Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
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) 733-2011
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$3,186,802J 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 right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 87,532 87,532  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -36,276
b Gross sales price for all assets on line 6a 676,980
7 Capital gain net income (from Part IV, line 2)... 0
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........ 51,256 87,532  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages...... 6,000 0   6,000
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
5,390 2,695   2,695
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
20,695 20,695   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
3,280 1,443   449
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 347 0   347
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,596 0   1,596
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 37,308 24,833   11,087
25 Contributions, gifts, grants paid....... 160,100 160,100
26 Total expenses and disbursements. Add lines 24 and 25 197,408 24,833   171,187
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -146,152
b Net investment income (if negative, enter -0-) 62,699
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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......... 219,859 198,019 198,019
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
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)....... 1,922,988 Click to see attachment
List of Attached Documents:
// Content
1,861,904 		2,235,920
c Investments—corporate bonds (attach schedule)....... 858,928 Click to see attachment
List of Attached Documents:
// Content
795,709 		752,863
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,001,775 2,855,632 3,186,802
Liabilities 17 Accounts payable and accrued expenses.......... 105 114
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 105 114
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 3,001,670 2,855,518
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)..... 3,001,670 2,855,518
30 Total liabilities and net assets/fund balances (see instructions). 3,001,775 2,855,632
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
3,001,670
2
Enter amount from Part I, line 27a .....................
2
-146,152
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
2,855,518
5
Decreases not included in line 2 (itemize) right arrow
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
2,855,518
Form 990-PF (2023)
Form 990-PF (2023)
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 26 SHS ARCH CAP GROUP LTD P 2020-09-17 2023-02-24
b 10 SHS ARCH CAP GROUP LTD P 2020-09-17 2023-05-25
c 40 SHS ARCH CAP GROUP LTD P 2020-09-17 2023-11-30
d 5 SHS ARCH CAP GROUP LTD P 2020-09-21 2023-12-06
e 9 SHS ACTIVISION BLIZZARD P 2022-11-02 2023-07-17
22 SHS ACTIVISION BLIZZARD P 2022-11-02 2023-07-31
26 SHS ACTIVISION BLIZZARD P 2022-11-02 2023-09-25
1 SHS ACTIVISION BLIZZARD P 2022-11-02 2023-10-11
32 SHS ACTIVISION BLIZZARD P 2022-11-07 2023-10-11
10 SHS ACTIVISION BLIZZARD P 2023-02-06 2023-10-11
30 SHS BANK OF AMERICA CORP P 2018-12-12 2023-12-06
25 SHS BANK OF AMERICA CORP P 2020-10-30 2023-12-06
26 SHS BERKSHIRE HATHAWAY B P 2022-07-22 2023-11-30
16 SHS ANHEUSER BUSCH INBEV ADR P 2021-04-08 2023-12-04
36 SHS ANHEUSER BUSCH INBEV ADR P 2022-01-14 2023-12-04
16 SHS CROWN CASTLE INC REIT P 2023-07-11 2023-12-06
20 SHS CISCO SYSTEMS INC P 2021-01-21 2023-11-30
30 SHS CISCO SYSTEMS INC P 2021-03-15 2023-11-30
20 SHS CISCO SYSTEMS INC P 2021-01-21 2023-12-08
26 SHS CVS HEALTH CORP P 2020-09-01 2023-12-06
6 SHS DELL TECHNOLOGIES IN C P 2020-01-29 2023-07-12
15 SHS DELL TECHNOLOGIES IN C P 2020-01-29 2023-11-30
22 SHS DOLLAR TREE INC P 2020-01-14 2023-05-09
25 SHS DOLLAR TREE INC P 2019-12-02 2023-06-21
115 SHS EXELON CORP P 2022-10-21 2023-12-15
35 SHS EXELON CORP P 2023-11-30 2023-12-15
8 SHS FLEETCOR TECHNOLOGIE P 2021-11-23 2023-12-06
