PETERSBURG METHODIST HOME FOR GIRLS: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- PETERSBURG METHODIST HOME FOR GIRLS (EIN 54-0542500)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-20
- IRS object ID
- 202611409349100211
- Schema version
- 2025v4.1
- 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
- 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 | 2026-05-20T09:26:24-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 540504608 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROWN EDWARDS & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 810 SOUTHPARK BLVD 2ND FLOOR | AddressLine1Txt |
| City | COLONIAL HEIGHTS | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23834 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | 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 | 8047332011 | 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 | MR WILLIAM A YOUNGJR CPA | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 8047332011 | PhoneNum |
| Signature | 2026-05-18 | 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 | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,601,994 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $127,597 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $127,597 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $138,023 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $375,394 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $138,023 | CapGainNetIncmNetInvstIncmAmt |
| Incm Modifications Adj Net Incm | $1,000 | IncmModificationsAdjNetIncmAmt |
| Total Rev And Expnss | $266,620 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $265,620 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,000 | TotalAdjNetIncmAmt |
| 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 | $6,500 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $6,500 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,975 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,987 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,988 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $13,579 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $13,579 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,305 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,313 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $492 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $328 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $328 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,006 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,006 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $33,693 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,879 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,314 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $137,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $137,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $170,693 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,879 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $149,314 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $95,927 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $246,741 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,000 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $197,294 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $159,039 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $159,039 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,882,036 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,084,443 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,751,955 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $754,052 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $685,832 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $691,000 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,833,382 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,929,314 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,601,994 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $119 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $124 