2025-10-06T08:06:08-05:00 2025-05-31 540504608 BROWN EDWARDS & COMPANY LLP 4951 LAKE BROOK DRIVE SUITE 375 GLEN ALLEN VA 23060 990 2024-06-01 462641284 HERMITAGE CAPITAL AND RESERVE CORPORATION HERM 8044748700 120 EASTSHORE DRIVE 130 GLEN ALLEN VA 23059 CHRISTOPHER P HENDERSON PRESIDENT 8044748700 2025-10-02 1 0 MARK W TUCK CPA P00074594 8042826000 2025-09-23 2024 2025-03-06 01:10:19Z CHRISTOPHER P HENDERSON 120 EASTSHORE DRIVE 130 GLEN ALLEN VA 23059 2887579 0 X WWW.PINNACLELIVING.ORG X 2013 VA PROVIDE SUPPORT TO PINNACLE LIVING AND WINDSORMEADE WILLIAMSBURG. 4 3 0 0 0 0 0 0 0 0 583581 1244314 0 0 583581 1244314 0 0 0 0 0 0 0 0 0 0 0 0 0 583581 1244314 45028524 51856747 2383790 4758230 42644734 47098517 X SUPPORTING PINNACLE LIVING AND WINDSORMEADE WILLIAMSBURG IN THEIR MISSION OF ENRICHING LIFE'S JOURNEY BY PROVIDING HOUSING, HEALTH CARE, FINANCIAL SECURITY AND RELATED SERVICES FOR SENIORS. 0 0 HERMITAGE CAPITAL AND RESERVE CORPORATION IS A 509(A)(3) SUPPORTING ORGANIZATION ESTABLISHED APRIL 23, 2013, TO ACCEPT, RECEIVE, MANAGE AND DISTRIBUTE REAL AND PERSONAL PROPERTY TO ASSIST IN THE ACCOMPLISHMENT OF THE PURPOSES OF (I) VIRGINIA UNITED METHODIST HOMES, INC. DOING BUSINESS AS PINNACLE LIVING, A VIRGINIA NON-STOCK CORPORATION, PUBLIC CHARITY AND NON-PRIVATE FOUNDATION UNDER SECTIONS 501(C)(3) AND 509(A) OF THE INTERNAL REVENUE CODE, AND (II) VIRGINIA UNITED METHODIST HOMES OF WILLIAMSBURG, INC. DOING BUSINESS AS WINDSORMEADE WILLIAMSBURG, A PUBLIC CHARITY AND NON-PRIVATE FOUNDATION UNDER SECTIONS 501(C)(3) AND 509(A) OF THE INTERNAL REVENUE CODE. PINNACLE LIVING'S PURPOSE IS ENRICHING LIFE'S JOURNEY FOR RESIDENTS LIVING IN INDEPENDENT LIVING, ASSISTED LIVING, MEMORY SUPPORT AND HEALTH CARE IN THE PINNACLE LIVING COMMUNITIES OF CEDARFIELD, HERMITAGE RICHMOND, HERMITAGE ROANOKE, HERMITAGE THREE CHOPT, HERMITAGE DEEP RUN, AND WINDSORMEADE WILLIAMSBURG, AS WELL AS OLDER PERSONS IN THE BROADER COMMUNITY. WORKING WITH THE SUPPORT OF THE HERMITAGE CAPITAL AND RESERVE CORPORATION, PINNACLE LIVING SERVES A WIDE RANGE OF SOCIALLY AND ECONOMICALLY DIVERSE RESIDENTS THROUGH A PERSON-CENTERED FOCUS ON EACH INDIVIDUAL'S PHYSICAL, EMOTIONAL, RECREATIONAL, SOCIAL AND RELIGIOUS NEEDS. WITH A RICH LEGACY OF OVER SEVENTY-FIVE YEARS, PINNACLE LIVING HAS BUILT A LONGSTANDING REPUTATION OF PROVIDING EXCELLENT, COMPASSIONATE SUPPORT AND SERVICES IN A FAITH-BASED ENVIRONMENT. PINNACLE LIVING PROVIDES (DIRECTLY AND THROUGH THIRD PARTY ARRANGEMENTS) FOR THE HEALTH CARE OF RESIDENTS IN HOUSEHOLD AND NEIGHBORHOOD SETTINGS WITH NURSING SERVICES, ASSISTANCE WITH ACTIVITIES OF DAILY LIVING, MEMORY SUPPORT, PHYSICAL THERAPY AND RELATED HEALTH SERVICES. 