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
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. 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$3,500,762J 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) 240,000
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...      
5a Gross rents............ 66,600 66,600 66,600
b Net rental income or (loss) 9,742
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 504,266 0 504,266
12 Total. Add lines 1 through 11........ 810,866 66,600 570,866
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 85,090 0 0 0
14 Other employee salaries and wages...... 255,953 0 0 0
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 37,073 3,708 3,708 0
c Other professional fees (attach schedule).... Click to see attachment 9,831 5,990 5,990 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 65,381 6,950 6,950 0
19 Depreciation (attach schedule) and depletion... Click to see attachment 114,494 28,738 114,494
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 346,290 11,472 11,472 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 914,112 56,858 142,614 0
25 Contributions, gifts, grants paid....... 0 0
26 Total expenses and disbursements. Add lines 24 and 25 914,112 56,858 142,614 0
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -103,246
b Net investment income (if negative, enter -0-) 9,742
c Adjusted net income (if negative, enter -0-)... 428,252
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............. 22,014 25,040 25,040
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet12,698
Less: allowance for doubtful accounts bullet   5,313 12,698 12,698
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.......... 170    
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 bullet1,633,386
Less: accumulated depreciation (attach schedule) bullet219,269 1,957,157 Click to see attachment1,414,117 1,414,117
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet2,715,117
Less: accumulated depreciation (attach schedule) bullet666,210 1,592,015 Click to see attachment2,048,907 2,048,907
15 Other assets (describe bullet) Click to see attachment1,015 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) 3,577,684 3,500,762 3,500,762
Liabilities 17 Accounts payable and accrued expenses.......... 27,939 38,660
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons 1,568,178 Click to see attachment1,568,178
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment13,015 Click to see attachment28,618
23 Total liabilities (add lines 17 through 22)......... 1,609,132 1,635,456
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.................. 1,968,552 1,865,306
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........    
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)..... 1,968,552 1,865,306
31 Total liabilities and net assets/fund balances (see instructions). 3,577,684 3,500,762
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
1,968,552
2
Enter amount from Part I, line 27a .....................
2
-103,246
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,865,306
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
1,865,306
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.)
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))
2017 0 1,651,324 0.000000
2016 0 1,935,228 0.000000
2015 0 8,150 0.000000
2014 0 25,788 0.000000
2013 0 34,827 0.000000
2
Total of line 1, column (d) .....................
2
0.000000
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
0.000000
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
1,200,893
5
Multiply line 4 by line 3......................
5
0
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
97
7
Add lines 5 and 6........................
7
97
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 (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 1 195
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........................... 3 195
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- ..... 5 195
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 0
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 0
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 195
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
     
    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 2018 or the taxable year beginning in 2018? See the 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 (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 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 —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
     
    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 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
     
     
    .........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
    DELMAR LEWIS CHAIRMAN
    3.00     		0 0 0
    5202 WINFIELD RD
    FAIRFAX,VA22030
    JAMES TAGGART ACTING EXECUTIVE DIRECTOR
    40.00     		50,530 0 0
    PO BOX 411
    WALLINGFORD,VT05773
    BRENDAN LEWIS TREASURER/SECRETARY
    3.00     		0 0 0
    5202 WINFIELD RD
    FAIRFAX,VA22030
    LINDA MARTIN BOARD MEMBER/FINANCIAL OFFICER
    20.00     		34,560 0 0
    1098 RYERS PLACE
    FAIRFAX,VA22032
    KAREN LEWIS BOARD MEMBER
    3.00     		0 0 0
    5202 WINFIELD RD
    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
    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
    JAMES TAGGART ACCOUNTING EXECUTIVE DIRECTOR 50,530
    PO BOX 411
    WALLINGFORD,VT05773
    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. 759,313
    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 (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
    0
    b
    Average of monthly cash balances.......................
    1b
    31,672
    c
    Fair market value of all other assets (see instructions)................
    1c
    1,187,509
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,219,181
    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
    1,219,181
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    18,288
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,200,893
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    60,045
    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
     
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
     
    b
    Income tax for 2018. (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 (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  
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only.......  
    b Total for prior years:20, 20, 20  
    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........  
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$  
    a Applied to 2017, 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 2018 distributable amount.....  
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2018.    
    (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 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		 
    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) .......     		 
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		 
    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
    60,045 82,566 0 0 142,611
    b 85% of line 2a ......... 51,038 70,181 0 0 121,219
    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 ...... 4,373,544 4,343,092 4,289,162 4,245,277 17,251,075
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		 3,627,829 3,142,467 2,787,790 4,177,392 13,735,478
    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) ....     		240,000 260,000 260,000 481,000 1,241,000
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		0 0 0 20,000 20,000
    (3) Largest amount of support
    from an exempt organization    		 0 0 0   0
    (4) Gross investment income 66,600 124,550 158,122   349,272
    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).)
    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 (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
    Total .................................bullet 3a 0
    bApproved for future payment
    Total .................................bullet 3b 0
    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
    aRESIDENT FEES         486,962
    bCOMMUNITY SERVICES         17,304
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16 9,742  
    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:          
    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 9,742 504,266
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    514,008
    (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 (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
    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 Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2018
    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 isn't covered by the General Rule and/or the Special Rules doesn't 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 doesn't 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) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) 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

