2024-11-13T10:05:13-06:00 2023-12-31 540504608 Brown Edwards & Company LLP 1909 Financial Drive Harrisonburg VA 22801 990PF 2023-01-01 541770697 The Chase Foundation of Virginia CHAS 4342939104 350 Old Ivy Way 100 Charlottesville VA 229034897 Derwood S Chase Jr President 4342939104 2024-11-12 1 0 Jeff Smith P00446095 5404346736 2024-11-12 2023 2024-10-15 13:58:12Z X 16296806 X 800000 7991 7991 345144 345144 -174552 7414621 0 38405 3262 1016988 356397 0 0 0 10530 0 10530 4998 4998 0 7706 0 7706 84437 84163 274 107671 89161 18510 802500 802500 910171 89161 821010 106817 267236 710 2324 2324 338855 843023 843023 68235 52077 68235 68235 10009971 7387715 7495319 2999975 5305409 6063839 1180763 896625 837528 590788 798726 986538 15173139 15302057 16296806 29 29 0 X 15173110 15302057 0 0 0 0 15173110 15302057 15173139 15302057 15173110 106817 22130 15302057 0 15302057 PUBLICLY TRADED SECURITIES P 7414621 7589173 -174552 -174552 -174552 3715 0 3715 0 3715 21260 0 0 0 21260 0 17545 17545 0 0 0 0 0 0 0 0 0 1 1 0 1 1 VA 1 0 0 0 0 1 N/A Derwood S Chase Jr 4342939104 350 Old Ivy Way Suite 100 Charlottesville VA 229034897 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Alejandro A Chafuen PhD PO Box 9925 McLean VA 22102 Chairman and Trustee 2.50 0 0 0 Derwood S Chase Jr 400 Wellington Drive Charlottesville VA 22903 President and Trustee 2.50 0 0 0 Stuart F Chase 645 Plantation Court Charlottesville VA 22903 Vice-President, Treasurer and Trustee 0.21 0 0 0 Johanna B Chase 400 Wellington Drive Charlottesville VA 22903 Secretary and Trustee 0.21 0 0 0 John C Goodman 6335 West NW Highway Dallas TX 75225 Trustee 0.21 0 0 0 Gordon M Marchand 1275 Little Harbour Ln Vero Beach FL 32963 Trustee 0.21 0 0 0 Stephen J Moore 9008 Belmart Rd Potomac MD 20854 Trustee 0.21 0 0 0 David A Brat 1910 Parkland Drive Lynchburg VA 24503 Trustee 0.21 0 0 0 Allison K Chase 1701 6th Ave N 5 Nashville TN 37208 Trustee 0.21 0 0 0 Craig T Redinger 250 W Main St Suite 201 Charlottesville VA 22902 Trustee 0.21 0 0 0 Edwin T Burton III 155 Haden Rd Weems VA 22576 Trustee 0.21 0 0 0 Carl O Helstrom 33003 Shadeland Ave Millsboro DE 19966 Trustee 0.21 0 0 0 Gary M Greene 646 Flordon Dr Charlottesville VA 22903 Trustee 0.21 0 0 0 NONE 0 NONE 0 0 11410246 3987960 39287 15437493 0 0 15437493 231562 15205931 760297 760297 3715 3715 756582 0 756582 0 756582 821010 0 821010 756582 0 0 136 136 821010 0 0 0 756582 64428 0 0 64564 0 0 0 0 0 0 0 64564 136 64428 Derwood S Chase Jr Derwood S Chase Jr 350 Old Ivy Way Suite 100 Charlottesville VA 229034897 4342939104 No form has been prescribed by the organization. None Charitable organizations must meet the criteria specified in Article 2, Paragraph C(a) of the foundation's trust agreement. Accuracy in Media 1717 K Street NW Washington DC 20006 None 501(c)(3) Public Cha To provide general support (charitable) 13000 Acton Institute 98 E Fulton Street Grand Rapids MI 49503 None 501(c)(3) Public Cha To provide general support (charitable) 40000 American Conservation Coalition PO Box 371 Appleton WI 54912 None 501(c)(3) Public Cha To provide general support (charitable) 2000 American Friends of the Institute of Economic Affairs 4075 Wilson Blvd Ste 310 Arlington VA 22203 None 501(c)(3) Public Cha To provide general support (charitable) 6500 American Legislative Exchange Council 2900 Crystal Drive Suite 600 Arlington VA 22202 None 501(c)(3) Public Cha To provide general support (charitable) 2000 America's Future Foundation 1633 Connecticut Ave NW Suite 300 Washington DC 20009 None 501(c)(3) Public Cha To provide general support (charitable) 8000 Atlas Network 4075 Wilson Blvd Ste 310 Arlington VA 22203 None 501(c)(3) Public Cha To provide general support (charitable) 8000 