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
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
PETERSBURG METHODIST HOME FOR GIRLS
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1688
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PETERSBURG, VA238051688
A Employer identification number

54-0542500
B Telephone number (see instructions)

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

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$3,340,879J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 2 2  
4 Dividends and interest from securities... 96,119 96,119  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 17,541
b Gross sales price for all assets on line 6a 857,268
7 Capital gain net income (from Part IV, line 2)... 17,541
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........ 113,662 113,662  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages...... 5,000 0   5,000
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 4,500 2,250   2,250
c Other professional fees (attach schedule).... Click to see attachment 9,028 9,028   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 1,258 879   379
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 132 0   132
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 1,428 0   1,428
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 21,346 12,157   9,189
25 Contributions, gifts, grants paid....... 138,600 138,600
26 Total expenses and disbursements. Add lines 24 and 25 159,946 12,157   147,789
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -46,284
b Net investment income (if negative, enter -0-) 101,505
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 55,483 44,677 44,677
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,848,284 Click to see attachment1,818,246 2,267,008
c Investments—corporate bonds (attach schedule)....... 977,862 Click to see attachment972,425 1,029,194
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,881,629 2,835,348 3,340,879
Liabilities 17 Accounts payable and accrued expenses.......... 93 96
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 93 96
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
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 bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 2,881,536 2,835,252
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)..... 2,881,536 2,835,252
30 Total liabilities and net assets/fund balances (see instructions). 2,881,629 2,835,348
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
2,881,536
2
Enter amount from Part I, line 27a .....................
2
-46,284
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
2,835,252
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 29 .
6
2,835,252
Form 990-PF (2020)
Form 990-PF (2020)
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 50SHS A T & T INC: T P 2019-06-24 2020-01-07
b 25SHS A T & T INC: T P 2019-06-24 2020-03-09
c 25SHS A T & T INC: T P 2019-06-24 2020-03-23
d 25SHS ABBVIE INC: ABBV P 2020-04-07 2020-09-01
e 25SHS ABBVIE INC: ABBV P 2020-04-07 2020-09-15
275SHS ANTERO RESOURCES COR: AR P 2019-04-24 2020-03-16
200SHS ANTERO RESOURCES COR: AR P 2019-06-24 2020-03-16
75SHS ARAMARK: ARMK P 2020-03-23 2020-09-29
50SHS ARAMARK: ARMK P 2020-03-27 2020-09-29
175SHS BAKER HUGHES CO. CLASS P 2020-02-19 2020-06-08
25SHS BAKER HUGHES CO. CLASS P 2020-02-19 2020-09-14
100SHS BAKER HUGHES CO. CLASS P 2020-03-27 2020-09-14
50SHS BAKER HUGHES CO. CLASS P 2020-03-16 2020-11-18
100SHS BAKER HUGHES CO. CLASS P 2020-09-25 2020-11-18
75SHS BAKER HUGHES CO. CLASS P 2020-11-04 2020-11-18
25SHS BANK OF AMERICA CORP: BAC P 2020-10-08 2020-10-28
90SHS BANK OF AMERICA CORP: BAC P 2020-10-08 2020-12-07
20SHS BERKSHIRE HATHAWAY CLASS P 2020-03-27 2020-12-02
10SHS BIOGEN INC: BIIB P 2020-03-20 2020-07-09
10SHS BIOGEN INC: BIIB P 2020-03-13 2020-11-04
5SHS BIOGEN INC: BIIB P 2020-03-20 2020-11-04
2SHS BOOKING HOLDINGS INC: BKNG P 2020-03-13 2020-11-13
1SHS BOOKING HOLDINGS INC: BKNG P 2020-03-27 2020-11-13
100SHS BRIT AMER TOBACCO FSPONSORED ADR P 2020-04-06 2020-06-29
5SHS C I T GROUP INC: CIT P 2019-06-24 2020-02-07
65SHS C I T GROUP INC: CIT P 2020-03-27 2020-09-15
75SHS C I T GROUP INC: CIT P 2020-05-19 2020-09-15
50SHS CENTERPOINT ENERGY: CNP P 2020-04-03 2020-10-23
75SHS CENTERPOINT ENERGY: CNP P 2020-06-29 2020-10-23
100SHS CHARLES SCHWAB CORP: SCHW P 2020-02-12 2020-10-23
25SHS COMCAST CORP CLASS P 2019-11-14 2020-03-16
25SHS COMCAST CORP CLASS P 2019-11-18 2020-03-16
25SHS COMCAST CORP CLASS P 2020-02-10 2020-03-16
50SHS CORTEVA INC: CTVA P 2019-06-24 2020-02-03
25SHS DELL TECHNOLOGIES: DELL P 2020-01-07 2020-12-04
75SHS DELTA AIR LINES INC DEL: DAL P 2019-12-16 2020-05-29
25SHS DELTA AIR LINES INC DEL: DAL P 2020-01-27 2020-05-29
25SHS DOLLAR TREE INC: DLTR P 2019-07-23 2020-03-24
25SHS DOMINION ENERGY INC: D P 2019-07-30 2020-01-29
50SHS EBAY INC: EBAY P 2020-02-07 2020-07-01
25SHS EBAY INC: EBAY P 2020-02-07 2020-07-06
25SHS EBAY INC: EBAY P 2020-02-07 2020-07-09
25SHS EBAY INC: EBAY P 2020-02-07 2020-07-28
25SHS EBAY INC: EBAY P 2020-03-13 2020-07-28
250SHS EQT CORP: EQT P 2020-03-27 2020-03-30
8.28SHS EXPEDIA GROUP INC.: EXPE P 2019-06-24 2020-01-07
21.72SHS EXPEDIA GROUP INC.: EXPE P 2019-11-11 2020-02-10
3.28SHS EXPEDIA GROUP INC.: EXPE P 2019-11-11 2020-03-13
50SHS EXPEDIA GROUP INC.: EXPE P 2019-11-13 2020-03-13
50SHS FIRSTENERGY CORP: FE P 2020-03-27 2020-08-06
50SHS FIRSTENERGY CORP: FE P 2020-06-29 2020-08-06
50SHS FIRSTENERGY CORP: FE P 2020-06-29 2020-08-11
50SHS FOX CORP CLASS P 2019-06-18 2020-04-03
50SHS FOX CORP CLASS P 2019-07-15 2020-04-03
20SHS GILEAD SCIENCES INC: GILD P 2019-06-24 2020-03-13
25SHS GILEAD SCIENCES INC: GILD P 2020-03-27 2020-04-03
4.8148SHS LIBERTY MEDIA COR 20 RTSRIGHTS P 2019-06-24 2020-05-29
4.8148SHS LIBERTY MEDIA COR 20 RTSRIGHTS P 2020-03-24 2020-05-29
4.8148SHS LIBERTY MEDIA COR 20 RTSRIGHTS P 2020-03-27 2020-05-29
25SHS LKQ CORP: LKQ P 2020-09-25 2020-11-02
10SHS MCKESSON CORP: MCK P 2019-02-07 2020-01-14
10SHS MCKESSON CORP: MCK P 2019-02-07 2020-02-07
25SHS MCKESSON CORP: MCK P 2020-07-09 2020-11-06
0SHS NATIONWIDE CORE PLUS BD R6: NWCIX P 2020-01-01 2020-03-27
25SHS PROGRESSIVE CO OHIO: PGR P 2020-03-27 2020-08-13
25SHS QURATE RETAIL INC CLASS P 2019-04-08 2020-03-17
50SHS QURATE RETAIL INC CLASS P 2019-04-09 2020-03-17
25SHS QURATE RETAIL INC CLASS P 2019-04-10 2020-03-17
50SHS QURATE RETAIL INC CLASS P 2019-04-11 2020-03-17
75SHS QURATE RETAIL INC CLASS P 2019-04-12 2020-03-17
100SHS QURATE RETAIL INC CLASS P 2019-06-14 2020-03-17
50SHS QURATE RETAIL INC CLASS P 2019-06-24 2020-03-17
75SHS QURATE RETAIL INC CLASS P 2019-06-25 2020-03-17
25SHS SOUTHWEST AIRLINES: LUV P 2019-08-13 2020-03-31
50SHS SOUTHWEST AIRLINES: LUV P 2020-03-27 2020-04-03
75SHS THE MOSAIC CO: MOS P 2019-09-25 2020-08-13
100SHS THE MOSAIC CO: MOS P 2019-09-25 2020-09-18
25SHS THE MOSAIC CO: MOS P 2019-09-25 2020-09-23
50SHS THE MOSAIC CO: MOS P 2019-11-18 2020-09-23
100SHS THE MOSAIC CO: MOS P 2019-11-18 2020-09-25
125SHS THE MOSAIC CO: MOS P 2020-02-19 2020-09-25
25SHS TJX COMPANIES INC: TJX P 2020-03-27 2020-08-17
25SHS TJX COMPANIES INC: TJX P 2020-06-29 2020-08-17
613.447SHS TRANSAMERICA MULTI ASSET INCOME I: P 2020-01-01 2020-03-27
627.513SHS TRANSAMERICA MULTI-ASSET INCOME I: P 2020-01-01 2020-12-04
30SHS VERIZON COMMUNICATN: VZ P 2019-05-24 2020-04-24
25SHS VERIZON COMMUNICATN: VZ P 2019-11-11 2020-04-24
75SHS VIACOMCBS INC CLASS P 2019-08-14 2020-05-18
25SHS VIACOMCBS INC CLASS P 2019-08-14 2020-05-19
50SHS VIACOMCBS INC CLASS P 2019-09-13 2020-05-19
25SHS VIACOMCBS INC CLASS P 2019-08-28 2020-07-17
25SHS VIACOMCBS INC CLASS P 2019-10-07 2020-07-17
50SHS VIACOMCBS INC CLASS P 2019-10-07 2020-09-08
50SHS WILLIAMS COMPANIES: WMB P 2020-02-04 2020-11-02
50SHS A T & T INC: T P 2019-01-25 2020-03-23
25SHS A T & T INC: T P 2018-07-23 2020-04-01
50SHS A T & T INC: T P 2018-10-24 2020-04-01
100SHS A T & T INC: T P 2018-07-23 2020-04-06
50SHS A T & T INC: T P 2019-02-07 2020-04-06
4SHS ALPHABET INC. CLASS P 2019-08-26 2020-10-30
5SHS ALPHABET INC. CLASS P 2016-03-31 2020-11-19
75SHS ANTERO RESOURCES COR: AR P 2016-07-14 2020-03-16
75SHS ANTERO RESOURCES COR: AR P 2016-12-07 2020-03-16
75SHS ANTERO RESOURCES COR: AR P 2017-01-04 2020-03-16
100SHS ANTERO RESOURCES COR: AR P 2017-03-23 2020-03-16
325SHS ANTERO RESOURCES COR: AR P 2018-09-21 2020-03-16
250SHS ANTERO RESOURCES COR: AR P 2019-03-08 2020-03-16
