ENCOVA FOUNDATION OF WEST VIRGINIA: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- ENCOVA FOUNDATION OF WEST VIRGINIA (EIN 80-0772825)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-15
- IRS object ID
- 201823199349103862
- Schema version
- 2017v2.3
- 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
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-15T14:29:12-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-11-15 | 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 | 2018-11-15 | IPDt |
| IP Tm | 11:47:17 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 29A4F4B1CD32CB7C611C91BEC9F33B06D5C2D658 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 2EAFFB498741ABCF78E3BB075EAB905F857D193C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $43,317,288 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $15,000,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $128,047 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $128,047 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $543,990 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $543,990 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $810,750 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,957,339 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $810,750 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $88,726 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $88,726 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $16,571,513 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,571,513 | 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 | $16,410 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,205 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $8,205 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $152,495 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $152,495 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $26,570 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $26,570 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $195,475 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $187,270 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,205 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,444,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,880,917 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,639,725 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $187,270 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,889,122 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,931,788 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,384,243 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,490,688 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $668,223 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $668,223 | SavAndTempCashInvstEOYFMVAmt |
| Grants Receivable EOY | $15,000,000 | GrantsReceivableEOYAmt |
| Grants Receivable EOYFMV | $15,000,000 | GrantsReceivableEOYFMVAmt |
| Other Investments BOY | $28,838,549 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $27,649,065 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $27,649,065 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $31,329,237 | TotalAssetsBOYAmt |
| Total Assets EOY | $43,317,288 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $43,317,288 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $5,225,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $5,563,333 | GrantsPayableEOYAmt |
| Deferred Revenue EOY | $2,148 | DeferredRevenueEOYAmt |
| Other Liabilities BOY | $7,256 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | -$4,877 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $5,232,256 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,560,604 | 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 | $26,096,981 | RetainedEarningBOYAmt |
| Retained Earning EOY | $37,756,684 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $26,096,981 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $37,756,684 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $31,329,237 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $43,317,288 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $26,096,981 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,931,788 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,727,915 | OtherIncreasesAmt |