Bill of Rights Institute 1310 N Courthouse Road Suite 620 Arlington VA 22201 None 501(c)(3) Public Cha To provide general support (charitable) 5000 Cascade Policy Institute 4850 SW Scholls Ferry Road Suite 103 Portland OR 97225 None 501(c)(3)(h) Public To provide general support (charitable) 5000 Cato Institute 1000 Massachusetts Ave NW Washington DC 200015403 None 501(c)(3) Public Cha To provide general support (charitable) 10000 Citizen's Council for Health Freedom 161 St Anthony Avenue Ste 923 St Paul MN 55103 None 501(c)(3) Public Cha To provide general support (charitable) 4000 CO2 Coalition 1621 N Kent Street Suite 603 Arlington VA 22209 None 501(c)(3) Public Cha To provide general support (charitable) 10000 Committee to Unleash Prosperity 9008 Belmart Road Potomac MD 20854 None 501(c)(3) Public Cha To provide general support (charitable) 20000 Competitive Enterprise Institute (DBA Network for Good) 1310 L Street NW 7th Floor Washington DC 20005 None 501(c)(3) Public Cha To provide general support (charitable) 30000 David Horowitz Freedom Center PO Box 55089 Sherman Oaks CA 914991964 None 501(c)(3) Public Cha To provide general support (charitable) 500 Foundation for Economic Education 1819 Peachtree Road NE Suite 300 Atlanta GA 303091856 None 501(c)(3) Public Cha To provide general support (charitable) 20000 Foundation for Government Accountability 15275 Collier Boulevard Suite 201-279 Naples FL 34119 None 501(c)(3) Public Cha To provide general support (charitable) 8000 Foundation for Individual Rights in Education 510 Walnut Street Suite 1250 Philadelphia PA 19106 None 501(c)(3) Public Cha To provide general support (charitable) 15000 Fraser Institute 4th Floor 1770 Burrard Street Vancouver British Columbia CA V6J3G7 None Other Public Charity To provide general support (charitable) 30000 Free the People Foundation 611 Pennsylvania Avenue SE 259 Washington DC 200034303 None 501(c)(3) Public Cha To provide general support (charitable) 8000 Freedom Foundation PO Box 552 Olympia WA 98507 None 501(c)(3) Public Cha To provide general support (charitable) 12000 FreedomWorks Foundation 111 K Street NE Suite 600 Washington DC 20002 None 501(c)(3) Public Cha To provide general support (charitable) 25000 Goldwater Institute 500 East Coronado Road Phoenix AZ 85004 None 501(c)(3) Public Cha To provide general support (charitable) 20000 Goodman Institute for Public Policy Research 6335 W Northwest Hwy Suite 2111 Dallas TX 75225 None 501(c)(3) Public Cha To provide general support (charitable) 25000 Grove City College (The Institute for Faith and Freedom) 100 Campus Drive Grove City PA 16127 None 501(c)(3) Public Cha To provide general support (charitable) 8000 Independent Institute (Lighthouse Society) 100 Swan Way Oakland CA 946211428 None 501(c)(3) Public Cha To provide general support (charitable) 5000 Independent Women's Forum 4 Weems Lane 312 Winchester VA 22601 None 501(c)(3) Public Cha To provide general support (charitable) 5000 Institute for Energy Research 1155 15th Street NW Suite 900 Washington DC 20005 None 501(c)(3) Public Cha To provide general support (charitable) 15000 Institute for Humane Studies Vernon Smith Hall 1st Floor 3434 Washington Blvd Arlington VA 22201 None 501(c)(3) Public Cha To provide general support (charitable) 12000 Institute for Justice 901 N Glebe Road Suite 900 Arlington VA 22203 None 501(c)(3) Public Cha To provide general support (charitable) 40000 Intercollegiate Studies Institute Inc F M Kirby Campus 3901 Centerville Road Wilmington DE 198071938 None 501(c)(3) Public Cha To provide general support (charitable) 6000 Judicial Watch Inc 425 Third Street SW Suite 800 Washington DC 20024 None 501(c)(3) Public Cha To provide