PETERSBURG METHODIST HOME FOR GIRLS: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- PETERSBURG METHODIST HOME FOR GIRLS (EIN 54-0542500)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-07-28
- IRS object ID
- 202202099349100610
- Schema version
- 2021v4.2
- 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 | 2022-07-28T12:15:25-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 100 FLANK ROAD | AddressLine1Txt |
| City | PETERSBURG | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 238059152 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | 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 | 2022-05-17 | 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 |
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 | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,636,095 | 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 | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $87,252 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $87,252 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $223,050 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $893,793 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $223,050 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $310,304 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $310,304 | 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 | $5,200 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $5,200 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,300 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,300 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $12,994 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12,994 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,304 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,051 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $394 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $343 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $343 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,497 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,497 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $26,938 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,345 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,734 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $135,950 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $135,950 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $162,888 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,345 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $145,684 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $147,416 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $293,959 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $44,677 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $63,980 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $63,980 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,818,246 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,099,116 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,730,799 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $972,425 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $819,671 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $841,316 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,835,348 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,982,767 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,636,095 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $96 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $99 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $96 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $99 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,835,252 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,982,668 | 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 | $2,835,252 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,982,668 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,835,348 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,982,767 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,835,252 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $147,416 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,982,668 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,982,668 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (130 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 25SHS ALEXION PHARMA INC | P | 2020-08-18 | 2021-07-07 | $4,596 | $2,566 | $2,030 | $2,030 |