2 SHS FLEETCOR TECHNOLOGIE P 2023-10-30 2023-12-06
0.25 SHS LIBERTY MEDIA CORP P 2019-06-24 2023-08-07
30 SHS LIBERTY MEDIA CORP P 2016-03-31 2023-08-14
12.25 SHS LIBERTY MEDIA CORP P 2019-06-24 2023-08-14
12.5 SHS LIBERTY MEDIA CORP P 2020-03-24 2023-08-14
12.5 SHS LIBERTY MEDIA CORP P 2020-03-27 2023-08-14
3.75 SHS LIBERTY MEDIA CORP P 2023-04-25 2023-08-14
1 SHS LOCKHEED MARTIN CORP P 2021-10-27 2023-12-08
15 SHS LIBERTY MEDIA CORP P 2019-06-24 2023-12-08
4830.143 SHS MERCER CORE FIXED INCOME I P 2022-01-04 2023-07-20
20000 SHS MERCER CORE FIXED INCOME I P 2022-01-04 2023-10-19
1 SHS MCKESSON CORP P 2018-08-10 2023-12-06
88 SHS THE MOSAIC CO P 2022-05-25 2023-09-25
28 SHS MERCK & CO. INC. P 2021-02-24 2023-12-06
5 SHS MERCK & CO. INC. P 2021-02-24 2023-12-08
75 SHS NEWS CORP NEW A P 2023-02-15 2023-10-16
2 SHS PROGRESSIVE CO OHIO P 2021-02-24 2023-09-25
36 SHS PROGRESSIVE CO OHIO P 2021-03-04 2023-09-25
43 SHS POST HOLDINGS INC P 2019-06-18 2023-05-25
25 SHS POST HOLDINGS INC P 2019-06-24 2023-05-25
8 SHS POST HOLDINGS INC P 2019-11-22 2023-05-25
25 SHS POST HOLDINGS INC P 2019-08-07 2023-08-04
25 SHS POST HOLDINGS INC P 2019-10-09 2023-08-04
17 SHS POST HOLDINGS INC P 2019-11-22 2023-08-04
15 SHS POST HOLDINGS INC P 2022-03-21 2023-08-04
8 SHS POST HOLDINGS INC P 2022-03-22 2023-08-04
5 SHS POST HOLDINGS INC P 2022-03-24 2023-08-04
1 SHS REGENERON PHARMS INC P 2021-07-01 2023-12-08
71 SHS RAYTHEON TECHNOLOGIE P 2020-07-17 2023-06-21
25 SHS RAYTHEON TECHNOLOGIE P 2021-03-04 2023-06-21
25 SHS CHARLES SCHWAB CORP P 2020-02-28 2023-07-18
11 SHS CHARLES SCHWAB CORP P 2020-03-27 2023-07-18
14 SHS TJX COMPANIES INC P 2020-03-23 2023-12-08
590 SHS VANGUARD SHRT INF PROT SEC INDEX ETF P 2021-12-09 2023-10-19
25 SHS VERIZON COMMUNICATN P 2016-11-02 2023-10-30
70 SHS VERIZON COMMUNICATN P 2017-04-20 2023-10-30
25 SHS VERIZON COMMUNICATN P 2017-05-17 2023-10-30
75 SHS VERIZON COMMUNICATN P 2018-05-09 2023-10-30
25 SHS VERIZON COMMUNICATN P 2020-11-04 2023-10-30
35 SHS VERIZON COMMUNICATN P 2021-03-15 2023-10-30
22 SHS VERIZON COMMUNICATN P 2022-09-16 2023-10-30
81 SHS VERIZON COMMUNICATN P 2022-09-27 2023-10-30
42 SHS VERIZON COMMUNICATN P 2022-12-05 2023-10-30
25 SHS WELLS FARGO & CO P 2020-04-24 2023-11-30
75 SHS WELLS FARGO & CO P 2020-06-30 2023-11-30
50 SHS WELLS FARGO & CO P 2020-05-18 2023-12-06
17 SHS WELLS FARGO & CO P 2020-10-08 2023-12-08
100 SHS WILLIAMS COS INC P 2020-01-30 2023-11-30
50 SHS WILLIAMS COS INC P 2020-02-04 2023-11-30
27 SHS WILLIAMS COS INC P 2020-01-30 2023-12-01
5 SHS WILLIS TOWERS WATSON P 2022-03-24 2023-11-30
6 SHS WILLIS TOWERS WATSON P 2022-04-28 2023-11-30
26 SHS ARCH CAP GROUP LTD P 2020-09-17 2023-02-24
9 SHS ARCH CAP GROUP LTD P 2020-09-17 2023-05-25
41 SHS ARCH CAP GROUP LTD P 2020-09-17 2023-12-06
5 SHS ARCH CAP GROUP LTD P 2020-09-21 2023-12-08
2 SHS APPLIED MATERIALS P 2019-05-24 2023-12-08
8 SHS ACTIVISION BLIZZARD P 2022-11-02 2023-07-17
22 SHS ACTIVISION BLIZZARD P 2022-11-02 2023-07-31
27 SHS ACTIVISION BLIZZARD P 2022-11-02 2023-09-25
1 SHS ACTIVISION BLIZZARD P 2022-11-02 2023-10-11
32 SHS ACTIVISION BLIZZARD P 2022-11-07 2023-10-11
10 SHS ACTIVISION BLIZZARD P 2023-02-06 2023-10-11
25 SHS BANK OF AMERICA CORP P 2017-09-08 2023-12-06
37 SHS BANK OF AMERICA CORP P 2020-10-30 2023-12-06
25 SHS BERKSHIRE HATHAWAY B P 2022-07-22 2023-11-30
16 SHS ANHEUSER BUSCH INBEV ADR P 2021-04-08 2023-12-04
36 SHS ANHEUSER BUSCH INBEV ADR P 2022-01-14 2023-12-04
12 SHS CROWN CASTLE INC REIT P 2023-07-11 2023-12-06
25 SHS CISCO SYSTEMS INC P 2019-06-24 2023-11-30
5 SHS CISCO SYSTEMS INC P 2021-01-21 2023-11-30
25 SHS CISCO SYSTEMS INC P 2021-03-15 2023-11-30
20 SHS CISCO SYSTEMS INC P 2021-01-21 2023-12-08
7 SHS CVS HEALTH CORP P 2020-09-01 2023-12-06
15 SHS CVS HEALTH CORP P 2020-09-15 2023-12-06
8 SHS DELL TECHNOLOGIES IN C P 2020-01-07 2023-07-12
26 SHS DELL TECHNOLOGIES IN C P 2022-12-14 2023-07-12
16 SHS DELL TECHNOLOGIES IN C P 2020-01-07 2023-11-30
21 SHS DOLLAR TREE INC P 2020-01-14 2023-05-09
25 SHS DOLLAR TREE INC P 2019-12-02 2023-06-21
115 SHS EXELON CORP P 2022-10-21 2023-12-15
35 SHS EXELON CORP P 2023-11-30 2023-12-15
4 SHS FLEETCOR TECHNOLOGIE P 2021-11-23 2023-12-06
6 SHS FLEETCOR TECHNOLOGIE P 2023-10-30 2023-12-06
0.5 SHS LIBERTY MEDIA CORP P 2021-03-04 2023-08-07
36.25 SHS LIBERTY MEDIA CORP P 2016-03-31 2023-08-14
6.25 SHS LIBERTY MEDIA CORP P 2019-06-24 2023-08-14
12.5 SHS LIBERTY MEDIA CORP P 2020-03-24 2023-08-14
14.5 SHS LIBERTY MEDIA CORP P 2021-03-04 2023-08-14
2.5 SHS LIBERTY MEDIA CORP P 2023-04-25 2023-08-14
1 SHS LOCKHEED MARTIN CORP P 2021-01-21 2023-12-08
20 SHS LIBERTY MEDIA CORP P 2021-03-04 2023-12-08
18580.265 SHS MERCER CORE FIXED INCOME I P 2022-01-05 2023-10-19
85 SHS THE MOSAIC CO P 2022-05-25 2023-09-25
4 SHS THE MOSAIC CO P 2023-04-25 2023-09-25
28 SHS MERCK & CO. INC. P 2021-02-24 2023-12-06
5 SHS MERCK & CO. INC. P 2021-02-24 2023-12-08
75 SHS NEWS CORP NEW A P 2023-02-15 2023-10-16
35 SHS PROGRESSIVE CO OHIO P 2021-03-04 2023-09-25
20 SHS POST HOLDINGS INC P 2019-06-24 2023-05-25
25 SHS POST HOLDINGS INC P 2019-11-22 2023-05-25
12 SHS POST HOLDINGS INC P 2021-03-04 2023-05-25
14 SHS POST HOLDINGS INC P 2022-03-21 2023-05-25
50 SHS POST HOLDINGS INC P 2019-08-07 2023-08-04
17 SHS POST HOLDINGS INC P 2022-03-21 2023-08-04
16 SHS POST HOLDINGS INC P 2022-03-22 2023-08-04
14 SHS POST HOLDINGS INC P 2022-03-24 2023-08-04
1 SHS REGENERON PHARMS INC P 2021-07-01 2023-12-08
75 SHS RAYTHEON TECHNOLOGIE P 2020-07-17 2023-06-21
20 SHS RAYTHEON TECHNOLOGIE P 2020-08-06 2023-06-21
25 SHS CHARLES SCHWAB CORP P 2020-02-12 2023-07-18
20 SHS CHARLES SCHWAB CORP P 2020-02-28 2023-07-18
14 SHS TJX COMPANIES INC P 2020-03-23 2023-12-08
390 SHS VANGUARD SHRT INF PROT SEC INDEX ETF P 2021-12-09 2023-10-19
55 SHS VERIZON COMMUNICATN P 2016-03-31 2023-10-30
75 SHS VERIZON COMMUNICATN P 2017-04-20 2023-10-30
25 SHS VERIZON COMMUNICATN P 2017-05-17 2023-10-30
50 SHS VERIZON COMMUNICATN P 2018-05-09 2023-10-30
25 SHS VERIZON COMMUNICATN P 2020-11-04 2023-10-30
25 SHS VERIZON COMMUNICATN P 2021-03-15 2023-10-30
21 SHS VERIZON COMMUNICATN P 2022-09-16 2023-10-30
81 SHS VERIZON COMMUNICATN P 2022-09-27 2023-10-30
43 SHS VERIZON COMMUNICATN P 2022-12-05 2023-10-30
50 SHS WELLS FARGO & CO P 2020-05-18 2023-11-30
75 SHS WELLS FARGO & CO P 2020-06-30 2023-11-30
17 SHS WELLS FARGO & CO P 2020-10-08 2023-12-08
100 SHS WILLIAMS COS INC P 2020-01-30 2023-11-30
100 SHS WILLIAMS COS INC P 2020-02-04 2023-11-30
49 SHS WILLIAMS COS INC P 2020-01-30 2023-12-01
4 SHS WILLIS TOWERS WATSON P 2022-03-24 2023-11-30
5 SHS WILLIS TOWERS WATSON P 2022-04-28 2023-11-30
2 SHS WILLIS TOWERS WATSON P 2022-04-28 2023-12-08
(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 1,790   785 1,005
b 720   302 418
c 3,334   1,207 2,127
d 399   142 257
e 837   660 177
2,038   1,614 424
2,443   1,907 536
94   73 21
3,021   2,284 737
944   725 219
935   741 194
779   586 193
9,360   7,477 1,883
1,011   1,033 -22
2,275   2,420 -145
1,888   1,840 48
964   900 64
1,446   1,476 -30
968   900 68
1,906   1,568 338
333   144 189
1,130   362 768
3,414   1,971 1,443
3,572   2,234 1,338
4,167   4,147 20
1,268   1,340 -72
2,019   1,792 227
505   444 61
9   10 -1
1,028   934 94
420   475 -55
428   358 70
428   391 37
128   107 21
450   334 116
401   416 -15
43,254   49,995 -6,741
168,776   207,011 -38,235
454   124 330
3,142   5,212 -2,070
2,961   1,999 962
517   357 160
1,594   1,432 162
283   181 102
5,087   3,149 1,938
3,693   3,076 617
2,147   1,753 394
687   553 134
2,192   1,683 509
2,192   1,687 505
1,490   1,174 316
1,315   1,019 296
701   540 161
438   322 116
845   569 276
7,014   4,392 2,622
2,470   1,856 614
1,646   1,004 642
724   380 344
1,241   489 752
27,709   30,774 -3,065
859   1,184 -325
2,405   3,398 -993
859   1,121 -262
2,577   3,479 -902
859   1,434 -575
1,203   1,935 -732
756   908 -152
2,783   3,175 -392
1,443   1,559 -116
1,108   670 438
3,325   1,929 1,396
2,248   1,274 974
778   426 352
3,653   2,089 1,564
1,826   1,085 741
1,002   564 438
1,217   1,174 43
1,460   1,348 112
1,790   785 1,005
648   272 376
3,268   1,237 2,031
392   142 250
298   80 218
744   587 157
2,038   1,614 424
2,537   1,980 557
94   73 21
3,021   2,284 737
944   725 219
779   581 198
1,153   868 285
9,000   7,189 1,811
1,011   1,033 -22
2,275   2,420 -145
1,416   1,380 36
1,205   1,435 -230
241   225 16
1,205   1,230 -25
968   900 68
513   422 91
1,100   867 233
444   197 247
1,443   1,083 360
1,205   394 811
3,259   1,882 1,377
3,572   2,234 1,338
4,167   4,147 20
1,268   1,340 -72
1,009   896 113
1,514   1,332 182
17   23 -6
1,242   1,128 114
214   243 -29
428   358 70
497   653 -156
86   71 15
450   340 110
535   644 -109
156,793   191,760 -34,967
3,035   5,034 -1,999
143   171 -28
2,961   1,999 962
517   357 160
1,594   1,432 162
4,946   3,061 1,885
1,718   1,402 316
2,147   1,727 420
1,031   826 205
1,202   951 251
4,383   3,363 1,020
1,490   1,155 335
1,403   1,081 322
1,227   901 326
845   569 276
7,410   4,639 2,771
1,976   1,192 784
1,646   1,194 452
1,317   803 514
1,241   489 752
18,316   20,342 -2,026
1,890   2,973 -1,083
2,577   3,641 -1,064
859   1,121 -262
1,718   2,321 -603
859   1,434 -575
859   1,382 -523
722   866 -144
2,783   3,175 -392
1,477   1,597 -120
2,217   1,274 943
3,325   1,929 1,396
778   426 352
3,653   2,089 1,564
3,653   2,169 1,484
1,818   1,024 794
974   939 35
1,217   1,123 94
485   449 36
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       1,005
b       418
c       2,127
d       257
e       177
      424
      536
      21
      737
      219
      194
      193
      1,883
      -22
      -145
      48
      64
      -30
      68
      338
      189
      768
      1,443
      1,338
      20
      -72
      227
      61
      -1
      94
      -55
      70
      37
      21
      116
      -15
      -6,741
      -38,235
      330
      -2,070
      962
      160
      162
      102
      1,938
      617
      394
      134
      509
      505
      316
      296
      161
      116
      276
      2,622
      614
      642
      344
      752
      -3,065
      -325
      -993
      -262
      -902
      -575
      -732
      -152
      -392
      -116
      438
      1,396
      974
      352
      1,564
      741
      438
      43
      112
      1,005
      376
      2,031
      250
      218
      157
      424
      557
      21
      737
      219
      198
      285
      1,811
      -22
      -145
      36
      -230
      16
      -25
      68
      91
      233
      247
      360
      811
      1,377
      1,338
      20
      -72
      113
      182
      -6
      114
      -29
      70
      -156
      15
      110
      -109
      -34,967
      -1,999
      -28
      962
      160
      162
      1,885
      316
      420
      205
      251
      1,020
      335
      322
      326
      276
      2,771
      784
      452
      514
      752
      -2,026
      -1,083
      -1,064
      -262
      -603
      -575
      -523
      -144
      -392
      -120
      943
      1,396
      352
      1,564
      1,484
      794
      35
      94
      36
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 -36,276
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
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 right arrow 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) 1 872
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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........................... 3 872
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- ..... 5 872
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 2,760
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 2,760
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.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 1,888
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow1,888 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowVA
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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
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 addressright arrowN/A
14
The books are in care ofright arrowJAMIE S MORINI Telephone no.right arrow (804) 733-2011

