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.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
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
PETERSBURG
State or province
VA
Country  
ZIP or foreign postal code
238051688
A Employer identification number

54-0542500
B Telephone number (see instructions)

8047332011
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$3,601,994
J 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) 1,000
2 Check .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 127,597 127,597  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 138,023
b Gross sales price for all assets on line 6a 375,394
7 Capital gain net income (from Part IV, line 2)... 138,023
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........ 266,620 265,620 1,000
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages...... 6,500 0   6,500
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 5,975 2,987   2,988
c Other professional fees (attach schedule).... 13,579 13,579   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 5,305 2,313   492
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 328 0   328
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 2,006 0   2,006
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 33,693 18,879   12,314
25 Contributions, gifts, grants paid....... 137,000 137,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 170,693 18,879   149,314
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 95,927
b Net investment income (if negative, enter -0-) 246,741
c Adjusted net income (if negative, enter -0-)... 1,000
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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......... 197,294 159,039 159,039
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)....... 1,882,036 Click to see attachment
List of Attached Documents:
// Content
2,084,443
2,751,955
c Investments—corporate bonds (attach schedule)....... 754,052 Click to see attachment
List of Attached Documents:
// Content
685,832
691,000
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) 2,833,382 2,929,314 3,601,994
Liabilities 17 Accounts payable and accrued expenses.......... 119 124
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)......... 119 124
Net Assets or Fund Balances 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........ 2,833,263 2,929,190
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)..... 2,833,263 2,929,190
30 Total liabilities and net assets/fund balances (see instructions). 2,833,382 2,929,314
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
2,833,263
2
Enter amount from Part I, line 27a .....................
2
95,927
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
2,929,190
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
2,929,190
Form 990-PF (2025)
Form 990-PF (2025)
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 9SHS APPLIED MATLS INC P 2025-04-08 2025-10-06
b 3SHS APPLIED MATLS INC P 2025-04-08 2025-12-04
c 0.04175SHS AMENTUM HLDGS INC EQ EQUITY P 2024-07-15 2025-05-16
d 1.70338SHS AMENTUM HLDGS INC EQ EQUITY P 2024-02-05 2025-07-09
e 0.87078SHS AMENTUM HLDGS INC EQ EQUITY P 2024-07-15 2025-07-09
0.42585SHS AMENTUM HLDGS INC EQ EQUITY P 2025-04-08 2025-07-09
133SHS BAYER A G ADR P 2023-06-21 2025-11-24
78SHS BAYER A G ADR P 2023-09-25 2025-11-24
152SHS BAYER A G ADR P 2023-09-25 2025-12-02
162SHS BAYER A G ADR P 2023-10-19 2025-12-02
120SHS BAYER A G ADR P 2023-10-30 2025-12-02
24SHS BAYER A G ADR P 2023-12-08 2025-12-02
15SHS BERKSHIRE HATHAWAY B P 2022-07-22 2025-01-06
10SHS CITIGROUP INC P 2024-08-05 2025-07-15
33SHS CITIGROUP INC P 2025-01-06 2025-07-15
10SHS CITIGROUP INC P 2025-03-06 2025-07-15
12SHS CITIGROUP INC P 2024-08-05 2025-10-29
0.0752SHS CAPITAL ONE FINL COR P 2025-01-06 2025-05-19
4SHS CAPITAL ONE FINL COR P 2025-01-06 2025-08-28
9.9408SHS CAPITAL ONE FINL COR P 2024-12-06 2025-12-15
3.0592SHS CAPITAL ONE FINL COR P 2025-01-06 2025-12-15
8SHS CORPAY INC P 2020-10-29 2025-05-19
5SHS CORPAY INC P 2023-10-30 2025-05-19
4SHS CISCO SYS INC P 2016-03-31 2025-02-18
55SHS CISCO SYS INC P 2020-03-27 2025-02-18
50SHS CISCO SYS INC P 2020-08-17 2025-02-18
15SHS CISCO SYS INC P 2021-01-21 2025-02-18
56SHS CISCO SYS INC P 2016-03-31 2025-06-30
