PETERSBURG METHODIST HOME FOR GIRLS: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- PETERSBURG METHODIST HOME FOR GIRLS (EIN 54-0542500)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-07-14
- IRS object ID
- 202501959349100110
- Schema version
- 2024v5.1
- 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 | 2025-07-14T09:32:12-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 2025-05-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,240,696 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $103,581 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $103,581 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $76,596 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $725,787 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $76,596 | CapGainNetIncmNetInvstIncmAmt |
| Incm Modifications Adj Net Incm | $1,000 | IncmModificationsAdjNetIncmAmt |
| Total Rev And Expnss | $181,177 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $180,177 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,000 | TotalAdjNetIncmAmt |
| 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 | $6,240 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $6,240 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,900 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,900 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $18,203 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $18,203 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,333 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,860 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $473 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $213 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $213 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,738 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,738 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $34,527 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $22,963 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,564 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $168,905 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $168,905 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $203,432 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $22,963 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $180,469 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$22,255 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $157,214 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,000 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $198,019 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $197,294 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $197,294 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,861,904 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,882,036 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,298,652 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $795,709 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $754,052 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $744,750 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,855,632 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,833,382 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,240,696 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $114 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $119 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $114 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $119 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,855,518 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,833,263 | 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 | $2,855,518 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,833,263 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,855,632 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,833,382 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,855,518 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$22,255 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,833,263 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,833,263 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (160 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP | P | 2017-09-08 | 2024-07-23 | $598 | $325 | $273 | $273 |
| BANK OF AMERICA CORP | P | 2017-09-08 | 2024-11-19 | $3,822 | $1,928 | $1,894 | $1,894 |
| BANK OF AMERICA CORP | P | 2017-09-08 | 2024-11-25 | $142 | $70 | $72 | $72 |
| BANK OF AMERICA CORP | P | 2017-09-08 | 2024-07-23 | $1,665 | $906 | $759 | $759 |
| BANK OF AMERICA CORP | P | 2017-09-08 | 2024-11-19 | $1,658 | $836 | $822 | $822 |
| WILLIS TOWERS WATSON | P | 2018-09-25 | 2024-12-17 | $1,867 | $868 | $999 | $999 |
| WILLIS TOWERS WATSON | P | 2018-09-25 | 2024-12-17 | $1,867 | $868 | $999 | $999 |
| APPLIED MATERIALS | P | 2018-12-14 | 2024-03-04 | $2,757 | $436 | $2,321 | $2,321 |
| APPLIED MATERIALS | P | 2018-12-14 | 2024-03-19 | $2,578 | $436 | $2,142 | $2,142 |
| APPLIED MATLS INC | P | 2018-12-14 | 2024-12-17 | $3,215 | $638 | $2,577 | $2,577 |
| APPLIED MATERIALS | P | 2019-05-24 | 2024-03-04 | $3,394 | $638 | $2,756 | $2,756 |
| APPLIED MATERIALS | P | 2019-05-24 | 2024-03-19 | $2,578 | $518 | $2,060 | $2,060 |
| APPLIED MATLS INC | P | 2019-05-24 | 2024-12-17 | $3,215 | $757 | $2,458 | $2,458 |
| SIRIUSXM HLDGS INC | P | 2019-06-24 | 2024-09-11 | $4 | $4 | $0 | $0 |
| DELL TECHNOLOGIES IN C | P | 2020-01-07 | 2024-03-12 | $2,855 | $615 | $2,240 | $2,240 |
| DELL TECHNOLOGIES IN C | P | 2020-01-27 | 2024-03-12 | $3,541 | $732 | $2,809 | $2,809 |
| DELL TECHNOLOGIES IN C | P | 2020-01-27 | 2024-05-15 | $2,782 | $448 | $2,334 | $2,334 |
| DELL TECHNOLOGIES IN C | P | 2020-01-27 | 2024-03-12 | $685 | $142 | $543 | $543 |
| DELL TECHNOLOGIES IN C | P | 2020-01-27 | 2024-05-15 | $2,782 | $448 | $2,334 | $2,334 |
| WILLIAMS COS INC | P | 2020-01-30 | 2024-08-22 | $3,273 | $1,525 | $1,748 | $1,748 |
| WILLIAMS COS INC | P | 2020-01-30 | 2024-08-22 | $2,287 | $1,065 | $1,222 | $1,222 |
| CHARLES SCHWAB CORP | P | 2020-02-28 | 2024-11-12 | $2,341 | $1,205 | $1,136 | $1,136 |
| BANK OF AMERICA CORP | P | 2020-03-09 | 2024-11-25 | $1,845 | $855 | $990 | $990 |
| BANK OF AMERICA CORP | P | 2020-03-09 | 2024-12-06 | $513 | $241 | $272 | $272 |
| BANK OF AMERICA CORP | P | 2020-03-09 | 2024-11-25 | $662 | $307 | $355 | $355 |
| BANK OF AMERICA CORP | P | 2020-03-09 | 2024-12-06 | $1,679 | $789 | $890 | $890 |
| BANK OF AMERICA CORP | P | 2020-03-16 | 2024-12-06 | $3,499 | $1,571 | $1,928 | $1,928 |
| BANK OF AMERICA CORP | P | 2020-03-16 | 2024-12-06 | $2,332 | $1,047 | $1,285 | $1,285 |
| CHARLES SCHWAB CORP | P | 2020-03-18 | 2024-11-12 | $5,854 | $2,293 | $3,561 | $3,561 |
| CHARLES SCHWAB CORP | P | 2020-03-18 | 2024-11-12 | $3,902 | $1,529 | $2,373 | $2,373 |
| TJX COMPANIES INC | P | 2020-03-23 | 2024-03-26 | $3,957 | $1,397 | $2,560 | $2,560 |
| TJX COMPANIES INC | P | 2020-03-23 | 2024-03-26 | $3,957 | $1,397 | $2,560 | $2,560 |
