2024-05-01T10:57:30-05:00 2023-12-31 920460586 PWC US TAX LLP 655 NEW YORK AVE NW STE 1100 WASHINGTON DC 20001 990PF 2023-01-01 546064982 LUCK COMPANIES FOUNDATION LUCK 8044766438 PO BOX 29682 RICHMOND VA 23242 WANDA ORTWINE TREASURER 8044766438 2024-05-01 1 WANDA ORTWINE 999009999 1 SARAH REMSKI P01261267 2024141000 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 17964617 X X 7377 7377 347273 347273 445749 1279487 445749 1479 1479 0 801878 801878 0 0 0 0 0 2000 1000 0 1000 129327 109327 0 20000 6814 5249 0 0 91 91 0 0 138232 115667 0 21000 1199346 1199346 1337578 115667 0 1220346 -535700 686211 0 2367892 1130016 1130016 8141061 8836193 16834601 10508953 9966209 17964617 0 0 X 10508953 9966209 0 0 0 0 10508953 9966209 10508953 9966209 10508953 -535700 0 9973253 7044 9966209 17,181 SHS - STORE CAPITAL CORP P 2023-02-03 554087 435605 118482 118482 1,890 SHS - VERIZON COMMUNICATIONS INC P 2023-07-11 66099 103239 -37140 -37140 334 SHS - O'REILLY AUTOMOTIVE P 2023-05-08 315396 83615 231781 231781 171 SHS - O'REILLY AUTOMOTIVE P 2023-07-11 166170 41814 124356 124356 5,082 SHS - VERIZON COMMUNICATIONS INC P 2023-07-11 177735 169465 8270 8270 445749 0 9538 0 9538 0 9538 12504 0 0 0 12504 0 2966 2966 0 0 0 0 0 0 0 0 0 0 0 1 1 VA 1 0 0 0 1 1 WWW.LUCKCOMPANIES.COM/OUR-IMPACT WANDA ORTWINE 8044766438 LUCK COMPANIES FOUNDATION RICHMOND VA 23242 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CHARLES S LUCK IV PO BOX 29682 RICHMOND VA 23242 PRESIDENT AND DIRECTOR 1.00 0 0 0 DOUGLAS DR PALMORE PO BOX 29682 RICHMOND VA 23242 SECRETARY AND DIRECTOR 1.00 0 0 0 WANDA ORTWINE PO BOX 29682 RICHMOND VA 23242 TREASURER AND DIRECTOR 1.00 0 0 0 LISA P LUCK PO BOX 29682 RICHMOND VA 23242 VICE PRESIDENT AND DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 THE FOUNDATION MAKES GRANTS TO QUALIFYING PUBLIC CHARITIES AND HAS NO SIGNIFICANT INVOLVEMENT IN ANY DIRECT CHARITABLE ACTIVITY. GRANTS FOR THE YEAR TOTALED $1,199,346.00 0 0 15854214 1537640 0 17391854 0 0 17391854 260878 17130976 856549 856549 9538 9538 847011 0 847011 0 847011 1220346 0 1220346 847011 0 0 4503 4043 8546 1220346 0 0 0 847011 373335 0 0 381881 0 0 0 0 0 0 4503 377378 4043 373335 LUCK COMPANIES FOUNDATION PO BOX 29682 RICHMOND VA 23242 8044766438 FOUNDATION@LUCKCOMPANIES.COM BY APPLICATION AT WWW.LUCKCOMPANIES.COM/OUR-IMPACT THE FOUNDATION ACCEPTS ROLLING ADMISSIONS, AND AS SUCH, HAS NO SUBMISSION DEADLINE. WE HAVE AREAS OF PREFERENCE, BUT WE DO GIVE OUTSIDE OF THESE AREAS ON OCCASION. OUR FOCUS AREAS ARE VALUES-BASED LEADERSHIP AND ENVIRONMENTAL STEWARDSHIP. AMERICAN FOREST FOUNDATION 2000 M STREET NW STE 550 WASHINGTON DC 20036 PC MATCHING GIFT-COMMUNITY 50 COMPASSION INTERNATIONAL 12290 VOYAGER PARKWAY COLORADO SPRINGS CO 80921 PC MATCHING GIFT - COMMUNITY 50 THE COMMUNITY FOUNDATION INC 3409 MOORE STREET RICHMOND VA 23230 PC TO AID THE MISSION OF SUPPORTING THE COMMUNITY 15660 THE COMMUNITY FOUNDATION INC 3409 MOORE STREET RICHMOND VA 23230 PC TO AID THE MISSION OF SUPPORTING THE COMMUNITY 2500 THE COMMUNITY FOUNDATION INC 3409 MOORE STREET RICHMOND VA 23230 PC TO AID THE MISSION OF SUPPORTING