SACRED HEART CHILDRENS CENTER INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SACRED HEART CHILDRENS CENTER INC (EIN 55-0528075)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-11
- IRS object ID
- 202641319349100909
- Schema version
- 2024v5.2
- 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
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-11T05:58:15-07:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 470973024 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Terry V Aaseby CPA PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13124 Idlewild Rd Ste A-B | AddressLine1Txt |
| City | Matthews | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 550528075 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sacred Heart Childrens Center Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SACR | BusinessNameControlTxt |
| Phone | 3046699742 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1581 | AddressLine1Txt |
| City | Clarksburg | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 26301 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | David Lang | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2026-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | James E Denny CPA | PreparerPersonNm |
| PTIN | P00501005 | PTIN |
| Phone | 7044578557 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $2,608,122 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $104 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $8,755 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8,755 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $55,945 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $55,945 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $71,126 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $418,388 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $71,126 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $135,930 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $135,826 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $31,527 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $31,527 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $5,021 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,021 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $2,334 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,334 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $38,882 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $38,882 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $132,850 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $132,850 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $171,732 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $38,882 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $132,850 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$35,802 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $96,944 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,864 | CashBOYAmt |
| Cash EOY | $2,864 | CashEOYAmt |
| Sav And Temp Cash Invst BOY | $56,752 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $46,398 | SavAndTempCashInvstEOYAmt |
| Corporate Stock BOY | $1,135,092 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,085,054 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,809,687 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $813,165 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $842,058 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $798,435 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,007,873 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,976,374 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,608,122 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,007,873 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,976,374 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,007,873 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,976,374 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,007,873 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,976,374 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,007,873 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$35,802 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,303 | OtherIncreasesAmt |