| 65SHS CENTERPOINT ENERGY: CNP | P | 2021-03-04 | 2021-07-01 | $1,607 | $1,291 | $316 | $316 |
| 100SHS CORTEVA INC: CTVA | P | 2020-03-27 | 2021-03-04 | $4,383 | $2,473 | $1,910 | $1,910 |
| 40SHS CVS HEALTH CORP: CVS | P | 2021-03-15 | 2021-11-30 | $3,651 | $3,006 | $645 | $645 |
| 7SHS DOLLAR TREE INC: DLTR | P | 2021-03-04 | 2021-11-26 | $991 | $714 | $277 | $277 |
| 42SHS EBAY INC: EBAY | P | 2021-03-04 | 2021-08-30 | $3,254 | $2,244 | $1,010 | $1,010 |
| 8SHS EBAY INC: EBAY | P | 2021-03-04 | 2021-10-22 | $636 | $427 | $209 | $209 |
| 155SHS FIDELITY NTNL FINL, INC.: FNF | P | 2021-03-15 | 2021-07-01 | $6,828 | $6,572 | $256 | $256 |
| 25SHS FOX CORP CLASS A: FOXA | P | 2020-09-23 | 2021-03-04 | $974 | $649 | $325 | $325 |
| 25SHS IAC/INTERACTIVECORP NEW: IAC | P | 2020-11-18 | 2021-02-24 | $6,031 | $3,427 | $2,604 | $2,604 |
| 25SHS IAC/INTERACTIVECORP NEW: IAC | P | 2020-12-04 | 2021-02-24 | $6,031 | $3,616 | $2,415 | $2,415 |
| 10SHS IAC/INTERACTIVECORP NEW: IAC | P | 2020-12-07 | 2021-02-24 | $2,413 | $1,438 | $975 | $975 |
| 2183.119SHS NATIONWIDE CORE PLUS BOND R6: NWCIX | P | 2021-01-01 | 2021-12-09 | $22,962 | $23,336 | -$374 | -$374 |
| 278.51SHS TRANSAMERICA MULTI-ASSET INCOME I: | P | 2020-12-21 | 2021-03-25 | $3,687 | $3,509 | $178 | $178 |
| 317.402SHS TRANSAMERICA MULTI-ASSET INCOME I: | P | 2021-01-01 | 2021-07-27 | $4,454 | $4,286 | $168 | $168 |
| 50SHS VANGUARD S&P 500 ETF: VOO | P | 2020-12-02 | 2021-01-21 | $17,625 | $16,800 | $825 | $825 |
| 5SHS VANGUARD S&P 500 ETF: VOO | P | 2020-11-19 | 2021-03-15 | $1,815 | $1,636 | $179 | $179 |
| 25SHS VANGUARD S&P 500 ETF: VOO | P | 2020-12-02 | 2021-03-15 | $9,075 | $8,400 | $675 | $675 |
| 30SHS VANGUARD S&P 500 ETF IV: VOO | P | 2020-11-19 | 2021-04-08 | $11,243 | $9,816 | $1,427 | $1,427 |
| 44SHS VANGUARD S&P 500 ETF IV: VOO | P | 2020-11-19 | 2021-07-01 | $17,376 | $14,397 | $2,979 | $2,979 |
| 16SHS VERTEX PHARMACEUTICA: VRTX | P | 2021-07-01 | 2021-12-23 | $3,564 | $3,200 | $364 | $364 |
| 100SHS VIACOMCBS INC CLASS B: | P | 2020-03-27 | 2021-02-24 | $6,486 | $1,287 | $5,199 | $5,199 |
| 150SHS VIACOMCBS INC CLASS B: | P | 2020-04-03 | 2021-02-24 | $9,729 | $1,881 | $7,848 | $7,848 |
| 29SHS ALEXION PHARMA INC: ALXN | P | 2020-04-17 | 2021-07-19 | $5,190 | $2,921 | $2,269 | $2,269 |
| 5SHS ALEXION PHARMA INC | P | 2020-04-17 | 2021-07-07 | $919 | $504 | $415 | $415 |
| 16SHS ALEXION PHARMA INC | P | 2020-04-17 | 2021-07-12 | $2,986 | $1,612 | $1,374 | $1,374 |
| 35SHS APPLIED MATERIALS: AMAT | P | 2018-10-05 | 2021-03-15 | $3,991 | $1,306 | $2,685 | $2,685 |
| 5SHS APPLIED MATERIALS: AMAT | P | 2018-12-14 | 2021-03-15 | $570 | $168 | $402 | $402 |
| 75SHS BANK OF AMERICA CORP: BAC | P | 2017-09-18 | 2021-10-19 | $3,492 | $1,857 | $1,635 | $1,635 |
| 70SHS BANK OF AMERICA CORP: BAC | P | 2018-12-12 | 2021-10-19 | $3,259 | $1,730 | $1,529 | $1,529 |
| 35SHS BANK OF AMERICA CORP: BAC | P | 2020-10-08 | 2021-10-19 | $1,629 | $879 | $750 | $750 |
| 200SHS CENTERPOINT ENERGY: CNP | P | 2020-04-03 | 2021-07-01 | $4,944 | $2,754 | $2,190 | $2,190 |
| 100SHS CORTEVA INC: CTVA | P | 2019-09-26 | 2021-03-04 | $4,383 | $2,766 | $1,617 | $1,617 |
| 75SHS CORTEVA INC: CTVA | P | 2019-10-02 | 2021-03-04 | $3,287 | $2,025 | $1,262 | $1,262 |
| 50SHS CORTEVA INC: CTVA | P | 2019-11-18 | 2021-03-04 | $2,192 | $1,284 | $908 | $908 |
| 25SHS CVS HEALTH CORP: CVS | P | 2017-08-28 | 2021-11-30 | $2,282 | $1,893 | $389 | $389 |
