2024-05-13T08:19:27-05:00 2023-12-31 540505857 McGuireWoods LLP PO Box 397 Richmond VA 232180397 990PF 2023-01-01 546362175 The Anne C Robins & Walter R Robins Jr Foundation ANNE 8047751047 PO Box 397 Richmond VA 232180397 Rita M Smith Vice Pres / Treasurer 8047948230 2024-05-13 1 Rita Smith 999009999 1 Bradley A Ridlehoover P01320241 8047751000 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 12429381 X X 222121 222121 478614 1455601 478614 700735 700735 5612 0 0 13538 0 13538 64129 0 0 28325 0 0 111604 0 13538 650000 650000 761604 0 663538 -60869 700735 1009099 236813 236813 4101662 3697235 10201816 857933 1973773 1990750 2 2 2 5968696 5907823 12429381 0 0 X 5968696 5907823 0 0 0 0 5968696 5907823 5968696 5907823 5968696 -60869 0 5907827 4 5907823 Publicly Traded Securities P 124851 127686 -2835 -2835 Publicly Traded Securities P 1284816 849301 435515 435515 Capital Gains Dividends P 45934 45934 45934 478614 9740 0 9740 0 9740 16400 0 0 0 16400 0 6660 6660 0 0 0 0 0 0 0 0 0 0 0 1 1 VA 1 0 0 0 0 1 None Benjamin S Candland co McGuireWoods LLP 8047751047 800 East Canal Street Richmond VA 232193916 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Karen O'Grady Atwood PO Box 26150 Richmond VA 232606150 President 0.05 0 0 0 Rita M Smith 2530 Salisbury Road Midlothian VA 23113 Vice President / Treasurer 3.00 5612 0 0 Hilary Smith 2530 Salisbury Road Midlothian VA 23113 Secretary 0.05 0 0 0 NONE 0 Bank of America Private Wealth Mgt 114 West 47th Street New York NY 100361510 Investment Mgt 64104 0 The Anne C. Robins & Walter R. Robins, Jr. Foundation makes grants to qualifying charitable organizations and does not carry on charitable activities directly. 0 0 11051911 665422 0 11717333 0 0 11717333 175760 11541573 577079 577079 9740 9740 567339 0 567339 0 567339 663538 0 663538 567339 0 0 118233 79831 47011 28398 64981 338454 663538 0 0 0 567339 96199 0 0 434653 0 0 0 0 0 0 118233 316420 79831 47011 28398 64981 96199 X Bon Secours Richmond Health Care Foundation 5008 Monument Avenue 2nd Floor Richmond VA 23230 None Public Rappahannock General Hospital Campaign 20000 Chesterfield Henrico CASA Inc 9457 Amberdale Drive Richmond VA 23236 None Public Support Abused and Neglected Children 11000 Children's Museum of Richmond 2626 W Broad Street Richmond VA 23220 None Public Performing Arts Programming at Downtown and Chesterfield locations 5000 Commonwealth Catholic Charities 1512 Willowlawn Drive Richmond VA 23230 None Public Edward Smith Building (ten of ten-year commitment) 100000 Elijah House Academy 6255 Warwick Road Richmond VA 23224 None Public Scholarships 14000 FETCH A Cure 5609 Patterson Ave Suite D Richmond VA 23226 None Public Lumps and Bumps Clinic 50000 Fore Children (Virginia State Golf Association Foundation) 600 Founders Bridge Blvd Midlothian VA 23113 None Public Various projects for underserved children who attend golf camps 30000 Friends of Hollywood Cemetery 412 South Cherry Street Richmond VA 23220 None Public Assist with Fence Project 15000 Lewis Ginter Botanical Gardens 1800 Lakeside Avenue Richmond VA 232284700 None Public Thrive Campaign (two of three-year commitment) 25000 Library of Virginia Foundation 800 E Broad Street Richmond VA 23219 None Public Support Exhibit of Indigenous