2025-11-09T20:45:19-05:00 2024-12-31 990PF 2024-01-01 202032429 RITA G AND DONALD J PATTERSON JR FAMILY FOUNDATION RITA 7039380899 2886 HIBBARD ST OAKTON VA 221242609 DONALD J PATTERSON JR PRESIDENT 7036279938 2025-11-10 2024 2025-03-06 01:10:19Z X 1571752 X X 42181 42181 0 142672 1066883 0 0 0 0 0 0 0 0 0 184853 42181 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 12084 0 0 0 12084 0 0 0 0 135966 12084 0 0 135966 172769 42181 0 125920 63799 63799 0 0 0 0 0 2019881 1227948 1507953 0 0 0 0 0 0 0 2145801 1291747 1571752 0 0 0 0 0 0 0 0 0 0 0 0 0 X 2145801 1291747 2145801 1291747 2145801 1291747 2145801 172769 2318570 1026823 1291747 586 586 586 0 0 0 586 0 0 false false false 0 0 0 false false false false false true true false false false false true TIMOTHY SCHIMKUS CPA 7036062450 10400 EATON PLACE SUITE 330 FAIRFAX VA 22030 false false false false false false false false false true false false false false false false false false false 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2023-02 Purchase 2024-08 JP MORGAN CHASE 3689 2524 0 0 MATCH GROUP 2022-09 Purchase 2024-11 MATCH GROUP 11448 20805 0 0 PFIZER 2023-07 Purchase 2025-11 PFIZER 9702 14589 0 0 PROGRESSIVE CORP 2022-05 Purchase 2024-08 PROGRESSIVE CORP 5697 2896 0 0 RESMED INC 2022-06 Purchase 2024-08 RESMED INC 10076 11973 0 0 VERIZON COMMUNICATIONS 2023-08 Purchase 2024-08 VERIZON COMMUNICATIONS 5540 5718 0 0 WELLS FARGO 2023-02 Purchase 2024-12 WELLS FARGO 1973 1329 0 0 SANOFI SPON 2023-02 Purchase 2024-12 SANOFI SPON 10972 11220 0 0 SIMON PROPERTY 2022-09 Purchase 2024-08 SIMON PROPERTY 11750 7725 0 0 SOLAREDGE TECHNOLOGIES 2022-09 Purchase 2024-08 SOLAREDGE TECHNOLOGIES 1982 23540 0 0 SUNRUN INC 2023-05 Purchase 2024-08 SUNRUN INC 5811 6090 0 0 T-MOBILE US INC 2022-05 Purchase 2024-08 TMOBILE US INC 3678 2586 0 0 UNITED PARCEL SERVICE 2023-08 Purchase 2024-11 UNITED PARCEL SERVICE 7980 11033 0 0 VALERO ENERGY 2023-02 Purchase 2024-08 VALERO ENERGY 10791 9815 0 0 BCE INC 2024-01 Purchase 2024-08 BCE 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CHEVRON CORP 2016-12 Purchase 2024-08 CHEVRON CORP 2767 2255 0 0 CISCO SYSTEM INC 2016-12 Purchase 2024-08 CISCO SYSTEM INC 3354 2018 0 0 CITIGROUP INC 2020-01 Purchase 2024-08 CITIGROUP INC 3381 4468 0 0 COMCAST CORP 2022-04 Purchase 2024-08 COMCAST CORP 2187 2209 0 0 CONOCOPHILLIPS 2016-12 Purchase 2024-08 CONOCOPHILLIPS 1426 668 0 0 DIAGEO PLC 2016-12 Purchase 2024-07 DIAGEO PLC 4628 3816 0 0 DOW INC 2016-12 Purchase 2024-12 DOW INC 7891 9661 0 0 DUKE ENERGY 2020-03 Purchase 2024-08 DUKE ENERGY 4601 3390 0 0 EXXON MOBILE 2017-04 Purchase 2024-08 EXXON MOBILE 9606 4404 0 0 GENERAL DYNAMICS 2020-02 Purchase 2024-08 