2025-04-10T15:57:54-05:00 2024-12-31 541298267 RAETZ & HAWKINS PC CPAS 128 SOUTH RANDOLPH STREET LEXINGTON VA 244500916 990PF 2024-01-01 542000049 THE ANNA M DAY FOUNDATION ANNA 4349711956 500 CRESTWOOD DRIVE 2101 CHARLOTTESVILLE VA 22903 ELIZABETH D DINWIDDIE PRESIDENT 4349711956 2025-04-10 1 0 LUCAS C PENIX P01792749 5404637121 2024 2025-03-06 01:10:19Z X 2469176 X X 54215 54215 97311 194008 97311 151526 151526 0 0 0 200 0 0 1650 825 825 20567 20567 0 641 641 0 23058 22033 825 95000 95000 118058 22033 95825 33468 129493 2176 12070 12070 153098 178228 207697 946354 957706 1855814 143211 156571 157322 147739 121471 236273 1392578 1426046 2469176 0 0 X 0 0 0 0 1392578 1426046 1392578 1426046 1392578 1426046 1392578 33468 0 1426046 0 1426046 200 SH RITCHIE GLOBAL P 2017-08-15 2024-02-13 13418 5638 7780 7780 25 SH TRANE P 2020-03-31 2024-03-25 7502 2049 5453 5453 50 SH HILTON P 2017-03-15 2024-06-04 10016 2902 7114 7114 25 SH MICROSOFT P 2012-08-09 2024-06-04 10297 761 9536 9536 25 SH TRANE P 2020-03-31 2024-06-04 7940 2049 5891 5891 25000 SH AMERICAN EXPRESS P 2020-03-13 2024-07-01 25000 24779 221 221 50 SH MICROSOFT P 2012-08-09 2024-07-19 21837 1523 20314 20314 25 SH MICROSOFT P 2012-08-09 2024-07-22 11082 761 10321 10321 200 SH RITCHIE GLOBAL P 2017-08-15 2024-08-07 15525 5638 9887 9887 75 SH TRANE P 2020-03-31 2024-08-28 26391 6147 20244 20244 15000 SH NATIONAL RURAL UTILITIES P 2022-02-15 2024-10-18 15000 14625 375 375 15000 SH FEDERAL HOME LOAN BANKS P 2022-05-02 2024-11-24 15000 14992 8 8 15000 SH PHILLIPS 66 P 2022-02-01 2024-02-15 15000 14833 167 167 97311 1800 0 1800 0 1800 1320 0 0 0 1320 34 514 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 N/A ELIZABETH DINWIDDIE 4349711956 500 CRESTWOOD DRIVE 2101 CHARLOTTESVILLE VA 22903 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 EDWARD A DINWIDDIE 4763 WREN COURT CHARLOTTESVILLE VA 22911 DIRECTOR 0.00 0 0 0 ELIZABETH DAY DINWIDDIE 500 CRESTWOOD DRIVE 2101 CHARLOTTESVILLE VA 22903 PRESIDENT 0.00 0 0 0 WILLIAM W DINWIDDIE II 580 SIMPSONS LANE LOVINGSTON VA 22949 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 2442903 20005 0 2462908 0 0 2462908 36944 2425964 121298 121298 1800 1800 119498 0 119498 0 119498 95825 0 95825 119498 94615 0 0 95825 94615 0 0 1210 0 0 0 0 0 0 0 0 118288 0 0 0 X THE NATURE FOUNDATION AT WINTERGREEN 3421 WINTERGREEN DRIVE ROSELAND VA 22967 NONE CASH GIFT 1000 HABITAT FOR HUMANITY OF GREATER CHARLOTTESVILLE 967 2ND ST SE