PETERSBURG METHODIST HOME FOR GIRLS: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- PETERSBURG METHODIST HOME FOR GIRLS (EIN 54-0542500)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-07-12
- IRS object ID
- 201821939349100112
- Schema version
- 2017v2.3
- 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 | 2018-07-12T13:15:46-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 540565834 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MITCHELL WIGGINS & 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 | 2017-01-01 | 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 | 8047320788 | 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 | TREASURER | PersonTitleTxt |
| Phone | 8047320788 | PhoneNum |
| Signature | 2018-07-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
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 | 2017 | 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 | $3,133,576 | 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 | $82,427 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $82,427 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $68,137 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $417,405 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $68,137 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $150,566 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $150,566 | 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 | $3,600 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $3,600 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,475 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,475 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $9,322 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,322 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $958 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $683 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $275 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $70 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $70 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $960 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $960 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $19,385 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,480 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,905 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $116,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $116,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $135,885 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,480 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $121,405 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $14,681 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $136,086 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $72,438 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $56,699 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $56,699 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,800,916 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,802,277 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,142,738 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $906,286 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $935,345 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $934,139 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,779,640 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,794,321 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,133,576 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $275 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $275 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $275 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $275 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $2,779,365 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,794,046 | 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 | $2,779,365 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,794,046 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,779,640 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,794,321 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,779,365 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $14,681 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,794,046 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,794,046 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (191 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 20SHS ADVANCE AUTO PARTS: AAP | P | 2017-04-05 | 2017-08-18 | $1,864 | $2,882 | -$1,018 | -$1,018 |
| 20SHS ADVANCE AUTO PARTS: AAP | P | 2017-05-24 | 2017-08-18 | $1,865 | $2,666 | -$801 | -$801 |
| 10SHS ADVANCE AUTO PARTS: AAP | P | 2017-06-16 | 2017-08-18 | $933 | $1,300 | -$367 | -$367 |
| 5SHS ADVANCE AUTO PARTS: AAP | P | 2017-06-20 | 2017-08-18 | $466 | $626 | -$160 | -$160 |
