ENCOVA FOUNDATION OF WEST VIRGINIA: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ENCOVA FOUNDATION OF WEST VIRGINIA (EIN 80-0772825)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202323189349102772
- 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 Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T11:52:56-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 WASHINGTON STREET EAST | AddressLine1Txt |
| City | CHARLESTON | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 25301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 800772825 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ENCOVA FOUNDATION OF WEST VIRGINIA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ENCO | BusinessNameControlTxt |
| Phone | 3049411000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 QUARRIER STREET | AddressLine1Txt |
| City | CHARLESTON | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 25301 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES CHRISTOPHER HOWAT | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3049411000 | PhoneNum |
| Signature | 2023-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JAMES | PersonFirstNm |
| Person Last | CHRISTOPHER HOWAT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DOLORES ROSE | PreparerPersonNm |
| PTIN | P01286262 | PTIN |
| Phone | 3043460441 | PhoneNum |
| Preparation | 2023-11-13 | PreparationDt |
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 | $50,761,533 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,500,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $143,477 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $143,477 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,009,511 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,009,511 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $101,228 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,851,556 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $101,228 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $582 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $582 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,754,798 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,254,798 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $22,382 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $22,382 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $250,419 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $250,419 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $211,865 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $59,364 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $23,520 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $23,520 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $508,186 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $355,685 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,195,160 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,195,160 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,703,346 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $355,685 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,195,160 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,051,452 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $899,113 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,818,422 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,416,787 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,416,787 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $58,356 | AcctRcvblAmt |
| Acct Rcvbl BOY | $69,208 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $58,356 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $58,356 | AcctRcvblEOYFMVAmt |
| Grants Receivable BOY | $2,500,000 | GrantsReceivableBOYAmt |
| Grants Receivable EOY | $2,500,000 | GrantsReceivableEOYAmt |
| Grants Receivable EOYFMV | $2,500,000 | GrantsReceivableEOYFMVAmt |