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $119 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $124 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,833,263 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,929,190 | 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 | $2,833,263 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,929,190 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,833,382 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,929,314 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,833,263 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $95,927 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,929,190 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,929,190 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (174 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 9SHS APPLIED MATLS INC | P | 2025-04-08 | 2025-10-06 | $2,026 | $1,247 | $779 | $779 |
| 3SHS APPLIED MATLS INC | P | 2025-04-08 | 2025-12-04 | $810 | $416 | $394 | $394 |
| 0.04175SHS AMENTUM HLDGS INC EQ EQUITY | P | 2024-07-15 | 2025-05-16 | $1 | $1 | $0 | $0 |
| 1.70338SHS AMENTUM HLDGS INC EQ EQUITY | P | 2024-02-05 | 2025-07-09 | $41 | $31 | $10 | $10 |
| 0.87078SHS AMENTUM HLDGS INC EQ EQUITY | P | 2024-07-15 | 2025-07-09 | $21 | $17 | $4 | $4 |
| 0.42585SHS AMENTUM HLDGS INC EQ EQUITY | P | 2025-04-08 | 2025-07-09 | $10 | $8 | $2 | $2 |
| 133SHS BAYER A G ADR | P | 2023-06-21 | 2025-11-24 | $1,158 | $1,858 | -$700 | -$700 |
| 78SHS BAYER A G ADR | P | 2023-09-25 | 2025-11-24 | $679 | $958 | -$279 | -$279 |
| 152SHS BAYER A G ADR | P | 2023-09-25 | 2025-12-02 | $1,492 | $1,867 | -$375 | -$375 |
| 162SHS BAYER A G ADR | P | 2023-10-19 | 2025-12-02 | $1,590 | $1,803 | -$213 | -$213 |
| 120SHS BAYER A G ADR | P | 2023-10-30 | 2025-12-02 | $1,178 | $1,297 | -$119 | -$119 |
| 24SHS BAYER A G ADR | P | 2023-12-08 | 2025-12-02 | $236 | $207 | $29 | $29 |
| 15SHS BERKSHIRE HATHAWAY B | P | 2022-07-22 | 2025-01-06 | $6,788 | $4,314 | $2,474 | $2,474 |
| 10SHS CITIGROUP INC | P | 2024-08-05 | 2025-07-15 | $898 | $565 | $333 | $333 |
| 33SHS CITIGROUP INC | P | 2025-01-06 | 2025-07-15 | $2,964 | $2,395 | $569 | $569 |
| 10SHS CITIGROUP INC | P | 2025-03-06 | 2025-07-15 | $898 | $708 | $190 | $190 |
| 12SHS CITIGROUP INC | P | 2024-08-05 | 2025-10-29 | $1,214 | $678 | $536 | $536 |
| 0.0752SHS CAPITAL ONE FINL COR | P | 2025-01-06 | 2025-05-19 | $15 | $13 | $2 | $2 |
| 4SHS CAPITAL ONE FINL COR | P | 2025-01-06 | 2025-08-28 | $907 | $703 | $204 | $204 |
| 9.9408SHS CAPITAL ONE FINL COR | P | 2024-12-06 | 2025-12-15 | $2,368 | $1,745 | $623 | $623 |
| 3.0592SHS CAPITAL ONE FINL COR | P | 2025-01-06 | 2025-12-15 | $729 | $538 | $191 | $191 |
| 8SHS CORPAY INC | P | 2020-10-29 | 2025-05-19 | $2,794 | $1,750 | $1,044 | $1,044 |
| 5SHS CORPAY INC | P | 2023-10-30 | 2025-05-19 | $1,747 | $1,110 | $637 | $637 |
| 4SHS CISCO SYS INC | P | 2016-03-31 | 2025-02-18 | $261 | $114 | $147 | $147 |
| 55SHS CISCO SYS INC | P | 2020-03-27 | 2025-02-18 | $3,588 | $2,164 | $1,424 | $1,424 |
| 50SHS CISCO SYS INC | P | 2020-08-17 | 2025-02-18 | $3,262 | $2,096 | $1,166 | $1,166 |
| 15SHS CISCO SYS INC | P | 2021-01-21 | 2025-02-18 | $979 | $675 | $304 | $304 |
| 56SHS CISCO SYS INC | P | 2016-03-31 | 2025-06-30 | $3,865 | $1,598 | $2,267 | $2,267 |
| 25SHS CVS HEALTH CORP | P | 2019-03-25 | 2025-08-28 | $1,790 | $1,374 | $416 | $416 |
| 10SHS CVS HEALTH CORP | P | 2020-09-15 | 2025-08-28 | $716 | $578 | $138 | $138 |
| 25SHS CVS HEALTH CORP | P | 2024-11-12 | 2025-08-28 | $1,790 | $1,384 | $406 | $406 |
| 0.375SHS CHEVRON CORP NEW | P | 2024-03-13 | 2025-07-22 | $56 | $55 | $1 | $1 |
| 28SHS DOMINION ENERGY INC | P | 2018-04-16 | 2025-08-11 | $1,724 | $1,801 | -$77 | -$77 |
| 25SHS DOMINION ENERGY INC | P | 2018-04-23 | 2025-08-11 | $1,539 | $1,628 | -$89 | -$89 |
| 25SHS DOMINION ENERGY INC | P | 2018-05-15 | 2025-08-11 | $1,539 | $1,613 | -$74 | -$74 |
| 30SHS DOMINION ENERGY INC | P | 2021-02-24 | 2025-08-11 | $1,847 | $2,137 | -$290 | -$290 |
| 0.4SHS GCI LIBERTY INC C | P | 2025-07-15 | 2025-07-15 | $14 | $14 | $0 | $0 |
