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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
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. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... 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$2,862,273J 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)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 2 2  
4 Dividends and interest from securities... 81,279 81,279  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 218,171
b Gross sales price for all assets on line 6a 984,333
7 Capital gain net income (from Part IV, line 2)... 218,171
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).......      
12 Total. Add lines 1 through 11........ 299,452 299,452  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages...... 7,900 0   7,900
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 4,400 2,261   2,139
c Other professional fees (attach schedule).... Click to see attachment 10,078 10,078   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 1,458 835   275
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 357 0   357
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 1,441 0   1,441
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 25,634 13,174   12,112
25 Contributions, gifts, grants paid....... 124,300 124,300
26 Total expenses and disbursements. Add lines 24 and 25 149,934 13,174   136,412
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 149,518
b Net investment income (if negative, enter -0-) 286,278
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
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......... 56,699 52,923 52,923
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)....... 1,802,277 Click to see attachment1,943,994 1,900,061
c Investments—corporate bonds (attach schedule)....... 935,345 Click to see attachment947,251 909,289
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) 2,794,321 2,944,168 2,862,273
Liabilities 17 Accounts payable and accrued expenses.......... 275 604
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)......... 275 604
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 2,794,046 2,943,564
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 0 0
30 Total net assets or fund balances (see instructions)..... 2,794,046 2,943,564
31 Total liabilities and net assets/fund balances (see instructions). 2,794,321 2,944,168
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
2,794,046
2
Enter amount from Part I, line 27a .....................
2
149,518
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
2,943,564
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
2,943,564
Form 990-PF (2018)
Form 990-PF (2018)
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 25SHS ADVANCE AUTO PARTS: AAP P 2017-10-25 2018-06-01
b 10SHS ALLERGAN PLC F: AGN P 2017-09-21 2018-08-10
c 25SHS ALLSTATE CORPORATION: ALL P 2017-04-20 2018-03-14
d 50SHS AMC NETWORKS INC CL CLASS P 2018-01-26 2018-05-09
e 50SHS AMERISOURCEBERGEN CO: ABC P 2018-09-11 2018-12-26
25SHS AMERISOURCEBERGEN CO: ABC P 2018-12-14 2018-12-26
25SHS BERKSHIRE HATHAWAY CLASS P 2017-07-24 2018-01-16
10SHS BERKSHIRE HATHAWAY CLASS P 2018-01-26 2018-12-06
25SHS C I T GROUP INC DUTCH TENDER P 2018-01-26 2018-05-21
25SHS CARDINAL HEALTH INC: CAH P 2017-08-28 2018-01-29
75SHS CARDINAL HEALTH INC: CAH P 2017-08-16 2018-03-13
50SHS COMCAST CORP CLASS P 2018-01-26 2018-08-28
25SHS COMCAST CORP CLASS P 2018-01-26 2018-11-01
50SHS COMCAST CORP CLASS P 2018-02-08 2018-11-01
50SHS COMCAST CORP CLASS P 2018-02-27 2018-11-01
4.2952SHS D X C TECHNOLOGY COM: DXC P 2017-03-03 2018-01-05
50SHS DISH NETWORK CORP CLASS P 2017-11-08 2018-10-05
25SHS DOMINION ENERGY INC: D P 2018-01-26 2018-08-13
25SHS DOMINION ENERGY INC: D P 2018-01-16 2018-11-14
25SHS DOMINION ENERGY INC: D P 2018-01-16 2018-12-06
25SHS DOMINION ENERGY INC: D P 2018-01-16 2018-12-14
25SHS ECHOSTAR CORP CLASS P 2018-11-08 2018-11-19
25SHS EXPRESS SCRIPTS HLDG: ESRX P 2018-01-26 2018-02-21
400SHS FORD MOTOR CO: F P 2018-07-23 2018-09-25
300SHS FORD MOTOR CO: F P 2018-08-09 2018-09-25
50SHS HEWLETT PACKARD ENTE: HPE P 2017-03-03 2018-01-19
75SHS JETBLUE AIRWAYS CORP: JBLU P 2017-04-06 2018-02-26
25SHS KAR AUCTION SERVICES: KAR P 2017-11-30 2018-05-15
25SHS KAR AUCTION SERVICES: KAR P 2018-02-21 2018-05-15
25SHS KAR AUCTION SERVICES: KAR P 2017-11-02 2018-05-18
75SHS KAR AUCTION SERVICES: KAR P 2017-11-02 2018-06-13
50SHS KELLOGG COMPANY: K P 2018-01-26 2018-03-26
25SHS LAB CO OF AMER HLDG: LH P 2018-12-06 2018-12-13
100SHS NEWS CORP CLASS P 2017-09-07 2018-01-25
25SHS PFIZER INC: PFE P 2018-01-26 2018-08-13
50SHS PFIZER INCORPORATED: PFE P 2018-01-26 2018-02-27
25SHS QUALCOMM INC: QCOM P 2018-01-26 2018-07-26
20SHS QUALCOMM INC: QCOM P 2018-04-20 2018-08-30
5SHS QUALCOMM INC: QCOM P 2018-04-20 2018-09-10
25SHS QUALCOMM INC: QCOM P 2018-04-25 2018-09-10
25SHS RANGE RESOURCES CORP: RRC P 2017-05-24 2018-04-24
55SHS RANGE RESOURCES CORP: RRC P 2017-05-24 2018-04-25
20SHS RANGE RESOURCES CORP: RRC P 2017-06-01 2018-04-25
50SHS RANGE RESOURCES CORP: RRC P 2018-01-29 2018-09-21
75SHS RANGE RESOURCES CORP: RRC P 2018-01-29 2018-09-21
75SHS RANGE RESOURCES CORP: RRC P 2018-01-30 2018-09-21
25SHS TARGET CORPORATION: TGT P 2018-01-05 2018-02-28
25SHS THE COCA-COLA CO: KO P 2018-01-26 2018-11-26
25SHS THE COCA-COLA CO: KO P 2018-01-26 2018-12-11
147.706SHS TRANSAMERICA INTL SM CAP VALUE I: TISVX P 2017-12-20 2018-07-16
699.158SHS TRANSAMERICA STRATEGIC HIGH INCM I: P 2017-12-31 2018-01-25
25SHS UNITED CONTL HLDGS: UAL P 2018-01-26 2018-12-12
20SHS VERIZON COMMUNICATN: VZ P 2018-01-26 2018-09-11
