PETERSBURG METHODIST HOME FOR GIRLS: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- PETERSBURG METHODIST HOME FOR GIRLS (EIN 54-0542500)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-13
- IRS object ID
- 201411339349102186
- Schema version
- 2013v3.0
- 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 Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-13T15:52:41-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 FLANK ROAD | AddressLine1 |
| City | PETERSBURG | City |
| State | VA | State |
| ZIP Code | 238059152 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | PETERSBURG | City |
| State | VA | State |
| ZIP Code | 238051688 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BETTY J FORBES | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 8047320788 | PhoneNum |
| Signature | 2014-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | F HEATH MYERS JR CPA | PreparerPersonNm |
| PTIN | P00074604 | PTIN |
| Phone | 8047335566 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,089,004 | 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 | $60,863 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $60,863 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $28,548 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $869,654 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $28,548 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $21,549 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $21,549 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $110,966 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $110,966 | 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 | $4,575 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,575 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $30,370 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $30,370 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,037 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $275 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,043 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,043 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $40,625 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $30,370 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,493 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $88,402 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $88,402 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $129,027 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $30,370 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $97,895 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$18,061 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $80,596 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $116,783 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $198,506 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $198,506 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,860,437 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,732,223 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,114,435 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $742,718 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $771,219 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $776,063 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,719,938 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,701,948 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,089,004 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $204 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $275 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $204 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $275 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $3,582,115 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,595,479 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$862,381 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$893,806 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,719,734 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,701,673 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,719,938 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,701,948 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,719,734 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$18,061 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,701,673 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,701,673 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (29 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 4628.82SHS ABERDEEN TOTAL RETURN BD FD-I #1524 | P | 2008-11-12 | 2013-06-07 | $62,165 | $57,536 | $4,629 | $4,629 |
