2025-11-11T15:44:25-06:00 2024-12-31 364549119 SBK FINANCIAL INC 1001 HAXALL POINT SUITE 705 RICHMOND VA 23219 990PF 2024-01-01 352128225 THE BLAKE FAMILY CHARITABLE FOUNDATION BLAK 2396427372 356 SEABREEZE DRIVE MARCO ISLAND FL 341451827 NORMAN P BLAKE JR PRESIDENT 2396427372 2025-11-11 1 0 J KEVIN KING P00478828 8042371700 2025-11-11 2024 2025-03-06 01:10:19Z X 5735918 X 997922 20360 20360 194134 189808 12372 2189372 12372 1224788 222540 0 0 0 306 0 0 150 150 0 456 150 0 242075 242075 242531 150 242075 982257 222390 104637 1171106 1171106 1288 1288 26355 3335484 3634700 4538457 1238000 0 0 4679409 4807094 5735918 0 0 X 5033287 4807094 0 0 -353878 0 4679409 4807094 4679409 4807094 4679409 982257 0 5661666 854572 4807094 MERRILL LYNCH - NONCOVERED SECURITY SALES 2177000 2177000 0 0 CAPITAL GAINS DIVIDENDS P 12372 12372 12372 12372 3091 0 3091 0 3091 22821 0 0 0 22821 0 19730 19730 0 0 0 0 0 0 0 0 0 0 0 1 1 DE FL 1 0 1 0 0 1 N/A KAREN S BLAKE 2396427372 356 SEABREEZE DRIVE MARCO ISLAND FL 34145 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 NORMAN P BLAKE JR 356 SEABREEZE DRIVE MARCO ISLAND FL 341451827 PRESIDENT 1.00 0 0 0 KAREN S BLAKE 356 SEABREEZE DRIVE MARCO ISLAND FL 341451827 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 N/A 0 NONE 0 0 0 3769747 998926 0 4768673 0 0 4768673 71530 4697143 234857 234857 3091 3091 231766 0 231766 0 231766 242075 0 242075 231766 0 0 110634 28957 227566 632038 279958 1279153 242075 0 0 0 231766 10309 0 0 1289462 0 0 0 0 0 0 110634 1178828 28957 227566 632038 279958 10309 NORMAN P BLAKE JR KAREN S BLAKE NORMAN P AND KAREN S BLAKE 356 SEABREEZE DRIVE MARCO ISLAND FL 341451827 2396427372 NORM.BLAKE@GMAIL.COM MAIL WRITTEN REQUESTS TO THE FOUNDATION. NO SPECIFIC FORMAT REQUIRED. NONE NO RESTRICTIONS OR LIMITATIONS ON AWARDS ALLIANCE DEFENDING FREEDOM 15100 N 90TH STREET SCOTTSDALE AZ 85260 NONE PC OPERATING PURPOSES 5000 ALPHA CHI CHAPTER EDUCATIONAL FOUNDATION 607 N RUSSELL ST WEST LAFAYETTE IN 47906 NONE PC OPERATING PURPOSES 1000 ALZHEIMER'S DISEASE RESEARCH 22512 GATEWAY CENTER DRIVE CLARKSBURG MD 20871 NONE PC OPERATING PURPOSES 500 AMERICAN BIBLE SOCIETY 101 NORTH INDEPENDENCE MALL EAST FL8 PHILADELPHIA PA 191062155 NONE PC OPERATING PURPOSES 375 AMERICAN PARKINSON DISEASE ASSOCIATION 1359 BROADWAY SUITE 1509 NEW YORK NY 10018 NONE PC OPERATING PURPOSES 2000 BEHOLD AND BECOME PO BOX 391 ZIONSVILLE IN 460770391 NONE PC OPERATING PURPOSES 10000 CHRISTIAN APPALACHIAN PROJECT 485 PONDEROSA DRIVE PAINTSVILLE KY 41240 NONE PC OPERATING PURPOSES 16000 CONVENTION OF STATES 5850 SAN FELIPE ST SUITE 575 HOUSTON TX 77057 NONE PC OPERATING PURPOSES 2000 FOUNTAINS OF HOPE INTERNATIONAL 10409 HOLADAY DRIVE W CARMEL IN 46032 NONE PC OPERATING PURPOSES 7000 HUDSON INSTITUTE INC 1201 PENNSYLVANIA AVE NW NO 400 WASHINGTON DC 20004 NONE PC OPERATING PURPOSES 12000 NATIONAL LAW ENFORCEMENT