2024-05-02T15:12:40-05:00 2023-12-31 541298267 RAETZ & HAWKINS PC CPAS 128 SOUTH RANDOLPH STREET LEXINGTON VA 244500916 990EZ 2023-01-01 262916589 THE MAXWELTON AND LACHLAN FOUNDATION MAXW 4342200356 702 EVERGREEN AVENUE P O BOX 2201 CHARLOTTESVILLE VA 22902 GEORGE J MCVEY JR TREASURER 4342200356 2024-05-02 1 GEORGE MCVEY JR XXX-XX-XXXX 1 LUCAS C PENIX P01792749 5404637121 0 AAL1 IAL1 2023 2023-04-26 12:10:37Z X N/A X X 67680 X 44362 8318 15000 14736 264 52944 20000 225 1051 100 21376 31568 343191 47228 421987 X 47537 43290 295654 378697 343191 421987 0 0 343191 421987 SCHOLARSHIP GRANTS SCHOLARSHIP GRANTS FOR CHILDREN TO ATTEND SUMMER CAMP AT CAMP MAXWELTON AND CAMP LACHLAN 20000 0 0 SAMUEL ROBERT FISHLEIGH ALLIN SECRETARY 0.00 0 0 0 MOLLY MOORE GREEN PRESIDENT 0.00 0 0 0 GEORGE J MCVEY JR TREASURER 0.00 0 0 0 MEREDITH WILLIAMS ALLIN DIRECTOR 0.00 0 0 0 WILLIAM ROBERTSON BEVERLEY HERSHEY DIRECTOR 0.00 0 0 0 KATHLEEN BELK DOFFERMYRE DIRECTOR 0.00 0 0 0 WILLIAM DAVID BARR DIRECTOR 0.00 0 0 0 RENDALL LAWRENCE HARRIS DIRECTOR 0.00 0 0 0 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 GEORGE J MCVEY JR 702 EVERGREEN AVENUE CHARLOTTESVILLE VA 22902 4342200356 0 0 0 0 0 0 0 0 0 0 NONE NONE 1 X 39870 27420 35826 32977 44362 180455 39870 27420 35826 32977 44362 180455 180455 4111 4014 3574 5231 8582 25512 205967 0.87610 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME DESCRIPTION: INTEREST. AMOUNT: 618. DESCRIPTION: DIVIDENDS. AMOUNT: 7,700. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 8,318. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: SCHOLARSHIPS. GRANTEE NAME: SUMMER CLAN INC.. GRANTEE ADDRESS: 946 WALKERS CREEK ROAD ROCKBRIDGE BATHS, VA 24473. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 06/01/23. AMOUNT GIVEN: 20,000. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: ANNUAL REGISTRATION. AMOUNT: 75. DESCRIPTION: BANK CHARGES. AMOUNT: 25. TOTAL TO FORM 990-EZ, LINE 16: 100. FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS DESCRIPTION: UNREALIZED APPRECIATION. AMOUNT: 47,228. FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS DESCRIPTION: INVESTMENT SECURITIES. BEG. OF YEAR AMOUNT: 295,654. END OF YEAR AMOUNT: 378,697. THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.