2023-05-10T10:25:21-07:00 2022-12-31 541477796 Stephen M Ragland Ltd 7204 Glen Forest Drive Suite 300 Richmond VA 23226 990PF 2022-01-01 541844579 Harris Foundation co Hiter Harris III HARR 8046480072 PO Box 17250 Richmond VA 23226 H Hiter Harris III President 2023-05-10 true H Hiter Harris III 999009999 true Elaine M Ragland CPA P00291584 8042888516 2 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z X 3091420 X X 1 1 1 42840 42840 42840 241947 721667 241947 284788 284788 42841 6800 13370 13370 7417 22280 49867 13370 0 402296 402296 452163 13370 402296 -167375 271418 42841 64254 90318 90318 227 227 773867 672426 2016145 697799 604898 982837 1315 1893 1893 1537235 1369762 3091420 0 X 1537235 1369762 1537235 1369762 1537235 1369762 1537235 -167375 1369860 98 1369762 Sales Summary Short Term P 2022-01-01 2022-06-30 33337 36320 -2983 -2983 Sales Summary Long Term P 2019-01-01 2022-12-31 688330 443400 244930 244930 241947 -2983 3773 3773 3773 4000 4000 227 227 false false false false false false false true true VA true false false false false true N/A Hiter Harris III 8046480072 1001 Haxall Point 9th Floor Richmond VA 23219 false false false false false false false false false false false false false false false false false false false false false false H Hiter Harris III 250 Finial Ave Unit 5A Richmond VA 23226 President 1.00 0 Jil W Harris 250 Finial Ave Unit 5A Richmond VA 23226 Secty/Treas 0.00 0 Katherine Harris Storer 250 Finial Ave Unit 5A Richmond VA 23226 Director 0.00 0 Elizabeth Tyler Harris 250 Finial Ave Unit 5A Richmond VA 23226 Director 0.00 0 H Hiter Harris IV 250 Finial Ave Unit 5A Richmond VA 23226 Director 0.00 0 NONE NONE 3429470 180124 0 3609594 0 3609594 54144 3555450 177773 177773 3773 3773 174000 174000 174000 402296 402296 174000 135340 155555 97968 138663 201536 729062 402296 0 174000 228296 957358 0 135340 822018 155555 97968 138663 201536 228296 H Hiter Harris III Jil W Harris X First Presbyterian Church 4602 Cary Street Road Richmond VA 23226 N/A PC 2022 Grant 6000 Chesapeake Academy Foundation P O Box 8 Irvington VA 22480 N/A PC 2022 Grant 6000 Hampden-Sydney College 1 COLLEGE ROAD HampdenSydney VA 23943 N/A PC 2022 Grant 5000 Bolling Haxell House Foundation 211 East Franklin Street Richmond VA 23219 N/A SO I 2022 Grant- Annual Fund 500 St Catherine's School 6001 GROVE AVENUE Richmond VA 23226 N/A PC Grant, Capital Commitment, Scholarship 7000 St Christopher's School 711 ST CHRISTOPHERS RD Richmond VA 23229 N/A PC Annual Fund, Capital Commitment, Scholarship 7250 Cross-Over Ministries Inc 108 Cowardin Avenue Richmond VA 23224 N/A PC Grant- Annual Fund 1000 Big Oak Ranch P O Box 507 Springvale AL 35146 N/A PC Grant- Annual Fund 10000 VCU Massey Cancer Center 401 COLLEGE ST Richmond VA 23298 N/A PC 2022 Grant- Annual Fund 5000 Washington Lee University DEVELOPMENT BUILDING Lexington VA 24450 N/A PC Katie Harris Storer Fund 5000 FAISON SCHOOL FOR AUTISM 1701 BYRD AVE RICHMOND VA 23230 N/A PC Grant- Annual Fund 500 VMFA FOUNDATION 200 N BOULEVARD RICHMOND VA 23220 N/A PC Annual Fund, Capital Commitment 50000 UVA JEFFERSON SCHOLAR FOUNDATION 112 CLARKE COURT CHARLOTTESVILLE VA 22903 N/A PC Capital Commitment 50000 The Nature Conservancy 490 Westfiels Road Charlottesville VA 22901 N/A PC Annual Fund, Capital Commitment 56000 Harvard Business School 117 Western Ave Allston MA 02134 N/A PC Annual Fund 1000 Drive to Work P O Box 14526 Richmond VA 23221 N/A PC 2022 Grant- Annual Fund 1000 St Stephen's Episcopal Church 6000 Grove Avenue Richmond VA 23226 N/A PC Annual Fund 500 VCU Institute for Contemporary Art 818 W Broad Street Richmond VA 23284 N/A GOV Annual Fund 1000 Warm Springs Presbyterian Church 73 Church Drive Warm Springs VA 24484 N/A PC Annual Fund 10000 Steamboat Era Museum 156 King Carter Dr Irvington VA 22480 N/A PC Annual Fund 1000 Unicef 125 Maiden Lane New York NY 10038 N/A PC 2022 Grant 1046 Bath County Arts Association POBox 974 Hot Springs VA 24445 N/A PC Annual Fund 1000 Richmond Christmas Mother 300 East Franklin Street Richmond VA 23219 N/A PC Public Support 1000 Junior Achievement of Richmond 7217 W Broad Street Richmond VA 23294 N/A PC Annual Fund 