PETERSBURG METHODIST HOME FOR GIRLS: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- PETERSBURG METHODIST HOME FOR GIRLS (EIN 54-0542500)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-10-15
- IRS object ID
- 201512889349100706
- Schema version
- 2014v5.0
- 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 | 2015-10-15T09:46:31-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | 2015-10-09 | 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 | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,086,097 | 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 | $6 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $60,226 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $60,226 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $61,927 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,142,863 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $61,927 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $122,159 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $122,159 | 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 | $4,240 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,240 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $33,361 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $33,361 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,247 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $275 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $461 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $461 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,098 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,098 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $45,007 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $33,361 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,674 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $94,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $94,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $139,757 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $33,361 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $104,424 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$17,598 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $88,798 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $198,506 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $169,354 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $169,354 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,732,223 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,726,776 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,128,748 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $771,219 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $788,220 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $787,995 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,701,948 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,684,350 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,086,097 | 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 | $2,701,673 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,684,075 | 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 | $2,701,673 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,684,075 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,701,948 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,684,350 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,701,673 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$17,598 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,684,075 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,684,075 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (41 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 3,046.4420 DELAWARE POOLED TR INTL EQUITY | P | 2007-01-12 | 2014-05-14 | $49,418 | $70,893 | -$21,475 | -$21,475 |
| 75.4150 DELAWARE POOLED TR INTL EQUITY | P | 2010-12-29 | 2014-05-14 | $1,000 | $1,000 | $0 | $0 |
| 1,851.416 EII INTERNATIONAL PROPERTY | P | 2007-01-12 | 2014-05-14 | $36,214 | $42,212 | -$5,998 | -$5,998 |
| 3,124.383 IVY ASSET STRATEGY FUND | P | 2010-12-29 | 2014-05-14 | $97,981 | $76,641 | $21,340 | $21,340 |
| 139.978 MFS VALUE FUND | P | 2013-09-26 | 2014-12-11 | $5,000 | $4,366 | $634 | $634 |
