2025-05-14T15:07:20-05:00 2024-12-31 135565207 KPMG LLP 1021 EAST CARY STREET SUITE 2000 RICHMOND VA 23219 990PF 2024-01-01 522285703 MARION BRADLEY VIA MEMORIAL FOUNDATION SD C/O FIRST PREMIER BANK TRUST DEPT MARI 5407748800 500 SMINNESOTA SIOUX FALLS SD 57104 JOHN G ROCOVICH JR DIRECTOR 5407748800 2025-05-12 1 0 CHRISTINE G TAUCHEN P01320000 8047824200 2025-05-08 2024 2025-03-06 01:10:19Z X 7481323 X 60000 4471 4471 95243 95243 945025 2440297 945025 1104739 1044739 0 0 0 0 0 371 371 0 0 60850 54845 0 0 13031 1541 0 0 149888 149888 0 0 224140 206645 0 0 1164000 1164000 1388140 206645 0 1164000 -283401 838094 0 18909 18909 18909 218755 250389 250389 6376 6376 6376 6376 7099817 7074484 7074484 50000 50000 50000 12870 81165 81165 7406727 7481323 7481323 28107 46503 28107 46503 X 7378620 7434820 7378620 7434820 7406727 7481323 7378620 -283401 339601 7434820 0 7434820 ST CAPITAL GAIN - PUBLICLY TRADED SECURITIES 2024-12-31 404274 416511 -12229 -12229 LT CAPITAL GAIN - PUBLICLY TRADED SECURITIES 2024-12-31 2036023 1080725 957254 957254 945025 -12229 11650 0 11650 0 11650 5818 0 0 0 5818 0 5832 0 0 0 0 0 0 0 0 0 0 1 1 SD 1 0 0 0 0 1 N/A CO FIRST PREMIER BANK TRUST DEPART 6053351786 500 S MINNESOTA SIOUX FALLS SD 57104 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 1 1 0 0 0 0 THIMOTHY CORVIN 2265 KRAFT DRIVE BLACKSBURG VA 24060 INTERIM PRESIDENT 1.00 0 0 0 JOHN G ROCOVICH JR 5264 FALCON RIDGE ROAD ROANOKE VA 24018 DIRECTOR AND VP/TREASURER 1.00 0 0 0 DAVID HOTTMANN 708 EAST ST ANDREWS DRIVE SIOUX FALLS SD 571084669 DIRECTOR AND SECRETARY 1.00 0 0 0 ELIZABETH CLINE PO BOX 797 FINCASTLE VA 24090 DIRECTOR 1.00 0 0 0 FREDERICK P STRATTON JR 9608 N JUNIPER CIRCLE MEQUON WI 50392 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 7343240 307291 50000 7700531 0 0 7700531 115508 7585023 379251 379251 11650 11650 367601 0 367601 0 367601 1164000 0 1164000 367601 340105 0 0 1164000 340105 0 0 367601 456294 0 0 456294 0 0 0 0 0 0 0 456294 456294 JOHN G ROCOVICH JR 4415 ELECTRIC ROAD ROANOKE VA 24018 5407748800 JROCOVICH@MOSSANDROCOVICH.COM ALL THE SUBMISSIONS MUST BE SUBMITTED IN WRITTEN FORM BY MAIL OR EMAIL THERE IS NO SET DEADLINE FOR SUBMISSION GEOGRAPHICAL LOCATION IS LIMITED TO THE GREATER ROANOKE VALLEY AREA. THE FOUNDATION IS ORGANIZED FOR MAKING CONTRIBUTIONS TO CHARITABLE, RELIGIOUS, EDUCATIONAL, AND/OR SCIENTIFIC PURPOSES, INCLUDING MAKING