2025-09-09T09:25:34-05:00 2025-04-30 540987121 JOYNER KIRKHAM KEEL & ROBERTSON PC 5012 MONUMENT AVENUE SUITE 300 RICHMOND VA 232303632 990PF 2024-05-01 546051620 J EDWIN TREAKLE FOUNDATION INC JEDW 8046930881 BOX 1157 GLOUCESTER VA 23061 NANCY POWELL VP AND TREASURER 8046930881 2025-09-08 1 1 PETER N THACKER JR CPA P00585830 8042880496 2025-09-09 2024 2025-03-06 01:10:19Z X 7435898 X X 3932 3932 171312 171312 64846 549610 64846 240090 240090 59400 21600 37800 3558 1423 2135 10987 10987 0 37386 37386 0 2255 0 0 1800 900 900 11105 5551 5554 126491 77847 46389 300000 300000 426491 77847 346389 -186401 162243 22875 46975 46975 103424 55944 55944 5304986 5428703 5428703 1724677 1898406 1898406 5 5 5 5049 5049 0 5865 5865 7155967 7435898 7435898 1227 1 4704 0 5931 1 X 7150036 7435897 7150036 7435897 7155967 7435898 7150036 -186401 472262 7435897 0 7435897 VANGUARD 500 INDEX FUND SHS ETF P 2024-05-30 241918 207172 34746 34746 VANGUARD 500 INDEX FUND SHS ETF P 2024-10-09 52634 41434 11200 11200 VANGUARD 500 INDEX FUND SHS ETF P 2025-02-27 55058 41434 13624 13624 100000 SHS CATERPILLAR FINL SERVICE P 2024-11-08 100000 95017 4983 4983 100000 SHS JOHN DEERE CAPITAL CORP P 2025-03-03 100000 99707 293 293 64846 2255 0 2255 0 2255 8120 0 0 0 8120 0 5865 5865 0 0 0 0 0 0 0 0 0 0 0 1 1 VA 1 0 0 0 0 1 N/A FOUNDATION OFFICERS 8046930881 105 GAZETTE-JOURNAL BLDG GLOUCESTER VA 23061 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CYNTHIA HORSLEY 7305 WELLFORD LANE GLOUCESTER VA 23061 SECRETARY & GRANT ADMIN 8.00 17400 0 0 NANCY POWELL PO BOX 854 COBBS CREEK VA 23035 VICE PRESIDENT AND TREASUR 8.00 17400 0 0 ROBERT A MAY 1030 PINE HALL ROAD MATHEWS VA 23109 PRESIDENT AND FOUNDATION M 1.00 17400 0 0 ELSA VERBYLA PO BOX 465 MATHEWS VA 23109 DIRECTOR 0.25 2400 0 0 STUART BUNTING 6867 POWHATAN DRIVE HAYES VA 23072 DIRECTOR 0.25 2400 0 0 CAROLYN ROWE 99 ACORN LANE MATHEWS VA 23109 DIRECTOR 0.25 2400 0 0 NONE 0 NONE 0 0 7470187 46171 55 7516413 0 0 7516413 112746 7403667 370183 370183 2255 2255 367928 0 367928 0 367928 346389 0 346389 367928 0 0 0 346389 0 0 0 346389 0 0 0 0 0 0 0 0 21539 0 0 0 MR ROBERT A MAY PRESIDENT BOX 1157 GLOUCESTER VA 23061 8046930881 APPLICATION SUPPLIED BY FOUNDATION JANUARY 1 TO APRIL 30 EACH YEAR PREFERENCE GIVEN TO LOCAL AND EDUCATIONAL ORGANIZATIONS ABINGDON VOLUNTEER FIRE AND RESCUE PO BOX 9 BENA VA 23018 EXEMPT 501 (C) (3) P MAINTENANCE OF EQUIPMENT, EDUCATION, AND AUDIT, ETC. 51000 BAY AGING 5306 OLD VIRGINIA STREET P O BOX 610 URBANNA VA 23175 EXEMPT 501 (C) (3) P PAY FOR INSURANCE, RSVP TRAVEL, DELIVER MEALS ON WHEELS, TRANSPORTATION FOR SENIORS 7000 BAY SCHOOL COMMUNITY ARTS CENTER PO BOX 1524 279 MAIN STREET MATHEWS VA 23109 EXEMPT 501 (C) (3) P HELP FUND "OPEN ARTS" AFTER SCHOOL PROGRAM AND SUMMER ARTS CAMPS. 