2024-02-07T07:30:23-08:00 2023-09-30 541506924 LP Martin & Company PC 4132 Innslake Drive Glen Allen VA 23060 990PF 2022-10-01 472284013 HARRIETT B WEST FOUNDATION HARR 8046975100 901 EAST CARY STREET FL 19 RICHMOND VA 23219 FRED J BERNHARDT Trustee 2024-02-07 true FRED J BERNHARDT 999009999 true Lee P Martin Jr P01201112 8043462626 2 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z X 11508663 X X 13777 13777 13777 168972 168972 168972 282301 3373954 282301 465050 465050 182749 49112 36834 12278 12278 12278 10900 10900 87185 87185 159475 147197 12278 600000 600000 759475 147197 612278 -294425 317853 182749 66208 93930 93930 193429 336058 336058 2289243 2199845 2072983 6043231 5586453 7751571 1279110 1360510 1254121 9871221 9576796 11508663 0 X 9871221 9576796 9871221 9576796 9871221 9576796 9871221 -294425 9576796 9576796 PUBLIC TRADED SECURITIES P 2001-01-01 2022-09-30 3310796 3091653 219143 219143 CAPITAL GAIN DISTRIBUTIONS P 2001-01-01 2022-09-30 63158 63158 63158 282301 4418 4418 4418 12748 12748 8330 8330 false false false false false false false true true VA true false false false false true N/A FRED J BERNHARDT 8046975100 901 EAST CARY STREET FL 19 RICHMOND VA 23219 false false false false true false false false false false false false false false false false false false false false false false FRED J BERNHARDT 901 E CARY STREET RICHMOND VA 23219 Trustee 4.00 0 NONE NONE 11672691 370651 0 12043342 0 12043342 180650 11862692 593135 593135 4418 4418 588717 588717 588717 612278 612278 588717 729 18829 1819 21377 612278 0 588717 23561 44938 0 729 44209 18829 1819 23561 FRED J BERNHARDT 901 EAST CARY STREET FL 19 RICHMOND VA 23219 8046975100 WRITTEN REQUEST, ENCLOSE LETTER OR BROCHURE, OUTLINING ACTIVITIES. NONE NONE ANNA JULIA COOPER EPISCOPAL SCHOOL 2124 N 29TH STREET RICHMOND VA 23223 NONE PC AREA OF GREATEST NEED 35000 BON SECOURS HEALTH CARE FDN 7229 FOREST AVE SUITE 200 RICHMOND VA 23226 NONE PC HOSPICE CARE FUND 30000 BOYS GIRLS CLUB OF METRO RICHMOND 5511 STAPLES MILL RD STE 301 RICHMOND VA 23228 NONE PC AREA OF GREATEST NEED 25000 CARITAS PO BOX 25790 RICHMOND VA 23260 NONE PC AREA OF GREATEST NEED 10000 ELK HILL INC PO BOX 99 GOOCHLAND VA 23063 NONE PC GENERAL FUND 25000 EMMANUEL EPISCOPAL CHURCH 1214 WILMER AVENUE RICHMOND VA 23229 NONE PC AREA OF GREATEST NEED 10000 RICHMOND HABITAT FOR HUMANITY 2281 DABNEY ROAD RICHMOND VA 23230 NONE PC AREA OF GREATEST NEED 30000 JACKSON-FEILD BEHAVIORAL HLTH SVCS 2800 PATTERSON AVENUE STE 302 RICHMOND VA 23221 NONE PC GENERAL FUND 25000 LEWIS GINTER BOTANICAL GARDENS 1800 LAKESIDE AVENUE RICHMOND VA 23228 NONE PC AREA OF GREATEST NEED 25000 VCU MASSEY CANCER CENTER PO BOX 980214 RICHMOND VA 23298 NONE PC AREA OF GREATEST NEED 50000 THE COMMUNITY FOUNDATION 7501 BOULDERS VIEW DRIVE STE 110 RICHMOND VA 23225 NONE PC ALEXA KALATA MEMORIAL FD AND COMMUNITY GRANTS 165000 VIRGINIA HISTORICAL SOCIETY 428 NORTH BOULEVARD RICHMOND VA 23220 NONE PC AREA OF GREATEST NEED 20000 WESTMINSTER CANTERBURY FOUNDATION 1600 WESTBROOK AVENUE RICHMOND VA 23227 NONE PC FELLOWSHIP FUND 25000 BETTER HOUSING COALITION 23 W BROAD ST 100 RICHMOND VA 23241 NONE PC AREA OF GREATEST NEED 20000 SCIENCE MUSEUM OF VIRGINIA 2500 W BROAD STREET RICHMOND VA 23220 NONE PC GENERAL FUND AND COVID 19 SUPPLEMENTAL GIFT 20000 CHALLENGE DISCOVERY PROJECTS 1503 SANTA ROSA RD STE 211 RICHMOND VA 23229 NONE PC AREA OF GREATEST NEED 20000 GOOD NEIGHBOR VILLAGE 8825 RUFFIN ROAD RICHMOND VA 23231 NONE PC GENERAL FUND 30000 CAMP CHANCO ON THE JAMES 394 FLOODS DRIVE SPRING GROVE VA 23881 NONE PC AREA OF GREATEST NEED 15000 RONALD McDONALD HOUSE 2330 MONUMENT AVENUE RICHMOND VA 23220 NONE PC AREA OF GREATEST NEED 20000 600000 14 13777 14 168972 282301 182749 282301 465050 false false false false false false false false false false ACCOUNTING FEES 10900 10900 0 0 LEGAL FEES 12278 12278 0 0 INVESTMENT MGMT FEES 87185 87185