-
TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
19
Open to Public Inspection
For calendar year 2019, or tax year beginning
01-01-2019
, and ending
12-31-2019
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
,
VA
238051688
A Employer identification number
54-0542500
B
Telephone number (see instructions)
(804) 732-0788
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
3,190,583
J
Accounting method:
Cash
Accrual
Other (specify)
(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)
1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
.............
3
Interest on savings and temporary cash investments
2
2
4
Dividends and interest from securities
...
88,416
88,416
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
13,288
b
Gross sales price for all assets on line 6a
569,137
7
Capital gain net income (from Part IV, line 2)
...
13,288
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
........
101,706
101,706
13
Compensation of officers, directors, trustees, etc.
0
0
0
14
Other employee salaries and wages
......
4,800
0
4,800
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
b
Accounting fees (attach schedule)
.......
4,500
2,250
2,250
c
Other professional fees (attach schedule)
....
9,644
9,644
0
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
6,572
991
880
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
312
0
312
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
1,306
0
1,306
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
27,134
12,885
9,548
25
Contributions, gifts, grants paid
.......
136,600
136,600
26
Total expenses and disbursements.
Add lines 24 and 25
163,734
12,885
146,148
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-62,028
b
Net investment income
(if negative, enter -0-)
88,821
c
Adjusted net income
(if negative, enter -0-)
...
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
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
1
Cash—non-interest-bearing
.............
2
Savings and temporary cash investments
.........
52,923
55,483
55,483
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
Less: allowance for doubtful accounts
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)
Less: allowance for doubtful accounts
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)
.......
1,943,994
1,848,284
2,137,047
c
Investments—corporate bonds (attach schedule)
.......
947,251
977,862
998,053
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
2,944,168
2,881,629
3,190,583
17
Accounts payable and accrued expenses
..........
604
93
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
)
23
Total liabilities
(add lines 17 through 22)
.........
604
93
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
2,943,564
2,881,536
27
Paid-in or capital surplus, or land, bldg., and equipment fund
0
0
28
Retained earnings, accumulated income, endowment, or other funds
0
0
29
Total net assets or fund balances
(see instructions)
.....
2,943,564
2,881,536
30
Total liabilities and net assets/fund balances
(see instructions)
.
2,944,168
2,881,629
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 29 (must agree with end-of-year figure reported on prior year’s return)
...............
1
2,943,564
2
Enter amount from Part I, line 27a
.....................
2
-62,028
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3
..........................
4
2,881,536
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
2,881,536
Form
990-PF
(2019)
Form 990-PF (2019)
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 ALLERGAN PLC
P
2019-06-24
2019-11-22
b
10SHS APPLE INC: AAPL
P
2019-06-24
2019-12-16
c
75SHS APPLIED MATERIALS: AMAT
P
2018-08-17
2019-02-01
d
25SHS APPLIED MATERIALS: AMAT
P
2018-08-17
2019-07-23
e
25SHS APPLIED MATERIALS: AMAT
P
2018-08-30
2019-07-23
10SHS APPLIED MATERIALS: AMAT
P
2018-08-30
2019-08-07
15SHS APPLIED MATERIALS: AMAT
P
2018-09-06
2019-08-07
40SHS APPLIED MATERIALS: AMAT
P
2019-05-24
2019-12-16
50SHS ARAMARK: ARMK
P
2019-06-24
2019-08-13
75SHS BANK OF AMERICA CORP: BAC
P
2019-05-24
2019-11-18
50SHS BANK OF AMERICA CORP: BAC
P
2019-06-24
2019-11-18
75SHS BAYER AG
P
2018-08-16
2019-01-08
50SHS BAYER AG
P
2018-09-06
2019-01-08
50SHS BAYER AG
P
2018-08-16
2019-03-04
75SHS BAYER AG
P
2018-08-16
2019-03-05
50SHS BAYER AG
P
2018-09-11
2019-04-08
50SHS BAYER AG
P
2018-10-05
2019-04-08
75SHS BAYER AG
P
2018-11-15
2019-04-08
50SHS CDK GLOBAL INC: CDK
P
2018-11-05
2019-08-28
50SHS CDK GLOBAL INC: CDK
P
2018-11-01
2019-10-07
25SHS CDK GLOBAL INC: CDK
P
2018-11-01
2019-10-11
25SHS CDK GLOBAL INC: CDK
P
2018-11-14
2019-10-11
