SACRED HEART CHILDRENS CENTER INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SACRED HEART CHILDRENS CENTER INC (EIN 55-0528075)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-05-13
- IRS object ID
- 202121339349102512
- Schema version
- 2019v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments 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 | 2021-05-13T14:28:25-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 262458029 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAVA & BANKO PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 117 EAST MAIN ST | AddressLine1Txt |
| City | BRIDGEPORT | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 26330 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | 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) |
|---|---|---|
| Business Name Control | SACR | BusinessNameControlTxt |
| Phone | 3046222801 | 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 P D'AMATO | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3046245995 | PhoneNum |
| Signature | 2021-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JULIUS D ALOI CPA | PreparerPersonNm |
| PTIN | P01337220 | PTIN |
| Phone | 3048424499 | PhoneNum |
| Preparation | 2021-05-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $2,398,253 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
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 | $374 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $374 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $48,383 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $48,383 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $19,160 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $845,944 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $19,160 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $67,917 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $67,917 | 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 | $1,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,950 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $11,366 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,366 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,932 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $100 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $135 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,383 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,426 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $95,518 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $95,518 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $111,901 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,426 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $95,518 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$43,984 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $54,491 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,026 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $45,958 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $45,958 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $840 | AcctRcvblBOYAmt |
| Corporate Stock BOY | $716,270 | CorporateStockBOYAmt |
| Corporate Stock EOY | $779,725 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,025,633 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,408,374 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,257,843 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,326,662 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,127,510 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,083,526 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,398,253 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,127,510 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,083,526 