| 29SHS GCI LIBERTY INC C | P | 2025-07-15 | 2025-07-22 | $1,052 | $991 | $61 | $61 |
| 10SHS JACOBS SOLUTIONS INC | P | 2024-02-05 | 2025-08-18 | $1,469 | $1,112 | $357 | $357 |
| 15SHS JACOBS SOLUTIONS INC | P | 2024-07-15 | 2025-08-18 | $2,204 | $1,763 | $441 | $441 |
| 36SHS JAZZ PHARMACEUTICALS | P | 2024-06-04 | 2025-08-19 | $4,312 | $3,776 | $536 | $536 |
| 1SHS JAZZ PHARMACEUTICALS | P | 2024-07-10 | 2025-08-19 | $120 | $101 | $19 | $19 |
| 31SHS JAZZ PHARMACEUTICALS | P | 2024-07-10 | 2025-11-17 | $5,270 | $3,118 | $2,152 | $2,152 |
| 5SHS JOHNSON & JOHNSON | P | 2024-12-17 | 2025-08-18 | $885 | $727 | $158 | $158 |
| 8SHS JOHNSON & JOHNSON | P | 2025-04-08 | 2025-08-18 | $1,416 | $1,191 | $225 | $225 |
| 21SHS JOHNSON & JOHNSON | P | 2024-12-17 | 2025-08-19 | $3,732 | $3,054 | $678 | $678 |
| 334SHS KINDER MORGAN INC DE | P | 2022-01-19 | 2025-01-06 | $9,411 | $5,921 | $3,490 | $3,490 |
| 30SHS KINDER MORGAN INC DE | P | 2022-02-15 | 2025-01-06 | $845 | $512 | $333 | $333 |
| 1SHS KINDER MORGAN INC DE | P | 2022-12-06 | 2025-01-06 | $28 | $18 | $10 | $10 |
| 79SHS KINDER MORGAN INC DE | P | 2022-02-15 | 2025-01-14 | $2,305 | $1,349 | $956 | $956 |
| 43SHS LIBERTY BROADBAND CO C | P | 2022-04-27 | 2025-05-27 | $4,179 | $5,294 | -$1,115 | -$1,115 |
| 24SHS LIBERTY BROADBAND CO C | P | 2022-05-02 | 2025-05-27 | $2,333 | $2,686 | -$353 | -$353 |
| 13SHS LIBERTY BROADBAND CO C | P | 2022-06-28 | 2025-05-27 | $1,264 | $1,521 | -$257 | -$257 |
| 18SHS LIBERTY BROADBAND CO C | P | 2022-09-23 | 2025-05-27 | $1,750 | $1,471 | $279 | $279 |
| 30SHS LIBERTY BROADBAND CO C | P | 2023-12-04 | 2025-05-27 | $2,916 | $2,486 | $430 | $430 |
| 6SHS LOCKHEED MARTIN CORP | P | 2021-10-27 | 2025-10-06 | $3,079 | $2,004 | $1,075 | $1,075 |
| 7SHS MCKESSON CORP | P | 2019-04-22 | 2025-03-31 | $4,705 | $801 | $3,904 | $3,904 |
| 4SHS MCKESSON CORP | P | 2019-04-22 | 2025-04-03 | $2,881 | $458 | $2,423 | $2,423 |
| 4SHS MCKESSON CORP | P | 2019-04-22 | 2025-04-23 | $2,764 | $458 | $2,306 | $2,306 |
| 137SHS NINTENDO LTD ADR | P | 2021-07-01 | 2025-01-27 | $2,141 | $1,977 | $164 | $164 |
| 190SHS NINTENDO LTD ADR | P | 2021-07-20 | 2025-01-27 | $2,969 | $2,599 | $370 | $370 |
| 42SHS NINTENDO LTD ADR | P | 2022-04-07 | 2025-01-27 | $656 | $538 | $118 | $118 |
| 180SHS NINTENDO LTD ADR | P | 2022-04-07 | 2025-02-10 | $3,237 | $2,305 | $932 | $932 |
| 73SHS NINTENDO LTD ADR | P | 2022-04-07 | 2025-03-31 | $1,225 | $935 | $290 | $290 |
| 65SHS NINTENDO LTD ADR | P | 2022-04-07 | 2025-04-24 | $1,283 | $832 | $451 | $451 |
| 54SHS NINTENDO LTD ADR | P | 2022-04-11 | 2025-04-24 | $1,066 | $689 | $377 | $377 |
| 162SHS NINTENDO LTD ADR | P | 2022-04-11 | 2025-06-23 | $3,507 | $2,067 | $1,440 | $1,440 |
| 19SHS NINTENDO LTD ADR | P | 2022-04-11 | 2025-06-30 | $456 | $242 | $214 | $214 |
| 155SHS NINTENDO LTD ADR | P | 2022-05-16 | 2025-06-30 | $3,716 | $1,697 | $2,019 | $2,019 |
| 39SHS OCCIDENTAL PETE CORP | P | 2022-03-24 | 2025-01-06 | $1,976 | $2,322 | -$346 | -$346 |
| 11SHS OCCIDENTAL PETE CORP | P | 2023-12-04 | 2025-01-06 | $557 | $638 | -$81 | -$81 |
| 15SHS OCCIDENTAL PETE CORP | P | 2023-12-06 | 2025-01-06 | $760 | $850 | -$90 | -$90 |
| 29SHS PROGRESSIVE CORP OH | P | 2021-03-04 | 2025-03-31 | $8,240 | $2,537 | $5,703 | $5,703 |
| 10SHS PROGRESSIVE CORP OH | P | 2021-03-04 | 2025-05-07 | $2,866 | $875 | $1,991 | $1,991 |
| 25SHS POST HLDGS INC | P | 2020-03-27 | 2025-02-03 | $2,644 | $1,344 | $1,300 | $1,300 |
| 25SHS POST HLDGS INC | P | 2020-09-14 | 2025-02-03 | $2,644 | $1,414 | $1,230 | $1,230 |
| 12SHS UNITEDHEALTH GROUP I | P | 2025-05-19 | 2025-09-24 | $4,240 | $3,789 | $451 | $451 |
| 6SHS UNITEDHEALTH GROUP I | P | 2025-06-30 | 2025-09-24 | $2,120 | $1,866 | $254 | $254 |
| 180SHS WARNER BROS DISCOVER | P | 2024-03-04 | 2025-07-30 | $2,372 | $1,488 | $884 | $884 |
| 91SHS WARNER BROS DISCOVER | P | 2025-04-08 | 2025-07-30 | $1,199 | $712 | $487 | $487 |
| 134SHS WARNER BROS DISCOVER | P | 2024-10-14 | 2025-09-11 | $2,135 | $992 | $1,143 | $1,143 |
| 27SHS WARNER BROS DISCOVER | P | 2025-04-08 | 2025-09-11 | $430 | $211 | $219 | $219 |
