2026-05-27T06:48:46-07:00 2025-12-31 541130194 BOWLES AFFILIATES PC 404 W Franklin Street Richmond VA 23220 990PF 2025-01-01 206521401 Anne W Taylor Residuary Trust ANNE 8047800236 404 West Franklin Street Richmond VA 23220 Churchill G Bowles Trustee 2026-05-27 true Churchill G Bowles P02016302 8047800236 2025 2025-03-06 01:10:19Z X 3184577 X X 52386 52386 52386 52961 202078 52961 24609 105347 105347 76995 51251 3251 48000 2800 2800 1600 1600 16141 11641 4500 1167 921 73880 14892 56900 75000 75000 148880 14892 131900 -43533 90455 76995 38205 43204 43204 1240847 1192315 3141373 1279052 1235519 3184577 0 X 1279052 1235519 1279052 1235519 1279052 1235519 1279052 -43533 1235519 1235519 125.000 shs. IShares S&P 500 GROWTH P 2019-08-01 2025-09-24 15035 5740 9295 9295 1000.000 shs. ISHARES PREFFERED AND INCOME SEC P 2012-11-27 2025-09-24 32020 40165 -8145 -8145 800.09 shs. ISHARES PREFERRED AND INCOME SEC P 2017-01-24 2025-09-24 25616 30708 -5092 -5092 270.000 shs. ISHARES PREFERRED AND INCOME SEC P 2013-01-22 2025-09-24 8645 10993 -2348 -2348 25.000 shs. iNVESCO QQQ TRUST P 2011-01-01 2025-09-24 14947 1419 13528 13528 30.000 shs. ISHARES PREFERRED AND INCOME SECD P 2009-12-02 2025-09-04 944 1061 -117 -117 1000.000 shs. ISHARES PREFERRED AND INCOME SEC P 2009-12-09 2025-09-24 32020 36150 -4130 -4130 140.000 shs. IISHARES PREFERRED AND INCOME SEC P 2009-12-02 2025-09-24 4483 4953 -470 -470 31.000 shs. VANGUARD INDEX FUNDS GROWTH P 2008-04-23 2005-09-24 14828 1912 12916 12916 51.000 shs. VANGUARD INDEX FUNDS MID-CAP P 2005-09-15 2005-09-24 14931 3238 11693 11693 20.000 shs. VANGUARD SECTOR INDEX FDS INFOR TECH P 2008-03-05 2025-09-24 14854 1025 13829 13829 100.000 shs..` SPDR S&P Internet Div P 2010-08-20 2025-08-07 4140 4933 -793 -793 100.000 SHS. Vanguard Small Cap Value P 2011-01-11 2025-08-07 19615 6820 12795 12795 52961 24609 1257 1257 1257 1257 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 X false false false false true false false false false false false false false false false false true false false true false false false false Churchill G Bowles P O Box 12085 Richmond VA 23241 Trustee 16.00 51251 NONE NONE 2959317 39189 0 2998506 0 2998506 44978 2953528 147676 147676 1257 1257 146419 146419 146419 131900 131900 146419 72019 131900 72019 0 59881 86538 X Children's Hospital 2924 Brook Road Richmond VA 23220 N/A PC To aid in medical care for children 10000 Grace Holy Trinity Endowment Fund 8 North Laurel Street Richmond VA 23220 N/A PC Endowment Fund 10000 Hollywood Cemetery 412 South Cherry Street Richmond VA 23220 N/A PC Endowment 5000 Doorways 612 East Marshall Street Richmond VA 23219 N/A PC To provide accomodations for families with sick children 5000 Jackson Field Homes 2800 Patterson Avenue Suite 302 Richmond VA 23221 N/A PC Behavioral health services for children 5000 Taylor Reeves HARF Trust 404 West Franklin Street Richmond VA 23220 N/A PF To aid Down Syndrome individuals 5000 The Community Foundation 7501 Boulders View Drive Suite 110 Richmond VA 23225 N/A PC To aid needy families 5000 The Virginia Home 1101 Hampton Street Richmond VA 23220 N/A PC To provide aid to handicapped individuals 15000 Virginia Home for Boys Girls 8716 West Broad Street Richmond VA 23294 N/A PC To help children with behavioral issues 10000 Five 18 Family Services 1621-B Enterprise Drive Lynchburg VA 24502 N/A PC Provides Home for Children 5000 75000 52386 52961 105347 105347 false false false false false false false false false false Accounting Fees- Bowles Affiliates, P.C. 1600 0 0 1600 Bowles Affiliates, P.C. 2800 0 0 2800 Custodial Fees 921 Investment Fees 11641 11641 0 0 Tax Preparation Fees 4500 0 0 4500 2024 Tax Due 1070 Foreign tax paid 97