GENERAL DYNAMICS 5868 3701 0 0 GENUINE PARTS CO 2018-02 Purchase 2024-08 GENUINE PARTS CO 1705 1173 0 0 HEALTHPEAK PPTYS 2016-12 Purchase 2024-08 HEALTHPEAK PPTYS 6762 8924 0 0 INTEL CORP 2016-12 Purchase 2024-11 INTEL CORP 4515 9796 0 0 ISHARES CORE S&P US VALUE 2021-01 Purchase 2024-08 ISHARES CORE S&P US VALUE 258622 182248 0 0 ISHARES CORE S&P US GROWTH 2021-01 Purchase 2024-12 ISHARES CORE S&P US GROWTH 212607 156201 0 0 ISHARES CORE S&P SMALL 2021-01 Purchase 2024-08 ISHARES CORE S&P SMALL 43903 40068 0 0 JP MORGAN CHASE 2016-12 Purchase 2024-08 JP MORGAN CHASE 10123 4081 0 0 MERCK & CO 2016-12 Purchase 2024-08 MERCK & CO 5004 2443 0 0 MORGAN STANLEY NEW 2019-06 Purchase 2024-08 MORGAN STANLEY NEW 6116 2745 0 0 NEXTERA ENERGY 2016-12 Purchase 2024-08 NEXTERA ENERGY 5411 2023 0 0 NOVARTIS AG SPON 2016-12 Purchase 2024-08 NOVARTIS AG SPON 4005 2031 0 0 PNC FINANCIAL SERVICES 2020-05 Purchase 2024-08 PNC FINANCIAL SERVICES 12965 9439 0 0 PHILIP MORRIS 2016-12 Purchase 2024-08 PHILIP MORRIS 3301 1983 0 0 RTX CORPORATION 2016-12 Purchase 2024-08 RTX CORPORATION 5771 3005 0 0 SIEMENS A G SPON 2017-09 Purchase 2024-08 SIEMENS A G SPON 4609 3475 0 0 TRUIST FINANCIAL CORP 2017-12 Purchase 2024-11 TRUIST FINANCIAL CORP 7478 8882 0 0 UNILEVER PLC 2016-12 Purchase 2024-08 UNILEVER PLC 2956 1914 0 0 UNITED PARCEL SERVICE 2020-08 Purchase 2024-11 UNITED PARCEL SERVICE 5852 7202 0 0 VANGUARD FTSE DEVELOPED 2021-01 Purchase 2024-09 VANGUARD FTSE DEVELOPED 104531 102789 0 0 VANGUARD FTSE EMERGING MARKETS 2021-01 Purchase 2024-08 VANGUARD FTSE EMERGING MARKETS 35575 44579 0 0 JOHNSON CTLS INTL 2016-12 Purchase 2024-08 JOHNSON CTLS INTL 3090 1864 0 0 CHUBB LTD 2016-12 Purchase 2024-08 CHUBB LTD 8097 3992 0 0 Solaredge Technologies 0 0 Simon Property Group 0 0 Match Group Inc 0 0 General Motors C0 0 0 Fleetcor Technologies 0 0 Ford Motor Co 0 0 Dominos Pizza Inc 0 0 United Parcel SVC 0 0 BRISTOL MYERS 0 0 EXELON CORPORATION 0 0 EQT CORP 0 0 FEDEC CORP 0 0 NIKE INC 0 0 SANOFI SPON ADR 0 0 SUNRUN INC 0 0 UNITED PARCEL SERVICE 0 0 INTEL CORP 0 0 VANGUARD EMERGING MARKETS 0 0 VANGUARD DEVELOPMENT MKT 0 0 ISHARES S&P SMALL CAP 0 0 PHILLIP MORRIS INTL 0 0 JOHNSON & JOHNSON 0 0 HEALTHPEAK PPTYS INC 0 0 DOW INC 0 0 DIAGEO PLC 0 0 CONOCOPHILLIPS 0 0 CROWN CASTLE 0 0 PFIXER INC 0 0 ISHARES FLOATING RATE BOND 27944 27933 VANGUARD SHORT TERM BOND 27878 27817 United Health Group 10540 10623 Progressive Crp 5012 10782 Nextera Energy 13976 12617 M&T Bank Corporation 13763 14477 Halliburton Company 8959 8347 Hartford Financial 6959 9955 General Dynamics 9936 11330 Baker Hughes Co 7569 13455 T-MOBILE US 6435 11257 STARBUCKS CORP 10651 10038 RESMED INC 10038 10520 