50SHS APPLE INC: AAPL P 2016-06-13 2020-09-03
30SHS APPLE INC: AAPL P 2016-06-13 2020-09-10
15SHS APPLIED MATERIALS: AMAT P 2018-10-05 2020-12-04
10SHS APPLIED MATERIALS: AMAT P 2019-05-24 2020-12-04
75SHS ARAMARK: ARMK P 2019-04-08 2020-09-23
25SHS ARAMARK: ARMK P 2019-04-09 2020-09-23
25SHS ARAMARK: ARMK P 2019-04-09 2020-09-29
50SHS BANK OF AMERICA CORP: BAC P 2017-11-14 2020-10-28
10SHS BERKSHIRE HATHAWAY CLASS P 2016-04-20 2020-12-02
20SHS BERKSHIRE HATHAWAY CLASS P 2016-06-07 2020-12-02
25SHS BERKSHIRE HATHAWAY CLASS P 2016-09-26 2020-12-02
15SHS BERKSHIRE HATHAWAY CLASS P 2016-11-09 2020-12-02
10SHS BERKSHIRE HATHAWAY CLASS P 2019-06-24 2020-12-02
25SHS C I T GROUP INC: CIT P 2018-09-18 2020-02-07
5SHS C I T GROUP INC: CIT P 2016-03-31 2020-08-19
25SHS C I T GROUP INC: CIT P 2017-08-18 2020-08-19
50SHS C I T GROUP INC: CIT P 2018-12-13 2020-08-19
20SHS C I T GROUP INC: CIT P 2019-06-24 2020-08-19
95SHS C I T GROUP INC: CIT P 2016-03-31 2020-09-15
25SHS COMCAST CORP CLASS P 2017-10-31 2020-03-16
50SHS CORTEVA INC: CTVA P 2019-06-24 2020-10-06
25SHS CORTEVA INC: CTVA P 2019-06-25 2020-10-06
25SHS CORTEVA INC: CTVA P 2019-09-26 2020-11-02
50SHS CVS HEALTH CORP: CVS P 2017-02-03 2020-12-07
75SHS DISCOVERY INC CLASS P 2018-04-03 2020-01-07
75SHS DISCOVERY INC CLASS P 2018-04-03 2020-03-30
125SHS DISCOVERY INC CLASS P 2018-05-31 2020-03-30
25SHS DOMINION ENERGY INC: D P 2018-04-11 2020-01-29
25SHS DOMINION ENERGY INC: D P 2018-04-23 2020-02-12
150SHS EQT CORP: EQT P 2018-11-20 2020-03-30
175SHS EQT CORP: EQT P 2018-11-20 2020-03-30
7.72SHS EXPEDIA GROUP INC.: EXPE P 2017-03-23 2020-01-07
9SHS EXPEDIA GROUP INC.: EXPE P 2017-03-28 2020-01-07
10.28SHS EXPEDIA GROUP INC.: EXPE P 2017-03-23 2020-01-30
14.72SHS EXPEDIA GROUP INC.: EXPE P 2018-10-05 2020-01-30
3.28SHS EXPEDIA GROUP INC.: EXPE P 2018-10-05 2020-02-10
18.72SHS EXPEDIA GROUP INC.: EXPE P 2016-03-31 2020-03-13
18SHS EXPEDIA GROUP INC.: EXPE P 2018-02-09 2020-03-13
20SHS FIRSTENERGY CORP: FE P 2017-02-07 2020-01-29
30SHS FIRSTENERGY CORP: FE P 2017-04-20 2020-01-29
25SHS FIRSTENERGY CORP: FE P 2017-02-07 2020-02-03
25SHS FIRSTENERGY CORP: FE P 2017-02-07 2020-08-11
5SHS FIRSTENERGY CORP: FE P 2017-02-07 2020-08-18
150SHS FIRSTENERGY CORP: FE P 2018-01-19 2020-08-18
25SHS GILEAD SCIENCES INC: GILD P 2016-03-31 2020-03-05
5SHS GILEAD SCIENCES INC: GILD P 2019-02-05 2020-03-13
5SHS GILEAD SCIENCES INC: GILD P 2017-02-08 2020-03-20
20SHS GILEAD SCIENCES INC: GILD P 2019-02-05 2020-03-20
25SHS GILEAD SCIENCES INC: GILD P 2017-02-08 2020-04-07
20SHS GILEAD SCIENCES INC: GILD P 2017-02-08 2020-04-17
5SHS GILEAD SCIENCES INC: GILD P 2018-05-31 2020-04-17
5SHS GILEAD SCIENCES INC: GILD P 2017-02-13 2020-04-20
20SHS GILEAD SCIENCES INC: GILD P 2018-05-31 2020-04-20
20SHS GILEAD SCIENCES INC: GILD P 2017-02-13 2020-04-27
25SHS GILEAD SCIENCES INC: GILD P 2018-12-13 2020-04-27
25SHS LAB CO OF AMER HLDG: LH P 2018-12-06 2020-07-28
10SHS LAB CO OF AMER HLDG: LH P 2016-03-31 2020-10-29
11.5555SHS LIBERTY MEDIA COR 20 RTSRIGHTS P 2016-03-31 2020-05-29
15SHS MCKESSON CORP: MCK P 2016-12-07 2020-01-14
25SHS MCKESSON CORP EXCHANGE OFFER P 2018-08-10 2020-02-28
0SHS NATIONWIDE CORE PLUS BD R6: NWCIX P 2019-01-01 2020-03-27
260SHS NEWS CORP CLASS P 2016-08-03 2020-03-16
30SHS PPL CORP: PPL P 2018-01-05 2020-01-07
45SHS PPL CORP: PPL P 2018-01-08 2020-01-07
45SHS PPL CORP: PPL P 2018-01-05 2020-08-17
5SHS PPL CORP: PPL P 2018-02-27 2020-08-17
50SHS PPL CORP: PPL P 2018-02-27 2020-10-30
80SHS PROGRESSIVE CO OHIO: PGR P 2016-03-31 2020-11-19
50SHS PROGRESSIVE CO OHIO: PGR P 2016-10-10 2020-11-19
25SHS PROGRESSIVE CO OHIO: PGR P 2019-09-13 2020-11-19
25SHS PROGRESSIVE CO OHIO: PGR P 2019-10-16 2020-11-19
25SHS QUALCOMM INC: QCOM P 2016-03-31 2020-01-14
55SHS QUALCOMM INC: QCOM P 2016-03-31 2020-08-31
25SHS SOUTHWEST AIRLINES: LUV P 2018-01-25 2020-02-19
25SHS SOUTHWEST AIRLINES: LUV P 2018-01-25 2020-03-19
25SHS SOUTHWEST AIRLINES: LUV P 2018-04-27 2020-03-19
25SHS SOUTHWEST AIRLINES: LUV P 2018-04-27 2020-03-20
25SHS SOUTHWEST AIRLINES: LUV P 2018-05-15 2020-03-20
25SHS SOUTHWEST AIRLINES: LUV P 2019-03-22 2020-03-31
50SHS THE COCA-COLA CO: KO P 2018-04-25 2020-01-30
25SHS THE COCA-COLA CO: KO P 2018-04-25 2020-02-19
50SHS THE COCA-COLA CO: KO P 2017-01-20 2020-03-24
15SHS THE COCA-COLA CO: KO P 2018-04-25 2020-03-24
0SHS TRANSAMERICA MULTI ASSET INCOME I: P 2019-01-01 2020-03-27
0SHS TRANSAMERICA MULTI-ASSET INCOME I: P 2019-01-01 2020-12-04
15SHS VERIZON COMMUNICATN: VZ P 2016-03-31 2020-04-24
5SHS VERIZON COMMUNICATN: VZ P 2017-04-20 2020-04-24
25SHS VIACOMCBS INC CLASS P 2019-10-09 2020-12-07
50SHS VIACOMCBS INC CLASS P 2019-11-14 2020-12-07
10SHS WILLIS TOWERS WATSON P F: WLTW P 2018-09-25 2020-10-08
15SHS WILLIS TOWERS WATSON P F: WLTW P 2019-06-24 2020-10-08
25SHS A T & T INC: T P 2019-05-24 2020-03-09
25SHS ABBVIE INC: ABBV P 2020-04-07 2020-09-01
25SHS ABBVIE INC: ABBV P 2020-04-07 2020-09-15
300SHS ANTERO RESOURCES COR: AR P 2019-04-24 2020-03-16
75SHS ARAMARK: ARMK P 2020-03-23 2020-09-29
175SHS BAKER HUGHES CO. CLASS P 2020-02-19 2020-06-08
25SHS BAKER HUGHES CO. CLASS P 2020-02-19 2020-09-14
100SHS BAKER HUGHES CO. CLASS P 2020-03-27 2020-09-14
50SHS BAKER HUGHES CO. CLASS P 2020-03-16 2020-11-18
100SHS BAKER HUGHES CO. CLASS P 2020-09-25 2020-11-18
75SHS BAKER HUGHES CO. CLASS P 2020-11-04 2020-11-18
50SHS BANK OF AMERICA CORP: BAC P 2020-10-08 2020-10-28
25SHS BANK OF AMERICA CORP: BAC P 2020-10-08 2020-12-07
20SHS BERKSHIRE HATHAWAY CLASS P 2020-03-27 2020-12-02
5SHS BIOGEN INC: BIIB P 2020-03-20 2020-07-09
5SHS BIOGEN INC: BIIB P 2020-03-27 2020-07-09
10SHS BIOGEN INC: BIIB P 2020-03-13 2020-11-04
10SHS BIOGEN INC: BIIB P 2020-03-20 2020-11-04
2SHS BOOKING HOLDINGS INC: BKNG P 2020-03-13 2020-11-13
1SHS BOOKING HOLDINGS INC: BKNG P 2020-03-27 2020-11-13
100SHS BRIT AMER TOBACCO FSPONSORED ADR P 2020-04-06 2020-06-29
20SHS C I T GROUP INC: CIT P 2019-06-24 2020-02-07
60SHS C I T GROUP INC: CIT P 2020-03-27 2020-09-15
75SHS C I T GROUP INC: CIT P 2020-05-19 2020-09-15
50SHS CENTERPOINT ENERGY: CNP P 2020-04-03 2020-10-23
75SHS CENTERPOINT ENERGY: CNP P 2020-06-29 2020-10-23
75SHS CHARLES SCHWAB CORP: SCHW P 2020-02-12 2020-10-23
25SHS COMCAST CORP CLASS P 2019-11-14 2020-03-16
25SHS COMCAST CORP CLASS P 2019-11-18 2020-03-16
50SHS CORTEVA INC: CTVA P 2019-06-24 2020-02-03
75SHS DELTA AIR LINES INC DEL: DAL P 2019-12-16 2020-05-29
25SHS DELTA AIR LINES INC DEL: DAL P 2020-01-27 2020-05-29
35SHS DELTA AIR LINES INC DEL: DAL P 2020-03-27 2020-05-29
25SHS DOLLAR TREE INC: DLTR P 2019-07-23 2020-03-24
50SHS EBAY INC: EBAY P 2020-02-07 2020-07-01
25SHS EBAY INC: EBAY P 2020-02-07 2020-07-06
25SHS EBAY INC: EBAY P 2020-02-07 2020-07-09
25SHS EBAY INC: EBAY P 2020-02-07 2020-07-28
175SHS EQT CORP: EQT P 2020-03-27 2020-03-30
12.6SHS EXPEDIA GROUP INC.: EXPE P 2019-11-07 2020-02-19
12.4SHS EXPEDIA GROUP INC.: EXPE P 2019-11-07 2020-03-13
12.4SHS EXPEDIA GROUP INC.: EXPE P 2019-11-11 2020-03-13
12.6SHS EXPEDIA GROUP INC.: EXPE P 2019-11-11 2020-03-13
25SHS EXPEDIA GROUP INC.: EXPE P 2019-11-13 2020-03-13
50SHS FIRSTENERGY CORP: FE P 2020-03-27 2020-08-06
50SHS FIRSTENERGY CORP: FE P 2020-06-29 2020-08-06
50SHS FIRSTENERGY CORP: FE P 2020-06-29 2020-08-11
25SHS FOX CORP CLASS P 2019-06-18 2020-04-03
50SHS FOX CORP CLASS P 2019-07-15 2020-04-03
15SHS GILEAD SCIENCES INC: GILD P 2020-03-27 2020-04-03
15SHS LAB CO OF AMER HLDG: LH P 2020-03-27 2020-07-28
2.3863SHS LIBERTY MEDIA COR 20 RTSRIGHTS P 2019-06-24 2020-05-29
4.7727SHS LIBERTY MEDIA COR 20 RTSRIGHTS P 2020-03-24 2020-05-29
25SHS MCKESSON CORP: MCK P 2019-06-24 2020-01-14
25SHS MCKESSON CORP: MCK P 2020-07-09 2020-11-06
930.012SHS NATIONWIDE CORE PLUS BD R6: NWCIX P 2020-01-01 2020-03-27
100SHS NEWS CORP CLASS P 2019-11-14 2020-03-16
5SHS PROGRESSIVE CO OHIO: PGR P 2019-09-13 2020-08-13
20SHS PROGRESSIVE CO OHIO: PGR P 2020-03-27 2020-08-13
25SHS QURATE RETAIL INC CLASS P 2019-04-08 2020-03-17
50SHS QURATE RETAIL INC CLASS P 2019-04-09 2020-03-17
25SHS QURATE RETAIL INC CLASS P 2019-04-10 2020-03-17
50SHS QURATE RETAIL INC CLASS P 2019-04-11 2020-03-17
75SHS QURATE RETAIL INC CLASS P 2019-04-12 2020-03-17
125SHS QURATE RETAIL INC CLASS P 2019-06-14 2020-03-17
50SHS QURATE RETAIL INC CLASS P 2019-06-24 2020-03-17
75SHS QURATE RETAIL INC CLASS P 2019-06-25 2020-03-17
40SHS SOUTHWEST AIRLINES: LUV P 2020-03-27 2020-04-03
25SHS THE COCA-COLA CO: KO P 2019-02-21 2020-01-30
