2026-03-13T16:41:01-04:00 2024-12-31 201485301 MEADOWS URQUHART ACREE & COOK LLP 1802 BAYBERRY CT 102 RICHMOND VA 232263773 990PF 2024-01-01 922544496 THE HELEN MARIE TAYLOR CHARITABLE FOUNDATION INC HELE 8049642500 1021 EAST CARY STREET SUITE 2100 RICHMOND VA 23192 BRANDON TAYLOR PRESIDENT 8049642500 2025-11-06 true true DOUGLAS A URQUHART CPA P00403637 8042495786 2026-03-13 2024 2025-03-06 01:10:19Z X 30891209 X X 1235 1235 172568 172568 -432222 301079 6553732 301079 10434 10434 485316 485316 124523 124523 36125 18062 18062 8000 4000 4000 391069 195535 195535 156323 156323 141224 141224 52744 52744 13409 6704 6704 504515 193638 236268 74609 1427932 892753 460569 74609 610440 610440 2038372 892753 460569 685049 -1553056 0 130452 405111 405110 28552 39666 28552 28552 7502867 20171010 7502867 7502867 350000 14515891 24712 6170266 14491179 14515891 8320220 8438789 8438789 35181614 30866498 30891209 1435000 2000000 250000 422940 3435000 672940 X 31746614 30193558 31746614 30193558 35181614 30866498 31746614 -1553056 30193558 30193558 BERRY HILL WATER HEATER P 2023-04-28 2024-12-06 464 7650 -7186 -7186 BRICK CH BUILDING P 2023-04-25 2024-09-11 52248 5267 121384 -63869 -63869 LAND P 2023-04-25 2024-09-11 247752 247752 BRICK CH BUILDING D 2023-04-25 2024-12-06 52889 6842 113009 -53278 -53278 BRICK CHURCH LAND P 2023-04-25 2024-12-06 67111 67111 BERRY HILL ROOF P 2023-08-15 2024-12-06 543 11200 -10657 -10657 BERRY HILL BUILDING P 2023-04-25 2024-12-06 400000 32424 535000 -102576 -102576 9584 MT SHARON BUILDING P 2023-04-25 2024-11-23 300000 22455 390000 -67545 -67545 LAND 182 ACRES D 2023-04-25 2024-11-22 1592417 1280029 312388 312388 MT SHARON LAND 323 ACREDS D 2023-04-25 2024-02-29 2591315 2141456 449859 449859 LAND - CONSTITUTION HWY P 2023-04-25 2024-03-01 850000 870657 -20657 -20657 LAND 12261 OLD GORDONSVILLE RD D 2023-04-25 2024-12-06 400000 535400 -135400 -135400 301079 429202 0 false false false false false false false true true true false false false false true N/A TAYLOR HOFFMAN INC 8049642500 1021 EAST CARY ST RICHMOND VA 23219 false false false false false false false false false false false false false false false false false false false false BRANDON TAYLOR 1021 EAST CARY STREET SUITE 2100 RICHMOND VA 23219 PRESIDENT 10.00 0 0 0 TAYLOR TURNER 1021 EAST CARY STREET SUITE 2100 RICHMOND VA 23219 BOARD MEMBER 1.00 0 0 0 CAPTAIN TOM CHABY 1021 EAST CARY STREET SUITE 2100 RICHMOND VA 23219 BOARD MEMBER 1.00 0 0 0 BONNIE FERRIS 15587 TOMAHAWK CREEK ROAD ORANGE VA 22960 MANAGER 000.00 70625 RUFUS TOWLES 16397 NO NAME ROAD ORANGE VA 22960 MANAGER 000.00 53898 TAYLOR HOFFMAN CAPITAL MANAGEMENT 1021 E CARY ST SUITE 2100 RICHMOND VA 23219 ASSET MNGMT 290535 DANIEL & COMPANY PO BOX 6749 RICHMOND VA 23220 CONTRACTOR 208944 GLAVE & HOLMES ARCHITECTURE 2101 EAST MAIN STREET RICHMOND VA 23223 ARCHITECTS 199492 ARCHITEXAS PO BOX 297 WACO TX 76703 ARCHITECTS 62104 COWAN REALTY INC 151 WEST MAIN STREET ORANGE VA 22960 REALTOR 51048 CHARITABLE GIFTS TO THE HMT MUSEUM 355440 N/A 0 12427 13908778 13921205 13921205 208818 13712387 685619 685619 685619 685619 685619 685049 685049 685619 1439561 1439561 685049 685049 570 570 1438991 0 1438991 1438991 X VIRGINIA MUSEUM OF HISTORY&CULTURE 428 N ARTHUR ASHE BLVD RICHMOND VA 23220 GENERAL SUPPORT 130000 TAYLOR MUSEUM OF WACO 701 JEFFERSON AVE WACO TX 76701 GRANTS TO EXPAND THE MUSEUM 355440 RICHMOND SYMPHONY 612 E GRACE ST 401 RICHMOND VA 23219 GENERAL SUPPORT 10000 JAMES MADISON MUSEUM 129 CAROLINE ST ORANGE VA 22960 GENERAL SUPPORT 10000 TEE JAY VIKINGS FUND PO BOX 11451 RICHMOND VA 23230 GENERAL SUPPORT 5000 YOUTH LIFE FOUNDATION 3307 HANES AVE RICHMOND VA 23222 GENERAL SUPPORT 5000 JAMES MONROE MEMORIAL FOUNDATION 4460 JAMES MONROE HIGHWAY COLONIAL BEACH VA 22443 GENERAL SUPPORT 60000 PRESERVATION VIRGINIA 204 W FRANKLIN ST RICHMOND VA 23220 GENERAL SUPPORT 15000 HISTORIC RICHMOND FOUNDATION 4 E MAIN ST UNIT 1C RICHMOND VA 23219 GENERAL SUPPORT 10000 FRIENDS OF THE WASHINGTON STATUE PO BOX 1252 MCLEAN VA 22101 GENERAL SUPPORT 10000 610440 14 1235 14 16 -432222 15 10434 301079 -420553 301079 -119474 false false false false false false false false false false INDIRECT ACCOUNTING FEES 8000 4000 4000 10289 MT SHARON LAND 2023-04-25 1250000 BERRY HILL WATER HEATER 2023-04-28 7650 197 S/L 27.5000 267 267 BERRY HILL ROOF 2023-08-15 11200 153 S/L 27.5000 390 390 BERRY HILL BUILDING 2023-04-25 535000 13780 S/L 27.5000 18644 18644 9584 MT SHARON BUILDING 2023-04-25 390000 10045 S/L 27.5000 12410 12410 BRICK CH BUILDING 2023-04-25 102248 2634 S/L 27.5000 2633 2633 LAND 2023-04-25 247752 CONST AVE BUILDING 2023-04-25 202226 5209 S/L 27.5000 7354 7354 CONST AVE LAND 2023-04-25 122774 BRICK CH BUILDING 2023-04-25 112889 2908 S/L 27.5000 3934 3934 BRICK CHURCH LAND 2023-04-25 67111 W WACO BUILDING 2023-04-25 195580 5038 S/L 27.5000 7112 7112 W WACO LAND 2023-04-25 132650 LAND LEASE LAND 2023-04-25 1983000 LAND 12261 OLD GORDONSVILLE RD 2023-04-25 535000 LAND - CONSTITUTION HWY 2023-04-25 813000 MT SHARON LAND 323 ACREDS 2023-04-25 2061850 LAND 182 ACRES 2023-04-25 1161785 LAND 2024-10-01 880000 BUILDING 2024-10-01 5234598 27.5000 FURNITURE AND EQUIPMENT 2024-10-01 821029 27.5000 APPRAISAL 2024-12-06 10300 27.5000 ARCHITECTURE FEE/RENOVATION 2024-12-19 21879 27.5000 FURNITURE & EQUIPMENT 2024-12-17 40060 27.5000 LAND MONUM 2024-10-01 495000 OTHER RE HELD FOR INVESTMENT 7007867 7007867 7007867 RICHMOND PROPERTY FOR INVESTMENT 495000 495000 495000 OTHER ASSETS HELD FOR INVESTMENT FMV 787806 24712 763094 787806 13728085 