SACRED HEART CHILDRENS CENTER INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SACRED HEART CHILDRENS CENTER INC (EIN 55-0528075)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-02-19
- IRS object ID
- 202430509349100603
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- 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 | 2024-02-19T09:39:32-00:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 550752885 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hilarion V Cann CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 South 2nd St | AddressLine1Txt |
| City | Clarksburg | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 26301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | 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) |
|---|---|---|
| In Care Of | % Amy Strange | InCareOfNm |
| Business Name Control | SACR | BusinessNameControlTxt |
| Phone | 3042349400 | 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 | Amy W Strange | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 3042349400 | PhoneNum |
| Signature | 2024-02-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Amy | PersonFirstNm |
| Person Last | Strange | PersonLastNm |
| 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 | Hilarion V Cann | PreparerPersonNm |
| PTIN | P00768237 | PTIN |
| Phone | 3046235657 | PhoneNum |
| Preparation | 2024-02-19 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,403,461 | 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 | $4,168 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $16,710 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $16,710 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $42,972 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $42,972 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,845 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $631,486 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,845 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $68,695 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $64,527 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,845 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,845 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $23,909 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $23,909 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,294 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $790 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $790 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $28,838 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $27,549 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $117,108 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $117,108 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $145,946 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $27,549 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $117,108 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$77,251 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $36,978 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $61,702 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $54,083 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $54,083 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,237,166 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,145,493 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,646,241 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $773,067 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $795,108 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $703,137 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,071,935 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,994,684 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,403,461 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,071,935 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,994,684 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,071,935 