| Subtotal | $1,976,374 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,976,374 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (25 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 97.542 Nomura Mid Cap Growth Fnd | P | 2024-12-03 | 2025-02-20 | $2,979 | $3,146 | -$167 | -$167 |
| 1148.702 NYLI MacKay H/Y Muni Bnd Fund | P | 2024-07-23 | 2002-06-06 | $13,015 | $13,784 | -$769 | -$769 |
| 111 Abbott Labs | P | 2022-07-08 | 2024-08-02 | $12,229 | $12,175 | $54 | $54 |
| 109 Alliant Energy Corp | P | 2022-11-02 | 2024-07-23 | $5,980 | $5,758 | $222 | $222 |
| 33 Alphabet Inc - CL A | P | 2010-07-21 | 2024-10-01 | $5,531 | $873 | $4,658 | $4,658 |
| 29 Amazon.Com Inc | P | 2017-02-16 | 2024-10-01 | $5,395 | $1,544 | $3,851 | $3,851 |
| 59 Apple Inc | P | 2012-06-18 | 2024-10-01 | $13,298 | $1,998 | $11,300 | $11,300 |
| 45 ChevronTexaco | P | 2015-10-27 | 2024-07-23 | $7,013 | $3,873 | $3,140 | $3,140 |
| 140 Walt Disney Co | P | 2007-01-11 | 2024-10-01 | $13,227 | $10,054 | $3,173 | $3,173 |
| 2788.787 Dodge & Cox Income Fund | P | 2020-08-18 | 2025-06-06 | $34,888 | $41,246 | -$6,358 | -$6,358 |
| 42 Duke Energy Corp | P | 2020-08-18 | 2024-07-23 | $4,510 | $3,435 | $1,075 | $1,075 |
| 61 FMC Corp | P | 2018-07-11 | 2024-07-23 | $3,474 | $4,746 | -$1,272 | -$1,272 |
| 79 General Mills Inc | P | 2022-07-08 | 2024-07-23 | $5,082 | $5,987 | -$905 | -$905 |
| 774 IShares Core MSCI EAFE ETF | P | 2020-08-18 | 2025-06-05 | $64,354 | $47,578 | $16,776 | $16,776 |
| 1636.693 Nomura Mid Cap Growth Fund | P | 2020-01-01 | 2025-02-20 | $49,985 | $49,065 | $920 | $920 |
| 7451.857 NYLI MacKay H/Y Muni Bnd Fund | P | 2024-01-11 | 2025-06-06 | $84,430 | $88,155 | -$3,725 | -$3,725 |
| 316 Merck & Co., Inc | P | 2015-10-27 | 2025-06-05 | $24,708 | $17,391 | $7,317 | $7,317 |
| 42 Pepsico Inc | P | 2019-03-07 | 2024-07-23 | $7,048 | $4,934 | $2,114 | $2,114 |
| 59 RTX Corp | P | 2020-01-01 | 2024-07-23 | $6,216 | $4,726 | $1,490 | $1,490 |
| 16 SalesForce Inc | P | 2018-03-29 | 2024-07-23 | $4,104 | $2,019 | $2,085 | $2,085 |
| 87 TJX Cos. Inc. New | P | 2019-10-11 | 2024-07-23 | $9,907 | $4,901 | $5,006 | $5,006 |
| 125 Truist Financial Corp | P | 2022-11-02 | 2024-07-23 | $5,504 | $5,530 | -$26 | -$26 |
| 179 Vanguard FTSE Developed ETF | P | 2020-08-18 | 2025-06-05 | $10,037 | $7,505 | $2,532 | $2,532 |
| 234 Wal Mart Inc | P | 2020-01-01 | 2024-07-23 | $16,465 | $6,839 | $9,626 | $9,626 |
| Capital Gain Distributions | P | 2020-01-01 | 2025-06-30 | $9,009 | $9,009 | $9,009 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $71,126 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$936 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,348 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,348 | SubtotalAmt |
| Tax Based On Investment Income | $1,348 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,950 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,950 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $2 | EsPenaltyAmt |
| Overpayment | $600 | OverpaymentAmt |
| Applied To ES Tax | $600 | 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 | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| 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 | www.sacredheartchildrenscenter.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Edward Jones Trust Company | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8004457224 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12555 Manchester Road | AddressLine1Txt |
