BETA

PETTERS FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
PETTERS FAMILY FOUNDATION (EIN 45-2323642)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-05-14
IRS object ID
202511349349101026
Schema version
2024v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-05-14T08:32:28-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN540737372PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PBMARES LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1701 TOWN CENTER DRIVE SUITE 900AddressLine1Txt
CityNEWPORT NEWSCityNm
State AbbreviationVAStateAbbreviationCd
ZIP23606ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN452323642EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PETTERS FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPETTBusinessNameControlTxt
Phone7578804138PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1134 JAMES RIVER DRIVEAddressLine1Txt
CityNEWPORT NEWSCityNm
State AbbreviationVAStateAbbreviationCd
ZIP23601ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonC MICHAEL PETTERSPersonNm
Person TitleSECRETARY/TREASURERPersonTitleTxt
Phone7578804138PhoneNum
Signature2025-05-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAVID J DAMIANI CPAPreparerPersonNm
PTINP00736845PTIN
Phone7578731587PhoneNum
Preparation2025-05-13PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$58,813,919FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$2,003,076DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,003,076DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$13,160,426NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$21,718,528GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$13,160,426CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$6,253OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$6,253OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$15,169,755TotalRevAndExpnssAmt
Total Net Invst Incm$15,169,755TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$328LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$164LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$164LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$10,985AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$5,493AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$5,492AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$123,690OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$123,690OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$96,106TaxesRevAndExpnssAmt
Taxes Net Invst Incm$13,541TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$13TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$231,109TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$142,888TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,669TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,737,923ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,737,923ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,969,032TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$142,888TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,743,592TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$12,200,723ExcessRevenueOverExpensesAmt
Net Investment Income$15,026,867NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$3,334,945SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$8,154,664SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$8,154,664SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$9,596,215CorporateStockBOYAmt
Corporate Stock EOY$3,355,954CorporateStockEOYAmt
Corporate Stock EOYFMV$15,381,402CorporateStockEOYFMVAmt
Other Investments BOY$14,050,939OtherInvestmentsBOYAmt
Other Investments EOY$27,672,204OtherInvestmentsEOYAmt
Other Investments EOYFMV$35,277,853OtherInvestmentsEOYFMVAmt
Total Assets BOY$26,982,099TotalAssetsBOYAmt
Total Assets EOY$39,182,822TotalAssetsEOYAmt
Total Assets EOYFMV$58,813,919TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$26,982,099NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$39,182,822NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$26,982,099TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$39,182,822TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$26,982,099TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$39,182,822TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$26,982,099TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$12,200,723ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$39,182,822SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$39,182,822TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIES$19,418,528$6,258,102$13,160,426$13,160,426