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 4 3 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X X CORPORATE OFFICERS 8044748700 120 EASTSHORE DRIVE 130 GLEN ALLEN VA 23059 CHRISTOPHER P HENDERSON PRESIDENT 1.00 39.00 X X 0 756218 29334 WILLIAM H PETERSON SECRETARY/TREASURER 1.00 X 0 0 0 SHIRLEY M CAUFFMAN DIRECTOR 1.00 X 0 0 0 THOMAS R HARRISON JR DIRECTOR 1.00 X 0 0 0 0 756218 29334 0 0 1 0 0 2887579 2887579 1643265 -1643265 -1643265 -1643265 1244314 0 0 1244314 0 0 0 0 251115 245706 223688 145692 145692 145692 44408029 51437530 0 27819 45028524 51856747 2383790 4758230 2383790 4758230 X 42644734 47098517 42644734 47098517 45028524 51856747 X 1244314 -4852 3214321 X 0 1 X 1 0 X X X 2 VIRGINIA UNITED METHODIST HOMES INC 540720603 10 1 0 0 VIRGINIA UNITED METHODIST HOMES OF WILLIAMSBURG INC 300173798 10 1 0 0 2 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 145692 145692 145692 OTHER LIABILITIES 4758230 4758230 X 4453783 -4852 3214321 3209469 1244314 0 1244314 0 0 0 0 0 PART X, LINE 2: THE FINANCIAL ACCOUNTING STANDARDS BOARD ISSUED GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THE ORGANIZATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE COMBINED FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. PART XI, LINE 2D - OTHER ADJUSTMENTS: TRANSFER FROM AFFILIATE 0 0 0 0 0 0 0 0 0 CHRISTOPHER P HENDERSON PRESIDENT 0 536511 0 216970 0 2737 0 20700 0 8634 0 785552 0 0 FORM 990, PART VI, SECTION A, LINE 6 VIRGINIA UNITED METHODIST HOMES, INC. DOING BUSINESS AS PINNACLE LIVING, A VIRGINIA NON-STOCK, CHARITABLE CORPORATION, IS THE SOLE VOTING MEMBER OF HERMITAGE CAPITAL AND RESERVE CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A THE SOLE MEMBER OF HERMITAGE CAPITAL AND RESERVE CORPORATION, PINNACLE LIVING, SHALL ELECT ALL THE BOARD OF DIRECTORS OF HERMITAGE CAPITAL AND RESERVE CORPORATION, EXCEPT ONE WHICH IS ELECTED BY VIRGINIA UNITED METHODIST HOMES OF WILLIAMSBURG, INC. DOING BUSINESS AS WINDSORMEADE WILLIAMSBURG. FORM 990, PART VI, SECTION A, LINE 7B THE SOLE MEMBER OF HERMITAGE CAPITAL AND RESERVE CORPORATION, PINNACLE LIVING, SHALL: (I) APPROVE ANY AMENDMENTS TO THE HERMITAGE CAPITAL AND RESERVE CORPORATION ARTICLES OF INCORPORATION; (II) APPROVE THE BY-LAWS AND ANY AMENDMENTS TO THE BY-LAWS OF THE CORPORATION; (III) APPROVE THE OFFICERS OF THE CORPORATION SELECTED BY THE HERMITAGE CAPITAL AND RESERVE CORPORATION