Iefile GRAPHIC print - DO NOT PROCESS As Filed Data - of the Trensun Iiilemril Re\ enue Sen use For calendar year 2017, or tax year beginning 01-01-2017 Return of Private Foundation or Section 4947(a)(1) Trust Treated as Private Foundation it Do not enter social security numbers on this form as it may be made public. it Information about Form 990-PF and its instructions is at and ending 12-31-2017 OMB No 1545-0052 2017 Open to Public Inspection Name of foundation The Chase Foundation of Virginia A Employer identification number 54-1770697 Number and street (or 0 box number if mall is not delivered to street address) 350 Old Ivy Way No 100 Room/swte Telephone number (see instructions) (434) 293-9104 City or town, state or provmce, country, and ZIP or foreign postal code Charlotteswlle, VA 229034897 Check all that apply l:l Initial return l:l Final return l:l Address change l:l Amended return l:l Name change l:l Initial return of a former public charity Check type of organization l:l Section 4947(a)(1) nonexempt charitable trust Section 501(c)(3) exempt private foundation l:l Other taxable private foundation I Fair market value of all assets at end of year (from Part II, col llne 17,175,655 Cash Accounting method l:l Other (speCIfy) (Part I, column must be on cash basrs l:l Accrual If exemption application is pending, check here 1. Foreign organizations, check here If private foundation status was terminated under section check here 2 Foreign organizations meeting the 85% test, check here and attach computation p. If the foundation is in under section 507(b a 1) 60?month termination (B), check here El El El Analysis of Revenue and Expenses (The total Disbursements Revenue and of amounts in columns and may not necessarily expenses per investment (C) ?Qt for charitable income income Ul' OSES equal the amounts in column (see Instructions) b00k5 (cas'lJi [3255 only) 1 Contributions, gifts, grants, etc received (attach 800,000 schedule) 2 Check l:l if the foundation IS not reqUIred to attach 3 Interest on savmgs and temporary cash investments 378 378 DiVidends and interest from securities 109,861 109,861 5a Gross rents Net rental income or (loss) a: 6a Net gain or (loss) from sale of assets not on line 10 567,314 Gross sales price for all assets on line 6a 3 7,494,777 a: 7 Capital gain net income (from Part IV, line 2) 567,314 Net short-term capital gain Income modifications 103 Gross sales less returns and allowances Less Cost of goods sold I Gross profit or (loss) (attach schedule) 11 Other income (attach schedule) 3] ?46,394 4,635 12 Total. Add lines 1 through 11 1,431,159 682,188 13 Compensation of officers, directors, trustees, etc 0 0 0 14 Other employee salaries and wages 8 15 Pension plans, employee benefits :2 16a Legal fees (attach schedule) . 8. Accounting fees (attach schedule) 3] 5,525 0 5,525 Other professional fees (attach schedule) 3 17 Interest 54 0 54 at 7? 13 Taxes (attach schedule) (see instructions) .al 121568 37 0 19 DepreCIation (attach schedule) and depletion .5 20 Occupancy 21 Travel, conferences, and meetings 28,685 0 28,685 22 Printing and publications g: 23 Other expenses (attach schedule) ?g 6,845 5,841 1,004 24 Total operating and administrative expenses. 8 Add lines 13 through 23 53,677 5,878 35,268 25 Contributions, gifts, grants paid 761,088 761,088 26 Total expenses and disbursements. Add lines 24 and 25 814,765 5,878 796,356 27 Subtract line 26 from line 12 a Excess of revenue over expenses and 616,394 disbursements Net investment income (if negative, enter -0-) 676,310 Adjusted net income(if negative, enter -O-) For Paperwork Reduction Act Notice, see instructions. Cat No 1 1289X Form 990-PF (2017) Form 990-PF (2017) Page 2 Balance Sheets Attached schedules and amounts In the description column Beginning year End Of year should be for end?of?year amounts only (See Instructions Book Value Book Value Fair Market Value 1 Cash?non-interest-bearing Savmgs and temporary cash investments 1,168,011 1,403,261 1,403,261 3 Accounts receivable 31,934 Less allowance for doubtful accounts 26,683 31,934 31,934 4 Pledges receivable Less allowance for doubtful accounts 5 Grants receivable . Receivables due from officers, directors, trustees, and other disqualified persons (attach schedule) (see instructions) . 7 Other notes and loans receivable (attach schedule) 156 000 Less allowance for doubtful accounts 0 156,000 156,000 156,000 8 Inventories for sale or use 9 Prepaid expenses and deferred charges 5 10a Investments?U and state government obligations (attach schedule) 4,495,391 3,969,210 3,931,565 Investments?corporate stock (attach schedule) 1,502,092 3,503,288 4,043,781 Investments?corporate bonds (attach schedule) 3,019,687 3,066,280 3,027,270 11 Investments?land, and eqUIpment ba5is Less accumulated depreciation (attach schedule) 12 Investments?mortgage loans . 13 Investments?other (attach schedule) 5,430,092 4,292,504 4,581,844 14 Land, bUIldings, and eqUIpment ba5is Less accumulated depreCIation (attach schedule) 15 Other assets (describe 16 Total assets (to be completed by all filers?see the instructions Also, see page 1, item 1) 15,797,956 16,422,477 17,175,655 17 Accounts payable and accrued expenses . 18 Grants payable . 19 Deferred revenue . 20 Loans from officers, directors, trustees, and other disqualified persons 21 Mortgages and other notes payable (attach schedule). A 22 Other liabilities (describe 23 Total iabi ities(add lines 17 through 22) 0 0 Foundations that follow SFAS 117, check here l:l 8 and complete lines 24 through 26 and lines 30 and 31. 24 Unrestricted CF15 25 Temporarily restricted 26 Permanently restricted If Foundations that do not follow SFAS 117, check here 5 and complete lines 27 through 31. .3 27 Capital stock, trust prinCIpal, or current funds 15,797,956 16,422,477 28 Paid-in or capital surplus, or land, and eqUIpment fund 0 0 29 Retained earnings, accumulated income, endowment, or other funds 0 0 2? 30 Total net assets or fund balances (see instructions) 15,797,956 16,422,477 31 Total liabilities and net assets/fund balances (see instructions) . 15,797,956 16,422,477 Analysis of Changes in Net Assets or Fund Balances 1 Total net assets or fund balances at beginning of year?Part II, column line 30 (must agree With end- of-year figure reported on prior year's return15,797,956 2 Enter amount from Part I, line 27a . . 