25SHS CDK GLOBAL INC: CDK
P
2018-11-14
2019-10-23
25SHS CDK GLOBAL INC: CDK
P
2019-06-24
2019-12-12
25SHS CELGENE CORP: CELG
P
2018-03-16
2019-01-03
25SHS CELGENE CORP: CELG
P
2018-02-28
2019-01-04
10SHS CIGNA CORP: CI
P
2019-06-24
2019-07-15
25SHS COMCAST CORP
P
2018-02-28
2019-02-26
50SHS COMCAST CORP
P
2019-06-24
2019-08-08
50SHS DISCOVERY INC
P
2019-06-24
2019-07-05
125SHS ECHOSTAR CORP
P
2018-11-08
2019-07-29
75SHS EQT CORP: EQT
P
2018-11-20
2019-09-26
75SHS EQT CORP: EQT
P
2018-11-26
2019-09-26
0.72SHS EXPEDIA GROUP INC
P
2019-06-24
2019-07-30
251SHS ISHARES RUSSELL 2000
P
2019-06-24
2019-12-04
50SHS KRAFT HEINZ CO
P
2019-02-26
2019-10-31
50SHS LIBERTY EXPEDIA HOLDIXXXMANDATORY
P
2018-10-05
2019-07-29
25SHS LIBERTY EXPEDIA HOLDIXXXMANDATORY
P
2019-06-24
2019-07-29
25SHS MOHAWK INDUSTRIES
P
2018-11-19
2019-03-25
50SHS NIELSEN HOLDINGS PLC
P
2018-09-25
2019-07-29
50SHS NIELSEN HOLDINGS PLC
P
2018-09-25
2019-07-30
50SHS NIELSEN HOLDINGS PLC
P
2018-11-13
2019-08-26
100SHS P G & E CORP: PCG
P
2018-05-21
2019-01-28
25SHS P G & E CORP: PCG
P
2018-06-05
2019-01-28
25SHS P G & E CORP: PCG
P
2018-06-13
2019-01-28
25SHS P G & E CORP: PCG
P
2018-06-13
2019-02-21
50SHS P G & E CORP: PCG
P
2018-11-14
2019-02-21
100SHS P G & E CORP: PCG
P
2018-11-14
2019-04-08
25SHS PEPSICO INC: PEP
P
2018-08-28
2019-05-21
10SHS PEPSICO INC: PEP
P
2018-10-05
2019-06-14
15SHS PEPSICO INC: PEP
P
2018-10-05
2019-06-24
50SHS PPL CORP: PPL
P
2019-06-24
2019-10-23
25SHS SOUTHWEST AIRLINES: LUV
P
2018-01-25
2019-01-04
25SHS THE COCA-COLA CO: KO
P
2019-05-24
2019-06-14
10SHS THE COCA-COLA CO: KO
P
2019-02-21
2019-07-03
15SHS THE COCA-COLA CO: KO
P
2019-02-21
2019-07-23
65SHS WALGREENS BOOTS ALLI: WBA
P
2018-08-13
2019-01-14
10SHS WILLIS TOWERS WATSON P F: WLTW
P
2018-03-27
2019-01-07
15SHS WILLIS TOWERS WATSON P F: WLTW
P
2018-09-18
2019-02-11
15SHS ALLERGAN PLC
P
2016-04-26
2019-01-22
10SHS ALLERGAN PLC
P
2016-05-04
2019-01-22
15SHS ALLERGAN PLC
P
2016-12-13
2019-11-13
10SHS ALLERGAN PLC
P
2017-09-21
2019-11-13
10SHS ALLERGAN PLC
P
2016-12-13
2019-11-22
10SHS APPLE INC: AAPL
P
2016-03-31
2019-12-16
5SHS APPLE INC: AAPL
P
2016-06-13
2019-12-16
10SHS APPLIED MATERIALS: AMAT
P
2018-09-06
2019-12-16
50SHS BANK OF AMERICA CORP: BAC
P
2018-01-19
2019-08-07
25SHS BERKSHIRE HATHAWAY
P
2017-07-24
2019-01-08
10SHS BERKSHIRE HATHAWAY
P
2016-11-09
2019-05-24
25SHS CDK GLOBAL INC: CDK
P
2018-11-29
2019-12-12
25SHS CDK GLOBAL INC: CDK
P
2018-12-04
2019-12-12
25SHS CELGENE CORP: CELG
P
2018-02-28
2019-08-26
25SHS CELGENE CORP: CELG
P
2018-03-27
2019-08-26
25SHS CELGENE CORP: CELG
P
2018-05-21
2019-11-14
25SHS CELGENE CORP: CELG
P
2018-11-14
2019-11-18
8.915SHS CIGNA CORP: CI
P
2017-04-27
2019-02-07
6.085SHS CIGNA CORP: CI
P
2017-08-16
2019-02-07
10SHS CIGNA CORP: CI
P
2016-03-31
2019-07-15
1.745SHS CIGNA CORP: CI
P
2016-10-31
2019-07-15
3.255SHS CIGNA CORP: CI
P
2017-04-27
2019-07-15
50SHS CISCO SYSTEMS INC: CSCO
P
2016-03-31
2019-03-18
50SHS CISCO SYSTEMS INC: CSCO
P
2016-03-31
2019-04-22
50SHS COMCAST CORP
P
2018-02-28
2019-03-08
25SHS COMCAST CORP
P
2018-02-28
2019-04-22
25SHS COMCAST CORP
P
2017-10-31
2019-08-08
25SHS CVS HEALTH CORP: CVS
P
2016-11-30
2019-08-26
50SHS DISCOVERY INC
P
2018-05-18
2019-06-18
50SHS DISCOVERY INC
P
2018-04-03
2019-07-09
25SHS DISH NETWORK CORP
P
2017-11-08
2019-05-24
50SHS DISH NETWORK CORP
P
2017-12-08
2019-05-24
25SHS DISH NETWORK CORP
P
2017-12-08
2019-05-31
25SHS DISH NETWORK CORP
P
2018-02-02
2019-05-31
25SHS DISH NETWORK CORP
P
2018-01-01
2019-09-25
25SHS DISH NETWORK CORP
P
2018-02-26
2019-09-25
0.8213SHS DISH NETWORK CORP 19 RTSRIGHTS
P
2018-02-02
2019-12-03
2.7063SHS DISH NETWORK CORP 19 RTSRIGHTS
P
2018-02-08
2019-12-03
4.0595SHS DISH NETWORK CORP 19 RTSRIGHTS
P
2018-03-26
2019-12-03
2.7063SHS DISH NETWORK CORP 19 RTSRIGHTS
P
2018-05-09
2019-12-03
2.7063SHS DISH NETWORK CORP 19 RTSRIGHTS
P
2018-05-15
2019-12-03
0.5318SHS DISH NETWORK CORP 19 RTSRIGHTS EXP
P
2018-02-02
2019-11-25
5SHS FIRSTENERGY CORP: FE
P
2017-01-11
2019-09-25
45SHS FIRSTENERGY CORP: FE
P
2017-04-20
2019-09-25
25SHS GILEAD SCIENCES INC: GILD
P
2016-03-31
2019-10-09
448SHS ISHARES RUSSELL 2000
P
2018-06-27
2019-12-04
52SHS LIBERTY EXPEDIA HOLDIXXXMANDATORY
P
2016-03-31
2019-07-29
50SHS LIBERTY EXPEDIA HOLDIXXXMANDATORY
P
2017-03-23
2019-07-29
25SHS LIBERTY EXPEDIA HOLDIXXXMANDATORY
P
2017-03-28
2019-07-29
50SHS LIBERTY EXPEDIA HOLDIXXXMANDATORY
P
2018-02-09
2019-07-29
35SHS NEWS CORP
P
2016-03-31
2019-10-02
40SHS NEWS CORP
P
2016-08-03
2019-10-02
165SHS NIELSEN HOLDINGS PLC
P
2018-09-10
2019-09-13
25SHS ORACLE CORP: ORCL