| City | St Louis | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63131 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | Yes (true) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2023 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | Yes (true) | UndistrIncmSect4942a2NotAppInd |
| 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 (19 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| David Lang | ||||||
| PO Box 1581 | Clarksburg | WV | 26301 | President | 1.00 | $0 |
| Amy Strange | ||||||
| PO Box 1581 | Clarksburg | WV | 26301 | Vice President | 1.00 | $0 |
| Meredith McCarthy | ||||||
| PO Box 1581 | Clarksburg | WV | 26301 | Secretary | 1.00 | $0 |
| David Yazvac | ||||||
| PO Box 1581 | Clarksburg | WV | 26301 | Treasurer | 1.00 | $0 |
| Jeannine Amos | ||||||
| PO Box 1581 | Clarksburg | WV | 26301 | Director | 1.00 | $0 |
| Barbara Dilliard | ||||||
| PO Box 1581 | Clarksburg | WV | 26301 | Director | 1.00 | $0 |
| James Harris | ||||||
| PO Box 1581 | Clarksburg | WV | 26301 | Director | 1.00 | $0 |
| Jan Phillips | ||||||
| PO Box 1581 | Clarksburg | WV | 26301 | Director | 1.00 | $0 |
| Trina Britcher | ||||||
| PO Box 1581 | Clarksburg | WV | 26301 | Director | 1.00 | $0 |
| Kelly Coulter | ||||||
| PO Box 1581 | Clarksburg | WV | 26301 | Director | 1.00 | $0 |
| Ursula Llama | ||||||
| PO Box 1581 | Clarksburg | WV | 26301 | Director | 1.00 | $0 |
| Priscilla Suan | ||||||
| PO Box 1581 | Clarksburg | WV | 26301 | Director | 1.00 | $0 |
| Christopher Meighen | ||||||
| PO Box 1581 | Clarksburg | WV | 26301 | Director | 1.00 | $0 |
| Derica Bowyer | ||||||
| PO Box 1581 | Clarksburg | WV | 26301 | Director | 1.00 | $0 |
| Michelene Sheppard | ||||||
| PO Box 1581 | Clarksburg | WV | 26301 | Director | 1.00 | $0 |
| Shannon Beam | ||||||
| PO Box 1581 | Clarksburg | WV | 26301 | Director | 1.00 | $0 |
| Terry Brewer | ||||||
| PO Box 1581 | Clarksburg | WV | 26301 | Director | 1.00 | $0 |
| Dorian James | ||||||
| PO Box 1581 | Clarksburg | WV | 26301 | Director | 1.00 | $0 |
| Sister Maria Rukwishuro | ||||||
| PO Box 1581 | Clarksburg | WV | 26301 | Director | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,560,314 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $68,011 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,628,325 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $2,628,325 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $39,425 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,588,900 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $129,445 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $129,445 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,348 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,348 | TotalTaxAmt |
| Distributable Before Adj | $128,097 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $128,097 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $128,097 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $132,850 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $132,850 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $128,097 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $4,344 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2022 | PriorYear3Yr |
| Total For Prior Years | $34,870 | TotalForPriorYearsAmt |
| Qualifying Distributions | $132,850 | QualifyingDistributionsAmt |
| Applied To Year1 | $4,344 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $128,097 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $409 | RemainingDistriFromCorpusAmt |
| Total Corpus | $409 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $34,870 | PriorYearUndistributedIncmAmt |
| Taxable1 | $34,870 | Taxable1Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $409 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $409 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Sacred Heart Childrens Center | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1581 | AddressLine1Txt |