| 5SHS ADVANCE AUTO PARTS: AAP | P | 2017-06-20 | 2017-08-28 | $470 | $626 | -$156 | -$156 |
| 25SHS ADVANCE AUTO PARTS: AAP | P | 2017-06-28 | 2017-08-28 | $2,348 | $2,980 | -$632 | -$632 |
| 90SHS ALLIANT ENERGY CORP: LNT | P | 2016-03-31 | 2017-03-23 | $3,577 | $3,326 | $251 | $251 |
| 4SHS ALPHABET INC. CLASS | P | 2016-03-31 | 2017-02-13 | $3,270 | $2,997 | $273 | $273 |
| 25SHS AMC NETWORKS INC CL CLASS | P | 2016-08-05 | 2017-04-27 | $1,499 | $1,349 | $150 | $150 |
| 25SHS AMC NETWORKS INC CL CLASS | P | 2016-11-23 | 2017-04-27 | $1,499 | $1,354 | $145 | $145 |
| 25SHS APPLE INC: AAPL | P | 2016-03-31 | 2017-02-07 | $3,282 | $2,742 | $540 | $540 |
| 85SHS ARAMARK: ARMK | P | 2016-03-31 | 2017-02-08 | $2,982 | $2,794 | $188 | $188 |
| 0.1808SHS D X C TECHNOLOGY COM: DXC | P | 2017-01-04 | 2017-04-03 | $12 | $12 | $0 | $0 |
| 50SHS EBAY INC: EBAY | P | 2016-11-17 | 2017-02-27 | $1,704 | $1,437 | $267 | $267 |
| 75SHS FIRST SOLAR INC: FSLR | P | 2016-10-10 | 2017-09-18 | $3,669 | $2,901 | $768 | $768 |
| 75SHS GAP INC: GPS | P | 2016-04-26 | 2017-01-18 | $1,779 | $1,793 | -$14 | -$14 |
| 25SHS HCA HOLDINGS INC: HCA | P | 2016-11-30 | 2017-01-04 | $1,921 | $1,789 | $132 | $132 |
| 50SHS KOHLS CORP: KSS | P | 2016-04-26 | 2017-01-04 | $2,528 | $2,281 | $247 | $247 |
| 90SHS LIBERTY INTERACTV: LVNTA | P | 2016-03-31 | 2017-02-03 | $3,909 | $3,186 | $723 | $723 |
| 17SHS LIBERTY MEDIA CORP SERIES C LIBERTY | P | 2016-03-31 | 2017-01-03 | $345 | $377 | -$32 | -$32 |
| 4SHS LIBERTY MEDIA CORP SERIES C LIBERTY | P | 2016-06-27 | 2017-01-03 | $81 | $56 | $25 | $25 |
| 1SHS LIBERTY MEDIA CORP SERIES C LIBERTY | P | 2016-06-27 | 2017-01-04 | $19 | $13 | $6 | $6 |
| 4SHS LIBERTY MEDIA CORP SERIES C LIBERTY | P | 2016-06-27 | 2017-01-04 | $77 | $56 | $21 | $21 |
| 65SHS MACYS INC: M | P | 2016-05-18 | 2017-03-16 | $1,942 | $1,967 | -$25 | -$25 |
| 75SHS MACYS INC: M | P | 2017-01-18 | 2017-03-16 | $2,241 | $2,212 | $29 | $29 |
| 25SHS MADISON SQUARE GARDE CLASS | P | 2016-11-10 | 2017-05-10 | $5,027 | $4,266 | $761 | $761 |
| 15SHS MADISON SQUARE GARDE CLASS | P | 2016-10-17 | 2017-07-19 | $3,048 | $2,440 | $608 | $608 |
| 10SHS MADISON SQUARE GARDE CLASS | P | 2016-10-17 | 2017-07-24 | $2,122 | $1,626 | $496 | $496 |
| 25SHS MARATHON PETE CORP: MPC | P | 2016-03-31 | 2017-01-03 | $1,316 | $911 | $405 | $405 |
| 10SHS MCKESSON CORPORATION: MCK | P | 2016-06-02 | 2017-06-01 | $1,654 | $1,883 | -$229 | -$229 |
| 10SHS MCKESSON CORPORATION: MCK | P | 2016-09-16 | 2017-06-01 | $1,654 | $1,656 | -$2 | -$2 |
| 25SHS MEDTRONIC PLC F: MDT | P | 2016-03-31 | 2017-01-18 | $1,886 | $1,886 | $0 | $0 |
| 50SHS MICHAEL KORS HLDGS F: KORS | P | 2016-03-31 | 2017-03-21 | $1,835 | $2,844 | -$1,009 | -$1,009 |
| 0.4652SHS MICRO FOCUS INT FUNSPONSORED ADR | P | 2017-03-03 | 2017-09-02 | $13 | $14 | -$1 | -$1 |
| 10.2994SHS MICRO FOCUS INT FUNSPONSORED ADR | P | 2017-01-04 | 2017-11-27 | $349 | $302 | $47 | $47 |
| 6.401SHS MICRO FOCUS INT FUNSPONSORED ADR | P | 2017-03-03 | 2017-11-27 | $217 | $188 | $29 | $29 |
| 75SHS MYLAN NV F: MYL | P | 2017-08-18 | 2017-11-14 | $2,826 | $2,330 | $496 | $496 |
| 25SHS NETAPP INC: NTAP | P | 2016-03-31 | 2017-03-20 | $1,049 | $668 | $381 | $381 |
| 2SHS PRICELINE GROUP: PCLN | P | 2016-05-04 | 2017-01-30 | $3,196 | $2,478 | $718 | $718 |
| 50SHS PROCTER & GAMBLE: PG | P | 2016-03-31 | 2017-01-20 | $4,376 | $4,144 | $232 | $232 |
| 25SHS QUALCOMM INC: QCOM | P | 2017-01-25 | 2017-11-03 | $1,566 | $1,368 | $198 | $198 |
| 50SHS QUALCOMM INC: QCOM | P | 2017-02-03 | 2017-11-03 | $3,131 | $2,578 | $553 | $553 |
| 200SHS ROLLS-ROYCE HLDGS FUNSPONSORED | P | 2016-03-31 | 2017-01-18 | $1,708 | $1,974 | -$266 | -$266 |
| 75SHS SEATTLE SPIN CO: 42824C992 | P | 2016-11-23 | 2017-09-01 | $302 | $283 | $19 | $19 |
| 25SHS SEATTLE SPIN CO: 42824C992 | P | 2017-01-04 | 2017-09-01 | $101 | $98 | $3 | $3 |
| 50SHS SEATTLE SPIN CO: 42824C992 | P | 2017-01-04 | 2017-09-01 | $201 | $196 | $5 | $5 |
| 50SHS SEATTLE SPIN CO: 42824C992 | P | 2017-03-03 | 2017-09-01 | $201 | $193 | $8 | $8 |
| 50SHS SUNTRUST BANKS INC: STI | P | 2016-03-31 | 2017-01-04 | $2,801 | $1,824 | $977 | $977 |
| 4.891SHS T ROWE PRICE BLUE CHIP GROWTH FD INV: | P | 2016-12-31 | 2017-09-29 | $453 | $360 | $93 | $93 |
| 50SHS TEVA PHARM INDS LTD FSPONSORED ADR | P | 2016-04-20 | 2017-02-16 | $1,811 | $2,574 | -$763 | -$763 |
| 50SHS TEVA PHARM INDS LTD FSPONSORED ADR | P | 2016-10-24 | 2017-08-16 | $890 | $2,172 | -$1,282 | -$1,282 |
| 50SHS TEVA PHARM INDS LTD FSPONSORED ADR | P | 2016-12-06 | 2017-08-16 | $890 | $1,751 | -$861 | -$861 |
| 935.881SHS TRANSAMERICA STRATEGIC HIGH INCM I: | P | 2016-12-31 | 2017-07-28 | $10,000 | $9,800 | $200 | $200 |
| 10SHS VALERO ENERGY CORP: VLO | P | 2016-03-31 | 2017-03-23 | $674 | $640 | $34 | $34 |
| 15SHS VALERO ENERGY CORP: VLO | P | 2016-06-23 | 2017-03-23 | $1,011 | $810 | $201 | $201 |
