2026-05-26T12:50:11-05:00 2025-12-31 540737372 PBMARES LLP 701 TOWN CENTER DRIVE SUITE 802 NEWPORT NEWS VA 23606 990PF 2025-01-01 452323642 PETTERS FAMILY FOUNDATION PETT 7578804138 134 JAMES RIVER DRIVE NEWPORT NEWS VA 23601 C MICHAEL PETTERS SECRETARY/TREASURER 7578804138 2026-05-15 1 RYAN D YOUNG P01331276 7578731587 2026-05-13 X 2025 2025-03-06 01:10:19Z X 71840221 X X 2409161 2409161 12452688 24571760 12452688 3472 3472 14865321 14865321 0 0 0 573 287 286 11285 5643 5642 159484 159484 0 374283 13392 13 545625 178806 5941 3244490 3244490 3790115 178806 3250431 11075206 14686515 8154664 6505977 6505977 3355954 1727519 15539839 27672204 42024532 49794405 39182822 50258028 71840221 0 0 X 39182822 50258028 39182822 50258028 39182822 50258028 39182822 11075206 0 50258028 0 50258028 PUBLICLY TRADED SECURITIES 24571760 12119072 12452688 12452688 12452688 204143 0 204143 0 204143 208880 0 0 0 208880 X 0 4737 4737 0 0 0 0 0 0 0 0 0 0 0 0 1 VA 1 0 1 0 0 1 N/A C MICHAEL PETTERS 7578804138 134 JAMES RIVER DRIVE NEWPORT NEWS VA 23601 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 C MICHAEL PETTERS 134 JAMES RIVER DRIVE NEWPORT NEWS VA 23601 SECRETARY/TREASURER 4.00 0 0 0 NANCY B PETTERS 134 JAMES RIVER DRIVE NEWPORT NEWS VA 23601 PRESIDENT 1.00 0 0 0 SARAH FLETCHER 134 JAMES RIVER DRIVE NEWPORT NEWS VA 23601 VICE PRESIDENT 1.00 0 0 0 CAROLINE G SAUER 134 JAMES RIVER DRIVE NEWPORT NEWS VA 23601 VICE PRESIDENT 1.00 0 0 0 NONE 0 NONE 0 0 58170322 7491116 0 65661438 0 0 65661438 984922 64676516 3233826 3233826 204143 204143 3029683 0 3029683 0 3029683 3250431 0 3250431 3029683 2974189 0 0 3250431 2974189 0 0 276242 0 0 0 0 0 0 0 0 2753441 0 0 0 NANCY B PETTERS X AN ACHIEVABLE DREAM 10858 WARWICK BLVD STE A NEWPORT NEWS VA 23601 NONE PC GENERAL FUND SUPPORT 205000 BAYPORT FOUNDATION 1 BAYPORT WAY SUITE 350 NEWPORT NEWS VA 23606 NONE PF GENERAL FUND SUPPORT 2500 BEARINGS BIKE SHOP 982 MURPHY AVENUE SW ATLANTA GA 30310 NONE PC CAPITAL AND OPERATIONAL SUPPORT 150000 BOYS & GIRLS CLUBS OF THE VIRGINIA PENINSULA 11825 ROCK LANDING DRIVE NEWPORT NEWS VA 23606 NONE PC GENERAL SUPPORT 5000 CNU EDUCATION FOUNDATION 1 UNIVERSITY PLACE NEWPORT NEWS VA 23606 NONE PC GENERAL FUND SUPPORT 5000 DEGOOD FOUNDATION 11834 CANON BLVD SUITE G-3 NEWPORT NEWS VA 23606 NONE PC GENERAL SUPPORT 10000 EDMARC INC 516 LONDON STREET PORTSMOUTH VA 23704 NONE PC GENERAL SUPPORT 2500 FIRSTSPARK 11832 CANON BLVD SUITE F NEWPORT NEWS VA 23606 NONE PC EDUCATION 20000 HAMPTON EDUCATION FOUNDATION 1 FRANKLIN STREET HAMPTON VA 23669 NONE PC GENERAL SUPPORT 5000 HILTON PRESBYTERIAN CHURCH PRESCHOOL 34 MAIN STREET NEWPORT NEWS VA 23601 NONE PC HILTON PRESBYTERIAN PRESCHOOL MINISTRY 2500 HOLY TRINITY LUTHERAN CHURCH 6812 RIVER ROAD NEWPORT NEWS VA 23607 NONE PC GENERAL FUND SUPPORT 2500 JESUIT HIGH SCHOOL 4701 N HIMES AVENUE TAMPA FL 33614 NONE PC GENERAL SUPPORT 100000 LOVE YOUR NEIGHBOR NOLA 5630 CROWDER BLVD NEW ORLEANS LA 70127 NONE PC GENERAL FUND SUPPORT 15000 MARINER'S MUSEUM AND PARK 100 MUSEUM DRIVE NEWPORT NEWS VA 23606 NONE PC GENERAL SUPPORT 100000 