ENCOVA FOUNDATION OF WEST VIRGINIA: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- ENCOVA FOUNDATION OF WEST VIRGINIA (EIN 80-0772825)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-14
- IRS object ID
- 201903189349100030
- Schema version
- 2018v3.1
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-14T12:30:43-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 550486667 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Arnett Carbis Toothman 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 | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 800772825 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Brickstreet Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BRIC | 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 | 2019-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Dolores Rose | PreparerPersonNm |
| PTIN | P01286262 | PTIN |
| Phone | 3043460441 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 216.12.119.47 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-12 | IPDt |
| IP Tm | 15:54:31 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 189E7E0A389CD25A9DA3FDB9013AAEDF90286210 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | BE62E467381290C5D3675BD8E9DCEA7A139F0EE9 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $41,807,641 | 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 | $775 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $775 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $752,722 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $752,722 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,144,218 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,164,198 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,144,218 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $150,009 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $150,009 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,047,724 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,047,724 | 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 |
| Other Prof Fees Rev And Expnss | $157,291 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $152,630 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $64,017 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $64,017 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $17,471 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $17,471 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $238,779 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $234,118 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,070,633 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,322,633 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,309,412 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $234,118 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,322,633 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,261,688 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,813,606 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $668,223 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $555,690 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $555,690 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $49,101 | AcctRcvblAmt |
| Acct Rcvbl EOY | $49,101 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $49,101 | AcctRcvblEOYFMVAmt |
| Grants Receivable BOY | $15,000,000 | GrantsReceivableBOYAmt |
| Grants Receivable EOY | $15,000,000 | GrantsReceivableEOYAmt |
| Grants Receivable EOYFMV | $15,000,000 | GrantsReceivableEOYFMVAmt |
| Other Investments BOY | $27,649,065 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $26,202,850 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $26,202,850 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $43,317,288 | TotalAssetsBOYAmt |
| Total Assets EOY | $41,807,641 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $41,807,641 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $5,563,333 | GrantsPayableBOYAmt |
| Grants Payable EOY | $5,606,000 | GrantsPayableEOYAmt |
| Deferred Revenue BOY | $2,148 | DeferredRevenueBOYAmt |
| Other Liabilities BOY | -$4,877 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,312 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $5,560,604 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,607,312 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $37,756,684 | RetainedEarningBOYAmt |