10SHS THE COCA-COLA CO: KO P 2019-03-25 2020-01-30
75SHS THE MOSAIC CO: MOS P 2019-09-25 2020-08-13
100SHS THE MOSAIC CO: MOS P 2019-09-25 2020-09-18
25SHS THE MOSAIC CO: MOS P 2019-09-25 2020-09-23
50SHS THE MOSAIC CO: MOS P 2019-11-18 2020-09-23
125SHS THE MOSAIC CO: MOS P 2019-11-18 2020-09-25
100SHS THE MOSAIC CO: MOS P 2020-02-19 2020-09-25
25SHS TJX COMPANIES INC: TJX P 2020-03-27 2020-08-17
25SHS TJX COMPANIES INC: TJX P 2020-06-29 2020-08-17
839.975SHS TRANSAMERICA MULTI ASSET INCOME I: P 2020-01-01 2020-03-27
574.456SHS TRANSAMERICA MULTI-ASSET INCOME I: P 2020-01-01 2020-09-29
35SHS VERIZON COMMUNICATN: VZ P 2019-05-24 2020-04-24
25SHS VERIZON COMMUNICATN: VZ P 2019-06-24 2020-04-24
75SHS VIACOMCBS INC CLASS P 2019-08-14 2020-05-18
25SHS VIACOMCBS INC CLASS P 2019-08-14 2020-05-19
50SHS VIACOMCBS INC CLASS P 2019-09-13 2020-05-19
25SHS VIACOMCBS INC CLASS P 2019-08-28 2020-07-17
25SHS VIACOMCBS INC CLASS P 2019-08-29 2020-07-17
25SHS VIACOMCBS INC CLASS P 2019-10-07 2020-07-17
50SHS VIACOMCBS INC CLASS P 2019-10-07 2020-09-08
25SHS A T & T INC: T P 2019-01-25 2020-03-09
25SHS A T & T INC: T P 2018-07-23 2020-03-23
50SHS A T & T INC: T P 2019-01-25 2020-03-23
75SHS A T & T INC: T P 2018-07-23 2020-04-01
50SHS A T & T INC: T P 2018-07-23 2020-04-06
50SHS A T & T INC: T P 2019-02-07 2020-04-06
50SHS A T & T INC: T P 2019-02-11 2020-04-06
4SHS ALPHABET INC. CLASS P 2019-08-26 2020-10-30
5SHS ALPHABET INC. CLASS P 2016-03-31 2020-11-19
75SHS ANTERO RESOURCES COR: AR P 2016-07-14 2020-03-16
75SHS ANTERO RESOURCES COR: AR P 2016-12-07 2020-03-16
75SHS ANTERO RESOURCES COR: AR P 2017-01-04 2020-03-16
100SHS ANTERO RESOURCES COR: AR P 2017-03-23 2020-03-16
175SHS ANTERO RESOURCES COR: AR P 2018-01-26 2020-03-16
100SHS ANTERO RESOURCES COR: AR P 2018-05-25 2020-03-16
75SHS ANTERO RESOURCES COR: AR P 2018-09-21 2020-03-16
125SHS ANTERO RESOURCES COR: AR P 2018-12-26 2020-03-16
175SHS ANTERO RESOURCES COR: AR P 2019-03-08 2020-03-16
50SHS APPLE INC: AAPL P 2016-03-31 2020-09-03
30SHS APPLE INC: AAPL P 2016-03-31 2020-09-10
10SHS APPLIED MATERIALS: AMAT P 2018-08-17 2020-08-17
15SHS APPLIED MATERIALS: AMAT P 2018-08-30 2020-08-17
50SHS ARAMARK: ARMK P 2019-04-08 2020-09-23
25SHS ARAMARK: ARMK P 2019-06-24 2020-09-23
25SHS ARAMARK: ARMK P 2019-04-08 2020-09-29
50SHS ARAMARK: ARMK P 2019-04-09 2020-09-29
25SHS BANK OF AMERICA CORP: BAC P 2017-11-14 2020-10-28
60SHS BANK OF AMERICA CORP: BAC P 2017-09-18 2020-12-07
15SHS BERKSHIRE HATHAWAY CLASS P 2016-04-20 2020-12-02
20SHS BERKSHIRE HATHAWAY CLASS P 2016-06-07 2020-12-02
25SHS BERKSHIRE HATHAWAY CLASS P 2016-09-26 2020-12-02
20SHS BERKSHIRE HATHAWAY CLASS P 2016-11-09 2020-12-02
25SHS C I T GROUP INC: CIT P 2018-06-27 2020-02-07
25SHS C I T GROUP INC: CIT P 2018-06-27 2020-08-19
75SHS C I T GROUP INC: CIT P 2018-12-13 2020-08-19
95SHS C I T GROUP INC: CIT P 2016-03-31 2020-09-15
25SHS COMCAST CORP CLASS P 2017-10-31 2020-03-16
50SHS COMCAST CORP CLASS P 2017-10-31 2020-12-04
50SHS CORTEVA INC: CTVA P 2019-06-24 2020-10-06
25SHS CVS HEALTH CORP: CVS P 2017-02-03 2020-12-07
15SHS CVS HEALTH CORP: CVS P 2017-08-28 2020-12-07
50SHS DISCOVERY INC CLASS P 2018-04-03 2020-01-07
75SHS DISCOVERY INC CLASS P 2018-04-03 2020-03-30
125SHS DISCOVERY INC CLASS P 2018-05-31 2020-03-30
25SHS DOMINION ENERGY INC: D P 2018-03-16 2020-01-29
25SHS DOMINION ENERGY INC: D P 2018-04-11 2020-02-03
25SHS DOMINION ENERGY INC: D P 2018-04-23 2020-02-12
150SHS EQT CORP: EQT P 2018-11-20 2020-03-30
200SHS EQT CORP: EQT P 2018-11-20 2020-03-30
7.6SHS EXPEDIA GROUP INC.: EXPE P 2017-03-23 2020-01-30
9SHS EXPEDIA GROUP INC.: EXPE P 2017-03-28 2020-01-30
8.4SHS EXPEDIA GROUP INC.: EXPE P 2018-01-26 2020-01-30
10.4SHS EXPEDIA GROUP INC.: EXPE P 2017-03-23 2020-01-31
14.6SHS EXPEDIA GROUP INC.: EXPE P 2018-10-05 2020-01-31
12.4SHS EXPEDIA GROUP INC.: EXPE P 2018-10-05 2020-02-19
21.6SHS EXPEDIA GROUP INC.: EXPE P 2016-03-31 2020-03-13
50SHS FIRSTENERGY CORP: FE P 2017-01-11 2020-01-29
50SHS FIRSTENERGY CORP: FE P 2017-02-07 2020-02-03
25SHS FIRSTENERGY CORP: FE P 2017-02-07 2020-08-11
150SHS FIRSTENERGY CORP: FE P 2018-01-19 2020-08-18
25SHS GILEAD SCIENCES INC: GILD P 2016-04-20 2020-03-05
25SHS GILEAD SCIENCES INC: GILD P 2016-04-20 2020-03-13
25SHS GILEAD SCIENCES INC: GILD P 2017-02-08 2020-03-20
10SHS GILEAD SCIENCES INC: GILD P 2017-02-08 2020-04-03
15SHS GILEAD SCIENCES INC: GILD P 2017-02-08 2020-04-07
10SHS GILEAD SCIENCES INC: GILD P 2018-05-31 2020-04-07
10SHS GILEAD SCIENCES INC: GILD P 2017-02-13 2020-04-17
15SHS GILEAD SCIENCES INC: GILD P 2018-05-31 2020-04-17
15SHS GILEAD SCIENCES INC: GILD P 2017-02-13 2020-04-20
10SHS GILEAD SCIENCES INC: GILD P 2018-12-13 2020-04-20
40SHS GILEAD SCIENCES INC: GILD P 2018-12-13 2020-04-27
265SHS ISHARES RUSSELL 2000 VALUE ETF: IWN P 2018-06-27 2020-01-15
10SHS LAB CO OF AMER HLDG: LH P 2016-03-31 2020-07-28
10SHS LAB CO OF AMER HLDG: LH P 2016-03-31 2020-10-29
13.8409SHS LIBERTY MEDIA COR 20 RTSRIGHTS P 2016-03-31 2020-05-29
15SHS MCKESSON CORP: MCK P 2016-12-07 2020-01-14
10SHS MCKESSON CORP: MCK P 2018-08-10 2020-01-14
15SHS MCKESSON CORP: MCK P 2018-08-10 2020-02-07
25SHS MCKESSON CORP EXCHANGE OFFER P 2018-08-10 2020-02-28
1513.781SHS NATIONWIDE CORE PLUS BD R6: NWCIX P 2019-01-01 2020-03-27
265SHS NEWS CORP CLASS P 2016-08-03 2020-03-16
25SHS PPL CORP: PPL P 2018-01-05 2020-01-07
25SHS PPL CORP: PPL P 2018-01-08 2020-01-07
50SHS PPL CORP: PPL P 2018-01-05 2020-08-17
75SHS PPL CORP: PPL P 2018-02-27 2020-10-30
90SHS PROGRESSIVE CO OHIO: PGR P 2016-03-31 2020-11-19
50SHS PROGRESSIVE CO OHIO: PGR P 2016-10-10 2020-11-19
20SHS PROGRESSIVE CO OHIO: PGR P 2019-09-13 2020-11-19
25SHS PROGRESSIVE CO OHIO: PGR P 2019-10-16 2020-11-19
25SHS QUALCOMM INC: QCOM P 2016-03-31 2020-01-14
55SHS QUALCOMM INC: QCOM P 2016-03-31 2020-08-31
25SHS SOUTHWEST AIRLINES: LUV P 2018-01-25 2020-03-19
25SHS SOUTHWEST AIRLINES: LUV P 2018-04-27 2020-03-19
50SHS SOUTHWEST AIRLINES: LUV P 2018-04-27 2020-03-20
25SHS SOUTHWEST AIRLINES: LUV P 2018-04-27 2020-03-31
25SHS SOUTHWEST AIRLINES: LUV P 2019-03-22 2020-03-31
40SHS THE COCA-COLA CO: KO P 2018-04-25 2020-01-30
75SHS THE COCA-COLA CO: KO P 2017-01-20 2020-03-24
10SHS THE COCA-COLA CO: KO P 2018-04-25 2020-03-24
1769.628SHS TRANSAMERICA MULTI ASSET INCOME I: P 2019-01-01 2020-03-27
1160.149SHS TRANSAMERICA MULTI-ASSET INCOME I: P 2019-01-01 2020-09-29
2749.411SHS TRANSAMERICA MULTI-ASSET INCOME I: P 2019-01-01 2020-12-04
15SHS VERIZON COMMUNICATN: VZ P 2016-03-31 2020-04-24
50SHS VIACOMCBS INC CLASS P 2019-10-09 2020-12-07
10SHS VIACOMCBS INC CLASS P 2019-10-17 2020-12-07
5SHS WILLIS TOWERS WATSON P F: WLTW P 2018-09-18 2020-10-08
10SHS WILLIS TOWERS WATSON P F: WLTW P 2018-09-25 2020-10-08
10SHS WILLIS TOWERS WATSON P F: WLTW P 2019-06-24 2020-10-08
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 1,953   1,632 321
b 880   816 64
c 665   816 -151
d 2,298   1,944 354
e 2,290   1,944 346
380   2,145 -1,765
276   1,073 -797
1,988   1,462 526
1,326   1,130 196
3,320   3,651 -331
368   522 -154
1,473   1,211 262
950   599 351
1,900   1,310 590
1,425   1,168 257
589   628 -39
2,603   2,262 341
4,571   3,639 932
2,755   2,966 -211
3,189   2,827 362
1,594   1,483 111
4,107   2,663 1,444
2,053   1,317 736
3,871   3,662 209
236   250 -14
1,183   1,171 12
1,365   1,202 163
1,115   689 426
1,672   1,341 331
4,047   4,775 -728
931   1,140 -209
931   1,112 -181
931   1,112 -181
1,506   1,406 100
1,770   1,257 513
1,895   4,383 -2,488
632   1,417 -785
2,065   2,639 -574
2,133   1,888 245
2,650   1,806 844
1,412   903 509
1,473   903 570
1,418   903 515
1,418   849 569
1,736   1,750 -14
907   1,079 -172
2,360   2,186 174
210   330 -120
3,195   4,834 -1,639
1,451   1,951 -500
1,451   1,876 -425
1,474   1,876 -402
1,108   1,824 -716
1,108   1,855 -747
1,438   1,381 57
1,967   1,857 110
52     52
52     52
52     52
814   675 139
1,508   1,335 173
1,562   1,335 227
4,280   3,513 767
12,087   12,337 -250
2,216   1,829 387
107   431 -324
215   846 -631
107   432 -325
215   859 -644
322   1,287 -965
429   1,303 -874
215   620 -405
322   926 -604
895   1,267 -372
1,565   1,894 -329
1,317   1,540 -223
1,948   2,053 -105
455   513 -58
910   948 -38
1,822   1,895 -73
2,278   2,289 -11
1,481   1,159 322
1,481   1,242 239
5,871   7,147 -1,276
7,983   7,022 961
1,730   1,780 -50
1,442   1,488 -46
1,430   3,362 -1,932
500   1,121 -621
999   2,201 -1,202
630   1,043 -413
630   973 -343
1,438   1,946 -508
