CLARK OPPORTUNITY FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- CLARK OPPORTUNITY FOUNDATION INC (EIN 46-3712403)
- Tax period
- 2021-10-01 to 2022-09-30
- Filed
- 2022-11-29
- IRS object ID
- 202213339349100416
- Schema version
- 2021v4.0
- 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
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-29T15:29:38-05:00 | ReturnTs |
| Tax Period End | 2022-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 823685723 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RD HOAG & ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 NORTH BELL AVE STE 100 | AddressLine1Txt |
| City | CARNEGIE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 463712403 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK OPPORTUNITY FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O HOWARD E CLARK | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CLAR | BusinessNameControlTxt |
| Phone | 3046121566 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1056 | AddressLine1Txt |
| City | BERKELEY SPRINGS | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 25411 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HOWARD CLARK | PersonNm |
| Person Title | MANAGING DIRECTOR | PersonTitleTxt |
| Phone | 3046121566 | PhoneNum |
| Signature | 2022-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | HOWARD | PersonFirstNm |
| Person Last | CLARK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | REBECCA A ZVOLENSKI CPA | PreparerPersonNm |
| PTIN | P00559699 | PTIN |
| Phone | 4122781600 | PhoneNum |
| Preparation | 2022-11-29 | PreparationDt |
| 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 | $9,206,874 | 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 | $5,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $939 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $939 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $116,660 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $116,660 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $569,919 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,710,680 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $569,919 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,647,997 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,647,997 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,340,515 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,335,515 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $3,150 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,050 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,100 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $42,367 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $42,367 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $20,047 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $47 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $893 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $893 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,681 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $3,681 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $70,138 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $43,464 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,674 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $386,867 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $386,867 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $457,005 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $43,464 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $393,541 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,883,510 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,292,051 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $247,308 | CashBOYAmt |
| Cash EOY | $578,077 | CashEOYAmt |
| Cash EOYFMV | $578,077 | CashEOYFMVAmt |
| Corporate Stock BOY | $9,211,535 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,628,797 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,628,797 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $9,458,843 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,206,874 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,206,874 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $9,458,843 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,206,874 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,458,843 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,206,874 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,458,843 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,206,874 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,458,843 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,883,510 | ExcessRevenueOverExpensesAmt |
