2019-05-16T10:23:26-05:00 2018-12-31 540504608 Brown Edwards & Company LLP 1909 Financial Drive Harrisonburg VA 22801 990PF 2018-01-01 541770697 The Chase Foundation of Virginia CHAS 4342939104 350 Old Ivy Way No 100 Charlottesville VA 229034897 Derwood S Chase Jr President 4342939104 2019-05-09 1 Jeff Smith P00446095 5404346736 2019-05-06 206.248.228.130 2019-05-09 17:34:18 ED P CE530EA759AC3AF6BB0EECEF8950573E07121913 D0156BD46B4B1FE921C9503B1D7FFBF99E37DBAB 2018 2019-02-21 02:37:17Z X 15824406 X X 1351 1351 148975 148975 418936 8964246 418936 13222 4440 582484 573702 0 0 0 5575 0 5575 48 0 48 17781 655 0 9828 0 9828 29120 28185 935 62352 28840 16386 758000 758000 820352 28840 774386 -237868 544862 1403261 2805663 2805663 93784 31934 93784 93784 156000 0 156000 156000 156000 3969210 1985214 1975845 3503288 3727733 3683540 3066280 2893074 2840914 4292504 4536638 4268660 16422477 16198106 15824406 0 0 X 16422477 16198106 0 0 0 0 16422477 16198106 16422477 16198106 16422477 -237868 13499 16198108 2 16198106 Publicly Traded Securities P 8530142 8529564 578 578 Short-Term Capital Gain/(Loss) - Landmark Dividend Growth Tund - J, L.L.C. P 8240 -8240 -8240 Long-Term Capital Gain/(Loss) - Landmark Dividend Growth Tund - J, L.L.C. P 56113 56113 56113 Western Drilling 2008-B (Final Year Adj. - Unused Basis) P 767 -767 -767 Western Drilling 2010-B (Final Year Adj. - Unused Basis) P 6300 -6300 -6300 Western Badger & Bush (Final Year Adj. - Unused Basis) P 439 -439 -439 Capital Gains Dividends P 377991 377991 377991 418936 0 796356 16440766 0.048438 774269 15782062 0.049060 804276 16599454 0.048452 785164 17250357 0.045516 726227 16122489 0.045044 0.236510 0.047302 16712817 790550 5449 795999 774386 10897 0 10897 0 10897 13600 0 0 13600 0 2703 2703 0 0 0 0 0 0 0 0 0 0 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 Derwood S Chase Jr 400 Wellington Drive Charlottesville VA 22903 President and trustee 1.92 0 0 0 Johanna B Chase 400 Wellington Drive Charlottesville VA 22903 Secretary and trustee 0.21 0 0 0 Stuart F Chase 645 Plantation Ct Charlottesville VA 22903 Vice-President, Treasurer 0.21 0 0 0 Stephen Moore 2011 Freedom Ln Falls Church VA 22043 Regular Trustee 0.21 0 0 0 Cheryl O Chase 4807 Ellensburg Dr Dallas TX 75244 Regular Trustee 0.21 0 0 0 Alejandro A Chafuen PhD 2000 N 14th Street St 550 Arlington VA 22201 Regular Trustee 1.92 0 0 0 John C Goodman 12770 Coit Rd St 800 Dallas TX 75251 Regular Trustee 0.21 0 0 0 Walter E Williams 4400 University Drive Fairfax VA 22030 Regular Trustee 0.21 0 0 0 NONE 0 NONE 0 0 14655742 2123119 188466 16967327 0 0 16967327 254510 16712817 835641 835641 10897 10897 824744 0 824744 0 824744 774386 0 774386 0 774386 824744 0 0 0 774386 0 0 0 774386 0 0 0 0 0 0 0 0 50358 0 0 0 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. Acton Institute for the Study of Religion and Liberty 98 E Fulton Street Grand Rapids MI 49503 None 501(c)(3) Public Cha To provide general support (charitable) 28000 Adam Smith Institute 23 Great Smith Street London England UK SW1P 3DJ None Other Public Charity To provide general support (charitable) 7000 American Friends of the Institute of Economic Affairs 2000 North 14th Street Suite 550 Arlington VA 22201 None 501(c)(3) Public Cha To provide general support (charitable) 10000 American Private Radio 619 Grove Forest Way Oxford MS 38655 None 501(c)(3) Public Cha To provide general support (charitable) 5000 