ENCOVA FOUNDATION OF WEST VIRGINIA: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ENCOVA FOUNDATION OF WEST VIRGINIA (EIN 80-0772825)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202113199349105221
- Schema version
- 2020v4.1
- 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 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 | 2021-11-15T13:36:25-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | P O Box 2629 | AddressLine1Txt |
| City | Charleston | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 25329 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | 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 | 2021-11-12 | 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 |
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 | 2020 | 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 | $53,071,380 | 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 | $76 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $76 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $960,400 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $960,400 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,424,834 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,972,158 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,424,834 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $60,170 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $60,170 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,445,480 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,445,480 | 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 | $5,627 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,627 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $221,414 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $203,406 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $39,897 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $39,897 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $83,196 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $83,196 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $350,134 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $332,126 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $445,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,543,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $795,884 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $332,126 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,543,250 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,649,596 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,113,354 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $2 | CashEOYAmt |
| Cash EOYFMV | $2 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $6,009,020 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,408,768 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,408,768 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $75,103 | AcctRcvblAmt |
| Acct Rcvbl BOY | $57,930 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $75,103 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $75,103 | AcctRcvblEOYFMVAmt |
| Grants Receivable EOY | $1,000,000 | GrantsReceivableEOYAmt |
| Grants Receivable EOYFMV | $1,000,000 | GrantsReceivableEOYFMVAmt |
| Other Investments BOY | $41,513,933 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $50,587,507 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $50,587,507 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $47,580,883 | TotalAssetsBOYAmt |
| Total Assets EOY | $53,071,380 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $53,071,380 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $4,278,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $3,180,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | -$168 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | -$5,584 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $4,277,832 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,174,416 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $43,303,051 | RetainedEarningBOYAmt |
| Retained Earning EOY | $49,896,964 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $43,303,051 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $49,896,964 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $47,580,883 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $53,071,380 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $43,303,051 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,649,596 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,944,317 | OtherIncreasesAmt |
| Subtotal | $49,896,964 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $49,896,964 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly Traded Securities | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $13,972,158 | GrossSalesPriceAmt |
| Cost Or Other Basis | $12,547,324 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,424,834 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,424,834 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,424,834 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $29,376 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $29,376 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $29,376 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $30,000 | 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 | $30,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $165 | EsPenaltyAmt |