Perspectives 5000 Maymont Foundation 1700 Hampton Street Richmond VA 23220 None Public New Roof ($16,000) and Restoration of Curator's Choice ($4,000) 20000 Randolph-Macon College 114 College Avenue Ashland VA 23005 None Public Outfitting Nursing School (Payne Hall) 10000 Richmond Animal League 11401 International Drive Richmond VA 23226 None Public Medical Care of Animals 10000 Richmond Friends of the Homeless 4600 Jaydee Dr Moseley VA 23120 None Public Charitable Support of Underserved Children 10000 Ronald McDonald House Charities of Richmond 2330 Monument Avenue Richmond VA 23220 None Public Capital Campaign (two of two-year commitment) 25000 Southwest Virginia Public Education Foundation Inc One College Avenue Wise VA 242934400 None Public Summer Institute K-12 for Biodiversity at UVA College at Wise 30000 St John's Church Foundation 2319 East Broad Street Richmond VA 23223 None Public Support Liberty or Death Historical Reenactments 10000 The National D-Day Memorial 3 Overlord Circle Bedford VA 24523 None Public Robins Amphitheater 25000 The Rose Group for Cross-Cultural Understanding 616 E Street NW Suite 909 Washington DC 20004 None Public ChinaFest 15000 The Virginia Foundation for Independent Colleges 8010 Ridge Road Suite B Richmond VA 232297288 None Public Brighter Future Scholarship Fund 10000 Thomas Jefferson Foundation (Monticello) PO Box 316 Charlottesville VA 22902 None Public Support of High Priority Painting Conservation 20000 Union Presbyterian Seminary Inc 3401 Brook Rd Richmond VA 23227 None Public Technology Upgrades 5000 VCU - School of the Arts PO Box 842519 Richmond VA 232842519 None Public Creaform Handheld 3D Scanner 15000 Commonwealth Alliance of Rural Colleges (formerly Virginia College Fund) 6002A West Broad Street Suite 201 Richmond VA 23220 None Public Scholarships 10000 Virginia Museum of Fine Arts 200 N Arthur Ashe Blvd Richmond VA 23220 None Public Renovation of Leslie Cheek Theater 15000 Virginia Museum of History & Culture (formerly Virginia Historical Society) 428 N Arthur Ashe Blvd Richmond VA 23220 None Public Operational Support and Julia Childs Exhibit 20000 Woodrow Wilson Presidential Library Foundation (WWPL) Post Office Box 24 Staunton VA 24402 None Public Exhibits, Endowment and Operational Support as part of Capital Campaign 50000 World Pediatric Project 7201 Glen Forest Drive Suite 304 Richmond VA 23226 None Public Global Pediatric Health Care Initiative 15000 YWCA 6 North Fifth Street Richmond VA 23219 None Public School and Community Health Programs 10000 George C Marshall Foundation PO Box 1600 Lexington VA 24450 None Public Window Restoration in Library 15000 NextUp RVA 3409 Moore St Richmond VA 23230 None Public After School Programs for 5 Richmond Public Middle Schools 5000 VCU - Institute for Contemporary Art 601 W Broad Street Richmond VA 232842545 None Public Levels Up Academy 10000 Medical College of Virginia Foundation - Brain Health Initiative 1228 East Broad Street Richmond VA 23298 None Public Alzheimer's Program 20000 650000 0 14 222121 18 478614 0 700735 0 700735 0 0 0 0 0 0 0 0 0 0 100,000 pv Philip Morris Intl Inc Unsecd Sr Nt Call 04/01/24 102507 99070 100,000 pv Comcast Corp New Sr Unsecd Nt Call 08/15/25 108997 98654 100,000 pv Morgan