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CLARK OPPORTUNITY FOUNDATION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
CLARK OPPORTUNITY FOUNDATION INC (EIN 46-3712403)
Tax period
2022-10-01 to 2023-09-30
Filed
2024-01-17
IRS object ID
202440179349100009
Schema version
2022v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-01-17T15:28:21-05:00ReturnTs
Tax Period End2023-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN550730316PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Bradley Thomas Matthew Close CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 636AddressLine1Txt
CityBerkeley SpringsCityNm
State AbbreviationWVStateAbbreviationCd
ZIP25411ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN463712403EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CLARK OPPORTUNITY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCLARBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1056AddressLine1Txt
CityBERKELEY SPRINGSCityNm
State AbbreviationWVStateAbbreviationCd
ZIP25411ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHOWARD CLARKPersonNm
Person TitleOFFICERPersonTitleTxt
Phone3046121566PhoneNum
Signature2024-01-17SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstHOWARDPersonFirstNm
Person LastCLARKPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMEGAN E SHIVES CPAPreparerPersonNm
PTINP01813543PTIN
Phone3042584742PhoneNum
Preparation2024-01-17PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
OOB Security Verification00OOBSecurityVerificationCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$11,209,307FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$37,830ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$10,689InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$10,689InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$227,659DividendsRevAndExpnssAmt
Dividends Net Invst Incm$227,659DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$90,654NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$933,704GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$90,654CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$1,018,846OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$1,018,846OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$1,385,678TotalRevAndExpnssAmt
Total Net Invst Incm$1,347,848TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$3,250AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,125AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,125AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$54,759OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$54,259OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$500OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$44,326TaxesRevAndExpnssAmt
Trav Conf Meeting Rev And Expnss$1,736TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$1,736TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$3,290OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$3,290OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$107,361TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$55,384TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$7,651TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$457,119ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$457,119ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$564,480TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$55,384TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$464,770TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$821,198ExcessRevenueOverExpensesAmt
Net Investment Income$1,292,464NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$578,077CashBOYAmt
Cash EOY$247,970CashEOYAmt
Cash EOYFMV$247,970CashEOYFMVAmt
Corporate Stock BOY$8,628,797CorporateStockBOYAmt
Corporate Stock EOY$10,961,337CorporateStockEOYAmt
Corporate Stock EOYFMV$10,961,337CorporateStockEOYFMVAmt
Total Assets BOY$9,206,874TotalAssetsBOYAmt
Total Assets EOY$11,209,307TotalAssetsEOYAmt
Total Assets EOYFMV$11,209,307TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$9,206,874RetainedEarningBOYAmt