1000 BETHEL CHURCH OF MATHEWS 1581 GARDEN CREEK ROAD MATHEWS VA 23109 NO IRS RULINGS REPAIR PAYGROUND EQUIPMENT AND BUY NEW REFRIGERATOR. 500 CHILDREN'S HOS OF THE KING'S DAUGHTERS 601 CHILDRENS LANE NORFOLK VA 23507 EXEMPT 501 (C) (3) P SUPPORT REACH OUT & READ PROGRAM 1400 CHRISTOPHER NEWPORT UNIVERSITY EDUCATION FOUNDATION 1 AVENUE OF THE ARTS NEWPORT NEWS VA 23606 EXEMPT 501 (C) (3) P SCHOLARSHIPS FOR GLOUCESTER OR MATHEWS STUDENTS 8000 COURT HOUSE PLAYERS POBOX 643 GLOUCESTER VA 23061 EXEMPT 501 (C) (3) P FUND CHILDREN'S SUMMER CAMP BUDGET 1000 FIRST BAPTIST CHURCH PO BOX 84 MATHEWS VA 23109 EXEMPT 501 (C) (3) P ASSIST WITH OPERATING EXPENSES OF CHURCH 500 FIRST MORNING STAR BAPTIST CHURCH PO BOX 159 BENA VA 23018 NO IRS RULINGS FUND ALL PRO DAD BREAKFASTS. 500 GIRL SCOUT COUNCIL OF COLONIAL COAST 912 CEDAR ROAD CHESAPEAKE VA 23322 EXEMPT 501 (C) (3) P FUND TWO ROOF REPLACEMENTS AT CAMP BURKE'S MILL POND 4000 GLOUCESTER COUNTY 4-H PO BOX 156 GLOUCESTER VA 23061 EXEMPT 501 (C) (3) P PROVIDE SCHOLARSHIPS TO 4-H CAMP FOR NEEDY KIDS AND TEEN COUNSELORS 5000 GLOUCESTER UNITED EMERGENCY SHELTER TEAM PO BOX 1544 GLOUCESTER VA 23061 EXEMPT 501 (C) (3) P PAY FOR MOTEL VOUCHERS FOR HOMELESS 10000 GLOUCESTER VOLUNTEER FIRE AND RESCUE SQUAD 6595 MAIN STREET GLOUCESTER VA 23061 EXEMPT 501 (C) (3) P FUND EQUIPMENT TO MEET VIRGINIA MANDATED REGULATIONS ON USE AND STORAGE OF MEDS USED BY MEDICS 51000 GLOUCESTER-MATHEWS FREE CLINIC 6031 INDUSTRIAL DRIVE PO BOX 684 GLOUCESTER VA 23061 EXEMPT 501 (C) (3) P SUPPORT OF DENTAL CLINIC. 20000 GWYNN'S ISLAND CIVIC LEAGUE FOR GWYNN'S ISLAND CEMETERY FUND C/O MR TOM EDWARDS 107 MILLSTONE LANE HUDGINS VA 23076 EXEMPT 501 (C) (3) P MAINTAIN GWYNN'S ISLAND CEMETERY. 500 HABITAT FOR HUMANITY OF GLOUCESTER & MATH 3725 GEORGE WASHINGTON MEMORIAL HIGHWAY HAYES VA 23072 EXEMPT 501 (C) (3) P REPAIR TWO HOUSES FOR NEEDY FAMILIES 6000 HANDS ACROSS MATHEWS PO BOX 1303 MATHEWS VA 23109 EXEMPT 501 (C) (3) P HELP NEEDY FAMILIES WITH FOOD, FUEL, CLOTHING, SHELTER, HOME REPAIRS. 10000 HAYNES CEMETERY INC 1745 FITCHETTS WHARF ROAD MOON VA 23119 EXEMPT 501 (C) (3) PERPETUAL CARE FUND FOR CEMETERY. 500 HISTORIC CHRIST CHURCH INC FOUNDATION FOR PO BOX 24 IRVINGTON VA 22480 EXEMPT 501 (C) (3) P SUPPORT SUMMER SPEAKER SERIES 500 JACOB'S LADDER INC PO BOX 38 URBANNA VA 23175 EXEMPT 501 (C) (3) P SUPPORT ONE CLIMBER FOR THE YEAR. 6000 MATHEWS BAPTIST CHURCH PO BOX 8 8284 BUCKLEY HALL ROAD HUDGINS VA 23076 NO IRS RULINGS MAINTAIN CEMETERY LOTS WHERE TREAKLE'S PARENTS AND FAMILY ARE BURIED. 