25SHS CVS HEALTH CORP P 2019-03-25 2025-08-28
10SHS CVS HEALTH CORP P 2020-09-15 2025-08-28
25SHS CVS HEALTH CORP P 2024-11-12 2025-08-28
0.375SHS CHEVRON CORP NEW P 2024-03-13 2025-07-22
28SHS DOMINION ENERGY INC P 2018-04-16 2025-08-11
25SHS DOMINION ENERGY INC P 2018-04-23 2025-08-11
25SHS DOMINION ENERGY INC P 2018-05-15 2025-08-11
30SHS DOMINION ENERGY INC P 2021-02-24 2025-08-11
0.4SHS GCI LIBERTY INC C P 2025-07-15 2025-07-15
29SHS GCI LIBERTY INC C P 2025-07-15 2025-07-22
10SHS JACOBS SOLUTIONS INC P 2024-02-05 2025-08-18
15SHS JACOBS SOLUTIONS INC P 2024-07-15 2025-08-18
36SHS JAZZ PHARMACEUTICALS P 2024-06-04 2025-08-19
1SHS JAZZ PHARMACEUTICALS P 2024-07-10 2025-08-19
31SHS JAZZ PHARMACEUTICALS P 2024-07-10 2025-11-17
5SHS JOHNSON & JOHNSON P 2024-12-17 2025-08-18
8SHS JOHNSON & JOHNSON P 2025-04-08 2025-08-18
21SHS JOHNSON & JOHNSON P 2024-12-17 2025-08-19
334SHS KINDER MORGAN INC DE P 2022-01-19 2025-01-06
30SHS KINDER MORGAN INC DE P 2022-02-15 2025-01-06
1SHS KINDER MORGAN INC DE P 2022-12-06 2025-01-06
79SHS KINDER MORGAN INC DE P 2022-02-15 2025-01-14
43SHS LIBERTY BROADBAND CO C P 2022-04-27 2025-05-27
24SHS LIBERTY BROADBAND CO C P 2022-05-02 2025-05-27
13SHS LIBERTY BROADBAND CO C P 2022-06-28 2025-05-27
18SHS LIBERTY BROADBAND CO C P 2022-09-23 2025-05-27
30SHS LIBERTY BROADBAND CO C P 2023-12-04 2025-05-27
6SHS LOCKHEED MARTIN CORP P 2021-10-27 2025-10-06
7SHS MCKESSON CORP P 2019-04-22 2025-03-31
4SHS MCKESSON CORP P 2019-04-22 2025-04-03
4SHS MCKESSON CORP P 2019-04-22 2025-04-23
137SHS NINTENDO LTD ADR P 2021-07-01 2025-01-27
190SHS NINTENDO LTD ADR P 2021-07-20 2025-01-27
42SHS NINTENDO LTD ADR P 2022-04-07 2025-01-27
180SHS NINTENDO LTD ADR P 2022-04-07 2025-02-10
73SHS NINTENDO LTD ADR P 2022-04-07 2025-03-31
65SHS NINTENDO LTD ADR P 2022-04-07 2025-04-24
54SHS NINTENDO LTD ADR P 2022-04-11 2025-04-24
162SHS NINTENDO LTD ADR P 2022-04-11 2025-06-23
19SHS NINTENDO LTD ADR P 2022-04-11 2025-06-30
155SHS NINTENDO LTD ADR P 2022-05-16 2025-06-30
39SHS OCCIDENTAL PETE CORP P 2022-03-24 2025-01-06
11SHS OCCIDENTAL PETE CORP P 2023-12-04 2025-01-06
15SHS OCCIDENTAL PETE CORP P 2023-12-06 2025-01-06
29SHS PROGRESSIVE CORP OH P 2021-03-04 2025-03-31
10SHS PROGRESSIVE CORP OH P 2021-03-04 2025-05-07
25SHS POST HLDGS INC P 2020-03-27 2025-02-03
25SHS POST HLDGS INC P 2020-09-14 2025-02-03
12SHS UNITEDHEALTH GROUP I P 2025-05-19 2025-09-24
6SHS UNITEDHEALTH GROUP I P 2025-06-30 2025-09-24
180SHS WARNER BROS DISCOVER P 2024-03-04 2025-07-30
91SHS WARNER BROS DISCOVER P 2025-04-08 2025-07-30
134SHS WARNER BROS DISCOVER P 2024-10-14 2025-09-11
27SHS WARNER BROS DISCOVER P 2025-04-08 2025-09-11
229SHS WARNER BROS DISCOVER P 2024-07-10 2025-10-06
34SHS WARNER BROS DISCOVER P 2024-10-14 2025-10-06
101SHS WARNER BROS DISCOVER SERIES A P 2024-07-10 2025-12-15
104SHS WARNER BROS DISCOVER SERIES A P 2024-08-12 2025-12-15
9SHS APPLIED MATLS INC P 2025-04-08 2025-10-06
3SHS APPLIED MATLS INC P 2025-04-08 2025-12-04
0.04175SHS AMENTUM HLDGS INC EQ EQUITY P 2024-07-15 2025-05-16
1.70338SHS AMENTUM HLDGS INC EQ EQUITY P 2024-02-05 2025-07-09
0.87078SHS AMENTUM HLDGS INC EQ EQUITY P 2024-07-15 2025-07-09
0.42585SHS AMENTUM HLDGS INC EQ EQUITY P 2025-04-08 2025-07-09
132SHS BAYER A G ADR P 2023-06-21 2025-11-24
80SHS BAYER A G ADR P 2023-09-25 2025-11-24
150SHS BAYER A G ADR P 2023-09-25 2025-12-02
168SHS BAYER A G ADR P 2023-10-19 2025-12-02
112SHS BAYER A G ADR P 2023-10-30 2025-12-02
27SHS BAYER A G ADR P 2023-12-08 2025-12-02
15SHS BERKSHIRE HATHAWAY B P 2022-07-22 2025-01-06
10SHS CITIGROUP INC P 2024-08-05 2025-07-15
32SHS CITIGROUP INC P 2025-01-06 2025-07-15
11SHS CITIGROUP INC P 2025-03-06 2025-07-15
12SHS CITIGROUP INC P 2024-08-05 2025-10-29
0.0752SHS CAPITAL ONE FINL COR P 2025-01-06 2025-05-19
4SHS CAPITAL ONE FINL COR P 2025-01-06 2025-08-28
9.9408SHS CAPITAL ONE FINL COR P 2024-12-06 2025-12-15
3.0592SHS CAPITAL ONE FINL COR P 2025-01-06 2025-12-15
4SHS CORPAY INC P 2020-10-29 2025-05-19
9SHS CORPAY INC P 2023-10-30 2025-05-19
4SHS CISCO SYS INC P 2016-03-31 2025-02-18
60SHS CISCO SYS INC P 2020-03-27 2025-02-18
25SHS CISCO SYS INC P 2020-03-31 2025-02-18
25SHS CISCO SYS INC P 2020-08-17 2025-02-18
10SHS CISCO SYS INC P 2021-01-21 2025-02-18
56SHS CISCO SYS INC P 2016-03-31 2025-06-30
10SHS CVS HEALTH CORP P 2020-09-01 2025-08-28
