SACRED HEART CHILDRENS CENTER INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SACRED HEART CHILDRENS CENTER INC (EIN 55-0528075)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2022-12-19
- IRS object ID
- 202233549349100408
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-12-19T05:18:43-00:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 550752885 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hilarion V Cann CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 South 2nd St | AddressLine1Txt |
| City | Clarksburg | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 26301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 550528075 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sacred Heart Childrens Center Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Jerry D'Amato | InCareOfNm |
| Business Name Control | SACR | BusinessNameControlTxt |
| Phone | 3042349400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1581 | AddressLine1Txt |
| City | Clarksburg | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 26301 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jerry D'Amato | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 3042349400 | PhoneNum |
| Signature | 2022-12-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Jerry | PersonFirstNm |
| Person Last | DAmato | PersonLastNm |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Hilarion V Cann | PreparerPersonNm |
| PTIN | P00768237 | PTIN |
| Phone | 3046235657 | PhoneNum |
| Preparation | 2022-12-19 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 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 | $1,607,598 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $4,500 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $10,613 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10,613 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $40,523 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $40,523 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $37,969 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $256,401 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $37,969 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $93,605 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $89,105 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $27,029 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $27,029 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,095 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,277 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,277 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $29,401 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $28,311 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $150,697 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $150,697 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $180,098 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $28,311 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $150,697 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$86,493 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $60,794 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $114,604 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $61,702 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $61,702 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,259,589 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,237,166 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,545,896 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $784,235 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $773,067 | OtherInvestmentsEOYAmt |