| Subtotal | $11,342,353 | SubtotalAmt |
| Other Decreases | $2,135,479 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,206,874 | 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 |
|---|---|---|---|---|---|
| MERRILL LYNCH - 07216 | P | $1,984,147 | $2,007,985 | -$23,838 | -$23,838 |
| MERRILL LYNCH - 74129 | P | $250,000 | $132,776 | $117,224 | $117,224 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $569,919 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $31,860 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $31,860 | SubtotalAmt |
| Tax Based On Investment Income | $31,860 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $22,389 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $22,389 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $285 | EsPenaltyAmt |
| Tax Due | $9,756 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | HOWARD CLARK | IndividualWithBooksNm |
| Phone | 3046940950 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1056 | AddressLine1Txt |
| City | BERKELEY SPRINGS | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 25411 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | Yes (true) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2020 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | Yes (true) | UndistrIncmSect4942a2NotAppInd |
| 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| HOWARD CLARK | ||||||||
| PO BOX 1056 | BERKELEY SPRINGS | WV | 25411 | MANAGING DIR | 12.50 | $0 | $0 | $0 |
| GRETA MOONEY | ||||||||
| 250 FAIRVIEW CHURCH ROAD | GRAYSVILLE | PA | 15337 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| ROBERT CORE | ||||||||
| 1159 SMOKEY DRAIN ROAD | CORE | WV | 26541 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| JOE STATLER | ||||||||
| 97 LONG DRAIN ROAD | CORE | WV | 26541 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| VIRGIL WILKINS | ||||||||
| PO BOX 870 | HUNDRED | WV | 26575 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| LESLIE CLARK | ||||||||
| PO BOX 1056 | BERKELEY SPRINGS | WV | 25411 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| JESSICA E RISSER | ||||||||
| 1313 STONEMILL ROAD | ELIZABETHTOWN | PA | 17522 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| HOWARD HENDERSON | ||||||||
| 4721 LOW GAP RUN ROAD | LITTLETON | WV | 26581 | TRUSTEE | 0.00 | $0 | $0 | $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 |
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 | $9,322,131 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $422,399 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,744,530 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $9,744,530 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $146,168 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,598,362 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $479,918 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $479,918 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $31,860 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $31,860 | TotalTaxAmt |
| Distributable Before Adj | $448,058 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $448,058 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $448,058 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $393,541 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $393,541 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $448,058 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $402,108 | UndistributedIncomePYAmt |
| Qualifying Distributions | $393,541 | QualifyingDistributionsAmt |
| Applied To Year1 | $393,541 | AppliedToYear1Amt |
| Taxable2 | $8,567 | Taxable2Amt |
| Undistributed Income CY | $448,058 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | HOWARD CLARK | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1056 | AddressLine1Txt |
| City | BERKELEY SPRINGS | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 25411 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3046940950 | RecipientPhoneNum |
| Recipient Email Address | ENVIROCON.CLARK@GMAIL.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | APPLICATION PROCEDURES ARE ON THE WEBSITE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE WEBSITE | SubmissionDeadlinesTxt |
| Restrictions On Awards | SCHOLARSHIPS FOR STUDENTS IN NORTHERN WEST VIRGINA AND SOUTH WEST PENNSYLVANIA | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| WAYNESBURG UNIVERSITY | |||||||
| 51 WEST COLLEGE STREET | WAYNESBURG | PA | 15370 | NONE | PC | SCHOLARSHIP | $2,500 |
| MARSHALL UNIVERSITY | |||||||
| ONE JOHN MARSHALL DRIVE | HUNTINGTON | WV | 25755 | NONE | PC | GRANT FOR DUAL CREDIT COURSES | $2,110 |
| MARYLAND PUBLIC BROADCASTING | |||||||