| Other Investments BOY | $42,076,003 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $42,897,618 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $44,786,390 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $47,463,633 | TotalAssetsBOYAmt |
| Total Assets EOY | $48,872,761 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $50,761,533 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $3,525,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $2,580,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $1,015 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $34,354 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $3,526,015 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,614,354 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $43,937,618 | RetainedEarningBOYAmt |
| Retained Earning EOY | $46,258,407 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $43,937,618 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $46,258,407 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $47,463,633 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $48,872,761 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $43,937,618 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,051,452 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,269,337 | OtherIncreasesAmt |
| Subtotal | $46,258,407 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $46,258,407 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $12,844,449 | $12,750,328 | $94,121 | $94,121 |
| TOWNSEND REAL ESTATE ALPHA FUND | P | $4,861 | $4,861 | $4,861 | |
| CAPITAL GAINS DIVIDENDS | P | $2,246 | $2,246 | $2,246 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $101,228 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,498 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,498 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,498 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $76,400 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $76,400 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $214 | EsPenaltyAmt |
| Overpayment | $63,688 | OverpaymentAmt |
| Applied To ES Tax | $63,688 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WV | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | HTTPS://ENCOVAFOUNDATIONWV.COM | WebsiteAddressTxt |
| Individual With Books | BRITTANY MCDOUGALL | IndividualWithBooksNm |
| Phone | 6142258285 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 QUARRIER STREET | AddressLine1Txt |
| City | CHARLESTON | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 25301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MARTY BECKER | ||||||||
| 400 QUARRIER STREET | CHARLESTON | WV | 25301 | EXECUTIVE CHAIR | 0.50 | $0 | $0 | $0 |
| JAMES CHRISTOPHER HOWAT | ||||||||
| 400 QUARRIER STREET | CHARLESTON | WV | 25301 | EXECUTIVE VP, CFO, TREASURER | 0.50 | $0 | $0 | $0 |
| THOMAS J OBROKTA JR | ||||||||
| 400 QUARRIER STREET | CHARLESTON | WV | 25301 | PRESIDENT AND CEO | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $46,158,488 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,920,864 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $50,079,352 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $50,079,352 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $751,190 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $49,328,162 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,466,408 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,466,408 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,498 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,498 | TotalTaxAmt |
