Totals
- Total revenue
- $1,113,544
- Total expenses
- $801,473
- Contributions and grants received
- $0
- Grants paid
- $641,000
- Program service revenue
- $0
- Investment income
- $1,113,544
- Other revenue
- $0
- Total assets, end of year
- $20,230,334
- Total liabilities, end of year
- $15,946,390
- Net assets or fund balances, end of year
- $4,283,944
- Program services expenses (Part IX)
- $801,473
- Management and general expenses
- $0
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $801,473
Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
3 · Investment income
total $584,859 · excluded $584,859
-
7a · Gross sales of assets other than inventory
securities $7,395,368
-
7b · Less cost or other basis and sales expenses
securities $6,866,683
-
7c · Gain or loss
securities $528,685
-
7d · Net gain or loss
total $528,685 · excluded $528,685
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $641,000 · program services $641,000
-
11f · Fees: investment management
total $160,473 · program services $160,473
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $249,941 · end of year $211,180
-
4 · Accounts receivable
beginning of year $9,523 · end of year $18,538
-
12 · Investments: other securities
beginning of year $18,862,987 · end of year $20,000,616
-
25 · Other liabilities
beginning of year $15,946,390 · end of year $15,946,390
-
27 · Net assets without donor restrictions
beginning of year $3,176,061 · end of year $4,283,944
Mission and programs · 2024
Mission
SEE SCHEDULE O
Activities or mission (Part I)
THE EXCLUSIVE PURPOSES OF THIS TRUST ARE EDUCATIONAL AND CHARITABLE. THE TRUST IS FORMED AS A SUPPORTING ORGANIZATION UNDER SECTION 509(A)(3) TO SUPPORT THE EXEMPT PURPOSES OF ITS SOLE BENEFICIARY - EDWARD VIA VIRGINIA COLLEGE OF OSTEOPATHIC MEDICINE (VCOM).
-
IN ACCORDANCE WITH ITS EXEMPT MISSION, THE TRUST RECEIVES ANDHOLDS FUNDS ON BEHALF OF VCOM. THESE FUNDS ARE THEN INVESTED INTOVARIOUS PORTFOLIOS THAT GENERATE DIVIDEND AND INTEREST REVENUE.THE TRUST THEN MAKES DISTRIBUTIONS TO ITS BENEFICIARY, VCOM.
Expenses $801,473 · Grants $641,000
As filed on the 2024 return.
Listed in Part VII
-
John G Rocovich JrJOHN G ROCOVICH JR
CHAIRMAN, TRUSTEE, TREAS.
- Total calculated
- $0
- Hours/week
- 1 + 10 related
-
Elizabeth R ClineELIZABETH R CLINE
TRUSTEE, ASST. SECRETARY
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Frederick P Stratton JrFREDERICK P STRATTON JR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
David G HottmannDAVID G HOTTMANN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Michael HollandMICHAEL HOLLAND
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Dennis BarbourDENNIS BARBOUR
OFFICER, ASST. SECRETARY
- Total calculated
- $0
- Hours/week
- 1 + 1 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
-
SUPPORT
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
HARVEY W PETERS RESEARCH FOUNDATION
501(C)(3) · MANAGEMENT · SD
-
EDWARD VIA VIRGINIA COLLEGE OF OSTEOPATH
501(C)(3) · SCHOOL · VA
Directly controlled by SEE ATTACHED
-
VIA-BRADLEY COLLEGE OF ENGINEERING FOUND
501(C)(3) · MANAGEMENT · SD
-
MARION BRADLEY MEMORIAL FOUNDATION
501(C)(3) · MANAGEMENT · SD
-
501(C)(3) · SCHOOL · VA
Directly controlled by SEE ATTACHED
-
APPALACHIAN COLLEGE OF PHARMACY
501(C)(3) · SCHOOL · VA
Directly controlled by SEE ATTACHED
-
HARVEY W PETERS (VIRGINIA) HOLDING CORP
501(C)(2) · MANAGEMENT · VA
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 17 February 2026
- IRS schema version
- 2024v5.5
- Source object
- 202610489349301591
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