OFFICERS' MEMORIAL FUND 901 E STREET NW SUITE 100 WASHINGTON DC 200042025 NONE PC OPERATING PURPOSES 1000 NATIONAL RIGHT TO WORK LEGAL DEFENSE FOUNDATION 8001 BRADDOCK ROAD SPRINGFIELD VA 22160 NONE PC OPERATING PURPOSES 2000 NAVY SEAL FOUNDATION 1619 D STREET BLDG 5326 VIRGINIA BEACH VA 23459 NONE PC OPERATING PURPOSES 500 OUR LADY OF THE SNOWS CHURCH 258-15 80TH AVENUE QUEENS NY 11004 NONE PC OPERATING PURPOSES 300 PRISON FELLOWSHIP PO BOX 1550 MERRIFIELD VA 22116 NONE PC OPERATING PURPOSES 300 PURDUE RESEARCH FOUNDATION 1281 WIN HENTSCHEL BLVD WEST LAFAYETTE IN 47906 NONE PC OPERATING PURPOSES 10000 PURDUE UNIVERSITY - BOILERMAKER ALLIANCE 4 CARTER GREEN STE 400 CARMEL IN 46032 NONE PC OPERATING PURPOSES 65000 RESTORING THE PRIDE EDUCATIONAL FOUNDATION 406 LITTLETON STREET WEST LAFAYETTE IN 47906 NONE PC OPERATING PURPOSES 10000 RIVERSIDE MILITARY ACADEMY 2001 RIVERSIDE DRIVE GAINESVILLE GA 30501 NONE PC OPERATING PURPOSES 5000 SAMARITAN'S PURSE PO BOX 3000 BOONE NC 28607 NONE PC OPERATING PURPOSES 7000 SAN MARCO PARISH 851 SAN MARCO ROAD MARCO ISLAND FL 34145 NONE PC OPERATING PURPOSES 1800 SAT-7 PO BOX 5039 BOONE IA 50950 NONE PC OPERATING PURPOSES 300 SEAS - ST ELIZABETH SETON PARISH 2631 POCAHONTAS TRAIL QUINTON VA 23141 NONE PC OPERATING PURPOSES 5300 SHELTERING WINGS CENTER FOR WOMEN PO BOX 92 DANVILLE IN 46122 NONE PC OPERATING PURPOSES 5000 SHRINER'S HOSPITALS FOR CHILDREN 2900 ROCKY POINT DR TAMPA FL 33607 NONE PC OPERATING PURPOSES 4000 ST JOSEPH'S INDIAN SCHOOL PO BOX 776 CHAMBERLAIN SD 573250776 NONE PC OPERATING PURPOSES 1000 ST JUDE'S CHILDREN'S RESEARCH HOSPITAL INC 262 DANNY THOMAS PLACE MEMPHIS TN 381053678 NONE PC OPERATING PURPOSES 4000 ST MATTHEW'S HOUSE INC 2001 AIRPORT RD S NAPLES FL 341124800 NONE PC OPERATING PURPOSES 5000 ST RAFKA MISSION OF HOPE AND MERCY 2459 SOUTH CHASE LANE LAKEWOOD CO 80227 NONE PC OPERATING PURPOSES 20000 STUDENTS FOR LIFE 1000 WINCHESTER ST SUITE 301 FREDERICKSBURG VA 22401 NONE PC OPERATING PURPOSES 6000 THE AMERICAN ENTERPRISE INSTITUTE 1789 MASSACHUSETTS AVENUE NW WASHINGTON DC 20036 NONE PC OPERATING PURPOSES 1000 THE HERITAGE FOUNDATION 214 MASSACHUSETTS AVE NW WASHINGTON DC 200024999 NONE PC OPERATING PURPOSES 12000 THE NAVIGATORS 3820 N 30TH ST COLORADO SPRINGS CO 80904 NONE PC OPERATING PURPOSES 200 THE UNITED STATES DEPUTY SHERIFFS' ASSOCIATION 2909 S SPRUCE WICHITA KS 67216 NONE PC OPERATING PURPOSES 1000 TUNNELS TO TOWERS FOUNDATION 2361 HYLAN BLVD STATEN ISLAND NY 10306 NONE PC OPERATING PURPOSES 7000 TURNING POINT FOR GOD PO BOX 3838 SAN DIEGO CA 92163 NONE PC OPERATING PURPOSES 500 USO WORLD HEADQUARTERS 2111 WILSON BLVD ARLINGTON VA 22201 NONE PC OPERATING PURPOSES 1000 WHEELER MISSION MINISTRIES 205 EAST NEW YORK STREET INDIANAPOLIS IN 46204 NONE PC OPERATING PURPOSES 7000 WOUNDED WARRIORS FAMILY SUPPORT INC 11218 JOHN GALT BLVD NO 103 OMAHA NE 68137 NONE PC OPERATING