ENCOVA FOUNDATION OF WEST VIRGINIA: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ENCOVA FOUNDATION OF WEST VIRGINIA (EIN 80-0772825)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202203189349101725
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- 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 | 2022-11-14T09:22:51-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 25329 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | 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 | 2022-11-10 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DOLORES ROSE | PreparerPersonNm |
| PTIN | P01286262 | PTIN |
| Phone | 3043460441 | PhoneNum |
| Preparation | 2022-11-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $59,975,372 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $119,930 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $119,930 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $848,197 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $848,197 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,861,955 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $18,754,668 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,861,955 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $85,361 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $85,361 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,915,443 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,915,443 | 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 | $20,355 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $20,355 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $288,047 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $288,047 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $29,141 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $29,141 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $90,404 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $90,404 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $427,947 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $427,947 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,074,099 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,074,099 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,502,046 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $427,947 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,074,099 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,413,397 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,487,496 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $1,408,768 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,818,422 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,818,422 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $69,208 | AcctRcvblAmt |
| Acct Rcvbl BOY | $75,103 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $69,208 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $69,208 | AcctRcvblEOYFMVAmt |
| Grants Receivable BOY | $1,000,000 | GrantsReceivableBOYAmt |
| Grants Receivable EOY | $2,500,000 | GrantsReceivableEOYAmt |
| Grants Receivable EOYFMV | $2,500,000 | GrantsReceivableEOYFMVAmt |
| Other Investments BOY | $50,587,507 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $42,076,003 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $54,587,742 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $53,071,380 | TotalAssetsBOYAmt |
| Total Assets EOY | $47,463,633 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $59,975,372 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $3,180,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $3,525,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | -$5,584 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,015 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $3,174,416 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,526,015 | 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 | $49,896,964 | RetainedEarningBOYAmt |