| Distributable Before Adj | $2,453,910 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,453,910 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,453,910 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,195,160 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,195,160 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,453,910 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,484,772 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,981,404 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $94,236 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $3,560,412 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,195,160 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,195,160 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $258,750 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $258,750 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,301,662 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,226,022 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,075,640 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,981,404 | ExcessFromYear4Amt |
| Excess From Year3 | $94,236 | ExcessFromYear3Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LUCY ALLARA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 QUARRIER STREET | AddressLine1Txt |
| City | CHARLESTON | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 25301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3049411000 | RecipientPhoneNum |
| Form And Info And Materials | ALL PERTINENT INFORMATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (76 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient RelationshipRecipientRelationshipTxt |
|---|---|---|---|---|---|---|---|
| AFL CIO APPALACHIAN COUNCIL INC | |||||||
| PO BOX 628 | CLAY | WV | 25043 | PUBLIC CHARITY | GENERAL PURPOSES | $1,500 | |
| ALONE BUT NOT FORGOTTEN | |||||||
| 2 MATHIAS LANE | SOUTH CHARLESTON | WV | 25309 | PUBLIC CHARITY | HOLIDAY ANGEL PROGRAM - PROVIDES EACH FOSTER CHOLD WITHG 2 GIFTS, COAT, HAT. SCARF, GLOVES, SNACKS | $2,500 | |
| AMERICAN FOUNDATION FOR SUICIDE PREVENTION | |||||||
| 114 WASHINGTON AVENUE | CHARLESTON | WV | 25302 | PUBLIC CHARITY | CHARLESTON OUT OF THE DARKNESS WALK TO FIGHT SUICIDE | $2,500 | N/A |
| AMERICAN HEART ASSOCIATION | |||||||
| 162 COURT ST | CHARLESTON | WV | 21502 | PUBLIC CHARITY | CHARLESTON HEART WALK | $5,000 | N/A |
| AUGUSTA LEVY LEARNING CENTER INC | |||||||
| 210 ANTHONI AVE | WHEELING | WV | 26003 | PUBLIC CHARITY | COLOR ME AU-SOME 5K | $500 | |
| BIBLE CENTER CHURCH | |||||||
| 100 BIBLE CENTER DRIVE | CHARLESTON | WV | 25309 | PUBLIC CHARITY | BIBLE CENTER PRESCHOOL PROGRAM | $5,160 | N/A |
| BOY SCOUTS OF AMERICA | |||||||
| 2829 KANAWHA BLVD EAST | CHARLESTON | WV | 25311 | PUBLIC CHARITY | SCOUTING SUPPORT | $15,000 | N/A |
| CAPITAL CITY BANDITS ATHELTICS INC | |||||||
| 6006 MEADOW LARK LN | CHARLESTON | WV | 25312 | PUBLIC CHARITY | PROMOTE TEAMWORK, LEADERSHIP, EDUCATION THRU YOUTH SPORTS | $6,000 | N/A |
| CAPITAL HIGH SCHOOL | |||||||
| 1500 GREENBRIER STREET | CHARLESTON | WV | 25311 | PUBLIC CHARITY | HUDL SPORTS PACKAGE AND HS ENDZONE CAMERAS | $10,000 | |
| CHARLESTON CATHOLIC HIGH SCHOOL | |||||||
| 1033 VIRGINIA STREET E | CHARLESTON | WV | 25301 | PUBLIC CHARITY | RECONDITION TENNIS COURTS | $10,000 | |
| CHARLESTON MAIN STREETS INC | |||||||
| 303 W WASHINGTON STREET | CHARLESTON | WV | 25302 | PUBLIC CHARITY | GENERAL PURPOSES | $3,500 | |
| CHILDHOOD LANGUAGE CENTER | |||||||
| 1313 QUARRIER STREET | CHARLESTON | WV | 25301 | PUBLIC CHARITY | SPEECH AND LANGUAGE THERAPY TO CHILDREN | $5,000 | N/A |
| COAL RIVER GROUP | |||||||
| PO BOX 363 | SAINT ALBANS | WV | 25177 | PUBLIC CHARITY | TOUR DE COAL EVENT | $3,500 | N/A |
| DISABILITY ACTION CENTER INC | |||||||
| 102 BENONI AVENUE | FAIRMONT | WV | 26554 | PUBLIC CHARITY | DAC CAMP CAN-DO EVENT | $1,000 | N/A |
| DON'T BE NEXT FOUNDATION | |||||||
| 8874 PORTER OAKS DRIVE | ROSCOE | IL | 61073 | PUBLIC CHARITY | ANNUAL FUNDRAISING GOLF OUTING | $2,500 | |
| DUPOINT MIDDLE SCHOOL | |||||||
| 1 PANTHER DRIVE | MALDEN | WV | 25306 | PUBLIC CHARITY | MATERIALS FOR STEM BASED CLASSROOM | $3,750 | |
| EASTERN KANAWHA COUGARS | |||||||