    		$ 240,000


    (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) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    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) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    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) (2018)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2018 AccountingFeesSchedule
    Name:
    HOPEWELL HOUSE FOR INDEPENDENT LIVING
    EIN:
    11-3811184
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 33,365 0 0 0
    ACCOUNTING SERVICE 1,854 1,854 1,854 0
    PROFESSIONAL FEES 1,854 1,854 1,854 0
    PROFESSIONAL FEES 0 0 0 0
    PROFESSIONAL FEES 0 0 0 0

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

    TY 2018 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
    LUMBER FOR FENCE MWP SUPPLY 2008-12-31 13,556 12,204 SL 10.000000000000 1,352 0 1,352  
    FENCING 2008-12-31 1,419 1,278 SL 10.000000000000 141 0 141  
    FENCING 2008-12-31 1,610 1,449 SL 10.000000000000 161 0 161  
    IMPROVEMENT - BLUE 2009-08-21 44,922 9,600 SL 39.000000000000 1,152 0 1,152  
    IMPROVEMENT - MAIN 2009-08-21 15,124 3,233 SL 39.000000000000 388 388 388  
    CLAIRSTON CONSTRUCTION 2008-03-31 25,559 6,387 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 2,192 SL 39.000000000000 263 0 263  
    OUTSIDE CONTRACTOR-5300 MAIN 2009-08-21 51,142 15,500 SL 27.500000000000 1,860 1,860 1,860  
    BUILDING-5300 WINFIELD (MAIN HOUSE) 2009-08-21 382,036 116,346 SL 27.500000000000 13,892 13,892 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 96,957 SL 27.500000000000 11,577 0 11,577  
    OUTSIDE CONTRACTOR-5202 BLUE 2009-08-21 44,945 13,617 SL 27.500000000000 1,634 0 1,634  
    MATERIALS-FARM 2009-08-21 1,418 300 SL 39.000000000000 36 0 36  
    MATERIALS-5300 MAIN 2009-08-21 9,146 2,775 SL 27.500000000000 333 333 333  
    MATERIALS-5202 BLUE 2009-08-21 8,396 2,542 SL 27.500000000000 305 0 305  
    REPAIRS-5300 MAIN 2009-08-21 6,014 1,825 SL 27.500000000000 219 219 219  
    REPAIRS-5202 BLUE 2009-08-21 5,983 1,817 SL 27.500000000000 218 0 218  
    REPAIRS-FARM 2009-08-21 6,629 2,008 SL 27.500000000000 241 0 241  
    IMPROVEMENTS - BLUE 2009-10-01 6,148 1,848 SL 27.500000000000 224 0 224  
    IMPROVEMENTS - FARM 2009-10-01 134,654 40,400 SL 27.500000000000 4,897 0 4,897  
    IMPROVEMENTS- CUSTOM FENCE 2010-02-02 11,280 2,288 SL 39.000000000000 289 0 289  
    IMPROVEMENTS - VA WATER FILTRATION SYSTEM 2010-02-02 6,557 1,330 SL 39.000000000000 168 0 168  
    IMPROVEMENTS - CUSTOM FENCE 2010-03-05 20,000 4,018 SL 39.000000000000 513 0 513  
    IMPROVEMENTS - SAND CREEK POST & BEAM WIRE 2010-03-05 19,387 3,893 SL 39.000000000000 497 0 497  
    IMPROVEMENTS - VA WATER FILTRATION SYSTEM 2010-07-06 125 23 SL 39.000000000000 3 0 3  
    IMPROVEMENTS - VA WATER FILTRATION SYSTEM 2010-07-12 125 23 SL 39.000000000000 3 0 3  
    1 GATE OPERATOR - 5202 BLUE HOUSE 2010-09-23 3,850 3,850 SL 7.000000000000 0 0 0  
    CRYSTAL CLEAR WATER REPAIRS 2011-05-11 3,900 947 SL 27.500000000000 142 142 142  
    CRYSTAL CLEAR WATER REPAIRS 2011-05-11 3,900 947 SL 27.500000000000 12 12 12  
    BLUE HOUSE REPAIRS - BOYD 2011-10-31 3,500 783 SL 27.500000000000 127 0 127  
    COMPUTERS 2011-10-31 1,717 1,717 SL 5.000000000000 0 0 0  
    SECURITY GATE 2011-10-31 60,613 13,591 SL 27.500000000000 2,204 0 2,204  