2 616,394 3 Other increases not included in line 2 (itemize) 3 8,127 4 Add lines 16,422,477 5 Decreases not included in line 2 (itemize) 5 0 6 Total net assets or fund balances at end of year (line 4 minus line 5)?Part II, column line 30 6 16,422,477 Form 990-PF (2017) Form 990-PF (2017) Page 3 Capital Gains and Losses for Tax on Investment Income How glgguwed L2ist and describe the kind(s) of property sold (e real estate, P?Purchase Date achIred Date sold -story brick warehouse, or common stock, 200 MLC Co D?Donation (mo day, yr) (mo day, yr) 1 a Publicly Traded Securities Long-Term Capital Gain/(Loss) - Western Drilling Program 2008-B Capital Gains Gross sales price DeprECIation allowed Cost or other ba5is Gain or (loss) (or allowable) plus expense of sale plus minus a 6,843,232 6,927,288 -84,056 175 -175 651,545 651,545 Complete only for assets showmg gain in column and owned by the foundation on 12/31/69 (I) Ad tug (Rf) col or as of 12/31/69 as $5133 13:; ovzfecfosl 00:0?: gray Lbsses (from col a -84,056 -175 651,545 If gain, also enter in Part I, line 7 2 Capital gain net income or (net capital loss) 1 If (loss), enter -0- in Part 1, line 7 I 2 567,314 3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6) If gain, also enter in Part I, line 8, column (see instructions) If (loss), enter -0- inPartI,line8 . . . . . . . . . . . . I 3 Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income (For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income If section 4940(d)(2) applies, leave this part blank Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period? Yes No If "Yes," the foundation does not qualify under section 4940(e) Do not complete this part 1 Enter the appropriate amount in each column for each year, see instructions before making any entries Base period (vegans Calendar Distribstjign ratio year (or tax year beginning in) Adjusted qualifying distributions Net value of noncharitable-use assets (col diVided by col 2016 774,269 15,782,062 0 049060 2015 804,276 16,599,454 0 048452 2014 785,164 17,250,357 0 045516 2013 726,227 16,122,489 0 045044 2012 915,292 16,022,305 0 057126 2 Total of line 1, column . . 2 0 245198 3 Average distribution ratio for the 5- -year base period? d?iVide the total on line 2 by 5, or by the number of years the foundation has been in eXIstence if less than 5 years . . 3 0 049040 4 Enter the net value of noncharitable- use assets for 2017 from Part X, line 5 4 16,440,766 5 Multiply line 4 by line 806,255 6 Enter 1% of net investment income of Part 1, line 27b) 6 6,763 7 Add lines 5 and 6 . 7 813, 018 8 Enter qualifying distributions from Part XII, line 4 8 796, 356 If line 8 is equal to or greater than line check the box in Part VI, line 1b, and complete that part u5ing a 1% tax rate See the Part VI instructions Form 990-PF (2017) la 1 4a 8a 10 Form 990-PF (2017) Page 4 Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948?see instructions) Exempt operating foundations described In section 4940(d)(2), check here and enter on line 1 Date of ruling or determination letter (attach copy of letter if necessary?see instructions) Domestic foundations that meet the section 4940(e) reqUIrements In Part V, check 1 13,526 here and enter 1% of Part I, line 27b All other domestic foundations enter 2% of line 27b Exempt foreign organizations enter 4% of Part I, line 12, col Tax Ember section 511 (domestic section 4947(a)(1) trusts and taxable foundations only Others enter -0-) 2 0 AddlineslandZ. 3 13,526 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only Others enter -0-) 4 0 Tax based on investment income. Subtract line 4 from line 3 If zero or less, enter -0- . 5 13,526 Credits/Payments 2017 estimated tax payments and 2016 overpayment credited to 2017 6a 10,000 Exempt foreign organizations?tax Withheld at source . . . . . . 6b Tax paid With application for exten5ion of time to file (Form 8868) . . . 6c Backup Withholding erroneously Withheld . . . . . . . . . . . 6d 0 Total credits and payments Add lines 6a through 6d10,000 Enter any penalty for underpayment of estimated tax Check here if Form 2220 is attached 0 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed . 3,526 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid. . . 10 Enter the amount of line 10 to be Credited to 2018 estimated tax Refunded 11 Statements Regarding Activities During the tax year, did the foundation attempt to influence any national, state, or local legislation or did Yes No it partICIpate or intervene in any political campaign? 1a No Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions fordefinition)7. 1b No If the answer is "Yes? to la or ID, attach a detailed description of the actiwties and copies of any materials published or distributed by the foundation in connection With the actii/ities Did the foundation file Form 1120-POL for this year". 1c No Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year (1) On the foundation ?3 0 (2) On foundation managers ?3 0 Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed on foundation managers 0 Has the foundation engaged in any actiwties that have not preVIously been reported to the 2 No If "Yes, attach a detailed description of the actiVities Has the foundation made any changes, not preVIously reported to the IRS, in its governing instrument, articles of incorporation, or bylaws, or other Similar instruments? If ?Yes, attach a conformed copy of the changes 3 No Did the foundation have unrelated busmess gross income of $1,000 or more during the year'r?. 4a No If "Yes," has it filed a tax return on Form 990-T for this year". 4b Was there a liqUIdation, termination, dissolution, or substantial contraction during the year? 5 No If ?Yes, attach the statement reqUired by General Instruction Are the reqUIrements of section 508(e) (relating to sections 4941 through 4945) satisfied either 0 By language in the governing instrument, or By state legislation that effectively amends the governing instrument so that no mandatory directions that conflict With the state law remain in the governing instrumentYes Did the foundation have at least $5,000 in assets at any time during the year7If "Yes," complete Part II, col andPartXV 7Yes Enter the states to Which the foundation reports or With which it is registered (see instructions) PVA If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney General (or de5ignate) of each state as reqUIred by General Instruction If attach explanation . 8b Yes Is the foundation claiming status as a private operating foundation Within the meaning of section or for calendar year 2017 or the taxable year beginning in 2017 (see instructions for Part If ?Yes, complete Part XIV 9 No Did any persons become substantial contributors during the tax year? If "Yes,? attach a schedule listing their names and addresses 10 No Form 990-PF (2017) Form 990-PF (2017) Page 5 Statements Regarding Activities (contInued) 11 At any time during the year, dId the foundation, directly or Indirectly, own a controlled entity Within the meaning of section 512(b)(13)7 If "Yes," attach schedule (see instructionsDid the foundation make a distribution to a donor adVIsed fund over which the foundation or a disqualified person had adVIsory prIVileges? If "Yes," attach statement (see instructionsDid the foundation comply With the public inspection reqUIrements for Its annual returns and exemption application? 13 Yes WebSIte address 14 The books are In care of PDerwood Chase Jr Telephone no H434) 293-9104 Located at P350 Old Ivy Way 100 Charlotteswlle VA 15 Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF In lieu of Form 1041 ?Check here . . . . . . . . . l:l and enter the amount of tax-exempt interest recered or accrued during the yearany time during calendar year 2017, did the foundatIon have an Interest In or a 5Ignature or other authority over Yes No a bank, securitIes, or other finanCIal account In a foreign country? 