2024-03-26T06:48:53-07:00 2023-12-31 454046657 BIRKHILL ASSOCIATES LLC PO BOX 1850 MIDDLEBURG VA 20118 990PF 2023-01-01 383351882 Island Sunrise Foundation Inc ISLA 5406878884 PO Box 1850 Middleburg VA 20118 Philip S Lawrence Treasurer 2024-03-26 true Philip S Lawrence 999009999 true Robert N Wiles P00362763 5406878884 2 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z X 15437913 X X 145827 145827 199352 199352 356114 973837 356114 701293 701293 20 7000 7000 80671 80671 87691 87671 0 671500 671500 759191 87671 671500 -57898 613622 1360442 3273467 3273467 3842372 100889 99487 2006405 4847894 12064959 7209219 8222250 15437913 0 X 7209219 8222250 7209219 8222250 7209219 8222250 7209219 -57898 1070929 8222250 8222250 239 shrs Danaher Corp P 2022-01-01 2023-12-05 61403 43181 18222 18222 418 shrs Veralto Corp P 2022-01-01 2023-10-04 32570 9441 23129 23129 .333 share Veralto Corp P 2022-01-01 2023-10-04 24 2 22 22 4,500 shrs Nextera Energy Inc P 2022-03-15 2023-09-27 271194 369333 -98139 -98139 1,550 shrs Abbott Laboratories P 2022-06-17 2023-07-10 165465 159898 5567 5567 480 shrs Nike Inc CL B P 2020-01-01 2023-06-26 53605 34932 18673 18673 1,000 shrs Carlisle Companies Inc P 2003-05-30 2023-01-30 246318 659 245659 245659 1,000 shrs Dover Corporation P 2003-05-30 2023-01-30 143258 277 142981 142981 356114 8529 8529 8529 5774 5774 2755 0 false false false false false false false true true FL MI true false false false false true N/A Corient 2122072100 845 Third Avenue New York NY 10022 false false false false false false false false false false false false false false false false false false false false false false Magalen C Webert 6521 SE Harbor Circle Stuart FL 34996 President 5.00 0 James W Webert 6521 SE Harbor Circle Stuart FL 34996 Vice President 5.00 0 Philip S Lawrence 845 Third Avenue New York NY 10022 Treasurer 2.00 0 NONE Corient 845 Third Avenue New York NY 10022 Asset Mgmt and Advisory 71672 10000031 4807484 0 14807515 0 14807515 222113 14585402 729270 729270 8529 8529 720741 720741 720741 671500 671500 720741 425125 14359 14359 671500 425125 0 246375 14359 14359 460007 Magalen C Webert James W Webert X See Schedule Attached Various VA 20118 None PC Charitable Donation 671500 671500 14 145827 14 199352 18 356114 701293 701293 false false false false false false false false false false 7000 7000 0 0 Legal Fees 20 0 0 0 Cash and Securites transferred from BC Family Foundation 1070929 Custody fees 8999 8999 0 0 Investment fees 71672 71672 0 0