2025-11-13T14:28:29-06:00 2024-12-31 541631262 KEITER STEPHENS HURST GARY & SHREAVES 4401 DOMINION BLVD GLEN ALLEN VA 23060 990PF 2024-01-01 301201296 RED GATES FOUNDATION REDG 8046134619 920 LIBBIE AVE 105 RICHMOND VA 23226 JEFF GALANTI EXECUTIVE DIRECTOR 8046134619 2025-11-13 1 1 VIRGINIA R BELCHER P00421964 8047470000 2024 2025-03-06 01:10:19Z X X 1521801051 X 950000 706366 706386 10067270 10761518 64327286 263995093 64327286 3280173 2538000 79331095 78333190 0 0 0 1125355 390751 638135 145523 41677 81824 37333 21145 16188 65462 0 0 946895 946895 0 5868185 0 0 1289568 16151 24942 8237 5218 3020 104091 21461 64997 9590649 1443298 829106 28827310 67338685 38417959 1443298 68167791 40913136 76889892 4851352 12115030 12115030 5070 5070 5070 12748105 0 12378738 12748105 12748105 1343052872 1496141038 1496141038 69554 0 69554 69554 7628744 722254 722254 1367916776 1521801051 1521801051 1053032 598160 148305215 109789840 102075000 121800046 251433247 232188046 X 1116483529 1289613005 1116483529 1289613005 1367916776 1521801051 1116483529 40913136 132216340 1289613005 0 1289613005 CAR POOL SALE OF PARTNERHSHIP INT D 393257 157285 235972 235972 KIMBALL INC - POPPIN D 17802 17802 17802 JP MORGAN 3659 D 16520297 17921475 -1401178 -1401178 JP MORGAN 3659 D 3465620 4294154 -828534 -828534 JP MORGAN 3659 D 3548394 789544 2758850 2758850 WELLS FARGO 4648 D 12051571 11410779 640792 640792 WELLS FARGO 4648 D 24306854 24306854 0 0 WELLS FARGO 4648 D 43967203 32957130 11010073 11010073 WELLS FARGO 4648 D 90383591 56289588 34094003 34094003 WELLS FARGO 4648 D 23753909 4726812 19027097 19027097 WELLS FARGO 8843 D 10925169 10225887 699282 699282 WELLS FARGO 8843 D 10426328 7744909 2681419 2681419 WELLS FARGO 8843 D 17082166 11924568 5157598 5157598 ALIBABA GROUP HOLDINGS D 7152893 14097552 -6944659 -6944659 JD.COM D 39 37 2 2 GW6 INVESTMENT - DISPOSITION OF PARTNERSHIP INT D 440378 -440378 -440378 JUNIPER HTX3 HOLDINGS - DISPOSITION OF PARTNERSHIP INT D 495850 -495850 -495850 PLUTUS21 CRYPTO FUND - DISPOSITION OF PARTNERSHIP INT D 79809 -79809 -79809 WESTHAMPTON INVESTMENT PARTNERS - DISPOSITION OF PARTNERSHIP INT D 1805196 -1805196 -1805196 64327286 1068769 0 1068769 0 1068769 1279260 0 375000 0 1654260 650 584841 584841 0 0 0 0 0 0 0 0 0 0 0 1 1 VA 1 0 1 0 0 1 N/A THE ORGANIZATION 8046134619 920 LIBBIE AVE RICHMOND VA 23226 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 WILLIAM H GOODWIN JR 800 EAST CANAL STREET SUITE 1900 RICHMOND VA 23219 CHAIRMAN 1.00 0 0 0 MATTHEW T GOODWIN 800 EAST CANAL STREET SUITE 1900 RICHMOND VA 23219 VICE CHAIRMAN 1.00 0 0 0 RICHARD J HIGGERSON 800 EAST CANAL STREET SUITE 1900 RICHMOND VA 23219 BOARD MEMBER 1.00 0 0 0 JEFF GALANTI 800 E CANAL ST SUITE 1900 RICHMOND VA 23219 EXECUTIVE DIRECTOR 40.00 541461 62954 0 MARK SMITH 800 E CANAL ST SUITE 1900 RICHMOND VA 23219 DIRECTOR OF INVESTME 40.00 390687 41741 0 STEPHANIE HICKS 800 E CANAL ST SUITE 1900 RICHMOND VA 23219 DIR OF FINANCE AND A 40.00 192806 