2025-11-14T15:02:40-06:00 2025-06-30 540505857 McGuireWoods LLP P O Box 397 Richmond VA 232180397 990PF 2024-07-01 541633892 Peachtree House Foundation PEAC 8047948230 co Rita Smith 2530 Salisbury Rd Midlothian VA 231133824 Rita M Smith Secretary/Treasurer 8047948230 2025-11-14 1 1 Michele McKinnon P01319465 8047751000 2024 2025-03-06 01:10:19Z X 12434351 X X 218375 217229 298254 2376648 298254 516629 515483 6371 0 6371 9864 0 9864 37629 37629 0 7750 339 0 31 6 25 61645 37974 16260 643000 643000 704645 37974 659260 -188016 477509 210228 51289 51289 119423 995029 1003419 1384405 1366555 5895721 837939 492818 504577 2661384 2140432 4979345 5213379 5046123 12434351 0 0 X 5213379 5046123 0 0 0 0 5213379 5046123 5213379 5046123 5213379 -188016 20760 5046123 0 5046123 Bank of America-Publicly Traded Securities P 715728 710595 5133 5133 Bank of America-Publicly Traded Securities P 1500615 1367799 132816 132816 Capital Gains Dividends P 160305 160305 160305 298254 6637 0 6637 0 6637 5444 0 0 0 5444 0 1193 0 0 0 0 0 0 0 0 0 0 1 1 VA 1 0 0 0 0 1 N/A The Foundation 8047948230 c/o Rita Smith 2530 Salisbury Rd Midlothian VA 231133824 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Elmon B Duff c/o Rita Smith 2530 Salisbury Rd Midlothian VA 23113 President/Director 1.00 0 0 0 James C Duff c/o Rita Smith 2530 Salisbury Rd Midlothian VA 23113 Vice President/Director 1.00 0 0 0 Rita M Smith 2530 Salisbury Road Midlothian VA 23113 Secretary/Treasurer/Director 2.00 6371 0 0 Rachel M Duff c/o Rita Smith 2530 Salisbury Rd Midlothian VA 23113 Vice President/Director 1.00 0 0 0 Teresa L Duff c/o Rita Smith 2530 Salisbury Rd Midlothian VA 23113 Vice President/Director 1.00 0 0 0 Hannah E Duff c/o Rita Smith 2530 Salisbury Rd Midlothian VA 23113 Vice President/Director 1.00 0 0 0 NONE 0 NONE 0 0 12258886 308374 0 12567260 0 0 12567260 188509 12378751 618938 618938 6637 6637 612301 0 612301 0 612301 659260 0 659260 612301 0 0 80425 30337 77967 56876 245605 659260 0 0 0 612301 46959 0 0 292564 0 0 0 0 0 0 0 292564 80425 30337 77967 56876 46959 X 1708 Gallery PO Box 12520 Richmond VA 23241 None PC Inlight 2025 10000 Boys & Girls Clubs 100 Everett St 1 Richmond VA 23224 None PC Career & Life Pathways Program 29000 Art for the Journey 825 Grove Road Suite 14 Midlothian VA 23114 None PC Annual Support 7500 CancerLINC 200 S 3rd St Richmond VA 23219 None PC General Operating Fund 9500 Children's Museum 2626 West Broad Street Richmond VA 23220 None PC Trailblazers Club 10000 Commonwealth Catholic Charities 1601 Rolling Hills Drive Richmond VA 23229 None PC Edward McNamara Smith Building/Maintenance Fund 23000 Bach Society of Dayton Ohio 126 North Main St Ste 210 Dayton OH 45402 None PC Annual Support 24000 FETCH Inc 5711 Staples Mill Rd Ste 101 Richmond VA 23228 None PC Support and Pixie's Pen Pals 59500 FORE Children Foundation 600 Founders Bridge Blvd Midlothian VA 23113 None PC Annual Support 10000 Friends of Hollywood Cemetery 412 South Cherry Street Richmond VA 23220 None PC Fence Restoration Work 7500 Full Circle 10611 Patterson Ave 201 Richmond VA 23238 None PC Loss Specific Groups 5000 Squishy Face Crew VA 9916 Brock Road Spotsylvania VA 22553 None PC Annual Support 10000 Hungry for Music 2020 Pennsylvania Ave NW 384 Washington DC 20006 None PC Annual Support 24000 VA Foundation of