2025-09-21T10:29:48-07:00 2025-04-30 161429437 JOHN P WHITTY CPA P C 5727 WATERFORD LANE CLARENCE CENTER NY 14032 990PF 2024-05-01 161587254 LORINDA McANDREW VOELKLE FOUNDATION LORI 7168667200 c/oDBEYER 19046 FOUNDERS KNOLL TERR MIDLOTHIAN VA 23113 DAVID BEYER TRUSTEE 7168667200 2025-08-25 true true JOHN P WHITTY P00078233 7165650066 2025-09-21 2024 2025-03-06 01:10:19Z X 2125262 X X 64260 64260 5532 218315 0 0 0 69792 64260 48000 48000 0 5500 5500 13983 13983 706 706 0 146 146 68335 14689 53646 75000 75000 143335 14689 128646 -73543 49571 25455 92539 92539 0 0 95950 21134 20648 914724 885041 1732415 28894 0 253627 244793 279660 0 0 0 0 1318650 1243507 2125262 0 0 0 0 0 X 1318650 1243507 1318650 1243507 1318650 1243507 1318650 -73543 1245107 1600 1243507 689 0 689 0 689 642 48 690 X 1 0 0 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 1801825 58997 273240 2134062 0 2134062 32011 2102051 105103 105103 689 689 104414 104414 104414 128646 128646 104414 0 0 0 0 24636 24636 128646 0 104414 24232 48868 0 0 0 0 0 48868 0 0 0 24636 24232 LORINDA McANDREW VOELKLE X THE 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 0 TUNNEL TO TOWERS 2361 HYLAND BLVD STATEN ISLAND NY 10306 PC GEN OPERATING 10000 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 5000 75000 14 64260 18 5532 5532 69792 5532 75324 . . false false false false false false false false false false 29000 JP MORGAN BOND 2014-09 Purchased 2024-05 29000 29000 0 268SH COMCAST 2013-06 Purchased 2024-06 10613 5576 5037 117SH DOMINION 2013-06 Purchased 2024-06 6276 6671 -395 200SH EXELON 2015-10 Purchased 2024-06 7438 4368 3070 43000 US TREAS NOTE 2014-12 Purchased 2024-08 43000 43000 0 1320SH FIDELITY FUND 2024-01 Purchased 2024-12 1329 1329 0 25264SH FIDELITY FUND 2023-09 Purchased 2024-12 25264 25264 0 15000 US TREAS NOTE 2015-03 Purchased 2025-02 15000 15000 0 17000 US TREAS NOTE 2015-09 Purchased 2025-02 17000 16716 284 300SH DOW 2019-05 Purchased 2025-04 8392 16802 -8410 373SH INTEL 2013-06 Purchased 2025-04 7170 9891 -2721 200SH NATL BANK OF CANADA 2013-06 Purchased 2025-04 16283 6470 9813 369SH ROGERS 2013-06 Purchased 2025-04 9062 14764 -5702 160SH TOTALENERGIES 2013-05 Purchased 2025-04 8954 8331 623 385SH TRUIST 2013-01 Purchased 2025-04 13534 9601 3933 MUTUAL FUND 244793 279660 COST BASIS ADJ 1600 MISCL 146 146 TRUBEE COLLINS INVESTMENT ADVISORY 13983 13983 FOREIGN W/H 706 706