2024-08-22T13:50:33-07:00 2024-04-30 161429437 JOHN P WHITTY CPA P C 5727 WATERFORD LANE CLARENCE CENTER NY 14032 990PF 2023-05-01 161587254 LORINDA McANDREW VOELKLE FOUNDATION LORI 7168667200 c/oDBEYER 19046 FOUNDERS KNOLL TERR MIDLOTHIAN VA 23113 DAVID BEYER TRUSTEE 7168667200 2024-08-05 true JOHN P WHITTY P00078233 7165650066 2024-08-22 2023 2024-08-08 14:25:15Z X 2142862 X X 64918 64918 -4212 325888 0 0 0 60706 64918 48000 48000 0 5250 5250 15874 15874 685 685 0 241 241 70050 16559 53491 75000 75000 145050 16559 128491 -84344 48359 40115 25455 25455 0 0 96072 95950 93701 971161 914724 1727905 77276 28894 28981 0 220678 253627 266820 0 0 0 0 1405302 1318650 2142862 0 0 0 0 0 X 1405302 1318650 1405302 1318650 1405302 1318650 1405302 -84344 -2308 1318650 1318650 29000 APPLE BOND P 2013-05-13 2023-05-03 29000 0 28454 546 0 0 0 546 400SH LIFE STORAGE P 2017-05-16 2023-05-17 52611 0 19915 32696 0 0 0 32696 20000 M&T BOND P 2022-07-11 2023-07-26 20000 0 20000 0 0 0 0 0 368 SH IMPERIAL BRANDS P 2013-07-17 2023-09-18 8110 0 13565 -5455 0 0 0 -5455 200 SH 3M P 2019-05-15 2023-09-18 20319 0 30172 -9853 0 0 0 -9853 19807.154 SH BLACKROCK INC OPPORTUNITIES P 2019-01-01 2023-12-20 186385 0 198297 -11912 0 0 0 -11912 1000 SH VODAPHONE P 2018-12-31 2023-12-20 8452 0 19177 -10725 0 0 0 -10725 32 SH SANDOZ P 2013-06-28 2024-02-21 1011 0 520 491 0 0 0 491 -4212 672 0 672 0 672 1314 1314 -1314 642 642 false false false false false false false true true VA false false false false false true N/A DAVID BEYER 7168667200 19046 FOUNDERS KNOLL TERRACE MIDLOTHIAN VA 23113 false false false false true false false false false false false false false false false false false false false false false false DAVID BEYER 19046 FOUNDERS KNOLL TERRACE MIDLOTHIAN VA 23113 TRUSTEE 3.00 36000 0 0 SUSAN BEYER 19046 FOUNDERS KNOLL TERRACE MIDLOTHIAN VA 23113 TRUSTEE 0.50 12000 0 0 NONE 0 NONE 0 REDUCE OPERATING COSTS AND INCREASE PROGRAM ACCOMPLISHMENTS OF VARIOUS NON PROFIT ENTITIES IN HEALTH CARE AND PERFORMING ARTS. SEE PART XIV 0 1855503 32785 234086 2122374 0 2122374 31836 2090538 104527 104527 672 672 103855 103855 103855 128491 128491 103855 0 0 0 0 0 0 128491 0 103855 24636 24636 0 0 0 0 0 24636 0 0 0 0 24636 LORINDA McANDREW VOELKLE X TTHE CLEVELAND CLINIC FOUNDATION 9500 EUCLID AVE CLEVELAND OH 44195 PC GEN OPERATING 10000 VCU CANCER CENTER PO BOX 980214 RICHMOND VA 23298 PC GEN OPERATING 15000 KLEINHANS MUSIC HALL 3 SYMPHONY CIRCLE BUFFALO NY 14201 PC GEN OPERATING 5000 0 SHEAS PERFORMING ARTS CENTER 646 MAIN ST BUFFALO NY 14202 PC GEN OPERATING 15000 KEVIN GUEST HOUSE 782 ELLICOTT ST BUFFALO NY 14203 PC GEN OPERATING 5000 BON SECOURS HEALTH CARE 7229 FOREST AVE RICHMOND VA 23226 PC GEN OPERATING 15000 SWIFT CREEK MILL THEATRE PO BOX 41 COLONIAL HEIGHTS VA 23834 PC GEN OPERATING 10000 75000 14 64918 18 -4212 -4212 60706 -4212 56494 . . false false false false false false false false false false 29000 APPLE BOND 2013-05 Purchased 2023-05 29000 28454 546 400 SH LIFE STORAGE 2017-05 Purchased 2023-05 52611 19915 32696 20000 M&T BOND 2022-07 Purchased 2023-07 20000 20000 0 368 SH IMPERIAL BRANDS 2013-07 Purchased 2023-09 8110 13565 -5455 200SH 3M 2019-05 Purchased 2023-09 20319 30172 -9853 19807.154SH BLACKROCK INC OPPORTUNITIES Purchased 2023-12 186385 198297 -11912 1000SH VODAPHONE 2018-12 Purchased 2023-12 8452 19177 -10725 32SH SANDOZ 2013-06 Purchased 2024-03 1011 520 491 MUTUAL FUND 253627 266820 MISCL 241 241 COST BASIS ADJ -2308 TRUBEE COLLINS INVESTMENT ADVISORY 15874 15874 FOREIGN W/H 685 685