2025-10-09T12:41:44-05:00 2024-12-31 202913297 ARMSTRONG BRISTOW FARLEY & SCHWARZSCHILD 1807 LIBBIE AVE STE 200 RICHMOND VA 23226 990PF 2024-01-01 546498126 RICHARD W AND JEAN P WRIGHT CHARITABLE TRUST RICH 8042789911 9 FOXMERE DRIVE RICHMOND VA 23238 RICHARD W WRIGHT TRUSTEE 8042789911 2025-10-09 1 1 MOLLY D MCEVOY P01272202 8042826170 2024 2025-03-06 01:10:19Z X 2456148 X 2000 X 41268 41268 32209 78226 32209 75477 73477 0 0 0 3090 0 0 20 0 0 3110 0 0 79351 79351 82461 0 79351 -6984 73477 11653 15618 15618 277903 231887 1376030 602736 637803 1064500 892292 885308 2456148 0 0 X -99876 -99876 0 0 992168 985184 892292 885308 892292 885308 892292 -6984 0 885308 0 885308 250 SHS SOUTHSTATE CORP. 2018-06-27 2024-01-31 20868 21913 -1045 -1045 275 SHS SOUTHSTATE CORP 2018-06-27 2024-12-10 29801 24104 5697 5697 CAPITAL GAIN DISTRIBUTION 27557 27557 27557 32209 1021 0 1021 0 1021 0 0 639 0 639 57 439 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 N/A RICHARD W WRIGHT 8042789911 9 FOXMERE DRIVE RICHMOND VA 23233 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 RICHARD W WRIGHT 9 FOXMERE DRIVE WATERSIDE RICHMOND VA 23233 TRUSTEE 2.00 0 0 0 NONE 0 NONE 0 0 2313505 33313 0 2346818 0 0 2346818 35202 2311616 115581 115581 1021 1021 114560 0 114560 0 114560 79351 0 79351 114560 0 0 6686 71328 78014 79351 0 0 0 79351 0 35209 35209 42805 0 0 0 0 0 0 0 42805 42805 X AMERICAN LEGION PO BOX 11025 RICHMOND VA 23230 PC TO SUPPORT EXEMPT MISSION OF ORGANIZATION 85 AMERICAN RED CROSS 430 17TH STREET NW WASHINGTON DC 20006 PC TO SUPPORT EXEMPT MISSION OF ORGANIZATION 50 AVERETT UNIVERSITY 420 W MAIN STREET DANVILLE VA 24541 PC TO SUPPORT EXEMPT MISSION OF ORGANIZATION 4000 CHESAPEAKE BAY FOUNDATION 6 HERNDON AVENUE ANNAPOLIS MD 21403 PC TO SUPPORT EXEMPT MISSION OF ORGANIZATION 150 CHRISTMAS MOTHER - CITY OF RICHMOND 7814 CAROUSEL LANE 400 RICHMOND VA 23294 PC TO SUPPORT EXEMPT MISSION OF ORGANIZATION 4000 COAST GUARD FOUNDATION 394 TAUGWONK ROAD STONINGTON CT 06378 PC TO SUPPORT EXEMPT MISSION OF ORGANIZATION 50 COLONIAL WILLIAMSBURG FOUNDATION 401 W DUKE OF GOUCESTER ST WILLIAMSBURG VA 23185 PC TO SUPPORT EXEMPT MISSION OF ORGANIZATION 50 DERBYSHIRE BAPTIST CHURCH 8800 DERBYSHIRE ROAD RICHMOND VA 23229 PC TO SUPPORT EXEMPT MISSION OF ORGANIZATION 43465 DISABLED AMERICAN VETERANS PO BOX 14301 CINCINNATI OH 45250 PC TO SUPPORT EXEMPT MISSION OF ORGANIZATION 75 HILLSDALE COLLEGE 33 EAST COLLEGE STREET HILLSDALE MI 49242 PC TO SUPPORT EXEMPT MISSION OF ORGANIZATION 50 HOPE TREE 860 MT VERNON LANE SALEM VA 24153 PC TO SUPPORT EXEMPT MISSION OF ORGANIZATION 22111 JUDICIAL WATCH 425 THIRD STREET SUITE 800 WASHINGTON DC 20024 PC TO SUPPORT EXEMPT MISSION OF ORGANIZATION 35 KENTUCKY COLONELS 943 SOUTH FIRST STREET LOUISVILLE KY 40203 PC TO SUPPORT EXEMPT MISSION OF ORGANIZATION 50 LEADERSHIP INSTITUTE 1101 NORTH HIGHLAND STREET ARLINGTON VA 22201 PC TO SUPPORT EXEMPT MISSION OF ORGANIZATION 1000 MARCH