2026-03-31T10:32:07-05:00 2025-12-31 540618213 HANTZMON WIEBEL LLP PO BOX 1408 CHARLOTTESVILLE VA 22902 990PF 2025-01-01 168064401 THE CHARLES FUND INC CHAR 4342938191 250 E HIGH STREET CHARLOTTESVILLE VA 22902 J WALKER RICHMOND III PRESIDENT 4342938191 2026-03-31 1 JENNIFER S DUBOIS P00297741 4342962156 2025 2025-03-06 01:10:19Z X 13204684 X X 7 7 333040 333040 367985 705693 367985 250 0 701282 701032 57650 7930 49720 12252 0 12252 3400 0 3400 30693 30693 0 12060 0 750 7225 374 6851 145 0 0 123425 38997 72973 584000 584000 707425 38997 656973 -6143 662035 22312 20837 20837 8399626 8394958 13183847 8421938 8415795 13204684 0 0 X 8421938 8415795 0 0 0 0 8421938 8415795 8421938 8415795 8421938 -6143 0 8415795 0 8415795 PUBLICLY TRADED SECURITIES P 705693 337708 367985 367985 367985 9202 0 9202 0 9202 8400 0 0 0 8400 0 802 0 0 0 0 0 0 0 0 0 0 1 1 NY VA 1 0 0 0 0 1 N/A THE FOUNDATION 4342938191 250 E HIGH STREET CHARLOTTESVILLE VA 22902 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 J WALKER RICHMOND III 250 E HIGH ST CHARLOTTESVILLE VA 22902 PRESIDENT AND SECRETARY 15.00 39650 0 0 JOSEPH W RICHMOND JR 250 E HIGH ST CHARLOTTESVILLE VA 22902 VICE PRESIDENT AND TREASURER 5.00 2000 0 0 GREGORY CARVER 28 VIA SONRISA ST AUGUSTINE FL 32092 VICE PRESIDENT 1.00 2000 0 0 TIMOTHY ALEXANDER 250 E HIGH ST CHARLOTTESVILLE VA 22902 VICE PRESIDENT 1.00 2000 0 0 BETSY CARVER 250 E HIGH ST CHARLOTTESVILLE VA 22902 DIRECTOR 1.00 2000 0 0 DEBORAH MAGGS 250 E HIGH ST CHARLOTTESVILLE VA 22902 DIRECTOR 1.00 2000 0 0 ANNE M FARNHAM 250 E HIGH ST CHARLOTTESVILLE VA 22902 DIRECTOR 1.00 2000 0 0 JAMES FARNHAM 250 E HIGH ST CHARLOTTESVILLE VA 22902 DIRECTOR 1.00 2000 0 0 SHARI BELANGER 250 E HIGH ST CHARLOTTESVILLE VA 22902 DIRECTOR 1.00 2000 0 0 SARAH RILEY 250 E HIGH ST CHARLOTTESVILLE VA 22902 DIRECTOR 1.00 2000 0 0 NONE 0 NONE 0 THE FOUNDATION HAS NO DIRECT CHARITABLE ACTIVITIES 0 THE FOUNDATION HAS NO PROGRAM-RELATED INVESTMENTS 0 0 12322854 61620 0 12384474 0 0 12384474 185767 12198707 609935 609935 9202 9202 600733 0 600733 0 600733 656973 0 656973 600733 0 0 75283 135243 81025 291551 656973 0 0 0 600733 56240 0 0 347791 0 0 0 0 0 0 75283 272508 135243 81025 56240 J WALKER RICHMOND III 250 E HIGH STREET CHARLOTTESVILLE VA 229025177 4342938191 CONTACT J. WALKER RICHMOND, III NONE NO GRANTS ARE MADE TO INDIVIDUALS OR TO OTHER PRIVATE FOUNDATIONS. ALBEMARLE CHARLOTTESVILLE HISTORICAL SOCIETY 200 2ND ST NE CHARLOTTESVILLE VA 22902 PC GENERAL PURPOSES OF DONEE 6500 ALBEMARLE COUNTY ROTARY CLUB FOUNDATION PO BOX 6075 CHARLOTTESVILLE VA 22906 PC GENERAL PURPOSES OF DONEE 500 ALBEMARLE HOUSING IMPROVEMENT PROGRAM 2127 BERKMAR DR CHARLOTTESVILLE VA 22901 PC GENERAL PURPOSES OF DONEE 200 ALL BLESSINGS FLOW 2335 SEMINOLE LN CHARLOTTESVILLE VA 22901 PC GENERAL PURPOSES OF DONEE 1000 