| 1461 FIELDS CREEK ROAD | WINIFREDE | WV | 25214 | PUBLIC CHARITY | PURCHASE NEW UNIFORMS | $5,000 | |
| FAITH IN ACTION OF THE GREATER KANAWHA VALLEY INC | |||||||
| PO BOX 11623 | CHARLESTON | WV | 25339 | PUBLIC CHARITY | PEDAL WITH PURPOSE 60+ MILE CHALLENGE | $1,000 | N/A |
| FEED MORE INC | |||||||
| 1415 RHOADMILLER STREET | RICHMOND | VA | 23220 | PUBLIC CHARITY | FOOD TO FAMILIES IN NEED | $1,000 | |
| FELLOWSHIP OF CHRISTIAN ATHLETICS | |||||||
| 8701 LEEDS ROAD | KANSAS CITY | MO | 64129 | PUBLIC CHARITY | NIGHT OF CHAMPIONS | $10,000 | N/A |
| FESTIC-ALL CHARLESTON WV | |||||||
| 108 1/2 CAPITOL STREET 201 | CHARLESTON | WV | 25301 | PUBLIC CHARITY | ART WALK | $1,750 | |
| FLINN ELEMENTARY SCHOOL | |||||||
| 2006 MCCLIRE PARKWAY | CHARLESTON | WV | 25312 | PUBLIC CHARITY | FLYERS ROBOTICS | $5,000 | |
| GEORGE C WEIMER ELEMENTARY SCHOOL | |||||||
| 3040 KANAWHA TERRACE STREET | ALBANS | WV | 25177 | PUBLIC CHARITY | WALKING TRACK AND SECURITY LIGHTS | $5,000 | |
| GFWC BRIDGEPORT JR WOMAN'S CLUB | |||||||
| PO BOX 932 | BRIDGEPORT | WV | 26330 | PUBLIC CHARITY | 3RD ANNUAL BLACK TIE GALA | $500 | |
| GOODWILL INDUSTRIES OF KANAWHA VALLEY INC | |||||||
| 209 VIRGINIA STREET W | CHARLESTON | WV | 25302 | PUBLIC CHARITY | 2023 GOODWILL ANNUAL DINNER | $5,000 | |
| HABITAT FOR HUMANITY INTERNATIONAL INC | |||||||
| 1310 L ST NW | WASHINGTON | DC | 20005 | PUBLIC CHARITY | HOMEOWNERSHIP PROGRAM | $5,000 | |
| HAYES MIDDLE SCHOOL | |||||||
| 830 STRAWBERRY ROAD | ST ALBANS | WV | 25177 | PUBLIC CHARITY | PURCHASE NEW UNIFORMS FOR FOOTBALL, BASKETBALL AND SOFTBALL | $2,500 | N/A |
| HOLZ ELEMENTARY SCHOOL | |||||||
| 1505 HAMPTON ROAD | CHARLESTON | WV | 25314 | PUBLIC CHARITY | GENERAL PURPOSES | $10,000 | |
| IGNITE HOMESCHOOL SPORTS | |||||||
| 65 CHASE PARK | HURRICANE | WV | 25526 | PUBLIC CHARITY | BASKETBALL SEASON | $1,000 | N/A |
| KANAWHA RIVER WILDCATS | |||||||
| PO BOX 2031 | CHARLESTON | WV | 25327 | PUBLIC CHARITY | HELP PURCHASE AND MAINTAIN FLEET BIKES AND ASSIST WITH TRAVEL EXPENSES | $1,000 | |
| KANAWHA VALLEY SOCCER LEAGUE INC | |||||||
| PO BOX 864 | SCOTT DEPOT | WV | 25560 | PUBLIC CHARITY | PURCHASE NEW UNIFORMS | $5,000 | |
| KIDS CHANCE OF WEST VIRGINIA INC | |||||||
| PO BOX 11283 | CHARLESTON | WV | 25339 | PUBLIC CHARITY | KIDS CHANCE GOLF TOURNAMENT "SWING FORE KIDS EDUCATION" | $5,000 | N/A |
| LIBRARY FOUNDATION OF KANAWHA COUNTY INC | |||||||
| 123 CAPITOL STREET | CHARLESTON | WV | 25301 | PUBLIC CHARITY | SUPPORT AND RAISE PUBLIC AWARENESS REGARDING BOTH THE VALUE OF AND NEEDS OF PUBLIC LIBRARIES | $2,000 | N/A |
| LOW COUNTY FOOD BANK INC | |||||||
| 1 GUESS DRIVE | YEMASSEE | SC | 29945 | PUBLIC CHARITY | FIGHT AGAINST HUNGER | $1,000 | |
| MAKE-A-WISH FOUNDATION OF GREATER PENNSYLVANIA AND WEST VIRGINIA | |||||||
| 707 GRANT STREET 37TH FLOOR | PITTSBURGH | PA | 15219 | PUBLIC CHARITY | PROVIDE WISHES TO CHILDREN WHO HAVE BEEN DIAGNOSED WITH LIFE-THREATENING MEDICAL CONDITIONS AND WISHMAKER PROGRAM | $10,000 | N/A |
| MARSHALL UNIVERSITY FOUNDATION INC | |||||||
| 519 JOHN MARSHALL DRIVE | HUNTINGTON | WV | 25703 | PUBLIC CHARITY | UDITORIUM FOR BRAD D SMITH CENTER FOR BUSINESS AND INNOVATION | $450,000 | N/A |
| MEDBROOK CHILDREN'S CHARITY INC | |||||||
| 120 MEDICAL PARK DRIVE | BRIDGEPORT | WV | 26330 | PUBLIC CHARITY | UNDERPRIVILIGED CHILDREN | $25,000 | N/A |
| MOUNTAIN MISSION INC | |||||||
| 1620 7TH AVENUE | CHARLESTON | WV | 25387 | PUBLIC CHARITY | CHRISTMAS BASKET FOOD PROGRAM | $3,500 | N/A |
| MOUNTAIN STATE FOREST FESTIVAL ASSOCIATION | |||||||
| 101 LOUGH STREET | ELKINS | WV | 26241 | PUBLIC CHARITY | KIDS DAY AT THE FESTIVAL EVENT | $2,500 | |
| NEW BEGINNINGS RESOURCE CENTER | |||||||
| 307 BROAD STREET | SUMMERSVILLE | WV | 26651 | PUBLIC CHARITY | INFANT CARE PRODUCTS, FEMALE HYGIENCE PRODUCTS, GENERAL HYGIENE PRODUCTS | $2,500 | |