PURPOSES 3000 242075 0 14 20360 14 194134 18 12372 0 226866 0 226866 0 0 0 0 0 0 0 0 0 0 X X 1 NORMAN AND KAREN BLAKE 356 SEABREEZE DRIVE MARCO ISLAND FL 341451827 979311 X X 2 NORMAN AND KAREN BLAKE 356 SEABREEZE DRIVE MARCO ISLAND FL 341451827 18611 X X 1 3,317 SHS - VANGUARD TOTAL STK MKT ETF (VTI) 979311 2024-12-18 2 62 SHS - VANGUARD TOTAL STK MKT ETF (VTI) 18611 2024-12-13 NONE 0 EOG RESOURCES INC (215 SH) 1288 26355 AB GLOBAL BOND FUND CL A AT COST 147647 120160 AMERICAN BALANCED FUND INC CL A AT COST 19346 20956 AMERICAN BOND FUND OF AMERICA CL A AT COST 128960 106537 AMERICAN FUND GLOBAL BALANCED FUND CL A AT COST 9209 8968 AMERICAN GROWTH FUND OF AMERICA CL A AT COST 45631 58499 AMERICAN NEW PERSPECTIVE FD INC CL A AT COST 16048 15927 BLACKROCK MULTI ASSET INCOME PORTFOLIO C AT COST 17870 16772 BLACKROCK STRATEGIC INCOME OPPS PTF C AT COST 111222 102858 COHEN & STEER REAL ESTATE SECURITIES FD A AT COST 130656 134094 EATON VANCE FLOATING RATE ADVANTAGE FD CL A AT COST 200466 189788 EATON VANCE FLOATING RTE ADVANTAGE FUND CL C AT COST 95467 94584 GOLDMAN SACHS BOND FUND CLASS C AT COST 133772 112084 GOLDMAN SACHS CORE FIXED INCOME FD CL C AT COST 133103 112193 GUGGENHEIM FLOATING RATE STRATEGIES FD CL A AT COST 67902 65366 GUGGENHEIM LIMITED DURATION FUND CLASS A AT COST 13099 12912 GUGGENHEIM MACRO OPPORTUNITIES FUND CL A AT COST 71541 67020 GUGGENHEIM MACRO OPPORTUNITIES FUND CL C AT COST 88513 83188 GUGGENHEIM TOTAL RETURN BOND FD CL C AT COST 100549 81195 HARTFORD BALANCED INCOME FUND CL A AT COST 116665 114040 LORD ABBETT BOND DEBENTURE FD CL C AT COST 56246 49117 LORD ABBETT BOND DEBENTURE FUND CL A AT COST 129391 115393 LORD ABBETT SHORT DURATION INCOME FUND C AT COST 222853 206833 LORD ABBETT SHORT DURATION INCOME FUND CL A AT COST 28366 25912 NUVEEN HIGH YIELD MUNI BOND FD CLASS C AT COST 100900 83488 PARAMETRIC TABS 5 TO 15 YR LADDERED MUNI BD FD CL A AT COST 55749 54879 PGIM SHORT DUR HIGH YLD INCOME FD CL C AT COST 196300 184350 PGIM SHORT TERM CORPORATE BOND FD CL C AT COST 298024 279092 PIMCO INCOME FUND CL A AT COST 136289 120918 PIMCO INCOME FUND CL C AT COST 174623 157731 PIMCO TOTAL RETURN FD CL C AT COST 84611 67220 PRINCIPAL GLOBAL DIVERSIFIED INCOME CL A AT COST 47632 40555 PRINCIPAL SPECTRUM PRFRD & CAPTL INC FD CL C AT COST 56217 50375 PRINCIPAL SPECTRUM PRFRD & CAPTL SEC INC FD CL A AT COST 33580 30918 PUTNAM DIVERSIFIED INCOME TRUST FUND CL C AT COST 44407 33752 PUTNAM INCOME FUND CL C AT COST 42324 31399 PUTNAM LARGE CAP VALUE FUND CL A AT COST 36783 54579 VANGUARD TOTAL STK MKT AT COST 208587 1408187 WESTERN ASSET CORE PLUS BOND FD CL A AT COST 32940 25623 NUVEEN HIGH YIELD MUNI BOND FD CLASS A AT COST 1212 995 CSC - DELAWARE REGISTERED AGENT 306 0 0 CDS/EQUIVALENTS 1238000 0 0 OTHER ADJUSTMENTS 854572 MERRILL LYNCH 150 150 0 NORMAN AND KAREN BLAKE 356 SEABREEZE DRIVE MARCO ISLAND FL 341451827