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,994,684 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,071,935 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,994,684 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,071,935 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$77,251 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,994,684 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,994,684 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (35 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 31sh Adobe Sys Inc Com | P | 2022-07-08 | 2022-09-23 | $8,831 | $12,069 | -$3,238 | -$3,238 |
| 449sh Invesco Eqv Intl Eqty | P | 2015-10-27 | 2022-07-08 | $9,837 | $12,230 | -$2,393 | -$2,393 |
| 254sh Artisan Mid Cap Fund | P | 2018-03-19 | 2022-07-08 | $9,260 | $13,809 | -$4,549 | -$4,549 |
| 33sh Starbucks Corp | P | 2022-07-08 | 2023-04-11 | $3,497 | $2,625 | $872 | $872 |
| 1725sh Invesco Eqv Intl Eqty | P | 2015-10-27 | 2022-07-08 | $37,786 | $53,335 | -$15,549 | -$15,549 |
| 84sh Amazon Com Inc | P | 2017-02-16 | 2023-04-11 | $8,411 | $4,473 | $3,938 | $3,938 |
| 65sh Amgen Inc | P | 2015-10-27 | 2022-07-08 | $16,235 | $10,461 | $5,774 | $5,774 |
| 33sh Apple Computer Inc | P | 2012-06-18 | 2023-04-11 | $5,312 | $1,116 | $4,196 | $4,196 |
| 1608sh Artisan Mid Cap Fund | P | 2018-03-19 | 2022-07-08 | $58,650 | $68,401 | -$9,751 | -$9,751 |
| 20sh Broadcom Inc | P | 2015-10-27 | 2022-11-02 | $9,375 | $3,482 | $5,893 | $5,893 |
| 8sh Broadcom Inc | P | 2015-10-27 | 2023-04-11 | $4,998 | $1,393 | $3,605 | $3,605 |
| 227sh Brown Cap Mgmt Sm Comp | P | 2020-12-11 | 2022-07-08 | $19,207 | $23,082 | -$3,875 | -$3,875 |
| 291sh CVS Corp | P | 2018-07-11 | 2023-04-11 | $22,227 | $17,813 | $4,414 | $4,414 |
| 166sh Citigroup Inc | P | 2020-08-18 | 2022-11-02 | $7,676 | $8,445 | -$769 | -$769 |
| 2055sh Delaware Emerging Markets | P | 2020-08-19 | 2022-07-08 | $37,609 | $45,292 | -$7,683 | -$7,683 |
| 130sh Digital Realty Trust Inc | P | 2018-10-02 | 2023-04-11 | $12,301 | $14,439 | -$2,138 | -$2,138 |
| 134sh Meta Platforms Inc | P | 2016-10-05 | 2022-11-02 | $12,418 | $20,059 | -$7,641 | -$7,641 |
| 122sh Ishares Russell 2000 ETF | P | 2020-08-18 | 2022-07-08 | $21,462 | $19,093 | $2,369 | $2,369 |
| 36sh Marathon Petroleum Corp | P | 2020-03-20 | 2022-11-02 | $4,234 | $1,271 | $2,963 | $2,963 |
| 107sh Mastercard Inc | P | 2015-10-27 | 2022-07-08 | $34,689 | $15,258 | $19,431 | $19,431 |
| 34sh McDonalds Corp | P | 2020-08-18 | 2023-04-11 | $9,671 | $7,120 | $2,551 | $2,551 |
| 19sh Microsoft Corp | P | 2015-10-27 | 2023-04-11 | $5,372 | $1,380 | $3,992 | $3,992 |
| 186sh Morgan Stanley Dean Witter Discover Co | P | 2019-03-07 | 2022-07-08 | $14,343 | $7,443 | $6,900 | $6,900 |
| 41sh Paypal Holdings Inc | P | 2019-03-07 | 2022-11-02 | $3,351 | $4,166 | -$815 | -$815 |
| 135sh Paypal Holdings Inc | P | 2019-03-07 | 2023-05-10 | $8,782 | $13,718 | -$4,936 | -$4,936 |
| 4351sh PGIM Total Return Bond | P | 2020-08-18 | 2023-04-11 | $52,339 | $65,000 | -$12,661 | -$12,661 |
| 19051 PGIM High Yield | P | 2019-07-12 | 2023-04-11 | $87,827 | $101,592 | -$13,765 | -$13,765 |
| 30sh Salesforce Inc | P | 2018-03-29 | 2022-11-02 | $4,610 | $3,785 | $825 | $825 |
| 30sh Salesforce Inc | P | 2018-03-29 | 2023-04-11 | $5,679 | $3,785 | $1,894 | $1,894 |
| 83sh TJX Cos Inc | P | 2019-10-11 | 2022-11-02 | $5,959 | $4,675 | $1,284 | $1,284 |
| 97sh TJX Cos Inc | P | 2019-10-11 | 2023-04-11 | $7,619 | $5,464 | $2,155 | $2,155 |
| 383sh US Bancorp Del New | P | 2015-10-27 | 2022-07-08 | $17,906 | $17,188 | $718 | $718 |
| 16sh Ulta Beauty Inc | P | 2018-03-29 | 2023-04-11 | $8,442 | $3,510 | $4,932 | $4,932 |
| 852sh Vanguard FTSE Developed ETF | P | 2020-08-18 | 2022-07-08 | $34,729 | $35,723 | -$994 | -$994 |