| Retained Earning EOY | $43,937,618 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $49,896,964 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $43,937,618 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $53,071,380 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $47,463,633 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $49,896,964 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,413,397 | ExcessRevenueOverExpensesAmt |
| Other Increases | $860,014 | OtherIncreasesAmt |
| Subtotal | $54,170,375 | SubtotalAmt |
| Other Decreases | $10,232,757 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $43,937,618 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $6,979,436 | $6,320,300 | $659,136 | $659,136 |
| PUBLICLY TRADED SECURITIES | P | $11,775,232 | $7,572,413 | $4,202,819 | $4,202,819 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,861,955 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $76,276 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $76,276 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $76,276 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $29,600 | 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 | $29,600 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $284 | EsPenaltyAmt |
| Tax Due | $46,960 | TaxDueAmt |
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 | AMY KUHLMAN | 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 |
|---|---|---|---|---|---|---|---|---|
| GREGORY A BURTON | ||||||||
| 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 | $52,041,836 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,789,393 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $54,831,229 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $54,831,229 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $822,468 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $54,008,761 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,700,438 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,700,438 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $76,276 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $76,276 | TotalTaxAmt |
| Distributable Before Adj | $2,624,162 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,624,162 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,624,162 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,074,099 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,074,099 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,624,162 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $6,619,667 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,484,772 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,981,404 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $94,236 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $10,180,079 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,074,099 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,074,099 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $550,063 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $550,063 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $9,630,016 | 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 | $6,069,604 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,560,412 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,484,772 | ExcessFromYear4Amt |
| Excess From Year3 | $1,981,404 | ExcessFromYear3Amt |
| Excess From Year2 | $94,236 | ExcessFromYear2Amt |
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 (73 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AFL-CIO APPALACHIAN COUNCIL | |||||||
