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.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2015
Open to Public Inspection
For calendar year 2015, or tax year beginning 01-01-2015 , and ending 12-31-2015
Name of foundation
HOPEWELL HOUSE FOR INDEPENDENT LIVING
 
Number and street (or P.O. box number if mail is not delivered to street address)5202 WINFIELD RD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
FAIRFAX, VA22030
A Employer identification number

11-3811184
B Telephone number (see instructions)

(703) 266-3730
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$3,695,098J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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) 481,000
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...      
5a Gross rents............ 87,990   87,990
b Net rental income or (loss) 85,284
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain......... 0
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 217,595 0 217,595
12 Total. Add lines 1 through 11........ 786,585 0 305,585
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 71,888 0 71,888 0
14 Other employee salaries and wages...... 239,885 0 239,885 0
15 Pension plans, employee benefits....... 5,470 0 5,470 0
16a Legal fees (attach schedule)......... Click to see attachment 14,580 0 14,580 0
b Accounting fees (attach schedule)....... Click to see attachment 40,330 0 40,330 0
c Other professional fees (attach schedule).... Click to see attachment 61,862 0 61,862 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 66,587 0 66,587 0
19 Depreciation (attach schedule) and depletion... Click to see attachment 111,788 0 111,788
20 Occupancy.............. 31,822 0 31,822 0
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 200,495 2,706 200,495 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 844,707 2,706 844,707 0
25 Contributions, gifts, grants paid....... 0 0
26 Total expenses and disbursements. Add lines 24 and 25 844,707 2,706 844,707 0
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -58,122
b Net investment income (if negative, enter -0-) 0
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2015)
Form 990-PF (2015)
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............. 5,381 7,240 7,240
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet6,430
Less: allowance for doubtful accounts bullet     6,430 6,430
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.......... 481 375 375
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
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 bullet4,238,143
Less: accumulated depreciation (attach schedule) bullet557,090 3,826,197 Click to see attachment3,681,053 3,681,053
15 Other assets (describe bullet) Click to see attachment17,600 Click to see attachment0 Click to see attachment0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,849,659 3,695,098 3,695,098
Liabilities 17 Accounts payable and accrued expenses.......... 100,424 33,447
18 Grants payable..................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons 1,604,815 Click to see attachment1,568,178
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment5,600 Click to see attachment12,775
23 Total liabilities (add lines 17 through 22)......... 1,710,839 1,614,400
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 2,138,820 2,080,698
25 Temporarily restricted...............    
26 Permanently restricted...............    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 2,138,820 2,080,698
31 Total liabilities and net assets/fund balances (see instructions). 3,849,659 3,695,098
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
2,138,820
2
Enter amount from Part I, line 27a .....................
2
-58,122
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
2,080,698
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
2,080,698
Form 990-PF (2015)
Form 990-PF (2015)
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.)
1a
b
c
d
e
(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
b
c
d
e
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
b
c
d
e
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  
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 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))
2014 0 25,788 0.000000
2013 0 34,827 0.000000
2012 0 17,708 0.000000
2011 0 50,021 0.000000
2010 0 0 0.000000
2
Total of line 1, column (d) .....................
20.000000
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
0.000000
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
8,150
5
Multiply line 4 by line 3......................
5
0
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
0
7
Add lines 5 and 6........................
7
0
8
Enter qualifying distributions from Part XII, line 4.............
8
0
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 (2015)
Form 990-PF (2015)
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 Bullet and enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 0
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 0
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 0
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a  
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 0
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 0
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 2015 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 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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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
     
    No
    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 2015 or the taxable year beginning in 2015 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
    Yes
     
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 addressbulletWWW.HOPEWELLHOUSE.ORG
    14
    The books are in care ofbulletTHE FOUNDATIONLINDA MARTIN Telephone no.bullet (703) 266-3730

    Located atbullet5202 WINFIELD ROADFAIRFAXVA ZIP+4bullet22030
    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 2015, 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 FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    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 instructions)? ........
    1b
     
    No
    ........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 2015?.............
    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 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    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 2015 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 2015.)..................
    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 2015?
    4b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (Continued)
    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 4945(d)(4)(A)? (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
     