| 337.154SHS ARTISAN INTERNATIONAL FUND #661 | P | 2012-11-06 | 2013-11-21 | $10,000 | $8,021 | $1,979 | $1,979 |
| 2478.166SHS DAVIS NY VENTURE FD - Y #909 | P | 2007-01-12 | 2013-01-25 | $92,460 | $96,772 | -$4,312 | -$4,312 |
| 653.595SHS DELAWARE POOLED TR INTL EQUITY #31 | P | 2007-01-12 | 2013-11-21 | $10,000 | $15,209 | -$5,209 | -$5,209 |
| 1526.252SHS DIAMOND HILL LONG-SHORT FD CL I #11 | P | 2010-12-29 | 2013-09-09 | $32,357 | $25,000 | $7,357 | $7,357 |
| 2685.079SHS GATEWAY FUND - Y #1986 | P | 2010-12-29 | 2013-09-27 | $75,880 | $70,000 | $5,880 | $5,880 |
| 356.075SHS HARBOR INTERNATION FD INST #2011 | P | 2007-01-12 | 2013-11-21 | $25,000 | $21,966 | $3,034 | $3,034 |
| 63SHS ISHARES RUSSELL 2000 GROWTH ETF | P | 2010-12-29 | 2013-11-25 | $8,030 | $5,039 | $2,991 | $2,991 |
| 1079.137SHS IVYASSET STRATEGY FUND CLASS I #473 | P | 2010-12-29 | 2013-06-07 | $30,000 | $26,471 | $3,529 | $3,529 |
| 487.646SHS IVYASSET STRATEGY FUND CLASS I #473 | P | 2010-12-29 | 2013-11-21 | $15,000 | $11,962 | $3,038 | $3,038 |
| 6885.734SHS PIMCO COMMODITY REAL RET STRAT-I#45 | P | 2009-11-12 | 2013-09-06 | $39,042 | $55,000 | -$15,958 | -$15,958 |
| 4681.016SHS PIMCO TOTAL RET FD-INST #35 | P | 2008-11-12 | 2013-06-07 | $51,725 | $48,823 | $2,902 | $2,902 |
| 343.938SHS ROYCE PREMIER FUND W CLASS #566 | P | 2011-02-17 | 2013-11-21 | $8,000 | $7,553 | $447 | $447 |
| 82.277SHS T ROWE PRICE BLUE CHIP GRWTH #93 | P | 2007-08-17 | 2013-11-21 | $5,000 | $3,108 | $1,892 | $1,892 |
| 30.307SHS VANGUARD INSTL INDEX FD #94 | P | 2007-01-12 | 2013-11-22 | $5,000 | $3,964 | $1,036 | $1,036 |
| 5716.379SHS ABERDEEN TOTAL RETURN BD FD-I #1524 | P | 2008-11-12 | 2013-06-07 | $76,771 | $71,055 | $5,716 | $5,716 |
| 169.549SHS ARTISAN INTERNATIONAL FUND #661 | P | 2012-11-06 | 2013-11-22 | $5,000 | $4,034 | $966 | $966 |
| 1929.619SHS DAVIS NY VENTURE FD - Y #909 | P | 2007-01-12 | 2013-01-25 | $71,994 | $75,352 | -$3,358 | -$3,358 |
| 325.521SHS DELAWARE POOLED TR INTL EQUITY #31 | P | 2007-01-12 | 2013-11-22 | $5,000 | $7,575 | -$2,575 | -$2,575 |
| 610.501SHS DIAMOND HILL LONG-SHORT FD CL I #11 | P | 2010-12-29 | 2013-09-09 | $12,943 | $10,000 | $2,943 | $2,943 |
| 1917.913SHS GATEWAY FUND - Y #1986 | P | 2010-12-29 | 2013-09-27 | $54,200 | $50,000 | $4,200 | $4,200 |
| 141.965SHS HARBOR INTERNATION FD INST #2011 | P | 2007-01-12 | 2013-11-22 | $10,000 | $8,758 | $1,242 | $1,242 |
| 323.939SHS IVYASSET STRATEGY FUND CLASS I #473 | P | 2010-12-29 | 2013-11-22 | $10,000 | $7,946 | $2,054 | $2,054 |
| 151.653SHS MFS VALUE FUND-CLASS I #893 | P | 2013-01-24 | 2013-11-21 | $5,000 | $4,102 | $898 | $898 |
| 4999.114SHS PIMCO COMMODITY REAL RET STRAT-I#45 | P | 2008-12-22 | 2013-09-06 | $28,345 | $40,000 | -$11,655 | -$11,655 |
| 1404.494SHS PIMCO FOREIGN BD FD USD H-INST #103 | P | 2010-12-29 | 2013-06-07 | $15,000 | $14,593 | $407 | $407 |
| 6854.472SHS PIMCO TOTAL RET FD-INST #35 | P | 2008-11-12 | 2013-06-07 | $75,742 | $71,492 | $4,250 | $4,250 |
| 411.387SHS T ROWE PRICE BLUE CHIP GRWTH #93 | P | 2007-08-17 | 2013-11-21 | $25,000 | $15,542 | $9,458 | $9,458 |
| 152.207SHS T ROWE PRICE EQUITY INCOME #71 | P | 2013-01-24 | 2013-11-21 | $5,000 | $4,233 | $767 | $767 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $28,548 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $118,720 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,773,387 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.042807 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $127,845 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,713,233 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047119 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $128,415 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,640,187 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048639 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $136,595 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,348,312 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.058167 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $217,580 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,785,123 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.078122 | DistributionYr5Rt |