16 No See Instructions for exceptIons and fIlIng requIrements for Form 114, Report of Foreign Bank and FinanCIal Accounts (FBAR) If "Yes", enter the name of the foreign country Statements Regarding Activities for Which Form 4720 May Be Required File Form 4720 if any item is checked in the "Yes" column, unless an exception applies. Yes No 1a During the year did the foundatIon (eIther dIrectly or Indirectly) (1) Engage In the sale or exchange, or lea5Ing of property WIth a person? El Yes No (2) Borrow money from, lend money to, or otherWIse extend credIt to (or accept It from) adIsqualIfiedpersonl:lYes .No (3) Furnish goods, serVIces, or to (or accept them from) a disqualierd person? Yes No (4) Pay compensation to, or pay or rEImburse the expenses of, a disqualierd person? Yes No (5) Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualIerd person)?. . . . . . . . . . . . . . . Yes No (6) Agree to pay money or property to a government of?cial? (Exception. Check "No" If the foundatIon agreed to make a grant to or to employ the ofFICIal for a period after termInatIon of government serVIce, If termInating WIthIn 90 days . . . . . . El Yes No If any answer Is "Yes" to did any of the acts faIl to qualify under the exceptions descrIbed In Regulations section 53 or In a current notIce regarding disaster a55istance (see InstructionsOrganizations relyIng on a current notice regardIng dIsaster aSSIstance check hereDid the foundatIon engage in a prior year in any of the acts described in 1a, other than excepted acts, that were not corrected before the first day of the tax year beginnIng In 2017Taxes on failure to distribute Income (section 4942) (does not apply for years the foundation was a prIvate operating foundatIon de?ned In sectIon or a At the end of tax year 2017, did the foundatIon have any undistributed Income (lines 6d and 6e, Part for tax year(s) beginnIng before 2017"Yes," lIst the years 20_ 20_ 20_ 20_ Are there any years listed In 2a for which the foundation Is not applying the prowsIons of sectIon 4942(a)(2) (relatIng to incorrect valuation of assets) to the year?s undistrIbuted income? (If applying section 4942(a)(2) to all years lIsted, answer "No" and attach statement?see Instructions . . . . . . . . . . . . . . 2b If the prOVISlonS of section 4942(a)(2) are beIng applied to any of the years listed In 2a, lIst the years here 20_ 20_ 20_, 20_ 3a Did the foundatIon hold more than a 2% dIrect or indirect Interest in any business enterprise l:lYes No If "Yes," dId it have excess busmess holdings in 2017 as a result of (1) any purchase by the foundation or disqualIerd persons after May 26, 1969, (2) the lapse of the 5-year period (or longer perIod approved by the CommISSIoner under section 4943(c)(7)) to dIspose of holdIngs achIred by or bequest, or (3) the lapse of the 10-, 15-, or 20-year ?rst phase holding perIod7(Use Schedule C, Form 4720, to determme If the foundation had excess busmess holdIngs In 2017 . . . . . . . . . . . . . . . . . 3b 4a Did the foundatIon invest during the year any amount in a manner that would JeopardIze Its charItable purposes? 4a No Did the foundatIon make any investment In a prior year (but after December 31, 1969) that could JeopardIze Its charitable purpose that had not been removed from Jeopardy before the first day of the tax year begInnIng in 20177 4b No Form 990-PF (2017) Form 990-PF (2017) Part VII-B Statements Regarding Activities for Which Form 4720 May Be Required (Continued) 5a 6a 7a Page 6 During the year did the foundation pay or incur any amount to (1) Carry on propaganda, or otherWIse attempt to influence legislation (section 4945(e))? Yes (2) Influence the outcome of any speCIfic public election (see section 4955), or to carry on, directly or indirectly, any voter registration driveYes (3) Prowde a grant to an indiVidual for travel, study, or other Similar purposes? (4) Prowde a grant to an organization other than a charitable, etc organization described in section 4945(d)(4)(A)? (see instructionsYes (5) Prowde for any purpose other than religious, charitable, SCIentific, literary, or educational purposes, or for the prevention of cruelty to children or animalsany answer is "Yes" to did any of the transactions fail to qualify under the exceptions described in Yes Regulations section 53 4945 or in a current notice regarding disaster a55istance (see instructions)? . Organizations relying on a current notice regarding disaster a55istance check herethe answer is "Yes" to question 5a(4), does the foundation claim exemption from the tax because it maintained expenditure respon5ibility for the grant?Yes, attach the statement requu'ed by Regulations section 53 4945?5(d) Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?. Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? . If "Yes? to 6b, file Form 8870 At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction? El Yes If yes, did the foundation receive any proceeds or have any net income attributable to the transactionForm 990-PF (2017) Form 990-PF (2017) 1 and Contractors List all officers, directors, trustees, foundation managers and their compensation (see instructions). Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees, Page 7 Title, and average hours per week devoted to position Compensation (If not paid, enter -0-) Name and address compensation Contributions to employee benefit plans and deferred Expense account, other allowances See Additional Data Table 2 Compensation of five highest-paid employees (other than those included on line 1?see instructions). If none, enter Name and address of each employee paid more than $50,000 Contributions to Title, and average hours per week Compensation devoted to p05ition compensation employee benefit plans and deferred Expense account, other allowances NONE Total number of other employees paid over $50,000Five highest-paid independent contractors for professional services (see instructions). If none, enter Name and address of each person paid more than $50,000 Type of serVIce Compensation NONE Total number of others receivmg over $50,000 for professional serVIces. 0 Summary of Direct Charitable Activities List the foundation's four largest direct charitable actIVIties during the tax year Include relevant statistical information such as the number of organizations and other benefICIaries served, conferences convened, research papers produced, etc 1 Expenses Part IX-B Summary of Program-Related Investments (see instructions) Describe the two largest program?related investments made by the foundation during the tax year on lines 1 and 2 1 Amount All other program-related investments See instructions 3 Total. Add lines 1 through 3 0 Form 990-PF (2017) Form 990-PF (2017) Page 8 Minimum Investment Return (All domestic foundations must complete this part Foreign foundations,see Instructions 1 Fair market value of assets not used (or held for use) directly in carrying out charitable, etc purposes a Average fair market value of securities. 1a 14,905,288 Average of cash balances. 1b 1,605,680 Fair market value of all other assets (see instructions). 