| Total Assets BOY | $2,158,428 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,071,935 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,607,598 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,158,428 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,071,935 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,158,428 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,071,935 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,158,428 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,071,935 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,158,428 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$86,493 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,071,935 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,071,935 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (23 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 5sh Lockheed Martin Corp | P | 2018-03-29 | 2021-11-01 | $1,658 | $1,646 | $12 | $12 |
| 10sh Danaher Corp | P | 2015-10-27 | 2021-11-01 | $3,091 | $701 | $2,390 | $2,390 |
| 34sh CVS Health Corp | P | 2018-07-11 | 2021-11-01 | $3,081 | $2,081 | $1,000 | $1,000 |
| 25sh Raytheon Technologies Cor | P | 2017-12-13 | 2021-11-01 | $2,213 | $4,509 | -$2,296 | -$2,296 |
| 7sh Microsoft Corp | P | 2015-10-27 | 2021-11-01 | $2,301 | $508 | $1,793 | $1,793 |
| 5sh Broadcom Inc | P | 2015-10-27 | 2021-11-01 | $2,632 | $871 | $1,761 | $1,761 |
| 10sh Meta Platforms Inc | P | 2016-10-05 | 2021-11-01 | $3,298 | $1,497 | $1,801 | $1,801 |
| 62sh Conagra Brands Inc | P | 2019-10-11 | 2021-11-01 | $2,009 | $1,778 | $231 | $231 |
| 8sh Broadcom Inc | P | 2015-10-27 | 2022-03-29 | $5,057 | $1,393 | $3,664 | $3,664 |
| 11sh SPDR SP 500 ETF Trust | P | 2020-08-18 | 2022-03-29 | $5,049 | $3,719 | $1,330 | $1,330 |
| 25sh Chevron Corp | P | 2015-10-27 | 2022-03-29 | $4,054 | $2,151 | $1,903 | $1,903 |
| 48sh NextEra Energy Inc | P | 2016-02-10 | 2022-03-29 | $4,056 | $1,359 | $2,697 | $2,697 |
| 5sh Ulta Beauty Inc | P | 2018-03-29 | 2022-03-29 | $2,024 | $1,097 | $927 | $927 |
| 8sh Lockheed Martin Corp | P | 2018-03-29 | 2022-03-29 | $3,468 | $2,633 | $835 | $835 |
| 11sh Danaher Corp | P | 2015-10-27 | 2022-03-29 | $3,244 | $771 | $2,473 | $2,473 |
| 93sh Raytheon Technologies Corp | P | 2017-12-13 | 2022-03-29 | $9,368 | $16,771 | -$7,403 | -$7,403 |
| 8sh Deere Co | P | 2020-08-18 | 2022-03-29 | $3,306 | $1,543 | $1,763 | $1,763 |
| 145sh Conagra Brands Inc | P | 2019-10-11 | 2022-03-29 | $4,819 | $4,159 | $660 | $660 |
| 18sh Medtronic PLC | P | 2017-12-13 | 2022-03-29 | $2,010 | $1,471 | $539 | $539 |
| 14sh Walt Disney Co | P | 2007-01-11 | 2022-03-29 | $1,997 | $1,005 | $992 | $992 |
| 19sh CVS Health Corp | P | 2018-07-11 | 2022-03-29 | $1,997 | $1,163 | $834 | $834 |
| 142sh Brown Capital Management Small Company Fund | P | 2019-10-11 | 2022-03-29 | $15,000 | $15,298 | -$298 | -$298 |
| 13702sh US Aggregate Bond Index Fund | P | 2015-10-27 | 2022-03-29 | $134,280 | $150,308 | -$16,028 | -$16,028 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $37,969 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $3,486 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $845 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $845 | SubtotalAmt |
| Tax Based On Investment Income | $845 | TaxBasedOnInvestmentIncomeAmt |
| Es Penalty | $11 | EsPenaltyAmt |
| Tax Due | $856 | 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 | WV | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.sacredheartchildrenscenter.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Edward Jones Trust Company | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8004457224 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12555 Manchester Road | AddressLine1Txt |
| City | St Louis | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63131 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Jerry D'Amato | ||||||
| PO Box 1581 | Clarksburg | WV | 26301 | President | 001.00 | $0 |
| Jane Simmerman | ||||||
| PO Box 1581 | Clarksburg | WV | 26301 | Vice-President | 001.00 | $0 |
| Michael Malfregeot | ||||||
| PO Box 1581 | Clarksburg | WV | 26301 | Treasurer | 001.00 | $0 |
| Mark Greaver | ||||||
| PO Box 1581 | Clarksburg | WV | 26301 | Secretary | 001.00 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,612,581 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $98,156 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,710,737 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,710,737 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $40,661 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,670,076 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $133,504 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $133,504 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $845 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $845 | TotalTaxAmt |
