PETERSBURG METHODIST HOME FOR GIRLS: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- PETERSBURG METHODIST HOME FOR GIRLS (EIN 54-0542500)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-08-10
- IRS object ID
- 201632239349100008
- Schema version
- 2015v2.1
- 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
- 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 | 2016-08-10T08:35:33-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 2016-08-09 | 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 | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,887,573 | 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 | $5 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $69,489 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $69,489 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $22,481 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,116,216 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $22,481 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $91,975 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $91,975 | 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 |
| Other Prof Fees Rev And Expnss | $33,068 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $33,068 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,275 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $275 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $218 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $218 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $40,161 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $33,068 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,093 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $94,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $94,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $134,961 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $33,068 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $98,893 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$42,986 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $58,907 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $169,354 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $219,848 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $219,848 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,726,776 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,783,614 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,049,907 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $788,220 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $637,902 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $617,818 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,684,350 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,641,364 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,887,573 | 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 | $2,684,075 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,641,089 | 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 | $2,684,075 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,641,089 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,684,350 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,641,364 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,684,075 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$42,986 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,641,089 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,641,089 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (50 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 677.33 AQR MANAGED FUTURES STR-I #15213 | P | 2015-02-04 | 2015-11-17 | $7,396 | $7,471 | -$75 | -$75 |
| 1070.565 ASG GLOBAL ALTERNATIVES-Y #1993 | P | 2013-09-26 | 2015-11-17 | $11,680 | $12,354 | -$674 | -$674 |
| 964.4270 BOSTON P LNG/SHRT RES-INS | P | 2013-09-06 | 2015-11-17 | $12,943 | $12,943 | $0 | $0 |
| 1103.7530 BOSTON P LNG/SHRT RES-INS | P | 2013-09-26 | 2015-11-17 | $19,259 | $15,000 | $4,259 | $4,259 |