| 5SHS CVS HEALTH CORP: CVS | P | 2018-05-18 | 2021-11-30 | $456 | $328 | $128 | $128 |
| 50SHS DELL TECHNOLOGIES: DELL | P | 2020-01-07 | 2021-07-06 | $4,925 | $2,514 | $2,411 | $2,411 |
| 4SHS DELL TECHNOLOGIES: DELL | P | 2020-01-29 | 2021-07-06 | $394 | $196 | $198 | $198 |
| 25SHS DOLLAR TREE INC: DLTR | P | 2019-07-23 | 2021-11-26 | $3,540 | $2,639 | $901 | $901 |
| 31SHS EBAY INC: EBAY | P | 2020-03-16 | 2021-10-22 | $2,466 | $1,014 | $1,452 | $1,452 |
| 19SHS EBAY INC: EBAY | P | 2020-03-16 | 2021-10-25 | $1,536 | $622 | $914 | $914 |
| 50SHS EBAY INC: EBAY | P | 2020-03-27 | 2021-10-25 | $4,043 | $1,516 | $2,527 | $2,527 |
| 50SHS FOX CORP CLASS A: FOXA | P | 2019-06-18 | 2021-03-04 | $1,948 | $1,824 | $124 | $124 |
| 50SHS FOX CORP CLASS A: FOXA | P | 2019-06-24 | 2021-03-04 | $1,948 | $1,798 | $150 | $150 |
| 75SHS FOX CORP CLASS A: FOXA | P | 2019-08-29 | 2021-03-04 | $2,922 | $2,469 | $453 | $453 |
| 60SHS LKQ CORP: LKQ | P | 2019-07-05 | 2021-11-16 | $3,543 | $1,601 | $1,942 | $1,942 |
| 25SHS LKQ CORP: LKQ | P | 2020-09-25 | 2021-11-16 | $1,476 | $675 | $801 | $801 |
| 49SHS LKQ CORP: LKQ | P | 2019-07-05 | 2021-12-09 | $2,818 | $1,308 | $1,510 | $1,510 |
| 41SHS LKQ CORP: LKQ | P | 2019-07-05 | 2021-12-21 | $2,286 | $1,094 | $1,192 | $1,192 |
| 1SHS LKQ CORP: LKQ | P | 2020-03-27 | 2021-12-21 | $56 | $21 | $35 | $35 |
| 99SHS LKQ CORP: LKQ | P | 2020-03-27 | 2021-12-21 | $5,576 | $2,041 | $3,535 | $3,535 |
| 9701.292SHS NATIONWIDE CORE PLUS BOND R6: NWCIX | P | 2020-01-01 | 2021-12-09 | $102,038 | $100,142 | $1,896 | $1,896 |
| 45SHS PPL CORP: PPL | P | 2018-02-27 | 2021-01-21 | $1,245 | $1,340 | -$95 | -$95 |
| 50SHS PPL CORP: PPL | P | 2018-03-12 | 2021-01-21 | $1,383 | $1,398 | -$15 | -$15 |
| 50SHS PPL CORP: PPL | P | 2018-06-06 | 2021-01-21 | $1,383 | $1,311 | $72 | $72 |
| 7274.36SHS TRANSAMERICA MULTI-ASSET INCOME I: | P | 2020-01-01 | 2021-03-25 | $96,288 | $73,776 | $22,512 | $22,512 |
| 1106.086SHS TRANSAMERICA MULTI-ASSET INCOME I: | P | 2020-01-01 | 2021-07-27 | $15,521 | $10,938 | $4,583 | $4,583 |
| 25SHS VIACOMCBS INC CLASS B: | P | 2019-10-09 | 2021-02-24 | $1,622 | $944 | $678 | $678 |
| 50SHS VIACOMCBS INC CLASS B: | P | 2019-10-17 | 2021-02-24 | $3,243 | $1,875 | $1,368 | $1,368 |
| 0.3157SHS VMWARE INC CLASS A: VMW | P | 2020-01-29 | 2021-11-02 | $41 | $18 | $23 | $23 |
| 125SHS WELLS FARGO & CO: WFC | P | 2020-04-24 | 2021-07-01 | $5,669 | $3,350 | $2,319 | $2,319 |
| 50SHS WELLS FARGO & CO: WFC | P | 2020-04-27 | 2021-07-01 | $2,268 | $1,406 | $862 | $862 |
| 25SHS ALEXION PHARMA INC | P | 2020-08-18 | 2021-07-07 | $4,596 | $2,566 | $2,030 | $2,030 |
| 13SHS BANK OF AMERICA CORP: BAC | P | 2020-10-30 | 2021-10-19 | $605 | $305 | $300 | $300 |
| 65SHS CENTERPOINT ENERGY: CNP | P | 2021-03-04 | 2021-07-01 | $1,607 | $1,291 | $316 | $316 |
| 50SHS CORTEVA INC: CTVA | P | 2020-03-27 | 2021-03-04 | $2,192 | $1,237 | $955 | $955 |
| 30SHS CVS HEALTH CORP: CVS | P | 2021-02-24 | 2021-11-30 | $2,738 | $2,101 | $637 | $637 |
| 10SHS DOLLAR TREE INC: DLTR | P | 2021-03-04 | 2021-11-26 | $1,416 | $1,019 | $397 | $397 |
| 30SHS EBAY INC: EBAY | P | 2021-03-04 | 2021-08-30 | $2,325 | $1,603 | $722 | $722 |
| 155SHS FIDELITY NTNL FINL, INC.: FNF | P | 2021-03-15 | 2021-07-01 | $6,828 | $6,572 | $256 | $256 |
| 25SHS IAC/INTERACTIVECORP NEW: IAC | P | 2020-11-18 | 2021-02-24 | $6,031 | $3,427 | $2,604 | $2,604 |
| 25SHS IAC/INTERACTIVECORP NEW: IAC | P | 2020-12-04 | 2021-02-24 | $6,031 | $3,616 | $2,415 | $2,415 |
| 10SHS IAC/INTERACTIVECORP NEW: IAC | P | 2020-12-07 | 2021-02-24 | $2,413 | $1,438 | $975 | $975 |
| 4098.874SHS NATIONWIDE CORE PLUS BOND R6: NWCIX | P | 2021-01-01 | 2021-12-09 | $43,108 | $43,507 | -$399 | -$399 |
| 50SHS PPL CORP: PPL | P | 2020-03-27 | 2021-01-21 | $1,383 | $1,252 | $131 | $131 |
| 239.486SHS TRANSAMERICA MULTI-ASSET INCOME I: | P | 2020-12-21 | 2021-03-25 | $3,170 | $3,018 | $152 | $152 |
