2024-11-15T16:03:19-05:00 2023-12-31 201485301 MEADOWS URQUHART ACREE & COOK LLP 1802 BAYBERRY CT 102 RICHMOND VA 232263773 990PF 2023-02-16 922544496 THE HELEN MARIE TAYLOR CHARITABLE FOUNDATION INC HELE 8049642500 1021 EAST CARY STREET SUITE 2100 RICHMOND VA 23192 BRANDON TAYLOR PRESIDENT 8049642500 2024-11-07 true true DOUGLAS A URQUHART CPA P00403637 8042495786 2024-11-15 2023 2024-10-15 13:58:12Z X X 35181613 X 32736378 901 901 1866 1866 172576 172576 112171 256916 870500 256916 4387 4387 33173024 436646 62895 62895 40982 20491 20491 6500 3250 3250 210217 105109 105109 60000 60000 74610 74610 39964 39964 23253 11627 11627 162 81 81 595193 575339 19962 14084 1113776 953366 160520 14084 312634 312634 1426410 953366 160520 326718 31746614 0 130452 130451 39666 39666 39666 20171010 20171010 20171010 350000 350000 6210230 39964 6170266 6170266 8320220 8320220 35181614 35181613 3435000 3435000 X 31746614 31746614 0 35181614 31746614 31746614 31746614 16241 MONROVIA ROAD D 2022-12-31 2023-04-25 280500 200255 80245 80245 16225 MONROVIA ROAD D 2022-12-31 2023-04-11 275000 226970 48030 48030 18201 CONSTITUTION HWY D 2022-12-31 2023-12-20 315000 186359 128641 128641 256916 0 false false false false false false false true true true false true false false true N/A TAYLOR HOFFMAN INC 8049642500 1021 EAST CARY ST RICHMOND VA 23219 false true true false false false false false false false false false false false false false false false false false false BRANDON TAYLOR 1021 EAST CARY STREET SUITE 2100 RICHMOND VA 23219 PRESIDENT 10.00 0 0 0 TAYLOR TURNER 1021 EAST CARY STREET SUITE 2100 RICHMOND VA 23219 BOARD MEMBER 1.00 0 0 0 CAPTAIN TOM CHABY 1021 EAST CARY STREET SUITE 2100 RICHMOND VA 23219 BOARD MEMBER 1.00 0 0 0 NONE DANIEL & COMPANY INC 1800 ROSENEATH ROAD RICHMOND VA 23230 CONTRACTOR 604717 VIRGINIA MASONARY RESTORATION 127 RICHMOND HWY RICHMOND VA 23224 CONTRACTOR 330793 TAYLOR HOFFMAN CAPITAL MANAGEMENT 1021 E CARY ST SUITE 2100 RICHMOND VA 23219 MANAGEMENT 159240 GARDEN KEEPERS LTD PO BOX 17852 RICHMOND VA 23226 LANDSCAPING 148359 HOWELL HEATING & AIR 11216 AIR PARK ROAD ASHLAND VA 23005 CONTRACTOR 144063 5 CHARITABLE GIFTS TO THE HMT MUSEUM 260122 SUPPORT FOR THE BLOOMSBURY MUSEUM 1503886 SUPPORT FOR THE HMT MUSEUM 208569 1712455 0 370166 13560317 13930483 13930483 208957 13721526 599612 599612 599612 599612 599612 326718 1712455 2039173 599612 2039173 599612 1439561 1439561 0 1439561 1439561 X VIRGINIA MUSEUM OF HISTORY&CULTURE 428 N ARTHUR ASHE BLVD RICHMOND VA 23220 GENERAL SUPPORT 15000 TAYLOR MUSEUM OF WACO 701 JEFFERSON AVE WACO TX 76701 GRANTS TO EXPAND THE MUSEUM 260122 RICHMOND SYMPHONY 612 E GRACE ST 401 RICHMOND VA 23219 GENERAL SUPPORT 8620 JAMES MADISON MUSEUM 129 CAROLINE ST ORANGE VA 22960 GENERAL SUPPORT 21000 TEE JAY VIKINGS FUND PO BOX 11451 RICHMOND VA 23230 GENERAL SUPPORT 4000 THE CHARLESTON MINT 232 S CALDWELL ST BREVARD NC 28712 GIFT TO JAMES MADISON MUSEUM 2318 YOUTH LIFE FOUNDATION 3307 HANES AVE RICHMOND VA 23222 GENERAL SUPPORT 515 POLICE ATHLETIC LEAGUE 