2025-08-19T11:25:28-05:00 2024-12-31 461643415 TW TAX ADVISOR LTD PO BOX 29391 HENRICO VA 232420391 990PF 2024-01-01 463656750 THE JOSEPH M RUFFIN FOUNDATION JOSE 8045144958 10912 WESTEK DRIVE RICHMOND VA 23233 BETTY ENRIGHT TREASURER 8045144958 2025-08-19 1 0 THOMAS E WEGERBAUER CPA P00355745 8042130007 2025-08-19 2024 2025-03-06 01:10:19Z X 12093193 X 912477 44371 44371 159746 159746 3520670 3520670 3520670 4637264 3724787 0 0 0 42335 42335 0 4056 3656 400 4120 4095 25 91790 90315 1475 142301 140401 1900 245000 245000 387301 140401 246900 4249963 3584386 2478 9645 9645 1086533 282895 282895 8611232 8589373 9258877 416850 1519056 1516890 0 1000000 1024886 12016 0 0 10129109 11400969 12093193 0 0 X 0 0 0 0 10129109 11400969 10129109 11400969 10129109 11400969 10129109 4249963 0 14379072 2978103 11400969 LPL 3022 ST 2024-02-15 2024-09-15 62005 62005 62005 LPL 3022 LT 2015-07-15 2024-07-15 1692813 1692813 1692813 LPL 2415 ST 2024-02-15 2024-09-15 55382 55382 55382 LPL 2415 LT 2015-07-15 2024-07-15 1709617 1709617 1709617 CAPITAL GAINS DIVIDENDS P 853 853 853 3520670 49823 0 49823 0 49823 1200 0 62000 0 63200 X 20 13357 13357 0 0 0 0 0 0 0 0 0 0 0 1 1 VA 1 0 1 0 0 1 N/A BETTY ENRIGHT 8045144958 10912 WESTEK DRIVE RICHMOND VA 23233 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 KATHY Z RHODES 241 CROSSROAD IRVINGTON VA 22480 DIRECTOR/PRESIDENT 5.00 0 0 0 AMY A SUMMERSETT 1501 WINTERFIELD PLACE MIDLOTHIAN VA 23113 DIRECTOR/SECRETARY 5.00 0 0 0 LAURA METZ 1560 WALKERS RIDGE ROAD POWHATAN VA 23139 DIRECTOR 5.00 0 0 0 BETTY ENRIGHT 10912 WESTEK DRIVE RICHMOND VA 23233 DIRECTOR/TREASURER 5.00 0 0 0 NONE 0 NONE 0 0 10836148 747412 0 11583560 0 0 11583560 173753 11409807 570490 570490 49823 49823 520667 0 520667 0 520667 246900 0 246900 520667 217185 0 0 246900 217185 0 0 29715 0 0 0 0 0 0 0 0 490952 0 0 0 X GOOCHLAND COMMUNITY CATS PO BOX 8 OILVILLE VA 23129 NONE PC CHARITABLE 10000 TUCKAHOE VOLUNTEER RESCUE SQUAD 1101 HORSEPEN RD RICHMOND VA 23229 NONE PC CHARITABLE 51250 RAPPAHANNOCK FOUNDATION INC PO BOX 459 KILMARNOCK VA 22482 NONE PC CHARITABLE 20000 LANOVA PARTNERS FOR PETS PO BOX 361 IRVINGTON VA 22480 NONE PC CHARITABLE 6250 HOUSING FAMILIES FIRST 3900 NINE MILE ROAD HENRICO VA 23233 NONE PC CHARITABLE 50000 TRI-HOPE MINISTRIES PO BOX 2491 CHESTERFIELD VA 23832 NONE PC CHARITABLE 11000 SOUNDSCAPES INC 11712 JEFFERSON AVE SUITE C 473 NEWPORT NEWS VA 23606 NONE PC CHARITABLE 11250 JACOB'S LADDER INC PO BOX 3 URBANNA VA 23175 NONE PC CHARITABLE 35000 CHARACTERWORKS INC 2216 PERL ROAD RICHMOND VA 23230 NONE PC CHARITABLE 25000 SPUR N UP HOPE INC 10620 ROCK CASTLE LANE AMELIA COURT HOUSE VA 23002 NONE PC CHARITABLE 13250 BOYS TO MEN MENTORING NETWORK OF VA 12311 STANCROFT ROAD ROCKVILLE VA 23146 NONE PC CHARITABLE 12000 245000 0 14 44371 14 159746 18 3520670 0 3724787 0 3724787 0 0 0 0 0 0 0 0 0 0 X X 1 JOSEPH M RUFFIN JR ESTATE 1600 WESTBROOK COURT 9311 RICHMOND VA 23227 912477 X TW TAX ADVISOR LTD 1600 1200 400 ACCOUNTING FEES 2456 2456 0 LPL/OPPENHEIMER CORP & GOVT BONDS 1519056 1516890 LPL/OPPENHEIMER EQUITY 4672595 5027483 LPL/OPPENHEIMER MUTUAL FUNDS 1775135 1801427 RUFFIN & PAYNE INC. 2141643 2429967 ANNUITY CONTRACT AT COST 1000000 1024886 LEGAL SERVICES 42335 42335 0 DIVIDENDS IN TRANSIT 12016 0 0 ADJUSTMENT TO COST BASIS FOR SECURITIES RECEIVED IN 2023 2978103 LPL - INVESTMENT FEES 88163 88163 0 INSURANCE 676 676 0 POSTAGE & OFFICE EXPENSES 691 346 345 WEB SITE EXPENSE 2260 1130 1130 JOSEPH M RUFFIN JR ESTATE FEDERAL INCOME TAX 1021 1021 0 SCC FEES 25 0 25 FOREIGN TAX PAID 3074 3074 0