ALLIANCE FOR INTERFAITH MINISTRIES 1025 PARK ST CHARLOTTESVILLE VA 22901 PC GENERAL PURPOSES OF DONEE 250 AMERICAN FRONTIER CULTURAL FOUNDATION 1290 RICHMOND RD STAUNTON VA 24401 PC GENERAL PURPOSES OF DONEE 50000 ARC OF THE PIEDMONT 509 PARK ST CHARLOTTESVILLE VA 22902 PC GENERAL PURPOSES OF DONEE 250 BLUE RIDGE AREA FOOD BANK 96 LAUREL HILL RD VERONA VA 24482 PC GENERAL PURPOSES OF DONEE 1000 BOOK BASKETS 125 CAMERON LN CHARLOTTESVILLE VA 22903 PC GENERAL PURPOSES OF DONEE 500 CAMP HOLIDAY TRAILS 400 HOLIDAY TRAILS LN CHARLOTTESVILLE VA 22903 PC GENERAL PURPOSES OF DONEE 200 CARING FOR CREATURES 352 SANCTUARY LN PALMYRA VA 22963 PC GENERAL PURPOSES OF DONEE 200 CENTER FOR NON PROFIT EXCELLENCE 1701-A ALLIED ST CHARLOTTESVILLE VA 22903 PC GENERAL PURPOSES OF DONEE 200 CENTRAL VIRGINIA WATERCOLOR GUILD 848 SAINT CHARLES AVE CHARLOTTESVILLE VA 22902 PC GENERAL PURPOSES OF DONEE 500 CHARLOTTESVILLE AREA COMMUNITY FOUNDATION PO BOX 1767 CHARLOTTESVILLE VA 22902 PC GENERAL PURPOSES OF DONEE 150 CHARLOTTESVILLE FREE CLINIC 1138 ROSE HILL DR CHARLOTTESVILLE VA 22903 PC GENERAL PURPOSES OF DONEE 500 CHARLOTTESVILLE MUNICIPAL BAND 1119 5TH ST SW CHARLOTTESVILLE VA 22902 PC GENERAL PURPOSES OF DONEE 200 CHARLOTTESVILLE SCHOLARSHIP PROGRAM PO BOX 1221 CHARLOTTESVILLE VA 22902 PC GENERAL PURPOSES OF DONEE 200 CHARLOTTESVILLE-ALBEMARLE RESCUE SQUAD 828 MCINTIRE RD CHARLOTTESVILLE VA 22903 PC GENERAL PURPOSES OF DONEE 500 CHARLOTTESVILLE-ALBEMARLE SPCA 3355 BERKMAR DR CHARLOTTESVILLE VA 22901 PC GENERAL PURPOSES OF DONEE 750 CHILD HEALTH PARTNERSHIP INC 1469 GREENBRIER PL CHARLOTTESVILLE VA 22901 PC GENERAL PURPOSES OF DONEE 20000 CITY OF PROMISE 708 PAGE STREET CHARLOTTESVILLE VA 22905 PC GENERAL PURPOSES OF DONEE 250 COLONIAL WILLIAMSBURG FOUNDATION PO BOX 1776 WILLIAMSBURG VA 23187 PC GENERAL PURPOSES OF DONEE 150 COMPUTERS4KIDS 945 2ND ST SE CHARLOTTESVILLE VA 22902 PC GENERAL PURPOSES OF DONEE 10000 GENESEE COUNTRY VILLAGE & MUSEUM 1410 FLINT HILL RD MUMFORD NY 14511 PC GENERAL PURPOSES OF DONEE 60000 GEORGIAS HEALING HOUSE 911 E JEFFERSON CHARLOTTESVILLE VA 22902 PC GENERAL PURPOSES OF DONEE 500 GIRLS ON THE RUN CENTRAL VIRGINIA 1713 12TH ST LYNCHBURG VA 24501 PC GENERAL PURPOSES OF DONEE 250 GOOD NEWS JAIL AND PRISON MINISTRY PO BOX 9760 HENRICO VA 23228 PC GENERAL PURPOSES OF DONEE 500 HILLSIDE FAMILY OF AGENCIES ONE MUSTARD ST ROCHESTER NY 14609 PC GENERAL PURPOSES OF DONEE 50000 HOSPICE OF THE PIEDMONT 675 PETER JEFFERSON PKWY CHARLOTTESVILLE VA 22911 PC GENERAL PURPOSES OF DONEE 20000 INTERNATIONAL NEIGHBORS 2949 RIGGORY RIDGE RD CHARLOTTESVILLE VA 22911 PC GENERAL PURPOSES OF DONEE 250 INTERNATIONAL RESCUE COMMITTEE 609 E MARKET ST STE 104 CHARLOTTESVILLE VA 22902 PC GENERAL PURPOSES OF DONEE 500 IVY CREEK FOUNDATION PO BOX 956 CHARLOTTESVILLE VA 22902 PC