P
2017-09-18
2019-03-18
25SHS ORACLE CORP: ORCL
P
2018-03-20
2019-04-24
50SHS ORACLE CORP: ORCL
P
2016-03-31
2019-06-20
75SHS ORACLE CORP: ORCL
P
2016-03-31
2019-06-24
10SHS PEPSICO INC: PEP
P
2018-06-01
2019-06-24
40SHS PEPSICO INC: PEP
P
2018-06-01
2019-08-29
75SHS PPL CORP: PPL
P
2016-12-02
2019-02-01
20SHS PPL CORP: PPL
P
2016-12-02
2019-10-23
5SHS PPL CORP: PPL
P
2018-01-08
2019-10-23
20SHS QUALCOMM INC: QCOM
P
2017-09-08
2019-02-26
25SHS QUALCOMM INC: QCOM
P
2016-03-31
2019-05-24
50SHS TARGET CORP: TGT
P
2017-06-16
2019-04-08
5SHS TARGET CORP: TGT
P
2017-06-20
2019-04-08
25SHS THE COCA-COLA CO: KO
P
2016-03-31
2019-06-14
25SHS THE COCA-COLA CO: KO
P
2016-03-31
2019-06-24
15SHS THE COCA-COLA CO: KO
P
2016-03-31
2019-07-03
35SHS THE COCA-COLA CO: KO
P
2018-04-25
2019-07-23
25SHS VERIZON COMMUNICATN: VZ
P
2016-03-31
2019-02-26
25SHS VERIZON COMMUNICATN: VZ
P
2016-03-31
2019-03-22
15SHS WILLIS TOWERS WATSON P F: WLTW
P
2018-01-05
2019-01-07
25SHS WILLIS TOWERS WATSON P F: WLTW
P
2018-01-05
2019-01-25
10SHS WILLIS TOWERS WATSON P F: WLTW
P
2018-01-05
2019-02-11
25SHS A T & T INC: T
P
2019-05-24
2019-11-11
25SHS A T & T INC: T
P
2019-06-24
2019-11-11
25SHS ALLERGAN PLC
P
2019-06-24
2019-11-22
10SHS APPLE INC: AAPL
P
2019-06-24
2019-12-16
25SHS APPLIED MATERIALS: AMAT
P
2018-08-17
2019-07-23
25SHS APPLIED MATERIALS: AMAT
P
2018-08-17
2019-08-07
25SHS ARAMARK: ARMK
P
2019-06-24
2019-10-16
25SHS BANK OF AMERICA CORP: BAC
P
2019-03-25
2019-11-18
75SHS BAYER AG
P
2018-08-16
2019-01-08
50SHS BAYER AG
P
2018-09-06
2019-01-08
75SHS BAYER AG
P
2018-08-16
2019-03-04
75SHS BAYER AG
P
2018-08-16
2019-03-05
75SHS BAYER AG
P
2018-10-05
2019-04-08
100SHS BAYER AG
P
2018-11-15
2019-04-08
25SHS CDK GLOBAL INC: CDK
P
2018-11-01
2019-08-28
25SHS CDK GLOBAL INC: CDK
P
2018-11-05
2019-08-28
50SHS CDK GLOBAL INC: CDK
P
2018-11-01
2019-10-07
25SHS CDK GLOBAL INC: CDK
P
2018-11-01
2019-10-11
25SHS CDK GLOBAL INC: CDK
P
2018-11-14
2019-10-23
25SHS CELGENE CORP: CELG
P
2018-02-28
2019-01-03
25SHS CELGENE CORP: CELG
P
2018-03-16
2019-01-03
25SHS CELGENE CORP: CELG
P
2018-02-28
2019-01-04
25SHS CIGNA CORP: CI
P
2019-06-24
2019-07-15
25SHS COMCAST CORP
P
2018-03-13
2019-02-26
25SHS COMCAST CORP
P
2018-03-13
2019-03-08
50SHS COMCAST CORP
P
2019-06-24
2019-08-07
25SHS DISCOVERY INC
P
2019-03-25
2019-06-18
50SHS DISCOVERY INC
P
2019-06-24
2019-07-05
125SHS ECHOSTAR CORP
P
2018-11-08
2019-07-29
50SHS EQT CORP: EQT
P
2018-11-20
2019-09-26
75SHS EQT CORP: EQT
P
2018-11-26
2019-09-26
50SHS FIRSTENERGY CORP: FE
P
2019-06-24
2019-09-25
75SHS KRAFT HEINZ CO: KHC
P
2019-02-26
2019-10-31
75SHS LIBERTY EXPEDIA HOLDIXXXMANDATORY
P
2018-10-05
2019-07-29
25SHS LIBERTY MEDIA CORP
P
2019-06-24
2019-11-11
50SHS MOHAWK INDUSTRIES: MHK
P
2018-11-19
2019-03-25
50SHS NIELSEN HOLDINGS PLC
P
2018-09-25
2019-07-29
50SHS NIELSEN HOLDINGS PLC
P
2018-09-25
2019-07-30
50SHS NIELSEN HOLDINGS PLC
P
2018-11-13
2019-08-26
50SHS ORACLE CORP: ORCL
P
2018-06-20
2019-04-24
100SHS P G & E CORP: PCG
P
2018-05-21
2019-01-28
25SHS P G & E CORP: PCG
P
2018-06-05
2019-01-28
50SHS P G & E CORP: PCG
P
2018-06-13
2019-02-21
50SHS P G & E CORP: PCG
P
2018-11-14
2019-02-21
100SHS P G & E CORP: PCG
P
2018-11-14
2019-04-08
25SHS PEPSICO INC: PEP
P
2018-08-28
2019-05-21
10SHS PEPSICO INC: PEP
P
2018-10-05
2019-06-14
15SHS PEPSICO INC: PEP
P
2018-10-05
2019-06-24
25SHS PPL CORP: PPL
P
2019-06-24
2019-10-23
25SHS PPL CORP: PPL
P
2019-06-24
2019-11-07
50SHS SOUTHWEST AIRLINES: LUV
P
2018-01-25
2019-01-04
35SHS THE COCA-COLA CO: KO
P
2019-05-24
2019-06-14
5SHS THE COCA-COLA CO: KO
P
2019-03-25
2019-07-23
60SHS WALGREENS BOOTS ALLI: WBA
P
2018-08-13
2019-01-14
25SHS WILLIS TOWERS WATSON P F: WLTW
P
2018-01-26
2019-01-07
10SHS WILLIS TOWERS WATSON P F: WLTW
P
2018-03-27
2019-01-25
15SHS WILLIS TOWERS WATSON P F: WLTW
P
2018-09-18
2019-02-11
25SHS ALLERGAN PLC
P
2016-12-13
2019-01-22
25SHS ALLERGAN PLC
P
2018-04-27
2019-11-11
25SHS ALLERGAN PLC
P
2018-05-25
2019-11-13
15SHS APPLE INC: AAPL
P
2016-03-31
2019-12-16
50SHS APPLIED MATERIALS: AMAT
P
2018-08-17
2019-12-16
50SHS BANK OF AMERICA CORP: BAC
P
2018-01-19
2019-08-07
25SHS BANK OF AMERICA CORP: BAC
P
2017-11-14
2019-11-18
50SHS BANK OF AMERICA CORP: BAC
P
2018-06-27
2019-11-18
5SHS BERKSHIRE HATHAWAY
P
2016-11-09
2019-05-24
20SHS BERKSHIRE HATHAWAY
P
2018-01-26
2019-05-24
25SHS CDK GLOBAL INC: CDK
P
2018-11-14
2019-12-12
75SHS CDK GLOBAL INC: CDK
P
2018-12-04
2019-12-12
25SHS CELGENE CORP: CELG
P
2018-03-27
2019-08-26
25SHS CELGENE CORP: CELG
P
2018-05-21
2019-11-14
50SHS CELGENE CORP: CELG
P
2018-11-14
2019-11-18