SCHWAB GOVT MONEY$2,300,000$2,300,000$0$0
FieldValueIRS element (for citing)
Capital Gain Net Income$13,160,426CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$208,873InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$208,873SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$208,873TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$57,400EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$57,400TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Tax Due$151,473TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateVAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1C MICHAEL PETTERSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7578804138PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1134 JAMES RIVER DRIVEAddressLine1Txt
CityNEWPORT NEWSCityNm
State AbbreviationVAStateAbbreviationCd
ZIP23601ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
C MICHAEL PETTERS
134 JAMES RIVER DRIVENEWPORT NEWSVA23601SECRETARY/TREASURER4.00$0$0$0
NANCY B PETTERS
134 JAMES RIVER DRIVENEWPORT NEWSVA23601PRESIDENT1.00$0$0$0
SARAH FLETCHER
134 JAMES RIVER DRIVENEWPORT NEWSVA23601VICE PRESIDENT1.00$0$0$0
CAROLINE G SAUER
134 JAMES RIVER DRIVENEWPORT NEWSVA23601VICE PRESIDENT1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$58,687,555AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$6,794,923AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$65,482,478TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$65,482,478AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$982,237CashDeemedCharitableAmt
Net Vl Noncharitable Assets$64,500,241NetVlNoncharitableAssetsAmt
Minimum Investment Return$3,225,012MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$3,225,012MinimumInvestmentReturnAmt
Tax Based On Investment Income$208,873TaxBasedOnInvestmentIncomeAmt
Total Tax$208,873TotalTaxAmt
Distributable Before Adj$3,016,139DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$3,016,139DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$3,016,139DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,743,592ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,743,592QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$3,016,139DistributableAsAdjustedAmt
Undistributed Income PY$2,701,642UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$2,743,592QualifyingDistributionsAmt
Applied To Year1$2,701,642AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$41,950AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$2,974,189UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNANCY B PETTERSContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
AN ACHIEVABLE DREAM
10858 WARWICK BLVD STE ANEWPORT NEWSVA23601NONE501 (C)(3) ORGANIZATGENERAL FUND SUPPORT$205,000
BAYPORT FOUNDATION
1 BAYPORT WAY SUITE 350NEWPORT NEWSVA23601NONE501 (C)(3) ORGANIZATGENERAL FUND SUPPORT$2,500
BEARINGS BIKE SHOP
982 MURPHY AVENUE SWATLANTAGA30310NONE501 (C)(3) ORGANIZATCAPITAL AND OPERATIONAL SUPPORT$150,000
BOYS & GIRLS CLUBS OF THE VIRGINIA PENINSULA
11825 ROCK LANDING DRIVE CHESAPEAKENEWPORT NEWSVA23606NONE501 (C)(3) ORGANIZATGENERAL SUPPORT$5,000BLDG
COLLEGE OF WILLIAM & MARY FOUNDATION
PO BOX 1693WILLIAMSBURGVA23187NONE501 (C)(3) ORGANIZATSPONSORSHIP OF CAMP LAUNCH PROGRAM AND GENERAL SUPPORT$1,005,000
DEGOOD FOUNDATION
11817 CANON BLVD SUITE 402NEWPORT NEWSVA23606NONE501 (C)(3) ORGANIZATGENERAL SUPPORT$10,000
EDMARC HOSPICE FOR CHILDREN
516 LONDON STREETPORTSMOUTHVA23704NONE501 (C)(3) ORGANIZATGENERAL SUPPORT$2,500
FAISON CENTER
1701 BYRD AVENUERICHMONDVA23230NONE501 (C)(3) ORGANIZATGENERAL SUPPORT$1,500
FIRSTSPARK
11832 CANON BLVD SUITE FNEWPORT NEWSVA23606NONE501 (C)(3) ORGANIZATEDUCATION$20,000
HAMPTON EDUCATION FOUNDATION
1 FRANKLIN STREETHAMPTONVA23669NONE501 (C)(3) ORGANIZATGENERAL SUPPORT$5,160
HILTON PRESBYTERIAN CHURCH PRESCHOOL
34 MAIN STREETNEWPORT NEWSVA23601NONE501 (C)(3) ORGANIZATHILTON PRESBYTERIAN PRESCHOOL MINISTRY$2,500
JESUIT HIGH SCHOOL
4701 N HIMES AVENUETAMPAFL33614NONE501 (C)(3) ORGANIZATGENERAL SUPPORT$100,000
MARINER'S MUSEUM AND PARK
100 MUSEUM DRIVENEWPORT NEWSVA23606NONE501 (C)(3) ORGANIZATGENERAL SUPPORT$110,000
NETWORK PENINSULA
