PETERSBURG METHODIST HOME FOR GIRLS: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- PETERSBURG METHODIST HOME FOR GIRLS (EIN 54-0542500)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-07-01
- IRS object ID
- 202431839349100118
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-07-01T12:07:11-05:00 | 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 | 810 SOUTHPARK BLVD 2ND FLOOR | AddressLine1Txt |
| City | COLONIAL HEIGHTS | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23834 | 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 | 540542500 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETERSBURG METHODIST HOME FOR GIRLS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PETE | BusinessNameControlTxt |
| Phone | 8047332011 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1688 | AddressLine1Txt |
| City | PETERSBURG | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 238051688 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM A YOUNG JR | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 8047332011 | PhoneNum |
| Signature | 2024-06-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WILLIAM | PersonFirstNm |
| Person Last | YOUNG JR | 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 | M JAMES HARTSON JR CPA | PreparerPersonNm |
| PTIN | P00590214 | PTIN |
| Phone | 8047335566 | 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-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,186,802 | 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 |
| Dividends Rev And Expnss | $87,532 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $87,532 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$36,276 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $676,980 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $51,256 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $87,532 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $6,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $6,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,390 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,695 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,695 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $20,695 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $20,695 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,280 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,443 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $449 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $347 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $347 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,596 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,596 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $37,308 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $24,833 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,087 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $160,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $160,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $197,408 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $24,833 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $171,187 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$146,152 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $62,699 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $219,859 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $198,019 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $198,019 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,922,988 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,861,904 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,235,920 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $858,928 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $795,709 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $752,863 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $3,001,775 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,855,632 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,186,802 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $105 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $114 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $105 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $114 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,001,670 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,855,518 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,001,670 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,855,518 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,001,775 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,855,632 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,001,670 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$146,152 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,855,518 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,855,518 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (159 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 26 SHS ARCH CAP GROUP LTD | P | 2020-09-17 | 2023-02-24 | $1,790 | $785 | $1,005 | $1,005 |
