Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter Social Security numbers on this form as it may be made public. By law, the IRS cannot redact the information on the form.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2013
Open to Public Inspection
For calendar year 2013, or tax year beginning 01-01-2013 , and ending 12-31-2013
Name of foundation
PETERSBURG METHODIST HOME FOR GIRLS
 

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1688   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PETERSBURG, VA238051688
A Employer identification number

54-0542500
B Telephone number (see instructions)

(804) 732-0788
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$3,089,004J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet
3 Interest on savings and temporary cash investments 6 6  
4 Dividends and interest from securities...... 60,863 60,863  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 28,548
b Gross sales price for all assets on line 6a 869,654
7 Capital gain net income (from Part IV, line 2)... 28,548
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 21,549 21,549  
12 Total. Add lines 1 through 11........ 110,966 110,966  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages...... 3,600 0   3,600
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 4,575 0   4,575
c Other professional fees (attach schedule).... Click to see attachment 30,370 30,370   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 1,037 0   275
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 1,043 0   1,043
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 40,625 30,370   9,493
25 Contributions, gifts, grants paid........ 88,402 88,402
26 Total expenses and disbursements. Add lines 24 and 25 129,027 30,370   97,895
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -18,061
b Net investment income (if negative, enter -0-) 80,596
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2013)
Form 990-PF (2013)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing...............      
2 Savings and temporary cash investments.......... 116,783 198,506 198,506
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 1,860,437 Click to see attachment1,732,223 2,114,435
c Investments—corporate bonds (attach schedule)........ 742,718 Click to see attachment771,219 776,063
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,719,938 2,701,948 3,089,004
Liabilities 17 Accounts payable and accrued expenses.......... 204 275
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).......... 204 275
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 3,582,115 3,595,479
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds -862,381 -893,806
30 Total net assets or fund balances (see page 17 of the
instructions).................... 2,719,734 2,701,673
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 2,719,938 2,701,948
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 2,719,734
2 Enter amount from Part I, line 27a..................... 2 -18,061
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 2,701,673
5 Decreases not included in line 2 (itemize) bullet 5 0
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 2,701,673
Form 990-PF (2013)
Form 990-PF (2013)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a 4628.82SHS ABERDEEN TOTAL RETURN BD FD-I #1524 P 2008-11-12 2013-06-07
b 337.154SHS ARTISAN INTERNATIONAL FUND #661 P 2012-11-06 2013-11-21
c 2478.166SHS DAVIS NY VENTURE FD - Y #909 P 2007-01-12 2013-01-25
d 653.595SHS DELAWARE POOLED TR INTL EQUITY #31 P 2007-01-12 2013-11-21
e 1526.252SHS DIAMOND HILL LONG-SHORT FD CL I #11 P 2010-12-29 2013-09-09
2685.079SHS GATEWAY FUND - Y #1986 P 2010-12-29 2013-09-27
356.075SHS HARBOR INTERNATION FD INST #2011 P 2007-01-12 2013-11-21
63SHS ISHARES RUSSELL 2000 GROWTH ETF P 2010-12-29 2013-11-25
1079.137SHS IVYASSET STRATEGY FUND CLASS I #473 P 2010-12-29 2013-06-07
487.646SHS IVYASSET STRATEGY FUND CLASS I #473 P 2010-12-29 2013-11-21
6885.734SHS PIMCO COMMODITY REAL RET STRAT-I#45 P 2009-11-12 2013-09-06
4681.016SHS PIMCO TOTAL RET FD-INST #35 P 2008-11-12 2013-06-07
343.938SHS ROYCE PREMIER FUND W CLASS #566 P 2011-02-17 2013-11-21
82.277SHS T ROWE PRICE BLUE CHIP GRWTH #93 P 2007-08-17 2013-11-21
30.307SHS VANGUARD INSTL INDEX FD #94 P 2007-01-12 2013-11-22
5716.379SHS ABERDEEN TOTAL RETURN BD FD-I #1524 P 2008-11-12 2013-06-07
169.549SHS ARTISAN INTERNATIONAL FUND #661 P 2012-11-06 2013-11-22
1929.619SHS DAVIS NY VENTURE FD - Y #909 P 2007-01-12 2013-01-25
325.521SHS DELAWARE POOLED TR INTL EQUITY #31 P 2007-01-12 2013-11-22
610.501SHS DIAMOND HILL LONG-SHORT FD CL I #11 P 2010-12-29 2013-09-09
1917.913SHS GATEWAY FUND - Y #1986 P 2010-12-29 2013-09-27
141.965SHS HARBOR INTERNATION FD INST #2011 P 2007-01-12 2013-11-22
323.939SHS IVYASSET STRATEGY FUND CLASS I #473 P 2010-12-29 2013-11-22
151.653SHS MFS VALUE FUND-CLASS I #893 P 2013-01-24 2013-11-21
4999.114SHS PIMCO COMMODITY REAL RET STRAT-I#45 P 2008-12-22 2013-09-06