    REPAIRS - RED BARN 2011-10-31 3,500 783 SL 27.500000000000 127 0 127  
    CLOSET - 5360 WINFIELD ROAD 2010-08-31 1,092 205 SL 39.000000000000 28 28 28  
    CLOSET - 5360 WINFIELD ROAD 2010-09-10 1,504 286 SL 39.000000000000 39 39 39  
    BUILDING - 5360 WINFIELD ROAD 2010-06-15 208,563 40,556 SL 39.000000000000 5,348 5,348 5,348  
    LAND - 5360 WINFIELD ROAD 2010-06-15 632,980   L   0 0 0  
    CRYSTAL CLEAR WATER REPAIRS - 5360 2011-05-11 3,900 947 SL 27.500000000000 142 142 142  
    REPAIRS - 5360 2011-10-31 12,780 2,867 SL 27.500000000000 465 465 465  
    WASHER & DRYER - POND HOUSE 2008-12-31 1,590 1,590 SL 7.000000000000 0 0 0  
    DISHWASHER - POND HOUSE 2008-06-16 920 920 SL 7.000000000000 0 0 0  
    DISHWASHER - POND HOUSE 2008-12-31 920 917 SL 7.000000000000 0 0 0  
    IMPROVEMENT - POND HOUSE 2009-08-31 6,637 1,914 SL 27.500000000000 20 20 20  
    OUTSIDE CONTRACTOR-5350 2009-08-21 100,068 30,325 SL 27.500000000000 303 303 303  
    LAND - 5350 WINFIELD (POND HOUSE) 2009-08-21 198,093   L   0 0 0  
    BUILDING - 5350 WINFIELD (POND HOUSE) 2009-08-21 297,139 90,492 SL 27.500000000000 900 900 900  
    MATERIALS - 5350 2009-08-21 18,242 5,553 SL 27.500000000000 55 55 55  
    REPAIRS - 5350 2009-08-21 2,630 800 SL 27.500000000000 8 8 8  
    CRYSTAL CLEAR WATER REPAIRS - 5350 2011-05-11 3,900 947 SL 27.500000000000 12 12 12  
    COOLING SYSTEM - 5350 2011-10-31 5,980 1,338 SL 27.500000000000 18 18 18  
    GOLF CART 2012-03-30 4,000 4,000 SL 5.000000000000 0 0 0  
    CROSS CUT SHREDDER 2013-04-10 1,207 1,145 SL 5.000000000000 62 0 62  
    MATTRESS 2013-09-01 830 719 SL 5.000000000000 111 111 111  
    IMPROVEMENT - 5360 CAMPBELL 2013-09-02 528 82 SL 27.500000000000 19 19 19  
    IMPROVEMENT - 5360 CAMPBELL 2013-09-05 5,727 901 SL 27.500000000000 208 208 208  
    IMPROVEMENT - 5360 CAMPBELL DECK REPAIR AND GRADING WORK 2013-12-23 2,045 296 SL 27.500000000000 74 74 74  
    IMPROVEMENT - 5360 CAMPBELL HAND RAIL 2013-12-27 2,371 344 SL 27.500000000000 86 86 86  
    IMPROVEMENT - 5202 BLUE 2013-05-31 5,708 953 SL 27.500000000000 208 0 208  
    IMPROVEMENT - SITE 2013-03-15 6,620 1,165 SL 27.500000000000 241 0 241  
    IMPROVEMENT - SITE 2013-06-05 4,000 665 SL 27.500000000000 145 0 145  
    GREENHOUSE COSTS 2013-12-23 65,851 5,064 SL 39.000000000000 1,688 0 1,688  
    2006 TOWN COUNTRY CHRYSLER MINIVAN 2013-06-29 7,544 6,790 SL 5.000000000000 754 0 754  
    WATER HEATER - MAIN HOUSE 2013-02-04 894 629 SL 7.000000000000 128 128 128  
    STORMWATER MANAGEMENT SYSTEM - FARM 2013-04-10 4,105 499 SL 39.000000000000 105 0 105  
    FURNACE - 5202 BLUE 2013-01-03 2,100 380 SL 27.500000000000 76 0 76  
    FARM - IMPROVEMENTS CHICKEN COUP 2014-02-02 837 329 SL 10.000000000000 84 0 84  
    FARM - IMPROVEMENTS MICROGREEN 2014-05-21 3,488 1,250 SL 10.000000000000 349 0 349  
    IMPROVEMENTS - 5350 POND HOUSE ROOF 2014-12-16 8,720 951 SL 27.500000000000 26 26 26  
    IMPROVEMENTS - 5360 CAMPBELL DECK STABILIZATION 2014-02-14 1,689 239 SL 27.500000000000 61 61 61  
    IMPROVEMENTS - 5202 BLUE HOUSE FLOOR 2014-05-12 1,365 183 SL 27.500000000000 50 0 50  
    IMPROVEMENTS - 5300 MAIN HOUSE HEATING OIL TANK 2014-06-20 6,800 865 SL 27.500000000000 247 247 247  
    DECK - 5202 BLUE 2015-09-08 2,263 191 SL 27.500000000000 82 0 82  
    OUTDOOR LIGHTS - 5202 BLUE 2015-09-14 650 303 SL 5.000000000000 130 0 130  