| Retained Earning EOY | $36,200,329 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $37,756,684 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $36,200,329 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $43,317,288 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $41,807,641 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $37,756,684 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,261,688 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,705,333 | OtherIncreasesAmt |
| Subtotal | $36,200,329 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $36,200,329 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicaly Traded Securities | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $6,164,198 | GrossSalesPriceAmt |
| Cost Or Other Basis | $5,019,980 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,144,218 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,144,218 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,144,218 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,889,122 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $28,640,706 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.100875 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $8,222,988 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $32,256,893 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.254922 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $4,235,090 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $30,807,571 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.137469 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,299,136 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $30,541,387 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.108022 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,814,785 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $31,112,598 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.122612 | DistributionYr5Rt |
| Total Distribution | 0.723900 | TotalDistributionRt |
| Average Distribution | 0.144780 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $27,550,013 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,988,691 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $18,136 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,006,827 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,322,633 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $36,272 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $36,272 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $36,272 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $14,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $796 | EsPenaltyAmt |
| Tax Due | $23,068 | 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 | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | brickstreetfoundation.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 | President | 0.50 | $0 | $0 | $0 |
| James Christopher Howat | ||||||||
| 400 Quarrier Street | Charleston | WV | 25301 | Treasurer | 0.50 | $0 | $0 | $0 |
| Thomas J Obrokta Jr | ||||||||
| 400 Quarrier Street | Charleston | WV | 25301 | Secretary | 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 | $27,234,393 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $735,163 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $27,969,556 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $27,969,556 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $419,543 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $27,550,013 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,377,501 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,377,501 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $36,272 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $36,272 | TotalTaxAmt |
| Distributable Before Adj | $1,341,229 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,341,229 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,341,229 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,322,633 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,322,633 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,322,633 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,341,229 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,748,049 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,793,613 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,702,881 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $6,619,667 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,484,772 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $14,348,982 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,322,633 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,341,229 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,981,404 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $16,330,386 | 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 | $1,748,049 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $14,582,337 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,793,613 | ExcessFromYear4Amt |