| 75SHS WHOLE FOODS MARKET: WFM | P | 2016-09-07 | 2017-07-18 | $3,129 | $2,185 | $944 | $944 |
| 50SHS WHOLE FOODS MARKET: WFM | P | 2016-09-16 | 2017-07-18 | $2,086 | $1,428 | $658 | $658 |
| 25SHS XCEL ENERGY INC: XEL | P | 2016-03-31 | 2017-03-03 | $1,080 | $1,040 | $40 | $40 |
| 25SHS XCEL ENERGY INC: XEL | P | 2016-03-31 | 2017-03-23 | $1,107 | $1,040 | $67 | $67 |
| 12SHS ALLERGAN PLC F: AGN | P | 2016-03-31 | 2017-06-20 | $2,872 | $3,317 | -$445 | -$445 |
| 10SHS ALLERGAN PLC F: AGN | P | 2016-04-26 | 2017-06-20 | $2,394 | $2,217 | $177 | $177 |
| 3SHS ALLERGAN PLC F: AGN | P | 2016-05-12 | 2017-06-20 | $718 | $656 | $62 | $62 |
| 2SHS ALPHABET INC. CLASS | P | 2016-03-31 | 2017-04-20 | $1,683 | $1,499 | $184 | $184 |
| 2SHS ALPHABET INC. CLASS | P | 2016-03-31 | 2017-05-11 | $1,855 | $1,499 | $356 | $356 |
| 25SHS AMC NETWORKS INC CL CLASS | P | 2016-08-05 | 2017-12-08 | $1,334 | $1,349 | -$15 | -$15 |
| 225SHS DISCOVERY COMM INC CLASS | P | 2016-03-31 | 2017-10-31 | $3,973 | $5,983 | -$2,010 | -$2,010 |
| 25SHS DISCOVERY COMM INC CLASS | P | 2016-10-04 | 2017-10-31 | $441 | $673 | -$232 | -$232 |
| 70SHS EBAY INC: EBAY | P | 2016-03-31 | 2017-07-20 | $2,594 | $1,689 | $905 | $905 |
| 25SHS FIRST SOLAR INC: FSLR | P | 2016-08-08 | 2017-08-29 | $1,204 | $1,112 | $92 | $92 |
| 25SHS FIRST SOLAR INC: FSLR | P | 2016-08-08 | 2017-09-18 | $1,223 | $1,112 | $111 | $111 |
| 50SHS FIRSTENERGY CORP: FE | P | 2016-06-20 | 2017-10-16 | $1,605 | $1,713 | -$108 | -$108 |
| 50SHS FIRSTENERGY CORP: FE | P | 2016-11-28 | 2017-12-15 | $1,598 | $1,639 | -$41 | -$41 |
| 55SHS GENERAL ELECTRIC CO: GE | P | 2016-03-31 | 2017-04-20 | $1,671 | $1,753 | -$82 | -$82 |
| 25SHS GILEAD SCIENCES INC: GILD | P | 2016-04-20 | 2017-09-07 | $2,127 | $2,211 | -$84 | -$84 |
| 25SHS GILEAD SCIENCES INC: GILD | P | 2016-04-20 | 2017-12-15 | $1,874 | $2,211 | -$337 | -$337 |
| 50SHS LIBERTY INTERACTV: QVCA | P | 2016-09-07 | 2017-12-15 | $1,221 | $1,080 | $141 | $141 |
| 25SHS LIBERTY MEDIA CORP SERIES C LIBERTY | P | 2016-03-31 | 2017-08-16 | $1,076 | $751 | $325 | $325 |
| 55SHS MARATHON PETE CORP: MPC | P | 2016-03-31 | 2017-11-01 | $3,354 | $2,003 | $1,351 | $1,351 |
| 25SHS MICHAEL KORS HLDGS F: KORS | P | 2016-03-31 | 2017-08-16 | $1,105 | $1,422 | -$317 | -$317 |
| 75SHS MICHAEL KORS HLDGS F: KORS | P | 2016-03-31 | 2017-11-02 | $3,569 | $4,265 | -$696 | -$696 |
| 10.2994SHS MICRO FOCUS INT FUNSPONSORED ADR | P | 2016-11-23 | 2017-11-27 | $349 | $302 | $47 | $47 |
| 0.5SHS NATIONAL GRID PLC FUNSPONSORED ADR | P | 2016-03-31 | 2017-05-26 | $35 | $39 | -$4 | -$4 |
| 50SHS NETAPP INC: NTAP | P | 2016-03-31 | 2017-05-16 | $2,066 | $1,336 | $730 | $730 |
| 25SHS NETAPP INC: NTAP | P | 2016-03-31 | 2017-12-08 | $1,446 | $668 | $778 | $778 |
| 25SHS NETAPP INC: NTAP | P | 2016-03-31 | 2017-12-11 | $1,463 | $668 | $795 | $795 |
| 50SHS NEWS CORP CLASS | P | 2016-03-31 | 2017-11-30 | $812 | $663 | $149 | $149 |
| 150SHS NEWS CORP CLASS | P | 2016-03-31 | 2017-12-01 | $2,442 | $1,989 | $453 | $453 |
| 90SHS NEWS CORP CLASS | P | 2016-03-31 | 2017-12-04 | $1,484 | $1,193 | $291 | $291 |
| 25SHS ORACLE CORPORATION: ORCL | P | 2016-03-31 | 2017-06-22 | $1,255 | $1,028 | $227 | $227 |
| 50SHS PPL CORPORATION: PPL | P | 2016-03-31 | 2017-06-01 | $1,987 | $1,883 | $104 | $104 |
| 25SHS PROGRESSIVE CO OHIO: PGR | P | 2016-03-31 | 2017-05-24 | $1,038 | $877 | $161 | $161 |
| 318.873SHS T ROWE PRICE BLUE CHIP GROWTH FD INV: | P | 2007-08-17 | 2017-09-29 | $29,547 | $12,047 | $17,500 | $17,500 |
| 416.549SHS T ROWE PRICE BLUE CHIP GROWTH FD INV: | P | 2007-08-17 | 2017-12-12 | $41,230 | $15,737 | $25,493 | $25,493 |
| 50SHS TEVA PHARM INDS LTD FSPONSORED ADR | P | 2016-04-20 | 2017-08-16 | $890 | $2,574 | -$1,684 | -$1,684 |
| 10SHS VALERO ENERGY CORP: VLO | P | 2016-06-23 | 2017-11-01 | $804 | $540 | $264 | $264 |
| 25SHS VALERO ENERGY CORP: VLO | P | 2016-07-12 | 2017-11-01 | $2,010 | $1,238 | $772 | $772 |
| 25SHS VALERO ENERGY CORP: VLO | P | 2016-07-26 | 2017-11-01 | $2,010 | $1,325 | $685 | $685 |
| 25SHS WAL-MART STORES INC: WMT | P | 2016-03-31 | 2017-08-08 | $2,037 | $1,719 | $318 | $318 |
| 45SHS WAL-MART STORES INC: WMT | P | 2016-03-31 | 2017-11-08 | $4,054 | $3,094 | $960 | $960 |
| 55SHS XCEL ENERGY INC: XEL | P | 2016-03-31 | 2017-04-19 | $2,461 | $2,289 | $172 | $172 |
| 20SHS ADVANCE AUTO PARTS: AAP | P | 2017-04-05 | 2017-08-18 | $1,866 | $2,889 | -$1,023 | -$1,023 |
| 15SHS ADVANCE AUTO PARTS: AAP | P | 2017-05-24 | 2017-08-18 | $1,399 | $2,001 | -$602 | -$602 |
| 10SHS ADVANCE AUTO PARTS: AAP | P | 2017-06-08 | 2017-08-18 | $933 | $1,301 | -$368 | -$368 |
| 10SHS ADVANCE AUTO PARTS: AAP | P | 2017-06-20 | 2017-08-18 | $933 | $1,252 | -$319 | -$319 |
| 20SHS ADVANCE AUTO PARTS: AAP | P | 2017-06-28 | 2017-08-18 | $1,866 | $2,382 | -$516 | -$516 |