749 A THIMBLE SHOALS BLVDNEWPORT NEWSVA23606NONE501 (C)(3) ORGANIZATGENERAL SUPPORT$2,500
PEAKE CHILDHOOD CENTER
1306 THOMAS STREETHAMPTONVA23669NONE501 (C)(3) ORGANIZATGENERAL SUPPORT FOR LOW INCOME EARLY CHILDHOOD EDUCATION$200,000
PENINSULA COMMUNITY FOUNDATION OF VA
48 W QUEENS WAYHAMPTONVA23669NONE501 (C)(3) ORGANIZATGENERAL SUPPORT$1,100
PENINSULA PASTORAL COUNSELING CENTER
707 GUM ROCK COURTNEWPORT NEWSVA23606NONE501 (C)(3) ORGANIZATGENERAL SUPPORT$5,000
RIVERSIDE FOUNDATION
608 DENBIGH BLVD 800NEWPORT NEWSVA23608NONE501 (C)(3) ORGANIZATGENERAL SUPPORT$10,000
SON OF A SAINT
2803 ST PHILIP STREETNEW ORLEANSLA70119NONE501 (C)(3) ORGANIZATIMPROVING THE LIVES OF FATHERLESS BOYS IN NEW ORLELANS$10,000
SOUNDSCAPES
11712 JEFFERSON AVENUE SUITE C 473NEWPORT NEWSVA23602NONE501 (C)(3) ORGANIZATGENERAL SUPPORT$130,163
TAILHOOK EDUCATION FOUNDATION
9696 BUSINESSPARK AVENUESAN DIEGOCA92131NONE501 (C)(3) ORGANIZATGENERAL SUPPORT$5,000
THRIVE PENINSULA
12749 NETTLES DRIVENEWPORT NEWSVA23606NONE501 (C)(3) ORGANIZATGENERAL SUPPORT$5,000
UNITED WAY OF THE VIRGINIA PENINSULA
11820 FOUNTAIN WAY 206NEWPORT NEWSVA23606NONE501 (C)(3) ORGANIZATGENERAL SUPPORT$20,000
US NAVAL ACADEMY FOUNDATION
291 WOOD ROAD BEACH HALLANNAPOLISMD21402NONE501 (C)(3) ORGANIZATSUPPORT OF NAVAL ACADEMY ANNUAL FUND, STEM AND MINORITY OUTREACH FOR ADMISSIONS.$250,000
VIRGINIA CENTER FOR INCLUSIVE COMMUNITIES
5511 STAPLES MILL ROAD 202RICHMONDVA23228NONE501 (C)(3) ORGANIZATGENERAL SUPPORT$10,000
VIRGINIA FOUNDATION FOR COMMUNITY COLLEGE EDUCATION
300 ARBORETUM PLACE SUITE 200RICHMONDVA23236NONE501 (C)(3) ORGANIZATGENERAL SUPPORT$200,000
VIRGINIA LIVING MUSEUM
524 J CLYDE MORRIS BLVDNEWPORT NEWSVA23601NONE501 (C)(3) ORGANIZATGENERAL SUPPORT$250,000
WHRO
5200 HAMPTON BLVDNORFOLKVA23508NONE501 (C)(3) ORGANIZATGENERAL SUPPORT OF PUBLIC BROADCASTING$15,000
YMCA OF THE VIRGINIA PENINSULAS
41 OLD OYSTER POINT ROAD CNEWPORT NEWSVA23602NONE501 (C)(3) ORGANIZATGENERAL SUPPORT$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,737,923TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,003,076ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$6,253ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$13,160,426ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$15,169,755ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$15,169,755TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$10,985Amt
Net Investment Income$5,493NetInvestmentIncomeAmt
Disbursements Charitable Prps$5,492DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockHUNTINGTON INGALLSStockNm
EOY Book Value$3,355,954EOYBookValueAmt
EOYFMV$15,381,402EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (18 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
AMERICAN FD EUROPACIFICAT COST$375,030$514,262
AMG YACKTMAN FOCUSED SERVICE FUNDAT COST$420,227$388,097
DODGE & COX INTERNATIONAL STOCK FUNDAT COST$1,534,263$1,780,062
GUGGENHEIM TOTAL RETURNAT COST$9,015,000$8,949,362
INNOVATOR US EQUITYAT COST$499,520$607,011
INVESCO S&P 500 LOWAT COST$1,414,460$3,096,520
ISHARES INTLAT COST$75,084$63,412
ISHARES MSCI EAF MIN VOLAT COST$510,649$565,680
ISHARES RUSSELL MID CAPAT COST$324,837$1,043,827
ISHR MSCI EMERG MKT MIN VOLAT COST$201,153$197,166
PIMCO INCOME INSTLAT COST$9,588,479$9,576,625
SPDR S&P INTERNATIONALAT COST$14,692$18,622
SWAN DEFINED RISK FUNDAT COST$200,000$249,364
VANGUARD FTSE EMERGINGAT COST$544,470$559,748
VANGUARD SMALL CAP ETFAT COST$316,563$940,456
VANGUARD TOTAL STOCK MARKETAT COST$1,300,000$3,553,142
VANGUARD TOTAL STOCK ETFAT COST$587,777$1,778,564
VANGUARD VALUE INDEXAT COST$750,000$1,395,933

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGALCategoryTxt
Legal Fees$328LegalFeesAmt
Net Investment Income$164NetInvestmentIncomeAmt
Disbursements Charitable Prps$164DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
RIDGEWOOD ENERGY V FUND$1,384$1,384$1,384
RIDGEWOOD ENERGY A-1 FUND, LLC$2,219$2,219$2,219
RIDGEWOOD ENERGY U FUND$2,650$2,650$2,650

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$123,690Amt
Net Investment Income$123,690NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
NANCY B PETTERS
134 JAMES RIVER DRIVENEWPORT NEWSVA23601
CLEMENT M PETTERS
134 JAMES RIVER DRIVENEWPORT NEWSVA23601

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$13,529$13,529$0
TAXES AND LICENSES$25$12$13
EXCISE TAX$82,552$0$0

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