THE COMMUNITY 250000 THE COMMUNITY FOUNDATION INC 3409 MOORE STREET RICHMOND VA 23230 PC TO AID THE MISSION OF SUPPORTING THE COMMUNITY 250000 THE COMMUNITY FOUNDATION INC 3409 MOORE STREET RICHMOND VA 23230 PC TO AID THE MISSION OF SUPPORTING THE COMMUNITY 10800 THE COMMUNITY FOUNDATION INC 3409 MOORE STREET RICHMOND VA 23230 PC TO AID THE MISSION OF SUPPORTING THE COMMUNITY 225000 THE COMMUNITY FOUNDATION INC 3409 MOORE STREET RICHMOND VA 23230 PC TO AID THE MISSION OF SUPPORTING THE COMMUNITY 200000 THE COMMUNITY FOUNDATION INC 3409 MOORE STREET RICHMOND VA 23230 PC TO AID THE MISSION OF SUPPORTING THE COMMUNITY 3260 THE COMMUNITY FOUNDATION INC 3409 MOORE STREET RICHMOND VA 23230 PC TO AID THE MISSION OF SUPPORTING THE COMMUNITY 14200 THE COMMUNITY FOUNDATION INC 3409 MOORE STREET RICHMOND VA 23230 PC TO AID THE MISSION OF SUPPORTING THE COMMUNITY 5000 THE COMMUNITY FOUNDATION INC 3409 MOORE STREET RICHMOND VA 23230 PC TO AID THE MISSION OF SUPPORTING THE COMMUNITY 6800 THE COMMUNITY FOUNDATION INC 3409 MOORE STREET RICHMOND VA 23230 PC TO AID THE MISSION OF SUPPORTING THE COMMUNITY 86000 THE COMMUNITY FOUNDATION INC 3409 MOORE STREET RICHMOND VA 23230 PC TO AID THE MISSION OF SUPPORTING THE COMMUNITY 6350 THE COMMUNITY FOUNDATION INC 3409 MOORE STREET RICHMOND VA 23230 PC TO AID THE MISSION OF SUPPORTING THE COMMUNITY 100000 THE COMMUNITY FOUNDATION INC 3409 MOORE STREET RICHMOND VA 23230 PC TO AID THE MISSION OF SUPPORTING THE COMMUNITY 16000 CONGAREE RIVERKEEPER PO BOX 5294 COLUMBIA SC 29250 PC MATCHING GIFT-COMMUNITY 26 SOUTH CENTRAL VIRGINIA FELLOWSHIP OF CHRISTIAN ATHLETES 1129 SCHOOL RD DILLWYN VA 23936 PC MATCHING GIFT-COMMUNITY 50 THE COMMUNITY FOUNDATION INC 3409 MOORE STREET RICHMOND VA 23230 PC TO AID THE MISSION OF SUPPORTING THE COMMUNITY 7600 1199346 0 14 7377 14 347273 18 1479 18 445749 0 801878 0 801878 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION FEES 2000 1000 0 1000 AIR PRODUCTS & CHEMICALS INC 233739 273800 ALPHABET INC 317074 1051338 ALTRIA GROUP INC 359820 435793 APPLE INC 159468 1266847 BERKSHIRE HATHAWAY INC 302109 1485133 BLACKROCK INC 422954 832907 CARMAX INC 115272 316015 CHURCH & DWIGHT CO INC 453032 487740 CISCO SYSTEMS INC 103382 338383 COCA-COLA CO 69256 189755 FEDEX CORP 462501 589420 FISERV INC 487584 597780 HOME DEPOT INC 345732 693100 JOHNSON & JOHNSON 383644 407524 LOWES CO'S INC 78344 693911 NEWMARKET CORP 301057 635346 NORFOLK SOUTHERN CORP 228457 668719 O'REILLY AUTOMOTIVE INC 167860 660306 OLD DOMINION FREIGHT LINE 226918 405330 PFIZER INC 346356 238957 PROGRESSIVE CORP 145515 668976 SCHWAB (CHARLES) CORP 386772 626768 STARBUCKS CORP 418713 457584 TEXAS INSTRUMENTS INC 377221 579564 VISA INC 28487 400418 NESTLE 379012 523804 ALBERMALE CORP 505378 297340 REPUBLIC SERVICES INC 472240 532494 CHEVRON CORP 558296 479549 RETURN OF CAPITAL ADJUSTMENT 7044 FOREIGN ADR FEES 91 91 0 0 INCOME ACCRUALS 1479 1479 0 ASSET MANAGEMENT FEES 94730 94730 0 0 ADMN FEES - INV. CUSTODY FEES 14597 14597 0 0 ADMINISTRATIVE EXPENSES - COMMUNITY FOUNDATION 20000 0 0 20000 FOREIGN TAXES 5249 5249 0 0 FEDERAL TAXES 1565 0 0 0