CLARK OPPORTUNITY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CLARK OPPORTUNITY FOUNDATION INC (EIN 46-3712403)
- Tax period
- 2023-10-01 to 2024-09-30
- Filed
- 2024-12-24
- IRS object ID
- 202413599349100001
- Schema version
- 2023v5.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-12-24T08:48:15-05:00 | ReturnTs |
| Tax Period End | 2024-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 550730316 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bradley Thomas Matthew Close CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 636 | AddressLine1Txt |
| City | Berkeley Springs | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 25411 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 463712403 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK OPPORTUNITY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CLAR | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1056 | AddressLine1Txt |
| City | BERKELEY SPRINGS | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 25411 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HOWARD CLARK | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 3046121566 | PhoneNum |
| Signature | 2024-12-23 | 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 | MEGAN E SHIVES CPA | PreparerPersonNm |
| PTIN | P01813543 | PTIN |
| Phone | 3042584742 | PhoneNum |
| Preparation | 2024-12-24 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,377,029 | 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 | $6,215 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $9,906 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9,906 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $242,351 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $242,351 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $353,018 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $703,018 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $353,018 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $265,911 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $265,911 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $877,401 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $871,186 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $945 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,755 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $60,902 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $60,902 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,940 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $3,014 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,014 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,163 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $7,163 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $77,719 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $61,847 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,932 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $505,366 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $505,366 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $583,085 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $61,847 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $517,298 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $294,316 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $809,339 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $247,970 | CashBOYAmt |
| Cash EOY | $204,395 | CashEOYAmt |
| Cash EOYFMV | $204,395 | CashEOYFMVAmt |
| Corporate Stock BOY | $10,961,337 | CorporateStockBOYAmt |
| Corporate Stock EOY | $13,172,634 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,172,634 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $11,209,307 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,377,029 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,377,029 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $11,209,307 | RetainedEarningBOYAmt |
| Retained Earning EOY | $13,377,029 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,209,307 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,377,029 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,209,307 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,377,029 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,209,307 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $294,316 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,873,406 | OtherIncreasesAmt |
| Subtotal | $13,377,029 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $13,377,029 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| LONG TERM CAPITAL GAIN DISTRIBUTION | $273,318 | $273,318 | $273,318 | ||