1404.494SHS PIMCO FOREIGN BD FD USD H-INST #103 P 2010-12-29 2013-06-07
6854.472SHS PIMCO TOTAL RET FD-INST #35 P 2008-11-12 2013-06-07
411.387SHS T ROWE PRICE BLUE CHIP GRWTH #93 P 2007-08-17 2013-11-21
152.207SHS T ROWE PRICE EQUITY INCOME #71 P 2013-01-24 2013-11-21
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 62,165   57,536 4,629
b 10,000   8,021 1,979
c 92,460   96,772 -4,312
d 10,000   15,209 -5,209
e 32,357   25,000 7,357
75,880   70,000 5,880
25,000   21,966 3,034
8,030   5,039 2,991
30,000   26,471 3,529
15,000   11,962 3,038
39,042   55,000 -15,958
51,725   48,823 2,902
8,000   7,553 447
5,000   3,108 1,892
5,000   3,964 1,036
76,771   71,055 5,716
5,000   4,034 966
71,994   75,352 -3,358
5,000   7,575 -2,575
12,943   10,000 2,943
54,200   50,000 4,200
10,000   8,758 1,242
10,000   7,946 2,054
5,000   4,102 898
28,345   40,000 -11,655
15,000   14,593 407
75,742   71,492 4,250
25,000   15,542 9,458
5,000   4,233 767
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       4,629
b       1,979
c       -4,312
d       -5,209
e       7,357
      5,880
      3,034
      2,991
      3,529
      3,038
      -15,958
      2,902
      447
      1,892
      1,036
      5,716
      966
      -3,358
      -2,575
      2,943
      4,200
      1,242
      2,054
      898
      -11,655
      407
      4,250
      9,458
      767
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 28,548
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2012 118,720 2,773,387 0.042807
2011 127,845 2,713,233 0.047119
2010 128,415 2,640,187 0.048639
2009 136,595 2,348,312 0.058167
2008 217,580 2,785,123 0.078122
2 Total of line 1, column (d) ...................... 2 0.274854
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.054971
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 2,928,907
5 Multiply line 4 by line 3....................... 5 161,005
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 806
7 Add lines 5 and 6......................... 7 161,811
8 Enter qualifying distributions from Part XII, line 4.............. 8 97,895
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2013)
Form 990-PF (2013)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 1,612
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2............................ 3 1,612
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,612
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 1,280
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,280
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 332
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletVA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2013 or the taxable year beginning in 2013 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletJAMIE S MORINI Telephone no.bullet (804) 733-2011
    Located atbullet146 N SYCAMORE STREETPETERSBURGVA ZIP+4bullet238030146
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2013, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the
    foreign country bullet  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2013?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?.........................
    b
    If "Yes," did it have excess business holdings in 2013 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2013.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2013?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
    No
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?........................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    ERICK F YARCHIN JR VICE PRESIDENT
    0.50     		0 0 0
    105 NORWOOD DR
    COLONIAL HEIGHTS,VA23834
    BETTY J FORBES TREASURER
    0.50     		0 0 0
    301 RIVERS BEND CIRCLE
    CHESTER,VA23836
    MARK H STEVENS DIRECTOR
    0.50     		0 0 0
    1860 WESTOVER AVE
    PETERSBURG,VA23805
    EMILY WALKER DIRECTOR
    0.25     		0 0 0
    200 SWIFT CREEK LANE
    COLONIAL HEIGHTS,VA23834
    BRYAN CARPER DIRECTOR
    0.10     		0 0 0
    306 WINSTON AVENUE
    COLONIAL HEIGHTS,VA23834
    WILLIAM H TALLEY IV DIRECTOR
    0.10     		0 0 0
    PO BOX 751
    PETERSBURG,VA23805
    HENRY S BRIGSTOCK JR PRESIDENT
    0.25     		0 0 0
    PO BOX 751
    PETERSBURG,VA23805
    CAROL MORGAN DIRECTOR
    0.10     		0 0 0
    20414 COX ROAD
    SUTHERLAND,VA23885
    WILLIAM O RINKER DIRECTOR
    0.10     		0 0 0
    733 NORTHHAMPTON ROAD
    PETERSBURG,VA23805
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 GRANTS TO OTHER CHARITABLE ORGANIZATIONS 48,500
    2 SCHOLARSHIPS TO COLLEGE STUDENTS 39,902
    3  
    4  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    146,445
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    1,612
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,612
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    144,833
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    144,833
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    144,833
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
     