| Subtotal | $37,756,684 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $37,756,684 | 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 | $6,957,339 | GrossSalesPriceAmt |
| Cost Or Other Basis | $6,146,589 | CostOrOtherBasisAmt |
| Gain Or Loss | $810,750 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $810,750 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $810,750 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $8,222,988 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $32,256,893 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.254922 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $4,235,090 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $30,807,571 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.137469 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,299,136 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $30,541,387 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.108022 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,814,785 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $31,112,598 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.122612 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $264,932 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $15,478,779 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.017116 | DistributionYr5Rt |
| Total Distribution | 0.640141 | TotalDistributionRt |
| Average Distribution | 0.128028 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $28,640,706 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,666,812 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $13,842 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,680,654 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,889,122 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $27,685 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $27,685 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $27,685 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,353 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $7,353 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $20,332 | 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 | Melissa Wood | IndividualWithBooksNm |
| Phone | 3049411000 | 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 |
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 | $27,769,601 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,307,258 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $29,076,859 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $29,076,859 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $436,153 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $28,640,706 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,432,035 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,432,035 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $27,685 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $27,685 | TotalTaxAmt |
| Distributable Before Adj | $1,404,350 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,404,350 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,404,350 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,889,122 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,889,122 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,889,122 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,404,350 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $1,748,049 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,793,613 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,702,881 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $6,619,667 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $12,864,210 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,889,122 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,404,350 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,484,772 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $14,348,982 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $14,348,982 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,748,049 | ExcessFromYear4Amt |