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,127,510 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,083,526 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,127,510 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,083,526 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,127,510 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$43,984 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,083,526 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,083,526 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES SHORT TERM | $69,077 | $71,458 | -$2,381 | -$2,381 |
| PUBLICLY TRADED SECURITIES LONG TERM | $746,631 | $755,326 | -$8,695 | -$8,695 |
| LONG-TERM CAPITAL GAIN DIVIDENDS | $30,236 | $30,236 | $30,236 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $19,160 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $106,808 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,259,884 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047263 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $95,797 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,263,254 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.042327 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $97,001 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,099,583 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046200 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $105,369 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,053,923 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051301 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $110,208 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,196,583 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050172 | DistributionYr5Rt |
| Total Distribution | 0.237263 | TotalDistributionRt |
| Average Distribution | 0.047453 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,293,890 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $108,852 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $545 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $109,397 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $95,518 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,090 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,090 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,090 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $32 | EsPenaltyAmt |
| Tax Due | $1,122 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WV | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.SACREDHEARTCHILDRENSCENTER.ORG | WebsiteAddressTxt |
| Individual With Books | WESBANCO BANK | IndividualWithBooksNm |
| Phone | 3042349400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 BANK PLAZA | AddressLine1Txt |
| City | WHEELING | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 26003 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| JERRY D'AMATO | ||||||||
| C/O SACRED HEART PO BOX 1581 | CLARKSBURG | WV | 26301 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| JANE SIMMERMAN | ||||||||
| C/O SACRED HEART PO BOX 1581 | CLARKSBURG | WV | 26301 | VICE-PRESIDENT | 1.00 | $0 | $0 | $0 |
| MICHAEL MALFREGEOT | ||||||||
| C/O SACRED HEART PO BOX 1581 | CLARKSBURG | WV | 26301 | TREASURER | 1.00 | $0 | $0 | $0 |
| MARK GREAVER | ||||||||
| C/O SACRED HEART PO BOX 1581 | CLARKSBURG | WV | 26301 | SECRETARY | 1.00 | $0 | $0 | $0 |
| JERRY D'AMATO | ||||||||
| C/O SACRED HEART PO BOX 1581 | CLARKSBURG | WV | 26301 | DIRECTOR | 1.00 | $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 | $2,293,711 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $35,111 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,328,822 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,328,822 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $34,932 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,293,890 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $114,695 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $114,695 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,090 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,090 | TotalTaxAmt |