| Excess From Year3 | $2,702,881 | ExcessFromYear3Amt |
| Excess From Year2 | $6,619,667 | ExcessFromYear2Amt |
| Excess From Year1 | $1,484,772 | ExcessFromYear1Amt |
| Excess From Current Year | $1,981,404 | ExcessFromCurrentYearAmt |
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 (115 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| American Heart Association | ||||||||
| 162 Court St | Charleston | WV | 21502 | N/A | Public Charity | Heart Walks | $6,500 | |
| American Red Cross WV Region | ||||||||
| 113 Lakeview Drive | Charleston | WV | 25313 | N/A | Public Charity | New Emergency Response Vehicle Installment 1/3 | $50,000 | |
| American Red Cross | ||||||||
| 113 Lakeview Drive | Charleston | WV | 25313 | N/A | Public Charity | 2018 Hurricane Florence Relief | $10,000 | |
| APPALACHIAN COUNCIL INC (AFL-CIO) | ||||||||
| 501 Leon Sullivan Way | Charleston | WV | 25301 | N/A | Public Charity | Training and career placement opportunities | $1,500 | |
| Arthritis Foundation | ||||||||
| 1116 Smith Street 301 | Charleston | WV | 25301 | N/A | Public Charity | Arthritis awareness support | $2,000 | |
| Augusta Levy Learning Center | ||||||||
| PO Box 6711 | Wheeling | WV | 26003 | N/A | Public Charity | Color Me Au-Some 5k | $1,000 | |
| Bible Center School | ||||||||
| 1111 Oakhurst Drive | Charleston | WV | 25314 | N/A | Public School | Security Enhancement Plan Support | $10,000 | |
| Buckskin Council BSA | ||||||||
| 2829 Kanawha Blvd E | Charleston | WV | 25311 | N/A | Public Charity | Friends of Scouting | $10,000 | |
| Buckskin Council BSA | ||||||||
| 2829 Kanawha Blvd E | Charleston | WV | 25311 | N/A | Public Charity | Leadership Center | $100,000 | |
| Cabell Huntington Hospital Foundation | ||||||||
| 1340 Hal Greer Boulevard | Huntington | WV | 25701 | N/A | Public Charity | Hoops Family Children's Hosptial | $175,000 | |
| CADCO Foundation Inc | ||||||||
| 1116 Smith Street 301 | Charleston | WV | 25301 | N/A | Public Charity | Building Our Advantage Installment 1/3 | $10,000 | |
| CAMC FOUNDATION INC | ||||||||
| 3414 Staunton Avenue | Charleston | WV | 25304 | N/A | Public Charity | General Donation | $10,000 | |
| Caron Treatment Centers | ||||||||
| 401 Plymouth Rd Ste 325 | Plymouth Meeting | PA | 19462 | N/A | Public Charity | General Donation | $7,500 | |
| Cedar Grove Elementary Robotics Team | ||||||||
| PO Box J | CedarGrove | WV | 25039 | N/A | Public School | VexIQ Support | $500 | |
| Charleston FC Goal Club Inc | ||||||||
| PO Box 40491 | Charleston | WV | 25301 | N/A | Public Charity | Youth Soccer Scholarships Support | $5,000 | |
| Childhood Language Center | ||||||||
| 1313 Quarrier Street | Charleston | WV | 25301 | N/A | Public Charity | Firecracker 5K Run/Walk | $5,000 | |
| Childhood Language Center | ||||||||
| 1313 Quarrier Street | Charleston | WV | 25301 | N/A | Public Charity | Group Therapy/Summer Camp Support | $5,000 | |
| Chilren's Therapy Clinic Inc | ||||||||
| 113 Lakeview Drive | Charleston | WV | 25313 | N/A | Public Charity | Comprehensive Therapeutic Service Support | $10,000 | |
| Clay Center for the Arts & Sciences of WV | ||||||||
| One Clay Square | Charleston | WV | 25301 | N/A | Public Charity | Museum Renovation | $333,333 | |
| Craik-Patton House Foundation Inc | ||||||||
| PO Box 11782 | Charleston | WV | 25339 | N/A | Public Charity | Operation and Maintenance Support | $20,000 | |
| Cross Lanes Christian School | ||||||||
| 5330 Floradale Drive | Cross Lanes | WV | 25313 | N/A | Public Charity | Risers for the Choir | $5,000 | |
| Development Therapy Clinic Inc | ||||||||
| 803 7th Avenue | Huntington | WV | 45619 | N/A | Public Charity | All Aboard"" Fundraiser | $1,000 | |
| Down Syndrome Network of West Virginia | ||||||||
| PO Box 7102 | Charleston | WV | 25356 | N/A | Public Charity | Buddy Walk | $1,250 | |
| Fairmont State Foundation | ||||||||
| 1201 Locust Avenue | Fairmont | WV | 26554 | N/A | State University | Spring into Action Fair"" | $1,000 | |