| DELL TECHNOLOGIES IN C | P | 2020-03-27 | 2024-05-15 | $3,514 | $463 | $3,051 | $3,051 |
| DELL TECHNOLOGIES IN C | P | 2020-03-27 | 2024-12-06 | $3,247 | $502 | $2,745 | $2,745 |
| CHARLES SCHWAB CORP | P | 2020-03-27 | 2024-11-12 | $3,044 | $1,346 | $1,698 | $1,698 |
| WILLIAMS COS INC | P | 2020-03-27 | 2024-08-22 | $1,659 | $531 | $1,128 | $1,128 |
| WILLIAMS COS INC | P | 2020-03-27 | 2024-11-01 | $1,445 | $402 | $1,043 | $1,043 |
| BANK OF AMERICA CORP | P | 2020-03-27 | 2024-11-19 | $2,164 | $1,032 | $1,132 | $1,132 |
| BANK OF AMERICA CORP | P | 2020-03-27 | 2024-11-25 | $1,325 | $615 | $710 | $710 |
| DELL TECHNOLOGIES IN C | P | 2020-03-27 | 2024-05-15 | $3,514 | $463 | $3,051 | $3,051 |
| DELL TECHNOLOGIES IN C | P | 2020-03-27 | 2024-12-06 | $3,247 | $502 | $2,745 | $2,745 |
| CHARLES SCHWAB CORP | P | 2020-03-27 | 2024-11-12 | $2,732 | $1,208 | $1,524 | $1,524 |
| WILLIAMS COS INC | P | 2020-03-27 | 2024-08-22 | $2,780 | $889 | $1,891 | $1,891 |
| WILLIAMS COS INC | P | 2020-03-27 | 2024-11-01 | $1,445 | $402 | $1,043 | $1,043 |
| WELLS FARGO & CO | P | 2020-07-14 | 2024-02-26 | $4,994 | $2,196 | $2,798 | $2,798 |
| WELLS FARGO & CO | P | 2020-07-14 | 2024-03-13 | $465 | $191 | $274 | $274 |
| WELLS FARGO & CO | P | 2020-07-14 | 2024-02-26 | $4,940 | $2,172 | $2,768 | $2,768 |
| WELLS FARGO & CO | P | 2020-07-14 | 2024-03-13 | $1,976 | $812 | $1,164 | $1,164 |
| RTX CORP | P | 2020-07-17 | 2024-04-08 | $406 | $247 | $159 | $159 |
| RTX CORP | P | 2020-08-06 | 2024-04-08 | $2,541 | $1,490 | $1,051 | $1,051 |
| RTX CORP | P | 2020-08-06 | 2024-04-08 | $508 | $298 | $210 | $210 |
| ARCH CAP GROUP LTD | P | 2020-09-21 | 2024-07-25 | $6,713 | $1,991 | $4,722 | $4,722 |
| ARCH CAP GROUP LTD | P | 2020-09-21 | 2024-07-25 | $6,713 | $1,991 | $4,722 | $4,722 |
| RTX CORP | P | 2020-09-29 | 2024-04-08 | $1,829 | $1,039 | $790 | $790 |
| RTX CORP | P | 2020-09-29 | 2024-04-24 | $712 | $404 | $308 | $308 |
| RTX CORP | P | 2020-09-29 | 2024-04-08 | $2,541 | $1,444 | $1,097 | $1,097 |
| WELLS FARGO & CO | P | 2020-10-08 | 2024-02-26 | $1,791 | $826 | $965 | $965 |
| WELLS FARGO & CO | P | 2020-10-08 | 2024-02-26 | $1,791 | $826 | $965 | $965 |
| RTX CORP | P | 2020-10-28 | 2024-06-27 | $2,527 | $1,355 | $1,172 | $1,172 |
| RTX CORP | P | 2020-10-28 | 2024-04-24 | $1,221 | $650 | $571 | $571 |
| RTX CORP | P | 2020-10-28 | 2024-06-27 | $3,841 | $2,060 | $1,781 | $1,781 |
| BANK OF AMERICA CORP | P | 2020-10-30 | 2024-07-23 | $1,067 | $586 | $481 | $481 |
| RTX CORP | P | 2020-11-02 | 2024-04-24 | $1,221 | $658 | $563 | $563 |
| RTX CORP | P | 2020-11-02 | 2024-06-27 | $1,314 | $713 | $601 | $601 |
| WELLS FARGO & CO | P | 2020-11-02 | 2024-03-13 | $1,918 | $714 | $1,204 | $1,204 |
| WELLS FARGO & CO | P | 2020-11-02 | 2024-03-27 | $3,819 | $1,450 | $2,369 | $2,369 |
| RTX CORP | P | 2020-11-02 | 2024-04-08 | $1,728 | $933 | $795 | $795 |
| RTX CORP | P | 2020-11-02 | 2024-04-24 | $814 | $439 | $375 | $375 |
| WELLS FARGO & CO | P | 2020-11-02 | 2024-03-13 | $465 | $173 | $292 | $292 |
| WELLS FARGO & CO | P | 2020-11-02 | 2024-03-27 | $3,819 | $1,450 | $2,369 | $2,369 |
| SIRIUSXM HLDGS INC | P | 2021-03-04 | 2024-09-11 | $4 | $5 | -$1 | -$1 |
| NINTENDO LTD ADR | P | 2021-07-01 | 2024-01-08 | $3,851 | $4,444 | -$593 | -$593 |
| REGENERON PHARMS INC | P | 2021-07-01 | 2024-01-03 | $4,590 | $2,845 | $1,745 | $1,745 |
| REGENERON PHARMS INC | P | 2021-07-01 | 2024-07-15 | $4,365 | $2,276 | $2,089 | $2,089 |
| NINTENDO LTD ADR | P | 2021-07-01 | 2024-01-08 | $3,287 | $3,795 | -$508 | -$508 |
