2026-03-09T13:21:00-04:00 2024-12-31 541447170 STEWART & COMPANY 2940 N LYNNHAVEN RD VIRGINIA BEACH VA 23452 990PF 2024-01-01 541945051 THE GEORGE COHEE JR FOUNDATION GEOR 7573436069 116 73RD STREET VIRGINIA BEACH VA 23451 KATHERINE COHEE TAYLOR PRESIDENT/SECRETARY 7573436069 2026-03-03 true W KEVIN STEWART CPA P01426435 7574860114 2026-03-03 2024 2025-03-06 01:10:19Z X 190556 X X 5416 5416 5416 -2815 80293 556 2601 5416 5972 250 250 72 72 2849 2824 3171 3146 0 2000 2000 5171 3146 2000 -2570 2270 5972 1902 2041 2041 161284 158581 188515 163186 160622 190556 0 X 163186 160622 163186 160622 163186 160622 163186 -2570 6 160622 160622 MORGAN STANLEY SHORT TERM TRANSACTIO P 2024-01-01 2024-12-20 16421 15865 556 556 MORGAN STANLEY LONG TERM TRANSACTION P 2023-12-01 2024-12-20 63872 67243 -3371 -3371 -2815 556 32 32 32 32 false false false false false false false true true true false false false false true N/A KATHERINE COHEE TAYLOR 7573436069 116 73RD STREET VIRGINIA BEACH VA 23451 false false false false false false false false false false false false false false false false false false false false KATHERINE COHEE TAYLOR 116 73RD STREET VIRGINIA BEACH VA 23451 PRESIDENT/SE 10.00 0 0 0 MIGNON COHEE REYNOLDS 1876 PALIADES LAKE CT LAKE OSWEGO OR 97034 VICE PRESIDE 10.00 0 0 0 NONE NONE N/A 188515 2041 0 190556 190556 2858 187698 9385 9385 32 32 9353 9353 9353 2000 2000 9353 21986 8695 30681 2000 2000 7353 7353 23328 0 23328 14633 8695 X DANCE FOR PD OREGON RESEARCH SUPPORT SOUTH STATE STREET 229 LAKE OSWEGO OR 97034 RESEARCH SUPPORT 1000 MUSCCOLLEGE FOR EDS RESEARCH MUSC FOUNDATION 18 BEE STREET MSC 450 CHARLESTON SC 29425 RESEARCH SUPPORT 1000 2000 1 5416 -2815 5416 -2815 2601 false false false false false false false false false false ISHARES CORE MSCI EAFE ETF (IEFA) 13383 18835 ISHARES CORE MSCI EMERGING (IEMG) 9985 11175 ISHARES CORE S7P 500 ETF (IVV) 6013 7636 ISHARES CORE TOTAL BOND ETF (IUSB) 25218 24959 ISHARES RUSSELL 1000 GRW ETF (IWF) 9226 25038 ISHARES RUSSELL 1000 VALUE ETF (IWD) 17448 23697 ISHARES RUSSELL MIDCAP G ETF (IWP) 6181 7576 ISHARES RUSSELL MIDCAP V ETF (IWS) 836 1849 JPMORGAN ULTRA SHORT INCOME (JPST) 3824 3836 VANGUARD TOTAL BOND MARKET (BND) 66467 63914 ISHARES 20+ YR TREASURY BIND EFT (TL ISHARES RUSSELL 2000 GROWTH ETF (IWO ISHARES RUSSELL 2000 VALUE ETF (IWN) VANGUARD SHORT TERM BOND (BSV) 250 250 EXPENSES INVESTMENT & ADVISORY FEES 2824 2824 ANNUAL NON-PROFIT FEE 25 ROUNDING 6 FOREIGN TAXES PAID 72 72