GENERAL PURPOSES OF DONEE 250 JAMESTOWN-YORKTOWN FOUNDATION INC PO BOX 1607 WILLIAMSBURG VA 23187 PC GENERAL PURPOSES OF DONEE 200 JEFFERSON AREA BOARD FOR AGING 674 HILLSDALE DR STE 9 CHARLOTTESVILLE VA 22901 PC GENERAL PURPOSES OF DONEE 30000 JEFFERSON SCHOOL AFRICAN AMERICAN HERITAGE CENTER 233 4TH ST NW 2ND FLOOR CHARLOTTESVILLE VA 22903 PC GENERAL PURPOSES OF DONEE 500 JEFFERSON-MADISON REGIONAL LIBRARY 201 E MARKET ST CHARLOTTESVILLE VA 22902 NC GENERAL PURPOSES OF DONEE 850 LEARNING ALLY 20 ROSZEL RD PRINCETON NJ 08540 PC GENERAL PURPOSES OF DONEE 250 LEGAL AID JUSTICE CENTER 1000 PRESTON AVE SUITE A CHARLOTTESVILLE VA 22903 PC GENERAL PURPOSES OF DONEE 1000 LEWIS AND CLARK EXPLORATORY CENTER 1445 DARDEN TOWE PARK CHARLOTTESVILLE VA 22911 PC GENERAL PURPOSES OF DONEE 15000 LOAVES AND FISHES FOOD PANTRY PO BOX 8001 CHARLOTTESVILLE VA 22906 PC GENERAL PURPOSES OF DONEE 1000 MADISON HOUSE 170 RUGBY RD CHARLOTTESVILLE VA 22903 PC GENERAL PURPOSES OF DONEE 15000 MARTHA JEFFERSON HOSPITAL FOUNDATION 500 MARTHA JEFFERSON DR CHARLOTTESVILLE VA 22911 PC GENERAL PURPOSES OF DONEE 25000 MEALS ON WHEELS 704 ROSE HILL DR CHARLOTTESVILLE VA 22903 PC GENERAL PURPOSES OF DONEE 1000 MILLER CENTER OF PUBLIC AFFAIRS 2201 OLD IVY RD CHARLOTTESVILLE VA 22903 PC GENERAL PURPOSES OF DONEE 500 MONTPELIER FOUNDATION PO BOX 911 ORANGE VA 22960 PC GENERAL PURPOSES OF DONEE 60000 MULTIPLE-SCLEROSIS SOCIETY 1 MORTON DR STE 106 CHARLOTTESVILLE VA 22903 PC GENERAL PURPOSES OF DONEE 250 NATURE CONSERVANCY 490 WESTFIELD RD CHARLOTTESVILLE VA 22901 PC GENERAL PURPOSES OF DONEE 250 PACEM PO BOX 14 CHARLOTTESVILLE VA 22902 PC GENERAL PURPOSES OF DONEE 750 PARAMOUNT THEATER 215 E MAIN ST CHARLOTTESVILLE VA 22902 PC GENERAL PURPOSES OF DONEE 200 PIEDMONT CASA 818 E HIGH ST CHARLOTTESVILLE VA 22902 PC GENERAL PURPOSES OF DONEE 500 PIEDMONT ENVIRONMENTAL COUNCIL 410 E WATER ST STE 700 CHARLOTTESVILLE VA 22902 PC GENERAL PURPOSES OF DONEE 250 PVCC EDUCATIONAL FOUNDATION 501 COLLEGE DR CHARLOTTESVILLE VA 22902 PC GENERAL PURPOSES OF DONEE 500 READYKIDS 1000 E HIGH ST CHARLOTTESVILLE VA 22901 PC GENERAL PURPOSES OF DONEE 500 ROCHESTER MUSEUM AND SCIENCE CENTER 657 EAST AVE ROCHESTER NY 14607 PC GENERAL PURPOSES OF DONEE 65000 ROCKFISH WILDLIFE SANCTUARY PO BOX 3 CHARLOTTESVILLE VA 22902 PC GENERAL PURPOSES OF DONEE 200 SALVATION ARMY 207 RIDGE ST CHARLOTTESVILLE VA 22902 PC GENERAL PURPOSES OF DONEE 500 SANTA FUND 806 E HIGH ST CHARLOTTESVILLE VA 22902 PC GENERAL PURPOSES OF DONEE 200 SARA 335 GREENBRIER DR STE 102 CHARLOTTESVILLE VA 22901 PC GENERAL PURPOSES OF DONEE 250 SENIORNAVIGATOR 7501 BOULDER DR STE 201 NORTH CHESTERFIELD VA 23225 PC GENERAL PURPOSES OF DONEE 200 SERVICE DOGS OF VIRGINIA PO BOX 408 CHARLOTTESVILLE VA 22902 PC GENERAL PURPOSES OF DONEE 750 SHELTER FOR HELP & EMERGENCY