| REGENERON PHARMS INC | P | 2021-07-01 | 2024-01-03 | $4,590 | $2,845 | $1,745 | $1,745 |
| REGENERON PHARMS INC | P | 2021-07-01 | 2024-07-15 | $4,365 | $2,276 | $2,089 | $2,089 |
| VANGUARD SHORT INFLATION PROT ETF IV | P | 2021-12-09 | 2024-07-16 | $15,029 | $16,222 | -$1,193 | -$1,193 |
| MERCER CORE FIXED INCOME I | P | 2022-01-04 | 2024-05-03 | $93,997 | $110,588 | -$16,591 | -$16,591 |
| MERCER CORE FIXED INCOME I | P | 2022-01-04 | 2024-08-07 | $74,137 | $83,431 | -$9,294 | -$9,294 |
| MERCER CORE FIXED INCOME I | P | 2022-01-05 | 2024-05-03 | $93,997 | $110,268 | -$16,271 | -$16,271 |
| MERCER CORE FIXED INCOME I | P | 2022-01-05 | 2024-08-07 | $75,747 | $84,996 | -$9,249 | -$9,249 |
| PFIZER INC | P | 2022-01-07 | 2024-07-11 | $1,029 | $2,005 | -$976 | -$976 |
| PFIZER INC | P | 2022-01-07 | 2024-09-11 | $2,006 | $3,787 | -$1,781 | -$1,781 |
| PFIZER INC | P | 2022-01-07 | 2024-07-11 | $1,714 | $3,341 | -$1,627 | -$1,627 |
| PFIZER INC | P | 2022-01-07 | 2024-09-11 | $1,327 | $2,506 | -$1,179 | -$1,179 |
| KINDER MORGAN INC | P | 2022-01-19 | 2024-07-10 | $160 | $142 | $18 | $18 |
| KINDER MORGAN INC | P | 2022-03-02 | 2024-07-10 | $2,322 | $2,112 | $210 | $210 |
| KINDER MORGAN INC | P | 2022-03-02 | 2024-07-10 | $2,322 | $2,112 | $210 | $210 |
| CHESAPEAKE ENERGY CO | P | 2022-03-21 | 2024-02-21 | $3,548 | $3,499 | $49 | $49 |
| CHESAPEAKE ENERGY CO | P | 2022-03-21 | 2024-03-13 | $2,121 | $2,035 | $86 | $86 |
| CHESAPEAKE ENERGY CO | P | 2022-03-21 | 2024-02-21 | $3,548 | $3,499 | $49 | $49 |
| CHESAPEAKE ENERGY CO | P | 2022-03-21 | 2024-03-13 | $2,121 | $2,035 | $86 | $86 |
| OCCIDENTAL PETROL CO | P | 2022-03-24 | 2024-07-25 | $1,451 | $1,429 | $22 | $22 |
| OCCIDENTAL PETROL CO | P | 2022-03-24 | 2024-08-09 | $1,748 | $1,786 | -$38 | -$38 |
| POST HOLDINGS INC | P | 2022-03-24 | 2024-02-02 | $2,124 | $1,351 | $773 | $773 |
| OCCIDENTAL PETROL CO | P | 2022-03-24 | 2024-07-25 | $1,391 | $1,370 | $21 | $21 |
| OCCIDENTAL PETROL CO | P | 2022-03-24 | 2024-08-09 | $1,748 | $1,786 | -$38 | -$38 |
| POST HOLDINGS INC | P | 2022-03-24 | 2024-02-02 | $2,124 | $1,351 | $773 | $773 |
| WILLIS TOWERS WATSON | P | 2022-04-28 | 2024-12-17 | $2,178 | $1,573 | $605 | $605 |
| WILLIS TOWERS WATSON | P | 2022-04-28 | 2024-12-17 | $1,867 | $1,348 | $519 | $519 |
| WILLIS TOWERS WATSON | P | 2022-05-17 | 2024-12-17 | $4,045 | $2,686 | $1,359 | $1,359 |
| WILLIS TOWERS WATSON | P | 2022-05-17 | 2024-12-17 | $3,734 | $2,479 | $1,255 | $1,255 |
| PFIZER INC | P | 2022-06-06 | 2024-09-11 | $265 | $479 | -$214 | -$214 |
| PFIZER INC | P | 2022-06-06 | 2024-09-11 | $944 | $1,702 | -$758 | -$758 |
| FEDEX CORP | P | 2022-07-18 | 2024-06-04 | $3,956 | $3,504 | $452 | $452 |
| FEDEX CORP | P | 2022-07-18 | 2024-06-04 | $3,956 | $3,504 | $452 | $452 |
| BERKSHIRE HATHAWAY B | P | 2022-07-22 | 2024-07-10 | $6,587 | $4,601 | $1,986 | $1,986 |
| BERKSHIRE HATHAWAY B | P | 2022-07-22 | 2024-07-10 | $6,587 | $4,601 | $1,986 | $1,986 |
| LOWES COS INC | P | 2022-10-14 | 2024-10-14 | $5,812 | $4,043 | $1,769 | $1,769 |
| LOWES COS INC | P | 2022-10-14 | 2024-10-14 | $5,812 | $4,043 | $1,769 | $1,769 |
| BAYER A G ADR | P | 2022-11-22 | 2024-09-11 | $2,336 | $4,433 | -$2,097 | -$2,097 |
| BAYER A G ADR | P | 2022-11-22 | 2024-09-11 | $2,336 | $4,433 | -$2,097 | -$2,097 |
| CHESAPEAKE ENERGY CO | P | 2022-12-06 | 2024-02-21 | $578 | $663 | -$85 | -$85 |
| KINDER MORGAN INC | P | 2022-12-06 | 2024-07-10 | $761 | $690 | $71 | $71 |