| Distributable Before Adj | $113,605 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $113,605 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $113,605 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $95,518 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $95,518 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $95,518 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $113,605 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $11,163 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $95,518 | QualifyingDistributionsAmt |
| Applied To Year1 | $11,163 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $84,355 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $29,250 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JERRY DAMATO | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O SACRED HEART 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 | SACREDHEARTCHILDRENSCENTER@GMAIL.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 (65 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADAMSTON ELEMENTARY | |||||||
| 1636 WEST PIKE ST | CLARKSBURG | WV | 26301 | NONE | PC | 2019-2020 WINTER CLOTHING GRANT | $890 |
| BIG ELM ELEMENTARY | |||||||
| 200 TETRICK ROAD | SHINNSTON | WV | 26003 | NONE | PC | 2019-2020 WINTER CLOTHING GRANT | $1,830 |
| BRIDGEPORT HIGH SCHOOL | |||||||
| 515 JOHNSON AVENUE | BRIDGEPORT | WV | 26330 | NONE | PC | ASSIST STUDENT COST FOR DECA COMPETITION | $3,000 |
| BRIDGEPORT HIGH SCHOOL | |||||||
| 515 JOHNSON AVENUE | BRIDGEPORT | WV | 26330 | NONE | PC | SUPPLIES FOR SWIM TEAM | $500 |
| CAMP CONSUMED | |||||||
| PO BOX 77 | REYNOLDSVILLE | WV | 264220077 | NONE | PC | SCHOLARSHIP PROGRAM TUITION - SUMMER CAMP | $1,500 |
| CLARKSBURG BOARD OF PARK COMMISSION - CITY PARKS OF CLARKSBURG | |||||||
| 1 CLARKSBURG PARKWAY | CLARKSBURG | WV | 26301 | NONE | PC | EMERGENCY DISTRIBUTION | $500 |
| CLARKSBURG LEAGUE FOR SERVICE | |||||||
| PO BOX 35 | CLARKSBURG | WV | 26302 | NONE | PC | AMY'S ATTIC - PURCHASE SHOES, CLOTHING, WINTER COATS, DIAPERS | $3,000 |
| FRIENDS OF THE CLARKSBURG PARKS FOUNDATION | |||||||
| 1 CLARKSBURG PARKWAY | CLARKSBURG | WV | 26301 | NONE | PC | SIX WEEKS SUMMER PLAYGROUND PROGRAM AND EMERGENCY GRANT | $2,500 |
| CLARKSBURG-HARRISON COUNTY REGIONAL HOUSING AUTHORITY | |||||||
| 433 BALTIMORE AVENUE | CLARKSBURG | WV | 26301 | NONE | PC | SCHOOL HOMEWORK HELP PROGRAM | $1,500 |
| LITTLE EAGLES FOOTBALL - MOUNTAINEER YOUTH FOOTBALL | |||||||
| ONE MOUNTAINEER DRIVE | CLARKSBURG | WV | 26301 | NONE | PC | PURCHASE FOOTBALL JERSEYS | $2,100 |
| ROBERT C BYRD HIGH SCHOOL SHOW CHOIR BOOSTERS | |||||||
| PO BOX 1370 | CLARKSBURG | WV | 26302 | NONE | PC | COSTUMES AND ACCESSORIES FOR SHOW CHOIR COMPETITION | $1,275 |
| LIBERTY HIGH SCHOOL | |||||||
| ONE MOUNTAINEER DRIVE | CLARKSBURG | WV | 26301 | NONE | PC | NEW BAND UNIFORMS | $8,000 |
| JOHNSON ELEMENTARY | |||||||
| 531 JOHNSON AVENUE | BRIDGEPORT | WV | 26330 | NONE | PC | 2019-2020 WINTER CLOTHING GRANT | $675 |
| LIBERTY HIGH SCHOOL | |||||||
| ONE MOUNTAINEER DRIVE | CLARKSBURG | WV | 26301 | NONE | PC | 2019-2020 WINTER CLOTHING GRANT | $1,085 |
| LINCOLN MIDDLE SCHOOL | |||||||
| 78 JERRY TOTH DRIVE | SHINNSTON | WV | 264318502 | NONE | PC | 2019-2020 WINTER CLOTHING GRANT | $1,235 |
| LINCOLN HIGH SCHOOL | |||||||
| 100 JERRY TOTH DRIVE | SHINNSTON | WV | 264311903 | NONE | PC | 2019-2020 WINTER CLOTHING GRANT | $1,235 |
