2025-05-05T14:40:30-05:00 2024-12-31 541631262 KEITER STEPHENS HURST GARY & SHREAVES 4401 DOMINION BLVD GLEN ALLEN VA 23060 990PF 2024-01-01 854291663 RB CHARITABLE FOUNDATION RBCH 5612290000 7108 FAIRWAY DRIVE SUITE 150 PALM BEACH GARDENS FL 33418 G WILLIAM MECKERT VICE PRESIDENT 5612290000 2025-05-01 1 1 JOHN MURRAY P01268489 8047470000 2024 2025-03-06 01:10:19Z X 186733 X 121665 6258 6258 94321 121475 94321 222244 100579 0 0 0 2100 0 2100 133 0 133 1567 0 0 15 0 0 3815 0 2233 11000 21000 14815 0 23233 207429 100579 35741 138661 138661 42341 48072 48072 78082 186733 186733 20000 10000 20000 10000 X 58082 176733 58082 176733 78082 186733 58082 207429 6412 271923 95190 176733 ABBVIE INC P 320 57 263 263 ABBVIE INC P 1761 274 1487 1487 APPLE INC P 12020 512 11508 11508 CARRIER GLOBAL CORP P 61 9 52 52 CARRIER GLOBAL CORP P 978 91 887 887 EXXON MOBILE P 2924 881 2043 2043 JPMORGAN CHASE & CO P 1346 316 1030 1030 JPMORGAN CHASE & CO P 2499 605 1894 1894 JPMORGAN CHASE & CO P 3076 733 2343 2343 LOWES COMPANIES INC P 8451 489 7962 7962 MCKESSON CORP P 5241 376 4865 4865 METLIFE INC P 1404 422 982 982 MICROSOFT CORP P 396 27 369 369 MICROSOFT CORP P 3955 167 3788 3788 MICROSOFT CORP P 20172 1303 18869 18869 OTIS WORLDWIDE CORP P 731 127 604 604 TEXAS INSTRUMENTS INC P 880 171 709 709 TEXAS INSTRUMENTS INC P 1232 120 1112 1112 TEXAS INSTRUMENTS INC P 1760 230 1530 1530 TEXAS INSTRUMENTS INC P 1760 306 1454 1454 TEXAS INSTRUMENTS INC P 880 159 721 721 ABBVIE INC P 801 215 586 586 AMERICAN EXPRESS CO P 2784 786 1998 1998 AUTOMATIC DATA PROCESSING INC P 2919 675 2244 2244 ISHARES S&P MID-CAP P 258 208 50 50 JPMORGAN CHASE & CO P 7114 1529 5585 5585 SPDR S&P 500 ETF TRUST P 11053 4506 6547 6547 TJX COMPANIES INC P 6162 819 5343 5343 VANGUARD FTSE P 4492 3998 494 494 VANGUARD INDEX P 149 135 14 14 VANGUARD INDEX P 906 806 100 100 VANGUARD INDEX P 1668 873 795 795 VANGUARD INDEX P 5955 2982 2973 2973 VANGUARD INDEX P 5367 2247 3120 3120 94321 1398 0 1398 0 1398 1880 0 0 0 1880 0 482 482 0 0 0 0 0 0 0 0 0 0 0 0 1 VA 1 0 1 0 0 1 N/A ELIZABETH STEVENS 5612290000 7108 FAIRWAY DRIVE SUITE 150 PALM BEACH GARDENS FL 33418 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 REID A BROWN 7108 FAIRWAY DRIVE SUITE 150 PALM BEACH GARDENS FL 33418 PRESIDENT 1.00 0 0 0 G WILLIAM MECKERT 7108 FAIRWAY DRIVE SUITE 150 PALM BEACH GARDENS FL 33418 VP, SECRETARY/TREASURER 1.00 0 0 0 SHELLEY B RABHAN 7108 FAIRWAY DRIVE SUITE 150 PALM BEACH GARDENS FL 33418 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 60445 151555 0 212000 0 0 212000 3180 208820 10441 10441 1398 1398 9043 0 9043 0 9043 23233 0 23233 9043 0 0 166400 179406 203219 549025 23233 0 0 0 9043 14190 0 0 563215 0 0 0 0 0 0 0 563215 166400 179406 203219 14190 X COMMUNITY FOUNDATION OF LOUISVILLE 325 W MAIN STREET SUITE 1110 LOUISVILLE KY 40202 NONE 501(C)(3) WE DAY KENTUCKY FUND 5000 MERRELL FAMILY FOUNDATION 701 S OLIVE AVE 1914 WEST PALM BEACH FL 33401 NONE 501(C)(3) GENERAL PURPOSES 5000 VALOR DISCOVERY MANAGED MISSIONS 3775 GRACE BLVD HIGHLANDS RANCH CO 80126 NONE 501(C)(3) GENERAL PURPOSES 1000 DANA-FARBER CANCER INSTITUTE 10 BROOKLINE PLACE WEST 6TH FLOOR BROOKLINE MA 02445 NONE 501(C)(3) GENERAL PURPOSES 10000 21000 0 14 6258 18 94321 0 100579 0 100579 0 0 0 0 0 0 0 0 0 0 X X 1 REID ANDREW BROWN 7108 FAIRWAY DRIVE SUITE 150 PALM BEACH GARDENS FL 33418 121118 X X 1 DONATION OF VARIOUS STOCKS 121118 2024-05-01 ACCOUNTING FEES 2100 0 2100 VANGUARD INDEX FUNDS - MIDCAP ETF 48072 48072 BOOK TAX DIFFERENCE IN REALIZED GAINS/LOSSES 95190 MISCELLANEOUS EXPENSE 15 0 0 UNREALIZED GAIN/LOSS 6412 CORPORATE COMPLIANCE FEES 133 0 133 REID ANDREW BROWN 7108 FAIRWAY DRIVE SUITE 150 PALM BEACH GARDENS FL 33418 EXCISE TAX 1567 0 0