2025-11-25T13:00:27-06:00 2025-06-30 135565207 KPMG LLP 1051 EAST CARRY STREET SUITE 900 RICHMOND VA 23219 990 2024-07-01 542052207 HARVEY W PETERS (VIRGINIA) HOLDING CORPORATION HARV 5407748800 4415 ELECTRIC ROAD ROANOKE VA 24018 JOHN G ROCOVICH JR PRESIDENT 5407748800 2025-11-25 1 1 CHRISTINE G TAUCHEN P01320000 8047824200 2025-11-21 2024 2025-03-06 01:10:19Z JOHN G ROCOVICH JR 4415 ELECTRIC ROAD ROANOKE VA 24018 1533538 0 X N/A X 2001 VA HOLDING TITLE TO PROPERTY, COLLECTING THE INCOME THEREFROM, AND TURNING THE ENTIRE AMOUNT THEREOF, LESS EXPENSES TO ITS SOLE MEMBER,HARVEY W. PETERS RESEARCH FOUNDATION. 4 4 0 5 0 0 0 0 0 0 10114 10380 1270216 1315199 1280330 1325579 0 0 0 0 0 0 0 0 0 544287 527198 544287 527198 736043 798381 19179951 18785633 17258171 16815472 1921780 1970161 HOLDING TITLE TO PROPERTY, COLLECTING THE INCOME THEREFROM, AND TURNING THE ENTIRE AMOUNT THEREOF, LESS EXPENSES TO ITS SOLE MEMBER, HARVEY W. PETERS RESEARCH FOUNDATION. 0 0 N/A 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 4 4 1 0 0 0 1 1 1 0 0 0 0 1 1 1 1 0 1 0 0 0 X JOHN G ROCOVICH JR 5407748800 4415 ELECTRIC ROAD ROANOKE VA 24018 X JOHN G ROCOVICH JR DIRECTOR, PRES.,SEC., TREA 1.00 10.00 X X 0 0 0 ELIZABETH R CLINE DIRECTOR 1.00 1.00 X 0 0 0 FREDERICK P STRATTON JR DIRECTOR 1.00 1.00 X 0 0 0 DAVID G HOTTMANN DIRECTOR 1.00 1.00 X 0 0 0 DENNIS A BARBOUR ASSISTANT SECRETARY 1.00 1.00 X 0 0 0 0 0 0 0 0 0 0 0 10380 10380 1523158 207959 1315199 1315199 1315199 1325579 1325579 0 0 351637 175561 527198 386571 199613 7852008 4631173 3396396 3220835 15396984 15365185 19179951 18785633 2725 2392 103582 106637 12239728 11826106 4912136 4880337 17258171 16815472 X 0 0 0 0 1921780 1970161 1921780 1970161 19179951 18785633 X 798381 -750000 X 0 1 X 1 0 164535 164535 6839415 3783115 3056300 848058 848058 0 3220835 DUE FROM HARVEY W. PETERS RESEARCH FOUNDATION 10484848 RIGHT OF USE ASSET 4880337 15365185 OPERATING LEASE LIABILITY 4880337 4880337 X 1533538 207959 207959 1325579 0 1325579 735157 207959 207959 527198 0 527198 PART X, LINE 2: THE HOLDING CORPORATION HAS ANALYZED FILING POSITIONS IN ALL OF THE FEDERAL AND STATE JURISDICTIONS WHERE IT IS REQUIRED TO FILE INCOME TAX RETURNS, INCLUDING ITS STATUS AS A TAX EXEMPT ENTITY. THE ONLY PERIODS SUBJECT TO EXAMINATION FOR FEDERAL AND STATE TAX RETURNS ARE FOR YEARS ENDED JUNE 30, 2022 THROUGH JUNE 30, 2025. THE HOLDING CORPORATION BELIEVES ITS INCOME TAX FILING POSITIONS, INCLUDING ITS STATUS AS A TAX EXEMPT ENTITY, WILL BE SUSTAINED ON AUDIT AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WILL RESULT IN A MATERIAL CHANGE TO ITS FINANCIAL POSITION. THEREFORE, NO RESERVES FOR UNCERTAIN TAX POSITIONS, NOR INTEREST AND PENALTIES, HAVE BEEN RECORDED IN THESE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES IN THE AMOUNT OF $207,959 HAVE BEEN RECLASSED TO THE STATEMENT OF REVENUE FROM THE STATEMENT OF FUNCTIONAL EXPENSES. THIS IS A PRESENTATIONAL DIFFERENCE ONLY. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES IN THE AMOUNT OF $207,959 HAVE BEEN RECLASSED FROM THE STATEMENT OF FUNCTIONAL EXPENSES TO THE STATEMENT OF REVENUE. THIS IS A PRESENTATIONAL DIFFERENCE ONLY. FORM 990, PART VI, SECTION A, LINE 2 THE DIRECTOR/PRES/SEC/TREAS AND THE ASSISTANT SECRETARY ARE PARTNERS AT THE SAME LAW FIRM. JOHN G. ROCOVICH, JR. AND ELIZABETH R. CLINE ARE FATHER AND DAUGHTER AND THEY PRACTICE LAW AT THE SAME FIRM, MOSS & ROCOVICH, ATTORNEYS-AT-LAW, P.C. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION'S SOLE MEMBER IS THE HARVEY W. PETERS RESEARCH FOUNDATION. FORM 990, PART VI, SECTION A, LINE 7A ALL DIRECTORS SHALL BE APPOINTED, FROM TIME TO TIME, BY THE SOLE MEMBER, THE HARVEY W. PETERS RESEARCH FOUNDATION. FORM 990, PART VI, SECTION A, LINE 7B DECISIONS REGARDING THE ELECTION OR REMOVAL OF THE GOVERNING BODY ARE MADE, FROM TIME TO TIME, BY THE SOLE MEMBER, THE HARVEY W. PETERS RESEARCH FOUNDATION. FORM 990, PART VI, SECTION A, LINE 8A THERE WERE NO MEETINGS HELD OR WRITTEN ACTIONS UNDERTAKEN DURING THE FISCAL YEAR. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION HAS NO COMMITTEES. FORM 990, PART VI, SECTION B, LINE 11B ELIZABETH CLINE, DIRECTOR, REVIEWS THE FORM 990, AND DISCUSSES ANY CHANGES FROM PRIOR YEAR BALANCES AND ACTIVITY WITH JOHN G. ROCOVICH, PRESIDENT. ANY SUBSEQUENT QUESTIONS AND CHANGES ARE ADDRESSED. JOHN G. ROCOVICH REVIEWS THE RETURN AND A FINAL COPY OF THE RETURN IS PROVIDED TO THE BOARD PRIOR TO FINALIZING AND FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A WRITTEN POLICY ON CONFLICT OF INTEREST. EACH OFFICER AND DIRECTOR ANNUALLY SIGNS A WRITTEN STATEMENT TO CONFIRM COMPLIANCE WITH THE POLICY. THE RESPONSES ARE THEN REVIEWED BY JOHN G. ROCOVICH, JR., PRESIDENT, TO DETERMINE IF CONFLICTS EXIST, AND HOW TO HANDLE ANY CONFLICTS. IN THE EVENT OF A CONFLICT, JOHN G. ROCOVICH, JR. DETERMINES THE APPROPRIATE ACTION. GENERALLY THIS INCLUDES RECUSAL OF THE CONFLICTED INDIVIDUAL FROM BOARD DISCUSSION, VOTING ON THE APPLICABLE TOPIC, AND FROM INVOLVEMENT IN RELATED BUSINESS DECISIONS. FORM 990, PART VI, SECTION C, LINE 19 REQUESTS WILL BE EVALUATED BY THE PRESIDENT OF THE HOLDING CORPORATION. REQUESTS FOR A VALID BUSINESS PURPOSE GENERALLY ARE HONORED. MOST FINANCIAL INFORMATION IS AVAILABLE IN THE FORM 990, WHICH CAN BE FOUND ON WWW.GUIDESTAR.ORG. FORM 990, PART XI, LINE 9: CAPITAL DISTRIBUTION TO HARVEY W. PETERS RESEARCH FOUNDATION -750,000. HARVEY W PETERS RESEARCH FOUNDATION 6010 S MINNESOTA SIOUX FALLS SD 57104 460459671 MANAGEMENT SD 501(C)(3) PF N/A 0 EDWARD VIA VIRGINIA COLLEGE OF OSTEOPATH 2265 KRAFT DRIVE BLACKSBURG VA 24060 542052107 SCHOOL VA 501(C)(3) LINE 2 SEE ATTACHED 0 VIA-BRADLEY COLLEGE OF ENGINEERING FOUND 6010 S MINNESOTA SIOUX FALLS SD 57104 522283401 MANAGEMENT SD 501(C)(3) PF N/A 0 MARION BRADLEY MEMORIAL FOUNDATION 6010 S MINNESOTA SIOUX FALLS SD 57104 522285703 MANAGEMENT SD 501(C)(3) PF N/A 0 VC MEDICAL ENDOWMENT TRUST 6010 S MINNESOTA SIOUX FALLS SD 57104 476343397 MANAGEMENT SD 501(C)(3) LINE 12D, III-O N/A 0 BLUEFIELD UNIVERSITY 3000 COLLEGE AVE BLUEFIELD VA 24605 540568200 SCHOOL VA 501(C)(3) LINE 2 SEE ATTACHED 0 APPALACHIAN COLLEGE OF PHARMACY 1060 DRAGON RD OAKWOOD VA 24631 260069167 SCHOOL VA 501(C)(3) LINE 2 SEE ATTACHED 0 0 1 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 SCHEDULE R, PART II, LINE 2 HARVEY W. PETERS RESEARCH FOUNDATION