| 10 SHS ARCH CAP GROUP LTD | P | 2020-09-17 | 2023-05-25 | $720 | $302 | $418 | $418 |
| 40 SHS ARCH CAP GROUP LTD | P | 2020-09-17 | 2023-11-30 | $3,334 | $1,207 | $2,127 | $2,127 |
| 5 SHS ARCH CAP GROUP LTD | P | 2020-09-21 | 2023-12-06 | $399 | $142 | $257 | $257 |
| 9 SHS ACTIVISION BLIZZARD | P | 2022-11-02 | 2023-07-17 | $837 | $660 | $177 | $177 |
| 22 SHS ACTIVISION BLIZZARD | P | 2022-11-02 | 2023-07-31 | $2,038 | $1,614 | $424 | $424 |
| 26 SHS ACTIVISION BLIZZARD | P | 2022-11-02 | 2023-09-25 | $2,443 | $1,907 | $536 | $536 |
| 1 SHS ACTIVISION BLIZZARD | P | 2022-11-02 | 2023-10-11 | $94 | $73 | $21 | $21 |
| 32 SHS ACTIVISION BLIZZARD | P | 2022-11-07 | 2023-10-11 | $3,021 | $2,284 | $737 | $737 |
| 10 SHS ACTIVISION BLIZZARD | P | 2023-02-06 | 2023-10-11 | $944 | $725 | $219 | $219 |
| 30 SHS BANK OF AMERICA CORP | P | 2018-12-12 | 2023-12-06 | $935 | $741 | $194 | $194 |
| 25 SHS BANK OF AMERICA CORP | P | 2020-10-30 | 2023-12-06 | $779 | $586 | $193 | $193 |
| 26 SHS BERKSHIRE HATHAWAY B | P | 2022-07-22 | 2023-11-30 | $9,360 | $7,477 | $1,883 | $1,883 |
| 16 SHS ANHEUSER BUSCH INBEV ADR | P | 2021-04-08 | 2023-12-04 | $1,011 | $1,033 | -$22 | -$22 |
| 36 SHS ANHEUSER BUSCH INBEV ADR | P | 2022-01-14 | 2023-12-04 | $2,275 | $2,420 | -$145 | -$145 |
| 16 SHS CROWN CASTLE INC REIT | P | 2023-07-11 | 2023-12-06 | $1,888 | $1,840 | $48 | $48 |
| 20 SHS CISCO SYSTEMS INC | P | 2021-01-21 | 2023-11-30 | $964 | $900 | $64 | $64 |
| 30 SHS CISCO SYSTEMS INC | P | 2021-03-15 | 2023-11-30 | $1,446 | $1,476 | -$30 | -$30 |
| 20 SHS CISCO SYSTEMS INC | P | 2021-01-21 | 2023-12-08 | $968 | $900 | $68 | $68 |
| 26 SHS CVS HEALTH CORP | P | 2020-09-01 | 2023-12-06 | $1,906 | $1,568 | $338 | $338 |
| 6 SHS DELL TECHNOLOGIES IN C | P | 2020-01-29 | 2023-07-12 | $333 | $144 | $189 | $189 |
| 15 SHS DELL TECHNOLOGIES IN C | P | 2020-01-29 | 2023-11-30 | $1,130 | $362 | $768 | $768 |
| 22 SHS DOLLAR TREE INC | P | 2020-01-14 | 2023-05-09 | $3,414 | $1,971 | $1,443 | $1,443 |
| 25 SHS DOLLAR TREE INC | P | 2019-12-02 | 2023-06-21 | $3,572 | $2,234 | $1,338 | $1,338 |
| 115 SHS EXELON CORP | P | 2022-10-21 | 2023-12-15 | $4,167 | $4,147 | $20 | $20 |
| 35 SHS EXELON CORP | P | 2023-11-30 | 2023-12-15 | $1,268 | $1,340 | -$72 | -$72 |
| 8 SHS FLEETCOR TECHNOLOGIE | P | 2021-11-23 | 2023-12-06 | $2,019 | $1,792 | $227 | $227 |
| 2 SHS FLEETCOR TECHNOLOGIE | P | 2023-10-30 | 2023-12-06 | $505 | $444 | $61 | $61 |
| 0.25 SHS LIBERTY MEDIA CORP | P | 2019-06-24 | 2023-08-07 | $9 | $10 | -$1 | -$1 |
| 30 SHS LIBERTY MEDIA CORP | P | 2016-03-31 | 2023-08-14 | $1,028 | $934 | $94 | $94 |
| 12.25 SHS LIBERTY MEDIA CORP | P | 2019-06-24 | 2023-08-14 | $420 | $475 | -$55 | -$55 |
| 12.5 SHS LIBERTY MEDIA CORP | P | 2020-03-24 | 2023-08-14 | $428 | $358 | $70 | $70 |
| 12.5 SHS LIBERTY MEDIA CORP | P | 2020-03-27 | 2023-08-14 | $428 | $391 | $37 | $37 |
| 3.75 SHS LIBERTY MEDIA CORP | P | 2023-04-25 | 2023-08-14 | $128 | $107 | $21 | $21 |
| 1 SHS LOCKHEED MARTIN CORP | P | 2021-10-27 | 2023-12-08 | $450 | $334 | $116 | $116 |
| 15 SHS LIBERTY MEDIA CORP | P | 2019-06-24 | 2023-12-08 | $401 | $416 | -$15 | -$15 |
| 4830.143 SHS MERCER CORE FIXED INCOME I | P | 2022-01-04 | 2023-07-20 | $43,254 | $49,995 | -$6,741 | -$6,741 |
| 20000 SHS MERCER CORE FIXED INCOME I | P | 2022-01-04 | 2023-10-19 | $168,776 | $207,011 | -$38,235 | -$38,235 |
| 1 SHS MCKESSON CORP | P | 2018-08-10 | 2023-12-06 | $454 | $124 | $330 | $330 |
| 88 SHS THE MOSAIC CO | P | 2022-05-25 | 2023-09-25 | $3,142 | $5,212 | -$2,070 | -$2,070 |
| 28 SHS MERCK & CO. INC. | P | 2021-02-24 | 2023-12-06 | $2,961 | $1,999 | $962 | $962 |
| 5 SHS MERCK & CO. INC. | P | 2021-02-24 | 2023-12-08 | $517 | $357 | $160 | $160 |
| 75 SHS NEWS CORP NEW A | P | 2023-02-15 | 2023-10-16 | $1,594 | $1,432 | $162 | $162 |
| 2 SHS PROGRESSIVE CO OHIO | P | 2021-02-24 | 2023-09-25 | $283 | $181 | $102 | $102 |