| Faith in Action of the Greater Kanawha Valley | ||||||||
| PO Box 11623 | Charleston | WV | 25339 | N/A | Public Charity | Pedal with Purpose Family Fund Bike Ride | $500 | |
| FCCLA Wheeling Park High School | ||||||||
| 23 Burkham Court | Wheeling | WV | 26003 | N/A | Public School | Competition Travel Expenses | $500 | |
| Fellowship of Christian Athletes | ||||||||
| PO Box 11556 | Charleston | WV | 25339 | N/A | Public Charity | FCA Night of Champions Banquet | $2,500 | |
| FestivALL Charleston | ||||||||
| 100 Capitol Street | Charleston | WV | 25301 | N/A | Public Charity | FestivALL events | $1,500 | |
| Friends of Coal Ladies Auxiliary | ||||||||
| PO Box 1109 | Beckley | WV | 25802 | N/A | Public Charity | Giving hearts program | $2,500 | |
| GFWC Bridgeport Junior Women's Club | ||||||||
| PO Box 923 | Bridgeport | WV | 26330 | N/A | Public Charity | Be the Change Ball"" | $500 | |
| Girl Scouts Black Diamond Council | ||||||||
| 321 Virginia St | Charleston | WV | 25302 | N/A | Public Charity | Cookie Palooza | $15,000 | |
| Golden Girl Group Home | ||||||||
| PO Box 876/999 B street | Ceredo | WV | 25507 | N/A | Public Charity | Learning and Development Support | $5,000 | |
| Greater Bluefield Chamber of Commerce | ||||||||
| PO Box 4098 | Bluefield | WV | 24701 | N/A | Public Charity | Adult Mercer/Tazewell Leadership Program Support | $900 | |
| Greenbrier County 4-H Foundation | ||||||||
| PO Box 88 | Frankford | WV | 24901 | N/A | Public Charity | Junior Olympics - Makayla Scott | $5,000 | |
| Habitat for Humanity of Kanawha and Putnam County | ||||||||
| 815 Court Street | Charleston | WV | 25302 | N/A | Public Charity | Youth Master Homeowners Education Project | $4,000 | |
| Harts PK-8 | ||||||||
| 1246 McCellan Highway | Harts | WV | 25524 | N/A | Public Charity | Cincinnati Zoo Field Trip Support | $750 | |
| Horace Mann Middle School | ||||||||
| 4300 MacCorkle Ave SE | Charleston | WV | 25304 | N/A | Public School | Meeting Room Improvement Support | $7,500 | |
| Huntington City Mission | ||||||||
| 624 10th Street | Huntington | WV | 25701 | N/A | Public Charity | General Donation | $3,500 | |
| Huntington Dance Theatre | ||||||||
| PO Box 2211 | Huntington | WV | 25722 | N/A | Public Charity | The Huntington Nutcracker Ballet | $10,000 | |
| Huntington High School Band Boosters | ||||||||
| One Highlander Way | Huntington | WV | 25701 | N/A | Public School | Thunder on the Hill Band Competition | $5,000 | |
| Hurricane High School Boys Soccer | ||||||||
| 3550 Teays Valley Road | Hurricane | WV | 25526 | N/A | Public School | Boys Soccer Team Support - Installment 1/3 | $3,500 | |
| Hurricane High School | ||||||||
| 3550 Teays Valley Road | Hurricane | WV | 25526 | N/A | Public School | Scoreboard | $14,500 | |
| Hurricane Soccer Club | ||||||||
| 201 Chase Drive | Hurricane | WV | 25526 | N/A | Public Charity | Travel Expenses - Installment 1/3 | $1,500 | |
| Ignite Homeschool Sports Inc | ||||||||
| 112 Teays Meadows | ScottDepot | WV | 25560 | N/A | Public Charity | Homeschool Athletic Support | $1,000 | |
| ITPS Sports Foundation | ||||||||
| 11364 Perry Highway | Wexford | PA | 15090 | N/A | Public Charity | College Scholarship Program | $7,500 | |
| JDRF WV BranchCommunity Partners | ||||||||
| 26th Broadway 14th Floor | NewYork | NY | 10004 | N/A | Public Charity | T1D Day for Families | $2,500 | |
| Kanawha City Elementary School | ||||||||
| 3601 Staunton Avenue | Charleston | WV | 25304 | N/A | Public School | Achieve 3000 Reading Program | $3,500 | |
| Kanawha Valley Senior Services Inc | ||||||||
| 2428 Kanawha Blvd | Charleston | WV | 25301 | N/A | Public Charity | Kanawha County Nutrition Program Support | $13,000 | |
| Keep Your Faith Corporation | ||||||||
| 1046 Garden Street | Charleston | WV | 25302 | N/A | Public Charity | School Supplies Support | $2,500 | |
| Keep Your Faith Corporation | ||||||||
| 1046 Garden Street | Charleston | WV | 25302 | N/A | Public Charity | Basketball Hoop Installation Support | $5,000 | |
| Kids' Chance of West Virginia Inc | ||||||||
| 1231 Highland Ave | Fort Washington | PA | 19034 | N/A | Public Charity | Donation Scholarship Program | $1,000 | |
| Legal Aid of West Virginia | ||||||||
| 922 Quarrier Street 4th Floor | Charleston | WV | 25301 | N/A | Public Charity | Domestic Violence Assistance Installment 1/3 | $50,000 | |
| Lincoln County Fairs & Festivals | ||||||||