OF DIMES PO BOX 5141 BOONE IA 50950 PC TO SUPPORT EXEMPT MISSION OF ORGANIZATION 125 MASSEY CLUB 401 COLLEGE STREET BOX 980037 RICHMOND VA 23298 PC TO SUPPORT EXEMPT MISSION OF ORGANIZATION 2000 MCSHIN FOUNDATION 2300 DUMBARTON ROAD RICHMOND VA 23228 PC TO SUPPORT EXEMPT MISSION OF ORGANIZATION 50 REAGAN RANCH 217 STATE STREET I SANTA BARBARA CA 93101 PC TO SUPPORT EXEMPT MISSION OF ORGANIZATION 50 SALVATION ARMY 615 SLATERS LANE ALEXANDRIA VA 22314 PC TO SUPPORT EXEMPT MISSION OF ORGANIZATION 50 SPECIAL OLYMPICS OF VIRGINIA 3212 SKIPWITH ROAD SUITE 200 RICHMOND VA 23294 PC TO SUPPORT EXEMPT MISSION OF ORGANIZATION 100 ST MARY'S CATHOLIC CHURCH 9505 GAYTON ROAD HENRICO VA 23229 PC TO SUPPORT EXEMPT MISSION OF ORGANIZATION 50 TUCKAHOE RESCUE SQUAD 1101 HORSEPEN ROAD RICHMOND VA 23229 PC TO SUPPORT EXEMPT MISSION OF ORGANIZATION 50 VCU ATHLETICS 1200 WEST BROAD STREET RICHMOND VA 23284 PC TO SUPPORT EXEMPT MISSION OF ORGANIZATION 1500 VETERANS OF FOREIGN WARS 406 W 34TH STREET KANSAS CITY MO 64111 PC TO SUPPORT EXEMPT MISSION OF ORGANIZATION 30 VIRGINIA SHERIFF'S ASSOCIATION 901 E BYRD ST 1301 RICHMOND VA 23219 PC TO SUPPORT EXEMPT MISSION OF ORGANIZATION 75 VMI FOUNDATION 304 LETCHER AVENUE PO BOX 392 LEXINGTON VA 24450 PC TO SUPPORT EXEMPT MISSION OF ORGANIZATION 50 WORLD PEDIATRIC PROJECT 1801 E CARY STREET SUITE 11 RICHMOND VA 23223 PC TO SUPPORT EXEMPT MISSION OF ORGANIZATION 50 79351 0 14 41268 32209 0 41268 32209 73477 1 FUNDS USED FOR GRANTS 0 0 0 0 0 0 0 0 0 0 ABBVIE INC., 91 SHARES 1232 16171 ADOBE SYSTEMS INC., 107 SHARES 9514 47581 ALPHABET INC., CL C, 117 SHARES 1845 22281 ALPHABET INC., CL A, 200 SHARES 3581 37860 ALTRIA GROUP INC., 180 SHARES 598 9412 AMAZON INC., 260 SHARES 2715 57041 AMERICAN EXPRESS CO., 362 SHARES 4573 107438 APPLE INC., 218 SHARES 3753 54592 CANADIAN PACIFIC KANSAS CITY LTD., 30 SHARES 186 2171 CARRIER GLOBAL CORP., 705 SHARES 766 48123 COSTCO WHOLESALE CORP., 32 SHARES 2646 29321 DANAHER CORP., 29 SHARES 938 6657 MASTERCARD INC. CL A, 92 SHARES 4257 48444 PEPSICO INC., 600 SHARES 8333 91236 PHILIP MORRIS INTL INC., 600 SHARES 4545 72210 RTX CORP., 705 SHARES 2261 81583 SALESFORCE INC., 159 SHARES 5661 53158 TRANE TECHNOLOGIES PLC, 49 SHARES 835 18098 TRANE TECHNOLOGIES PLC, 143 SHARES 4784 52817 VISA INC., 170 SHARES 3750 53727 INGERSOLL RAND INC., 42.8167 SHARES 240 3873 INGERSOLL RAND INC., 83.8233 SHARES 828 7583 KRAFT HEINZ CO., 138 SHARES 717 4238 OTIS WORLDWIDE CORP, 352 SHARES 1070 32599 SOUTHSTATE CORP., 4020 SHARES 146482 399910 SOUTHSTATE CORP., 180 SHARES 15777 17906 DAVENPORT VALUE AND INCOME FUND, 23868.724 SHARES AT COST 374487 440855 SPDR S&P 500 ETF, 1,015 SHARES AT COST 231555 594871 ISHARES TR 5-10 YR INVT GRADE CORP BOND ETF, 440 SHARES AT COST 24456 22664 INVESCO ETF TR II SR. LN ETF, 290 SHARES AT COST 7305 6110 CHECK REORDER FEE 20 0 0 FOREIGN TAXES WITHHELD ON DIVIDENDS 2 0 0 2023 TAXES - NET INVESTMENT INCOME 3088 0 0