general support (charitable) 10000 Kansas Policy Institute 250 N Water St Suite 216 Witchita KS 67202 None 501(c)(3) Public Cha To provide general support (charitable) 5000 Libertas Institute 2183 W Main St Suite A102 Lehi UT 84043 None 501(c)(3) Public Cha To provide general support (charitable) 15000 Mackinac Center for Public Policy PO Box 568 140 West Main Street Midland MI 48640 None 501(c)(3) Public Cha To provide general support (charitable) 15000 Manhattan Institute for Policy Research 52 Vanderbilt Avenue New York NY 10017 None 501(c)(3) Public Cha To provide general support (charitable) 12000 Mises Institute 518 W Magnolia Avenue Auburn AL 368324501 None 501(c)(3) Public Cha To provide general support (charitable) 10000 Montreal Economic Institute 910 Peel Street Suite 600 Montreal Quebec CA H3C2H8 None Other Public Charity To provide general support (charitable) 10000 Moving Picture Institute 375 Greenwich Street New York NY 10013 None 501(c)(3) Public Cha To provide general support (charitable) 17000 National Institute for Labor Relations Research 5211 Port Royal Road Suite 510 Springfield VA 22151 None 501(c)(3) Public Cha To provide general support (charitable) 5000 Open the Books (American transparency) 200 S Frontage Rd Ste 108 Burr Ridge IL 60527 None 501(c)(3) Public Cha To provide general support (charitable) 15000 Pacific Legal Foundation 930 G Street Sacramento CA 95814 None 501(c)(3) Public Cha To provide general support (charitable) 10000 Pacific Research Institute for Public Policy 101 Montgomery Street Suite 1300 San Francisco CA 94104 None 501(c)(3) Public Cha To provide general support (charitable) 3000 Peachtree Collaborative (DBA Against Crony Capitalism) 94 Landfill Road Edinburg VA 22824 None 501(c)(3) Public Cha To provide general support (charitable) 1000 Philanthropy Roundtable 1120 20th Street NW Suite 550 South Washington DC 20036 None 501(c)(3) Public Cha To provide general support (charitable) 500 Project Veritas 135 Hoyt Avenue Mamaroneck NY 10543 None 501(c)(3) Public Cha To provide general support (charitable) 15000 Property and Environment Research Center 2048 Analysis Drive Suite A Bozeman MT 59718 None 501(c)(3) Public Cha To provide general support (charitable) 10000 Public Interest Legal Foundation 32 East Washington Street Suite 1675 Indianapolis IN 462043594 None 501(c)(3) Public Cha To provide general support (charitable) 13000 Reason Foundation 5737 Mesmer Avenue Los Angeles CA 902306316 None 501(c)(3) Public Cha To provide general support (charitable) 30000 Rio Grande Foundation PO Box 40336 Albuquerque NM 87196 None 501(c)(3) Public Cha To provide general support (charitable) 4000 State Policy Network 1655 North Fort Myer Drive Suite 360 Arlington VA 22209 None 501(c)(3) Public Cha To provide general support (charitable) 10000 Students for Liberty 1750 Tysons Boulevard Suite 1500 McLean VA 22102 None 501(c)(3) Public Cha To provide general support (charitable) 8000 Talent Market LLC (CO America's Future) 1633 Connecticut Ave NW Suite 300 Washington DC 20009 None 501(c)(3) Public Cha To provide general support (charitable) 3000 Tax Foundation 1325 G Street NW Suite 950 Washington DC 20005 None 501(c)(3) Public Cha To provide general support (charitable) 8000 The Atlas Society 22001 Northpark Drive Suite 250 Kingwood TX 77339 None 501(c)(3) Public Cha To provide general support (charitable) 5000 The Buckeye Institute 88 East Broad Street Suite 1300 Columbus OH 43215 None 501(c)(3) Public Cha To provide general support (charitable) 5000 The Federalist Society for Law & Public Policy Studies 1776 I Street NW Suite 300 Washington DC 20006 None 501(c)(3) Public Cha To provide general support (charitable) 15000 The Fund