| MERRILL LYNCH - 07216 | $429,700 | $79,700 | $79,700 | P | $350,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $353,018 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,250 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,250 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,250 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,975 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $17,975 | TotalPaymentsAndCreditsAmt |
| Overpayment | $6,725 | OverpaymentAmt |
| Applied To ES Tax | $6,725 | 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 |
| 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 |
| Individual With Books | HOWARD E CLARK | IndividualWithBooksNm |
| Phone | 3046121566 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1056 | AddressLine1Txt |
| City | BERKELEY SPRINGS | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 25411 | 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 |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HOWARD CLARK | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1056 | AddressLine1Txt |
| City | BERKELEY SPRINGS | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 25411 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | MANAGING DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 12.50 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,066,823 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $386,945 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,453,768 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,453,768 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $186,807 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,266,961 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $613,348 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $613,348 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,250 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,250 | TotalTaxAmt |
| Distributable Before Adj | $602,098 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $602,098 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $602,098 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $517,298 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $517,298 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $602,098 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $503,162 | UndistributedIncomePYAmt |
| Qualifying Distributions | $517,298 | QualifyingDistributionsAmt |
| Applied To Year1 | $503,162 | AppliedToYear1Amt |
| Applied To Current Year | $14,136 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $587,962 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | HOWARD CLARK | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1056 | AddressLine1Txt |
| City | BERKELEY SPRINGS | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 25411 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3046121566 | RecipientPhoneNum |
| Recipient Email Address | ENVIROCON.CLARK@GMAIL.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | N/A | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| WAYNESBURG UNIVERSITY | |||||||
| 51 WEST COLLEGE STREET | WAYNESBURG | PA | 15370 | NONE | PC | SCHOLARSHIP | $2,000 |
| MARSHALL UNIVERSITY | |||||||
| ONE JOHN MARSHALL DRIVE | HUNTINGTON | WV | 25755 | NONE | PC | GRANT FOR DUAL CREDIT COURCES | $7,261 |
| WEST GREENE HIGH SCHOOL | |||||||
| 1352 HARGUS CREEK ROAD | WAYNESBURG | PA | 15370 | NONE | PC | GRANT PROGRAM TESTING | $48,000 |
| CARLOW UNIVERSITY | |||||||
| 3333 FIFTH AVENUE | PITTSBURGH | PA | 15213 | NONE | PC | GRANT FOR DUAL CREDIT COURSE | $5,175 |
| WEST VIRGINIA UNIVERSITY | |||||||
| PO BOX 6009 CROSSINGS | MORGANTOWN | WV | 26505 | NONE | PC | GRANT FOR P2 SYMPOSIUM AND BOOKSTORE | $40,000 |
| WEST LIBERTY UNIVERSITY | |||||||
| 208 UNIVERSITY DRIVE | WEST LIBERTY | WV | 26074 | NONE | PC | SCHOLARSHIP | $10,000 |
| FAIRMONT STATE UNIVERSITY | |||||||
| 1201 LOCUST AVENUE | FAIRMONT | WV | 26554 | NONE | PC | SCHOLARSHIP | $7,500 |
| PIERPONT COMMUNITY COLLEGE | |||||||
| 600 LOCUST AVENUE | FAIRMONT | WV | 26554 | NONE | PC | SCHOLARSHIP | $13,250 |
| NORTH MARION HIGH SCHOOL | |||||||
| 1 N MARION DRIVE | FARMINGTON | WV | 26571 | NONE | PC | GRANT FOR MEAT PROGRAM | $7,547 |
| RAINBOW OF HOPE FOUNDATION | |||||||
| PO BOX 8 | MOUNT HOPE | OH | 44660 | NONE | PC | GENERAL GRANT | $10,000 |
| ARIZONA STATE UNIVERSITY | |||||||
| PO BOX 870412 | TEMPE | AZ | 852870412 | NONE | PC | PROFESSIONAL DEVELOPMENT GRANT | $32,126 |
| UNIVERSITY OF PITTSBURGH | |||||||
| 139 UNIVERSITY PLACE | PITTSBURGH | PA | 15260 | NONE | PC | DUAL CREDIT COURSE GRANT | $1,575 |
