2025-03-07T11:14:26-06:00 2024-12-31 830812731 LISA T MCCOIG CPA PC 33 W PICCADILLY ST WINCHESTER VA 22601 990PF 2024-01-01 376564847 GOLDEN EAGLE FOUNDATION GOLD 5406677023 7116 MONTAGE ROW RICHMOND VA 23238 JOHN E WETSEL JR TRUSTEE 5406677023 2025-02-22 1 1 LISA T MCCOIG P00295099 5406673791 2024 2025-03-06 01:10:19Z X X 1742579 X X 35508 35508 102344 303874 102344 587 587 138439 138439 12000 0 12000 1950 975 975 15889 15889 0 2670 0 0 32509 16864 12975 69000 69000 101509 16864 81975 36930 121575 58058 158730 158730 555757 543213 1067367 573718 523664 516482 1187533 1225607 1742579 0 0 X 0 0 0 0 1187533 1225607 1187533 1225607 1187533 1225607 1187533 36930 1144 1225607 0 1225607 ABBOTT LABS INC P 2024-03-25 2024-08-16 22137 22029 108 108 ALPHABET INC CL A P 2017-02-02 2024-03-25 7431 2044 5387 5387 ALPHABET INC CL A P 2017-02-02 2024-07-01 18131 4144 13987 13987 AMETEK INC NEW P 2015-03-16 2024-02-26 17949 5266 12683 12683 BRISTOL-MYERS SQUIBB 2.9% P 2022-08-16 2024-07-26 50000 49555 445 445 CARMAX INC P 2022-03-23 2024-12-23 20826 24881 -4055 -4055 DANAHER CORP P 2014-07-23 2024-09-17 13623 2519 11104 11104 FISERV INC P 2022-02-18 2024-07-01 25000 25331 -331 -331 MCCORMICK & CO INC P 2013-07-04 2024-12-23 23199 10416 12783 12783 PURE STORAGE INC CL A P 2018-05-30 2024-02-26 20726 10693 10033 10033 PURE STORAGE INC CL A P 2018-05-30 2024-03-25 15738 6317 9421 9421 ROPER TECHNOLOGIES P 2020-01-15 2024-09-15 25000 25254 -254 -254 UNION PAC CORP COM P 2013-07-04 2024-02-26 25476 7783 17693 17693 VERALT CORPORATION P 2014-07-23 2024-02-26 7203 1656 5547 5547 WATSCO INC P 2017-03-21 2024-07-01 11435 3642 7793 7793 102344 1690 0 1690 0 1690 2000 0 0 0 2000 0 310 310 0 0 0 0 0 0 0 0 0 0 0 1 1 VA 1 0 0 0 0 1 N/A JOHN E WETSEL JR 5406677023 7116 MONTAGE ROW RICHMOND VA 23238 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOHN E WETSEL JR 7116 MONTAGE ROW RICHMOND VA 23238 TRUSTEE 5.00 12000 0 0 NONE 0 NONE 0 0 1637228 99505 0 1736733 0 0 1736733 26051 1710682 85534 85534 1690 1690 83844 0 83844 0 83844 81975 0 81975 83844 0 0 10630 10630 81975 0 0 0 81975 0 1869 1869 8761 0 0 0 0 0 0 0 8761 8761 X CENTRAL HIGH SCHOOL 1147 SUSAN AVENUE WOODSTOCK VA 22664 NONE NC SCHOLARSHIPS 23000 MOUNTAIN VIEW HIGH SCHOOL 150 STONEWALL LANE QUICKSBURG VA 22847 NONE NC SCHOLARSHIPS 23000 STRASBURG HIGH SCHOOL 250 RAM DRIVE STRASBURG VA 22657 NONE NC SCHOLARSHIPS 23000 69000 0 14 35508 14 587 18 102344 0 138439 0 138439 0 0 0 0 0 0 0 0 0 0 ACCOUNTANT 1950 975 975 25000 AFFILIATED MANAGERS GROUP 3.5% 24982 24819 25000 AMPHENOL CORP 3/30/23 4.75% 24846 25014 25000 BOEING CO 2.5% 25333 24870 25000 BRISTOL MYERS SQUIBB 4.9% 25352 25122 25000 DOW DUPONT INC 4.493% 25489 24937 25000 IBM CORP 7/27/22 4.0% 24581 24899 25000 INTEL CORP 3.7% 25261 24832 25000 MCDONALD'S CORP 1.45% 24944 24475 25000 MCKESSON CORP 6/15/23 4.90% 24553 25079 25000 MOHAWK INDS INC 9/18/23 5.85% 24810 25708 25000 NETAPP INC 1.875% 25199 24618 25000 NORFOLK SOUTHERN 8/20/23 5.05% 24969 25256 25000 NVIDIA CORP DTD 6/16/21 1.550% 24650 22702 25000 PARKER-HANNIFIN CORP 4.5% 24734 24649 25000 STANLEY BLACK & DECKER 2.3% 24917 24904 50000 KEURIG DR PEPPER INC. 4.417% 49930 49908 50000 SALESFORCE.COM INC DTD 7/12/21 1.5% 50150 44930 50000 WHIRLPOOL CORP 3.7% 48964 49760 1,588.31 SHS WILLIAM BLAIR EM S/C GR-I 25000 34355 100 SHS ADOBE 7296 44468 100 SHS MONGODB INC CL A 24279 23281 100 SHS POOL CORP 19000 34094 100 WORKDAY INC 14034 25803 1000 JANUS HENDERSON SHORT DURATION INCOME 49849 48910 1000 SHS PURE STORAGE 17416 61430 1050 SHS ROLLINS INC 24105 48667 125 WATSCO 18211 59236 150 ECOLAB INC 26946 35148 150 SHS UNION PAC CORP COM 11675 34206 175 APPLE INC. 3286 43824 175 SHS MICROSOFT 8994 73763 200 JP MORGAN CHASE & CO 23138 47942 200 SHS DANAHER CORP 10074 45910 200 SHS DEXCOM 23307 15554 250 SHS AMETEK INC 12378 45066 250 SHS COSTAR GROUP INC 21838 17898 280 AMAZON COM INC 13465 61429 350 SHS ALPHABET INC 15732 66255 350 SHS FASTENAL 7896 25168 350 TREX CO INC 30630 24160 400 INTERCONTENINTAL EXCHANGE INC 26450 59604 50 SHS MEDPACE HOLDINGS INC 19232 16611 700 ISHARES BARCLAYS TIPS BOND 88982 74585 JANUS HENDERSON SHORT DUR INC TF 587 587 587 2022 TAX REFUND 1144 FIRSTCO LLC, AGENCY FEES 15889 15889 0 2024 ESTIMATED EXCISE TAX PAID 2000 0 0 2023 EXCISE TAX PAID 670 0 0