     
    .........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 (2015)
    Form 990-PF (2015)
    Page 7
    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
    DELMAR LEWIS CHAIRMAN
    10.00     		0 0 0
    5290 WINFIELD ROAD
    FAIRFAX,VA22030
    KAREN LEWIS CEO
    40.00     		0 0 0
    5290 WINFIELD ROAD
    FAIRFAX,VA22030
    BRENDAN LEWIS TREASURER/SECRETARY
    2.00     		0 0 0
    5290 WINFIELD ROAD
    FAIRFAX,VA22030
    ROSANNE SCHLINE PRESIDENT
    40.00     		0 0 0
    5290 WINFIELD ROAD
    FAIRFAX,VA22030
    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
    DONALD L PULLEN PROPERTY MANAGER & GROUNDS MAINTENANCE 50,850
    21036 GREENWAY DR
    CULPEPER,VA22701
    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 PROVIDED SAFE, SECURE ENVIRONMENT FOR THE TREATMENT AND EDUCATION TO RESIDENTS, ADULTS WITH MENTAL ILLNESS. 174,612
    2  
    3  
    4  
    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 instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    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
    0
    b
    Average of monthly cash balances.......................
    1b
    8,274
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    8,274
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    8,274
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    124
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    8,150
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    408
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
     
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
     
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
     
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
     
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
     
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
     
    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
    0
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    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
    0
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    0
    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 (2015)
    Form 990-PF (2015)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2014     		(c)
    2014     		(d)
    2015
    1 Distributable amount for 2015 from Part XI, line 7  
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2015:
    a From 2010......  
    b From 2011......  
    c From 2012......  
    d From 2013......  
    e From 2014......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$  
    a Applied to 2014, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2015 distributable amount.....  
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2015.    
    (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  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    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......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2016. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		 
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8Excess distributions carryover from 2010 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2011....  
    b Excess from 2012....  
    c Excess from 2013....  
    d Excess from 2014....  
    e Excess from 2015....  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 10
    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 2015, 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) 2015 (b) 2014 (c) 2013 (d) 2012
    0 0 0 0 0
    b 85% of line 2a ......... 0 0 0 0 0
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		0 0 0 0 0
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		0 0 0 0 0
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		0 0 0 0 0
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ...... 4,245,277 4,371,675 4,148,222 3,842,179 16,607,353
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		 4,177,392 4,285,327 4,082,371 3,563,803 16,108,893
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		        0
    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) ....     		481,000 927,164 99,274 56,080 1,563,518
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		481,000 927,164 99,274 56,080 1,563,518
    (3) Largest amount of support
    from an exempt organization    		   0 0 0 0
    (4) Gross investment income   0 0 0 0
    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).)
    DELMAR LEWIS
    KAREN LEWIS
    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 email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 11
    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
    Total .................................bullet 3a 0
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 12
    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
    aRESIDENT FEES         214,000
    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    
    4 Dividends and interest from securities....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16 85,284  
    6
    Net rental income or (loss) from personal property     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory ............     		         
    9 Net income or (loss) from special events:     12    
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue:
    aFARM SALES     		110000 3,595      
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 3,595 85,284 214,000
    13Total. Add line 12, columns (b), (d), and (e)..................
    13302,879
    (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.)
    1A FEES RECEIVED FROM RECIPIENTS OF EXEMPT FUNCTION SERVICES
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 13
    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 organizations?
    Yes
    No
    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) 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 name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2015)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2015
    Name of the organization
    HOPEWELL HOUSE FOR INDEPENDENT LIVING
     
    Employer identification number

    11-3811184
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015) Page 2
    Name of organization
    HOPEWELL HOUSE FOR INDEPENDENT LIVING
          		Employer identification number
    11-3811184
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    MCLEAN MORTGAGE CORPORATION
     

       
    11325 RANDOM HILLS ROAD STE 4
     
    FAIRFAX, VA22030

    		$ 461,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Page 3
    Name of organization
    HOPEWELL HOUSE FOR INDEPENDENT LIVING
          		Employer identification number

    11-3811184
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Page 4
    Name of organization
    HOPEWELL HOUSE FOR INDEPENDENT LIVING
          		Employer identification number

    11-3811184
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No.from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2015 AccountingFeesSchedule
    Name:
    HOPEWELL HOUSE FOR INDEPENDENT LIVING
    EIN:
    11-3811184
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 40,330 0 40,330 0