| Excess From Year3 | $1,793,613 | ExcessFromYear3Amt |
| Excess From Year2 | $2,702,881 | ExcessFromYear2Amt |
| Excess From Year1 | $6,619,667 | ExcessFromYear1Amt |
| Excess From Current Year | $1,484,772 | 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 (91 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| A New Clendenin | ||||||||
| PO Box 1147 | Clendenin | WV | 25045 | N/A | Other Public Charity | Flood Repair relief support | $8,000 | |
| American Cancer Society | ||||||||
| 3508 Staunton Ave | Charleston | WV | 24641 | N/A | Other Public Charity | General support | $2,500 | |
| American Foundation for Suicide Prevention | ||||||||
| 120 Wall Street 29th floor | NewYork | NY | 10005 | N/A | Other Public Charity | Out of the Darkness Charleston Community | $250 | |
| American Heart Association | ||||||||
| 162 Court St | Charleston | WV | 21502 | N/A | Other Public Charity | Heart Walks | $7,000 | |
| APPALACHIAN COUNCIL INC | ||||||||
| 501 Leon Sullivan Way | Charleston | WV | 25301 | N/A | Other Public Charity | Training and career placement opportunities | $1,500 | |
| ARTHRITIS FOUNDATION INC | ||||||||
| 1116 Smith Street 301 | Charleston | WV | 25301 | N/A | Other Public Charity | Arthritis awareness support | $1,000 | |
| Augusta Levy Learning Center | ||||||||
| PO Box 6711 | Wheeling | WV | 26003 | N/A | Other Public Charity | Color Me Au-Some 5k | $500 | |
| Bethany College | ||||||||
| 31 E Campus Drive | Bethany | WV | 26062 | N/A | Other Public Charity | Security Blue Call Boxes | $5,000 | |
| Bible Center School | ||||||||
| 1111 Oakhurst Drive | Charleston | WV | 25314 | N/A | Other Public Charity | Technology updates support | $10,000 | |
| Big Brothers & Big Sisters of the Tri-State Inc | ||||||||
| 505 5th Avenue Suite 3 | Huntington | WV | 25701 | N/A | Other Public Charity | Summer fundraisers | $1,000 | |
| BOB BURDETTE CENTER | ||||||||
| 1401 Washington Street West | Charleston | WV | 25387 | N/A | Other Public Charity | Charley West BBQ Fest | $2,500 | |
| Buckskin Council BSA | ||||||||
| 2829 Kanawha Blvd E | Charleston | WV | 25311 | N/A | Other Public Charity | Scouting Campaign | $10,000 | |
| Buckskin Council BSA | ||||||||
| 2830 Kanawha Blvd E | Charleston | WV | 25311 | N/A | Other Public Charity | Major Gifts Campaign - Leadership Service Center | $100,000 | |
| Cabell Huntington Hospital Foundation | ||||||||
| 1340 Hal Greer Boulevard | Huntington | WV | 25701 | N/A | Other Public Charity | Hoops Family Children's Hosptial | $175,000 | |
| CAMC FOUNDATION INC | ||||||||
| 3414 Staunton Avenue | Charleston | WV | 25304 | N/A | Other Public Charity | Exoskeleton wearable robotic device support | $15,000 | |
| Cedar Grove Elementary PTO | ||||||||
| PO Box J | CedarGrove | WV | 25039 | N/A | Other Public Charity | Fall Festival | $500 | |
| Charleston Catholic High School | ||||||||
| 1033 Virginia Street East | Charleston | WV | 25301 | N/A | Other Public Charity | HOPE summer service project | $1,000 | |
| Charleston Catholic High School | ||||||||
| 1033 Virginia Street East | Charleston | WV | 25301 | N/A | Other Public Charity | Emergency home repair | $1,000 | |
| Charleston Distance Run | ||||||||
| PO Box 11595 | Charleston | WV | 25339 | N/A | Other Public Charity | Charleston Distance Run Pasta Party | $5,000 | |
| City of ClarksburgCultural Foundation of Harrison County | ||||||||
| 222 W Main Street | Clarksburg | WV | 26301 | N/A | Other Public Charity | Renovation of the Historic Robinson Grand | $10,000 | |
| City of Hurricane | ||||||||
| 3255 Teays Valley Road | Hurricane | WV | 25526 | N/A | Other Public Charity | Fairs and festivals events throughout 2017 | $3,000 | |
| Clay Center for the Arts & Sciences of WV | ||||||||
| One Clay Square | Charleston | WV | 25301 | N/A | Other Public Charity | Museum Renovation | $166,667 | |
| Conquer Chiari | ||||||||
| 320 Osprey Court | Wexford | PA | 15090 | N/A | Other Public Charity | Research Purposes | $1,000 | |
| Down Syndrome Network of West Virginia | ||||||||
| PO Box 7102 | Charleston | WV | 25356 | N/A | Other Public Charity | Buddy Walk | $1,000 | |
| Elk District Little League | ||||||||