5SHS CIGNA CORP: CI
P
2016-03-31
2019-07-15
1.745SHS CIGNA CORP: CI
P
2016-10-31
2019-07-15
6.085SHS CIGNA CORP: CI
P
2017-04-27
2019-07-15
6.085SHS CIGNA CORP: CI
P
2017-05-16
2019-07-15
6.085SHS CIGNA CORP: CI
P
2017-08-16
2019-07-15
25SHS CISCO SYSTEMS INC: CSCO
P
2016-03-31
2019-02-26
50SHS CISCO SYSTEMS INC: CSCO
P
2016-03-31
2019-03-18
50SHS CISCO SYSTEMS INC: CSCO
P
2016-03-31
2019-04-22
25SHS COMCAST CORP
P
2018-02-28
2019-03-08
25SHS COMCAST CORP
P
2018-02-28
2019-04-22
25SHS COMCAST CORP
P
2018-02-28
2019-08-07
25SHS CVS HEALTH CORP: CVS
P
2018-01-26
2019-02-07
25SHS CVS HEALTH CORP: CVS
P
2016-11-30
2019-08-08
25SHS CVS HEALTH CORP: CVS
P
2017-02-03
2019-08-26
25SHS DISCOVERY INC
P
2018-05-18
2019-06-18
25SHS DISCOVERY INC
P
2018-04-03
2019-07-09
25SHS DISCOVERY INC
P
2018-05-18
2019-07-09
50SHS DISCOVERY INC
P
2018-04-03
2019-10-02
50SHS DISH NETWORK CORP
P
2017-11-08
2019-05-24
75SHS DISH NETWORK CORP
P
2017-12-08
2019-05-31
3.1745SHS DISH NETWORK CORP 19 RTSRIGHTS
P
2018-01-26
2019-12-03
2.7063SHS DISH NETWORK CORP 19 RTSRIGHTS
P
2018-02-08
2019-12-03
2.7063SHS DISH NETWORK CORP 19 RTSRIGHTS
P
2018-03-26
2019-12-03
2.7063SHS DISH NETWORK CORP 19 RTSRIGHTS
P
2018-05-09
2019-12-03
2.7063SHS DISH NETWORK CORP 19 RTSRIGHTS
P
2018-05-11
2019-12-03
0.8849SHS DISH NETWORK CORP 19 RTSRIGHTS EXP
P
2018-01-26
2019-11-25
0.6SHS EXPEDIA GROUP INC.: EXPE
P
2018-01-26
2019-07-30
295SHS ISHARES RUSSELL 2000
P
2018-06-27
2019-07-18
60SHS LIBERTY EXPEDIA HOLDIXXXMANDATORY
P
2016-03-31
2019-07-29
50SHS LIBERTY EXPEDIA HOLDIXXXMANDATORY
P
2017-03-23
2019-07-29
25SHS LIBERTY EXPEDIA HOLDIXXXMANDATORY
P
2017-03-28
2019-07-29
25SHS LIBERTY EXPEDIA HOLDIXXXMANDATORY
P
2018-01-26
2019-07-29
40SHS NEWS CORP
P
2016-03-31
2019-10-02
35SHS NEWS CORP
P
2016-08-03
2019-10-02
175SHS NIELSEN HOLDINGS PLC
P
2018-09-10
2019-09-13
25SHS ORACLE CORP: ORCL
P
2017-09-18
2019-03-18
50SHS ORACLE CORP: ORCL
P
2016-03-31
2019-06-20
70SHS ORACLE CORP: ORCL
P
2016-03-31
2019-06-24
10SHS PEPSICO INC: PEP
P
2018-06-01
2019-06-24
25SHS PEPSICO INC: PEP
P
2018-06-01
2019-08-13
15SHS PEPSICO INC: PEP
P
2018-06-01
2019-08-29
25SHS PPL CORP: PPL
P
2016-03-31
2019-02-01
25SHS PPL CORP: PPL
P
2016-12-02
2019-02-01
25SHS PPL CORP: PPL
P
2016-12-05
2019-02-01
25SHS PPL CORP: PPL
P
2016-12-02
2019-10-23
50SHS PPL CORP: PPL
P
2018-01-26
2019-10-23
25SHS PPL CORP: PPL
P
2018-01-08
2019-11-07
5SHS QUALCOMM INC: QCOM
P
2016-03-31
2019-04-16
20SHS QUALCOMM INC: QCOM
P
2017-09-08
2019-04-16
25SHS QUALCOMM INC: QCOM
P
2016-03-31
2019-05-24
50SHS TARGET CORP: TGT
P
2017-06-16
2019-04-08
10SHS TARGET CORP: TGT
P
2017-06-20
2019-04-08
40SHS THE COCA-COLA CO: KO
P
2016-03-31
2019-06-14
25SHS THE COCA-COLA CO: KO
P
2016-03-31
2019-06-24
25SHS THE COCA-COLA CO: KO
P
2016-03-31
2019-07-03
45SHS THE COCA-COLA CO: KO
P
2016-03-31
2019-07-23
25SHS VERIZON COMMUNICATN: VZ
P
2016-03-31
2019-02-26
25SHS VERIZON COMMUNICATN: VZ
P
2016-03-31
2019-03-22
15SHS WILLIS TOWERS WATSON P F: WLTW
P
2018-01-05
2019-01-25
10SHS WILLIS TOWERS WATSON P F: WLTW
P
2018-01-05
2019-02-11
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
4,593
3,254
1,339
b
2,802
1,991
811
c
2,965
3,301
-336
d
1,274
1,100
174
e
1,274
1,089
185
463
436
27
694
612
82
2,416
1,595
821
1,916
1,720
196
2,470
2,120
350
1,647
1,402
245
1,405
1,647
-242
936
1,101
-165
1,018
1,098
-80
1,538
1,647
-109
861
1,027
-166
861
1,081
-220
1,291
1,365
-74
2,113
2,881
-768
2,244
2,876
-632
1,160
1,438
-278
1,160
1,263
-103
1,226
1,263
-37
1,367
1,221
146
2,031
2,264
-233
2,125
2,200
-75
1,777
1,610
167
961
916
45
2,114
2,185
-71
1,427
1,432
-5
5,809
4,536
1,273
799
1,273
-474
799
1,406
-607
98
94
4
31,266
29,641
1,625
1,580
1,676
-96
2,243
2,243
0
1,173
1,173
0
3,124
3,116
8
1,167
1,368
-201
1,154
1,368
-214
1,003
1,341
-338
1,190
4,339
-3,149
297
1,057
-760
297
994
-697
481
994
-513
963
1,300
-337
1,962
2,600
-638
3,235
2,800
435
1,325
1,064
261
2,012
1,596
416
1,649
1,584
65
1,191
1,501
-310
1,282
1,249
33
519
460
59
812
690
122
4,597
4,329
268
1,527
1,543
-16
2,525
2,199
326
2,364
3,321
-957
1,576
2,147
-571
2,727
2,913
-186
1,818
2,043
-225
1,837
1,942
-105
2,802
1,097
1,705
1,401
490
911
604
408
196
1,364
1,592
-228
4,890
4,293
597
2,011
1,518
493
1,367
1,262
105
1,367
1,236
131
2,420
2,200
220
2,420
2,192
228
2,736
1,882
854
2,741
1,753
988
1,655
1,624
31
1,129
1,109
20
1,777
1,376
401
310
318
-8
578
593
-15
2,681
1,427
1,254
2,807
1,427
1,380
1,896
1,832
64
1,053
916
137
1,057
908
149
1,508
1,933
-425
1,355
1,073
282
1,453
982
471
858
1,221
-363
1,716
2,441
-725
888
888
0
888
888
0
866
1,300
-434
