TY 2024 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
right arrow

Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0047

2024

Open to Public Inspection

For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024

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 If exemption application is pending, check here right arrow

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. right arrow

2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... right arrow

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... right arrow

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) right arrow

$3,240,696J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)	(a) Revenue and expenses per books		(b) Net investment income	(c) Adjusted net income	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)	1,000
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	103,581		103,581
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		76,596
b	Gross sales price for all assets on line 6a 725,787
7	Capital gain net income (from Part IV, line 2)...			76,596
8	Net short-term capital gain.........
9	Income modifications...........				1,000
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........	181,177		180,177	1,000
13	Compensation of officers, directors, trustees, etc.	0		0		0
14	Other employee salaries and wages......	6,240		0		6,240
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	5,800	2,900		2,900
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	18,203	18,203		0
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	2,333	1,860		473
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......	213		0		213
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	1,738	0		1,738
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	34,527		22,963		11,564
25	Contributions, gifts, grants paid.......	168,905				168,905
26	Total expenses and disbursements. Add lines 24 and 25	203,432		22,963		180,469
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-22,255
b	Net investment income (if negative, enter -0-)			157,214
c	Adjusted net income (if negative, enter -0-)...				1,000

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2024)

Form 990-PF (2024)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	198,019	197,294	197,294
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......	1,861,904	List of Attached Documents: // Content 1,882,036	2,298,652
	c	Investments—corporate bonds (attach schedule).......	795,709	List of Attached Documents: // Content 754,052	744,750
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	2,855,632	2,833,382	3,240,696
	17	Accounts payable and accrued expenses..........	114	119
	18	Grants payable.................
	19	Deferred revenue.................
	20	Loans from officers, directors, trustees, and other disqualified persons
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )
	23	Total liabilities (add lines 17 through 22).........	114	119
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	2,855,518	2,833,263
	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).....	2,855,518	2,833,263
	30	Total liabilities and net assets/fund balances (see instructions).	2,855,632	2,833,382

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

2,855,518

Enter amount from Part I, line 27a .....................

-22,255

Other increases not included in line 2 (itemize) right arrow

Add lines 1, 2, and 3 ..........................

2,833,263

Decreases not included in line 2 (itemize) right arrow

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

2,833,263

Form 990-PF (2024)