25SHS VERIZON COMMUNICATN: VZ P 2018-01-26 2018-11-14
5SHS VERIZON COMMUNICATN: VZ P 2018-01-26 2018-11-20
10SHS WALGREENS BOOTS ALLI: WBA P 2018-08-28 2018-09-11
10SHS WALGREENS BOOTS ALLI: WBA P 2018-08-13 2018-11-14
15SHS WALGREENS BOOTS ALLI: WBA P 2018-08-28 2018-11-14
50SHS 21ST CENT FOX CLASS P 2018-05-15 2018-06-20
25SHS 21ST CENT FOX CLASS P 2017-12-15 2018-06-27
25SHS 21ST CENT FOX CLASS P 2018-05-15 2018-06-27
100SHS 21ST CENT FOX CLASS P 2017-12-15 2018-07-19
25SHS ADVANCE AUTO PARTS: AAP P 2017-10-25 2018-11-13
15SHS ALLERGAN PLC F: AGN P 2016-05-04 2018-02-13
10SHS ALLERGAN PLC F: AGN P 2016-05-12 2018-02-13
5SHS ALLERGAN PLC F: AGN P 2016-05-04 2018-08-10
10SHS ALLERGAN PLC F: AGN P 2016-05-12 2018-08-10
25SHS ALLSTATE CORPORATION: ALL P 2016-03-31 2018-03-14
25SHS ALLSTATE CORPORATION: ALL P 2016-03-31 2018-03-16
35SHS ALLSTATE CORPORATION: ALL P 2016-03-31 2018-03-26
25SHS AMC NETWORKS INC CL CLASS P 2016-08-05 2018-04-25
25SHS AMC NETWORKS INC CL CLASS P 2016-10-04 2018-04-25
25SHS AMC NETWORKS INC CL CLASS P 2016-09-16 2018-12-13
25SHS AMC NETWORKS INC CL CLASS P 2016-10-12 2018-12-13
25SHS AMC NETWORKS INC CL CLASS P 2016-11-09 2018-12-13
25SHS APPLE INC: AAPL P 2016-03-31 2018-06-01
50SHS AVNET INC: AVT P 2016-04-28 2018-01-05
50SHS AVNET INC: AVT P 2017-04-27 2018-08-09
25SHS AVNET INC: AVT P 2016-07-26 2018-08-13
25SHS AVNET INC: AVT P 2016-09-26 2018-08-13
50SHS AVNET INC: AVT P 2016-09-26 2018-08-17
50SHS AVNET INC: AVT P 2017-05-17 2018-08-17
25SHS C I T GROUP INC DUTCH TENDER P 2016-03-31 2018-05-21
0.689SHS CIGNA CORP: CI P 2016-10-31 2018-12-26
75SHS CISCO SYSTEMS INC: CSCO P 2016-03-31 2018-02-21
25SHS CITIGROUP INC: C P 2016-03-31 2018-01-16
25SHS CITIGROUP INC: C P 2016-03-31 2018-01-19
6.4428SHS D X C TECHNOLOGY COM: DXC P 2016-11-23 2018-01-05
6.262SHS D X C TECHNOLOGY COM: DXC P 2017-01-04 2018-01-05
25SHS DELL TECHNOLOGIES CLASS P 2016-10-27 2018-05-18
50SHS DELL TECHNOLOGIES CLASS P 2016-10-27 2018-06-05
25SHS DELL TECHNOLOGIES CLASS P 2016-10-27 2018-10-05
50SHS DELL TECHNOLOGIES MERGER ELECTION P 2016-09-20 2018-11-05
50SHS EBAY INC: EBAY P 2016-03-31 2018-01-05
55SHS EBAY INC: EBAY P 2016-03-31 2018-01-08
35SHS EXPRESS SCRIPTS HLDG: ESRX P 2016-03-31 2018-03-08
15SHS EXPRESS SCRIPTS HLDG: ESRX P 2016-10-31 2018-03-08
10SHS EXPRESS SCRIPTS HLDG XXXCORP ACT P 2016-10-31 2018-12-24
25SHS EXPRESS SCRIPTS HLDG XXXCORP ACT P 2017-04-27 2018-12-24
25SHS EXPRESS SCRIPTS HLDG XXXCORP ACT P 2017-05-16 2018-12-24
25SHS EXPRESS SCRIPTS HLDG XXXCORP ACT P 2017-08-16 2018-12-24
50SHS FIRSTENERGY CORP: FE P 2016-11-10 2018-04-23
50SHS FIRSTENERGY CORP: FE P 2016-11-10 2018-07-23
50SHS FIRSTENERGY CORP: FE P 2016-11-22 2018-08-17
15SHS FIRSTENERGY CORP: FE P 2016-10-11 2018-09-06
25SHS FIRSTENERGY CORP: FE P 2016-11-22 2018-09-06
35SHS FIRSTENERGY CORP: FE P 2016-10-11 2018-09-10
25SHS FIRSTENERGY CORP: FE P 2017-01-04 2018-09-10
25SHS FIRSTENERGY CORP: FE P 2017-01-04 2018-09-17
25SHS FIRSTENERGY CORP: FE P 2017-04-20 2018-09-17
25SHS FIRSTENERGY CORP: FE P 2017-01-11 2018-11-19
25SHS FIRSTENERGY CORP: FE P 2017-04-20 2018-11-19
75SHS HEWLETT PACKARD ENTE: HPE P 2016-11-23 2018-01-19
75SHS HEWLETT PACKARD ENTE: HPE P 2017-01-04 2018-01-19
100SHS JETBLUE AIRWAYS CORP: JBLU P 2017-01-30 2018-02-27
50SHS KELLOGG COMPANY: K P 2016-03-31 2018-03-26
25SHS LAB CO OF AMER HLDG: LH P 2016-03-31 2018-02-02
75SHS LIBERTY MEDIA HOLDIN: QRTEA P 2016-08-10 2018-03-27
25SHS LIBERTY MEDIA HOLDIN: QRTEA P 2016-09-07 2018-03-27
25SHS LIBERTY MEDIA HOLDIN: QRTEA P 2016-08-10 2018-03-29
75SHS LIBERTY MEDIA HOLDIN: QRTEA P 2016-09-13 2018-03-29
100SHS LIBERTY MEDIA HOLDIN: QRTEA P 2017-03-01 2018-04-03
90SHS LOEWS CORPORATION: L P 2016-03-31 2018-04-11
15SHS MCKESSON CORP: MCK P 2016-09-16 2018-10-05
10SHS MCKESSON CORP: MCK P 2016-12-07 2018-10-05
59.0833SHS NATIONAL GRID PLC FSPONSORED ADR P 2016-03-31 2018-02-28
22.9166SHS NATIONAL GRID PLC FSPONSORED ADR P 2017-01-20 2018-02-28
9249.743SHS NATIONWIDE CORE PLUS BD R6: NWCIX P 2016-12-31 2018-11-30
50SHS NETAPP INC: NTAP P 2016-03-31 2018-01-05
50SHS NETAPP INC: NTAP P 2016-03-31 2018-01-08
50SHS NEWS CORP CLASS P 2016-03-31 2018-01-25
75SHS NEWS CORP CLASS P 2016-03-31 2018-05-31
75SHS NEWS CORP CLASS P 2016-03-31 2018-11-15
25SHS PFIZER INC: PFE P 2016-03-31 2018-08-13
50SHS PFIZER INC: PFE P 2016-03-31 2018-08-27
120SHS PFIZER INC: PFE P 2016-03-31 2018-11-20
50SHS PPL CORP: PPL P 2016-03-31 2018-08-10
50SHS PPL CORP: PPL P 2016-03-31 2018-10-24
50SHS PPL CORPORATION: PPL P 2016-03-31 2018-04-27
25SHS PROGRESSIVE CO OHIO: PGR P 2016-03-31 2018-04-20
25SHS PROGRESSIVE CO OHIO: PGR P 2016-03-31 2018-05-11
15SHS PROGRESSIVE CO OHIO: PGR P 2016-03-31 2018-08-16
5SHS QUALCOMM INC: QCOM P 2017-09-08 2018-09-10
25SHS QUALCOMM INC: QCOM P 2017-09-08 2018-09-17
75SHS RANGE RESOURCES CORP: RRC P 2017-02-24 2018-04-24
30SHS RANGE RESOURCES CORP: RRC P 2017-06-01 2018-08-10
70SHS RANGE RESOURCES CORP: RRC P 2017-08-08 2018-08-10
5SHS RANGE RESOURCES CORP: RRC P 2017-08-08 2018-09-21
25SHS TARGET CORP: TGT P 2017-03-21 2018-06-05
15SHS TARGET CORP: TGT P 2017-06-20 2018-07-24
50SHS TARGET CORPORATION: TGT P 2017-02-23 2018-05-21
3674.611SHS TOUCHSTONE SM CAP VALUE OPPTY FD CL Y: P 2016-12-31 2018-06-27
2007.958SHS TRANSAMERICA INTL SM CAP VALUE I: TISVX P 2016-04-11 2018-07-16
3675.838SHS TRANSAMERICA STRATEGIC HIGH INCM I: P 2016-07-28 2018-01-25
20SHS UNITED CONTL HLDGS: UAL P 2017-03-15 2018-09-11
25SHS UNITED CONTL HLDGS: UAL P 2017-03-15 2018-11-19
5SHS UNITED CONTL HLDGS: UAL P 2017-03-15 2018-12-04
20SHS UNITED CONTL HLDGS: UAL P 2017-03-20 2018-12-04
5SHS UNITED CONTL HLDGS: UAL P 2017-03-20 2018-12-12
