2018-04-17T14:22:39-05:00 2017-12-31 Foundation Source One Hollow Ln Ste 212 Lake Success NY 11042 990PF 2017-01-01 203864384 The Peternell Family Foundation % Foundation Source PETE 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 BEN C PETERNELL president 8008391754 2018-04-04 true Jeffrey D Haskell P01345770 8008391754 2017 2022-09-23 18:48:47Z X 3116071 X 0 X 292 292 58314 58314 72662 644448 113830 131268 172436 0 13279 13279 400 17127 250 16877 30806 13529 16877 119500 119500 150306 13529 136377 -19038 158907 122442 236698 236698 357561 406835 396282 1825305 1693804 2229669 311766 260699 253422 2617074 2598036 3116071 0 0 X 2617074 2598036 2617074 2598036 2617074 2598036 2617074 -19038 2598036 2598036 Publicly-traded Securities 644448 530618 113830 113830 113830 false 146123 2794436 0.052291 141184 2954725 0.047782 96179 3006918 0.031986 90092 1989046 0.045294 90728 1836014 0.049416 0.226769 0.045354 2989389 135581 1589 137170 136377 3178 3178 3178 681 681 X 2497 false false false false false false false true true DE true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false false false false false false false false false false false false false false false false false false Andrew Peternell Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP 1.0 0 0 0 Ben C Peternell Foundation Source 501 Silverside Rd Wilmington DE 198091377 Pres / Dir / Sec 1.0 0 0 0 Jamie Peternell Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP 1.0 0 0 0 Mark A Peternell Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP 1.0 0 0 0 Pamela Peternell Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP / Dir 1.0 0 0 0 Sara Delaney Peternell Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP 1.0 0 0 0 2883073 151840 0 3034913 0 3034913 45524 2989389 149469 149469 3178 3178 146291 146291 146291 136377 0 0 0 0 136377 136377 146291 136311 2015 2014 2013 136377 136311 66 0 0 146225 0 0 Ben C Peternell Pamela Peternell X AMERICAN NATIONAL RED CROSS PO BOX 37839 BOONE IA 50037 N/A PC Florida Hurricane Relief Fund 5000 AMERICAN NATIONAL RED CROSS PO BOX 37839 BOONE IA 50037 N/A PC Hurricane Harvey Relief Efforts 5000 BOYS AND GIRLS CLUBS OF CHAFFEE COUNTY PO BOX 1430 SALIDA CO 81201 N/A PC General & Unrestricted 10000 CENTRAL COLORADO CONSERVANCY PO BOX 942 SALIDA CO 81201 N/A PC Maverick Ranch on the Arkansas River Program 15000 DENVER URBAN GARDENS 1031 33RD ST STE 100 DENVER CO 80205 N/A PC Healthy Seedlings and School Garden Cultivator Programs' Volunteer Support, Printed Materials, and Trainings 10000 EAGLE VALLEY LAND TRUST PO BOX 3016 EDWARDS CO 81632 N/A PC General & Unrestricted 10000 PTA COLORADO CONGRESS 3350 QUITMAN ST DENVER CO 80212 N/A PC Edison Elementary PTA for free or discounted after school enrichment classes supporting students identified in Edison's Unified Improvement Plan 7000 ROUNDUP RIVER RANCH 10 W BEAVER CREEK BLVD AVON CO 81620 N/A PC General & Unrestricted 10000 TENNYSON CENTER FOR CHILDREN AT COLORADO CHRISTIAN 2950 TENNYSON ST DENVER CO 80212 N/A PC No Child Waits Program 10000 TROUT UNLIMITED INC PO BOX 7400 WOOLLY BUGGER WV 25438 N/A PC TU's water and flow improvement work in the Rio Grande and Conejos Rivers in Colorado 15000 UNIVERSITY OF COLORADO FOUNDATION 10901 W 120TH AVE 200 BLOOMFIELD CO 80021 N/A PC Scholarship Donor Program 12500 WALKING MOUNTAINS PO BOX 9469 AVON CO 81620 N/A PC General & Unrestricted 10000 119500 14 292 14 58314 18 72662 131268 131268 false false false false false false false false false false ANHEUSER BUSCH BOND - 3.300% - 10531 10233 APPLE INC - 2.850% - 02/23/202 15791 15183 AT&T INC - 4.125% - 02/17/2026 10889 10229 BANK NEW YORK - 3.550% - 09/23 10719 10376 BERKSHIRE HATHAWAY NOTE - 3.12 15892 15170 CITIGROUP - 2.700% - 03/30/202 10235 10030 COMCAST CORP - 3.000% - 02/01/ 10015 10066 CVS HEALTH CORP - 2.125% - 06/ 10122 9759 DUKE ENERGY CAROLINAS LLC BOND 16274 15673 GOLDMAN SACHS GROUP - 2.550% - 10199 10019 JOHN DEERE CAP CORP - 1.250% - 9813 9850 JPMORGAN CHASE & CO - 3.300% - 15604 15118 MEDTRONIC INC - 3.150% - 03/15 15909 15362 MERCK & CO INC NT - 2.400% - 0 15449 14946 MORGAN STANLEY - 2.800% - 06/1 10252 10090 ORACLE CORP NOTE - 2.400% - 09 15153 14812 SHELL INTERNATIONAL - 3.250% - 15869 15411 TORONTO DOMINION BANK - 1.400% 15027 14981 VERIZON COMMUNICATIONS INC - 5 11607 11121 WELLS FARGO - 2.500% - 03/04/2 15349 14993 ARTISAN DEV WORLD FD 89688 106493 ARTISAN HIGH INCOME FUND INVES 83100 84228 ISHARES RUSSELL 1000 INDEX FD 625667 944119 ISHARES RUSSELL 2000 33536 94068 ISHARES TR S & P MIDCAP 400 IN 267848 338947 JOHCM INTL SELECT FUND CL I 90025 96416 PAYDEN EMERGING MARKETS BOND F 66533 68274 SCHRODER INTL MULTI CAP FUND 191223 221582 SEAFARER OVERSEAS GROWTH & INC 91371 114246 THE HARTFORD INTERNATIONAL VAL 73505 73563 VULCAN VALUE PARTNERS SMALL CA 81308 87733 205654 202282 201181 194000 Administrative Fees 16852 16852 Bank Charges 250 250 State or Local Filing Fees 25 25 Investment Management Services 13279 13279 990-PF Estimated Tax for 2017 400