| 3,016.524 PIMCO EMERG MILTS BD-INST | P | 2007-01-12 | 2014-10-09 | $33,001 | $33,121 | -$120 | -$120 |
| 499.236 PIMCO EMERG MILTS BD-INST | P | 2013-11-20 | 2014-10-09 | $4,915 | $5,000 | -$85 | -$85 |
| 3,055.487 PLMCO FOREIGN BD FD USD HINST | P | 2007-01-12 | 2014-10-09 | $34,827 | $30,952 | $3,875 | $3,875 |
| 998.1440 PLMCO FOREIGN BD FD USD HINST | P | 2010-12-29 | 2014-10-09 | $10,371 | $10,371 | $0 | $0 |
| 5,975.07 PIMCO HIGH YIELD FD-INST | P | 2007-01-12 | 2014-10-09 | $56,883 | $59,034 | -$2,151 | -$2,151 |
| 520.833 PIMCO HIGH YIELD FD-INST | P | 2013-11-20 | 2014-10-09 | $4,958 | $5,000 | -$42 | -$42 |
| 2,691.457 PIMCO LOW DURATION FD | P | 2010-12-29 | 2014-10-09 | $27,506 | $27,883 | -$377 | -$377 |
| 3,849.856 PIMCO LOW DURATION FD | P | 2013-06-06 | 2014-10-09 | $40,000 | $40,000 | $0 | $0 |
| 6,128.134 PIMCO MODERATE DURATION-INST | P | 2013-06-06 | 2014-10-09 | $65,632 | $66,000 | -$368 | -$368 |
| 328 SPDR DOW JONES REIT ETF | P | 2009-12-18 | 2014-12-15 | $29,952 | $15,691 | $14,261 | $14,261 |
| 143.472 T ROWE PRICE BLUE CHIP GRWTH | P | 2007-08-17 | 2014-12-11 | $10,000 | $5,420 | $4,580 | $4,580 |
| 147.059 T ROWE PRICE EQUITY INCOME | P | 2013-09-26 | 2014-12-11 | $5,000 | $4,626 | $374 | $374 |
| 2,639.8390 WELLS FARGO ADV EMG MK E-INS | P | 2007-01-12 | 2014-12-11 | $58,066 | $56,726 | $1,340 | $1,340 |
| 851.147 WELLS FARGO ADV EMG MK E-INS | P | 2005-09-22 | 2014-12-11 | $15,000 | $15,000 | $0 | $0 |
| 1,794.67 DELAWARE POOLED TR INTL EQUITY | P | 2007-01-12 | 2014-05-14 | $29,420 | $41,762 | -$12,342 | -$12,342 |
| 150.83 DELAWARE POOLED TR INTL EQUITY | P | 2010-12-29 | 2014-05-14 | $2,000 | $2,000 | $0 | $0 |
| 1,623.358 ELL INTERNATIONAL PROPERTY | P | 2007-01-12 | 2014-05-14 | $31,753 | $37,013 | -$5,260 | -$5,260 |
| 2,529.71 IVY ASSET STRATEGY FUND CLASS | P | 2010-12-29 | 2014-05-14 | $79,332 | $62,054 | $17,278 | $17,278 |
| 139.978 MFS VALUE FUND | P | 2013-01-24 | 2014-12-11 | $5,000 | $3,786 | $1,214 | $1,214 |
| 2,466.024 PIMCO EMERG MKTS BD-INST | P | 2007-01-12 | 2014-10-09 | $26,978 | $27,077 | -$99 | -$99 |
| 898.473 PIMCO EMERG MKTS BD-INST | P | 2013-11-20 | 2014-10-09 | $9,829 | $10,000 | -$171 | -$171 |
| 851.829 PIMCD FOREIGN BD FD USD HINST | P | 2007-01-12 | 2014-10-09 | $10,625 | $8,629 | $1,996 | $1,996 |
| 1,482.898 PIMCD FOREIGN BD FD USD HINST | P | 2010-12-29 | 2014-10-09 | $15,407 | $15,407 | $0 | $0 |
| 4,994.05 PLMCO HIGH YIELD FD-INST | P | 2007-01-12 | 2014-10-09 | $47,667 | $49,341 | -$1,674 | -$1,674 |
| 538.213 PLMCO HIGH YIELD FD-INST | P | 2010-12-29 | 2014-10-09 | $5,000 | $5,000 | $0 | $0 |
| 1,041.667 PLMCO HIGH YIELD FD-INST | P | 2013-12-20 | 2014-10-09 | $9,917 | $10,000 | -$83 | -$83 |
| 3,861.004 P1MCD LOW DURATION | P | 2010-12-29 | 2014-10-09 | $39,536 | $40,000 | -$464 | -$464 |
| 4,427.334 P1MCD LOW DURATION | P | 2013-06-06 | 2014-10-09 | $46,000 | $46,000 | $0 | $0 |
| 769.971 P1MCD LOW DURATION | P | 2013-11-20 | 2014-10-09 | $7,946 | $8,000 | -$54 | -$54 |
| 7,985.144 PIMCO MODERATE DURATION-INST | P | 2013-06-06 | 2014-10-09 | $85,521 | $86,000 | -$479 | -$479 |
| 143.472 TROWE PRICE BLUE CHIP GRWTH | P | 2007-08-17 | 2014-12-11 | $10,000 | $5,420 | $4,580 | $4,580 |
| 147.059 T ROWE PRICE EQUITY INCOME | P | 2013-01-27 | 2014-12-11 | $5,000 | $4,090 | $910 | $910 |
| 1,601.834 WELLS FARGO ADV EMG E-INS | P | 2007-01-12 | 2014-12-11 | $33,424 | $34,421 | -$997 | -$997 |
| 428.067 WELLS FARGO ADV EMG E-INS | P | 2006-05-04 | 2014-12-11 | $10,000 | $10,000 | $0 | $0 |
| 283.716 WELLS FARGO ADV EMG E-INS | P | 2005-09-22 | 2014-12-11 | $5,000 | $5,000 | $0 | $0 |
| LONG TERM CAP GAINS ON DIVIDENDS & CLASS ACTION SETTLEMENETS | P | 2014-12-31 | $41,784 | $41,784 | $41,784 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $61,927 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $97,895 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,928,907 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.033424 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $118,720 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,773,387 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.042807 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $127,845 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,713,233 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047119 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $128,415 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,640,187 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048639 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $136,595 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,348,312 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.058167 | DistributionYr5Rt |
