2026-03-03T15:38:25-05:00 2025-12-31 541320089 ADAMS JENKINS & CHEATHAM 231 WYLDEROSE DR MIDLOTHIAN VA 23113 990PF 2025-01-01 541900970 THE CLOVELLY FOUNDATION CLOV 8042322373 7204 GLEN FOREST DRIVE SUITE 100 RICHMOND VA 23226 BERNADETTE G PALMER TREASURER 8043633139 2026-03-20 CHRISTOPHER R BUDD CPA P01273819 8043231313 2026-03-03 2025 2025-03-06 01:10:19Z X 910005 X X 467 467 10852 10852 109631 377508 109631 2045 122995 120950 1300 650 650 8968 8968 11725 11725 25 13 12 22018 21356 662 255100 255100 277118 21356 255762 -154123 99594 53812 60592 60592 566769 389599 849413 620581 450191 910005 0 X 620581 450191 620581 450191 620581 450191 620581 -154123 466458 16267 450191 FISERV INC COM STK P 2025-06-02 2025-11-25 4243 11331 -7088 -7088 THOR INDUSTRIES INC P 2021-06-10 2025-11-25 14330 15842 -1512 -1512 ARISTA NETWORKS INC P 2020-09-30 2025-09-09 10613 969 9644 9644 MOELIS & CO P 2020-09-11 2025-01-17 77 20 57 57 FISERV INC COM STK P 2025-08-19 2025-11-25 7697 17723 -10026 -10026 WILLSCOT HOLDINGS CORPORATION P 2024-06-17 2025-11-25 2984 5957 -2973 -2973 ARISTA NETWORKS INC P 2020-09-30 2025-10-03 5808 517 5291 5291 MOELIS & CO P 2020-09-11 2025-01-21 7701 1983 5718 5718 PROGRESSIVE CORP COM P 2023-07-14 2025-03-17 15851 6322 9529 9529 WILLSCOT HOLDINGS CORPORATION P 2024-06-18 2025-11-25 3749 7486 -3737 -3737 ARMSTRONG WORLD INDSINC P 2022-12-16 2025-04-08 7644 4109 3535 3535 PROGRESSIVE CORP COM P 2023-07-14 2025-11-25 5660 2874 2786 2786 WILLSCOT HOLDINGS CORPORATION P 2024-06-20 2025-11-25 2467 4943 -2476 -2476 ARMSTRONG WORLD INDSINC P 2022-12-16 2025-09-08 1582 548 1034 1034 SCHWAB CHARLES CORP COM P 2023-03-10 2025-10-03 16393 11011 5382 5382 WILLSCOT HOLDINGS CORPORATION P 2024-06-21 2025-11-25 2831 5819 -2988 -2988 ARMSTRONG WORLD INDSINC P 2022-12-19 2025-09-08 6329 2189 4140 4140 SCHWAB CHARLES CORP COM P 2023-03-10 2025-11-25 9529 6607 2922 2922 WILLSCOT HOLDINGS CORPORATION P 2024-06-24 2025-11-25 3079 6380 -3301 -3301 ASBURY AUTOMOTIVE GROUP INC P 2024-05-16 2025-10-03 3014 2932 82 82 SCHWAB CHARLES CORP COM P 2023-10-17 2025-11-25 3176 1859 1317 1317 WILLSCOT HOLDINGS CORPORATION P 2024-06-26 2025-11-25 4858 9624 -4766 -4766 ASBURY AUTOMOTIVE GROUP INC P 2024-05-17 2025-10-03 3265 3151 114 114 SOMNIGROUP INTERNATIONAL INC P 2022-02-23 2025-04-08 11282 6531 4751 4751 WILLSCOT HOLDINGS CORPORATION P 2024-06-27 2025-11-25 2314 4565 -2251 -2251 ASBURY AUTOMOTIVE GROUP INC P 2024-05-14 2025-11-25 5845 6050 -205 -205 SOMNIGROUP INTERNATIONAL INC P 2017-11-09 2025-07-21 9915 1783 8132 8132 ALPHABET INC P 2018-02-06 2025-04-24 44193 14493 29700 29700 ASBURY AUTOMOTIVE GROUP INC P 2024-05-17 2025-11-25 935 969 -34 -34 SOMNIGROUP INTERNATIONAL INC P 2022-02-23 2025-07-21 7344 3186 4158 4158 AMERICAN EXPRESS CO P 2023-04-26 2025-09-08 26019 12465 13554 13554 ASBURY AUTOMOTIVE GROUP INC P 2024-05-20 2025-11-25 234 240 -6 -6 SOMNIGROUP INTERNATIONAL INC P 2017-11-09 2025-09-09 6943 1083 5860 5860 AMERICAN EXPRESS CO P 2021-01-29 2025-10-03 6617 2352 4265 4265 BERKSHIRE HATHAWAY INC P 2002-09-19 2025-04-04 17493 1712 15781 15781 SOMNIGROUP INTERNATIONAL INC P 2017-11-09 2025-09-10 6627 1030 5597 5597 AMERICAN EXPRESS CO P 2023-04-26 2025-11-25 5423 1764 3659 3659 BOOKING HOLDINGS INC P 2022-09-26 2025-10-03 10781 3390 7391 7391 SOMNIGROUP INTERNATIONAL INC P 2017-11-09 2025-10-03 7126 1123 6003 6003 ANALOG DEVIES INC P 2022-09-21 2025-10-03 8575 5282 3293 3293 FISERV INC COM STK P 2024-07-23 2025-11-25 10182 26643 -16461 -16461 SOMNIGROUP INTERNATIONAL INC P 2017-11-09 2025-11-25 7953 1189 6764 6764 ANALOG DEVIES INC P 2022-09-21 