MARION BRADLEY VIA MEMORIAL FOUNDATION SOUTH DAKOTA: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: MARION BRADLEY VIA MEMORIAL FOUNDATION SOUTH DAKOTA (EIN 52-2285703)
Tax period: 2022-01-01 to 2022-12-31
Filed: 2023-05-15
IRS object ID: 202341359349104569
Schema version: 2022v5.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Schedule B
Accounting Fees Schedule
Distribution From Corpus Election
Expenditure Responsibility Stmt
Investments Corp Stock Schedule
Investments Other Schedule2
Legal Fees Schedule
Other Assets Schedule
Other Decreases Schedule
Other Expenses Schedule
Other Income Schedule2
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-05-15T14:24:38-05:00	ReturnTs
Tax Period End	2022-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	135565207	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	KPMG LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1021 EAST CARY STREET SUITE 2000	AddressLine1Txt
City	RICHMOND	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	23219	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2022-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	522285703	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MARION BRADLEY VIA MEMORIAL FOUNDATION	BusinessNameLine1Txt
Business Name Line2	SD C/O FIRST PREMIER BANK TRUST DEPT	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	MARI	BusinessNameControlTxt
Phone	5407748800	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	500 SMINNESOTA	AddressLine1Txt
City	SIOUX FALLS	CityNm
State Abbreviation	SD	StateAbbreviationCd
ZIP	57104	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JOHN G ROCOVICH JR	PersonNm
Person Title	DIRECTOR	PersonTitleTxt
Phone	5407748800	PhoneNum
Signature	2023-05-05	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	JOHN	PersonFirstNm
Person Last	ROCOVICH JR	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	0	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	CHRISTINE G TAUCHEN	PreparerPersonNm
PTIN	P01320000	PTIN
Phone	8047824200	PhoneNum
Preparation	2023-05-12	PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2022	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$6,391,904	FMVAssetsEOYAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$60,000	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$1,495	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$1,495	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$84,869	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$84,869	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$153,593	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$2,065,337	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$153,593	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$3,733	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$3,733	OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm	$0	OtherIncomeAdjNetIncmAmt
Total Rev And Expnss	$303,690	TotalRevAndExpnssAmt
Total Net Invst Incm	$243,690	TotalNetInvstIncmAmt
Total Adj Net Incm	$0	TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm	$0	CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$0	CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss	$399	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$399	LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm	$0	LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl	$0	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$40,253	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$36,308	AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm	$0	AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps	$0	AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss	$8,122	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$1,972	TaxesNetInvstIncmAmt
Taxes Adj Net Incm	$0	TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$181,122	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$181,122	OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm	$0	OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl	$0	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$229,896	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$219,801	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$424,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$424,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$653,896	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$219,801	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$424,000	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$350,206	ExcessRevenueOverExpensesAmt
Net Investment Income	$23,889	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$18,907	CashBOYAmt
Cash EOY	$18,908	CashEOYAmt
Cash EOYFMV	$18,908	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$297,223	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$299,258	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$299,258	SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl	$6,376	AcctRcvblAmt
Acct Rcvbl BOY	$6,376	AcctRcvblBOYAmt
Acct Rcvbl EOY	$6,376	AcctRcvblEOYAmt
Acct Rcvbl EOYFMV	$6,376	AcctRcvblEOYFMVAmt
Corporate Stock BOY	$8,152,641	CorporateStockBOYAmt
Corporate Stock EOY	$5,909,126	CorporateStockEOYAmt
Corporate Stock EOYFMV	$5,909,126	CorporateStockEOYFMVAmt
Other Investments BOY	$179,013	OtherInvestmentsBOYAmt
Other Investments EOY	$149,227	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$149,227	OtherInvestmentsEOYFMVAmt
Other Assets BOY	$6,138	OtherAssetsBOYAmt
Other Assets EOY	$9,009	OtherAssetsEOYAmt
Other Assets EOYFMV	$9,009	OtherAssetsEOYFMVAmt
Total Assets BOY	$8,660,298	TotalAssetsBOYAmt
Total Assets EOY	$6,391,904	TotalAssetsEOYAmt
Total Assets EOYFMV	$6,391,904	TotalAssetsEOYFMVAmt
Accounts Payable BOY	$74,759	AccountsPayableBOYAmt
Accounts Payable EOY	$23,758	AccountsPayableEOYAmt
Total Liabilities BOY	$74,759	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$23,758	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$8,585,539	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$6,368,146	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$8,585,539	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$6,368,146	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$8,660,298	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$6,391,904	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$8,585,539	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$350,206	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$8,235,333	SubtotalAmt
Other Decreases	$1,867,187	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$6,368,146	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDesc	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	How AcquiredHowAcquiredCd
ST CAPITAL GAIN - PUBLICLY TRADED SECURITIES	2022-12-31	$524,975	$569,164	-$42,048	-$42,048
LT CAPITAL GAIN - PUBLICLY TRADED SECURTIES	2022-12-31	$1,540,362	$1,357,368	$191,866	$191,866
PROLOGIS INC COM				$40	$40	P
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B				$3,735	$3,735	P