| Distributable Before Adj | $132,659 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $132,659 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $132,659 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $150,697 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $150,697 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $132,659 | DistributableAsAdjustedAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Total For Prior Years | $29,250 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $14,999 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $14,999 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $150,697 | QualifyingDistributionsAmt |
| Applied To Current Year | $132,659 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $18,038 | RemainingDistriFromCorpusAmt |
| Total Corpus | $33,037 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $29,250 | PriorYearUndistributedIncmAmt |
| Taxable1 | $29,250 | Taxable1Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $33,037 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $14,999 | ExcessFromYear1Amt |
| Excess From Current Year | $18,038 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Jerry D'Amato | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1581 | AddressLine1Txt |
| City | Clarksburg | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 26301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3046243400 | RecipientPhoneNum |
| Recipient Email Address | sacredheartchildrenscentergmail.com | RecipientEmailAddressTxt |
| Form And Info And Materials | Letter | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | Limited to children of Harrison County, West Virginia | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (74 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Bridgeport High School Swim Team | |||||||
| 515 Johnson Ave | Bridgeport | WV | 26330 | NONE | PC | Gear bags/supplies for team | $1,600 |
| Clarksuburg Little Eagles Football | |||||||
| 613 Stanley Ave | Clarksburg | WV | 26301 | NONE | PC | New uniforms | $1,500 |
| Harrison County CASA | |||||||
| PO Box 1876 | Clarksburg | WV | 26301 | NONE | PC | Supplies for childrens advocacy program | $5,000 |
| Shepherd's Corner Inc | |||||||
| PO Box 101 | Bridgeport | WV | 26330 | NONE | PC | Purchase socks and underwear for distribution to schools in Harrison County WV | $1,500 |
| Southern Area Public Library | |||||||
| PO Box 282 | Lost Creek | WV | 26385 | NONE | PC | Books for Junior Library Guild | $1,223 |
| St Mary's School | |||||||
| 107 East Pike St | Clarksburg | WV | 26301 | NONE | PC | Books for libraires and art and science suplies | $6,000 |
| Stars & Strides Theraputic Equine Center | |||||||
| 105 Steele Street No 48 | Bridgeport | WV | 26330 | NONE | PC | Scholarships | $3,000 |
| Stars & Strides Theraputic Equine Center | |||||||
| 105 Steele Street No 48 | Bridgeport | WV | 26330 | NONE | PC | Scholarships | $2,500 |
| Bridgeport High School | |||||||
| 515 Johnson Ave | Bridgeport | WV | 26330 | NONE | PC | Winter Clothing Program | $600 |
| Family Service of Marion and Harrison Counties Inc | |||||||
| 445 West Main St Suite 212 | Clarksburg | WV | 26301 | NONE | PC | Holiday Supplies for children living with their grandparents | $2,000 |
| Liberty HIgh School ProStart | |||||||
| 1 Mountaineer Drive | Clarksburg | WV | 26301 | NONE | PC | Food Service supplies to prepare students for hospitality field | $615 |
| Liberty High School | |||||||
| 1 Mountaineer Drive | Clarksburg | WV | 26301 | NONE | PC | Production of High School Theatre | $2,000 |
| Lincoln High School DECA | |||||||
| 100 Jerry Toth Dr | Shinnston | WV | 26431 | NONE | PC | Students costs for DECA participation | $5,000 |
| Robert C Byrd High School | |||||||
| One Eagle Way | Clarksburg | WV | 26301 | NONE | PC | Production of High School Theatre | $2,000 |
| South Harrison Middle School | |||||||
| 3003 Hawk Highway | Lost Creek | WV | 26385 | NONE | PC | Winter Clothing Program | $500 |
| Washington-Irvinig Middle School | |||||||
| 443 Lee Ave | Clarksburg | WV | 26301 | NONE | PC | Winter Clothing Program | $1,500 |
| Harrison County Student Achievement | |||||||
| PO Box 1370 | Clarksburg | WV | 26302 | NONE | PC | Scholarships | $1,000 |
| Harrison County YMCA | |||||||
| PO Box 688 | Clarksburg | WV | 26302 | NONE | PC | Install MIracle Playground | $10,000 |
| Stars & Strides Theraputic Equine Center | |||||||
| 105 Steele Street No 48 | Bridgeport | WV | 26330 | NONE | PC | Scholarships | $1,000 |
| Stars & Strides Theraputic Equine Center | |||||||
| 105 Steele Street No 48 | Bridgeport | WV | 26330 | NONE | PC | Scholarships | $1,000 |
| Stars & Strides Theraputic Equine Center | |||||||
| 105 Steele Street No 48 | Bridgeport | WV | 26330 | NONE | PC | Scholarships | $1,000 |
| Clarksburg-Harrison Public Library | |||||||
| 404 West Pike St | Clarksburg | WV | 26301 | NONE | PC | Purchase new STEM materials | $1,571 |
| Southern Area Public Library | |||||||
| PO Box 282 | Lost Creek | WV | 26385 | NONE | PC | Summer Reading Program | $500 |
| Bridgeport Senior League | |||||||
| 10 Lee Ann Ave | Bridgeport | WV | 26330 | NONE | PC | Field Fees, equipment, uniforms | $1,500 |
| West Virginia Patriot Baseball | |||||||
| 10 Lee Ann Ave | Bridgeport | WV | 26330 | NONE | PC | Field Fees, equipment, uniforms | $1,500 |
| Clarksburg-Harrison Regional Housing Authority | |||||||
| 433 Baltimore Ave | Clarksburg | WV | 26301 | NONE | PC | Pencil, paper, text books | $3,000 |
| Bridgeport Senior League | |||||||
| 10 Lee Ann Ave | Bridgeport | WV | 26330 | NONE | PC | Field Fees, equipment, uniforms | $1,500 |
| South Harriosn Youth Football | |||||||
| 208 Fenton Place | Clarksburg | WV | 26301 | NONE | PC | Safer helmets and other equipment | $14,231 |
| Clarksburg Central Little League | |||||||
| PO Box 1242 | Clarksburg | WV | 26301 | NONE | PC | Field Fees, equipment, uniforms | $1,500 |
| Calvary United Methodist Church | |||||||
| 390 S 22nd St | Clarksburg | WV | 26301 | NONE | PC | Classroom supplies | $1,740 |
| Harrison County LaCrosse Association | |||||||
| 121 Hartland Ave | Clarksburg | WV | 26301 | NONE | PC | Equipment and uniforms for children requiring assistance | $3,400 |
| Harrison County High School LaCrosse | |||||||
| 121 Hartland Ave | Clarksburg | WV | 26301 | NONE | PC | Equipment and uniforms for children requiring assistance | $2,547 |
| Lost Creek and West Milford Elementray School | |||||||
| 182 School St | Lost Creek | WV | 26385 | NONE | PC | Early Learning Program | $2,000 |
| The Mustard Seed | |||||||
| PO Box 2709 | Clarksburg | WV | 26301 | NONE | PC | Supplies for special needs children | $5,000 |
| Clarksburg-Harrison Public Library | |||||||
| 404 West Pike St | Clarksburg | WV | 26301 | NONE | PC | Summer Reading Program | $500 |
| Heart of WV District Mountaineer Area Council of BSA | |||||||
| PO Box 1581 | Clarksburg | WV | 26302 | NONE | PC | Scholarships | $1,000 |
| South Harrison High School | |||||||
| 3073 Hawk Highway | Lost Creek | WV | 26385 | NONE | PC | Piano Lab | $1,000 |
| Shepherds Corner Inc | |||||||
| PO Box 101 | Bridgeport | WV | 26330 | NONE | PC | Clothing to be distributed in area high schools | $1,500 |
| Immaculate Conception Catholic Church | |||||||
| 150 S Maple Ave | Clarksburg | WV | 26301 | NONE | PC | Vacation Bible School | $2,000 |
| City of Bridgeport | |||||||
| 164 W Main St | Bridgeport | WV | 26330 | NONE | PC | Story Walk | $3,000 |
| Lowe Public Library | |||||||
| 40 Bridge St | Shinnston | WV | 26431 | NONE | PC | Summer Reading Program | $500 |
| South Harrison High School | |||||||
| 3073 Hawk Highway | Lost Creek | WV | 26385 | NONE | PC | Funds for Spanish Trip | $5,000 |
| Literacy Volunters of Harrison County | |||||||
| 445 West Main St Suite 205F | Clarksburg | WV | 26301 | NONE | PC | Summer STEM program | $1,000 |