| 30SHS ADVANCE AUTO PARTS: AAP | P | 2017-06-28 | 2017-08-28 | $2,818 | $3,573 | -$755 | -$755 |
| 50SHS ALLIANT ENERGY CORP: LNT | P | 2016-03-31 | 2017-02-24 | $1,966 | $1,848 | $118 | $118 |
| 70SHS ALLIANT ENERGY CORP: LNT | P | 2016-03-31 | 2017-03-23 | $2,781 | $2,587 | $194 | $194 |
| 25SHS AMC NETWORKS INC CL | P | 2016-11-23 | 2017-04-27 | $1,496 | $1,354 | $142 | $142 |
| 25SHS AMC NETWORKS INC CL | P | 2016-08-05 | 2017-06-13 | $1,414 | $1,349 | $65 | $65 |
| 25SHS AMERICAN EXPRESS CO: AXP | P | 2016-03-31 | 2017-02-07 | $1,935 | $1,513 | $422 | $422 |
| 25SHS APPLE INC: AAPL | P | 2016-03-31 | 2017-02-07 | $3,282 | $2,742 | $540 | $540 |
| 70SHS ARAMARK: ARMK | P | 2016-03-31 | 2017-02-08 | $2,454 | $2,301 | $153 | $153 |
| 0.1808SHS D X C TECHNOLOGY COM: DXC | P | 2017-01-04 | 2017-04-03 | $12 | $12 | $0 | $0 |
| 50SHS EBAY INC: EBAY | P | 2016-11-17 | 2017-02-27 | $1,704 | $1,434 | $270 | $270 |
| 25SHS EBAY INC: EBAY | P | 2016-11-17 | 2017-07-20 | $926 | $717 | $209 | $209 |
| 50SHS FIRST SOLAR INC: FSLR | P | 2016-08-08 | 2017-07-28 | $2,442 | $2,224 | $218 | $218 |
| 25SHS FIRST SOLAR INC: FSLR | P | 2016-10-10 | 2017-08-29 | $1,204 | $969 | $235 | $235 |
| 25SHS FIRST SOLAR INC: FSLR | P | 2016-10-10 | 2017-09-18 | $1,223 | $969 | $254 | $254 |
| 75SHS FIRST SOLAR INC: FSLR | P | 2017-03-23 | 2017-09-18 | $3,669 | $2,148 | $1,521 | $1,521 |
| 75SHS GAP INC: GPS | P | 2016-04-26 | 2017-01-18 | $1,779 | $1,793 | -$14 | -$14 |
| 25SHS HCA HOLDINGS INC: HCA | P | 2016-11-30 | 2017-01-04 | $1,921 | $1,789 | $132 | $132 |
| 65SHS KOHLS CORP: KSS | P | 2016-04-26 | 2017-01-04 | $3,289 | $2,966 | $323 | $323 |
| 78SHS LIBERTY INTERACTV: LVNTA | P | 2016-03-31 | 2017-02-03 | $3,387 | $2,761 | $626 | $626 |
| 12SHS LIBERTY MEDIA CORP | P | 2016-03-31 | 2017-01-03 | $240 | $266 | -$26 | -$26 |
| 2SHS LIBERTY MEDIA CORP | P | 2016-03-31 | 2017-01-04 | $40 | $44 | -$4 | -$4 |
| 7SHS LIBERTY MEDIA CORP | P | 2016-06-27 | 2017-01-04 | $139 | $100 | $39 | $39 |
| 60SHS MACYS INC: M | P | 2016-05-18 | 2017-03-16 | $1,793 | $1,816 | -$23 | -$23 |
| 75SHS MACYS INC: M | P | 2017-01-18 | 2017-03-16 | $2,241 | $2,212 | $29 | $29 |
| 25SHS MADISON SQUARE GARDE | P | 2016-11-10 | 2017-05-10 | $5,027 | $4,266 | $761 | $761 |
| 15SHS MADISON SQUARE GARDE | P | 2016-10-17 | 2017-07-19 | $3,048 | $2,440 | $608 | $608 |
| 10SHS MADISON SQUARE GARDE | P | 2016-10-17 | 2017-07-24 | $2,122 | $1,626 | $496 | $496 |
| 25SHS MARATHON PETE CORP: MPC | P | 2016-03-31 | 2017-01-03 | $1,316 | $911 | $405 | $405 |
| 10SHS MCKESSON CORPORATION: MCK | P | 2016-06-02 | 2017-06-01 | $1,651 | $1,883 | -$232 | -$232 |
| 40SHS MEDTRONIC PLC F: MD | P | 2016-03-31 | 2017-01-18 | $3,022 | $3,017 | $5 | $5 |
| 0.4652SHS MICRO FOCUS INT FUNSP | P | 2017-03-03 | 2017-09-02 | $13 | $14 | -$1 | -$1 |
| 10.2994SHS MICRO FOCUS INT FUNSP | P | 2017-01-04 | 2017-11-27 | $349 | $302 | $47 | $47 |
| 6.401SHS MICRO FOCUS INT FUNSP | P | 2017-03-03 | 2017-11-27 | $217 | $188 | $29 | $29 |
| 75SHS MYLAN NV F: MYL | P | 2017-08-18 | 2017-11-14 | $2,826 | $2,330 | $496 | $496 |
| 2SHS PRICELINE GROUP: PCLN | P | 2016-05-04 | 2017-01-30 | $3,196 | $2,478 | $718 | $718 |
| 35SHS PROCTER & GAMBLE: PG | P | 2016-03-31 | 2017-01-20 | $3,061 | $2,900 | $161 | $161 |
| 25SHS QUALCOMM INC: QCOM | P | 2017-01-25 | 2017-11-03 | $1,566 | $1,368 | $198 | $198 |
| 30SHS QUALCOMM INC: QCOM | P | 2017-02-03 | 2017-11-03 | $1,879 | $1,547 | $332 | $332 |
| 20SHS QUALCOMM INC: QCOM | P | 2017-06-01 | 2017-11-03 | $1,253 | $1,162 | $91 | $91 |
| 175SHS ROLLS-ROYCE HLDGS F | P | 2016-03-31 | 2017-01-18 | $1,493 | $1,727 | -$234 | -$234 |
| 75SHS SEATTLE SPIN CO: 42824C992 | P | 2016-11-23 | 2017-09-01 | $302 | $283 | $19 | $19 |
| 25SHS SEATTLE SPIN CO: 42824C992 | P | 2017-01-04 | 2017-09-01 | $101 | $98 | $3 | $3 |
| 50SHS SEATTLE SPIN CO: 42824C992 | P | 2017-01-04 | 2017-09-01 | $201 | $196 | $5 | $5 |
| 50SHS SEATTLE SPIN CO: 42824C992 | P | 2017-03-03 | 2017-09-01 | $201 | $193 | $8 | $8 |
| 55SHS SUNTRUST BANKS INC: STI | P | 2016-03-31 | 2017-01-04 | $3,082 | $2,006 | $1,076 | $1,076 |
| 50SHS TEVA PHARM INDS LTD F | P | 2016-03-31 | 2017-02-16 | $1,811 | $2,710 | -$899 | -$899 |
| 50SHS TEVA PHARM INDS LTD F | P | 2016-10-04 | 2017-08-16 | $890 | $2,308 | -$1,418 | -$1,418 |
| 75SHS TEVA PHARM INDS LTD F | P | 2016-12-06 | 2017-08-16 | $1,335 | $2,633 | -$1,298 | -$1,298 |
| 25SHS VALERO ENERGY CORP: VLO | P | 2016-03-31 | 2017-03-23 | $1,685 | $1,600 | $85 | $85 |
| 75SHS WHOLE FOODS MARKET: WFM | P | 2016-09-07 | 2017-07-18 | $3,129 | $2,185 | $944 | $944 |
| 50SHS WHOLE FOODS MARKET: WFM | P | 2016-09-16 | 2017-07-18 | $2,086 | $1,428 | $658 | $658 |
| 25SHS XCEL ENERGY INC: XEL | P | 2016-03-31 | 2017-03-23 | $1,107 | $1,040 | $67 | $67 |