866
1,258
-392
0
1
1
1
1
1
1
1
1
1
1
242
154
88
2,175
1,384
791
1,550
2,300
-750
55,806
60,212
-4,406
1,841
1,841
0
2,289
2,289
0
1,156
1,156
0
1,808
1,808
0
478
446
32
546
508
38
3,737
4,395
-658
1,338
1,216
122
1,378
1,184
194
2,858
2,055
803
4,276
3,083
1,193
1,341
1,004
337
5,429
4,016
1,413
2,310
2,491
-181
660
664
-4
165
156
9
1,057
996
61
1,652
1,230
422
4,074
2,529
1,545
407
257
150
1,282
1,165
117
1,296
1,165
131
779
699
80
1,895
1,482
413
1,417
1,351
66
1,482
1,351
131
2,290
2,276
14
3,985
3,794
191
1,683
1,518
165
979
809
170
979
820
159
4,591
3,254
1,337
2,802
1,991
811
1,272
1,100
172
1,157
1,100
57
1,097
860
237
823
675
148
1,405
1,647
-242
936
1,101
-165
1,529
1,647
-118
1,538
1,647
-109
1,291
1,619
-328
1,721
1,819
-98
1,056
1,438
-382
1,056
1,443
-387
2,244
2,875
-631
1,157
1,438
-281
1,226
1,263
-37
2,033
2,200
-167
2,033
2,264
-231
2,125
2,200
-75
4,444
4,017
427
961
918
43
948
918
30
2,048
2,185
-137
677
649
28
1,427
1,432
-5
5,809
4,535
1,274
532
848
-316
799
1,406
-607
2,416
2,183
233
2,373
2,513
-140
3,362
3,362
0
1,167
937
230
6,252
6,227
25
1,167
1,368
-201
1,154
1,368
-214
1,003
1,341
-338
2,762
2,152
610
1,189
4,339
-3,150
297
1,057
-760
963
1,987
-1,024
963
1,300
-337
1,962
2,600
-638
3,235
2,800
435
1,325
1,064
261
2,012
1,596
416
825
792
33
825
792
33
2,386
3,003
-617
1,795
1,746
49
271
232
39
4,243
3,996
247
3,816
4,079
-263
1,594
1,543
51
2,525
2,198
327
3,939
4,854
-915
4,516
4,070
446
4,544
3,869
675
4,203
1,645
2,558
3,020
2,201
819
1,364
1,592
-228
823
657
166
1,646
1,425
221
1,007
759
248
4,027
4,318
-291
1,367
1,263
104
4,101
3,697
404
2,418
2,192
226
2,736
1,882
854
5,487
3,500
1,987
889
688
201
310
318
-8
1,082
1,109
-27
1,082
1,109
-27
1,082
1,109
-27
1,274
713
561
2,681
1,427
1,254
2,807
1,427
1,380
948
916
32
1,053
916
137
1,024
916
108
1,640
2,036
-396
1,473
1,933
-460
1,508
1,900
-392
677
537
140
726
491
235
726
537
189
1,221
982
239
1,715
2,443
-728
2,665
3,661
-996
1
1
1
1
1
1
1
1
1
1
1
1
81
81
0
35,020
39,648
-4,628
2,124
2,124
0
2,289
2,289
0
1,156
1,156
0
1,221
1,221
0
546
510
36
478
444
34
3,963
4,661
-698
1,338
1,216
122
2,858
2,055
803
3,991
2,877
1,114
1,341
1,004
337
3,247
2,510
737
2,033
1,506
527
770
942
-172
770
833
-63
770
836
-66
825
833
-8
1,650
1,602
48
825
782
43
348
245
103
1,393
993
400
1,652
1,229
423
4,073
2,528
1,545
814
512
302
2,051
1,862
189
1,295
1,164
131
1,298
1,164
134
2,436
2,095
341
1,416
1,350
66
1,481
1,350
131
2,390
2,277
113
1,682
1,518
164
467
467
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
1,339
b
811
c
-336
d
174
e
185
27
82
821
196
350
245
-242
-165
-80
-109
-166
-220
-74
-768
-632
-278
-103
-37
146
-233
-75
167
45
-71
-5
1,273
-474
-607
4
1,625
-96
0
0
8
-201
-214
-338
-3,149
-760
-697
-513
-337
-638
435
261
416
65
-310
33
59
122
268
-16
326
-957
-571
-186
-225
-105
1,705
911
196
-228
597
493
105
131
220
228
854
988
31
20
401
-8
-15
1,254
1,380
64
137
149
-425
282
471
-363
-725
0
0
-434
-392
0
1
1
1
1
1
88
791
-750
-4,406
0
0
0
0
32
38
-658
122
194
803
1,193
337
1,413
-181
-4
9
61
422
1,545
150
117
131
80
413
66
131
14
191
165
170
159
1,337
811
172
57
237
148
-242
-165
-118
-109
-328
-98
-382
-387
-631
-281
-37
-167
-231
-75
427
43
30
-137
28
-5
1,274
-316
-607
233
-140
0
230
25
-201
-214
-338
610
-3,150
-760
-1,024
-337
-638
435
261
416
33
33
-617
49
39
247
-263
51
327
-915
446
675
2,558
819
-228
166
221
248
-291
104
404
226
854
1,987
201
-8
-27
-27
-27
561
1,254
1,380
32
137
108
-396
-460
-392
140
235
189
239
-728
-996
1
1
1
1
1
1
0
-4,628
0
0
0
0
36
34
-698
122
803
1,114
337
737
527
-172
-63
-66
-8
48
43
103
400
423
1,545
302
189
131
134
341
66
131
113
164
467
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
13,288
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
...................
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?
Yes
No
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))
2018
133,549
3,073,397
0.043453
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
2
Total
of line 1, column (d)
.....................
2
0.192179
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
0.038436
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
3,055,230
5
Multiply line 4 by line 3
......................
5
117,431
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
888
7
Add lines 5 and 6
........................
7
118,319
8
Enter qualifying distributions from Part XII, line 4
,.............
8
146,148
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
(2019)
Form 990-PF (2019)
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
and enter “N/A" on line 1.