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2015 DepreciationSchedule
    Name:
    HOPEWELL HOUSE FOR INDEPENDENT LIVING
    EIN:
    11-3811184
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    YAMAHA 4 WHEELER 2008-11-08 11,122 6,857 SL 10.000000000000 1,112 0 1,112  
    VA OUTDOOR POWER EQUIPMENT 2008-11-18 688 688 SL 5.000000000000 0 0 0  
    HORSE TRAILER 2008-12-23 5,850 5,016 SL 7.000000000000 834 0 834  
    TOOLS & HARDWARE 2008-12-31 9,997 9,997 SL 5.000000000000 0 0 0  
    LUMBER FOR FENCE MWP SUPPLY 2008-12-31 13,556 8,136 SL 10.000000000000 1,356 0 1,356  
    FENCING 2008-12-31 1,419 852 SL 10.000000000000 142 0 142  
    FENCING 2008-12-31 1,610 966 SL 10.000000000000 161 0 161  
    IMPROVEMENT - BLUE 2009-08-21 44,922 6,144 SL 39.000000000000 1,152 0 1,152  
    IMPROVEMENT - MAIN 2009-08-21 15,124 2,069 SL 39.000000000000 388 0 388  
    WATER HEATER - CARRIAGE HOUSE 2008-12-31 943 810 SL 7.000000000000 133 0 133  
    CLAIRSTON CONSTRUCTION 2008-03-31 25,559 4,422 SL 39.000000000000 655 0 655  
    COMPUTER 2008-07-07 1,584 1,584 SL 5.000000000000 0 0 0  
    OUTSIDE CONTRACTOR-FARM 2009-08-21 10,263 1,403 SL 39.000000000000 263 0 263  
    OUTSIDE CONTRACTOR-5300 MAIN 2009-08-21 51,142 9,920 SL 27.500000000000 1,860 0 1,860  
    LAND-5300 WINFIELD (MAIN HOUSE) 2009-08-21 254,691   L   0 0 0  
    BUILDING-5300 WINFIELD (MAIN HOUSE) 2009-08-21 382,036 74,670 SL 27.500000000000 13,892 0 13,892  
    LAND-5202 WINFIELD (BLUE HOUSE) 2009-08-21 212,242   L   0 0 0  
    BUILDING-5202 WINFIELD (BLUE HOUSE) 2009-08-21 318,364 62,226 SL 27.500000000000 11,577 0 11,577  
    LAND-5250 WINFIELD (CARRIAGE HOUSE) 2009-08-21 141,495   L   0 0 0  
    BUILDING-5250 WINFIELD (CARRIAGE HOUSE) 2009-08-21 212,242 41,484 SL 27.500000000000 7,718 0 7,718  
    OUTSIDE CONTRACTOR-5202 BLUE 2009-08-21 44,945 8,715 SL 27.500000000000 1,634 0 1,634  
    MATERIALS-FARM 2009-08-21 1,418 192 SL 39.000000000000 36 0 36  
    MATERIALS-5300 MAIN 2009-08-21 9,146 1,776 SL 27.500000000000 333 0 333  
    MATERIALS-5202 BLUE 2009-08-21 8,396 1,627 SL 27.500000000000 305 0 305  
    REPAIRS-5250 2009-08-21 7,705 1,493 SL 27.500000000000 280 0 280  
    REPAIRS-5300 MAIN 2009-08-21 6,014 1,168 SL 27.500000000000 219 0 219  
    REPAIRS-5202 BLUE 2009-08-21 5,983 1,163 SL 27.500000000000 218 0 218  
    REPAIRS-FARM 2009-08-21 6,629 1,285 SL 27.500000000000 241 0 241  
    HORSES - PEPE/EXCALIBER 2009-08-21 7,600   NC 0 % 0 0 0  
    BOBCAT 2009-10-23 31,800 16,430 SL 10.000000000000 3,180 0 3,180  
    IMPROVEMENTS - CARRIAGE 2009-10-01 56,157 10,721 SL 27.500000000000 2,042 0 2,042  
    IMPROVEMENTS - BLUE 2009-10-01 6,148 1,176 SL 27.500000000000 224 0 224  
    IMPROVEMENTS - FARM 2009-10-01 134,654 25,709 SL 27.500000000000 4,897 0 4,897  
    2005 CHEVY SILVERADO 2009-10-05 17,399 9,135 SL 10.000000000000 1,740 0 1,740  
    CLAIRSTON CONSTRUCTION -5290 WINFIELD RD 2010-02-02 1,296 162 SL 39.000000000000 33 0 33  
    CLAIRSTON CONSTRUCTION -5290 WINFIELD RD 2010-05-03 1,701 205 SL 39.000000000000 44 0 44  
    CLAIRSTON CONSTRUCTION -5290 WINFIELD RD 2010-05-03 42,466 5,082 SL 39.000000000000 1,089 0 1,089  
    SAND CREEK POST & BEAM WIRE -5290 WINFIELD RD 2010-05-20 13,073 1,536 SL 39.000000000000 335 0 335  
    SAND CREEK POST & BEAM WIRE -5290 WINFIELD RD 2010-06-22 4,000 463 SL 39.000000000000 103 0 103  