    HEAT REGISTERS - 5202 BLUE 2015-09-14 2,200 733 SL 7.000000000000 314 0 314  
    HEATING AND AC - 5202 BLUE 2015-11-06 7,877 2,438 SL 7.000000000000 1,125 0 1,125  
    WATER PUMP - 5202 BLUE 2015-07-15 2,000 715 SL 7.000000000000 286 0 286  
    ELECTRITY IMPROVEMENTS 2015-03-23 1,630 641 SL 7.000000000000 233 0 233  
    ROAD IMPROVEMENTS 2015-12-03 11,309 856 SL 27.500000000000 411 0 411  
    IMPROVEMENT - FARM 2016-10-25 2,500 106 SL 27.500000000000 91 0 91  
    IMPROVEMENT - POND HOUSE 2016-07-01 2,900 158 SL 27.500000000000 9 9 9  
    IMPROVEMENT - 5202 BLUE 2016-10-01 3,000 136 SL 27.500000000000 109 0 109  
    IMPROVEMENT - SITE 2016-01-01 2,468 180 SL 27.500000000000 90 0 90  
    GENERATOR REPAIR COSTS 2016-01-01 35,539 10,154 SL 7.000000000000 5,077 0 5,077  
    IMPROVEMENT - POND HOUSE 2016-01-01 1,252 92 SL 27.500000000000 4 4 4  
    IMPROVEMENT - 5360 CAMPBELL 2016-01-01 1,048 76 SL 27.500000000000 38 38 38  
    IMPROVEMENT - 5202 BLUE 2016-01-01 3,899 284 SL 27.500000000000 142 0 142  
    GREENHOUSE COSTS 2016-01-01 2,037 148 SL 27.500000000000 74 0 74  
    CLAIRSTON CONSTRUCTION -5290 WINFIELD RD 2010-02-02 1,296 261 SL 39.000000000000 33 0 33  
    CLAIRSTON CONSTRUCTION -5290 WINFIELD RD 2010-05-03 1,701 337 SL 39.000000000000 44 0 44  
    CLAIRSTON CONSTRUCTION -5290 WINFIELD RD 2010-05-03 42,466 8,349 SL 39.000000000000 1,089 0 1,089  
    SAND CREEK POST & BEAM WIRE -5290 WINFIELD RD 2010-05-20 13,073 2,541 SL 39.000000000000 335 0 335  
    SAND CREEK POST & BEAM WIRE -5290 WINFIELD RD 2010-06-22 4,000 772 SL 39.000000000000 103 0 103  
    CLAIRSTON CONSTRUCTION -5290 WINFIELD RD 2010-06-08 55,085 10,708 SL 39.000000000000 1,412 0 1,412  
    CLAIRSTON CONSTRUCTION -5290 WINFIELD RD 2010-07-02 54,631 10,507 SL 39.000000000000 1,401 0 1,401  
    CLAIRSTON CONSTRUCTION -5290 WINFIELD RD 2010-09-10 82,185 15,451 SL 39.000000000000 2,107 0 2,107  
    CLAIRSTON CONSTRUCTION -5290 WINFIELD RD 2010-09-21 26,688 4,959 SL 39.000000000000 684 0 684  
    CLAIRSTON CONSTRUCTION -5290 WINFIELD RD 2010-11-16 46,256 8,401 SL 39.000000000000 1,186 0 1,186  
    CLAIRSTON CONSTRUCTION -5290 WINFIELD RD 2010-12-07 26,293 4,774 SL 39.000000000000 674 0 674  
    1 GATE OPERATOR - 5290 NEW OFFICE BARN 2010-09-23 3,850 3,850 SL 7.000000000000 0 0 0  
    CLAIRSTONE CONSTRUCTION 2011-05-06 8,512 5,673 SL 10.000000000000 851 0 851  
    WIRING - RED AND BROWN BARN 2013-04-10 1,902 233 SL 39.000000000000 49 0 49  
    LAND - 5300 WINFIELD (MAIN HOUSE) 2009-08-21 254,691   L   0 0 0  
    FURNITURE - CARRIAGE 2017-05-14 4,724 630 SL 5.000000000000 945 0 945  
    DECORATOR - CARRIAGE 2017-06-23 1,700 170 SL 5.000000000000 340 0 340  
    FURNISHING - CARRIAGE 2017-07-02 1,455 146 SL 5.000000000000 291 0 291  
    IMPROVEMENT AC - 5360 CAMPBELL 2017-09-11 6,982 332 SL 7.000000000000 997 997 997  
    IMPROVEMENT AC - 5202 BLUE 2017-04-10 6,500 696 SL 7.000000000000 929 0 929  
    IMPROVEMENT ROOF - 5202 BLUE 2017-12-14 5,500 17 SL 27.500000000000 200 0 200  
    IMPROVEMENT AC - 5300 MAIN 2017-01-11 8,531 1,219 SL 7.000000000000 1,219 1,219 1,219  
    IMPROVEMENT AC - 5300 MAIN 2017-04-10 7,500 804 SL 7.000000000000 1,071 1,071 1,071  
    TOYOTA SIENNA 2017-04-28 23,392 3,119 SL 5.000000000000 4,678 0 4,678  
    FURNITURE - 5350 POND 2017-10-02 3,940 197 SL 5.000000000000 66 66 66  