| 501 LEON SULLIVAN WAY | CHARLESTON | WV | 25301 | N/A | PUBLIC CHARITY | PROVIDE LIFE CHANGING EDUCATIONAL AND CAREER DEVELOPMENT | $1,500 |
| AMERICAN FOUNDATION FOR SUICIDE PREVENTION | |||||||
| 114 WASHINGTON AVENUE | CHARLESTON | WV | 25302 | N/A | PUBLIC CHARITY | CHARLESTON OUT OF THE DARKNESS WALK TO FIGHT SUICIDE | $1,000 |
| AMERICAN HEART ASSOCIATION | |||||||
| 162 COURT ST | CHARLESTON | WV | 21502 | N/A | PUBLIC CHARITY | 2021 CHARLESTON HEART WALK | $5,000 |
| AMERICAN RED CROSS | |||||||
| 113 LAKEVIEW DRIVE | CHARLESTON | WV | 25313 | N/A | PUBLIC CHARITY | PROVIDE LIFE SAVING BLOOD | $10,000 |
| BIBLE CENTER CHURCH | |||||||
| 100 BIBLE CENTER DRIVE | CHARLESTON | WV | 25309 | N/A | PUBLIC CHARITY | BIBLE CENTER PRESCHOOL PROGRAM | $10,000 |
| BOY SCOUTS OF AMERICA | |||||||
| 2829 KANAWHA BLVD EAST | CHARLESTON | WV | 25311 | N/A | PUBLIC CHARITY | SCOUTING SUPPORT | $15,000 |
| CAPITAL CITY BANDITS ATHELTICS INC | |||||||
| 6006 MEADOW LARK LN | CHARLESTON | WV | 25312 | N/A | PUBLIC CHARITY | PROMOTE TEAMWORK, LEADERSHIP, EDUCATION THRU YOUTH SPORTS | $1,000 |
| CAPITAL MIDWESTERN LITTLE LEAGUE BASEBALL INC | |||||||
| PO BOX 6531 | CHARLESTON | WV | 25362 | N/A | PUBLIC CHARITY | PURCHASE PORTABLE MOUND | $1,538 |
| CHARLESTON MAIN STREETS INC | |||||||
| 428-A SHREWSBURY STREET | CHARLESTON | WV | 25301 | N/A | PUBLIC CHARITY | GENERAL ORGANIZATION SUPPORT AND PROJECT IMPLEMENTATION | $13,500 |
| CHILDHOOD LANGUAGE CENTER | |||||||
| 1313 QUARRIER STREET | CHARLESTON | WV | 25301 | N/A | PUBLIC CHARITY | SPEECH AND LANGUAGE THERAPY TO CHILDREN | $10,000 |
| COAL RIVER GROUP | |||||||
| PO BOX 363 | SAINT ALBANS | WV | 25177 | N/A | PUBLIC CHARITY | TOUR DE COAL EVENT | $3,500 |
| COMMUNITY AUTISM RESOURCES AND EDUCATION SYSTEM | |||||||
| 65 CHASE PARK | HURRICANE | WV | 25526 | N/A | PUBLIC CHARITY | CARES - AU SOME GOLF TOURNAMENT | $1,500 |
| COMMUNITY NETWORKS INC | |||||||
| 216 E JOHN STREET | MARTINSBURG | WV | 25401 | N/A | PUBLIC CHARITY | SAFETY NET TO EMPOWER INDIVIDUALS TO BE SELD SUFFICENT MEMBERS OF COMMUNITY | $2,500 |
| DAVIS-STUART INC | |||||||
| 163 COTTAGE DRIVE | LEWISBURG | WV | 24901 | N/A | PUBLIC CHARITY | UPDATE FIRE SAFETY SYSTEM | $2,500 |
| DAYMARK | |||||||
| 1592 WASHINGTON STREET EAST SUITE 2 | CHARLESTON | WV | 25311 | N/A | PUBLIC CHARITY | FOOD AND ASSISTANCE TO YOUTH IN THE COMMUNITY | $3,500 |
| DISABILITY ACTION CENTER INC | |||||||
| 102 BENONI AVENUE | FAIRMONT | WV | 26554 | N/A | PUBLIC CHARITY | DAC CAMP CAN-DO EVENT | $1,000 |
| DUNBAR PRIMARY CENTER | |||||||
| 2401 MYERS AVENUE | DUNBAR | WV | 25064 | N/A | PUBLIC CHARITY | SUPPORT TO STUDENTS WITH DEVELOPMENT DELAYS AND TRAUMA EXPOSURE | $400 |
| EAST BANK HIGH SCHOOL ALUMNI ASSOCIATION | |||||||
| PO BOX 123 | MIAMI | WV | 25134 | N/A | PUBLIC SCHOOL | SALLIE PAT TACKETT SCHOLARSHIP FUND | $10,000 |
| FAITH IN ACTION OF THE GREATER KANAWHA VALLEY INC | |||||||
| PO BOX 11623 | CHARLESTON | WV | 25339 | N/A | PUBLIC CHARITY | PEDAL WITH PURPOSE 60+ MILE CHALLENGE | $1,000 |
| FAMILY REFUGE CENTER | |||||||
| PO BOX 249 | LEWISBURG | WV | 24901 | N/A | PUBLIC CHARITY | TO PROVIDE SERVICES TO VICTIMS OF ABUSE | $2,500 |
| FELLOWSHIP OF CHRISTIAN ATHLETICS | |||||||
| 8701 LEEDS ROAD | KANSAS CITY | MO | 64129 | N/A | PUBLIC CHARITY | NIGHT OF CHAMPIONS | $5,000 |
| FUNDS FOR THE ARTS INC | |||||||
| 803 QUARRIER STREET SUITE 100 | CHARLESTON | WV | 25301 | N/A | PUBLIC CHARITY | EQUIPMENT/SOFTWARE TO STREAMLINE ANNUAL FUNDRAISING PROCESSES | $2,500 |
| GOLDEN GIRL GROUP HOME | |||||||
| PO BOX 876/999 B STREET | CEREDO | WV | 25507 | N/A | PUBLIC CHARITY | GOLDEN MINDS CENTER FOR LEARNING AND DEVELOPMENT | $2,000 |
| GREATER KANAWHA VALLEY FOUNDATION | |||||||