for American Studies (Liberty Leadership) 1706 New Hampshire Avenue NW Washington DC 20009 None 501(c)(3) Public Cha To provide general support (charitable) 15000 The Heartland Institute 3939 North Wilke Road Arlington Heights IL 60004 None 501(c)(3) Public Cha To provide general support (charitable) 25000 The James Madison Institute The Columns 100 North Duval Street Tallahassee FL 32301 None 501(c)(3) Public Cha To provide general support (charitable) 8000 The John Locke Foundation 4800 Six Forks Road 220 Raleigh NC 27609 None 501(c)(3) Public Cha To provide general support (charitable) 13000 The Maryland Public Policy Institute One Research Court Suite 450 Rockville MD 20850 None 501(c)(3) Public Cha To provide general support (charitable) 7000 The Mont Pelerin Society Texas Tech University Box 45059 Lubbock TX 794095059 None 501(c)(3) Public Cha To provide general support (charitable) 1000 The Philadelphia Society 11620 Rutan Circle Jerome MI 492490530 None 501(c)(3) Public Cha To provide general support (charitable) 1000 Thomas Jefferson Institute for Public Policy 7011 Dreams Way Court Alexandria VA 22315 None 501(c)(3) Public Cha To provide general support (charitable) 10000 Turning Point USA 4940 East Beverly Road Phoenix AZ 85044 None 501(c)(3) Public Cha To provide general support (charitable) 25000 Virginia Institute for Public Policy PO Box 1123 Abingdon VA 24212 None 501(c)(3) Public Cha To provide general support (charitable) 10000 Yorktown Foundation for Public Policy 1329 West Main Street 207 Salem VA 24153 None 501(c)(3) Public Cha To provide general support (charitable) 1000 Young Americans for Liberty Foundation 500 N Capital of Texas Hwy Bldg 5 Ste 100 Austin TX 78746 None 501(c)(4) Public Cha To provide general support (charitable) 10000 Young America's Foundation 11480 Commerce Park Drive Sixth Floor Reston VA 20191 None 501(c)(3) Public Cha To provide general support (charitable) 4000 802500 0 14 7991 14 345144 15 3262 18 -174552 Ridgewood Energy Q Fund LLC Ordinary Income (Loss) 211130 3901 Ridgewood Energy S Fund LLC Ordinary Income (Loss) 211130 3825 Ridgewood Energy BlueWater Oil Fund III LLC Ordinary Income (Loss) 211130 734 The Chase Gulf LLC Ordinary Income (Loss) 211130 42191 Ridgewood Energy O Fund LLC Ordinary Income (Loss) 211130 7087 Enterprise Products Partners LP 211130 -18774 Energy Transfer LP 211130 -3821 35143 181845 0 216988 0 0 0 0 0 0 0 0 0 0 X X 1 DERWOOD S CHASE JR 350 Old Ivy Way Suite 100 Charlottesville VA 229034897 800000 X Accounting Fees 10530 0 10530 Corporate Bonds 896625 837528 Common Stocks 5305409 6063839 7387715 7495319 0 0 Ridgewood Energy Q Fund, L.L.C. FMV 9106 12991 Ridgewood Energy S Fund, L.L.C. FMV 11110 12816 Ridgewood Energy BlueWater Oil Fund III, L.L.C. FMV 16597 16075 The Chase Gulf, L.L.C. FMV 83473 205468 Ridgewood Energy O Fund, L.L.C. FMV 25523 30666 Landmark Dividend Growth Fund - M, L.L.C. FMV 274263 274263 Carter Muliti-Family Growth & Income Fund III, L.L.C. FMV 135464 135464 Energy Transfer FMV 126953 153870 Enterprise Products FMV 116237 144925 Custody Fees/Portfolio Deductions 84163 84163 0 Bank Charges & Credit Card Fees 274 0 274 Ridgewood Energy BlueWater Oil Fund III LLC Royalty Income 3022 3022 3022 The Chase Gulf LLC Royalty Income 240 240 240 Ridgewood Energy Q Fund LLC Ordinary Income (Loss) 3901 3901 Ridgewood Energy S Fund LLC Ordinary Income (Loss) 3825 3825 Ridgewood Energy BlueWater Oil Fund III LLC Ordinary Income (Loss) 734 734 The Chase Gulf LLC Ordinary Income (Loss) 42191 42191 Ridgewood Energy O Fund LLC Ordinary Income (Loss) 7087 7087 Enterprise Products Partners LP -18774 -18774 Energy Transfer LP -3821 -3821 Percentage Depletion 22130 Foreign Taxes 4998 4998 0