Field	Value	IRS element (for citing)
Capital Gain Net Income	$153,593	CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss	-$42,048	NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$332	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$332	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$332	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$6,150	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$6,150	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Overpayment	$5,818	OverpaymentAmt
Applied To ES Tax	$5,818	AppliedToESTaxAmt
Refund	$0	RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	SD	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	0	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	CO FIRST PREMIER BANK TRUST DEPART	IndividualWithBooksNm
Phone	6053351786	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	500 S MINNESOTA	AddressLine1Txt
City	SIOUX FALLS	CityNm
State Abbreviation	SD	StateAbbreviationCd
ZIP	57104	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	0	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	0	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	Yes (1)	BusinessHoldingsInd
Excess Business Holdings	0	ExcessBusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc	Yes (1)	TransactionsFailToQlfyAsExcInd
Maintained Expenditure Rspns	Yes (1)	MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
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

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$6,825,116	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$298,925	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$50,000	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$7,174,041	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$7,174,041	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$107,611	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$7,066,430	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$353,322	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$353,322	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$332	TaxBasedOnInvestmentIncomeAmt
Total Tax	$332	TotalTaxAmt
Distributable Before Adj	$352,990	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$352,990	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$352,990	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$424,000	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$424,000	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$352,990	DistributableAsAdjustedAmt
Undistributed Income PY	$353,487	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$424,000	QualifyingDistributionsAmt
Applied To Year1	$353,487	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$2,000	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$68,513	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$2,000	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$284,477	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$2,000	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$0	ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	JOHN G ROCOVICH JR	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	4415 ELECTRIC ROAD	AddressLine1Txt
City	ROANOKE	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	24018	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	5407748800	RecipientPhoneNum
Recipient Email Address	JROCOVICH@MOSSANDROCOVICH.COM	RecipientEmailAddressTxt
Form And Info And Materials	ALL THE SUBMISSIONS MUST BE SUBMITTED IN WRITTEN FORM BY MAIL OR EMAIL	FormAndInfoAndMaterialsTxt
Submission Deadlines	THERE IS NO SET DEADLINE FOR SUBMISSION	SubmissionDeadlinesTxt
Restrictions On Awards	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.	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line2RecipientUSAddress/AddressLine2Txt
BLUEFIELD COLLEGE
3000 COLLEGE AVE	BLUEFIELD	VA	24605	NONE	PC	TO PROVIDE FINANCIAL SUPPORT	$75,000
BRADLEY FREE CLINIC OF ROANOKE VALLEY
1240 3RD STREET SOUTH WEST	ROANOKE	VA	24016	NONE	PC	TO PROVIDE FINANCIAL SUPPORT	$5,000
CENTER IN THE SQUARE ENDOWMENT FOUNDATION
1 MARKET SQUARE SE	ROANOKE	VA	24011	NONE	PC	TO PROVIDE FINANCIAL SUPPORT	$25,000
HARVEY W PETERS RESEARCH FOUNDATION
500 S MINNESOTA AVENUE	SIOUX FALLS	SD	57104	NONE	PF	TO PROVIDE FINANCIAL SUPPORT	$200,000
ROANOKE SYMPHONY
1125 1ST ST SW	ROANOKE	VA	24016	NONE	PC	TO PROVIDE FINANCIAL SUPPORT	$60,000
SMITH MOUNTAIN LAKE 4-H CENTER
775 HERMITAGE ROAD	WIRTZ	VA	24184	NONE	PC	TO PROVIDE FINANCIAL SUPPORT	$25,000
ROANOKE REGIONAL PARTNERSHIP
111 FRANKLIN RD SE SUITE 333	ROANOKE	VA	24011	NONE	PC	TO PROVIDE FINANCIAL SUPPORT	$10,000
VA TECH FOUNDATION
UNIVERSITY GATEWAY CENTER 902	BLACKSBURG	VA	24061	NONE	PF	TO PROVIDE FINANCIAL SUPPORT	$24,000	PRICES FORK RD