Americans for Prosperity (National Chapter) 2111 Wilson Blvd Ste 350 Arlington VA 22201 None 501(c)(3) Public Cha To provide general support (charitable) 25000 America's Future Foundation 1513 16th Street NW Washington DC 20036 None 501(c)(3) Public Cha To provide general support (charitable) 5000 Atlas Economic Research Foundation 2000 North 14TH Street Suite 550 Arlington VA 22201 None 501(c)(3) Public Cha To provide general support (charitable) 30000 The Atlas Society 1001 Connecticut Avenue NW 425 Washington DC 20036 None 501(c)(3) Public Cha To provide general support (charitable) 5000 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 Buckeye Institute 88 East Broad Street Suite 1120 Columbus OH 432153506 None 501(c)(3) Public Cha To provide general support (charitable) 5000 Cascade Policy Institute 4850 SW Scholls Ferry Road Suite 103 Portland OR 97205 None 501(c)(3)(h) Public To provide general support (charitable) 12000 Cato Institute 1000 Massachusetts Ave NW Washington DC 20001 None 501(c)(3) Public Cha To provide general support (charitable) 30000 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) 2500 Competitive Enterprise Institute (DBA Network for Good) 1899 L Street NW 12th Floor Washington DC 20036 None 501(c)(3) Public Cha To provide general support (charitable) 20000 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) 12000 Foundation for Economic Education 1718 Peachtree Street NW Suite 1048 Atlanta GA 30309 None 501(c)(3) Public Cha To provide general support (charitable) 12000 Foundation for Government Accountability 15275 Collier Boulevard Suite 201-279 Naples FL 34119 None 501(c)(3) Public Cha To provide general support (charitable) 5000 Foundation for Individual Rights in Education 170 S Independence Mall W Suite 510 Philadelphia PA 19106 None 501(c)(3) Public Cha To provide general support (charitable) 15000 The Fraser Institute 4th Floor 1770 Burrard Street Vancouver British Columbia CA V6J3G7 None Other Public Charity To provide general support (charitable) 23000 Free the People Fight the Power Foundation 611 Pennsylvania Avenue SE 259 Washington DC 20003 None 501(c)(3) Public Cha To provide general support (charitable) 5000 Freedom Foundation PO Box 552 Olympia WA 98507 None 501(c)(3) Public Cha To provide general support (charitable) 12000 FreedomWorks 400 North Capitol Street NW Suite 765 Washington DC 20001 None 501(c)(4) Public Cha To provide general support (charitable) 25000 Fund for American Studies 1706 New Hampshire Avenue NW Washington DC 20009 None 501(c)(3) Public Cha To provide general support (charitable) 15000 Goldwater Institute 500 E Coronado Road Phoenix AZ 85004 None 501(c)(3) Public Cha To provide general support (charitable) 20000 Goodman Institute for Public Policy Research 2645 South Bayshore Drive 1802 Miami FL 33133 None 501(c)(3) Public Cha To provide general support (charitable) 12000 Heartland Institute One Sount Wacker Drive 2740 Chicago IL 60606 None 501(c)(3) Public Cha To provide general support (charitable) 28000 Heritage Foundation (Center for Economic Growth) 214 Massachusetts Ave NE Washington DC 20002 None 501(c)(3) Public Cha To provide general support (charitable) 10000 Hispanic American Center for Economic Research 910 17th Street NW Suite 422 Washington DC 200062605 None 501(c)(3) Public Cha To provide general support (charitable) 10000 Independent Institute 100 Swan Way Oakland CA 946211428 