Retained Earning EOY$11,209,307RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$9,206,874TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$11,209,307TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$9,206,874TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$11,209,307TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$9,206,874TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$821,198ExcessRevenueOverExpensesAmt
Other Increases$1,181,235OtherIncreasesAmt
Subtotal$11,209,307SubtotalAmt
Tot Net Ast Or Fund Balances EOY$11,209,307TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCdCost Or Other BasisCostOrOtherBasisAmt
LONG TERM CAPITAL GAIN DISTRIB$151,144$151,144$151,144
MERRILL LYNCH - 07216$648,757-$69,293-$69,293P$718,050
MERRILL LYNCH - 074129$133,803$8,803$8,803P$125,000
FieldValueIRS element (for citing)
Capital Gain Net Income$90,654CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$17,965InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$17,965SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$17,965TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$32,000EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$32,000TotalPaymentsAndCreditsAmt
Overpayment$14,035OverpaymentAmt
Applied To ES Tax$14,035AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StatePAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Individual With BooksHOWARD E CLARKIndividualWithBooksNm
Phone3046121566PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1056AddressLine1Txt
CityBERKELEY SPRINGSCityNm
State AbbreviationWVStateAbbreviationCd
ZIP25411ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonHOWARD CLARKPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1056AddressLine1Txt
CityBERKELEY SPRINGSCityNm
State AbbreviationWVStateAbbreviationCd
ZIP25411ZIPCd
FieldValueIRS element (for citing)
TitleMANAGING DIRECTORTitleTxt
Average Hrs Per Wk Devoted To Pos12.50AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$10,508,161AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$412,423AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$10,920,584TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$10,920,584AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$163,809CashDeemedCharitableAmt
Net Vl Noncharitable Assets$10,756,775NetVlNoncharitableAssetsAmt
Minimum Investment Return$537,839MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$537,839MinimumInvestmentReturnAmt
Tax Based On Investment Income$17,965TaxBasedOnInvestmentIncomeAmt
Total Tax$17,965TotalTaxAmt
Distributable Before Adj$519,874DistributableBeforeAdjAmt
Distributable Before Ded$519,874DistributableBeforeDedAmt
Distributable As Adjusted$519,874DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$464,770ExpensesAndContributionsAmt
Qualifying Distributions$464,770QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$519,874DistributableAsAdjustedAmt
Undistributed Income PY$448,058UndistributedIncomePYAmt
Qualifying Distributions$464,770QualifyingDistributionsAmt
Applied To Year1$448,058AppliedToYear1Amt
Applied To Current Year$16,712AppliedToCurrentYearAmt
Undistributed Income CY$503,162UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonHOWARD CLARKRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1056AddressLine1Txt
CityBERKELEY SPRINGSCityNm
State AbbreviationWVStateAbbreviationCd
ZIP25411ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3046121566RecipientPhoneNum
Recipient Email AddressENVIROCON.CLARK@GMAIL.COMRecipientEmailAddressTxt
Form And Info And MaterialsN/AFormAndInfoAndMaterialsTxt
Submission DeadlinesNoneSubmissionDeadlinesTxt
Restrictions On AwardsN/ARestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
WAYNESBURG UNIVERSITY
51 WEST COLLEGE STREETWAYNESBURGPA15370NONEPCSCHOLARSHIP$12,000
MARSHALL UNIVERSITY
ONE JOHN MARSHALL DRIVEHUNTINGTONWV25755NONEPCGRANT FOR DUAL CREDIT COURCES$10,616
WEST GREENE HIGH SCHOOL
1352 HARGUS CREEK ROADWAYNESBURGPA15370NONEPCGRANT PROGRAM TESTING$71,148
CARLOW UNIVERSITY
3333 FIFTH AVENUEPITTSBURGHPA15213NONEPCGRANT FOR DUAL CREDIT COURSE$6,750
WEST VIRGINIA UNIVERSITY
PO BOX 6009 CROSSINGSMORGANTOWNWV26505NONEPCGRANT FOR P2 SYMPOSIUM AND BOOKSTORE$44,730
MARION COUNTY TECHNICAL CENTER
2 N MARION DRIVEFARMINGTONWV26571NONEPCGRANT FOR MEAT PROGRAM$6,850
WEST LIBERTY UNIVERSITY
