2018-01-11T14:37:45-06:00 2017-06-30 453936274 BETH MOORE & ASSOCIATES CPAS PO BOX 120547 NEWPORT NEWS VA 23612 990 2016-07-01 540971072 SARAH BONWELL HUDGINS FOUNDATION INC SARA 7578278757 1 SINGLETON DRIVE HAMPTON VA 23666 SARAH E MESSERSMITH PRESIDENT 7578278757 2017-12-20 1 BETH W MOORE CPA P00086366 7572241174 70.169.155.42 2017-12-20 10:41:28 ES P 31EF522C9380E1FE80BE6BB0EB2F9C22032F9E04 AC8EFB342B7D8916A2E4CDEA71B73FABCCD6265E 2016 2021-01-29 14:40:06Z SARAH E MESSERSMITH 1 SINGLETON DRIVE HAMPTON VA 23666 1058895 0 X WWW.SARAHBONWELLHUDGINS.ORG X 1966 VA TO ENHANCE THE LIVES OF PEOPLE WITH MENTAL AND PHYSICAL DISABILITIES THROUGH DEVELOPMENT AND MAINTENANCE OF A CENTRALIZED 40 ACRE CAMPUS OF BUILDINGS LEASED TO APPROPRIATE SERVICE PROVIDERS. 17 17 7 16 0 0 38242 9719 231274 303531 46815 110113 5419 -7888 321750 415475 14426 27904 0 0 190641 104104 0 0 0 522510 474823 727577 606831 -405827 -191356 7324036 7309116 326798 282491 6997238 7026625 TO ENHANCE THE LIVES OF PEOPLE WITH MENTAL AND PHYSICAL DISABILITIES THROUGH DEVELOPMENT AND MAINTENANCE OF A CENTRALIZED 40 ACRE CAMPUS OF BUILDINGS LEASED TO APPROPRIATE SERVICE PROVIDERS. 0 0 484746 27904 303615 DEPRECIATION AND MAINTENANCE ON FACILITIES USED AS A TRAINING AND REHABILITATION CENTER FOR MENTALLY DISABLED PERSONS. 484746 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 8 0 1 7 1 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 1 1 1 0 VA X EXECUTIVE DIRECTOR 7578278757 1 SINGLETON DRIVE HAMPTON VA 23666 SARAH MESSERSMITH PRESIDENT 1.00 X X 0 0 0 RICHARD BAGLEY JR SECOND VICE PRESIDENT 1.00 X X 0 0 0 SARAH PUCKETT ASSOCIATE TREASURER 1.00 X X 0 0 0 CHARLES ELINSKY TRUSTEE 1.00 X 0 0 0 EDITH WHITE TRUSTEE 1.00 X 0 0 0 HERBERT GREEN TRUSTEE 1.00 X 0 0 0 TOM HARTMAN TRUSTEE 1.00 X 0 0 0 BENJAMIN A HUGGIN TRUSTEE 1.00 X 0 0 0 CATHIE HARNEY TRUSTEE 1.00 X 0 0 0 GEORGE LEAGUE TRUSTEE 1.00 X 0 0 0 JENNIFER REGISTER FIRST VICE PRESIDENT 1.00 X X 0 0 0 DON SWAIN TRUSTEE 1.00 X 0 0 0 KIRK WALL TRUSTEE 1.00 X 0 0 0 DEL DAVID E YANCEY TRUSTEE 1.00 X 0 0 0 CARYL S STEPHENS SECRETARY 1.00 X X 0 0 0 WILLIAM STINEBAUGH TREASURER 1.00 X X 0 0 0 SOUTH PATTERSON TRUSTEE 1.00 X 0 0 0 CARYL S JOHNSON INTERIM EXECUTIVE DIRECTOR 24.00 X X 35958 0 0 LORRI POWERS EXECUTIVE DIRECTOR 40.00 X X 0 0 0 35958 0 0 0 0 0 0 0 9719 9719 COMPLEX RENTAL 532000 303531 303531 303531 68643 68643 663431 619011 2950 44420 -2950 41470 41470 13487 21459 -7972 -7972 OTHER INCOME 900099 84 84 84 415475 303615 0 102141 27904 27904 67832 40699 27133 30341 18205 12136 5931 2927 3004 4480 4480 17743 17743 5015 5015 30040 23280 6760 719 719 12234 12234 219720 202370 17350 26285 19145 7140 REPAIRS AND MAINTENANCE 110000 110000 PROPERTY TAXES AND FEES 13888 13888 UTILITIES 