25SHS UNITED CONTL HLDGS: UAL P 2017-08-16 2018-12-12
25SHS UNITED CONTL HLDGS: UAL P 2017-08-23 2018-12-12
20SHS VERIZON COMMUNICATN: VZ P 2016-03-31 2018-11-20
25SHS VERIZON COMMUNICATN: VZ P 2016-03-31 2018-12-06
17SHS ADVANCE AUTO PARTS: AAP P 2017-10-25 2018-09-11
50SHS AMERISOURCEBERGEN CO: ABC P 2018-09-11 2018-12-26
25SHS AMERISOURCEBERGEN CO: ABC P 2018-12-14 2018-12-26
25SHS CARDINAL HEALTH INC: CAH P 2017-08-28 2018-01-29
75SHS CARDINAL HEALTH INC: CAH P 2017-08-16 2018-03-13
50SHS COMCAST CORP CLASS P 2018-02-26 2018-08-28
75SHS COMCAST CORP CLASS P 2018-02-08 2018-11-01
50SHS COMCAST CORP CLASS P 2018-03-13 2018-11-01
4.2952SHS D X C TECHNOLOGY COM: DXC P 2017-03-03 2018-01-05
75SHS DISH NETWORK CORP CLASS P 2017-11-08 2018-10-05
50SHS DOMINION ENERGY INC: D P 2018-01-16 2018-08-13
25SHS DOMINION ENERGY INC: D P 2018-01-16 2018-12-04
25SHS DOMINION ENERGY INC: D P 2018-02-21 2018-12-14
25SHS DOMINION ENERGY INC: D P 2018-03-16 2018-12-14
400SHS FORD MOTOR CO: F P 2018-07-23 2018-09-25
250SHS FORD MOTOR CO: F P 2018-08-09 2018-09-25
50SHS HEWLETT PACKARD ENTE: HPE P 2017-03-03 2018-01-19
75SHS JETBLUE AIRWAYS CORP: JBLU P 2017-04-06 2018-02-26
25SHS KAR AUCTION SERVICES: KAR P 2017-11-30 2018-05-15
25SHS KAR AUCTION SERVICES: KAR P 2017-11-02 2018-05-18
75SHS KAR AUCTION SERVICES: KAR P 2017-11-02 2018-06-13
25SHS LAB CO OF AMER HLDG: LH P 2018-08-28 2018-10-05
25SHS LOEWS CORPORATION: L P 2017-08-18 2018-04-11
125SHS NEWS CORP CLASS P 2017-09-07 2018-01-25
25SHS QUALCOMM INC: QCOM P 2018-01-05 2018-07-26
15SHS QUALCOMM INC: QCOM P 2018-04-20 2018-08-30
10SHS QUALCOMM INC: QCOM P 2018-04-20 2018-09-10
5SHS QUALCOMM INC: QCOM P 2018-04-25 2018-09-10
20SHS QUALCOMM INC: QCOM P 2018-04-25 2018-09-17
25SHS RANGE RESOURCES CORP: RRC P 2017-05-24 2018-04-24
50SHS RANGE RESOURCES CORP: RRC P 2017-05-24 2018-04-25
25SHS RANGE RESOURCES CORP: RRC P 2018-01-29 2018-09-21
75SHS RANGE RESOURCES CORP: RRC P 2018-01-29 2018-09-21
50SHS RANGE RESOURCES CORP: RRC P 2018-01-30 2018-09-21
25SHS SOUTHWEST AIRLINES: LUV P 2018-03-20 2018-09-17
27.629SHS T ROWE PRICE BLUE CHIP GROWTH FD INV: P 2017-12-31 2018-07-25
25SHS TARGET CORPORATION: TGT P 2017-08-28 2018-05-21
25SHS WALGREENS BOOTS ALLI: WBA P 2018-08-28 2018-11-14
50SHS 21ST CENT FOX CLASS P 2018-05-15 2018-06-20
25SHS 21ST CENT FOX CLASS P 2017-12-15 2018-06-27
25SHS 21ST CENT FOX CLASS P 2018-05-15 2018-06-27
100SHS 21ST CENT FOX CLASS P 2017-12-15 2018-07-19
33SHS ADVANCE AUTO PARTS: AAP P 2017-10-25 2018-11-13
25SHS ALLSTATE CORPORATION: ALL P 2016-03-31 2018-03-14
25SHS ALLSTATE CORPORATION: ALL P 2016-03-31 2018-03-16
45SHS ALLSTATE CORPORATION: ALL P 2016-03-31 2018-03-26
25SHS AMC NETWORKS INC CL CLASS P 2016-08-05 2018-05-09
25SHS AMC NETWORKS INC CL CLASS P 2016-10-04 2018-05-09
25SHS AMC NETWORKS INC CL CLASS P 2016-09-16 2018-12-13
50SHS AMC NETWORKS INC CL CLASS P 2016-11-09 2018-12-13
25SHS APPLE INC: AAPL P 2016-03-31 2018-05-15
10SHS APPLE INC: AAPL P 2016-03-31 2018-06-01
25SHS AVNET INC: AVT P 2016-04-28 2018-01-05
25SHS AVNET INC: AVT P 2016-10-10 2018-01-05
25SHS AVNET INC: AVT P 2016-04-28 2018-08-09
25SHS AVNET INC: AVT P 2017-04-27 2018-08-09
25SHS AVNET INC: AVT P 2016-07-26 2018-08-13
25SHS AVNET INC: AVT P 2017-04-27 2018-08-13
50SHS AVNET INC: AVT P 2016-09-26 2018-08-17
50SHS AVNET INC: AVT P 2017-05-10 2018-08-17
0.689SHS CIGNA CORP: CI P 2016-10-31 2018-12-26
50SHS CISCO SYSTEMS INC: CSCO P 2016-03-31 2018-01-08
75SHS CISCO SYSTEMS INC: CSCO P 2016-03-31 2018-02-21
35SHS CITIGROUP INC: C P 2016-03-31 2018-01-19
6.4428SHS D X C TECHNOLOGY COM: DXC P 2016-11-23 2018-01-05
6.262SHS D X C TECHNOLOGY COM: DXC P 2017-01-04 2018-01-05
25SHS DELL TECHNOLOGIES CLASS P 2017-01-18 2018-05-18
50SHS DELL TECHNOLOGIES CLASS P 2016-10-27 2018-06-05
15SHS DELL TECHNOLOGIES CLASS P 2016-10-27 2018-09-11
50SHS DELL TECHNOLOGIES MERGER ELECTION P 2016-09-20 2018-11-05
10SHS DELL TECHNOLOGIES MERGER ELECTION P 2016-10-27 2018-11-05
50SHS EBAY INC: EBAY P 2016-03-31 2018-01-05
55SHS EBAY INC: EBAY P 2016-03-31 2018-01-08
25SHS EXPRESS SCRIPTS HLDG: ESRX P 2016-03-31 2018-02-21
10SHS EXPRESS SCRIPTS HLDG: ESRX P 2016-03-31 2018-03-08
15SHS EXPRESS SCRIPTS HLDG: ESRX P 2016-10-31 2018-03-08
10SHS EXPRESS SCRIPTS HLDG XXXCORP ACT P 2016-10-31 2018-12-24
50SHS EXPRESS SCRIPTS HLDG XXXCORP ACT P 2017-04-27 2018-12-24
25SHS EXPRESS SCRIPTS HLDG XXXCORP ACT P 2017-08-16 2018-12-24
75SHS FIRSTENERGY CORP: FE P 2016-11-10 2018-04-23
55SHS FIRSTENERGY CORP: FE P 2016-11-22 2018-06-01
30SHS FIRSTENERGY CORP: FE P 2016-10-11 2018-08-17
20SHS FIRSTENERGY CORP: FE P 2016-11-22 2018-08-17
20SHS FIRSTENERGY CORP: FE P 2016-10-11 2018-09-06
15SHS FIRSTENERGY CORP: FE P 2017-01-04 2018-09-06
55SHS FIRSTENERGY CORP: FE P 2017-01-04 2018-09-10
5SHS FIRSTENERGY CORP: FE P 2017-01-04 2018-09-17
45SHS FIRSTENERGY CORP: FE P 2017-01-11 2018-09-17
25SHS GILEAD SCIENCES INC: GILD P 2016-03-31 2018-01-29
75SHS HEWLETT PACKARD ENTE: HPE P 2016-11-23 2018-01-19
75SHS HEWLETT PACKARD ENTE: HPE P 2017-01-04 2018-01-19
100SHS JETBLUE AIRWAYS CORP: JBLU P 2017-01-30 2018-02-27
35SHS KELLOGG COMPANY: K P 2016-03-31 2018-03-26
25SHS LAB CO OF AMER HLDG: LH P 2016-03-31 2018-06-01
25SHS LIBERTY MEDIA CORP SERIES C LIBERTY P 2016-03-31 2018-05-15
75SHS LIBERTY MEDIA HOLDIN: QRTEA P 2016-08-10 2018-03-27
50SHS LIBERTY MEDIA HOLDIN: QRTEA P 2016-10-10 2018-03-28
50SHS LIBERTY MEDIA HOLDIN: QRTEA P 2016-10-10 2018-03-29
25SHS LIBERTY MEDIA HOLDIN: QRTEA P 2017-03-01 2018-03-29
50SHS LIBERTY MEDIA HOLDIN: QRTEA P 2017-03-01 2018-04-02
25SHS LIBERTY MEDIA HOLDIN: QRTEA P 2017-03-01 2018-04-03
75SHS LOEWS CORPORATION: L P 2016-03-31 2018-04-11
15SHS MCKESSON CORP: MCK P 2016-09-16 2018-11-19
