BYRD FAMILY FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization: BYRD FAMILY FOUNDATION (EIN 20-5524239)
Tax period: 2025-01-01 to 2025-12-31
Filed: 2026-05-27
IRS object ID: 202641479349100309
Schema version: 2025v4.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Schedule B
Accounting Fees Schedule
All Oth Prog Rltd Investments Sch
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Legal Fees Schedule
Other Decreases Schedule
Other Expenses Schedule
Other Increases Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2026-05-27T08:30:48-05:00	ReturnTs
Tax Period End	2025-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	364549119	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	SBK FINANCIAL INC DBA WEALTHCROSSING	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1001 HAXALL POINT SUITE 705	AddressLine1Txt
City	RICHMOND	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	23219	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2025-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	205524239	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	BYRD FAMILY FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	BYRD	BusinessNameControlTxt
Phone	8042127488	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2711 BUFORD RD 379	AddressLine1Txt
City	NORTH CHESTERFIELD	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	232352423	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	THOMAS R BYRD	PersonNm
Person Title	PRESIDENT/TREASURER	PersonTitleTxt
Phone	8042127488	PhoneNum
Signature	2026-05-27	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	JOHN C WILLIAMS	PreparerPersonNm
PTIN	P01384013	PTIN
Phone	8042371700	PhoneNum
Preparation	2026-05-27	PreparationDt

Field	Value	IRS element (for citing)
Tax	2025	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$2,481,315	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$49,946	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$1	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$1	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$54,227	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$54,227	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$84,338	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$250,762	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$84,338	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$188,512	TotalRevAndExpnssAmt
Total Net Invst Incm	$138,566	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$0	CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss	$115	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$104	LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl	$11	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$2,653	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$2,388	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$265	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$21,088	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$18,979	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$2,109	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$1,276	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$1,276	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$25	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$13	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$12	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$25,157	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$22,760	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$2,397	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$115,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$115,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$140,157	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$22,760	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$117,397	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$48,355	ExcessRevenueOverExpensesAmt
Net Investment Income	$115,806	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$6,054	CashBOYAmt
Cash EOY	$7,288	CashEOYAmt
Cash EOYFMV	$7,288	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$21,239	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$17,268	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$17,268	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$852,050	CorporateStockBOYAmt
Corporate Stock EOY	$783,045	CorporateStockEOYAmt
Corporate Stock EOYFMV	$1,650,918	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$744,964	CorporateBondsBOYAmt
Corporate Bonds EOY	$813,931	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$805,841	CorporateBondsEOYFMVAmt
Total Assets BOY	$1,624,307	TotalAssetsBOYAmt
Total Assets EOY	$1,621,532	TotalAssetsEOYAmt
Total Assets EOYFMV	$2,481,315	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$0	CapitalStockBOYAmt
Capital Stock EOY	$0	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	$1,624,307	RetainedEarningBOYAmt
Retained Earning EOY	$1,621,532	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$1,624,307	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$1,621,532	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$1,624,307	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$1,621,532	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$1,624,307	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$48,355	ExcessRevenueOverExpensesAmt
Other Increases	$2	OtherIncreasesAmt
Subtotal	$1,672,664	SubtotalAmt
Other Decreases	$51,132	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$1,621,532	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDesc	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	How AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES	$248,589	$166,424	$82,165	$82,165
CAPITAL GAINS DIVIDENDS	$2,173		$2,173	$2,173	P