| 6.0160 CREDIT SUISSE COMM RET ST-I #2156 | P | 2015-04-30 | 2015-11-17 | $28 | $36 | -$8 | -$8 |
| 1925.0620 CREDIT SUISSE COMM RET ST-I #2156 | P | 2013-09-05 | 2015-11-17 | $9,106 | $14,322 | -$5,216 | -$5,216 |
| 224.1520 CRM MID CAP VALUE FD-INSTL #32 | P | 2014-12-10 | 2015-11-17 | $6,305 | $8,000 | -$1,695 | -$1,695 |
| 667.4570 CRM MID CAP VALUE FD-INSTL #32 | P | 2007-01-12 | 2015-11-17 | $20,090 | $20,090 | $0 | $0 |
| 64.8000 CRM MID CAP VALUE FD-INSTL #32 | P | 2013-11-20 | 2015-11-17 | $508 | $2,500 | -$1,992 | -$1,992 |
| 2467.396 DREYFUS EMG MKT DEBT LOC C-I #6083 | P | 2014-10-08 | 2015-11-17 | $26,599 | $33,951 | -$7,352 | -$7,352 |
| 1835.209 DREYFUS INTERNATL BOND FD CL I #6094 | P | 2014-10-08 | 2015-11-17 | $27,546 | $31,235 | -$3,689 | -$3,689 |
| 5095.84 DRIEHAUS ACTIVE INCOME FUND | P | 2014-05-13 | 2015-11-17 | $51,723 | $54,882 | -$3,159 | -$3,159 |
| 2477.936 GOLDMAN SACHS COMM STRATEGY #2653 | P | 2014-09-05 | 2015-05-01 | $9,862 | $14,322 | -$4,460 | -$4,460 |
| 822.649 HARBOR INTERNATION FD INST #2011 | P | 2010-12-29 | 2015-11-17 | $52,049 | $50,566 | $1,483 | $1,483 |
| 2317.32 JPMORGAN HIGH YIELD FUND SS #3580 | P | 2014-10-08 | 2015-11-17 | $16,453 | $18,423 | -$1,970 | -$1,970 |
| 1821.977 MERGER FUND-INST #301 | P | 2014-05-13 | 2015-11-17 | $28,168 | $29,502 | -$1,334 | -$1,334 |
| 1354.867 NUVEEN HIGH YIELD MUNI BD-R #1668 | P | 2014-10-08 | 2015-05-07 | $23,155 | $23,087 | $68 | $68 |
| 2801.369 PIMCO FOREIGN BD FD USD H-INST #103 | P | 2007-01-12 | 2015-11-17 | $29,863 | $28,378 | $1,485 | $1,485 |
| 774.135 ROYCE PREMIER FUND W CLASS #566 | P | 2011-02-17 | 2015-11-17 | $14,267 | $17,000 | -$2,733 | -$2,733 |
| 510 SPDR DOW JONES REIT ETF | P | 2009-12-18 | 2015-05-05 | $45,869 | $24,037 | $21,832 | $21,832 |
| 904.35 T ROWE PRICE INST FLOAT RATE #170 | P | 2014-10-08 | 2015-11-17 | $8,917 | $9,179 | -$262 | -$262 |
| 1102.627 T ROWE PRICE INST FLOAT RATE #170 | P | 2014-10-08 | 2015-12-29 | $10,740 | $11,192 | -$452 | -$452 |
| 8347.309 T ROWE PRICE SHORT TERM BD FD #55 | P | 2014-10-08 | 2015-11-17 | $39,483 | $39,984 | -$501 | -$501 |
| 850 VANGUARD FTSE EMERGING MARKETS ETF | P | 2014-12-10 | 2015-11-17 | $29,095 | $34,009 | -$4,914 | -$4,914 |
| 1004 VANGUARD TOTAL BOND MARKET ETF | P | 2014-10-08 | 2015-11-17 | $81,413 | $82,876 | -$1,463 | -$1,463 |
| 1080.06 AQR MANAGED FUTURES STR-I #15213 | P | 2014-05-13 | 2015-11-13 | $11,708 | $10,649 | $1,059 | $1,059 |
| 1466.084 ASG GLOBAL ALTERNATIVES-Y #1993 | P | 2013-09-26 | 2015-11-13 | $15,907 | $16,919 | -$1,012 | -$1,012 |
| 1347.191 BOSTON P LNG/SHRT RES-INS | P | 2013-09-06 | 2015-11-13 | $20,895 | $18,079 | $2,816 | $2,816 |
| 1734.387 CREDIT SUISSE COMM RET ST-I #2156 | P | 2013-09-05 | 2015-11-13 | $8,238 | $12,904 | -$4,666 | -$4,666 |
| 782.129 DREYFUS INTERNATL BOND FD CL I #6094 | P | 2014-10-08 | 2015-11-13 | $11,787 | $13,312 | -$1,525 | -$1,525 |
| 3898.836 DRIEHAUS ACTIVE INCOME FUND | P | 2014-05-13 | 2015-11-13 | $39,768 | $41,990 | -$2,222 | -$2,222 |
| 3413.083 GOLDMAN SACHS COMM STRATEGY #2653 | P | 2013-09-05 | 2015-06-22 | $13,038 | $19,728 | -$6,690 | -$6,690 |
| 68.644 HARBOR INTERNATION FD INST #2011 | P | 2007-01-12 | 2015-05-28 | $5,000 | $4,235 | $765 | $765 |
| 1020.815 HARBOR INTERNATION FD INST #2011 | P | 2010-12-29 | 2015-11-13 | $64,965 | $62,919 | $2,046 | $2,046 |
| 72 ISHARES RUSSELL 2000 GROWTH ETF | P | 2007-01-12 | 2015-06-01 | $11,006 | $5,707 | $5,299 | $5,299 |
| 2578.717 JPMORGAN HIGH YIELD FUND SS #3580 | P | 2014-10-08 | 2015-11-13 | $18,386 | $20,501 | -$2,115 | -$2,115 |
| 950.459 MERGER FUND-INST #301 | P | 2013-09-26 | 2015-11-13 | $14,647 | $15,360 | -$713 | -$713 |
| 1660.073 NUVEEN HIGH YIELD MUNI BD-R #1668 | P | 2014-10-08 | 2015-05-28 | $28,188 | $28,288 | -$100 | -$100 |
| 1193.886 PIMCO FOREIGN BD FD USD H-INST #103 | P | 2007-01-12 | 2015-11-13 | $12,691 | $12,094 | $597 | $597 |