| LINCOLN HIGH SCHOOL | |||||||
| 100 JERRY TOTH DRIVE | SHINNSTON | WV | 264311903 | NONE | PC | PROVIDE COST FOR EIGHT STUDENTS FOR BAND TRIP TO DISNEYLAND | $5,200 |
| LOST CREEK ELEMENTARY | |||||||
| PO BOX 128 | LOST CREEK | WV | 26385 | NONE | PC | 2019-2020 WINTER CLOTHING GRANT | $500 |
| LOWE PUBLIC LIBRARY | |||||||
| 40 BRIDGE STREET | SHINNSTON | WV | 26431 | NONE | PC | SUMMER READING PROGRAM | $500 |
| LUMBERPORT ELEMENTARY | |||||||
| PO BOX 417 | LUMBERPORT | WV | 26386 | NONE | PC | 2019-2020 WINTER CLOTHING GRANT | $825 |
| MOUNTAINEER MIDDLE SCHOOL | |||||||
| 2 MOUNTAINEER DRIVE | CLARKSBURG | WV | 26301 | NONE | PC | 2019-2020 WINTER CLOTHING GRANT | $1,050 |
| NORTH VIEW ELEMENTARY | |||||||
| 1400 NORTH 19TH STREET | CLARKSBURG | WV | 26301 | NONE | PC | STEAM CLASSROOM | $500 |
| NORWOOD ELEMENTARY | |||||||
| KIDD AVENUE | STONEWOOD | WV | 26301 | NONE | PC | 2019-2020 WINTER CLOTHING GRANT | $800 |
| NUTTER FORT ELEMENTARY | |||||||
| 1302 BUCKHANNON PIKE | NUTTER FORT | WV | 26301 | NONE | PC | 2019-2020 WINTER CLOTHING GRANT | $1,710 |
| NUTTER FORT INTERMEDIATE | |||||||
| 1302 BUCKHANNON PIKE | CLARKSBURG | WV | 26301 | NONE | PC | 2019-2020 WINTER CLOTHING GRANT | $1,380 |
| ROBERT C BYRD HIGH SCHOOL THEATRE | |||||||
| ONE EAGLE WAY | CLARKSBURG | WV | 26301 | NONE | PC | PURCHASE PROPS/COSTUMES FOR STAGE PRODUCTION | $2,000 |
| ROBERT C BYRD HIGH SCHOOL | |||||||
| ONE EAGLE WAY | CLARKSBURG | WV | 26301 | NONE | PC | 2019-2020 WINTER CLOTHING GRANT | $1,465 |
| SALEM ELEMENTARY | |||||||
| 273 EDUCATION WAY | SALEM | WV | 264267524 | NONE | PC | 2019-2020 WINTER CLOTHING GRANT | $710 |
| SHEPHERD'S CORNER | |||||||
| PO BOX 101 | BRIDGEPORT | WV | 263308502 | NONE | PC | UNDERGARMENTS TO INDIVIDUAL CHILDREN IN NEED | $1,500 |
| SIMPSON ELEMENTARY | |||||||
| 250 WORTHINGTON DRIVE | BRIDGEPORT | WV | 26330 | NONE | PC | 2019-2020 WINTER CLOTHING GRANT | $630 |
| SOUTH HARRISON HIGH SCHOOL | |||||||
| 3073 HAWK HIGHWAY | LOST CREEK | WV | 26385 | NONE | PC | 2019-2020 WINTER CLOTHING GRANT | $500 |
| SOUTH HARRISON MIDDLE SCHOOL | |||||||
| 3003 HAWK HIGHWAY | LOST CREEK | WV | 26385 | NONE | PC | 2019-2020 WINTER CLOTHING GRANT | $515 |
| SOUTH HARRISON MIDDLE SCHOOL | |||||||
| 3003 HAWK HIGHWAY | LOST CREEK | WV | 26385 | NONE | PC | FAMILY & CONSUMER SCIENCE CLASSES FOR TEENS | $1,500 |
| ST MARY'SNOTRE DAME GRADE SCHOOL | |||||||
| 107 EAST PIKE STREET | CLARKSBURG | WV | 26301 | NONE | PC | 2019-2020 WINTER CLOTHING GRANT | $500 |
| STARS & STRIDES THERAPEUTIC EQUINE CENTER | |||||||
| 500 LIMESTONE ROAD | CLARKSBURG | WV | 26301 | NONE | PC | OPERATING EXPENSES; SCHOLARSHIPS | $2,400 |
| UNITED HIGH SCHOOL | |||||||
| 1349 SHINNSTON PIKE | CLARKSBURG | WV | 263016307 | NONE | PC | 2019-2020 WINTER CLOTHING GRANT | $500 |
| WASHINGTON IRVING MIDDLE SCHOOL | |||||||
| 442 LEE AVENUE | CLARKSBURG | WV | 26301 | NONE | PC | STUDENTS AT WIMS FOOD PANTRY | $1,000 |
| WASHINGTON IRVING MIDDLE SCHOOL | |||||||
| 442 LEE AVENUE | CLARKSBURG | WV | 26301 | NONE | PC | 2019-2020 WINTER CLOTHING GRANT | $1,390 |
| WEST MILFORD ELEMENTARY | |||||||
| 226 SCHOOL STREET | WEST MILFORD | WV | 26451 | NONE | PC | 2019-2020 WINTER CLOTHING GRANT | $1,565 |
| WEST MILFORDLOST CREEK ELEMENTARY | |||||||
| 226 SCHOOL STREET | WEST MILFORD | WV | 26451 | NONE | PC | PARENT INVOLVEMENT PROJECT - EARLY INTERVENTION | $500 |
| WILSONBURG ELEMENTARY | |||||||
| 1040 WILSONBURG ROAD | CLARKSBURG | WV | 26301 | NONE | PC | 2019-2020 WINTER CLOTHING GRANT | $725 |
| YOUNG LIFE HARRISON COUNTY | |||||||
| PO BOX 975 | BRIDGEPORT | WV | 26330 | NONE | PC | BIBLES AND WORKBOOKS FOR OUTREACH PROGRAM | $1,500 |
| THE MUSTARD SEED | |||||||