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$424,000	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$1,495	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$84,869	ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$3,733	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$153,593	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$243,690	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$243,690	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	Yes (1)	RelationshipsNonchrtblEOInd

Relationship Schedule Detail RelationshipScheduleDetail

Organization Business Name OrganizationBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	HARVEY W PETERS (VIRGINIA) HOLDING CORPORATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Organization Type	501(C)(2)	OrganizationTypeDesc
Relationship Description	AFFILIATED ENTITY	RelationshipDescriptionTxt

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Contributor Person	EDWARD VIA	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	6541 TALLWOOD DRIVE	AddressLine1Txt
City	ROANOKE	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	24018	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$60,000	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
KPMG	$39,453	$35,508	$0	$0
TMI	$800	$800	$0	$0

Distribution From Corpus Election DistributionFromCorpusElection

Field	Value	IRS element (for citing)
Election	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.	ElectionDesc

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	GrantGrantDt	GrantGrantAmt	Purpose Of GrantPurposeOfGrantTxt	Expended By GranteeExpendedByGranteeAmt	Any Diversion By GranteeAnyDiversionByGranteeTxt	VerificationVerificationDt	Results Of VerificationResultsOfVerificationTxt	Dates Of Reports By GranteeDatesOfReportsByGranteeTxt
HARVEY W PETERS RESEARCH FOUNDATION
500 S MINNESOTA AVE	SIOUX FALLS	SD	57104	2021-12-22	$169,000	FINANCIAL ASSISTANCE FOR THE FINANCING AND DEVELOPMENT OF EDUCATIONAL PROGRAMS.	$169,000	NONE	2022-12-31	THE GRANT WILL BE EXPENDED BY HARVEY W. PETERS RESEARCH FOUNDATION NO LATER THAN JUNE 30, 2023 IN ACCORDANCE WITH ITS INTENDED PURPOSE AS STATED IN THE EXPENDITURE RESPONSIBILITY AGREEMENT.
HARVEY W PETERS RESEARCH FOUNDATION
500 S MINNESOTA AVE	SIOUX FALLS	SD	57104	2022-12-13	$200,000	FINANCIAL ASSISTANCE FOR THE FINANCING AND DEVELOPMENT OF EDUCATIONAL PROGRAMS.		NONE		PENDING PER ABOVE	PENDING RECEIPT FROM GRANTEE; ANTICIPATED TO RECEIVE IN 2023

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	SECURITIES HELD BY TRUSTEE	StockNm
EOY Book Value	$5,909,126	EOYBookValueAmt
EOYFMV	$5,909,126	EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
INVESTMENT IN AXON A-2 INVESTORS, LLC	FMV	$50,000	$50,000
INVESTMENT IN NEXTERA ENERGY	FMV	$71,352	$71,352
SELECT SECTOR SPDR	FMV	$27,875	$27,875

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	LEGAL FEES	CategoryTxt
Legal Fees	$399	LegalFeesAmt
Net Investment Income	$399	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDesc	BOY Book ValueBOYBookValueAmt	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
DIVIDENDS RECEIVABLE	$6,138	$6,606	$6,606
DUE TO BROKERS		$2,403	$2,403

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDesc	AmtAmt
UNREALIZED LOSS	$1,863,311
CHANGE IN 2021 EXCISE TAX PAYABLE	$3,876

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CUSTODIAN FEES	$9,530	$9,530	$0	$0
INVESTMENT MANAGEMENT FEES	$83,983	$83,983	$0	$0
UTILITIES / RENT EXPENSE	$232	$232	$0	$0
MISCELLANEOUS EXPENSE	$50	$50	$0	$0
CONVERSION EXPENSES	$0	$0	$0	$0
ADMINISTRATIVE EXPENSES	$87,327	$87,327	$0	$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	OTHER INCOME	Desc
Revenue And Expenses Per Books	$3,733	RevenueAndExpensesPerBooksAmt
Net Investment Income	$3,733	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN INCOME TAX	$1,972	$1,972	$0	$0
FEDERAL EXCISE TAX	$6,150	$0	$0	$0