None 501(c)(3) Public Cha To provide general support (charitable) 5000 Independent Woman's Forum 1875 I Street NW Suite 500 Washington DC 20006 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 3434 Washington Blvd MS 1C5 Arlington VA 22201 None 501(c)(3) Public Cha To provide general support (charitable) 25000 Institute for Justice 901 N Glebe Road Suite 900 Arlington VA 22203 None 501(c)(3) Public Cha To provide general support (charitable) 35000 Institute for Spending Reform PO Box 1031 Alexandria VA 22313 None 501(c)(3) Public Cha To provide general support (charitable) 4000 Intercollegiate Studies Institute Inc 3901 Centerville Road Wilmington DE 19807 None 501(c)(3) Public Cha To provide general support (charitable) 3000 James Madison Institute The Columns 100 North Duval Street Tallahassee FL 32301 None 501(c)(3) Public Cha To provide general support (charitable) 2000 John Locke Foundation Inc 200 West Morgan Street Raleigh NC 27601 None 501(c)(3) Public Cha To provide general support (charitable) 10000 Judicial Watch Inc 415 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 Suite 216 Witchita KS 67202 None 501(c)(3) Public Cha To provide general support (charitable) 6000 Law Enforcement Action Partnership 121 Mystic Avenue Medford MA 02155 None 501(c)(3) Public Cha To provide general support (charitable) 5000 Ludwig von Mises Institute 518 West Magnolia Avenue Auburn AL 368324501 None 501(c)(3) Public Cha To provide general support (charitable) 10000 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) 7000 Maryland Public Policy Institute One Research Court Suite 450 Rockville MD 20850 None 501(c)(3) Public Cha To provide general support (charitable) 7000 Mont Pelerin Society PO Box 7031 Alexandria VA 22307 None 501(c)(3) Public Cha To provide general support (charitable) 1000 Montreal Economic Institute 910 Peel Street Suite 600 Montreal Quebec CA H3C 2H8 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) 15000 Pacific Legal Foundation 930 G Street Sacramento CA 95814 None 501(c)(3) Public Cha To provide general support (charitable) 15000 Pacific Research Institute for Public Policy One Embarcadero Center Suite 350 San Francisco CA 94111 None 501(c)(3) Public Cha To provide general support (charitable) 10000 The Philadelphia Society 11620 Rutan Circle Jerome MI 492499530 None 501(c)(3) Public Cha To provide general support (charitable) 2000 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 1214 Boston Post Road No 148 Mamaroneck NY 10543 None 501(c)(3) Public Cha To provide general support (charitable) 10000 Property and Environment Research Center 2048 Analysis Drive Suite A Bozeman MT 597186829 None 501(c)(3) Public Cha To provide general support (charitable) 12000 Reason Foundation 5737 Mesmer Avenue Los Angeles CA 90230 None 501(c)(3) Public Cha To provide general support (charitable) 32000 Rio Grande Foundation Inc P O Box 40336 Albuquerque NM 87196 None 501(c)(3) Public Cha To provide general support (charitable) 7000 The Rutherford Institute 923 Gardens Blvd Charlottesville VA 22901 None 501(c)(3) Public Cha To provide general support (charitable) 5000 State Policy Network 1655 North Fort Myer Drive Suite 360 Arlington VA 22209 None 501(c)(3) Public Cha To provide general support (charitable) 12000 Students for Liberty 1101 17th Street NW Suite 810 Washington DC 20036 None 501(c)(3) Public Cha To provide general support (charitable) 