| Total Distribution | 0.230156 | TotalDistributionRt |
| Average Distribution | 0.046031 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,075,227 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $141,556 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $888 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $142,444 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $104,424 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,776 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,776 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,776 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,640 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $3,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $4,640 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,864 | OverpaymentAmt |
| Applied To ES Tax | $2,864 | 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 | 0.50 | $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 | $58,000 | Expenses1Amt |
| Description2 | SCHOLARSHIPS TO COLLEGE STUDENTS | Description2Txt |
| Expenses2 | $36,750 | 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 | $2,944,718 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $177,340 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,122,058 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,122,058 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $46,831 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,075,227 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $153,761 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $153,761 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,776 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,776 | TotalTaxAmt |
| Distributable Before Adj | $151,985 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $151,985 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $151,985 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $104,424 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $104,424 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $104,424 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $151,985 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $20,262 | ExcessDistributionCyovYr5Amt |
| Total Excess Distribution Cyov | $20,262 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $104,424 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $104,424 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $20,262 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $20,262 | 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 | $27,299 | 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 | JULY AND FEBRUARY | SubmissionDeadlinesTxt |
| Restrictions On Awards | LIMITED TO RESIDENTS OF SOUTHSIDE VIRGINIA | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (51 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| DOWNTOWN CHURCHES UNITED INC HOPE CENTER | ||||||
| PO BOX 1202 | PETERSBURG | VA | 23805 | NONE | CHARITABLE GRANTS | $5,000 |
| HEART OF VIRGINIA COUNCIL BOY SCOUTS OF AMERICA | ||||||
| PO BOX 751 | PETERSBURG | VA | 23804 | NONE | CHARITABLE GRANTS | $5,000 |
| JOHN TYLER FOUNDATION | ||||||
| 800 CHARTER COLONY PARKWAY | MIDLOTHIAN | VA | 23114 | NONE | CHARITABLE GRANTS | $5,000 |
| PETERSBURG MUSIC FESTIVAL | ||||||
| PO BOX 248 | PETERSBURG | VA | 23804 | NONE | CHARITABLE GRANTS | $5,000 |
| PREGNANCY SUPPORT CENTER OF THE TRI-CITIES | ||||||
| 700 S SYCAMORE STREET SUITE 12 | PETERSBURG | VA | 23803 | NONE | CHARITABLE GRANTS | $5,000 |
| THE JAMES HOUSE | ||||||
| 6610 COMMONS DRIVE SUITE C | PRINCE GEORGE | VA | 23875 | 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 | $5,000 |
| CRATER COMMUNITY HOSPICE | ||||||
| 3916 SOUTH CRATER ROAD | PETERSBURG | VA | 23805 | NONE | CHARITABLE GRANTS | $3,500 |