| 229SHS WARNER BROS DISCOVER | P | 2024-07-10 | 2025-10-06 | $4,366 | $1,651 | $2,715 | $2,715 |
| 34SHS WARNER BROS DISCOVER | P | 2024-10-14 | 2025-10-06 | $648 | $252 | $396 | $396 |
| 101SHS WARNER BROS DISCOVER SERIES A | P | 2024-07-10 | 2025-12-15 | $2,997 | $728 | $2,269 | $2,269 |
| 104SHS WARNER BROS DISCOVER SERIES A | P | 2024-08-12 | 2025-12-15 | $3,086 | $709 | $2,377 | $2,377 |
| 9SHS APPLIED MATLS INC | P | 2025-04-08 | 2025-10-06 | $2,026 | $1,247 | $779 | $779 |
| 3SHS APPLIED MATLS INC | P | 2025-04-08 | 2025-12-04 | $810 | $416 | $394 | $394 |
| 0.04175SHS AMENTUM HLDGS INC EQ EQUITY | P | 2024-07-15 | 2025-05-16 | $1 | $1 | $0 | $0 |
| 1.70338SHS AMENTUM HLDGS INC EQ EQUITY | P | 2024-02-05 | 2025-07-09 | $41 | $31 | $10 | $10 |
| 0.87078SHS AMENTUM HLDGS INC EQ EQUITY | P | 2024-07-15 | 2025-07-09 | $21 | $17 | $4 | $4 |
| 0.42585SHS AMENTUM HLDGS INC EQ EQUITY | P | 2025-04-08 | 2025-07-09 | $10 | $8 | $2 | $2 |
| 132SHS BAYER A G ADR | P | 2023-06-21 | 2025-11-24 | $1,149 | $1,844 | -$695 | -$695 |
| 80SHS BAYER A G ADR | P | 2023-09-25 | 2025-11-24 | $696 | $983 | -$287 | -$287 |
| 150SHS BAYER A G ADR | P | 2023-09-25 | 2025-12-02 | $1,472 | $1,842 | -$370 | -$370 |
| 168SHS BAYER A G ADR | P | 2023-10-19 | 2025-12-02 | $1,649 | $1,870 | -$221 | -$221 |
| 112SHS BAYER A G ADR | P | 2023-10-30 | 2025-12-02 | $1,099 | $1,211 | -$112 | -$112 |
| 27SHS BAYER A G ADR | P | 2023-12-08 | 2025-12-02 | $265 | $232 | $33 | $33 |
| 15SHS BERKSHIRE HATHAWAY B | P | 2022-07-22 | 2025-01-06 | $6,788 | $4,314 | $2,474 | $2,474 |
| 10SHS CITIGROUP INC | P | 2024-08-05 | 2025-07-15 | $898 | $565 | $333 | $333 |
| 32SHS CITIGROUP INC | P | 2025-01-06 | 2025-07-15 | $2,874 | $2,322 | $552 | $552 |
| 11SHS CITIGROUP INC | P | 2025-03-06 | 2025-07-15 | $988 | $778 | $210 | $210 |
| 12SHS CITIGROUP INC | P | 2024-08-05 | 2025-10-29 | $1,214 | $678 | $536 | $536 |
| 0.0752SHS CAPITAL ONE FINL COR | P | 2025-01-06 | 2025-05-19 | $15 | $13 | $2 | $2 |
| 4SHS CAPITAL ONE FINL COR | P | 2025-01-06 | 2025-08-28 | $907 | $703 | $204 | $204 |
| 9.9408SHS CAPITAL ONE FINL COR | P | 2024-12-06 | 2025-12-15 | $2,368 | $1,745 | $623 | $623 |
| 3.0592SHS CAPITAL ONE FINL COR | P | 2025-01-06 | 2025-12-15 | $729 | $538 | $191 | $191 |
| 4SHS CORPAY INC | P | 2020-10-29 | 2025-05-19 | $1,397 | $875 | $522 | $522 |
| 9SHS CORPAY INC | P | 2023-10-30 | 2025-05-19 | $3,144 | $1,998 | $1,146 | $1,146 |
| 4SHS CISCO SYS INC | P | 2016-03-31 | 2025-02-18 | $261 | $114 | $147 | $147 |
| 60SHS CISCO SYS INC | P | 2020-03-27 | 2025-02-18 | $3,914 | $2,360 | $1,554 | $1,554 |
| 25SHS CISCO SYS INC | P | 2020-03-31 | 2025-02-18 | $1,631 | $991 | $640 | $640 |
| 25SHS CISCO SYS INC | P | 2020-08-17 | 2025-02-18 | $1,631 | $1,048 | $583 | $583 |
| 10SHS CISCO SYS INC | P | 2021-01-21 | 2025-02-18 | $652 | $450 | $202 | $202 |
| 56SHS CISCO SYS INC | P | 2016-03-31 | 2025-06-30 | $3,865 | $1,598 | $2,267 | $2,267 |
| 10SHS CVS HEALTH CORP | P | 2020-09-01 | 2025-08-28 | $716 | $603 | $113 | $113 |
| 25SHS CVS HEALTH CORP | P | 2020-09-15 | 2025-08-28 | $1,790 | $1,445 | $345 | $345 |
| 25SHS CVS HEALTH CORP | P | 2024-11-12 | 2025-08-28 | $1,790 | $1,384 | $406 | $406 |
| 0.375SHS CHEVRON CORP NEW | P | 2024-03-13 | 2025-07-22 | $56 | $55 | $1 | $1 |
| 26SHS DOMINION ENERGY INC | P | 2018-04-16 | 2025-08-11 | $1,600 | $1,673 | -$73 | -$73 |
| 25SHS DOMINION ENERGY INC | P | 2018-04-25 | 2025-08-11 | $1,539 | $1,626 | -$87 | -$87 |
| 25SHS DOMINION ENERGY INC | P | 2018-05-15 | 2025-08-11 | $1,539 | $1,613 | -$74 | -$74 |
| 32SHS DOMINION ENERGY INC | P | 2021-02-24 | 2025-08-11 | $1,970 | $2,279 | -$309 | -$309 |
| 0.4SHS GCI LIBERTY INC C | P | 2025-07-15 | 2025-07-15 | $14 | $14 | $0 | $0 |
| 29SHS GCI LIBERTY INC C | P | 2025-07-15 | 2025-07-22 | $1,052 | $991 | $61 | $61 |
| 10SHS JACOBS SOLUTIONS INC | P | 2024-02-05 | 2025-08-18 | $1,469 | $1,112 | $357 | $357 |
| 15SHS JACOBS SOLUTIONS INC | P | 2024-07-15 | 2025-08-18 | $2,204 | $1,763 | $441 | $441 |
| 36SHS JAZZ PHARMACEUTICALS | P | 2024-06-04 | 2025-08-19 | $4,312 | $3,776 | $536 | $536 |
