2024-05-07T08:51:12-05:00 2023-12-31 364549119 SBK FINANCIAL INC 1001 HAXALL POINT SUITE 705 RICHMOND VA 23219 990PF 2023-01-01 205524239 BYRD FAMILY FOUNDATION BYRD 8042127488 2711 BUFORD RD 379 NORTH CHESTERFIELD VA 232352423 THOMAS R BYRD PRESIDENT/TREASURER 8042127488 2024-05-07 1 THOMAS BYRD 999009999 1 JOHN C WILLIAMS P01384013 8042371700 2024-05-02 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 2090450 X 19672 2 2 52249 52249 35182 246847 35182 650 650 107755 88083 0 0 0 53 27 26 2000 1000 1000 16923 15231 1692 711 711 0 81 41 40 19768 17010 2758 90000 90000 109768 17010 92758 -2013 71073 7532 9160 9160 61489 32255 32255 897542 899224 1353875 659477 674732 630160 65000 65000 65000 1691040 1680371 2090450 0 0 X 0 0 0 0 1691040 1680371 1691040 1680371 1691040 1680371 1691040 -2013 11280 1700307 19936 1680371 PUBLICLY TRADED SECURITIES 50000 50000 0 0 PUBLICLY TRADED SECURITIES 109433 101509 7924 7924 PUBLICLY TRADED SECURITIES 86663 60156 26507 26507 CAPITAL GAINS DIVIDENDS P 751 751 751 35182 988 0 988 0 988 1520 0 0 0 1520 0 532 532 0 0 0 0 0 0 0 0 0 0 0 1 1 VA 1 0 0 0 0 1 N/A THOMAS R BYRD 8042127488 9481 CREEK SUMMIT CIRCLE RICHMOND VA 23235 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 BYRD 4601 KENNSINGTON AVENUE RICHMOND VA 232261310 BOARD MEMBER 1.00 0 0 0 NONE 0 NONE 0 N/A 0 N/A 0 0 0 1928433 59434 0 1987867 0 0 1987867 29818 1958049 97902 97902 988 988 96914 0 96914 0 96914 92758 0 92758 96914 0 0 6959 6941 10379 24279 92758 0 0 0 92758 0 4156 4156 20123 0 0 0 0 0 0 2803 17320 6941 10379 THOMAS R BYRD DAISY H BYRD THOMAS AND DAISY BYRD 2711 BUFORD RD 379 NORTH CHESTERFIELD VA 232352423 8042127488 TBYRD.TAKECARE@GMAIL.COM LETTER STATING REASON FOR REQUEST SPECIFYING THE TERMS OF THE GRANT AND THE PURPOSE FOR WHICH THE FUNDS WILL BE USED NONE 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. ARTS FOR HUMANITY 635 SOUTH 25TH STREET ARLINGTON VA 22202 NONE PC GENERAL OPERATING PURPOSES 5000 CANCERDANCER PO BOX 70252 HENRICO VA 23255 NONE PC GENERAL OPERATING PURPOSES 1000 CARITAS PO BOX 25790 RICHMOND VA 232605790 NONE PC GENERAL OPERATING PURPOSES 10000 CENTRAL VIRGINIA FOODBANK 1415 RHOADMILLER STREET RICHMOND VA 23220 NONE PC GENERAL OPERATING PURPOSES 1000 CHILDREN'S MUSEUM OF RICHMOND 2626 WEST BROAD STREET RICHMOND VA 23220 NONE PC GENERAL OPERATING PURPOSES 500 COLONIAL HEIGHTS FOOD PANTRY 530 SOUTHPARK BLVD COLONIAL HEIGHTS VA 23834 NONE PC GENERAL OPERATING PURPOSES 1500 CROSSOVER MINISTRY 108 COWARDIN AVENUE RICHMOND VA 23224 NONE PC GENERAL OPERATING PURPOSES 12500 FIT4KIDS 2101 MAYWILL STREET RICHMOND VA 23230 NONE PC GENERAL OPERATING PURPOSES 25000 GOD'S PANTRY FOOD BANK 1685 JAGGIE FOX WAY LEXINGTON KY 40511 NONE PC GENERAL OPERATING PURPOSES 1500 GRASSROOT SOCCER INC 198 CHURCH STREET NORWICH VT 05055 NONE PC GENERAL OPERATING PURPOSES 2000 HARVEST HOPE FOOD BANK 2220 SHOP RD COLUMBIA SC 29201 NONE PC GENERAL OPERATING PURPOSES 1500 MEALS ON WHEELS SERVING CENTRAL VIRGINIA 1415 RHOADMILLER STREET RICHMOND VA 23220 NONE PC GENERAL OPERATING PURPOSES 1000 OREGON FOODBANK 7900 NE 33RD DRIVE PORTLAND OR 97211 NONE PC GENERAL OPERATING PURPOSES 1500 OREGON