2025-05-09T11:23:41-05:00 2024-12-31 841595367 AMG NATIONAL TRUST BANK 6295 GREENWOOD PLAZA BLVD GREENWOOD VILLAGE CO 801114908 990PF 2024-01-01 546191995 BM STANTON FOUNDATION BMST 7573684466 100 CONSTITUTION DRIVE STE 222 VIRGINIA BEACH VA 23462 LEIGH J CASON TRUST OFFICER 7573684466 2025-05-07 1 1 MELISSA K OCHU CPA P00166691 3036942190 2025-05-07 2024 2025-03-06 01:10:19Z X 2324162 X X 4432 4432 6614 6138 205287 205287 196182 1143 86784 1143 217476 217000 0 0 0 3600 3240 360 14242 14242 0 2219 119 0 9203 9154 49 29264 26755 409 100000 100000 129264 26755 100409 88212 190245 105067 154722 154722 154495 193052 229440 213750 213750 1940000 473312 561524 2324162 0 0 X 699029 699029 0 0 -225717 -137505 473312 561524 473312 561524 473312 88212 0 561524 0 561524 PUBLICLY TRADED SECURITIES- AMG SHORT TERM P 3181 3111 70 70 PUBLICLY TRADED SECURITIES- AMG LONG TERM P 83554 82481 1073 1073 PUBLICLY TRADED SECURITIES- AMG LONG TERM P 49 49 0 0 1143 2644 0 2644 0 2644 2217 0 0 0 2217 X 12 439 0 0 0 0 0 0 0 0 0 0 1 1 VA 1 0 0 0 0 1 N/A AMG NATIONAL TRUST BANK 7573684466 100 CONSTITUTION DR STE 222 VIRGINIA BEACH VA 23462 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DIANE S MONROE 1317 KINGFISHER COURT VIRGINIA BEACH VA 23451 CHAIRMAN OF BOARD 0.50 0 0 0 DOROTHY P MANNIX 405 55TH STREET VIRGINIA BEACH VA 23451 BOARD MEMBER 0.00 0 0 0 ROBERT M STANTON 1016 CHUMLEY ROAD VIRGINIA BEACH VA 23451 BOARD MEMBER 0.00 0 0 0 AMG NATIONAL TRUST BANK 100 CONSTITUTION DR STE 222 VIRGINIA BEACH VA 23462 ACTING TRUSTEE 0.50 0 0 0 NONE 0 NONE 0 0 2162838 145554 0 2308392 0 0 2308392 34626 2273766 113688 113688 2644 2644 111044 0 111044 0 111044 100409 0 100409 111044 82475 0 0 100409 82475 0 0 17934 0 0 0 0 0 0 0 0 93110 0 0 0 DIANE MONROE 1317 KINGFISHER COURT VIRGINIA BEACH VA 23451 7573684466 PROVIDE A LETTER STATING THE CHARITABLE PURPOSE OF THE FUND DRIVE AND MUST ALSO SUPPLY PROOF OF RECIPIENT'S TAX EXEMPTION UNDER IRS CODE SECTION 501(C)(3). PRIOR TO OCTOBER 31ST OF EACH YEAR. CONTRIBUTIONS ARE MADE TO 501(C)3 ORGANIZATIONS LOCATED IN VIRGINIA BEACH, VA. CHESAPEAKE BAY ACADEMY 821 BAKER RD VIRGINIA BEACH VA 23462 NONE EXEMPT EDUCATION 10000 CHESAPEAKE BAY WINE CLASSIC FOUNDATION PO BOX 1175 VIRGINIA BEACH VA 22451 NONE EXEMPT COMMUNITY 2500 NORFOLK SPORTS CLUB CHARITABLE & EDUCATIONAL FOUNDATION PO BOX 12501 NORFOLK VA 23541 NONE EXEMPT EDUCATION 1500 SETON YOUTH SHELTERS 101 N LYNNHAVEN RD SUITE 101 VIRGINIA BEACH VA 23452 NONE EXEMPT COMMUNITY 63500 UNITED WAY OF SOUTH HAMPTON ROADS 2515 WALMER AVE NORFOLK VA 23513 NONE EXEMPT COMMUNITY SERVICES 10000 VIRGINIA AQUARIUM 717 GENERAL BOOTH BLVD VIRGINIA BEACH VA 23451 NONE EXEMPT EDUCATIONAL 1500 VIRGINIA BEACH COURT-APPOINTED SPECIAL ADVOCATES JUVENILE DOMESTIC RELATIONS COURT 2425 NIMMO PKWY VIRGINIA BEACH VA 23456 NONE EXEMPT CHILDREN & YOUTH SERVICES 5000 MEALS ON WHEELS OF CHESAPEAKE 736 BATTLEFIELD BLVD N CHESAKEAKE VA 23320 NONE EXEMPT COMMUNITY 5000 EGGLESTON SERVICES 5145 EAST VIRGINIA BEACH BLVD NORFOLK VA 23502 NONE EXEMPT COMMUNITY 1000 100000 0 14 4432 14 6614 16 196182 18 1143 0 208371 0 208371 0 0 0 0 0 0 0 0 0 0 TAX & ACCOUNTING FEES 3600 3240 360 ABERDEEN STANDARD PHYSICAL PLATINUM SHARES ETF 5686 5897 AQR LONG-SHORT EQUITY FUND 3582 5585 BNY MELLON GLOBAL REAL RETURN 5319 4918 ISHARES CORE INTL STOCK ETF 35649 42396 ISHARES MSCI EAFE VALUE INDEX 4494 4722 ISHARES RUSSELL 1000 VALUE 2879 4258 ISHARES RUSSELL MIDCAP INDEX 10142 16177 ISHARES RUSSELL MIDCAP VALUE INDEX FUND 1145 1811 ISHARES TRUST 2000 VALUE 1031 1478 ISHARES TRUST RUSSELL 2000 10374 13037 SPDR GOLD TRUST 3660 5085 SPDR S&P GLOBAL NATURAL RESOURCES ETF 7175 6120 SPDR S&P 500 ETF TRUST 21715 41026 VANGUARD INFLATION PROTECTED ADMIRAL 12393 11281 VANGUARD INTER-TERM TAX EXEMPT FUND 7648 7130 VANGUARD LTD TERM T/E FD -ADMIRAL 531 7025 7123 VANGUARD TOTAL BOND MARKET 36327 34445 VANGUARD TOTAL INTL BOND ETF 10150 10301 VANGUARD ULTRA-SHORT-TERM BND FND ADM 6658 6650 8211 BROOK RD LOT 1, RICHMOND, VA AT COST 31500 1100000 8201 BROOK RD LOT 3 & 5, RICHMOND, VA AT COST 182250 840000 FOUNDATION EXPENSE 98 49 49 INSURANCE 665 665 0 LEGAL FEES 1800 1800 0 PROPERTY TAX 6640 6640 0 INVESTMENT ADVISORY & TRUSTEE FEES 14242 14242 0 2024 FORM 990-PF ESTIMATED TAX 2100 0 0 FOREIGN TAXES PAID 119 119 0