BOARD OF DIRECTORS; (IV) APPROVE THE ANNUAL BUDGET OF THE CORPORATION; (V) APPROVE THE SALE OF ANY SIGNIFICANT ASSETS OF THE CORPORATION; (VI) APPROVE THE INCURRING OF DEBT BY THE CORPORATION IN EXCESS OF 10% OF THE GROSS VALUE OF THE CORPORATION'S ASSETS; (VII) APPROVE THE MERGER, CONSOLIDATION OR DISSOLUTION OF THE CORPORATION; AND (VIII) REMOVE DIRECTORS AND APPOINT REPLACEMENT FOR ANY VACANCY ON THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B CONSISTENT WITH THE ORGANIZATION'S ARTICLES OF INCORPORATION AND BY-LAWS AND PINNACLE LIVING AUDIT COMMITTEE GUIDELINES, A COPY OF THE FORM 990 WAS PRESENTED TO THE PINNACLE LIVING AUDIT COMMITTEE, AS WELL AS ALL MEMBERS OF ITS GOVERNING BOARD PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C HERMITAGE CAPITAL AND RESERVE CORPORATION ADHERES TO ALL PINNACLE LIVING POLICIES REGARDING CONFLICT OF INTEREST, ETHICS AND COMPLIANCE (WHISTLEBLOWER) AND RECORD RETENTION, STORAGE AND DESTRUCTION. FORM 990, PART VI, SECTION B, LINE 15 HERMITAGE CAPITAL AND RESERVE CORPORATION HAS NO EMPLOYEES. PINNACLE LIVING AND WINDSORMEADE WILLIAMSBURG USE A HUMAN RESOURCES CONSULTANT TO COMPARE POSITIONS TO LIKE POSITIONS IN THE MARKET. THE MARKET ANALYSIS METHODOLOGY DEFINES THE MARKET PLACE BASED ON COMPENSATION PHILOSOPHY (I.E. LIFE PLAN COMMUNITIES, HEALTH CARE, HOSPITALITY AND NON-PROFIT ORGANIZATIONS). THE REGIONAL MARKET INCLUDES METRO AREAS, VIRGINIA STATEWIDE AND SOUTH ATLANTIC STATES. MARKET DATA IS COLLECTED FROM NUMEROUS SURVEYS. FORM 990, PART VI, SECTION C, LINE 18 ANYONE MAY MAKE A WRITTEN REQUEST TO THE HERMITAGE CAPITAL AND RESERVE CORPORATION PRESIDENT FOR A COPY OF THE HERMITAGE CAPITAL AND RESERVE CORPORATION FINANCIAL STATEMENTS. FORM 990, PART VI, SECTION C, LINE 19 HERMITAGE CAPITAL AND RESERVE CORPORATION'S ARTICLES OF INCORPORATION ARE ON FILE WITH THE STATE CORPORATION COMMISSION OF VIRGINIA AND AVAILABLE TO THE PUBLIC ON REQUEST. HERMITAGE CAPITAL AND RESERVE CORPORATION'S AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST, AND ITS FINANCIAL INFORMATION IS MADE AVAILABLE TO THE PUBLIC ON GUIDESTAR.ORG. FORM 990, PART XI, LINE 9: TRANSFER FROM AFFILIATE 3,214,321. VIRGINIA UNITED METHODIST HOMES INC 120 EASTSHORE DRIVE 130 GLEN ALLEN VA 23059 540720603 LIFE PLAN COMMUNITIES VA 501(C)(3) LINE 10 0 VIRGINIA UNITED METHODIST HOMES OF WILLIAMSBURG INC 120 EASTSHORE DRIVE 130 GLEN ALLEN VA 23059 300173798 LIFE PLAN COMMUNITY VA 501(C)(3) LINE 10 VIRGINIA UNITED METHODIST HOMES INC 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1