| 8300 Court Avenue | Hamlin | WV | 25523 | N/A | Public Charity | WV Hillbilly Days Festival | $500 | |
| Lincoln County High School Cross Country Team | ||||||||
| 83 Lincoln Panther Way | Hamlin | WV | 25559 | N/A | Public School | Support Donation | $1,500 | |
| Make-A-Wish Greater PA & WV | ||||||||
| 707 Grant Street Suite 3700 | Pittsburgh | PA | 15219 | N/A | Public Charity | Wishmakers Program Support | $4,400 | |
| Miss West Virginia Scholarship Organization | ||||||||
| 129 Hickory Ridge Road | Morgantown | WV | 25608 | N/A | Public Charity | Scholarship Funding | $9,500 | |
| Mountain Mission Inc | ||||||||
| 1620 7th Avenue | Charleston | WV | 25387 | N/A | Public Charity | Feeding program support | $7,500 | |
| Mountain Mission Inc | ||||||||
| 1620 7th Avenue | Charleston | WV | 25387 | N/A | Public Charity | Christmas Food Basket Program - Mark Lowry | $1,500 | |
| Mountain State Forest Festival | ||||||||
| PO Box 388 | Elkins | WV | 26241 | N/A | Public Charity | 82nd Mountain State Forest Festival Support | $2,500 | |
| Mountaineer Food Bank | ||||||||
| 484 Enterprise Drive | Gassaway | WV | 26624 | N/A | Public Charity | Mountaineer Food Bank Support | $3,500 | |
| Mountaineer Montessori School | ||||||||
| 308 20th Street | Charleston | WV | 25304 | N/A | Public Charity | Flight of Fancy"" Spring Gala | $1,000 | |
| New River CTC Foundation | ||||||||
| 280 University Drive | Beaver | WV | 25813 | N/A | Public Charity | New River CTC Showcase Event Support | $1,000 | |
| Nitro High School - After Prom | ||||||||
| 1300 Park Avenue | Nitro | WV | 25143 | N/A | Public School | After prom event | $500 | |
| Overbrook Elementary School PTO | ||||||||
| 218 Oakwood Road | Charleston | WV | 25314 | N/A | Public School | Fun Run | $500 | |
| Pantry Plus More Inc | ||||||||
| 9 Rousch Drive | Westover | WV | 26501 | N/A | Public Charity | Food Pantry Support | $1,500 | |
| Parents' Place | ||||||||
| PO Box 1307 | Morgantown | WV | 26507 | N/A | Public Charity | General Operating Expenses | $750 | |
| Philanthrophy West Virginia | ||||||||
| PO Box 1584 | Morgantown | WV | 26505 | N/A | Public Charity | General donations | $2,500 | |
| Poca Middle School | ||||||||
| 2884 Charleston Road | Poca | WV | 25159 | N/A | Public School | Fitness Equipment Funding | $1,000 | |
| Pollen9 Inc dba Cafe Appalachia | ||||||||
| 206 D Street | South Charleston | WV | 25303 | N/A | Public Charity | Farm-to-Table Program Support | $5,000 | |
| Prestera Center Foundation | ||||||||
| PO Box 2672 | Huntington | WV | 25726 | N/A | Public Charity | Fall Benefit Masquerade/Spring Benefit/Fundraiser donation | $4,500 | |
| Putnam County Animal Shelter | ||||||||
| 971 WV Rt 34 Suite 2 | Hurricane | WV | 25526 | N/A | Public Charity | 4th Annual Dog Jog | $500 | |
| Racine Volunteer Fire Department | ||||||||
| 89 Elm Street | Racine | WV | 25165 | N/A | Public Charity | Community Bingo | $200 | |
| Richmond Symphony | ||||||||
| 612 East Grace Street Suite 401 | Richmond | VA | 23219 | N/A | Public Charity | Season Sltria Masterworks Series Concert | $2,500 | |
| Riverside High School Volleyball Program | ||||||||
| 1 Warrier Way | Belle | WV | 25015 | N/A | Public School | New Equipment Funding | $2,000 | |
| Roark Sullivan Lifeway Center Inc | ||||||||
| 505 Leon Sulllivan Way | Charleston | WV | 25301 | N/A | Public Charity | General Donation | $25,000 | |
| Ronald McDonald House Charities of Southern WV | ||||||||
| 910 Pennsylvania Avenue | Charleston | WV | 25304 | N/A | Public Charity | Hero For The House | $10,000 | |
| Ronald McDonald House Charities of Southern WV | ||||||||
| 910 Pennsylvania Avenue | Charleston | WV | 25302 | N/A | Public Charity | New Ronald McDonald House Funding-2/5 | $200,000 | |
| Rotary Club of South Charleston | ||||||||
| PO Box 8543 | South Charleston | WV | 25303 | N/A | Public Charity | Backpack Buddy Program | $5,000 | |
| Saint Francis of Assisi School | ||||||||
| 525 Holley Street | Saint Albans | WV | 25177 | N/A | Public Charity | Ceili Dinner | $500 | |
| Saint Stephen's Community House | ||||||||
| 1500 E 17th Avenue | Columbus | OH | 43219 | N/A | Public Charity | 100th Anniversary Awareness and Support | $20,000 | |
| Shawnee Park Foundation | ||||||||
| 375 Henry Hoppy Shores Dr | Charleston | WV | 25301 | N/A | Public Charity | Baseball/Softball Fields Lighting Support | $500,000 | |
| Shepherd University Foundation Inc | ||||||||
| PO Box 5000 | Shepherdstown | WV | 25443 | N/A | Public Charity | Risk Management and Insurance Program Support | $50,000 | |
| Sissonville High School DECA | ||||||||
| 6100 Sissonville Drive | Charleston | WV | 25312 | N/A | Public School | DECA Competition Support | $2,500 | |
| Sojourner's Shelter | ||||||||
| 1418 Washington Street E | Charleston | WV | 25331 | N/A | Public Charity | Thanksgiving Foodie Feast | $7,500 | |
| Sportable Richmond Adaptive Sports and Recreation | ||||||||
| 1365 Overbrook Road Suite 2 | Richmond | VA | 23220 | N/A | Public Charity | Support Donation Installment 2/3 | $25,000 | |
| St Patrick School | ||||||||
| 224 Center Avenue | Weston | WV | 26452 | N/A | Public Charity | Water Fountains and Faucets Upgrade | $5,000 | |
| StandWatch Academy | ||||||||
| PO Box 1321 | ScottDepot | WV | 25560 | N/A | Public Charity | Tuition - Fall Quarter | $1,700 | |
| StandWatchOrg | ||||||||
| PO Box 1321 | ScottDepot | WV | 25560 | N/A | Public Charity | StandWatch Academy Summer Retreat | $1,650 | |
| Teays Valley Christian School | ||||||||
| 6562 Teays Valley Road | Scott Depot | WV | 25560 | N/A | Public Charity | Prep Basketball Program Support | $7,500 | |
| The Charleston Ballet | ||||||||
| 100 Capitol Street Suite 302 | Charleston | WV | 25301 | N/A | Public Charity | Documentary Premiere Gala | $5,000 | |
| The Library Foundation of Kanawha County Inc | ||||||||
| 123 Capital Street | Charleston | WV | 25301 | N/A | Public Charity | Renovation Support of KCPL Installment 1/3 | $34,000 | |
| The Marshall University Foundation Inc | ||||||||
| 1600 Medical Center Drive | Huntington | WV | 25701 | N/A | Public Charity | Annual support at Marshall University Engineering #PL0077673-3 Installment 3/4 | $400,000 | |
| The Marshall University Foundation Inc | ||||||||
| 519 John Marshall Drive | Huntington | WV | 25703 | N/A | Public Charity | Lose the training wheels bike camp | $1,000 | |
| The Shack Neighborhood House | ||||||||
| PO Box 600 | Pursglove | WV | 26546 | N/A | Public Charity | All American Family Festival support | $500 | |
| Thompson Child & Family Focus | ||||||||
| 6800 Saint Peters Lane | Matthews | NC | 28105 | N/A | Public Charity | Celebration Day"" Summer Enrichment Program | $2,500 | |
| Union Mission Ministries | ||||||||
| PO Box 112 | Charleston | WV | 25321 | N/A | Public Charity | Potato Challenge | $7,500 | |
| Union Mission Ministries | ||||||||
| PO Box 112 | Charleston | WV | 25321 | N/A | Public Charity | Drumstick Dash 5K | $1,000 | |
| United Way of Central West Virginia Inc | ||||||||
| One United Way Square | Charleston | WV | 25301 | N/A | Public Charity | Campaign Support | $5,000 | |
| University of Charleston | ||||||||
| 2300 MacCorkle Avenue | Charleston | WV | 25304 | N/A | Public Charity | Physician Assistant Program-2014 | $200,000 | |
| West Liberty University Foundation Inc | ||||||||
| 208 University Drive College Union | WestLiberty | WV | 26074 | N/A | Public Charity | West Family Stadium Renovation | $50,000 | Box 133 |
| West Virginia Broadcasters Association | ||||||||
| PO Box 8499 South | Charleston | WV | 25303 | N/A | Public Charity | WVBA Spring Meeting | $1,500 | |
| West Virginia Child Advocacy Network | ||||||||
| 601 Morris St | Charleston | WV | 25301 | N/A | Public Charity | Protection, guidance of children-2017 1/10 & 2/10 | $200,000 | |
| West Virginia Independent Colleges and Universities Inc | ||||||||
| 1411 Virginia St E Suite 100 | Charleston | WV | 25301 | N/A | Public Charity | Circle of Vision Scholarship Program Support | $10,000 | |
| West Virginia National Guard Foundation | ||||||||
| 1703 Coonskin Drive | Charleston | WV | 25311 | N/A | Public Charity | Relief and Emergency Assistance Funding | $5,000 | |
| West Virginia School of Osteopathic Medicine | ||||||||
| 400 Lee Street North | Lewisburg | WV | 24901 | N/A | Public Charity | Healthy Children's Initiative & Abracadabra 2018 | $25,000 | |
| Winfield High School Track Teams | ||||||||
| 3022 Winfield Road | Winfield | WV | 25213 | N/A | Public School | Pole Vault Pit Replacement | $7,500 | |
| Woodsdale Elementary PTO | ||||||||
| 1 Bethany Pike | Wheeling | WV | 26003 | N/A | Public School | Play Space Support | $5,000 | |
| WV Hugh O'Brian Youth Leadership | ||||||||
| 2551 Oxford Road | Pullman | WV | 26421 | N/A | Public Charity | Youth Leadership State Seminar Support | $10,000 | |
| WVSU Foundation Inc | ||||||||