2025-11-25 14899 9055 5844 5844 FISERV INC COM STK P 2024-07-24 2025-11-25 9395 24810 -15415 -15415 THOR INDUSTRIES INC P 2021-06-10 2025-10-03 5850 6454 -604 -604 ARISTA NETWORKS INC P 2020-09-30 2025-01-10 5138 581 4557 4557 MOELIS & CO P 2020-09-10 2025-01-17 3545 931 2614 2614 109631 -17114 1384 1384 1384 5834 5834 4450 4450 false false false false false false false true true true false false false false true N/A BETSY PALMER 8042322373 7204 GLEN FOREST DRIVE SUITE 100 RICHMOND VA 23226 false false false false false false false false false false false false false false false false false false false false THOMAS N ALLEN 7204 GLEN FOREST DRIVE SUITE 100 RICHMOND VA 23226 PRESIDENT 000.00 0 0 0 BERNADETTE G PALMER 7204 GLEN FOREST DRIVE SUITE 100 RICHMOMD VA 23226 TREASURER 000.00 0 0 0 NONE NONE THE CLOVELLY FOUNDATION MAKES GRANTS TO QUALIFYING PUBLIC CHARITES AND DOES NOT CARRY ON ANY CHARITABLE ACTIVITIES DIRECTLY. N/A 962939 57202 0 1020141 1020141 15302 1004839 50242 50242 1384 1384 48858 48858 48858 255762 255762 48858 116949 243384 225278 131636 473067 1190314 255762 48858 206904 1397218 0 116949 1280269 243384 225278 131636 473067 206904 X HAMPDEN-SYDNEY COLLEGE 1 COLLEGE RD FARMVILLE VA 23901 NONE PC EDUCATIONAL SUPPORT 128500 VIRGINIA MUSEUM OF FINE ARTS FOUNDA 200 N ARTHUR ASHE BLVD RICHMOND VA 23220 NONE PC CHARITABLE SUPPORT 20000 TROUSDALE PLACE PO BOX 953 GALLATIN TN 37006 NONE PC CHARITABLE SUPPORT 30500 ST STEPHEN'S EPISCOPAL CHURCH 6000 GROVE AVE RICHMOND VA 23226 NONE PC CHARITABLE SUPPORT 5000 BOYS GIRLS CLUBS OF RICHMOND 5511 STAPLES MILL RD SUITE 301 RICHMOND VA 23228 NONE PC CHARITABLE SUPPORT 10000 MAYO CLINIC FOUNDATION 4500 SAN PABLO RD JACKSONVILLE FL 32224 NONE PC CHARITABLE SUPPORT 5000 MISSION GAIT FOUNDATION 8191 STAPLES MILL ROAD RICHMOND VA 23228 NONE PC CHARITABLE SUPPORT 5000 THE RICHMOND SYMPHONY 612 E GRACE ST SUITE 401 RICHMOND VA 23219 NONE PC CHARITABLE SUPPORT 20000 UNITED WAY 701 N FAIRFAX STREET ALEXANDRIA VA 22314 NONE PC CHARITABLE SUPPORT 5000 SONS OF THE AMERICAN REVOLUTION 809 WEST MAIN STREET LOUISVILLE KY 40202 NONE PC CHARITABLE SUPPORT 100 RICHMOND CHRISTMAS MOTHER FUND PO BOX 25864 RICHMOND VA 23260 NONE PC CHARITABLE SUPPORT 1000 NATIONAL MULTIPLE SCLEROSIS SOCIETY 4200 INNSLAKE DRIVE 301 GLEN ALLEN VA 23060 NONE PC CHARITABLE SUPPORT 500 SUSAN G KOMEN 13770 NOEL ROAD SUITE 801889 DALLAS TX 75380 NONE PC CHARITABLE SUPPORT 500 FRIENDS OF HOLLYWOOD CEMETERY 412 SOUTH CHERRY STREET RICHMOND VA 23220 NONE PC CHARITABLE SUPPORT 500 LEADERSHIP METRO RICHMOND 7814 CAROUSEL LANE SUITE 400 RICHMOND VA 23294 NONE PC CHARITABLE SUPPORT 1000 COMMONWEALTH SHAKESPEARE COMPANY 101 ARCH STREET 8TH FLOOR BOSTON MA 02110 NONE PC CHARITABLE SUPPORT 5000 CONCUSSION LEGACY FOUNDATION 361 NEWBURY STREET 5TH FLOOR BOSTON MA 02115 NONE PC CHARITABLE SUPPORT 2500 THE BELVEDERE SERIES 3102 BUTE LANE RICHMOND VA 23221 NONE PC CHARITABLE SUPPORT 5000 VANDERBILT UNIVERSITY 2201 WEST END AVENUE NASHVILLE TN 37235 NONE PC EDUCATIONAL SUPPORT 5000 LONDON SCHOOL OF ECONOMICS 424 WEST 33RD ST SUITE 4 NEW YORK NY 10001 NONE PC EDUCATIONAL SUPPORT 5000 255100 14 467 14 10852 18 109631 NONDIVIDEND DISTRIBUTIONS 14 503 IRS REFUND 14 1542 122995 122995 false false false false false false false false false false ACCOUNTING FEES 1300 650 650 CORPORATE STOCK INVESTMENTS 389599 849413 COST BASIS 16267 EXPENSES REGISTRATION FEES 25 13 12 NONDIVIDEND DISTRIBUTIONS 503 IRS REFUND 1542 INVESTMENT ADVISORY FEES 8968 8968 2024 EXCISE TAX - RETURN PAYMENT 4282 4282 2025 EXCOSE TAX - ESTIMATE 5834 5834 2024 EXCISE TAX - IRS 1609 1609