| 36 SHS PROGRESSIVE CO OHIO | P | 2021-03-04 | 2023-09-25 | $5,087 | $3,149 | $1,938 | $1,938 |
| 43 SHS POST HOLDINGS INC | P | 2019-06-18 | 2023-05-25 | $3,693 | $3,076 | $617 | $617 |
| 25 SHS POST HOLDINGS INC | P | 2019-06-24 | 2023-05-25 | $2,147 | $1,753 | $394 | $394 |
| 8 SHS POST HOLDINGS INC | P | 2019-11-22 | 2023-05-25 | $687 | $553 | $134 | $134 |
| 25 SHS POST HOLDINGS INC | P | 2019-08-07 | 2023-08-04 | $2,192 | $1,683 | $509 | $509 |
| 25 SHS POST HOLDINGS INC | P | 2019-10-09 | 2023-08-04 | $2,192 | $1,687 | $505 | $505 |
| 17 SHS POST HOLDINGS INC | P | 2019-11-22 | 2023-08-04 | $1,490 | $1,174 | $316 | $316 |
| 15 SHS POST HOLDINGS INC | P | 2022-03-21 | 2023-08-04 | $1,315 | $1,019 | $296 | $296 |
| 8 SHS POST HOLDINGS INC | P | 2022-03-22 | 2023-08-04 | $701 | $540 | $161 | $161 |
| 5 SHS POST HOLDINGS INC | P | 2022-03-24 | 2023-08-04 | $438 | $322 | $116 | $116 |
| 1 SHS REGENERON PHARMS INC | P | 2021-07-01 | 2023-12-08 | $845 | $569 | $276 | $276 |
| 71 SHS RAYTHEON TECHNOLOGIE | P | 2020-07-17 | 2023-06-21 | $7,014 | $4,392 | $2,622 | $2,622 |
| 25 SHS RAYTHEON TECHNOLOGIE | P | 2021-03-04 | 2023-06-21 | $2,470 | $1,856 | $614 | $614 |
| 25 SHS CHARLES SCHWAB CORP | P | 2020-02-28 | 2023-07-18 | $1,646 | $1,004 | $642 | $642 |
| 11 SHS CHARLES SCHWAB CORP | P | 2020-03-27 | 2023-07-18 | $724 | $380 | $344 | $344 |
| 14 SHS TJX COMPANIES INC | P | 2020-03-23 | 2023-12-08 | $1,241 | $489 | $752 | $752 |
| 590 SHS VANGUARD SHRT INF PROT SEC INDEX ETF | P | 2021-12-09 | 2023-10-19 | $27,709 | $30,774 | -$3,065 | -$3,065 |
| 25 SHS VERIZON COMMUNICATN | P | 2016-11-02 | 2023-10-30 | $859 | $1,184 | -$325 | -$325 |
| 70 SHS VERIZON COMMUNICATN | P | 2017-04-20 | 2023-10-30 | $2,405 | $3,398 | -$993 | -$993 |
| 25 SHS VERIZON COMMUNICATN | P | 2017-05-17 | 2023-10-30 | $859 | $1,121 | -$262 | -$262 |
| 75 SHS VERIZON COMMUNICATN | P | 2018-05-09 | 2023-10-30 | $2,577 | $3,479 | -$902 | -$902 |
| 25 SHS VERIZON COMMUNICATN | P | 2020-11-04 | 2023-10-30 | $859 | $1,434 | -$575 | -$575 |
| 35 SHS VERIZON COMMUNICATN | P | 2021-03-15 | 2023-10-30 | $1,203 | $1,935 | -$732 | -$732 |
| 22 SHS VERIZON COMMUNICATN | P | 2022-09-16 | 2023-10-30 | $756 | $908 | -$152 | -$152 |
| 81 SHS VERIZON COMMUNICATN | P | 2022-09-27 | 2023-10-30 | $2,783 | $3,175 | -$392 | -$392 |
| 42 SHS VERIZON COMMUNICATN | P | 2022-12-05 | 2023-10-30 | $1,443 | $1,559 | -$116 | -$116 |
| 25 SHS WELLS FARGO & CO | P | 2020-04-24 | 2023-11-30 | $1,108 | $670 | $438 | $438 |
| 75 SHS WELLS FARGO & CO | P | 2020-06-30 | 2023-11-30 | $3,325 | $1,929 | $1,396 | $1,396 |
| 50 SHS WELLS FARGO & CO | P | 2020-05-18 | 2023-12-06 | $2,248 | $1,274 | $974 | $974 |
| 17 SHS WELLS FARGO & CO | P | 2020-10-08 | 2023-12-08 | $778 | $426 | $352 | $352 |
| 100 SHS WILLIAMS COS INC | P | 2020-01-30 | 2023-11-30 | $3,653 | $2,089 | $1,564 | $1,564 |
| 50 SHS WILLIAMS COS INC | P | 2020-02-04 | 2023-11-30 | $1,826 | $1,085 | $741 | $741 |
| 27 SHS WILLIAMS COS INC | P | 2020-01-30 | 2023-12-01 | $1,002 | $564 | $438 | $438 |
| 5 SHS WILLIS TOWERS WATSON | P | 2022-03-24 | 2023-11-30 | $1,217 | $1,174 | $43 | $43 |
| 6 SHS WILLIS TOWERS WATSON | P | 2022-04-28 | 2023-11-30 | $1,460 | $1,348 | $112 | $112 |
| 26 SHS ARCH CAP GROUP LTD | P | 2020-09-17 | 2023-02-24 | $1,790 | $785 | $1,005 | $1,005 |
| 9 SHS ARCH CAP GROUP LTD | P | 2020-09-17 | 2023-05-25 | $648 | $272 | $376 | $376 |
| 41 SHS ARCH CAP GROUP LTD | P | 2020-09-17 | 2023-12-06 | $3,268 | $1,237 | $2,031 | $2,031 |
| 5 SHS ARCH CAP GROUP LTD | P | 2020-09-21 | 2023-12-08 | $392 | $142 | $250 | $250 |
| 2 SHS APPLIED MATERIALS | P | 2019-05-24 | 2023-12-08 | $298 | $80 | $218 | $218 |
| 8 SHS ACTIVISION BLIZZARD | P | 2022-11-02 | 2023-07-17 | $744 | $587 | $157 | $157 |
| 22 SHS ACTIVISION BLIZZARD | P | 2022-11-02 | 2023-07-31 | $2,038 | $1,614 | $424 | $424 |
| 27 SHS ACTIVISION BLIZZARD | P | 2022-11-02 | 2023-09-25 | $2,537 | $1,980 | $557 | $557 |
| 1 SHS ACTIVISION BLIZZARD | P | 2022-11-02 | 2023-10-11 | $94 | $73 | $21 | $21 |
| 32 SHS ACTIVISION BLIZZARD | P | 2022-11-07 | 2023-10-11 | $3,021 | $2,284 | $737 | $737 |
| 10 SHS ACTIVISION BLIZZARD | P | 2023-02-06 | 2023-10-11 | $944 | $725 | $219 | $219 |
| 25 SHS BANK OF AMERICA CORP | P | 2017-09-08 | 2023-12-06 | $779 | $581 | $198 | $198 |
| 37 SHS BANK OF AMERICA CORP | P | 2020-10-30 | 2023-12-06 | $1,153 | $868 | $285 | $285 |
| 25 SHS BERKSHIRE HATHAWAY B | P | 2022-07-22 | 2023-11-30 | $9,000 | $7,189 | $1,811 | $1,811 |