| 45sh Walmart Stores Inc | P | 2018-07-11 | 2022-11-02 | $6,371 | $3,946 | $2,425 | $2,425 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,845 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$2,247 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $514 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $514 | SubtotalAmt |
| Tax Based On Investment Income | $514 | TaxBasedOnInvestmentIncomeAmt |
| Es Penalty | $5 | EsPenaltyAmt |
| Tax Due | $519 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 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 |
| 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 |
|---|---|---|---|---|---|---|
| Amy Strange | ||||||
| PO Box 1581 | Clarksburg | WV | 26301 | President | 001.00 | $0 |
| Jane Simmerman | ||||||
| PO Box 1581 | Clarksburg | WV | 26301 | Vice-President | 001.00 | $0 |
| Michael Malfregeot | ||||||
| PO Box 1581 | Clarksburg | WV | 26301 | Treasurer | 001.00 | $0 |
| Mark Greaver | ||||||
| PO Box 1581 | Clarksburg | WV | 26301 | Secretary | 001.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,269,399 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $81,642 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,351,041 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,351,041 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $35,266 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,315,775 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $115,789 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $115,789 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $514 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $514 | TotalTaxAmt |
| Distributable Before Adj | $115,275 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $115,275 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $115,275 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $117,108 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $117,108 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $115,275 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $14,999 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $18,038 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $33,037 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $117,108 | QualifyingDistributionsAmt |
| Applied To Current Year | $115,275 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,833 | RemainingDistriFromCorpusAmt |
| Total Corpus | $34,870 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $34,870 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $14,999 | ExcessFromYear2Amt |
| Excess From Year1 | $18,038 | ExcessFromYear1Amt |
| Excess From Current Year | $1,833 | 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 | Amy Strange | 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 | 3046243400 | RecipientPhoneNum |
| Recipient Email Address | sacredheartchildrenscentergmail.com | RecipientEmailAddressTxt |
| Form And Info And Materials | Letter | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | Limited to children of Harrison County, West Virginia | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (62 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Johnstown CEO's Club | |||||||
| 143 Post Farm Rd | Lost Creek | WV | 26385 | NONE | PC | Childrens area for fair | $2,851 |
| South Harrison Middle School Football | |||||||
| 208 Fenton Place | Clarksburg | WV | 26301 | NONE | PC | Safer helmets and other equipment | $3,000 |
| Central West Virginia Soccer Association | |||||||
| PO Box 1681 | Clarksburg | WV | 26302 | NONE | PC | Field maintenance sprayers and paint | $1,500 |
| Liberty High School Fly Fishing Club | |||||||
| 1 Mountaineer Drive | Clarksburg | WV | 26301 | NONE | PC | Exposing children to outdoor programs | $1,000 |
| Southern Area Public Library | |||||||
| 120 East Main St | Lost Creek | WV | 26385 | NONE | PC | Purhcase books for junior library guild | $500 |
| All Saints Catholic Church | |||||||
| 317 East Main St | Bridgeport | WV | 26330 | NONE | PC | Childrens Fun Fest | $1,000 |
