SOUTHSIDE HEALTH EDUCATION FOUNDATION: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: SOUTHSIDE HEALTH EDUCATION FOUNDATION (EIN 83-0458666)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-05-15
IRS object ID: 202401369349300240
Schema version: 2023v5.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule D
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-05-15T07:20:38-05:00	ReturnTs
Tax Period End	2023-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	541802979	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	DON ANDERSON & ASSOCIATES LTD	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	P O BOX 517	AddressLine1Txt
City	COLONIAL HEIGHTS	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	23834	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2023-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	830458666	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SOUTHSIDE HEALTH EDUCATION FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	SOUT	BusinessNameControlTxt
Phone	8045264848	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 867	AddressLine1Txt
City	COLONIAL HEIGHTS	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	238340867	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	RICHARD YATES	PersonNm
Person Title	CHARIMAN, CEO	PersonTitleTxt
Phone	8045264848	PhoneNum
Signature	2024-05-10	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	RICHARD	PersonFirstNm
Person Last	YATES	PersonLastNm

Field	Value	IRS element (for citing)
SSN	XXX-XX-XXXX	SSN

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (1)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	DON ANDERSON	PreparerPersonNm
PTIN	P00239432	PTIN
Phone	8045264848	PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	RICHARD YATES	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 867	AddressLine1Txt
City	COLONIAL HEIGHTS	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	238340867	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$141,570	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.SHEFVA.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	2006	FormationYr
Legal Domicile State	VA	LegalDomicileStateCd
Activity Or Mission	SOUTHSIDE HEALTH EDUCATION FOUNDATION (SHEF) PROVIDES FINANCIAL EDUCATIONAL ASSISTANCE TO RESIDENTS OF SOUTHSIDE VIRGINIA WHO HAVE THE DESIRE AND AMBITION TO BECOME HEALTH CARE PROVIDERS BUT WHO LACK SUFFICIENT FINANCIAL RESOURCES. SHEF ALSO SERVES AS A RESOURCE FOR INFORMATION THAT SUPPORTS HEALTH CARE OPPORTUNITIES IN OUR COMMUNITY.	ActivityOrMissionDesc
Voting Members Governing Body	7	VotingMembersGoverningBodyCnt
Voting Members Independent	7	VotingMembersIndependentCnt
Total Employee	1	TotalEmployeeCnt
Total Volunteers	0	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$1,005	PYContributionsGrantsAmt
CY Contributions Grants	$1,016	CYContributionsGrantsAmt
PY Program Service Revenue	$0	PYProgramServiceRevenueAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
PY Investment Income	$76,862	PYInvestmentIncomeAmt
CY Investment Income	$139,754	CYInvestmentIncomeAmt
PY Other Revenue	$0	PYOtherRevenueAmt
CY Other Revenue	$800	CYOtherRevenueAmt
PY Total Revenue	$77,867	PYTotalRevenueAmt
CY Total Revenue	$141,570	CYTotalRevenueAmt
PY Grants And Similar Paid	$300	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$300	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$0	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$3,117	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$11,331	PYOtherExpensesAmt
CY Other Expenses	$2,095	CYOtherExpensesAmt
PY Total Expenses	$11,631	PYTotalExpensesAmt
CY Total Expenses	$5,512	CYTotalExpensesAmt
PY Revenues Less Expenses	$66,236	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$136,058	CYRevenuesLessExpensesAmt
Total Assets BOY	$2,824,305	TotalAssetsBOYAmt
Total Assets EOY	$3,297,468	TotalAssetsEOYAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$121	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$2,824,305	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$3,297,347	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	THE RECEIPT AND DISTRIBUTION OF SCHOLARSHIP FUNDS, LOANS AND OTHER FUNDS TO QUALIFIED INDIVIDUALS WHO ARE AFFILIATED WITH THE CHARITIES SERVICE AREA AND WHO WISH TO PURSUE AN EDUCATION IN A HEALTH-RELATED FIELD.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	Yes (1)	SignificantChangeInd
Expense	$5,414	ExpenseAmt
Grant	$300	GrantAmt
Revenue	$800	RevenueAmt
Desc	SCHOLARSHIPS / AWARDS WERE AWARDED TO 2 RECIPIENTS. SCHOLARSHIPS / AWARDS WERE FUNDED BY THE LYONS-LIPCHAK FUND AND SOUTHSIDE HEALTH EDUCATION FOUNDATION. THE SCHOLARSHIPS / AWARDS WERE AWARDED TO INDIVIDUALS PERSUING A DEGREE IN THE FIELD OF NURSING.	Desc
Total Program Service Expenses	$5,414	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	0	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (1)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	0	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	0	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	0	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	0	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	0	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	0	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	1	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	7	GoverningBodyVotingMembersCnt
Independent Voting Member	7	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	Yes (1)	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	VA	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	DON ANDERSON & ASSOCIATES LTD	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	8045264848	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 517	AddressLine1Txt
City	COLONIAL HEIGHTS	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	23834	ZIPCd

