2024-10-24T14:49:26-05:00 2023-12-31 541967771 CAVANAUGH NELSON PLC 999 WATERSIDE DRIVE SUITE 2250 NORFOLK VA 23510 990PF 2023-01-01 546038902 THE LANDMARK FOUNDATION LAND 7573518011 150 GRANBY STREET 19TH FLOOR NORFOLK VA 23510 FRANK BATTEN JR PRESIDENT 7573518838 2024-10-24 1 0 MARK A NELSON P00358004 7575784900 2023 2024-10-15 13:58:12Z X 92600252 X X 2735313 2735313 559601 29282210 559601 3294914 3294914 0 0 0 12996 0 0 234273 27525 0 154275 154250 0 401544 181775 0 8993500 8993500 9395044 181775 8993500 -6100130 3113139 10000 10000 29204639 34669724 34669724 58816811 57665298 57665298 98835 127615 127615 86953 127615 127615 88207238 92600252 92600252 0 10000 0 10000 X 88207238 92590252 88207238 92590252 88207238 92600252 88207238 -6100130 10483144 92590252 0 92590252 PUBLICLY TRADED SECURITIES P 29282210 28722609 559601 559601 559601 43273 0 43273 0 43273 40000 0 30000 0 70000 X 293 26434 26434 0 1 0 0 0 0 0 0 0 0 0 1 1 VA 1 0 0 0 0 1 N/A CORPORATE OFFICERS 7573518011 150 GRANBY ST 19TH FLOOR NORFOLK VA 23510 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 RICHARD F BARRY III 150 GRANBY ST 19TH FLOOR NORFOLK VA 23510 VICE PRESIDENT AND DIRECTO 1.00 0 0 0 FRANK BATTEN JR 150 GRANBY ST 19TH FLOOR NORFOLK VA 23510 PRESIDENT AND DIRECTOR 4.00 0 0 0 CHARLES L WATKINS 150 GRANBY ST 19TH FLOOR NORFOLK VA 23510 VICE PRESIDENT AND DIRECTO 0.50 0 0 0 GUY R FRIDDELL III 150 GRANBY ST 19TH FLOOR NORFOLK VA 23510 VICE PRESIDENT AND SECRETARY 0.50 0 0 0 COLLEEN R PITTMAN 150 GRANBY ST 19TH FLOOR NORFOLK VA 23510 VICE PRESIDENT AND TREASURER 0.50 0 0 0 CONRAD M HALL 150 GRANBY ST 19TH FLOOR NORFOLK VA 23510 DIRECTOR 0.50 0 0 0 NONE 0 1607 CAPITAL PARTNERS 4991 LAKE BROOK DRIVE GLEN ALLEN VA 23060 INVESTMENT MANAGEMENT 87796 0 0 65196167 23311599 0 88507766 0 0 88507766 1327616 87180150 4359008 4359008 43273 43273 4315735 0 4315735 0 4315735 8993500 0 8993500 4315735 0 0 2855238 2318817 553362 3482299 9209716 8993500 0 0 0 4315735 4677765 0 0 13887481 0 0 0 0 0 0 2855238 11032243 2318817 553362 3482299 4677765 X 757 ACCELERATE 400 GRANBY STREET NORFOLK VA 23510 PC HUMAN SERVICES 25000 VIRGINIA COMMEMORATIONS INC PO BOX 1607 WILLIAMSBURG VA 23187 PC ARTS & MUSEUMS 100000 ACCESS COLLEGE FOUNDATION 7300 NEWPORT AVE NORFOLK VA 23505 PC EDUCATIONAL PROGRAMS 445000 ALBEMARLE AREA UNITED WAY 1413 PARKVIEW DR ELIZABETH CITY NC 27907 PC HUMAN SERVICES 5000 AN ACHIEVABLE DREAM VIRGINIA BEACH 912 SOUTH BIRDNECK ROAD VIRGINIA BEACH VA 23451 PC EDUCATIONAL PROGRAMS 100000 CHESAPEAKE BAY FOUNDATION INC 6 HERNDON AVE ANNAPOLIS MD 21403 PC ENVIROMENTAL SERVICES 100000 CHESAPEAKE HEALTH DEPARTMENT 748 N BATTLEFIELD BLVD CHESAPEAKE VA 23320 GOVERNMENT ENTITY HUMAN SERVICES 300000 CHILDREN'S HOSPITAL OF THE KING'S DAUGHTERS 601 CHILDRENS LANE NORFOLK VA 