| OCCIDENTAL PETROL CO | P | 2022-12-06 | 2024-04-12 | $828 | $781 | $47 | $47 |
| CHESAPEAKE ENERGY CO | P | 2022-12-06 | 2024-02-21 | $578 | $663 | -$85 | -$85 |
| KINDER MORGAN INC | P | 2022-12-06 | 2024-07-10 | $881 | $799 | $82 | $82 |
| OCCIDENTAL PETROL CO | P | 2022-12-06 | 2024-04-12 | $897 | $846 | $51 | $51 |
| MERCER CORE FIXED INCOME I | P | 2022-12-15 | 2024-08-07 | $11,545 | $11,222 | $323 | $323 |
| MERCER CORE FIXED INCOME I | P | 2022-12-15 | 2024-08-07 | $9,936 | $9,658 | $278 | $278 |
| NEWS CORP NEW A | P | 2023-02-15 | 2024-01-04 | $3,734 | $2,940 | $794 | $794 |
| NEWS CORP NEW A | P | 2023-02-15 | 2024-01-04 | $3,783 | $2,978 | $805 | $805 |
| OCCIDENTAL PETROL CO | P | 2023-04-25 | 2024-04-12 | $1,381 | $1,217 | $164 | $164 |
| OCCIDENTAL PETROL CO | P | 2023-04-25 | 2024-04-12 | $1,381 | $1,217 | $164 | $164 |
| NEWS CORP NEW A | P | 2023-04-26 | 2024-01-04 | $1,115 | $773 | $342 | $342 |
| NEWS CORP NEW A | P | 2023-04-26 | 2024-01-04 | $1,067 | $739 | $328 | $328 |
| CHESAPEAKE ENERGY CO | P | 2023-05-09 | 2024-03-13 | $2,121 | $1,947 | $174 | $174 |
| CHESAPEAKE ENERGY CO | P | 2023-05-09 | 2024-03-13 | $2,121 | $1,947 | $174 | $174 |
| BIO-RAD LABS INC A | P | 2023-05-12 | 2024-08-05 | $3,676 | $3,999 | -$323 | -$323 |
| BIO-RAD LABS INC A | P | 2023-05-12 | 2024-08-05 | $3,676 | $3,999 | -$323 | -$323 |
| BAYER A G ADR | P | 2023-05-25 | 2024-09-11 | $873 | $1,671 | -$798 | -$798 |
| BAYER A G ADR | P | 2023-05-25 | 2024-09-11 | $895 | $1,714 | -$819 | -$819 |
| BAYER A G ADR | P | 2023-06-21 | 2024-09-11 | $298 | $559 | -$261 | -$261 |
| BAYER A G ADR | P | 2023-06-21 | 2024-09-11 | $313 | $587 | -$274 | -$274 |
| LOWES COS INC | P | 2023-10-19 | 2024-10-14 | $1,107 | $767 | $340 | $340 |
| LOWES COS INC | P | 2023-10-19 | 2024-10-14 | $1,107 | $767 | $340 | $340 |
| LOWES COS INC | P | 2023-10-30 | 2024-10-14 | $1,937 | $1,299 | $638 | $638 |
| LOWES COS INC | P | 2023-10-30 | 2024-10-14 | $1,937 | $1,299 | $638 | $638 |
| OCCIDENTAL PETROL CO | P | 2023-11-16 | 2024-04-12 | $1,035 | $898 | $137 | $137 |
| OCCIDENTAL PETROL CO | P | 2023-11-16 | 2024-07-25 | $1,149 | $1,137 | $12 | $12 |
| OCCIDENTAL PETROL CO | P | 2023-11-16 | 2024-04-12 | $966 | $838 | $128 | $128 |
| OCCIDENTAL PETROL CO | P | 2023-11-16 | 2024-07-25 | $1,210 | $1,197 | $13 | $13 |
| MERCER CORE FIXED INCOME I | P | 2023-12-14 | 2024-08-07 | $6,293 | $6,090 | $203 | $203 |
| MERCER CORE FIXED INCOME I | P | 2023-12-14 | 2024-08-07 | $6,293 | $6,090 | $203 | $203 |
| AMENTUM HLDGS INC EQUITY | P | 2024-02-05 | 2024-11-12 | $879 | $695 | $184 | $184 |
| AMENTUM HLDGS INC EQUITY | P | 2024-02-05 | 2024-11-12 | $879 | $695 | $184 | $184 |
| WARNER BROS DISCOVER | P | 2024-02-28 | 2024-12-09 | $572 | $447 | $125 | $125 |
| WARNER BROS DISCOVER | P | 2024-02-28 | 2024-12-10 | $1,114 | $877 | $237 | $237 |
| WARNER BROS DISCOVER | P | 2024-02-28 | 2024-12-11 | $964 | $756 | $208 | $208 |
| WARNER BROS DISCOVER | P | 2024-02-28 | 2024-12-12 | $2,740 | $1,883 | $857 | $857 |
| WARNER BROS DISCOVER | P | 2024-02-28 | 2024-12-09 | $572 | $447 | $125 | $125 |
| WARNER BROS DISCOVER | P | 2024-02-28 | 2024-12-10 | $1,115 | $877 | $238 | $238 |
| WARNER BROS DISCOVER | P | 2024-02-28 | 2024-12-11 | $976 | $765 | $211 | $211 |
| WARNER BROS DISCOVER | P | 2024-02-28 | 2024-12-12 | $2,753 | $1,891 | $862 | $862 |
| WARNER BROS DISCOVER | P | 2024-03-04 | 2024-12-12 | $926 | $612 | $314 | $314 |
| WARNER BROS DISCOVER | P | 2024-03-04 | 2024-12-12 | $914 | $604 | $310 | $310 |
