2024-09-19T14:01:26-05:00 2023-12-31 346565596 ERNST & YOUNG US LLP 2100 EAST CARY STREET STE 201 RICHMOND VA 23223 990 2023-01-01 526039286 COLUMBIAN HARMONY CAPITAL ACCT 610004061 COLU 5408823638 9030 STONY POINT PARKWAY STE 300 RICHMOND VA 23235 WALLACE P WORMLEY PRESIDENT 5408823638 2024-08-29 false DOAK ARTHUR PFAFF P00878518 6142327288 2024-08-29 2023 2024-08-08 14:25:15Z CASPA HARRIS III 1320 OLD CHAIN BRIDGE RD STE205 MCLEAN VA 22101 382458 false X N/A X 1967 VA A FEDERAL JUDGE REQUIRED THE SOCIETY TO ASSURE THE PERPETUAL CARE OF THE HARMONY SECTION OF NATIONAL HARMONY MEMORIAL PARK 6 3 0 0 0 0 0 108092 119749 0 108092 119749 0 0 56700 42000 0 0 42870 43144 99570 85144 8522 34605 3759758 3794220 0 0 3759758 3794220 X A FEDERAL JUDGE REQUIRED THE SOCIETY TO ASSURE THE PERPETUAL CARE OF THE HARMONY SECTION OF NATIONAL HARMONY MEMORIAL PARK false false SUPPORT TO THE COLVIN CEMETERY false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true 0 0 0 false false false false false false false false false false false false false X 6 3 true false false false false false false true false false false true false false false false false false VA X Wallace P Wormley President %TCV Trust & Wealth 2672074599 1320 Old Chain Bridge Rd STE 205 McLean VA 22101 X WALLACE P WORMLEY CHAIR & PRESIDENT 6.0 X X 8000 0 0 PATRICIA C SLUBY SECRETARY 8.0 X X 8000 0 0 CASPA L HARRIS III TREASURER 6.0 X X 8000 0 0 BENJAMIN LAMBERTON PARLIAMENTARIAN 2.0 X X 8000 0 0 JULIA A IVES DIRECTOR 6.0 X 8000 0 0 GRACE H ROSS DIRECTOR 6.0 X 2000 0 0 42000 0 0 false false false 115951 115951 10577 10577 255930 262709 -6779 -6779 -6779 119749 119749 X 42000 42000 1200 1200 38489 38489 3 3 505 505 1937 1937 LIABILITY INSURANCE BANK CHARGES FROM CHECKING ACCOUNT FOREIGN TAXES 1010 1010 85144 0 85144 0 53174 243549 143004 3463035 3651216 3759758 3794220 0 0 X 3759758 3794220 3759758 3794220 3759758 3794220 X 34605 -143 X true X false false PART XI LINE 9 MUTUAL FUND ADJUSTMENT TO INCOME $404.44 PART XI LINE 9 RETURN OF CAPITAL ADJUSTMENT ($478.06) PART XI LINE 9 Income Pd in 2024 taxed in 2023 ($1281.15) PART XI LINE 9 Income Pd in 2022 taxed in 2023 $606.69 PART XI LINE 9 ROUNDING $10.00 PART XI LINE 9 ACCRUED INT ON PURCH ($29.17) PART XI LINE 9 ORDINARY INC ON DISPOSITION $625.00 EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1a Organization has 6 voting members who independently vote. FORM 990, PAGE 6, PART VI, LINE 2 Caspa L. Harris III - brother & Grace H. Ross - sister Patricia C. Sluby - mother & Julia A. Ives - daughter EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a Meeting minutes are always taken by the secretary, Pat Sluby. Minutes available upon request EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b No documents for committees with authority to act on behalf of the governing body FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW Independent review by each member. Comments provided to President FORM 990, PAGE 6, PART VI, LINE 18 Upon Request FORM 990, PAGE 6, PART VI, LINE 19 Upon Request EXPLANATION FOR FORM 990, PART XI, LINE 9 Changes in basis of assets due to return of capital -$478, income posted in 2024 for 2023 -$1281, 2022 transactions posted in 2023 $606, prior year accrued interest -$29, mutual fund earnings $404, rounding $10, ordinary Inc on Disposition $625.