2014-05-13T08:06:58-05:00 2013-12-31 540504608 Brown Edwards & Company LLP 124 Newman Avenue Harrisonburg VA 22801 990PF 2013-01-01 541770697 The Chase Foundation of Virginia CHAS 4342939104 300 Preston Avenue No 500 Charlottesville VA 229025096 Derwood S Chase Jr President 4342939104 2014-05-09 1 Jeff Smith P00446095 5404346736 2014-05-08 2013 2015-12-30 17:16:21Z X 18019642 X 1600000 566 566 222311 222311 535195 11940816 535195 -20111 0 2337961 758072 0 0 0 5375 0 5375 56 56 0 7326 22 0 5702 0 5702 21587 21437 150 40046 21515 11227 715000 715000 755046 21515 726227 1582915 736557 2084671 6496172 6496172 24162 1133 24162 24162 88000 6968108 1502031 1500800 825155 765107 675961 2851233 4933863 4859871 2958858 3649083 4462676 15777158 17370418 18019642 0 0 X 15777158 17370418 0 0 0 0 15777158 17370418 15777158 17370418 15777158 1582915 10347 17370420 2 17370418 Publicly Traded Securities P 11388101 11402478 -14377 -14377 Dell, Inc. - Class Action Suit Proceeds P 2005-06-15 2013-01-09 10 10 10 Gilead Sciences, Inc. - Class Action Suit Proceeds P 2011-05-16 2013-10-04 50 50 50 Ridgewood Energy L Fund, L.L.C. - Final Year Adj. (Syndication Costs) P 2004-08-25 2013-10-15 3143 -3143 -3143 Ridgewood Energy L Fund, L.L.C. - Final Year Adj. (Unused Basis) P 2004-08-25 2013-10-15 2 2 2 Ridgewood Energy N Fund, L.L.C. - Final Year Adj. (Unused Basis) P 2004-12-29 2013-10-15 1 1 1 Western Wylie #1 - Final Year Adj. (Final Distribution) P 2011-05-16 2013-04-08 145 145 145 Capital Gains Dividends P 552507 552507 552507 535195 0 915292 16022305 0.057126 901364 16093242 0.056009 679764 15775048 0.043091 758875 12757047 0.059487 529213 9784319 0.054088 0.269801 0.053960 16122489 869970 7366 877336 726227 14731 0 14731 0 14731 4679 4679 15 10067 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 300 Preston Avenue Suite 500 Charlottesville VA 229025096 0 0 0 1 1 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 1028 Stuart F Chase 645 Plantation Ct Charlottesville VA 22903 Vice-President, Treasurer 0.21 0 0 89 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 14002929 2304459 60621 16368009 0 0 16368009 245520 16122489 806124 806124 14731 14731 791393 0 791393 0 791393 726227 0 726227 0 726227 791393 0 0 53199 125137 103214 125933 407483 726227 0 0 0 726227 0 65166 65166 342317 0 0 0 0 0 0 0 342317 113170 103214 125933 Derwood S Chase Jr Derwood S Chase Jr 300 Preston Avenue Suite 500 Charlottesville VA 229025096 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 161 Ottawa Avenue NW Suite 301 Grand Rapids MI 49503 None Other Public Charity To provide general support (charitable) 25000 American Friends of the Institute of Economic Affairs 2000 North 14th Street Suite 550 Arlington VA 22201 None Other Public Charity To provide general support (charitable) 10000 American Spectator Foundation Inc 1611 North Kent Street Suite 901 Arlington VA 22209 None Other Public Charity To provide general support (charitable) 5000 Americans for Prosperity (National Chapter) 2111 Wilson Blvd Ste 350 Arlington VA 22201 None Other Public Charity To provide general support (charitable) 50000 Atlas Economic Research Foundation 2000 North 14TH Street Suite 550 Arlington VA 22201 None Other Public Charity To provide general support (charitable) 40000 Buckeye Institute for Public Policy Solutions 88 East Broad Street Suite 1120 Columbus OH 432153506 None Other Public Charity To provide general support (charitable) 5000 Cascade Policy Institute 813 SW Alder Suite 450 Portland