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	BANK OF AMERICA CORP	P	2017-09-08	2024-07-23
b	BANK OF AMERICA CORP	P	2017-09-08	2024-11-19
c	BANK OF AMERICA CORP	P	2017-09-08	2024-11-25
d	BANK OF AMERICA CORP	P	2017-09-08	2024-07-23
e	BANK OF AMERICA CORP	P	2017-09-08	2024-11-19
	WILLIS TOWERS WATSON	P	2018-09-25	2024-12-17
	WILLIS TOWERS WATSON	P	2018-09-25	2024-12-17
	APPLIED MATERIALS	P	2018-12-14	2024-03-04
	APPLIED MATERIALS	P	2018-12-14	2024-03-19
	APPLIED MATLS INC	P	2018-12-14	2024-12-17
	APPLIED MATERIALS	P	2019-05-24	2024-03-04
	APPLIED MATERIALS	P	2019-05-24	2024-03-19
	APPLIED MATLS INC	P	2019-05-24	2024-12-17
	SIRIUSXM HLDGS INC	P	2019-06-24	2024-09-11
	DELL TECHNOLOGIES IN C	P	2020-01-07	2024-03-12
	DELL TECHNOLOGIES IN C	P	2020-01-27	2024-03-12
	DELL TECHNOLOGIES IN C	P	2020-01-27	2024-05-15
	DELL TECHNOLOGIES IN C	P	2020-01-27	2024-03-12
	DELL TECHNOLOGIES IN C	P	2020-01-27	2024-05-15
	WILLIAMS COS INC	P	2020-01-30	2024-08-22
	WILLIAMS COS INC	P	2020-01-30	2024-08-22
	CHARLES SCHWAB CORP	P	2020-02-28	2024-11-12
	BANK OF AMERICA CORP	P	2020-03-09	2024-11-25
	BANK OF AMERICA CORP	P	2020-03-09	2024-12-06
	BANK OF AMERICA CORP	P	2020-03-09	2024-11-25
	BANK OF AMERICA CORP	P	2020-03-09	2024-12-06
	BANK OF AMERICA CORP	P	2020-03-16	2024-12-06
	BANK OF AMERICA CORP	P	2020-03-16	2024-12-06
	CHARLES SCHWAB CORP	P	2020-03-18	2024-11-12
	CHARLES SCHWAB CORP	P	2020-03-18	2024-11-12
	TJX COMPANIES INC	P	2020-03-23	2024-03-26
	TJX COMPANIES INC	P	2020-03-23	2024-03-26
	DELL TECHNOLOGIES IN C	P	2020-03-27	2024-05-15
	DELL TECHNOLOGIES IN C	P	2020-03-27	2024-12-06
	CHARLES SCHWAB CORP	P	2020-03-27	2024-11-12
	WILLIAMS COS INC	P	2020-03-27	2024-08-22
	WILLIAMS COS INC	P	2020-03-27	2024-11-01
	BANK OF AMERICA CORP	P	2020-03-27	2024-11-19
	BANK OF AMERICA CORP	P	2020-03-27	2024-11-25
	DELL TECHNOLOGIES IN C	P	2020-03-27	2024-05-15
	DELL TECHNOLOGIES IN C	P	2020-03-27	2024-12-06
	CHARLES SCHWAB CORP	P	2020-03-27	2024-11-12
	WILLIAMS COS INC	P	2020-03-27	2024-08-22
	WILLIAMS COS INC	P	2020-03-27	2024-11-01
	WELLS FARGO & CO	P	2020-07-14	2024-02-26
	WELLS FARGO & CO	P	2020-07-14	2024-03-13
	WELLS FARGO & CO	P	2020-07-14	2024-02-26
	WELLS FARGO & CO	P	2020-07-14	2024-03-13
	RTX CORP	P	2020-07-17	2024-04-08
	RTX CORP	P	2020-08-06	2024-04-08
	RTX CORP	P	2020-08-06	2024-04-08
	ARCH CAP GROUP LTD	P	2020-09-21	2024-07-25
	ARCH CAP GROUP LTD	P	2020-09-21	2024-07-25
	RTX CORP	P	2020-09-29	2024-04-08
	RTX CORP	P	2020-09-29	2024-04-24
	RTX CORP	P	2020-09-29	2024-04-08
	WELLS FARGO & CO	P	2020-10-08	2024-02-26
	WELLS FARGO & CO	P	2020-10-08	2024-02-26
	RTX CORP	P	2020-10-28	2024-06-27
	RTX CORP	P	2020-10-28	2024-04-24
	RTX CORP	P	2020-10-28	2024-06-27
	BANK OF AMERICA CORP	P	2020-10-30	2024-07-23
	RTX CORP	P	2020-11-02	2024-04-24
	RTX CORP	P	2020-11-02	2024-06-27
	WELLS FARGO & CO	P	2020-11-02	2024-03-13
	WELLS FARGO & CO	P	2020-11-02	2024-03-27
	RTX CORP	P	2020-11-02	2024-04-08
	RTX CORP	P	2020-11-02	2024-04-24
	WELLS FARGO & CO	P	2020-11-02	2024-03-13
	WELLS FARGO & CO	P	2020-11-02	2024-03-27
	SIRIUSXM HLDGS INC	P	2021-03-04	2024-09-11
	NINTENDO LTD ADR	P	2021-07-01	2024-01-08
	REGENERON PHARMS INC	P	2021-07-01	2024-01-03
	REGENERON PHARMS INC	P	2021-07-01	2024-07-15
	NINTENDO LTD ADR	P	2021-07-01	2024-01-08
	REGENERON PHARMS INC	P	2021-07-01	2024-01-03
	REGENERON PHARMS INC	P	2021-07-01	2024-07-15
	VANGUARD SHORT INFLATION PROT ETF IV	P	2021-12-09	2024-07-16
	MERCER CORE FIXED INCOME I	P	2022-01-04	2024-05-03
	MERCER CORE FIXED INCOME I	P	2022-01-04	2024-08-07
	MERCER CORE FIXED INCOME I	P	2022-01-05	2024-05-03
	MERCER CORE FIXED INCOME I	P	2022-01-05	2024-08-07
	PFIZER INC	P	2022-01-07	2024-07-11
	PFIZER INC	P	2022-01-07	2024-09-11
	PFIZER INC	P	2022-01-07	2024-07-11
	PFIZER INC	P	2022-01-07	2024-09-11
	KINDER MORGAN INC	P	2022-01-19	2024-07-10
	KINDER MORGAN INC	P	2022-03-02	2024-07-10
	KINDER MORGAN INC	P	2022-03-02	2024-07-10
	CHESAPEAKE ENERGY CO	P	2022-03-21	2024-02-21
	CHESAPEAKE ENERGY CO	P	2022-03-21	2024-03-13
	CHESAPEAKE ENERGY CO	P	2022-03-21	2024-02-21
	CHESAPEAKE ENERGY CO	P	2022-03-21	2024-03-13
	OCCIDENTAL PETROL CO	P	2022-03-24	2024-07-25
	OCCIDENTAL PETROL CO	P	2022-03-24	2024-08-09
	POST HOLDINGS INC	P	2022-03-24	2024-02-02
	OCCIDENTAL PETROL CO	P	2022-03-24	2024-07-25
	OCCIDENTAL PETROL CO	P	2022-03-24	2024-08-09
	POST HOLDINGS INC	P	2022-03-24	2024-02-02
	WILLIS TOWERS WATSON	P	2022-04-28	2024-12-17
	WILLIS TOWERS WATSON	P	2022-04-28	2024-12-17
	WILLIS TOWERS WATSON	P	2022-05-17	2024-12-17
	WILLIS TOWERS WATSON	P	2022-05-17	2024-12-17
	PFIZER INC	P	2022-06-06	2024-09-11
	PFIZER INC	P	2022-06-06	2024-09-11
	FEDEX CORP	P	2022-07-18	2024-06-04
	FEDEX CORP	P	2022-07-18	2024-06-04
	BERKSHIRE HATHAWAY B	P	2022-07-22	2024-07-10
	BERKSHIRE HATHAWAY B	P	2022-07-22	2024-07-10
	LOWES COS INC	P	2022-10-14	2024-10-14
	LOWES COS INC	P	2022-10-14	2024-10-14
	BAYER A G ADR	P	2022-11-22	2024-09-11
	BAYER A G ADR	P	2022-11-22	2024-09-11
	CHESAPEAKE ENERGY CO	P	2022-12-06	2024-02-21
	KINDER MORGAN INC	P	2022-12-06	2024-07-10
	OCCIDENTAL PETROL CO	P	2022-12-06	2024-04-12
	CHESAPEAKE ENERGY CO	P	2022-12-06	2024-02-21
	KINDER MORGAN INC	P	2022-12-06	2024-07-10
	OCCIDENTAL PETROL CO	P	2022-12-06	2024-04-12
	MERCER CORE FIXED INCOME I	P	2022-12-15	2024-08-07
	MERCER CORE FIXED INCOME I	P	2022-12-15	2024-08-07
	NEWS CORP NEW A	P	2023-02-15	2024-01-04
	NEWS CORP NEW A	P	2023-02-15	2024-01-04
	OCCIDENTAL PETROL CO	P	2023-04-25	2024-04-12
	OCCIDENTAL PETROL CO	P	2023-04-25	2024-04-12
	NEWS CORP NEW A	P	2023-04-26	2024-01-04
	NEWS CORP NEW A	P	2023-04-26	2024-01-04
	CHESAPEAKE ENERGY CO	P	2023-05-09	2024-03-13
	CHESAPEAKE ENERGY CO	P	2023-05-09	2024-03-13
	BIO-RAD LABS INC A	P	2023-05-12	2024-08-05
	BIO-RAD LABS INC A	P	2023-05-12	2024-08-05
	BAYER A G ADR	P	2023-05-25	2024-09-11
	BAYER A G ADR	P	2023-05-25	2024-09-11
	BAYER A G ADR	P	2023-06-21	2024-09-11
	BAYER A G ADR	P	2023-06-21	2024-09-11
	LOWES COS INC	P	2023-10-19	2024-10-14
	LOWES COS INC	P	2023-10-19	2024-10-14
	LOWES COS INC	P	2023-10-30	2024-10-14
	LOWES COS INC	P	2023-10-30	2024-10-14
	OCCIDENTAL PETROL CO	P	2023-11-16	2024-04-12
	OCCIDENTAL PETROL CO	P	2023-11-16	2024-07-25
	OCCIDENTAL PETROL CO	P	2023-11-16	2024-04-12
	OCCIDENTAL PETROL CO	P	2023-11-16	2024-07-25
	MERCER CORE FIXED INCOME I	P	2023-12-14	2024-08-07
	MERCER CORE FIXED INCOME I	P	2023-12-14	2024-08-07
	AMENTUM HLDGS INC EQUITY	P	2024-02-05	2024-11-12
	AMENTUM HLDGS INC EQUITY	P	2024-02-05	2024-11-12
	WARNER BROS DISCOVER	P	2024-02-28	2024-12-09
	WARNER BROS DISCOVER	P	2024-02-28	2024-12-10
	WARNER BROS DISCOVER	P	2024-02-28	2024-12-11
	WARNER BROS DISCOVER	P	2024-02-28	2024-12-12
	WARNER BROS DISCOVER	P	2024-02-28	2024-12-09
	WARNER BROS DISCOVER	P	2024-02-28	2024-12-10
	WARNER BROS DISCOVER	P	2024-02-28	2024-12-11
	WARNER BROS DISCOVER	P	2024-02-28	2024-12-12
	WARNER BROS DISCOVER	P	2024-03-04	2024-12-12
	WARNER BROS DISCOVER	P	2024-03-04	2024-12-12
	AMENTUM HLDGS INC EQUITY	P	2024-07-15	2024-11-12
	AMENTUM HLDGS INC EQUITY	P	2024-07-15	2024-11-12
	CAPITAL GAINS DIVIDENDS	P

