PETERSBURG HOME FOR LADIES INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- PETERSBURG HOME FOR LADIES INC (EIN 54-0515720)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-13
- IRS object ID
- 202441349349103909
- 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-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-13T15:12:39-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 540504608 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROWN EDWARDS & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 TOWN CENTER DRIVE SUITE 700 | AddressLine1Txt |
| City | NEWPORT NEWS | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 540515720 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETERSBURG HOME FOR LADIES INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PETE | BusinessNameControlTxt |
| Phone | 8047330148 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 311 SOUTH JEFFERSON STREET | AddressLine1Txt |
| City | PETERSBURG | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23803 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARBARA FINNEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8047330148 | PhoneNum |
| Signature | 2024-05-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BARBARA | PersonFirstNm |
| Person Last | FINNEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LESLIE F ROBERTS | PreparerPersonNm |
| PTIN | P00040492 | PTIN |
| Phone | 7578731033 | PhoneNum |
| Preparation | 2024-05-03 | PreparationDt |
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-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,779,865 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $296 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $296 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $296 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $245,353 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $245,353 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $245,353 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $20,435 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $20,435 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $20,435 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $9,896 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | -$255,244 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,792,602 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $2,748,609 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,454 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $2,748,609 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,759,449 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $267,538 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $3,014,693 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $113,088 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $11,309 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $49,590 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $52,189 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $3,153,104 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $15,766 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $1,682,209 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,455,129 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $707,039 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $3,535 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $377,212 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $326,292 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $832 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $42 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $406 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $384 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $25,469 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,273 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $12,441 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $11,754 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,865 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $143 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $1,400 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,322 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $15,660 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $784 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $7,650 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $7,227 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $198,479 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $6,331 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $192,148 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $114,163 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $571 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $60,907 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $52,685 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,798 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $19 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $2,026 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,753 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $639,225 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,021 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $361,165 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $277,247 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,973,722 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $44,794 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $2,747,154 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,185,982 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,973,722 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $44,794 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $2,747,154 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,185,982 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,214,273 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $222,744 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $267,539 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $400 | CashBOYAmt |
| Cash EOY | $77 | CashEOYAmt |
| Cash EOYFMV | $77 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $410,954 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $466,530 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $466,530 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $4,538 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $2,249 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $4,538 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $4,538 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $9,853,778 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,266,973 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,813,548 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $228,492 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $148,941 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $68,041 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $79,551 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $393,000 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $524,565 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $524,565 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $570,072 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $5,365,689 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,430,479 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,634,166 | LandBOYAmt |
| Land EOY | $1,935,210 | LandEOYAmt |
| Land EOYFMV | $1,532,100 | LandEOYFMVAmt |
| Total Assets BOY | $12,494,153 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,277,444 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,779,865 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $11,921 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $9,485 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $11,921 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,485 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $11,915,674 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $9,645,386 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $566,558 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $622,573 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,482,232 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,267,959 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,494,153 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,277,444 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,482,232 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,214,273 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,267,959 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,267,959 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 2023-12-31 | $3,792,602 | $4,046,157 | -$253,555 | -$253,555 | |