| NORTH CENTRAL WEST VIRGINIA COALITION FOR THE HOMELESS | |||||||
| PO BOX 2022 | CLARKSBURG | WV | 26301 | PUBLIC CHARITY | END HOMELESSNESS AND SERVE THOSE WHOE ARE EXPERIENCING HOMELESSNESS | $2,500 | N/A |
| OHIO STATE UNIVERSITY FOUNDATION | |||||||
| 281 W LANE AVE | COLUMBUS | OH | 43210 | PUBLIC CHARITY | PELOTONIA | $25,000 | N/A |
| ON EAGLE'S WINGS INC | |||||||
| 1221 CHAPEL HILL DRIVE | MISHAWAKA | IN | 46545 | PUBLIC CHARITY | TIME TO SHINE HORSE SHOW | $2,500 | |
| OPERATION HOMEFRONT INC | |||||||
| 1355 CENTRAL PARKWAY S STE 100 | SAN ANTONIO | TX | 78232 | PUBLIC CHARITY | BACK TO SCHOOL BRIGADE | $1,500 | N/A |
| PHILANTHROPY OF WEST VIRGINIA | |||||||
| 191 SCOTT AVE | MORGANTOWN | WV | 26508 | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 | |
| RACINE VOLUNTEER FIRE DEPARTMENT | |||||||
| 400 VOLUNTEER STREET | RACINE | WV | 25165 | PUBLIC CHARITY | CPR TRAINING MANNEQUINGS. AED, STOP BLEED KITS | $3,000 | |
| RECOVERY GROUP OF SOUTHERN WEST VIRGINIA | |||||||
| 1112 ENTERPRISE DRIVE | LOGAN | WV | 25601 | PUBLIC CHARITY | RALLY FOR RECOVERY EVENT | $2,500 | N/A |
| RECOVERY POINT OF HUNTINGTON INC | |||||||
| 900 20TH STREET | HUNTINGTON | WV | 25703 | PUBLIC CHARITY | PROVIDING HOPE AND TOOLS FOR RECOVERY TO HELP INDIVIDUALS | $10,000 | N/A |
| RED AND BLACK ATHLETIC CLUB | |||||||
| 612 MACCORKLE AVE | ST ALBANS | WV | 25177 | PUBLIC CHARITY | IMPROVING EDUCATIONAL AND ATHLETIC NEEDS OF YOUTH IN ST. ALBANS | $20,000 | |
| RIVERSIDE HIGH SCHOOL | |||||||
| 1 WARRIOR WAY | BELLE | WV | 25015 | PUBLIC CHARITY | WORLD RADC COMPETITION IN TEXAS | $4,000 | |
| ROANE GENERAL HOSPITAL FOUNDATION INC | |||||||
| 200 HOSPITAL DRIVE | SPENCER | WV | 25276 | PUBLIC CHARITY | PRESCRIPTION FOR YOUR HEALTH PROGRAM | $100,000 | |
| RONALD MCDONALD HOUSE CHARITIES OF PITTSBURGH AND MORGANTOWN INC | |||||||
| 841 COUNTRY CLUB DRIVE | MORGANTOWN | WV | 26505 | PUBLIC CHARITY | MISSION TO PROVIDE FAMILIES A PLACE TO STAY WHILE KIDS RECEIVE MEDICAL CARE | $2,500 | |
| SAINT ALBANS HIGH SCHOOL | |||||||
| 2100 KANAWHA TERRACE STREET | ALBANS | WV | 25177 | PUBLIC CHARITY | DECA TRIP EXPENSES | $2,500 | |
| SHAWNEE PARK FOUNDATION | |||||||
| 375 HENRY HOPPY SHORES DR | CHARLESTON | WV | 25301 | PUBLIC CHARITY | REDEVELOPMENT | $200,000 | N/A |
| SHEPHERDSTOWN PUBLIC LIBRARY FOUNDATION | |||||||
| 145 HIGBEE LANE | SHEPHERDSTOWN | WV | 25443 | PUBLIC CHARITY | SHEPHERDSTOWN PUBLIC LIBRARY HABITAT GARDEN | $2,500 | |
| SPECIAL OLYMPICS WEST VIRGINIA INC | |||||||
| 3055 MOUNT VERNON ROAD | HURRICANE | WV | 25526 | PUBLIC CHARITY | GENERAL PURPOSES | $2,000 | |
| SPORTABLE | |||||||
| 1365 OVERBROOK ROAD SUITE 2 | RICHMOND | VA | 23220 | PUBLIC CHARITY | SUPPORT ""I AM AN ATHLETE"" SPORTS PROGRAM | $25,000 | N/A |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL INC | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | PUBLIC CHARITY | COLUMBUS WALK RUN | $10,000 | N/A |
| ST MARY'S MEDICAL CENTER FOUNDATION | |||||||
| 1050 LINDEN AVE | LONG BEACH | CA | 90813 | PUBLIC CHARITY | HYBRID OR EQUIPMENT PURCHASE | $250,000 | |
| STATE FAIR OF WEST VIRGINIA | |||||||
| 947 MAPLEWOOD AVE | LEWISBURG | WV | 24901 | PUBLIC CHARITY | WV YOUTH LIVESTOCK EXHIBIT | $1,000 | |
| UNION MISSION MINISTRIES | |||||||
| PO BOX 112 | CHARLESTON | WV | 25321 | PUBLIC CHARITY | DRUMSTICK DASH 5K | $1,000 | N/A |
| UNITED HEALTH FOUNDATION INC | |||||||
| 327 MEDICAL PARK DRIVE | BRIDGEPORT | WV | 26330 | PUBLIC CHARITY | PRO AM GOLF TOURNAMENT | $10,000 | |
| UNITED WAY OF CENTRAL WEST VIRGINIA INC | |||||||
| ONE UNITED WAY SQUARE | CHARLESTON | WV | 25301 | PUBLIC CHARITY | DAY OF CARING 2022 | $10,000 | |
| UNIVERSITY OF CHARLESTON | |||||||
| 2300 MACCORKLE AVE SE | CHARLESTON | WV | 25304 | PUBLIC CHARITY | MASTER OF SCIENCE OCCUPATIONAL THERAPY PROGRAM | $130,000 | |
| WEST VIRGINIA BROADCASTERS ASSOCIATION | |||||||