OR 97205 None Other Public Charity To provide general support (charitable) 12000 Cato Institute 1000 Massachusetts Ave NW Washington DC 20001 None Other Public Charity To provide general support (charitable) 25000 Citizen's Council for Health Freedom 161 St Anthony Avenue Ste 923 St Paul MN 55103 None Other Public Charity To provide general support (charitable) 2500 Committee for a Constructive Tomorrow PO Box 65722 Washington DC 20035 None Other Public Charity To provide general support (charitable) 10000 Competitive Enterprise Institute 1001 Connecticut Avenue NW Suite 1250 Washington DC 20036 None Other Public Charity To provide general support (charitable) 19000 Families Against Mandatory Minimums 1612 K Street NW Suite 700 Washington DC 20006 None Other Public Charity To provide general support (charitable) 2000 Federalist Society for Law & Public Policy Studies 1015 18th Street NW Suite 425 Washington DC 200361480 None Other Public Charity To provide general support (charitable) 12000 Foundation for Economic Education 30 South Broadway IrvingtononHudson NY 10533 None Other Public Charity To provide general support (charitable) 12000 Foundation for Individual Rights in Education 601 Walnut Street Suite 510 Philadelphia PA 19106 None Other Public Charity To provide general support (charitable) 15000 Foundation for Research on Economics and the Environment 662 Ferguson Road Bozeman MT 59718 None Other Public Charity 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) 20000 Freedom Foundation PO Box 715 Selma AL 36701 None Other Public Charity To provide general support (charitable) 12000 FreedomWorks 601 Pennsylvania Avenue NW North Bldg Ste 700 Washington DC 20004 None Other Public Charity To provide general support (charitable) 15000 Fund for American Studies 1706 New Hampshire Avenue NW Washington DC 20009 None Other Public Charity To provide general support (charitable) 14000 Future of Freedom Foundation 11350 Random Hills Road Suite 800 Fairfax VA 22030 None Other Public Charity To provide general support (charitable) 12000 Goldwater Institute 500 E Coronado Road Phoenix AZ 85018 None Other Public Charity To provide general support (charitable) 12000 Heartland Institute 19 South LaSalle Suite 903 Chicago IL 60603 None Other Public Charity To provide general support (charitable) 28000 Hispanic American Center for Economic Research 910 17th Street NW Suite 422 Washington DC 200062605 None Other Public Charity To provide general support (charitable) 10000 Independent Institute 100 Swan Way Oakland CA 946211428 None Other Public Charity To provide general support (charitable) 8000 Independent Women's Forum 1875 I Street NW Suite 500 Washington DC 20006 None Other Public Charity To provide general support (charitable) 2000 Institute for Energy Research 6524 San Felipe PMB 287 Houston TX 770572611 None Other Public Charity To provide general support (charitable) 5000 Institute for Humane Studies 3301 North Fairfax Drive Suite 440 Arlington VA 222014432 None Other Public Charity To provide general support (charitable) 12000 Institute for Justice 901 N Glebe Rd Ste 900 Arlington VA 22203 None Other Public Charity To provide general support (charitable) 35000 Institute to Reduce Spending Inc PO Box 2013 Alexandria VA 22313 None Other Public Charity To provide general support (charitable) 3000 Intercollegiate Studies Institute Inc 3901 Centerville Road Wilmington DE 19807 None Other Public Charity To provide general support (charitable) 3000 