| Total Distribution | 0.274854 | TotalDistributionRt |
| Average Distribution | 0.054971 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,928,907 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $161,005 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $806 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $161,811 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $97,895 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,612 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,612 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,612 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,280 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,280 | TotalPaymentsAndCreditsAmt |
| Tax Due | $332 | TaxDueAmt |
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 | AddressLine1 |
| City | PETERSBURG | City |
| State | VA | State |
| ZIP Code | 238030146 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ERICK F YARCHIN JR | ||||||||
| 105 NORWOOD DR | COLONIAL HEIGHTS | VA | 23834 | VICE PRESIDENT | 0.50 | $0 | $0 | $0 |
| BETTY J FORBES | ||||||||
| 301 RIVERS BEND CIRCLE | CHESTER | VA | 23836 | TREASURER | 0.50 | $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 | 0.25 | $0 | $0 | $0 |
| BRYAN CARPER | ||||||||
| 306 WINSTON AVENUE | COLONIAL HEIGHTS | VA | 23834 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| WILLIAM H TALLEY IV | ||||||||
| PO BOX 751 | PETERSBURG | VA | 23805 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| HENRY S BRIGSTOCK JR | ||||||||
| PO BOX 751 | PETERSBURG | VA | 23805 | PRESIDENT | 0.25 | $0 | $0 | $0 |
| CAROL MORGAN | ||||||||
| 20414 COX ROAD | SUTHERLAND | VA | 23885 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| WILLIAM O RINKER | ||||||||
| 733 NORTHHAMPTON ROAD | PETERSBURG | VA | 23805 | DIRECTOR | 0.10 | $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 | $48,500 | Expenses1Amt |
| Description2 | SCHOLARSHIPS TO COLLEGE STUDENTS | Description2Txt |
| Expenses2 | $39,902 | 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 | $2,823,791 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $149,719 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,973,510 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,973,510 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $44,603 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,928,907 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $146,445 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $146,445 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,612 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,612 | TotalTaxAmt |
| Distributable Before Adj | $144,833 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $144,833 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $144,833 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $97,895 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $97,895 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $97,895 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $144,833 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $80,634 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $20,262 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $100,896 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $97,895 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $97,895 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $46,938 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $46,938 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $53,958 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $33,696 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $20,262 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $20,262 | ExcessFromYear4Amt |
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 | AddressLine1 |
| City | PETERSBURG | City |
| State | VA | State |
| ZIP Code | 238051688 | ZIPCode |
| 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 (44 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| PREGNANCY SUPPORT CENTER OF THE TRI-CITIES | ||||||
| 700 S SYCAMORE ST SUITE 12 | PETERSBURG | VA | 23803 | NONE | CHARITABLE GRANTS | $5,000 |
| JACKSON-FIELD HOMES | ||||||
| 546 WALNUT GROVE DR | JARRATT | VA | 23867 | NONE | CHARITABLE GRANTS | $3,500 |
| JORDAN WEST | ||||||
| 3119 TALLEYWOOD LN | CHESTER | VA | 23831 | NONE | EDUCATIONAL SCHOLARSHIPS | $2,500 |