CHARLOTTESVILLE VA 22902 NONE CASH GIFT 2000 HOSPICE OF THE PIEDMONT 675 PETER JEFFERSON PKWY STE 300 CHARLOTTESVILLE VA 22911 NONE CASH GIFT 3000 MARTHA JEFFERSON HOSPITAL FOUNDATION 500 MARTHA JEFFERSON DRIVE CHARLOTTESVILLE VA 22911 NONE CASH GIFT 2000 MEDITATION CENTER P O BOX 133 CHARLOTTESVILLE VA 22902 NONE CASH GIFT 10000 RANDOLPH COLLEGE P O BOX 3215 LYNCHBURG VA 24503 NONE CASH GIFT 10000 RANDOLPH-MACON COLLEGE P O BOX 3215 LYNCHBURG VA 24503 NONE CASH GIFT 10000 SUNNYSIDE COMMUNITY 3935 SUNNYSIDE DR HARRISONBURG VA 22801 NONE CASH GIFT 2000 THE CENTER AT BELVEDERE 540 BELVEDERE BLVD CHARLOTTESVILLE VA 22901 NONE CASH GIFT 30000 UNION PRESBYTERIAN SEMINARY 3401 BROOK ROAD RICHMOND VA 23227 NONE CASH GIFT 10000 UNIVERSITY OF VIRGINIA P O BOX 400807 CHARLOTTESVILLE VA 22904 NONE CASH GIFT 6000 WAYNESBORO SYMPHONY ORCHESTRA P O BOX 671 WAYNESBORO VA 22901 NONE CASH GIFT 9000 95000 0 14 54215 18 97311 0 151526 0 151526 0 0 0 0 0 0 0 0 0 0 TAX ACCOUNTING FEES 1650 825 825 10K SH NUCOR CORP DUE 5.28 9878 9713 15K SH PHILLIPS 66 DUE 2.24 9476 9294 10K SH PPG INDUSTRIES DUE 3.26 9189 9560 15K SH SIMON PROPERTY DUE 12.27 14321 14520 20K SOUTHWESTERN ELECTRIC DUE 9.28 19995 19436 10K SH THE GOLDMAN SACHS GROUP DUE 2.25 10000 9969 20K SH TOYOTA MOTOR CRED DU 1.26 18107 19087 20K SH WELLS FARGO & CO DUE 4.26 19366 19575 15K SH 3M CO. DUE 8.29 12896 13453 25000 SH CENTERPOINT ENERGY 24319 23767 10000 SH PIEDMONT NATURAL GAS 9024 8948 400 SH JOHNSON & JOHNSON 27035 57848 375SH MICROSOFT 6852 94838 2600SH DOUGLAS DYNAMICS 33910 61438 300SH BERKSHIRE HATHAWAY 25206 135984 3400SH VANGUARD TOTAL INTERNATIONAL STOCK 155400 200362 1050SH EXPEDITORS INTERNATIONAL 52667 116309 60SH METTLER-TOLEDO 8391 36710 500SH ROCKWELL AUTOMATION 60061 142895 700SH HILTON (HOTEL/FRANCHSING/MGMT) 37731 160654 700SH TEXAS INSTRUMENTS 79374 131257 32K SH VANGUARD ADMIRAL HIGH YIELD BOND FUND 180000 175869 1635SH VANGUARD US REIT ETF 128999 151436 1000 SH TRANE 54822 277013 268.24 SH KENVUE 18243 30958 1700 SH PFIZER 89015 82243 178228 207697 0 0 2200SH RB GLOBAL AT COST 48652 162378 10K SH AFLAC DUE 3.26 AT COST 8933 9564 10K SH BANK OF MONTREAL DUE 7.25 AT COST 9977 9977 25K SH CANADIAN NATIONAL RAILWAYS DUE 3.26 AT COST 24436 24441 10K SH FFCB DUE 02.25 AT COST 9473 9968 20K SH FED HOME LOAN BANKS DUE 3.25 AT COST 20000 19945 LEGAL FEES 200 0 0 INVESTMENT MANAGEMENT FEES 20567 20567 0 FOREIGN TAX PAID 545 545 0 IRC SECTION 4940(E) TAX ON INCOME 96 96 0