13102 3829 9273 MISCELLANEOUS 9465 9465 12132 800 11332 606831 484746 122085 0 39725 201780 1889 14687 3623 12455 8910925 4868546 4252456 4042379 3016245 3027307 10098 10508 7324036 7309116 1425 959 318373 274532 7000 7000 326798 282491 X 6997238 7026625 6997238 7026625 7324036 7309116 -191356 220743 0 X X 0 1 X 1 0 X 30628 34936 25011 38242 9719 138536 30628 34936 25011 38242 9719 138536 138536 70888 69241 136096 85869 68643 430737 84 84 569357 1496182 0.24330 0.26630 X THE FOUNDATION MEETS THE FACTS AND CIRCUMSTANCES TEST AS FOLLOWS:-DURING THE FISCAL YEAR THE ORGANIZATION RECEIVED GENERAL PUBLIC SUPPORT IN EXCESS OF 10% AND THE 5 YEAR AVERAGE WAS IN EXCESS OF 10%.- THE FOUNDATION HAS A BONA FIDE PROGRAM FOR SOLICITATION OF FUNDS FROM THE GENERAL PUBLIC. THE NEW EXECUTIVE DIRECTOR IS TASKED WITH INCREASING THE PUBLIC SUPPORT IN THE UPCOMING YEAR.- THE CURRENT YEAR SUPPORT CAME FROM VARIOUS INDIVIDUAL MEMBERS AND BUSINESSES IN THE LOCAL COMMUNITY.- THE BOARD OF DIRECTORS REPRESENT A BROAD RANGE OF INDIVIDUAL FROM THE LOCAL COMMUNITY AND PUBLIC OFFICIALS- THE FOUNDATION PROVIDES HOUSING AND WORK/ACTIVITIES FOR INDIVIDUALS WITH MENTAL AND/PHYSICAL DISABILITIES. THIS IS DONE BY MAINTAINING GROUP HOUSING FOR INDIVIDUALS AND RENTAL OF FACILITIES AT BELOW MARKET RATES TO ORGANIZATIONS THAT SUPPORT THIS MISSION. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 122322 122322 8172733 4352997 3819736 615870 515549 100321 4042379 SECURITY DEPOSIT 7000 7000 X 1177186 220743 545983 766726 410460 5015 5015 415475 1147799 545983 545983 601816 5015 5015 606831 PART X, LINE 2: THE FOUNDATION HAS DETERMINE THAT IT DOES NOT HAVE ANY MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS AS OF JUNE 30, 2017. FISCAL YEARS ENDING ON OR AFTER JUNE 30, 2014 REMAIN SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAX AUTHORITIES. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES NETTED WITH INVESTMENT INCOME 5,015. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES NETTED WITH INVESTMENT INCOME 5,015. 1 EGGLESTON SERVICES 1 SHORE DRIVE HAMPTON VA 23666 540898902 501(C)3 5404 0 GENERAL SUPPORT FORM 990, PART VI, SECTION B, LINE 11B THE TAX RETURN IS INITIALLY REVIEWED BY MANAGEMENT WITH QUESTIONS DIRECTED TO THE CPA. THE TREASURER OF THE BOARD THEN REVIEWS THE RETURN WITH MANAGEMENT PRIOR TO THE SIGNING AND FILING OF THE TAX RETURN. FORM 990, PART VI, SECTION B, LINE 15 TRUSTEE STAFF SUPPORT COMMITTEE AND BUDGET AND FINANCE COMMITTEE PROPOSE A COST OF LIVING INCREASE BASED ON INFLATION AND THE ENTIRE BOARD APPROVES THE INCREASE AS PART OF THE ANNUAL BUDGET. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE MAINTAINED BY THE EXCUTIVE DIRECTOR AND ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR