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Hermitage Capital & Reserve Corporation

EIN 46-2641284 · Glen Allen, VA

Public records show a registered, tax-exempt organization in good standing.

LegitimacyPassesRegistration and standingFinancial healthNot ratedToo small or too little detailGovernanceGood88 out of 100Impact evidenceDescribes programsHow well its results are evidenced

What it says it does

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.

Income
$1.2 million
Spending
$0
Largest source of income
investment income, 100%
Employees
0
Volunteers
0
Highest pay
$785,552, president

Source: Form 990 for the year ending May 31, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Financial health

We do not score finances when yearly spending is very small or the return has too little detail. The ratios stop meaning much at that size.

Source: Form 990 for the year ending May 31, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Governance

Good: 88 out of 100. Higher than 46% of charities in its peer group (human services, $1m to $10m).

  • Independent board

    18 of 25

    3 of 4 voting board members are independent.

  • Conflict of interest policy

    15 of 15

    Has a written conflict of interest policy.

  • Whistleblower policy

    8 of 8

    Has a written whistleblower policy.

  • Record keeping policy

    7 of 7

    Has a written policy on keeping and destroying records.

  • Board minutes

    5 of 5

    Keeps minutes of board meetings.

  • Board sees the tax return

    10 of 10

    Gave the board a copy of this return before filing it.

  • Pay set independently

    0 of 5

    Reports no independent review process for its chief executive's pay.

  • Independent check of accounts

    15 of 15

    Its accounts were audited by an independent accountant.

  • No reported misuse

    10 of 10

    Reports no diversion of assets, excess benefits or loans to insiders.

Source: Form 990 for the year ending May 31, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Impact evidence

Describes programs. Its tax return describes what it does but we have found no measurable results in it.

Programs described in its return (1)
  1. 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.

Source: Form 990 for the year ending May 31, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Legitimacy checks

  1. Is it registered with the IRS? Passed.

    Listed in the IRS master file of tax-exempt organizations as a 501(c)(3) charitable organization.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 7, 2026.

  2. Has the IRS revoked its tax-exempt status? Passed.

    Not on the IRS automatic revocation list.

    Source: Automatic revocation of exemption list, Internal Revenue Service, file dated September 30, 2026.

  3. Are donations tax-deductible? Passed.

    On the IRS list of organizations eligible to receive tax-deductible contributions.

    Source: Publication 78 data: organizations eligible for tax-deductible contributions, Internal Revenue Service, file dated September 10, 2026.

  4. Is it keeping up with its IRS filings? Passed.

    Most recent return on file covers the year ending May 2025.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 7, 2026.

  5. How long has it been tax-exempt? Passed.

    Recognized by the IRS since August 2013.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 7, 2026.

  6. Is it in good standing with state regulators? Passed.

    Not on California's list of charities barred from soliciting. Other states are not yet checked.

    Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated October 7, 2026.

Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.