2026-03-10T08:00:00-07:00 2025-12-31 454046657 BIRKHILL ASSOCIATES LLC PO BOX 1850 MIDDLEBURG VA 20118 990PF 2025-01-01 383351882 Island Sunrise Foundation Inc ISLA 5406878884 PO Box 1850 Middleburg VA 20118 Philip S Lawrence Treasurer 2026-03-10 true Robert N Wiles P00362763 5406878884 2025 2025-03-06 01:10:19Z X 17505928 X X 75951 75951 218361 218361 283103 1466889 283103 18000 595415 577415 4200 4200 99811 99811 37738 20 141769 104011 0 703500 703500 845269 104011 703500 -249854 473404 3083740 3150360 3163905 3903442 5332770 14342023 1745802 8732984 8483130 17505928 0 X 8732984 8483130 8732984 8483130 8732984 8483130 8732984 -249854 8483130 8483130 2,490 shrs MARVELL TECHNOLOGY INC P 2023-10-10 2025-02-06 290554 135261 155293 155293 680 shrs S&P GLOBAL INC COM P 2024-11-05 2025-04-21 304106 331213 -27107 -27107 292 shrs UNITEDHEALTH GROUP INC COM P 2023-05-30 2025-05-19 91160 66014 25146 25146 1,830 shrs ZOETIS INC COM P 2023-10-10 2025-06-02 307847 321294 -13447 -13447 1,280 shrs AMERICAN EXPRESS CO COM P 2022-10-07 2025-06-10 384975 206122 178853 178853 668 shrs FISERV INC COM P 2025-05-07 2025-08-07 88188 123882 -35694 -35694 fract shr BROADRIDGE-GCA WELLS FARGO LITIGATION P 1999-01-01 2025-02-03 59 59 59 283103 -62801 6580 6580 6580 30000 30000 X 28 23392 23392 false false false false false false false true true FL MI true false false false false true N/A Corient 2122072100 101 Park Avenue Suite 3100 New York NY 10178 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 101 Park Avenue Suite 3100 New York NY 10178 Treasurer 2.00 0 NONE Corient 101 Park Ave Suite 3100 New York NY 10178 Asset Mgmt and Advisory 89147 13785673 3885000 0 17670673 0 17670673 265060 17405613 870281 870281 6580 6580 863701 18000 881701 881701 703500 703500 881701 549727 703500 549727 0 153773 727928 Magalen C Webert James W Webert X See Schedule Attached Various VA 20118 None PC Charitable Donation 703500 703500 14 75951 14 218361 18 283103 Recoveries of Distributions 18000 577415 18000 595415 false false false false false false false false false false Accounting Fees 4200 4200 0 0 Penalties and Interest 20 Recoveries of Distributions 18000 Custody fees 10664 10664 0 0 Investment fees 89147 89147 0 0 Adjustment for Int income and Penalty 16 Federal Excise Taxes - Form 990 37754