Located atright arrow146 N SYCAMORE STREETPETERSBURGVA ZIP+4right arrow238030146
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2023? .............
1d
 
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
Yes
 
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
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
LEIGHANN R ADAMS 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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
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.............right arrow0
Part VIII-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 80,100
2 SCHOLARSHIPS TO COLLEGE STUDENTS 80,000
3  
4  
Part VIII-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.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
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
2,986,464
b
Average of monthly cash balances.......................
1b
193,982
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
3,180,446
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
3,180,446
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
47,707
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
3,132,739
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
156,637
Part X
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 IX, line 6..................
1
156,637
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
872
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
872
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
155,765
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
155,765
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 XII, line 1 ...
7
155,765
Part XI
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
171,187
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
171,187
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 155,765
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 160,237
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 171,187
a Applied to 2022, but not more than line 2a 160,237
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 2023 distributable amount..... 10,950
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		144,815
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 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
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 right arrow
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 (2023)
Form 990-PF (2023)
Page 11
Part XIV
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 2,500

DOWNTOWN CHURCHES UNITED INC HOPE CENTER

PO BOX 1202
PETERSBURG,VA23805 		NONE   CHARITABLE GRANTS 6,000

FELLOWSHIP OF CHRISTIAN ATHLETES

320 NEWCASTLE DRIVE
COLONIAL HEIGHTS,VA23834 		NONE   CHARITABLE GRANTS 6,000

HEART OF VIRGINIA COUNCIL BOY SCOUTS OF AMERICA

PO BOX 751
PETERSBURG,VA23804 		NONE   CHARITABLE GRANTS 7,500

BRIGHTPOINT COMMUNITY COLLEGE FOUNDATION

800 CHARTER COLONY PARKWAY
MIDLOTHIAN,VA23114 		NONE   CHARITABLE GRANTS 10,000

PETERSBURG FAMILY YMCA

120 N MADISON STREET
PETERSBURG,VA23803 		NONE   CHARITABLE GRANTS 8,000

PETERSBURG SYMPHONY ORCHESTRA

PO BOX 2146
PETERSBURG,VA23805 		NONE   CHARITABLE GRANTS 1,000

PREGNANCY SUPPORT CENTER OF THE TRI-CITIES

700 S SYCAMORE STREET SUITE 12
PETERSBURG,VA23803 		NONE   CHARITABLE GRANTS 1,600

SWIFT CREEK MILL THEATER

PO BOX 41
COLONIAL HEIGHTS,VA23831 		NONE   CHARITABLE GRANTS 8,000

TRI-CITIES WORKCAMPS INC

PO BOX 1761
PETERSBURG,VA23805 		NONE   CHARITABLE GRANTS 4,000

UNITED METHODIST FAMILY SERVICES

3900 WEST BROAD STREET
RICHMOND,VA23230 		NONE   CHARITABLE GRANTS 12,500

RICHARD BLAND COLLEGE FOUNDATION

11301 JOHNSON ROAD
SOUTH PRINCE GEORGE,VA23805 		NONE   CHARITABLE GRANTS 5,000

ST JOSEPH'S VILLA

8000 BROOK ROAD
RICHMOND,VA23227 		NONE   CHARITABLE GRANTS 3,000

PRETTY PURPOSED

19601 ENGLISH WELLS WAY UNIT 101
CHESTER,VA23831 		NONE   CHARITABLE GRANTS 5,000

MACY BEVILLE

21010 COX ROAD
SUTHERLAND,VA23885 		NONE   EDUCATIONAL SCHOLARSHIPS 500

KATIE PETERSON

337 MALLARD DRIVE
COLONIAL HEIGHTS,VA23834 		NONE   EDUCATIONAL SCHOLARSHIPS 500

AUSTIN BENNETT

704 WATERFRONT DRIVE
COLONIAL HEIGHTS,VA23834 		NONE   EDUCATIONAL SCHOLARSHIPS 1,000

JAELA BRADFORD

4519 FINNEY PLACE
CHESTER,VA23831 		NONE   EDUCATIONAL SCHOLARSHIPS 1,000

PRESTON BRANZELLE

14021 HAPPY HILL ROAD
CHESTER,VA23831 		NONE   EDUCATIONAL SCHOLARSHIPS 1,000

CLAIRE CULBREATH

7219 ANDERSON MILL ROAD
CHURCH ROAD,VA23833 		NONE   EDUCATIONAL SCHOLARSHIPS 1,000

CHRISTIAN KNOTT

12925 COURTHOUSE ROAD
DINWIDDIE,VA23841 		NONE   EDUCATIONAL SCHOLARSHIPS 1,000

AARON LONG

12100 WILSON ROAD
BLACKSTONE,VA23824 		NONE   EDUCATIONAL SCHOLARSHIPS 1,000

CIARA MCKENSIE

361 ENON OAKS LANE
CHESTER,VA23836 		NONE   EDUCATIONAL SCHOLARSHIPS 1,000

NOAH SATTERWHITE

4907 CLAYBON LANE
CHESTER,VA23831 		NONE   EDUCATIONAL SCHOLARSHIPS 1,000

BENNETT WALTERS

12650 HATCHER DRIVE
CHURCH ROAD,VA23833 		NONE   EDUCATIONAL SCHOLARSHIPS 1,000

ANISA ISAAC

5901 LARCHWOOD DRIVE
DISPUTANTA,VA23842 		NONE   EDUCATIONAL SCHOLARSHIPS 1,250

MATTHEW NORWOOD

6312 TRANQUILITY LANE
SUTHERLAND,VA23885 		NONE   EDUCATIONAL SCHOLARSHIPS 1,250

KEVIN GUNN

25350 MILL RUN ROAD
STONY CREEK,VA23882 		NONE   EDUCATIONAL SCHOLARSHIPS 1,500

CAROLINE KINDER

1531 MOUNT PLEASANT DRIVE
COLONIAL HEIGHTS,VA23834 		NONE   EDUCATIONAL SCHOLARSHIPS 1,500

MARY MARTINO

902 GERMAR COURT
COLONIAL HEIGHTS,VA23834 		NONE   EDUCATIONAL SCHOLARSHIPS 1,500

ELIZABETH MILLER

14606 HALIFAX ROAD
CARSON,VA23830 		NONE   EDUCATIONAL SCHOLARSHIPS 1,500

DANIEL SMITH

5206 SEQUOIA COURT
NORTH DINWIDDIE,VA23803 		NONE   EDUCATIONAL SCHOLARSHIPS 1,500

SHELBY STEVENS

24620 SMITH GROVE ROAD
NORTH DINWIDDIE,VA23803 		NONE   EDUCATIONAL SCHOLARSHIPS 1,500

JAYLN CONKLIN

5110 HART ROAD
SUTHERLAND,VA23885 		NONE   EDUCATIONAL SCHOLARSHIPS 1,750

ALASIA DILLARD

21091 PARHAM CIRCLE
JARRATT,VA23867 		NONE   EDUCATIONAL SCHOLARSHIPS 1,750

AARON EZELL

9047 ROWANTY ROAD
CARSON,VA23830 		NONE   EDUCATIONAL SCHOLARSHIPS 1,750

CALEB FAULKNER

513 BASTIAN PLACE
CHESTER,VA23836 		NONE   EDUCATIONAL SCHOLARSHIPS 1,750

HANNAH FRAKES

12945 HATCHER DRIVE
CHURCH ROAD,VA23833 		NONE   EDUCATIONAL SCHOLARSHIPS 1,750

MACKENZIE GAMMON

12000 HAWKINS ROAD
FORD,VA23850 		NONE   EDUCATIONAL SCHOLARSHIPS 1,750

TAYLOR JENKINS

124 LAURENS LANE
COLONIAL HEIGHTS,VA23834 		NONE   EDUCATIONAL SCHOLARSHIPS 1,750

SPENCER ALDERSON

118 BRIARCLIFFE COURT
COLONIAL HEIGHTS,VA23834 		NONE   EDUCATIONAL SCHOLARSHIPS 2,000

ABIGAIL DRAPER

13300 OLD MILL ROAD
MONTPELIER,VA23192 		NONE   EDUCATIONAL SCHOLARSHIPS 2,000

WILLIAM MEHFOUD

131 DUNOON COURT
COLONIAL HEIGHTS,VA23834 		NONE   EDUCATIONAL SCHOLARSHIPS 2,000

MORGAN SCUDDER

4604 LANDING CIRCLE
NORTH CHESTERFIELD,VA23236 		NONE   EDUCATIONAL SCHOLARSHIPS 2,000

SAVANNAH TALLEY

14201 HOWLETT LINE DRIVE
SOUTH CHESTERFIELD,VA23834 		NONE   EDUCATIONAL SCHOLARSHIPS 2,000

NAKAYLA JONES

13412 CASTLEWELLAN TERRACE
CHESTER,VA23836 		NONE   EDUCATIONAL SCHOLARSHIPS 2,250

TAYLOR ANDERSON

619 WHIFFLETREE ROAD
NORTH CHESTERFIELD,VA23236 		NONE   EDUCATIONAL SCHOLARSHIPS 2,500

MIRANDA CLARKE

15077 SANDY FIELD ROAD
STONY CREEK,VA23882 		NONE   EDUCATIONAL SCHOLARSHIPS 2,500

LAURA ROWLAND

7506 COURTHOUSE ROAD
CHURCH ROAD,VA23833 		NONE   EDUCATIONAL SCHOLARSHIPS 3,250

SHANNON CORRIGAN

6908 BIRCHETT DRIVE
PRINCE GEORGE,VA23875 		NONE   EDUCATIONAL SCHOLARSHIPS 3,500

JEREMIAH GILLIAM

3221 DENISE ROAD
PETERSBURG,VA23805 		NONE   EDUCATIONAL SCHOLARSHIPS 3,500

ARMOND HARDY

420 HIGH STREET APT 205
PETERSBURG,VA23803 		NONE   EDUCATIONAL SCHOLARSHIPS 3,500

TIERRA PERRY

200 CAVELIER DRIVE APT 1-106
PETERSBURG,VA23805 		NONE   EDUCATIONAL SCHOLARSHIPS 3,500

JEREMY SCOTT

6013 SPRINGBANK ROAD
SOUTH CHESTERFIELD,VA23803 		NONE   EDUCATIONAL SCHOLARSHIPS 3,500

JAQUAN TUCKER

11718 DUNCAN ROAD
NORTH DINWIDDIE,VA23805 		NONE   EDUCATIONAL SCHOLARSHIPS 3,500

KELIS HARRISON

3376 OAK WOOD CIRCLE
PETERSBURG,VA23805 		NONE   EDUCATIONAL SCHOLARSHIPS 4,750
Total .................................right arrow 3a 160,100
bApproved for future payment

AUSTIN BENNETT
704 WATERFRONT DRIVE
COLONIAL HEIGHTS,VA23834 		NONE   EDUCATIONAL SCHOLARSHIPS 1,000

JAELA BRADFORD
4519 FINNEY PLACE
CHESTER,VA23831 		NONE   EDUCATIONAL SCHOLARSHIPS 1,000

PRESTON BRANZELLE
14021 HAPPY HILL ROAD
CHESTER,VA23831 		NONE   EDUCATIONAL SCHOLARSHIPS 1,000

CLAIRE CULBREATH
7219 ANDERSON MILL ROAD
CHURCH ROAD,VA23833 		NONE   EDUCATIONAL SCHOLARSHIPS 1,000

CHRISTIAN KNOTT
12925 COURTHOUSE ROAD
DINWIDDIE,VA23841 		NONE   EDUCATIONAL SCHOLARSHIPS 1,000

AARON LONG
12100 WILSON ROAD
BLACKSTONE,VA23824 		NONE   EDUCATIONAL SCHOLARSHIPS 1,000

CIARA MCKENSIE
361 ENON OAKS LANE
CHESTER,VA23836 		NONE   EDUCATIONAL SCHOLARSHIPS 1,000

NOAH SATTERWHITE
4907 CLAYBON LANE
CHESTER,VA23831 		NONE   EDUCATIONAL SCHOLARSHIPS 1,000

BENNETT WALTERS
12650 HATCHER DRIVE
CHURCH ROAD,VA23833 		NONE   EDUCATIONAL SCHOLARSHIPS 1,000

KEVIN GUNN
25350 MILL RUN ROAD
STONY CREEK,VA23882 		NONE   EDUCATIONAL SCHOLARSHIPS 1,000

CAROLINE KINDER
1531 MOUNT PLEASANT DRIVE
COLONIAL HEIGHTS,VA23834 		NONE   EDUCATIONAL SCHOLARSHIPS 1,000

MARY MARTINO
902 GERMAR COURT
COLONIAL HEIGHTS,VA23834 		NONE   EDUCATIONAL SCHOLARSHIPS 1,000

SHELBY STEVENS
24620 SMITH GROVE ROAD
NORTH DINWIDDIE,VA23803 		NONE   EDUCATIONAL SCHOLARSHIPS 1,000

WILLIAM MEHFOUD
131 DUNOON COURT
COLONIAL HEIGHTS,VA23834 		NONE   EDUCATIONAL SCHOLARSHIPS 1,000

NAKAYLA JONES
13412 CASTLEWELLAN TERRACE
CHESTER,VA23836 		NONE   EDUCATIONAL SCHOLARSHIPS 1,000

TAYLOR ANDERSON
619 WHIFFLETREE ROAD
NORTH CHESTERFIELD,VA23236 		NONE   EDUCATIONAL SCHOLARSHIPS 1,000

JEREMIAH GILLIAM
3221 DENISE ROAD
PETERSBURG,VA23805 		NONE   EDUCATIONAL SCHOLARSHIPS 1,000

ELIZABETH MILLER
14606 HALIFAX ROAD
CARSON,VA23830 		NONE   EDUCATIONAL SCHOLARSHIPS 1,500

DANIEL SMITH
5206 SEQUOIA COURT
NORTH DINWIDDIE,VA23803 		NONE   EDUCATIONAL SCHOLARSHIPS 1,500

AARON EZELL
9047 ROWANTY ROAD
CARSON,VA23830 		NONE   EDUCATIONAL SCHOLARSHIPS 1,750

CALEB FAULKNER
513 BASTIAN PLACE
CHESTER,VA23836 		NONE   EDUCATIONAL SCHOLARSHIPS 1,750

HANNAH FRAKES
12945 HATCHER DRIVE
CHURCH ROAD,VA23833 		NONE   EDUCATIONAL SCHOLARSHIPS 1,750

MACKENZIE GAMMON
12000 HAWKINS ROAD
FORD,VA23850 		NONE   EDUCATIONAL SCHOLARSHIPS 1,750

ARMOND HARDY
420 HIGH STREET APT 205
PETERSBURG,VA23803 		NONE   EDUCATIONAL SCHOLARSHIPS 1,750

TIERRA PERRY
200 CAVELIER DRIVE APT 1-106
PETERSBURG,VA23805 		NONE   EDUCATIONAL SCHOLARSHIPS 1,750

JAQUAN TUCKER
11718 DUNCAN ROAD
NORTH DINWIDDIE,VA23805 		NONE   EDUCATIONAL SCHOLARSHIPS 1,750
Total ................................. right arrow 3b 32,250
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-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 ........... 		         
4 Dividends and interest from securities ....     14 87,532  
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 -36,276  
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 51,256 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
51,256
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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 (2023)
Form 990-PF (2023)
Page 13
Part XVI
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
PETERSBURG METHODIST HOME FOR GIRLS
EIN:
54-0542500
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 5,390 2,695   2,695

TY 2023 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 256,577 233,286
BONDS (BOND FUNDS) - RESTRICTED 256,896 233,287
FIXED INCOME (BOND FUNDS) - RESTRICTED 136,253 138,212
FIXED INCOME (BOND FUNDS) - UNRESTRICTED 145,983 148,078

TY 2023 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 302,177 379,317
BONDS (EQUITY FUNDS) - UNRESTRICTED 434,850 544,409
STOCKS (EQUITIES) - RESTRICTED 301,793 378,540
BONDS (EQUITY FUNDS) - RESTRICTED 511,918 629,908
EXCHANGE TRADED FUNDS - UNRESTRICTED 142,733 137,313
EXCHANGE TRADED FUNDS - RESTRICTED 149,083 143,972
OTHER ASSETS (EQUITY FUND) - RESTRICTED 9,388 10,943
OTHER ASSETS (EQUITY FUNDS) - UNRESTRICTED 9,962 11,518

TY 2023 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 460 0   460
INSURANCE 1,136 0   1,136


TY 2023 OtherProfessionalFeesSchedule
Name:
PETERSBURG METHODIST HOME FOR GIRLS
EIN:
54-0542500
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 20,695 20,695   0


TY 2023 TaxesSchedule
Name:
PETERSBURG METHODIST HOME FOR GIRLS
EIN:
54-0542500
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL TAXES 449 0   449
FOREIGN TAXES 1,443 1,443   0
FEDERAL ESTIMATED TAXES 1,388 0   0