| City | Clarksburg | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 26301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3046699742 | RecipientPhoneNum |
| Recipient Email Address | sacredheartchildrenscenter@gmail.com | RecipientEmailAddressTxt |
| Form And Info And Materials | Online application on Entity's website | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Applications accepted year round | SubmissionDeadlinesTxt |
| Restrictions On Awards | Limited to awards which will benefit children living in Harrison County, WV | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (53 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Salem Elementary School | ||||||
| PO Box 565 | Salem | WV | 26302 | PC | Decodable books | $1,600 |
| Southern Area Public Library | ||||||
| PO Box 292 | Lost Creek | WV | 26385 | PC | Childrens books | $1,480 |
| Clarksburg History Museum | ||||||
| 445 W Main street | Clarksburg | WV | 26301 | PC | Coloring/activity books | $2,000 |
| Scout Troop 47 | ||||||
| 98 Hickory Heights Drive | Clarksburg | WV | 26301 | PC | GAGA Ball Pit | $800 |
| Healthy Grandfamilies | ||||||
| 445 W Main Street | Clarksburg | WV | 26301 | PC | Summer programming | $2,500 |
| St Mary's Grade School | ||||||
| 107 E Pike Street | Clarksburg | WV | 26301 | PC | Afterschool Program | $2,000 |
| South Harrison Middle School | ||||||
| PO Box 565 | Clarksburg | WV | 26301 | PC | Winter clothing program | $1,000 |
| Robert C Byrd High School | ||||||
| 1 Eagle Way | Clarksburg | WV | 26301 | PC | Winter clothing program | $1,000 |
| United High School | ||||||
| PO Box 565 | Clarksburg | WV | 26301 | PC | Winter clothing program | $1,000 |
| Washington Irving Middle School | ||||||
| 445 W Main Street | Clarksburg | WV | 26301 | PC | Winter clothing program | $1,000 |
| Lincoln High School | ||||||
| PO Box 565 | Clarksburg | WV | 26301 | PC | Winter clothing program | $1,000 |
| Lincoln Middle School | ||||||
| PO Box 565 | Clarksburg | WV | 26301 | PC | Winter clothing program | $1,000 |
| Mountaineer Middle School | ||||||
| 445 W Main Street | Clarksburg | WV | 26301 | PC | Winter clothing program | $1,000 |
| Johnson Elementary School | ||||||
| 445 W Main Street | Clarksburg | WV | 26301 | PC | Winter clothing program | $500 |
| North View Elementary School | ||||||
| 445 W Main Street | Clarksburg | WV | 26301 | PC | Winter clothing program | $1,000 |
| Nutter Fort Intermediate School | ||||||
| PO Box 565 | Clarksburg | WV | 26301 | PC | Winter clothing program | $1,000 |
| Salem Elementary School | ||||||
| PO Box 565 | Clarksburg | WV | 26301 | PC | Winter clothing program | $1,000 |
| Simpson Elementary School | ||||||
| 445 W Main Street | Clarksburg | WV | 26301 | PC | Winter clothing program | $500 |
| West Milford Elementary School | ||||||
| 445 W Main Street | Clarksburg | WV | 26301 | PC | Winter clothing program | $1,000 |
| Bridgeport High School | ||||||
| PO Box 565 | Clarksburg | WV | 26301 | PC | Winter clothing program | $500 |
| Bridgeport Middle School | ||||||
| PO Box 565 | Clarksburg | WV | 26301 | PC | Winter clothing program | $500 |
| Big Elm Elementary | ||||||
| PO Box 565 | Clarksburg | WV | 26301 | PC | Winter clothing program | $1,000 |
| Liberty High School | ||||||
| 445 W Main Street | Clarksburg | WV | 26301 | PC | Winter clothing program | $1,000 |
| Lost Creek Elementary School | ||||||
| 5919 Hawk Highway | Lost Creek | WV | 26385 | PC | Winter clothing program | $1,000 |
| Victory Elementary School | ||||||
| PO Box 565 | Clarksburg | WV | 26301 | PC | Winter clothing program | $1,000 |
| Nutter Fort Primary School | ||||||
| PO Box 565 | Clarksburg | WV | 26301 | PC | Winter clothing program | $1,000 |