| 100 Barron Drive | Institute | WV | 25112 | N/A | Public Charity | Justin Graham Funeral Expenses | $2,500 | |
| WVSU Foundation Inc | ||||||||
| 100 Barron Drive | Institute | WV | 25112 | N/A | Public Charity | Logan County Extension-2014 5/5 | $20,000 | |
| WVSU Foundation Inc | ||||||||
| 101 Barron Drive | Institute | WV | 25112 | N/A | Public Charity | BrickStreet Scholars Pledge | $50,000 | |
| WVU College of Business and Economics | ||||||||
| 1601 University Ave | Morgantown | WV | 26501 | N/A | State University | West Virginia Business Hall of Fame Event | $10,000 | |
| WVU Foundation | ||||||||
| One Waterfront Place | Morgantown | WV | 26507 | N/A | Public Charity | Scholarship funding commitment | $200,000 | |
| WVU Foundation | ||||||||
| One Waterfront Place | Morgantown | WV | 26507 | N/A | Public Charity | Golf scholarships | $200,000 | |
| YMCA of Kanawha Valley | ||||||||
| 100 YMCA Drive | Charleston | WV | 25311 | N/A | Public Charity | Youth Tennis Program Support | $3,200 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,322,633 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| American Red Cross WV Region | |||||||
| 113 Lakeview Drive | Charleston | WV | 25313 | N/A | Public Charity | New emergency response vehicle | $100,000 |
| Cabell Huntington Hospital Foundation | |||||||
| 1340 Hal Greer Boulevard | Huntington | WV | 25701 | N/A | Public Charity | Hoops Family Children's Hospital | $125,000 |
| CADCO Foundation Inc | |||||||
| 1116 Smith Street 301 | Charleston | WV | 25301 | N/A | Public Charity | Building Our Advantage | $20,000 |
| Hurricane High School Boys Soccer | |||||||
| 3550 Teays Valley Road | Hurricane | WV | 25526 | N/A | Public School | Boys Soccer Team Support | $7,000 |
| Hurricane Soccer Club | |||||||
| 201 Chase Drive | Hurricane | WV | 25526 | N/A | Public Charity | Travel expenses | $3,000 |
| Legal Aid of West Virginia | |||||||
| 922 Quarrier Street 4th Floor | Charleston | WV | 25301 | N/A | Public Charity | Domestic Violence Assistance | $100,000 |
| Shawnee Park Foundation | |||||||
| 409 Virginia St East-Room 230 | Charleston | WV | 25301 | N/A | Public Charity | Baseball/Softball Fields Lighting Support | $500,000 |
| Sportable Richmond Adaptive Sports and Recreation | |||||||
| 1365 Overbrook Road Suite 2 | Richmond | VA | 23220 | N/A | Public Charity | Creating opportunities for individuals with physical and visual disabilities. | $25,000 |
| The Library Foundation of Kanawha County Inc | |||||||
| 123 Capital Street | Charleston | WV | 25301 | N/A | Public Charity | Renovation Support of KCPL | $68,000 |
| West Virginia Child Advocacy Network | |||||||
| 601 Morris St Suite 202 | Charleston | WV | 25301 | N/A | Public Charity | Various program support | $800,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,748,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $775 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $752,722 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $107,342 | ExclusionAmt |
| Related Or Exempt Function Incm | $42,667 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,144,218 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $860,839 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,186,885 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,047,724 | 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 |
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 | $26,202,850 | BookValueAmt |
| EOYFMV | $26,202,850 | 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 | $8,090 | $8,090 | $0 |
| Amortization | $9,381 | $9,381 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Miscellaneous | $107,342 | $107,342 | $107,342 |
| $42,667 | $42,667 | $42,667 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized gains/losses on investments | Desc |
| Amt | $1,705,333 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| Net Unsettled Purchases | -$4,877 | $0 |
| Pending settlment | $0 | $1,312 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment fees | CategoryTxt |
| Amt | $157,291 | Amt |
| Net Investment Income | $152,630 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Brickstreet Mutual Insurance Compan | PersonNm |
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 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Income Taxes | CategoryTxt |
| Amt | $64,017 | Amt |
| Net Investment Income | $64,017 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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