| CARES INC | ||||||
| PO BOX 1142 | PETERSBURG | VA | 23804 | NONE | CHARITABLE GRANTS | $2,500 |
| FELLOWSHIP OF CHRISTIAN ATHLETES | ||||||
| 320 NEWCASTLE DR | 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 RD | RICHMOND | VA | 23227 | NONE | CHARITABLE GRANTS | $2,500 |
| KELLEY BAIRD | ||||||
| 3200 LONGHORN DR | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $2,000 |
| CARLOS NOYES | ||||||
| 220 RUFFIN MILL RD | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $2,000 |
| ABYGAIL STAPLES | ||||||
| 25907 SMITH GROVE RD | PETERSBURG | VA | 23803 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,750 |
| SERENA BLALOCK | ||||||
| 152 ROANOKE AVE | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,500 |
| BRITTANY BLANKENSHIP | ||||||
| 1354 RIVEROAKS DR | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,500 |
| HALEY GOTTSHALL | ||||||
| 1201 PLEASANT DALE AVE | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,500 |
| ALEXANDER HARTMAN | ||||||
| 4101 SOUTH CRESTHILL CT | CHESTER | VA | 23831 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,500 |
| KAYLA HILL | ||||||
| 11909 CHADWICK LN | PETERSBURG | VA | 23805 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,500 |
| HOLLY HOWERTON | ||||||
| 25111 CUTBANK RD | MCKENNEY | VA | 23872 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,500 |
| LUKE JOHNSON | ||||||
| 34 NORFOLK ST | FREDERICKSBURG | VA | 22406 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,500 |
| THOMAS LESTER | ||||||
| 1536 MOUNT PLEASANT DR | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,500 |
| ASHLEY NAPIER | ||||||
| 1317 ELMWOOD DR | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,500 |
| KARA NUNNALLY | ||||||
| 18606 STONEWALL DR | DINWIDDIE | VA | 23841 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,500 |
| SARAH PARSONS | ||||||
| 4810 TAHOE CT | GLEN ALLEN | VA | 23060 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,500 |
| GABRIELLE SPAIN | ||||||
| 4317 MCILWAINE DR | PETERSBURG | VA | 23803 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,500 |
| MICHAEL WHITLEY | ||||||
| 3310 ST CHARLES ST | HOPEWELL | VA | 23860 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,500 |
| TAYLOR MOORE | ||||||
| 20113 OAK RIVER CT | PETERSBURG | VA | 23803 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| EMILIE SOVOCOOL | ||||||
| 306 WASHINGTON AVE | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| JORDAN ADAMS | ||||||
| 2091 EXETER MILL RD | CHURCH ROAD | VA | 23833 | NONE | EDUCATIONAL SCHOLARSHIPS | $750 |
| BRANSON ANDREWS | ||||||
| 20715 LITTLE RD | MATOACA | VA | 23803 | NONE | EDUCATIONAL SCHOLARSHIPS | $750 |
| RACHEL BAREFOOT | ||||||
| 2200 HUNTINGTON RD | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $750 |
| KATIE CHRISTOPHER | ||||||
| 19920 ROWANTY RD | CARSON | VA | 23830 | NONE | EDUCATIONAL SCHOLARSHIPS | $750 |
| LINDSAY CLAY | ||||||
| 6001 WOODPECKER RD | CHESTERFIELD | VA | 23838 | NONE | EDUCATIONAL SCHOLARSHIPS | $750 |
| JONATHAN COLB | ||||||
| 207 BROOKE CT | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $750 |
| ERIC GILLILAND | ||||||
| 3715 JACKIE DR | PETERSBURG | VA | 23803 | NONE | EDUCATIONAL SCHOLARSHIPS | $750 |
| BRETT LONG | ||||||
| 5000 MIDWAY DR | SUTHERLAND | VA | 23885 | NONE | EDUCATIONAL SCHOLARSHIPS | $750 |
| KAITLYN MORGAN | ||||||
| 1023 FORESTVIEW DR | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $750 |
| SPENCER MOSELEY | ||||||
| 1306 RIVER OAKS DR | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $750 |
| CHAD NEWTON | ||||||
| 14501 SKYBIRD RD | CHESTERFIELD | VA | 23838 | NONE | EDUCATIONAL SCHOLARSHIPS | $750 |
| STACEY SADLER | ||||||
| 2212 BUTLER BRANCH RD | PETERSBURG | VA | 23805 | NONE | EDUCATIONAL SCHOLARSHIPS | $750 |
| HOLLY WATKINS | ||||||
| 3407 MARMORA DR | SUTHERLAND | VA | 23885 | NONE | EDUCATIONAL SCHOLARSHIPS | $750 |
| ANDREW BREIDENBACH | ||||||
| 1243 DANA LN | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $402 |
| SOUTHSIDE VIRGINIA EMERGENCY CREW | ||||||
| PO BOX 574 | PETERSBURG | VA | 23804 | NONE | CHARITABLE GRANTS | $7,500 |
| TRI-CITIES HABITAT FOR HUMANITY | ||||||
| PO BOX 3707 | PETERSBURG | VA | 23804 | NONE | CHARITABLE GRANTS | $6,500 |
| TRI-CITIES WORKCAMPS INC | ||||||
| PO BOX 1761 | PETERSBURG | VA | 23804 | NONE | CHARITABLE GRANTS | $6,000 |