10000 Talent Market LLC (CO Donors Trust) 1800 Diagonal Road Suite 280 Alexandria VA 22314 None 501(c)(3) Public Cha To provide general support (charitable) 3000 Tax Foundation National Press Building 529 14th Street NW Suite 420 Washington DC 200451000 None 501(c)(3) Public Cha To provide general support (charitable) 15000 Thomas Jefferson Institute for Public Policy 9035 Golden Sunset Lane Springfield VA 22153 None 501(c)(3) Public Cha To provide general support (charitable) 5000 Turning Point USA 217 1/2 E Illinois Street Lemont IL 60439 None 501(c)(3) Public Cha To provide general support (charitable) 10000 Virginia Council on Economic Education 301 West Main Street Vox 844000 Richmond VA 232844000 None 501(c)(3) Public Cha To provide general support (charitable) 1000 Virginia Institute for Public Policy 282 Bald Rock Road Verona VA 24482 None 501(c)(3) Public Cha To provide general support (charitable) 15000 Young Americans for Liberty PO Box 2751 Arlington VA 22202 None 501(c)(4) Public Cha To provide general support (charitable) 10000 758000 0 14 1351 14 148975 15 4440 18 418936 Ridgewood Energy Q Fund LLC Ordinary Income (Loss) 211110 -2132 Ridgewood Energy S Fund LLC Ordinary Income (Loss) 211110 177 Landmark Dividend Growth Fund - J, L.L.C. - Net Rental Real Estate Income 211110 3951 Ridgewood Energy BlueWater Qil Fund III LLC Ordinary Income (Loss) 211110 -2003 The Chase Gulf LLC Ordinary Income (Loss) 211110 -30645 Ridgewood Energy O Fund LLC Ordinary Income (Loss) 211110 16451 Portfolio America Asset Pool I, LLC Ordinary Income (Loss) 211110 2573 Ridgewood Energy O Fund LLC Section 1231 Gain (Loss) 211110 15231 Ridgewood Energy S Fund LLC Section 1231 Gain (Loss) 211110 5179 8782 573702 0 582484 0 0 0 0 0 0 0 0 0 0 Accounting Fees 5575 0 5575 Corporate Bonds 2893074 2840914 Common Stocks 3727733 3683540 1985214 1975845 0 0 Mutual Funds FMV 3969815 3463543 Ridgewood Energy Q Fund, L.L.C. FMV 7274 15756 Ridgewood Energy S Fund, L.L.C. FMV 7936 6029 333,333 shares Zounds, Inc. Series A2 preferred stock FMV 25000 25000 Ridgewood Energy BlueWater Oil Fund III, L.L.C. FMV 36253 22568 Portfolio America Asset Pool I, L.L.C. FMV 20073 20073 The Chase Gulf, L.L.C. FMV 203807 425261 AZ Hearing, L.L.C. FMV 173927 173927 Landmark Dividend Growth Fund - J, L.L.C. FMV 60020 60020 Ridgewood Energy O Fund, L.L.C. FMV 32533 56483 PY Basis Limitation for Partnership with Negative Capital Account 2 Custody Fees/Portfolio Deductions 28185 28185 0 Credit Card Fees 220 0 220 Dues and Memberships 715 0 715 Ridgewood Energy BlueWater Oil Fund III LLC Royalty Income 4440 4440 4440 Ridgewood Energy Q Fund LLC Ordinary Income (Loss) -2132 -2132 Ridgewood Energy S Fund LLC Ordinary Income (Loss) 177 177 Landmark Dividend Growth Fund - J, L.L.C. - Net Rental Real Estate Income 3951 3951 Ridgewood Energy BlueWater Qil Fund III LLC Ordinary Income (Loss) -2003 -2003 The Chase Gulf LLC Ordinary Income (Loss) -30645 -30645 Ridgewood Energy O Fund LLC Ordinary Income (Loss) 16451 16451 Portfolio America Asset Pool I, LLC Ordinary Income (Loss) 2573 2573 Ridgewood Energy O Fund LLC Section 1231 Gain (Loss) 15231 15231 Ridgewood Energy S Fund LLC Section 1231 Gain (Loss) 5179 5179 Percentage Depletion 13498 Rounding (Pass-Through Entities) 1 Foreign Taxes 655 655 0 Federal Income Taxes - Balance Due with 2017 Form 990-PF 3526 0 0 Federal Income Taxes - 2018 Estimated Income Taxes 13600 0 0