| 1SHS JAZZ PHARMACEUTICALS | P | 2024-07-10 | 2025-08-19 | $120 | $101 | $19 | $19 |
| 31SHS JAZZ PHARMACEUTICALS | P | 2024-07-10 | 2025-11-17 | $5,270 | $3,118 | $2,152 | $2,152 |
| 5SHS JOHNSON & JOHNSON | P | 2024-12-17 | 2025-08-18 | $885 | $727 | $158 | $158 |
| 8SHS JOHNSON & JOHNSON | P | 2025-04-08 | 2025-08-18 | $1,416 | $1,191 | $225 | $225 |
| 21SHS JOHNSON & JOHNSON | P | 2024-12-17 | 2025-08-19 | $3,732 | $3,054 | $678 | $678 |
| 326SHS KINDER MORGAN INC DE | P | 2022-01-19 | 2025-01-06 | $9,185 | $5,779 | $3,406 | $3,406 |
| 38SHS KINDER MORGAN INC DE | P | 2022-02-15 | 2025-01-06 | $1,071 | $649 | $422 | $422 |
| 78SHS KINDER MORGAN INC DE | P | 2022-02-15 | 2025-01-14 | $2,275 | $1,332 | $943 | $943 |
| 44SHS LIBERTY BROADBAND CO C | P | 2022-04-27 | 2025-05-27 | $4,277 | $5,417 | -$1,140 | -$1,140 |
| 25SHS LIBERTY BROADBAND CO C | P | 2022-05-02 | 2025-05-27 | $2,430 | $2,798 | -$368 | -$368 |
| 12SHS LIBERTY BROADBAND CO C | P | 2022-06-28 | 2025-05-27 | $1,166 | $1,404 | -$238 | -$238 |
| 8SHS LIBERTY BROADBAND CO C | P | 2022-09-23 | 2025-05-27 | $778 | $654 | $124 | $124 |
| 39SHS LIBERTY BROADBAND CO C | P | 2023-12-04 | 2025-05-27 | $3,791 | $3,232 | $559 | $559 |
| 7SHS LOCKHEED MARTIN CORP | P | 2021-10-27 | 2025-10-06 | $3,592 | $2,338 | $1,254 | $1,254 |
| 7SHS MCKESSON CORP | P | 2016-10-28 | 2025-03-31 | $4,705 | $860 | $3,845 | $3,845 |
| 4SHS MCKESSON CORP | P | 2016-10-28 | 2025-04-03 | $2,881 | $492 | $2,389 | $2,389 |
| 4SHS MCKESSON CORP | P | 2016-10-28 | 2025-04-23 | $2,764 | $492 | $2,272 | $2,272 |
| 92SHS NINTENDO LTD ADR | P | 2021-07-01 | 2025-01-27 | $1,438 | $1,327 | $111 | $111 |
| 180SHS NINTENDO LTD ADR | P | 2021-07-20 | 2025-01-27 | $2,813 | $2,462 | $351 | $351 |
| 93SHS NINTENDO LTD ADR | P | 2022-04-07 | 2025-01-27 | $1,453 | $1,191 | $262 | $262 |
| 180SHS NINTENDO LTD ADR | P | 2022-04-07 | 2025-02-10 | $3,237 | $2,304 | $933 | $933 |
| 73SHS NINTENDO LTD ADR | P | 2022-04-07 | 2025-03-31 | $1,225 | $935 | $290 | $290 |
| 39SHS NINTENDO LTD ADR | P | 2022-04-07 | 2025-04-24 | $770 | $499 | $271 | $271 |
| 79SHS NINTENDO LTD ADR | P | 2022-04-11 | 2025-04-24 | $1,560 | $1,008 | $552 | $552 |
| 156SHS NINTENDO LTD ADR | P | 2022-04-11 | 2025-06-23 | $3,377 | $1,990 | $1,387 | $1,387 |
| 6SHS NINTENDO LTD ADR | P | 2022-05-16 | 2025-06-23 | $130 | $66 | $64 | $64 |
| 174SHS NINTENDO LTD ADR | P | 2022-05-16 | 2025-06-30 | $4,172 | $1,904 | $2,268 | $2,268 |
| 39SHS OCCIDENTAL PETE CORP | P | 2022-03-24 | 2025-01-06 | $1,976 | $2,322 | -$346 | -$346 |
| 10SHS OCCIDENTAL PETE CORP | P | 2023-12-04 | 2025-01-06 | $507 | $580 | -$73 | -$73 |
| 16SHS OCCIDENTAL PETE CORP | P | 2023-12-06 | 2025-01-06 | $811 | $907 | -$96 | -$96 |
| 28SHS PROGRESSIVE CORP OH | P | 2021-03-04 | 2025-03-31 | $7,956 | $2,449 | $5,507 | $5,507 |
| 10SHS PROGRESSIVE CORP OH | P | 2021-03-04 | 2025-05-07 | $2,866 | $875 | $1,991 | $1,991 |
| 15SHS POST HLDGS INC | P | 2020-03-27 | 2025-02-03 | $1,586 | $807 | $779 | $779 |
| 25SHS POST HLDGS INC | P | 2020-09-14 | 2025-02-03 | $2,644 | $1,414 | $1,230 | $1,230 |
| 10SHS POST HLDGS INC | P | 2022-03-24 | 2025-02-03 | $1,058 | $643 | $415 | $415 |
| 12SHS UNITEDHEALTH GROUP I | P | 2025-05-19 | 2025-09-24 | $4,240 | $3,789 | $451 | $451 |
| 6SHS UNITEDHEALTH GROUP I | P | 2025-06-30 | 2025-09-24 | $2,120 | $1,866 | $254 | $254 |
| 179SHS WARNER BROS DISCOVER | P | 2024-03-04 | 2025-07-30 | $2,359 | $1,480 | $879 | $879 |
| 92SHS WARNER BROS DISCOVER | P | 2025-04-08 | 2025-07-30 | $1,212 | $719 | $493 | $493 |
| 136SHS WARNER BROS DISCOVER | P | 2024-10-14 | 2025-09-11 | $2,167 | $1,007 | $1,160 | $1,160 |
| 26SHS WARNER BROS DISCOVER | P | 2025-04-08 | 2025-09-11 | $414 | $203 | $211 | $211 |
| 231SHS WARNER BROS DISCOVER | P | 2024-07-10 | 2025-10-06 | $4,405 | $1,665 | $2,740 | $2,740 |
| 31SHS WARNER BROS DISCOVER | P | 2024-10-14 | 2025-10-06 | $591 | $229 | $362 | $362 |
| 98SHS WARNER BROS DISCOVER SERIES A | P | 2024-07-10 | 2025-12-15 | $2,908 | $706 | $2,202 | $2,202 |
| 107SHS WARNER BROS DISCOVER SERIES A | P | 2024-08-12 | 2025-12-15 | $3,175 | $729 | $2,446 | $2,446 |
