2026-07-10T11:48:35-07:00 2025-12-31 541130194 BOWLES AFFILIATES PC 404 W Franklin Street Richmond VA 23220 990PF 2025-01-01 276624535 Taylor-Reeves HARF Trust TAYL 8047800236 P O Box 12085 Richmond VA 23241 Churchill G Bowles Trustee 2026-07-10 true Churchill G Bowles P02016302 8047800236 2025 2025-03-06 01:10:19Z X 1221257 X 5000 18287 18287 18287 100257 142778 100257 123544 118544 18287 20100 4000 16100 10078 10078 1600 1600 13419 4519 8900 354 355 45906 8519 36678 10000 10000 55906 8519 46678 67638 110025 18287 16202 36441 36441 388681 435728 1184816 404883 472169 1221257 0 X 404883 472169 404883 472169 404883 472169 404883 67638 472521 352 472169 15.000 shs. ISHARES PREFERRED AND INCOME SEC P 2009-11-19 2025-09-04 472 531 -59 -59 42.000 shs. VANGUARD INDEX FUNDS GROWTH P 2010-05-26 2025-10-06 20387 2176 18211 18211 10.000 shs. VANGUARD INDEX FUNDS VALUE P 2006-05-23 2025-10-06 1872 600 1272 1272 97.000 shs. VANGUARD INDEX FUNDS VALUE P 2006-05-30 2025-10-06 18158 5843 12315 12315 2,000 shs. VANGUARD INDEX FUNDS MID-CAP P 2010-12-16 2025-10-06 591 150 441 441 65.000 shs. VANGUARD INDEX FUNDS MID-CAP P 2010-10-14 2025-10-06 19208 4469 14739 14739 95.000 shs. VANGUARD INDEX FUNDS SMALL CAP VALUE P 2010-05-26 2026-10-06 20019 5515 14504 14504 26.000 shs. VANGUARD SECTOR INDEX FDS INFOR TECH P 2008-03-27 2025-10-06 19865 1341 18524 18524 26.000 shs. VANGUARD SECTOR INDEX FDS INFOR TECH P 2008-03-27 2025-10-06 19865 1341 18524 18524 175.000 shs. ISHARES BIOTECHNOLOGY P 2018-01-30 2025-06-10 22341 20555 1786 1786 100257 1529 1529 1529 X 19 1548 0 false false false false false false false true true VA true false false false false true N/A Churchill G Bowles 8047800236 404 West Franklin Street Richmond VA 23220 false false false false true false false false false false false false false false false false false false false false false false Churchill G Bowles P O Box 12085 Richmond VA 23241 Trustee 6.00 20100 NONE NONE 1129738 18891 0 1148629 0 1148629 17229 1131400 56570 56570 1529 1529 55041 55041 55041 46678 46678 55041 3511 26324 28256 39204 97295 46678 0 46678 8363 8363 88932 0 5000 83932 16472 28256 39204 X Holy Angels Residential Facility 10450 Ellerbee Road Shreveport LA 71106 N/A PC Support of Syndrome Individuals 5000 Holy Angels Residential Facility 10450 Ellerbee Road Shreveport LA 71106 N/A PC Support of Syndrome individuals 5000 10000 18287 100257 118544 118544 false false false false false false false false false false X X 1 Anne W Taylor Residuary Trust P O Box 12085 Richmond VA 23241 5000 X Accounting Fees - Bowles Affiliates, P.C 1600 0 0 1600 Pursuant to Regulation 53.4942(a)-3(c)(2)(iv), the foundation hereby elects to treat, as a current distibution out of corpus, the following unused prior years distributions that were treated as corpus distributions under Regulation 53.4942(a)-3(d)(1)(iii) in such prior tax year: Tax Year: 2022 Amount: 5000 Tax Year: 0 Amount: 0 McGuire Woods 10078 0 0 10078 Decrease in basis 352 Custodial Fees 355 Investment Expense 4519 4519 0 0 Tax Preparation 8900 0 0 8900 Tax due for 2024 354