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
     
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2012     		(c)
    2012     		(d)
    2013
    1 Distributable amount for 2013 from Part XI, line 7 144,833
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2013:
    a From 2008....... 80,634
    b From 2009....... 20,262
    c From 2010.......  
    d From 2011.......  
    e From 2012.......  
    fTotal of lines 3a through e......... 100,896
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 97,895
    a Applied to 2012, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		0
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		0
    d Applied to 2013 distributable amount..... 97,895
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2013. 46,938 46,938
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 53,958
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		0
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...     		33,696
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		20,262
    10 Analysis of line 9:
    a Excess from 2009.... 20,262
    b Excess from 2010....  
    c Excess from 2011....  
    d Excess from 2012....  
    e Excess from 2013....  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2013, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2013 (b) 2012 (c) 2011 (d) 2010
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    JAMIE S MORINI
    PO BOX 1688
    PETERSBURG,VA238051688
    (804) 733-2011
    JMORINI@WHTS.COM
    bThe form in which applications should be submitted and information and materials they should include:
    HOME'S SCHOLARSHIP FORM
    cAny submission deadlines:
    JULY AND FEBRUARY
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    LIMITED TO RESIDENTS OF SOUTHSIDE VIRGINIA
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    PREGNANCY SUPPORT CENTER OF THE TRI-CITIES
    700 S SYCAMORE ST SUITE 12
    PETERSBURG,VA23803     		NONE   CHARITABLE GRANTS 5,000
    JACKSON-FIELD HOMES
    546 WALNUT GROVE DR
    JARRATT,VA23867     		NONE   CHARITABLE GRANTS 3,500
    JORDAN WEST
    3119 TALLEYWOOD LN
    CHESTER,VA23831     		NONE   EDUCATIONAL SCHOLARSHIPS 2,500
    CARES INC
    PO BOX 1142
    PETERSBURG,VA23804     		NONE   CHARITABLE GRANTS 2,500
    FELLOWSHIP OF CHRISTIAN ATHLETES
    320 NEWCASTLE DR
    COLONIAL HEIGHTS,VA23834     		NONE   CHARITABLE GRANTS 2,500
    REBUILDING TOGETHER TRI-CITIES
    PO BOX 1005
    PETERSBURG,VA23804     		NONE   CHARITABLE GRANTS 2,500
    ST JOSEPH'S VILLA
    8000 BROOK RD
    RICHMOND,VA23227     		NONE   CHARITABLE GRANTS 2,500
    KELLEY BAIRD
    3200 LONGHORN DR
    COLONIAL HEIGHTS,VA23834     		NONE   EDUCATIONAL SCHOLARSHIPS 2,000
    CARLOS NOYES
    220 RUFFIN MILL RD
    COLONIAL HEIGHTS,VA23834     		NONE   EDUCATIONAL SCHOLARSHIPS 2,000
    ABYGAIL STAPLES
    25907 SMITH GROVE RD
    PETERSBURG,VA23803     		NONE   EDUCATIONAL SCHOLARSHIPS 1,750
    SERENA BLALOCK
    152 ROANOKE AVE
    COLONIAL HEIGHTS,VA23834     		NONE   EDUCATIONAL SCHOLARSHIPS 1,500
    BRITTANY BLANKENSHIP
    1354 RIVEROAKS DR
    COLONIAL HEIGHTS,VA23834     		NONE   EDUCATIONAL SCHOLARSHIPS 1,500
    HALEY GOTTSHALL
    1201 PLEASANT DALE AVE
    COLONIAL HEIGHTS,VA23834     		NONE   EDUCATIONAL SCHOLARSHIPS 1,500