    CLAIRSTON CONSTRUCTION -5290 WINFIELD RD 2010-06-08 55,085 6,472 SL 39.000000000000 1,412 0 1,412  
    CLAIRSTON CONSTRUCTION -5290 WINFIELD RD 2010-07-02 54,631 6,304 SL 39.000000000000 1,401 0 1,401  
    CLAIRSTON CONSTRUCTION -5290 WINFIELD RD 2010-09-10 82,185 9,130 SL 39.000000000000 2,107 0 2,107  
    CLAIRSTON CONSTRUCTION -5290 WINFIELD RD 2010-09-21 26,688 2,907 SL 39.000000000000 684 0 684  
    CLAIRSTON CONSTRUCTION -5290 WINFIELD RD 2010-11-16 46,256 4,843 SL 39.000000000000 1,186 0 1,186  
    IMPROVEMENTS- CUSTOM FENCE 2010-02-02 11,280 1,421 SL 39.000000000000 289 0 289  
    IMPROVEMENTS - VA WATER FILTRATION SYSTEM 2010-02-02 6,557 826 SL 39.000000000000 168 0 168  
    IMPROVEMENTS - CUSTOM FENCE 2010-03-05 20,000 2,479 SL 39.000000000000 513 0 513  
    IMPROVEMENTS - SAND CREEK POST & BEAM WIRE 2010-03-05 19,387 2,402 SL 39.000000000000 497 0 497  
    IMPROVEMENTS - VA WATER FILTRATION SYSTEM 2010-07-06 125 14 SL 39.000000000000 3 0 3  
    IMPROVEMENTS - VA WATER FILTRATION SYSTEM 2010-07-12 125 14 SL 39.000000000000 3 0 3  
    BOBCAT OF VA 2010-04-29 860 803 SL 5.000000000000 57 0 57  
    USED PAIR OF FORKS FOR BOBCAT 2010-07-30 600 530 SL 5.000000000000 70 0 70  
    KOHLER POWER GENERATOR FOR THE NEW BARN 2010-09-23 12,155 10,332 SL 5.000000000000 1,823 0 1,823  
    CLAIRSTON CONSTRUCTION -5290 WINFIELD RD 2010-12-07 26,293 2,752 SL 39.000000000000 674 0 674  
    1 GATE OPERATOR - 5290 NEW OFFICE BARN 2010-09-23 3,850 2,338 SL 7.000000000000 550 0 550  
    1 GATE OPERATOR - 5202 BLUE HOUSE 2010-09-23 3,850 2,338 SL 7.000000000000 550 0 550  
    3 BARN STALL FANS 2010-09-25 1,046 633 SL 7.000000000000 125 0 125  
    CRYSTAL CLEAR WATER REPAIRS 2011-05-11 3,900 521 SL 27.500000000000 142 0 142  
    CRYSTAL CLEAR WATER REPAIRS 2011-05-11 3,900 521 SL 27.500000000000 142 0 142  
    BLUE HOUSE REPAIRS - BOYD 2011-10-31 3,500 402 SL 27.500000000000 127 0 127  
    COMPUTERS 2011-10-31 1,717 1,086 SL 5.000000000000 343 0 343  
    CRYSTAL CLEAR WATER REPAIRS - 5250 2011-05-11 3,900 521 SL 27.500000000000 142 0 142  
    ROOF REPAIRS - 5250 2011-10-31 8,166 940 SL 27.500000000000 297 0 297  
    WINDOWS - 5250 2011-10-31 3,450 1,093 SL 10.000000000000 345 0 345  
    SECURITY GATE 2011-10-31 60,613 6,979 SL 27.500000000000 2,204 0 2,204  
    REPAIRS - RED BARN 2011-10-31 3,500 402 SL 27.500000000000 127 0 127  
    GENERATOR 2011-02-07 3,926 1,539 SL 10.000000000000 327 0 327  
    CLAIRSTONE CONSTRUCTION 2011-05-06 8,512 3,120 SL 10.000000000000 851 0 851  
    SNAPPER 2011-06-27 4,000 1,999 SL 7.000000000000 571 0 571  
    CLOSET - 5360 WINFIELD ROAD 2010-08-31 1,092 121 SL 39.000000000000 28 0 28  
    CLOSET - 5360 WINFIELD ROAD 2010-09-10 1,504 169 SL 39.000000000000 39 0 39  
    BUILDING - 5360 WINFIELD ROAD 2010-06-15 208,563 24,512 SL 39.000000000000 5,348 0 5,348  
    LAND - 5360 WINFIELD ROAD 2010-06-15 632,980   L   0 0 0  
    CRYSTAL CLEAR WATER REPAIRS - 5360 2011-05-11 3,900 521 SL 27.500000000000 142 0 142  
    REPAIRS - 5360 2011-10-31 12,780 1,472 SL 27.500000000000 465 0 465  
    WASHER & DRYER - POND HOUSE 2008-12-31 1,590 1,362 SL 7.000000000000 228 0 228  
    DISHWASHER - POND HOUSE 2008-06-16 920 852 SL 7.000000000000 68 0 68  
    DISHWASHER - POND HOUSE 2008-12-31 920 786 SL 7.000000000000 131 0 131  