| 285.093SHS TRANSAMERICA MULTI-ASSET INCOME I: | P | 2021-01-01 | 2021-07-27 | $3,999 | $3,850 | $149 | $149 |
| 155.019SHS TRANSAMERICA MULTI-ASSET INCOME I: | P | 2021-09-27 | 2021-12-09 | $2,230 | $2,175 | $55 | $55 |
| 70SHS VANGUARD S&P 500 ETF: VOO | P | 2020-12-02 | 2021-01-21 | $24,675 | $23,520 | $1,155 | $1,155 |
| 15SHS VANGUARD S&P 500 ETF: VOO | P | 2020-11-19 | 2021-03-15 | $5,445 | $4,908 | $537 | $537 |
| 5SHS VANGUARD S&P 500 ETF: VOO | P | 2020-12-02 | 2021-03-15 | $1,815 | $1,680 | $135 | $135 |
| 30SHS VANGUARD S&P 500 ETF IV: VOO | P | 2020-11-19 | 2021-04-08 | $11,243 | $9,816 | $1,427 | $1,427 |
| 35SHS VANGUARD S&P 500 ETF IV: VOO | P | 2020-11-19 | 2021-07-01 | $13,822 | $11,452 | $2,370 | $2,370 |
| 16SHS VERTEX PHARMACEUTICA: VRTX | P | 2021-07-01 | 2021-12-23 | $3,564 | $3,200 | $364 | $364 |
| 100SHS VIACOMCBS INC CLASS B: | P | 2020-03-27 | 2021-02-24 | $6,486 | $1,287 | $5,199 | $5,199 |
| 150SHS VIACOMCBS INC CLASS B: | P | 2020-04-03 | 2021-02-24 | $9,729 | $1,881 | $7,848 | $7,848 |
| 30SHS ALEXION PHARMA INC: ALXN | P | 2020-04-17 | 2021-07-19 | $5,369 | $3,022 | $2,347 | $2,347 |
| 4SHS ALEXION PHARMA INC | P | 2020-04-17 | 2021-07-07 | $735 | $403 | $332 | $332 |
| 16SHS ALEXION PHARMA INC | P | 2020-04-17 | 2021-07-12 | $2,986 | $1,612 | $1,374 | $1,374 |
| 20SHS APPLIED MATERIALS: AMAT | P | 2018-08-30 | 2021-03-15 | $2,281 | $871 | $1,410 | $1,410 |
| 25SHS APPLIED MATERIALS: AMAT | P | 2018-09-06 | 2021-03-15 | $2,851 | $1,020 | $1,831 | $1,831 |
| 15SHS BANK OF AMERICA CORP: BAC | P | 2017-09-18 | 2021-10-19 | $698 | $371 | $327 | $327 |
| 100SHS BANK OF AMERICA CORP: BAC | P | 2018-12-12 | 2021-10-19 | $4,655 | $2,471 | $2,184 | $2,184 |
| 50SHS BANK OF AMERICA CORP: BAC | P | 2018-12-14 | 2021-10-19 | $2,328 | $1,230 | $1,098 | $1,098 |
| 200SHS CENTERPOINT ENERGY: CNP | P | 2020-04-03 | 2021-07-01 | $4,944 | $2,754 | $2,190 | $2,190 |
| 50SHS CORTEVA INC: CTVA | P | 2019-06-25 | 2021-03-04 | $2,192 | $1,395 | $797 | $797 |
| 125SHS CORTEVA INC: CTVA | P | 2019-09-26 | 2021-03-04 | $5,479 | $3,458 | $2,021 | $2,021 |
| 75SHS CORTEVA INC: CTVA | P | 2019-10-02 | 2021-03-04 | $3,287 | $2,025 | $1,262 | $1,262 |
| 50SHS CORTEVA INC: CTVA | P | 2019-11-18 | 2021-03-04 | $2,192 | $1,284 | $908 | $908 |
| 10SHS CVS HEALTH CORP: CVS | P | 2017-08-28 | 2021-11-30 | $913 | $757 | $156 | $156 |
| 26SHS CVS HEALTH CORP: CVS | P | 2018-05-18 | 2021-11-30 | $2,373 | $1,703 | $670 | $670 |
| 51SHS DELL TECHNOLOGIES: DELL | P | 2020-01-07 | 2021-07-06 | $5,023 | $2,565 | $2,458 | $2,458 |
| 25SHS DOLLAR TREE INC: DLTR | P | 2019-07-23 | 2021-11-26 | $3,540 | $2,639 | $901 | $901 |
| 15SHS EBAY INC: EBAY | P | 2020-03-13 | 2021-08-30 | $1,162 | $509 | $653 | $653 |
| 10SHS EBAY INC: EBAY | P | 2020-03-13 | 2021-10-22 | $796 | $340 | $456 | $456 |
| 29SHS EBAY INC: EBAY | P | 2020-03-16 | 2021-10-22 | $2,307 | $949 | $1,358 | $1,358 |
| 21SHS EBAY INC: EBAY | P | 2020-03-16 | 2021-10-25 | $1,698 | $687 | $1,011 | $1,011 |
| 50SHS EBAY INC: EBAY | P | 2020-03-27 | 2021-10-25 | $4,043 | $1,516 | $2,527 | $2,527 |
| 75SHS FOX CORP CLASS A: FOXA | P | 2019-06-18 | 2021-03-04 | $2,922 | $2,737 | $185 | $185 |
| 75SHS FOX CORP CLASS A: FOXA | P | 2019-06-24 | 2021-03-04 | $2,922 | $2,694 | $228 | $228 |
| 50SHS FOX CORP CLASS A: FOXA | P | 2019-08-29 | 2021-03-04 | $1,948 | $1,646 | $302 | $302 |
| 57SHS LKQ CORP: LKQ | P | 2019-07-05 | 2021-11-16 | $3,366 | $1,521 | $1,845 | $1,845 |
| 50SHS LKQ CORP: LKQ | P | 2020-09-25 | 2021-11-16 | $2,953 | $1,349 | $1,604 | $1,604 |
| 50SHS LKQ CORP: LKQ | P | 2019-07-05 | 2021-12-09 | $2,876 | $1,334 | $1,542 | $1,542 |
| 24SHS LKQ CORP: LKQ | P | 2019-07-05 | 2021-12-21 | $1,352 | $640 | $712 | $712 |
| 44SHS LKQ CORP: LKQ | P | 2019-07-05 | 2021-12-21 | $2,453 | $1,174 | $1,279 | $1,279 |
| 75SHS LKQ CORP: LKQ | P | 2020-03-27 | 2021-12-21 | $4,224 | $1,546 | $2,678 | $2,678 |