    DECORATOR - 5350 POND 2017-10-04 1,400 70 SL 5.000000000000 23 23 23  
    FURNISHING - 5350 POND 2017-08-11 341 28 SL 5.000000000000 6 6 6  
    WATER HEATER - CARRIAGE HOUSE 2008-12-31 943 943 SL 7.000000000000 0 0 0  
    LAND-5250 WINFIELD (CARRIAGE HOUSE) 2009-08-21 141,495   L   0 0 0  
    BUILDING-5250 WINFIELD (CARRIAGE HOUSE) 2017-06-01 212,242 64,638 SL 27.500000000000 7,718 0 7,718  
    REPAIRS-5250 2017-06-01 7,705 2,333 SL 27.500000000000 280 0 280  
    IMPROVEMENTS - CARRIAGE 2017-06-01 56,157 16,847 SL 27.500000000000 2,042 0 2,042  
    CRYSTAL CLEAR WATER REPAIRS - 5250 2017-06-01 3,900 947 SL 27.500000000000 142 0 142  
    ROOF REPAIRS - 5250 2017-06-01 8,166 1,831 SL 27.500000000000 297 0 297  
    WINDOWS - 5250 2017-06-01 3,450 2,128 SL 10.000000000000 345 0 345  
    IMPROVEMENT - 5250 CARRIAGE HOUSE WATER HEATER 2017-06-01 1,048 736 SL 7.000000000000 150 0 150  
    IMPROVEMENTS - 5250 CARRIAGE WINDOWS 2017-06-01 35,830 4,886 SL 27.500000000000 1,303 0 1,303  
    FURNISHING - 5360 CAMPBELL 2018-11-29 1,530   SL 5.000000000000 26 26 26  
    FURNISHING - 5360 CAMPBELL 2018-11-02 2,539   SL 5.000000000000 85 85 85  
    FURNISHING - 5360 CAMPBELL 2018-11-10 1,500   SL 5.000000000000 50 50 50  
    IMPROVEMENT - FARM 2018-06-01 2,761   SL 27.500000000000 59 0 59  
    IMPROVEMENT ROOF - 5202 BLUE 2018-01-31 11,135   SL 27.500000000000 371 0 371  
    IMRROVEMENT BATH FITTERS - 5202 BLUE 2018-11-05 2,153   SL 27.500000000000 13 0 13  
    CRYSTAL CLEAR WATER REPAIRS - 5350 POND HOUSE 2018-02-01 3,900 959 SL 27.500000000000 130 0 130  
    WASHER & DRYER - POND HOUSE 2018-02-01 1,590 1,590 SL 7.000000000000 0 0 0  
    DISHWASHER - POND HOUSE 2018-02-01 920 920 SL 7.000000000000 0 0 0  
    DISHWASHER - POND HOUSE 2018-02-01 920 917 SL 7.000000000000 3 0 3  
    IMPROVEMENT - POND HOUSE 2018-02-01 6,637 1,934 SL 27.500000000000 221 0 221  
    OUTSIDE CONTRACTOR-5350 POND HOUSE 2018-02-01 100,068 30,628 SL 27.500000000000 3,336 0 3,336  
    LAND - 5350 WINFIELD (POND HOUSE) 2018-02-01 198,093   L   0 0 0  
    BUILDING - 5350 WINFIELD (POND HOUSE) 2018-02-01 297,139 91,392 SL 27.500000000000 9,905 0 9,905  
    MATERIALS - 5350 POND HOUSE 2018-02-01 18,242 5,608 SL 27.500000000000 608 0 608  
    REPAIRS - 5350 POUND HOUSE 2018-02-01 2,630 808 SL 27.500000000000 88 0 88  
    CRYSTAL CLEAR WATER REPAIRS - 5350 2018-02-01 3,900 959 SL 27.500000000000 130 0 130  
    COOLING SYSTEM - 5350 POND HOUSE 2018-02-01 5,980 1,356 SL 27.500000000000 199 0 199  
    IMPROVEMENTS - 5350 POND HOUSE ROOF 2018-02-01 8,720 977 SL 27.500000000000 291 0 291  
    IMPROVEMENT - POND HOUSE 2018-02-01 2,900 167 SL 27.500000000000 97 0 97  
    IMPROVEMENT - POND HOUSE 2018-02-01 1,252 96 SL 27.500000000000 42 0 42  
    FURNITURE - 5350 POND 2018-02-01 3,940 263 SL 5.000000000000 722 0 722  
    DECORATOR - 5350 POND 2018-02-01 1,400 93 SL 5.000000000000 257 0 257  
    FURNISHING - 5350 POND 2018-02-01 341 34 SL 5.000000000000 63 0 63  
    FURNISHING - 5350 POND 2018-02-28 1,029   SL 5.000000000000 172 0 172  
    FURNISHING - 5350 POND 2018-02-28 1,021   SL 5.000000000000 170 0 170  
    FURNISHING - 5350 POND 2018-03-02 1,820   SL 5.000000000000 303 0 303  
    DECORATOR - 5350 POND 2018-03-16 1,200   SL 5.000000000000 180 0 180  
    IMPROVEMENT - 5350 POND 2018-02-11 1,658   SL 27.500000000000 55 0 55  