| Lumberport Elementary School | ||||||
| 445 W Main Street | Clarksburg | WV | 26301 | PC | Winter clothing program | $1,000 |
| Nutter Fort Intermediate School | ||||||
| PO Box 565 | Clarksburg | WV | 26301 | PC | School Field trip | $250 |
| Clarksburg Harrison Public Library | ||||||
| 404 W Pike Street | Clarksburg | WV | 26301 | PC | Picture frames for mother child tea | $396 |
| Nutter Fort Intermediate School | ||||||
| PO Box 565 | Clarksburg | WV | 26301 | PC | Drum pads/sticks for lessons | $350 |
| Harrison County Student Achievement | ||||||
| 445 W Main Street | Clarksburg | WV | 26301 | PC | Carolyn Burnside Memorial Scholarship | $2,000 |
| Salem Elementary School | ||||||
| PO Box 565 | Clarksburg | WV | 26301 | PC | Special education class supplies | $1,000 |
| Southern Area Public Library | ||||||
| 120 E Main Street | Lost Creek | WV | 26385 | PC | Summer reading program | $800 |
| The Mustard Seed | ||||||
| PO Box 2709 | Clarksburg | WV | 26301 | PC | Baby diapers & wipes | $5,000 |
| Lost Creek Elem Sch Imp Council | ||||||
| 5919 Hawk Highway | Lost Creek | WV | 26385 | PC | Adjustable basketball hoops & wall padding | $1,500 |
| Clksbg-Harrison Reg Hsng Authority | ||||||
| 433 Baltimore Avenue | Clarksburg | WV | 26301 | PC | Homework help program supplies | $3,500 |
| Bridgeport Challenger BaseballBible | ||||||
| 39 Windsor Drive | Bridgeport | WV | 26330 | PC | New uniforms | $5,000 |
| Nutter Fort Primary School | ||||||
| PO Box 565 | Clarksburg | WV | 26301 | PC | Re-write kids writing tablets | $234 |
| First Presbyterian Church | ||||||
| 175 W Main Street | Clarksburg | WV | 26301 | PC | Toys & Hygiene items for Xmas parade | $2,000 |
| South Harrison Youth Football | ||||||
| 20 Blossom Drive | Clarksburg | WV | 26301 | PC | Sports equipment | $1,500 |
| Harrison County CASA | ||||||
| PO Box 1876 | Clarksburg | WV | 26301 | PC | Program supplies & expenses | $8,849 |
| Genesis | ||||||
| 192 Safe Haven Drive | Clarksburg | WV | 26301 | PC | Program supplies & expenses | $8,849 |
| Alta Vista | ||||||
| 192 Safe Haven Drive | Clarksburg | WV | 26301 | PC | Program supplies & expenses | $8,848 |
| South Harrison High School | ||||||
| PO Box 565 | Clarksburg | WV | 26301 | PC | Winter clothing program | $1,000 |
| RCB Dance Team | ||||||
| 1 Eagle Way | Clarksburg | WV | 26301 | PC | New dance team supplies | $1,500 |
| Immaculate Conception Parish | ||||||
| 150 S Maple Avenue | Clarksburg | WV | 26301 | PC | Youth conference | $10,000 |
| WVU Extension Service | ||||||
| 1117 Good Hope Road | Clarksburg | WV | 26301 | PC | Camp scholarships program | $15,900 |
| Clarksburg League for Service | ||||||
| 414 N 5th street | Clarksburg | WV | 26301 | PC | Clothing, coats, shoes & hygiene supplies | $15,000 |
| Nutter Fort Public Library | ||||||
| 1302 Buckhannon Avenue | Nutter Fort | WV | 26301 | PC | Backpacks & school supplies | $1,594 |
| Lost Creek Festival | ||||||
| PO Box 145 | Lost Creek | WV | 26385 | PC | Childrens activities supplies | $1,500 |
| Scouting America Mntr Area Council | ||||||
| 192 McColloch Drive | Wheeling | WV | 26003 | PC | Scouts for Camp | $1,000 |
| Harrison County CASA | ||||||
| 445 W Main Street | Clarksburg | WV | 26301 | PC | Audio/Visual cameras for childrens visitations | $4,400 |
| Lost Creek Festival | ||||||
| PO Box 145 | Lost Creek | WV | 26385 | PC | Backpacks & school supplies | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $132,850 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $8,755 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $55,945 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $71,126 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $64,700 | ExclusionAmt |
| Related Or Exempt Function Incm | $71,126 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $135,826 | 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 (67 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Walt Disney Company | ||
