2024-08-21T09:30:30-07:00 2023-12-31 830368487 BOYCE SPADY & MOORE PLC 1013 W Washington Street Suffolk VA 23434 990PF 2023-01-01 542014304 THE JOTOM FOUNDATION JOTO 7572550846 1795 CHERRY GROVE ROAD NORTH SUFFOLK VA 23432 WILLIAM T SPENCE Chairman 2024-08-21 true true Robert M Moore Jr P00063540 7575392953 X 2023 2024-08-08 14:25:15Z X 1051974 X X 48 48 48 28345 28345 28345 -804 631224 27589 28393 28393 235 2575 452 16351 19613 0 0 27400 27400 47013 0 27400 -19424 28393 28393 33890 22166 22166 129940 154940 129940 129940 396212 452974 452974 395621 446894 446894 980663 1051974 1051974 0 X 980663 1051974 980663 1051974 980663 1051974 980663 -19424 90735 1051974 1051974 TDA AMERITRADE #4835 SALES S/T P 2023-01-01 2023-01-01 47138 45561 1577 1577 TDA AMERITRADE #4835 SALES L/T P 2000-01-01 2023-01-01 58325 60477 -2152 -2152 CHARLES SCHWAB #2797 SALES S/T P 2023-01-01 2023-01-01 18456 18819 -363 -363 CHARLES SCHWAB #2797 SALES L/T P 2000-01-01 2023-01-01 11622 11750 -128 -128 TD AMERITRADE #8938 SALES S/T P 2023-01-01 2023-01-01 77180 77708 -528 -528 TD AMERITRADE #8938 SALES L/T P 2000-01-01 2023-01-01 61419 55311 6108 6108 CHARLES SCHWAB #3599 SALES S/T P 2023-01-01 2023-01-01 47343 49174 -1831 -1831 CHARLES SCHWAB #3599 SALES L/T P 2000-01-01 2023-01-01 21129 21257 -128 -128 TD AMERITRADE #8937 SALES S/T P 2023-01-01 2023-01-01 143282 146416 -3134 -3134 TD AMERITRADE #8937 L/T P 2000-01-01 2023-01-01 1156 1197 -41 -41 CHARLES SCHWAB #5748 SALES S/T P 2023-01-01 2023-01-01 30789 31652 -863 -863 CHARLES SCHWAB #5748 SALES L/T P 2000-01-01 2023-01-01 9081 9603 -522 -522 TD AMERITRADE #8934 SALES S/T P 2023-01-01 2023-01-01 39310 39069 241 241 TD AMERITRADE #8934 SALES L/T P 2000-01-01 2023-01-01 26080 24721 1359 1359 CHARLES SCHWAB #8523 SALES S/T P 2023-01-01 2023-01-01 23550 23651 -101 -101 CHARLES SCHWAB #8523 SALES L/T P 2000-01-01 2023-01-01 15364 15662 -298 -298 -804 -5002 395 395 395 1416 1416 1021 1021 false false false false false false false false true true true false false false true N/A BOYCE SPADY & MOORE PLC 7575392953 1013 W WASHINGTON ST Suffolk VA 23434 false false false false false false false false false false false false false false false false false false false false false false WILLIAM T SPENCE 1795 CHERRY GROVE ROAD NORTH SUFFOLK VA 23432 Chairman 0.00 0 LINDA J SPENCE 1795 CHERRY GROVE ROAD NORTH SUFFOLK VA 23432 Director 0.00 0 JENNIFER S SPENCE 1795 CHERRY GROVE ROAD NORTH SUFFOLK VA 23432 Director 0.00 0 WILLIAM T SPENCE JR 1795 CHERRY GROVE ROAD NORTH SUFFOLK VA 23432 Director 0.00 0 NONE NONE Donations to Colonial Virginia Council #595, Boy Scouts of America. 25000 Donations to WHRO, a public broadcasting station. 2400 836739 23538 0 860277 0 860277 12904 847373 42369 X 27400 27400 X 28393 27643 44379 34971 135386 24134 23497 37722 29725 115078 27400 25000 26200 26200 104800 27400 25000 26200 26200 104800 1051974 980663 1151441 1011468 4195546 0 STEPHEN R JACKSON 100 BANK STREET SUFFOLK VA 23434 7579355225 WRITTEN REQUEST NONE NONE COLONIAL VIRGINIA COUNCIL-BSA 11834 CANON BLVD STE L NEWPORT NEWS VA 23606 NONE 501c3 VIRGINIA BSA COUNCIL THAT PROMOTES QUALITY YOUTH PROGRAMS FOR BOYS. 25000 WHRO PUBLIC TELEVISION STATION 5200 HAMPTON BOULEVARD NORFOLK VA 23508 NONE 501c3 PROMOTION OF QUALITY PROGRAMING FOR PUBLIC TELEVISION VIEWERS. 2400 27400 48 28345 -804 27589 27589 3 THE POLICY OF THE ORGANIZATION IS TO MAINTAIN THE CORPUS OF THEIR INVESTMENTS AND PAY EXPENSES. THE ORGANIZATION WAS ORGANIZED EXCLUSIVELY FOR EDUCATION AND CHARITABLE PURPOSES, INCLUDING MAKING DISTRIBUTIONS TO ORGANIZATIONS THAT QUALIFY AS 501(C)(3) ORGANIZATIONS, AND MORE SPECIFICALLY TO RECEIVE AND ADMINISTER FUNDS FOR SUCH CHARITABLE AND EDUCATIONAL PURPOSES, ALL FOR THE PUBLIC BY BEQUEST, DEVISE, GIFT, PURCHASE, OR LEASE.THE ORGANIZATION'S INTENTION IS TO MAXIMIZE THE RETURN ON INVESTMENT. false false false false false false false false false false BOYCE SPADY & MOORE PLC 2575 0 0 0 TD Ameritrade #918-044835 Stocks TD Ameritrade #938-088937 Stocks TD Ameritrade Acct 938-088934 Stocks Charles Schwab #1176-2797 Schedule 2 301657 301657 Charles Schwab #8206-8523 Schedule 3 151317 151317 TD Ameritrade Acct 938-088934 ETFs FMV TD Ameritrade #938-088937 ETFs FMV TD Ameritrade #938-088938 ETFs FMV Charles Schwab #2409-5748 Schedule 1 FMV 173225 173225 Charles Schwab #8206-8523 Schedule 3 FMV 45139 45139 Charles Schwab #5471-3599 Schedule 4 FMV 228530 228530 LAW OFFICES OF STEPHEN R JACKSON 235 0 0 0 ADMINSTRATION FEES ON INVESTMENTS 16326 REGISTRATION FEE 25 FEDERAL INCOME TAX 450 FOREIGN TAX 2