| 10SHS ALLERGAN PLC F: AGN | P | 2016-03-31 | 2017-06-20 | $2,391 | $2,765 | -$374 | -$374 |
| 3SHS ALPHABET INC. CLASS | P | 2016-03-31 | 2017-04-20 | $2,527 | $2,248 | $279 | $279 |
| 2SHS ALPHABET INC. CLASS | P | 2016-03-31 | 2017-05-11 | $1,855 | $1,499 | $356 | $356 |
| 25SHS AMC NETWORKS INC CL | P | 2016-08-05 | 2017-12-08 | $1,334 | $1,349 | -$15 | -$15 |
| 25SHS AMERICAN EXPRESS CO: AXP | P | 2016-03-31 | 2017-06-20 | $2,059 | $1,513 | $546 | $546 |
| 30SHS AMERICAN EXPRESS CO: AXP | P | 2016-03-31 | 2017-06-26 | $2,489 | $1,815 | $674 | $674 |
| 195SHS DISCOVERY COMM INC | P | 2016-03-31 | 2017-10-31 | $3,444 | $5,185 | -$1,741 | -$1,741 |
| 100SHS DISCOVERY COMM INC | P | 2016-10-04 | 2017-10-31 | $1,766 | $2,694 | -$928 | -$928 |
| 45SHS EBAY INC: EBAY | P | 2016-03-31 | 2017-07-20 | $1,668 | $1,086 | $582 | $582 |
| 50SHS FIRSTENERGY CORP: FE | P | 2016-06-20 | 2017-10-16 | $1,605 | $1,713 | -$108 | -$108 |
| 50SHS FIRSTENERGY CORP: FE | P | 2016-11-28 | 2017-12-15 | $1,598 | $1,639 | -$41 | -$41 |
| 45SHS GENERAL ELECTRIC CO: GE | P | 2016-03-31 | 2017-04-20 | $1,366 | $1,435 | -$69 | -$69 |
| 25SHS GILEAD SCIENCES INC: GILD | P | 2016-03-31 | 2017-09-07 | $2,127 | $2,300 | -$173 | -$173 |
| 75SHS LIBERTY INTERACTV: QVCA | P | 2016-09-07 | 2017-12-15 | $1,834 | $1,619 | $215 | $215 |
| 60SHS MARATHON PETE CORP: MPC | P | 2016-03-31 | 2017-11-01 | $3,659 | $2,185 | $1,474 | $1,474 |
| 50SHS MICHAEL KORS HLDGS | P | 2016-03-31 | 2017-08-16 | $2,216 | $2,844 | -$628 | -$628 |
| 80SHS MICHAEL KORS HLDGS | P | 2016-03-31 | 2017-11-02 | $3,807 | $4,550 | -$743 | -$743 |
| 10.2994SHS MICRO FOCUS INT FUNSP | P | 2016-11-23 | 2017-11-27 | $349 | $302 | $47 | $47 |
| 0.9166SHS NATIONAL GRID PLC FU | P | 2016-03-31 | 2017-05-26 | $64 | $72 | -$8 | -$8 |
| 50SHS NETAPP INC: NTAP | P | 2016-03-31 | 2017-12-08 | $2,897 | $1,336 | $1,561 | $1,561 |
| 50SHS NETAPP INC: NTAP | P | 2016-03-31 | 2017-12-11 | $2,932 | $1,336 | $1,596 | $1,596 |
| 25SHS NETAPP INC: NTAP | P | 2016-03-31 | 2017-12-15 | $1,431 | $668 | $763 | $763 |
| 50SHS NEWS CORP CLASS | P | 2016-03-31 | 2017-11-30 | $812 | $663 | $149 | $149 |
| 100SHS NEWS CORP CLASS | P | 2016-03-31 | 2017-12-01 | $1,627 | $1,326 | $301 | $301 |
| 100SHS NEWS CORP CLASS | P | 2016-03-31 | 2017-12-04 | $1,649 | $1,326 | $323 | $323 |
| 50SHS PPL CORPORATION: PPL | P | 2016-03-31 | 2017-06-01 | $1,987 | $1,883 | $104 | $104 |
| 40SHS TEVA PHARM INDS LTD F | P | 2016-03-31 | 2017-08-16 | $712 | $2,168 | -$1,456 | -$1,456 |
| 5SHS VALERO ENERGY CORP: VLO | P | 2016-03-31 | 2017-11-01 | $402 | $320 | $82 | $82 |
| 25SHS VALERO ENERGY CORP: VLO | P | 2016-06-23 | 2017-11-01 | $2,010 | $1,351 | $659 | $659 |
| 25SHS VALERO ENERGY CORP: VLO | P | 2016-07-12 | 2017-11-01 | $2,010 | $1,238 | $772 | $772 |
| 25SHS WAL-MART STORES INC: WMT | P | 2016-03-31 | 2017-08-08 | $2,037 | $1,719 | $318 | $318 |
| 50SHS WAL-MART STORES INC: WMT | P | 2016-03-31 | 2017-11-08 | $4,504 | $3,438 | $1,066 | $1,066 |
| 60SHS XCEL ENERGY INC: XEL | P | 2016-03-31 | 2017-04-19 | $2,685 | $2,497 | $188 | $188 |
| CAPITAL GAINS DIVIDENDS | P | $5,528 | $5,528 | $5,528 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $68,137 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $118,450 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,850,466 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.041555 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $98,893 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,952,421 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.033496 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $104,424 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,075,227 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.033957 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $97,895 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,928,907 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.033424 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $118,720 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,773,387 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.042807 | DistributionYr5Rt |
| Total Distribution | 0.185239 | TotalDistributionRt |
| Average Distribution | 0.037048 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,022,418 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $111,975 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,361 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $113,336 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $121,405 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,361 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,361 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,361 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,063 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,063 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $702 | OverpaymentAmt |