| PO Box 653 | Pinch | WV | 25156 | N/A | Other Public Charity | Flooded field renovations | $5,000 | |
| Faith Outreach Ministries | ||||||||
| 1159 Pin Oak Road | Lashmeet | WV | 24733 | N/A | Other Public Charity | Annual Christmas dinner support | $500 | |
| FestivALL Charleston | ||||||||
| 100 Capitol Street | Charleston | WV | 25301 | N/A | Other Public Charity | FestivALL | $3,500 | |
| Friends of Coal Ladies Auxiliary | ||||||||
| PO Box 1109 | Beckley | WV | 25802 | N/A | Other Public Charity | Giving hearts program | $2,500 | |
| GOOD NEWS MOUNTAINEER GARAGE | ||||||||
| 1637 4th Avenue | Charleston | WV | 25387 | N/A | Other Public Charity | to help provide safe, reliable transportation to WV families | $5,000 | |
| HABITAT FOR HUMANITY OF KANAWHA AND PUTNAM | ||||||||
| 815 Court Street | Charleston | WV | 25302 | N/A | Other Public Charity | Building material funding | $3,500 | |
| HUNTINGTON CITY MISSION | ||||||||
| 624 10th Street | Huntington | WV | 25701 | N/A | Other Public Charity | feeding and sheltering the needy | $3,500 | |
| Huntington Dance Theatre | ||||||||
| PO Box 2211 | Huntington | WV | 25722 | N/A | Other Public Charity | The Huntington Nutcracker Ballet | $15,000 | |
| Huntington High School Band Boosters | ||||||||
| One Highlander Way | Huntington | WV | 25701 | N/A | Other Public Charity | Trophies and awards for the band competition | $2,500 | |
| Ignite Homeschool Sports Inc | ||||||||
| 112 Teays Meadows | ScottDepot | WV | 25560 | N/A | Other Public Charity | athletic events support for homeschool children | $1,000 | |
| JDRF - WV Branch | ||||||||
| 26th Broadway 14th Floor | NewYork | NY | 10004 | N/A | Other Public Charity | Charleston WV walk | $2,500 | |
| Kanawha City Elementary School | ||||||||
| 3601 Staunton Avenue | Charleston | WV | 25304 | N/A | Other Public Charity | Accelerated Reading Program | $3,000 | |
| Lincoln County High School Cross Country Team | ||||||||
| 83 Lincoln Panther Way | Hamlin | WV | 25559 | N/A | Other Public Charity | Track maintanence and entry fees | $1,000 | |
| Lincoln County High SChool Track Team | ||||||||
| 84 Lincoln Panther Way | Hamlin | WV | 25559 | N/A | Other Public Charity | Track team support | $2,000 | |
| Lincoln County High School | ||||||||
| 81 Lincoln Panther Way | Hamlin | WV | 25559 | N/A | Other Public Charity | WV State Vex Robotics Competition | $2,000 | |
| Lincoln County High School | ||||||||
| 82 Lincoln Panther Way | Hamlin | WV | 25559 | N/A | Other Public Charity | Vex Robotics Program | $2,000 | |
| Literacy Volunteers of Kanawha County Inc | ||||||||
| 16 Leon Sullivan Way | Charleston | WV | 25301 | N/A | Other Public Charity | promote literacy in Kanawha County | $2,000 | |
| Logan County Schools | ||||||||
| 506 Holly Avenue | Logan | WV | 25601 | N/A | Other Public Charity | National Defense Cadet Corp Program | $25,000 | |
| Marshall Univeristy Joan C Edwards School of Medicine | ||||||||
| 1600 Medical Center Drive | Huntington | WV | 25701 | N/A | Other Public Charity | Becker Family Scholarship program | $10,000 | |
| MILAN PUSKAR HEALTH RIGHT INC | ||||||||
| 341 Spruce Street | Morgantown | WV | 26505 | N/A | Other Public Charity | Sterilis Machine funding | $3,000 | |
| MOUNTAIN MISSION INC | ||||||||
| 1620 7th Avenue | Charleston | WV | 25387 | N/A | Other Public Charity | Feeding program support | $10,000 | |
| MOUNTAIN STATE FOREST FESTIVAL | ||||||||
| PO Box 388 | Elkins | WV | 26241 | N/A | Other Public Charity | weeklong festival support | $2,500 | |
| Mountaineer Montessori School | ||||||||
| 308 20th Street | Charleston | WV | 25304 | N/A | Other Public Charity | Paint the Town fundraiser | $1,500 | |
| Muscular Dystrophy Assoc of Central Ohio & WV | ||||||||
| 500 West Wilson Bridge Road Suite | Worthington | OH | 43085 | N/A | Other Public Charity | MDA Summer Camp Support | $1,500 | 105 |
| National Sorority of Phi Delta Kappa Inc | ||||||||
| PO Box 253 | Dunbar | WV | 25064 | N/A | Other Public Charity | Kristen Green speaking engagement | $1,000 | |
| NATIONAL YOUTH SCIENCE FOUNDATION | ||||||||