1c 180,165 Total (add lines 1a, b, and 1d 16,691,133 Reduction claimed for blockage or other factors reported on lines 1a and 1c (attach detailed explanationAchISltlon indebtedness applicable to line 1 assets. 2 0 3 Subtract line 2 from line 1d. 3 16,691,133 4 Cash deemed held for charitable actIVIties Enter 1 1/2% of line 3 (for greater amount, see instructions). 4 250,367 5 Net value of noncharitable-use assets. Subtract line 4 from line 3 Enter here and on Part V, line 4 5 16,440,766 6 Minimum investment return. Enter 5% of line 5822,038 Distributable Amount (see instructions) (Section and private operating foundations and certain foreign organizations check here and do not complete this part 1 Minimum investment return from Part X, line 822,038 2a Tax on investment income for 2017 from Part VI, line 13,526 Income tax for 2017 (This does not include the tax from Part VI . . I 2b I Add lines 13,526 3 Distributable amount before adjustments Subtract line 2c from line 1. 3 808,512 4 Recoveries of amounts treated as qualifying distributions. 4 0 5 Add lines3and 808,512 6 Deduction from distributable amount (see instructions). 6 0 7 Distributable amount as adjusted Subtract line 6 from line 5 Enter here and on Part line 1. 7 808,512 Qualifying Distributions (see instructions) 1 Amounts paid (including administrative expenses) to accomplish charitable, etc, purposes a Expenses, contributions, gifts, etc ?total from Part 1, column line 26. 1a 796,356 Program-related investments?total from Part IX-Amounts paid to achIre assets used (or held for use) directly in carrying out charitable, etc purposes. 2 3 Amounts set a5ide for speCIfic charitable prOJects that satisfy the a SUItability test (prior IRS approval reqUIred). 3a Cash distribution test (attach the required schedule). . 3b 4 Qualifying distributions. Add lines 1a through 3b Enter here and on Part V, line 8, and Part line 4 4 796,356 5 Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment income Enter 1% of Part I line 27b (see instructions). 5 0 6 Adjusted qualifying distributions. Subtract line 5 from line 4. 6 796, 356 Note: The amount on line 6 Will be used in Part V, column in subsequent years when calculating whether the foundation qualifies for the section 4940(e) reduction of tax in those years Form 990-PF (2017) Form 990-PF (2017) Page 9 Undistributed Income (see instructions) (C) Corpus Years prior to 2016 2016 2017 1 Distributable amount For 2017 From Part XI, line 7 808,512 2 Undistributed Income, if any, as of the end of 2017 a Enter amount for 2016 only. . . 0 Total for prior years 20_ 20_ 20_ 3 Excess distributions carryover, if any, to 2017 a From 2012. . . . . . 125.933 From 2013. From 2014. From 2015. From 2016. Total of lines 3a through e. . 125.933 4 Qualifying distributions for 2017 from Part XII, line4 796,356 a Applied to 2016, but not more than line 2a Applied to undistributed income of prior years (Election reqUIred?see instructions). Treated as distributions out of corpus (Election 0 reqUIred? seeinstructions). Applied to 2017 distributable amount. 796.356 Remaining amount distributed out of corpus 0 5 Excess distributions carryover applied to 2017 12.156 12,156 (If an amount appears in column the same amount must be shown in column 6 Enter the net total of each column as indicated below: a Corpus Add lines 31?, 4c, and 4e Subtract line 5 113,777 Prior years? undistributed income Subtract line 4b from line 2b. 0 Enter the amount of prior years? undistributed income for which a notice of de?CIency has been issued, or on which the section 4942(a) tax has been preVIously assessed. . 0 Subtract line 6c from line 6b Taxable amount ?see instructions. 0 Undistributed income for 2016 Subtract line 4a from line 2a Taxable amount? see instructions. Undistributed income for 2017 Subtract lines 4d and 5 from line 1 This amount must be distributed in 2018. 0 7 Amounts treated as distributions out of corpus to satisfy reqUIrements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be reqUIred - see instructions). . 0 8 Excess distributions carryover From 2012 not applied on line 5 or line 7 (see instructions). 113'777 9 Excess distributions carryover to 2018. Subtract lines 7 and 8 from line 6a . 0 10 Ana y5is of line 9 Excess from 2013. Excess from 2014. Excess from 2015. Excess from 2016. mania-m Excess from 2017. Form 990-PF (2017) Form 990-PF (2017) Page 10 Private Operating Foundations (see Instructions and Part VII-A, question 9) 1a 2a If the foundation has received a ruling or determination letter that it is a private operating foundation, and the ruling is effective for 2017, enter the date of the rulingCheck box to indicate whether the organization is a private operating foundation described in section l:l or l:l Enter the lesser of the adjusted net Tax year Prior 3 years Total income from Part I or the minimum investment return from Part for each 2017 2016 2015 2014 year listed . 85% of line Qualifying distributions from Part XII, line 4 for each year listed . . . Amounts included in line 2c not used directly for active conduct of exempt actIVIties . . . . . . . Qualifying distributions made directly for active conduct of exempt actIVIties Subtract line 2d from line 2c . Complete 3a, b, or for the alternative test relied upon ?Assets" alternative test?enter (1) Value of all assets . (2) Value of assets qualifying under section ?Endowment" alternative test? enter 2/3 of minimum investment return shown in Part X, line 6 for each year listed. ?Support" alternative test?enter (1) Total support other than gross investment income (interest, diVidends, rents, payments on securities loans (section or royalties). (2) Support from general public and 5 or more exempt organizations as prowded in section (3) Largest amount of support from an exempt organization (4) Gross investment income Supplementary Information (Complete this part only if the organization had $5,000 or more in assets at any time during the year?see instructions.) 1 Information Regarding Foundation Managers: a List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation before the close of any tax year (but only if they have contributed more than $5,000) (See section 507(d)(2) Derwood Chase Jr List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the ownership of a partnership or other entity) of which the foundation has a 10% or greater interest 2 Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs: Check here l:l if the foundation only makes contributions to preselected charitable organizations and does not accept unsoliated requests for funds If the foundation makes gifts, grants, etc (see instructions) to indIVIduals or organizations under other conditions, complete items 2a, b, c, and a The name, address, and telephone number or e-mail address of the person to whom applications should be addressed Derwood Chase Jr 350 Old Ivy Way 100 Charlotteswlle, VA 229034897 (434) 293-9104 The form in which applications should be submitted and information and materials they should include No form has been prescribed by the organization Any submissmn deadlines None Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other facto rs Charitable organizations must meet the criteria speCIfied in Article 2, Paragraph C(a) of the foundation's trust agreement Form 990-PF (2017) Form 990-PF (2017) Page 11 Supplementary Information (COI?ltanEd) 3 Grants and Contributions Paid During the Year or Approved for Future Payment ReCIpient If reCIpient IS an indIVIduaI, Foundation show any relationship to Purpose of grant or status of Amount cl dd any foundation manager reCI lent contribution ame an a ress ome or usmess) or substantial contributor a Paid during the year See Additional Data Table Total. . . . . 