10SHS MCKESSON CORP: MCK P 2016-12-07 2018-11-19
54.0833SHS NATIONAL GRID PLC FSPONSORED ADR P 2016-03-31 2018-02-28
22.9166SHS NATIONAL GRID PLC FSPONSORED ADR P 2017-01-20 2018-02-28
70SHS NETAPP INC: NTAP P 2016-03-31 2018-01-08
25SHS NEWS CORP CLASS P 2016-03-31 2018-01-25
75SHS NEWS CORP CLASS P 2016-03-31 2018-05-31
75SHS NEWS CORP CLASS P 2016-03-31 2018-11-15
75SHS PFIZER INC: PFE P 2016-03-31 2018-08-13
50SHS PFIZER INC: PFE P 2016-03-31 2018-08-27
105SHS PFIZER INC: PFE P 2016-03-31 2018-11-20
60SHS PPL CORP: PPL P 2016-03-31 2018-09-06
20SHS PPL CORP: PPL P 2016-03-31 2018-10-24
5SHS PPL CORP: PPL P 2016-12-02 2018-10-24
25SHS PPL CORP: PPL P 2016-12-05 2018-10-24
50SHS PPL CORPORATION: PPL P 2016-03-31 2018-04-27
25SHS PROGRESSIVE CO OHIO: PGR P 2016-03-31 2018-04-20
25SHS PROGRESSIVE CO OHIO: PGR P 2016-03-31 2018-05-11
25SHS PROGRESSIVE CO OHIO: PGR P 2016-03-31 2018-05-21
20SHS QUALCOMM INC: QCOM P 2017-02-03 2018-09-10
5SHS QUALCOMM INC: QCOM P 2017-09-08 2018-09-17
25SHS RANGE RESOURCES CORP: RRC P 2017-02-24 2018-04-24
50SHS RANGE RESOURCES CORP: RRC P 2017-02-24 2018-04-24
10SHS RANGE RESOURCES CORP: RRC P 2017-05-24 2018-09-21
50SHS RANGE RESOURCES CORP: RRC P 2017-06-01 2018-09-21
75SHS RANGE RESOURCES CORP: RRC P 2017-08-08 2018-09-21
937.334SHS T ROWE PRICE BLUE CHIP GROWTH FD INV: P 2016-12-31 2018-07-25
25SHS TARGET CORP: TGT P 2017-03-21 2018-06-05
20SHS TARGET CORP: TGT P 2017-06-20 2018-07-24
25SHS TARGET CORPORATION: TGT P 2017-02-23 2018-02-28
25SHS TARGET CORPORATION: TGT P 2017-02-23 2018-05-21
25SHS THE COCA-COLA CO: KO P 2016-03-31 2018-11-26
50SHS THE COCA-COLA CO: KO P 2016-03-31 2018-12-11
2999.787SHS TOUCHSTONE SM CAP VALUE OPPTY FD CL Y: P 2016-12-31 2018-06-27
25SHS UNITED CONTL HLDGS: UAL P 2017-03-15 2018-11-29
25SHS UNITED CONTL HLDGS: UAL P 2017-03-15 2018-12-04
25SHS UNITED CONTL HLDGS: UAL P 2017-03-20 2018-12-12
25SHS UNITED CONTL HLDGS: UAL P 2017-08-16 2018-12-12
25SHS UNITED CONTL HLDGS: UAL P 2017-08-23 2018-12-12
25SHS VERIZON COMMUNICATN: VZ P 2016-03-31 2018-11-14
25SHS VERIZON COMMUNICATN: VZ P 2016-03-31 2018-11-20
25SHS VERIZON COMMUNICATN: VZ P 2016-03-31 2018-12-06
25SHS WESTERN DIGITAL CORP: WDC P 2016-03-31 2018-03-16
45SHS WESTERN DIGITAL CORP: WDC P 2016-03-31 2018-03-20
CAPITAL GAINS DIVIDENDS P    
(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 3,222   2,094 1,128
b 1,838   2,043 -205
c 2,427   2,005 422
d 2,642   2,655 -13
e 3,585   4,220 -635
1,792   2,024 -232
5,246   4,293 953
2,065   2,159 -94
1,382   1,292 90
1,877   1,665 212
5,460   4,991 469
1,821   2,112 -291
944   1,056 -112
1,889   1,983 -94
1,889   1,876 13
428   288 140
1,743   2,443 -700
1,744   1,891 -147
1,850   1,890 -40
1,864   1,890 -26
1,893   1,890 3
1,043   907 136
1,907   2,030 -123
3,779   4,196 -417
2,834   2,990 -156
798   679 119
1,628   1,573 55
1,331   1,264 67
1,331   1,288 43
1,337   1,203 134
4,139   3,610 529
3,171   3,389 -218
3,492   3,537 -45
1,694   1,361 333
1,021   963 58
1,845   1,925 -80
1,547   1,698 -151
1,372   1,038 334
360   259 101
1,803   1,245 558
331   606 -275
730   1,332 -602
265   469 -204
874   755 119
1,312   1,138 174
1,312   1,117 195
1,904   1,656 248
1,215   1,209 6
1,225   1,208 17
2,056   2,031 25
7,990   7,674 316
2,233   1,645 588
1,089   1,092 -3
1,461   1,365 96
302   273 29
683   683 0
813   678 135
1,220   1,043 177
2,389   1,897 492
1,218   895 323
1,218   949 269
4,585   3,579 1,006
4,545   2,094 2,451
2,399   2,943 -544
1,599   1,599 0
919   1,200 -281
1,838   2,446 -608
2,427   1,693 734
2,427   1,693 734
3,266   2,370 896
1,349   1,349 0
1,349   1,329 20
1,400   1,287 113
1,400   1,259 141
1,400   1,316 84
4,716   2,742 1,974
2,075   2,133 -58
2,316   2,064 252
1,150   1,026 124
1,150   1,007 143
2,364   2,014 350
2,364   1,840 524
1,382   796 586
126   126 0
3,297   2,140 1,157
1,920   1,046 874
1,948   1,046 902
643   426 217
625   428 197
1,955   1,234 721
4,309   2,467 1,842
2,400   1,233 1,167
4,506   2,449 2,057
1,979   1,207 772
2,187   1,327 860
2,848   2,417 431
1,220   1,016 204
488   234 254
1,219   439 780
1,219   394 825
1,219   452 767
1,766   1,609 157
1,740   1,609 131
1,856   1,602 254
566   473 93
944   801 143
1,332   1,104 228
951   784 167
943   784 159
943   770 173
967   770 197
967   770 197
1,197   999 198
1,197   1,034 163
2,158   1,946 212
3,171   3,827 -656
4,265   2,921 1,344
1,916   1,592 324
639   540 99
626   531 95
1,878   1,454 424
2,463   1,869 594
4,509   3,464 1,045
2,009   2,483 -474
1,339   1,393 -54
3,054   4,619 -1,565
1,184   1,459 -275
89,975   95,279 -5,304
2,937   1,336 1,601
2,935   1,336 1,599
847   637 210
1,125   956 169
1,013   956 57
1,021   753 268
2,073   1,505 568
5,282   3,612 1,670
1,440   1,883 -443
1,548   1,883 -335
1,439   1,883 -444
1,517   877 640
1,558   877 681
966   526 440
361   249 112
1,841   1,243 598
1,032   2,119 -1,087
472   703 -231
1,102   1,220 -118
87   87 0
1,957   1,340 617
1,188   770 418
3,844   3,293 551
72,744   55,105 17,639
27,944   22,810 5,134
42,010   37,200 4,810
1,778   1,350 428
2,308   1,687 621
455   337 118
1,820   1,349 471
447   337 110
2,233   1,677 556
2,233   1,579 654
1,207   1,081 126
1,453   1,351 102
2,842   1,424 1,418
3,585   4,220 -635
1,792   2,024 -232
1,877   1,665 212
5,460   4,991 469
1,821   1,984 -163
2,833   2,973 -140
1,889   1,836 53
429   289 140
2,617   3,664 -1,047
3,492   3,779 -287
1,899   1,890 9
1,895   1,877 18
1,895   1,761 134
3,779   4,196 -417
2,362   2,493 -131
798   679 119
1,628   1,573 55
1,329   1,264 65
1,337   1,203 134
4,139   3,610 529
4,216   4,345 -129
1,253   1,197 56
2,118   1,700 418
1,547   1,660 -113
1,028   779 249