956   1,085 -129
1,330   1,554 -224
699   775 -76
1,399   1,551 -152
2,881   3,099 -218
1,440   1,468 -28
6,507   4,639 1,868
8,769   3,746 5,023
104   2,025 -1,921
104   1,995 -1,891
104   1,810 -1,706
138   2,252 -2,114
449   6,183 -5,734
345   1,978 -1,633
6,184   1,224 4,960
3,565   734 2,831
1,318   560 758
879   399 480
1,938   2,320 -382
646   770 -124
663   770 -107
1,178   1,315 -137
2,286   1,466 820
4,571   2,859 1,712
5,714   3,617 2,097
3,429   2,277 1,152
2,286   2,069 217
1,179   1,327 -148
100   159 -59
499   1,125 -626
998   2,129 -1,131
399   999 -600
1,730   3,025 -1,295
931   908 23
1,526   1,406 120
763   700 63
838   692 146
3,656   3,799 -143
2,256   1,472 784
1,261   1,472 -211
2,102   2,431 -329
2,133   1,630 503
2,149   1,630 519
1,042   2,535 -1,493
1,215   2,969 -1,754
846   982 -136
986   1,156 -170
1,110   1,308 -198
1,589   1,834 -245
356   409 -53
1,196   1,841 -645
1,150   1,808 -658
1,016   603 413
1,525   923 602
1,288   753 535
737   753 -16
145   151 -6
4,335   4,422 -87
1,901   2,300 -399
359   340 19
401   340 61
1,604   1,359 245
1,932   1,698 234
1,696   1,358 338
424   338 86
417   338 79
1,666   1,353 313
1,574   1,350 224
1,968   1,687 281
4,942   3,537 1,405
2,004   1,169 835
125     125
2,261   2,090 171
3,456   3,093 363
12,888   13,050 -162
2,658   3,299 -641
1,054   934 120
1,582   1,408 174
1,294   1,401 -107
144   149 -5
1,375   1,489 -114
7,554   2,805 4,749
4,721   1,586 3,135
2,361   1,808 553
2,361   1,804 557
2,278   1,230 1,048
6,543   2,706 3,837
1,434   1,501 -67
782   1,501 -719
782   1,330 -548
779   1,330 -551
779   1,304 -525
895   1,247 -352
2,926   2,117 809
1,496   1,059 437
2,038   2,078 -40
612   635 -23
19,104   22,407 -3,303
31,992   28,001 3,991
865   811 54
288   243 45
906   944 -38
1,813   1,897 -84
2,138   1,447 691
3,206   2,880 326
880   809 71
2,298   1,944 354
2,290   1,944 346
414   2,339 -1,925
1,988   1,462 526
3,320   3,651 -331
368   522 -154
1,473   1,211 262
950   599 351
1,900   1,310 590
1,425   1,168 257
1,178   1,256 -78
723   628 95
4,571   3,639 932
1,378   1,483 -105
1,378   1,518 -140
3,189   2,827 362
3,189   2,966 223
4,107   2,663 1,444
2,053   1,317 736
3,871   3,662 209
943   1,000 -57
1,092   1,081 11
1,365   1,202 163
1,115   689 426
1,672   1,341 331
3,035   3,581 -546
931   1,140 -209
931   1,112 -181
1,506   1,406 100
1,895   4,383 -2,488
632   1,417 -785
884   1,086 -202
2,065   2,639 -574
2,650   1,806 844
1,412   903 509
1,473   903 570
1,418   903 515
1,215   1,225 -10
1,542   1,314 228
822   1,293 -471
792   1,248 -456
835   1,268 -433
1,598   2,419 -821
1,451   1,951 -500
1,451   1,876 -425
1,474   1,876 -402
554   912 -358
1,108   1,855 -747
1,180   1,114 66
2,965   1,977 988
26     26
52     52
3,769   3,283 486
4,280   3,513 767
9,505   9,701 -196
1,022   1,303 -281
443   362 81
1,773   1,463 310
107   431 -324
215   846 -631
107   432 -325
215   859 -644
322   1,287 -965
536   1,627 -1,091
215   620 -405
322   926 -604
1,252   1,515 -263
1,463   1,150 313
585   464 121
1,317   1,540 -223
1,948   2,053 -105
455   513 -58
910   947 -37
2,278   2,369 -91
1,822   1,831 -9
1,481   1,159 322
1,481   1,242 239
8,039   9,635 -1,596
6,615   6,429 186
2,018   2,075 -57
1,442   1,461 -19
1,430   3,362 -1,932
500   1,121 -621
999   2,201 -1,202
630   1,043 -413
630   1,067 -437
630   973 -343
1,438   1,946 -508
880   776 104
665   775 -110
1,330   1,552 -222
2,098   2,324 -226
1,440   1,549 -109
1,440   1,468 -28
1,440   1,489 -49
6,507   4,639 1,868
8,769   3,746 5,023
104   2,025 -1,921
104   1,995 -1,891
104   1,810 -1,706
138   2,252 -2,114
242   3,501 -3,259
138   1,814 -1,676
104   1,431 -1,327
173   1,232 -1,059
242   1,386 -1,144
6,184   1,371 4,813
3,565   823 2,742
673   440 233
1,009   653 356
1,292   1,547 -255
646   860 -214
663   773 -110
1,326   1,539 -213
589   657 -68
1,735   1,486 249
3,429   2,195 1,234
4,571   2,859 1,712
5,714   3,617 2,097
4,571   3,035 1,536
1,179   1,242 -63
499   1,242 -743
1,496   3,191 -1,695
1,730   3,025 -1,295
931   908 23
2,595   1,815 780
1,526   1,406 120
1,828   1,900 -72
1,097   1,136 -39
1,504   982 522
1,261   1,472 -211
2,102   2,431 -329
2,133   1,761 372
2,147   1,630 517
2,149   1,628 521
1,042   2,535 -1,493
1,389   3,394 -2,005
820   967 -147
972   1,156 -184
907   1,140 -233
1,125   1,323 -198
1,579   1,818 -239
1,517   1,544 -27
1,380   2,124 -744
2,541   1,539 1,002
2,575   1,507 1,068
737   753 -16
4,335   4,422 -87
1,901   2,211 -310
1,797   2,211 -414
2,004   1,698 306
787   679 108
1,159   1,019 140
773   676 97
848   675 173
1,272   1,015 257
1,250   1,013 237
833   674 159
3,149   2,695 454
33,795   35,616 -1,821
1,977   1,169 808
2,004   1,169 835
149     149
2,261   2,090 171
1,508   1,235 273
2,342   1,853 489
3,456   3,088 368
15,470   15,611 -141
2,709   3,362 -653
879   778 101
879   782 97
1,438   1,556 -118
2,062   2,233 -171
8,498   3,155 5,343
4,721   1,586 3,135
1,888   1,446 442
2,361   1,804 557
2,278   1,230 1,048
6,543   2,706 3,837
782   1,501 -719
782   1,329 -547
1,558   2,657 -1,099
895   1,328 -433
895   1,246 -351
2,341   1,695 646
3,058   3,112 -54
408   423 -15
16,936   18,953 -2,017
13,360   11,739 1,621
34,975   27,274 7,701
865   810 55
1,813   1,887 -74
363   374 -11
1,069   732 337
2,139   1,446 693
2,139   1,921 218
1,009     1,009
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       321
b       64
c       -151
d       354
e       346
      -1,765
      -797
      526
      196
      -331
      -154
      262
      351
      590
      257
      -39
      341
      932
      -211
      362
      111
      1,444
      736
      209
      -14
      12
      163
      426
      331
      -728
      -209
      -181
      -181
      100
      513
      -2,488
      -785
      -574
      245
      844
      509
      570
      515
      569
      -14
      -172
      174
      -120
      -1,639
      -500
      -425
      -402
      -716
      -747
      57
      110
      52
      52
      52
      139
      173
      227
      767
      -250
      387
      -324
      -631
      -325
      -644
      -965
      -874
      -405
      -604
      -372
      -329
      -223
      -105
      -58
      -38
      -73
      -11
      322
      239
      -1,276
      961
      -50
      -46
      -1,932
      -621
      -1,202
      -413
      -343
      -508
      -129
      -224
      -76
      -152
      -218
      -28
      1,868
      5,023
      -1,921
      -1,891
      -1,706
      -2,114
      -5,734
      -1,633
      4,960
      2,831
      758
      480
      -382
      -124
      -107
      -137
      820
      1,712
      2,097
      1,152
      217
      -148
      -59
      -626
      -1,131
      -600
      -1,295
      23
      120
      63
      146
      -143
      784
      -211
      -329
      503
      519
      -1,493
      -1,754
      -136
      -170
      -198
      -245
      -53
      -645
      -658
      413
      602
      535
      -16
      -6
      -87
      -399
      19
      61
      245
      234
      338
      86
      79
      313
      224
      281
      1,405
      835
      125
      171
      363
      -162
      -641
      120
      174
      -107
      -5
      -114
      4,749
      3,135
      553
      557
      1,048
      3,837
      -67
      -719
      -548
      -551
      -525
      -352
      809
      437
      -40
      -23
      -3,303
      3,991
      54
      45
      -38
      -84
      691
      326
      71
      354
      346
      -1,925
      526
      -331
      -154
      262
      351
      590
      257
      -78
      95
      932
      -105
      -140
      362
      223
      1,444
      736
      209
      -57
      11
      163
      426
      331
      -546
      -209
      -181
      100
      -2,488
      -785
      -202
      -574
      844
      509
      570
      515
      -10
      228
      -471
      -456
      -433
      -821
      -500
      -425
      -402
      -358
      -747
      66
      988
      26
      52
      486
      767
      -196
      -281
      81
      310
      -324
      -631
      -325
      -644
      -965
      -1,091
      -405
      -604
      -263
      313
      121
      -223
      -105
      -58
      -37
      -91
      -9
      322
      239
      -1,596
      186
      -57
      -19
      -1,932
      -621
      -1,202
      -413
      -437