3a 761,088 Approved for future payment Total . 3b 0 Form 990-PF (2017) Form 990-PF (2017) Page 12 Analysis of Income-Producing Activities Enter gross amounts unless otherWIse Indicated Unrelated busmess Income Excluded by sectlon 512, 513, or 514 Related or exempt functIon Income 1 Program serVIce revenue Busmess code Amount Exclusmn code Amount (See Instructions a 9 Fees and contracts from government agenCIes MembershIp dues and assessments. Interest on saVIngs and temporary cash Investments . . . . . . . . . . . 14 378 DIVIdends and Interest from securities. . . . 14 109,861 Net rental income or (loss) from real estate a Debt- ?nanced property. Not debt- ?nanced property. 6 Net rental income or (loss) from personal property DJ .h U1 7 Other Investment income. . . 15 4,635 8 Gain or (loss) from sales of assets other than Inventory . . . . . . . 18 567,314 9 Net Income or (loss) from speCIaI events 10 Gross pro?t or (loss) from sales of Inventory 11 Other revenue aSee AdditIonal Data Table 12 Subtotal Add columns and . ?51,029 682,188 0 13 Total. Add line 12, columns and . . . . . . . . . . . . . . . . . 13 631,159 See worksheet In line 13 Instructions to verI calculatIons Relationship of Activities to the Accomplishment of Exempt Purposes Explain below how each actIVIty for which Income Is reported In column of Part XVI-A contributed Importantly to the accompIIshment of the foundation's exempt purposes (other than by prOVIding funds for such purposes) (See InstructIons Line No. Form 990-PF (2017) Form 990-PF (2017) Page 13 Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations 1 Did the organization directly or indirectly engage In any of the followmg With any other organization described in section 501 of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations? Yes N0 a Transfers from the reporting foundation to a noncharitable exempt organization of (1) Cash. 1a(1) No (2) Other assets. 1a(2) No Other transactions (1) Sales of assets to a noncharitable exempt organization. 1b(1) No (2) Purchases of assets from a noncharitable exempt organization. 1b(2) No (3) Rental of faculties, eqUIpment, or other assets. 1b(3) No (4) Reimbursement arrangements. 1b(4) No (5) Loans or loan guarantees1b(5) No (6) Performance of serVIces or membership or fundraismg soIICItations. 1b(6) No Sharing of faCIlities, eqUIpment, mailing lists, other assets, or paid employees. is No If the answer to any of the above is "Yes," complete the followmg schedule Column should always show the fair market value of the goods, other assets, or serVIces given by the reporting foundation If the foundation recewed less than fair market value in any transaction or sharing arrangement, show in column the value of the goods, other assets, or serVIces received a Line No Amount involved Name of noncharitable exem ization Descri of transfers transactions and sham arra ts 2a Is the foundation directly or indirectly affiliated With, or related to, one or more tax-exempt organizations described in section 501(c) of the Code (other than section 501(c)(3)) or in section 5277. l:l Yes No If "Yes," complete the followmg schedule Name of organization Type of organization Description of relationship Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge 2018-05-08 May the IRS discuss this Here return With the preparer shown below Signature of officer or trustee Date Title (see Instr )9 Yes El No Print/Type preparer's name Preparer's Signature Date PTIN Check if self- employed h- P00446095 Jeff Smith 2018-05-08 Paid Preparer Firm's name Brown Edwards Company LLP Use Only Flrm's EIN P54-0504608 Firm's address 124 Newman Avenue Harrisonburg, VA 22801 Phone no (540) 434-6736 Form 990-PF (2017) Form 990PF Part Line 1 - List all officers, directors, trustees, foundation managers and their compensation Name and address Title, and average hours per week devoted to p05ition Compensation (If not paid, enter -0-) Contributions to employee benefit plans and deferred compensation Expense account, other allowances Derwood Chase Jr Pre5ident and trustee 0 0 1 92 400 Wellington Drive Charlotteswlle,VA 22903 Johanna Chase Secretary and trustee 0 0 0 0 21 400 Wellington Drive CharlotteSVIlle,VA 22903 Stuart Chase Vice-Pre5ident, 0 0 0 Treasurer 645 Plantation Ct 0 21 Charlotteswlle,VA 22903 Stephen Moore Regular Trustee 0 0 21 2011 Freedom Ln Falls Church,VA 22043 Cheryl 0 Chase Regular Trustee 0 0 0 21 4807 Ellensburg Dr Dallas, TX 75244 Alejandro A Chafuen Regular Trustee 0 0 0 1 92 2000 14th Street St 550 Arlington,VA 22201 John Goodman Regular Trustee 0 0 0 0 21 12770 C0it Rd St 800 Dallas,TX 75251 Walter Williams Regular Trustee 0 0 0 4400 Univer5ity Drive Fairfax, VA 22030 021 Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment ReCIpient If moment is an indIVIdual, Foundation Purpose of grant or Amount show any relationship to status of contribution any foundation manager rECIpient dd ame an a ress( ome or usmess) or substantial contributor a Paid during the year Acton Institute for the Study of Religion None 501(c)(3) To prowde general support 25,000 and Liberty Public Cha (charitable) 98 Fulton Street Grand Rapids, MI 49503 American Friends of the Institute of None 501(c)(3) To prowde general support 10,000 Economic Affairs Public Cha (charitable) 2000 North 14th Street 550 Arlington,VA 22201 Americans for Prosperity (National None 501(c)(4) To prowde general support 50,000 Chapter) Public Cha (charitable) 2111 Wilson Ste 350 Arlington,VA 22201 America's Future Foundation None 501(c)(3) To prowde general support 5,000 1513 16th Street NW Public Cha (charitable) Washington, DC 20036 Atlas Economic Research Foundation None 501(c)(3) To prowde general support 40,000 2000 North 14TH Street 550 Public Cha (charitable) Arlington, VA 22201 Total? 761,088 3a Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment 3a ReCIpient If moment is an indiVidual, Foundation Purpose of grant or Amount show any relationship to status of contribution Name and address (home or busmess) any foundation manager moment or substantial contributor a Paid during the year The Buckeye Institute for Public Policy None 501(c)(3) To prowde general support 5,000 Solutions Public Cha (charitable) 88 East Broad Street 1120 Columbus,OH 432153506 Cascade Policy Institute None 501(c)(3)(h) To prowde general support 12,000 4850 SW Scholls Ferry Road Public (charitable) 103 Portland, OR 97205 Cato Institute None 501(c)(3) To prowde general support 30,000 1000 Massachusetts Ave NW Public Cha (charitable) Washington, DC 20001 Citizen's CounCIl for Health Freedom None 501(c)(3) To prOVIde general support 2,500 161 St Anthony Avenue Ste 923 Public Cha (charitable) St Paul, MN 55103 Committee for a Constructive Tomorrow None 501(c)(3) To prowde general support 10,000 PO Box 65722 Public Cha (charitable) Washington, DC 20035 Total . 