| 216.859 ROYCE PREMIER FUND W CLASS #566 | P | 2011-02-17 | 2015-05-28 | $4,452 | $4,762 | -$310 | -$310 |
| 483 SPDR DOW JONES REIT ETF | P | 2009-12-18 | 2015-06-24 | $42,615 | $22,907 | $19,708 | $19,708 |
| 61.695 T ROWE PRICE BLUE CHIP GRWTH #93 | P | 2007-08-17 | 2015-05-28 | $4,500 | $2,331 | $2,169 | $2,169 |
| 1122.08 T ROWE PRICE INST FLOAT RATE #170 | P | 2014-10-08 | 2015-11-13 | $11,097 | $11,389 | -$292 | -$292 |
| 1337.002 T ROWE PRICE INST FLOAT RATE #170 | P | 2014-10-08 | 2015-12-29 | $13,022 | $13,571 | -$549 | -$549 |
| 6947.7180 T ROWE PRICE SHORT TERM BD FD #55 | P | 2014-10-08 | 2015-11-13 | $32,863 | $33,280 | -$417 | -$417 |
| 1569.5970 T ROWE PRICE SHORT TERM BD FD #55 | P | 2014-12-10 | 2015-11-13 | $7,423 | $7,471 | -$48 | -$48 |
| 1501 VANGUARD FTSE EMERGING MARKETS ETF | P | 2014-12-10 | 2015-11-13 | $51,453 | $60,055 | -$8,602 | -$8,602 |
| 605 VANGUARD TOTAL BOND MARKET ETF | P | 2014-10-08 | 2015-11-13 | $48,968 | $49,948 | -$980 | -$980 |
| 121 VANGUARD TOTAL BOND MARKET ETF | P | 2014-12-10 | 2015-11-13 | $9,794 | $9,997 | -$203 | -$203 |
| LONG TERM CAP GAIN DISTRIBUTIONS ON MUTUAL FUNDS | P | 2015-12-31 | $31,288 | $31,288 | $31,288 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $22,481 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $104,424 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,075,227 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.033957 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $97,895 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,928,907 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.033424 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $118,720 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,773,387 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.042807 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $127,845 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,713,233 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047119 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $128,415 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,640,187 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048639 | DistributionYr5Rt |
| Total Distribution | 0.205946 | TotalDistributionRt |
| Average Distribution | 0.041189 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,952,421 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $121,607 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $589 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $122,196 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $98,893 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,178 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,178 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,178 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,864 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $3,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $5,864 | TotalPaymentsAndCreditsAmt |
| Overpayment | $4,686 | OverpaymentAmt |
| Applied To ES Tax | $4,686 | 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| ERICK F YARCHIN JR | ||||||||
| 10800 DOMINION FAIRWAYS DRIVE | GLEN ALLEN | VA | 23059 | VICE PRESIDENT | 0.25 | $0 | $0 | $0 |
| BETTY J FORBES | ||||||||
| 301 RIVERS BEND CIRCLE | CHESTER | VA | 23836 | PRESIDENT | 0.75 | $0 | $0 | $0 |
| MARK H STEVENS | ||||||||
| 1860 WESTOVER AVE | PETERSBURG | VA | 23805 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| EMILY WALKER | ||||||||
| 200 SWIFT CREEK LANE | COLONIAL HEIGHTS | VA | 23834 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| BRYAN CARPER | ||||||||
| 306 WINSTON AVENUE | COLONIAL HEIGHTS | VA | 23834 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| WILLIAM H TALLEY IV | ||||||||
| PO BOX 751 | PETERSBURG | VA | 23805 | SECRETARY | 0.75 | $0 | $0 | $0 |
| WILLIAM A YOUNG JR | ||||||||
| 100 FLANK ROAD | PETERSBURG | VA | 23805 | TREASURER | 0.75 | $0 | $0 | $0 |