| DISPOSAL OF PROPERTY AND EQUIPMENT | 2023-12-31 | $1,689 | -$1,689 | -$1,689 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$255,244 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt Operating Foundations | Yes (X) | ExemptOperatingFoundationsInd |
| Ruling Letter | 2008-09-04 | RulingLetterDt |
| Not Applicable | N/A | NotApplicableCd |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.PETERSBURGHOMEFORLADIES.COM | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HOME | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8047330148 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 311 SOUTH JEFFERSON STREET | AddressLine1Txt |
| City | PETERSBURG | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23803 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (13 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MRS MAUREEN MCCLURE | ||||||||
| 16610 LANIER ROAD | SOUTH PRINCE GEORGE | VA | 23805 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MRS BARBARA FINNEY | ||||||||
| 10958 BLAND RIDGE DRIVE | SOUTH PRINCE GEORGE | VA | 23805 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| MRS CAROLYN BROWN | ||||||||
| 419 WATERFRONT DRIVE | COLONIAL HEIGHTS | VA | 23834 | FIRST VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| MRS JONNEE SUE GRIZZARD | ||||||||
| 10872 BLAND RIDGE DRIVE | SOUTH PRINCE GEORGE | VA | 23805 | TREASURER | 1.00 | $0 | $0 | $0 |
| MRS ELIZABETH JOHNSON | ||||||||
| 12702 OLD SAINT ANDREWS PLACE | CHESTER | VA | 23836 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MRS CAROLE CHURN | ||||||||
| 16990 SHANDS ROAD | SOUTH PRINCE GEORGE | VA | 23805 | SECOND VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| MRS WENDY STEVENS | ||||||||
| 1117 FORT HAYES DR | SOUTH PRINCE GEORGE | VA | 23805 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MRS LINDA CROCKER | ||||||||
| 1731 BRANDON AVENUE | PETERSBURG | VA | 23805 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MRS KITTY GWALTNEY | ||||||||
| 10609 JOHNSON ROAD | SOUTH PRINCE GEORGE | VA | 23805 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MRS ELLEN LEE | ||||||||
| 1129 OAKRIDGE ROAD | PETERSBURG | VA | 23805 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MRS ANGIE MORRIS | ||||||||
| 850 CLUB RIDGE COURT | CHESTER | VA | 23836 | SECRETARY | 1.00 | $0 | $0 | $0 |
| MRS ELIZABETH HOWARD | ||||||||
| 4001 GROVE AVE APT 2 | RICHMOND | VA | 23221 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JESSICA HANCOCK | ||||||||
| 15501 PRINCE GEORGE DRIVE | DISPUTANTA | VA | 23842 | ADMINISTRATOR | 40.00 | $113,088 | $11,845 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| COURTENAY STULL COMER | ||||||||
| 8000 KENTUCKY DERBY DR | MIDLOTHIAN | VA | 23112 | DIRECTOR OF NURSING | 40.00 | $106,154 | $0 | $0 |
| JULIE BRAM | ||||||||
| 412 CLINTON STREET | PETERSBURG | VA | 23803 | NURSING | 40.00 | $91,537 | $11,845 | $0 |
| TIMOTHY BRINKLEY | ||||||||
| 10163 CLEARWOOD ROAD | CHESTERFIELD | VA | 23832 | ASSISTANT ADMINISTRA | 40.00 | $88,906 | $9,476 | $0 |
| FRANCIS SCOTT PORTER | ||||||||
| 6613 JACKSON STREET | MATOACA | VA | 23803 | DIETARY | 40.00 | $67,091 | $11,845 | $0 |
| STACY RILEY | ||||||||
| 3014 WOODLAWN AVE | COLONIAL HEIGHTS | VA | 23834 | HEALTHCARE COORDINAT | 40.00 | $62,003 | $14,221 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIPBOARD HEALTH | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 340 S LEMON AVE 5028 | AddressLine1Txt |
| City | WALNUT | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91789 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | AGENCY STAFFING | ServiceTypeTxt |
| Compensation | $65,650 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION OPERATES A RESIDENTIAL HOME FOR ELDERLY LADIES PROVIDING COMFORT AND CARE FOR APPROXIMATELY 50 FULL TIME RESIDENTS. | Description1Txt |
| Expenses1 | $4,933,136 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,144,334 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $656,187 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,495,172 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,295,693 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,295,693 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $169,435 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,126,258 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $556,313 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,185,982 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $513,022 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $2,699,004 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2008-09-04 | PrivateOperatingFndtnRulingDt |
| Section4942j5 | Yes (X) | Section4942j5Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,699,004 | CurrentYearAmt |
| Year1 | $1,963,363 | Year1Amt |
| Year2 | $1,505,724 | Year2Amt |
| Year3 | $1,469,325 | Year3Amt |
| Total | $7,637,416 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,699,004 | CurrentYearAmt |
| Year1 | $1,963,363 | Year1Amt |
| Year2 | $1,505,724 | Year2Amt |
| Year3 | $1,469,325 | Year3Amt |
| Total | $7,637,416 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $370,875 | CurrentYearAmt |
| Year1 | $431,779 | Year1Amt |
| Year2 | $488,751 | Year2Amt |
| Year3 | $454,474 | Year3Amt |
| Total | $1,745,879 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
| Total Grant Or Contri Pd Dur Yr | $0 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| RESIDENTS' FEES | $2,721,787 |
| OTHER FEES | $25,368 |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $296 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $245,353 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $9,896 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $1,454 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$255,244 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,755 | ExclusionAmt |
| Related Or Exempt Function Incm | $2,747,155 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,748,910 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 1A | RESIDENTS PAY A MONTHLY FEE TO OFFSET THE COSTS OF OPERATING THE HOME |
| 1B | OTHER MISCELLANEOUS INCOME OFFSETS OTHER COSTS OF OPERATING THE HOME |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING & AUDIT | CategoryTxt |
| Amt | $25,469 | Amt |
| Net Investment Income | $1,273 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $12,441 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $11,754 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK - SUNTRUST | StockNm |
| EOY Book Value | $7,266,973 | EOYBookValueAmt |
| EOYFMV | $7,813,548 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BENEFICIAL INTEREST IN TRUST | AT COST | $524,365 | $569,872 |
| OTHER | AT COST | $200 | $200 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $832 | LegalFeesAmt |
| Net Investment Income | $42 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $406 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $384 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOOD | $200,138 | $0 | $107,776 | $92,362 |
| REPAIRS AND MAINTENANCE | $102,713 | $0 | $55,312 | $47,401 |
| POSTAGE AND SUPPLIES | $159,784 | $0 | $86,045 | $73,739 |
| INSURANCE | $100,538 | $503 | $53,638 | $46,397 |
| RESIDENTS SOCIAL EXPENSE | $9,753 | $0 | $5,252 | $4,501 |
| MISCELLANEOUS | $62,091 | $310 | $48,934 | $12,847 |
| RENTAL EXPENSES | $4,208 | $4,208 | $4,208 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ROYALTY INCOME | $1,454 | $1,454 | $1,454 |
| RESIDENTS' FEES | $2,721,787 | $2,721,787 | |
| OTHER FEES | $25,368 | $25,368 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WITHHOLDING PAYABLE | Desc |
| BOY Book Value | $11,921 | BOYBookValueAmt |
| EOY Book Value | $9,485 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL | CategoryTxt |
| Amt | $2,865 | Amt |
| Net Investment Income | $143 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,400 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,322 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| UNEMPLOYMENT TAX | $1,213 | $61 | $593 | $560 |
| REAL ESTATE | $14,096 | $705 | $6,886 | $6,505 |
| OTHER TAXES | $351 | $18 | $171 | $162 |