    ALEXANDER HARTMAN
    4101 SOUTH CRESTHILL CT
    CHESTER,VA23831     		NONE   EDUCATIONAL SCHOLARSHIPS 1,500
    KAYLA HILL
    11909 CHADWICK LN
    PETERSBURG,VA23805     		NONE   EDUCATIONAL SCHOLARSHIPS 1,500
    HOLLY HOWERTON
    25111 CUTBANK RD
    MCKENNEY,VA23872     		NONE   EDUCATIONAL SCHOLARSHIPS 1,500
    LUKE JOHNSON
    34 NORFOLK ST
    FREDERICKSBURG,VA22406     		NONE   EDUCATIONAL SCHOLARSHIPS 1,500
    THOMAS LESTER
    1536 MOUNT PLEASANT DR
    COLONIAL HEIGHTS,VA23834     		NONE   EDUCATIONAL SCHOLARSHIPS 1,500
    ASHLEY NAPIER
    1317 ELMWOOD DR
    COLONIAL HEIGHTS,VA23834     		NONE   EDUCATIONAL SCHOLARSHIPS 1,500
    KARA NUNNALLY
    18606 STONEWALL DR
    DINWIDDIE,VA23841     		NONE   EDUCATIONAL SCHOLARSHIPS 1,500
    SARAH PARSONS
    4810 TAHOE CT
    GLEN ALLEN,VA23060     		NONE   EDUCATIONAL SCHOLARSHIPS 1,500
    GABRIELLE SPAIN
    4317 MCILWAINE DR
    PETERSBURG,VA23803     		NONE   EDUCATIONAL SCHOLARSHIPS 1,500
    MICHAEL WHITLEY
    3310 ST CHARLES ST
    HOPEWELL,VA23860     		NONE   EDUCATIONAL SCHOLARSHIPS 1,500
    TAYLOR MOORE
    20113 OAK RIVER CT
    PETERSBURG,VA23803     		NONE   EDUCATIONAL SCHOLARSHIPS 1,000
    EMILIE SOVOCOOL
    306 WASHINGTON AVE
    COLONIAL HEIGHTS,VA23834     		NONE   EDUCATIONAL SCHOLARSHIPS 1,000
    JORDAN ADAMS
    2091 EXETER MILL RD
    CHURCH ROAD,VA23833     		NONE   EDUCATIONAL SCHOLARSHIPS 750
    BRANSON ANDREWS
    20715 LITTLE RD
    MATOACA,VA23803     		NONE   EDUCATIONAL SCHOLARSHIPS 750
    RACHEL BAREFOOT
    2200 HUNTINGTON RD
    COLONIAL HEIGHTS,VA23834     		NONE   EDUCATIONAL SCHOLARSHIPS 750
    KATIE CHRISTOPHER
    19920 ROWANTY RD
    CARSON,VA23830     		NONE   EDUCATIONAL SCHOLARSHIPS 750
    LINDSAY CLAY
    6001 WOODPECKER RD
    CHESTERFIELD,VA23838     		NONE   EDUCATIONAL SCHOLARSHIPS 750
    JONATHAN COLB
    207 BROOKE CT
    COLONIAL HEIGHTS,VA23834     		NONE   EDUCATIONAL SCHOLARSHIPS 750
    ERIC GILLILAND
    3715 JACKIE DR
    PETERSBURG,VA23803     		NONE   EDUCATIONAL SCHOLARSHIPS 750
    BRETT LONG
    5000 MIDWAY DR
    SUTHERLAND,VA23885     		NONE   EDUCATIONAL SCHOLARSHIPS 750
    KAITLYN MORGAN
    1023 FORESTVIEW DR
    COLONIAL HEIGHTS,VA23834     		NONE   EDUCATIONAL SCHOLARSHIPS 750
    SPENCER MOSELEY
    1306 RIVER OAKS DR
    COLONIAL HEIGHTS,VA23834     		NONE   EDUCATIONAL SCHOLARSHIPS 750
    CHAD NEWTON
    14501 SKYBIRD RD
    CHESTERFIELD,VA23838     		NONE   EDUCATIONAL SCHOLARSHIPS 750
    STACEY SADLER
    2212 BUTLER BRANCH RD
    PETERSBURG,VA23805     		NONE   EDUCATIONAL SCHOLARSHIPS 750
    HOLLY WATKINS
    3407 MARMORA DR
    SUTHERLAND,VA23885     		NONE   EDUCATIONAL SCHOLARSHIPS 750
    ANDREW BREIDENBACH
    1243 DANA LN
    COLONIAL HEIGHTS,VA23834     		NONE   EDUCATIONAL SCHOLARSHIPS 402
    SOUTHSIDE VIRGINIA EMERGENCY CREW
    PO BOX 574
    PETERSBURG,VA23804     		NONE   CHARITABLE GRANTS 7,500
    TRI-CITIES HABITAT FOR HUMANITY
    PO BOX 3707
    PETERSBURG,VA23804     		NONE   CHARITABLE GRANTS 6,500
    TRI-CITIES WORKCAMPS INC
    PO BOX 1761
    PETERSBURG,VA23804     		NONE   CHARITABLE GRANTS 6,000
    HEART OF VIRGINIA COUNCIL BOY SCOUTS OF AMERICA
    PO BOX 751
    PETERSBURG,VA23804     		NONE   CHARITABLE GRANTS 5,000
    PETERSBURG FAMILY YMCA