13728085 13728085 INDIRECT LEGAL FEES 36125 18062 18062 THE HMT FAMILY DYNASTY TRUST PRESIDENT 500000 2023-07 2025-01 18 0.0600 BUSINESS PURPOSE THE HMT FAMILY DYNASTY TRUST PRESIDENT 700000 2023-10 2025-04 18 0.0600 BUSINESS PURPOSE THE GEORGE TAYLOR MUNROE TRUST PRESIDENT 75000 2023-10 2025-04 18 0.0600 BUSINESS PURPOSE THE GEORGE TAYLOR MUNROE TRUST PRESIDENT 160000 2023-11 2025-05 18 0.0600 BUSINESS PURPOSE THE HMT FAMILY DYNASTY TRUST PRESIDENT TRUSTEE 2000000 250000 2023-04 2028-04 60 0.0600 BUSINESS PURPOSE ARTWORK & HISTORICAL ARTIFACTS 8320220 8438789 8438789 10289 MOUNT SHARON ROAD OPERATING EXPENSES 5275 5275 11010 BLOOMSBURY LN OPERATING EXPENSES 2179 2179 12314 BERRY HILL LN OPERATING EXPENSES 6187 6187 13048 BERRY HILL LN OPERATING EXPENSES 2425 2425 9584 MT SHARON RD OPERATING EXPENSES 12137 12137 18138 BRICK CHURCH ROAD OPERATING EXPENSES 20034 20034 18012 CONSTITUTION HWY OPERATING EXPENSES 2100 2100 18213 BRICK CHURCH ROAD OPERATING EXPENSES 7115 7115 724 W WACO OPERATING EXPENSES 64085 64085 109 CAROLINE ST OPERATING EXPENSES 54292 54292 11001 BLOOMSBURG RD OPERATING EXPENSES 6375 6375 12261 OLD GORDONSVILLE RD OPERATING EXPENSES 24850 24850 12341 BERRY HILL LN OPERATING EXPENSES 3500 3500 12390 BERRY HILL LN OPERATING EXPENSES 5793 5793 16225 MONROVIA RD OPERATING EXPENSES 284 284 18201 CONSTITUTION HWY OPERATING EXPENSES 1767 1767 19120 SPRING VALE LN OPERATING EXPENSES 128 128 19159 SPRING VALE LN OPERATING EXPENSES 2916 2916 MT SHARON LN LAND OPERATING EXPENSES 2300 2300 701 JEFFERSON AVE OPERATING EXPENSES 148494 148494 BLOOMSBURY MANOR OPERATING EXPENSES 13243 13243 ORANGE OPERATING EXPENSES 63797 63797 WACO OPERATING EXPENSES 101856 101856 EXPENSES RELATED MEALS AND ENTERTAINME 86 43 43 PAYROLL EXPENSES 1754 1754 BANK SERVICE CHARGES 773 387 386 CONTRACT LABOR 500 500 OFFICE EXPENSE 17473 17473 STORAGE EXPENSE 12758 12758 LAND SURVEYING EXPENSE 3500 3500 SUPPLIES 1840 1840 TECHNOLOGY 1785 1785 MISCELLANEOUS 669 669 RESEARCH EXPENSE 3500 3500 POSTAGE AND SUPPLIES 3141 3141 CLEANING EXPENSES 5046 5046 COMMISSIONS & FEES 49200 49200 VEHICLE EXPENSE 1559 1559 ARCHITECTURE FEE 77716 77716 APPRAISAL EXPENSE 6257 6257 INSURANCE 81175 60881 20294 UTILITIES 45721 45721 CHARITABLE EVENT COSTS 74609 74609 REPAIRS & MAINTENANCE 57613 57613 LANDSCAPING 57521 57521 EQUIPMENT RENTAL 1236 1236 DIRECT RENTAL EXPENSES -767594 -767594 RICHMOND PROPERTIES 215545 215545 ROYALTIES 10434 10434 DEPOSIT - BRANDON TAYLOR 392940 SECURITY DEPOSITS 30000 RUFUS TOWLES N/A 45968 28552 2023-05 2027-05 MONTHLY 1,029 PRIN & INT 0.0357 USE OF TRUCK N/A OTHER PROFESSIONAL FEES 300535 150268 150268 CONSULTING EXPENSE 90534 45267 45267 PROPERTY TAX 128359 128359 TAXES & LICENSES 571 571 PAYROLL TAXES 11380 11380 9584 MT SHARON RD 914 914