| 11767 OWING MILLS BLVD | OWING MILLS | MD | 21117 | NONE | PC | GENERAL GRANT | $400 |
| WEST GREENE HIGH SCHOOL | |||||||
| 1352 HARGUS CREEK ROAD | WAYNESBURG | PA | 15370 | NONE | PC | GRANT PROGRAM TESTING | $3,738 |
| CARLOW UNIVERSITY | |||||||
| 3333 FIFTH AVENUE | PITTSBURGH | PA | 15213 | NONE | PC | GRANT FOR DUAL CREDIT COURSES | $7,800 |
| WEST VIRGINIA UNIVERSITY | |||||||
| PO BOX 6009 CROSSINGS | MORGANTOWN | WV | 26505 | NONE | PC | GRANT FOR P2 SYMPOSIUM AND BOOKSTORE | $3,518 |
| FAIRMONT STATE UNIVERSITY | |||||||
| 1201 LOCUST AVENUE | FAIRMONT | WV | 26554 | NONE | PC | GRANT FOR DUAL CREDIT COURSES | $825 |
| FORST BAPTIST CHURCH OF FAIRMONT | |||||||
| 910 FAIRMONT AVENUE | FAIRMONT | WV | 26554 | NONE | PC | GRANT FOR COLLEGE FUND FOR YOUTH MIN | $101,000 |
| MARION COUNTY TECHNICAL CENTER | |||||||
| 2 N MARION DRIVE | FARMINGTON | WV | 26571 | NONE | PC | GRANT FOR MEAT PROGRAM | $500 |
| WEST LIBERTY UNIVERSITY | |||||||
| 208 UNIVERSITY DRIVE | WEST LIBERTY | WV | 26074 | NONE | PC | SCHOLARSHIP | $10,660 |
| FAIRMONT STATE UNIVERSITY | |||||||
| 1201 LOCUST AVENUE | FAIRMONT | WV | 26554 | NONE | PC | SCHOLRSHIP | $13,000 |
| WEST VIRGINIA UNIVERSITY | |||||||
| PO BOX 6009 CROSSINGS | MORGANTOWN | WV | 26505 | NONE | PC | SCHOLARSHIP | $25,228 |
| CB - FFA ALUMNI SCHOOL FUND | |||||||
| 6060 FFA DRIVE | INDIANAPOLIS | IN | 46278 | NONE | PC | GENERAL GRANT | $108,000 |
| PIERPONT COMMUNITY COLLEGE | |||||||
| 600 LOCUST AVENUE | FAIRMONT | WV | 26554 | NONE | PC | SCHOLARSHIP | $21,000 |
| TAPESTRY PRESS LTD | |||||||
| 19 NASOBA ROAD | LITTLETON | MA | 01460 | NONE | PC | GRANT FOR TEXTBOOKS | $873 |
| PITTSBURGH TECHNICAL COLLEGE | |||||||
| 1111 MCKEE ROAD | OAKDALE | PA | 15071 | NONE | PC | SCHOLARSHIP | $5,000 |
| WVU FOUNDATION | |||||||
| 1 WATERFRONT PLACE 7TH FL | MORGANTOWN | WV | 26501 | NONE | PC | GRANT FOR EVERY CURRENT ENROLLED STU | $50,000 |
| CAMERON HIGH SCHOOL FFA | |||||||
| 2012 BLUE AND GOLD ROAD | CAMERON | WV | 26033 | NONE | PC | GRANT FOR MEAT PROGRAM | $500 |
| MARSHALL UNIVERSITY | |||||||
| ONE JOHN MARSHALL DRIVE | HUNTINGTON | WV | 25755 | NONE | PC | SCHOLARSHIP | $5,000 |
| UNIVERSITY OF PITTSBURGH | |||||||
| 139 UNIVERSITY PLACE | PITTSBURGH | PA | 15260 | NONE | PC | GRANT FOR DUAL CREDIT COURSE | $1,350 |
| GRAND CANYON UNIVERSITY | |||||||
| 3300 W CAMELBACK ROAD | PHOENIX | AZ | 85017 | NONE | PC | GRANT FOR STUDENTS | $7,865 |
| BETHANY COLLEGE | |||||||
| 31 CAMPUS DRIVE | BETHANY | WV | 26032 | NONE | PC | SCHOLARSHIP | $2,500 |
| NORTH MARION HIGH SCHOOL | |||||||
| 1 N MARION DRIVE | FARMINGTON | WV | 26571 | NONE | PC | GRANT FOR MEAT PROGRAM | $1,000 |
| PENN WEST UNIVERSITY | |||||||
| 250 UNIVERSITY AVENUE | CALIFORNIA | PA | 15419 | NONE | PC | SCHOLARSHIP | $2,500 |
| RAINBOW OF HOPE FOUNDATION | |||||||
| PO BOX 8 | MOUNT HOPE | OH | 44660 | NONE | PC | GENERAL GRANT | $5,000 |
| LAKE LAND COLLEGE | |||||||
| 5001 LAKE LAND BLVD | MATTOON | IL | 61938 | NONE | PC | SCHOILARSHIP | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $386,867 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $939 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $116,660 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $1,647,997 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $569,919 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,335,515 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,335,515 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | HOWARD AND LINDA HENDERSON | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4721 LOW GAP RUN ROAD | AddressLine1Txt |
| City | LITTLETON | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 26581 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,000 | 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 | $3,150 | Amt |
| Net Investment Income | $1,050 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,100 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCK | StockNm |
| EOY Book Value | $8,628,797 | EOYBookValueAmt |
| EOYFMV | $8,628,797 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET ASSETS ADJUSTMENT (FMV) | Desc |
| Amt | $2,135,479 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| WV FILING FEES | $15 | $15 |
| OFFICE EXPENSES | $742 | $742 |
| MEETING EXPENSE | $2,924 | $2,924 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EQX | Desc |
| Revenue And Expenses Per Books | $1,647,997 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,647,997 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $42,367 | Amt |
| Net Investment Income | $42,367 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL INVESTMENT INCOME TAX | $20,000 | |
| OTHER TAXES | $47 | $47 |
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