Field	Value	IRS element (for citing)
No Listed Persons Compensated	Yes (X)	NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt
NANCY MCNEER
SECRETARY	1.00	Yes (X)	Yes (X)	$0	$0	$0
KAREN FAISON
DIRECTOR	1.00	Yes (X)		$0	$0	$0
RICHARD MIKE YATES
CHAIR, CEO	1.00	Yes (X)	Yes (X)	$0	$0	$0
YARDLEY FARQUHARSON
DIRECTOR	1.00	Yes (X)		$0	$0	$0
DEBORAH GARTER CLTC
DIRECTOR	1.00	Yes (X)		$0	$0	$0
BETTY SUE HROUDA RN
DIRECTOR	1.00	Yes (X)		$0	$0	$0
KENNETH L CORTRIGHT
VICE CHAIR, TREASURER	1.00	Yes (X)	Yes (X)	$0	$0	$0

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$0	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$0	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	0	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	0	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K	0	CntrctRcvdGreaterThan100KCnt
All Other Contributions	$1,016	AllOtherContributionsAmt
Total Contributions	$1,016	TotalContributionsAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$139,754	TotalRevenueColumnAmt
Exclusion	$139,754	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	REFUNDS RECEIVED	Desc
Business	611710	BusinessCd
Total Revenue Column	$800	TotalRevenueColumnAmt
Related Or Exempt Func Income	$800	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$800	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$141,570	TotalRevenueColumnAmt
Related Or Exempt Func Income	$800	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$139,754	ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$300	TotalAmt
Program Services	$300	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$2,835	TotalAmt
Program Services	$2,835	ProgramServicesAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$282	TotalAmt
Program Services	$282	ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$55	TotalAmt
Management And General	$55	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$40	TotalAmt
Management And General	$40	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$835	TotalAmt
Program Services	$835	ProgramServicesAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$484	TotalAmt
Program Services	$484	ProgramServicesAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$3	TotalAmt
Management And General	$3	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$102	TotalAmt
Program Services	$102	ProgramServicesAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$126	TotalAmt
Program Services	$126	ProgramServicesAmt

Other Expenses OtherExpensesGrp

Field	Value	IRS element (for citing)
Desc	DUES-CHAMBER OF COMMERC	Desc
Total	$450	TotalAmt
Program Services	$450	ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$5,512	TotalAmt
Program Services	$5,414	ProgramServicesAmt
Management And General	$98	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$5,811	BOYAmt
EOY	$1	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$146,343	BOYAmt
EOY	$155,814	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$1,253	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$1,202	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$153	BOYAmt
EOY	$51	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$2,671,998	BOYAmt
EOY	$3,141,602	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$2,824,305	BOYAmt
EOY	$3,297,468	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$121	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$121	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,538,144	BOYAmt
EOY	$1,984,719	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,286,161	BOYAmt
EOY	$1,312,628	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$2,824,305	BOYAmt
EOY	$3,297,347	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$2,824,305	BOYAmt
EOY	$3,297,468	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$136,058	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$336,983	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$1	OtherChangesInNetAssetsAmt
Info In Schedule O Part XII	Yes (X)	InfoInScheduleOPartXIIInd
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	Yes (1)	AccountantCompileOrReviewInd

Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
FS Audited	0	FSAuditedInd
Audit Committee	0	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Public Organization170	Yes (X)	PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$310,133	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$337,327	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$340,300	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,005	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,016	CurrentTaxYearAmt
Total	$989,781	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$310,133	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$337,327	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$340,300	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,005	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,016	CurrentTaxYearAmt
Total	$989,781	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total170	$989,781	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$58,932	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$74,459	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$100,915	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$76,862	CurrentTaxYearMinus1YearAmt
Current Tax Year	$139,755	CurrentTaxYearAmt
Total	$450,923	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,430	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus2 Years	$88	CurrentTaxYearMinus2YearsAmt
Current Tax Year	$800	CurrentTaxYearAmt
Total	$2,318	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$1,443,022	TotalSupportAmt
Public Support CY170	0.68590	PublicSupportCY170Pct
Public Support PY170	0.77990	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:	FormAndLineReferenceDesc
Explanation	FUNDRAISING MISC INCOME - 2019 AMOUNT: $ 1430. 2021 AMOUNT: $ 88. REFUNDS RECEIVED - 2023 AMOUNT: $ 800.	ExplanationTxt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$2,627,439	BeginningYearBalanceAmt
Contributions	$1,000	ContributionsAmt
Investment Earnings Or Losses	$163,568	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$300	GrantsOrScholarshipsAmt
End Year Balance	$2,791,707	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$3,157,575	BeginningYearBalanceAmt
Contributions	$1,000	ContributionsAmt
Investment Earnings Or Losses	-$530,836	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$300	GrantsOrScholarshipsAmt
End Year Balance	$2,627,439	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$2,824,628	BeginningYearBalanceAmt
Contributions	$1,000	ContributionsAmt
Investment Earnings Or Losses	$332,247	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$300	GrantsOrScholarshipsAmt
End Year Balance	$3,157,575	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$2,451,885	BeginningYearBalanceAmt
Contributions	$1,000	ContributionsAmt
Investment Earnings Or Losses	$372,043	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$300	GrantsOrScholarshipsAmt
End Year Balance	$2,824,628	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$2,112,538	BeginningYearBalanceAmt
Contributions	$3,500	ContributionsAmt
Investment Earnings Or Losses	$338,647	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$2,800	GrantsOrScholarshipsAmt
End Year Balance	$2,451,885	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.92620	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.01220	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.06160	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	0	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,253	OtherCostOrOtherBasisAmt
Depreciation	$1,202	DepreciationAmt
Book Value	$51	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$51	TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

Field	Value	IRS element (for citing)
Desc	PAYROLL TAXES PAYABLE	Desc
Amt	$121	Amt