    IMPROVEMENT - POND HOUSE 2009-08-31 6,637 1,191 SL 27.500000000000 241 0 241  
    OUTSIDE CONTRACTOR-5350 2009-08-21 100,068 19,408 SL 27.500000000000 3,639 0 3,639  
    LAND - 5350 WINFIELD (POND HOUSE) 2009-08-21 198,093   L   0 0 0  
    BUILDING - 5350 WINFIELD (POND HOUSE) 2009-08-21 297,139 58,077 SL 27.500000000000 10,805 0 10,805  
    MATERIALS - 5350 2009-08-21 18,242 3,564 SL 27.500000000000 663 0 663  
    REPAIRS - 5350 2009-08-21 2,630 512 SL 27.500000000000 96 0 96  
    CRYSTAL CLEAR WATER REPAIRS - 5350 2011-05-11 3,900 521 SL 27.500000000000 142 0 142  
    COOLING SYSTEM - 5350 2011-10-31 5,980 687 SL 27.500000000000 217 0 217  
    GOLF CART 2012-03-30 4,000 2,200 SL 5.000000000000 800 0 800  
    CROSS CUT SHREDDER 2013-04-10 1,207 422 SL 5.000000000000 241 0 241  
    LAWN MOWER 2013-05-24 6,499 2,058 SL 5.000000000000 758 0 758  
    MATTRESS 2013-09-01 830 221 SL 5.000000000000 166 0 166  
    IMPROVEMENT - 5250 CARRIAGE HOUSE WATER HEATER 2013-01-18 1,048 287 SL 7.000000000000 150 0 150  
    IMPROVEMENT - 5360 CAMPBELL 2013-09-02 528 25 SL 27.500000000000 19 0 19  
    IMPROVEMENT - 5360 CAMPBELL 2013-09-05 5,727 277 SL 27.500000000000 208 0 208  
    IMPROVEMENT - 5360 CAMPBELL DECK REPAIR AND GRADING WORK 2013-12-23 2,045 74 SL 27.500000000000 74 0 74  
    IMPROVEMENT - 5360 CAMPBELL HAND RAIL 2013-12-27 2,371 86 SL 27.500000000000 86 0 86  
    IMPROVEMENT - 5202 BLUE 2013-05-31 5,708 329 SL 27.500000000000 208 0 208  
    IMPROVEMENT - SITE 2013-03-15 6,620 442 SL 27.500000000000 241 0 241  
    IMPROVEMENT - SITE 2013-06-05 4,000 230 SL 27.500000000000 145 0 145  
    GREENHOUSE COSTS 2013-12-23 65,851   SL 39.000000000000 1,688 0 1,688  
    2006 TOWN COUNTRY CHRYSLER MINIVAN 2013-06-29 7,544 2,263 SL 5.000000000000 1,509 0 1,509  
    WATER HEATER - MAIN HOUSE 2013-02-04 894 245 SL 7.000000000000 128 0 128  
    WIRING - RED AND BROWN BARN 2013-04-10 1,902 86 SL 39.000000000000 49 0 49  
    STORMWATER MANAGEMENT SYSTEM - FARM 2013-04-10 4,105 184 SL 39.000000000000 105 0 105  
    FURNACE - 5202 BLUE 2013-01-03 2,100 152 SL 27.500000000000 76 0 76  
    BOBCAT T300 SKID STEER LOADER 2014-07-28 25,555 2,130 SL 5.000000000000 3,833 0 3,833  
    FARM - IMPROVEMENTS CHICKEN COUP 2014-02-02 837 77 SL 10.000000000000 84 0 84  
    FARM - IMPROVEMENTS MICROGREEN 2014-05-21 3,488 203 SL 10.000000000000 349 0 349  
    IMPROVEMENTS - 5350 POND HOUSE ROOF 2014-12-16 8,720   SL 27.500000000000 317 0 317  
    IMPROVEMENTS - 5250 CARRIAGE WINDOWS 2014-04-02 35,830 977 SL 27.500000000000 1,303 0 1,303  
    IMPROVEMENTS - 5360 CAMPBELL DECK STABILIZATION 2014-02-14 1,689 56 SL 27.500000000000 61 0 61  
    IMPROVEMENTS - 5202 BLUE HOUSE FLOOR 2014-05-12 1,365 33 SL 27.500000000000 50 0 50  
    IMPROVEMENTS - 5300 MAIN HOUSE HEATING OIL TANK 2014-06-20 6,800 124 SL 27.500000000000 247 0 247  
    DECK - 5202 BLUE 2015-09-08 2,263   SL 27.500000000000 27 0 27  
    OUTDOOR LIGHTS - 5202 BLUE 2015-09-14 650   SL 5.000000000000 43 0 43  
    HEAT REGISTERS - 5202 BLUE 2015-09-14 2,200   SL 7.000000000000 105 0 105  
    HEATING AND AC - 5202 BLUE 2015-11-06 7,877   SL 7.000000000000 188 0 188  
    WATER PUMP - 5202 BLUE 2015-07-15 2,000   SL 7.000000000000 143 0 143  
    ELECTRITY IMPROVEMENTS 2015-03-23 1,630   SL 7.000000000000 175 0 175  
    ROAD IMPROVEMENTS 2015-12-03 11,309   SL 27.500000000000 34 0 34  

