2024-05-14T16:53:17-05:00 2023-12-31 541757954 THE TAX COMPLEX LC 1650 WILLOW LAWN DR STE 200 RICHMOND VA 232303435 990PF 2023-01-01 455521292 CHRISMAN FAMILY FOUNDATION CHRI 8042579899 PO BOX 17764 RICHMOND VA 23226 SAMUEL BARONIAN JR PRESIDENT 8042579899 2024-05-02 1 SAMUEL BARONIAN JR 999009999 1 SCOTT A BEAVERS P00014446 8042822444 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 18498096 X 865206 355539 355539 -114626 1609915 0 48 48 1106167 355587 0 0 0 158691 79346 79345 2500 0 0 166710 166710 0 10000 0 0 29 0 0 337930 246056 79345 691000 691000 1028930 246056 770345 77237 109531 157923 105673 105673 105290 157227 157227 15701349 15937304 18232837 249988 0 0 0 2359 2359 16214550 16202563 18498096 0 0 X 16214550 16202563 16214550 16202563 16214550 16202563 16214550 77237 0 16291787 89224 16202563 PUBLICLY TRADED SECURITIES 540104 628476 -88372 -88372 PUBLICLY TRADED SECURITIES 1069811 1096065 -26254 -26254 -114626 1522 0 1522 0 1522 0 0 0 0 0 87 1609 0 0 0 0 0 0 0 0 0 0 0 1 VA 1 0 0 0 0 1 N/A SAMUEL BARONIAN JR 8042579899 1500 FOREST AVE RICHMOND VA 23229 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SAMUEL BARONIAN JR 1500 FOREST AVE RICHMOND VA 23229 PRES., SECRETARY & TREASURER 10.00 0 0 0 NONE 0 RBC WEALTH MANAGEMENT 919 E MAIN ST SUITE 2000 RICHMOND VA 23219 INVESTMENT MANAGEMENT 166711 BARONIAN AND ASSOCIATES PC 1500 FOREST AVE SUITE 202 RICHMOND VA 23229 LEGAL SERVICES 158691 0 0 16616541 425814 0 17042355 0 0 17042355 255635 16786720 839336 839336 1522 1522 837814 0 837814 0 837814 770345 0 770345 837814 105870 0 0 770345 105870 0 0 664475 0 0 0 0 0 0 0 0 173339 0 0 0 X ANNA JULIA COOPER SCHOOL 2100 N 29TH ST RICHMOND VA 23223 NONE PUBLIC CHARITY GENERAL SUPPORT 25000 CHRIST CHURCH CARES FOOD PANTRY PO BOX 153 MILLWOOD VA 22646 NONE PUBLIC CHARITY GENERAL SUPPORT 3500 FIRST TEE OF GREATER RICHMOND 100 EVERETT STREET 3 RICHMOND VA 23224 NONE PUBLIC CHARITY GENERAL SUPPORT 10000 GOOCHLAND CARES 2999 RIVER ROAD WEST GOOCHLAND VA 23063 NONE PUBLIC CHARITY GENERAL SUPPORT 15000 HANOVER TAVERN FOUNDATION PO BOX 487 HANOVER VA 23069 NONE PUBLIC CHARITY GENERAL SUPPORT 2500 JAMESTOWN-YORKTOWN FOUNDATION INC PO BOX 3605 WILLIAMSBURG VA 23187 NONE PUBLIC CHARITY GENERAL SUPPORT 30000 LEWIS GINTER BOTANICAL GARDEN 1800 LAKESIDE AVENUE RICHMOND VA 23228 NONE PUBLIC CHARITY GENERAL SUPPORT 30000 MAYMONT FOUNDATION 1000 WESTOVER RD RICHMOND VA 23220 NONE PUBLIC CHARITY GENERAL SUPPORT 5000 PLANTATION KEY SCHOOL 100 LAKE RD TAVERNIER FL 33070 NONE PUBLIC CHARITY GENERAL SUPPORT 12500 PRESERVATION VIRGINIA 204 W FRANKLIN ST RICHMOND VA 23220 NONE PUBLIC CHARITY GENERAL SUPPORT 25000 SPORTABLE 1365 OVERBROOK ROAD SUITE 2 RICHMOND VA 23220 NONE PUBLIC CHARITY GENERAL SUPPORT 5000 ST THOMAS EPISCOPAL CHURCH 3602 HAWTHORNE AVE RICHMOND VA 23222 NONE PUBLIC CHARITY GENERAL SUPPORT 25000 THE HENRICUS FOUNDATION 251 HENRICUS PARK ROAD CHESTER VA 23826 NONE PUBLIC CHARITY GENERAL SUPPORT 5000 THE SALVATION ARMY - 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THE FEES ARE REASONABLE AND NECESSARY AND AS SUCH ARE NOT AN ACT OF SELF-DEALING. MEDTRONIC PLC 7400 SHS 726788 609612 ABBVIE INC 3700 SHS 580252 573389 ALPHABET INC CLASS A 3800 SHS 420918 530822 AMAZON.COM INC 2560 SHS 388168 388966 ANALOG DEVICES INC 1400 SHS 228270 277984 APPLE INC 6450 SHS 1030531 1241819 BROADCOM INC 400 SHS 241650 446500 COCA COLA COMPANY 10500 SHS 652681 618765 ECOLAB INC 5154 SHS 846555 1022295 CVS HEALTH CORPORATION 5000 SHS 348734 394800 EXXON MOBIL CORP 9200 SHS 806083 919816 HOME DEPOT INC 2250 SHS 640532 779738 HONEYWELL INTL INC 2780 SHS 467238 582994 JPMORGAN CHASE & CO 3900 SHS 445981 663390 MCDONALDS CORP 2650 SHS 668624 785751 PROCTOR & GAMBLE INC 3478 SHS 544898 509666 MICROSOFT CORP 3660 SHS 994468 1376306 NEXTERA ENERGY INC 8900 SHS 694911 540586 NORTHROP GRUMMAN CORP 1500 SHS 685459 702210 PALO ALTO NETWORKS INC 1400 SHS 233110 412834 SALESFORCE INC 1550 SHS 252737 407867 SERVICENOW INC 580 SHS 247406 409764 STARBUCKS CORP 5800 SHS 455598 556858 TEXAS INSTRUMENTS INCORPORATED 3900 SHS 676483 664794 TRUIST FINANCIAL CORPORATION 7300 SHS 339151 269516 UNITEDHEALTH GROUP INC 1250 SHS 610660 658087 VISA INC CL A 4371 SHS 912397 1137990 ZOETIS INC CL A 850 SHS 146919 167764 XCEL ENERGY INC 9400 SHS 650102 581954 LEGAL 158691 79346 79345 ACCRUED INTEREST PURCHASED 0 2359 2359 ADJUST DONATIONS TO FOUNDATION TO TAX BASIS 89223 ROUNDING 1 NET SERVICE CHARGES AND PROGRAM FEES 4 0 0 REGISTRATION FEES 25 0 0 PENGUIN RENDOM HOUSE LLC ROYALTY 48 48 48 INVESTMENT MAMAGEMENT FEES 166710 166710 0 EXCISE TAX 10000 0 0