208 UNIVERSITY DRIVEWEST LIBERTYWV26074NONEPCSCHOLARSHIP$14,250
FAIRMONT STATE UNIVERSITY
1201 LOCUST AVENUEFAIRMONTWV26554NONEPCSCHOLARSHIP$15,300
CB - FFA ALUMNI SCHOOL FUND
6060 FFA DRIVEINDIANAPOLISIN46278NONEPCGENERAL GRANT$61,000
PIERPONT COMMUNITY COLLEGE
600 LOCUST AVENUEFAIRMONTWV26554NONEPCSCHOLARSHIP$32,500
BETHANY COLLEGE
31 CAMPUS DRIVEBETHANYWV26032NONEPCSCHOLARSHIP$2,500
NORTH MARION HIGH SCHOOL
1 N MARION DRIVEFARMINGTONWV26571NONEPCGRANT FOR MEAT PROGRAM$5,622
RAINBOW OF HOPE FOUNDATION
PO BOX 8MOUNT HOPEOH44660NONEPCGENERAL GRANT$8,000
ARIZONA STATE UNIVERSITY
PO BOX 870412TEMPEAZ852870412NONEPCPROFESSIONAL DEVELOPMENT GRANT$15,974
BERKELEY SPRINGS FFA ALUMNI
149 CONCORD AVEBERKELEY SPRINGSWV25411NONEPCGENERAL GRANT$100
UNIVERSITY OF PITTSBURGH
139 UNIVERSITY PLACEPITTSBURGHPA15260NONEPCDUAL CREDIT COURSE GRANT$900
GREEN COUNTY CTE
10415 SPOTSWOOD TRAILSTANARDSVILLEVA22973NONEPCGRANT FOR SAFETY EQUIPMENT$2,000
LIBERTY UNIVERSITY
1971 UNIVERSITY BLVDLYNCHBURGVA24515NONEPCPROFESSIONAL DEVELOPMENT GRANT$6,830
DAVIS AND ELKINS UNIVERSITY
100 CAMPUS DRIVEELKINSWV26241NONEPCCENTURION SCHOLARSHIP$1,000
LIBERTY UNIVERSITY
1971 UNIVERSITY BLVDLYNCHBURGVA24515NONEPCPROFESSIONAL DEVELOPMENT GRANT$7,029
LINCOLN ELETRIC CO WELD SCHOOL
22800 ST CLAIR AVEEUCLIDOH44117NONEPCSCHOLARSHIP$3,635
PENN WEST UNIVERSITY
250 UNIVERSITY AVECALIFORNIAPA15419NONEPCSCHOLARSHIP$7,500
SLIPPERY ROCK UNIVERSITY
PO BOX 6250HERMITAGEPA16148NONEPCGENERAL SCHOLARSHIP$2,500
UNIVERSITY OF PITTSBURGH
139 UNIVERSITY PLACEPITTSBURGHPA15260NONEPCSCHOLARSHIP$3,000
WHEELING UNIVERSITY
316 WASHINGTON AVEWHEELINGWV26003NONEPCINTERNSHIP$3,000
CACAPON RESORT STATE PARK
818 CACAPON LODGE DRBERKELEY SPRINGSWV25411NONEPCGRANT FOR PROJECT$3,561
BEST BUY
18053 GARLAND GROH BLVDHAGERSTOWNMD21740NONENCWCTCSP$1,707
MORGAN ART COUNCIL
138 INDEPENDENCE STBERKELEY SPRINGSWV25411NONEPCGRANT$400
GAMMA SIGMA DELTA WVU
PO BOX 6108MORGANTOWNWV265066108NONEPCGRANT$100
HOPE HOUSE CHARITY
47 UNION STBERKELEY SPRINGSWV25411NONEPCGRANT$100
KENT STATE UNIVERSITY
800 E SUMMIT STKENTOH44240NONEPCSUMMER SCHOOL SCHOLARSHIP$5,404
MENARDS
351 BRATTICE DRMORGANTOWNWV26501NONEPCGRANT STATE PARK PROJECT$1,208
MUSSELMAN FFA
126 EXCELLENCE WAYINWOODWV25428NONEPCGRANT$2,400
PRESION LEARER BRIDGEPORT
98 THOMPSON DRBRIDGEPORTWV26330NONEPCWCTCSP$1,158
SOLAR HOLLAR
925 CANYON ROADMORGANTOWNWV26508NONENCEQUIPMENT FOR WCTCSPWETZEL COUNTY TECH CENTER$76,300
STARTING POINTS
106 SAND MINE ROADBERKELEY SPRINGSWV25411NONEPCDONATION$50
WV NORTHERN COMMUNITY COLLEGE
1704 MARKET STWHEELINGWV26003NONEPCDUAL COURSE CREDIT$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$457,122TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$10,689ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$122,316ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion15ExclusionCd
Exclusion$1,018,846ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$71,186ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$1,223,037ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,223,037TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
HOWARD AND LINDA HENDERSON
14721 LOW GAP RUN ROADLITTLETONWV26581$10,000Yes (X)
JAMES EDWARD AND SHAWN L COEN
212593 SHORTLINE HWY PO BOX 315READERWV261670315$25,000Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,250Amt
Net Investment Income$1,125NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$2,125DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSTOCKStockNm
EOY Book Value$10,961,337EOYBookValueAmt
EOYFMV$10,961,337EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
WV FILING FEES$40$0$0$40
OFFICE EXPENSES$285$0$0$285
MEETING EXPENSE$2,965$0$0$2,965

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescEQXDesc
Revenue And Expenses Per Books$1,018,846RevenueAndExpensesPerBooksAmt
Net Investment Income$1,018,846NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescNET ASSETS ADJUSTMENT FMVDesc
Amt$1,181,235Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES$53,919$53,919$0$0
LEGAL FEES$840$340$0$500

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL INVESTMENT INCOME TAX$44,326$0$0$0
OTHER TAXES$0$0$0$0

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