| AMENTUM HLDGS INC EQUITY | P | 2024-07-15 | 2024-11-12 | $471 | $394 | $77 | $77 |
| AMENTUM HLDGS INC EQUITY | P | 2024-07-15 | 2024-11-12 | $471 | $394 | $77 | $77 |
| CAPITAL GAINS DIVIDENDS | P | $3,895 | $3,895 | $3,895 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $76,596 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,185 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,185 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,185 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,888 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,388 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,203 | OverpaymentAmt |
| Applied To ES Tax | $2,203 | 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 | DIRECTOR | 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 | SECRETARY | 0.25 | $0 | $0 | $0 |
| PAMELA M COMSTOCK | ||||||||
| POST OFFICE BOX 1688 | PETERSBURG | VA | 238051688 | TREASURER | 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 | $67,655 | Expenses1Amt |
| Description2 | SCHOLARSHIPS TO COLLEGE STUDENTS | Description2Txt |
| Expenses2 | $101,250 | 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 | $3,069,497 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $226,387 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,295,884 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,295,884 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $49,438 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,246,446 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $162,322 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $162,322 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,185 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,185 | TotalTaxAmt |
| Distributable Before Adj | $160,137 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $1,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $161,137 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $161,137 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $180,469 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $180,469 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $161,137 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $144,815 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $180,469 | QualifyingDistributionsAmt |
| Applied To Year1 | $144,815 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $35,654 | 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 | $125,483 | 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 (57 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| DOWNTOWN CHURCHES UNITED INC HOPE CENTER | ||||||
| PO BOX 1202 | PETERSBURG | VA | 23805 | NONE | CHARITABLE GRANTS | $6,000 |
| FELLOWSHIP OF CHRISTIAN ATHLETES | ||||||
| 19902 IVAN ROAD | SOUTH CHESTERFIELD | VA | 23803 | NONE | CHARITABLE GRANTS | $6,000 |
| HEART OF VIRGINIA COUNCIL BOY SCOUTS OF AMERICA | ||||||
| 8090 VILLA PARK DRIVE | HENRICO | VA | 23228 | NONE | CHARITABLE GRANTS | $5,000 |
| BRIGHTPOINT COMMUNITY COLLEGE 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 | $6,000 |
| SWIFT CREEK MILL THEATER | ||||||
| 17401 EMANCIPATION HIGHWAY | SOUTH CHESTERFIELD | VA | 23834 | NONE | CHARITABLE GRANTS | $5,000 |
| 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 | $10,000 |
| BOYS & GIRLS CLUBS OF METRO RICHMOND | ||||||
| 100 EVERETT STREET SUITE 1 | RICHMOND | VA | 23224 | NONE | CHARITABLE GRANTS | $5,000 |
| RICHARD BLAND COLLEGE FOUNDATION | ||||||