| SOUTHSIDE CHAPTER OF AMERICAN RED CROSS | ||||||
| PO BOX 1261 | HOPEWELL | VA | 23860 | NONE | CHARITABLE GRANTS | $3,500 |
| SWIFT CREEK MILL THEATER | ||||||
| PO BOX 41 | COLONIAL HEIGHTS | VA | 23831 | NONE | CHARITABLE GRANTS | $3,500 |
| FELLOWSHIP OF CHRISTIAN ATHLETES | ||||||
| 320 NEWCASTLE DRIVE | COLONIAL HEIGHTS | VA | 23834 | NONE | CHARITABLE GRANTS | $2,500 |
| REBUILDING TOGETHER TRI-CITIES | ||||||
| PO BOX 1005 | PETERSBURG | VA | 23804 | NONE | CHARITABLE GRANTS | $2,500 |
| ST JOSEPH'S VILLA | ||||||
| 8000 BROOK ROAD | RICHMOND | VA | 23227 | NONE | CHARITABLE GRANTS | $2,500 |
| KELLEY BAIRD | ||||||
| 3200 LONGHORN DRIVE | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $2,000 |
| BENJAMIN BRANZELLE | ||||||
| 18501 NAMOZINE ROAD | SUTHERLAND | VA | 23885 | NONE | EDUCATIONAL SCHOLARSHIPS | $2,000 |
| ABYGAIL STAPLES | ||||||
| 25907 SMITH GROVE ROAD | PETERSBURG | VA | 23803 | NONE | EDUCATIONAL SCHOLARSHIPS | $2,000 |
| KAITLYN MORGAN | ||||||
| 1023 FORESTVIEW DRIVE | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,750 |
| JORDAN ADAMS | ||||||
| 2091 EXETER MILL ROAD | CHURCH ROAD | VA | 23833 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,500 |
| RACHEL BAREFOOT | ||||||
| 2200 HUNTINGTON ROAD | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,500 |
| BRITTANY BLANKENSHIP | ||||||
| 1354 RIVEROAKS DRIVE | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,500 |
| KATHLEEN MCNINCH | ||||||
| 15101 SPRUCE AVENUE | CHESTER | VA | 23836 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,500 |
| SARAH PARSONS | ||||||
| 4810 TAHOE COURT | GLEN ALLEN | VA | 23060 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,500 |
| JUDITH PIERCE | ||||||
| 3824 FERNDALE CIRCLE | PETERSBURG | VA | 23803 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,500 |
| HUNTER SPIERS | ||||||
| 21014 DOUBLE BRANCH ROAD | STONY CREEK | VA | 23882 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,500 |
| SERENA BLALOCK | ||||||
| 152 ROANOKE AVENUE | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,250 |
| HALEY GOTTSHALL | ||||||
| 1201 PLEASANT DALE AVENUE | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,250 |
| ZACKERY CHAFIN | ||||||
| 14825 HALIFAX ROAD | CARSON | VA | 23830 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| KEVIN NAPIER | ||||||
| 1317 ELMWOOD DRIVE | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| EMILIE SOVOCOOL | ||||||
| 306 WASHINGTON AVENUE | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| GABRIELLE SPAIN | ||||||
| 4317 MCILWAINE DRIVE | PETERSBURG | VA | 23803 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| JORDAN WEST | ||||||
| 3119 TALLEYWOOD LANE | CHESTER | VA | 23831 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| KATIE CHRISTOPHER | ||||||
| 19920 ROWANTY ROAD | CARSON | VA | 23830 | NONE | EDUCATIONAL SCHOLARSHIPS | $750 |
| ALEXANDER HARTMAN | ||||||
| 4101 SOUTH CRESTHILL COURT | CHESTER | VA | 23831 | NONE | EDUCATIONAL SCHOLARSHIPS | $750 |
| KAYLA HILL | ||||||
| 11909 CHADWICK LANE | PETERSBURG | VA | 23805 | NONE | EDUCATIONAL SCHOLARSHIPS | $750 |
| HOLLY HOWERTON | ||||||
| 25111 CUTBANK ROAD | MCKENNEY | VA | 23872 | NONE | EDUCATIONAL SCHOLARSHIPS | $750 |
| JAMIE LAFOON | ||||||
| 19427 OXFORD LANE | SUTHERLAND | VA | 23885 | NONE | EDUCATIONAL SCHOLARSHIPS | $750 |
| JOHN LESTER | ||||||
| 1536 MOUNT PLEASANT DRIVE | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $750 |
| THOMAS LESTER | ||||||
| 1536 MOUNT PLEASANT DRIVE | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $750 |
| MORGAN MEYER | ||||||
| 7604 WOODS RIDGE COURT | PRINCE GEORGE | VA | 23875 | NONE | EDUCATIONAL SCHOLARSHIPS | $750 |
| ASHLEY NAPIER | ||||||
| 1317 ELMWOOD DRIVE | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $750 |
| SYDNEY PETERSON | ||||||
| 337 MALLARD DRIVE | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $750 |
| KATERINA PROCOPIO | ||||||
| 27890 TROUBLEFIELD LANE | STONY CREEK | VA | 23882 | NONE | EDUCATIONAL SCHOLARSHIPS | $750 |
| HOLLY WATKINS | ||||||
| 3407 MARMORA DRIVE | SUTHERLAND | VA | 23885 | NONE | EDUCATIONAL SCHOLARSHIPS | $750 |
| MICHAEL WHITLEY | ||||||
| 3310 ST CHARLES STREET | HOPEWELL | VA | 23860 | NONE | EDUCATIONAL SCHOLARSHIPS | $750 |
