2025-04-09T12:45:40-05:00 2024-12-31 541149263 YOUNT HYDE & BARBOUR PC PO BOX 2560 WINCHESTER VA 226041760 990PF 2024-01-01 546087146 WHITFIELD FOUNDATION WHIT 8043797508 13530 STONEGATE RD MIDLOTHIAN VA 23113 NEEDHAM B WHITFIELD PRESIDENT AND TREASURER 8043797508 2025-04-07 1 0 OLIVIA A HUTTON CPA P00964688 5406623417 2025-04-07 2024 2025-03-06 01:10:19Z X 1469184 X X 56754 56754 5028 36897 5028 61782 61782 0 0 0 1300 0 0 2202 0 0 3502 0 0 68500 68500 72002 0 68500 -10220 61782 9774 7573 7573 546262 418088 418088 784041 902472 1043523 250 250 0 1340327 1328383 1469184 0 0 X 1340327 1328383 1340327 1328383 1340327 1328383 1340327 -10220 0 1330107 1724 1328383 CAPITAL GAINS DIVIDENDS 4271 4271 4271 FIRST TR SR FLTG RATE INCOME F COM, FCT, 33733U108 2024-04-09 2024-12-16 3117 3055 62 62 FIRST TR SR FLTG RATE INCOME F COM, FCT, 33733U108 2024-05-28 2024-12-16 2078 2074 4 4 FIRST TR SR FLTG RATE INCOME F COM, FCT, 33733U108 2024-06-25 2024-12-16 1040 1009 31 31 FIRST TR SR FLTG RATE INCOME F COM, FCT, 33733U108 2024-06-25 2024-12-16 1040 1010 30 30 PIMCO GLOBAL STOCKPLUS INCOME FUND GLOBA, PGP, XXX-XX-XXXX 2024-07-30 2024-12-16 3965 3857 108 108 SELECT SECTOR SPDR TR ENERGY, XLE, 81369Y803 2024-07-15 2024-10-29 3513 3702 -189 -189 SELECT SECTOR SPDR TRUST TECHNOLOGY SELE, XLK, 81369Y803 2024-06-27 2024-07-30 4196 4196 0 0 SELECT SECTOR SPDR TRUST TECHNOLOGY SELE, XLK, 81369Y803 2024-05-28 2024-08-05 1987 2159 -172 -172 VANGUARD WORLD FD MATERIALS ETF, VAW, 92204A801 2024-03-08 2024-12-31 3758 3811 -53 -53 PIMCO GLOBAL STOCKPLUS INCOME FUND GLOBA, PGP, XXX-XX-XXXX 2023-08-16 2024-12-16 3174 2798 376 376 PIMCO GLOBAL STOCKPLUS INCOME FUND GLOBA, PGP, XXX-XX-XXXX 2023-08-16 2024-12-16 4758 4198 560 560 5028 859 0 859 0 859 2000 0 0 0 2000 0 1141 1141 0 0 0 0 0 0 0 0 0 0 0 1 1 VA 1 0 0 0 0 1 N/A NEEDHAM B WHITFIELD 8043797508 13530 STONEGATE RD MIDLOTHIAN VA 23113 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 NEEDHAM B WHITFIELD 13530 STONEGATE ROAD MIDLOTHIAN VA 23113 PRESIDENT/TREASURER 2.00 0 0 0 MAHA S WHITFIELD 13530 STONEGATE ROAD MIDLOTHIAN VA 23113 SECRETARY 0.00 0 0 0 JULIA W AUERBACH 19 CANTERBURY LANE SANDY HOOK CT 06482 VICE-PRESIDENT 0.00 0 0 0 ALEXANDER A WHITFIELD 2407 PEYTON DRIVE APT 106 CHARLOTTESVILLE VA 22901 DIRECTOR 0.00 0 0 0 SOPHIA N WHITFIELD 5088 PHILLIP COURT STONE MOUNTAIN GA 30087 VICE-PRESIDENT 0.00 0 0 0 NONE 0 NONE 0 0 985777 460408 0 1446185 0 0 1446185 21693 1424492 71225 71225 859 859 70366 0 70366 0 70366 68500 0 68500 70366 68479 0 0 68500 68479 0 0 21 0 0 0 0 0 0 0 0 70345 0 0 0 X LIFELONG LEARNING INSTITUTE IN CHESTERFIELD COUNTY VIRGINIA INC 13801 WESTFIELD ROAD MIDLOTHIAN VA 23113 501(C)3 GENERAL SUPPORT 10000 RICHMOND BALLET 407 EAST CANAL STREET RICHMOND VA 23219 501(C)3 GENERAL SUPPORT 58500 68500 0 14 56754 18 5028 0 61782 0 61782 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 1300 0 0 FIDELITY BROKERAGE INVESTMENTS 902472 1043523 ORGANIZATION COSTS 250 250 NONDIVIDEND RETURN OF CAPITAL 1724 EXCISE TAXES 2202 0 0