23507 PC HUMAN SERVICES 1150000 CIVIC LEADERSHIP INSTITUTE 4211 MONARCH WAY 116 NORFOLK VA 23508 PC HUMAN SERVICES 5000 COMMUNITIES IN SCHOOLS OF HAMPTON ROADS PO BOX 7784 PORTSMOUTH VA 23707 PC HUMAN SERVICES 50000 FORKIDS INC 4200 COLLEY AVE SUITE A NORFOLK VA 23508 PC HUMAN SERVICES 50000 GENERAL DOUGLAS MACARUTHUR FOUNDATION 198 BANK ST NORFOLK VA 23510 PC ARTS & MUSEUMS 4000 GIRLS ON THE RUN 1405 REISLING COURT LAS VEGAS NV 89144 PC HUMAN SERVICES 25000 HAMPTON ROADS ECONOMIC DEVELOPMENT ALLIANCE 500 E MAIN ST STE 1300 NORFOLK VA 23510 PC HUMAN SERVICES 100000 HORIZONS HAMPTON ROADS 7336 GRANBY STREET NORFOLK VA 23505 PC EDUCATIONAL PROGRAMS 35000 IMPACT LIVING SERVICES 316 BROOK PARK PLACE FOREST VA 24551 PC HUMAN SERVICES 50000 JOY MINISTRIES 1446 KEMPSVILLE ROAD VIRGINIA BEACH VA 23464 PC HUMAN SERVICES 50000 JUDEO - CHRISTIAN OUTREACH CENTER 1053 VIRGINIA BEACH BLVD VIRGINIA BEACH VA 23451 PC HUMAN SERVICES 50000 NANSEMOND RIVER PRESERVATION ALLIANCE 8881 ECLIPSE DRIVE SUFFOLK VA 23433 PC CONSERVATION SERVICES 5000 NORFOLK STATE UNIVERSITY 700 PARK AVE NORFOLK VA 23504 PC EDUCATIONAL GRANTS 1000000 ODU EDUCATIONAL FOUNDATION 5115 HAMPTON BLVD NORFOLK VA 23529 PC EDUCATIONAL GRANTS 500000 SAMARITAN HOUSE 2620 SOUTHERN BLVD VIRGINIA BEACH VA 23452 PC HUMAN SERVICES 50000 THE SALVATION ARMY 5525 RABY ROAD NORFOLK VA 23502 PC HUMAN SERVICES 10000 THE UP CENTER 150 BOUSH ST STE 500 NORFOLK VA 23510 PC HUMAN SERVICES 50000 TIDEWATER COMMUNITY COLLEGE EDUCATIONAL FOUNDATION 121 COLLEGE PLACE STE 604 NORFOLK VA 23510 PC EDUCATIONAL GRANTS 50000 TIDEWATER FRIENDS OF FOSTER CARE 999 WATERSIDE DR SUITE 430 NORFOLK VA 23510 PC HUMAN SERVICES 75000 TOGETHER WE CAN FOUNDATION 5101 CLEVELAND ST 305 VIRGINIA BEACH VA 23462 PC HUMAN SERVICES 30000 UNION MISSION MINISTRIES 5100 E VIRGINIA BEACH BLVD NORFOLK VA 23502 PC HUMAN SERVICES 50000 UNITED WAY OF SOUTH HAMPTON ROADS 2515 WALMER AVENUE NORFOLK VA 23513 PC HUMAN SERVICES 450000 URBAN LEAGUE OF HAMPTON ROADS 830 GOFF ST NORFOLK VA 23504 PC HUMAN SERVICES 50000 VIRGINIA BEACH DEPARTMENT OF PUBLIC HEALTH 4452 CORPORATION LANE 200 VIRGINIA BEACH VA 23462 GOVERNMENT ENTITY HUMAN SERVICES 300000 VIRGINIA CENTER FOR INCLUSIVE COMMUNITIES 5511 STAPLES MILL RD 202 RICHMOND VA 23228 PC HUMAN SERVICES 2500 VIRGINIA FOUNDATION FOR INDEPENDENT COLLEGES 901 EAST BYRD ST SUITE 1625 RICHMOND VA 23219 PC EDUCATIONAL PROGRAMS 50000 VIRGINIA PUBLIC ACCESS PROJECT 1209 E CARY ST SUITE 200 RICHMOND VA 23219 PC EDUCATIONAL PROGRAMS 2000 VIRGINIA WESLEYAN UNIVERSITY 5817 WESLEYAN DR VIRGINIA BEACH VA 23455 PC EDUCATIONAL GRANTS 100000 ALL DISTRICT READS PO BOX 3723 NORFOLK VA 23514 PC EDUCATIONAL PROGRAMS 25000 COLONIAL WILLIAMSBURG FOUNDATION 401 W DUKE OF GLOUCESTER ST WILLIAMSBURG VA 23185 PC ARTS & MUSEUMS 