      -343
      -508
      104
      -110
      -222
      -226
      -109
      -28
      -49
      1,868
      5,023
      -1,921
      -1,891
      -1,706
      -2,114
      -3,259
      -1,676
      -1,327
      -1,059
      -1,144
      4,813
      2,742
      233
      356
      -255
      -214
      -110
      -213
      -68
      249
      1,234
      1,712
      2,097
      1,536
      -63
      -743
      -1,695
      -1,295
      23
      780
      120
      -72
      -39
      522
      -211
      -329
      372
      517
      521
      -1,493
      -2,005
      -147
      -184
      -233
      -198
      -239
      -27
      -744
      1,002
      1,068
      -16
      -87
      -310
      -414
      306
      108
      140
      97
      173
      257
      237
      159
      454
      -1,821
      808
      835
      149
      171
      273
      489
      368
      -141
      -653
      101
      97
      -118
      -171
      5,343
      3,135
      442
      557
      1,048
      3,837
      -719
      -547
      -1,099
      -433
      -351
      646
      -54
      -15
      -2,017
      1,621
      7,701
      55
      -74
      -11
      337
      693
      218
      1,009
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 17,541
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
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 1,411
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 1,411
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,411
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 1,992
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,992
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 581
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet581 RefundedBullet 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 the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletVA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletJAMIE S MORINI Telephone no.bullet (804) 733-2011

    Located atbullet146 N SYCAMORE STREETPETERSBURGVA ZIP+4bullet238030146
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
    No
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    BETTY J FORBES DIRECTOR
    0.25     		0 0 0
    POST OFFICE BOX 1688
    PETERSBURG,VA238051688
    MARK H STEVENS DIRECTOR
    0.25     		0 0 0
    POST OFFICE BOX 1688
    PETERSBURG,VA238051688
    BRYAN CARPER TREASURER
    0.25     		0 0 0
    POST OFFICE BOX 1688
    PETERSBURG,VA238051688
    WILLIAM H TALLEY IV PRESIDENT
    0.25     		0 0 0
    POST OFFICE BOX 1688
    PETERSBURG,VA238051688
    WILLIAM A YOUNG JR VICE PRESIDENT
    0.25     		0 0 0
    POST OFFICE BOX 1688
    PETERSBURG,VA238051688
    GALE BECK DIRECTOR
    0.25     		0 0 0
    POST OFFICE BOX 1688
    PETERSBURG,VA238051688
    PAMELA M COMSTOCK SECRETARY
    0.25     		0 0 0
    POST OFFICE BOX 1688
    PETERSBURG,VA238051688
    KEVIN MASSENGILL DIRECTOR
    0.25     		0 0 0
    POST OFFICE BOX 1688
    PETERSBURG,VA238051688
    THAYER T BAIRD DIRECTOR
    0.25     		0 0 0
    POST OFFICE BOX 1688
    PETERSBURG,VA238051688
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 GRANTS TO OTHER CHARITABLE ORGANIZATIONS 70,350
    2 SCHOLARSHIPS TO COLLEGE STUDENTS 68,250
    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 (2020)
    Form 990-PF (2020)
    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
    2,994,941
    b
    Average of monthly cash balances.......................
    1b
    80,619
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,075,560
    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
    3,075,560
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    46,133
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    3,029,427
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    151,471
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    151,471
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    1,411
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,411
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    150,060
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    150,060
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    150,060
    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
    147,789
    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
    147,789
    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
    147,789
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 150,060
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 142,152
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 147,789
    a Applied to 2019, but not more than line 2a 142,152
    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 2020 distributable amount..... 5,637
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		144,423
    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 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    JAMIE S MORINI
    PO BOX 1688
    PETERSBURG,VA238051688
    (804) 733-2011
    JMORINI@WHTS.COM
    bThe form in which applications should be submitted and information and materials they should include:
    HOME'S SCHOLARSHIP AND GRANT APPLICATIONS
    cAny submission deadlines:
    APRIL AND SEPTEMBER
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    LIMITED TO RESIDENTS OF SOUTHSIDE VIRGINIA
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    AMERICAN RED CROSS OF CAPITAL VIRGINIA
    22 WEST WASHINGTON STREET
    PETERSBURG,VA23805     		NONE   CHARITABLE GRANTS 1,000
    CARSON COMMUNITY FOOD PANTRY
    12715 ACORN DRIVE
    NORTH DINWIDDIE,VA23805     		NONE   CHARITABLE GRANTS 2,000
    DOWNTOWN CHURCHES UNITED INC HOPE CENTER
    PO BOX 1202
    PETERSBURG,VA23805     		NONE   CHARITABLE GRANTS 4,000
    FELLOWSHIP OF CHRISTIAN ATHLETES
    320 NEWCASTLE DRIVE
    COLONIAL HEIGHTS,VA23834     		NONE   CHARITABLE GRANTS 5,000
    HEART OF VIRGINIA COUNCIL BOY SCOUTS OF AMERICA
    PO BOX 751
    PETERSBURG,VA23804     		NONE   CHARITABLE GRANTS 5,000
    JACKSON-FIELD HOMES
    546 WALNUT GROVE DRIVE
    JARRATT,VA23867     		NONE   CHARITABLE GRANTS 5,000
    JOHN TYLER FOUNDATION
    800 CHARTER COLONY PARKWAY
    MIDLOTHIAN,VA23114     		NONE   CHARITABLE GRANTS 5,000
    PETERSBURG FAMILY YMCA
    120 N MADISON STREET
    PETERSBURG,VA23803     		NONE   CHARITABLE GRANTS 6,000
    PETERSBURG SYMPHONY ORCHESTRA
    PO BOX 2146
    PETERSBURG,VA23805     		NONE   CHARITABLE GRANTS 2,000
    PREGNANCY SUPPORT CENTER OF THE TRI-CITIES
    700 S SYCAMORE STREET SUITE 12
    PETERSBURG,VA23803     		NONE   CHARITABLE GRANTS 2,850
    RICHARD BLAND COLLEGE FOUNDATION
    11321 JOHNSON ROAD
    SOUTH PRINCE GEORGE,VA23805     		NONE   CHARITABLE GRANTS 5,000
    SOUTHSIDE VIRGINIA EMERGENCY CREW
    PO BOX 574
    PETERSBURG,VA23804     		NONE   CHARITABLE GRANTS 2,500
    ST JOSEPH'S VILLA
    8000 BROOK ROAD
    RICHMOND,VA23227     		NONE   CHARITABLE GRANTS 3,000
    SWIFT CREEK MILL THEATER
    PO BOX 41
    COLONIAL HEIGHTS,VA23831     		NONE   CHARITABLE GRANTS 5,000
    TRI-CITIES WORKCAMPS INC
    PO BOX 1761
    PETERSBURG,VA23805     		NONE   CHARITABLE GRANTS 5,000
    UNITED METHODIST FAMILY SERVICES
    3900 WEST BROAD STREET
    RICHMOND,VA23230     		NONE   CHARITABLE GRANTS 10,000
    WEST END BAPTIST CHURCH FOOD PANTRY
    6506 BOYDTON PLANK ROAD
    NORTH DINWIDDIE,VA23803     		NONE   CHARITABLE GRANTS 2,000
    JILLIAN O'SHEA
    6248 GOSSAMER TERRACE
    MOSELEY,VA23120     		NONE   EDUCATIONAL SCHOLARSHIPS 500
    HALEY BENDALL
    7004 SEAL LANE
    DISPUTANTA,VA23842     		NONE   EDUCATIONAL SCHOLARSHIPS 500
    KENDALL HILL
    11909 CHADWICK LANE
    SOUTH PRINCE GEORGE,VA23805     		NONE   EDUCATIONAL SCHOLARSHIPS 500
    VENABLE JOHNSON
    15231 PROVIDENCE WOODS LANE
    SOUTH PRINCE GEORGE,VA23805     		NONE   EDUCATIONAL SCHOLARSHIPS 500
    WILSON JOHNSON
    4540 RIDGECREST LANE
    COLONIAL HEIGHTS,VA23834     		NONE   EDUCATIONAL SCHOLARSHIPS 500
    MARY MARTINO
    902 GERMAR COURT
    COLONIAL HEIGHTS,VA23834     		NONE   EDUCATIONAL SCHOLARSHIPS 500
    SETH MOORE
    5501 STATION ROAD
    SUTHERLAND,VA23885     		NONE   EDUCATIONAL SCHOLARSHIPS 500
    ASHLEY PIKE
    202 RIVERS BEND CIRCLE
    CHESTER,VA23836     		NONE   EDUCATIONAL SCHOLARSHIPS 500
    NOAH STONE
    17495 OLD CRYORS ROAD
    MCKENNEY,VA23872     		NONE   EDUCATIONAL SCHOLARSHIPS 500
    KEONTE SURITA
    1385 BURMA COURT