| Robert C Byrd High School | |||||||
| One Eagle Way | Clarksburg | WV | 26301 | NONE | PC | Choir risers | $5,000 |
| Saint Marys Grade School | |||||||
| 107 East Pike St | Clarksburg | WV | 26301 | NONE | PC | Playground equipment and educational technology | $1,000 |
| First Prebyterian Church | |||||||
| 175 West Main | Clarksburg | WV | 26301 | NONE | PC | Christmas toys for underprivledged | $1,500 |
| Bridgeport Senior League | |||||||
| 10 Lee Ann Ave | Bridgeport | WV | 26330 | NONE | PC | Field fees, uniforms and equipment | $1,500 |
| West Virginia Patriot Baseball | |||||||
| 10 Lee Ann Ave | Bridgeport | WV | 26330 | NONE | PC | Field fees, uniforms and equipment | $1,500 |
| Salem Elementary School | |||||||
| 273 Education Way | Salem | WV | 26426 | NONE | PC | Classroom kitten project | $1,190 |
| Lincoln Cougar Cubs | |||||||
| 301 Barnes Run Rd | Wallace | WV | 26448 | NONE | PC | Equipment and gear for youth football | $1,500 |
| South Harrison Middle School | |||||||
| 3003 Hawk Highway | Lost Creek | WV | 26385 | NONE | PC | Student Winter Clothing Program | $500 |
| Washington Irving Middle School | |||||||
| 443 Lee Ave | Clarksburg | WV | 26301 | NONE | PC | Student Winter Clothing Program | $500 |
| Liberty High School Theater | |||||||
| 1 Mountaineer Drive | Clarksburg | WV | 26301 | NONE | PC | Production of High School Theatre | $1,000 |
| The Clarksburg Children's House | |||||||
| 418 Mayo St | Clarksburg | WV | 26301 | NONE | PC | Classroom material for 18 mon - 11 yrs | $1,500 |
| Healthy Grandfamilies | |||||||
| 445 West Main St | Clarksburg | WV | 26301 | NONE | PC | Christmas toys for underprivledged | $2,500 |
| South Harrison Middle School Track | |||||||
| 3003 Hawk Highway | Lost Creek | WV | 26385 | NONE | PC | Track starting blocks | $972 |
| South Harrison Middle School Track | |||||||
| 3003 Hawk Highway | Lost Creek | WV | 26385 | NONE | PC | Track High Jump pad | $8,000 |
| Clarksburg-Harrison Public Library | |||||||
| 404 West Pike St | Clarksburg | WV | 26301 | NONE | PC | Summer reading program | $679 |
| Bridgeport Public Library | |||||||
| 1200Johnson Ave | Bridgeport | WV | 26330 | NONE | PC | 2 desktop computers and magic desk software | $2,005 |
| Big Elm Elementary | |||||||
| 200 Tetrick Road | Shinnston | WV | 26431 | NONE | PC | Student Winter Clothing Program | $500 |
| Harrison County Student Achievment | |||||||
| PO Box 1370 | Clarksburg | WV | 26302 | NONE | PC | Scholarships | $2,000 |
| South Harrison Youth Football | |||||||
| 208 Fenton Place | Clarksburg | WV | 26301 | NONE | PC | Safer helmets and other equipment | $4,861 |
| Nutter Fort Public Library | |||||||
| 1300 Buckhannon Pike | Clarksburg | WV | 26301 | NONE | PC | Supplies for after school homework help | $500 |
| Shepherd's Corner Inc | |||||||
| PO Box 101 | Bridgeport | WV | 26330 | NONE | PC | Clothing for low income kids | $1,800 |
| Stars & Strides Theraputic Equine Center | |||||||
| 105 Steele Street No 48 | Bridgeport | WV | 26330 | NONE | PC | Scholarships | $1,500 |
| Literacy Volunters of Harrison County | |||||||
| 445 West Main St Suite 205F | Clarksburg | WV | 26301 | NONE | PC | STEM Camp | $1,500 |
| Weaver Gallery | |||||||
| 331 West Main St | Clarksburg | WV | 26301 | NONE | PC | Art Classes for youth | $600 |
| Immaculate Conception Parish | |||||||
| 150 South Maple Ave | Clarksburg | WV | 26301 | NONE | PC | Bible school and youth conference | $5,000 |
| The Mustard Seed | |||||||
| PO Box 2709 | Clarksburg | WV | 26301 | NONE | PC | Diapersand wipes | $3,250 |
| West Virginia Black Heritage Festival | |||||||
| PO Box 575 | Clarksburg | WV | 26301 | NONE | PC | Youth block party and community center | $8,000 |
| Heart of WV District Mountaineer Area Council of BSA | |||||||
| 253 Mudlick Rd | Shinnston | WV | 26431 | NONE | PC | Scholarships for Day Camp | $1,000 |
| Lowe Public Library | |||||||