| GREEN COUNTY CTE | |||||||
| 10415 SPOTSWOOD TRAIL | STANARDSVILLE | VA | 22973 | NONE | PC | GRANT FOR SAFETY EQUIPMENT | $5,500 |
| LIBERTY UNIVERSITY | |||||||
| 1971 UNIVERSITY BLVD | LYNCHBURG | VA | 24515 | NONE | PC | PROFESSIONAL DEVELOPMENT GRANT | $6,780 |
| DAVIS AND ELKINS UNIVERSITY | |||||||
| 100 CAMPUS DRIVE | ELKINS | WV | 26241 | NONE | PC | CENTURION SCHOLARSHIP | $1,250 |
| PENN WEST UNIVERSITY | |||||||
| 250 UNIVERSITY AVE | CALIFORNIA | PA | 15419 | NONE | PC | SCHOLARSHIP | $7,500 |
| SLIPPERY ROCK UNIVERSITY | |||||||
| PO BOX 6250 | HERMITAGE | PA | 16148 | NONE | PC | GENERAL SCHOLARSHIP | $2,500 |
| UNIVERSITY OF PITTSBURGH GREENSBURG | |||||||
| 150 FINOLI DR | GREENSBURG | PA | 156015860 | NONE | PC | SCHOLARSHIP | $6,000 |
| WHEELING UNIVERSITY | |||||||
| 316 WASHINGTON AVE | WHEELING | WV | 26003 | NONE | PC | SECOND CHANCE SCHOLARSHIPS | $7,000 |
| CACAPON RESORT STATE PARK | |||||||
| 818 CACAPON LODGE DR | BERKELEY SPRINGS | WV | 25411 | NONE | PC | GRANT FOR PROJECT | $1,900 |
| MENARDS | |||||||
| 351 BRATTICE DR | MORGANTOWN | WV | 26501 | NONE | PC | GRANT STATE PARK PROJECT | $1,423 |
| MUSSELMAN HIGH SCHOOL | |||||||
| 126 EXCELLENCE WAY | INWOOD | WV | 25428 | NONE | PC | GRANT | $1,000 |
| WV NORTHERN COMMUNITY COLLEGE | |||||||
| 1704 MARKET ST | WHEELING | WV | 26003 | NONE | PC | DUAL COURSE CREDIT | $15,000 |
| KINGWOOD VOLUNTEER FIRE DEPT | |||||||
| 115 BROWN AVE | KINGWOOD | WV | 26537 | NONE | PC | GRANT | $75 |
| WVU FOUNDATION | |||||||
| 1 WATERFRONT PL 7TH FLOOR | MORGANTOWN | WV | 26501 | NONE | PC | GRANT | $100,000 |
| PITTSBURGH TECHNICAL COLLEGE | |||||||
| 1111 MCKEE RD | OAKDALE | PA | 15071 | NONE | PC | GRANT | $3,000 |
| MARION COUNTY 4-H | |||||||
| 314 MONROE ST | FAIRMONT | WV | 265551628 | NONE | PC | GRANT | $10,000 |
| MONONGALIA COUNTY 4-5 FFA | |||||||
| 270 MYLAN PARK LN SUITE 250 | MORGANTOWN | WV | 26501 | NONE | PC | GRANT | $6,000 |
| MESSIAH UNIVERSITY | |||||||
| ONE UNIVERSITY AVE | MECHANICSBURG | PA | 17055 | NONE | PC | SCHOLARSHIP | $5,000 |
| WETZEL COUNTY TECH CENTER | |||||||
| 2213 MOUNTAINEER HWY | NEW MARTINSVILLE | WV | 26155 | NONE | PC | SCHOLARSHIP | $1,405 |
| WETZEL COUNTY TECH CENTER SOLAR PRO | |||||||
| 2213 MOUNTAINEER HWY | NEW MARTINSVILLE | WV | 26155 | NONE | PC | SCHOLARSHIP | $125,000 |
| VET TECH INSTITUTE | |||||||
| 125 7TH ST 650 | PITTSBURGH | PA | 15222 | NONE | PC | SCHOLARSHIP | $5,000 |
| GLENVILLE STATE UNIVERSITY | |||||||
| 200 HIGH STREET | GLENVILLE | WV | 26351 | NONE | PC | SCHOLARSHIP | $5,000 |
| ENPHASE | |||||||
| 47281 BAYSIDE PKWY | FREMONT | CA | 94538 | NONE | NC | GRANT | $1,099 |
| HOLMES COUNTY HOME AUXILIARY | |||||||
| 7260 STATE ROUTE 83 | HOLMESVILLE | OH | 44633 | NONE | PC | GRANT | $3,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $505,366 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,906 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $242,351 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $265,911 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $353,018 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $871,186 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $871,186 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JAMES EDWARD AND SHAWN L COEN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12593 SHORTLINE HWY PO BOX 315 | AddressLine1Txt |
| City | READER | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 261670315 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $6,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,700 | Amt |
| Net Investment Income | $945 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,755 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCK | StockNm |
| EOY Book Value | $13,172,634 | EOYBookValueAmt |
| EOYFMV | $13,172,634 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| WV FILING FEES | $40 | $0 | $0 | $40 |
| OFFICE EXPENSES | $551 | $0 | $0 | $551 |
| MEETING EXPENSE | $6,572 | $0 | $0 | $6,572 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EQX | Desc |
| Revenue And Expenses Per Books | $265,911 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $265,911 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET ASSETS ADJUSTMENT FMV | Desc |
| Amt | $1,873,406 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT FEES | $60,902 | $60,902 | $0 | $0 |
| LEGAL FEES | $0 | $0 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL INVESTMENT INCOME TAX | $3,940 | $0 | $0 | $0 |
| OTHER TAXES | $0 | $0 | $0 | $0 |
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