James Madison Institute PO Box 37460 Tallahassee FL 32315 None Other Public Charity To provide general support (charitable) 2000 John Locke Foundation 200 W Morgan 200 Raleigh NC 27601 None Other Public Charity To provide general support (charitable) 10000 Kansas Policy Institute 250 N Water Suite 216 Witchita KS 67202 None Other Public Charity To provide general support (charitable) 3000 Law Enforcement Against Prohibition 121 Mystic Avenue Medford MA 02155 None Other Public Charity To provide general support (charitable) 4000 Locke Institute 5188 Dungannon Road Fairfax VA 22030 None Other Public Charity To provide general support (charitable) 13000 Ludwig von Mises Institute 518 West Magnolia Avenue Auburn AL 368324501 None Other Public Charity To provide general support (charitable) 10000 Mackinac Center for Public Policy 140 West Main Street / PO Box 568 Midland MI 48640 None Other Public Charity To provide general support (charitable) 15000 Manhattan Institute for Policy Research 52 Vanderbilt Avenue New York NY 10017 None Other Public Charity To provide general support (charitable) 5000 Mont Pelerin Society PO Box 7031 Alexandria VA 22307 None Other Public Charity To provide general support (charitable) 1000 Montreal Economic Institute 1010 Sherbrooke St West Suite 930 Montreal Quebec CA H3A 2R7 None Other Public Charity To provide general support (charitable) 10000 Moving Picture Institute 375 Greenwich Street New York NY 10013 None Other Public Charity To provide general support (charitable) 5000 National Center for Policy Analysis 12770 Coit Rd Suite 800 Dallas TX 75251 None Other Public Charity To provide general support (charitable) 36000 Pacific Legal Foundation 3900 Lennane Drive Suite 200 Sacramento CA 95834 None Other Public Charity To provide general support (charitable) 10000 Pacific Research Institute for Public Policy 755 Sansome Street Suite 450 San Francisco CA 94111 None Other Public Charity To provide general support (charitable) 15000 Philadelphia Society 11620 Rutan Circle Jerome MI 492499530 None Other Public Charity To provide general support (charitable) 1000 Property and Environment Research Center 2048 Analysis Drive Suite A Bozeman MT 597186829 None Other Public Charity To provide general support (charitable) 12000 Reason Foundation 3415 S Sepulveda Blvd Suite 400 Los Angeles CA 90034 None Other Public Charity To provide general support (charitable) 32000 Rio Grande Foundation P O Box 40336 Albuquerque NM 87196 None Other Public Charity To provide general support (charitable) 10000 State Policy Network 2020 North 14th Street Suite 250 Arlington VA 22201 None Other Public Charity To provide general support (charitable) 10000 Talent Market LLC (CO Donors Trust) 1490 Greenshade Way Mount Pleasant SC 29464 None Other Public Charity To provide general support (charitable) 3000 Tax Foundation 529 14th Street NW Suite 420 Washington DC 200451000 None Other Public Charity To provide general support (charitable) 15000 Thomas Jefferson Institute for Public Policy 9035 Golden Sunset Lane Springfield VA 22153 None Other Public Charity To provide general support (charitable) 4000 Virginia Institute for Public Policy 7326 Early Marker Court Gainesville VA 201551865 None Other Public Charity To provide general support (charitable) 28000 Reason Foundation 3415 S Sepulveda Blvd Suite 400 Los Angeles CA 90034 None Other Public Charity To provide support (charitable) for building campaign 10000 The Philanthropy Roundtable 1730 M