PEAKE CHILDHOOD CENTER 1306 THOMAS STREET HAMPTON VA 23669 NONE PC GENERAL SUPPORT FOR LOW INCOME EARLY CHILDHOOD EDUCATION 202500 PENINSULA PASTORAL COUNSELING CENTER 707 GUM ROCK COURT NEWPORT NEWS VA 23606 NONE PC GENERAL SUPPORT 5000 RIVERSIDE FOUNDATION 701 TOWN CENTER DRIVE SUITE 1000 NEWPORT NEWS VA 23606 NONE NC GENERAL SUPPORT 10000 SON OF A SAINT 2803 ST PHILIP STREET NEW ORLEANS LA 70119 NONE PC IMPROVING THE LIVES OF FATHERLESS BOYS IN NEW ORLELANS 210000 SOUNDSCAPES 11712 JEFFERSON AVENUE SUITE C 473 NEWPORT NEWS VA 23606 NONE PC GENERAL SUPPORT 366990 THRIVE PENINSULA 12749 NETTLES DRIVE NEWPORT NEWS VA 23606 NONE PC GENERAL SUPPORT 10000 UNITED WAY OF THE VIRGINIA PENINSULA 11820 FOUNTAIN WAY 206 NEWPORT NEWS VA 23606 NONE PC GENERAL SUPPORT 20000 US NAVAL ACADEMY FOUNDATION 301 KING GEORGE STREET ANNAPOLIS MD 21402 NONE PC SUPPORT OF NAVAL ACADEMY ANNUAL FUND, STEM AND MINORITY OUTREACH FOR ADMISSIONS. 250000 VIRGINIA CENTER FOR INCLUSIVE COMMUNITIES 5511 STAPLES MILL ROAD 202 RICHMOND VA 23228 NONE PC GENERAL SUPPORT 10000 VIRGINIA FOUNDATION FOR COMMUNITY COLLEGE EDUCATION 300 ARBORETUM PLACE SUITE 390 NORTH CHESTERFIELD VA 23236 NONE PC GENERAL SUPPORT 200000 VIRGINIA LIVING MUSEUM 524 J CLYDE MORRIS BLVD NEWPORT NEWS VA 23601 NONE PC GENERAL SUPPORT 250000 WHRO 5200 HAMPTON BLVD NORFOLK VA 23508 NONE PC GENERAL SUPPORT OF PUBLIC BROADCASTING 75000 WILLIAM & MARY BUSINESS SCHOOL FOUNDATION PO BOX 2220 WILLIAMSBURG VA 23187 NONE PC GENERAL FUND SUPPORT 5000 WILLIAM & MARY FOUNDATION PO BOX 1693 WILLIAMSBURG VA 23187 NONE PC SPONSORSHIP OF CAMP LAUNCH PROGRAM AND GENERAL SUPPORT 1000000 YMCA OF THE VIRGINIA PENINSULAS 41 OLD OYSTER POINT ROAD SUITE C NEWPORT NEWS VA 23602 NONE PC GENERAL SUPPORT 5000 3244490 0 14 2409161 18 3472 18 12452688 0 14865321 0 14865321 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 11285 5643 5642 HUNTINGTON INGALLS 1727519 15539839 GOLDMAN SACHS GQG PARTNERS AT COST 953750 997407 GOLDMAN SACH INTERNATIONAL AT COST 1410000 1611241 GUGGENHEIM TOTAL RETURN AT COST 8854140 9065853 INVESCO S&P MID CAP AT COST 550715 579455 INVESCO S&P SMALL CAP AT COST 624288 655867 INVESCO QQQ TRUST AT COST 5098309 5882018 ISHARES RUSSELL MID CAP AT COST 339241 964240 JOHN HANCOCK INTERNATIONAL AT COST 1286000 1549884 PACER GLOBAL CASH COWS AT COST 948147 1039321 PACER US CASH COWS AT COST 704831 774508 PIMCO INCOME INSTL AT COST 8685236 9066808 SCHWAB US DIVIDEND AT COST 3479488 3455823 VANGUARD S&P 500 ETF AT COST 307052 306039 VANGUARD SMALL CAP ETF AT COST 351808 974793 VANGUARD EQUITY-INCOME AT COST 3359000 3357238 VANGUARD TOTAL STOCK MARKET AT COST 4448000 7418808 VANGUARD TOTAL STOCK ETF AT COST 624527 2095102 LEGAL 573 287 286 RIDGEWOOD ENERGY V FUND 435 435 435 RIDGEWOOD ENERGY A-1 FUND, LLC 779 779 779 RIDGEWOOD ENERGY U FUND 2258 2258 2258 INVESTMENT FEES 159484 159484 0 NANCY B PETTERS 134 JAMES RIVER DRIVE NEWPORT NEWS VA 23601 CLEMENT M PETTERS 134 JAMES RIVER DRIVE NEWPORT NEWS VA 23601 FOREIGN TAXES 13380 13380 0 TAXES AND LICENSES 25 12 13 EXCISE TAX 360878 0 0