| 40 Bridgeport | Shiinnston | WV | 26431 | NONE | PC | Summer reading program | $700 |
| Clarksburg-Harrison Regional Housing Authority | |||||||
| 433 Baltimore Ave | Clarksburg | WV | 26431 | NONE | PC | Pens, paper, for after school program | $5,000 |
| Johnstown CEO's Club | |||||||
| 143 Post Farm Rd | Lost Creek | WV | 26385 | NONE | PC | Rental rides and games | $3,200 |
| Friends of Bridgeport Recreation | |||||||
| PO Box 1282 | Bridgeport | WV | 26330 | NONE | PC | Outdoor play area | $25,000 |
| Liberty High School | |||||||
| One Mountaineer Drive | Clarksburg | WV | 26301 | NONE | PC | Student Winter Clothing Program | $500 |
| Victory Elementary School | |||||||
| 1636 West Pike St | Clarksburg | WV | 26301 | NONE | PC | Student Winter Clothing Program | $500 |
| West Milford Elementary School | |||||||
| 182 Schhol St | West Milford | WV | 26451 | NONE | PC | Student Winter Clothing Program | $500 |
| Simpson Elementary School | |||||||
| 250 Worthington Dr | Bridgeport | WV | 26330 | NONE | PC | Student Winter Clothing Program | $500 |
| Salem Elementary School | |||||||
| 273 Education Way | Salem | WV | 26426 | NONE | PC | Student Winter Clothing Program | $500 |
| Nutter Fort Primary School | |||||||
| 1302 Buckhannon Pike | Clarksburg | WV | 26301 | NONE | PC | Student Winter Clothing Program | $500 |
| Nutter Fort Intermediate School | |||||||
| 1302 Buckhannon Pike | Clarksburg | WV | 26301 | NONE | PC | Student Winter Clothing Program | $500 |
| Norwood Elementary School | |||||||
| 208 Kidd Ave | Stonewood | WV | 26301 | NONE | PC | Student Winter Clothing Program | $500 |
| North View Elementary School | |||||||
| 1400 North 19th St | Clarksburg | WV | 26301 | NONE | PC | Student Winter Clothing Program | $500 |
| Lumberport Elementary School | |||||||
| 38 East Lyndon St | Lumberport | WV | 26386 | NONE | PC | Student Winter Clothing Program | $500 |
| Lost Creek Elementary School | |||||||
| PO Box 128 | Lost Creek | WV | 26385 | NONE | PC | Student Winter Clothing Program | $500 |
| Johnson Elementary School | |||||||
| 531 Johnson Ave | Bridgeport | WV | 26330 | NONE | PC | Student Winter Clothing Program | $500 |
| Big Elm Elementary School | |||||||
| 200 Tetrick Road | Shinnston | WV | 26431 | NONE | PC | Student Winter Clothing Program | $500 |
| South Harrison Middle School | |||||||
| 3003 Hawk Highway | Lost Creek | WV | 26385 | NONE | PC | Student Winter Clothing Program | $500 |
| Mountaineer Middle School | |||||||
| 2 Mountaineer Drive | Clarksburg | WV | 26301 | NONE | PC | Student Winter Clothing Program | $500 |
| United High School | |||||||
| 1349 Shinnston Pike | Clarksburg | WV | 26301 | NONE | PC | Student Winter Clothing Program | $500 |
| South Harrison High School | |||||||
| 3073 Hawk Highway | Lost Creek | WV | 26385 | NONE | PC | Student Winter Clothing Program | $500 |
| Washington Irving Middle School | |||||||
| 443 Lee Ave | Clarksburg | WV | 26301 | NONE | PC | Student Winter Clothing Program | $500 |
| Lincoln High School | |||||||
| 78 Jerry Toth Drive | Shinnston | WV | 26431 | NONE | PC | Student Winter Clothing Program | $500 |
| Bridgeport High School | |||||||
| 515 Johnson Ave | Bridgeport | WV | 26330 | NONE | PC | Student Winter Clothing Program | $500 |
| Lincoln Middle School | |||||||
| 78 Jerry Toth Dr | Shinnston | WV | 26431 | NONE | PC | Student Winter Clothing Program | $500 |
| Bridgeport Middle School | |||||||
| 413 Johnson Ave | Bridgeport | WV | 26330 | NONE | PC | Student Winter Clothing Program | $500 |
| Robert C Byrd High School | |||||||
| One Eagle Way | Clarksburg | WV | 26301 | NONE | PC | Student Winter Clothing Program | $500 |
| Bridgeport Little League | |||||||
| 10 Lee Ann Ave | Bridgeport | WV | 26330 | NONE | PC | Equipmewnt and uniforms | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $117,108 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,710 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $42,972 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,845 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $64,527 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $64,527 | 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 |
