2025-04-09T12:42:45-05:00 2024-12-31 541149263 YOUNT HYDE & BARBOUR PC PO BOX 2560 WINCHESTER VA 226041760 990PF 2024-01-01 061004777 THE MICAWBER FOUNDATION MICA 8043797508 13530 STONEGATE RD MIDLOTHIAN VA 23113 NEEDHAM B WHITFIELD PRESIDENT AND TREASURER 8043797508 2025-04-07 1 0 OLIVIA A HUTTON CPA P00964688 5406623417 2025-04-07 2024 2025-03-06 01:10:19Z X 407591 X X 14484 14484 6691 56291 6691 21175 21175 0 0 0 1300 0 0 1000 0 0 25 0 0 2325 0 0 21500 21500 23825 0 21500 -2650 21175 9288 11763 11763 168052 105563 105563 184894 243258 290265 362234 360584 407591 0 0 X 362234 360584 362234 360584 362234 360584 362234 -2650 1000 360584 0 360584 CAPITAL GAINS DIVIDENDS 2093 2093 2093 COHEN &STEERS QUALITY INCOME, COM, RQI, 19247L106 2024-09-13 2024-12-16 1281 1409 -128 -128 COHEN &STEERS QUALITY INCOME, COM, RQI, 19247L106 2024-09-13 2024-12-16 1281 1409 -128 -128 COHEN &STEERS QUALITY INCOME, COM, RQI, 19247L106 2024-08-26 2024-12-26 1233 1342 -109 -109 COHEN &STEERS REAL ESTATE OPP SHS BENFIN, RLTY, 19249Q103 2024-08-26 2024-11-27 1648 1603 45 45 COHEN &STEERS REAL ESTATE OPP SHS BENFIN, RLTY, 19249Q103 2024-09-13 2024-11-27 3296 3373 -77 -77 COHEN &STEEERS REIT &PFD &IN COM, RNP, 19247X100 2024-09-13 2024-12-16 2178 2382 -204 -204 COHEN &STEEERS REIT &PFD &IN COM, RNP, 19247X100 2024-08-26 2024-12-26 2114 2319 -205 -205 INVESCO QQQ TR UNIT SER 1, QQQ, 46090E103 2024-06-27 2024-08-02 4456 4626 -170 -170 SELECT SECTOR SPDR TR ENERGY, XLE, 81369Y506 2024-03-21 2024-09-27 86 86 0 0 SELECT SECTOR SPDR TR ENERGY, XLE, 81369Y506 2024-03-21 2024-09-27 2062 2062 0 0 SELECT SECTOR SPDR TR ENERGY, XLE, 81369Y506 2024-05-28 2024-09-27 1289 1288 1 1 SELECT SECTOR SPDR TR ENERGY, XLE, 81369Y506 2024-04-04 2024-12-16 87 99 -12 -12 SELECT SECTOR SPDR TR ENERGY, XLE, 81369Y506 2024-04-04 2024-12-16 2096 2381 -285 -285 SELECT SECTOR SPDR TR ENERGY, XLE, 81369Y506 2024-06-11 2024-12-26 1310 1481 -171 -171 SELECT SECTOR SPDR TRUST TECHNOLOGY SELE, XLK, 81369Y803 2024-06-27 2024-07-30 2100 2257 -157 -157 SELECT SECTOR SPDR TR ENERGY, XLE, 81369Y506 2023-07-31 2024-12-26 4216 4373 -157 -157 SELECT SECTOR SPDR TR ENERGY, XLE, 81369Y506 2023-08-16 2024-12-26 6323 6587 -264 -264 SELECT SECTOR SPDR TR ENERGY, XLE, 81369Y506 2021-03-09 2024-12-31 8571 5239 3332 3332 SELECT SECTOR SPDR TR ENERGY, XLE, 81369Y506 2021-07-12 2024-12-31 8571 5284 3287 3287 6691 294 0 294 0 294 1234 0 0 0 1234 0 940 940 0 0 0 0 0 0 0 0 0 0 0 1 1 VA 1 0 0 0 0 1 N/A NEEDHAM B WHITFIELD 8043797508 13530 STONEGATE RD MIDLOTHIAN VA 23113 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 NEEDHAM B WHITFIELD 13530 STONEGATE ROAD MIDLOTHIAN VA 23113 PRESIDENT & TREASURER 2.00 0 0 0 MAHA