761,088 Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment 3a ReCIpient If FEClplent IS an indiVidual, Foundation Purpose of grant or Amount show any relationship to status of contribution Name and address (home or busmess) any foundation manager moment or substantial contributor a Paid during the year Competitive Enterprise Institute (DBA None 501(c)(3) To prowde general support 20,000 Network for Good) Public Cha (charitable) 1899 Street NW 12th Floor Washington, DC 20036 Federalist for Law Public Policy None 501(c)(3) To prowde general support 12,000 Studies Public Cha (charitable) 1776 I Street NW 300 Washington, DC 20006 Foundation for Economic Education None 501(c)(3) To prowde general support 12,000 1718 Peachtree Street NW 1048 Public Cha (charitable) Atlanta,GA 30309 Foundation for IndIVIdual Rights in None 501(c)(3) To prOVIde general support 15,000 Education Public Cha (charitable) 170 Independence Mall 510 Philadelphia, PA 19106 Franklin Center for Government and None 501(c)(3) To prowde general support 10,000 Public Integrity Public Cha (charitable) 1229 King Street 3rd Floor Alexandria, VA 22314 Total . 761,088 Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment 3a ReCIpient If moment is an indiVidual, Foundation Purpose of grant or Amount show any relationship to status of contribution Name and address (home or busmess) any foundation manager moment or substantial contributor a Paid during the year The Fraser Institute None Other Public To prowde general support 17,058 4th Floor 1770 Burrard Street Charity (charitable) Vancouver, British Columbia V6JBG7 CA Evergreen Freedom Foundation None 501(c)(3) To prowde general support 12,000 PO Box 552 Public Cha (charitable) Olympia, WA 98507 FreedomWorks None 501(c)(4) To prowde general support 22,000 400 North Capitol Street NW Public Cha (charitable) 765 Washington, DC 20001 The Fund for American Studies None 501(c)(3) To prOVIde general support 15,000 1706 New Hampshire Avenue NW Public Cha (charitable) Washington, DC 20009 Barry Goldwater Institute None 501(c)(3) To prowde general support 20,000 500 Coronado Road Public Cha (charitable) Phoenix,AZ 85018 Total . 761,088 Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment ReCIpient If moment is an indIVIduaI, Foundation Purpose of grant or Amount show any relationship to status of contribution any foundation manager rECIpient dd ame an a ress( ome or usmess) or substantial contributor a Paid during the year Goodman Institute for Public Policy None 501(c)(3) To prowde general support 10,000 Research Public Cha (charitable) 2645 South Bayshore Drive 1802 Miami, FL 33133 The Heartland Institute None 501(c)(3) To prOVIde general support 28,000 One Sount Wacker Drive 2740 Public Cha (charitable) Chicago, IL 60606 The Heritage Foundation (Center for None 501(c)(3) To prowde general support 10,000 Economic Growth) Public Cha (charitable) 214 Massachusetts Ave NE Washington, DC 20002 Hispanic American Center for Economic None 501(c)(3) To prowde general support 10,000 Research Public Cha (charitable) 910 17th Street NW 422 Washington, DC 200062605 The Independent Institute None 501(c)(3) To prowde general support 5,000 100 Swan Way Public Cha (charitable) Oakland,CA 946211428 Total? 761,088 3a Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment 3a Reapient IF moment is an indiVidual, Foundation Purpose of grant or Amount show any relationship to status of contribution Name and address (home or busmess) any foundation manager recipient or substantial contributor a Paid during the year Independent Woman's Forum None 501(c)(3) To prowde general support 7,000 1875 I Street NW 500 Public Cha (charitable) Washington, DC 20006 Institute for Energy Research None 501(c)(3) To prowde general support 15,000 1155 15th Street NW 900 Public Cha (charitable) Washington, DC 20005 Institute for Humane Studies None 501(c)(3) To prowcle general support 25,000 3434 Washington MS 1C5 Public Cha (charitable) Arlington,VA 22201 Institute for Justice None 501(c)(3) To prowde general support 35,000 901 Glebe Road 900 Public Cha (charitable) Arlington,VA 22203 Institute to Reduce Spending Inc None 501(c)(3) To prowde general support 4,000 PO Box 1031 Public Cha (charitable) Alexandria, VA 22313 Total . 761,088 Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment 3a ReCIpient If reapient IS an indiVidual, Foundation Purpose of grant or Amount show any relationship to status of contribution Name and address (home or busmess) any foundation manager or substantial contributor a Paid during the year Intercollegiate Studies Institute Inc None 501(c)(3) To prOVIde general support 3,000 3901 Road Public Cha (charitable) Wilmington, DE 19807 The James Madison Institute None 501(c)(3) To prowde general support 2,000 The Columns 100 North Duval Street Public Cha (charitable) Tallahassee, FL 32301 John Locke Foundation Inc None 501(c)(3) To prowde general support 10,000 200 West Morgan Street Public Cha (charitable) Raleigh,NC 27601 JudICIal Watch Inc None 501(c)(3) To prOVIde general support 10,000 415 Third Street SW 800 Public Cha (charitable) Washington, DC 20024 Kansas Policy Institute None 501(c)(3) To prowde general support 6,000 250 Water 216 Public Cha (charitable) Witchita, KS 67202 Total . 761,088 Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment Reapient IF moment is an indiVidual, Foundation Purpose of grant or Amount show any relationship to status of contribution Name and address (home or busmess) any foundation manager recipient or substantial contributor a Paid during the year Law Enforcement Against Prohibition Inc None 501(c)(3) To prowde general support 5,000 121 Mystic Avenue Public Cha (charitable) Medford, MA 02155 LudWIg von Mises Institute None 501(c)(3) To prowde general support 10,000 518 West Magnolia Avenue Public Cha (charitable) Auburn,AL 368324501 Mackinac Center for Public Policy None 501(c)(3) To prowcle general support 15,000 PO Box 568 140 West Main Street Public Cha (charitable) Midland, MI 48640 Manhattan Institute for Policy Research None 501(c)(3) To prowde general support 7,000 52 Vanderbilt Avenue Public Cha (charitable) New York, NY 10017 Maryland Public Policy Institute None 501(c)(3) To prowde general support 7,000 One Research Court 450 Public Cha (charitable) RockVIlle, MD 20850 Total . 761,088 3a Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment ReCIpient If reapient IS an indiVidual, Foundation Purpose of grant or Amount show any relationship to status of contribution any foundation manager or substantial contributor Name and address (home or busmess) a Paid during the year Mont Pelerin Box 7031 None 501(c)(3) To prOVIde general support 1,000 Alexandria,VA 22307 Public Cha (charitable) Montreal Economic Institute None Other Public To prOVIde general support 10,030 910 Peel Street 600 Charity (charitable) Montreal,Quebec H3C 2H8 CA The Monument Fund Box 483 None 501(c)(3) To prowde general support 500 CharlotteSVIlle,VA 22902 Public Cha (charitable) The Movmg Picture Institute None 501(c)(3) To prowde general support 15,000 375 GreenWIch Street Public Cha (charitable) New York, NY 10013 Pacific Legal Foundation930 Street None 501(c)(3) To prowde general support 15,000 Sacramento, CA 95814 Public Cha (charitable) Total? 