1000000 HAMPTON ROADS EXECUTIVE ROUNDTABLE 3 COMMERCIAL PL STE 1320 NORFOLK VA 23510 PC HUMAN SERVICES 50000 HOSPICE HOUSE OF HAMPTON ROADS PO BOX 683 VIRGINIA BEACH VA 23451 PC HUMAN SERVICES 300000 NORFOLK BOTANICAL GARDENS 6700 AZALEA GARDEN RD NORFOLK VA 23518 PC ARTS & MUSEUMS 2000000 RIVERSIDE FOUNDATION 701 TOWN CENTER DRIVE STE 1000 NEWPORT NEWS VA 23606 PC HUMAN SERVICES 100000 SAGAMORE INSTITUTE 6151 CENTRAL AVE INDIANAPOLIS IN 46220 PC HUMAN SERVICES 50000 VIRGINIA GROWTH AND OPPORTUNITY FUND 800 E CANAL ST STE 1100 RICHMOND VA 23219 PC HUMAN SERVICES 50000 8993500 0 14 2735313 18 559601 0 3294914 0 3294914 0 0 0 0 0 0 0 0 0 0 THE LANDMARK FOUNDATION IS A PARTY TO A COOPERATIVE RESEARCH AND DEVELOPMENT AGREEMENT ("CRADA") WITH THE U.S. DEPARTMENT OF ENERGY'S ARGONNE NATIONAL LABORATORY IN WHICH THE LANDMARK FOUNDATION AND THE U.S. DEPARTMENT OF ENERGY ARE JOINTLY FUNDING A RESEARCH PROJECT ON METHODS FOR TREATING NUCLEAR WASTE.THE LANDMARK FOUNDATION'S LOBBYING EXPENDITURES HAVE BEEN FOR THE PURPOSE OF INFORMING MEMBERS OF CONGRESS ABOUT THE PROJECT AND ABOUT THE IMPACT OF POTENTIAL LEGISLATION ON THE OUTCOME OF THE RESEARCH.THE LANDMARK FOUNDATION'S LOBBYING EXPENDITURES COMPLY WITH 26 CFR 53.4945-2(A)(3), WHICH STATES:(3) JOINTLY FUNDED PROJECTS. A PRIVATE FOUNDATION WILL NOT BE TREATED AS HAVING PAID OR INCURRED ANY AMOUNT TO ATTEMPT TO INFLUENCE LEGISLATION MERELY BECAUSE IT MAKES A GRANT TO ANOTHER ORGANIZATION UPON THE CONDITION THAT THE RECIPIENT OBTAIN A MATCHING SUPPORT APPROPRIATION FROM A GOVERNMENTAL BODY. IN ADDITION, A PRIVATE FOUNDATION WILL NOT BE TREATED AS HAVING MADE TAXABLE EXPENDITURES OF AMOUNTS PAID OR INCURRED IN CARRYING ON DISCUSSIONS WITH OFFICIALS OF GOVERNMENTAL BODIES PROVIDED THAT:(I) THE SUBJECT OF SUCH DISCUSSIONS IS A PROGRAM WHICH IS JOINTLY FUNDED BY THE FOUNDATION AND THE GOVERNMENT OR IS A NEW PROGRAM WHICH MAY BE JOINTLY FUNDED BY THE FOUNDATION AND THE GOVERNMENT,(II) THE DISCUSSIONS ARE UNDERTAKEN FOR THE PURPOSE OF EXCHANGING DATA AND INFORMATION ON THE SUBJECT MATTER OF THE PROGRAMS, AND(III) SUCH DISCUSSIONS ARE NOT UNDERTAKEN BY FOUNDATION MANAGERS IN ORDER TO MAKE ANY DIRECT ATTEMPT TO PERSUADE GOVERNMENTAL OFFICIALS OR EMPLOYEES TO TAKE PARTICULAR POSITIONS ON SPECIFIC LEGISLATIVE ISSUES OTHER THAN SUCH PROGRAM. EQUITY SECURITIES 57665298 57665298 ACCRUED INCOME ON INVESTMENTS FMV 127615 127615 DUE FROM BROKERS 86953 127615 127615 BANK SERVICE CHARGES 0 0 0 INVESTMENT MANAGEMENT FEES 128913 128913 0 CEDAR ROCK INVESTMENT EXPENSES FROM K-1 25337 25337 0 OTHER EXPENSES 25 0 0 UNREALIZED GAINS/LOSSES ON INVESTMENTS 10461068 BOOK/TAX DIFFERENCES ON INVESTMENTS 22076 EXCISE TAX LIABILITY 0 10000 ADMINISTRATIVE SERVICES 12996 0 0 FOREIGN TAXES 27525 27525 0 EXCISE TAXES 206748 0 0