2018-08-16T10:39:46-05:00 2017-12-31 364549119 SBK FINANCIAL INC 1001 HAXALL POINT SUITE 705 RICHMOND VA 23219 990PF 2017-01-01 205524239 BYRD FAMILY FOUNDATION BYRD 8043794194 16109 FOUNDERS BRIDGE TERRACE MIDLOTHIAN VA 23113 THOMAS R BYRD PRESIDENT/TREASURER 8043794194 2018-08-16 1 NANCY G COCHRAN P00236906 8042371700 2018-08-07 2017 2022-09-23 18:48:47Z X 1736618 X 10355 35893 35893 85157 578934 85157 131405 121050 0 0 0 81 41 40 21113 19002 2111 388 388 0 60 31 29 21642 19462 2180 92000 92000 113642 19462 94180 17763 101588 13576 14685 14685 24075 275209 275209 756734 466645 596223 667354 681667 670891 148280 181029 179610 1610019 1619235 1736618 0 0 X 0 0 0 0 1610019 1619235 1610019 1619235 1610019 1619235 1610019 17763 0 1627782 8547 1619235 PUBLICLY TRADED SECURITIES 121559 112444 9115 9115 PUBLICLY TRADED SECURITIES 367610 334253 33357 33357 PUBLICLY TRADED SECURITIES 66887 45270 21617 21617 PUBLICLY TRADED SECURITIES 10355 1810 8545 8545 CAPITAL GAINS DIVIDENDS P 12523 12523 12523 85157 0 93516 1675995 0.055797 95359 1816149 0.052506 95985 1901436 0.050480 88946 1776796 0.050060 81534 1602507 0.050879 0.259722 0.051944 1714637 89065 1016 90081 94180 X 1016 0 1016 0 1016 1504 800 0 2304 0 1288 1288 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 8043794194 16109 FOUNDERS BRIDGE TERRACE MIDLOTHIAN VA 23113 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 THOMAS R BYRD 16109 FOUNDERS BRIDGE TERRACE MIDLOTHIAN VA 23113 PRESIDENT/TREASURER 1.00 0 0 0 DAISY H BYRD 16109 FOUNDERS BRIDGE TERRACE MIDLOTHIAN VA 23113 SECRETARY 1.00 0 0 0 JASON C BYRD 16109 FOUNDERS BRIDGE TERRACE MIDLOTHIAN VA 23113 BOARD MEMBER 1.00 0 0 0 MEGAN T BYRD 16109 FOUNDERS BRIDGE TERRACE MIDLOTHIAN VA 23113 BOARD MEMBER 1.00 0 0 0 NONE 0 NONE 0 N/A 0 N/A 0 0 0 1713636 27112 0 1740748 0 0 1740748 26111 1714637 85732 85732 1016 1016 84716 0 84716 0 84716 94180 0 94180 1016 93164 84716 0 0 3341 3314 4091 5900 10462 27108 94180 0 0 0 84716 9464 0 0 36572 0 0 0 0 0 0 3341 33231 3314 4091 5900 10462 9464 THOMAS R BYRD DAISY H BYRD THOMAS AND DAISY BYRD 16109 FOUNDERS BRIDGE TERRACE MIDLOTHIAN VA 23113 8043794194 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 3000 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 10000 CHILDREN'S MUSEUM OF RICHMOND 2626 WEST BROAD STREET RICHMOND VA 23220 NONE PC GENERAL OPERATING PURPOSES 500 CROSSOVER MINISTRY 108 COWARDIN AVENUE RICHMOND VA 23224 NONE PC GENERAL OPERATING PURPOSES 12500 FIT4KIDS 2500 WEST BROAD STREET RICHMOND VA 23220 NONE PC GENERAL OPERATING PURPOSES 25000 GOD'S PANTRY FOOD BANK 1685 JAGGIE FOX WAY LEXINGTON KY 40511 NONE PC GENERAL OPERATING PURPOSES 1000 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 1000 MEALS ON WHEELS SERVING CENTRAL VIRGINIA 1415 RHOADMILLER STREET RICHMOND VA 23220 NONE PC GENERAL OPERATING PURPOSES 2500 REACH OUT AND READ 56 ROLAND STREET SUITE 100D BOSTON MA 02129 NONE PC GENERAL OPERATING PURPOSES 3000 READING CAMP PO BOX 610 LEXINGTON KY 405880610 NONE PC GENERAL OPERATING PURPOSES 1000 ROOM TO READ 111 SUTTER STREET 16TH FLOOR SAN FRANCISCO CA 94104 NONE PC GENERAL OPERATING PURPOSES 1500 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 2000 ST LOUIS AREA FOODBANK 70 CORPORATE WOODS DR BRIDGETON MO 63044 NONE PC GENERAL OPERATING PURPOSES 1000 STOP CHILD ABUSE NOW 103 E GRACE ST RICHMOND VA 23219 NONE PC GENERAL OPERATING PURPOSES 2500 THE HEALING PLACE 700 DINWIDDIE AVE RICHMOND VA 23224 NONE PC GENERAL OPERATING PURPOSES 10000 THE LIVING ARTS AND SCIENCE CENTER 362 N MARTIN LUTHER KING BLVD LEXINGTON KY 40508 NONE PC GENERAL OPERATING PURPOSES 500 THE READ CENTER 2000 BREMO RD RICHMOND VA 23226 NONE PC GENERAL OPERATING PURPOSES 500 VIRGINIA HISTORICAL SOCIETY 428 NORTH BOULEVARD RICHMOND VA 23220 NONE PC GENERAL OPERATING PURPOSES 1500 92000 0 14 35893 18 85157 0 121050 0 121050 0 0 0 0 0 0 0 0 0 0 X X 1 THOMAS R AND DAISY H BYRD 16109 FOUNDERS BRIDGE TERRACE MIDLOTHIAN VA 23113 10355 X X 1 46 SHS ANTHEM 10355 2017-12-22 N/A 0 DOUBLELINE TOTAL RETURN BD 153037 147161 EATON VANCE FLOATING RATE 49388 49284 ISHARES TREASURY BONDS 224779 220228 PIMCO INVEST GRD CORP 163001 164157 VANGUARD MORTGAGE BACKED 91462 90061 ADVISORS CAMBIAR INTERNATIONAL 62123 74186 BRANDES INTL SMALL CAP 31233 31320 EATON VANCE ATLANTA SMALL CAP 34348 49040 EDGEWOOD GROWTH 74536 98689 FEDERATED EQUITY VALUE 45221 62960 ISHARES CORE S&P 500 119538 143297 JOHN HANCOCK DISC VALUE 75130 103437 NUVEEN SMALL CAP 16236 16593 T ROWE PRICE SMALL CAP 8280 16701 ABBEY CAP FUTURES AT COST 35014 33039 BLACKSTONE ALT AT COST 81015 81571 IMPACT MAKERS AT COST 65000 65000 LEGAL FEES 81 41 40 BOOK ADJUSTMENT ON CONTRIBUTED SECURITIES 8547 SCC REGISTRATION FEES 25 13 12 BANK FEES 35 18 17 INVESTMENT ADVISORY FEES 21113 19002 2111 FOREIGN TAX WITHHELD 388 388 0