| PO BOX 3041 | CHARLESTON | WV | 25301 | N/A | PUBLIC CHARITY | CELEBRATION STATION II EVENT | $10,000 |
| HAYES MIDDLE SCHOOL | |||||||
| 830 STRAWBERRY ROAD | ST ALBANS | WV | 25177 | N/A | PUBLIC CHARITY | PURCHASE NEW UNIFORMS FOR FOOTBALL, BASKETBALL AND SOFTBALL | $3,750 |
| HUNTINGTON DANCE THEATRE | |||||||
| 825 4THE AVENUE | HUNTINGTON | WV | 25701 | N/A | PUBLIC CHARITY | REPLCE STUDIO FLOOR | $1,000 |
| IGNITE HOMESCHOOL SPORTS | |||||||
| 65 CHASE PARK | HURRICANE | WV | 25526 | N/A | PUBLIC CHARITY | BASKETBALL SEASON | $1,000 |
| KIDS' CHANCE OF PENNSYLVANIA | |||||||
| 1231 HIGHLAND AVENUE | FORT WASHINGTON | PA | 19034 | N/A | PUBLIC CHARITY | SCHOLARSHIPS FOR PA CHILDREN OF INJURED WORKERS | $1,500 |
| KIDS CHANCE OF WEST VIRGINIA INC | |||||||
| PO BOX 11283 | CHARLESTON | WV | 25339 | N/A | PUBLIC CHARITY | KIDS CHANCE GOLF TOURNAMENT "SWING FORE KIDS EDUCATION" | $5,000 |
| KNIGHTS OF COLUMBUS | |||||||
| 1024 QUARRIER STREET | CHARLESTON | WV | 25301 | N/A | PUBLIC CHARITY | FOOD PASKING EVENT | $1,000 |
| LIBRARY FOUNDATION OF KANAWHA COUNTY INC | |||||||
| 123 CAPITOL STREET | CHARLESTON | WV | 25301 | N/A | PUBLIC CHARITY | SUPPORT AND RAISE PUBLIC AWARENESS REGARDING BOTH THE VALUE OF AND NEEDS OF PUBLIC LIBRARIES | $1,000 |
| LILY'S PLACE INC | |||||||
| 1320 7TH AVENUE | HUNTINGTON | WV | 25701 | N/A | PUBLIC CHARITY | INFANT DRUG EXPOSURE AND SOUNSELING TO FAMILIES | $25,000 |
| MAKE-A-WISH FOUNDATION OF GREATER PENNSYLVANIA AND WEST VIRGINIA | |||||||
| 707 GRANT STREET 37TH FLOOR | PITTSBURGH | PA | 15219 | N/A | PUBLIC CHARITY | PROVIDE WISHES TO CHILDREN WHO HAVE BEEN DIAGNOSED WITH LIFE-THREATENING MEDICAL CONDITIONS AND WISHMAKER PROGRAM | $12,200 |
| MARSHALL UNIVERSITY FOUNDATION INC | |||||||
| 519 JOHN MARSHALL DRIVE | HUNTINGTON | WV | 25703 | N/A | PUBLIC CHARITY | UDITORIUM FOR BRAD D SMITH CENTER FOR BUSINESS AND INNOVATION | $450,000 |
| MEDBROOK CHILDREN'S CHARITY INC | |||||||
| 120 MEDICAL PARK DRIVE | BRIDGEPORT | WV | 26330 | N/A | PUBLIC CHARITY | UNDERPRIVILIGED CHILDREN | $25,000 |
| MOUNTAIN MISSION INC | |||||||
| 1620 7TH AVENUE | CHARLESTON | WV | 25387 | N/A | PUBLIC CHARITY | CHRISTMAS BASKET FOOD PROGRAM | $7,500 |
| MOUNTAINEER CLAY CRUSHERS SCTP TEAM 11937 | |||||||
| 8030 POCAHONTAS TRAIL | WHITE SULPHUR SPRINGS | WV | 24986 | N/A | PUBLIC CHARITY | ADA COMPLIANT TRAP, SKEET, AND FIVE STAND SHOOTING FACILITIES | $100,000 |
| NATIONAL SOCIETY OF COLONIAL DAMES OF AMERICA | |||||||
| 2715 Q STREET NW | WASHINGTON | DC | 20007 | N/A | PUBLIC CHARITY | MARK TWAIN COMES TO WEST VIRGINIA EVENT | $10,000 |
| NORTH CENTRAL WEST VIRGINIA COALITION FOR THE HOMELESS | |||||||
| PO BOX 2022 | CLARKSBURG | WV | 26301 | N/A | PUBLIC CHARITY | END HOMELESSNESS AND SERVE THOSE WHOE ARE EXPERIENCING HOMELESSNESS | $2,500 |
| OHIO STATE UNIVERSITY FOUNDATION | |||||||
| 281 W LANE AVE | COLUMBUS | OH | 43210 | N/A | PUBLIC CHARITY | PELOTONIA | $25,000 |
| OPERATION HOMEFRONT INC | |||||||
| 1355 CENTRAL PARKWAY S STE 100 | SAN ANTONIO | TX | 78232 | N/A | PUBLIC CHARITY | BACK TO SCHOOL BRIGADE | $1,250 |
| POCA MIDDLE SCHOOL | |||||||
| 1 DOT WAY | POCA | WV | 25159 | N/A | PUBLIC SCHOOL | PURCHASE TUMBLING MATS AND UNIFORMS | $1,500 |
| RADFORD UNIVERSITY FOUNDATION INC | |||||||
| 801 E MAIN STREET | RADFORD | VA | 24142 | N/A | PUBLIC CHARITY | PROVIDE SCHOLARSHIP SUPPORT TO ASSIST STUDENTS IN OBTAINING COLLEGE DEGREE | $5,000 |
| RECOVERY GROUP OF SOUTHERN WEST VIRGINIA | |||||||
| 1112 ENTERPRISE DRIVE | LOGAN | WV | 25601 | N/A | PUBLIC CHARITY | RALLY FOR RECOVERY EVENT | $1,000 |
| RECOVERY POINT OF HUNTINGTON INC | |||||||
| 900 20TH STREET | HUNTINGTON | WV | 25703 | N/A | PUBLIC CHARITY | PROVIDING HOPE AND TOOLS FOR RECOVERY TO HELP INDIVIDUALS | $5,000 |
| RIVERSIDE YOUTH BASKETBALL LEAGUE | |||||||