721   519 202
361   249 112
1,473   996 477
333   605 -272
662   1,211 -549
437   381 56
1,312   1,138 174
875   746 129
1,579   1,524 55
3,165   2,653 512
1,922   1,360 562
2,033   1,738 295
2,389   1,897 492
1,218   895 323
1,218   949 269
4,585   3,579 1,006
6,001   2,764 3,237
2,425   1,693 732
2,427   1,693 734
4,201   3,047 1,154
1,321   1,349 -28
1,321   1,329 -8
1,401   1,288 113
2,801   2,623 178
4,658   2,742 1,916
1,884   1,097 787
1,038   1,066 -28
1,038   1,076 -38
1,158   1,066 92
1,158   1,033 125
1,150   1,026 124
1,150   1,033 117
2,364   2,018 346
2,364   1,880 484
126   126 0
1,973   1,427 546
3,297   2,140 1,157
2,730   1,464 1,266
643   426 217
625   428 197
1,955   1,466 489
4,309   2,469 1,840
1,444   741 703
4,507   2,449 2,058
901   494 407
1,979   1,207 772
2,187   1,327 860
1,907   1,726 181
813   691 122
1,219   1,016 203
488   234 254
2,438   872 1,566
1,219   452 767
2,651   2,416 235
1,872   1,762 110
1,114   946 168
743   641 102
755   631 124
566   470 96
2,093   1,723 370
189   157 32
1,697   1,387 310
2,220   2,300 -80
1,198   1,000 198
1,198   1,035 163
2,158   1,946 212
2,217   2,679 -462
4,505   2,921 1,584
1,107   751 356
1,915   1,594 321
1,248   979 269
1,251   979 272
625   467 158
1,225   935 290
612   467 145
3,758   2,887 871
1,879   2,487 -608
1,253   1,393 -140
2,795   4,229 -1,434
1,184   1,459 -275
4,112   1,870 2,242
423   318 105
1,125   956 169
1,013   956 57
3,066   2,258 808
2,073   1,505 568
4,621   3,161 1,460
1,840   2,260 -420
619   753 -134
155   166 -11
774   836 -62
1,439   1,883 -444
1,517   877 640
1,558   877 681
1,538   877 661
1,443   1,031 412
368   249 119
333   706 -373
686   1,413 -727
175   242 -67
875   1,171 -296
1,312   1,308 4
107,362   35,635 71,727
1,957   1,340 617
1,585   1,026 559
1,904   1,647 257
1,922   1,647 275
1,215   1,165 50
2,456   2,329 127
59,376   45,086 14,290
2,363   1,687 676
2,275   1,687 588
2,233   1,687 546
2,233   1,677 556
2,233   1,579 654
1,461   1,351 110
1,509   1,351 158
1,453   1,351 102
2,641   1,152 1,489
4,655   2,074 2,581
22,471     22,471
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       1,128
b       -205
c       422
d       -13
e       -635
      -232
      953
      -94
      90
      212
      469
      -291
      -112
      -94
      13
      140
      -700
      -147
      -40
      -26
      3
      136
      -123
      -417
      -156
      119
      55
      67
      43
      134
      529
      -218
      -45
      333
      58
      -80
      -151
      334
      101
      558
      -275
      -602
      -204
      119
      174
      195
      248
      6
      17
      25
      316
      588
      -3
      96
      29
      0
      135
      177
      492
      323
      269
      1,006
      2,451
      -544
      0
      -281
      -608
      734
      734
      896
      0
      20
      113
      141
      84
      1,974
      -58
      252
      124
      143
      350
      524
      586
      0
      1,157
      874
      902
      217
      197
      721
      1,842
      1,167
      2,057
      772
      860
      431
      204
      254
      780
      825
      767
      157
      131
      254
      93
      143
      228
      167
      159
      173
      197
      197
      198
      163
      212
      -656
      1,344
      324
      99
      95
      424
      594
      1,045
      -474
      -54
      -1,565
      -275
      -5,304
      1,601
      1,599
      210
      169
      57
      268
      568
      1,670
      -443
      -335
      -444
      640
      681
      440
      112
      598
      -1,087
      -231
      -118
      0
      617
      418
      551
      17,639
      5,134
      4,810
      428
      621
      118
      471
      110
      556
      654
      126
      102
      1,418
      -635
      -232
      212
      469
      -163
      -140
      53
      140
      -1,047
      -287
      9
      18
      134
      -417
      -131
      119
      55
      65
      134
      529
      -129
      56
      418
      -113
      249
      202
      112
      477
      -272
      -549
      56
      174
      129
      55
      512
      562
      295
      492
      323
      269
      1,006
      3,237
      732
      734
      1,154
      -28
      -8
      113
      178
      1,916
      787
      -28
      -38
      92
      125
      124
      117
      346
      484
      0
      546
      1,157
      1,266
      217
      197
      489
      1,840
      703
      2,058
      407
      772
      860
      181
      122
      203
      254
      1,566
      767
      235
      110
      168
      102
      124
      96
      370
      32
      310
      -80
      198
      163
      212
      -462
      1,584
      356
      321
      269
      272
      158
      290
      145
      871
      -608
      -140
      -1,434
      -275
      2,242
      105
      169
      57
      808
      568
      1,460
      -420
      -134
      -11
      -62
      -444
      640
      681
      661
      412
      119
      -373
      -727
      -67
      -296
      4
      71,727
      617
      559
      257
      275
      50
      127
      14,290
      676
      588
      546
      556
      654
      110
      158
      102
      1,489
      2,581
      22,471
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 2 218,171
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))
2017 120,044 3,022,418 0.039718
2016 118,450 2,850,466 0.041555
2015 98,893 2,952,421 0.033496
2014 104,424 3,075,227 0.033957
2013 97,895 2,928,907 0.033424
2
Total of line 1, column (d) .....................