| GALE BECK | ||||||||
| 1977 VESONDER ROAD | PETERSBURG | VA | 23805 | DIRECTOR | 0.50 | $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 | $54,700 | Expenses1Amt |
| Description2 | SCHOLARSHIPS TO COLLEGE STUDENTS | Description2Txt |
| Expenses2 | $40,000 | Expenses2Amt |
| Description3 | MEMORIAL CONTRIBUTIONS | Description3Txt |
| Expenses3 | $100 | Expenses3Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,835,966 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $161,416 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,997,382 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,997,382 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $44,961 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,952,421 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $147,621 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $147,621 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,178 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,178 | TotalTaxAmt |
| Distributable Before Adj | $146,443 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $146,443 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $146,443 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $98,893 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $98,893 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $98,893 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $146,443 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $27,299 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $98,893 | QualifyingDistributionsAmt |
| Applied To Year1 | $27,299 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $71,594 | 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 | $74,849 | 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 (53 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALEXANDER HARTMAN | ||||||
| 4101 SOUTH CRESTHILL COURT | CHESTER | VA | 23831 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,500 |
| ANDREW MEHFOUD | ||||||
| 131 DUNOON COURT | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $500 |
| BENJAMIN BRANZELLE | ||||||
| 18501 NAMOZINE ROAD | SUTHERLAND | VA | 23885 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| BRITTANY BLANKENSHIP | ||||||
| 1354 RIVEROAKS DRIVE | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,500 |
| CAPITAL AREA PARTNERSHIP UPLIFTING PEOPLE | ||||||
| 1021 OLIVER HILL WAY | RICHMOND | VA | 23219 | NONE | CHARITABLE GRANTS | $2,000 |
| CHRISTOPHER RAKES | ||||||
| 6627 HAIR ROAD | DISPUTANTA | VA | 23842 | NONE | EDUCATIONAL SCHOLARSHIPS | $2,000 |
| CRATER COMMUNITY HOSPICE | ||||||
| 3916 SOUTH CRATER ROAD | PETERSBURG | VA | 23805 | NONE | CHARITABLE GRANTS | $2,500 |
| DOWNTOWN CHURCHES UNITED INC HOPE CENTER | ||||||
| PO BOX 1202 | PETERSBURG | VA | 23805 | NONE | CHARITABLE GRANTS | $5,000 |
| EMILY MOSS | ||||||
| 1912 PROVIDENCE CREEK TRAIL | NORTH CHESTERFIELD | VA | 23236 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| ETHAN YANES | ||||||
| 1201 CLIFTON DRIVE | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $750 |
| FELLOWSHIP OF CHRISTIAN ATHLETES | ||||||
| 320 NEWCASTLE DRIVE | COLONIAL HEIGHTS | VA | 23834 | NONE | CHARITABLE GRANTS | $2,500 |
| GABRIELLE SPAIN | ||||||
| 4317 MCILWAINE DRIVE | PETERSBURG | VA | 23803 | NONE | EDUCATIONAL SCHOLARSHIPS | $500 |
| HALEY GOTTSHALL | ||||||
| 1201 PLEASANT DALE AVENUE | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,250 |
| HANNAH BURCH | ||||||
| 120 A LAKESIDE DRIVE | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| HAROLD SMITH | ||||||
| 13395 FAIRWOOD ROAD | PETERSBURG | VA | 23805 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,500 |
| HEART OF VIRGINIA COUNCIL BOY SCOUTS OF AMERICA | ||||||
| PO BOX 751 | PETERSBURG | VA | 23804 | NONE | CHARITABLE GRANTS | $5,000 |
| HISTORIC FARMER'S BANK PETERSBURG | ||||||
| 1706 BRANDON AVENUE | PETERSBURG | VA | 23805 | NONE | CHARITABLE GRANTS | $2,000 |