| HEART OF VIRGINIA COUNCIL BOY SCOUTS OF AMERICA | ||||||
| PO BOX 751 | PETERSBURG | VA | 23804 | NONE | CHARITABLE GRANTS | $5,000 |
| PETERSBURG FAMILY YMCA | ||||||
| 120 N MADISON STREET | PETERSBURG | VA | 23803 | NONE | CHARITABLE GRANT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $88,402 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| JONATHAN COLB | ||||||
| 207 BROOKE CT | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $250 |
| JORDAN ADAMS | ||||||
| 2091 EXETER MILL RD | CHURCH ROAD | VA | 23833 | NONE | EDUCATIONAL SCHOLARSHIPS | $750 |
| RACHEL BAREFOOT | ||||||
| 2200 HUNTINGTON RD | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $750 |
| SERENA BLALOCK | ||||||
| 152 ROANOKE AVE | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $750 |
| BRITTANY BLANKENSHIP | ||||||
| 1354 RIVEROAKS DR | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $750 |
| HALEY GOTTSHALL | ||||||
| 1201 PLEASANT DALE AVE | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $750 |
| ALEXANDER HARTMAN | ||||||
| 4101 SOUTH CRESTHILL CT | CHESTER | VA | 23831 | NONE | EDUCATIONAL SCHOLARSHIPS | $750 |
| HOLLY HOWERTON | ||||||
| 25111 CUTBANK RD | MCKENNEY | VA | 23872 | NONE | EDUCATIONAL SCHOLARSHIPS | $750 |
| THOMAS LESTER | ||||||
| 1536 MOUNT PLEASANT DR | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $750 |
| KAITLYN MORGAN | ||||||
| 1023 FORESTVIEW DR | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $750 |
| ASHLEY NAPIER | ||||||
| 1317 ELMWOOD DR | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $750 |
| KARA NUNNALLY | ||||||
| 18606 STONEWALL DR | DINWIDDIE | VA | 23841 | NONE | EDUCATIONAL SCHOLARSHIPS | $750 |
| SARAH PARSONS | ||||||
| 4810 TAHOE CT | GLEN ALLEN | VA | 23060 | NONE | EDUCATIONAL SCHOLARSHIPS | $750 |
| GABRIELLE SPAIN | ||||||
| 4317 MCILWAINE DR | PETERSBURG | VA | 23803 | NONE | EDUCATIONAL SCHOLARSHIPS | $750 |
| HOLLY WATKINS | ||||||
| 3407 MARMORA DR | SUTHERLAND | VA | 23885 | NONE | EDUCATIONAL SCHOLARSHIPS | $750 |
| MICHAEL WHITLEY | ||||||
| 3310 ST CHARLES ST | HOPEWELL | VA | 23860 | NONE | EDUCATIONAL SCHOLARSHIPS | $750 |
| EMILIE SOVOCOOL | ||||||
| 306 WASHINGTON AVE | COLONIAL HEIGHTS | VA | 23834 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| ABYGAIL STAPLES | ||||||
| 25907 SMITH GROVE RD | PETERSBURG | VA | 23803 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| JORDAN WEST | ||||||
| 3119 TALLEYWOOD LN | CHESTER | VA | 23831 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| KATIE CHRISTOPHER | ||||||
| 19920 ROWANTY RD | CARSON | VA | 23830 | NONE | EDUCATIONAL SCHOLARSHIPS | $1,500 |
| MARK WILLIAMS | ||||||
| 2223 DANVILLE STR | HOPEWELL | VA | 23860 | NONE | EDUCATIONAL SCHOLARSHIPS | $2,000 |
| PETERSBURG MUSIC FESTIVAL | ||||||
| PO BOX 248 | PETERSBURG | VA | 23804 | NONE | CHARITABLE GRANTS | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $20,500 | 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 | $60,863 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,549 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $28,548 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $110,966 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $110,966 | 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 | $4,575 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,575 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIXED INCOME - 5004680031 | $350,948 | $352,487 |
| FIXED INCOME - 5004680004 | $420,271 | $423,576 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITIES - 5004680031 | $690,035 | $855,976 |
| COMPLEMENTARY STRATEGIES - 5004680031 | $168,997 | $195,046 |
| REAL ASSETS - 5004680031 | $150,495 | $186,857 |
| EQUITIES - 5004680004 | $471,671 | $580,221 |
| COMPLEMENTARY STRATEGIES - 5004680004 | $139,996 | $161,253 |
| REAL ASSETS - 5004680004 | $111,029 | $135,082 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSES | $269 | $0 | $269 |
| BANK SERVICE CHARGES | $24 | $0 | $24 |
| INSURANCE | $750 | $0 | $750 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $21,549 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $21,549 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $21,549 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $30,370 | Amt |
| Net Investment Income | $30,370 | 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 | $762 | $0 | $0 |
Comments