    TY 2018 InvestmentsLandSchedule2
    Name:
    HOPEWELL HOUSE FOR INDEPENDENT LIVING
    EIN:
    11-3811184
    Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    IMPROVEMENT - MAIN 15,124 3,621 11,503  
    OUTSIDE CONTRACTOR-5300 MAIN 51,142 17,360 33,782  
    BUILDING-5300 WINFIELD (MAIN HOUSE) 382,036 130,238 251,798  
    MATERIALS-5300 MAIN 9,146 3,108 6,038  
    REPAIRS-5300 MAIN 6,014 2,044 3,970  
    CRYSTAL CLEAR WATER REPAIRS 3,900 1,089 2,811  
    CLOSET - 5360 WINFIELD ROAD 1,092 233 859  
    CLOSET - 5360 WINFIELD ROAD 1,504 325 1,179  
    BUILDING - 5360 WINFIELD ROAD 208,563 45,904 162,659  
    LAND - 5360 WINFIELD ROAD 632,980 0 632,980  
    CRYSTAL CLEAR WATER REPAIRS - 5360 3,900 1,089 2,811  
    REPAIRS - 5360 12,780 3,332 9,448  
    MATTRESS 830 830 0  
    IMPROVEMENT - 5360 CAMPBELL 528 101 427  
    IMPROVEMENT - 5360 CAMPBELL 5,727 1,109 4,618  
    IMPROVEMENT - 5360 CAMPBELL DECK REPAIR AND GRADING WORK 2,045 370 1,675  
    IMPROVEMENT - 5360 CAMPBELL HAND RAIL 2,371 430 1,941  
    WATER HEATER - MAIN HOUSE 894 757 137  
    IMPROVEMENTS - 5360 CAMPBELL DECK STABILIZATION 1,689 300 1,389  
    IMPROVEMENTS - 5300 MAIN HOUSE HEATING OIL TANK 6,800 1,112 5,688  
    IMPROVEMENT - 5360 CAMPBELL 1,048 114 934  
    LAND - 5300 WINFIELD (MAIN HOUSE) 254,691 0 254,691  
    IMPROVEMENT AC - 5360 CAMPBELL 6,982 1,329 5,653  
    IMPROVEMENT AC - 5300 MAIN 8,531 2,438 6,093  
    IMPROVEMENT AC - 5300 MAIN 7,500 1,875 5,625  
    FURNISHING - 5360 CAMPBELL 1,530 26 1,504  
    FURNISHING - 5360 CAMPBELL 2,539 85 2,454  
    FURNISHING - 5360 CAMPBELL 1,500 50 1,450  