| Applied To ES Tax | $702 | 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 |
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 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| MARK H STEVENS | ||||||||
| POST OFFICE BOX 1688 | PETERSBURG | VA | 238051688 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| EMILY WALKER | ||||||||
| 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 | SECRETARY | 0.50 | $0 | $0 | $0 |
| WILLIAM A YOUNG JR | ||||||||
| POST OFFICE BOX 1688 | PETERSBURG | VA | 238051688 | TREASURER | 0.50 | $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 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| KEVIN MASSENGILL | ||||||||
| 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 | $67,500 | Expenses1Amt |
| Description2 | SCHOLARSHIPS TO COLLEGE STUDENTS | Description2Txt |
| Expenses2 | $49,000 | Expenses2Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,013,509 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $54,936 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,068,445 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,068,445 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $46,027 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,022,418 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $151,121 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $151,121 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,361 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,361 | TotalTaxAmt |
| Distributable Before Adj | $149,760 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $149,760 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $149,760 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $121,405 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $121,405 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,361 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $120,044 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $149,760 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $93,676 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $121,405 | QualifyingDistributionsAmt |
| Applied To Year1 | $93,676 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $27,729 | 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 | $122,031 | 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 FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | MAY AND SEPTEMBER | SubmissionDeadlinesTxt |
| Restrictions On Awards | LIMITED TO RESIDENTS OF SOUTHSIDE VIRGINIA | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (59 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| SOUTHSIDE CHAPTER OF AMERICAN RED CROSS | ||||||
| PO BOX 1261 | HOPEWELL | VA | 23860 | NONE | CHARITABLE GRANTS | $1,000 |
| HISTORIC FARMER'S BANK PETERSBURG | ||||||
| 1706 BRANDON AVENUE | PETERSBURG | VA | 23805 | NONE | CHARITABLE GRANTS | $1,500 |
| CARSON COMMUNITY FOOD PANTRY | ||||||
| 12715 ACORN DRIVE | NORTH DINWIDDIE | VA | 23805 | NONE | CHARITABLE GRANTS | $2,500 |
| CRATER COMMUNITY HOSPICE | ||||||
| 3916 SOUTH CRATER ROAD | PETERSBURG | VA | 23805 | NONE | CHARITABLE GRANTS | $2,500 |
| ST JOSEPH'S VILLA | ||||||
| 8000 BROOK ROAD | RICHMOND | VA | 23227 | NONE | CHARITABLE GRANTS | $2,500 |
| JACKSON-FIELD HOMES | ||||||
| 546 WALNUT GROVE DRIVE | JARRATT | VA | 23867 | NONE | CHARITABLE GRANTS | $3,000 |
| PREGNANCY SUPPORT CENTER OF THE TRI-CITIES | ||||||
| 700 S SYCAMORE STREET SUITE 12 | PETERSBURG | VA | 23803 | NONE | CHARITABLE GRANTS | $3,000 |
| SWIFT CREEK MILL THEATER | ||||||
| PO BOX 41 | COLONIAL HEIGHTS | VA | 23831 | NONE | CHARITABLE GRANTS | $3,000 |
| PETERSBURG SYMPHONY ORCHESTRA | ||||||
| PO BOX 2146 | PETERSBURG | VA | 23805 | NONE | CHARITABLE GRANTS | $3,500 |
| CARES INC | ||||||
| PO BOX 1167 | PETERSBURG | VA | 23804 | NONE | CHARITABLE GRANTS | $5,000 |
| DOWNTOWN CHURCHES UNITED INC HOPE CENTER | ||||||
| PO BOX 1202 | PETERSBURG | VA | 23805 | NONE | CHARITABLE GRANTS | $5,000 |
| FELLOWSHIP OF CHRISTIAN ATHLETES | ||||||
| 320 NEWCASTLE DRIVE | COLONIAL HEIGHTS | VA | 23834 | NONE | CHARITABLE GRANTS | $5,000 |
| HEART OF VIRGINIA COUNCIL BOY SCOUTS OF AMERICA | ||||||
| PO BOX 751 | PETERSBURG | VA | 23804 | NONE | CHARITABLE GRANTS | $5,000 |
| JAMES HOUSE | ||||||
| 6610 COMMONS DRIVE SUITE C | PRINCE GEORGE | VA | 23875 | NONE | CHARITABLE GRANTS | $5,000 |
| JOHN TYLER FOUNDATION | ||||||
| 800 CHARTER COLONY PARKWAY | MIDLOTHIAN | VA | 23114 | NONE | CHARITABLE GRANTS | $5,000 |
| PETERSBURG FAMILY YMCA | ||||||
| 120 N MADISON STREET | PETERSBURG | VA | 23803 | NONE | CHARITABLE GRANTS | $5,000 |
| SUPER KIDS MINISTRIES INC | ||||||
| PO BOX 637 | HOPEWELL | VA | 23860 | NONE | CHARITABLE GRANTS | $5,000 |
| TRI-CITIES WORKCAMPS INC | ||||||
| PO BOX 1761 | PETERSBURG | VA | 23805 | NONE | CHARITABLE GRANTS | $5,000 |
