2024-07-26T08:01:45-04:00 2023-12-31 541451026 HARRIS HARDY & JOHNSTONE PC 300 ARBORETUM PL STE 660 RICHMOND VA 23236 990PF 2023-01-01 851315498 RANDY AND KAREN WILLIAMSON FOUNDATI RAND 8047318001 909 S GASKINS ROAD RICHMOND VA 23238 RAYMOND WILLIAMSON JR PRESIDENT, TREASURER 8047318001 2024-05-13 true true W LEE CHANEY III CPA P00348789 8045600560 2024-06-28 2023 2024-08-08 14:25:15Z X 372994 X X 40 40 40 19494 19494 19494 449 25006 449 276 276 276 20259 20259 19810 1780 1780 25 25 156 156 1961 156 1805 25600 25600 27561 156 27405 -7302 20103 19810 11560 28889 28889 376465 351834 344105 388025 380723 372994 0 X 388025 380723 388025 380723 388025 380723 388025 -7302 380723 380723 0.636 ARDEN GLOBAL DYNAMIC FUND P 2023-03-21 6 7 -1 -1 1,000 WELLS FARGO VAR PFD FIX TO FLT P 2022-03-14 2023-09-15 25000 24550 450 450 449 279 279 279 279 false false false false false false false true true VA true false false false false true N/A KAREN WILLIAMSON 8047318001 909 S GASKINS RD HENRICO VA 23238 false false false false false false false false false false false false false false false false false false false false RAYMOND WILLIAMSON JR 909 S GASKINS RD HENRICO VA 23238 PRESIDENT, T 0.25 0 0 0 KAREN WILLIAMSON 909 S GASKINS RD HENRICO VA 23238 VICE PRESIDE 0.25 0 0 0 MADISON WILLIAMSON 909 S GASKINS RD HENRICO VA 23238 ASSISTANT SE 0.25 0 0 0 RAYMOND WILLIAMSON III 909 S GASKINS RD HENRICO VA 23238 ASSISTANT SE 0.25 0 0 0 NONE NONE DONATIONS TO APPROVED QUALIFIED PUBLIC CHARITIES UNDER IRC SECTION 501(C)(3). 25600 N/A 350584 27252 0 377836 377836 5668 372168 18608 18608 279 279 18329 18329 18329 27405 27405 18329 2402 5551 12542 20495 27405 18329 9076 29571 0 29571 2402 5551 12542 9076 X UNC KENAN FLAGLER BUS SCHOOL 300 KENAN CENTER DRIVE CHAPEL HILL NC 27599 UNRESTRICTED DONATION 25000 VIRGINIA SQUASH RACQUET ASSN INC PO BOX 4861 RICHMOND VA 23220 UNRESTRICTED DONATION 600 25600 14 40 14 19494 14 449 WELLS FARGO RETURNS OF CAPI 14 276 20259 20259 false false false false false false false false false false TAX PREPARATION 1780 1780 1000 SHARES WFC.Z 4.75% PFD 23100 19930 1000 SHS WELLS FARGO 4.75% PFD 22120 19930 1000 SHS WELLS FARGO 4.75% PFD 19060 19930 1000 SHARES AT&T 22862 16780 1000 SHARES GSK, TO 800 SHS 30972 29648 700 SHARES GSK 22295 25942 500 SHARES RIO TINTO PLC 32735 37230 300 SHARES RIO TINTO PLC 16293 22338 1000 SHARES PPL 28529 27100 1000 SHARES VERIZON COMMUNICATIONS 38465 37700 241 SHS WARNER BROS DISC, SPUN AT&T 6989 2743 1000 SHS HALEON PLC, SPUN GSK 6818 8230 4000 DELAWARE ENHANCED GLOB DIV & IN ABRDN GBL DYN DIV FD, MEGER 3342 SHS 34780 31214 1000 AT&T 5% PERPTL FIXED CUM 22666 20990 1000 DUKE ENERGY 5.75% PFD NON CUM 24150 24400 1000 WELLS FARGO PFD FIX TO FLT NON EXPENSES ADR FEE 83 83 MERGER ADJUSTMENT 73 73 WELLS FARGO RETURNS OF CAPITA 276 276 276 VA SCC LICENSE 25 25