CONTRIBUTIONS TO 501(C)(3) ORGANIZATIONS. BRADLEY FREE CLINIC OF ROANOKE VALLEY 1240 3RD STREET SOUTH WEST ROANOKE VA 24016 NONE PC TO PROVIDE FINANCIAL SUPPORT 15000 CENTER IN THE SQUARE ENDOWMENT FOUNDATION 1 MARKET SQUARE SE ROANOKE VA 24011 NONE PC TO PROVIDE FINANCIAL SUPPORT 25000 HARVEY W PETERS RESEARCH FOUNDATION 500 S MINNESOTA AVENUE SIOUX FALLS SD 57104 NONE PF TO PROVIDE FINANCIAL SUPPORT 1000000 ROANOKE SYMPHONY 1125 1ST ST SW ROANOKE VA 24016 NONE PC TO PROVIDE FINANCIAL SUPPORT 60000 SMITH MOUNTAIN LAKE 4-H CENTER 775 HERMITAGE ROAD WIRTZ VA 24184 NONE PC TO PROVIDE FINANCIAL SUPPORT 35000 VA TECH FOUNDATION UNIVERSITY GATEWAY CENTER 902 PRICES FORK RD BLACKSBURG VA 24061 NONE PF TO PROVIDE FINANCIAL SUPPORT 24000 MISS VIRGINIA OPPORTUNITY 3061 BRIARWOOD COURT ROCKINGHAM VA 22801 NONE PC TO PROVIDE FINANCIAL SUPPORT 5000 1164000 0 14 4471 14 95243 18 18 945025 0 1044739 0 1044739 0 0 0 0 0 0 0 0 0 1 HARVEY W PETERS (VIRGINIA) HOLDING CORPORATION 501(C)(2) AFFILIATED ENTITY X X 1 EDWARD VIA 6541 TALLWOOD DRIVE ROANOKE VA 24018 60000 X KPMG 60050 54045 0 0 TMI 800 800 0 0 AS TO THE TREATMENT OF QUALIFYING DISTRIBUTIONS PURSUANT TO IRC SECTION 4942(H)(2) AND REGULATION 53.4942(A)-3(D)(2), MEMORIAL FOUNDATION HEREBY ELECTS TO TREAT $2,000 OF TOTAL CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS. HARVEY W PETERS RESEARCH FOUNDATION 500 S MINNESOTA AVE SIOUX FALLS SD 57104 2023-12-31 136000 FINANCIAL ASSISTANCE FOR THE FINANCING AND DEVELOPMENT OF EDUCATIONAL PROGRAMS. NONE 12/31/2024 PENDING RECIEPT FROM GRANTEE; ANTICPATED DISTRIBUTION BY JUNE 30TH 2025 HARVEY W PETERS RESEARCH FOUNDATION 500 S MINNESOTA AVE SIOUX FALLS SD 57104 2024-12-31 1000000 FINANCIAL ASSISTANCE FOR THE FINANCING AND DEVELOPMENT OF EDUCATIONAL PROGRAMS. NONE PENDING RECEIPT FROM GRANTEE; ANTICIPATED TO RECEIVE IN 2025 PENDING PER ABOVE SECURITIES HELD BY TRUSTEE 7074484 7074484 INVESTMENT IN AXON A-2 INVESTORS, LLC FMV 50000 50000 LEGAL FEES 371 371 0 0 DIVIDENDS RECEIVABLE 9111 3903 3903 DUE TO BROKERS -2059 77262 77262 PREPAID ASSET - FEDERAL OVERPAYMENT 5818 CUSTODIAN FEES 10756 10756 0 0 INVESTMENT MANAGEMENT FEES 77815 77815 0 0 UTILITIES / RENT EXPENSE 154 154 0 0 MISCELLANEOUS EXPENSE 342 342 0 0 ADMINISTRATIVE EXPENSES 60819 60819 0 0 CONVERSION EXPENSE 2 2 0 0 UNREALIZED GAIN 339601 FEDERAL EXCISE TAX 11490 0 0 0 FOREIGN INCOME TAX 1541 1541 0 0