2012-10-25T14:05:28-05:00 2012-06-30 560747981 DIXON HUGHES GOODMAN LLP 701 TOWN CENTER DRIVE SUITE 700 NEWPORT NEWS VA 236064295 990 2011-07-01 540971072 SARAH BONWELL HUDGINS FOUNDATION INC SARA 7578278757 1 SINGLETON DRIVE HAMPTON VA 23666 CATHIE HARNEY 7578278757 2012-10-22 1 HUGH BARLOW P00422004 7578731033 2011 2016-02-24 21:20:13Z X CATHIE HARNEY 1 SINGLETON DRIVE HAMPTON VA 23666 2397156 0 X WWW.SARAHBONWELLHUDGINS.ORG X 1966 VA TO ENHANCE THE LIVES OF PEOPLE WITH MENTAL & PHYSICAL DISABILITIES THROUGH DEVELOPMENT AND MAINTENANCE OF A CENTRALIZED 40 ACRE CAMPUS OF BUILDINGS LEASED TO APPROPRIATE SERVICE PROVIDERS. 16 16 4 24 0 0 33016 30568 324264 280731 255723 140869 8773 8085 621776 460253 0 0 0 0 212994 216560 0 0 3248 459769 461325 672763 677885 -50987 -217632 9017626 8338813 474549 436265 8543077 7902548 TO ENHANCE THE LIVES OF PEOPLE WITH MENTAL & PHYSICAL DISABILITIES THROUGH DEVELOPMENT AND MAINTENANCE OF A CENTRALIZED 40 ACRE CAMPUS OF BUILDINGS LEASED TO APPROPRIATE SERVICE PROVIDERS. 0 0 507960 281756 DEPRECIATION AND MAINTENANCE ON FACILITIES USED AS A TRAINING AND REHABILITATION CENTER FOR MENTALLY DISABLED PERSONS. 507960 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 2 0 1 4 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 1 1 1 0 VA X EXECUTIVE DIRECTOR 7578278757 1 SINGLETON DRIVE HAMPTON VA 23666 MARTHA PIETRAFESA 0.00 X 0 0 0 CATHIE HARNEY 0.00 X X 0 0 0 RICHARD M BAGLEY JR 0.00 X X 0 0 0 PHOEBE HARCUM 0.00 X X 0 0 0 GARY G HAMMER 0.00 X X 0 0 0 SARAH MESSERSMITH 0.00 X X 0 0 0 CHARLES M ELINSKY 0.00 X 0 0 0 HERBERT GREEN 0.00 X 0 0 0 TOM HARTMAN 0.00 X 0 0 0 GEORGE B LEAGUE 0.00 X 0 0 0 RICHARD TURNER 0.00 X 0 0 0 G GLENN ODER 0.00 X 0 0 0 SARAH PUCKETT 0.00 X X 0 0 0 SCOTT RUSSELL 0.00 X 0 0 0 WILLIAM STINEBAUGH 0.00 X 0 0 0 DON SWAIN 0.00 X 0 0 0 CHRISTINE FELTS 40.00 X 85953 0 0 85953 0 0 0 0 0 0 0 30568 30568 COMPLEX RENTAL 532000 280731 280731 280731 76967 76967 2000805 1936903 63902 63902 63902 7060 0 7060 7060 MISCELLANEOUS 900099 1025 1025 1025 460253 281756 0 147929 87117 87117 114053 78558 35495 15390 6010 9380 1145 1145 9975 9975 13015 13015 3012 2400 612 3522 3522 6416 6416 86859 86859 5955 5955 3248 3248 235149 235149 44465 44465 PROGRAM DEVELOPMENT 19517 19517 POST 140 FEES FOR CLIEN 17960 17960 CAMPUS USE FEE 6895 6895 MISCELLANEOUS 3117 3117 1075 1075 677885 507960 166677 3248 63062 52882 84385 75984 9272087 4505042 4905142 4767045 3952670 3430989 12367 11913 9017626 8338813 13350 461199 436265 474549 436265 X 8543077 7902548 8543077 7902548 9017626 8338813 X -217632 -422897 X X 0 1 1 X 0 X 16298 11710 22996 33016 30568 114588 16298 11710 22996 33016 30568 114588 114588 107490 102450 84577 112938 76967 484422 8460 5106 10211 8773 8085 40635 639645 1687964 0.17910 0.13540 X ORGANIZATION RECEIVES SIGNIFICANT INTEREST AND DIVIDENDS FROM INVESTMENTS. THE MAJORITY OF THE ORGANIZATION'S EARNED REVENUE IS FROM RENTAL INCOME AT LESS THAN MARKET RATES TO ENTITIES WHICH SERVE PEOPLE WITH INTELLECTUAL AND/OR PHYSICAL DISABILITIES. SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: CAMPUS USE FEES EDUCATIONAL SEMINAR OTHER INCOME EDUCATIONAL FUNDRAISING SCHEDULE A, PART IV, LIST OF UNUSUAL GRANTS: BEQUEATH DATE: 09/25/06 AMOUNT: 396102. BEQUEATH DATE: 12/18/06 AMOUNT: 653584. BEQUEATH DATE: 10/31/06 AMOUNT: 27017. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 122322 122322 7933958 3484787 4449171 812235 730505 81730 403572 289750 113822 4767045 460253 677885 -217632 -422897 -422897 -640529 817683 -422897 780327 357430 460253 0 460253 1458212 780327 780327 677885 0 677885 FORM 990, PART VI, SECTION B, LINE 11 THE TAX RETURN IS INITIALLY REVIEWED BY MANAGEMENT WITH QUESTIONS DIRECTED TO THE CPA. TREASURER OF THE BOARD THEN REVIEWS WITH MANAGEMENT PRIOR TO THE SIGNING AND FILING OF THE TAX RETURN. FORM 990, PART VI, SECTION B, LINE 15 TRUSTEE STAFF SUPPORT COMMITTEE AND BUDGET AND FINANCE COMMITTEE PROPOSE A COST OF LIVING INCREASE BASED ON INFLATION AND THE ENTIRE BOARD APPROVES THE INCREASE AS PART OF THE ANNUAL BUDGET. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE MAINTAINED BY EXECUTIVE DIRECTOR AND ARE AVAILABLE UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -422,897. REASON FOR AMENDED RETURN SECTION XII, QUESTION 1 - AMENDED RETURN THE RETURN IS BEING AMENDED TO CORRECTLY REFLECT THE USE OF THE ACCRUAL METHOD FOR BOTH THE FINANCIAL STATEMENTS AND THE TAX RETURN. CASH BASIS WAS NEVER USED. THE QUESTION WAS ANSWERED INCORRECTLY. FORM 990, PART XII, LINE 2C, PROCESS CHANGE FROM PRIOR YEAR: THE PROCESS OF THE COMMITTEE TO ASSUME RESPONSIBILITY OF THE AUDITED FINANCIAL STATEMENTS AND TO SELECT THE INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM PREVIOUS YEARS.