2024-08-01T12:52:30-07:00 2024-03-31 541114178 WORCESTER AND GANZERT CPA PC 7122-C FOREST HILL AVENUE RICHMOND VA 23225 990PF 2023-04-01 546457604 THE BATES AND MARGARET CHAPPELL FOUNDATION BATE 4049649915 3594 HADDON HALL ROAD ATLANTA GA 30327 WILLIAM B CHAPPELL JR DIRECTOR 4049649915 2024-07-25 true true KEVIN E GANZERT P00227560 8043204707 2024-08-01 2023 2024-08-08 14:25:15Z X 363325 X X 6104 6104 -4252 145490 0 0 0 1852 6104 0 900 900 962 962 2516 2516 0 0 4378 4378 0 25000 25000 29378 4378 25000 -27526 1726 17621 13967 13967 0 0 254781 248636 301648 0 52784 35057 47710 0 0 0 0 325186 297660 363325 0 0 0 0 0 X 325186 297660 325186 297660 325186 297660 325186 -27526 297660 297660 100 SHS DONNELLEY FINL SOLUTIONS P 2020-10-06 2023-04-19 4320 0 1839 2481 0 0 0 2481 11991 SHS MEDALIST DIVERSIFIED REIT P 2020-11-18 2023-04-19 8991 0 27752 -18761 0 0 0 -18761 133 SHS ZIMMER BIOMET HLDGS P 2020-10-06 2023-04-19 17980 0 21417 -3437 0 0 0 -3437 140 SHS BARRICK GOLD CORP P 2018-03-05 2023-05-17 2586 0 3306 -720 0 0 0 -720 200 SHS BRUNSWICK CORP P 2008-10-13 2023-05-17 15479 0 17580 -2101 0 0 0 -2101 1000 SHS CSX CORP P 1995-12-21 2023-05-17 32070 0 31670 400 0 0 0 400 91 SHS GE HEALTHCARE TECH P 2020-10-06 2023-05-17 7211 0 0 7211 0 0 0 7211 100 SHS GENERAL ELECTRIC P 2020-10-06 2023-05-17 10315 0 9373 942 0 0 0 942 200 SHS HARTFORD FINL SCV P 1999-06-25 2023-05-17 14151 0 10392 3759 0 0 0 3759 13 SHS ZIMVIE INC P 2020-10-06 2023-05-17 136 0 0 136 0 0 0 136 KENVUE INC CASH IN LIEU P 2020-12-31 2023-08-25 8 0 0 8 0 0 0 8 150 SHS CSX CORP P 1995-12-21 2023-12-14 5063 0 4750 313 0 0 0 313 25 SHS PEPSICO INC P 2020-10-06 2023-12-14 4234 0 3548 686 0 0 0 686 200 SHS CSX CORP P 1995-12-21 2024-02-07 7451 0 6334 1117 0 0 0 1117 50 SHS GENERAL ELECTRIC CO P 2020-10-06 2024-02-07 6921 0 4686 2235 0 0 0 2235 50 SHS PEPSICO INC P 2020-10-06 2024-02-07 8574 0 7095 1479 0 0 0 1479 -4252 24 0 24 0 24 0 0 0 24 0 false false false false false false false true true VA true false false false false true N/A WILLIAM B CHAPPELL JR 4049649915 3594 HADDON HALL RD ATLANTA GA 30327 false false false false false false false false false false false false false false false false false false false false false WILLIAM B CHAPPELL JR 3594 HADDON HALL RD ATLANTA GA 30327 TRUSTEE 1.00 0 0 0 MARY MARGARET CHAPPELL 2633 KENSINGTON AVE RICHMOND VA 23220 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 314779 15643 0 330422 0 330422 4956 325466 16273 16273 24 24 16249 16249 16249 25000 25000 16249 14512 2021 8387 0 0 0 0 0 0 25000 14512 8387 0 2101 0 0 0 0 0 14148 0 0 0 0 0 0 0 X MAYMONT FOUNDATION 1700 HAMPTON ST RICHMOND VA 23220 PC HISTORIC PRESERVATION 25000 25000 14 6104 18 -4252 1852 1852 false false false false false false false false false false WORCESTER AND GANZERT TAX PREP 900 900 SEE PART IV 145490 149742 -4252 60 SHS ABBOTT LABS 6534 6820 25 SHS AIT PROD & CHEM 5373 6057 50 SHS AMAZON 5758 9019 60 SHS AMPHENOL CORP 4652 6921 25 SHS AUTO DATA PROCESSING 5365 6244 25 SHS BECTON DICKINSON 6269 6186 20 SHS BERKSHIRE HATHAWAY 6467 8410 25 SHS CHUBB LTD 5110 6478 50 SHS COLGATE-PALMOLIVE 3943 4503 10 SHS COSTCO 4915 7326 699 SHS CSX CORP 22138 25912 25 SHS ECOLAB 4362 5773 100 SHS EXXON MOBIL 10778 11624 125 SHS GENERAL ELECTRIC 11716 21941 195 SHS IBM CORP 25017 37237 30 SHS ILLINOIS TOOL 6873 8050 40 SHS JOHNSON & JOHNSON 6352 6328 50 SHS JP MORGAN CHASE 7039 10015 80 SHS KENVUE INC 1582 1717 39 SHS KYNDRYL HLDGS 0 849 30 SHS LOWES COMPANIES 6170 7642 20 SHS MCDONALDS CORP 5062 5639 50 SHS MEDTRONIC PLC 4384 4358 25 SHS MICROSOFT CORP 7161 10518 50 SHS NIKE INC 5227 4699 99 SHS PEPSICO INC 14049 17326 70 SHS PROCTOR & GAMBLE 10542 11358 50 SHS QUALCOMM INC 5261 8465 65 SHS RTX CORP 6320 6339 100 SHS US BANCORP 3946 4470 150 SHS VERIZON 5445 6294 140 SHS WALT DISNEY CO 24826 17130 65 SHS ISHARES CORE S&P ETF 25032 34172 65 SHS TECHNOLOGY SELECT SECTOR 10025 13538 KANAWHA CAPITAL MANAGEMENT MANAGEMENT FEE 962 962 FORM 4720 2516 2516