULEVARD RALEIGH NC 276101692 N/A PC GENERAL OPERATING SUPPORT 15000 CHILDREN'S VILLAGE ONE ECHO HILLS DOBBS FERRY NY 105223600 N/A PC GENERAL OPERATING SUPPORT 35000 CONNECTIONS MENTOR INC 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ATLANTA GA 30342 5200 X 13 JULIAN R WILLIAMSON 2200 WHITE OAK ROAD RALEIGH NC 27608 5059 X 14 JULIAN S ROBERTSON 150 CENTRAL PARK SOUTH NEW YORK NY 10019 10080 X 15 MINALIE CHEN HSIEH 200 EAST 83RD STREET APT 34A NEW YORK NY 10028 5000 X 16 RICHARD B PAYNE JR 2109 PRINCETON AVENUE CHARLOTTE NC 28207 7000 X 17 ROSS GOUGH 415 GREENWICH STREET APARTMENT 7F NEW YORK NY 10013 5000 X 18 RUSSELL L JOHNSON 63 BERKELEY STREET APARTMENT 1 BOSTON MA 02116 5000 X 19 THE CHASE AND STEPHANIE COLEMAN FOUNDATION 101 PARK AVENUE NEW YORK NY 10178 10000 X 20 THE CHILTON FOUNDATION 1290 E MAIN ST 1ST FLOOR STAMFORD CT 06902 25000 X 21 THE CHRIS AND CARRIE SHUMWAY FUND PO BOX 1410 GREENWICH CT 06836 10000 X 22 THE MOORE FOUNDATION INC 11 TIMES SQUARE NEW YORK NY 10036 10000 X 23 USI INSURANCE SERVICES LLC 4605 COLUMBUS STREET VIRGINIA BEACH VA 23462 5512 X 24 WILLIAM H WALTON III ONE INDEPENDENT DRIVE SUITE 1600 JACKSONVILLE FL 32202 5000 X 25 WYNDHAM ROBERTSON 205 CEDAR BERRY LANE CHAPEL HILL NC 27517 19000 X 2 BOEING COMPANY (BA) 250.000 SHARES 50635 2025-12-03 2 NVIDIA (NVDA) 100.000 SHARES 17959 2025-12-03 5 REPUBLIC SERVICES, INC. (RSG) 42.000 SHARES 10131 2025-07-11 6 THERMO FISHER SCIENTIFIC INC. (TMO) 24.000 SHARES 9561 2025-06-05 13 SHERWIN-WILLIAMS CO. (SHW) 14.000 SHARES 5059 2025-09-10 FINANCIAL STATEMENT REVIEW AND TAX RETURN PREPARATION 16398 0 15458 FORM 990-PF; PAGE 9; PART XIII; LINE 7 ELECTION TO TREAT UNUSED PRIOR YEARS CORPUS DISTRIBUTIONS AS CURRENT YEAR CORPUS DISTRIBUTIONS.THE FOUNDATION RECEIVED CONTRIBUTIONS FROM NONOPERATING PRIVATE FOUNDATIONS WHICH IT EXPENSED OR REDISTRIBUTED. THE FOUNDATION IS ELECTING TO TREAT THE $55,000 NOT AS A QUALIFYING DISTRIBUTION BUT AS A DISTRIBUTION OUT OF CORPUS.PURSUANT TO IRS REG. 53.4942(A)-3(C)(2)(IV), THE FOUNDATION HEREBY ELECTS TO TREAT, AS A CURRENT CORPUS DISTRIBUTION, THE FOLLOWING UNUSED PRIOR TAX YEARS' DISTRIBUTIONS THAT WERE TREATED AS CORPUS DISTRIBUTIONS UNDER IRS REG. 53.4942(A)-3(D)(1)(III) IN SUCH PRIOR TAX YEARS: TAX YEAR - 2020, AMOUNT - $55,000 AMAZON COM INC COM (AMZN) 227.000 SHARES 52396 52396 AMERICAN EXPRESS CO COM (AXP) 267.000 SHARES 98777 98777 AMPHENOL CORP NEW CL A (APH) 287.000 SHARES 38785 38785 BERKLEY W R CORP COM (WRB) 1,000.000 SHARES 70120 70120 CAPITAL ONE FINL CORP COM (COF) 370.000 89673 89673 CINTAS CORP COM (CTAS) 244.000 SHARES 45889 45889 COSTCO WHOLESALE CORP (COST) 214.000 SHARES 184540 184540 DOMINOS PIZZA INC COM (DPZ) 0.000 SHARES 99620 99620 DOORDASH INC CL A (DASH) 0.000 SHARES 58885 58885 EATON CORPORATION PLC (ETN) 228.000 SHARES 72620 72620 GALLAGHER ARTHUR J & CO COM (AJG) 430.000 SHARES 111280 111280 HOME DEPOT INC COM (HD) 325.000 SHARES 111833 111833 MASTERCARD INC CL A (MA) 170.000 SHARES 97050 97050 META PLATFORMS INC CL A (META) 63.000 SHARES 41586 41586 MICROSOFT CORP COM (MSFT) 334.000 SHARES 161529 161529 PARKER-HANNIFIN CORP COM (PH) 98.000 SHARES 86138 86138 PROGRESSIVE CORP OH COM (PGR) 358.000 SHARES 81524 81524 REPUBLIC SVCS INC COM (RSG) 636.000 SHARES 134787 134787 SHERWIN-WILLIAMS CO COM (SHW) 509.000 SHARES 164931 164931 217981 217981 0 0 ACCRUED INVESTMENT INCOME 72 72 UNREALIZED DEPRECIATION ON INVESTMENTS 61815 DUES AND SUBSCRIPTIONS 1250 0 1250 FILING FEES 1714 0 1714 INFORMATION TECHNOLOGIES 12589 0 11583 OFFICE AND OTHER EXPENSES 132 0 132 OTHER INVESTMENT EXPENSES 681 681 0 SPECIAL EVENTS EXPENSES 44313 0 0 GROSS INCOME FROM SPECIAL FUNDRAISING EVENTS 44313 44313 DEFERRED FEDERAL EXCISE TAX EXPENSE 859 DEFERRED FEDERAL EXCISE TAX 9860 9001 FEDERAL EXCISE TAX 3800 0 0