38151 0 0 NONE 0 0 1439642190 7739223 13847993 1461229406 0 0 1461229406 21918441 1439310965 71965548 71965548 1068769 1068769 70896779 0 70896779 0 70896779 68167791 0 68167791 70896779 68134818 0 0 68167791 68134818 0 0 32973 0 0 0 0 0 0 0 0 70863806 0 0 0 X AMERICAN CORPORATE PARTNERS 2 GRAND CENTRAL TOWER 140 E 45TH STREET FLOOR 21 NEW YORK NY 10017 GENERAL SUPPORT 400000 AMERICAN RED CROSS 2825 EMERYWOOD PARKWAY RICHMOND VA 23294 GENERAL SUPPORT 100000 ANNA JULIA COOPER SCHOOL 2124 NORTH 29TH STREET RICHMOND VA 23223 GENERAL SUPPORT 10200000 COMMONWEALTH FOUNDATION FOR CANCER RESEARCH 800 EAST CANAL STREET SUITE 1900 RICHMOND VA 23219 GENERAL SUPPORT 20840729 CIRQUE LODGE FOUNDATION 777 N PALISADE DRIVE OREM UT 84097 GENERAL SUPPORT 25000 COMMONWEALTH AUTISM 4108 EAST PARHAN ROAD RICHMOND VA 23228 GENERAL SUPPORT 375000 COMMUNITY COALITION OF SUSSEX PO BOX 502 STONY CREEK VA 23882 GENERAL SUPPORT 50000 CONCORDANCE 6 CITYPLACE DRIVE SUITE 522 ST LOUIS MO 63141 STL LOUIS MO 63141 GENERAL SUPPORT 5000000 CRISTO REY 304 N SHEPPARD STREET RICHMOND VA 23221 RICHMOND VA 23221 GENERAL SUPPORT 600000 CROSSOVER HEALTHCARE MINISTRY 8600 QUIOCCASIN ROAD RICHMOND VA 23229 RICHMOND VA 23229 GENERAL SUPPORT 1000000 DARDEN SCHOOL 100 DARDEN BOULEVARD CHARLOTTESVILL VA 22903 CHARLOTTESVILLE VA 22903 GENERAL SUPPORT 1964000 ELIJAH HOUSE ACADEMY 6627 JAHNKE ROAD RICHMOND VA 23225 RICHMOND VA 23225 GENERAL SUPPORT 256227 FIRST TEE CHARLESTON 321 WINGO WAY SUITE 201 MOUNT PLEASANT SC 29464 MOUNT PLEASANT SC 29464 GENERAL SUPPORT 250000 FIRST TEE-GREATER RICHMOND 100 EVERETT STREET RICHMOND VA 23224 RICHMOND VA 23224 GENERAL SUPPORT 500000 RICHMOND FISHER HOUSE FOUNDATION 12101 BROAD ROCK BOULEVARD RICHMOND VA 23249 RICHMOND VA 23249 GENERAL SUPPORT 1100000 FOCUSED ULTRASOUND FOUNDATION 1230 CEDARS COURT SUITE 206 CHARLOTTESVILLE VA 22903 CHARLOTTESVILLE VA 22903 GENERAL SUPPORT 1960629 VIRGINIA TECH FOUNDATION INC 902 PRICES FORK ROAD SUITE 4000 BLACKSBURG VA 24061 BLACKSBURG VA 24061 GENERAL SUPPORT 10000000 GOOCHLAND CARES 2999 RIVER ROAD WEST GOOCHLAND VA 23063 GOOCHLAND VA 23063 GENERAL SUPPORT 250000 JAMES RIVER ASSOCIATION 16 SOUTH 17TH STREET SUITE 100 RICHMOND VA 23219 GENERAL SUPPORT 20000 LIBERATION VETERAN SERVICES 1201 HULL STREET RICHMOND VA 23224 GENERAL SUPPORT 2372100 NEW SCHOOLS FOR VIRGINIA CORPORATION 1802 BAYBERRY COURT SUITE 401 RICHMOND VA 23226 GENERAL SUPPORT 850000 NORTHSTAR ACADEMY 8055 SHRADER ROAD RICHMOND VA 23294 GENERAL SUPPORT 1000000 OPERATION PATRIOTS FOB 198 OKATIE VILLAGE DRIVE STE 103-335 OKATIE SC 29909 GENERAL SUPPORT 250000 PATRICK HENRY SCHOOL OF SCIENCE AND ARTS 3411 SEMMES AVE RICHMOND VA 23225 GENERAL SUPPORT 300000 RONALD MCDONAOLD HOUSE CHARITIES OF RICHMOND 2330 MONUMENT AVENUE RICHMOND VA 23220 GENERAL SUPPORT 1350000 SPORTS BACKERS 100 AVENUE OF CHAMPIONS SUITE 300 RICHMOND VA 23230 GENERAL SUPPORT 225000 YWCA RICHMOND 6 NORTH 5TH STREET RICHMOND VA 23219 GENERAL SUPPORT 3500000 ST