25SHS CVS HEALTH CORP P 2020-09-15 2025-08-28
25SHS CVS HEALTH CORP P 2024-11-12 2025-08-28
0.375SHS CHEVRON CORP NEW P 2024-03-13 2025-07-22
26SHS DOMINION ENERGY INC P 2018-04-16 2025-08-11
25SHS DOMINION ENERGY INC P 2018-04-25 2025-08-11
25SHS DOMINION ENERGY INC P 2018-05-15 2025-08-11
32SHS DOMINION ENERGY INC P 2021-02-24 2025-08-11
0.4SHS GCI LIBERTY INC C P 2025-07-15 2025-07-15
29SHS GCI LIBERTY INC C P 2025-07-15 2025-07-22
10SHS JACOBS SOLUTIONS INC P 2024-02-05 2025-08-18
15SHS JACOBS SOLUTIONS INC P 2024-07-15 2025-08-18
36SHS JAZZ PHARMACEUTICALS P 2024-06-04 2025-08-19
1SHS JAZZ PHARMACEUTICALS P 2024-07-10 2025-08-19
31SHS JAZZ PHARMACEUTICALS P 2024-07-10 2025-11-17
5SHS JOHNSON & JOHNSON P 2024-12-17 2025-08-18
8SHS JOHNSON & JOHNSON P 2025-04-08 2025-08-18
21SHS JOHNSON & JOHNSON P 2024-12-17 2025-08-19
326SHS KINDER MORGAN INC DE P 2022-01-19 2025-01-06
38SHS KINDER MORGAN INC DE P 2022-02-15 2025-01-06
78SHS KINDER MORGAN INC DE P 2022-02-15 2025-01-14
44SHS LIBERTY BROADBAND CO C P 2022-04-27 2025-05-27
25SHS LIBERTY BROADBAND CO C P 2022-05-02 2025-05-27
12SHS LIBERTY BROADBAND CO C P 2022-06-28 2025-05-27
8SHS LIBERTY BROADBAND CO C P 2022-09-23 2025-05-27
39SHS LIBERTY BROADBAND CO C P 2023-12-04 2025-05-27
7SHS LOCKHEED MARTIN CORP P 2021-10-27 2025-10-06
7SHS MCKESSON CORP P 2016-10-28 2025-03-31
4SHS MCKESSON CORP P 2016-10-28 2025-04-03
4SHS MCKESSON CORP P 2016-10-28 2025-04-23
92SHS NINTENDO LTD ADR P 2021-07-01 2025-01-27
180SHS NINTENDO LTD ADR P 2021-07-20 2025-01-27
93SHS NINTENDO LTD ADR P 2022-04-07 2025-01-27
180SHS NINTENDO LTD ADR P 2022-04-07 2025-02-10
73SHS NINTENDO LTD ADR P 2022-04-07 2025-03-31
39SHS NINTENDO LTD ADR P 2022-04-07 2025-04-24
79SHS NINTENDO LTD ADR P 2022-04-11 2025-04-24
156SHS NINTENDO LTD ADR P 2022-04-11 2025-06-23
6SHS NINTENDO LTD ADR P 2022-05-16 2025-06-23
174SHS NINTENDO LTD ADR P 2022-05-16 2025-06-30
39SHS OCCIDENTAL PETE CORP P 2022-03-24 2025-01-06
10SHS OCCIDENTAL PETE CORP P 2023-12-04 2025-01-06
16SHS OCCIDENTAL PETE CORP P 2023-12-06 2025-01-06
28SHS PROGRESSIVE CORP OH P 2021-03-04 2025-03-31
10SHS PROGRESSIVE CORP OH P 2021-03-04 2025-05-07
15SHS POST HLDGS INC P 2020-03-27 2025-02-03
25SHS POST HLDGS INC P 2020-09-14 2025-02-03
10SHS POST HLDGS INC P 2022-03-24 2025-02-03
12SHS UNITEDHEALTH GROUP I P 2025-05-19 2025-09-24
6SHS UNITEDHEALTH GROUP I P 2025-06-30 2025-09-24
179SHS WARNER BROS DISCOVER P 2024-03-04 2025-07-30
92SHS WARNER BROS DISCOVER P 2025-04-08 2025-07-30
136SHS WARNER BROS DISCOVER P 2024-10-14 2025-09-11
26SHS WARNER BROS DISCOVER P 2025-04-08 2025-09-11
231SHS WARNER BROS DISCOVER P 2024-07-10 2025-10-06
31SHS WARNER BROS DISCOVER P 2024-10-14 2025-10-06
98SHS WARNER BROS DISCOVER SERIES A P 2024-07-10 2025-12-15
107SHS WARNER BROS DISCOVER SERIES A P 2024-08-12 2025-12-15
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 2,026   1,247 779
b 810   416 394
c 1   1 0
d 41   31 10
e 21   17 4
10   8 2
1,158   1,858 -700
679   958 -279
1,492   1,867 -375
1,590   1,803 -213
1,178   1,297 -119
236   207 29
6,788   4,314 2,474
898   565 333
2,964   2,395 569
898   708 190
1,214   678 536
15   13 2
907   703 204
2,368   1,745 623
729   538 191
2,794   1,750 1,044
1,747   1,110 637
261   114 147
3,588   2,164 1,424
3,262   2,096 1,166
979   675 304
3,865   1,598 2,267
1,790   1,374 416
716   578 138
1,790   1,384 406
56   55 1
1,724   1,801 -77
1,539   1,628 -89
1,539   1,613 -74
1,847   2,137 -290
14   14 0
1,052   991 61
1,469   1,112 357
2,204   1,763 441
4,312   3,776 536
120   101 19
5,270   3,118 2,152
885   727 158
1,416   1,191 225
3,732   3,054 678
9,411   5,921 3,490
845   512 333
28   18 10
2,305   1,349 956
4,179   5,294 -1,115
2,333   2,686 -353
1,264   1,521 -257
1,750   1,471 279
2,916   2,486 430
3,079   2,004 1,075
4,705   801 3,904
2,881   458 2,423
2,764   458 2,306
2,141   1,977 164
2,969   2,599 370
656   538 118
3,237   2,305 932
1,225   935 290
1,283   832 451
1,066   689 377
3,507   2,067 1,440
456   242 214
3,716   1,697 2,019
1,976   2,322 -346
557   638 -81
760   850 -90
8,240   2,537 5,703
2,866   875 1,991
2,644   1,344 1,300
2,644   1,414 1,230
4,240   3,789 451
2,120   1,866 254
2,372   1,488 884
1,199   712 487
2,135   992 1,143
430   211 219
4,366   1,651 2,715
648   252 396
2,997   728 2,269
3,086   709 2,377
2,026   1,247 779
810   416 394
1   1 0
41   31 10
21   17 4
10   8 2
1,149   1,844 -695
696   983 -287
1,472   1,842 -370
1,649   1,870 -221
1,099   1,211 -112
265   232 33
6,788   4,314 2,474
898   565 333
2,874   2,322 552
988   778 210
1,214   678 536
15   13 2
907   703 204
2,368   1,745 623
729   538 191
1,397   875 522
3,144   1,998 1,146
261   114 147
3,914   2,360 1,554
1,631   991 640
1,631   1,048 583
652   450 202
3,865   1,598 2,267
716   603 113
1,790   1,445 345
1,790   1,384 406
56   55 1
1,600   1,673 -73
1,539   1,626 -87
1,539   1,613 -74
1,970   2,279 -309
14   14 0
1,052   991 61
1,469   1,112 357
2,204   1,763 441
4,312   3,776 536
120   101 19
5,270   3,118 2,152
885   727 158
1,416   1,191 225
3,732   3,054 678
9,185   5,779 3,406
1,071   649 422
2,275   1,332 943
4,277   5,417 -1,140
2,430   2,798 -368
1,166   1,404 -238
778   654 124
3,791   3,232 559
3,592   2,338 1,254
4,705   860 3,845
2,881   492 2,389
2,764   492 2,272
1,438   1,327 111
2,813   2,462 351
1,453   1,191 262
3,237   2,304 933
1,225   935 290
770   499 271
1,560   1,008 552
3,377   1,990 1,387
130   66 64
4,172   1,904 2,268
1,976   2,322 -346
507   580 -73
811   907 -96
7,956   2,449 5,507
2,866   875 1,991
1,586   807 779
2,644   1,414 1,230
1,058   643 415
4,240   3,789 451
2,120   1,866 254
2,359   1,480 879
1,212   719 493
2,167   1,007 1,160
414   203 211
4,405   1,665 2,740
591   229 362
2,908   706 2,202
3,175   729 2,446
23,330     23,330
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       779
b       394
c       0
d       10
e       4
      2
      -700
      -279
      -375
      -213
      -119
      29
      2,474
      333
      569
      190
      536
      2
      204
      623
      191
      1,044
      637
      147
      1,424
      1,166
      304
      2,267
      416
      138
      406
      1
      -77
      -89
      -74
      -290
      0
      61
      357
      441
      536
      19
      2,152
      158
      225
      678
      3,490
      333
      10
      956
      -1,115
      -353
      -257
      279
      430
      1,075
      3,904
      2,423
      2,306
      164
      370
      118
      932
      290
      451
      377
      1,440
      214
      2,019
      -346
      -81
      -90
      5,703
      1,991
      1,300
      1,230
      451
      254
      884
      487
      1,143
      219
      2,715
      396
      2,269
      2,377
      779
      394
      0
      10
      4
      2
      -695
      -287
      -370
      -221
      -112
      33
      2,474
      333
      552
      210
      536
      2
      204
      623
      191
      522
      1,146
      147
      1,554
      640
      583
      202
      2,267
      113
      345
      406
      1
      -73
      -87
      -74
      -309
      0
      61
      357
      441
      536
      19
      2,152
      158
      225
      678
      3,406
      422
      943
      -1,140
      -368
      -238
      124
      559
      1,254
      3,845
      2,389
      2,272
      111
      351
      262
      933
      290
      271
      552
      1,387
      64
      2,268
      -346
      -73
      -96
      5,507
      1,991
      779
      1,230
      415
      451
      254
      879
      493
      1,160
      211
      2,740
      362
      2,202
      2,446
      23,330
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 2 138,023
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 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 3,430
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 3,430
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 3,430
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 2,203
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 4,667
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 6,870
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 3,440
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax3,440 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
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)
VA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? 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 addressN/A
14
The books are in care ofJAMIE S MORINI Telephone no. (804) 733-2011