    RICHMOND,VA23231     		NONE   EDUCATIONAL SCHOLARSHIPS 750
    ZACHARY ADAMS
    2091 EXETER MILL ROAD
    CHURCH ROAD,VA23833     		NONE   EDUCATIONAL SCHOLARSHIPS 750
    KAYLEIGH MOORE
    5501 STATION ROAD
    SUTHERLAND,VA23885     		NONE   EDUCATIONAL SCHOLARSHIPS 750
    SPENCER ALDERSON
    118 BRIARCLIFFE COURT
    COLONIAL HEIGHTS,VA23834     		NONE   EDUCATIONAL SCHOLARSHIPS 750
    LAURA ROWLAND
    7506 COURTHOUSE ROAD
    CHURCH ROAD,VA23833     		NONE   EDUCATIONAL SCHOLARSHIPS 750
    PREXIOUX WALKER
    460 LOMBARDY STREET
    SOUTH HILL,VA23970     		NONE   EDUCATIONAL SCHOLARSHIPS 750
    AMANDA WHITLEY
    3310 SAINT CHARLES STREET
    HOPEWELL,VA23860     		NONE   EDUCATIONAL SCHOLARSHIPS 1,000
    ELIZABETH WILSON
    10749 BLAND RIDGE COURT
    PETERSBURG,VA23805     		NONE   EDUCATIONAL SCHOLARSHIPS 1,000
    MATTHEW CULBREATH
    7219 ANDERSON MILL ROAD
    CHURCH ROAD,VA23833     		NONE   EDUCATIONAL SCHOLARSHIPS 1,000
    JAMES CORRIGAN
    6908 BIRCHETT DRIVE
    PRINCE GEORGE,VA23875     		NONE   EDUCATIONAL SCHOLARSHIPS 1,000
    MIRANDA CLARKE
    15077 SANDY FIELD ROAD
    STONY CREEK,VA23882     		NONE   EDUCATIONAL SCHOLARSHIPS 1,000
    JESSICA STUTZ
    512 EASTWIND COURT
    COLONIAL HEIGHTS,VA23834     		NONE   EDUCATIONAL SCHOLARSHIPS 1,250
    PAMELA RIDPATH
    1836 DUKE OF GLOUCESTER STREET
    COLONIAL HEIGHTS,VA23834     		NONE   EDUCATIONAL SCHOLARSHIPS 1,250
    SAVANNAH CREW
    319 YORKTOWN DRIVE
    COLONIAL HEIGHTS,VA23834     		NONE   EDUCATIONAL SCHOLARSHIPS 1,250
    AARON EZELL
    316 NORTH TEMPLE AVENUE
    COLONIAL HEIGHTS,VA23834     		NONE   EDUCATIONAL SCHOLARSHIPS 1,250
    ANISA ISAAC
    5901 LARCHWOOD DRIVE
    DISPUTANTA,VA23842     		NONE   EDUCATIONAL SCHOLARSHIPS 1,250
    MATTHEW MEHFOUD
    131 DUNOON COURT
    COLONIAL HEIGHTS,VA23834     		NONE   EDUCATIONAL SCHOLARSHIPS 1,500
    MEREDITH SHORT
    12148 WERTH STREET
    CHESTER,VA23831     		NONE   EDUCATIONAL SCHOLARSHIPS 1,500
    MACY BEVILLE
    21010 COX ROAD
    SUTHERLAND,VA23885     		NONE   EDUCATIONAL SCHOLARSHIPS 1,500
    CAMRYN RIDPATH
    1836 DUKE OF GLOUCESTER STREET
    COLONIAL HEIGHTS,VA23834     		NONE   EDUCATIONAL SCHOLARSHIPS 1,500
    BECCA SIOK
    1101 G LAWRENCE STREET
    RADFORD,VA24141     		NONE   EDUCATIONAL SCHOLARSHIPS 1,750
    LEXI WISEMAN
    14155 BROWNS ROAD
    CHURCH ROAD,VA23833     		NONE   EDUCATIONAL SCHOLARSHIPS 1,750
    KATIE PETERSON
    337 MALLARD DRIVE
    COLONIAL HEIGHTS,VA23834     		NONE   EDUCATIONAL SCHOLARSHIPS 1,750
    TAYLOR ANDERSON
    619 WHIFFLETREE ROAD
    NORTH CHESTERFIELD,VA23236     		NONE   EDUCATIONAL SCHOLARSHIPS 1,750
    KENNEDY GRIFFIN
    113 TRALEE DRIVE
    CHESTER,VA23836     		NONE   EDUCATIONAL SCHOLARSHIPS 1,750
    HAYLEY KARP
    14750 BRIARPATCH LANE
    DEWITT,VA23840     		NONE   EDUCATIONAL SCHOLARSHIPS 1,750
    NIKOLAS LETHCO
    23307 PEAR TREE LANE
    NORTH DINWIDDIE,VA23803     		NONE   EDUCATIONAL SCHOLARSHIPS 2,000
    ROBERT ELEY
    3616 LUNDIE LANE
    PETERSBURG,VA23805     		NONE   EDUCATIONAL SCHOLARSHIPS 2,000
    RACHEL HUGHES
    5816 TROY LANE
    SUTHERLAND,VA23885     		NONE   EDUCATIONAL SCHOLARSHIPS 2,000
    HUNTER FRAKES
    12945 HATCHER DRIVE
    CHURCH ROAD,VA23833     		NONE   EDUCATIONAL SCHOLARSHIPS 2,000
    BROOKE LOVING
    4300 BOXWOOD DRIVE
    PRINCE GEORGE,VA23875     		NONE   EDUCATIONAL SCHOLARSHIPS 2,500
    CALEB COLLINS
    24518 PLANTATION DRIVE
    NORTH DINWIDDIE,VA23803     		NONE   EDUCATIONAL SCHOLARSHIPS 2,500
    MARK GOLOVAN
    7513 FLOWERING MAGNOLIA LANE
    QUINTON,VA23141     		NONE   EDUCATIONAL SCHOLARSHIPS 2,750
    TEENA WEST
    3119 TALLEYWOOD LANE
    CHESTER,VA23831     		NONE   EDUCATIONAL SCHOLARSHIPS 2,750
    TYLER SPIERS
    21014 DOUBLE BRANCH ROAD
    STONY CREEK,VA23882     		NONE   EDUCATIONAL SCHOLARSHIPS 2,750
    TAYLOR JENKINS
    124 LAURENS LANE
    COLONIAL HEIGHTS,VA23834     		NONE   EDUCATIONAL SCHOLARSHIPS 3,250
    LAILA AMPY-THOMAS
    16719 AMHERST OAK LANE
    SOUTH CHESTERFIELD,VA23834     		NONE   EDUCATIONAL SCHOLARSHIPS 3,500
    MICHAYLA COX-SMITH
    1134 WEST BOOKER CIRCLE
    PETERSBURG,VA23803     		NONE   EDUCATIONAL SCHOLARSHIPS 3,500
    Total .................................bullet 3a 138,600
    bApproved for future payment
    JILLIAN O'SHEA
    6248 GOSSAMER TERRACE
    MOSELEY,VA23120     		NONE   EDUCATIONAL SCHOLARSHIPS 500
    HALEY BENDALL
    7004 SEAL LANE
    DISPUTANTA,VA23842     		NONE   EDUCATIONAL SCHOLARSHIPS 500
    KENDALL HILL
    11909 CHADWICK LANE
    SOUTH PRINCE GEORGE,VA23805     		NONE   EDUCATIONAL SCHOLARSHIPS 500
    VENABLE JOHNSON
    15231 PROVIDENCE WOODS LANE
    SOUTH PRINCE GEORGE,VA23805     		NONE   EDUCATIONAL SCHOLARSHIPS 500
    WILSON JOHNSON
    4540 RIDGECREST LANE
    COLONIAL HEIGHTS,VA23834     		NONE   EDUCATIONAL SCHOLARSHIPS 500
    MARY MARTINO
    902 GERMAR COURT
    COLONIAL HEIGHTS,VA23834     		NONE   EDUCATIONAL SCHOLARSHIPS 500
    SETH MOORE
    5501 STATION ROAD
    SUTHERLAND,VA23885     		NONE   EDUCATIONAL SCHOLARSHIPS 500
    ASHLEY PIKE
    202 RIVERS BEND CIRCLE
    CHESTER,VA23836     		NONE   EDUCATIONAL SCHOLARSHIPS 500
    NOAH STONE
    17495 OLD CRYORS ROAD
    MCKENNEY,VA23872     		NONE   EDUCATIONAL SCHOLARSHIPS 500
    MATTHEW MEHFOUD
    131 DUNOON COURT
    COLONIAL HEIGHTS,VA23834     		NONE   EDUCATIONAL SCHOLARSHIPS 500
    MEREDITH SHORT
    12148 WERTH STREET
    CHESTER,VA23831     		NONE   EDUCATIONAL SCHOLARSHIPS 500
    LEXI WISEMAN
    14155 BROWNS ROAD
    CHURCH ROAD,VA23833     		NONE   EDUCATIONAL SCHOLARSHIPS 500
    KATIE PETERSON
    337 MALLARD DRIVE
    COLONIAL HEIGHTS,VA23834     		NONE   EDUCATIONAL SCHOLARSHIPS 500
    CALEB COLLINS
    24518 PLANTATION DRIVE
    NORTH DINWIDDIE,VA23803     		NONE   EDUCATIONAL SCHOLARSHIPS 500
    SPENCER ALDERSON
    118 BRIARCLIFFE COURT
    COLONIAL HEIGHTS,VA23834     		NONE   EDUCATIONAL SCHOLARSHIPS 750
    LAURA ROWLAND
    7506 COURTHOUSE ROAD
    CHURCH ROAD,VA23833     		NONE   EDUCATIONAL SCHOLARSHIPS 750
    PREXIOUX WALKER
    460 LOMBARDY STREET
    SOUTH HILL,VA23970     		NONE   EDUCATIONAL SCHOLARSHIPS 750
    RACHEL HUGHES
    5816 TROY LANE
    SUTHERLAND,VA23885     		NONE   EDUCATIONAL SCHOLARSHIPS 750
    MATTHEW CULBREATH
    7219 ANDERSON MILL ROAD
    CHURCH ROAD,VA23833     		NONE   EDUCATIONAL SCHOLARSHIPS 1,000
    SHELBY STEVENS
    24620 SMITH GROVE ROAD
    NORTH DINWIDDIE,VA23803     		NONE   EDUCATIONAL SCHOLARSHIPS 1,000
    JESSICA STUTZ
    512 EASTWIND COURT
    COLONIAL HEIGHTS,VA23834     		NONE   EDUCATIONAL SCHOLARSHIPS 1,250
    SAVANNAH CREW
    319 YORKTOWN DRIVE
    COLONIAL HEIGHTS,VA23834     		NONE   EDUCATIONAL SCHOLARSHIPS 1,250
    AARON EZELL
    316 NORTH TEMPLE AVENUE
    COLONIAL HEIGHTS,VA23834     		NONE   EDUCATIONAL SCHOLARSHIPS 1,250
    ANISA ISAAC
    5901 LARCHWOOD DRIVE
    DISPUTANTA,VA23842     		NONE   EDUCATIONAL SCHOLARSHIPS 1,250
    TEENA WEST
    3119 TALLEYWOOD LANE
    CHESTER,VA23831     		NONE   EDUCATIONAL SCHOLARSHIPS 1,250
    TYLER SPIERS
    21014 DOUBLE BRANCH ROAD
    STONY CREEK,VA23882     		NONE   EDUCATIONAL SCHOLARSHIPS 1,250
    TAYLOR ANDERSON
    619 WHIFFLETREE ROAD
    NORTH CHESTERFIELD,VA23236     		NONE   EDUCATIONAL SCHOLARSHIPS 1,750
    KENNEDY GRIFFIN
    113 TRALEE DRIVE
    CHESTER,VA23836     		NONE   EDUCATIONAL SCHOLARSHIPS 1,750
    HAYLEY KARP
    14750 BRIARPATCH LANE
    DEWITT,VA23840     		NONE   EDUCATIONAL SCHOLARSHIPS 1,750
    TAYLOR JENKINS
    124 LAURENS LANE
    COLONIAL HEIGHTS,VA23834     		NONE   EDUCATIONAL SCHOLARSHIPS 1,750
    ALAJ'AH ATKINS
    431 FOREST LANE
    PETERSBURG,VA23805     		NONE   EDUCATIONAL SCHOLARSHIPS 3,500
    ARBRIANNA HARRIS
    3923 RIVER ROAD
    SOUTH CHESTERFIELD,VA23803     		NONE   EDUCATIONAL SCHOLARSHIPS 3,500
    ANTONIO TUCKER
    16017 FLATFOOT ROAD
    DINWIDDIE,VA23841     		NONE   EDUCATIONAL SCHOLARSHIPS 3,500
    Total .................................bullet 3b 37,000
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 2  
    4 Dividends and interest from securities....     14 96,119  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 17,541  
    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).. 0 113,662 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    113,662
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 instructions.