| 16 SHS ANHEUSER BUSCH INBEV ADR | P | 2021-04-08 | 2023-12-04 | $1,011 | $1,033 | -$22 | -$22 |
| 36 SHS ANHEUSER BUSCH INBEV ADR | P | 2022-01-14 | 2023-12-04 | $2,275 | $2,420 | -$145 | -$145 |
| 12 SHS CROWN CASTLE INC REIT | P | 2023-07-11 | 2023-12-06 | $1,416 | $1,380 | $36 | $36 |
| 25 SHS CISCO SYSTEMS INC | P | 2019-06-24 | 2023-11-30 | $1,205 | $1,435 | -$230 | -$230 |
| 5 SHS CISCO SYSTEMS INC | P | 2021-01-21 | 2023-11-30 | $241 | $225 | $16 | $16 |
| 25 SHS CISCO SYSTEMS INC | P | 2021-03-15 | 2023-11-30 | $1,205 | $1,230 | -$25 | -$25 |
| 20 SHS CISCO SYSTEMS INC | P | 2021-01-21 | 2023-12-08 | $968 | $900 | $68 | $68 |
| 7 SHS CVS HEALTH CORP | P | 2020-09-01 | 2023-12-06 | $513 | $422 | $91 | $91 |
| 15 SHS CVS HEALTH CORP | P | 2020-09-15 | 2023-12-06 | $1,100 | $867 | $233 | $233 |
| 8 SHS DELL TECHNOLOGIES IN C | P | 2020-01-07 | 2023-07-12 | $444 | $197 | $247 | $247 |
| 26 SHS DELL TECHNOLOGIES IN C | P | 2022-12-14 | 2023-07-12 | $1,443 | $1,083 | $360 | $360 |
| 16 SHS DELL TECHNOLOGIES IN C | P | 2020-01-07 | 2023-11-30 | $1,205 | $394 | $811 | $811 |
| 21 SHS DOLLAR TREE INC | P | 2020-01-14 | 2023-05-09 | $3,259 | $1,882 | $1,377 | $1,377 |
| 25 SHS DOLLAR TREE INC | P | 2019-12-02 | 2023-06-21 | $3,572 | $2,234 | $1,338 | $1,338 |
| 115 SHS EXELON CORP | P | 2022-10-21 | 2023-12-15 | $4,167 | $4,147 | $20 | $20 |
| 35 SHS EXELON CORP | P | 2023-11-30 | 2023-12-15 | $1,268 | $1,340 | -$72 | -$72 |
| 4 SHS FLEETCOR TECHNOLOGIE | P | 2021-11-23 | 2023-12-06 | $1,009 | $896 | $113 | $113 |
| 6 SHS FLEETCOR TECHNOLOGIE | P | 2023-10-30 | 2023-12-06 | $1,514 | $1,332 | $182 | $182 |
| 0.5 SHS LIBERTY MEDIA CORP | P | 2021-03-04 | 2023-08-07 | $17 | $23 | -$6 | -$6 |
| 36.25 SHS LIBERTY MEDIA CORP | P | 2016-03-31 | 2023-08-14 | $1,242 | $1,128 | $114 | $114 |
| 6.25 SHS LIBERTY MEDIA CORP | P | 2019-06-24 | 2023-08-14 | $214 | $243 | -$29 | -$29 |
| 12.5 SHS LIBERTY MEDIA CORP | P | 2020-03-24 | 2023-08-14 | $428 | $358 | $70 | $70 |
| 14.5 SHS LIBERTY MEDIA CORP | P | 2021-03-04 | 2023-08-14 | $497 | $653 | -$156 | -$156 |
| 2.5 SHS LIBERTY MEDIA CORP | P | 2023-04-25 | 2023-08-14 | $86 | $71 | $15 | $15 |
| 1 SHS LOCKHEED MARTIN CORP | P | 2021-01-21 | 2023-12-08 | $450 | $340 | $110 | $110 |
| 20 SHS LIBERTY MEDIA CORP | P | 2021-03-04 | 2023-12-08 | $535 | $644 | -$109 | -$109 |
| 18580.265 SHS MERCER CORE FIXED INCOME I | P | 2022-01-05 | 2023-10-19 | $156,793 | $191,760 | -$34,967 | -$34,967 |
| 85 SHS THE MOSAIC CO | P | 2022-05-25 | 2023-09-25 | $3,035 | $5,034 | -$1,999 | -$1,999 |
| 4 SHS THE MOSAIC CO | P | 2023-04-25 | 2023-09-25 | $143 | $171 | -$28 | -$28 |
| 28 SHS MERCK & CO. INC. | P | 2021-02-24 | 2023-12-06 | $2,961 | $1,999 | $962 | $962 |
| 5 SHS MERCK & CO. INC. | P | 2021-02-24 | 2023-12-08 | $517 | $357 | $160 | $160 |
| 75 SHS NEWS CORP NEW A | P | 2023-02-15 | 2023-10-16 | $1,594 | $1,432 | $162 | $162 |
| 35 SHS PROGRESSIVE CO OHIO | P | 2021-03-04 | 2023-09-25 | $4,946 | $3,061 | $1,885 | $1,885 |
| 20 SHS POST HOLDINGS INC | P | 2019-06-24 | 2023-05-25 | $1,718 | $1,402 | $316 | $316 |
| 25 SHS POST HOLDINGS INC | P | 2019-11-22 | 2023-05-25 | $2,147 | $1,727 | $420 | $420 |
| 12 SHS POST HOLDINGS INC | P | 2021-03-04 | 2023-05-25 | $1,031 | $826 | $205 | $205 |
| 14 SHS POST HOLDINGS INC | P | 2022-03-21 | 2023-05-25 | $1,202 | $951 | $251 | $251 |
| 50 SHS POST HOLDINGS INC | P | 2019-08-07 | 2023-08-04 | $4,383 | $3,363 | $1,020 | $1,020 |
| 17 SHS POST HOLDINGS INC | P | 2022-03-21 | 2023-08-04 | $1,490 | $1,155 | $335 | $335 |
| 16 SHS POST HOLDINGS INC | P | 2022-03-22 | 2023-08-04 | $1,403 | $1,081 | $322 | $322 |
| 14 SHS POST HOLDINGS INC | P | 2022-03-24 | 2023-08-04 | $1,227 | $901 | $326 | $326 |
| 1 SHS REGENERON PHARMS INC | P | 2021-07-01 | 2023-12-08 | $845 | $569 | $276 | $276 |
| 75 SHS RAYTHEON TECHNOLOGIE | P | 2020-07-17 | 2023-06-21 | $7,410 | $4,639 | $2,771 | $2,771 |
| 20 SHS RAYTHEON TECHNOLOGIE | P | 2020-08-06 | 2023-06-21 | $1,976 | $1,192 | $784 | $784 |
| 25 SHS CHARLES SCHWAB CORP | P | 2020-02-12 | 2023-07-18 | $1,646 | $1,194 | $452 | $452 |
| 20 SHS CHARLES SCHWAB CORP | P | 2020-02-28 | 2023-07-18 | $1,317 | $803 | $514 | $514 |
| 14 SHS TJX COMPANIES INC | P | 2020-03-23 | 2023-12-08 | $1,241 | $489 | $752 | $752 |
| 390 SHS VANGUARD SHRT INF PROT SEC INDEX ETF | P | 2021-12-09 | 2023-10-19 | $18,316 | $20,342 | -$2,026 | -$2,026 |
| 55 SHS VERIZON COMMUNICATN | P | 2016-03-31 | 2023-10-30 | $1,890 | $2,973 | -$1,083 | -$1,083 |
| 75 SHS VERIZON COMMUNICATN | P | 2017-04-20 | 2023-10-30 | $2,577 | $3,641 | -$1,064 | -$1,064 |