761,088 3a Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment 3a ReCIpient If moment is an indIVIdual, Foundation Purpose of grant or Amount show any relationship to status of contribution Name and address (home or busmess) any foundation manager reapient or substantial contributor a Paid during the year PaCIfic Research Institute for Public None 501(c)(3) To prowde general support 10,000 Policy Public Cha (charitable) One Embarcadero Center 350 San FranCIsco, CA 94111 The Philadelphia Scolety None 501(c)(3) To prOVIde general support 10,000 11620 Rutan Circle Public Cha (charitable) Jerome, MI 492499530 PrOJect Veritas None 501(c)(3) To prowde general support 10,000 1214 Boston Post Road No 148 Public Cha (charitable) Mamaroneck, NY 10543 Property and EnVIronment Research None 501(c)(3) To prowde general support 12,000 Center Public Cha (charitable) 2048 Ana y5is Drive A Bozeman, MT 597186829 Reason Foundation5737 Mesmer Avenue None 501(c)(3) To prowde general support 32,000 Los Angeles, CA 90230 Public Cha (charitable) Total . 761,088 Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment ReCIpient If moment is an indiwdual, Foundation Purpose of grant or Amount show any relationship to status of contribution any foundation manager reopient or substantial contributor Name and address (home or busmess) a Paid during the year Rio Grande FoundationP Box 40336 None 501(c)(3) To prowde general support 8,000 Albuquerque, NM 87196 Public Cha (charitable) State Policy Network None 501(c)(3) To prowde general support 12,000 1655 North Fort Myer Drive Public Cha (charitable) 360 Arlington,VA 22209 Students for Liberty None 501(c)(3) To prowde general support 10,000 1101 17th Street NW 810 Public Cha (charitable) Washington, DC 20036 Talent Market LLC (CO Donors Trust) None 501(c)(3) To prowde general support 3,000 1800 Diagonal Road 280 Public Cha (charitable) Alexandria, VA 22314 Tax Foundation None 501(c)(3) To prowde general support 15,000 National Press Budding 529 14th Public Cha (charitable) Street NW 420 Washington, DC 200451000 Total? 761,088 3a Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment 3a ReCIpient If reCIpient IS an indiVidual, Foundation Purpose of grant or Amount show any relationship to status of contribution Name and address (home or busmess) any foundation manager moment or substantial contributor a Paid during the year Thomas Jefferson Institute For Public None 501(c)(3) To prowde general support 4,000 Policy Public Cha (charitable) 9035 Golden Sunset Lane Springfield,VA 22153 Virginia Institute for Public Policy None 501(c)(3) To prowde general support 15,000 282 Bald Rock Road Public Cha (charitable) Verona, VA 24482 Young Americans for Liberty None 501(c)(4) To prowde general support 10,000 PO Box 2751 Public Cha (charitable) Arlington,VA 22202 Total . 761,088 Form 990PF Part XVI-A Line 11 - Other revenue: Enter gross amounts unless otherWIse Indicated Unrelated busmess income Excluded by section 512, 513, or 514 Related or (C) exempt Busmess Amount Exclu5ion code Amount function income 11 Other revenue code (See the Instructions a 211110 -4,645 Ridgewood Energy Fund LLC Ordinary Income (Loss) 211110 -9,521 Ridgewood Energy Fund LLC Ordinary Income (Loss) 211110 -157 Western Drilling Program 2008-3 Ordinary Income (Loss) 211110 ?54 Western Drilling Program 2010-B Ordinary Income (Loss) 211110 -175 Western Drilling Program Badger/Bush Ordinary Income (Loss) 211110 -2,051 Ridgewood Energy BlueWater Qil Fund LLC Ordinary Income (Loss) 9 The Chase Gulf LLC Ordinary Income (L055) 211110 -34,642 211110 -4,988 Ridgewood Energy 0 Fund LLC Ordinary Income (Loss) i 211110 5,204 Portfolio America Asset Pool 1, LLC Ordinary Income (Loss) Iefile GRAPHIC print - DO NOT PROCESS As Filed Data - DLN: 93491131007148I TY 2017 Accounting Fees Schedule Name: The Chase Foundation of Virginia EIN: 54-1770697 Accounting Fees Schedule Category Amount Net Investment Adjusted Net Disbursements Income Income for Charitable Purposes Accounting Fees 5,525 0 5,525 Iefile GRAPHIC print - DO NOT PROCESS IAs Filed Data - DLN: 93491131007148I TY 2017 Investments Corporate Bonds Schedule Name: The Chase Foundation of Virginia EIN: 54?1770697 Investments Corporate Bonds Schedule Name of Bond End of Year Book End of Year Fair Value Market Value Corporate Bonds 3,066,280 3,027,270 Iefile GRAPHIC print - DO NOT PROCESS As Filed Data - DLN: 93491131007148] TY 2017 Investments Corporate Stock Schedule Name: The Chase Foundation of Virginia EIN: 54?1770697 Name of Stock End of Year Book End of Year Fair Value Market Value Common Stocks 3,503,288 4,043,781 Iefile GRAPHIC print - DO NOT PROCESS As Filed Data - DLN: 93491131007148I TY 2017 Investments Government Obligations Schedule Name: The Chase Foundation of Virginia EIN: 54-1770697 US Government Securities - End of Year Book Value: 3,969,210 US Government Securities - End of Year Fair Market Value: 3,931,565 State Local Government Securities - End of Year Book Value: 0 State Local Government Securities - End of Year Fair Market Value: 0 Iefile GRAPHIC print - DO NOT PROCESS IAs Filed Data - DLN: 93491131007148I TY 2017 Investments - Other Schedule Name: The Chase Foundation of Virginia EIN: 54?1770697 Investments Other Schedule 2 Category/ Item Listed at Cost or Book Value End of Year Fair FMV Market Value Mutual Funds FMV 3,587,813 3,603,353 Ridgewood Energy 0 Fund, L.L.C. FMV 0 6,380 Ridgewood Energy Fund, L.L.C. FMV 9,571 6,229 Ridgewood Energy Fund, L.L.C. FMV 1,947 14,317 Western Drilling Program 2008-B FMV 767 1,472 Western Drilling Program FMV 6,300 20,473 Western Drilling Program Badger Bush FMV 438 1,036 333,333 shares Zounds, Inc. Series A2 preferred FMV 25,000 25,000 stock Ridgewood Energy BlueWater OII Fund L.L.C. FMV 37,806 35,376 Portfolio America Asset Pool I, L.L.C. FMV 27,491 27,491 The Chase Gulf, L.L.C. FMV 226,860 472,206 AZ Hearing, L.L.C. FMV 67,572 67,572 Landmark DIVldend Growth Fund - J, L.L.C. FMV 300,939 300,939 Iefile GRAPHIC print - DO NOT PROCESS As Filed Data - TY 2017 Other Expenses Schedule Other Expenses Schedule Description Name: The Chase Foundation of Virginia EIN: 54-1770697 DLN: 93491131007148I Revenue and Net I nvestme nt Adjusted Net Disbursements for Expenses per Income Income Charitable Books Purposes Custody Fees/Portfollo Deductlons 5,841 5,841 0 Credlt Card Fees 379 0 379 Dues and 625 0 625 Iefile GRAPHIC print - DO NOT PROCESS IAs Filed Data - DLN: 93491131007148I TY 2017 Other Income Schedule Name: The Chase Foundation of Virginia EIN: 54-1770697 Other Income Schedule Description Revenue And Net Investment Adjusted Net Income Expenses Per Books Income Ridgewood Energy BIueWater Oil Fund