8655 STAPLES MILL RD HENRICO VA 23228 GENERAL SUPPORT 1059 312634 14 901 14 1866 16 112171 15 4387 16 256916 376241 376241 false false false false false false false false false false X X 1 ESTATE OF HELEN M TAYLOR 1021 EAST CARY STREET STE 2100 RICHMOND VA 23219 32736378 X X 1 REAL ESTATE 23848821 2023-04-25 1 HISTORICAL ARTIFACTS 8265450 2023-04-25 1 OTHER FINANCIAL INVESTMENTS 350000 2023-04-25 INDIRECT ACCOUNTING FEES 6500 3250 3250 LAND 2023-04-25 2100150 WATER HEATER 2023-04-28 7650 S/L 27.5000 197 197 ROOF 2023-08-15 11200 S/L 27.5000 153 153 BUILDING 2023-04-25 535000 S/L 27.5000 13780 13780 BUILDING 2023-04-25 390000 S/L 27.5000 10045 10045 BUILDING 2023-04-25 102248 S/L 27.5000 2634 2634 LAND 2023-04-25 247752 BUILDING 2023-04-25 202226 S/L 27.5000 5209 5209 LAND 2023-04-25 122774 BUILDING 2023-04-25 112889 S/L 27.5000 2908 2908 LAND 2023-04-25 67111 BUILDING 2023-04-25 195580 S/L 27.5000 5038 5038 LAND 2023-04-25 132650 LAND 2023-04-25 1983000 OTHER RE HELD FOR INVESTMENT 20171010 20171010 20171010 OTHER ASSETS HELD FOR INVESTMENT FMV 350000 350000 1556793 39964 1516829 6170266 INDIRECT LEGAL FEES 40982 20491 20491 THE HMT FAMILY DYNASTY TRUST PRESIDENT 2000000 2000000 2023-04 2028-04 60 0.0600 BUSINESS PURPOSE THE HMT FAMILY DYNASTY TRUST PRESIDENT 500000 500000 2023-07 2025-01 18 0.0600 BUSINESS PURPOSE THE HMT FAMILY DYNASTY TRUST PRESIDENT 700000 700000 2023-10 2025-04 18 0.0600 BUSINESS PURPOSE THE GEORGE TAYLOR MUNROE TRUST PRESIDENT 75000 75000 2023-10 2025-04 18 0.0600 BUSINESS PURPOSE THE GEORGE TAYLOR MUNROE TRUST PRESIDENT 160000 160000 2023-11 2025-05 18 0.0600 BUSINESS PURPOSE ARTWORK & HISTORICAL ARTIFACTS 8320220 8320220 10289 MOUNT SHARTON RD OPERATING EXPENSES 6427 6427 11010 BLOOMSBURY LN OPERATING EXPENSES 952 952 13048 BERRY HILL LN OPERATING EXPENSES 3943 3943 9584 MT SHARON RD OPERATING EXPENSES 574 574 18138 BRICK CHURCH ROAD OPERATING EXPENSES 182 182 18012 CONSTITUTION HWY OPERATING EXPENSES 90 90 724 W WACO OPERATING EXPENSES 8273 8273 EXPENSES RELATED MEALS AND ENTERTAINME 5915 2958 2958 PAYROLL EXPENSES 909 909 BANK SERVICE CHARGES 288 144 144 FINES & PENALTIES 239 239 CONTRACT LABOR 12930 12930 OFFICE EXPENSE 11566 11566 STORAGE EXPENSE 5715 5715 LAND SURVEYING EXPENSE 13050 13050 SUPPLIES 2436 2436 TECHNOLOGY 2823 2823 MISCELLANEOUS 1110 1110 RESEARCH EXPENSE 6000 6000 POSTAGE AND SUPPLIES 13747 13747 CLEANING EXPENSES 3500 3500 ADVERTISING 12365 12365 VEHICLE EXPENSE 309 309 ARCHITECTURE FEE 88271 88271 APPRAISAL EXPENSE 2750 2750 INSURANCE 66484 49863 16621 UTILITIES 63670 63670 REPAIRS & MAINTENANCE 257897 257897 EQUIPMENT RENTAL 2885 2885 CHARITABLE EVENT COSTS 14084 14084 DIRECT RENTAL EXPENSES -14191 ROYALTIES 4387 4387 RUFUS TOWLES N/A 45968 39666 2023-05 2027-05 MONTHLY 1,029 PRIN & INT 0.0357 USE OF TRUCK N/A OTHER PROFESSIONAL FEES 162942 81471 81471 CONSULTING EXPENSE 47275 23638 23638 ESTATE OF HELEN M TAYLOR 1021 EAST CARY STRE SUITE 2100 RICHMOND VA 23219 PROPERTY TAX 56925 56925 TAXES & LICENSES 225 225 PAYROLL TAXES 17460 17460