BERKELEY MINOR & SUSAN FONTAINE MINOR FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- BERKELEY MINOR & SUSAN FONTAINE MINOR FOUNDATION (EIN 55-6014946)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-07
- IRS object ID
- 202641279349101744
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-07T10:17:27-07:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 550320519 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ray Winton & Kelley PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 109 Capitol Street Suite 700 | AddressLine1Txt |
| City | Charleston | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 25301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 556014946 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Berkeley Minor and Susan Fountaine Minor Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BERK | BusinessNameControlTxt |
| Phone | 3043487000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 Summers Street Floor 2 | AddressLine1Txt |
| City | Charleston | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 25301 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | John S Fisher | PersonNm |
| Person Title | Vice President | PersonTitleTxt |
| Phone | 3043487000 | PhoneNum |
| Signature | 2026-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Christopher J Winton | PreparerPersonNm |
| PTIN | P00180175 | PTIN |
| Phone | 3043421141 | PhoneNum |
| Preparation | 2026-05-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,582,513 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $61,350 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $61,350 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $61,350 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $289,580 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,874,310 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $289,580 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $34,186 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $350,930 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $350,930 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $95,536 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $15,908 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $15,908 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $15,908 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,274 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,274 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $0 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $2,634 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $0 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $21,816 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,908 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $15,908 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,274 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $217,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $217,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $238,816 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,908 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $15,908 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $220,274 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $112,114 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $335,022 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $79,628 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,063 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $143,924 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $162,528 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $162,528 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $2,379 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,379 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $249,930 | CorporateStockEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $1,834,739 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,940,283 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,170,055 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,991,105 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,105,190 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,582,513 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,991,105 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,105,190 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,991,105 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,105,190 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,991,105 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,105,190 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,991,105 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $112,114 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,971 | OtherIncreasesAmt |
| Subtotal | $2,105,190 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,105,190 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Truist Bank nominee LT sales of marketable securities | P | 2015-01-01 | 2025-12-31 | $1,526,142 | $0 | $1,297,672 | $228,470 | $0 | $0 | $0 | $228,470 |
| Truist Bank nomineeST sales of marketable securities | P | 2025-01-01 | 2025-12-31 | $1,320,578 | $0 | $1,287,058 | $33,520 | $0 | $0 | $0 | $33,520 |
| Truist Bank nominee LTCG distributions from mutualfunds | P | 2015-01-01 | 2025-12-31 | $26,924 | $0 | $0 | $26,924 | $0 | $0 | $0 | $26,924 |
| Truist Bank nominee STCG distributions from mutual funds | P | 2025-01-01 | 2025-12-31 | $666 | $0 | $0 | $666 | $0 | $0 | $0 | $666 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $289,580 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $34,186 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,657 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,657 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,657 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,400 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,400 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $2,400 | OriginalReturnTaxPaidAmt |
| Tax Due | $2,257 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WV | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Truist Bank | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3043487000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 Summers Street | AddressLine1Txt |
| City | Charleston | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 25301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Truist Bank | ||||||||
| 300 Summers Street | Charleston | WV | 25301 | Corp. trustee | 8.00 | $15,908 | $0 | $0 |
| Christopher J Winton | ||||||||
| 109 Capitol Street | Charleston | WV | 25301 | Pers. trustee | 2.00 | $0 | $0 | $0 |
| Mark W Kelley | ||||||||
| 109 Capitol Street | Charleston | WV | 25301 | Pers. trustee | 2.00 | $0 | $0 | $0 |
| Anne R Silbernagel | ||||||||
| 109 Capitol Street | Charleston | WV | 25301 | Pers. trustee | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,498,644 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,194 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,499,838 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $2,499,838 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $37,498 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,462,340 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $123,117 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $123,117 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,657 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,657 | TotalTaxAmt |
| Distributable Before Adj | $118,460 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $118,460 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $118,460 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $220,274 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $220,274 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $118,460 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $31,786 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $79,151 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $128,617 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $186,286 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $114,180 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $540,020 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $220,274 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $118,460 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $101,814 | RemainingDistriFromCorpusAmt |
| Total Corpus | $641,834 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $31,786 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $610,048 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $79,151 | ExcessFromYear4Amt |
| Excess From Year3 | $128,617 | ExcessFromYear3Amt |
| Excess From Year2 | $186,286 | ExcessFromYear2Amt |
| Excess From Year1 | $114,180 | ExcessFromYear1Amt |
| Excess From Current Year | $101,814 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | None | ContributingManagerNm |
| Shareholder Manager | None | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Christopher J Winton Trustee | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 109 Capitol Street Suite 700 | AddressLine1Txt |
| City | Charleston | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 25301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3043421141 | RecipientPhoneNum |
| Form And Info And Materials | No specific form is required | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None, but students should apply for an award before commencement of the term | SubmissionDeadlinesTxt |
| Restrictions On Awards | Students attending University of Charleston and University of Virginia apply through their schools aid office. The Bishop of the Episcopal Diocese of WV can nominate students. Students from any other school can apply directly. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| University of Charleston | ||||||
| MacCorkle Avenue | Charleston | WV | 25311 | PF | Educational | $100,000 |
| University of Virginia | ||||||
| McCormick Road | Charlottesville | WV | 22901 | PF | Educational | $117,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $217,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $61,350 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $61,350 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $61,350 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Horse Creek Land & Mining Co. 396.4 shares | StockNm |
| EOY Book Value | $2,379 | EOYBookValueAmt |
| EOYFMV | $249,930 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (15 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Cohen & Steers Inst. Realty CSRIX 2,605.742 units | $129,644 | $124,815 |
| DFA Intl. Core Equity 2 13,461.391 units | $264,260 | $273,132 |
| Dodge & Cox Income 12,531.010 units | $160,027 | $161,023 |
| Fuller Thaler Behav. Small-Mid 1,951.876 units | $74,969 | $78,407 |
| Hartford HDGFX 2,616.325 units | $73,486 | $89,348 |
| Ishares 20+ YR Treas. ETF 696 units | $60,236 | $60,663 |
| Ishares 7-10 YR Treas. ETF 580 units | $55,496 | $55,773 |
| Ishares Core S&P IVV 668 shares | $381,565 | $457,540 |
| Ishares Core US AG Bond 1,057 units | $103,747 | $105,573 |
| SPDR Gold Trust 116 units | $32,635 | $45,972 |
| Vanguard FTSE Dev. Mkt. VEA 5,028 units | $267,315 | $314,099 |
| Vanguard Index Fund Mid-Cap 152 units | $44,519 | $44,113 |
| Vanguard Inst. Index VINIX 1,1,086 units | $81,868 | $81,917 |
| Vanguard Russell 1000 Growth VONG 1,581 units | $139,824 | $192,487 |
| Vanguard Russell 1000 Value VONV 923 units | $70,692 | $85,193 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Ray, Winton & Kelley Attorneys | CategoryTxt |
| Legal Fees | $3,274 | LegalFeesAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Tax adjustments/return of capital | Desc |
| Amt | $1,971 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| Excise tax estimates 2025 | $1,849 |
| Foreign dividend taxes | $785 |
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