| Overpayment | $459 | OverpaymentAmt |
| Applied To ES Tax | $459 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WV | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | https://encovafoundationwv.com | WebsiteAddressTxt |
| Individual With Books | 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 | $37,918,619 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,158,446 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $41,077,065 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $41,077,065 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $616,156 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $40,460,909 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,023,045 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,023,045 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $29,376 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $29,376 | TotalTaxAmt |
| Distributable Before Adj | $1,993,669 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,993,669 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,993,669 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,543,250 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,543,250 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,543,250 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,993,669 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,702,881 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $6,619,667 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,484,772 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,981,404 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $94,236 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $12,882,960 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,543,250 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,543,250 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $450,419 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $450,419 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $12,432,541 | 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 | $2,252,462 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $10,180,079 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $6,619,667 | ExcessFromYear4Amt |
| Excess From Year3 | $1,484,772 | ExcessFromYear3Amt |
| Excess From Year2 | $1,981,404 | ExcessFromYear2Amt |
| Excess From Year1 | $94,236 | ExcessFromYear1Amt |
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 (96 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| American Heart Association | |||||||
| 162 Court St | Charleston | WV | 21502 | N/A | Public Charity | Charleston Heart Walk | $5,000 |
| American Red Cross | |||||||
| 113 Lakeview Drive | Charleston | WV | 25313 | N/A | Public Charity | new vehicle last installment | $50,000 |
| American Red Cross | |||||||
| 113 Lakeview Drive | Charleston | WV | 25313 | N/A | Public Charity | services for communities affected by COVID-19 | $5,000 |
| Atlanta Mission | |||||||
| 2353 Bolton Rd | Atlanta | GA | 30318 | N/A | Public Charity | providing food to those in need | $1,000 |
| Bags of Blessings | |||||||
| 102 Nazarene Drive | South Charleston | WV | 25309 | N/A | Public Charity | Christmas distribution | $4,500 |
| Big Brothers Big Sisters of the Tri-State Endowment Foundation | |||||||
| 501 Fifth Avenue Suite 3 | Huntington | WV | 25701 | N/A | Public Charity | provide guidance and companionship to at risk children | $1,000 |
| Bridgeview Elementary PTO | |||||||
| 5100 Ohio Street | South Charleston | WV | 25309 | N/A | Public School | Fun Run sponsor | $250 |
| Cabell Huntington Hospital Foundation | |||||||
| 1340 Hal Greer Boulevard | Huntington | WV | 25701 | N/A | Public Charity | patient and family resource center | $10,000 |
| CADCO Foundation Inc | |||||||
| 1116 Smith Street 301 | Charleston | WV | 25301 | N/A | Public Charity | Building Our Advantage - marketing strategy | $10,000 |
| CADCO Foundation Inc | |||||||
| 1116 Smith Street 301 | Charleston | WV | 25301 | N/A | Public Charity | Advantage Valley Digital Marketing Campaign | $10,000 |
| Camp Kesem at WVU | |||||||
| PO Box 6444 | Morgantown | WV | 26505 | N/A | Public School | cost of campsite rental | $3,000 |
| Charleston Main Streets Inc | |||||||
| 428-A Shrewsbury Street | Charleston | WV | 25301 | N/A | Public Charity | organization support and program implementation | $10,000 |
| Charleston Main Streets Inc | |||||||
| 428-A Shrewsbury Street | Charleston | WV | 25301 | N/A | Public Charity | Ice Cream and the Arts in Elk City event | $3,500 |
| Childhood Language Center | |||||||
| 1313 Quarrier Street | Charleston | WV | 25301 | N/A | Public Charity | provide speech therapy | $5,000 |
| Christian Community Cupboard | |||||||
| PO Box 511 | Hurricane | WV | 25526 | N/A | Public Charity | Continue work of organization during coronavirus pandemic | $5,000 |
| City Union Mission | |||||||
| 1100 East 11th Street | Kansas City | MO | 64106 | N/A | Public Charity | Feed people in need. | $1,000 |