| ETHAN YANES | ||||||
| 1201 CLIFTON DRIVE | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $750 |
| HANNAH BURCH | ||||||
| 120 A LAKESIDE DRIVE | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $500 |
| JONATHAN COLB | ||||||
| 207 BROOKE COURT | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $500 |
| MATTHEW HOVERSTOCK | ||||||
| 14503 HALIFAX ROAD | CARSON | VA | 23830 | NONE | EDUCATIONAL SCHOLARSHIPS | $500 |
| HAROLD SMITH | ||||||
| 13395 FAIRWOOD ROAD | PETERSBURG | VA | 23805 | NONE | EDUCATIONAL SCHOLARSHIPS | $500 |
| LUKE JOHNSON | ||||||
| 34 NORFOLK STREET | FREDERICKSBURG | VA | 22406 | NONE | EDUCATIONAL SCHOLARSHIPS | -$1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $94,750 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (19 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 |
| ZACKERY CHAFIN | ||||||
| 14825 HALIFAX ROAD | CARSON | VA | 23830 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| JORDAN ADAMS | ||||||
| 2091 EXETER MILL ROAD | CHURCH ROAD | VA | 23833 | NONE | EDUCATIONAL SCHOLARSHIPS | $750 |
| RACHEL BAREFOOT | ||||||
| 2200 HUNTINGTON ROAD | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $750 |
| BRITTANY BLANKENSHIP | ||||||
| 1354 RIVEROAKS DRIVE | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $750 |
| KATIE CHRISTOPHER | ||||||
| 19920 ROWANTY ROAD | CARSON | VA | 23830 | NONE | EDUCATIONAL SCHOLARSHIPS | $750 |
| KAYLA HILL | ||||||
| 11909 CHADWICK LANE | PETERSBURG | VA | 23805 | NONE | EDUCATIONAL SCHOLARSHIPS | $750 |
| JAMIE LAFOON | ||||||
| 19427 OXFORD LANE | SUTHERLAND | VA | 23885 | NONE | EDUCATIONAL SCHOLARSHIPS | $750 |
| JOHN LESTER | ||||||
| 1536 MOUNT PLEASANT DRIVE | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $750 |
| MORGAN MEYER | ||||||
| 7604 WOODS RIDGE COURT | PRINCE GEORGE | VA | 23875 | NONE | EDUCATIONAL SCHOLARSHIPS | $750 |
| KARA NUNNALLY | ||||||
| 18606 STONEWALL DRIVE | DINWIDDIE | VA | 23841 | NONE | EDUCATIONAL SCHOLARSHIPS | $750 |
| SARAH PARSONS | ||||||
| 4810 TAHOE COURT | GLEN ALLEN | VA | 23060 | NONE | EDUCATIONAL SCHOLARSHIPS | $750 |
| SYDNEY PETERSON | ||||||
| 337 MALLARD DRIVE | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $750 |
| KATERINA PROCOPIO | ||||||
| 27890 TROUBLEFIELD LANE | STONY CREEK | VA | 23882 | NONE | EDUCATIONAL SCHOLARSHIPS | $750 |
| ETHAN YANES | ||||||
| 1201 CLIFTON DRIVE | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $750 |
| HANNAH BURCH | ||||||
| 120 A LAKESIDE DRIVE | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $500 |
| HALEY GOTTSHALL | ||||||
| 1201 PLEASANT DALE AVENUE | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $500 |
| HAROLD SMITH | ||||||
| 13395 FAIRWOOD ROAD | PETERSBURG | VA | 23805 | NONE | EDUCATIONAL SCHOLARSHIPS | $500 |
| GABRIELLE SPAIN | ||||||
| 4317 MCILWAINE DRIVE | PETERSBURG | VA | 23803 | NONE | EDUCATIONAL SCHOLARSHIPS | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $14,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $60,226 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $61,927 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $122,159 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $122,159 | 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 | CategoryTxt |
| Amt | $4,240 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,240 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIXED INCOME - 5004680031 | $359,881 | $357,853 |
| FIXED INCOME - 5004680004 | $428,339 | $430,142 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITIES - 5004680031 | $686,713 | $874,944 |
| COMPLEMENTARY STRATEGIES - 5004680031 | $189,576 | $193,234 |
| REAL ASSETS - 5004680031 | $136,264 | $184,646 |
| EQUITIES - 5004680004 | $453,757 | $573,146 |
| COMPLEMENTARY STRATEGIES - 5004680004 | $158,981 | $159,101 |
| REAL ASSETS - 5004680004 | $101,485 | $143,677 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSES | $303 | $0 | $303 |
| BANK SERVICE CHARGES | $45 | $0 | $45 |
| INSURANCE | $750 | $0 | $750 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $33,361 | Amt |
| Net Investment Income | $33,361 | 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 | $1,972 | $0 | $0 |
Comments