| 25 SHS VERIZON COMMUNICATN | P | 2017-05-17 | 2023-10-30 | $859 | $1,121 | -$262 | -$262 |
| 50 SHS VERIZON COMMUNICATN | P | 2018-05-09 | 2023-10-30 | $1,718 | $2,321 | -$603 | -$603 |
| 25 SHS VERIZON COMMUNICATN | P | 2020-11-04 | 2023-10-30 | $859 | $1,434 | -$575 | -$575 |
| 25 SHS VERIZON COMMUNICATN | P | 2021-03-15 | 2023-10-30 | $859 | $1,382 | -$523 | -$523 |
| 21 SHS VERIZON COMMUNICATN | P | 2022-09-16 | 2023-10-30 | $722 | $866 | -$144 | -$144 |
| 81 SHS VERIZON COMMUNICATN | P | 2022-09-27 | 2023-10-30 | $2,783 | $3,175 | -$392 | -$392 |
| 43 SHS VERIZON COMMUNICATN | P | 2022-12-05 | 2023-10-30 | $1,477 | $1,597 | -$120 | -$120 |
| 50 SHS WELLS FARGO & CO | P | 2020-05-18 | 2023-11-30 | $2,217 | $1,274 | $943 | $943 |
| 75 SHS WELLS FARGO & CO | P | 2020-06-30 | 2023-11-30 | $3,325 | $1,929 | $1,396 | $1,396 |
| 17 SHS WELLS FARGO & CO | P | 2020-10-08 | 2023-12-08 | $778 | $426 | $352 | $352 |
| 100 SHS WILLIAMS COS INC | P | 2020-01-30 | 2023-11-30 | $3,653 | $2,089 | $1,564 | $1,564 |
| 100 SHS WILLIAMS COS INC | P | 2020-02-04 | 2023-11-30 | $3,653 | $2,169 | $1,484 | $1,484 |
| 49 SHS WILLIAMS COS INC | P | 2020-01-30 | 2023-12-01 | $1,818 | $1,024 | $794 | $794 |
| 4 SHS WILLIS TOWERS WATSON | P | 2022-03-24 | 2023-11-30 | $974 | $939 | $35 | $35 |
| 5 SHS WILLIS TOWERS WATSON | P | 2022-04-28 | 2023-11-30 | $1,217 | $1,123 | $94 | $94 |
| 2 SHS WILLIS TOWERS WATSON | P | 2022-04-28 | 2023-12-08 | $485 | $449 | $36 | $36 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$36,276 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $872 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $872 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $872 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,760 | 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 | $2,760 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,888 | OverpaymentAmt |
| Applied To ES Tax | $1,888 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | 0 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | JAMIE S MORINI | IndividualWithBooksNm |
| Phone | 8047332011 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 146 N SYCAMORE STREET | AddressLine1Txt |
| City | PETERSBURG | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 238030146 | 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 | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (9 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 |
|---|---|---|---|---|---|---|---|---|
| BETTY J FORBES | ||||||||
| POST OFFICE BOX 1688 | PETERSBURG | VA | 238051688 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| MARK H STEVENS | ||||||||
| POST OFFICE BOX 1688 | PETERSBURG | VA | 238051688 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| BRYAN CARPER | ||||||||
| POST OFFICE BOX 1688 | PETERSBURG | VA | 238051688 | TREASURER | 0.25 | $0 | $0 | $0 |
| WILLIAM H TALLEY IV | ||||||||
| POST OFFICE BOX 1688 | PETERSBURG | VA | 238051688 | PRESIDENT | 0.25 | $0 | $0 | $0 |
| WILLIAM A YOUNG JR | ||||||||
| POST OFFICE BOX 1688 | PETERSBURG | VA | 238051688 | VICE PRESIDENT | 0.25 | $0 | $0 | $0 |
| LEIGHANN R ADAMS | ||||||||
| POST OFFICE BOX 1688 | PETERSBURG | VA | 238051688 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| PAMELA M COMSTOCK | ||||||||
| POST OFFICE BOX 1688 | PETERSBURG | VA | 238051688 | SECRETARY | 0.25 | $0 | $0 | $0 |
| KEVIN MASSENGILL | ||||||||
| POST OFFICE BOX 1688 | PETERSBURG | VA | 238051688 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| THAYER T BAIRD | ||||||||
| POST OFFICE BOX 1688 | PETERSBURG | VA | 238051688 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | GRANTS TO OTHER CHARITABLE ORGANIZATIONS | Description1Txt |
| Expenses1 | $80,100 | Expenses1Amt |
| Description2 | SCHOLARSHIPS TO COLLEGE STUDENTS | Description2Txt |
| Expenses2 | $80,000 | Expenses2Amt |
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 | $2,986,464 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $193,982 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,180,446 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,180,446 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $47,707 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,132,739 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $156,637 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $156,637 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $872 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $872 | TotalTaxAmt |