Located at146 N SYCAMORE STREETPETERSBURGVA ZIP+4238030146
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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 ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
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 DIRECTOR
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 SECRETARY
0.25
0 0 0
POST OFFICE BOX 1688
PETERSBURG,VA238051688
PAMELA M COMSTOCK TREASURER
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................... 0
Form 990-PF (2025)
Form 990-PF (2025)
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 60,000
2 SCHOLARSHIPS TO COLLEGE STUDENTS 77,000
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.........................0
Form 990-PF (2025)
Form 990-PF (2025)
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
3,266,010
b
Average of monthly cash balances.......................
1b
204,773
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
3,470,783
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
3,470,783
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
52,062
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
3,418,721
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
170,936
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
170,936
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
3,430
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,430
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
167,506
4
Recoveries of amounts treated as qualifying distributions................
4
1,000
5
Add lines 3 and 4............................
5
168,506
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
168,506
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, line 26, column (d) ..........
1a
149,314
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
149,314
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2024
(c)
2024
(d)
2025
1 Distributable amount for 2025 from Part X, line 7 168,506
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 125,483
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021......  
c From 2022......  
d From 2023......  
e From 2024......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 149,314
a Applied to 2024, but not more than line 2a 125,483
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 2025 distributable amount..... 23,831
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025. 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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 ..........
144,675
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 2020 not
applied on line 5 or line 7 (see instructions) ...
0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ......
0
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 ....  
c Excess from 2023 ....  
d Excess from 2024 ....  
e Excess from 2025 ....  
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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 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, 2b, 2c, and 2d. 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:
MAY 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 (2025)
Form 990-PF (2025)
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

