2015-05-29T14:35:47-05:00 2014-12-31 364549119 SBK FINANCIAL INC 8720 STONY POINT PARKWAY 250 RICHMOND VA 23235 990PF 2014-01-01 205524239 BYRD FAMILY FOUNDATION BYRD 8043794194 16109 FOUNDERS BRIDGE TERRACE MIDLOTHIAN VA 23113 THOMAS R BYRD PRESIDENT/TREASURER 8043794194 2015-05-29 1 NANCY G COCHRAN P00236906 8042371700 2015-05-19 2014 2016-02-25 16:41:14Z X 1840312 X 48990 2 2 44907 44907 135971 671100 135971 229870 180880 0 0 0 74 37 37 23290 20961 2329 2235 733 0 418 210 208 26017 21941 2574 95000 95000 121017 21941 97574 108853 158939 2159 10167 10167 91124 35886 35886 1075433 1045177 1201084 356615 447443 430804 89699 159092 162371 1615030 1697765 1840312 0 0 X 0 0 0 0 1615030 1697765 1615030 1697765 1615030 1697765 1615030 108853 0 1723883 26118 1697765 PUBLICLY TRADED SECURITIES 111631 106854 4777 4777 PUBLICLY TRADED SECURITIES 96584 101214 -4630 -4630 PUBLICLY TRADED SECURITIES 405457 327061 78396 78396 CAPITAL GAINS DIVIDENDS P 57428 57428 57428 135971 0 88946 1776796 0.050060 81534 1602507 0.050879 73869 1481361 0.049866 73589 1385574 0.053111 59606 1282859 0.046463 0.250379 0.050076 1901436 95216 1589 96805 97574 X 1589 0 1589 0 1589 1640 2500 4140 2551 2551 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 1919721 10671 0 1930392 0 0 1930392 28956 1901436 95072 95072 1589 1589 93483 0 93483 0 93483 97574 0 97574 1589 95985 93483 0 0 5891 2063 3341 3314 14609 97574 0 0 0 93483 4091 0 0 18700 0 0 0 0 0 0 0 18700 5891 2063 3341 3314 4091 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 5000 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 1000 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 1500 GRASSROOT SOCCER INC 198 CHURCH STREET NORWICH VT 05055 NONE PC GENERAL OPERATING PURPOSES 5000 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 2500 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 2500 SCIENCE MUSEUM OF VIRGINIA 2500 WEST BROAD STREET RICHMOND VA 232202057 NONE PC GENERAL OPERATING PURPOSES 1000 ST LOUIS AREA FOODBANK 70 CORPORATE WOODS DR BRIDGETON MO 63044 NONE PC GENERAL OPERATING PURPOSES 1500 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 1000 THE READ CENTER 2000 BREMO RD RICHMOND VA 23226 NONE PC GENERAL OPERATING PURPOSES 1000 UNITED WAY OF GREATER RICHMOND 2001 MAYWILL STREET SUITE 201 RICHMOND VA 23230 NONE PC GENERAL OPERATING PURPOSES 1000 VIRGINIA HISTORICAL SOCIETY 428 NORTH BOULEVARD RICHMOND VA 23220 NONE PC GENERAL OPERATING PURPOSES 1000 95000 0 14 2 14 44907 18 135971 0 180880 0 180880 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 48990 X X 1 500 SHS WELLPOINT INC 48990 2014-05-31 N/A 0 DOUBLELINE TOTAL RETURN BD 97439 95101 EATON VANCE FLOATING RATE 48713 47339 ISHARES BARCLAYS 56527 57119 OSTERWEIS STRAT INC FD 86370 83266 PIMCO 1-5 YEAR TIPS 38525 37556 PIMCO EMERGING LOCAL BOND 43524 34789 PIMCO INVEST GRD CORP 38143 37467 VANGUARD MORTGAGE BACKED 38202 38167 CAMBIAR SMALL CAP 18360 17506 BRANDES INTL SMALL CAP 39913 36132 EATON VANCE ATLANTA SMALL CAP 53478 58825 FEDERATED STRATEGIC VALUE 68391 91653 ISHARES CORE MSCI EUROPE 61352 56643 ISHARES CORE MSCI PACIFIC 61087 55743 JOHN HANCOCK DISC VALUE 184562 211605 JP MORGAN US EQUITY 116480 129026 MAINSTAY ICAP INTL 95469 92262 MANNING & NAPIER - WORLD 140897 138926 OPENHEIMER DEV MKTS 45649 53154 T ROWE PRICE INST LARGE CAP 105741 202719 T ROWE PRICE DIV SMALL CAP 13631 19526 VAN ECK EMERGING MKT 40167 37364 WASATCH LONGSHORT FD AT COST 120878 125118 WFA ABSOLUTE RETURN FD AT COST 38214 37253 LEGAL FEES 74 37 37 BOOK ADJUSTMENT ON CONTRIBUTED SECURITIES 26118 SCC REGISTRATION FEES 25 13 12 BANK FEES 393 197 196 INVESTMENT ADVISORY FEES 23290 20961 2329 FOREIGN TAX WITHHELD 733 733 0 EXCISE TAX 1502 0 0