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501 (C)(3) ORGANIZAT GENERAL SUPPORT 200000 3082300 0 14 1069762 18 3237 18 -396303 0 676696 0 676696 0 0 0 0 0 0 0 0 0 0 X X 1 CLEMENT M PETTERS 206 HILTON TERRACE NEWPORT NEWS VA 23601 3160000 X X 1 13,947 SHARES OF HUNTINGTON INGALLS INDUSTRIES, INC. 2660000 2020-03-09 ACCOUNTING 10720 5360 5360 HUNTINGTON INGALLS 10468472 27949685 AMERICAN FD EUROPACIFIC AT COST 375000 664063 AMG YACKTMAN FOCUSED SERVICE FUND AT COST 420227 401385 DODGE & COX INTERNATIONAL STOCK FUND AT COST 1534263 1558892 DOUBLELINE TOTAL RETURN BOND FUND AT COST 904975 882955 INVESCO S&P 500 LOW AT COST 1414460 2487390 ISHARES EDGE MSCI EAF MIN VOL AT COST 510649 587280 ISHARES INTL AT COST 75084 68253 ISHARES RUSSELL MID CAP AT COST 324837 809438 ISHR EDG MSCI EMERG MKT MIN VOL AT COST 201153 207672 SPDR S&P INTERNATIONAL AT COST 14692 21281 SWAN DEFINED RISK FUND AT COST 200000 232277 TEMPLETON GLOBAL BOND FUND AT COST 1008641 746708 VANGUARD FTSE EMERGING AT COST 544470 636898 VANGUARD SHORT TERM TRSY AT COST 500000 502766 VANGUARD SMALL CAP AT COST 316563 761978 VANGUARD TOTAL STOCK MARKET AT COST 1300000 2386901 VANGUARD TOTAL STOCK ETF AT COST 230816 667810 VANGUARD VALUE INDEX AT COST 750000 981000 VANGUARD 500 INDEX FUND AT COST 1400000 2435646 LEGAL 640 320 320 BASIS ADJUSTMENT FOR DONATED STOCK 1254936 RIDGEWOOD ENERGY V FUND 534 534 534 RIDGEWOOD ENERGY A-1 FUND, LLC 2141 2141 2141 RIDGEWOOD ENERGY U FUND 562 562 562 INVESTMENT FEES 65267 65267 0 NANCY B PETTERS 206 HILTON TERRACE NEWPORT NEWS VA 23601 CLEMENT M PETTERS 206 HILTON TERRACE NEWPORT NEWS VA 23601 FOREIGN TAXES 5554 5554 0 TAXES AND LICENSES 25 12 13