    120 N MADISON STREET
    PETERSBURG,VA23803     		NONE   CHARITABLE GRANT 5,000
    Total .................................bullet 3a 88,402
    bApproved for future payment
    JONATHAN COLB
    207 BROOKE CT
    COLONIAL HEIGHTS,VA23834     		NONE   EDUCATIONAL SCHOLARSHIPS 250
    JORDAN ADAMS
    2091 EXETER MILL RD
    CHURCH ROAD,VA23833     		NONE   EDUCATIONAL SCHOLARSHIPS 750
    RACHEL BAREFOOT
    2200 HUNTINGTON RD
    COLONIAL HEIGHTS,VA23834     		NONE   EDUCATIONAL SCHOLARSHIPS 750
    SERENA BLALOCK
    152 ROANOKE AVE
    COLONIAL HEIGHTS,VA23834     		NONE   EDUCATIONAL SCHOLARSHIPS 750
    BRITTANY BLANKENSHIP
    1354 RIVEROAKS DR
    COLONIAL HEIGHTS,VA23834     		NONE   EDUCATIONAL SCHOLARSHIPS 750
    HALEY GOTTSHALL
    1201 PLEASANT DALE AVE
    COLONIAL HEIGHTS,VA23834     		NONE   EDUCATIONAL SCHOLARSHIPS 750
    ALEXANDER HARTMAN
    4101 SOUTH CRESTHILL CT
    CHESTER,VA23831     		NONE   EDUCATIONAL SCHOLARSHIPS 750
    HOLLY HOWERTON
    25111 CUTBANK RD
    MCKENNEY,VA23872     		NONE   EDUCATIONAL SCHOLARSHIPS 750
    THOMAS LESTER
    1536 MOUNT PLEASANT DR
    COLONIAL HEIGHTS,VA23834     		NONE   EDUCATIONAL SCHOLARSHIPS 750
    KAITLYN MORGAN
    1023 FORESTVIEW DR
    COLONIAL HEIGHTS,VA23834     		NONE   EDUCATIONAL SCHOLARSHIPS 750
    ASHLEY NAPIER
    1317 ELMWOOD DR
    COLONIAL HEIGHTS,VA23834     		NONE   EDUCATIONAL SCHOLARSHIPS 750
    KARA NUNNALLY
    18606 STONEWALL DR
    DINWIDDIE,VA23841     		NONE   EDUCATIONAL SCHOLARSHIPS 750
    SARAH PARSONS
    4810 TAHOE CT
    GLEN ALLEN,VA23060     		NONE   EDUCATIONAL SCHOLARSHIPS 750
    GABRIELLE SPAIN
    4317 MCILWAINE DR
    PETERSBURG,VA23803     		NONE   EDUCATIONAL SCHOLARSHIPS 750
    HOLLY WATKINS
    3407 MARMORA DR
    SUTHERLAND,VA23885     		NONE   EDUCATIONAL SCHOLARSHIPS 750
    MICHAEL WHITLEY
    3310 ST CHARLES ST
    HOPEWELL,VA23860     		NONE   EDUCATIONAL SCHOLARSHIPS 750
    EMILIE SOVOCOOL
    306 WASHINGTON AVE
    COLONIAL HEIGHTS,VA23834     		NONE   EDUCATIONAL SCHOLARSHIPS 1,000
    ABYGAIL STAPLES
    25907 SMITH GROVE RD
    PETERSBURG,VA23803     		NONE   EDUCATIONAL SCHOLARSHIPS 1,000
    JORDAN WEST
    3119 TALLEYWOOD LN
    CHESTER,VA23831     		NONE   EDUCATIONAL SCHOLARSHIPS 1,000
    KATIE CHRISTOPHER
    19920 ROWANTY RD
    CARSON,VA23830     		NONE   EDUCATIONAL SCHOLARSHIPS 1,500
    MARK WILLIAMS
    2223 DANVILLE STR
    HOPEWELL,VA23860     		NONE   EDUCATIONAL SCHOLARSHIPS 2,000
    PETERSBURG MUSIC FESTIVAL
    PO BOX 248
    PETERSBURG,VA23804     		NONE   CHARITABLE GRANTS 2,500
    Total .................................bullet 3b 20,500
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		    14 6  
    4 Dividends and interest from securities....     14 60,863  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....     14 21,549  
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 28,548  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 110,966 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13110,966
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2013)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2013 AccountingFeesSchedule
    Name:
    PETERSBURG METHODIST HOME FOR GIRLS
    EIN: 54-0542500
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 4,575 0   4,575