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	598	325	273
b	3,822	1,928	1,894
c	142	70	72
d	1,665	906	759
e	1,658	836	822
	1,867	868	999
	1,867	868	999
	2,757	436	2,321
	2,578	436	2,142
	3,215	638	2,577
	3,394	638	2,756
	2,578	518	2,060
	3,215	757	2,458
	4	4	0
	2,855	615	2,240
	3,541	732	2,809
	2,782	448	2,334
	685	142	543
	2,782	448	2,334
	3,273	1,525	1,748
	2,287	1,065	1,222
	2,341	1,205	1,136
	1,845	855	990
	513	241	272
	662	307	355
	1,679	789	890
	3,499	1,571	1,928
	2,332	1,047	1,285
	5,854	2,293	3,561
	3,902	1,529	2,373
	3,957	1,397	2,560
	3,957	1,397	2,560
	3,514	463	3,051
	3,247	502	2,745
	3,044	1,346	1,698
	1,659	531	1,128
	1,445	402	1,043
	2,164	1,032	1,132
	1,325	615	710
	3,514	463	3,051
	3,247	502	2,745
	2,732	1,208	1,524
	2,780	889	1,891
	1,445	402	1,043
	4,994	2,196	2,798
	465	191	274
	4,940	2,172	2,768
	1,976	812	1,164
	406	247	159
	2,541	1,490	1,051
	508	298	210
	6,713	1,991	4,722
	6,713	1,991	4,722
	1,829	1,039	790
	712	404	308
	2,541	1,444	1,097
	1,791	826	965
	1,791	826	965
	2,527	1,355	1,172
	1,221	650	571
	3,841	2,060	1,781
	1,067	586	481
	1,221	658	563
	1,314	713	601
	1,918	714	1,204
	3,819	1,450	2,369
	1,728	933	795
	814	439	375
	465	173	292
	3,819	1,450	2,369
	4	5	-1
	3,851	4,444	-593
	4,590	2,845	1,745
	4,365	2,276	2,089
	3,287	3,795	-508
	4,590	2,845	1,745
	4,365	2,276	2,089
	15,029	16,222	-1,193
	93,997	110,588	-16,591
	74,137	83,431	-9,294
	93,997	110,268	-16,271
	75,747	84,996	-9,249
	1,029	2,005	-976
	2,006	3,787	-1,781
	1,714	3,341	-1,627
	1,327	2,506	-1,179
	160	142	18
	2,322	2,112	210
	2,322	2,112	210
	3,548	3,499	49
	2,121	2,035	86
	3,548	3,499	49
	2,121	2,035	86
	1,451	1,429	22
	1,748	1,786	-38
	2,124	1,351	773
	1,391	1,370	21
	1,748	1,786	-38
	2,124	1,351	773
	2,178	1,573	605
	1,867	1,348	519
	4,045	2,686	1,359
	3,734	2,479	1,255
	265	479	-214
	944	1,702	-758
	3,956	3,504	452
	3,956	3,504	452
	6,587	4,601	1,986
	6,587	4,601	1,986
	5,812	4,043	1,769
	5,812	4,043	1,769
	2,336	4,433	-2,097
	2,336	4,433	-2,097
	578	663	-85
	761	690	71
	828	781	47
	578	663	-85
	881	799	82
	897	846	51
	11,545	11,222	323
	9,936	9,658	278
	3,734	2,940	794
	3,783	2,978	805
	1,381	1,217	164
	1,381	1,217	164
	1,115	773	342
	1,067	739	328
	2,121	1,947	174
	2,121	1,947	174
	3,676	3,999	-323
	3,676	3,999	-323
	873	1,671	-798
	895	1,714	-819
	298	559	-261
	313	587	-274
	1,107	767	340
	1,107	767	340
	1,937	1,299	638
	1,937	1,299	638
	1,035	898	137
	1,149	1,137	12
	966	838	128
	1,210	1,197	13
	6,293	6,090	203
	6,293	6,090	203
	879	695	184
	879	695	184
	572	447	125
	1,114	877	237
	964	756	208
	2,740	1,883	857
	572	447	125
	1,115	877	238
	976	765	211
	2,753	1,891	862
	926	612	314
	914	604	310
	471	394	77
	471	394	77
	3,895		3,895