Independent Colleges 901 E Byrd St Ste 1625 Richmond VA 23219 None PC Scholarships 6500 Science Museum of VA Foundation PO Box 11624 Richmond VA 23230 None PC Annual Support 5000 Longwood University 201 High Street Farmville VA 23909 None PC LCVA Support 5000 Mary Baldwin University P O Box 1500 Staunton VA 24401 None PC Annual Support 22000 Maymont Foundation 1700 Hampton Street Richmond VA 23220 None PC Annual Support $15,500/Fiber optic Lighting $26,000/Council Reserve $15,500 57000 National D-Day Memorial Foundation PO Box 77 Bedford VA 24523 None PC Annual Support 5000 Lewis Ginter Botanical Garden 1800 Lakeside Ave Richmond VA 23228 None PC Conservatory Expansion 10000 Preservation Virginia 204 West Franklin St Richmond VA 232205012 None PC Operating Support 5000 Randolph Macon College PO Box 5005 Ashland VA 230055005 None PC Annual Fund 35000 Richmond Animal League 11401 International Drive Richmond VA 232363945 None PC Annual Fund 33000 Richmond Performing Arts Alliance 600 E Grace Street 400 Richmond VA 23219 None PC Bright Lights Education Initiatives 10000 Southwest Virginia Public Education Fund One College Avenue Resource Center Wise VA 24293 None PC Summer Institute K-12 for Biodiversity at UVA-Wise 15000 SPCA-Fredericksburg 10819 Courthouse Road Fredericksburg VA 22408 None PC Annual Support 33000 St John's Church Foundation 2319 E Broad Street Richmond VA 23223 None PC For new siding 5000 The Doorways - Hospital Hospitality House 612 E Marshall St Richmond VA 23219 None PC Hospital Hospitality House 5000 Sheltering Arms Foundation 140 Eastshore Dr Ste 200 Glen Allen VA 23059 None PC Bon Air Center Renovation 7500 VA Holocaust Museum 200 East Cary St Richmond VA 23223 None PC Annual Support 24000 Children's Hospital Foundation Box 980693 Richmond VA 232980693 None PC Family Resource Center 5000 Virginia War Memorial Foundation 621 South Belvidere St Richmond VA 232206504 None PC Virginia Veteran Oral History Initiative 7500 Virginia Museum of Fine Arts Fdn 200 N Boulevard Richmond VA 23220 None PC Art Mobile $15,000/Rose Group $5,000 20000 Woodrow Wilson Presidential Library Fdn PO Box 24 Staunton VA 244020024 None PC Annual Fund 7500 World Pediatric Project 3005 Seminary Ave Richmond VA 23227 None PC Global Pediatric Health Care 10000 YMCA 2 West Franklin Street Richmond VA 23220 None PC Out-of-School Time Programs 10000 YWCA 6 N 5th Street Richmond VA 23219 None PC The Sprout School 10000 Riverside School 2110 McRae Rd North Chesterfield VA 23235 None PC Capital Campaign 10000 Culture Works 1906 A North Hamilton St Richmond VA 23230 None PC Annual Support 5000 Peter Paul RVA 1708 North 22nd St Richmond VA 23233 None PC Annual Support 5000 Hanover Tavern Foundation PO Box 487 Hanover VA 23069 None PC Audio-Visual System 5000 RampsRVA 1114 WestBriar Dr Ste D Richmond VA 23238 None PC Mission Suppport 5000 Virginia Museum of History & Culture PO Box 7311 Richmond VA 23221 None PC America's 250th Anniversary 12500 Free Clinic of Powhatan 2320 Skaggs Rd Powhatan VA 23139 None PC Nutrition Program 5000 The George C Marshall Foundation PO Box 1600 Lexington VA 24450 None PC 2025 Summer Teachers Institute 6500 Visual Arts Center 1812 West Main St Richmond VA 23220 None PC Operating Support 7000 643000 0 14 14 218375 18 298254 0 516629 0 516629 0 0 0 0 0 0 0 0 0 0 