Stanley GLB 91706 95554 100,000 pv Amazon.com Inc GLB 99907 99818 100,000 pv Simon Property Group 96171 97693 100,000 pv Home Depot Inc GLB 96854 98038 100,000 pv National Rural Util Corp 98949 99817 100,000 pv Bank of NY Mellon Corp 100604 94454 100,000 pv Union Pacific Corp 93049 95666 100,000 pv UnitedHealth Group Inc 95520 96900 100,000 pv PNC Financial Services 104589 94921 100,000 pv IBM Corp 98650 100550 100,000 pv JPMorgan Chase & Co 98635 101564 100,000 pv Meta Platforms Inc 98667 102532 100,000 pv John Deere Capital Corp 98893 101802 100,000 pv Target Corp 95618 101183 100,000 pv Thermo Fisher Scientific 98567 103376 100,000 pv Public Storage Company 97559 103721 100,000 pv Charles Schwab Corp 101084 105387 100,000 pv Pfizer Investment Enter Company 97247 100050 500 shs Abbvie Inc 30459 77485 250 shs Becton Dickinson & Co 25785 60958 175 shs Berkshire Hathaway Inc 24829 62416 100 shs Blackrock Inc 26796 81180 700 shs Centiene Corp 22079 51947 32,705.873 shs Columbia Div Inc Fund 367319 1014863 275 shs Costco Whsl Corp 31307 181522 430 shs Dow Inc 17428 23581 150 shs General Dynamics Corp 21954 38951 150 shs Goldman Sachs Group Inc 24415 57866 250 shs Home Depot Inc 22814 86638 250 shs Honeywell Intl Inc 23891 52428 2,780 shs IShares Edge Msci USA Quality Factor Etf 253022 409049 650 shs JPMorgan Chase & Co 35845 110565 400 shs Johnson & Johnson 30836 62696 300 shs Lilli Eli & Co 23210 174876 600 shs Merck & Co Inc 27925 65412 150 shs Northrop Grumman Corp 13733 70221 500 shs Pfizer Inc 16498 14395 883 shs RTX (Raytheon Technologies) Corp 41262 74296 500 shs Salesforce Com Inc 11821 131570 1,030 shs Select Sector Spdr Tr Industrial 73198 117410 500 shs Texas Instrs Inc 24079 85230 350 shs Travelers Cos Inc 23626 66672 581 shs Truist Finl Corp 9827 21451 550 shs Visa Inc 16310 143193 300 shs Carrier Global Corp 5721 17235 430 shs Cortieva Inc 8924 20606 150 shs Otis Worldwide Corp 8001 13421 1,000 shs Vanguard Mid-Cap Etf 115361 232640 4,100 shs Vanguard Small-Cap Etf 412315 874653 600 shs Eaton Corp Plc 30564 144492 336 shs Health Care Select SPDR 28832 45824 300 shs Meta Platforms Inc Cl A 31070 106188 3,571.807 shs Eaton Vance Atlanta Cap Smid-Cap 64128 136657 17,031.755 shs John Hancock Fds III Disciplined Value Mid Cap Fund 169977 466177 95 shs Air Products & Chem 26710 26011 1,300 shs Alphabet Inc 29645 181597 1,300 shs Amazon Com Inc 5522 197522 220 shs Cheniere Energy 36493 37556 435 shs Chevron Corp 51214 64885 750 shs Devon Energy 51517 33975 580 shs Sector Spdr Energy 52147 48627 360 shs Sempra 27822 26903 285 shs Valero Energy Corp New 15190 37050 1,135 shs Vanguard Total Stk Mkt ETF 161777 269245 930 shs Vanguard 500 Index Fund 246604 406224 2,000 shs Apple Inc 35616 385060 5,300 shs IShares Russell 1000 Value Etf 377108 875825 5,350 shs Ishares Russell 1000 Growth 239097 1621960 920 shs Microsoft Corp 28885 345957 3,300 shs IShares Msci Eafe Etf 196727 248655 McGuireWoods LLP, Legal Fees 13538 0 13538 Lots 29-30, Block #8, Plan of Larchmont 1 1 1 Lots 31-32-33, Block #8, Plan of Larchmont 1 1 1 Rounding 4 Bank of America, Agency Fees 64104 0 0 SCC Annual Fee 25 0 0 2022 Overpayment Applied to 2023 0 0 0 Real Estate Taxes 39 0 0 2023 Estimated Taxes 16400 0 0 2022 Balance Due 11886 0 0