| 3983.255SHS NATIONWIDE CORE PLUS BOND R6: NWCIX | P | 2020-01-01 | 2021-12-09 | $41,892 | $41,303 | $589 | $589 |
| 25SHS PPL CORP: PPL | P | 2018-02-27 | 2021-01-21 | $692 | $744 | -$52 | -$52 |
| 75SHS PPL CORP: PPL | P | 2018-06-06 | 2021-01-21 | $2,075 | $1,964 | $111 | $111 |
| 5425.167SHS TRANSAMERICA MULTI-ASSET INCOME I: | P | 2020-01-01 | 2021-03-25 | $71,805 | $53,313 | $18,492 | $18,492 |
| 782.523SHS TRANSAMERICA MULTI-ASSET INCOME I: | P | 2016-03-23 | 2021-07-27 | $10,976 | $7,638 | $3,338 | $3,338 |
| 1582.759SHS TRANSAMERICA MULTI-ASSET INCOME I: | P | 2020-01-01 | 2021-12-09 | $22,770 | $15,395 | $7,375 | $7,375 |
| 40SHS VIACOMCBS INC CLASS B: | P | 2019-10-17 | 2021-02-24 | $2,594 | $1,500 | $1,094 | $1,094 |
| 50SHS VIACOMCBS INC CLASS B: | P | 2020-02-03 | 2021-02-24 | $3,243 | $1,652 | $1,591 | $1,591 |
| 0.6376SHS VMWARE INC CLASS A: VMW | P | 2020-01-07 | 2021-11-02 | $83 | $37 | $46 | $46 |
| 150SHS WELLS FARGO & CO: WFC | P | 2020-04-24 | 2021-07-01 | $6,803 | $4,020 | $2,783 | $2,783 |
| 50SHS WELLS FARGO & CO: WFC | P | 2020-04-27 | 2021-07-01 | $2,272 | $1,406 | $866 | $866 |
| CAPITAL GAINS DIVIDENDS | P | $15,100 | $15,100 | $15,100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $223,050 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,086 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,086 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,086 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,440 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,440 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,354 | OverpaymentAmt |
| Applied To ES Tax | $2,354 | 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 |
| GALE BECK | ||||||||
| 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 | $68,650 | Expenses1Amt |
| Description2 | SCHOLARSHIPS TO COLLEGE STUDENTS | Description2Txt |
| Expenses2 | $67,300 | 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 | $3,508,340 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $53,341 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,561,681 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,561,681 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $53,425 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,508,256 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $175,413 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $175,413 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,086 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,086 | TotalTaxAmt |
| Distributable Before Adj | $171,327 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $171,327 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $171,327 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $145,684 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $145,684 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $171,327 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $144,423 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $145,684 | QualifyingDistributionsAmt |
| Applied To Year1 | $144,423 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,261 | 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 | $170,066 | 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 (60 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| PREGNANCY SUPPORT CENTER OF THE TRI-CITIES | ||||||
| 700 S SYCAMORE STREET SUITE 12 | PETERSBURG | VA | 23803 | NONE | CHARITABLE GRANTS | $2,650 |
| ST JOSEPH'S VILLA | ||||||
| 8000 BROOK ROAD | RICHMOND | VA | 23227 | NONE | CHARITABLE GRANTS | $3,000 |
| TRI-CITIES WORKCAMPS INC | ||||||
| PO BOX 1761 | PETERSBURG | VA | 23805 | NONE | CHARITABLE GRANTS | $4,000 |
| FELLOWSHIP OF CHRISTIAN ATHLETES | ||||||
| 320 NEWCASTLE DRIVE | COLONIAL HEIGHTS | VA | 23834 | NONE | CHARITABLE GRANTS | $5,000 |
| JACKSON-FIELD HOMES | ||||||
| 546 WALNUT GROVE DRIVE | JARRATT | VA | 23867 | NONE | CHARITABLE GRANTS | $5,000 |
| SWIFT CREEK MILL THEATER | ||||||