2
0.182150
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.036430
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
3,073,397
5
Multiply line 4 by line 3......................
5
111,964
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
2,863
7
Add lines 5 and 6........................
7
114,827
8
Enter qualifying distributions from Part XII, line 4,.............
8
136,412
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 (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 2,863
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 2,863
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 2,863
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 1,050
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,050
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 8
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 1,821
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 2019 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
 
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 2018 or the taxable year beginning in 2018? See the 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
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 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 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. 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
     
     
    ........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 2018?.............
    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 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    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 2018 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 2018.)..................
    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 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    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:
    Yes
    No
    (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
     
    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
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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
    BETTY J FORBES PRESIDENT
    0.50     		0 0 0
    POST OFFICE BOX 1688
    PETERSBURG,VA238051688
    MARK H STEVENS DIRECTOR
    0.25     		0 0 0
    POST OFFICE BOX 1688
    PETERSBURG,VA238051688
    EMILY WALKER DIRECTOR
    0.25     		0 0 0
    POST OFFICE BOX 1688
    PETERSBURG,VA238051688
    BRYAN CARPER DIRECTOR
    0.25     		0 0 0
    POST OFFICE BOX 1688
    PETERSBURG,VA238051688
    WILLIAM H TALLEY IV SECRETARY
    0.50     		0 0 0
    POST OFFICE BOX 1688
    PETERSBURG,VA238051688
    WILLIAM A YOUNG JR TREASURER
    0.50     		0 0 0
    POST OFFICE BOX 1688
    PETERSBURG,VA238051688
    GALE BECK DIRECTOR
    0.25     		0 0 0
    POST OFFICE BOX 1688
    PETERSBURG,VA238051688
    PAMELA M COMSTOCK DIRECTOR
    0.25     		0 0 0
    POST OFFICE BOX 1688
    PETERSBURG,VA238051688
    KEVIN MASSENGILL DIRECTOR
    0.25     		0 0 0
    POST OFFICE BOX 1688
    PETERSBURG,VA238051688
    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
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    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 72,300
    2 SCHOLARSHIPS TO COLLEGE STUDENTS 52,000
    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 (2018)
    Form 990-PF (2018)
    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
    3,077,418
    b
    Average of monthly cash balances.......................
    1b
    42,782
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,120,200
    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
    3,120,200
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    46,803
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    3,073,397
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    153,670
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    153,670
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    2,863
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,863
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    150,807
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    150,807
    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
    150,807
    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
    136,412
    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
    136,412
    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
    2,863
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    133,549
    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 (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 150,807
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 122,031
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 136,412
    a Applied to 2017, but not more than line 2a 122,031
    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 2018 distributable amount..... 14,381
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2018. 0 0
    (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 0
    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 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		136,426
    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) .......     		0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018....  
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 2018, 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) 2018 (b) 2017 (c) 2016 (d) 2015
             
    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 foundation 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 AND GRANT APPLICATIONS
    cAny submission deadlines:
    APRIL AND SEPTEMBER
    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 (2018)
    Form 990-PF (2018)
    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
    WEST END BAPTIST CHURCH FOOD PANTRY
    6506 BOYDTON PLANK ROAD
    NORTH DINWIDDIE,VA23803     		NONE   CHARITABLE GRANTS 500
    SOUTHSIDE VIRGINIA EMERGENCY CREW
    PO BOX 574
    PETERSBURG,VA23804     		NONE   CHARITABLE GRANTS 800