| 1 WARRIER WAY | BELLE | WV | 25015 | N/A | PUBLIC SCHOOL | 2021 YOUTH BASKETBALL SEASON | $1,000 |
| RONALD MCDONALD HOUSE CHARITIES OF SOUTHERN WEST VIRGINIA | |||||||
| 910 PENNSYLVANIA AVENUE | CHARLESTON | WV | 25302 | N/A | PUBLIC CHARITY | 5TH AND FINAL INSTALLMENT FOR BUILDING OF NEW HOUSE | $200,000 |
| RUFFNER ELEMENTARY SCHOOL | |||||||
| 809 LITZ DRIVE | CHARLESTON | WV | 25311 | N/A | PUBLIC CHARITY | 5TH GRADE TRIP TO PIGEON FORGE, TN | $2,000 |
| SHAWNEE PARK FOUNDATION | |||||||
| 375 HENRY HOPPY SHORES DR | CHARLESTON | WV | 25301 | N/A | PUBLIC CHARITY | REDEVELOPMENT | $200,000 |
| SISSIONVILLE HIGH SCHOOL | |||||||
| 6100 SISSONVILLE DRIVE | CHARLESTON | WV | 25312 | N/A | PUBLIC CHARITY | AFTER GRADUATION CELEBRATION FOR SENIORS | $1,500 |
| SOUTH HILLS YOUTH FOOTBALL ASSOCIATION | |||||||
| 5165 COAL RIVER ROAD | TORNADO | WV | 25202 | N/A | PUBLIC CHARITY | SCHOLARSHIPS FOR FAMILIES TO AFFORD FOOTBALL/CHEER | $500 |
| SPORTABLE | |||||||
| 1365 OVERBROOK ROAD SUITE 2 | RICHMOND | VA | 23220 | N/A | PUBLIC CHARITY | SUPPORT ""I AM AN ATHLETE"" SPORTS PROGRAM | $25,000 |
| ST AGNES CHURCH | |||||||
| 4807 STAUNTON AVE SE | CHARLESTON | WV | 25304 | N/A | PUBLIC CHARITY | COMMON GROUND WV FOOD BANK | $50,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL INC | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | N/A | PUBLIC CHARITY | COLUMBUS WALK RUN | $7,500 |
| STATE OF WEST VIRGINIA UNIVERSITY | |||||||
| 1 WATERFRONT PLACE | MORGANTOWN | WV | 26501 | N/A | PUBLIC CHARITY | WEST VIRGINIA ENTREPRENEURSHIP ECOSYSTEM CONFERENCE | $5,000 |
| THE EDUCATION ALLIANCE-BUSINESS AND COMMUNITY FOR PUBLIC SCHOOL INC | |||||||
| 803 QUARRIER STREET | CHARLESTON | WV | 25301 | N/A | PUBLIC CHARITY | CAPTERTON CENTER FOR SCHOOL AND BUSINESS PARTNERSHIPS | $50,000 |
| THE PANTRY PLUS MORE INC | |||||||
| 9 ROUSCH DRIVE | MORGANTOWN | WV | 26501 | N/A | PUBLIC CHARITY | ELIMINATE CHILDHOOD HUNGER | $2,500 |
| TRI COUNTY YMCA INC | |||||||
| PO BOX 737 | SCOTT DEPOT | WV | 25560 | N/A | PUBLIC CHARITY | SUPPORT SUMMER DAY CAMP | $1,500 |
| UNION MISSION MINISTRIES | |||||||
| PO BOX 112 | CHARLESTON | WV | 25321 | N/A | PUBLIC CHARITY | DRUMSTICK DASH 5K | $1,000 |
| UNITED HEALTH FOUNDATION INC | |||||||
| 9900 BREN ROAD EAST | MINNETONKA | MN | 55343 | N/A | PUBLIC CHARITY | UNITED HOSPITAL CENTER PRO-AM GOLF TOURNAMENT | $10,000 |
| WATKINS MEMORIAL ATHELTIC ASSOCIATION INC | |||||||
| 14009 SUNLADEN DRIVE | REYNOLDSBURG | OH | 43068 | N/A | PUBLIC CHARITY | PROVIDE RESOURCES FOR ATHLETIC PROGRAMS AT WATKINS MEMORIAL HIGH SCHOOL | $500 |
| WEBSTER COUNTY MEMORIAL HOSPITAL | |||||||
| 324 MILLER MOUNTAIN ROAD | WEBSTER SPRINGS | WV | 26288 | N/A | PUBLIC CHARITY | EKG EQUIPMENT CROWN CLINIC | $7,711 |
| WEST VIRGINIA BREAST HEALTH INITIATIVE | |||||||
| PO BOX 6623 | CHARLESTON | WV | 25302 | N/A | PUBLIC CHARITY | ROCK IT RIBBON CHALLENGE | $3,750 |
| WEST VIRGINIA BROADCASTERS ASSOCIATION | |||||||
| PO BOX 8499 SOUTH | CHARLESTON | WV | 25303 | N/A | PUBLIC CHARITY | WVBA ANNUAL MEETING | $3,000 |
| WEST VIRGINIA CHILD ADVOCACY NETWORK | |||||||
| 601 MORRIS ST | CHARLESTON | WV | 25301 | N/A | PUBLIC CHARITY | VARIOUS PROGRAMS AND OPERATIONAL COSTS | $200,000 |
| WEST VIRGINIA HEALTH RIGHT INC | |||||||
| 1520 WASHINGTON STREET EAST | CHARLESTON | WV | 25311 | N/A | PUBLIC CHARITY | COVID 19 VACCINATION AND TESTING | $5,000 |
| WEST VIRGINIA INDEPENDENT COLLEGES AND UNIVERSITIES INC | |||||||
| 1411 VIRGINIA ST E SUITE 100 | CHARLESTON | WV | 25301 | N/A | PUBLIC CHARITY | CIRCLE OF VISION SCHOLARSHIP PROGRAM | $7,500 |
| WEST VIRGINIA STATE UNIVERSITY FOUNDATION | |||||||
| 100 BARRON DRIVE | INSTITUTE | WV | 25112 | N/A | PUBLIC SCHOOL | ATHLETIC TEAMS, TRAINING, AND COMPETITION SUPPORT | $105,000 |