| PO BOX 41 | COLONIAL HEIGHTS | VA | 23831 | NONE | CHARITABLE GRANTS | $5,000 |
| BOYS & GIRLS CLUBS OF METRO RICHMOND | ||||||
| 5511 STAPLES MILL ROAD 301 | RICHMOND | VA | 23228 | NONE | CHARITABLE GRANTS | $5,000 |
| DOWNTOWN CHURCHES UNITED INC HOPE CENTER | ||||||
| PO BOX 1202 | PETERSBURG | VA | 23805 | NONE | CHARITABLE GRANTS | $6,000 |
| HEART OF VIRGINIA COUNCIL BOY SCOUTS OF AMERICA | ||||||
| PO BOX 751 | PETERSBURG | VA | 23804 | NONE | CHARITABLE GRANTS | $7,500 |
| JOHN TYLER FOUNDATION | ||||||
| 800 CHARTER COLONY PARKWAY | MIDLOTHIAN | VA | 23114 | NONE | CHARITABLE GRANTS | $7,500 |
| PETERSBURG FAMILY YMCA | ||||||
| 120 N MADISON STREET | PETERSBURG | VA | 23803 | NONE | CHARITABLE GRANTS | $8,000 |
| UNITED METHODIST FAMILY SERVICES | ||||||
| 3900 WEST BROAD STREET | RICHMOND | VA | 23230 | NONE | CHARITABLE GRANTS | $10,000 |
| MACY BEVILLE | ||||||
| 21010 COX ROAD | SUTHERLAND | VA | 23885 | NONE | EDUCATIONAL SCHOLARSHIPS | $500 |
| KATHERINE DUNKUM | ||||||
| 1516 CLEAR SPRINGS LANE | SOUTH CHESTERFIELD | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $500 |
| MADDISON GUEST | ||||||
| 1243 DANA LANE | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $500 |
| CAROLINE KINDER | ||||||
| 1531 MOUNT PLEASANT DRIVE | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $500 |
| LYNDSEA WALKER | ||||||
| 20803 RIVER ROAD | SUTHERLAND | VA | 23885 | NONE | EDUCATIONAL SCHOLARSHIPS | $500 |
| HALEY BENDALL | ||||||
| 7004 SEAL LANE | DISPUTANTA | VA | 23842 | NONE | EDUCATIONAL SCHOLARSHIPS | $500 |
| VENABLE JOHNSON | ||||||
| 15231 PROVIDENCE WOODS LANE | SOUTH PRINCE GEORGE | VA | 23805 | NONE | EDUCATIONAL SCHOLARSHIPS | $500 |
| MATTHEW MEHFOUD | ||||||
| 131 DUNOON COURT | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $500 |
| MEREDITH SHORT | ||||||
| 12148 WERTH STREET | CHESTER | VA | 23831 | NONE | EDUCATIONAL SCHOLARSHIPS | $500 |
| JILLIAN O'SHEA | ||||||
| 6248 GOSSAMER TERRACE | MOSELEY | VA | 23120 | NONE | EDUCATIONAL SCHOLARSHIPS | $500 |
| RACHEL HUGHES | ||||||
| 5816 TROY LANE | SUTHERLAND | VA | 23885 | NONE | EDUCATIONAL SCHOLARSHIPS | $750 |
| PREXIOUX WALKER | ||||||
| 460 LOMBARDY STREET | SOUTH HILL | VA | 23970 | NONE | EDUCATIONAL SCHOLARSHIPS | $750 |
| MIRANDA CLARKE | ||||||
| 15077 SANDY FIELD ROAD | STONY CREEK | VA | 23882 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| NIKOLAS LETHCO | ||||||
| 23307 PEAR TREE LANE | NORTH DINWIDDIE | VA | 23803 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| GRACE MILLIRONS | ||||||
| 19819 SHIPPINGS ROAD | DEWITT | VA | 23840 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| JAELA BRADFORD | ||||||
| 4519 FINNEY PLACE | CHESTER | VA | 23831 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| SHANNON CORRIGAN | ||||||
| 6908 BIRCHETT DRIVE | PRINCE GEORGE | VA | 23875 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| JEREMIAH GILLIAM | ||||||
| 3221 DENISE ROAD | PETERSBURG | VA | 23805 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| NAKAYLA JONES | ||||||
| 13412 CASTLEWELLAN TERRACE | CHESTER | VA | 23836 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| WILLIAM MEHFOUD | ||||||
| 131 DUNOON COURT | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| MATTHEW NORWOOD | ||||||
| 6312 TRANQUILITY LANE | SUTHERLAND | VA | 23885 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| BENNETT WALTERS | ||||||
| 12650 HATCHER DRIVE | CHURCH ROAD | VA | 23833 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| WILSON JOHNSON | ||||||
| 4540 RIDGECREST LANE | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| MARY MARTINO | ||||||
| 902 GERMAR COURT | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| SETH MOORE | ||||||
| 5501 STATION ROAD | SUTHERLAND | VA | 23885 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| KATIE PETERSON | ||||||
| 337 MALLARD DRIVE | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| JESSICA STUTZ | ||||||