| PO Box 3387 | Charleston | WV | 25333 | N/A | Other Public Charity | Marth Wehrle Lecture/National Youth Science Camp Kick-Off | $1,000 | |
| National Youth Science Foundation | ||||||||
| PO Box 3387 | Charleston | WV | 25333 | N/A | Other Public Charity | Camp cost for a student | $7,500 | |
| Nitro High School - After Prom | ||||||||
| 1300 Park Avenue | Nitro | WV | 25143 | N/A | Other Public Charity | After prom event | $750 | |
| North Central WV Opportuntities Industrialization Center Inc | ||||||||
| 120 Jackson Street | Fairmont | WV | 26554 | N/A | Other Public Charity | operating costs for job training for at-risk populations | $500 | |
| Pantry Plus More Inc | ||||||||
| 243 High Street | Morgantown | WV | 26505 | N/A | Other Public Charity | Reducing child hunger | $3,000 | |
| Parents' Place | ||||||||
| PO Box 1307 | Morgantown | WV | 26507 | N/A | Other Public Charity | General Operating Expenses | $750 | |
| Prestera Foundation for Behavioral Health Inc | ||||||||
| PO Box 2672 | Huntington | WV | 25726 | N/A | Other Public Charity | March/October 2017 fundraisers | $3,500 | |
| Richmond Symphony | ||||||||
| 612 East Grace Street Suite 401 | Richmond | VA | 23219 | N/A | Other Public Charity | Altria Masterworks Series Concert | $2,500 | |
| Riverside High School Volleyball Program | ||||||||
| 1 Warrier Way | Belle | WV | 25015 | N/A | Other Public Charity | Volleyball Alumni Tournament | $1,000 | |
| Ronald McDonald House Charities of Southern WV | ||||||||
| 302 30th Street | Charleston | WV | 25304 | N/A | Other Public Charity | New Ronald McDonald House Funding | $200,000 | |
| Ronald McDonald House Charities of Southern WV | ||||||||
| 910 Pennsylvania Avenue | Charleston | WV | 25302 | N/A | Other Public Charity | New Ronald McDonald House Funding | $200,000 | |
| Schoenbaum Family Enrichment Center Inc | ||||||||
| 1701 5th Avenue | Charleston | WV | 25387 | N/A | Other Public Charity | Family Fall Festival | $500 | |
| SHEPHERD'S HILL ACADEMY | ||||||||
| 2200 Price Road | Martin | GA | 30557 | N/A | Other Public Charity | Washers and dryers replacement support | $2,000 | |
| Sissonville Elementary School | ||||||||
| 8324 Sissonville Drive | Charleston | WV | 25320 | N/A | Other Public Charity | playground equipment replacement | $2,500 | |
| Smoke on the Water Chili Cookoff | ||||||||
| 5314 Floradale Drive | CrossLanes | WV | 25313 | N/A | Other Public Charity | Smoke on the Water Chili Cookoff | $1,250 | |
| SPECIAL OLYMPICS OF WV INC | ||||||||
| 1206 Virginia Street East | Charleston | WV | 25301 | N/A | Other Public Charity | Year-round sports training | $1,500 | |
| Sportable Richmond Adaptive Sports and Recreation | ||||||||
| 1365 Overbrook Road Suite 2 | Richmond | VA | 23220 | N/A | Other Public Charity | creating opportunities for individuals with physical and visual disabilities | $25,000 | |
| St Mary's Medical Center Foundation | ||||||||
| 2900 1st Avenue | Huntington | WV | 25702 | N/A | Other Public Charity | St. Mary's Mission | $20,000 | |
| State Fair of West Virginia | ||||||||
| PO Drawer 986 | Lewisburg | WV | 24901 | N/A | Other Public Charity | Junior Livestock Show | $5,000 | |
| The Marshall University Foundation Inc | ||||||||
| 1600 Medical Center Drive | Huntington | WV | 25701 | N/A | Other Public Charity | Annual support at Marshall University and the Actualizing STEM Capabilities | $400,000 | |
| The Marshall University Foundation Inc | ||||||||
| 519 John Marshall Drive | Huntington | WV | 25703 | N/A | Other Public Charity | lose the training wheels bike camp | $1,000 | |
| THE SHACK NEIGHBORHOOD HOUSE | ||||||||
| PO Box 600 | Pursglove | WV | 26546 | N/A | Other Public Charity | All American Family Festival support | $500 | |
| Troop First Foundation | ||||||||
| 2343 Front Street | Richlands | VA | 24641 | N/A | Other Public Charity | Provide service dogs to wounded veterans | $2,500 | |
| Union Mission | ||||||||
| PO Box 112 | Charleston | WV | 25321 | N/A | Other Public Charity | OverRun OverDose 5K | $750 | |
| Union Mission | ||||||||
| PO Box 112 | Charleston | WV | 25321 | N/A | Other Public Charity | Potato Challenge | $7,500 | |
| UNITED FOOD OPERATION INC | ||||||||