    TY 2018 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 13,556 0  
    FENCING 1,419 1,419 0  
    FENCING 1,610 1,610 0  
    IMPROVEMENT - BLUE 44,922 10,752 34,170  
    CLAIRSTON CONSTRUCTION 25,559 7,042 18,517  
    COMPUTER 1,584 1,584 0  
    OUTSIDE CONTRACTOR-FARM 10,263 2,455 7,808  
    LAND-5202 WINFIELD (BLUE HOUSE) 212,242 0 212,242  
    BUILDING-5202 WINFIELD (BLUE HOUSE) 318,364 108,534 209,830  
    OUTSIDE CONTRACTOR-5202 BLUE 44,945 15,251 29,694  
    MATERIALS-FARM 1,418 336 1,082  
    MATERIALS-5202 BLUE 8,396 2,847 5,549  
    REPAIRS-5202 BLUE 5,983 2,035 3,948  
    REPAIRS-FARM 6,629 2,249 4,380  
    IMPROVEMENTS - BLUE 6,148 2,072 4,076  
    IMPROVEMENTS - FARM 134,654 45,297 89,357  
    IMPROVEMENTS- CUSTOM FENCE 11,280 2,577 8,703  
    IMPROVEMENTS - VA WATER FILTRATION SYSTEM 6,557 1,498 5,059  
    IMPROVEMENTS - CUSTOM FENCE 20,000 4,531 15,469  
    IMPROVEMENTS - SAND CREEK POST & BEAM WIRE 19,387 4,390 14,997  
    IMPROVEMENTS - VA WATER FILTRATION SYSTEM 125 26 99  
    IMPROVEMENTS - VA WATER FILTRATION SYSTEM 125 26 99  
    1 GATE OPERATOR - 5202 BLUE HOUSE 3,850 3,850 0  
    BLUE HOUSE REPAIRS - BOYD 3,500 910 2,590  
    COMPUTERS 1,717 1,717 0  
    SECURITY GATE 60,613 15,795 44,818  
    REPAIRS - RED BARN 3,500 910 2,590  
    GOLF CART 4,000 4,000 0  
    CROSS CUT SHREDDER 1,207 1,207 0  
    IMPROVEMENT - 5202 BLUE 5,708 1,161 4,547  
    IMPROVEMENT - SITE 6,620 1,406 5,214  
    IMPROVEMENT - SITE 4,000 810 3,190  
    GREENHOUSE COSTS 65,851 6,752 59,099  
    2006 TOWN COUNTRY CHRYSLER MINIVAN 7,544 7,544 0  
    STORMWATER MANAGEMENT SYSTEM - FARM 4,105 604 3,501  
    FURNACE - 5202 BLUE 2,100 456 1,644  
    FARM - IMPROVEMENTS CHICKEN COUP 837 413 424  
    FARM - IMPROVEMENTS MICROGREEN 3,488 1,599 1,889  
    IMPROVEMENTS - 5202 BLUE HOUSE FLOOR 1,365 233 1,132  
    DECK - 5202 BLUE 2,263 273 1,990  
    OUTDOOR LIGHTS - 5202 BLUE 650 433 217  
    HEAT REGISTERS - 5202 BLUE 2,200 1,047 1,153  
    HEATING AND AC - 5202 BLUE 7,877 3,563 4,314  
    WATER PUMP - 5202 BLUE 2,000 1,001 999  
    ELECTRITY IMPROVEMENTS 1,630 874 756  
    ROAD IMPROVEMENTS 11,309 1,267 10,042  
    IMPROVEMENT - FARM 2,500 197 2,303  
    IMPROVEMENT - 5202 BLUE 3,000 245 2,755  
    IMPROVEMENT - SITE 2,468 270 2,198  
    GENERATOR REPAIR COSTS 35,539 15,231 20,308  
    IMPROVEMENT - 5202 BLUE 3,899 426 3,473  
    GREENHOUSE COSTS 2,037 222 1,815  
    CLAIRSTON CONSTRUCTION -5290 WINFIELD RD 1,296 294 1,002  
    CLAIRSTON CONSTRUCTION -5290 WINFIELD RD 1,701 381 1,320  
    CLAIRSTON CONSTRUCTION -5290 WINFIELD RD 42,466 9,438 33,028  
    SAND CREEK POST & BEAM WIRE -5290 WINFIELD RD 13,073 2,876 10,197  
    SAND CREEK POST & BEAM WIRE -5290 WINFIELD RD 4,000 875 3,125  
    CLAIRSTON CONSTRUCTION -5290 WINFIELD RD 55,085 12,120 42,965  
    CLAIRSTON CONSTRUCTION -5290 WINFIELD RD 54,631 11,908 42,723  
    CLAIRSTON CONSTRUCTION -5290 WINFIELD RD 82,185 17,558 64,627  
    CLAIRSTON CONSTRUCTION -5290 WINFIELD RD 26,688 5,643 21,045  
    CLAIRSTON CONSTRUCTION -5290 WINFIELD RD 46,256 9,587 36,669  
    CLAIRSTON CONSTRUCTION -5290 WINFIELD RD 26,293 5,448 20,845  
    1 GATE OPERATOR - 5290 NEW OFFICE BARN 3,850 3,850 0  
    CLAIRSTONE CONSTRUCTION 8,512 6,524 1,988  
    WIRING - RED AND BROWN BARN 1,902 282 1,620  
    FURNITURE - CARRIAGE 4,724 1,575 3,149  
    DECORATOR - CARRIAGE 1,700 510 1,190  
    FURNISHING - CARRIAGE 1,455 437 1,018  
    IMPROVEMENT AC - 5202 BLUE 6,500 1,625 4,875  
    IMPROVEMENT ROOF - 5202 BLUE 5,500 217 5,283  
    TOYOTA SIENNA 23,392 7,797 15,595  
    WATER HEATER - CARRIAGE HOUSE 943 943 0  
    LAND-5250 WINFIELD (CARRIAGE HOUSE) 141,495 0 141,495  
    BUILDING-5250 WINFIELD (CARRIAGE HOUSE) 212,242 72,356 139,886  
    REPAIRS-5250 7,705 2,613 5,092  
    IMPROVEMENTS - CARRIAGE 56,157 18,889 37,268  
    CRYSTAL CLEAR WATER REPAIRS - 5250 3,900 1,089 2,811  
    ROOF REPAIRS - 5250 8,166 2,128 6,038  
    WINDOWS - 5250 3,450 2,473 977  
    IMPROVEMENT - 5250 CARRIAGE HOUSE WATER HEATER 1,048 886 162  
    IMPROVEMENTS - 5250 CARRIAGE WINDOWS 35,830 6,189 29,641  
    IMPROVEMENT - FARM 2,761 59 2,702  
    IMPROVEMENT ROOF - 5202 BLUE 11,135 371 10,764  
    IMRROVEMENT BATH FITTERS - 5202 BLUE 2,153 13 2,140  
    CRYSTAL CLEAR WATER REPAIRS - 5350 POND HOUSE 3,900 1,089 2,811  
    WASHER & DRYER - POND HOUSE 1,590 1,590 0  
    DISHWASHER - POND HOUSE 920 920 0  
    IMPROVEMENT - POND HOUSE 6,637 2,155 4,482  
    OUTSIDE CONTRACTOR-5350 POND HOUSE 100,068 33,964 66,104  
    LAND - 5350 WINFIELD (POND HOUSE) 198,093 0 198,093  
    BUILDING - 5350 WINFIELD (POND HOUSE) 297,139 101,297 195,842  
    MATERIALS - 5350 POND HOUSE 18,242 6,216 12,026  
    REPAIRS - 5350 POUND HOUSE 2,630 896 1,734  
    CRYSTAL CLEAR WATER REPAIRS - 5350 3,900 1,089 2,811  
    COOLING SYSTEM - 5350 POND HOUSE 5,980 1,555 4,425  
    IMPROVEMENTS - 5350 POND HOUSE ROOF 8,720 1,268 7,452  
    IMPROVEMENT - POND HOUSE 2,900 264 2,636  
    IMPROVEMENT - POND HOUSE 1,252 138 1,114  
    FURNITURE - 5350 POND 3,940 985 2,955  
    DECORATOR - 5350 POND 1,400 350 1,050  
    FURNISHING - 5350 POND 341 97 244  
    FURNISHING - 5350 POND 1,029 172 857  
    FURNISHING - 5350 POND 1,021 170 851  
    FURNISHING - 5350 POND 1,820 303 1,517  
    DECORATOR - 5350 POND 1,200 180 1,020  
    IMPROVEMENT - 5350 POND 1,658 55 1,603  