| 512 EASTWIND COURT | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,250 |
| TEENA WEST | ||||||
| 3119 TALLEYWOOD LANE | CHESTER | VA | 23831 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,250 |
| TYLER SPIERS | ||||||
| 21014 DOUBLE BRANCH ROAD | STONY CREEK | VA | 23882 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,250 |
| SHELBY STEVENS | ||||||
| 24620 SMITH GROVE ROAD | NORTH DINWIDDIE | VA | 23803 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,500 |
| MICHAYLA COX-SMITH | ||||||
| 1134 WEST BOOKER CIRCLE | PETERSBURG | VA | 23803 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,750 |
| JALYN CONKLIN | ||||||
| 5110 HART ROAD | SUTHERLAND | VA | 23885 | 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 |
| SPENCER ALDERSON | ||||||
| 118 BRIARCLIFFE COURT | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,750 |
| LAURA ROWLAND | ||||||
| 7506 COURTHOUSE ROAD | CHURCH ROAD | VA | 23833 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,750 |
| CAMRYN RIDPATH | ||||||
| 1836 DUKE OF GLOUCESTER STREET | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $2,000 |
| AUSTIN BENNETT | ||||||
| 704 WATERFRONT DRIVE | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $2,000 |
| HANNA SWENSON | ||||||
| 1775 PURDY ROAD | EMPORIA | VA | 23847 | NONE | EDUCATIONAL SCHOLARSHIPS | $2,000 |
| ANISA ISAAC | ||||||
| 5901 LARCHWOOD DRIVE | DISPUTANTA | VA | 23842 | NONE | EDUCATIONAL SCHOLARSHIPS | $2,050 |
| AARON EZELL | ||||||
| 316 NORTH TEMPLE AVENUE | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $2,750 |
| SAVANNAH CREW | ||||||
| 319 YORKTOWN DRIVE | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $3,000 |
| TAYLOR ANDERSON | ||||||
| 619 WHIFFLETREE ROAD | NORTH CHESTERFIELD | VA | 23236 | NONE | EDUCATIONAL SCHOLARSHIPS | $3,250 |
| MARK GOLOVAN | ||||||
| 7513 FLOWERING MAGNOLIA LANE | QUINTON | VA | 23141 | NONE | EDUCATIONAL SCHOLARSHIPS | $3,500 |
| LAILA AMPY-THOMAS | ||||||
| 16719 AMHERST OAK LANE | SOUTH CHESTERFIELD | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,750 |
| KENNEDY GRIFFIN | ||||||
| 113 TRALEE DRIVE | CHESTER | VA | 23836 | NONE | EDUCATIONAL SCHOLARSHIPS | $3,500 |
| TAYLOR JENKINS | ||||||
| 124 LAURENS LANE | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $3,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $135,950 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (36 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| MACY BEVILLE | ||||||
| 21010 COX ROAD | SUTHERLAND | VA | 23885 | NONE | EDUCATIONAL SCHOLARSHIPS | $500 |
| KATHERINE DUNKUM | ||||||
| 1516 CLEAR SPRINGS LANE | SOUTH CHESTERFIELD | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $500 |
| MADDISON GUEST | ||||||
| 1243 DANA LANE | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $500 |
| CAROLINE KINDER | ||||||
| 1531 MOUNT PLEASANT DRIVE | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $500 |
| LYNDSEA WALKER | ||||||
| 20803 RIVER ROAD | SUTHERLAND | VA | 23885 | NONE | EDUCATIONAL SCHOLARSHIPS | $500 |
| WILSON JOHNSON | ||||||
| 4540 RIDGECREST LANE | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $500 |
| MARY MARTINO | ||||||
| 902 GERMAR COURT | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $500 |
| SETH MOORE | ||||||
| 5501 STATION ROAD | SUTHERLAND | VA | 23885 | NONE | EDUCATIONAL SCHOLARSHIPS | $500 |
| KATIE PETERSON | ||||||
| 337 MALLARD DRIVE | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $500 |
| SHELBY STEVENS | ||||||
| 24620 SMITH GROVE ROAD | NORTH DINWIDDIE | VA | 23803 | NONE | EDUCATIONAL SCHOLARSHIPS | $500 |
| KYNDELL SATTERWHITE | ||||||
| 4907 CLAYBON LANE | CHESTER | VA | 23831 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| JAELA BRADFORD | ||||||
| 4519 FINNEY PLACE | CHESTER | VA | 23831 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| SHANNON CORRIGAN | ||||||
