2025-01-15T09:19:49-06:00 2024-02-29 540618213 HANTZMON WIEBEL LLP PO BOX 1408 CHARLOTTESVILLE VA 22902 990PF 2023-03-01 521279007 RIVES C MINOR AND ASALIE M PRESTON EDUCATIONAL FUND INC RIVE 4349639961 PO BOX 274 CHARLOTTESVILLE VA 229020274 RAYMOND CAREY PRESIDENT 4349639961 2025-01-15 1 0 HELENE H DOWNS P00359092 4342962156 2023 2024-10-15 13:58:12Z X 77965 X 15000 578 578 1306 1306 2396 32803 2396 19280 4280 24628 2463 22165 2850 0 2850 1386 1386 0 2156 0 2470 31020 3849 27485 9000 9000 40020 3849 36485 -20740 431 16206 7294 7294 67573 55745 70671 4019 4019 83779 63039 77965 0 0 X 1293157 1293157 0 0 -1209378 -1230118 83779 63039 83779 63039 83779 -20740 0 63039 0 63039 PUBLICLY TRADED SECURITIES P 32298 30407 1891 1891 CAPITAL GAINS DIVIDENDS P 505 505 505 2396 6 0 6 0 6 64 0 0 0 64 0 58 58 0 0 0 0 0 0 0 0 0 0 0 1 1 VA 1 0 0 0 0 1 MINORPRESTON.ORG BANK OF AMERICA TRUST DEPARTMENT 4349772367 PO BOX 351 CHARLOTTESVILLE VA 22902 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 RAYMOND L CAREY SR PO BOX 274 CHARLOTTESVILLE VA 229020274 PRESIDENT/DIRECTOR 5.00 0 0 0 KENDALL CARTER PO BOX 274 CHARLOTTESVILLE VA 229020274 DIRECTOR 5.00 0 0 0 MARGARET LITTLEPAGE PO BOX 274 CHARLOTTESVILLE VA 229020274 DIRECTOR 5.00 0 0 0 BRIAN MENARD PO BOX 274 CHARLOTTESVILLE VA 229020274 EXECUTIVE DIRECTOR 40.00 24628 0 0 RONICA TURNER PO BOX 274 CHARLOTTESVILLE VA 229020274 SECRETARY/DIRECTOR 5.00 0 0 0 KATHY JOHNSON HARRIS PO BOX 274 CHARLOTTESVILLE VA 229020274 DIRECTOR 5.00 0 0 0 NONE 0 NONE 0 THE FOUNDATION HAS NO DIRECT CHARITABLE ACTIVITIES. 0 THE FOUNDATION HAS NO PROGRAM-RELATED INVESTMENTS. 0 0 72175 11113 0 83288 0 0 83288 1249 82039 4102 4102 6 6 4096 0 4096 0 4096 36485 0 36485 4096 0 0 110902 93873 94535 49108 26925 375343 36485 0 0 0 4096 32389 0 0 407732 0 0 0 0 0 0 110902 296830 93873 94535 49108 26925 32389 X BRIAN P MENARD PO BOX 274 CHARLOTTESVILLE VA 229020274 4349639961 APPLICATION FORMS ARE AVAILABLE FROM APPROPRIATE OFFICIALS IN EACH SCHOOL IN THE GEOGRAPHICAL AREAS SPECIFIED IN (D) BELOW. NOTIFICATION IS MADE TO SELECTED COLLEGES AND UNIVERSITIES. MARCH 15 OF EACH YEAR GRANTS ARE LIMITED TO RESIDENTS OF THE CITY OF CHARLOTTESVILLE, VA , ALBEMARLE COUNTY, VA , AND ALL COUNTIES CONTIGUOUS TO ALBEMARLE COUNTY, VA AND WHO ARE MEMBERS OF A RACIAL MINORITY GROUP OR ARE OTHERWISE CULTURALLY