    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 (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    Form 990PF Part XV Line 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
    AMERICAN RED CROSS OF CAPITAL VIRGINIA22 WEST WASHINGTON STREET
    PETERSBURG,VA23805     		NONE   CHARITABLE GRANTS 1,000
    CARSON COMMUNITY FOOD PANTRY12715 ACORN DRIVE
    NORTH DINWIDDIE,VA23805     		NONE   CHARITABLE GRANTS 2,000
    DOWNTOWN CHURCHES UNITED INC HOPE CENTERPO BOX 1202
    PETERSBURG,VA23805     		NONE   CHARITABLE GRANTS 4,000
    FELLOWSHIP OF CHRISTIAN ATHLETES320 NEWCASTLE DRIVE
    COLONIAL HEIGHTS,VA23834     		NONE   CHARITABLE GRANTS 5,000
    HEART OF VIRGINIA COUNCIL BOY SCOUTS OF AMERICAPO BOX 751
    PETERSBURG,VA23804     		NONE   CHARITABLE GRANTS 5,000
    JACKSON-FIELD HOMES546 WALNUT GROVE DRIVE
    JARRATT,VA23867     		NONE   CHARITABLE GRANTS 5,000
    JOHN TYLER FOUNDATION800 CHARTER COLONY PARKWAY
    MIDLOTHIAN,VA23114     		NONE   CHARITABLE GRANTS 5,000
    PETERSBURG FAMILY YMCA120 N MADISON STREET
    PETERSBURG,VA23803     		NONE   CHARITABLE GRANTS 6,000
    PETERSBURG SYMPHONY ORCHESTRAPO BOX 2146
    PETERSBURG,VA23805     		NONE   CHARITABLE GRANTS 2,000
    PREGNANCY SUPPORT CENTER OF THE TRI-CITIES700 S SYCAMORE STREET SUITE 12
    PETERSBURG,VA23803     		NONE   CHARITABLE GRANTS 2,850
    RICHARD BLAND COLLEGE FOUNDATION11321 JOHNSON ROAD
    SOUTH PRINCE GEORGE,VA23805     		NONE   CHARITABLE GRANTS 5,000
    SOUTHSIDE VIRGINIA EMERGENCY CREWPO BOX 574
    PETERSBURG,VA23804     		NONE   CHARITABLE GRANTS 2,500
    ST JOSEPH'S VILLA8000 BROOK ROAD
    RICHMOND,VA23227     		NONE   CHARITABLE GRANTS 3,000
    SWIFT CREEK MILL THEATERPO BOX 41
    COLONIAL HEIGHTS,VA23831     		NONE   CHARITABLE GRANTS 5,000
    TRI-CITIES WORKCAMPS INCPO BOX 1761
    PETERSBURG,VA23805     		NONE   CHARITABLE GRANTS 5,000
    UNITED METHODIST FAMILY SERVICES3900 WEST BROAD STREET
    RICHMOND,VA23230     		NONE   CHARITABLE GRANTS 10,000
    WEST END BAPTIST CHURCH FOOD PANTRY6506 BOYDTON PLANK ROAD
    NORTH DINWIDDIE,VA23803     		NONE   CHARITABLE GRANTS 2,000
    JILLIAN O'SHEA6248 GOSSAMER TERRACE
    MOSELEY,VA23120     		NONE   EDUCATIONAL SCHOLARSHIPS 500
    HALEY BENDALL7004 SEAL LANE
    DISPUTANTA,VA23842     		NONE   EDUCATIONAL SCHOLARSHIPS 500
    KENDALL HILL11909 CHADWICK LANE
    SOUTH PRINCE GEORGE,VA23805     		NONE   EDUCATIONAL SCHOLARSHIPS 500
    VENABLE JOHNSON15231 PROVIDENCE WOODS LANE
    SOUTH PRINCE GEORGE,VA23805     		NONE   EDUCATIONAL SCHOLARSHIPS 500
    WILSON JOHNSON4540 RIDGECREST LANE
    COLONIAL HEIGHTS,VA23834     		NONE   EDUCATIONAL SCHOLARSHIPS 500
    MARY MARTINO902 GERMAR COURT
    COLONIAL HEIGHTS,VA23834     		NONE   EDUCATIONAL SCHOLARSHIPS 500
    SETH MOORE5501 STATION ROAD
    SUTHERLAND,VA23885     		NONE   EDUCATIONAL SCHOLARSHIPS 500
    ASHLEY PIKE202 RIVERS BEND CIRCLE
    CHESTER,VA23836     		NONE   EDUCATIONAL SCHOLARSHIPS 500
    NOAH STONE17495 OLD CRYORS ROAD
    MCKENNEY,VA23872     		NONE   EDUCATIONAL SCHOLARSHIPS 500
    KEONTE SURITA1385 BURMA COURT
    RICHMOND,VA23231     		NONE   EDUCATIONAL SCHOLARSHIPS 750
    ZACHARY ADAMS2091 EXETER MILL ROAD
    CHURCH ROAD,VA23833     		NONE   EDUCATIONAL SCHOLARSHIPS 750
    KAYLEIGH MOORE5501 STATION ROAD
    SUTHERLAND,VA23885     		NONE   EDUCATIONAL SCHOLARSHIPS 750
    SPENCER ALDERSON118 BRIARCLIFFE COURT
    COLONIAL HEIGHTS,VA23834     		NONE   EDUCATIONAL SCHOLARSHIPS 750
    LAURA ROWLAND7506 COURTHOUSE ROAD
    CHURCH ROAD,VA23833     		NONE   EDUCATIONAL SCHOLARSHIPS 750
    PREXIOUX WALKER460 LOMBARDY STREET
    SOUTH HILL,VA23970     		NONE   EDUCATIONAL SCHOLARSHIPS 750
    AMANDA WHITLEY3310 SAINT CHARLES STREET
    HOPEWELL,VA23860     		NONE   EDUCATIONAL SCHOLARSHIPS 1,000
    ELIZABETH WILSON10749 BLAND RIDGE COURT
    PETERSBURG,VA23805     		NONE   EDUCATIONAL SCHOLARSHIPS 1,000
    MATTHEW CULBREATH7219 ANDERSON MILL ROAD
    CHURCH ROAD,VA23833     		NONE   EDUCATIONAL SCHOLARSHIPS 1,000
    JAMES CORRIGAN6908 BIRCHETT DRIVE
    PRINCE GEORGE,VA23875     		NONE   EDUCATIONAL SCHOLARSHIPS 1,000
    MIRANDA CLARKE15077 SANDY FIELD ROAD
    STONY CREEK,VA23882     		NONE   EDUCATIONAL SCHOLARSHIPS 1,000
    JESSICA STUTZ512 EASTWIND COURT
    COLONIAL HEIGHTS,VA23834     		NONE   EDUCATIONAL SCHOLARSHIPS 1,250
    PAMELA RIDPATH1836 DUKE OF GLOUCESTER STREET
    COLONIAL HEIGHTS,VA23834     		NONE   EDUCATIONAL SCHOLARSHIPS 1,250
    SAVANNAH CREW319 YORKTOWN DRIVE
    COLONIAL HEIGHTS,VA23834     		NONE   EDUCATIONAL SCHOLARSHIPS 1,250
    AARON EZELL316 NORTH TEMPLE AVENUE
    COLONIAL HEIGHTS,VA23834     		NONE   EDUCATIONAL SCHOLARSHIPS 1,250
    ANISA ISAAC5901 LARCHWOOD DRIVE
    DISPUTANTA,VA23842     		NONE   EDUCATIONAL SCHOLARSHIPS 1,250
    MATTHEW MEHFOUD131 DUNOON COURT
    COLONIAL HEIGHTS,VA23834     		NONE   EDUCATIONAL SCHOLARSHIPS 1,500
    MEREDITH SHORT12148 WERTH STREET
    CHESTER,VA23831     		NONE   EDUCATIONAL SCHOLARSHIPS 1,500
    MACY BEVILLE21010 COX ROAD
    SUTHERLAND,VA23885     		NONE   EDUCATIONAL SCHOLARSHIPS 1,500
    CAMRYN RIDPATH1836 DUKE OF GLOUCESTER STREET
    COLONIAL HEIGHTS,VA23834     		NONE   EDUCATIONAL SCHOLARSHIPS 1,500
    BECCA SIOK1101 G LAWRENCE STREET
    RADFORD,VA24141     		NONE   EDUCATIONAL SCHOLARSHIPS 1,750
    LEXI WISEMAN14155 BROWNS ROAD
    CHURCH ROAD,VA23833     		NONE   EDUCATIONAL SCHOLARSHIPS 1,750
    KATIE PETERSON337 MALLARD DRIVE
    COLONIAL HEIGHTS,VA23834     		NONE   EDUCATIONAL SCHOLARSHIPS 1,750
    TAYLOR ANDERSON619 WHIFFLETREE ROAD
    NORTH CHESTERFIELD,VA23236     		NONE   EDUCATIONAL SCHOLARSHIPS 1,750
    KENNEDY GRIFFIN113 TRALEE DRIVE
    CHESTER,VA23836     		NONE   EDUCATIONAL SCHOLARSHIPS 1,750
    HAYLEY KARP14750 BRIARPATCH LANE
    DEWITT,VA23840     		NONE   EDUCATIONAL SCHOLARSHIPS 1,750
    NIKOLAS LETHCO23307 PEAR TREE LANE
    NORTH DINWIDDIE,VA23803     		NONE   EDUCATIONAL SCHOLARSHIPS 2,000
    ROBERT ELEY3616 LUNDIE LANE
    PETERSBURG,VA23805     		NONE   EDUCATIONAL SCHOLARSHIPS 2,000
    RACHEL HUGHES5816 TROY LANE
    SUTHERLAND,VA23885     		NONE   EDUCATIONAL SCHOLARSHIPS 2,000
    HUNTER FRAKES12945 HATCHER DRIVE