Field	Value	IRS element (for citing)
Capital Gain Net Income	$84,338	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$1,610	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$1,610	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$1,610	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$1,387	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$1,863	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$3,250	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Overpayment	$1,640	OverpaymentAmt
Applied To ES Tax	$1,640	AppliedToESTaxAmt
Refund	$0	RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	VA	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	0	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	THOMAS R BYRD	IndividualWithBooksNm
Phone	8042127488	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	9481 CREEK SUMMIT CIRCLE	AddressLine1Txt
City	RICHMOND	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	23235	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	0	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	0	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
THOMAS R BYRD
2711 BUFORD RD 379	NORTH CHESTERFIELD	VA	232352423	PRESIDENT/TREASURER	1.00	$0	$0	$0
DAISY H BYRD
2711 BUFORD RD 379	NORTH CHESTERFIELD	VA	232352423	SECRETARY	1.00	$0	$0	$0
JASON C BYRD
2637 BEACON HILL DR	WEST LINN	OR	970685614	BOARD MEMBER	1.00	$0	$0	$0
MEGAN T PEYTON
4601 KENNSINGTON AVENUE	RICHMOND	VA	232261310	BOARD MEMBER	1.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Description1	N/A	Description1Txt
Expenses1	$0	Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	N/A	Description1Txt
Expenses1	$0	Expenses1Amt
All Other Program Rltd Invst Tot	$0	AllOtherProgramRltdInvstTotAmt
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$2,360,407	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$31,642	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$2,392,049	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$2,392,049	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$35,881	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$2,356,168	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$117,808	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$117,808	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$1,610	TaxBasedOnInvestmentIncomeAmt
Total Tax	$1,610	TotalTaxAmt
Distributable Before Adj	$116,198	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$116,198	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$116,198	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$117,397	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$117,397	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$116,198	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$7,375	ExcessDistributionCyovYr5Amt
Total Excess Distribution Cyov	$7,375	TotalExcessDistributionCyovAmt
Qualifying Distributions	$117,397	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$116,198	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$1,199	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$8,574	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$7,375	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$1,199	ExcessDistriCyovToNextYrAmt
Excess From Current Year	$1,199	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	THOMAS R BYRD	ContributingManagerNm
Contributing Manager	DAISY H BYRD	ContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	THOMAS AND DAISY BYRD	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	2711 BUFORD RD 379	AddressLine1Txt
City	NORTH CHESTERFIELD	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	232352423	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	8042127488	RecipientPhoneNum
Recipient Email Address	TBYRD.TAKECARE@GMAIL.COM	RecipientEmailAddressTxt
Form And Info And Materials	LETTER STATING REASON FOR REQUEST SPECIFYING THE TERMS OF THE GRANT AND THE PURPOSE FOR WHICH THE FUNDS WILL BE USED	FormAndInfoAndMaterialsTxt
Submission Deadlines	NONE	SubmissionDeadlinesTxt
Restrictions On Awards	MUST BE A QUALIFYING CHARITABLE ORGANIZATION UNDER IRC SEC 501(C)(3). THE FOCUS OF THE FOUNDATION IS TO PROVIDE FUNDS FOR CHARITABLE, EDUCATIONAL, SCIENTIFIC, AND LITERARY SERVICES TO CHILDREN, THE ELDERLY AND THE UNDERPRIVILEGED.	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusCd	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
ARTS FOR HUMANITY
635 SOUTH 25TH STREET	ARLINGTON	VA	22202	NONE	PC	GENERAL OPERATING PURPOSES	$5,000
CANCERDANCER
PO BOX 70252	HENRICO	VA	23255	NONE	PC	GENERAL OPERATING PURPOSES	$1,000
CARITAS
PO BOX 25790	RICHMOND	VA	232605790	NONE	PC	GENERAL OPERATING PURPOSES	$10,000
CENTRAL VIRGINIA FOODBANK
1415 RHOADMILLER STREET	RICHMOND	VA	23220	NONE	PC	GENERAL OPERATING PURPOSES	$2,000
CHILDREN'S MUSEUM OF RICHMOND
2626 WEST BROAD STREET	RICHMOND	VA	23220	NONE	PC	GENERAL OPERATING PURPOSES	$1,000
CM OF INDIANAPOLIS
3000 N MERIDIAN ST	INDIANAPOLIS	IN	46208	NONE	PC	GENERAL OPERATING PURPOSES	$1,000
COLONIAL HEIGHTS FOOD PANTRY
530 SOUTHPARK BLVD	COLONIAL HEIGHTS	VA	23834	NONE	PC	GENERAL OPERATING PURPOSES	$2,000
CROSSOVER MINISTRY
108 COWARDIN AVENUE	RICHMOND	VA	23224	NONE	PC	GENERAL OPERATING PURPOSES	$12,500
FIT4KIDS
2101 MAYWILL STREET	RICHMOND	VA	23230	NONE	PC	GENERAL OPERATING PURPOSES	$35,000
GOD'S PANTRY FOOD BANK
1685 JAGGIE FOX WAY	LEXINGTON	KY	40511	NONE	PC	GENERAL OPERATING PURPOSES	$1,500
GRASSROOT SOCCER INC
198 CHURCH STREET	NORWICH	VT	05055	NONE	PC	GENERAL OPERATING PURPOSES	$2,000
HARVEST HOPE FOOD BANK
2220 SHOP RD	COLUMBIA	SC	29201	NONE	PC	GENERAL OPERATING PURPOSES	$2,000
HEALING PLACE
700 DINWIDDIE AVE	RICHMOND	VA	23224	NONE	PC	GENERAL OPERATING PURPOSES	$10,000
OREGON FOODBANK
7900 NE 33RD DRIVE	PORTLAND	OR	97211	NONE	PC	GENERAL OPERATING PURPOSES	$2,000
OREGON ZOO FOUNDATION
4001 SW CANYON ROAD	PORTLAND	OR	97221	NONE	PC	GENERAL OPERATING PURPOSES	$2,500
READ RVA
5211 W BROAD STREET STE 102	RICHMOND	VA	23230	NONE	PC	GENERAL OPERATING PURPOSES	$1,000
ROOM TO READ
111 SUTTER STREET 16TH FLOOR	SAN FRANCISCO	CA	94104	NONE	PC	GENERAL OPERATING PURPOSES	$1,000
SCIENCE MUSEUM OF VIRGINIA
2500 WEST BROAD STREET	RICHMOND	VA	232202057	NONE	PC	GENERAL OPERATING PURPOSES	$1,000
SHALOM FARMS
1010 W LABURNUM AVE	RICHMOND	VA	23227	NONE	PC	GENERAL OPERATING PURPOSES	$1,000
ST LOUIS AREA FOODBANK
70 CORPORATE WOODS DR	BRIDGETON	MO	63044	NONE	PC	GENERAL OPERATING PURPOSES	$2,000
STOP CHILD ABUSE NOW
103 E GRACE ST	RICHMOND	VA	23219	NONE	PC	GENERAL OPERATING PURPOSES	$6,000
SWIMRVA
5050 RIDGEDALE PKWY	RICHMOND	VA	23234	NONE	PC	GENERAL OPERATING PURPOSES	$5,000
UPRVA
4609 WYTHE AVE	RICHMOND	VA	23226	NONE	PC	GENERAL OPERATING PURPOSES	$6,000
VIRGINIA HISTORICAL SOCIETY
428 NORTH BOULEVARD	RICHMOND	VA	23220	NONE	PC	GENERAL OPERATING PURPOSES	$2,500