    TY 2015 LandEtcSchedule2
    Name:
    HOPEWELL HOUSE FOR INDEPENDENT LIVING
    EIN:
    11-3811184
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    LUMBER FOR FENCE MWP SUPPLY 13,556 9,492 4,064  
    FENCING 1,419 994 425  
    FENCING 1,610 1,127 483  
    IMPROVEMENT - BLUE 44,922 7,296 37,626  
    IMPROVEMENT - MAIN 15,124 2,457 12,667  
    WATER HEATER - CARRIAGE HOUSE 943 943 0  
    CLAIRSTON CONSTRUCTION 25,559 5,077 20,482  
    COMPUTER 1,584 1,584 0  
    OUTSIDE CONTRACTOR-FARM 10,263 1,666 8,597  
    OUTSIDE CONTRACTOR-5300 MAIN 51,142 11,780 39,362  
    LAND-5300 WINFIELD (MAIN HOUSE) 254,691 0 254,691  
    BUILDING-5300 WINFIELD (MAIN HOUSE) 382,036 88,562 293,474  
    LAND-5202 WINFIELD (BLUE HOUSE) 212,242 0 212,242  
    BUILDING-5202 WINFIELD (BLUE HOUSE) 318,364 73,803 244,561  
    LAND-5250 WINFIELD (CARRIAGE HOUSE) 141,495 0 141,495  
    BUILDING-5250 WINFIELD (CARRIAGE HOUSE) 212,242 49,202 163,040  
    OUTSIDE CONTRACTOR-5202 BLUE 44,945 10,349 34,596  
    MATERIALS-FARM 1,418 228 1,190  
    MATERIALS-5300 MAIN 9,146 2,109 7,037  
    MATERIALS-5202 BLUE 8,396 1,932 6,464  
    REPAIRS-5250 7,705 1,773 5,932  
    REPAIRS-5300 MAIN 6,014 1,387 4,627  
    REPAIRS-5202 BLUE 5,983 1,381 4,602  
    REPAIRS-FARM 6,629 1,526 5,103  
    IMPROVEMENTS - CARRIAGE 56,157 12,763 43,394  
    IMPROVEMENTS - BLUE 6,148 1,400 4,748  
    IMPROVEMENTS - FARM 134,654 30,606 104,048  
    CLAIRSTON CONSTRUCTION -5290 WINFIELD RD 1,296 195 1,101  
    CLAIRSTON CONSTRUCTION -5290 WINFIELD RD 1,701 249 1,452  
    CLAIRSTON CONSTRUCTION -5290 WINFIELD RD 42,466 6,171 36,295  
    SAND CREEK POST & BEAM WIRE -5290 WINFIELD RD 13,073 1,871 11,202  
    SAND CREEK POST & BEAM WIRE -5290 WINFIELD RD 4,000 566 3,434  
    CLAIRSTON CONSTRUCTION -5290 WINFIELD RD 55,085 7,884 47,201  
    CLAIRSTON CONSTRUCTION -5290 WINFIELD RD 54,631 7,705 46,926  
    CLAIRSTON CONSTRUCTION -5290 WINFIELD RD 82,185 11,237 70,948  
    CLAIRSTON CONSTRUCTION -5290 WINFIELD RD 26,688 3,591 23,097  
    CLAIRSTON CONSTRUCTION -5290 WINFIELD RD 46,256 6,029 40,227  
    IMPROVEMENTS- CUSTOM FENCE 11,280 1,710 9,570  
    IMPROVEMENTS - VA WATER FILTRATION SYSTEM 6,557 994 5,563  
    IMPROVEMENTS - CUSTOM FENCE 20,000 2,992 17,008  
    IMPROVEMENTS - SAND CREEK POST & BEAM WIRE 19,387 2,899 16,488  
    IMPROVEMENTS - VA WATER FILTRATION SYSTEM 125 17 108  
    IMPROVEMENTS - VA WATER FILTRATION SYSTEM 125 17 108  
    CLAIRSTON CONSTRUCTION -5290 WINFIELD RD 26,293 3,426 22,867  
    1 GATE OPERATOR - 5290 NEW OFFICE BARN 3,850 2,888 962  
    1 GATE OPERATOR - 5202 BLUE HOUSE 3,850 2,888 962  
    CRYSTAL CLEAR WATER REPAIRS 3,900 663 3,237  
    CRYSTAL CLEAR WATER REPAIRS 3,900 663 3,237  