| HAROLD SMITH | ||||||
| 13395 FAIRWOOD ROAD | PETERSBURG | VA | 23805 | NONE | EDUCATIONAL SCHOLARSHIPS | $250 |
| JOHN LESTER | ||||||
| 1536 MOUNT PLEASANT DRIVE | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $500 |
| JORDAN ADAMS | ||||||
| 2091 EXETER MILL ROAD | CHURCH ROAD | VA | 23833 | NONE | EDUCATIONAL SCHOLARSHIPS | $500 |
| HANNAH CARPER | ||||||
| 306 WINSTON AVENUE | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $500 |
| ALYSSA LIVELY | ||||||
| 4007 WOODCROFT DRIVE | DISPUTANTA | VA | 23842 | NONE | EDUCATIONAL SCHOLARSHIPS | $750 |
| JESSICA BRYANT | ||||||
| 1176 WICKER DRIVE | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $750 |
| ZACKERY CHAFIN | ||||||
| 14825 HALIFAX ROAD | CARSON | VA | 23830 | NONE | EDUCATIONAL SCHOLARSHIPS | $750 |
| BENJAMIN NAPIER | ||||||
| 209 NORWOOD DRIVE | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| DANIEL ROSE | ||||||
| 3124 TALLEYWOOD LANE | CHESTER | VA | 23831 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| HUNTER FRAKES | ||||||
| 12945 HATCHER DRIVE | CHURCH ROAD | VA | 23833 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| LINDSEY RICHARDSON | ||||||
| 5509 TRINITY CHURCH ROAD | CHURCH ROAD | VA | 23833 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| MATTHEW CULBREATH | ||||||
| 7219 ANDERSON MILL ROAD | CHURCH ROAD | VA | 23833 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| MEREDITH SHORT | ||||||
| 12148 WERTH STREET | CHESTER | VA | 23831 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| MICHAELA STEVENS | ||||||
| 24620 SMITH GROVE ROAD | NORTH DINWIDDIE | VA | 23803 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| NATHAN WEST | ||||||
| 3119 TALLEYWOOD LANE | CHESTER | VA | 23831 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| ROBERT ELEY | ||||||
| 3616 LUNDIE LANE | PETERSBURG | VA | 23805 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| TYLER SPIERS | ||||||
| 21014 DOUBLE BRANCH ROAD | STONY CREEK | VA | 23882 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| SYDNEY PETERSON | ||||||
| 337 MALLARD DRIVE | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| ANDREW MEHFOUD | ||||||
| 131 DUNOON COURT | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| JONATHAN HARTSON | ||||||
| 119 BRIARCLIFFE COURT | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| KATHERINE LODEN | ||||||
| 5814 TROY LANE | SUTHERLAND | VA | 23885 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| NICOLE BLANKENSHIP | ||||||
| 1354 RIVEROAKS DRIVE | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| ANDREW THOMPSON | ||||||
| 15913 GLEBE ROAD | DEWITT | VA | 23840 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| HUNTER SPIERS | ||||||
| 21014 DOUBLE BRANCH ROAD | STONY CREEK | VA | 23882 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| KAITLYN LEWIS | ||||||
| 10317 BOISSEAU ROAD | SUTHERLAND | VA | 23885 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| REBECCA KARP | ||||||
| 14750 BRIARPATCH LANE | DEWITT | VA | 23840 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| HANNAH BURCH | ||||||
| 120 A LAKESIDE DRIVE | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,250 |
| JAMIE LAFOON | ||||||
| 19427 OXFORD LANE | SUTHERLAND | VA | 23885 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,250 |
| KATHLEEN MCNINCH | ||||||
| 15101 SPRUCE AVENUE | CHESTER | VA | 23836 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,250 |
| HALEY BENDALL | ||||||
| 7004 SEAL LANE | DISPUTANTA | VA | 23842 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,500 |
| MARGARET GRAHAM | ||||||
| 402 HIGH STREET | PETERSBURG | VA | 23803 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,500 |
| CHRISTOPHER RAKES | ||||||
| 6627 HAIR ROAD | DISPUTANTA | VA | 23842 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,500 |
| ELIZABETH WILSON | ||||||
| 10749 BLAND RIDGE COURT | PETERSBURG | VA | 23805 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,500 |
| JACOB CROWDER | ||||||
| 3813 PERTHSHIRE LANE | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,500 |
| KAYLEIGH MOORE | ||||||
| 5501 STATION ROAD | SUTHERLAND | VA | 23885 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,500 |
| KELLEY BAIRD | ||||||
| 3200 LONGHORN DRIVE | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,500 |
| AMANDA WHITLEY | ||||||
| 3310 SAINT CHARLES STREET | HOPEWELL | VA | 23860 | NONE | EDUCATIONAL SCHOLARSHIPS | $2,000 |
| BRADEN JOHNSON | ||||||
| 4540 RIDGECREST LANE | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $2,000 |
| NOAH MURDOCK | ||||||
| 3648 HAWICK DRIVE | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $2,000 |
| BENJAMIN BRANZELLE | ||||||
| 18501 NAMOZINE ROAD | SUTHERLAND | VA | 23885 | NONE | EDUCATIONAL SCHOLARSHIPS | $2,750 |
| PAMELA RIDPATH | ||||||