| PO BOX 2709 | CLARKSBURG | WV | 26302 | NONE | PC | CLOTHES & SHOES FOR HARRISON COUNTY CHILDREN IN NEED | $8,000 |
| SOUTHERN AREA PUBLIC LIBRARY | |||||||
| PO BOX 282 | LOST CREEK | WV | 26385 | NONE | PC | SUMMER READING PROGRAM | $500 |
| NUTTER FORT PUBLIC LIBRARY | |||||||
| 1300 BUCKHANNON PIKE | CLARKSBURG | WV | 26301 | NONE | PC | SUMMER READING PROGRAM | $500 |
| BRIDGEPORT PUBLIC LIBRARY | |||||||
| 1200 JOHNSON AVENUE | BRIDGEPORT | WV | 26330 | NONE | PC | SUMMER READING PROGRAM | $500 |
| CLARKSBURG-HARRISON PUBLIC LIBRARY | |||||||
| 404 WEST PIKE STREET | CLARKSBURG | WV | 26301 | NONE | PC | SUMMER READING PROGRAM | $500 |
| POP CLUB FOR KIDS AT THE BRIDGEPORT FARMERS MARKET | |||||||
| 508 OVERHILL STREET | MORGANTOWN | WV | 265054827 | NONE | PC | POP CLUB PASSPORT TO HEALTH TOKEN PROGRAM | $500 |
| BRIDGEPORT AMERICAN LEGION BASEBALL | |||||||
| 5145 NORTH GRANT STREET | CLARKSBURG | WV | 263017029 | NONE | PC | UNIFORMS, EQUIPMENT AND FIELD RENTALS | $1,000 |
| WV PATRIOT BASEBALL INC | |||||||
| 10 LEE ANN LN | BRIDGEPORT | WV | 26330 | NONE | PC | UNIFORMS, EQUIPMENT AND FIELD RENTALS | $1,000 |
| SOUTHERN AREA PUBLIC LIBRARY | |||||||
| PO BOX 282 | LOST CREEK | WV | 26385 | NONE | PC | PURCHASE JUNIOR LIBRARY BOOKS FOR LITERACY & WRITING COURSES | $842 |
| THE GLORY DAYS FOUNDATION | |||||||
| 61 ST FRANCIS WAY | BRIDGEPORT | WV | 26330 | NONE | PC | SPECIAL NEEDS SUPPLIES - MEDICAL DIAGNOSIS OF CHILD | $2,000 |
| LIFE LEAGUE AT BRIDGEPORT HIGH SCHOOL | |||||||
| 515 JOHNSON AVENUE | BRIDGEPORT | WV | 26330 | NONE | PC | MENTAL HEALTH MATERIALS TO HELP TEENS | $2,500 |
| HERITAGE CHRISTIAN SCHOOL | |||||||
| 225 NEWTON STREET | BRIDGEPORT | WV | 263301734 | NONE | PC | 2019-2020 WINTER CLOTHING GRANT | $500 |
| HARRISON COUNTY BOARD OF EDUCATION - STUDENT ACHIEVEMENT | |||||||
| PO BOX 1370 | CLARKSBURG | WV | 26301 | NONE | PC | SCHOLARSHIPS OF $500 EACH TO TWO STUDENTS | $1,000 |
| NORTH VIEW ELEMENTARY | |||||||
| 1400 NORTH 19TH STREET | CLARKSBURG | WV | 26301 | NONE | PC | 2019-2020 WINTER CLOTHING GRANT | $975 |
| WASHINGTON IRVING MIDDLE SCHOOL | |||||||
| 442 LEE AVENUE | CLARKSBURG | WV | 26301 | NONE | PC | SHOW CHOIR TRIPS, COSTUMES, FEES | $1,000 |
| HERITAGE CHRISTIAN SCHOOL | |||||||
| 225 NEWTON STREET | BRIDGEPORT | WV | 26330 | NONE | PC | UPDATE COMPUTER LAB | $2,500 |
| JOHNSTOWN CEOS | |||||||
| 4596 JOHNSTOWN RD | LOST CREEK | WV | 26385 | NONE | PC | FOR COSTS OF RIDES, GAMES AT JOHNSTOWN FAIR | $3,000 |
| CHANGE INITIATIVE CORPORATION | |||||||
| 424 N 4TH ST SUITE 300 | CLARKSBURG | WV | 26301 | NONE | PC | MENTORING PROGRAM - ACADEMICS AND LIFE SKILLS | $1,250 |
| MARIE GASTON SCHOLARSHIP FUND | |||||||
| 1226 PHILLI LN | SHINNSTON | WV | 26431 | NONE | PC | 4-H CAMP COSTS | $500 |
| CLARKSBURG FIRE DEPT | |||||||
| N OHIO AVE | CLARKSBURG | WV | 26301 | NONE | PC | DISTRIBUTE SMOKE DETECTORS TO EACH FIRST-GRADER | $1,932 |
| MT ZION YOUTH MINISTRIES | |||||||
| 315 WATER STREET | CLARKSBURG | WV | 26301 | NONE | PC | YOUTH MINISTRY - SUMMER/ BACK TO SCHOOL FIELD TRIPS | $1,000 |
| LIFE CHOICE INC | |||||||
| PO BOX 1321 | CLARKSBURG | WV | 26302 | NONE | PC | UPGRADE "EARN WHILE YOU LEARN" PROGRAM | $1,079 |
| BRIDGEPORT PRESBYTERIAN CHURCH | |||||||
| 1 JOHN CALVIN DR | BRIDGEPORT | WV | 26330 | NONE | PC | CHIMES AND MUSICAL INSTRUMENT SONG BOOKS | $750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $95,518 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $374 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $48,383 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $19,160 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $67,917 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $67,917 | TotalIncomeProducingActyAmt |
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 | $1,950 | Amt |