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

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 5,000

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

ST JOSEPH'S VILLA

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

JACKSON-FEILD HOMES

546 WALNUT GROVE DRIVE
JARRETT,VA23867
NONE   CHARITABLE GRANTS 4,000

PETERSBURG SYMPHONY ORCHESTRA

PO BOX 2146
PETERSBURG,VA23804
NONE   CHARITABLE GRANTS 3,000

THE JAMES HOUSE

6610 COMMONS DRIVE SUITE C
PRINCE GEORGE,VA23875
NONE   CHARITABLE GRANTS 2,000
CAMRYN SMITH


21200 WHITE OAK ROAD
NORTH DINWIDDIE,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
DANIEL SMITH


5206 SEQUOIA COURT
NORTH DINWIDDIE,VA23803
NONE   EDUCATIONAL SCHOLARSHIPS 3,000
JAQUAN TUCKER


11718 DUNCAN ROAD
NORTH DINWIDDIE,VA23805
NONE   EDUCATIONAL SCHOLARSHIPS 3,000
HARMONY MENDOZA


20312 STONEWOOD MANOR DR
SOUTH CHESTERFIELD,VA23803
NONE   EDUCATIONAL SCHOLARSHIPS 3,000
ABIGAIL DRAPER


13300 OLD MILL ROAD
MONTPELIER,VA23192
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
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
SAVNNA THOMAS