| Covenant House | |||||||
| 600 Shrewsbury Street | Charleston | WV | 25301 | N/A | Public Charity | Continue work of organization during coronavirus pandemic | $5,000 |
| Daymark | |||||||
| 1592 Washington Street East Suite 2 | Charleston | WV | 25311 | N/A | Public Charity | meet individual needs of youth living in crisis | $2,500 |
| Daymark | |||||||
| 1592 Washington Street East Suite 2 | Charleston | WV | 25311 | N/A | Public Charity | Patchwork Program | $1,000 |
| DECA St Albans High School | |||||||
| 2100 Kanawa Terrace | St Albans | WV | 25177 | N/A | Public School | costs associated with students to attend international conference | $2,500 |
| East Bank High School Alumni Association | |||||||
| PO Box 123 | Miami | WV | 25134 | N/A | Public School | scholarship fund for Riverside seniors | $10,000 |
| Eastern Cabell County Humanities Organization | |||||||
| 1038 Smith Street | Milton | WV | 25541 | N/A | Public Charity | Continue work of organization during coronavirus pandemic | $5,000 |
| Eastern Illinois Food Bank | |||||||
| 2405 North Shore Drive | Urbana | IL | 60182 | N/A | Public Charity | Feed people in need. | $1,000 |
| Empty Bowls Monongalia | |||||||
| 7 Roush Drive | Westover | WV | 26501 | N/A | Public Charity | Continue work of organization during coronavirus pandemic | $5,000 |
| Facing Hunger Food Bank | |||||||
| 1327 7th Avenue | Huntington | WV | 25701 | N/A | Public Charity | Continue work of organization during coronavirus pandemic | $5,000 |
| Family Refuge Center | |||||||
| Po Box 249 | Lewisburg | WV | 24901 | N/A | Public Charity | operational and maintenance for emergency shelter | $5,000 |
| Feed More Inc DBA Central Viginia Foodbank | |||||||
| 1415 Rhoadmiller Street | Richmond | VA | 23220 | N/A | Public Charity | providing food to those in need | $1,000 |
| Festiv-ALL Charleston West Virginia Inc | |||||||
| PO Box 11287 | Charleston | WV | 25339 | N/A | Public Charity | Sponsor for annual fundraising event | $1,000 |
| First Baptist Church of Dunbar | |||||||
| PO Box 456 | Dunbar | WV | 25064 | N/A | Public Charity | In memory of Everette Sullivan | $10,000 |
| Glenville State College Foundation | |||||||
| 200 High Street | Glenville | WV | 26351 | N/A | Public School | student scholarships | $10,000 |
| God's Pantry Food Bank | |||||||
| 1685 Jaggie Fox Way | Lexington | KY | 40511 | N/A | Public Charity | Feed people in need. | $1,000 |
| Golden Girl Group Home | |||||||
| PO Box 876/999 B street | Ceredo | WV | 25507 | N/A | Public Charity | mentoring for girls | $2,500 |
| Greater Chicago Food Depository | |||||||
| 4100 W Ann Lurie Place | Chicago | IL | 60632 | N/A | Public Charity | Feed people in need. | $2,000 |
| Hacap Food Reservoir | |||||||
| 1515 Hawkeye Drive | Hiawatha | IA | 52233 | N/A | Public Charity | Feed people in need. | $1,000 |
| Harvest Hope Food Bank | |||||||
| PO Box 451 | Columbia | SC | 29202 | N/A | Public Charity | providing food to those in need | $1,000 |
| Huntington Dance Theatre | |||||||
| 825 4the Avenue | Huntington | WV | 25701 | N/A | Public Charity | The Nutcracker sponsor | $7,500 |
| Hurricane Soccer Club | |||||||
| 201 Chase Drive | Hurricane | WV | 25526 | N/A | Public Charity | soccer team expenses | $5,000 |
| Ignite Homeschool Sports Inc | |||||||
| 112 Teays Meadows | ScottDepot | WV | 25560 | N/A | Public Charity | basketball team expenses | $1,000 |
| Kanawha City Elementary School | |||||||
| 3601 Staunton Avenue | Charleston | WV | 25304 | N/A | Public School | Reading Program | $3,500 |
| Kanawha County Dental Health Council Inc | |||||||
| 100 Florida Street | Charleston | WV | 25302 | N/A | Public Charity | dental care for those in need | $2,500 |
| Kids' Chance of Pennsylvania | |||||||
| 1231 Highland Avenue | Fort Washington | PA | 19034 | N/A | Public Charity | scholarship programs for children of PA injured workers | $1,000 |
| Le Casa de Amistad | |||||||
| 746 S Meade Street | South Bend | IN | 46619 | N/A | Public Charity | Support youth and community center. | $1,000 |
| Legal Aid of West Virginia | |||||||
| 922 Quarrier Street 4th Floor | Charleston | WV | 25301 | N/A | Public Charity | 3rd and final installment | $25,000 |
| Lily's Place Inc | |||||||
| 1320 7th Avenue | Huntington | WV | 25701 | N/A | Public Charity | medical care for infants suffering from prenatal drug exposure | $20,000 |
| Loaves and Fishes Community Services | |||||||
| 1871 High Grove Lane | Naperville | IL | 60540 | N/A | Public Charity | Feed people in need. | $1,000 |
| Manna Meal | |||||||
| 1105 Quarrier Street | Charleston | WV | 25301 | N/A | Public Charity | Continue work of organization during coronavirus pandemic | $5,000 |
| Mission WV | |||||||
| 168 Midland Trail Suite 1 | Hurricane | WV | 25526 | N/A | Public Charity | efforts to assist relative caregivers | $5,000 |
| Mountain Mission Inc | |||||||
| 1620 7th Avenue | Charleston | WV | 25387 | N/A | Public Charity | emergency financial assistance programs | $2,500 |
| Mountaineer Foodbank | |||||||
| 4848 Enterprise Drive | Gassaway | WV | 26624 | N/A | Public Charity | Continue work of organization during coronavirus pandemic | $5,000 |