600 MATHEWS COUNTY TRIAD INC PO BOX 185 MATHEWS VA 23109 EXEMPT 501 (C) (3) P PAY FOR MEDICAL ALERT UNITS FOR 6 INDIGENT SENIORS. 3000 MATHEWS HIGH SCHOOL CREW PO BOX 14 MATHEWS VA 23109 USE PUBLIC SCHOOL RU COVER RISING COSTS OF TEAM ROWING 4000 MATHEWS VOLUNTEER FIRE DEPARTMENT PO BOX 1130 MATHEWS VA 23109 EXEMPT 501 (C) (3) P BUY FIRE FIGHTING EQUIPMENT. 26000 MATHEWS VOLUNTEER RESCUE SQUAD INC 94 CRICKET HILL ROAD MATHEWS VA 23109 EXEMPT 501 (C) (3) P BUY TURN OUT GEAR FOR NEW MEMBERS. 26000 PEARTREE CEMETERY ASSOCIATION PO BOX 43 MOON VA 23119 EXEMPT 501 (C) (3) MAINTAIN CEMETERY. 500 RAPPAHANNOCK COMMUNITY COLLEGE EDUCATIONAL FOUNDATION INC PO BOX 923 WARSAW VA 22572 EXEMPT 501 (C) (3) P FUND 7 MERIT SCHOLARSHIPS OF $1,000 EACH. 10000 READING IS FUNDAMENTAL - BOTETOURT ELEMENTARY SCHOOL 6361 MAIN STREET GLOUCESTER VA 23061 EXEMPT 501 (C) (3) P BUY BOOKS TO GIVE AWAY 3 TIMES A YEAR. 3000 RURAL HOUSING PARTNERSHIP PO BOX 1688 GLOUCESTER VA 23061 EXEMPT 501 (C) (3) P HOME REPAIRS TO LOW-INCOME HOMEOWNERS IN GLOUCESTER & MATHEWS 15000 SALVATION ARMY GLOUCESTER SERVICE CENTER 7059 LINDA CIRCLE HAYES VA 23072 EXEMPT 501 (C) (3) P HELP NEEDY IN GLOUCESTER & MATHEWS. 10000 SAMARITAN GROUP THE PO BOX 784 WHITE MARSH VA 231830784 EXEMPT 501 (C) (3) P HELP NEEDY IN GLOUCESTER WITH RENT, UTILITIES, TRANSPORTATION, AND MEDICAL BILLS. 10000 VERSABILITY RESOURCES INC 2520 58TH ST HAMPTON VA 23661 EXEMPT 501 (C) (3) P PROVIDE DAY PROGRAMS AT PULLER CENTER 2000 VIRGINIA SYMPHONY ORCHESTRA 150 BOUSCH ST SUITE 201 NORFOLK VA 23510 EXEMPT 501 (C) (3) P PROVIDE YOUNG PEOPLES CONCERT TO ELEMENTARY SCHOOL STUDENTS 2000 WEST MATHEWS COMMUNITY LEAGUE 293 BABY LANE MATHEWS VA 23109 EXEMPT 501 (C) (3) P BUY ONE CUSTOM WINDOW FOR BUILDING. 500 WOODVILLE ROSENWALD SCHOOL FOUNDATION POBOX 1971 GLOUCESTER VA 23061 EXEMPT 501 (C) (3) P BUY SECURITY SYSTEM TO PROTECT BUILDING FROM FIRE, INTRUSIONS, AND BURGLARY. 3000 300000 0 14 3932 14 171312 18 64846 0 240090 0 240090 0 0 0 0 0 0 0 0 0 0 AUDIT OF FINANCIAL STATEMENTS AND PREPARATION OF FORM 990-PF 10987 10987 0 100 SHS AMAZON.COM INC. 101413 101413 100 SHS AMERICAN HONDA FINANCE 93650 93650 100 SHS BP CAP MARKETS AMERICA 99655 99655 100 SHS COCA-COLA CO 97098 97098 100 SHS COMCAST CORP 97127 97127 100 SHS HOME DEPOT INC. 106491 106491 100 SHS IBM CORP 100074 100074 100 SHS JOHN DEERE CAPITAL CORP. 100852 100852 100 SHS JPMORGAN CHASE & CO 101551 101551 100 SHS META PLATFORMS INC 101874 101874 100 SHS MORGAN STANLEY 98193 98193 100 SHS NATIONAL RURAL UTIL COOP 104793 104793 100 SHS PFIZER