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$115,000	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$1	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$54,227	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$84,338	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$138,566	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$138,566	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNum	Address Line1ContributorUSAddress/AddressLine1Txt	CityContributorUSAddress/CityNm	State AbbreviationContributorUSAddress/StateAbbreviationCd	ZIPContributorUSAddress/ZIPCd	Total ContributionsTotalContributionsAmt	Person ContributionPersonContributionInd	Noncash ContributionNoncashContributionInd
THOMAS R AND DAISY H BYRD
1	2711 BUFORD RD 379	NORTH CHESTERFIELD	VA	23235	$49,921	Yes (X)	Yes (X)
THOMAS R AND DAISY H BYRD
2	2711 BUFORD RD 379	NORTH CHESTERFIELD	VA	23235	$25	Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)

ContributorContributorNum	Noncash PropertyNoncashPropertyDesc	Fair Market ValueFairMarketValueAmt	ReceivedReceivedDt
1	75 SHS NVDA	$13,273	2025-09-24
1	100 SHS NVDA	$18,555	2025-12-08
1	100 SHS NVDA	$18,093	2025-12-11

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	TAX PREPARATION FEES	CategoryTxt
Amt	$2,653	Amt
Net Investment Income	$2,388	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$265	DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Desc	N/A	Desc
Amt	$0	Amt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (29 entries)

BondBondNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
AIR PRODUCTS & CHEMICALS INC	$39,751	$41,024
ANHEUSER-BUSCH COMPANIES 4.7% DUE 2/1/36	$29,926	$29,696
BORGWARNER INC	$25,329	$25,780
BROADCOMM INC 4.8% DUE 2/15/36	$25,034	$24,669
CHEVRON CORP 1.9950% DUE 05/11/2027	$26,391	$24,451
CIGNA CORPORATION 4% DUE 3/15/30	$42,135	$46,405
COMCAST CORP 5.35% DUE 11/15/27	$25,335	$25,578
CVS HEALTH CORP 2.875% DUE 06/01/2026	$25,961	$24,874
CVS HEALTH CORP 4.3% DUE 03/25/28	$29,167	$30,099
DOUBLELINE TOTAL RETURN BD	$61,163	$50,168
DUKE ENERGY CAROLINAS LLC	$24,994	$25,750
EMERSON ELECTRIC CO. 1.8% DUE 10/15/2027	$15,621	$14,512
EXTRA SPACE STORAGE LP	$15,169	$15,336
FEDERATED HERMES INSTL HI-YLD BOND FUND	$53,793	$49,703
HP INC NTS ISIN	$25,012	$25,790
L3 HARRIS 5.4% DUE 7/31/33	$25,453	$26,039
LOWES COMPANIES, INC. 1.3% DUE 04/15/2028	$24,980	$23,577
MOTOROLA SOLUTIONS INC 4.6% DUE 5/23/29	$34,424	$35,420
NEXTERA ENERGY CAPITAL HOLDINGS 5% DUE 2/28/30	$25,331	$25,766
PULTE HOMES, INC	$26,417	$26,876
ROPER TECHNOLOGIES 4.75% DUE 2/15/32	$19,689	$20,217
SOUTHERN CALIFORNIA EDISON 5.55% DUE 1/15/37	$30,768	$29,958
SOUTHERN COMPANY GAS CAPITAL CORPORATION	$25,486	$25,664
TOYOTA MOTOR CREDIT CORP 5.35% DUE 1/9/35	$20,430	$20,958
VALERO ENERGY CORP 2.8% DUE 12/1/31	$20,659	$22,781
VERIZON COMMUNICATIONS INC	$24,578	$24,865
WALMART INC	$24,784	$25,157
WELLS FARGO & CO 3% DUE 4/22/2026	$27,501	$24,931
WEYERHAEUSER COMPANY 4% DUE 11/15/29	$18,650	$19,797

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
ABBVIE INCORPORATED	$16,297	$19,879
AMAZON COM INCORPORATED	$48,624	$110,794
ISHARES CORE DIV GRWTH	$249,881	$485,940
ISHARES CORE MSCI EMG MKT	$75,387	$94,108
ISHARES CORE S&P 500	$119,538	$365,073
ISHARES RUSSELL 1000 GROWTH	$107,397	$307,645
JPMORGAN CHASE & COMPANY	$22,967	$64,444
MOTOROLLA SOLUTIONS INCORPORATED	$23,540	$38,332
SALESFORCE COM INCORPORATED	$30,310	$52,982
TOUCHSTONE MID CAP FUND CLASS Y	$89,104	$111,721

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	LEGAL FEES	CategoryTxt
Legal Fees	$115	LegalFeesAmt
Net Investment Income	$104	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$11	DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDesc	AmtAmt
BOOK ADJUSTMENT ON CONTRIBUTED SECURITIES	$48,889
BOOK ADJUSTMENT ON DISPOSED SECURITIES	$2,243

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	SCC REGISTRATION FEES	Desc
Revenue And Expenses Per Books	$25	RevenueAndExpensesPerBooksAmt
Net Investment Income	$13	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$12	DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	ROUNDING	Desc
Amt	$2	Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	INVESTMENT ADVISORY FEES	CategoryTxt
Amt	$21,088	Amt
Net Investment Income	$18,979	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$2,109	DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX WITHHELD	$276	$276	$0
2024 FEDERAL EXTENSION TAX PAYMENT	$1,000	$1,000	$0