Street NW Suite 601 Washington DC 20036 None Other Public Charity To provide general support (charitable) 500 715000 0 14 566 14 222311 18 1477 18 535195 Ridgewood Energy I Fund LLC ordinary loss 211110 1937 Ridgewood Energy L Fund LLC ordinary income 211110 -18225 Ridgewood Energy N Fund LLC ordinary income 211110 1441 Ridgewood Energy O Fund LLC ordinary loss 211110 916 Ridgewood Energy P Fund LLC ordinary income 211110 -2336 Ridgewood Energy Q Fund LLC ordinary loss 211110 3938 Ridgewood Energy R Fund ordinary loss 211110 -914 Ridgewood Energy S Fund LLC ordinary income 211110 8593 Western Drilling Program 2008-B ordinary income 211110 1373 Western Drilling Program 2010-B ordinary income 211110 18340 Western Drilling Program Badger/Bush ordinary income 211110 1116 Portfolio America Asset Pool I LLC ordinary income 211110 -2809 Ridgewood Energy BlueWater Qil Fund III LLC ordinary loss 211110 -14977 The Chase Gulf LLC Oil & Gas ordinary loss 211110 -18976 The Chase Gulf LLC non-Oil & Gas ordinary loss 211110 -1005 -21588 759549 0 737961 0 0 0 0 0 0 0 0 0 0 X X 1 Derwood S Chase Jr 300 Preston Avenue Suite 500 Charlottesville VA 229025096 1600000 X Accounting Fees 5375 0 5375 Corporate Bonds 4933863 4859871 Common Stocks 765107 675961 1502031 1500800 0 0 Mutual Funds FMV 3070555 3801828 Ridgewood Energy I Fund, L.L.C. FMV 10868 10123 Ridgewood Energy L Fund, L.L.C. FMV 0 0 Ridgewood Energy N Fund, L.L.C. FMV 0 0 Ridgewood Energy O Fund, L.L.C. FMV 56426 11285 Ridgewood Energy P Fund, L.L.C. FMV 24396 24561 Ridgewood Energy Q Fund, L.L.C. FMV 33022 12334 Ridgewood Energy R Fund, L.L.C. FMV 6037 1278 Ridgewood Energy S Fund, L.L.C. FMV 37609 17745 Western Drilling Program 2008-B FMV 3297 8949 Western Drilling Program 2010-B FMV 19969 79589 Western Drilling Program Badger & Bush FMV 1542 5589 333,333 shares Zounds, Inc. Series A2 preferred stock FMV 25000 25000 422,415 shares OurStage, Inc. Series B preferred stock FMV 106660 190087 Ridgewood Energy BlueWater Oil Fund III, L.L.C. FMV 68946 73563 Portfolio America Asset Pool I, L.L.C. FMV 84790 84790 The Chase Gulf, L.L.C. FMV 99966 115955 Rounding (Pass-Through Entities) 2 Custody Fees 6436 6436 0 Credit Card Fees 150 0 150 Portfolio Deductions - from K-1 (The Chase Gulf LLC) 15001 15001 0 STCG from K-1 (Portfolio America Asset Pool I, LLC) 12 0 12 LTCG from K-1 (Portfolio America Asset Pool I, LLC) 1332 0 1332 LTCG from Oil & Gas K-1 (Ridgewood Energy L Fund, L.L.C.) -24 0 -24 LTCG from Oil & Gas K-1 (Western Drilling Program 2010-B) 157 0 157 Ridgewood Energy I Fund LLC ordinary loss 1937 1937 Ridgewood Energy L Fund LLC ordinary income -18225 -18225 Ridgewood Energy N Fund LLC ordinary income 1441 1441 Ridgewood Energy O Fund LLC ordinary loss 916 916 Ridgewood Energy P Fund LLC ordinary income -2336 -2336 Ridgewood Energy Q Fund LLC ordinary loss 3938 3938 Ridgewood Energy R Fund ordinary loss -914 -914 Ridgewood Energy S Fund LLC ordinary income 8593 8593 Western Drilling Program 2008-B ordinary income 1373 1373 Western Drilling Program 2010-B ordinary income 18340 18340 Western Drilling Program Badger/Bush ordinary income 1116 1116 Portfolio America Asset Pool I LLC ordinary income -2809 -2809 Ridgewood Energy BlueWater Qil Fund III LLC ordinary loss -14977 -14977 The Chase Gulf LLC Oil & Gas ordinary loss -18976 -18976 The Chase Gulf LLC non-Oil & Gas ordinary loss -1005 -1005 Percentage Depletion 10347 Foreign Taxes 22 22 0 2012 Form 990-PF Extension (Form 8868) Payment made in 2013 7304 0 0