INVESTMENT 101260 101260 100 SHS PNC FINANCIAL SERVICES 100093 100093 100 SHS UNION PACIFIC 99887 99887 100 SHS UNITEDHEALTH GROUP INC. 87965 87965 100 SHS VISA INC. 95135 95135 100 SHS UNITED PARCEL SERVICE 107735 107735 100 SHS HONEYWELL INTERNATIONAL 103560 103560 10 SHS MATHEWS YACHT CLUB 50 50 1016 SHS CISCO SYSTEMS 58654 58654 102 SHS AMGEN INC 29674 29674 111 SHS PAYPAL HOLDINGS INC 7308 7308 1120 SHS ALPHABET INC 177856 177856 1304 SHS APPLE INC 277100 277100 135 SHS NORTHROP GRUMMAN CORP 65678 65678 144 SHS OTIS WORLDWIDE CORP. 13863 13863 162 SHS AIR PRODUCTS & CHEMICALS INC 43917 43917 162 SHS GENERAL DYNAMICS CORP 44083 44083 162 SHS INTERNATIONAL BUSINESS MACHINES CORP 39175 39175 162 SHS LINDE PLC 73423 73423 1860 SHS VANGUARD MID-CAP ETF 476327 476327 1930 SHS VANGUARD SMALL-CAP ETF 417170 417170 200 SHS ELI LILLY & CO 179790 179790 200 SHS META PLATFORMS INC 109800 109800 1300 SHS VANGUARD 500 INDEX FUND SHS ETF 662662 662662 246 SHS BECTON DICKINSON & CO 50944 50944 246 SHS EOG RES INC 27141 27141 246 SHS GILEAD SCIENCES INC 26209 26209 246 SHS HOME DEPOT INC 88681 88681 246 SHS JOHNSON & JOHNSON 38452 38452 246 SHS PNC FINANCIAL SERVICES GROUP INC. 39530 39530 288 SHS TEXAS INSTRS INC 46094 46094 288 SHS YUM BRANDS INC 43327 43327 291 SHS DOW INC 8902 8902 325 SHS CAPITAL ONE FINL CORP 58584 58584 325 SHS CHEVRON CORP 44220 44220 325 SHS HONEYWELL INTERNATIONAL INC 68413 68413 325 SHS VALERO ENERGY CORP NEW 37729 37729 3510 SHS VANGUARD FTSE EMERGING MKTS ETF 158828 158828 367 SHS AUTOMATIC DATA PROCESSING INC 110320 110320 408 SHS CITIGROUP INC 27899 27899 408 SHS PFIZER INC 9959 9959 408 SHS PHILIP MORRIS INTERNATIONAL INC 69914 69914 408 SHS SALESFORCE.COM INC 109633 109633 408 SHS VISA INC 140964 140964 487 SHS EXXON MOBIL CORPORATION 51442 51442 5200 SHS VANGUARD FTSE DEVELOPED MARKETS ETF 274924 274924 529 SHS ABBVIE INC 103207 103207 529 SHS J P MORGAN CHASE & CO 129404 129404 529 SHS MERCK & CO INC 45071 45071 557 SHS AMAZON COM INC 102722 102722 571 SHS CENTENE CORP 34174 34174 608 SHS US BANCORP 24527 24527 696 SHS MORGAN STANLEY 80332 80332 79 SHS BLACKROCK INC 72227 72227 79 SHS COSTCO WHSL CORP 78566 78566 817 SHS COCA COLA CO 59273 59273 937 SHS MICROSOFT CORP 370359 370359 953 SHS RAYTHEON TECHNOLOGIES CORP. 120202 120202 COINS & PAPER FMV 5 5 RECOVERABLE EXCISE TAXES 0 5865 5865 INSURANCE 7009 3504 3505 MISCELLANEOUS 243 121 122 P.O. BOX RENT 194 97 97 OFFICE SUPPLIES 2411 1205 1206 TELEPHONE 1248 624 624 UNREALIZED GAIN 472262 EXCISE TAXES PAYABLE 4704 0 TRUST FEES FOR MAINTAINING INVESTMENT ASSETS 37386 37386 0 FEDERAL EXCISE TAXES 2255 0 0