| 11301 JOHNSON ROAD | SOUTH PRINCE GEORGE | VA | 23805 | NONE | CHARITABLE GRANTS | $3,600 |
| ST JOSEPH'S VILLA | ||||||
| 8000 BROOK ROAD | RICHMOND | VA | 23227 | NONE | CHARITABLE GRANTS | $3,000 |
| PRETTY PURPOSED | ||||||
| PO BOX 1298 | CHESTERFIELD | VA | 23832 | NONE | CHARITABLE GRANTS | $2,500 |
| JACKSON-FEILD HOMES | ||||||
| 546 WALNUT GROVE DRIVE | JARRETT | VA | 23867 | NONE | CHARITABLE GRANTS | $4,055 |
| AUSTIN BENNETT | ||||||
| 704 WATERFRONT DRIVE | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| CHRISTIAN KNOTT | ||||||
| 12925 COURTHOUSE ROAD | DINWIDDIE | VA | 23841 | 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 |
| 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 |
| CHARLES GRANT | ||||||
| 10813 BLAND RIDGE COURT | SOUTH PRINCE GEORGE | VA | 23805 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| CHRISTOPHER WILKINS | ||||||
| 16245 LAKE LANE | SOUTH PRINCE GEORGE | VA | 23805 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| 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 |
| TIERRA PERRY | ||||||
| 200 CAVELIER DRIVE APT 1-106 | PETERSBURG | VA | 23805 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,750 |
| NOAH SATTERWHITE | ||||||
| 4907 CLAYBON LANE | CHESTER | VA | 23831 | NONE | EDUCATIONAL SCHOLARSHIPS | $2,000 |
| CAROLINE KINDER | ||||||
| 1531 MOUNT PLEASANT DRIVE | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $2,000 |
| ABIGAIL DRAPER | ||||||
| 13300 OLD MILL ROAD | MONTPELIER | VA | 23192 | 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 |
| CATHERINE ALDERSON | ||||||
| 118 BRIARCLIFFE COURT | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $2,000 |
| MASON BENNETT | ||||||
| 704 WATERFRONT DRIVE | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $2,000 |
| ASHLEY HARGRAVE | ||||||
| 4901-104 AVIA CIRCLE | HENRICO | VA | 23233 | NONE | EDUCATIONAL SCHOLARSHIPS | $2,000 |
| DANIEL HUGHES | ||||||
| 5816 TROY LANE | SUTHERLAND | VA | 23885 | NONE | EDUCATIONAL SCHOLARSHIPS | $2,000 |
| AMANDA JOYNER | ||||||
| 24400 BAUGH ROAD | STONY CREEK | VA | 23882 | NONE | EDUCATIONAL SCHOLARSHIPS | $2,000 |
| REILY MOORE | ||||||
| 2007 THORNCRAG LANE | MIDLOTHIAN | VA | 23112 | NONE | EDUCATIONAL SCHOLARSHIPS | $2,000 |
| SAVNNA THOMAS | ||||||
| 16508 SATISFACTION LANE | CHURCH ROAD | VA | 23833 | NONE | EDUCATIONAL SCHOLARSHIPS | $2,000 |
| CORY TUCKER | ||||||
| 22213 FLATFOOT ROAD | STONY CREEK | VA | 23882 | NONE | EDUCATIONAL SCHOLARSHIPS | $2,000 |
| JAMAICA WEAVER | ||||||
| 15802 KEELERS MILL ROAD | DEWITT | VA | 23840 | NONE | EDUCATIONAL SCHOLARSHIPS | $2,000 |
| ERIN WINFREE | ||||||
| 19201 INDIAN ROAD | SOUTH PRINCE GEORGE | VA | 23805 | NONE | EDUCATIONAL SCHOLARSHIPS | $2,000 |
| JACOB WITT | ||||||
| 12512 COX ROAD | CHURCH ROAD | VA | 23833 | NONE | EDUCATIONAL SCHOLARSHIPS | $2,000 |
| JAELA BRADFORD | ||||||
| 4519 FINNEY PLACE | CHESTER | VA | 23831 | NONE | EDUCATIONAL SCHOLARSHIPS | $3,000 |
| CLAIRE CULBREATH | ||||||
| 7219 ANDERSON MILL ROAD | CHURCH ROAD | VA | 23833 | NONE | EDUCATIONAL SCHOLARSHIPS | $3,000 |
| CIARA MCKENSIE | ||||||
| 361 ENON OAKS LANE | CHESTER | VA | 23836 | NONE | EDUCATIONAL SCHOLARSHIPS | $3,000 |
| BENNETT WALTERS | ||||||
| 12650 HATCHER DRIVE | CHURCH ROAD | VA | 23833 | NONE | EDUCATIONAL SCHOLARSHIPS | $3,000 |
| KEVIN GUNN | ||||||
| 25350 MILL RUN ROAD | STONY CREEK | VA | 23882 | NONE | EDUCATIONAL SCHOLARSHIPS | $3,000 |
| WILLIAM MEHFOUD | ||||||
| 131 DUNOON COURT | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $3,000 |
