Nonprofit · EIN 46-2641284
HERMITAGE CAPITAL & RESERVE CORPORATION
Tax-exempt · GLEN ALLEN, VA 23059
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990 | $1,244,314 | $0 | $1,244,314 | $51,856,747 | $4,758,230 | $47,098,517 |
| May 31, 2024 | 990 | $583,581 | $0 | $583,581 | $45,028,524 | $2,383,790 | $42,644,734 |
Financial details: 990 for the year ended May 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $1,244,314
- Net gain from sales of assets
- -$1,643,265
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
Balance sheet and other
- Total assets, start of year
- $45,028,524
- Total assets, end of year
- $51,856,747
- Total liabilities, end of year
- $4,758,230
- Net assets, end of year
- $47,098,517
- Land, buildings and equipment
- $145,692
- Publicly traded securities
- $51,437,530
- Net assets without donor restrictions
- $47,098,517
- Gross receipts
- $2,887,579
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2013
- State of legal domicile
- VA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| CHRISTOPHER P HENDERSON | PRESIDENT Trustee or director, Officer | 1 | $0 | $756,218 | $29,334 |
| WILLIAM H PETERSON | SECRETARY/TREASURER Trustee or director | 1 | $0 | $0 | $0 |
| SHIRLEY M CAUFFMAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| THOMAS R HARRISON JR | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended May 31, 2024: 4 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| CHRISTOPHER P HENDERSON | PRESIDENT Trustee or director, Officer | 1 | $0 | $702,336 | $71,192 |
| WILLIAM H PETERSON | SECRETARY/TREASURER Trustee or director | 1 | $0 | $0 | $0 |
| SHIRLEY M CAUFFMAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| THOMAS R HARRISON JR | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 120 EASTSHORE DR STE 130, GLEN ALLEN, VA 23059-5985
- In care of
- % THOMAS A COOPER
- Principal officer (990 for 2024)
- CHRISTOPHER P HENDERSON, 120 EASTSHORE DRIVE 130, GLEN ALLEN, VA 23059
- Signed the 990
- CHRISTOPHER P HENDERSON, PRESIDENT
- Phone
- (804) 474-8700
- Website
- WWW.PINNACLELIVING.ORG
- Return prepared by
- BROWN EDWARDS & COMPANY LLP
Mission
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.
Program accomplishments
- 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.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | Not on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990 on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990 on file |
IRS record
- EIN
- 46-2641284
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type I
- Donations deductible (Pub 78)
- Supporting organization, 50% limit
- Exempt since
- 2013
- Accounting year ends
- May
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P117)
- Assets (IRS master file)
- $51,856,747
- Income (IRS master file)
- $2,887,579
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | May 2025 | $1,244,314 | $0 | $51,856,747 | XML |
| 990 | May 2024 | $583,581 | $0 | $45,028,524 | XML |
| 990 | May 2023 | $189,264 | $1,860 | $30,162,892 | IRS |
| 990 | May 2022 | $131,670 | $1,027 | $16,618,908 | IRS |
| 990 | May 2021 | – | – | – | IRS |
| 990 | May 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 46-2641284).
Questions about HERMITAGE CAPITAL & RESERVE CORPORATION
- What is the EIN of HERMITAGE CAPITAL & RESERVE CORPORATION?
- The employer identification number (EIN) of HERMITAGE CAPITAL & RESERVE CORPORATION is 46-2641284.
- Is HERMITAGE CAPITAL & RESERVE CORPORATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2013.
- Are donations to HERMITAGE CAPITAL & RESERVE CORPORATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
- Which annual return does HERMITAGE CAPITAL & RESERVE CORPORATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of HERMITAGE CAPITAL & RESERVE CORPORATION due?
- The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HERMITAGE CAPITAL & RESERVE CORPORATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended May 2025.
- Who is the principal officer of HERMITAGE CAPITAL & RESERVE CORPORATION?
- The 990 for the year ended May 31, 2025 names CHRISTOPHER P HENDERSON.
- Who are the officers and directors of HERMITAGE CAPITAL & RESERVE CORPORATION?
- The 990 for the year ended May 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does HERMITAGE CAPITAL & RESERVE CORPORATION have?
- On its 990 for the year ended May 31, 2025 it reported revenue of $1,244,314, expenses of $0 and total assets of $51,856,747 at year end.
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