| Net Investment Income | $1,950 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (45 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| WALT DISNEY COMPANY | $12,280 | $19,068 |
| JP MORGAN CHASE | $19,006 | $24,644 |
| APPLE INC. | $12,315 | $33,197 |
| ALPHABET INC CL A | $9,519 | $25,525 |
| AMGEN INC | $13,198 | $19,341 |
| CHEVRON CORPORATION | $18,325 | $19,006 |
| BROADCOM LTD | $21,940 | $39,767 |
| CONSTELLATION BRANDS INC | $18,860 | $20,294 |
| DANAHER CORP | $6,872 | $17,329 |
| JOHNSON & JOHNSON | $17,513 | $22,501 |
| MARATHON PETROLEUM CORP | $12,888 | $13,644 |
| MASTERCARD INC CLASS A | $15,248 | $31,640 |
| MERCK & CO | $18,250 | $24,436 |
| MICROSOFT CORP | $13,436 | $37,649 |
| MONDELEZ INTERNATIONAL | $11,781 | $13,703 |
| NEXTERA ENERGY | $7,812 | $16,572 |
| PALO ALTO NETWORKS | $10,985 | $16,766 |
| US BANCORP | $32,985 | $27,063 |
| ALIBABA GROUP HOLDINGS LTD | $12,332 | $21,786 |
| AMAZON.COM INC | $17,040 | $44,141 |
| FACEBOOK INC | $23,801 | $36,104 |
| PEPSICO INC | $14,214 | $16,003 |
| T-MOBILE US INC | $11,588 | $18,643 |
| MEDTRONIC PLC | $16,748 | $18,799 |
| ULTA BEAUTY INC | $18,207 | $16,884 |
| RAYTHEON TECHNOLOGIES | $24,086 | $19,225 |
| SALESFORCE.COM, INC | $23,971 | $35,593 |
| LOCKHEED MARTIN | $19,086 | $21,165 |
| DUPONT DE NEMOURS INC | $25,903 | $20,508 |
| KINDER MORGAN INC | $17,053 | $16,535 |
| ADVANCED MICRO DEVICES | $8,884 | $18,834 |
| CVS HEALTH CORP | $24,730 | $26,248 |
| DIGITAL REALTY TRUST INC | $14,478 | $18,474 |
| FMC CORPORATION | $18,751 | $24,008 |
| KANSAS CITY SOUTHERN | $17,037 | $23,439 |
| MORGAN STANLEY | $18,447 | $22,266 |
| PAYPAL HOLDINGS | $19,815 | $33,975 |
| WALMART INC | $10,785 | $14,733 |
| BOEING CO. | $28,924 | $22,913 |
| CONAGRA BRANDS INC | $13,308 | $16,319 |
| PRUDENTIAL FINANCIAL INC. | $26,489 | $19,549 |
| TJX COMPANIES INC. | $22,025 | $19,769 |
| TRUIST FINANCIAL CORP | $22,714 | $17,836 |
| TYSON FOODS INC CL A | $16,823 | $17,913 |
| UNITED HEALTH GROUP INC | $19,273 | $21,826 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (16 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESCO INT'L GROWTH FD - I | AT COST | $46,848 | $45,864 |
| ARTISAN MID CAP FUND INS | AT COST | $75,645 | $85,499 |
| FEDERATED HERMES TOTAL RETURN BD FD #328 | AT COST | $186,217 | $197,249 |
| FEDERATED HERMES INT'L LEADERS FUND | AT COST | $23,433 | $24,300 |
| FIDELITY ADVISOR STRATEGIC INCOME FUND | AT COST | $161,606 | $162,269 |
| METROPOLITAN WEST TOTAL RETURN BOND FD | AT COST | $181,063 | $194,406 |
| PRIMECAP ODYSSEY AGGRESSIVE GR | AT COST | $102,637 | $119,707 |
| VANGUARD S/T INVEST GR - ADM #539 | AT COST | $72,245 | $75,177 |
| AMG MANAGERS SKYLINE SPECIAL EQ FD | AT COST | $38,907 | $32,116 |
| OAKMARK INTERNATIONAL FD - INST | AT COST | $79,623 | $65,172 |
| T ROWE PRICE NEW HORIZONS FED # | AT COST | $49,262 | $63,685 |
| BROWN CAPITAL MANAGEMENT SMALL CO INST | AT COST | $35,918 | $40,830 |
| COLUMBIA EMERGING MKTS FUND-13 | AT COST | $17,440 | $24,069 |
| I SHARES BARCLAYS 1-3 YR TREASURY BOND FUND ETF | AT COST | $38,793 | $38,801 |
| T-MOBILE US INC - RIGHTS | AT COST | $0 | $30 |
| VANGUARD INTM-TERM INV GRADE FD - ADM #571 | AT COST | $148,206 | $157,488 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISC SECURITIES LITIGATION FEES | $10 | $10 | $0 |
| POST OFFICE BOX RENTAL FEE | $92 | $0 | $0 |
| WV CORPORATE ANNUAL REPORT | $25 | $0 | $0 |
| MISC EXPENSES | $8 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $11,366 | Amt |
| Net Investment Income | $11,366 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $100 | $100 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YR | $2,832 | $0 | $0 |
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