| HUNTER SPIERS | ||||||
| 21014 DOUBLE BRANCH ROAD | STONY CREEK | VA | 23882 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| JAMIE LAFOON | ||||||
| 19427 OXFORD LANE | SUTHERLAND | VA | 23885 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,500 |
| JESSICA BRYANT | ||||||
| 1176 WICKER DRIVE | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| JOHN LESTER | ||||||
| 1536 MOUNT PLEASANT DRIVE | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $2,250 |
| JOHN TYLER FOUNDATION | ||||||
| 800 CHARTER COLONY PARKWAY | MIDLOTHIAN | VA | 23114 | NONE | CHARITABLE GRANTS | $2,500 |
| JONATHAN COLB | ||||||
| 207 BROOKE COURT | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | -$250 |
| JONATHAN COLB | ||||||
| 207 BROOKE COURT | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $250 |
| JONATHAN HARTSON | ||||||
| 119 BRIARCLIFFE COURT | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $500 |
| JORDAN ADAMS | ||||||
| 2091 EXETER MILL ROAD | CHURCH ROAD | VA | 23833 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,500 |
| JOSIE COLEMAN | ||||||
| 151 BRANDYWINE ROAD | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| JUDITH PIERCE | ||||||
| 3824 FERNDALE CIRCLE | PETERSBURG | VA | 23803 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| KAITLYN MORGAN | ||||||
| 1023 FORESTVIEW DRIVE | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,500 |
| KATERINA PROCOPIO | ||||||
| 27890 TROUBLEFIELD LANE | STONY CREEK | VA | 23882 | NONE | EDUCATIONAL SCHOLARSHIPS | $750 |
| KATHERINE LODEN | ||||||
| 5814 TROY LANE | SUTHERLAND | VA | 23885 | NONE | EDUCATIONAL SCHOLARSHIPS | $500 |
| KATHLEEN MCNINCH | ||||||
| 15101 SPRUCE AVENUE | CHESTER | VA | 23836 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,500 |
| KATIE CHRISTOPHER | ||||||
| 19920 ROWANTY ROAD | CARSON | VA | 23830 | NONE | EDUCATIONAL SCHOLARSHIPS | $2,250 |
| KAYLA HILL | ||||||
| 11909 CHADWICK LANE | PETERSBURG | VA | 23805 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,500 |
| KELLEY BAIRD | ||||||
| 3200 LONGHORN DRIVE | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $2,000 |
| KEVIN NAPIER | ||||||
| 1317 ELMWOOD DRIVE | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $500 |
| MARGARET GRAHAM | ||||||
| 402 HIGH STREET | PETERSBURG | VA | 23803 | NONE | EDUCATIONAL SCHOLARSHIPS | $500 |
| MATTHEW HOVERSTOCK | ||||||
| 14503 HALIFAX ROAD | CARSON | VA | 23830 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| MORGAN MEYER | ||||||
| 7604 WOODS RIDGE COURT | PRINCE GEORGE | VA | 23875 | NONE | EDUCATIONAL SCHOLARSHIPS | $750 |
| PETERSBURG MUSIC FESTIVAL | ||||||
| PO BOX 248 | PETERSBURG | VA | 23804 | NONE | CHARITABLE GRANTS | $2,500 |
| PREGNANCY SUPPORT CENTER OF THE TRI-CITIES | ||||||
| 700 S SYCAMORE STREET SUITE 12 | PETERSBURG | VA | 23803 | NONE | CHARITABLE GRANTS | $5,000 |
| RACHEL BAREFOOT | ||||||
| 2200 HUNTINGTON ROAD | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,500 |
| SARAH PARSONS | ||||||
| 4810 TAHOE COURT | GLEN ALLEN | VA | 23060 | NONE | EDUCATIONAL SCHOLARSHIPS | $750 |
| SOUTHSIDE CHAPTER OF AMERICAN RED CROSS | ||||||
| PO BOX 1261 | HOPEWELL | VA | 23860 | NONE | CHARITABLE GRANTS | $3,500 |
| SOUTHSIDE VIRGINIA EMERGENCY CREW | ||||||
| PO BOX 574 | PETERSBURG | VA | 23804 | NONE | CHARITABLE GRANTS | $1,200 |
| ST JOSEPH'S VILLA | ||||||
| 8000 BROOK ROAD | RICHMOND | VA | 23227 | NONE | CHARITABLE GRANTS | $2,500 |
| SWIFT CREEK MILL THEATER | ||||||
| PO BOX 41 | COLONIAL HEIGHTS | VA | 23831 | NONE | CHARITABLE GRANTS | $2,500 |
| SYDNEY PETERSON | ||||||
| 337 MALLARD DRIVE | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $750 |
| THE JAMES HOUSE | ||||||
| 1016 MAPLEWOOD AVENUE | HOPEWELL | VA | 23860 | NONE | CHARITABLE GRANTS | $5,000 |
| TRI-CITIES HABITAT FOR HUMANITY | ||||||
| PO BOX 3707 | PETERSBURG | VA | 23805 | NONE | CHARITABLE GRANTS | $5,000 |
| TRI-CITIES WORKCAMPS INC | ||||||