DISADVANTAGED AND WHO ARE ENROLLED IN AN EDUCATIONAL INSTITUTION DESCRIBED IN SECTION 170(B)(1)(A)(II) OF THE IRC OF 1986, AS AMENDED. HALLE BROCKETT 2260 MECHUM PL CHARLOTTESVILLE VA 22901 NONE I SCHOLARSHIP FOR TUITION & BOOKS 1500 KAYLA SCOTT 8838 CHESTNUT GROVE RD ESMONT VA 22937 NONE I SCHOLARSHIP FOR TUITION & BOOKS 4500 RYAN HOFFMAN 7886 GREENWOOD STATION RD GREENWOOD VA 22943 NONE I SCHOLARSHIP FOR TUITION & BOOKS 1500 ANIYAH MOORE 2307 GREENBRIER DR CHARLOTTESVILLE VA 22901 NONE I SCHOLARSHIP FOR TUITION & BOOKS 1500 9000 0 14 578 14 1306 18 2396 0 4280 0 4280 0 0 0 0 0 0 0 0 0 0 X X 1 TWENTIETH CENTURY MERCHANTS FUND OF CHARLOTTESVILLE-ALBEMARL 1006 E JEFFERSON STREET CHARLOTTESVILLE VA 229025368 10000 X 2 BAMA WORKS FUND 114 4TH STREET SE CHARLOTTESVILLE VA 22902 5000 X ACCOUNTING FEES 2850 0 2850 101.0 SHS OF ISHARES RUSSELL MID-CAP ETF AT COST 3691 6222 14.0 VANGUARD 500 AT COST 2268 2726 163.38 SHS OF CREDIT SUISSE COMMODITY-RETURN STRATEGY FUND CL I AT COST 4321 3603 168.2 SHS OF ABBEY CAPITAL FUTURES STRATEGY FUND CL I AT COST 1776 1785 193.38 SHS OF DIAMOND HILL FDS AT COST 3678 4932 20.00 SHS OF ISHARES S&P 100 ETF AT COST 4073 5788 206.87 SHS OF PIMCO DYNAMIC BOND FUND AT COST 1837 1777 236.7 SHS OF NEUBERGER BERMAN LONG SHORT FUND INSTL CL AT COST 2916 3387 251.91 SHS OF HARTFORD SCHRODERS EMERGING MARKETS EQUITY FUND AT COST 2590 3586 26.64 SHS OF CONESTOGA SMALL CAP FUND INSTL CL AT COST 1736 2073 312.81 SHS OF NATIXIS LOOMIS SAYLES GROWTH FUND CL Y AT COST 2588 4896 37.0 SHS OF VANGUARD FTSE EMERGING MKTS ETF AT COST 1384 1436 40.0 ISHARES MIN VOLUME EAFE ETF AT COST 1666 2013 45.54 SHS OF ALLSPRING SPECIAL SMALL CAP VALUE FUND AT COST 1849 2161 52.95 SHS OF OAKMARK INTL FUND INSTL CL AT COST 619 887 565.68 SHS OF BLACKROCK EVENT DRIVEN EQUITY FUND INSTL SHS AT COST 4831 4978 6.0 SHS OF ISHARES RUSSELL 2000 ETF AT COST 1584 2037 60.32 SHS OF HARDING LOEVNER FDS INC INTL EQTY PR AT COST 794 909 64.19 SHS OF BLACKROCK MID CAP GROWTH EQUITY PORTFOLIO CL I AT COST 1595 1996 98.54 SHS OF MFS MID CAP VALUE FUND CL R5 AT COST 1753 2695 CATALYST MILLBURN HEDGE STRATEGY FUND AT COST 3387 3391 EATON VANCE GLB MACRO AT COST 1781 1790 VANGUARD 500 INDEX FUND AT COST 3028 5603 TELEPHONE EXPENSE 1247 0 1247 OFFICE SUPPLIES 909 0 1223 WEB EXPENSES 0 0 0 BANK OF AMERICA TRUST DEPT. FEES 1386 1386 0