16508 SATISFACTION LANE
CHURCH ROAD,VA23833
NONE   EDUCATIONAL SCHOLARSHIPS 2,000
JAMAICA WEAVER


15802 KEELERS MILL ROAD
DEWITT,VA23840
NONE   EDUCATIONAL SCHOLARSHIPS 2,000
JACOB WITT


12512 COX ROAD
CHURCH ROAD,VA23833
NONE   EDUCATIONAL SCHOLARSHIPS 2,000
CLAIRE CULBREATH


7219 ANDERSON MILL ROAD
CHURCH ROAD,VA23833
NONE   EDUCATIONAL SCHOLARSHIPS 2,000
CIARA MCKENSIE


361 ENON OAKS LANE
CHESTER,VA23836
NONE   EDUCATIONAL SCHOLARSHIPS 2,000
HANNAH FRAKES


12945 HATCHER DRIVE
CHURCH ROAD,VA23833
NONE   EDUCATIONAL SCHOLARSHIPS 2,000
MACKENZIE GAMMON


12000 HAWKINS ROAD
FORD,VA23850
NONE   EDUCATIONAL SCHOLARSHIPS 2,000
CHLOE BONNER


16522 COURTHOUSE ROAD
DINWIDDIE,VA23841
NONE   EDUCATIONAL SCHOLARSHIPS 2,000
CALEIGH BRADFORD


4519 FINNEY PLACE
CHESTER,VA23831
NONE   EDUCATIONAL SCHOLARSHIPS 2,000
LOGAN CHANDLER


6201 JULIAN LANE
MINERAL,VA23117
NONE   EDUCATIONAL SCHOLARSHIPS 2,000
CADEN GRAYSON


1817 EAST BLVD
PETERSBURG,VA23805
NONE   EDUCATIONAL SCHOLARSHIPS 2,000
REAGAN MCMICHAEL


1135 OAKRIDGE ROAD
PETERSBURG,VA23805
NONE   EDUCATIONAL SCHOLARSHIPS 2,000
AUSTIN POARCH


19257 COMANS WELL ROAD
YALE,VA23897
NONE   EDUCATIONAL SCHOLARSHIPS 2,000
KEVIN WALKER


20803 RIVER ROAD
SUTHERLAND,VA23885
NONE   EDUCATIONAL SCHOLARSHIPS 2,000
COREY WARREN


15307 FEATHERCHASE DR
CHESTERFIELD,VA23832
NONE   EDUCATIONAL SCHOLARSHIPS 2,000
CHRISTINA ZAPPA


3637 EAST CHAGFORD TERRACE
CHESTER,VA23831
NONE   EDUCATIONAL SCHOLARSHIPS 2,000
COLEMAN LAMBIRTH


17001 MCKENNEY AVENUE
DEWITT,VA23840
NONE   EDUCATIONAL SCHOLARSHIPS 2,000
REILY MOORE


2007 THORNCRAG LANE
MIDLOTHIAN,VA23112
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
NOAH SATTERWHITE


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


5901 CRABTREE ROAD
NORTH CHESTERFIELD,VA23234
NONE   EDUCATIONAL SCHOLARSHIPS 1,000
JORDAN MATHIS


118 CRYSTAL DOWNS CT
CHESTER,VA23836
NONE   EDUCATIONAL SCHOLARSHIPS 1,000
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 ................................. 3a 137,000
bApproved for future payment
SARAH FULLER

8404 WILSHIRE PLACE
GLEN ALLEN,VA23060
NONE   EDUCATIONAL SCHOLARSHIPS 1,000
BENNETT NYE

16290 EPPES ROAD
DEWITT,VA23840
NONE   EDUCATIONAL SCHOLARSHIPS 2,000
SYDNEY TAYLOR

24516 LAKE DRIVE
NORTH DINWIDDIE,VA23803
NONE   EDUCATIONAL SCHOLARSHIPS 2,000
Total ................................. 3b 5,000
Form 990-PF (2025)
Form 990-PF (2025)
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 ....     14 127,597  
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 ............
    18 138,023  
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) .. 0 265,620 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
265,620
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only 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 (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
PETERSBURG METHODIST HOME FOR GIRLS
EIN:
54-0542500
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 5,975 2,987   2,988

TY 2025 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 342,916 345,500
BONDS (BOND FUNDS) - RESTRICTED 342,916 345,500

TY 2025 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 296,477 368,848
STOCKS (EQUITY FUNDS) - UNRESTRICTED 472,290 712,366
STOCKS (EQUITIES) - RESTRICTED 296,649 368,249
STOCKS (EQUITY FUNDS) - RESTRICTED 553,280 822,421
EXCHANGE TRADED FUNDS - UNRESTRICTED 218,290 225,453
EXCHANGE TRADED FUNDS - RESTRICTED 223,987 233,290
OTHER ASSETS (EQUITY FUND) - RESTRICTED 11,683 10,664
OTHER ASSETS (EQUITY FUNDS) - UNRESTRICTED 11,787 10,664

TY 2025 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 778 0   778
INSURANCE 1,162 0   1,162
SERVICE CHARGES 66 0   66


TY 2025 OtherProfessionalFeesSchedule
Name:
PETERSBURG METHODIST HOME FOR GIRLS
EIN:
54-0542500
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 13,579 13,579   0


TY 2025 TaxesSchedule
Name:
PETERSBURG METHODIST HOME FOR GIRLS
EIN:
54-0542500
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL TAXES 492 0   492
FOREIGN TAXES 2,313 2,313   0
FEDERAL ESTIMATED TAXES 2,500 0   0