| WHEELING SYMPHONY SOCIETY INC | |||||||
| 1025 MAIN STREET 620 | WHEELING | WV | 26003 | N/A | PUBLIC CHARITY | HOLIDAY CONCERT | $5,000 |
| WVU FOUNDATION | |||||||
| ONE WATERFRONT PLACE | MORGANTOWN | WV | 26501 | N/A | PUBLIC SCHOOL | ENCOVA CENTER FOR INNOVATION AND ENTREPRENEURSHIP | $330,000 |
| YOUNG MENS CHRISTIAN ASSN OF CHARLESTON AND THE KANAWHA VALLEY | |||||||
| 100 YMCA DRIVE | CHARLESTON | WV | 25311 | N/A | PUBLIC CHARITY | SPIRIT OF THE VALLEY PROGRAM | $10,000 |
| YOUTH SERVICES SYSTEM INC | |||||||
| PO BOX 6041 | WHEELING | WV | 26003 | N/A | PUBLIC CHARITY | SPIRIT OF THE VALLEY PROGRAM | $5,000 |
| YWCA OF CHARLESTON WV | |||||||
| 1426 KANAWHA BLVD EAST | CHARLESTON | WV | 25301 | N/A | PUBLIC CHARITY | REPLACING NETWORK IN SOJOURNER'S SHELTER | $32,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,074,099 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOY SCOUTS OF AMERICA | |||||||
| 2829 KANAWHA BLVD EAST | CHARLESTON | WV | 25311 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $30,000 |
| MARSHALL UNIVERSITY FOUNDATION | |||||||
| 519 JOHN MARSHALL DRIVE | HUNTINGTON | WV | 25703 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,350,000 |
| SHAWNEE PARK FOUNDATION | |||||||
| 375 HENRY HOPPY SHORES DR | CHARLESTON | WV | 25301 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $400,000 |
| SPORTABLE | |||||||
| 1365 OVERBROOK ROAD SUITE 2 | RICHMOND | VA | 23220 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $25,000 |
| WEST VIRGINIA CHILD ADVOCACY NETWORK | |||||||
| 601 MORRIS ST | CHARLESTON | WV | 25301 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $300,000 |
| WV STATE UNIVERSITY | |||||||
| PO BOX 6025 | MORGANTOWN | WV | 26506 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $50,000 |
| WVU FOUNDATION | |||||||
| ONE WATERFRONT PLACE | MORGANTOWN | WV | 26501 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,320,000 |
| YWCA CHARLESTON | |||||||
| 1426 KANAWHA BOULEVARD | CHARLESTON | WV | 25301 | N/A | PUBLIC CHARITY | SUPPORT VARIOUS PROGRAMS | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $3,525,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $119,930 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $848,197 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $85,361 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $4,861,955 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,053,488 | ExclusionAmt |
| Related Or Exempt Function Incm | $4,861,955 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,915,443 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $20,355 | Amt |
| Net Investment Income | $20,355 | 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 | $42,076,003 | BookValueAmt |
| EOYFMV | $54,587,742 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS/LOSSES ON INVESTMENTS | Desc |
| Amt | $10,232,757 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AMORTIZATION | $33,302 | $33,302 | $0 |
| MISCELLANEOUS EXPENSE | $57,102 | $57,102 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $85,361 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $85,361 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $85,361 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $860,014 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PENDING SETTLMENT | Desc |
| BOY Book Value | -$5,584 | BOYBookValueAmt |
| EOY Book Value | $1,015 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $288,047 | Amt |
| Net Investment Income | $288,047 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INCOME TAXES | CategoryTxt |
| Amt | $29,141 | Amt |
| Net Investment Income | $29,141 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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