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
888
here
and 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
888
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
888
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
2,880
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
2,880
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
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
1,992
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
1,992
Refunded
11
0
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.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
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)
VA
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 2019 or the taxable year beginning in 2019? 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
(2019)
Form 990-PF (2019)
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 address
N/A
14
The books are in care of
JAMIE S MORINI
Telephone no.
(804) 733-2011
Located at
146 N SYCAMORE STREET
PETERSBURG
VA
ZIP+4
238030146
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
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
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?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(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)?
...............
Yes
No
(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.)
.......
Yes
No
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
Organizations relying on a current notice regarding disaster assistance check here
........
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 2019?
.............
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 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
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.
20
,
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?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 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 2019.)
..................
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 2019?
4b
No
Form
990-PF
(2019)
Form 990-PF (2019)
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))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
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
Organizations relying on a current notice regarding disaster assistance check here
.........
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?
..........
Yes
No
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?
.....................
Yes
No
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?
Yes
No
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?
.................
Yes
No
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
DIRECTOR
0.25
0
0
0
POST OFFICE BOX 1688
PETERSBURG
,
VA
238051688
MARK H STEVENS
DIRECTOR
0.25
0
0
0
POST OFFICE BOX 1688
PETERSBURG
,
VA
238051688
BRYAN CARPER
TREASURER
0.25
0
0
0
POST OFFICE BOX 1688
PETERSBURG
,
VA
238051688
WILLIAM H TALLEY IV
PRESIDENT
0.25
0
0
0
POST OFFICE BOX 1688
PETERSBURG
,
VA
238051688
WILLIAM A YOUNG JR
VICE PRESIDENT
0.25
0
0
0
POST OFFICE BOX 1688
PETERSBURG
,
VA
238051688
GALE BECK
DIRECTOR
0.25
0
0
0
POST OFFICE BOX 1688
PETERSBURG
,
VA
238051688
PAMELA M COMSTOCK
SECRETARY
0.25
0
0
0
POST OFFICE BOX 1688
PETERSBURG
,
VA
238051688
KEVIN MASSENGILL
DIRECTOR
0.25
0
0
0
POST OFFICE BOX 1688
PETERSBURG
,
VA
238051688
THAYER T BAIRD
DIRECTOR
0.25
0
0
0
POST OFFICE BOX 1688
PETERSBURG
,
VA
238051688
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
...................
0
Form
990-PF
(2019)
Form 990-PF (2019)
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
.............
0
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
72,600
2
SCHOLARSHIPS TO COLLEGE STUDENTS
64,000
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
.........................
0
Form
990-PF
(2019)
Form 990-PF (2019)
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
3,028,841
b
Average of monthly cash balances
.......................
1b
72,915
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
3,101,756
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
3,101,756
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
46,526
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
3,055,230
6
Minimum investment return.
Enter 5% of line 5
..................
6
152,762
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
152,762
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
888
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
888
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
151,874
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
151,874
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
151,874
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
146,148
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
146,148
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
888
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
145,260
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
(2019)
Form 990-PF (2019)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2018
(c)
2018
(d)
2019
1
Distributable amount for 2019 from Part XI, line 7
151,874
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
136,426
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
b
From 2015
......
c
From 2016
......
d
From 2017
......
e
From 2018
......
f
Total
of lines 3a through e
........
0
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
146,148
a
Applied to 2018, but not more than line 2a
136,426
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 2019 distributable amount
.....
9,722
e
Remaining amount distributed out of corpus
0
5
Excess distributions carryover applied to 2019.
0
0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter 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 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
142,152
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 2014 not
applied on line 5 or line 7 (see instructions)
...
0
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
0
10
Analysis of line 9:
a
Excess from 2015
....
b
Excess from 2016
....
c
Excess from 2017
....
d
Excess from 2018
....
e
Excess from 2019
....
Form
990-PF
(2019)
Form 990-PF (2019)
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 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
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)