| CAPITAL GAINS DIVIDENDS | P | $23,330 | $23,330 | $23,330 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $138,023 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,430 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,430 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,430 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,203 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $4,667 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,870 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,440 | OverpaymentAmt |
| Applied To ES Tax | $3,440 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 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 |
|---|---|---|---|---|---|---|---|---|
| BETTY J FORBES | ||||||||
| POST OFFICE BOX 1688 | PETERSBURG | VA | 238051688 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| MARK H STEVENS | ||||||||
| POST OFFICE BOX 1688 | PETERSBURG | VA | 238051688 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| BRYAN CARPER | ||||||||
| POST OFFICE BOX 1688 | PETERSBURG | VA | 238051688 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| WILLIAM H TALLEY IV | ||||||||
| POST OFFICE BOX 1688 | PETERSBURG | VA | 238051688 | PRESIDENT | 0.25 | $0 | $0 | $0 |
| WILLIAM A YOUNG JR | ||||||||
| POST OFFICE BOX 1688 | PETERSBURG | VA | 238051688 | VICE PRESIDENT | 0.25 | $0 | $0 | $0 |
| LEIGHANN R ADAMS | ||||||||
| POST OFFICE BOX 1688 | PETERSBURG | VA | 238051688 | SECRETARY | 0.25 | $0 | $0 | $0 |
| PAMELA M COMSTOCK | ||||||||
| POST OFFICE BOX 1688 | PETERSBURG | VA | 238051688 | TREASURER | 0.25 | $0 | $0 | $0 |
| KEVIN MASSENGILL | ||||||||
| POST OFFICE BOX 1688 | PETERSBURG | VA | 238051688 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| THAYER T BAIRD | ||||||||
| POST OFFICE BOX 1688 | PETERSBURG | VA | 238051688 | DIRECTOR | 0.25 | $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 | $60,000 | Expenses1Amt |
| Description2 | SCHOLARSHIPS TO COLLEGE STUDENTS | Description2Txt |
| Expenses2 | $77,000 | 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 | $3,266,010 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $204,773 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,470,783 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,470,783 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $52,062 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,418,721 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $170,936 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $170,936 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,430 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,430 | TotalTaxAmt |
| Distributable Before Adj | $167,506 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $1,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $168,506 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $168,506 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $149,314 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $149,314 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $168,506 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $125,483 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $149,314 | QualifyingDistributionsAmt |
| Applied To Year1 | $125,483 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $23,831 | 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 | $144,675 | 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 AND GRANT APPLICATIONS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | MAY AND SEPTEMBER | SubmissionDeadlinesTxt |
| Restrictions On Awards | LIMITED TO RESIDENTS OF SOUTHSIDE VIRGINIA | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (50 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| DOWNTOWN CHURCHES UNITED INC HOPE CENTER | |||||||
| PO BOX 1202 | PETERSBURG | VA | 23805 | NONE | PC | CHARITABLE GRANTS | $6,000 |
| FELLOWSHIP OF CHRISTIAN ATHLETES | |||||||
| 19902 IVAN ROAD | SOUTH CHESTERFIELD | VA | 23803 | NONE | PC | CHARITABLE GRANTS | $6,000 |
| HEART OF VIRGINIA COUNCIL BOY SCOUTS OF AMERICA | |||||||
