2011-11-22T15:08:51-06:00 2011-06-30 DIXON HUGHES GOODMAN LLP 701 TOWN CENTER DRIVE SUITE 700 NEWPORT NEWS VA 236064295 990 2010-07-01 540971072 SARAH BONWELL HUDGINS FOUNDATION INC SARA 7578278757 1 SINGLETON DRIVE HAMPTON VA 23666 CATHIE HARNEY 7578278757 2011-11-17 1 HUGH BARLOW 7578731033 2010 2016-02-24 21:20:13Z MARTHA PIETRAFESA 1 SINGLETON DRIVE HAMPTON VA 23666 1761996 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. 17 17 4 20 0 0 22996 33016 340609 324264 146279 255723 10211 8773 520095 621776 15000 0 0 0 201752 212994 0 0 2858 496321 459769 713073 672763 -192978 -50987 8557865 9017626 484882 474549 8072983 8543077 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 492893 327825 DEPRECIATION AND MAINTENANCE ON FACILITIES USED AS A TRAINING AND REHABILITATION CENTER FOR MENTALLY DISABLED PERSONS. 492893 1 1 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 1 0 1 4 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 1 1 0 X EXECUTIVE DIRECTOR 7578278757 1 SINGLETON DRIVE HAMPTON VA 23666 MARTHA PIETRAFESA X X 0 0 0 CATHIE HARNEY X X 0 0 0 RICHARD M BAGLEY JR X X 0 0 0 PHOEBE HARCUM X X 0 0 0 GARY G HAMMER X X 0 0 0 SARAH MESSERSMITH X X 0 0 0 CHARLES M ELINSKY X 0 0 0 HERBERT GREEN X 0 0 0 TOM HARTMAN X 0 0 0 GEORGE B LEAGUE X 0 0 0 RUTH MULLIKEN X 0 0 0 G GLENN ODER X 0 0 0 SARAH PUCKETT X 0 0 0 SCOTT RUSSELL X 0 0 0 WILLIAM STINEBAUGH X 0 0 0 DON SWAIN X 0 0 0 RICHARD TURNER X 0 0 0 CHRISTINE FELTS 40.00 X 83813 0 0 83813 0 0 0 0 0 0 0 33016 33016 COMPLEX RENTAL 532000 324264 324264 324264 112938 112938 1283005 1140090 130 142915 -130 142785 -130 142915 5082 0 5082 5082 MISCELLANEOUS 900099 3691 3691 3691 621776 327825 0 260935 84943 84943 112915 76667 36248 15136 5865 9271 6356 6356 10150 10150 13900 13900 7983 2200 5783 5822 5822 4580 41 4539 4055 4055 2858 2858 22794 22794 239264 239264 45299 45299 REPAIRS AND MAINTENANCE 58853 58853 POST 140 FEES FOR CLIEN 22326 22326 PROPERTY TAXES 6182 6182 PROGRAM DEVELOPMENT 4229 4229 UTILITIES 1686 1686 3432 3432 672763 492893 177012 2858 102570 147447 9175491 4270349 5047550 4905142 3394924 3952670 12821 12367 8557865 9017626 13350 484882 461199 484882 474549 X 8072983 8543077 8072983 8543077 8557865 9017626 X -50987 521081 X X 0 1 1 X 0 X 10005 16298 11710 22996 33016 94025 10005 16298 11710 22996 33016 94025 94025 137880 107490 102450 84577 112938 545335 22424 8460 5106 10211 8773 54974 694334 1682986 0.13540 0.10580 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 7867730 3284072 4583658 801998 709483 92515 383441 276794 106647 4905142 621776 672763 -50987 477047 44034 521081 470094 1835617 477047 736794 1213841 621776 0 621776 1409557 736794 736794 672763 0 672763 PART XI, LINE 8 - OTHER ADJUSTMENTS: TRANSFER OF CASH - POST 140 COMBINATION 44,034. 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 GAINS ON INVESTMENTS: 477,047. TRANSFER OF CASH - POST 140 COMBINATION 44,034. TOTAL TO FORM 990, PART XI, LINE 5: 521,081. 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.