Lowes Company 10134 11846 Comcast Corp 10870 9232 META PLATFORM 9035 15809 CONOCOPHILLIPS 10655 9223 AT&T INC 12365 15484 MERCK & CO INC 10689 9948 MICROSOFT CORP 10722 12223 CITIGROUP INC 11598 15627 CISCO SYSTEMS INC 10672 13024 ABBOTT LABS 10688 11311 AMAZON.COM 10598 15577 AMERICAN EXPRESS 7316 12465 AMGEN INC 9881 10426 APPLE INC 10668 13523 APPLIED MATERIALS 7876 10896 CATERPILLAR INC 9496 13785 CHEVRON CORP 10690 10428 COCA COLA CO 8703 8841 CORNING INC 8590 11975 DEERE AND CO 11397 11440 DOVER CORP 10933 13132 DUPONT DE NEMOURS 10892 11285 EASTMAN CHEMICAL CO 10809 11141 EATON CORP 8043 11284 GENERAL ELECTRIC 10566 21418 HERSHEY CO 10584 9822 HILTON WORLDWIDE HOLD 10591 14830 INTL BUSINESS MACHINE 8891 14509 JP MORGANCHASE 6731 11506 LABORATORY CORP 10242 11007 LAM RESEARCH CORP 7345 10112 LILLY ELI & CO 8559 11580 METLIFE INC 12194 13756 MICON TECHNOLOY 10735 11109 NORFOLK SOUTHERN 11134 10562 NXP SEMICONDUCTORS 8935 9561 ORACLE CORP 10719 17331 PARKER 10435 14629 PEPSICO INC 10693 9732 PROCTOR & GAMBLE 11466 13412 PULTE GROUOP INC 10647 11326 QUALCOMM INC 10475 11675 REPUBLIC SERVICES INC 7929 9858 RTX CORP 6714 9720 SCHWAB CHARLES CORP 10707 11176 Sempra 12400 12895 THERMO FISHER SCIENTIFIC 10424 10405 VSLERO ENERGY CORP 7884 8091 VERIZON COMMUNICATIONS INC 9033 9598 WALT DISNEY CO 10712 12805 WELLS FARGO & CO 9763 14399 TRUIST FINL CORP 5406 5596 BROADCOM 5386 7419 ALPHABET INC 15944 30948 CAPITAL ONE FINCL 5315 6776 FEDEX CORP 10696 10691 GENERAL MOTORS 11807 16034 HPME DEPOT INC 5145 5446 NVIDIA CORP 5409 5640 VANGUARD SHORT TERM BOND 13397 13397 ISHARES RUSSELL 1000 ETF 72662 76030 Ishares Core S&P Growth 51196 72405 ISAHRES CORE S&P US VALUE 44632 67585 ISHARES RUSSELL MIDCAP 36282 37658 SPDR S&P DIVIDEND 36214 34875 VANGUARD SMALL CAP 72466 76169 VANGUARD DIVIDEND APPRECIATION 26608 27025 VANGUARD TOTAL INTL STOCK 14566 13672 PFIZER INC 6827 5518 CONOCOPHILLIPS 3534 6644 Johnson Controls Inter 4060 8130 PNS FINANCIAL SERVICES 4539 8100 GENERAL DYNAMICS 4520 6587 NEXTERA ENERGY 2813 6524 LOWES COMPANIES 3149 8391 DUKE ENERGY 6027 7003 EXXON MOBILE 2622 6992 UNILEVER NV NY REG 4820 6634 TRAVELERS COS INC 4391 8672 TARGET CORP 3134 5542 SIEMENS AG 5017 7638 NOVARTIS ADR 3906 6033 MORGAN STANLEY 3275 9178 JP MORGAN CHASE & CO 2953 8150 JOHNSON & JOHNSON COM 7212 6508 GENUINE PARTS CO 4724 5955 CHUBB LTD 3593 7460 CHEVRON CORP 5536 7242 AT&T INC 8425 8493 CISCO SYSTEMS INC 5149 8525 CITIGROUP INC 7271 8588 COMCAST CORP 7051 6868 MERCK & CO 4192 6267 MICROSOFT CORP 842 5901 RTX CORP 3966 7175 BROADCOM INC 1781 9969 UNREALIZED LOSS 1026823 MANAGEMENT FEE 10400 0 0 0 TAX 1579 0 0 0 PENALTY 15 0 0 0 INTEREST EXPENSE 90 0 0 0