    REBUILDING TOGETHER RICHMOND
    406 WEST FRANKLIN STREET SUITE B
    RICHMOND,VA23220     		NONE   CHARITABLE GRANTS 2,500
    ST JOSEPH'S VILLA
    8000 BROOK ROAD
    RICHMOND,VA23227     		NONE   CHARITABLE GRANTS 3,000
    CARSON COMMUNITY FOOD PANTRY
    12715 ACORN DRIVE
    NORTH DINWIDDIE,VA23805     		NONE   CHARITABLE GRANTS 3,500
    AMERICAN RED CROSS OF CAPITAL VIRGINIA
    22 WEST WASHINGTON STREET
    PETERSBURG,VA23805     		NONE   CHARITABLE GRANTS 3,500
    FELLOWSHIP OF CHRISTIAN ATHLETES
    320 NEWCASTLE DRIVE
    COLONIAL HEIGHTS,VA23834     		NONE   CHARITABLE GRANTS 5,000
    JAMES HOUSE
    6610 COMMONS DRIVE SUITE C
    PRINCE GEORGE,VA23875     		NONE   CHARITABLE GRANTS 5,000
    JOHN TYLER FOUNDATION
    800 CHARTER COLONY PARKWAY
    MIDLOTHIAN,VA23114     		NONE   CHARITABLE GRANTS 5,000
    SWIFT CREEK MILL THEATER
    PO BOX 41
    COLONIAL HEIGHTS,VA23831     		NONE   CHARITABLE GRANTS 7,000
    PETERSBURG FAMILY YMCA
    120 N MADISON STREET
    PETERSBURG,VA23803     		NONE   CHARITABLE GRANTS 8,000
    DOWNTOWN CHURCHES UNITED INC HOPE CENTER
    PO BOX 1202
    PETERSBURG,VA23805     		NONE   CHARITABLE GRANTS 9,500
    HEART OF VIRGINIA COUNCIL BOY SCOUTS OF AMERICA
    PO BOX 751
    PETERSBURG,VA23804     		NONE   CHARITABLE GRANTS 9,500
    TRI-CITIES WORKCAMPS INC
    PO BOX 1761
    PETERSBURG,VA23805     		NONE   CHARITABLE GRANTS 9,500
    NICOLE BLANKENSHIP
    1354 RIVEROAKS DRIVE
    COLONIAL HEIGHTS,VA23834     		NONE   EDUCATIONAL SCHOLARSHIPS 500
    ANDREW MEHFOUD
    131 DUNOON COURT
    COLONIAL HEIGHTS,VA23834     		NONE   EDUCATIONAL SCHOLARSHIPS 500
    ZACHARY ADAMS
    2091 EXETER MILL ROAD
    CHURCH ROAD,VA23833     		NONE   EDUCATIONAL SCHOLARSHIPS 750
    RICHARD BRIDE
    113 WATERCRESS COURT
    COLONIAL HEIGHTS,VA23834     		NONE   EDUCATIONAL SCHOLARSHIPS 750
    JESSICA BRYANT
    1176 WICKER DRIVE
    COLONIAL HEIGHTS,VA23834     		NONE   EDUCATIONAL SCHOLARSHIPS 750
    HANNAH BURCH
    120 A LAKESIDE DRIVE
    COLONIAL HEIGHTS,VA23834     		NONE   EDUCATIONAL SCHOLARSHIPS 750
    JAMIE LAFOON
    19427 OXFORD LANE
    SUTHERLAND,VA23885     		NONE   EDUCATIONAL SCHOLARSHIPS 750
    NIKOLAS LETHCO
    23307 PEAR TREE LANE
    NORTH DINWIDDIE,VA23803     		NONE   EDUCATIONAL SCHOLARSHIPS 750
    KATHLEEN MCNINCH
    15101 SPRUCE AVENUE
    CHESTER,VA23836     		NONE   EDUCATIONAL SCHOLARSHIPS 750
    DOUGLAS NARROW
    248 PECAN TREE TERRACE
    COLONIAL HEIGHTS,VA23834     		NONE   EDUCATIONAL SCHOLARSHIPS 750
    ROBERT ELEY
    3616 LUNDIE LANE
    PETERSBURG,VA23805     		NONE   EDUCATIONAL SCHOLARSHIPS 1,000
    MATTHEW MEHFOUD
    131 DUNOON COURT
    COLONIAL HEIGHTS,VA23834     		NONE   EDUCATIONAL SCHOLARSHIPS 1,000
    HANNAH MILLIRONS
    19819 SHIPPINGS ROAD
    DEWITT,VA23840     		NONE   EDUCATIONAL SCHOLARSHIPS 1,000
    PAMELA RIDPATH
    1836 DUKE OF GLOUCESTER STREET
    COLONIAL HEIGHTS,VA23834     		NONE   EDUCATIONAL SCHOLARSHIPS 1,000
    JESSICA STUTZ
    512 EASTWIND COURT
    COLONIAL HEIGHTS,VA23834     		NONE   EDUCATIONAL SCHOLARSHIPS 1,000
    COLE WALKER
    17415 CHAMBERLANDS ROAD
    DINWIDDIE,VA23841     		NONE   EDUCATIONAL SCHOLARSHIPS 1,000
    AMANDA WHITLEY
    3310 SAINT CHARLES STREET
    HOPEWELL,VA23860     		NONE   EDUCATIONAL SCHOLARSHIPS 1,000
    JONATHAN HARTSON
    119 BRIARCLIFFE COURT
    COLONIAL HEIGHTS,VA23834     		NONE   EDUCATIONAL SCHOLARSHIPS 1,250
    KATHERINE LODEN
    5814 TROY LANE
    SUTHERLAND,VA23885     		NONE   EDUCATIONAL SCHOLARSHIPS 1,250
    HAILEY BENDALL
    7004 SEAL LANE
    DISPUTANTA,VA23842     		NONE   EDUCATIONAL SCHOLARSHIPS 1,500
    JACOB CROWDER
    3813 PERTHSHIRE LANE
    COLONIAL HEIGHTS,VA23834     		NONE   EDUCATIONAL SCHOLARSHIPS 1,500
    ALYSSA LIVELY
    4007 WOODCROFT DRIVE
    DISPUTANTA,VA23842     		NONE   EDUCATIONAL SCHOLARSHIPS 1,500
    KAYLEIGH MOORE
    5501 STATION ROAD
    SUTHERLAND,VA23885     		NONE   EDUCATIONAL SCHOLARSHIPS 1,500
    CHRISTOPHER RAKES
    6627 HAIR ROAD
    DISPUTANTA,VA23842     		NONE   EDUCATIONAL SCHOLARSHIPS 1,500
    ELIZABETH WILSON
    10749 BLAND RIDGE COURT
    PETERSBURG,VA23805     		NONE   EDUCATIONAL SCHOLARSHIPS 1,500
    MATTHEW CULBREATH
    7219 ANDERSON MILL ROAD
    CHURCH ROAD,VA23833     		NONE   EDUCATIONAL SCHOLARSHIPS 2,000
    HUNTER FRAKES
    12945 HATCHER DRIVE
    CHURCH ROAD,VA23833     		NONE   EDUCATIONAL SCHOLARSHIPS 2,000
    MARGARET GRAHAM
    402 HIGH STREET
    PETERSBURG,VA23803     		NONE   EDUCATIONAL SCHOLARSHIPS 2,000
    BRADEN JOHNSON
    4540 RIDGECREST LANE
    COLONIAL HEIGHTS,VA23834     		NONE   EDUCATIONAL SCHOLARSHIPS 2,000
    KAITLYN LEWIS
    10317 BOISSEAU ROAD
    SUTHERLAND,VA23885     		NONE   EDUCATIONAL SCHOLARSHIPS 2,000
    NOAH MURDOCK
    3648 HAWICK DRIVE
    COLONIAL HEIGHTS,VA23834     		NONE   EDUCATIONAL SCHOLARSHIPS 2,000
    BENJAMIN NAPIER
    209 NORWOOD DRIVE
    COLONIAL HEIGHTS,VA23834     		NONE   EDUCATIONAL SCHOLARSHIPS 2,000
    LINDSEY RICHARDSON
    5509 TRINITY CHURCH ROAD
    CHURCH ROAD,VA23833     		NONE   EDUCATIONAL SCHOLARSHIPS 2,000
    MEREDITH SHORT
    12148 WERTH STREET
    CHESTER,VA23831     		NONE   EDUCATIONAL SCHOLARSHIPS 2,000
    TYLER SPIERS
    21014 DOUBLE BRANCH ROAD
    STONY CREEK,VA23882     		NONE   EDUCATIONAL SCHOLARSHIPS 2,000
    MICHAELA STEVENS
    24620 SMITH GROVE ROAD
    NORTH DINWIDDIE,VA23803     		NONE   EDUCATIONAL SCHOLARSHIPS 2,000
    NATHAN WEST
    3119 TALLEYWOOD LANE
    CHESTER,VA23831     		NONE   EDUCATIONAL SCHOLARSHIPS 2,000
    SAVANNAH CREW
    319 YORKTOWN DRIVE
    COLONIAL HEIGHTS,VA23834     		NONE   EDUCATIONAL SCHOLARSHIPS 2,500
    Total .................................bullet 3a 124,300
    bApproved for future payment
    SYDNEY PETERSON
    337 MALLARD DRIVE
    COLONIAL HEIGHTS,VA23834     		NONE   EDUCATIONAL SCHOLARSHIPS 250
    ZACHARY ADAMS
    2091 EXETER MILL ROAD
    CHURCH ROAD,VA23833     		NONE   EDUCATIONAL SCHOLARSHIPS 750
    RICHARD BRIDE
