2024-11-12T09:33:18-06:00 2024-06-30 540505857 McGuireWoods LLP P O Box 397 Richmond VA 232180397 990PF 2023-07-01 541633892 Peachtree House Foundation PEAC 8047948230 co Rita Smith 2530 Salisbury Rd Midlothian VA 231133824 Rita M Smith Secretary/Treasurer 8047948230 2024-11-12 1 1 Michele McKinnon P01319465 8047751000 2023 2024-10-15 13:58:12Z X X 11849519 X X 20371 20371 194712 193469 211952 1545669 211952 427035 425792 5881 0 5881 4948 0 4948 33956 33956 0 2478 274 0 31 6 25 47294 34236 10854 600000 600000 647294 34236 610854 -220259 391556 174490 210228 210228 0 119423 118535 1297064 1384405 5547248 0 837939 839662 3963916 2661384 5133846 5435470 5213379 11849519 0 0 X 5435470 5213379 0 0 0 0 5435470 5213379 5435470 5213379 5435470 -220259 0 5215211 1832 5213379 Bank of America - Publicly Traded Securities P 1451579 1333717 117862 117862 Capital Gains Dividends P 94090 94090 94090 211952 5443 0 5443 0 5443 3476 0 0 0 3476 0 1967 0 0 0 0 0 0 0 0 0 0 1 1 VA 1 0 0 0 0 1 N/A Rita M Smith 8047948230 2530 Salisbury Road Midlothian VA 23113 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Elmon B Duff c/o Rita Smith 2530 Salisbury Rd Midlothian VA 23113 President/Director 1.00 0 0 0 James C Duff c/o Rita Smith 2530 Salisbury Rd Midlothian VA 23113 Vice President/Director 1.00 0 0 0 Rita M Smith 2530 Salisbury Road Midlothian VA 23113 Secretary/Treasurer/Director 2.00 5881 0 0 Rachel M Duff c/o Rita Smith 2530 Salisbury Rd Midlothian VA 23113 Vice President/Director 1.00 0 0 0 Teresa L Duff c/o Rita Smith 2530 Salisbury Rd Midlothian VA 23113 Vice President/Director 1.00 0 0 0 Hannah E Duff c/o Rita Smith 2530 Salisbury Rd Midlothian VA 23113 Vice President/Director 1.00 0 0 0 NONE 0 NONE 0 0 10950411 408392 0 11358803 0 0 11358803 170382 11188421 559421 559421 5443 5443 553978 0 553978 0 553978 610854 0 610854 553978 0 0 59835 80425 30337 77967 248564 610854 0 0 0 553978 56876 0 0 305440 0 0 0 0 0 0 59835 245605 80425 30337 77967 56876 X 1708 Gallery PO Box 12520 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Friends of Hollywood Cemetery 412 South Cherry Street Richmond VA 23220 None PC Restoration Work 7500 Heart Centered Academy 1101-B Heatherstone Drive Fredericksburg VA 22407 None PC Annual Support 11000 Hungry for Music 2020 Pennsylvania Ave NW 384 Washington DC 20006 None PC Annual Support 21000 INOVA-Health Foundation 8100 Garehouse Rd Suite 200 E Falls Church VA 22042 None PC Mental Health Assistance 10000 Library of Virginia Foundation 800 East Broad Street Richmond VA 23219 None PC Brown Teacher Institute 10000 Longwood University 201 High Street Farmville VA 23909 None PC LCVA Support 5000 Mary Baldwin University P O Box 1500 Staunton VA 24401 None PC Annual Support 21000 Maymont Foundation 1700 Hampton Street Richmond VA 23220 None PC Annual Support 57000 National D-Day Memorial Foundation PO Box 77 Bedford VA 24523 None PC Annual Support 10000 Preservation Virginia 204 West Franklin St Richmond VA 232205012 None PC Support for education 5000 Randolph Macon College PO Box 5005 Ashland VA 230055005 None PC Annual Fund 42000 Richmond Animal League 11401 International Drive Richmond VA 232363945 None PC Annual Fund 21000 Richmond Performing Arts Alliance 600 E Grace Street 400 Richmond VA 23219 None PC Education Initiatives 10000 New Community School 4211 Hermitage Rd Richmond VA 23227 None PC Classroom Experiences 5000 Valentine 1015 E Clay St Richmond VA 232191527 None PC Valentine Moment Campaign 10000 Southwest Virginia Public Education Fund One College Avenue Resource Center Wise VA 24293 None PC Summer Institute K-12 for Biodiversity at UVA-Wise 7500 SPCA-Fredericksburg 10819 Courthouse Road Fredericksburg VA 22408 None PC Annual Support 47000 St John's Church Foundation 2319 E Broad Street Richmond VA 23223 None PC Annual Support 7500 VA Holocaust Museum 200 East Cary St