Field	Value	IRS element (for citing)
Total Liability	$121	TotalLiabilityAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART V, LINE 4:	FormAndLineReferenceDesc
Explanation	THE ENDOWMENT FUNDS WILL BE USED FOR AWARDING OF SCHOLARSHIPS IN HEALTH CARE CAREERS	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART III, LINE 3	THE FOUNDATION TRANSFERRED THE LETTIE PATE WHITEHEAD FOUNDATION ENDOWMENT FUND TO BON SECOURS IN 2022. ALL OTHER ENDOWMENT FUND BALANCES REMAIN IN TACT TO BE ADMINISTERED BY SOUTHSIDE HEALTH EDUCATION FOUNDATION. SHEF ALSO HIRED A NEW FULL TIME EXECTIVE DIRECTOR IN DECEMBER 2023 TO REVAMP THE FOUNDATION SCHOLARSHIP AND FUNDRAISING ACTIVITIES, INCLUDING BRINGING BACK THE FOUNDATION'S EXPLORER PROGRAM FOR YOUNG STUDENTS DESIRING TO EXPLORE THE POSSIBILITY OF A CAREER IN THE HEALTH CARE INDUSTRY.
FORM 990, PART VI, SECTION A, LINE 4	THE BOARD AND EXECUTIVE DIRECTOR REVIEWED AND REVISED THE FOUNDATION BY-LAWS TO CLARIFY THE ROLES AND DUTIES OF THE OFFICERS AND THE EXECUTIVE DIRECTOR
FORM 990, PART VI, SECTION B, LINE 11B	THE RETURN IS PROVIDED TO THE EXECUTIVE DIRECTOR. ITEMS ON THE RETURN ARE REVIEWED AND ANY QUESTIONS ARE DISCUSSED WITH THE TAX PREPARER. THE EXECUTIVE DIRECTOR PRESENTS THE RETURN TO THE BOARD FOR THEIR APPROVAL. THE RETURN IS SIGNED BY THE CHAIR AND TREASURER.
FORM 990, PART VI, SECTION B, LINE 12C	DISCLOSURE STATEMENTS ARE SUBMITTED BY THE BOARD EACH JANUARY. IN ADDITION, BOARD MEMBERS MUST DISCLOSE ANY CONFLICT WITH ANY PROPOSED SCHOLARSHIP RECIPIENT AT THE TIME SCHOLARSHIP AWARDS ARE APPROVED.
FORM 990, PART VI, SECTION B, LINE 15	EXECUTIVE DIRECTOR'S SALARY WAS REVIEWED BY THE BOARD OF DIRECTORS AND AN INDEPENDENT ACCOUNTANT. PERFORMANCE, EXPECTATIONS, AND ACCOUNTABILITY WERE REVIEWED. A COMPARISON WAS DONE ON COMPENSATION PACKAGES FOR THIS INDUSTRY IN THE LOCAL AREA.
FORM 990, PART VI, SECTION C, LINE 19	GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS MAY BE SEEN BY SCHEDULING AN APPOINTMENT WITH THE FOUNDATION'S INDEPENDENT ACCOUNTANT. PLEASE CALL 804-526-4848 TO SCHEDULE AN APPOINTMENT.
FORM 990, PART XI, LINE 9:	ROUNDING 1.
FORM 990, PART XII, LINE 2C	WITH THE HIRING OF THE NEW FULL TIME EXECUTIVE DIRECTOR EFFECTIVE DECEMBER 2023, THE BOARD DECIDED TO BRING SOME ACCOUNTING FUNCTIONS IN HOUSE TO PROVIDE A BETTER SEPARATION OF DUTIES. THE EXECUTIVE DIRECTOR NOW RETRIEVES ALL MAIL FROM THE PO BOX, MAKES ALL BANK DEPOSITS OF CONTRIBUTIONS AND OTHER FUNDS RECEIVED, AND INITIATES ALL ELECTRONIC OR OTHER ACH PAYMENTS OF ANY FOUNDATION EXPENSES. PAYMENTS OF SCHOLARSHIPS AND AWARDS OR OTHER FOUNDATION EXPENSES TO BE PAID BY CHECK ARE STILL MANAGED BY THE INDEPENDENT ACCOUNTING FIRM. ALL PAYMENTS PROCESSED BY THE ACCOUNTING FIRM WILL BE SIGNED BY EITHER THE CHARIMAN, TREASURER OR EXECUTIVE DIRECTOR OF THE FOUNDATION. THE ACCOUNTANT WILL NO LONGER SIGN ANY PAYMENTS. THE INDEPENDENT ACCOUNTANT WILL RECONCILE ALL BANK AND CREDIT CARD ACCOUNTS AND PROVIDE THE FOUNDATION WITH MONTHLY COMPILED FINANCIAL STATEMENTS.