| Distributable Before Adj | $155,765 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $155,765 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $155,765 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $171,187 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $171,187 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $155,765 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $160,237 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $171,187 | QualifyingDistributionsAmt |
| Applied To Year1 | $160,237 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $10,950 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $144,815 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JAMIE S MORINI | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1688 | AddressLine1Txt |
| City | PETERSBURG | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 238051688 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8047332011 | RecipientPhoneNum |
| Recipient Email Address | JMORINI@WHTS.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | HOME'S SCHOLARSHIP AND GRANT APPLICATIONS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APRIL AND SEPTEMBER | SubmissionDeadlinesTxt |
| Restrictions On Awards | LIMITED TO RESIDENTS OF SOUTHSIDE VIRGINIA | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (56 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN RED CROSS OF CAPITAL VIRGINIA | ||||||
| 22 WEST WASHINGTON STREET | PETERSBURG | VA | 23805 | NONE | CHARITABLE GRANTS | $2,500 |
| DOWNTOWN CHURCHES UNITED INC HOPE CENTER | ||||||
| PO BOX 1202 | PETERSBURG | VA | 23805 | NONE | CHARITABLE GRANTS | $6,000 |
| FELLOWSHIP OF CHRISTIAN ATHLETES | ||||||
| 320 NEWCASTLE DRIVE | COLONIAL HEIGHTS | VA | 23834 | NONE | CHARITABLE GRANTS | $6,000 |
| HEART OF VIRGINIA COUNCIL BOY SCOUTS OF AMERICA | ||||||
| PO BOX 751 | PETERSBURG | VA | 23804 | NONE | CHARITABLE GRANTS | $7,500 |
| BRIGHTPOINT COMMUNITY COLLEGE FOUNDATION | ||||||
| 800 CHARTER COLONY PARKWAY | MIDLOTHIAN | VA | 23114 | NONE | CHARITABLE GRANTS | $10,000 |
| PETERSBURG FAMILY YMCA | ||||||
| 120 N MADISON STREET | PETERSBURG | VA | 23803 | NONE | CHARITABLE GRANTS | $8,000 |
| PETERSBURG SYMPHONY ORCHESTRA | ||||||
| PO BOX 2146 | PETERSBURG | VA | 23805 | NONE | CHARITABLE GRANTS | $1,000 |
| PREGNANCY SUPPORT CENTER OF THE TRI-CITIES | ||||||
| 700 S SYCAMORE STREET SUITE 12 | PETERSBURG | VA | 23803 | NONE | CHARITABLE GRANTS | $1,600 |
| SWIFT CREEK MILL THEATER | ||||||
| PO BOX 41 | COLONIAL HEIGHTS | VA | 23831 | NONE | CHARITABLE GRANTS | $8,000 |
| TRI-CITIES WORKCAMPS INC | ||||||
| PO BOX 1761 | PETERSBURG | VA | 23805 | NONE | CHARITABLE GRANTS | $4,000 |
| UNITED METHODIST FAMILY SERVICES | ||||||
| 3900 WEST BROAD STREET | RICHMOND | VA | 23230 | NONE | CHARITABLE GRANTS | $12,500 |
| RICHARD BLAND COLLEGE FOUNDATION | ||||||
| 11301 JOHNSON ROAD | SOUTH PRINCE GEORGE | VA | 23805 | NONE | CHARITABLE GRANTS | $5,000 |
| ST JOSEPH'S VILLA | ||||||
| 8000 BROOK ROAD | RICHMOND | VA | 23227 | NONE | CHARITABLE GRANTS | $3,000 |
| PRETTY PURPOSED | ||||||
| 19601 ENGLISH WELLS WAY UNIT 101 | CHESTER | VA | 23831 | NONE | CHARITABLE GRANTS | $5,000 |
| MACY BEVILLE | ||||||
| 21010 COX ROAD | SUTHERLAND | VA | 23885 | NONE | EDUCATIONAL SCHOLARSHIPS | $500 |
| KATIE PETERSON | ||||||
| 337 MALLARD DRIVE | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $500 |
| AUSTIN BENNETT | ||||||
| 704 WATERFRONT DRIVE | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| JAELA BRADFORD | ||||||
| 4519 FINNEY PLACE | CHESTER | VA | 23831 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| PRESTON BRANZELLE | ||||||
| 14021 HAPPY HILL ROAD | CHESTER | VA | 23831 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| CLAIRE CULBREATH | ||||||
| 7219 ANDERSON MILL ROAD | CHURCH ROAD | VA | 23833 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| CHRISTIAN KNOTT | ||||||
| 12925 COURTHOUSE ROAD | DINWIDDIE | VA | 23841 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| AARON LONG | ||||||
| 12100 WILSON ROAD | BLACKSTONE | VA | 23824 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| CIARA MCKENSIE | ||||||
| 361 ENON OAKS LANE | CHESTER | VA | 23836 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| NOAH SATTERWHITE | ||||||
| 4907 CLAYBON LANE | CHESTER | VA | 23831 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| BENNETT WALTERS | ||||||