| 1836 DUKE OF GLOUCESTER STREET | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $116,500 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ANDREW MEHFOUD | ||||||
| 131 DUNOON COURT | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $500 |
| JONATHAN HARTSON | ||||||
| 119 BRIARCLIFFE COURT | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $500 |
| KATHERINE LODEN | ||||||
| 5814 TROY LANE | SUTHERLAND | VA | 23885 | NONE | EDUCATIONAL SCHOLARSHIPS | $500 |
| NICOLE BLANKENSHIP | ||||||
| 1354 RIVEROAKS DRIVE | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $500 |
| ALYSSA LIVELY | ||||||
| 4007 WOODCROFT DRIVE | DISPUTANTA | VA | 23842 | NONE | EDUCATIONAL SCHOLARSHIPS | $750 |
| HANNAH BURCH | ||||||
| 120 A LAKESIDE DRIVE | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $750 |
| JAMIE LAFOON | ||||||
| 19427 OXFORD LANE | SUTHERLAND | VA | 23885 | NONE | EDUCATIONAL SCHOLARSHIPS | $750 |
| KATHLEEN MCNINCH | ||||||
| 15101 SPRUCE AVENUE | CHESTER | VA | 23836 | NONE | EDUCATIONAL SCHOLARSHIPS | $750 |
| CHRISTOPHER RAKES | ||||||
| 6627 HAIR ROAD | DISPUTANTA | VA | 23842 | NONE | EDUCATIONAL SCHOLARSHIPS | $750 |
| ELIZABETH WILSON | ||||||
| 10749 BLAND RIDGE COURT | PETERSBURG | VA | 23805 | NONE | EDUCATIONAL SCHOLARSHIPS | $750 |
| JACOB CROWDER | ||||||
| 3813 PERTHSHIRE LANE | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $750 |
| KAYLEIGH MOORE | ||||||
| 5501 STATION ROAD | SUTHERLAND | VA | 23885 | NONE | EDUCATIONAL SCHOLARSHIPS | $750 |
| BENJAMIN NAPIER | ||||||
| 209 NORWOOD DRIVE | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| DANIEL ROSE | ||||||
| 3124 TALLEYWOOD LANE | CHESTER | VA | 23831 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| HUNTER FRAKES | ||||||
| 12945 HATCHER DRIVE | CHURCH ROAD | VA | 23833 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| LINDSEY RICHARDSON | ||||||
| 5509 TRINITY CHURCH ROAD | CHURCH ROAD | VA | 23833 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| MATTHEW CULBREATH | ||||||
| 7219 ANDERSON MILL ROAD | CHURCH ROAD | VA | 23833 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| MEREDITH SHORT | ||||||
| 12148 WERTH STREET | CHESTER | VA | 23831 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| MICHAELA STEVENS | ||||||
| 24620 SMITH GROVE ROAD | NORTH DINWIDDIE | VA | 23803 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| NATHAN WEST | ||||||
| 3119 TALLEYWOOD LANE | CHESTER | VA | 23831 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| ROBERT ELEY | ||||||
| 3616 LUNDIE LANE | PETERSBURG | VA | 23805 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| TYLER SPIERS | ||||||
| 21014 DOUBLE BRANCH ROAD | STONY CREEK | VA | 23882 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| MARGARET GRAHAM | ||||||
| 402 HIGH STREET | PETERSBURG | VA | 23803 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| AMANDA WHITLEY | ||||||
| 3310 SAINT CHARLES STREET | HOPEWELL | VA | 23860 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| BRADEN JOHNSON | ||||||
| 4540 RIDGECREST LANE | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| NOAH MURDOCK | ||||||
| 3648 HAWICK DRIVE | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| SYDNEY PETERSON | ||||||
| 337 MALLARD DRIVE | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,250 |
| JESSICA BRYANT | ||||||
| 1176 WICKER DRIVE | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,500 |
| KAITLYN LEWIS | ||||||
| 10317 BOISSEAU ROAD | SUTHERLAND | VA | 23885 | NONE | EDUCATIONAL SCHOLARSHIPS | $2,000 |
| HANNAH CARPER | ||||||
| 306 WINSTON AVENUE | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $28,750 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $82,427 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $68,137 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $150,566 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $150,566 | 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 | $4,475 | Amt |
| Net Investment Income | $4,475 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BONDS (BOND FUNDS) - UNRESTRICTED | $496,726 | $495,926 |
| BONDS (BOND FUNDS) - RESTRICTED | $438,619 | $438,213 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| STOCKS (EQUITIES) - UNRESTRICTED | $331,881 | $379,575 |
| BONDS (EQUITY FUNDS) - UNRESTRICTED | $595,069 | $698,354 |
| STOCKS (EQUITIES) - RESTRICTED | $333,533 | $380,823 |
| BONDS (EQUITY FUNDS) - RESTRICTED | $541,794 | $683,986 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSES | $166 | $0 | $166 |
| BANK SERVICE CHARGES | $20 | $0 | $20 |
| INSURANCE | $774 | $0 | $774 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $9,322 | Amt |
| Net Investment Income | $9,322 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $275 | $0 | $275 |
| FOREIGN TAXES | $683 | $683 | $0 |
Comments