| Clarksubrg League for Service | |||||||
| PO Box 35 | Clarksburg | WV | 26302 | NONE | PC | Clothe 225 local children | $5,000 |
| Lost Creek Elementary School | |||||||
| 2919 Hawk Highway | Lost Creek | WV | 26385 | NONE | PC | Playground area | $20,000 |
| Clarksburg Lion Club | |||||||
| 313 Worley Ave | Clarksburg | WV | 26301 | NONE | PC | Plusoptix Vision Screenig | $5,170 |
| Adamston Elementray School | |||||||
| 1636 West Pike St | Clarksburg | WV | 26301 | NONE | PC | Student Winter Clothing Program | $500 |
| Big Elm Elementray School | |||||||
| 200 Tetrick Road | Shinnston | WV | 26431 | NONE | PC | Student Winter Clothing Program | $500 |
| Johnson Elementary School | |||||||
| 531 Johnson Ave | Bridgeport | WV | 26330 | NONE | PC | Student Winter Clothing Program | $500 |
| Lost Creek Elementary School | |||||||
| PO Box 128 | Lost Creek | WV | 26385 | NONE | PC | Student Winter Clothing Program | $500 |
| Lumberport Elementary School | |||||||
| 38 East Lyndon St | Lumberport | WV | 26386 | NONE | PC | Student Winter Clothing Program | $500 |
| North View Elementary School | |||||||
| 1400 North 19th St | Clarksburg | WV | 26301 | NONE | PC | Student Winter Clothing Program | $500 |
| Norwood Elementary School | |||||||
| 208 Kidd Ave | Stonewood | WV | 26301 | NONE | PC | Student Winter Clothing Program | $500 |
| Nutter Fort Intermediate Elementary School | |||||||
| 1302 Buckhannon Pike | Clarksburg | WV | 26301 | NONE | PC | Student Winter Clothing Program | $500 |
| Nutter Fort Primary School | |||||||
| 1302 Buckhannon Pike | Clarksburg | WV | 26301 | NONE | PC | Student Winter Clothing Program | $500 |
| Salem Elemntary School | |||||||
| 273 Education Way | Salem | WV | 26426 | NONE | PC | Student Winter Clothing Program | $500 |
| Simpson Elementary School | |||||||
| 250 Worthington Dr | Bridgeport | WV | 26330 | NONE | PC | Student Winter Clothing Program | $500 |
| West Milford Elementary School | |||||||
| 182 School St | West Milford | WV | 26451 | NONE | PC | Student Winter Clothing Program | $500 |
| Wilsonburg Elementary School | |||||||
| 1040 Wilsonburg Rd | Clarksburg | WV | 26301 | NONE | PC | Student Winter Clothing Program | $500 |
| Bridgeport Middle School | |||||||
| 413 Johnson Ave | Bridgeport | WV | 26330 | NONE | PC | Student Winter Clothing Program | $500 |
| Lincoln Middle School | |||||||
| 78 Jerry Toth Dr | Shinnston | WV | 26431 | NONE | PC | Student Winter Clothing Program | $500 |
| Mountaineer Middle school | |||||||
| 2 Mountaineer Dr | Clarksburg | WV | 26301 | NONE | PC | Student Winter Clothing Program | $500 |
| South Harrison Middle School | |||||||
| 3003 Hawk Highway | Lost Creek | WV | 26385 | NONE | PC | Student Winter Clothing Program | $500 |
| Washington Irving Middle School | |||||||
| 443 Lee Ave | Clarksburg | WV | 26301 | NONE | PC | Student Winter Clothing Program | $500 |
| Bridgeport High School | |||||||
| 515 Johnson Ave | Bridgeport | WV | 26330 | NONE | PC | Student Winter Clothing Program | $500 |
| Liberty High School | |||||||
| One Mountaineer Drive | Clarksburg | WV | 26301 | NONE | PC | Student Winter Clothing Program | $1,000 |
| Lincoln High School | |||||||
| 78 Jerry Toth Drive | Shinnston | WV | 26431 | NONE | PC | Student Winter Clothing Program | $500 |
| Robert C Byrd High School | |||||||
| One Eagle Way | Clarksburg | WV | 26301 | NONE | PC | Student Winter Clothing Program | $500 |
| South Harrison High School | |||||||
| 3073 Hawk Highway | Lost Creek | WV | 26385 | NONE | PC | Student Winter Clothing Purchases | $500 |
| EvolutionUnited High School | |||||||
| 1349 Shinnston Pike | Clarksburg | WV | 26301 | NONE | PC | Student Winter Clothing Purchases | $500 |
| Notre Dame High School | |||||||
| 127 East Pike St | Clarksburg | WV | 26301 | NONE | PC | Student Winter Clothing Purchases | $500 |
| St Mary's School | |||||||
| 107 East PikeSt | Clarksburg | WV | 26301 | NONE | PC | Student Winter Clothing Purchases | $500 |
| Emmauel Christian School | |||||||