| 12650 HATCHER DRIVE | CHURCH ROAD | VA | 23833 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| ANISA ISAAC | ||||||
| 5901 LARCHWOOD DRIVE | DISPUTANTA | VA | 23842 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,250 |
| MATTHEW NORWOOD | ||||||
| 6312 TRANQUILITY LANE | SUTHERLAND | VA | 23885 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,250 |
| KEVIN GUNN | ||||||
| 25350 MILL RUN ROAD | STONY CREEK | VA | 23882 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,500 |
| CAROLINE KINDER | ||||||
| 1531 MOUNT PLEASANT DRIVE | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,500 |
| MARY MARTINO | ||||||
| 902 GERMAR COURT | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,500 |
| ELIZABETH MILLER | ||||||
| 14606 HALIFAX ROAD | CARSON | VA | 23830 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,500 |
| DANIEL SMITH | ||||||
| 5206 SEQUOIA COURT | NORTH DINWIDDIE | VA | 23803 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,500 |
| SHELBY STEVENS | ||||||
| 24620 SMITH GROVE ROAD | NORTH DINWIDDIE | VA | 23803 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,500 |
| JAYLN CONKLIN | ||||||
| 5110 HART ROAD | SUTHERLAND | VA | 23885 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,750 |
| ALASIA DILLARD | ||||||
| 21091 PARHAM CIRCLE | JARRATT | VA | 23867 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,750 |
| AARON EZELL | ||||||
| 9047 ROWANTY ROAD | CARSON | VA | 23830 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,750 |
| CALEB FAULKNER | ||||||
| 513 BASTIAN PLACE | CHESTER | VA | 23836 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,750 |
| HANNAH FRAKES | ||||||
| 12945 HATCHER DRIVE | CHURCH ROAD | VA | 23833 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,750 |
| MACKENZIE GAMMON | ||||||
| 12000 HAWKINS ROAD | FORD | VA | 23850 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,750 |
| TAYLOR JENKINS | ||||||
| 124 LAURENS LANE | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,750 |
| SPENCER ALDERSON | ||||||
| 118 BRIARCLIFFE COURT | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $2,000 |
| ABIGAIL DRAPER | ||||||
| 13300 OLD MILL ROAD | MONTPELIER | VA | 23192 | NONE | EDUCATIONAL SCHOLARSHIPS | $2,000 |
| WILLIAM MEHFOUD | ||||||
| 131 DUNOON COURT | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $2,000 |
| MORGAN SCUDDER | ||||||
| 4604 LANDING CIRCLE | NORTH CHESTERFIELD | VA | 23236 | NONE | EDUCATIONAL SCHOLARSHIPS | $2,000 |
| SAVANNAH TALLEY | ||||||
| 14201 HOWLETT LINE DRIVE | SOUTH CHESTERFIELD | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $2,000 |
| NAKAYLA JONES | ||||||
| 13412 CASTLEWELLAN TERRACE | CHESTER | VA | 23836 | NONE | EDUCATIONAL SCHOLARSHIPS | $2,250 |
| TAYLOR ANDERSON | ||||||
| 619 WHIFFLETREE ROAD | NORTH CHESTERFIELD | VA | 23236 | NONE | EDUCATIONAL SCHOLARSHIPS | $2,500 |
| MIRANDA CLARKE | ||||||
| 15077 SANDY FIELD ROAD | STONY CREEK | VA | 23882 | NONE | EDUCATIONAL SCHOLARSHIPS | $2,500 |
| LAURA ROWLAND | ||||||
| 7506 COURTHOUSE ROAD | CHURCH ROAD | VA | 23833 | NONE | EDUCATIONAL SCHOLARSHIPS | $3,250 |
| SHANNON CORRIGAN | ||||||
| 6908 BIRCHETT DRIVE | PRINCE GEORGE | VA | 23875 | NONE | EDUCATIONAL SCHOLARSHIPS | $3,500 |
| JEREMIAH GILLIAM | ||||||
| 3221 DENISE ROAD | PETERSBURG | VA | 23805 | NONE | EDUCATIONAL SCHOLARSHIPS | $3,500 |
| ARMOND HARDY | ||||||
| 420 HIGH STREET APT 205 | PETERSBURG | VA | 23803 | NONE | EDUCATIONAL SCHOLARSHIPS | $3,500 |
| TIERRA PERRY | ||||||
| 200 CAVELIER DRIVE APT 1-106 | PETERSBURG | VA | 23805 | NONE | EDUCATIONAL SCHOLARSHIPS | $3,500 |
| JEREMY SCOTT | ||||||
| 6013 SPRINGBANK ROAD | SOUTH CHESTERFIELD | VA | 23803 | NONE | EDUCATIONAL SCHOLARSHIPS | $3,500 |
| JAQUAN TUCKER | ||||||
| 11718 DUNCAN ROAD | NORTH DINWIDDIE | VA | 23805 | NONE | EDUCATIONAL SCHOLARSHIPS | $3,500 |
| KELIS HARRISON | ||||||
| 3376 OAK WOOD CIRCLE | PETERSBURG | VA | 23805 | NONE | EDUCATIONAL SCHOLARSHIPS | $4,750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $160,100 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AUSTIN BENNETT | ||||||
| 704 WATERFRONT DRIVE | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| JAELA BRADFORD | ||||||
| 4519 FINNEY PLACE | CHESTER | VA | 23831 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| PRESTON BRANZELLE | ||||||
| 14021 HAPPY HILL ROAD | CHESTER | VA | 23831 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| CLAIRE CULBREATH | ||||||
| 7219 ANDERSON MILL ROAD | CHURCH ROAD | VA | 23833 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| CHRISTIAN KNOTT | ||||||