| National Youth Science Foundation | |||||||
| PO Box 3387 | Charleston | WV | 25333 | N/A | Public Charity | Stem Education programs | $10,000 |
| Oglebay Foundation | |||||||
| 265 Mansion Drive | Wheeling | WV | 26003 | N/A | Public Charity | handicapped accessible playground | $10,000 |
| OMEGA | |||||||
| 2005 Kanawha Boulevard East | Charleston | WV | 25311 | N/A | Public Charity | Jan Vineyard Charity Golf Outing | $5,000 |
| Pantry Plus More Inc | |||||||
| 9 Rousch Drive | Westover | WV | 26501 | N/A | Public Charity | providing food to school children and families | $2,000 |
| Pelotonia | |||||||
| 450 W Broad Street | Columbus | OH | 43215 | N/A | Public Charity | cycling events to raise money for cancer research | $25,000 |
| Poca High School Baseball Boosters | |||||||
| 1 Dot Way | Poca | WV | 25159 | N/A | Public School | baseball field maintenance | $2,000 |
| Pollen8 Inc dba Cafe Appalachia | |||||||
| PO Box 8011 | South Charleston | WV | 25303 | N/A | Public Charity | cover wages for employees during Covid 19 | $1,500 |
| PRIDE Community Services | |||||||
| PO Box 1346 | Logan | WV | 25601 | N/A | Public Charity | Continue work of organization during coronavirus pandemic | $5,000 |
| Read Aloud West Virginia | |||||||
| PO Box 1784 | Charleston | WV | 25071 | N/A | Public Charity | Read aPalooza event | $5,000 |
| Recovery Point of Huntington Inc | |||||||
| 900 20th Street | Huntington | WV | 25703 | N/A | Public Charity | Tee off for Recovery golf fundraiser | $1,500 |
| Riverside High School Volleyball Program | |||||||
| 1 Warrier Way | Belle | WV | 25015 | N/A | Public School | pay for bus for travel games | $750 |
| Rock River Valley Pantry | |||||||
| 421 South Rockton Ave | Rockford | IL | 61102 | N/A | Public Charity | Feed people in need. | $1,000 |
| Ronald McDonald House Charities of Southern West Virginia | |||||||
| 910 Pennsylvania Avenue | Charleston | WV | 25302 | N/A | Public Charity | 4th installment of 5 to support building of new house | $200,000 |
| Saint Francis of Assisi School | |||||||
| 525 Holley Street | Saint Albans | WV | 25177 | N/A | Public Charity | 2020 Annual Silent Auction | $500 |
| Second Harvest Food Bank of Metrolina Inc | |||||||
| 500-B Spratt Street | Charlotte | NC | 28206 | N/A | Public Charity | providing food to those in need | $1,000 |
| Second Harvest Food Bank of Middle Tennessee | |||||||
| 331 Great Circle Road | Nashville | TN | 37228 | N/A | Public Charity | providing food to those in need | $1,000 |
| Shawnee Park Foundation | |||||||
| 375 Henry Hoppy Shores Dr | Charleston | WV | 25301 | N/A | Public Charity | Park redevelopment | $200,000 |
| Soup Kitchen of Greater Wheeling | |||||||
| 1610 Eoff Street | Wheeling | WV | 26003 | N/A | Public Charity | Continue work of organization during coronavirus pandemic | $5,000 |
| South Charleston High School Athletic Department | |||||||
| 1 Eagle Way | South Charleston | WV | 25309 | N/A | Public School | costs associated with athletic program | $1,500 |
| Special Olympics of West Virginia | |||||||
| 3055 Mount Vernon Road | Hurricane | WV | 25526 | N/A | Public Charity | Special Olympics West Virginia Summer Games | $1,250 |
| Sportable | |||||||
| 1365 Overbrook Road Suite 2 | Richmond | VA | 23220 | N/A | Public Charity | support ""I am an Athlete"" sports program | $25,000 |
| Spring Hill Elementary School | |||||||
| 1901 Hall Avenue | Huntington | WV | 25701 | N/A | Public School | smoke detectors for students/families | $500 |
| State Fair of West Virginia | |||||||
| PO Drawer 986 | Lewisburg | WV | 24901 | N/A | Public Charity | 4 H and FFA Junior Livestock Show | $1,000 |
| The Change Initiative Inc | |||||||
| 424 North 4th Street Suite 300 | Clarksburg | WV | 26301 | N/A | Public Charity | Continue work of organization during coronavirus pandemic | $5,000 |
| The Library Foundation of Kanawaha County | |||||||
| 123 Capitol Street | Charleston | WV | 25301 | N/A | Public Charity | 3rd and final installment | $33,000 |
| Try This West Virginia | |||||||
| 1116 Smith Street Suite 301 | Charleston | WV | 25301 | N/A | Public Charity | resources, training for healthier local environments | $10,000 |
| Union Mission Ministries | |||||||
| PO Box 112 | Charleston | WV | 25321 | N/A | Public Charity | Feed People challenge | $7,500 |
| United Way of Central WV | |||||||
| 1 United Way Square | Charleston | WV | 25301 | N/A | Public Charity | support to those in need | $5,000 |
| West Side Middle School | |||||||
| 812 Park Avenue | Charleston | WV | 25302 | N/A | Public School | replace equipment and uniforms with recent school name change | $2,500 |
| West Virginia Breast Health Initiative | |||||||
| PO Box 6623 | Charleston | WV | 25302 | N/A | Public Charity | WVBHI Virtual Race for the Ribbon | $2,500 |
| West Virginia Broadcasters Association | |||||||
| PO Box 8499 South | Charleston | WV | 25303 | N/A | Public Charity | spring meeting | $2,000 |
| West Virginia Child Advocacy Network | |||||||
| 601 Morris St | Charleston | WV | 25301 | N/A | Public Charity | various programs and operational costs | $100,000 |
| West Virginia Child Advocacy Network | |||||||