| 140 7TH AVE | CHARLESTON | WV | 25303 | PUBLIC CHARITY | GENERAL PURPOSES | $3,000 | |
| WEST VIRGINIA CHILD ADVOCACY NETWORK | |||||||
| 601 MORRIS ST | CHARLESTON | WV | 25301 | PUBLIC CHARITY | VARIOUS PROGRAMS AND OPERATIONAL COSTS | $200,000 | N/A |
| WEST VIRGINIA GAME CHANGERS INC | |||||||
| 420 MARION SQUARE STE 101 | FAIRMONT | WV | 26554 | PUBLIC CHARITY | 3 YEAR CURRICULUM FOR PREVENTION AND EDUCATION IN WV SCHOOLS IN PARTNERSHIP WITH HAZELTON BETTY FORD FOUNDATION | $15,000 | |
| WEST VIRGINIA GOLF ASSOCIATION | |||||||
| 1 FRANCES P JORDAN WAY | CHARLESTON | WV | 25302 | PUBLIC CHARITY | FIRST TEE SCHOOL PROGRAM | $5,000 | |
| WEST VIRGINIA HELPING HANDS | |||||||
| 106 1ST AVE | BECKLEY | WV | 25801 | PUBLIC CHARITY | PURCHASE KITCHEN EQUIPMENT FOR HOMELESS SHELTER KITCHEN | $5,000 | |
| WEST VIRGINIA INDEPENDENT COLLEGES AND UNIVERSITIES INC | |||||||
| PO BOX 7058 | CHARLESTON | WV | 25356 | PUBLIC CHARITY | CIRCLE OF SCHOLARSHIP PROGRAM | $7,500 | |
| WEST VIRGINIA STATE UNIVERSITY FOUNDATION | |||||||
| 100 BARRON DRIVE | INSTITUTE | WV | 25112 | PUBLIC CHARITY | ATHLETIC TEAMS, TRAINING, AND COMPETITION SUPPORT | $10,000 | N/A |
| WESTMINISTER AT WADE INC | |||||||
| PO BOX 777 | BLUEFIELD | WV | 24701 | PUBLIC CHARITY | FOOD BAGS | $1,000 | |
| WHEELING SYMPHONY SOCIETY INC | |||||||
| 1025 MAIN STREET 620 | WHEELING | WV | 26003 | PUBLIC CHARITY | HOLIDAY CONCERT | $5,000 | N/A |
| WVU FOUNDATION | |||||||
| ONE WATERFRONT PLACE | MORGANTOWN | WV | 26501 | PUBLIC CHARITY | ENCOVA CENTER FOR INNOVATION AND ENTREPRENEURSHIP | $330,000 | N/A |
| YOUTH SERVICES SYSTEM INC | |||||||
| PO BOX 6041 | WHEELING | WV | 26003 | PUBLIC CHARITY | SPIRIT OF THE VALLEY PROGRAM | $5,000 | N/A |
| YWCA OF CHARLESTON WV | |||||||
| 1426 KANAWHA BLVD EAST | CHARLESTON | WV | 25301 | PUBLIC CHARITY | REPLACING NETWORK IN SOJOURNER'S SHELTER | $152,500 | N/A |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,195,160 | 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 | $143,477 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,009,511 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $582 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,246 | ExclusionAmt |
| Related Or Exempt Function Incm | $98,982 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,155,816 | ExclusionAmt |
| Related Or Exempt Function Incm | $98,982 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,254,798 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | SALES OF INVESTMENT SECURITIES | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ENCOVA MUTUAL INSURANCE COMPANY | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 QUARRIER STREET | AddressLine1Txt |
| City | CHARLESTON | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 25301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,500,000 | 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 | $22,382 | Amt |
| Net Investment Income | $22,382 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $42,897,618 | BookValueAmt |
| EOYFMV | $44,786,390 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AMORTIZATION | Desc |
| Revenue And Expenses Per Books | $23,520 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $23,520 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $582 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $582 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $582 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS/LOSSES ON INVESTMENTS | Desc |
| Amt | $1,269,337 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| PENDING SETTLEMENT | $1,015 | $33,521 |
| FOREIGN TAX PAYABLE | $0 | $833 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $250,419 | Amt |
| Net Investment Income | $250,419 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INCOME TAXES | $152,501 | $0 | $0 |
| FOREIGN TAXES PAID | $59,364 | $59,364 | $0 |
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