2019
(b)
2018
(c)
2017
(d)
2016
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.)
1
Information Regarding Foundation Managers:
a
List 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).)
b
List 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.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The 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
,
VA
238051688
(804) 733-2011
JMORINI@WHTS.COM
b
The form in which applications should be submitted and information and materials they should include:
HOME'S SCHOLARSHIP AND GRANT APPLICATIONS
c
Any submission deadlines:
APRIL AND SEPTEMBER
d
Any 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
(2019)
Form 990-PF (2019)
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)
a
Paid during the year
PETERSBURG SYMPHONY ORCHESTRA
PO BOX 2146
PETERSBURG
,
VA
23805
NONE
CHARITABLE GRANTS
2,000
WEST END BAPTIST CHURCH FOOD PANTRY
6506 BOYDTON PLANK ROAD
NORTH DINWIDDIE
,
VA
23803
NONE
CHARITABLE GRANTS
2,000
REBUILDING TOGETHER RICHMOND
406 WEST FRANKLIN STREET SUITE B
RICHMOND
,
VA
23220
NONE
CHARITABLE GRANTS
2,500
PREGNANCY SUPPORT CENTER OF THE TRI-CITIES
700 S SYCAMORE STREET SUITE 12
PETERSBURG
,
VA
23803
NONE
CHARITABLE GRANTS
3,000
ST JOSEPH'S VILLA
8000 BROOK ROAD
RICHMOND
,
VA
23227
NONE
CHARITABLE GRANTS
3,000
JACKSON-FIELD HOMES
546 WALNUT GROVE DRIVE
JARRATT
,
VA
23867
NONE
CHARITABLE GRANTS
4,000
PETERSBURG FAMILY YMCA
120 N MADISON STREET
PETERSBURG
,
VA
23803
NONE
CHARITABLE GRANTS
4,000
FELLOWSHIP OF CHRISTIAN ATHLETES
320 NEWCASTLE DRIVE
COLONIAL HEIGHTS
,
VA
23834
NONE
CHARITABLE GRANTS
5,000
HEART OF VIRGINIA COUNCIL BOY SCOUTS OF AMERICA
PO BOX 751
PETERSBURG
,
VA
23804
NONE
CHARITABLE GRANTS
5,000
JAMES HOUSE
6610 COMMONS DRIVE SUITE C
PRINCE GEORGE
,
VA
23875
NONE
CHARITABLE GRANTS
5,000
JOHN TYLER FOUNDATION
800 CHARTER COLONY PARKWAY
MIDLOTHIAN
,
VA
23114
NONE
CHARITABLE GRANTS
5,000
SWIFT CREEK MILL THEATER
PO BOX 41
COLONIAL HEIGHTS
,
VA
23831
NONE
CHARITABLE GRANTS
5,000
TRI-CITIES WORKCAMPS INC
PO BOX 1761
PETERSBURG
,
VA
23805
NONE
CHARITABLE GRANTS
5,000
UNITED METHODIST FAMILY SERVICES
3900 WEST BROAD STREET
RICHMOND
,
VA
23230
NONE
CHARITABLE GRANTS
7,000
DOWNTOWN CHURCHES UNITED INC HOPE CENTER
PO BOX 1202
PETERSBURG
,
VA
23805
NONE
CHARITABLE GRANTS
7,500
SOUTHSIDE VIRGINIA EMERGENCY CREW
PO BOX 574
PETERSBURG
,
VA
23804
NONE
CHARITABLE GRANTS
7,500
BECCA SIOK
1101 G LAWRENCE STREET
RADFORD
,
VA
24141
NONE
EDUCATIONAL SCHOLARSHIPS
750
KEONTE SURITA
1385 BURMA COURT
RICHMOND
,
VA
23231
NONE
EDUCATIONAL SCHOLARSHIPS
750
ALYSSA LIVELY
4007 WOODCROFT DRIVE
DISPUTANTA
,
VA
23842
NONE
EDUCATIONAL SCHOLARSHIPS
750
RICHARD BRIDE
113 WATERCRESS COURT
COLONIAL HEIGHTS
,
VA
23834
NONE
EDUCATIONAL SCHOLARSHIPS
750
JONATHAN HARTSON
119 BRIARCLIFFE COURT
COLONIAL HEIGHTS
,
VA
23834
NONE
EDUCATIONAL SCHOLARSHIPS
750
KATHERINE LODEN
5814 TROY LANE
SUTHERLAND
,
VA
23885
NONE
EDUCATIONAL SCHOLARSHIPS
750
CHRISTOPHER RAKES
6627 HAIR ROAD
DISPUTANTA
,
VA
23842
NONE
EDUCATIONAL SCHOLARSHIPS
750
MATTHEW MEHFOUD
131 DUNOON COURT
COLONIAL HEIGHTS
,
VA
23834
NONE
EDUCATIONAL SCHOLARSHIPS
1,000
JILLIAN O'SHEA
6248 GOSSAMER TERRACE
MOSELEY
,
VA
23120
NONE
EDUCATIONAL SCHOLARSHIPS
1,000
BRADEN JOHNSON
4540 RIDGECREST LANE
COLONIAL HEIGHTS
,
VA
23834
NONE
EDUCATIONAL SCHOLARSHIPS
1,000
TIMOTHY TUCKER
24409 RIVER ROAD
NORTH DINWIDDIE
,
VA
23803
NONE
EDUCATIONAL SCHOLARSHIPS
1,000
NOAH MURDOCK
3648 HAWICK DRIVE
COLONIAL HEIGHTS
,
VA
23834
NONE
EDUCATIONAL SCHOLARSHIPS
1,000
MARGARET GRAHAM
402 HIGH STREET
PETERSBURG
,
VA
23803
NONE
EDUCATIONAL SCHOLARSHIPS
1,000
NATHAN WEST
3119 TALLEYWOOD LANE
CHESTER
,
VA
23831
NONE
EDUCATIONAL SCHOLARSHIPS
1,000
JESSICA STUTZ
512 EASTWIND COURT
COLONIAL HEIGHTS
,
VA
23834
NONE
EDUCATIONAL SCHOLARSHIPS
1,250
MARK GOLOVAN
7513 FLOWERING MAGNOLIA LANE
QUINTON
,
VA
23141
NONE
EDUCATIONAL SCHOLARSHIPS
1,250
RACHEL HUGHES
5816 TROY LANE
SUTHERLAND
,
VA
23885
NONE
EDUCATIONAL SCHOLARSHIPS
1,250
LEXI WISEMAN
14155 BROWNS ROAD
CHURCH ROAD
,
VA
23833
NONE
EDUCATIONAL SCHOLARSHIPS
1,250
JESSICA BRYANT
1176 WICKER DRIVE
COLONIAL HEIGHTS
,
VA
23834
NONE
EDUCATIONAL SCHOLARSHIPS
1,500
JAMES CORRIGAN
6908 BIRCHETT DRIVE
PRINCE GEORGE
,
VA
23875
NONE
EDUCATIONAL SCHOLARSHIPS
1,500
ZACHARY ADAMS
2091 EXETER MILL ROAD
CHURCH ROAD
,
VA
23833
NONE
EDUCATIONAL SCHOLARSHIPS
1,500
KAYLEIGH MOORE
5501 STATION ROAD
SUTHERLAND
,
VA
23885
NONE
EDUCATIONAL SCHOLARSHIPS
1,500
TAYLOR JENKINS
124 LAURENS LANE
COLONIAL HEIGHTS
,
VA
23834
NONE
EDUCATIONAL SCHOLARSHIPS
1,500
BROOKE LOVING
4300 BOXWOOD DRIVE
PRINCE GEORGE
,
VA
23875
NONE
EDUCATIONAL SCHOLARSHIPS
1,500
TEENA WEST
3119 TALLEYWOOD LANE
CHESTER
,
VA
23831
NONE
EDUCATIONAL SCHOLARSHIPS
1,500
NIKOLAS LETHCO
23307 PEAR TREE LANE
NORTH DINWIDDIE
,
VA
23803
NONE
EDUCATIONAL SCHOLARSHIPS
1,750
ELIZABETH WILSON
10749 BLAND RIDGE COURT
PETERSBURG
,
VA
23805
NONE
EDUCATIONAL SCHOLARSHIPS
1,750
AMANDA WHITLEY
3310 SAINT CHARLES STREET
HOPEWELL
,
VA
23860
NONE
EDUCATIONAL SCHOLARSHIPS
2,000
HAILEY BENDALL
7004 SEAL LANE
DISPUTANTA
,
VA
23842
NONE
EDUCATIONAL SCHOLARSHIPS
2,000
MATTHEW CULBREATH
7219 ANDERSON MILL ROAD
CHURCH ROAD
,
VA
23833
NONE
EDUCATIONAL SCHOLARSHIPS
2,000
ROBERT ELEY
3616 LUNDIE LANE
PETERSBURG
,
VA
23805
NONE
EDUCATIONAL SCHOLARSHIPS
2,000
MEREDITH SHORT
12148 WERTH STREET
CHESTER
,
VA
23831
NONE
EDUCATIONAL SCHOLARSHIPS
2,000
PAMELA RIDPATH
1836 DUKE OF GLOUCESTER STREET
COLONIAL HEIGHTS
,
VA
23834
NONE
EDUCATIONAL SCHOLARSHIPS
2,250
TYLER SPIERS
21014 DOUBLE BRANCH ROAD
STONY CREEK
,
VA
23882
NONE
EDUCATIONAL SCHOLARSHIPS
2,500
JACOB CROWDER
3813 PERTHSHIRE LANE
COLONIAL HEIGHTS
,
VA
23834
NONE
EDUCATIONAL SCHOLARSHIPS
2,750
BENJAMIN NAPIER
209 NORWOOD DRIVE
COLONIAL HEIGHTS
,
VA
23834
NONE
EDUCATIONAL SCHOLARSHIPS
3,000
MICHAELA STEVENS
24620 SMITH GROVE ROAD
NORTH DINWIDDIE
,
VA
23803
NONE
EDUCATIONAL SCHOLARSHIPS
3,000
MACY BEVILLE
21010 COX ROAD
SUTHERLAND
,
VA
23885
NONE
EDUCATIONAL SCHOLARSHIPS
3,000
SAVANNAH CREW
319 YORKTOWN DRIVE
COLONIAL HEIGHTS
,
VA
23834
NONE
EDUCATIONAL SCHOLARSHIPS
3,000
KATIE PETERSON
337 MALLARD DRIVE
COLONIAL HEIGHTS
,
VA
23834
NONE
EDUCATIONAL SCHOLARSHIPS
3,250
COLONIAL HEIGHTS FIRE & EMS
100 B HIGHLAND AVE
COLONIAL HEIGHTS
,
VA
23834
NONE
MEMORIAL CONTRIBUTION
100
Total
.................................