    113 WATERCRESS COURT
    COLONIAL HEIGHTS,VA23834     		NONE   EDUCATIONAL SCHOLARSHIPS 750
    JACOB CROWDER
    3813 PERTHSHIRE LANE
    COLONIAL HEIGHTS,VA23834     		NONE   EDUCATIONAL SCHOLARSHIPS 750
    JONATHAN HARTSON
    119 BRIARCLIFFE COURT
    COLONIAL HEIGHTS,VA23834     		NONE   EDUCATIONAL SCHOLARSHIPS 750
    NIKOLAS LETHCO
    23307 PEAR TREE LANE
    NORTH DINWIDDIE,VA23803     		NONE   EDUCATIONAL SCHOLARSHIPS 750
    ALYSSA LIVELY
    4007 WOODCROFT DRIVE
    DISPUTANTA,VA23842     		NONE   EDUCATIONAL SCHOLARSHIPS 750
    KATHERINE LODEN
    5814 TROY LANE
    SUTHERLAND,VA23885     		NONE   EDUCATIONAL SCHOLARSHIPS 750
    KAYLEIGH MOORE
    5501 STATION ROAD
    SUTHERLAND,VA23885     		NONE   EDUCATIONAL SCHOLARSHIPS 750
    DOUGLAS NARROW
    248 PECAN TREE TERRACE
    COLONIAL HEIGHTS,VA23834     		NONE   EDUCATIONAL SCHOLARSHIPS 750
    CHRISTOPHER RAKES
    6627 HAIR ROAD
    DISPUTANTA,VA23842     		NONE   EDUCATIONAL SCHOLARSHIPS 750
    ELIZABETH WILSON
    10749 BLAND RIDGE COURT
    PETERSBURG,VA23805     		NONE   EDUCATIONAL SCHOLARSHIPS 750
    MATTHEW CULBREATH
    7219 ANDERSON MILL ROAD
    CHURCH ROAD,VA23833     		NONE   EDUCATIONAL SCHOLARSHIPS 1,000
    ROBERT ELEY
    3616 LUNDIE LANE
    PETERSBURG,VA23805     		NONE   EDUCATIONAL SCHOLARSHIPS 1,000
    HUNTER FRAKES
    12945 HATCHER DRIVE
    CHURCH ROAD,VA23833     		NONE   EDUCATIONAL SCHOLARSHIPS 1,000
    MARGARET GRAHAM
    402 HIGH STREET
    PETERSBURG,VA23803     		NONE   EDUCATIONAL SCHOLARSHIPS 1,000
    BRADEN JOHNSON
    4540 RIDGECREST LANE
    COLONIAL HEIGHTS,VA23834     		NONE   EDUCATIONAL SCHOLARSHIPS 1,000
    MATTHEW MEHFOUD
    131 DUNOON COURT
    COLONIAL HEIGHTS,VA23834     		NONE   EDUCATIONAL SCHOLARSHIPS 1,000
    HANNAH MILLIRONS
    19819 SHIPPINGS ROAD
    DEWITT,VA23840     		NONE   EDUCATIONAL SCHOLARSHIPS 1,000
    NOAH MURDOCK
    3648 HAWICK DRIVE
    COLONIAL HEIGHTS,VA23834     		NONE   EDUCATIONAL SCHOLARSHIPS 1,000
    BENJAMIN NAPIER
    209 NORWOOD DRIVE
    COLONIAL HEIGHTS,VA23834     		NONE   EDUCATIONAL SCHOLARSHIPS 1,000
    LINDSEY RICHARDSON
    5509 TRINITY CHURCH ROAD
    CHURCH ROAD,VA23833     		NONE   EDUCATIONAL SCHOLARSHIPS 1,000
    PAMELA RIDPATH
    1836 DUKE OF GLOUCESTER STREET
    COLONIAL HEIGHTS,VA23834     		NONE   EDUCATIONAL SCHOLARSHIPS 1,000
    MEREDITH SHORT
    12148 WERTH STREET
    CHESTER,VA23831     		NONE   EDUCATIONAL SCHOLARSHIPS 1,000
    TYLER SPIERS
    21014 DOUBLE BRANCH ROAD
    STONY CREEK,VA23882     		NONE   EDUCATIONAL SCHOLARSHIPS 1,000
    MICHAELA STEVENS
    24620 SMITH GROVE ROAD
    NORTH DINWIDDIE,VA23803     		NONE   EDUCATIONAL SCHOLARSHIPS 1,000
    JESSICA STUTZ
    512 EASTWIND COURT
    COLONIAL HEIGHTS,VA23834     		NONE   EDUCATIONAL SCHOLARSHIPS 1,000
    COLE WALKER
    17415 CHAMBERLANDS ROAD
    DINWIDDIE,VA23841     		NONE   EDUCATIONAL SCHOLARSHIPS 1,000
    NATHAN WEST
    3119 TALLEYWOOD LANE
    CHESTER,VA23831     		NONE   EDUCATIONAL SCHOLARSHIPS 1,000
    JILLIAN O'SHEA
    6248 GOSSAMER TERRACE
    MOSELEY,VA23120     		NONE   EDUCATIONAL SCHOLARSHIPS 1,500
    KAITLYN LEWIS
    10317 BOISSEAU ROAD
    SUTHERLAND,VA23885     		NONE   EDUCATIONAL SCHOLARSHIPS 2,000
    KATIE PETERSON
    337 MALLARD DRIVE
    COLONIAL HEIGHTS,VA23834     		NONE   EDUCATIONAL SCHOLARSHIPS 2,000
    AMANDA WHITLEY
    3310 SAINT CHARLES STREET
    HOPEWELL,VA23860     		NONE   EDUCATIONAL SCHOLARSHIPS 2,000
    JESSICA BRYANT
    1176 WICKER DRIVE
    COLONIAL HEIGHTS,VA23834     		NONE   EDUCATIONAL SCHOLARSHIPS 2,250
    MARK SMITH
    1568 BLACKSTONE ROAD
    KENBRIDGE,VA23944     		NONE   EDUCATIONAL SCHOLARSHIPS 3,000
    Total .................................bullet 3b 38,250
    Form 990-PF (2018)
    Form 990-PF (2018)
    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
    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 2  
    4 Dividends and interest from securities....     14 81,279  
    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.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 218,171  
    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).. 0 299,452 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    299,452
    (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 (2018)
    Form 990-PF (2018)
    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) (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) (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 (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 AccountingFeesSchedule
    Name:
    PETERSBURG METHODIST HOME FOR GIRLS
    EIN:
    54-0542500
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 4,400 2,261   2,139

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    PETERSBURG METHODIST HOME FOR GIRLS
    EIN:
    54-0542500
    Name of Bond End of Year Book Value End of Year Fair Market Value
    BONDS (BOND FUNDS) - UNRESTRICTED 417,810 400,267
    BONDS (BOND FUNDS) - RESTRICTED 529,441 509,022

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    PETERSBURG METHODIST HOME FOR GIRLS
    EIN:
    54-0542500
    Name of Stock End of Year Book Value End of Year Fair Market Value
    STOCKS (EQUITIES) - UNRESTRICTED 408,110 396,207
    BONDS (EQUITY FUNDS) - UNRESTRICTED 496,439 501,563
    STOCKS (EQUITIES) - RESTRICTED 383,590 373,331
    BONDS (EQUITY FUNDS) - RESTRICTED 520,381 520,560
    EXCHANGE TRADED FUNDS - UNRESTRICTED 75,263 60,222
    EXCHANGE TRADED FUNDS - RESTRICTED 60,211 48,178

    TY 2018 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 257 0   257
    BANK SERVICE CHARGES 55 0   55
    INSURANCE 1,099 0   1,099
    AWARDS 30 0   30


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    PETERSBURG METHODIST HOME FOR GIRLS
    EIN:
    54-0542500
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 10,078 10,078   0


    TY 2018 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
    FOREIGN TAXES 835 835   0
    FEDERAL ESTIMATED TAXES 348 0   0