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			273
b			1,894
c			72
d			759
e			822
			999
			999
			2,321
			2,142
			2,577
			2,756
			2,060
			2,458
			0
			2,240
			2,809
			2,334
			543
			2,334
			1,748
			1,222
			1,136
			990
			272
			355
			890
			1,928
			1,285
			3,561
			2,373
			2,560
			2,560
			3,051
			2,745
			1,698
			1,128
			1,043
			1,132
			710
			3,051
			2,745
			1,524
			1,891
			1,043
			2,798
			274
			2,768
			1,164
			159
			1,051
			210
			4,722
			4,722
			790
			308
			1,097
			965
			965
			1,172
			571
			1,781
			481
			563
			601
			1,204
			2,369
			795
			375
			292
			2,369
			-1
			-593
			1,745
			2,089
			-508
			1,745
			2,089
			-1,193
			-16,591
			-9,294
			-16,271
			-9,249
			-976
			-1,781
			-1,627
			-1,179
			18
			210
			210
			49
			86
			49
			86
			22
			-38
			773
			21
			-38
			773
			605
			519
			1,359
			1,255
			-214
			-758
			452
			452
			1,986
			1,986
			1,769
			1,769
			-2,097
			-2,097
			-85
			71
			47
			-85
			82
			51
			323
			278
			794
			805
			164
			164
			342
			328
			174
			174
			-323
			-323
			-798
			-819
			-261
			-274
			340
			340
			638
			638
			137
			12
			128
			13
			203
			203
			184
			184
			125
			237
			208
			857
			125
			238
			211
			862
			314
			310
			77
			77
			3,895

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	76,596
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 ...................		3

Part V

Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	2,185
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	2,185
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	4	0
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	2,185
6	Credits/Payments:

a	2024 estimated tax payments and 2023 overpayment credited to 2024	6a	1,888
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	2,500
d	Backup withholding erroneously withheld ..........	6d	0

7	Total credits and payments. Add lines 6a through 6d..............		7	4,388
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	2,203
11	Enter the amount of line 10 to be: Credited to 2025 estimated tax2,203	Refunded	11	0

Form 990-PF (2024)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. right arrow

$ 0

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

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? ................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.

If "Yes," complete Part XIII .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address right arrow

N/A

The books are in care of right arrow

JAMIE S MORINI Telephone no. right arrow

(804) 733-2011

Located at right arrow

146 N SYCAMORE STREETPETERSBURGVA ZIP+4 right arrow

238030146

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

16 At any time during calendar year 2024, 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 (2024)

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

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)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

(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)

(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)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here ........ right arrow

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 2024? .............

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)):

At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d

and 6e) for tax year(s) beginning before 2024?....................

If "Yes," list the years right arrow

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

If "Yes," did it have excess business holdings in 2024 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 2024.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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 2024? ..

Form 990-PF (2024)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(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)

(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)

(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)

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 ........

Organizations relying on a current notice regarding disaster assistance check ......... right arrow

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).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

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 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	DIRECTOR 0.25	0	0	0
MARK H STEVENS	DIRECTOR 0.25	0	0	0
POST OFFICE BOX 1688 PETERSBURG,VA238051688	DIRECTOR 0.25	0	0	0
BRYAN CARPER	DIRECTOR 0.25	0	0	0
POST OFFICE BOX 1688 PETERSBURG,VA238051688	DIRECTOR 0.25	0	0	0
WILLIAM H TALLEY IV	PRESIDENT 0.25	0	0	0
POST OFFICE BOX 1688 PETERSBURG,VA238051688	PRESIDENT 0.25	0	0	0
WILLIAM A YOUNG JR	VICE PRESIDENT 0.25	0	0	0
POST OFFICE BOX 1688 PETERSBURG,VA238051688	VICE PRESIDENT 0.25	0	0	0
LEIGHANN R ADAMS	SECRETARY 0.25	0	0	0
POST OFFICE BOX 1688 PETERSBURG,VA238051688	SECRETARY 0.25	0	0	0
PAMELA M COMSTOCK	TREASURER 0.25	0	0	0
POST OFFICE BOX 1688 PETERSBURG,VA238051688	TREASURER 0.25	0	0	0
KEVIN MASSENGILL	DIRECTOR 0.25	0	0	0
POST OFFICE BOX 1688 PETERSBURG,VA238051688	DIRECTOR 0.25	0	0	0
THAYER T BAIRD	DIRECTOR 0.25	0	0	0
POST OFFICE BOX 1688 PETERSBURG,VA238051688	DIRECTOR 0.25	0	0	0

2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."


(a) Name and address of each employee paid more than $50,000	(b) Title, and average hours per week devoted to position	(c) Compensation	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
NONE









Total number of other employees paid over $50,000...................				0

Form 990-PF (2024)

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 arrow

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	67,655
2	SCHOLARSHIPS TO COLLEGE STUDENTS	101,250
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 arrow

Form 990-PF (2024)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

3,069,497

Average of monthly cash balances.......................

226,387

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

3,295,884

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

3,295,884

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

49,438

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

3,246,446

Minimum investment return. Enter 5% (0.05) of line 5................

162,322

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.)

Minimum investment return from Part IX, line 6..................

162,322

Tax on investment income for 2024 from Part V, line 5 .......

2,185

Income tax for 2024. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

2,185

Distributable amount before adjustments. Subtract line 2c from line 1............

160,137

Recoveries of amounts treated as qualifying distributions................

1,000

Add lines 3 and 4............................

161,137

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

161,137

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

180,469

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

180,469

Form 990-PF (2024)

Page 9

Part XII

Undistributed Income (see instructions)

	(a) Corpus	(b) Years prior to 2023	(c) 2023	(d) 2024
1 Distributable amount for 2024 from Part X, line 7				161,137
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......			144,815
b Total for prior years:20 , 20, 20		0
3 Excess distributions carryover, if any, to 2024:
a From 2019......
b From 2020......
c From 2021......
d From 2022......
e From 2023......
f Total of lines 3a through e ........	0
4Qualifying distributions for 2024 from Part
XI, line 4: $ 180,469
a Applied to 2023, but not more than line 2a			144,815
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 2024 distributable amount.....				35,654
e Remaining amount distributed out of corpus	0
5 Excess distributions carryover applied to 2024.	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 2023. Subtract line 4a from line 2a. Taxable amount—see instructions .............			0
f Undistributed income for 2024. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2025 ..........				125,483
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 2019 not applied on line 5 or line 7 (see instructions) ...	0
9 Excess distributions carryover to 2025. Subtract lines 7 and 8 from line 6a ......	0
10 Analysis of line 9:
a Excess from 2020....
b Excess from 2021....
c Excess from 2022....
d Excess from 2023....
e Excess from 2024....

Form 990-PF (2024)

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 2024, enter the date of the ruling ...... right arrow

b Check box to indicate whether the organization is a private operating foundation described in section 4942(j)(3) or4942(j)(5)

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) 2024	(b) 2023	(c) 2022	(d) 2021	(e) Total

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

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

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 (2024)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
DOWNTOWN CHURCHES UNITED INC HOPE CENTER PO BOX 1202 PETERSBURG,VA23805	NONE		CHARITABLE GRANTS	6,000
FELLOWSHIP OF CHRISTIAN ATHLETES 19902 IVAN ROAD SOUTH CHESTERFIELD,VA23803	NONE		CHARITABLE GRANTS	6,000
HEART OF VIRGINIA COUNCIL BOY SCOUTS OF AMERICA 8090 VILLA PARK DRIVE HENRICO,VA23228	NONE		CHARITABLE GRANTS	5,000
BRIGHTPOINT COMMUNITY COLLEGE FOUNDATION 800 CHARTER COLONY PARKWAY MIDLOTHIAN,VA23114	NONE		CHARITABLE GRANTS	7,500
PETERSBURG FAMILY YMCA 120 N MADISON STREET PETERSBURG,VA23803	NONE		CHARITABLE GRANTS	6,000
SWIFT CREEK MILL THEATER 17401 EMANCIPATION HIGHWAY SOUTH CHESTERFIELD,VA23834	NONE		CHARITABLE GRANTS	5,000
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	10,000
BOYS & GIRLS CLUBS OF METRO RICHMOND 100 EVERETT STREET SUITE 1 RICHMOND,VA23224	NONE		CHARITABLE GRANTS	5,000
RICHARD BLAND COLLEGE FOUNDATION 11301 JOHNSON ROAD SOUTH PRINCE GEORGE,VA23805	NONE		CHARITABLE GRANTS	3,600
ST JOSEPH'S VILLA 8000 BROOK ROAD RICHMOND,VA23227	NONE		CHARITABLE GRANTS	3,000
PRETTY PURPOSED PO BOX 1298 CHESTERFIELD,VA23832	NONE		CHARITABLE GRANTS	2,500
JACKSON-FEILD HOMES 546 WALNUT GROVE DRIVE JARRETT,VA23867	NONE		CHARITABLE GRANTS	4,055
AUSTIN BENNETT 704 WATERFRONT DRIVE COLONIAL HEIGHTS,VA23834	NONE		EDUCATIONAL SCHOLARSHIPS	1,000
CHRISTIAN KNOTT 12925 COURTHOUSE ROAD DINWIDDIE,VA23841	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
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
CHARLES GRANT 10813 BLAND RIDGE COURT SOUTH PRINCE GEORGE,VA23805	NONE		EDUCATIONAL SCHOLARSHIPS	1,000
CHRISTOPHER WILKINS 16245 LAKE LANE SOUTH PRINCE GEORGE,VA23805	NONE		EDUCATIONAL SCHOLARSHIPS	1,000
AARON EZELL 9047 ROWANTY ROAD CARSON,VA23830	NONE		EDUCATIONAL SCHOLARSHIPS	1,750
CALEB FAULKNER 513 BASTIAN PLACE CHESTER,VA23836	NONE		EDUCATIONAL SCHOLARSHIPS	1,750
TIERRA PERRY 200 CAVELIER DRIVE APT 1-106 PETERSBURG,VA23805	NONE		EDUCATIONAL SCHOLARSHIPS	1,750
NOAH SATTERWHITE 4907 CLAYBON LANE CHESTER,VA23831	NONE		EDUCATIONAL SCHOLARSHIPS	2,000
CAROLINE KINDER 1531 MOUNT PLEASANT DRIVE COLONIAL HEIGHTS,VA23834	NONE		EDUCATIONAL SCHOLARSHIPS	2,000
ABIGAIL DRAPER 13300 OLD MILL ROAD MONTPELIER,VA23192	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
CATHERINE ALDERSON 118 BRIARCLIFFE COURT COLONIAL HEIGHTS,VA23834	NONE		EDUCATIONAL SCHOLARSHIPS	2,000
MASON BENNETT 704 WATERFRONT DRIVE COLONIAL HEIGHTS,VA23834	NONE		EDUCATIONAL SCHOLARSHIPS	2,000
ASHLEY HARGRAVE 4901-104 AVIA CIRCLE HENRICO,VA23233	NONE		EDUCATIONAL SCHOLARSHIPS	2,000
DANIEL HUGHES 5816 TROY LANE SUTHERLAND,VA23885	NONE		EDUCATIONAL SCHOLARSHIPS	2,000
AMANDA JOYNER 24400 BAUGH ROAD STONY CREEK,VA23882	NONE		EDUCATIONAL SCHOLARSHIPS	2,000
REILY MOORE 2007 THORNCRAG LANE MIDLOTHIAN,VA23112	NONE		EDUCATIONAL SCHOLARSHIPS	2,000
SAVNNA THOMAS 16508 SATISFACTION LANE CHURCH ROAD,VA23833	NONE		EDUCATIONAL SCHOLARSHIPS	2,000
CORY TUCKER 22213 FLATFOOT ROAD STONY CREEK,VA23882	NONE		EDUCATIONAL SCHOLARSHIPS	2,000
JAMAICA WEAVER 15802 KEELERS MILL ROAD DEWITT,VA23840	NONE		EDUCATIONAL SCHOLARSHIPS	2,000
ERIN WINFREE 19201 INDIAN ROAD SOUTH PRINCE GEORGE,VA23805	NONE		EDUCATIONAL SCHOLARSHIPS	2,000
JACOB WITT 12512 COX ROAD CHURCH ROAD,VA23833	NONE		EDUCATIONAL SCHOLARSHIPS	2,000
JAELA BRADFORD 4519 FINNEY PLACE CHESTER,VA23831	NONE		EDUCATIONAL SCHOLARSHIPS	3,000
CLAIRE CULBREATH 7219 ANDERSON MILL ROAD CHURCH ROAD,VA23833	NONE		EDUCATIONAL SCHOLARSHIPS	3,000
CIARA MCKENSIE 361 ENON OAKS LANE CHESTER,VA23836	NONE		EDUCATIONAL SCHOLARSHIPS	3,000
BENNETT WALTERS 12650 HATCHER DRIVE CHURCH ROAD,VA23833	NONE		EDUCATIONAL SCHOLARSHIPS	3,000
KEVIN GUNN 25350 MILL RUN ROAD STONY CREEK,VA23882	NONE		EDUCATIONAL SCHOLARSHIPS	3,000
WILLIAM MEHFOUD 131 DUNOON COURT COLONIAL HEIGHTS,VA23834	NONE		EDUCATIONAL SCHOLARSHIPS	3,000
JEREMY SCOTT 6013 SPRINGBANK ROAD SOUTH CHESTERFIELD,VA23803	NONE		EDUCATIONAL SCHOLARSHIPS	3,000
KELIS HARRISON 3376 OAK WOOD CIRCLE PETERSBURG,VA23805	NONE		EDUCATIONAL SCHOLARSHIPS	3,000
KENDALL CHAPPELL 22814 CARSON ROAD DINWIDDIE,VA23841	NONE		EDUCATIONAL SCHOLARSHIPS	3,000
CAMRYN SMITH 21200 WHITE OAK ROAD NORTH DINWIDDIE,VA23803	NONE		EDUCATIONAL SCHOLARSHIPS	3,000
ELIZABETH MILLER 14606 HALIFAX ROAD CARSON,VA23830	NONE		EDUCATIONAL SCHOLARSHIPS	3,500
HANNAH FRAKES 12945 HATCHER DRIVE CHURCH ROAD,VA23833	NONE		EDUCATIONAL SCHOLARSHIPS	3,750
MACKENZIE GAMMON 12000 HAWKINS ROAD FORD,VA23850	NONE		EDUCATIONAL SCHOLARSHIPS	3,750
DANIEL SMITH 5206 SEQUOIA COURT NORTH DINWIDDIE,VA23803	NONE		EDUCATIONAL SCHOLARSHIPS	4,500
ARMOND HARDY 420 HIGH STREET APT 205 PETERSBURG,VA23803	NONE		EDUCATIONAL SCHOLARSHIPS	4,750
JAQUAN TUCKER 11718 DUNCAN ROAD NORTH DINWIDDIE,VA23805	NONE		EDUCATIONAL SCHOLARSHIPS	4,750
Total ................................. 3a				168,905