    CHURCH ROAD,VA23833     		NONE   EDUCATIONAL SCHOLARSHIPS 2,000
    BROOKE LOVING4300 BOXWOOD DRIVE
    PRINCE GEORGE,VA23875     		NONE   EDUCATIONAL SCHOLARSHIPS 2,500
    CALEB COLLINS24518 PLANTATION DRIVE
    NORTH DINWIDDIE,VA23803     		NONE   EDUCATIONAL SCHOLARSHIPS 2,500
    MARK GOLOVAN7513 FLOWERING MAGNOLIA LANE
    QUINTON,VA23141     		NONE   EDUCATIONAL SCHOLARSHIPS 2,750
    TEENA WEST3119 TALLEYWOOD LANE
    CHESTER,VA23831     		NONE   EDUCATIONAL SCHOLARSHIPS 2,750
    TYLER SPIERS21014 DOUBLE BRANCH ROAD
    STONY CREEK,VA23882     		NONE   EDUCATIONAL SCHOLARSHIPS 2,750
    TAYLOR JENKINS124 LAURENS LANE
    COLONIAL HEIGHTS,VA23834     		NONE   EDUCATIONAL SCHOLARSHIPS 3,250
    LAILA AMPY-THOMAS16719 AMHERST OAK LANE
    SOUTH CHESTERFIELD,VA23834     		NONE   EDUCATIONAL SCHOLARSHIPS 3,500
    MICHAYLA COX-SMITH1134 WEST BOOKER CIRCLE
    PETERSBURG,VA23803     		NONE   EDUCATIONAL SCHOLARSHIPS 3,500
    Total ...............................bullet 3a 138,600
    bApproved for future payment
    JILLIAN O'SHEA6248 GOSSAMER TERRACE
    MOSELEY,VA23120     		NONE   EDUCATIONAL SCHOLARSHIPS 500
    HALEY BENDALL7004 SEAL LANE
    DISPUTANTA,VA23842     		NONE   EDUCATIONAL SCHOLARSHIPS 500
    KENDALL HILL11909 CHADWICK LANE
    SOUTH PRINCE GEORGE,VA23805     		NONE   EDUCATIONAL SCHOLARSHIPS 500
    VENABLE JOHNSON15231 PROVIDENCE WOODS LANE
    SOUTH PRINCE GEORGE,VA23805     		NONE   EDUCATIONAL SCHOLARSHIPS 500
    WILSON JOHNSON4540 RIDGECREST LANE
    COLONIAL HEIGHTS,VA23834     		NONE   EDUCATIONAL SCHOLARSHIPS 500
    MARY MARTINO902 GERMAR COURT
    COLONIAL HEIGHTS,VA23834     		NONE   EDUCATIONAL SCHOLARSHIPS 500
    SETH MOORE5501 STATION ROAD
    SUTHERLAND,VA23885     		NONE   EDUCATIONAL SCHOLARSHIPS 500
    ASHLEY PIKE202 RIVERS BEND CIRCLE
    CHESTER,VA23836     		NONE   EDUCATIONAL SCHOLARSHIPS 500
    NOAH STONE17495 OLD CRYORS ROAD
    MCKENNEY,VA23872     		NONE   EDUCATIONAL SCHOLARSHIPS 500
    MATTHEW MEHFOUD131 DUNOON COURT
    COLONIAL HEIGHTS,VA23834     		NONE   EDUCATIONAL SCHOLARSHIPS 500
    MEREDITH SHORT12148 WERTH STREET
    CHESTER,VA23831     		NONE   EDUCATIONAL SCHOLARSHIPS 500
    LEXI WISEMAN14155 BROWNS ROAD
    CHURCH ROAD,VA23833     		NONE   EDUCATIONAL SCHOLARSHIPS 500
    KATIE PETERSON337 MALLARD DRIVE
    COLONIAL HEIGHTS,VA23834     		NONE   EDUCATIONAL SCHOLARSHIPS 500
    CALEB COLLINS24518 PLANTATION DRIVE
    NORTH DINWIDDIE,VA23803     		NONE   EDUCATIONAL SCHOLARSHIPS 500
    SPENCER ALDERSON118 BRIARCLIFFE COURT
    COLONIAL HEIGHTS,VA23834     		NONE   EDUCATIONAL SCHOLARSHIPS 750
    LAURA ROWLAND7506 COURTHOUSE ROAD
    CHURCH ROAD,VA23833     		NONE   EDUCATIONAL SCHOLARSHIPS 750
    PREXIOUX WALKER460 LOMBARDY STREET
    SOUTH HILL,VA23970     		NONE   EDUCATIONAL SCHOLARSHIPS 750
    RACHEL HUGHES5816 TROY LANE
    SUTHERLAND,VA23885     		NONE   EDUCATIONAL SCHOLARSHIPS 750
    MATTHEW CULBREATH7219 ANDERSON MILL ROAD
    CHURCH ROAD,VA23833     		NONE   EDUCATIONAL SCHOLARSHIPS 1,000
    SHELBY STEVENS24620 SMITH GROVE ROAD
    NORTH DINWIDDIE,VA23803     		NONE   EDUCATIONAL SCHOLARSHIPS 1,000
    JESSICA STUTZ512 EASTWIND COURT
    COLONIAL HEIGHTS,VA23834     		NONE   EDUCATIONAL SCHOLARSHIPS 1,250
    SAVANNAH CREW319 YORKTOWN DRIVE
    COLONIAL HEIGHTS,VA23834     		NONE   EDUCATIONAL SCHOLARSHIPS 1,250
    AARON EZELL316 NORTH TEMPLE AVENUE
    COLONIAL HEIGHTS,VA23834     		NONE   EDUCATIONAL SCHOLARSHIPS 1,250
    ANISA ISAAC5901 LARCHWOOD DRIVE
    DISPUTANTA,VA23842     		NONE   EDUCATIONAL SCHOLARSHIPS 1,250
    TEENA WEST3119 TALLEYWOOD LANE
    CHESTER,VA23831     		NONE   EDUCATIONAL SCHOLARSHIPS 1,250
    TYLER SPIERS21014 DOUBLE BRANCH ROAD
    STONY CREEK,VA23882     		NONE   EDUCATIONAL SCHOLARSHIPS 1,250
    TAYLOR ANDERSON619 WHIFFLETREE ROAD
    NORTH CHESTERFIELD,VA23236     		NONE   EDUCATIONAL SCHOLARSHIPS 1,750
    KENNEDY GRIFFIN113 TRALEE DRIVE
    CHESTER,VA23836     		NONE   EDUCATIONAL SCHOLARSHIPS 1,750
    HAYLEY KARP14750 BRIARPATCH LANE
    DEWITT,VA23840     		NONE   EDUCATIONAL SCHOLARSHIPS 1,750
    TAYLOR JENKINS124 LAURENS LANE
    COLONIAL HEIGHTS,VA23834     		NONE   EDUCATIONAL SCHOLARSHIPS 1,750
    ALAJ'AH ATKINS431 FOREST LANE
    PETERSBURG,VA23805     		NONE   EDUCATIONAL SCHOLARSHIPS 3,500
    ARBRIANNA HARRIS3923 RIVER ROAD
    SOUTH CHESTERFIELD,VA23803     		NONE   EDUCATIONAL SCHOLARSHIPS 3,500
    ANTONIO TUCKER16017 FLATFOOT ROAD
    DINWIDDIE,VA23841     		NONE   EDUCATIONAL SCHOLARSHIPS 3,500
    Total ................................bullet 3b 37,000

    TY 2020 AccountingFeesSchedule
    Name:
    PETERSBURG METHODIST HOME FOR GIRLS
    EIN:
    54-0542500
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 4,500 2,250   2,250

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    PETERSBURG METHODIST HOME FOR GIRLS
    EIN:
    54-0542500
    Name of Bond End of Year Book Value End of Year Fair Market Value
    BONDS (BOND FUNDS) - UNRESTRICTED 425,775 449,770
    BONDS (BOND FUNDS) - RESTRICTED 546,650 579,424

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    PETERSBURG METHODIST HOME FOR GIRLS
    EIN:
    54-0542500
    Name of Stock End of Year Book Value End of Year Fair Market Value
    STOCKS (EQUITIES) - UNRESTRICTED 344,823 433,908
    BONDS (EQUITY FUNDS) - UNRESTRICTED 497,245 626,122
    STOCKS (EQUITIES) - RESTRICTED 336,105 423,874
    BONDS (EQUITY FUNDS) - RESTRICTED 537,647 676,904
    EXCHANGE TRADED FUNDS - UNRESTRICTED 51,377 53,272
    EXCHANGE TRADED FUNDS - RESTRICTED 51,049 52,928

    TY 2020 OtherExpensesSchedule
    Name:
    PETERSBURG METHODIST HOME FOR GIRLS
    EIN:
    54-0542500
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OFFICE EXPENSES 332 0   332
    BANK SERVICE CHARGES 22 0   22
    INSURANCE 1,074 0   1,074


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    PETERSBURG METHODIST HOME FOR GIRLS
    EIN:
    54-0542500
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 9,028 9,028   0


    TY 2020 TaxesSchedule
    Name:
    PETERSBURG METHODIST HOME FOR GIRLS
    EIN:
    54-0542500
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAXES 379 0   379
    FOREIGN TAXES 879 879   0