    TY 2013 InvestmentsCorpBondsSchedule
    Name:
    PETERSBURG METHODIST HOME FOR GIRLS
    EIN: 54-0542500
    Name of Bond End of Year Book Value End of Year Fair Market Value
    FIXED INCOME - 5004680031 350,948 352,487
    FIXED INCOME - 5004680004 420,271 423,576

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    PETERSBURG METHODIST HOME FOR GIRLS
    EIN: 54-0542500
    Name of Stock End of Year Book Value End of Year Fair Market Value
    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

    TY 2013 OtherExpensesSchedule
    Name:
    PETERSBURG METHODIST HOME FOR GIRLS
    EIN: 54-0542500
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OFFICE EXPENSES 269 0   269
    BANK SERVICE CHARGES 24 0   24
    INSURANCE 750 0   750


    TY 2013 OtherIncomeSchedule2
    Name:
    PETERSBURG METHODIST HOME FOR GIRLS
    EIN: 54-0542500
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INCOME 21,549 21,549 21,549


    TY 2013 OtherProfessionalFeesSchedule
    Name:
    PETERSBURG METHODIST HOME FOR GIRLS
    EIN: 54-0542500
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 30,370 30,370   0


    TY 2013 TaxesSchedule
    Name:
    PETERSBURG METHODIST HOME FOR GIRLS
    EIN: 54-0542500
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAXES 275 0   275
    FEDERAL ESTIMATED TAXES 762 0   0