ANDREWS SCHOOL 227 SOUTH CHERRY STREET RICHMOND VA 23220 GENERAL SUPPORT 100000 SWIMRVA 5050 RIDGEDALE PARKWAY RICHMOND VA 23234 GENERAL SUPPORT 50000 UPRVA 2100 NORTH 29TH STREET RICHMOND VA 23223 GENERAL SUPPORT 100000 VANDERBILT UNIVERSITY MEDICAL CENTER 525 ROYAL PARKWAY NASHVILLE TN 37229 GENERAL SUPPORT 2000000 VIRGINIA LITERACY FOUNDATION 413 STUART CIRCLE UNIT 303 RICHMOND VA 23220 GENERAL SUPPORT 250000 VIRGINIA MUSEUM OF HISTORY & CULTURE 428 N ARTHUR ASHE BOULEVARD RICHMOND VA 23220 GENERAL SUPPORT 100000 67338685 ANNA JULIA COOPER SCHOOL 2124 NORTH 29TH STREET RICHMOND VA 23223 GENERAL SUPPORT 4000000 COMMONWEALTH FOUNDATION FOR CANCER RESEARCH 800 EAST CANAL STREET SUITE 1900 RICHMOND VA 23219 GENERAL SUPPORT 47016438 CIRQUE LODGE FOUNDATION 777 N PALISADE DRIVE OREM UT 84097 GENERAL SUPPORT 75000 COMMUNITY COALITION OF SUSSEX PO BOX 502 STONY CREEK VA 23882 GENERAL SUPPORT 50000 CONCORDANCE 6 CITYPLACE DRIVE SUITE 522 ST LOUIS MO 63141 STL LOUIS MO 63141 GENERAL SUPPORT 7500000 FIRST TEE-GREATER RICHMOND 100 EVERETT STREET RICHMOND VA 23224 RICHMOND VA 23224 GENERAL SUPPORT 500000 VIRGINIA TECH FOUNDATION INC 920 PRICES FORK ROAD SUITE 4000 BLACKSBURG VA 24061 GENERAL SUPPORT 27500000 JAMES RIVER ASSOCIATION 16 SOUTH 17TH STREET SUITE 100 RICHMOND VA 23219 GENERAL SUPPORT 60000 NEW SCHOOLS FOR VIRGINIA 1802 BAYBERRY COURT SUITE 401 RICHMOND VA 23226 GENERAL SUPPORT 399999 SPORTS BACKERS 100 AVENUE OF CHAMPIONS SUITE 300 RICHMOND VA 23230 GENERAL SUPPORT 300000 ST ANDREWS SCHOOL 227 SOUTH CHERRY STREET RICHMOND VA 23220 GENERAL SUPPORT 300000 SWIMRVA 5050 RIDGEDALE PARKWAY RICHMOND VA 23234 GENERAL SUPPORT 150000 THE VIRGINIA HOME 1101 HAMPTON ST RICHMOND VA 23220 GENERAL SUPPORT 25000000 VANDERBILT UNIVERSITY MEDICAL CENTER 525 ROYAL PARKWAY NASHVILLE TN 37229 GENERAL SUPPORT 2000000 VIRGINIA LITERACY FOUNDATION 413 STUART CIRCLE UNIT 303 RICHMOND VA 23220 GENERAL SUPPORT 250000 VIRGINIA MUSEUM OF HISTORY AND CULTURE 428 N ARTHUR ASHE BOULEVARD RICHMOND VA 23220 GENERAL SUPPORT 300000 115401437 14 706366 14 10067270 14 3280173 18 64327286 0 78381095 0 78381095 0 0 0 0 0 0 0 0 0 0 X X 1 ESTATE OF WILLIAM H GOODWIN III 800 EAST CANAL ST STE 1900 RICHMOND VA 23219 950000 X ACCOUNTING 65462 0 0 MARKETABLE SECURITIES FMV 591605634 591605634 PRIVATE EQUITY INVESTMENTS FMV 23005259 23005259 REAL ESTATE FMV 11477520 11477520 INVESTMENTS MEASURED AT NAV FMV 870052625 870052625 LEGAL 37333 21145 16188 REDEMPTIONS RECEIVABLE 7439222 532732 532732 OTHER ASSETS 189522 189522 189522 ADMINSTRATIVE EXPENSES 97962 21461 64997 INSURANCE 6129 0 0 INCOME FROM PASSTHROUGH ENTITIES 2528671 1786498 2528671 ROCKETTS RIDGE LLC 751502 751502 0 BOOK TAX DIFFERENCE IN REALIZED GAINS AND LOSSES 60554054 UNREALIZED GAINS/LOSSES 71662286 LINE OF CREDIT 102075000 121800046 INVESTMENT MANAGEMENT FEES 946895 946895 0 ESTATE OF WILLIAM HGOODWIN III 800 EAST CANAL ST RICHMOND VA 23219 EXCISE TAXES 1241842 0 0 PAYROLL TAXES 47726 16151 24942