S WHITFIELD 13530 STONEGATE ROAD MIDLOTHIAN VA 23113 SECRETARY 0.00 0 0 0 JULIA A AUERBACH 19 CANTERBURY LANE SANDY HOOK CT 06482 VICE-PRESIDENT 0.00 0 0 0 ALEXANDER A WHITFIELD 2407 PEYTON DRIVE APT 106 CHARLOTTESVILLE VA 22901 DIRECTOR 0.00 0 0 0 SOPHIA N WHITFIELD 5088 PHILLIP COURT STONE MOUNTAIN GA 30087 VICE PRESIDENT 0.00 0 0 0 NONE 0 NONE 0 0 264300 135479 0 399779 0 0 399779 5997 393782 19689 19689 294 294 19395 0 19395 0 19395 21500 0 21500 19395 17433 0 0 21500 17433 0 0 4067 0 0 0 0 0 0 0 0 15328 0 0 0 NEEDHAM B WHITFIELD X AMERICAN HIMALAYAN FOUNDATION 909 MONTGOMERY STREET SUITE 400 SAN FRANCISCO CA 94133 501(C)3 GENERAL SUPPORT 2000 BREAST CANCER RESEARCH FOUNDATION 28 WEST 44TH STREET SUITE 609 NEW YORK NY 10036 501(C)3 GENERAL SUPPORT 1000 COLLEGIATE SCHOOL NORTH MOORELAND ROAD RICHMOND VA 23229 501(C)3 GENERAL SUPPORT 750 GIVE HOPE 2 KIDS PO BOX 221 WACONIA MN 55387 501(C)3 GENERAL SUPPORT 1500 HILLSDALE COLLEGE 33 E COLLEGE STREET SUITE 500 HILLSDALE MI 49242 501(C)3 GENERAL SUPPORT 500 ISLAMIC CENTER OF VIRGINIA 1241 BUFORD ROAD RICHMOND VA 23235 501(C)3 GENERAL SUPPORT 500 K DANCE INC 212 SLEEPY HOLLOW ROAD RICHMOND VA 23229 501(C)3 GENERAL SUPPORT 500 LIFELONG LEARNING INSTITUTE IN CHESTERFIELD 13801 WESTFIELD ROAD MIDLOTHIAN VA 23113 501(C)3 GENERAL SUPPORT 1000 OUR LAUGHTER IN THE RAIN 5502 ASHTON PARK WAY GLEN ALLEN VA 23059 501(C)3 GENERAL SUPPORT 1000 PRINCETON UNIVERSITY PO BOX 46 PRINCETON NJ 08544 501(C)3 GENERAL SUPPORT 1000 RICHMOND MONTESSORI SCHOOL 499 N PARHAM ROAD RICHMOND VA 23229 501(C)3 GENERAL SUPPORT 500 SCIENCE MUSEUM OF VIRGINIA FOUNDATION 2500 WEST BROAD STREET RICHMOND VA 23230 501(C)3 GENERAL SUPPORT 750 SPARC 2106-A NORTH HAMILTON STREET RICHMOND VA 23230 501(C)3 GENERAL SUPPORT 750 ST CATHERINE'S SCHOOL FOUNDATION 6001 GROVE AVENUE RICHMOND VA 232262600 501(C)3 GENERAL SUPPORT 750 UNIVERSITY OF DUBLIN FUND 1350 AVENUE OF THE AMERICAS FLOOR 2 SUITE 266 NEW YORK NY 10019 501(C)3 GENERAL SUPPORT 1000 UNIVERSITY OF HARTFORD 200 BLOOMFIELD AVENUE WEST HARTFORD CT 061179950 501(C)3 GENERAL SUPPORT 500 VIRGINIA MUSUEM OF FINE ARTS 2800 GROVE AVENUE RICHMOND VA 232212466 501(C)3 GENERAL SUPPORT 3000 VIRGINIA REPERTORY THEATER 114 WEST BROAD STREET RICHMOND VA 23220 501(C)3 GENERAL SUPPORT 1000 VPM MEDIA CORPORATION 23 SESAME STREET RICHMOND VA 23235 501(C)3 GENERAL SUPPORT 1500 ICNA RELIEF 3009 LAYAFETTE AVENUE RICHMOND VA 23228 501(C)3 GE 2000 21500 0 14 14484 18 6691 0 21175 0 21175 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 1300 0 0 FIDELITY BROKERAGE INVESTMENTS 243258 290265 STATE CORPORATION COMMISSION FEE 25 0 0 NONDIVIDEND RETURN OF CAPITAL AND OTHER 1000 EXCISE TAXES 1000 0 0