| 12925 COURTHOUSE ROAD | DINWIDDIE | VA | 23841 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| AARON LONG | ||||||
| 12100 WILSON ROAD | BLACKSTONE | VA | 23824 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| CIARA MCKENSIE | ||||||
| 361 ENON OAKS LANE | CHESTER | VA | 23836 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| NOAH SATTERWHITE | ||||||
| 4907 CLAYBON LANE | CHESTER | VA | 23831 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| BENNETT WALTERS | ||||||
| 12650 HATCHER DRIVE | CHURCH ROAD | VA | 23833 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| KEVIN GUNN | ||||||
| 25350 MILL RUN ROAD | STONY CREEK | VA | 23882 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| CAROLINE KINDER | ||||||
| 1531 MOUNT PLEASANT DRIVE | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| MARY MARTINO | ||||||
| 902 GERMAR COURT | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| SHELBY STEVENS | ||||||
| 24620 SMITH GROVE ROAD | NORTH DINWIDDIE | VA | 23803 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| WILLIAM MEHFOUD | ||||||
| 131 DUNOON COURT | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| NAKAYLA JONES | ||||||
| 13412 CASTLEWELLAN TERRACE | CHESTER | VA | 23836 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| TAYLOR ANDERSON | ||||||
| 619 WHIFFLETREE ROAD | NORTH CHESTERFIELD | VA | 23236 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| JEREMIAH GILLIAM | ||||||
| 3221 DENISE ROAD | PETERSBURG | VA | 23805 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| ELIZABETH MILLER | ||||||
| 14606 HALIFAX ROAD | CARSON | VA | 23830 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,500 |
| DANIEL SMITH | ||||||
| 5206 SEQUOIA COURT | NORTH DINWIDDIE | VA | 23803 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,500 |
| AARON EZELL | ||||||
| 9047 ROWANTY ROAD | CARSON | VA | 23830 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,750 |
| CALEB FAULKNER | ||||||
| 513 BASTIAN PLACE | CHESTER | VA | 23836 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,750 |
| HANNAH FRAKES | ||||||
| 12945 HATCHER DRIVE | CHURCH ROAD | VA | 23833 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,750 |
| MACKENZIE GAMMON | ||||||
| 12000 HAWKINS ROAD | FORD | VA | 23850 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,750 |
| ARMOND HARDY | ||||||
| 420 HIGH STREET APT 205 | PETERSBURG | VA | 23803 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,750 |
| TIERRA PERRY | ||||||
| 200 CAVELIER DRIVE APT 1-106 | PETERSBURG | VA | 23805 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,750 |
| JAQUAN TUCKER | ||||||
| 11718 DUNCAN ROAD | NORTH DINWIDDIE | VA | 23805 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $32,250 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $87,532 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$36,276 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $51,256 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $51,256 | TotalIncomeProducingActyAmt |
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 FEES | CategoryTxt |
| Amt | $5,390 | Amt |
| Net Investment Income | $2,695 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,695 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BONDS (BOND FUNDS) - UNRESTRICTED | $256,577 | $233,286 |
| BONDS (BOND FUNDS) - RESTRICTED | $256,896 | $233,287 |
| FIXED INCOME (BOND FUNDS) - RESTRICTED | $136,253 | $138,212 |
| FIXED INCOME (BOND FUNDS) - UNRESTRICTED | $145,983 | $148,078 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| STOCKS (EQUITIES) - UNRESTRICTED | $302,177 | $379,317 |
| BONDS (EQUITY FUNDS) - UNRESTRICTED | $434,850 | $544,409 |
| STOCKS (EQUITIES) - RESTRICTED | $301,793 | $378,540 |
| BONDS (EQUITY FUNDS) - RESTRICTED | $511,918 | $629,908 |
| EXCHANGE TRADED FUNDS - UNRESTRICTED | $142,733 | $137,313 |
| EXCHANGE TRADED FUNDS - RESTRICTED | $149,083 | $143,972 |
| OTHER ASSETS (EQUITY FUND) - RESTRICTED | $9,388 | $10,943 |
| OTHER ASSETS (EQUITY FUNDS) - UNRESTRICTED | $9,962 | $11,518 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSES | $460 | $0 | $460 |
| INSURANCE | $1,136 | $0 | $1,136 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $20,695 | Amt |
| Net Investment Income | $20,695 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $449 | $0 | $449 |
| FOREIGN TAXES | $1,443 | $1,443 | $0 |
| FEDERAL ESTIMATED TAXES | $1,388 | $0 | $0 |
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