Morgan Stanley GLB Var% 12/10/26 92401 98408 JP Morgan Chase & Co GLB Var% 5/6/30 93559 97329 Truist Financial Corp 1.2% 8/5/25 37827 37880 Abbvie Inc 0.75% 5/14/26 24757 24761 Goldman Sachs Group Inc 3.85% 1/26/27 15879 15894 Wells Fargo 4.30% 7/22/27 25943 26005 Parker-Hannifin 4.25% 9/15/27 16010 16039 JPMorgan Chase Var% 1/24/29 26274 26349 Capital One Var% 6/8/29 7306 7348 HCA Inc 3.625% 3/15/32 15516 15681 Dell Int/EMC 5.3% 4/1/32 10089 10221 UnitedHealth Group 4.5% 4/15/33 13428 13645 CVS 5.7% 6/1/34 16233 16474 Charles Schwab Var% 8/24/34 9607 9738 Uber Technologies 4.8% 9/15/34 7782 7858 Rio Tinto Fin USA 5.25% 3/14/35 8025 8140 Diamondback Energy 5.55% 4/1/35 7958 8087 Comcast 5.3% 5/15/35 8043 8151 Morgan Stanley GLB Var% 7/19/35 15992 16195 Capital One Var% 1/30/36 8011 8144 Bank of Nova Scotia 1.35% 6/24/26 21336 21373 Shire Acq Inv Ireland 3.2% 9/23/26 10842 10857 Abbott Labs 13888 60524 Abbvie Inc 7894 56614 Alphabet Inc Cl C 24991 283824 Alphabet Inc Cl A 25162 281968 Amazon Com Inc 68886 175512 Amgen Inc 7057 12564 Apple Inc 46714 1037134 Automatic Data Processing Inc 10798 38550 Baxter Intl Inc 4665 3785 Becton Dickinson & Co 10459 12919 Berkshire Hathaway Inc New Cl B 59981 174877 Blackrock Inc 11090 31478 Carrier Global Corp 5470 47574 Caterpillar Inc 8325 40762 Chevron Corp 26218 28638 The Cigna Group 12260 37686 Citigroup Inc 5373 8512 Coca Cola Co 7687 13443 Colgate Palmolive Co 29766 96354 Deere & Co 8032 45764 Ecolab Inc 5745 13472 Emerson Elec Co 8347 20000 Exxon Mobil Corp 12372 231231 Goldman Sachs Group Inc 29935 99085 Home Depot Inc 37683 95326 Honeywell Intl Inc 11178 26781 Ishares Edge MSCI USA Quality Factor ETF 187656 378437 Ishares US Aerospace & Defense ETF 45218 94320 JP Morgan Chase & Co 36488 226130 Johnson & Johnson 9488 14511 Lockheed Martin Corp 16864 104207 Lowes Cos Inc 15887 155309 McDonalds Corp 10643 32139 Microsoft Corp 7398 475027 Northrop Grumman Corp 54447 97496 Pepsico Inc 21147 55457 PNC Finl Svcs Group Inc 19068 93210 Procter & Gamble Co 13136 42379 Qualcomm Inc 9795 23093 Union Pac Corp 6926 13805 US Bancorp Del 16586 36200 Verizon Communications Inc 15068 21635 Visa Inc 14713 78111 Waste Mgmt Inc Del 25950 185344 Yum Brands Inc 9220 68904 Yum China Hldgs Inc 3980 20790 Hess Corp 16052 41285 Otis Worldwide Corp 7650 32182 Accenture PLC Cl A 9676 32878 Chubb Ltd 7993 20860 Linde PLC 49854 143100 Lyondellbasell Industries NV Cl A 5887 4050 Nestle SA 15402 20361 Broadcom Inc 35249 68913 Nvidia 74786 110593 RTX Corp 71184 202238 Advncd Micro D Inc 33168 28380 995029 1003419 0 0 Columbia Dividend Income Fund AT COST 676050 1684920 Select Sector Spdr Tr Financial AT COST 44823 87720 Vanguard Growth ETF AT COST 92341 374832 Vanguard Index Tr Stk Mkt Vipers AT COST 399067 1287144 Ishares Russell Mid-Cap ETF AT COST 53246 158924 John Hancock Fds III Disciplined Val Mid Cap Fd AT COST 188920 392937 Vanguard Mid-Cap ETF AT COST 122197 349788 Vanguard Real Estate ETF AT COST 122593 158082 Columbia Sm Cap Index Fd AT COST 320419 307982 Vanguard FTSE Developed Markets ETF AT COST 120776 177016 McGuireWoods LLP 9864 0 9864 SCC Annual Registration Fee 25 0 25 ADR Fee 6 6 0 Cost Basis Adjustment/Corporate Action/Tax Adjustments 20760 Bank of America - Agency Fees 37629 37629 0 Excise Tax Payments 7411 0 0 Foreign Tax Paid 339 339 0