3a
136,600
b
Approved for future payment
BECCA SIOK
1101 G LAWRENCE STREET
RADFORD
,
VA
24141
NONE
EDUCATIONAL SCHOLARSHIPS
750
KEONTE SURITA
1385 BURMA COURT
RICHMOND
,
VA
23231
NONE
EDUCATIONAL SCHOLARSHIPS
750
ZACHARY ADAMS
2091 EXETER MILL ROAD
CHURCH ROAD
,
VA
23833
NONE
EDUCATIONAL SCHOLARSHIPS
750
KAYLEIGH MOORE
5501 STATION ROAD
SUTHERLAND
,
VA
23885
NONE
EDUCATIONAL SCHOLARSHIPS
750
MATTHEW MEHFOUD
131 DUNOON COURT
COLONIAL HEIGHTS
,
VA
23834
NONE
EDUCATIONAL SCHOLARSHIPS
1,000
AMANDA WHITLEY
3310 SAINT CHARLES STREET
HOPEWELL
,
VA
23860
NONE
EDUCATIONAL SCHOLARSHIPS
1,000
JILLIAN O'SHEA
6248 GOSSAMER TERRACE
MOSELEY
,
VA
23120
NONE
EDUCATIONAL SCHOLARSHIPS
1,000
TIMOTHY TUCKER
24409 RIVER ROAD
NORTH DINWIDDIE
,
VA
23803
NONE
EDUCATIONAL SCHOLARSHIPS
1,000
NIKOLAS LETHCO
23307 PEAR TREE LANE
NORTH DINWIDDIE
,
VA
23803
NONE
EDUCATIONAL SCHOLARSHIPS
1,000
ELIZABETH WILSON
10749 BLAND RIDGE COURT
PETERSBURG
,
VA
23805
NONE
EDUCATIONAL SCHOLARSHIPS
1,000
MATTHEW CULBREATH
7219 ANDERSON MILL ROAD
CHURCH ROAD
,
VA
23833
NONE
EDUCATIONAL SCHOLARSHIPS
1,000
ROBERT ELEY
3616 LUNDIE LANE
PETERSBURG
,
VA
23805
NONE
EDUCATIONAL SCHOLARSHIPS
1,000
MEREDITH SHORT
12148 WERTH STREET
CHESTER
,
VA
23831
NONE
EDUCATIONAL SCHOLARSHIPS
1,000
JESSICA STUTZ
512 EASTWIND COURT
COLONIAL HEIGHTS
,
VA
23834
NONE
EDUCATIONAL SCHOLARSHIPS
1,250
MARK GOLOVAN
7513 FLOWERING MAGNOLIA LANE
QUINTON
,
VA
23141
NONE
EDUCATIONAL SCHOLARSHIPS
1,250
RACHEL HUGHES
5816 TROY LANE
SUTHERLAND
,
VA
23885
NONE
EDUCATIONAL SCHOLARSHIPS
1,250
LEXI WISEMAN
14155 BROWNS ROAD
CHURCH ROAD
,
VA
23833
NONE
EDUCATIONAL SCHOLARSHIPS
1,250
PAMELA RIDPATH
1836 DUKE OF GLOUCESTER STREET
COLONIAL HEIGHTS
,
VA
23834
NONE
EDUCATIONAL SCHOLARSHIPS
1,250
KATIE PETERSON
337 MALLARD DRIVE
COLONIAL HEIGHTS
,
VA
23834
NONE
EDUCATIONAL SCHOLARSHIPS
1,250
ALYSSA LIVELY
4007 WOODCROFT DRIVE
DISPUTANTA
,
VA
23842
NONE
EDUCATIONAL SCHOLARSHIPS
1,500
TAYLOR JENKINS
124 LAURENS LANE
COLONIAL HEIGHTS
,
VA
23834
NONE
EDUCATIONAL SCHOLARSHIPS
1,500
BROOKE LOVING
4300 BOXWOOD DRIVE
PRINCE GEORGE
,
VA
23875
NONE
EDUCATIONAL SCHOLARSHIPS
1,500
TEENA WEST
3119 TALLEYWOOD LANE
CHESTER
,
VA
23831
NONE
EDUCATIONAL SCHOLARSHIPS
1,500
TYLER SPIERS
21014 DOUBLE BRANCH ROAD
STONY CREEK
,
VA
23882
NONE
EDUCATIONAL SCHOLARSHIPS
1,500
SHANIYA STITH
200 CAVALIER DRIVE 2-305
PETERSBURG
,
VA
23805
NONE
EDUCATIONAL SCHOLARSHIPS
1,500
HUNTER FRAKES
12945 HATCHER DRIVE
CHURCH ROAD
,
VA
23833
NONE
EDUCATIONAL SCHOLARSHIPS
2,000
RICHARD BRIDE
113 WATERCRESS COURT
COLONIAL HEIGHTS
,
VA
23834
NONE
EDUCATIONAL SCHOLARSHIPS
2,000
NOAH MURDOCK
3648 HAWICK DRIVE
COLONIAL HEIGHTS
,
VA
23834
NONE
EDUCATIONAL SCHOLARSHIPS
2,000
CALEB COLLINS
24518 PLANTATION DRIVE
NORTH DINWIDDIE
,
VA
23803
NONE
EDUCATIONAL SCHOLARSHIPS
2,000
Total
.................................
3b
36,500
Form
990-PF
(2019)
Form 990-PF (2019)
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.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees 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
88,416
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not 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
13,288
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
101,706
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
101,706
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
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
(2019)
Form 990-PF (2019)
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?
...........
Yes
No
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.
May the IRS discuss this return
with the preparer shown below
(see instr.)
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2019)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description