2025-05-27T11:53:25-05:00 2024-12-31 201625307 Gerety & Associates CPAs 6823 S Eastern Ave Suite 101 Las Vegas NV 89119 990PF 2024-01-01 202026404 Jack L Peterson and Vanessa McCoy-Peterson Foundation JACK 7022945157 PO Box 384973 Waikoloa HI 96738 Jack Peterson Trustee 7022945157 2025-05-20 1 1 Irene M Wandtke CPA P00790051 7029332213 2025-05-20 2024 2025-03-06 01:10:19Z X 415481 X X 157 157 6701 6701 60281 131456 60281 67139 67139 0 0 0 2000 2000 0 3907 3907 0 91 91 0 51 0 0 6049 5998 0 23190 23190 29239 5998 23190 37900 61141 20236 13485 13485 183486 197964 351633 25000 50024 50363 228722 261473 415481 0 0 X 229109 229109 0 0 -387 32364 228722 261473 228722 261473 228722 37900 0 266622 5149 261473 Publicly Traded Securities 18827 17421 1406 1406 Publicly Traded Securities 112589 53754 58835 58835 Capital Gains Dividends P 40 40 40 60281 850 0 850 0 850 1393 0 0 0 1393 0 543 543 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 359676 14840 0 374516 0 0 374516 5618 368898 18445 18445 850 850 17595 0 17595 0 17595 23190 0 23190 17595 0 0 5340 180 1511 6094 13125 23190 0 0 0 17595 5595 0 0 18720 0 0 0 0 0 0 5340 13380 180 1511 6094 5595 Jack L Peterson Vanessa McCoy-Peterson X Hawaii Island Humane Society 76-6767 Mamalahoa Hwy Holuloa HI 96725 N/A PC Animal welfare 1500 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 St Marks Lutheran Church of Houston 1515 Hillendahl Blvd Houston TX 77055 N/A PC Church support 3500 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 Tunnel To Towers Foundation 2361 Hylan Blvd Staten Island NY 10306 N/A PC Contribution to the New York Fire Department 2000 V Foundation 14600 Weston Pkwy Cary NC 27513 N/A PC Cancer Research 2000 St Jude's Children Hospital 262 Danny Thomas Place Memphis TN 38105 N/A PC Understanding and treating childhood cancer and other life threatening diseases 2000 Lifeline Pregnancy Care Center 112 Bammel Westfield Rd Ste 105 Houston TX 77090 N/A PC Helping Individuals with pregnancy related needs 1000 Mark Schonwetter Holocaust Education Foundation 184 South Livingston Ave Ste 9 Livingston NJ 07039 N/A PC To provide grants for educators nationwide for Holocaust education to students 1000 Child and Family Service 91-1841 Ft Weaver Rd Ewa Beach HI 96706 N/A PC Family counseling and therapeutic support resources 1500 ST Marks Lutheran School 1526 Peach Road Houston TX 77090 N/A PC Campus Enrichment 690 ACLU 125 Broad Street 18th Floor New York NY 10004 N/A PC Champion constitutional liberties in the US 1000 Giving Foundation for Women and Children Inc 10319 Westlake Dr 353 Bathesda MD 20827 N/A PC Transform the futures of underserved women and children 3000 23190 0 14 157 14 6701 18 60281 0 67139 0 67139 0 0 0 0 0 0 0 0 0 0 Accounting fees 2000 2000 0 Fundvantage Tr Ambrus Instl 50024 50363 iShares Core S&P Mid Cap 400 ETF 33514 56079 iShares Core S&P Small Cap 600 ETF 17456 25925 Vanguard FTSE Developed Markets ETF 12530 14346 Corporate America Strategy 86778 208813 iShares S&P 500 Index 32650 32377 Vanguard Emerging Market Equity ETF 15036 14093 Prior period adjustment - charitable disbursements 5149 Licenses & permits 51 0 0 Investment management fees 3907 3907 0 Foreign taxes on investments 91 91 0