    BLUE HOUSE REPAIRS - BOYD 3,500 529 2,971  
    COMPUTERS 1,717 1,429 288  
    CRYSTAL CLEAR WATER REPAIRS - 5250 3,900 663 3,237  
    ROOF REPAIRS - 5250 8,166 1,237 6,929  
    WINDOWS - 5250 3,450 1,438 2,012  
    SECURITY GATE 60,613 9,183 51,430  
    REPAIRS - RED BARN 3,500 529 2,971  
    CLAIRSTONE CONSTRUCTION 8,512 3,971 4,541  
    CLOSET - 5360 WINFIELD ROAD 1,092 149 943  
    CLOSET - 5360 WINFIELD ROAD 1,504 208 1,296  
    BUILDING - 5360 WINFIELD ROAD 208,563 29,860 178,703  
    LAND - 5360 WINFIELD ROAD 632,980 0 632,980  
    CRYSTAL CLEAR WATER REPAIRS - 5360 3,900 663 3,237  
    REPAIRS - 5360 12,780 1,937 10,843  
    WASHER & DRYER - POND HOUSE 1,590 1,590 0  
    DISHWASHER - POND HOUSE 920 920 0  
    DISHWASHER - POND HOUSE 920 917 3  
    IMPROVEMENT - POND HOUSE 6,637 1,432 5,205  
    OUTSIDE CONTRACTOR-5350 100,068 23,047 77,021  
    LAND - 5350 WINFIELD (POND HOUSE) 198,093 0 198,093  
    BUILDING - 5350 WINFIELD (POND HOUSE) 297,139 68,882 228,257  
    MATERIALS - 5350 18,242 4,227 14,015  
    REPAIRS - 5350 2,630 608 2,022  
    CRYSTAL CLEAR WATER REPAIRS - 5350 3,900 663 3,237  
    COOLING SYSTEM - 5350 5,980 904 5,076  
    GOLF CART 4,000 3,000 1,000  
    CROSS CUT SHREDDER 1,207 663 544  
    MATTRESS 830 387 443  
    IMPROVEMENT - 5250 CARRIAGE HOUSE WATER HEATER 1,048 437 611  
    IMPROVEMENT - 5360 CAMPBELL 528 44 484  
    IMPROVEMENT - 5360 CAMPBELL 5,727 485 5,242  
    IMPROVEMENT - 5360 CAMPBELL DECK REPAIR AND GRADING WORK 2,045 148 1,897  
    IMPROVEMENT - 5360 CAMPBELL HAND RAIL 2,371 172 2,199  
    IMPROVEMENT - 5202 BLUE 5,708 537 5,171  
    IMPROVEMENT - SITE 6,620 683 5,937  
    IMPROVEMENT - SITE 4,000 375 3,625  
    GREENHOUSE COSTS 65,851 1,688 64,163  
    2006 TOWN COUNTRY CHRYSLER MINIVAN 7,544 3,772 3,772  
    WATER HEATER - MAIN HOUSE 894 373 521  
    WIRING - RED AND BROWN BARN 1,902 135 1,767  
    STORMWATER MANAGEMENT SYSTEM - FARM 4,105 289 3,816  
    FURNACE - 5202 BLUE 2,100 228 1,872  
    FARM - IMPROVEMENTS CHICKEN COUP 837 161 676  
    FARM - IMPROVEMENTS MICROGREEN 3,488 552 2,936  
    IMPROVEMENTS - 5350 POND HOUSE ROOF 8,720 317 8,403  
    IMPROVEMENTS - 5250 CARRIAGE WINDOWS 35,830 2,280 33,550  
    IMPROVEMENTS - 5360 CAMPBELL DECK STABILIZATION 1,689 117 1,572  
    IMPROVEMENTS - 5202 BLUE HOUSE FLOOR 1,365 83 1,282  
    IMPROVEMENTS - 5300 MAIN HOUSE HEATING OIL TANK 6,800 371 6,429  
    DECK - 5202 BLUE 2,263 27 2,236  
    OUTDOOR LIGHTS - 5202 BLUE 650 43 607  
    HEAT REGISTERS - 5202 BLUE 2,200 105 2,095  
    HEATING AND AC - 5202 BLUE 7,877 188 7,689  
    WATER PUMP - 5202 BLUE 2,000 143 1,857  
    ELECTRITY IMPROVEMENTS 1,630 175 1,455  
    ROAD IMPROVEMENTS 11,309 34 11,275  