| 1318 North 16th St | Clarksburg | WV | 26301 | NONE | PC | Student Winter Clothing Purchases | $500 |
| Heritage Christian School | |||||||
| 225 Newton St | Brrigeport | WV | 26330 | NONE | PC | Student Winter Clothing Purchases | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $150,697 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,613 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $40,523 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $37,969 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $89,105 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $89,105 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
Transfer Schedule Detail TransferScheduleDetail
Noncharitable Exempt Org Name NoncharitableExemptOrgName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | N-A | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
Accounting Fees Schedule AccountingFeesSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (52 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Walt Disney Company | $10,054 | $13,216 |
| JP Morgan Chase | $17,555 | $27,252 |
| Apple Inc. | $12,315 | $49,766 |
| Alphabet Inc Cl A | $8,990 | $37,047 |
| Amgen Inc | $10,461 | $15,814 |
| Chevron Corp | $10,926 | $18,387 |
| Broadcom LTD | $18,109 | $50,524 |
| Danaher Corp | $5,400 | $19,521 |
| Johnson Johnson | $17,513 | $28,402 |
| Marathon Petroleum Corp | $9,286 | $21,621 |
| Mastercard Inc Class A | $15,248 | $33,756 |
| Merck Co | $17,391 | $28,810 |
| Microsoft Corp | $12,928 | $45,716 |
| Mondelez International | $10,990 | $15,523 |
| Nextera Energy | $6,454 | $17,661 |
| US Bancorp | $17,188 | $17,626 |
| Amazon.com Inc | $17,040 | $33,987 |
| Meta Platforms Inc | $20,059 | $21,608 |
| Pepsico Inc | $12,099 | $17,166 |
| Medtronic PLC | $13,153 | $14,450 |
| Ulta Beauty Inc | $7,239 | $12,721 |
| Raytheon Technologies Corp | $2,885 | $18,645 |
| Saleforce.com Inc. | $21,827 | $28,552 |
| Lockheed Martin | $14,808 | $19,348 |
| CVS Health Corp | $17,813 | $26,964 |
| Digital Realty Trust Inc | $14,478 | $16,878 |
| FMC Corporation | $15,172 | $20,867 |
| Morgan Stanley | $7,443 | $14,147 |
| Paypal Holdings Inc | $17,884 | $12,292 |
| Walmart Inc | $10,785 | $14,954 |
| TJX Companies Inc | $22,025 | $21,837 |
| Allstate Corp | $9,060 | $12,039 |
| Berkshire Hathaway Inc | $18,104 | $23,753 |
| Citigroup Inc | $8,445 | $7,634 |
| CSX Corp | $10,504 | $12,292 |
| Deere Co | $9,065 | $14,075 |
| Duke Energy Corp | $9,323 | $12,222 |
| General Dynamics Corp | $10,429 | $15,045 |
| Invesco International Growth Fund | $65,565 | $47,297 |
| IShares Core MSCI EAFE ETF | $108,495 | $103,870 |
| Lowes Cos Inc | $10,004 | $11,004 |
| McDonalds Corp | $7,119 | $8,394 |
| Oakmark International Fund | $66,897 | $66,488 |
| Procter Gamble Co | $10,153 | $10,640 |
| SPDR SP 500 ETF Trust | $55,778 | $62,246 |
| Vanguard FTSE Developed Markets ETF | $106,918 | $104,040 |
| Artisan Mid Cap Fund | $82,210 | $64,820 |
| Brown Capital Management Small Company Fund | $23,082 | $17,939 |
| IShares Russell 2000 ETF | $39,595 | $42,848 |
| IShares Russell Mid-Cap ETF | $69,818 | $74,488 |
| T Rowe Price Small-Cap Value Fund | $55,792 | $61,848 |
| Delaware Emerging Markets Fund | $45,292 | $37,856 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt |
|---|---|---|
| Metropolitan West Total Return Bond Fund | AT COST | $195,802 |
| Dodge Cox Income Fund | AT COST | $154,954 |
| Ishares US Aggregate Bond Index Fund | AT COST | $132,918 |
| JP Morgan Core Bond Fund | AT COST | $122,801 |
| PGIM Total Return Bond Fund | AT COST | $65,000 |
| PGIM High Yield Fund | AT COST | $101,592 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Postage | $92 | $92 |
| Insurance | $506 | $506 |
| Website Operation | $391 | $391 |
| Office SUpplies | $288 | $288 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment management fees | CategoryTxt |
| Amt | $27,029 | Amt |
| Net Investment Income | $27,029 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Foreign Taxes | $5 | $5 |
| 2021 Federal Tax Payment | $1,090 |
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