| 6908 BIRCHETT DRIVE | PRINCE GEORGE | VA | 23875 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| JEREMIAH GILLIAM | ||||||
| 3221 DENISE ROAD | PETERSBURG | VA | 23805 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| NAKAYLA JONES | ||||||
| 13412 CASTLEWELLAN TERRACE | CHESTER | VA | 23836 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| WILLIAM MEHFOUD | ||||||
| 131 DUNOON COURT | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| MATTHEW NORWOOD | ||||||
| 6312 TRANQUILITY LANE | SUTHERLAND | VA | 23885 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| BENNETT WALTERS | ||||||
| 12650 HATCHER DRIVE | CHURCH ROAD | VA | 23833 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| JILLIAN O'SHEA | ||||||
| 6248 GOSSAMER TERRACE | MOSELEY | VA | 23120 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| SPENCER ALDERSON | ||||||
| 118 BRIARCLIFFE COURT | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| LAURA ROWLAND | ||||||
| 7506 COURTHOUSE ROAD | CHURCH ROAD | VA | 23833 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| ANISA ISAAC | ||||||
| 5901 LARCHWOOD DRIVE | DISPUTANTA | VA | 23842 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,200 |
| AARON EZELL | ||||||
| 316 NORTH TEMPLE AVENUE | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,500 |
| TAYLOR ANDERSON | ||||||
| 619 WHIFFLETREE ROAD | NORTH CHESTERFIELD | VA | 23236 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,500 |
| MICHAYLA COX-SMITH | ||||||
| 1134 WEST BOOKER CIRCLE | PETERSBURG | VA | 23803 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,750 |
| JALYN CONKLIN | ||||||
| 5110 HART ROAD | SUTHERLAND | VA | 23885 | 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 |
| SAVANNAH CREW | ||||||
| 319 YORKTOWN DRIVE | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,750 |
| KENNEDY GRIFFIN | ||||||
| 113 TRALEE DRIVE | CHESTER | VA | 23836 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,750 |
| TAYLOR JENKINS | ||||||
| 124 LAURENS LANE | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,750 |
| JOI MADDOX | ||||||
| 13654 HEWLETT TRAIL DRIVE | ASHLAND | VA | 23005 | NONE | EDUCATIONAL SCHOLARSHIPS | $2,000 |
| JADA NORMAN | ||||||
| 1700 WESTBURY RIDGE DRIVE | MIDLOTHIAN | VA | 23114 | NONE | EDUCATIONAL SCHOLARSHIPS | $2,000 |
| ANTONIO TUCKER | ||||||
| 16017 FLATFOOT ROAD | DINWIDDIE | VA | 23841 | NONE | EDUCATIONAL SCHOLARSHIPS | $2,000 |
| AMILLIANA COLEMAN | ||||||
| 1205 GRANT COURT | PETERSBURG | VA | 23803 | NONE | EDUCATIONAL SCHOLARSHIPS | $3,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $43,700 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $87,252 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $223,050 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $310,304 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $310,304 | 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 | $4,600 | Amt |
| Net Investment Income | $2,300 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,300 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BONDS (BOND FUNDS) - UNRESTRICTED | $379,737 | $388,722 |
| BONDS (BOND FUNDS) - RESTRICTED | $439,934 | $452,594 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| STOCKS (EQUITIES) - UNRESTRICTED | $423,497 | $566,977 |
| BONDS (EQUITY FUNDS) - UNRESTRICTED | $494,266 | $659,994 |
| STOCKS (EQUITIES) - RESTRICTED | $423,024 | $564,630 |
| BONDS (EQUITY FUNDS) - RESTRICTED | $570,554 | $754,158 |
| EXCHANGE TRADED FUNDS - UNRESTRICTED | $88,672 | $87,380 |
| EXCHANGE TRADED FUNDS - RESTRICTED | $99,103 | $97,660 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSES | $339 | $0 | $339 |
| BANK SERVICE CHARGES | $22 | $0 | $22 |
| 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 | $12,994 | Amt |
| Net Investment Income | $12,994 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $394 | $0 | $394 |
| FOREIGN TAXES | $1,051 | $1,051 | $0 |
| FEDERAL ESTIMATED TAXES | $859 | $0 | $0 |
Comments