PO BOX 1013 CHARLOTTESVILLE VA 22902 PC GENERAL PURPOSES OF DONEE 500 SHENANDOAH NATIONAL PARK TRUST 414 E MARKET ST STE A CHARLOTTESVILLE VA 22902 PC GENERAL PURPOSES OF DONEE 30000 ST PAULS EPISCOPAL CHURCH PO BOX 37 IVY VA 22945 PC GENERAL PURPOSES OF DONEE 250 THE CENTER AT BELVEDERE 540 BELVEDERE BOULEVARD CHARLOTTESVILLE VA 22901 PC GENERAL PURPOSES OF DONEE 7500 THE HAVEN 112 W MARKET ST CHARLOTTESVILLE VA 22902 PC GENERAL PURPOSES OF DONEE 500 THOMAS JEFFERSON FOUNDATION 931 THOMAS JEFFERSON PKWY CHARLOTTESVILLE VA 22902 PC GENERAL PURPOSES OF DONEE 25000 TOY LIFT CHARITIES PO BOX 6762 CHARLOTTESVILLE VA 22903 PC GENERAL PURPOSES OF DONEE 200 UNCOMMON SCHOOLS ROCHESTER PREP 305 ANDREWS ST ROCHESTER NY 14604 PC GENERAL PURPOSES OF DONEE 25000 UNITED WAY - THOMAS JEFFERSON AREA 806 E HIGH ST CHARLOTTESVILLE VA 22902 PC GENERAL PURPOSES OF DONEE 15000 URBAN AGRICULTURE COLLECTIVE 405 AVON STREET CHARLOTTESVILLE VA 22902 PC GENERAL PURPOSES OF DONEE 200 VA FOUNDATION FOR THE HUMANITIES 145 EDNAM DR CHARLOTTESVILLE VA 22903 PC GENERAL PURPOSES OF DONEE 10000 VIRGINIA DISCOVERY MUSEUM 524 E MAIN ST CHARLOTTESVILLE VA 22902 PC GENERAL PURPOSES OF DONEE 250 VIRGINIA LAW FOUNDATION 105 WHITEWOOD RD CHARLOTTESVILLE VA 22901 PC GENERAL PURPOSES OF DONEE 500 VIRGINIA MUSEUM OF FINE ARTS 200 N BOULEVARD RICHMOND VA 23220 PC GENERAL PURPOSES OF DONEE 250 VIRGINIA MUSEUM OF HISTORY & CULTURE 428 N BOULEVARD RICHMOND VA 23220 PC GENERAL PURPOSES OF DONEE 5000 WESTERN ALBEMARLE RESCUE SQUAD 1265 CROZET AVE CROZET VA 22932 PC GENERAL PURPOSES OF DONEE 500 WESTIMINSTER CANTERBURY OF THE BLUE RIDGE 250 PANTOPS MTN RD CHARLOTTESVILLE VA 22911 PC GENERAL PURPOSES OF DONEE 1000 WILDLIFE CENTER OF VIRGINIA 1800 S DELPHINE AVE WAYNESBORO VA 22980 PC GENERAL PURPOSES OF DONEE 250 WINTERGREEN ADAPTIVE SPORTS 11 GRASSY RIDGE ROSELAND VA 22967 PC GENERAL PURPOSES OF DONEE 250 WOODROW WILSON PRESIDENTIAL LIBRARY GRANT 20 N COALTER STREET STAUNTON VA 24401 PC GENERAL PURPOSES OF DONEE 15000 584000 0 14 7 14 333040 900099 250 18 367985 250 701032 0 701282 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION 3400 0 3400 VANGUARD TOTAL BOND MARKET INDEX FUND ADMIRAL AT COST 1328780 1201606 VANGUARD TOTAL INTERNATIONAL BOND INDEX FUND ADM AT COST 1141116 1024172 VANGUARD INTERMEDIATE-TERM INV GRADE ADMIRAL AT COST 401049 367642 VANGUARD SHORT-TERM INV GRADE ADMIRAL AT COST 529273 520375 VANGUARD TOTAL STOCK MARKET INDEX FUND ADMIRAL AT COST 2064309 5799937 VANGUARD TOTAL INTERNATIONAL STOCK INDEX ADMIRAL AT COST 2567502 4010406 VANGUARD LONG-TERM INV GRADE ADMIRAL AT COST 362929 259709 LEGAL FEES 12252 0 12252 BANK FEES 145 0 0 OTHER INCOME 250 0 250 INVESTMENT MANAGEMENT 30693 30693 0 NEW YORK STATE FILING FEE 750 0 750 EXCISE TAX PAYMENTS 2910 0 0 ESTIMATED PAYMENTS 8400 0 0