2024-06-10T19:08:07-05:00 2023-12-31 201625307 Gerety & Associates CPAs 6823 S Eastern Ave Suite 101 Las Vegas NV 89119 990PF 2023-01-01 202026404 Jack L Peterson and Vanessa McCoy-Peterson Foundation JACK 7022945157 PO Box 384973 Waikoloa HI 96738 Jack Peterson Trustee 7022945157 2024-05-24 1 Jack Peterson 999009999 1 Irene M Wandtke CPA P00790051 7029332213 2024-05-24 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 369572 X X 132 132 5846 5846 3751 47583 3751 9729 9729 0 0 0 2000 2000 0 3424 3424 0 2 2 0 52 0 0 5478 5426 0 21845 21845 27323 5426 21845 -17594 4303 34401 20236 20236 200508 183486 323666 12712 25000 25670 247621 228722 369572 0 0 X 229109 229109 0 0 18512 -387 247621 228722 247621 228722 247621 -17594 0 230027 1305 228722 Publicly Traded Securities 1306 2459 -1153 -1153 Publicly Traded Securities 46262 41373 4889 4889 Capital Gains Dividends P 15 15 15 3751 60 0 60 0 60 1453 0 0 0 1453 0 1393 1393 0 0 0 0 0 0 0 0 0 0 0 1 1 NV 1 0 0 0 0 1 N/A Jack Peterson 7022945157 PO Box 384973 Waikoloa HI 96738 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Jack L Peterson c/o PO Box 384973 Waikoloa HI 96738 President/Trustee 1.00 0 0 0 Vanessa McCoy-Peterson c/o PO Box 384973 Waikoloa HI 96738 Treasurer/Trustee 1.00 0 0 0 Jenna Eastman c/o PO Box 384973 Waikoloa HI 96738 Secretary/Trustee 1.00 0 0 0 Blake C McCoy c/o PO Box 384973 Waikoloa HI 96738 Trustee 1.00 0 0 0 Jesse Eastman c/o PO Box 384973 Waikoloa HI 96738 Trustee 1.00 0 0 0 NONE 0 NONE 0 0 290664 30381 0 321045 0 0 321045 4816 316229 15811 15811 60 60 15751 0 15751 0 15751 21845 0 21845 15751 0 0 4464 5340 180 1511 11495 21845 0 0 0 15751 6094 0 0 17589 0 0 0 0 0 0 4464 13125 5340 180 1511 6094 Jack L Peterson Vanessa McCoy-Peterson X Barbara Bush Foundation PO BOX 14380 Washington DC VA 20044 N/A PC Literacy 1000 Girls Night Out 8901 Iron Gate Court Potomac MD 20854 N/A PC Works to empower and improve the lives of women and children 1000 Hawaii Island Humane Society 76-6767 Mamalahoa Hwy Holuloa HI 96725 N/A PC Animal welfare 345 Hawaii Public Radio 738 Kaheka St Honolulu HI 96814 N/A PC To provide timely, reliable coverage of local, national and international news events. 1000 Howard Brown Health 1025 Sunnyside Avenue Chicago IL 60640 N/A PC Health Care to needy children and women 3000 Planned Parenthood 434 W 33rd St New York NY 10001 N/A PC To support parenting education 1000 St Marks Lutheran Church of Houston 1515 Hillendahl Blvd Houston TX 77055 N/A PC Church support 2000 The Food Basket - Hawaii's Food Bank 40 Holomua St Hilo HI 96720 N/A PC To end hunger in Hawaii County 2000 The Jim Saunders Fund 72-2921 Kaupulehu Dr KailuaKona HI 96740 N/A PC Employee fund Nanea Golf Club 1000 V Foundation 14600 Weston Pkwy Cary NC 27513 N/A PC Cancer Research 1000 Project Hawaii Inc PO BOX 1844 Keaau HI 96749 N/A PC To support the homeless of Keiki 2000 Friends of The Lorraine Cherry Nature Preserve PO BOX 7679 Houston TX 77270 N/A PC To provide support for the Lorraine Cherry Nature Preserve 500 Houston Humane Society PO BOX 450528 Houston TX 77245 N/A PC To support the Houston Humane Society 500 Houston Symphony Society 615 Lousiana St Suite 102 Houston TX 77002 N/A PC Symphony Support 1500 Buffalo Bayou Partnership 1019 Commerce Street Suite 200 Houston TX 77002 N/A PC Bayou Care 500 The Story Church 8200 Washington Ave Houston TX 77007 N/A PC Church Support 500 Tunnel To Towers Foundation 2361 Hylan Blvd Staten Island NY 10306 N/A PC Contribution to the New York Fire Department 1000 MD Anderson Cancer Center PO BOX 301407 Houston TX 77230 N/A PC Support patient programs, research, and education for cancer 1000 Hawaii Humane Society PO BOX 384973 Waikoloa HI 96738 N/A PC Support the Humane Society 1000 21845 0 14 132 14 5846 18 3751 0 9729 0 9729 0 0 0 0 0 0 0 0 0 0 Accounting fees 2000 2000 0 Fundvantage Tr Ambrus Instl 25000 25670 iShares Core S&P Mid Cap ETF 33514 49887 iShares Core S&P Small Cap ETF 17456 24356 Vanguard FTSE Developed Markets ETF 10022 11975 Corporate America Strategy 122494 237448 Prior Period Adjustment 1305 Licenses & permits 52 0 0 Investment management fees 3424 3424 0 Foreign taxes on investments 2 2 0