| 8090 VILLA PARK DRIVE | HENRICO | VA | 23228 | NONE | PC | CHARITABLE GRANTS | $5,000 |
| PETERSBURG FAMILY YMCA | |||||||
| 120 N MADISON STREET | PETERSBURG | VA | 23803 | NONE | PC | CHARITABLE GRANTS | $6,000 |
| SWIFT CREEK MILL THEATER | |||||||
| 17401 EMANCIPATION HIGHWAY | SOUTH CHESTERFIELD | VA | 23834 | NONE | PC | CHARITABLE GRANTS | $5,000 |
| TRI-CITIES WORKCAMPS INC | |||||||
| PO BOX 1761 | PETERSBURG | VA | 23805 | NONE | PC | CHARITABLE GRANTS | $5,000 |
| UNITED METHODIST FAMILY SERVICES | |||||||
| 3900 WEST BROAD STREET | RICHMOND | VA | 23230 | NONE | PC | CHARITABLE GRANTS | $10,000 |
| BOYS & GIRLS CLUBS OF METRO RICHMOND | |||||||
| 100 EVERETT STREET SUITE 1 | RICHMOND | VA | 23224 | NONE | PC | CHARITABLE GRANTS | $5,000 |
| ST JOSEPH'S VILLA | |||||||
| 8000 BROOK ROAD | RICHMOND | VA | 23227 | NONE | PC | CHARITABLE GRANTS | $3,000 |
| JACKSON-FEILD HOMES | |||||||
| 546 WALNUT GROVE DRIVE | JARRETT | VA | 23867 | NONE | PC | CHARITABLE GRANTS | $4,000 |
| PETERSBURG SYMPHONY ORCHESTRA | |||||||
| PO BOX 2146 | PETERSBURG | VA | 23804 | NONE | PC | CHARITABLE GRANTS | $3,000 |
| THE JAMES HOUSE | |||||||
| 6610 COMMONS DRIVE SUITE C | PRINCE GEORGE | VA | 23875 | NONE | PC | CHARITABLE GRANTS | $2,000 |
| CAMRYN SMITH | |||||||
| 21200 WHITE OAK ROAD | NORTH DINWIDDIE | VA | 23803 | NONE | I | EDUCATIONAL SCHOLARSHIPS | $3,000 |
| KELIS HARRISON | |||||||
| 3376 OAK WOOD CIRCLE | PETERSBURG | VA | 23805 | NONE | I | EDUCATIONAL SCHOLARSHIPS | $3,000 |
| KENDALL CHAPPELL | |||||||
| 22814 CARSON ROAD | DINWIDDIE | VA | 23841 | NONE | I | EDUCATIONAL SCHOLARSHIPS | $3,000 |
| DANIEL SMITH | |||||||
| 5206 SEQUOIA COURT | NORTH DINWIDDIE | VA | 23803 | NONE | I | EDUCATIONAL SCHOLARSHIPS | $3,000 |
| JAQUAN TUCKER | |||||||
| 11718 DUNCAN ROAD | NORTH DINWIDDIE | VA | 23805 | NONE | I | EDUCATIONAL SCHOLARSHIPS | $3,000 |
| HARMONY MENDOZA | |||||||
| 20312 STONEWOOD MANOR DR | SOUTH CHESTERFIELD | VA | 23803 | NONE | I | EDUCATIONAL SCHOLARSHIPS | $3,000 |
| ABIGAIL DRAPER | |||||||
| 13300 OLD MILL ROAD | MONTPELIER | VA | 23192 | NONE | I | EDUCATIONAL SCHOLARSHIPS | $2,000 |
| SAVANNAH TALLEY | |||||||
| 14201 HOWLETT LINE DRIVE | SOUTH CHESTERFIELD | VA | 23834 | NONE | I | EDUCATIONAL SCHOLARSHIPS | $2,000 |
| CATHERINE ALDERSON | |||||||
| 118 BRIARCLIFFE COURT | COLONIAL HEIGHTS | VA | 23834 | NONE | I | EDUCATIONAL SCHOLARSHIPS | $2,000 |
| MASON BENNETT | |||||||
| 704 WATERFRONT DRIVE | COLONIAL HEIGHTS | VA | 23834 | NONE | I | EDUCATIONAL SCHOLARSHIPS | $2,000 |
| DANIEL HUGHES | |||||||
| 5816 TROY LANE | SUTHERLAND | VA | 23885 | NONE | I | EDUCATIONAL SCHOLARSHIPS | $2,000 |
| AMANDA JOYNER | |||||||
| 24400 BAUGH ROAD | STONY CREEK | VA | 23882 | NONE | I | EDUCATIONAL SCHOLARSHIPS | $2,000 |
| SAVNNA THOMAS | |||||||
| 16508 SATISFACTION LANE | CHURCH ROAD | VA | 23833 | NONE | I | EDUCATIONAL SCHOLARSHIPS | $2,000 |
| JAMAICA WEAVER | |||||||
| 15802 KEELERS MILL ROAD | DEWITT | VA | 23840 | NONE | I | EDUCATIONAL SCHOLARSHIPS | $2,000 |
| JACOB WITT | |||||||
| 12512 COX ROAD | CHURCH ROAD | VA | 23833 | NONE | I | EDUCATIONAL SCHOLARSHIPS | $2,000 |
| CLAIRE CULBREATH | |||||||
| 7219 ANDERSON MILL ROAD | CHURCH ROAD | VA | 23833 | NONE | I | EDUCATIONAL SCHOLARSHIPS | $2,000 |
| CIARA MCKENSIE | |||||||
| 361 ENON OAKS LANE | CHESTER | VA | 23836 | NONE | I | EDUCATIONAL SCHOLARSHIPS | $2,000 |
| HANNAH FRAKES | |||||||
| 12945 HATCHER DRIVE | CHURCH ROAD | VA | 23833 | NONE | I | EDUCATIONAL SCHOLARSHIPS | $2,000 |
| MACKENZIE GAMMON | |||||||
| 12000 HAWKINS ROAD | FORD | VA | 23850 | NONE | I | EDUCATIONAL SCHOLARSHIPS | $2,000 |
| CHLOE BONNER | |||||||
| 16522 COURTHOUSE ROAD | DINWIDDIE | VA | 23841 | NONE | I | EDUCATIONAL SCHOLARSHIPS | $2,000 |
| CALEIGH BRADFORD | |||||||
| 4519 FINNEY PLACE | CHESTER | VA | 23831 | NONE | I | EDUCATIONAL SCHOLARSHIPS | $2,000 |
| LOGAN CHANDLER | |||||||
| 6201 JULIAN LANE | MINERAL | VA | 23117 | NONE | I | EDUCATIONAL SCHOLARSHIPS | $2,000 |
| CADEN GRAYSON | |||||||
| 1817 EAST BLVD | PETERSBURG | VA | 23805 | NONE | I | EDUCATIONAL SCHOLARSHIPS | $2,000 |