| PO BOX 1761 | PETERSBURG | VA | 23805 | NONE | CHARITABLE GRANTS | $6,000 |
| ZACKERY CHAFIN | ||||||
| 14825 HALIFAX ROAD | CARSON | VA | 23830 | NONE | EDUCATIONAL SCHOLARSHIPS | $2,000 |
| ST MARKS METHODIST CHURCH | ||||||
| 225 CLAREMONT ST | PETERSBURG | VA | 23805 | NONE | MEMORIAL CONTRIBUTION | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $94,800 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALEXANDER HARTMAN | ||||||
| 4101 SOUTH CRESTHILL COURT | CHESTER | VA | 23831 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,500 |
| ANDREW MEHFOUD | ||||||
| 131 DUNOON COURT | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $500 |
| BENJAMIN BRANZELLE | ||||||
| 18501 NAMOZINE ROAD | SUTHERLAND | VA | 23885 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| BRITTANY BLANKENSHIP | ||||||
| 1354 RIVEROAKS DRIVE | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $750 |
| EMILY MOSS | ||||||
| 1912 PROVIDENCE CREEK TRAIL | NORTH CHESTERFIELD | VA | 23236 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| GABRIELLE SPAIN | ||||||
| 4317 MCILWAINE DRIVE | PETERSBURG | VA | 23803 | NONE | EDUCATIONAL SCHOLARSHIPS | $250 |
| HALEY GOTTSHALL | ||||||
| 1201 PLEASANT DALE AVENUE | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $750 |
| HANNAH BURCH | ||||||
| 120 A LAKESIDE DRIVE | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $500 |
| JESSICA BRYANT | ||||||
| 1176 WICKER DRIVE | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| JONATHAN HARTSON | ||||||
| 119 BRIARCLIFFE COURT | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $500 |
| JORDAN ADAMS | ||||||
| 2091 EXETER MILL ROAD | CHURCH ROAD | VA | 23833 | NONE | EDUCATIONAL SCHOLARSHIPS | $750 |
| JUDITH PIERCE | ||||||
| 3824 FERNDALE CIRCLE | PETERSBURG | VA | 23803 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| KARA NUNNALLY | ||||||
| 18606 STONEWALL DRIVE | DINWIDDIE | VA | 23841 | NONE | EDUCATIONAL SCHOLARSHIPS | $750 |
| KATERINA PROCOPIO | ||||||
| 27890 TROUBLEFIELD LANE | STONY CREEK | VA | 23882 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,500 |
| KATHERINE LODEN | ||||||
| 5814 TROY LANE | SUTHERLAND | VA | 23885 | NONE | EDUCATIONAL SCHOLARSHIPS | $500 |
| KAYLA HILL | ||||||
| 11909 CHADWICK LANE | PETERSBURG | VA | 23805 | NONE | EDUCATIONAL SCHOLARSHIPS | $750 |
| MARGARET GRAHAM | ||||||
| 402 HIGH STREET | PETERSBURG | VA | 23803 | NONE | EDUCATIONAL SCHOLARSHIPS | $500 |
| RACHEL BAREFOOT | ||||||
| 2200 HUNTINGTON ROAD | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $750 |
| SYDNEY PETERSON | ||||||
| 337 MALLARD DRIVE | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| ZACKERY CHAFIN | ||||||
| 14825 HALIFAX ROAD | CARSON | VA | 23830 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $16,250 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $69,489 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $22,481 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $91,975 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $91,975 | 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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIXED INCOME - 5004680031 | $268,604 | $253,064 |
| FIXED INCOME - 5004680004 | $369,298 | $364,754 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITIES - 5004680031 | $699,386 | $836,292 |
| COMPLEMENTARY STRATEGIES - 5004680031 | $181,722 | $177,698 |
| REAL ASSETS - 5004680031 | $138,006 | $161,978 |
| EQUITIES - 5004680004 | $508,522 | $607,501 |
| COMPLEMENTARY STRATEGIES - 5004680004 | $139,665 | $134,594 |
| REAL ASSETS - 5004680004 | $116,313 | $131,844 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSES | $198 | $0 | $198 |
| BANK SERVICE CHARGES | $20 | $0 | $20 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $33,068 | Amt |
| Net Investment Income | $33,068 | 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 |
| FEDERAL ESTIMATED TAXES | $3,000 | $0 | $0 |
Comments