2017-05-15T07:22:07-05:00 2016-12-31 364549119 SBK FINANCIAL INC 1001 HAXALL POINT SUITE 705 RICHMOND VA 23219 990PF 2016-01-01 205524239 BYRD FAMILY FOUNDATION BYRD 8043794194 16109 FOUNDERS BRIDGE TERRACE MIDLOTHIAN VA 23113 THOMAS R BYRD PRESIDENT/TREASURER 8043794194 2017-05-15 1 NANCY G COCHRAN P00236906 8042371700 2017-05-03 23.25.100.154 2017-05-15 07:21:15 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 CF3C5D45E85415D1244B7DC8E1C7DE8D7D804539 2016 2021-01-29 14:40:06Z X 1642257 X 0 X 1 1 28342 28342 27888 1070395 27888 56231 56231 0 0 0 77 39 38 20195 18356 1839 562 562 0 25 13 12 20859 18970 1889 92000 92000 112859 18970 93889 -56628 37261 73603 13576 13576 57076 24075 24075 1003020 756734 812106 433312 667354 647322 99636 148280 145178 1666647 1610019 1642257 0 0 X 0 0 0 0 1666647 1610019 1666647 1610019 1666647 1610019 1666647 -56628 0 1610019 0 1610019 PUBLICLY TRADED SECURITIES 279864 290340 -10476 -10476 PUBLICLY TRADED SECURITIES 593502 617402 -23900 -23900 PUBLICLY TRADED SECURITIES 191463 134765 56698 56698 CAPITAL GAINS DIVIDENDS P 5566 5566 5566 27888 0 95359 1816149 0.052506 95985 1901436 0.050480 88946 1776796 0.050060 81534 1602507 0.050879 73869 1481361 0.049866 0.253791 0.050758 1675995 85070 373 85443 93889 X 373 0 373 0 373 1877 1877 1504 1504 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 1687101 14417 0 1701518 0 0 1701518 25523 1675995 83800 83800 373 373 83427 0 83427 0 83427 93889 0 93889 373 93516 83427 0 0 2063 3341 3314 4091 5900 18709 93889 0 0 0 83427 10462 0 0 29171 0 0 0 0 0 0 2063 27108 3341 3314 4091 5900 10462 THOMAS R BYRD DAISY H BYRD THOMAS AND DAISY BYRD 16109 FOUNDERS BRIDGE TERRACE MIDLOTHIAN VA 23113 8043794194 TBYRD123@VERIZON.NET 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 4000 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 FIT 4 KIDS 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 2500 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 4000 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 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 1 14 28342 18 27888 0 56231 0 56231 0 0 0 0 0 0 0 0 0 0 N/A 0 DOUBLELINE TOTAL RETURN BD 148050 141711 ISHARES TREASURY BONDS 218875 212728 OSTERWEIS STRAT INC FD 0 0 PIMCO INVEST GRD CORP 196368 190787 VANGUARD MORTGAGE BACKED 104061 102096 ADVISORS CAMBIAR INTERNATIONAL 71657 72169 ADVISORS CAMBIAR SMALL CAP 16508 16258 BRANDES INTL SMALL CAP 32739 31927 EATON VANCE ATLANTA SMALL CAP 23950 30892 EDGEWOOD GROWTH 94844 94759 FEDERATED EQUITY VALUE 73326 95866 GOTHAM NEUTRAL FUND 60529 63525 ISHARES CORE MSCI EUROPE 0 0 ISHARES CORE MSCI PACIFIC 0 0 ISHARES CORE S&P 500 116665 120595 JOHCM INTERNATIONAL 100833 95033 JOHN HANCOCK DISC VALUE 76148 94976 JP MORGAN US EQUITY 0 0 MAINSTAY ICAP INTL 0 0 OPENHEIMER DEV MKTS 79841 80096 T ROWE PRICE INST LARGE CAP 0 0 T ROWE PRICE SMALL CAP 9694 16010 VAN ECK EMERGING MKT 0 0 ABBEY CAP FUTURES AT COST 51734 48414 BLACKSTONE ALT AT COST 31546 31764 IMPACT MAKERS AT COST 65000 65000 WASATCH LONGSHORT FD AT COST 0 0 WFA ABSOLUTE RETURN FD AT COST 0 0 LEGAL FEES 77 39 38 SCC REGISTRATION FEES 25 13 12 INVESTMENT ADVISORY FEES 20195 18356 1839 FOREIGN TAX WITHHELD 562 562 0