bApproved for future payment
NASIAH CHERRY 14510 HAPPY HILL CHESTER,VA23831	NONE	EDUCATIONAL SCHOLARSHIPS	2,000
COLEMAN LAMBIRTH 17001 MCKENNEY AVENUE DEWITT,VA23840	NONE	EDUCATIONAL SCHOLARSHIPS	2,000
BENNETT NYE 16290 EPPES ROAD DEWITT,VA23840	NONE	EDUCATIONAL SCHOLARSHIPS	2,000
JABRIEL DANIELS 22171 JORDAN HEIGHT DRIVE NORTH DINWIDDIE,VA23803	NONE	EDUCATIONAL SCHOLARSHIPS	3,000
Total ................................. 3b			9,000

Form 990-PF (2024)

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	(e) Related or exempt function income (See instructions.)
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	103,581
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	76,596
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		180,177	0

13Total. Add line 12, columns (b), (d), and (e)..................

180,177

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	Explain below how each activity for which income is reported in column (e) of Part 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 (2024)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........Yes No

If "Yes," complete the following schedule.

(a) Name of organization	(b) Type of organization	(c) Description of relationship

Sign Here

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2024)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2024 AccountingFeesSchedule

Name:

PETERSBURG METHODIST HOME FOR GIRLS

EIN:

54-0542500

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
ACCOUNTING FEES	5,800	2,900		2,900

- TIN:

TY 2024 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	327,515	322,499
BONDS (BOND FUNDS) - RESTRICTED	327,515	322,499
FIXED INCOME (BOND FUNDS) - RESTRICTED	49,511	49,876
FIXED INCOME (BOND FUNDS) - UNRESTRICTED	49,511	49,876

- TIN:

TY 2024 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	307,023	370,610
BONDS (EQUITY FUNDS) - UNRESTRICTED	445,623	582,164
STOCKS (EQUITIES) - RESTRICTED	307,529	370,212
BONDS (EQUITY FUNDS) - RESTRICTED	524,571	674,960
EXCHANGE TRADED FUNDS - UNRESTRICTED	142,733	144,232
EXCHANGE TRADED FUNDS - RESTRICTED	132,861	136,506
OTHER ASSETS (EQUITY FUND) - RESTRICTED	10,796	9,984
OTHER ASSETS (EQUITY FUNDS) - UNRESTRICTED	10,900	9,984

- TIN:

TY 2024 OtherExpensesSchedule

Name:

PETERSBURG METHODIST HOME FOR GIRLS

EIN:

54-0542500

Description	Revenue and Expenses per Books	Disbursements for Charitable Purposes
OFFICE EXPENSES	541	541
INSURANCE	1,162	1,162
SERVICE CHARGES	35	35

- TIN:

TY 2024 OtherProfessionalFeesSchedule

Name:

PETERSBURG METHODIST HOME FOR GIRLS

EIN:

54-0542500

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
INVESTMENT FEES	18,203	18,203		0

- TIN:

TY 2024 TaxesSchedule

Name:

PETERSBURG METHODIST HOME FOR GIRLS

EIN:

54-0542500

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
PAYROLL TAXES	473	0		473
FOREIGN TAXES	1,860	1,860		0