    TY 2018 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 2018 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
    EMPLOYEE ADVANCE 1,015 0 0


    TY 2018 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 199 0 0 0
    INSURANCE 29,818 0 0 0
    GROUP HOME - FOOD AND ENTERTAINMENT 35,807 0 0 0
    GROUP HOME - REPAIRS 19,011 0 0 0
    GROUP HOME - SUPPLIES 1,948 0 0 0
    GROUP HOME - UTILITIES 28,924 0 0 0
    GROUP HOME - FUEL 3,102 0 0 0
    GROUP HOME - MARKETING 43,992 0 0 0
    GROUP HOME - TRAVEL 9,073 0 0 0
    GROUP HOME - CONSULTING 88,821 0 0 0
    GROUP HOME - OTHER EXPENSES 1,381 0 0 0
    TELEPHONE 2,903 0 0 0
    BANK CHARGES 5,607 0 0 0
    WORKERS COMPENSATION 3,204 0 0 0
    LANDSCAPING 17,780 0 0 0
    MEMBERSHIPS AND DUES 174 0 0 0
    HIRING 774 0 0 0
    PRINTING AND COPYING 733 0 0 0
    CONTRACT SERVICES 23,964 0 0 0
    HEALTH INSURANCE 5,418 0 0 0
    OTHER EXPENSES 12,185 0 0 0
    FACILITIES AND EQUIPMENT MAINTENANCE 3,035 3,035 3,035 0
    OTHER PROFESSIONAL SERVICE FEE 213 213 213 0
    FACILITIES AND EQUIPMENT MAINTENANCE 8,011 8,011 8,011 0
    OTHER PROFESSIONAL SERVICE FEE 213 213 213 0
    FACILITIES AND EQUIPMENT MAINTENANCE 0 0 0 0
    INSURANCE EXPENSES 0 0 0 0
    FACILITIES AND EQUIPMENT MAINTENANCE 0 0 0 0
    INSURANCE EXPENSES 0 0 0 0


    TY 2018 OtherIncomeSchedule2
    Name:
    HOPEWELL HOUSE FOR INDEPENDENT LIVING
    EIN:
    11-3811184
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    RESIDENT FEES 486,962   486,962
    COMMUNITY SERVICES 17,304   17,304


    TY 2018 OtherLiabilitiesSchedule
    Name:
    HOPEWELL HOUSE FOR INDEPENDENT LIVING
    EIN:
    11-3811184
    Description Beginning of Year - Book Value End of Year - Book Value
    SECURITY DEPOSIT 10,100 3,500
    PAYROLL LIABILITIES 2,915 7,090
    LINE OF CREDIT 0 18,028


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    HOPEWELL HOUSE FOR INDEPENDENT LIVING
    EIN:
    11-3811184
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL 3,841 0 0 0
    CONTRACT/PROFESSIONAL SERVICE 2,995 2,995 2,995 0
    CONTRACT/PROFESSIONAL SERVICE 2,995 2,995 2,995 0
    CONTRACT/PROFESSIONAL SERVICE 0 0 0 0
    CONTRACT/PROFESSIONAL SERVICE 0 0 0 0


    TY 2018 TaxesSchedule
    Name:
    HOPEWELL HOUSE FOR INDEPENDENT LIVING
    EIN:
    11-3811184
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAXES 30,628 0 0 0
    REAL ESTATE 27,803 0 0 0
    REAL ESTATE TAXES 3,475 3,475 3,475 0
    REAL ESTATE TAXES 3,475 3,475 3,475 0
    REAL ESTATE TAXES 0 0 0 0
    REAL ESTATE TAXES 0 0 0 0