Richmond VA 23223 None PC Hiding Place/Potato Hole Exhibit 21000 World Pediatric Project 3005 Seminary Ave Richmond VA 23227 None PC Global Pediatric Health Care 15000 YMCA 2 West Franklin Street Richmond VA 23220 None PC Out-of-School Time Programs 21000 The Rose Group for Cross-Culture Understanding c/o Clara Barton 909 616 E St NW Washington DC 20004 None PC ChinaFest 5000 VCU School of Arts 325 N Harrison Street Suite 201 Richmond VA 232842519 None PC Peachtree Awards in the Visual Arts 25000 Woodrow Wilson Presidential Library Fdn PO Box 24 Staunton VA 244020024 None PC Annual Fund 7500 Virginia Museum of Fine Arts Fdn 200 N Boulevard Richmond VA 23220 None PC Support for Exhibits 25000 YWCA 6 N 5th Street Richmond VA 23219 None PC The Sprout School 5000 600000 0 14 20371 14 194712 18 211952 0 427035 0 427035 0 0 0 0 0 0 0 0 0 0 Deere & Co GLB 2.75% 4/15/25 97489 97913 Caterpillar Finl Serv Ser Mtn 1.45% 5/15/25 95740 96681 Pepsico Inc GLB 2.85% 2/24/26 96512 96587 Morgan Stanley GLB Var% 12/10/26 92401 93522 Union Pacific Corp 3% 4/15/27 94904 95013 Intel Corp GLB 2.45% 11/15/29 88526 87977 Union Pacific Corp 2.4% 2/5/30 87923 87571 JP Morgan Chase & Co GLB Var% 5/6/30 93559 93553 Lowes Corp GLB 3.2% 5/15/30 90885 90845 Abbott Labs 13888 46240 Abbvie Inc 7894 52314 Alphabet Inc Cl C 24991 293472 Alphabet Inc Cl A 25162 291440 Amazon Com Inc 68886 154600 Amgen Inc 7057 14060 Apple Inc 46714 1064684 Automatic Data Processing Inc 10798 29836 Baxter Intl Inc 4665 4181 Becton Dickinson & Co 10459 17528 Berkshire Hathaway Inc New Cl B 59981 146448 Blackrock Inc 11090 23619 Carrier Global Corp 5470 41002 Caterpillar Inc 8325 34976 Chevron Corp 26218 31284 The Cigna Group 12260 37685 Citigroup Inc 5373 6346 Coca Cola Co 7687 12094 Colgate Palmolive Co 29766 102862 Deere & Co 8032 33627 Ecolab Inc 5745 11900 Emerson Elec Co 8347 16524 Exxon Mobil Corp 12372 246932 Goldman Sachs Group Inc 29935 63325 Home Depot Inc 37683 89502 Honeywell Intl Inc 11178 24557 Ishares Edge MSCI USA Quality Factor ETF 187656 353473 Ishares US Aerospace & Defense ETF 45218 66025 JP Morgan Chase & Co 36488 157763 Johnson & Johnson 9488 13885 Lockheed Martin Corp 16864 105098 Lowes Cos Inc 15887 154322 McDonalds Corp 10643 28032 Microsoft Corp 7398 426837 Northrop Grumman Corp 54447 85010 Pepsico Inc 21147 69271 PNC Finl Svcs Group Inc 19068 77740 Procter & Gamble Co 13136 43869 Qualcomm Inc 9795 28881 Te Connectivity Ltd 15424 32342 Union Pac Corp 6926 13576 Untied Parcel Svc Inc 25212 53372 US Bancorp Del 16586 31760 Verizon Communications Inc 15068 20620 Visa Inc 14713 57743 Waste Mgmt Inc Del 25950 172805 Yum Brands Inc 9220 61594 Yum China Hldgs Inc 3980 14341 Clorox Co 13253 30706 Hess Corp 16052 43961 Otis Worldwide Corp 7650 31285 Rockwell Automation Inc 5634 13764 Accenture PLC Cl A 9676 33375 Chubb Ltd 7993 18366 Linde PLC 49854 133837 Lyondellbasell Industries NV Cl A 5887 6696 Nestle SA 15402 21002 Broadcom Inc 35249 40138 Nvidia 33113 43239 RTX Corp 71184 139040 Advncd Micro D Inc 33168 32442 119423 118535 0 0 Columbia Dividend Income Fund AT COST 783826 1755953 Select Sector Spdr Tr Financial AT COST 44823 68859 Vanguard Growth ETF AT COST 92341 319779 Vanguard Index Tr Stk Mkt Vipers AT COST 399067 1132905 Ishares Russell Mid-Cap ETF AT COST 53246 140106 John Hancock Fds III Disciplined Val Mid Cap Fd AT COST 188920 393212 Vanguard Mid-Cap ETF AT COST 122197 302625 Vanguard Real Estate ETF AT COST 124050 148674 Columbia Sm Cap Index Fd AT COST 375090 397468 Vanguard FTSE Developed Markets ETF AT COST 120776 153449 Ishares Core US Aggregate Bd ETF AT COST 357048 320816 McGuireWoods LLP 4948 0 4948 Cost Basis Adjustment/Corporate Action/Tax Adjustments 1832 SCC Annual Registration Fee 25 0 25 ADR Fee 6 6 0 Bank of America - Agency Fees 33956 33956 0 2023 Estimated Tax Payment 2204 0 0 Foreign Tax Paid 274 274 0