| REAGAN MCMICHAEL | |||||||
| 1135 OAKRIDGE ROAD | PETERSBURG | VA | 23805 | NONE | I | EDUCATIONAL SCHOLARSHIPS | $2,000 |
| AUSTIN POARCH | |||||||
| 19257 COMANS WELL ROAD | YALE | VA | 23897 | NONE | I | EDUCATIONAL SCHOLARSHIPS | $2,000 |
| KEVIN WALKER | |||||||
| 20803 RIVER ROAD | SUTHERLAND | VA | 23885 | NONE | I | EDUCATIONAL SCHOLARSHIPS | $2,000 |
| COREY WARREN | |||||||
| 15307 FEATHERCHASE DR | CHESTERFIELD | VA | 23832 | NONE | I | EDUCATIONAL SCHOLARSHIPS | $2,000 |
| CHRISTINA ZAPPA | |||||||
| 3637 EAST CHAGFORD TERRACE | CHESTER | VA | 23831 | NONE | I | EDUCATIONAL SCHOLARSHIPS | $2,000 |
| COLEMAN LAMBIRTH | |||||||
| 17001 MCKENNEY AVENUE | DEWITT | VA | 23840 | NONE | I | EDUCATIONAL SCHOLARSHIPS | $2,000 |
| REILY MOORE | |||||||
| 2007 THORNCRAG LANE | MIDLOTHIAN | VA | 23112 | NONE | I | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| CHARLES GRANT | |||||||
| 10813 BLAND RIDGE COURT | SOUTH PRINCE GEORGE | VA | 23805 | NONE | I | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| CHRISTOPHER WILKINS | |||||||
| 16245 LAKE LANE | SOUTH PRINCE GEORGE | VA | 23805 | NONE | I | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| NOAH SATTERWHITE | |||||||
| 4907 CLAYBON LANE | CHESTER | VA | 23831 | NONE | I | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| LAWRENCE CARY | |||||||
| 5901 CRABTREE ROAD | NORTH CHESTERFIELD | VA | 23234 | NONE | I | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| JORDAN MATHIS | |||||||
| 118 CRYSTAL DOWNS CT | CHESTER | VA | 23836 | NONE | I | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| COLEMAN LAMBIRTH | |||||||
| 17001 MCKENNEY AVENUE | DEWITT | VA | 23840 | NONE | I | EDUCATIONAL SCHOLARSHIPS | $2,000 |
| BENNETT NYE | |||||||
| 16290 EPPES ROAD | DEWITT | VA | 23840 | NONE | I | EDUCATIONAL SCHOLARSHIPS | $2,000 |
| JABRIEL DANIELS | |||||||
| 22171 JORDAN HEIGHT DRIVE | NORTH DINWIDDIE | VA | 23803 | NONE | I | EDUCATIONAL SCHOLARSHIPS | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $137,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| SARAH FULLER | |||||||
| 8404 WILSHIRE PLACE | GLEN ALLEN | VA | 23060 | NONE | I | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| BENNETT NYE | |||||||
| 16290 EPPES ROAD | DEWITT | VA | 23840 | NONE | I | EDUCATIONAL SCHOLARSHIPS | $2,000 |
| SYDNEY TAYLOR | |||||||
| 24516 LAKE DRIVE | NORTH DINWIDDIE | VA | 23803 | NONE | I | EDUCATIONAL SCHOLARSHIPS | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $5,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $127,597 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $138,023 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $265,620 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $265,620 | 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 FEES | CategoryTxt |
| Amt | $5,975 | Amt |
| Net Investment Income | $2,987 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,988 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BONDS (BOND FUNDS) - UNRESTRICTED | $342,916 | $345,500 |
| BONDS (BOND FUNDS) - RESTRICTED | $342,916 | $345,500 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| STOCKS (EQUITIES) - UNRESTRICTED | $296,477 | $368,848 |
| STOCKS (EQUITY FUNDS) - UNRESTRICTED | $472,290 | $712,366 |
| STOCKS (EQUITIES) - RESTRICTED | $296,649 | $368,249 |
| STOCKS (EQUITY FUNDS) - RESTRICTED | $553,280 | $822,421 |
| EXCHANGE TRADED FUNDS - UNRESTRICTED | $218,290 | $225,453 |
| EXCHANGE TRADED FUNDS - RESTRICTED | $223,987 | $233,290 |
| OTHER ASSETS (EQUITY FUND) - RESTRICTED | $11,683 | $10,664 |
| OTHER ASSETS (EQUITY FUNDS) - UNRESTRICTED | $11,787 | $10,664 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSES | $778 | $0 | $778 |
| INSURANCE | $1,162 | $0 | $1,162 |
| SERVICE CHARGES | $66 | $0 | $66 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $13,579 | Amt |
| Net Investment Income | $13,579 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $492 | $0 | $492 |
| FOREIGN TAXES | $2,313 | $2,313 | $0 |
| FEDERAL ESTIMATED TAXES | $2,500 | $0 | $0 |
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