5000 Bath County Historical Society 99 Courthouse Hill Road Warm Springs VA 24484 N/A PC Annual Fund 500 Sheltering Arms Foundation 140 East Shore Drive Glen Allen VA 23059 N/A PC CAPITAL COMMITTMENT 10000 VFIC 901 East Byrd Street Richmond VA 23219 N/A PC Annual Fund, Technology Fund, Rising Star FundGrants 70500 Elijah House 6627B Jahnke Road Richmond VA 23225 N/A PC Capital Commitment 25000 Totally Outstanding Toddler PO Box 324 Warm Springs VA 24484 N/A PC 2022 Grant 2000 University of Richmond 28 Westhampton Way Univ of Richmond VA 23173 N/A PC Annual Fund 25000 Bath County Christmas Mother 7537 Sam Snead Highway Hot Springs VA 24445 N/A PC Public Support 10000 Healthnetwork Foundation 33 River Street Suite 3 Chagrin Falls OH 44022 N/A PC 2022 Grant 10000 Richardson Center for Global Engage 216 Washington Ave Suite 5 Santa Fe NM 87501 N/A PC 2022 Grant 2000 Virginia Commonwealth University 818 W Broad Street Richmond VA 23284 N/A GOV Faculty Research Award/ Capital Commitment 12500 Bath Community Hospital Foundation PO Drawer Z Hot Springs VA 24445 N/A Annual Fund 1000 Change Unchained PO Box 103 Brewton AL 36427 N/A PC 2022 Grant 2000 402296 14 1 14 42840 18 241947 284788 284788 false false false false false false false false false false Accounting Fees 6800 0 0 0 APPLE INC 63303 922503 JOHNSON & JOHNSON 10349 26321 AMERICAN ELEC POWER 3111 6457 AUTOMATIC DATA PROCESSING 1191 7644 HOME DEPOT INC 1763 17688 J P MORGAN CHASE 9685 29770 MCDONALDS CORP 6062 11859 MERCK & CO 6587 17974 MICROSOFT CORP 3385 18706 NEXTERA ENERGY 2181 8026 PARKER HANNIFIN CORP 3319 8439 PHILIP MORRIS INTL INC 5842 10121 PRICE T ROWE GROUP US BANCORP DEL 11365 13824 BRISTOL MYERS SQUIBB 4179 6116 CME GROUP INC 4112 8072 HONEYWELL INTL 2865 14358 PROCTOR & GAMBLE CO 10557 18793 TEXAS INSTRUMENTS 1984 10574 WAL-MART STORES 2891 5672 WASTE MGMT INC 1853 9413 WEC Energy Group Inc 2256 5344 CMS Energy 1226 3673 IShares Russell 1000 Growth 46190 149968 Marsh McLennan Co 2818 13569 CISCO SYSTEMS 10292 17865 COMCAST CORP 12405 15911 Lockheed Martin Corp 4312 9730 Vanguard Mid-Cap ETF 154124 229286 IShares Russell 2000 Value ETF Eversource Energy 2504 4276 Pepsico Inc 4879 9214 Northern Tr Corp 6684 6637 Crown Castle Intl Corp 2955 4205 Broadcom 7326 17333 Chevron Corp 12443 20821 Lam Research Corp 3148 8406 UnitedHealth Group 4723 14315 Vanguard Small-Cap Growth Viper Digital RLTY Tr Inc REITS A T & T Inc. Lilly Eli & Company 1226 5853 Union Pacific Corp 7016 13252 Cummins Inc 5358 7269 KLA-TENCOR CORP 3915 11688 Hershey Co Ameren Corp 3251 5068 Conoco Phillips 4011 7316 International Bus Machines 10589 11694 Packaging Corp America 2256 2686 Xcel Energy 3543 5258 Abbott Labs 7128 8015 Deere & Company 2982 7718 Mondelez Intl Inc. 7338 9331 Northrop Grumman Corp. 10892 16368 Target Corp. 4504 7452 United Parcel Service 12240 14776 Verizon Communications Inc. 9378 6225 Analog Devices Inc. 7563 10498 Avalonbay Cmntys Inc. 5424 3876 Ebay, Inc. TE Connectivity Ltd. Avery Dennison Corp 3435 4706 Best Buy, Inc. DTE Energy 1823 3056 EOG Res Inc. 5700 12045 Extra Space Storage, Inc. Abbvie 12734 18424 Becton Dickinson 10326 10426 Coca Cola 9545 11195 Exxon Mobil 9374 16655 Morgan Stanley 6479 5441 Qualcomm TJX Cos Inc. Entergy 4929 4950 PPG 6536 5784 Valero Energy Kyndryl Holdings Blackstone 2348 2374 Cigna 7718 8284 Elevance Health 9971 10772 Microchip Tech 7958 8290 Nike Inc. 2710 3510 Valero Energy 5648 8246 Wells Fargo 10913 9786 Booz Allen Hamilton 3071 3449 Electronic Arts 3600 3788 Accenture 4125 7738 PIMCO TOTAL RETURN FUND AT COST CHUBB CORP AT COST 4251 11913 Medtronic PLC AT COST 11042 10181 Accenture PLC AT COST Vanguard FTSE Emerging Mkts AT COST Eaton Corp AT COST 4367 7220 Trane Tech Pub Ltd. AT COST 2754 7900 Vanguard FTSE Developed AT COST 140658 134304 Linde PLC AT COST 6826 8155 SPDR Bloomberg AT COST The Children's Investment Fund AT COST 285000 654075 Lord Abbett Ultra Short AT COST 150000 149089 Accrued Dividends 1893 Accrued Interest 1316 1892 Rounding -1 1 Other- Tax Basis Adjustment 98 LIFE INSURANCE 22280 Bank Charges 11131 11131 0 0 Management Fees 2239 2239 0 0 2021 Tax Liability 3644 2022 Tax Liability 3773