ZOO FOUNDATION 4001 SW CANYON ROAD PORTLAND OR 97221 NONE PC GENERAL OPERATING PURPOSES 1500 ROOM TO READ 111 SUTTER STREET 16TH FLOOR SAN FRANCISCO CA 94104 NONE PC GENERAL OPERATING PURPOSES 1000 SCIENCE MUSEUM OF VIRGINIA 2500 WEST BROAD STREET RICHMOND VA 232202057 NONE PC GENERAL OPERATING PURPOSES 1000 SHALOM FARMS 1010 W LABURNUM AVE RICHMOND VA 23227 NONE PC GENERAL OPERATING PURPOSES 1000 ST LOUIS AREA FOODBANK 70 CORPORATE WOODS DR BRIDGETON MO 63044 NONE PC GENERAL OPERATING PURPOSES 1500 STOP CHILD ABUSE NOW 103 E GRACE ST RICHMOND VA 23219 NONE PC GENERAL OPERATING PURPOSES 5000 THE HEALING PLACE 700 DINWIDDIE AVE RICHMOND VA 23224 NONE PC GENERAL OPERATING PURPOSES 10000 THE READ CENTER 2000 BREMO RD RICHMOND VA 23226 NONE PC GENERAL OPERATING PURPOSES 500 UPRVA 4609 WYTHE AVE RICHMOND VA 23226 NONE PC GENERAL OPERATING PURPOSES 3000 VIRGINIA HISTORICAL SOCIETY 428 NORTH BOULEVARD RICHMOND VA 23220 NONE PC GENERAL OPERATING PURPOSES 1500 90000 0 14 2 14 52249 14 650 18 35182 0 88083 0 88083 0 0 0 0 0 0 0 0 0 0 X X 1 THOMAS R AND DAISY H BYRD 2711 BUFORD RD 379 NORTH CHESTERFIELD VA 23235 19647 X X 2 THOMAS R AND DAISY H BYRD 2711 BUFORD RD 379 NORTH CHESTERFIELD VA 23235 25 X 1 21 SHS ELV 9985 2023-11-28 1 20 SHS ELV 9662 2023-12-04 TAX PREPARATION FEES 2000 1000 1000 N/A 0 APPLE INC 3% DUE 2/9/24 49477 49851 AUTOZONE INC 3.25% DUE 4/15/25 20026 19527 CAPITAL ONE FINANCIAL CORP 3.75% DUE 4/24/24 15373 14897 CHEVRON CORP 1.9950% DUE 05/11/2027 26391 23201 CIGNA CORPORATION 4% DUE 3/15/30 42135 43780 CITIGROUP INC. 3.875% DUE 03/26/2025 27217 24533 COMCAST CORP 5.35% DUE 11/15/27 25335 25841 CVS HEALTH CORP 2.875% DUE 06/01/2026 25961 23876 CVS HEALTH CORP 4.3% DUE 03/25/28 29167 29492 DOUBLELINE TOTAL RETURN BD 79533 64550 EMERSON ELECTRIC CO. 1.8% DUE 10/15/2027 15621 13692 FEDERATED HERMES INSTL HI-YLD BOND FUND 70513 63423 LOWES COMPANIES, INC. 1.3% DUE 04/15/2028 24980 21963 MOTOROLA SOLUTIONS INC 4.6% DUE 5/23/29 34424 34727 NEXTERA ENERGY CAPITAL HOLDINGS 5% DUE 2/28/30 25331 25265 PIMCO INVEST GRD CORP 71453 62473 TOYOTA MOTOR CREDIT CORP 2.9% DUE 4/17/24 24985 24813 VALERO ENERGY CORP 2.8% DUE 12/1/31 20659 21202 WELLS FARGO & CO 3% DUE 4/22/2026 27501 23947 WEYERHAEUSER COMPANY 4% DUE 11/15/29 18650 19107 AMAZON COM INCORPORATED 48624 72931 CVS HEALTH CORPORATION 26715 23688 ISHARES CORE DIV GRWTH 273796 402305 ISHARES CORE MSCI EMG MKT 75387 70812 ISHARES CORE S&P 500 119538 254577 ISHARES RUSSELL 1000 GROWTH 137932 242536 JPMORGAN CHASE & COMPANY 22967 34020 MERCK & COMPANY INCORPORATED 18042 21804 MOTOROLLA SOLUTIONS INCORPORATED 23540 31309 SALESFORCE COM INCORPORATED 30310 52628 T ROWE PRICE SMALL CAP 8280 19625 TOUCHSTONE MID CAP FUND CLASS Y 89104 102752 UNION PACIFIC CORPORATION 24989 24888 IMPACT MAKERS AT COST 65000 65000 LEGAL FEES 53 27 26 BOOK ADJUSTMENT ON CONTRIBUTED SECURITIES 18034 BOOK ADJUSTMENT ON DISPOSED SECURITIES 1902 SCC REGISTRATION FEES 25 13 12 CHECK FEES 56 28 28 IMPACT MAKERS FEE 650 650 650 REVERSAL OF PY TIMING DIFFERENCE 11280 INVESTMENT ADVISORY FEES 16923 15231 1692 FOREIGN TAX WITHHELD 546 546 0 2023 FEDERAL ESTIMATED TAX PAYMENT 165 165 0