Transfer Schedule Detail TransferScheduleDetail
Noncharitable Exempt Org Name NoncharitableExemptOrgName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | N-A | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Hilarion V. Cann, CPA | CategoryTxt |
| Amt | $2,845 | Amt |
| Net Investment Income | $2,845 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (60 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Walt Disney Company | $10,054 | $12,499 |
| JP Morgan Chase | $17,555 | $35,196 |
| Apple Inc. | $11,198 | $64,204 |
| Alphabet Inc Cl A | $8,990 | $40,698 |
| Chevron Corp | $10,926 | $19,983 |
| Broadcom LTD | $13,233 | $65,925 |
| Danaher Corp | $5,400 | $18,480 |
| Johnson Johnson | $17,513 | $26,483 |
| Marathon Petroleum Corp | $8,015 | $26,468 |
| Merck Co | $17,391 | $36,463 |
| Microsoft Corp | $11,548 | $54,146 |
| Mondelez International | $10,990 | $18,235 |
| Nextera Energy | $6,454 | $16,918 |
| Amazon.com Inc | $12,567 | $30,765 |
| Pepsico Inc | $12,099 | $19,078 |
| Medtronic PLC | $13,153 | $14,184 |
| Raytheon Technologies Corp | $10,504 | $19,004 |
| Saleforce.com Inc. | $14,257 | $23,872 |
| Lockheed Martin | $14,808 | $20,717 |
| FMC Corporation | $15,172 | $20,346 |
| Walmart Inc | $6,839 | $12,260 |
| TJX Companies Inc | $11,885 | $17,891 |
| Allstate Corp | $9,060 | $10,359 |
| Berkshire Hathaway Inc | $18,104 | $29,667 |
| CSX Corp | $10,504 | $14,424 |
| Deere Co | $9,065 | $19,044 |
| Duke Energy Corp | $9,323 | $10,230 |
| General Dynamics Corp | $10,429 | $14,630 |
| IShares Core MSCI EAFE ETF | $125,478 | $138,645 |
| Lowes Cos Inc | $10,004 | $14,219 |
| Oakmark International Fund | $69,129 | $81,924 |
| Procter Gamble Co | $10,153 | $11,229 |
| SPDR SP 500 ETF Trust | $55,778 | $73,141 |
| Vanguard FTSE Developed Markets ETF | $71,195 | $78,414 |
| IShares Russell 2000 ETF | $20,502 | $24,532 |
| IShares Russell Mid-Cap ETF | $69,818 | $84,131 |
| T Rowe Price Small-Cap Value Fund | $58,721 | $64,846 |
| Abbott Laboratories | $12,175 | $12,101 |
| Accenture PLC | $9,474 | $10,183 |
| BlackRock Inc | $3,934 | $4,147 |
| Booking Holdings Inc | $5,140 | $5,401 |
| Comcast Corp | $11,754 | $15,540 |
| Fiserv Inc | $8,685 | $9,209 |
| General Mills Inc | $5,987 | $6,059 |
| Linde PLC | $5,780 | $8,003 |
| NVIDIA Corp | $5,875 | $15,652 |
| Pfizer Inc | $11,073 | $8,583 |
| ServiceNow Inc | $8,652 | $12,925 |
| Starbucks Corp | $7,955 | $9,906 |
| Thermo Fisher Sciemtific Inc | $8,898 | $8,348 |
| Total Energies SE | $9,007 | $10,318 |
| Truist Financial Corp | $5,530 | $3,794 |
| Visa Inc | $11,424 | $13,299 |
| Zoetis Inc | $5,693 | $6,544 |
| Alliant Energy Corp | $5,758 | $5,720 |
| Delaware Ivy Mid Cap Growth Fund | $46,365 | $49,569 |
| iShares MSCI EAFE Small-Cap ETF | $46,133 | $49,838 |
| Ulta Beauty Inc | $3,729 | $8,000 |
| Vanguard Mid-Cap Value ETF | $42,531 | $44,697 |
| Vanguard FTSE Emerging Markets ETF | $46,127 | $45,155 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Metropolitan West Total Return Bond Fund | AT COST | $202,140 | $171,496 |
| Dodge Cox Income Fund | AT COST | $190,618 | $164,713 |
| Ishares US Aggregate Bond Index Fund | AT COST | $175,111 | $163,479 |
| JP Morgan Core Bond Fund | AT COST | $139,239 | $116,501 |
| T. Rowe Tax-Free High Yield | AT COST | $88,000 | $86,948 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Office Expense | $287 | $287 |
| Insurance | $503 | $503 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment management fees | CategoryTxt |
| Amt | $23,909 | Amt |
| Net Investment Income | $23,909 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Foreign Taxes | $5 | $5 |
| 2022 Federal Tax Payment | $1,289 |
Comments