| JP Morgan Chase | $13,058 | $52,184 |
| Apple Inc | $8,053 | $48,830 |
| Alphabet Inc Cl A | $5,976 | $39,828 |
| Eli Lilly & Co | $7,934 | $7,795 |
| Chevron Corp | $7,055 | $11,742 |
| Broadcom LTD | $5,746 | $90,964 |
| Danaher Corp | $2,354 | $7,507 |
| Johnson & Johnson | $9,413 | $13,137 |
| Nike Inc | $9,686 | $7,317 |
| Merck & Co | ||
| Microsoft Corp | $8,497 | $58,197 |
| Mondelez Intl | $10,990 | $16,860 |
| Nextera Energy | $6,454 | $15,828 |
| Veralto Corp | $613 | $2,524 |
| Amazon.com Inc | $9,266 | $38,174 |
| Pepsico Inc | $7,166 | $8,054 |
| Medtronic PLLC | $13,153 | $14,034 |
| RTX Corp | $5,778 | $19,713 |
| Salesforce.com Inc | $6,939 | $14,998 |
| Lockheed Martin | $8,556 | $12,042 |
| Dimensional Intl Small Cap | $73,183 | $92,027 |
| FMC Corp | $10,426 | $5,595 |
| Walmart Inc | ||
| TJX Companies Inc | $6,985 | $15,313 |
| Allstate Corp | $9,060 | $19,124 |
| Berkshire Hathaway Inc | $18,104 | $42,262 |
| CSX Corp | $10,504 | $13,802 |
| Deere & Co | $9,065 | $23,899 |
| Duke Energy Corp | $5,888 | $8,496 |
| General Dynamics Corp | $10,429 | $19,838 |
| IShares Core MSCI EAFE ETF | $77,900 | $106,854 |
| Lowes Cos Inc | $10,004 | $13,978 |
| Oakmark Intl Fund | $73,048 | $96,672 |
| Proctor & Gamble Co | $10,153 | $11,790 |
| SPDR S&P 500 ETF Trust | $55,778 | $101,945 |
| Vanguard FTSE Developed Mkts ETF | $63,689 | $86,598 |
| IShares Russell 2000 ETF | $20,502 | $28,268 |
| IShares Russell Mid-Cap ETF | $69,818 | $105,949 |
| T Rowe Price Small Cap Value Fund | $66,794 | $74,969 |
| Abbott Laboratories | ||
| Accenture PLC | $9,474 | $9,863 |
| BlackRock Inc | $8,722 | $12,591 |
| Comcast Corp | $11,754 | $13,348 |
| Fiserv Inc | $8,685 | $12,586 |
| General Mills Inc | ||
| Linde PLC | $5,780 | $9,853 |
| NVIDIA Corp | $5,875 | $58,456 |
| ServiceNow Inc | $8,652 | $23,646 |
| Starbucks Corp | $13,160 | $15,394 |
| Thermo Fisher Scientific Inc | $8,898 | $6,487 |
| Total Energies SE | $9,007 | $10,989 |
| Truist Financial Corp | ||
| Visa Inc | $11,424 | $19,883 |
| Zoetis Inc | $5,693 | $5,926 |
| Alliant Energy Corp | ||
| Nomura Mid Cap Grwth Fund | ||
| Ulta Beauty Inc | $3,729 | $7,953 |
| Vanguard Mid-Cap Value ETF | $42,531 | $53,121 |
| Vanguard FTSE Emerging Mkts ETF | $50,508 | $60,292 |
| American Tower Corp | $12,901 | $13,482 |
| Bank of America | $3,877 | $4,306 |
| Becton Dickinson and Co. | $12,731 | $9,129 |
| Elevance Health Inc | $24,361 | $24,893 |
| Meta Platforms Inc | $15,215 | $21,405 |
| Neuberger Mid Cap Growth Fund | $52,964 | $57,377 |
| S&P Global Inc | $11,096 | $11,600 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Dodge & Cox Income Fund | AT COST | $149,372 | $133,331 |
| IShares Core US Aggr Bond Index Fund | AT COST | $175,111 | $165,561 |
| JP Morgan Core Bond Fund | AT COST | $152,084 | $131,020 |
| PGIM Global Total Return Bond Fund | AT COST | $50,997 | $52,984 |
| PGIM Total Return Bond Fund | AT COST | $50,171 | $50,097 |
| American US Govt Securities Fund | AT COST | $131,027 | $130,056 |
| MainStay Mackay High Yld Muni Bnd Fund | AT COST | ||
| PGIM High Yield Fund | AT COST | $53,318 | $54,099 |
| T Rowe Price Emer Mkts Bnd Fund | AT COST | $79,978 | $81,287 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Officers & Directors Insurance | $564 | |
| Other Expense | $13 | $2,334 |
| Penalty | $7 | |
| Website Design Services | $1,750 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Investment Management Fees | $27,546 | $31,527 | $0 | $0 |
| Tax preparation services | $3,981 | $0 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Federal Excise tax-current year | $1,950 | |
| Federal Excise tax-prior year | $1,930 | |
| Foreign Taxes | $1,141 | $5,021 |
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