| JEREMY SCOTT | ||||||
| 6013 SPRINGBANK ROAD | SOUTH CHESTERFIELD | VA | 23803 | NONE | EDUCATIONAL SCHOLARSHIPS | $3,000 |
| KELIS HARRISON | ||||||
| 3376 OAK WOOD CIRCLE | PETERSBURG | VA | 23805 | NONE | EDUCATIONAL SCHOLARSHIPS | $3,000 |
| KENDALL CHAPPELL | ||||||
| 22814 CARSON ROAD | DINWIDDIE | VA | 23841 | NONE | EDUCATIONAL SCHOLARSHIPS | $3,000 |
| CAMRYN SMITH | ||||||
| 21200 WHITE OAK ROAD | NORTH DINWIDDIE | VA | 23803 | NONE | EDUCATIONAL SCHOLARSHIPS | $3,000 |
| ELIZABETH MILLER | ||||||
| 14606 HALIFAX ROAD | CARSON | VA | 23830 | NONE | EDUCATIONAL SCHOLARSHIPS | $3,500 |
| HANNAH FRAKES | ||||||
| 12945 HATCHER DRIVE | CHURCH ROAD | VA | 23833 | NONE | EDUCATIONAL SCHOLARSHIPS | $3,750 |
| MACKENZIE GAMMON | ||||||
| 12000 HAWKINS ROAD | FORD | VA | 23850 | NONE | EDUCATIONAL SCHOLARSHIPS | $3,750 |
| DANIEL SMITH | ||||||
| 5206 SEQUOIA COURT | NORTH DINWIDDIE | VA | 23803 | NONE | EDUCATIONAL SCHOLARSHIPS | $4,500 |
| ARMOND HARDY | ||||||
| 420 HIGH STREET APT 205 | PETERSBURG | VA | 23803 | NONE | EDUCATIONAL SCHOLARSHIPS | $4,750 |
| JAQUAN TUCKER | ||||||
| 11718 DUNCAN ROAD | NORTH DINWIDDIE | VA | 23805 | NONE | EDUCATIONAL SCHOLARSHIPS | $4,750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $168,905 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| NASIAH CHERRY | ||||||
| 14510 HAPPY HILL | CHESTER | VA | 23831 | NONE | EDUCATIONAL SCHOLARSHIPS | $2,000 |
| COLEMAN LAMBIRTH | ||||||
| 17001 MCKENNEY AVENUE | DEWITT | VA | 23840 | NONE | EDUCATIONAL SCHOLARSHIPS | $2,000 |
| BENNETT NYE | ||||||
| 16290 EPPES ROAD | DEWITT | VA | 23840 | NONE | EDUCATIONAL SCHOLARSHIPS | $2,000 |
| JABRIEL DANIELS | ||||||
| 22171 JORDAN HEIGHT DRIVE | NORTH DINWIDDIE | VA | 23803 | NONE | EDUCATIONAL SCHOLARSHIPS | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $9,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $103,581 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $76,596 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $180,177 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $180,177 | 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 | $5,800 | Amt |
| Net Investment Income | $2,900 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,900 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BONDS (BOND FUNDS) - UNRESTRICTED | $327,515 | $322,499 |
| BONDS (BOND FUNDS) - RESTRICTED | $327,515 | $322,499 |
| FIXED INCOME (BOND FUNDS) - RESTRICTED | $49,511 | $49,876 |
| FIXED INCOME (BOND FUNDS) - UNRESTRICTED | $49,511 | $49,876 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| STOCKS (EQUITIES) - UNRESTRICTED | $307,023 | $370,610 |
| BONDS (EQUITY FUNDS) - UNRESTRICTED | $445,623 | $582,164 |
| STOCKS (EQUITIES) - RESTRICTED | $307,529 | $370,212 |
| BONDS (EQUITY FUNDS) - RESTRICTED | $524,571 | $674,960 |
| EXCHANGE TRADED FUNDS - UNRESTRICTED | $142,733 | $144,232 |
| EXCHANGE TRADED FUNDS - RESTRICTED | $132,861 | $136,506 |
| OTHER ASSETS (EQUITY FUND) - RESTRICTED | $10,796 | $9,984 |
| OTHER ASSETS (EQUITY FUNDS) - UNRESTRICTED | $10,900 | $9,984 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSES | $541 | $0 | $541 |
| INSURANCE | $1,162 | $0 | $1,162 |
| SERVICE CHARGES | $35 | $0 | $35 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $18,203 | Amt |
| Net Investment Income | $18,203 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $473 | $0 | $473 |
| FOREIGN TAXES | $1,860 | $1,860 | $0 |
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