LLC Royalty Income 4,635 4,635 4,635 Ridgewood Energy Fund LLC Ordinary Income (Loss) ?4,645 ?4,645 Ridgewood Energy 5 Fund LLC Ordinary Income (Loss) ?9,521 ?9,521 Western Drilling Program Ordinary Income (L055) ?157 ?157 Western Drilling Program 2010?5 Ordinary Income (Loss) ?54 ?54 Western Drilling Program Badger/Bush Ordinary Income (L055) ?175 ?175 Ridgewood Energy BIueWater QII Fund LLC Ordinary Income ?2,051 ?2,051 (Loss) The Chase OrdinaryIncome (Loss) ?34,642 ?34,642 Ridgewood Energy 0 Fund LLC Ordinary Income (Loss) ?4,988 ?4,988 Portfolio America Asset Pool I, LLC Ordinary Income (Loss) 5,204 5,204 Iefile GRAPHIC print - DO NOT PROCESS As Filed Data - DLN: 93491131007148I TY 2017 Other Increases Schedule Name: The Chase Foundation of Virginia EIN: 54-1770697 Description Amount Percentage Depletion 8,124 Rounding (Pass-Through EntltIES) 1 Limitation for Partnership with Negative Capital Account 2 lefile GRAPHIC print - DO NOT PROCESS As Filed Data - DLN: 93491131007148I TY 2017 Taxes Schedule Name: The Chase Foundation of Virginia EIN: 54-1770697 Category Amount Net Investment Adjusted Net Disbursements Income Income for Charitable Purposes Foreign Taxes 37 37 0 Federal Income Taxes - 2016 ExtenSIon Payment 2,531 0 0 Federal Income Taxes - 2017 Estimated Income Taxes 10,000 0 0 leflle GRAPHIC print DO NOT PROCESS As Filed Data DLN: 93491131007148 SChedU e Schedu'e of (Form 990, 990-EZ, or 990-PF) Attach to Form 990, 990-EZ, or 990-PF 201 7 Department of the Treasury Information about Schedule (Form 990, 990-EZ, or 990-PF) and Its Instructions is at Internal Revenue Sewice gov/form990 Name of the organization Employer identification number The Chase Foundation of Virginia 54-1770697 Organization type (check one) Filers of: Section: Form 990 or 990452 El 501 (enter number) organization El 4947(a)(1) nonexempt charitable trust not treated as a private foundation El 527 political organization Form 9904:): 501 exempt private foundation El 4947(a)(1) nonexempt charitable trust treated as a private foundation El 501 taxable private foundation Check if your organization IS covered by the General Rule or a Special Rule. Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Rule See instructions General Rule For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor Complete Parts I and II See instructions for determining a contributor's total contributions Special Rules For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331 3% support test of the regulations under sections 509(a)(1) and that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on Form 990, Part line 1h, or (ii) Form 990-EZ, line 1 Complete Parts I and II El For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor, during the year, total contributions of more than $1,000 exclusrvely for religious, charitable, SCIentific, literary, or educational purposes, or for the prevention of cruelty to children or animals Complete Parts I, II, and El For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor, during the year, contributions excluswei'y for religious, charitable, etc purposes, but no such contributions totaled more than $1,000 Ifthis box is checked, enter here the total contributions that were received during the year for an excluswei?y religious, charitable, etc purpose Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusrvely religious, charitable, etc contributions totaling $5,000 or more during the yearCaution. An organization that isn't covered by the General Rule and/or the Rules doesn't file Schedule (Form 990, 990-EZ, or 990-PF), but it must answer ?No" on Part IV, line 2, of its Form 990, or check the box on line of its Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing reqUIrements of Schedule (Form 990, 990-EZ, or 990-PF) For Paperwork Reduction Act Notice, see the Instructions Cat No 30613X Schedule (Form 990, 990-EZ, or BSD-PF) (2017) for Form 990, 990-EZ, or 990-PF Schedule (Form 990, QQO-EZ, or 990-PF) (2017) Page 2 Name of organization The Chase Foundation of Virginia 54-1770697 Employer identification number contributors (See Instructions) Use duplicate copies of Part I If additional sp ace is needed (bl (0) No. Name, address, and ZIP 4 Total contributions Type of contribution Person 1 - Derwood Chase Jr payroll l8001000 Noncash l:l Charlotteswlle, VA 229034897 (Complete Part II for noncash contributions (C) No. Name, address, and ZIP 4 Total contributions Type of contribution Person l:l Payroll l:l Noncash l:l (Complete Part II for noncash contributions (bl (C) No. Name, address, and ZIP 4 Total contributions Type of contribution Person l:l Payroll l:l Noncash l:l (Complete Part II for noncash contributions (C) No. Name, address, and ZIP 4 Total contributions Type of contribution Person l:l Payroll l:l Noncash l:l (Complete Part II for noncash contributions (bl (C) No. Name, address, and ZIP 4 Total contributions Type of contribution Person l:l Payroll l:l 5 Noncash l:l (Complete Part II for noncash contributions (bl (0) No. Name, address, and ZIP 4 Total contributions Type of contribution Person l:l Payroll l:l Noncash l:l (Complete Part II for noncash contributions Schedule (Form 990, 990-EZ, or 990-PF) (2017) Schedule (Form 990, 990-EZ, or 990-PF) (2017) Page 3 Name of organization The Chase Foundation of Employer identification number 54-1770697 Part II Noncash Property (See Instructlons) Use dupllcate coples of Part II If additional space Is needed (C) . No. from Part I Descriptlon of noncash property glven FEZe?thj?g?itr) Date received (6) . No. from Part I Descriptlon of noncash property glven FEZe?thj?g?itr) Date received (6) . No. from Part I Descriptlon of noncash property glven FEZe?thj?g?itr) Date received (6) - No. from Part I Descriptlon of noncash property glven nge?gsj?g?gr) Date received (6) - No. from Part I Descriptlon of noncash property glven nge?g?j?rg?f) Date received (6) - No. from Part I Descriptlon of noncash property glven Date received Schedule (Form 990, 990-EZ, or 990-PF) (2017) Schedule (Form 990, 990-EZ, or 990-PF) (2017) Name of organization The Chase Foundation of Page 4 Employer identification number 54-1770697 Exclusrvely religlous, charltable, etc., contributions to organlzations in sectlon 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns through and the followmg line entry. For organlzations completing Part enter the total of exclusively rellgious, charitable, etc., contributions of $1,000 or less for the year. (Enter Informatlon once. See Instructlons.) Use duplicate COPIES of Part If space IS needed a . . . . . No. Part Purpose of Use of of how Is held Transfer of Transferee's name, address, and ZIP 4 of transferor to transferee a . . . . . No. Part Purpose of Use of of how Is held Transfer of Transferee's name, address, and ZIP 4 of transferor to transferee a . . . . . No. Part Purpose of gift Use of Descriptlon of how Is held Transfer of Transferee's name, address, and ZIP 4 of transferor to transferee a . . . . . No. Part Purpose of Use of of how Is held Transfer of Transferee's name, address, and ZIP 4 of transferor to transferee Schedule (Form 990, 990-EZ, or 990-PF) (2017)