| 601 Morris St Suite 202 | Charleston | WV | 25301 | N/A | Public Charity | 4th installment of 10- support various programs and operational costs | $100,000 |
| West Virginia Health Right Inc | |||||||
| 1520 Washington Street East | Charleston | WV | 25311 | N/A | Public Charity | medications and consumable supplies | $7,500 |
| 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 | $10,000 |
| West Virginia State University Foundation | |||||||
| 100 Barron Drive | Institute | WV | 25112 | N/A | Public School | 5th installment of 6 Encova scholarship fund | $50,000 |
| West Virginia University | |||||||
| PO Box 6025 | Morgantown | WV | 26506 | N/A | Public School | webinars - Covid 19 comeback | $2,500 |
| Wirt County Health Services Association DBA Coplin Health Systems | |||||||
| 483 Court St | Elizabeth | WV | 26143 | N/A | Public Charity | Dash for Diabetes event | $1,250 |
| WV Voluntary Organizations Active in Disaster Inc | |||||||
| PO Box 178 | Williamson | WV | 25661 | N/A | Public Charity | COVID 19 relief | $10,000 |
| WV Wildcats | |||||||
| 6 Rae Place | Charleston | WV | 25314 | N/A | Public Charity | 2020 Challenge Basketball Tournament | $1,750 |
| WVU Foundation | |||||||
| One Waterfront Place | Morgantown | WV | 26501 | N/A | Public School | Encova Center for Innovation and Entrepreneurship | $350,000 |
| WVU-Encova Center for Innovation and Entrepreneurship | |||||||
| 2161 University Avenue Suite 450 | Morgantown | WV | 26505 | N/A | Public School | ecosystem builders conference | $2,500 |
| YMCA of Kanawha Valley | |||||||
| 100 YMCA Drive | Charleston | WV | 25311 | N/A | Public Charity | Spirit of the Valley 2020 Event | $10,000 |
| Youth Services System Inc | |||||||
| PO Box 6041 | Wheeling | WV | 26003 | N/A | Public Charity | Celebrate Youth Festival | $5,000 |
| YWCA Charleston | |||||||
| 1426 Kanawha Boulevard | Charleston | WV | 25301 | N/A | Public Charity | Foodie Feast | $7,500 |
| YWCA of Charleston WV | |||||||
| 100 YMCA Drive | Charleston | WV | 25311 | N/A | Public Charity | empower women program | $25,000 |
| YWCA of Charleston WV | |||||||
| 1426 Kanawha Blvd East | Charleston | WV | 25301 | N/A | Public Charity | replacing network in Sojourner's Shelter | $6,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,543,250 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Ronald McDonald House Charities of Southern West Virginia | |||||||
| 910 Pennsylvania Avenue | Charleston | WV | 25302 | N/A | Public Charity | 5th installment of 5 to support building of new house | $200,000 |
| Shawnee Park Foundation | |||||||
| 375 Henry Hoppy Shores Dr | Charleston | WV | 25301 | N/A | Public Charity | Park redevelopment | $600,000 |
| Sportable | |||||||
| 1365 Overbrook Road Suite 2 | Richmond | VA | 23220 | N/A | Public Charity | support ""I am an Athlete"" sports program | $50,000 |
| West Virginia Child Advocacy Network | |||||||
| 601 Morris St | Charleston | WV | 25301 | N/A | Public Charity | support mission and operational costs | $500,000 |
| West Virginia State University Foundation | |||||||
| 100 Barron Drive | INstitute | WV | 25112 | N/A | Public Charity | Final installment- Encova Scholarship Fund | $100,000 |
| WVU Foundation | |||||||
| One Waterfront Place | Morgantown | WV | 26501 | N/A | Public School | Encova Center for Innovation and Entrepreneurship | $1,650,000 |
| YWCA Charleston | |||||||
| 1426 Kanawha Boulevard | Charleston | WV | 25301 | N/A | Public Charity | support various programs | $75,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $3,175,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $76 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $960,400 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $60,170 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,424,834 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,020,646 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,424,834 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,445,480 | 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 | $5,627 | Amt |
| Net Investment Income | $5,627 | 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 | $50,587,507 | BookValueAmt |
| EOYFMV | $50,587,507 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Bank fees | $6,572 | $6,572 | $0 |
| Amortization | $76,624 | $76,624 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous | Desc |
| Revenue And Expenses Per Books | $60,170 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $60,170 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $60,170 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized gains/losses on investments | Desc |
| Amt | $4,944,317 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Pending settlment | Desc |
| BOY Book Value | -$168 | BOYBookValueAmt |
| EOY Book Value | -$5,584 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment fees | CategoryTxt |
| Amt | $221,414 | Amt |
| Net Investment Income | $203,406 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Income Taxes | CategoryTxt |
| Amt | $39,897 | Amt |
| Net Investment Income | $39,897 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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