    TY 2015 LegalFeesSchedule
    Name:
    HOPEWELL HOUSE FOR INDEPENDENT LIVING
    EIN:
    11-3811184
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL 14,580 0 14,580 0


    TY 2015 LoansFromOfficersSchedule
    Name:
    HOPEWELL HOUSE FOR INDEPENDENT LIVING
    EIN:
    11-3811184

    Item No. 1
    Lender's Name DELMAR LEWIS
    Lender's Title CHAIRMAN
    Original Amount of Loan 675145
    Balance Due  
    Date of Note 2008-01
    Maturity Date  
    Repayment Terms NONE NOTED
    Interest Rate 0.000000000000
    Security Provided by Borrower UNSECURED
    Purpose of Loan PURCHASE OF BUILDINGS AND WORKING CAPITAL
    Description of Lender Consideration NONE NOTED
    Consideration FMV  

    Item No. 2
    Lender's Name KAREN LEWIS
    Lender's Title PRESIDENT
    Original Amount of Loan 18890
    Balance Due  
    Date of Note 2008-08
    Maturity Date  
    Repayment Terms NONE NOTED
    Interest Rate 0.000000000000
    Security Provided by Borrower UNSECURED
    Purpose of Loan WORKING CAPITAL
    Description of Lender Consideration NONE NOTED
    Consideration FMV  


    TY 2015 OtherAssetsSchedule
    Name:
    HOPEWELL HOUSE FOR INDEPENDENT LIVING
    EIN:
    11-3811184
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    HORSES 7,600 0  
    ARTWORK 10,000 0  


    TY 2015 OtherExpensesSchedule
    Name:
    HOPEWELL HOUSE FOR INDEPENDENT LIVING
    EIN:
    11-3811184
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    POSTAGE 456 0 456 0
    SUPPLIES 2,127 0 2,127 0
    PRINTING AND COPYING 639 0 639 0
    INSURANCE 38,178 0 38,178 0
    FARM OVERHEAD - FARM COSTS 38,631 0 38,631 0
    STORAGE 2,749 0 2,749 0
    GROUP HOME - FOOD AND ENTERTAINMENT 12,806 0 12,806 0
    GROUP HOME - REPAIRS 4,587 0 4,587 0
    GROUP HOME - SUPPLIES 2,005 0 2,005 0
    GROUP HOME - UTILITIES 7,049 0 7,049 0
    GROUP HOME - FUEL 2,520 0 2,520 0
    GROUP HOME - OTHER EXPENSES 19,165 0 19,165 0
    EMPLOYEE INCENTIVES 4,348 0 4,348 0
    BANK CHARGES 1,904 0 1,904 0
    REPAIRS AND MAINTENANCE 17,121 0 17,121 0
    WORKERS COMPENSATION -11,518 0 -11,518 0
    LANDSCAPING 22,909 0 22,909 0
    MEMBERSHIPS AND DUES 250 0 250 0
    HIRING 872 0 872 0
    SECURITY 1,784 0 1,784 0
    LOSS ON FARM EQUIPMENT 29,207 0 29,207 0
    RENTAL LEASING COMMISSIONS 806 806 806 0
    RENTAL LEASING COMMISSIONS 975 975 975 0
    RENTAL LEASING COMMISSIONS 925 925 925 0


    TY 2015 OtherIncomeSchedule2
    Name:
    HOPEWELL HOUSE FOR INDEPENDENT LIVING
    EIN:
    11-3811184
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    RESIDENT FEES 214,000   214,000
    FARM SALES 3,595   3,595


    TY 2015 OtherLiabilitiesSchedule
    Name:
    HOPEWELL HOUSE FOR INDEPENDENT LIVING
    EIN:
    11-3811184
    Description Beginning of Year - Book Value End of Year - Book Value
    SECURITY DEPOSIT 5,600 12,775


    TY 2015 OtherProfessionalFeesSchedule
    Name:
    HOPEWELL HOUSE FOR INDEPENDENT LIVING
    EIN:
    11-3811184
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL 2,735 0 2,735 0
    CONTRACTUAL 59,127 0 59,127 0
      0 0 0 0


    TY 2015 TaxesSchedule
    Name:
    HOPEWELL HOUSE FOR INDEPENDENT LIVING
    EIN:
    11-3811184
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL 30,730 0 30,730 0
    REAL ESTATE 35,857 0 35,857 0