| PO Box 20441 | Charleston | WV | 25362 | N/A | Other Public Charity | supplying food for Kanawha/Putnam County food pantries | $2,500 | |
| United Way of Central West Virginia Inc | ||||||||
| One United Way Square | Charleston | WV | 25301 | N/A | Other Public Charity | support programs currently available in Boone, Clay, Kanawha, Logan and Putnam counties | $10,000 | |
| University of Charleston | ||||||||
| 2300 MacCorkle Avenue | Charleston | WV | 25304 | N/A | Other Public Charity | Physician Assistant Program | $200,000 | |
| West Liberty University Foundation Inc | ||||||||
| 208 University Drive College Union | WestLiberty | WV | 26074 | N/A | Other Public Charity | West Family Stadium Renovation | $50,000 | Box 133 |
| West Virginia Broadcasters Association | ||||||||
| PO Box 8499 South | Charleston | WV | 25303 | N/A | Other Public Charity | WVBA Spring Meeting | $1,500 | |
| WEST VIRGINIA HEALTH RIGHT INC | ||||||||
| 1520 Washington Street | Charleston | WV | 25311 | N/A | Other Public Charity | comprehensive healthcare support to uninsured/underinsured residents in WV | $7,500 | |
| West Virginia State University Foundation | ||||||||
| 100 Barron Drive | Institute | WV | 25112 | N/A | Other Public Charity | Logan Coutny Extension Programming Installment -4/5 | $20,000 | |
| Western Maryland Area Health Education Center | ||||||||
| 39 Baltimore Street | Cumberland | MD | 21502 | N/A | Other Public Charity | ECHO Program | $1,500 | |
| WV Avengers Inc | ||||||||
| 2703 Deseret Drive | Charleston | WV | 25302 | N/A | Other Public Charity | Fundraiser | $500 | |
| WV SHERIFF'S ASSOCIATION | ||||||||
| 2003 Quarrier Street | Charleston | WV | 25311 | N/A | Other Public Charity | Youth leadership academy | $1,500 | |
| WV Susan G Komen Breast Cancer Foundation | ||||||||
| PO Box 9275 South | Charleston | WV | 25309 | N/A | Other Public Charity | WV Susan G. Komen Race for the Cure | $3,000 | |
| WVSU Foundation Inc | ||||||||
| 101 Barron Drive | Institute | WV | 25112 | N/A | Other Public Charity | BrickStreet Scholarship Fund | $50,000 | |
| WVU Foundation | ||||||||
| One Waterfront Place | Morgantown | WV | 26501 | N/A | Other Public Charity | Scholarship funding commitment | $200,000 | |
| WVU Foundation | ||||||||
| One Waterfront Place | Morgantown | WV | 26501 | N/A | Other Public Charity | Men's Golf Scholarship commitment | $200,000 | |
| WVU Foundation | ||||||||
| One Waterfront Place | Morgantown | WV | 26501 | N/A | Other Public Charity | Thomas V. Flahery Scholarship | $100,000 | |
| WVU Foundation | ||||||||
| One Waterfront Place | Morgantown | WV | 26507 | N/A | Other Public Charity | Computer Porgramming Competitions | $3,000 | |
| WVU FOUNDATION | ||||||||
| PO Box 1650 | Morgantown | WV | 26507 | N/A | Other Public Charity | WV Economic Development Transformation Study | $500,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,880,917 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Buckskin Council BSA | ||||||||
| 2829 Kanawha Blvd E | Charleston | WV | 25311 | N/A | Other Public Charity | Friends Campain | $20,000 | |
| Buckskin Council BSA | ||||||||
| 2829 Kanawha Blvd E | Charleston | WV | 25311 | N/A | Other Public Charity | Leadership Center | $100,000 | |
| Cabell Huntington Hospital Foundation | ||||||||
| 1340 Hal Greer Boulevard | Huntington | WV | 25701 | N/A | Other Public Charity | Hoops Family Children's Hosptial | $300,000 | |
| Clay Center for the Arts & Sciences of WV | ||||||||
| One Clay Square | Charleston | WV | 25301 | N/A | Other Public Charity | Museum Renovation | $333,333 | |
| Girl Scouts - Black Diamond | ||||||||
| 321 Virginia St | Charleston | WV | 25302 | N/A | Other Public Charity | Leadership Center | $15,000 | |
| Roark-Sullivan Lifeway Center | ||||||||
| 505 Leon Sulllivan Way | Charleston | WV | 25301 | N/A | Other Public Charity | Homeless Shelter | $25,000 | |
| Ronald McDonald House Charities of Southern WV | ||||||||
| 910 Pennsylvania Avenue | Charleston | WV | 25302 | N/A | Other Public Charity | New Ronald McDonald House Funding | $800,000 | |
| Shawnee Park Foundation | ||||||||
| 375 Henry Hoppy Shores Dr | Charleston | WV | 25301 | N/A | Other Public Charity | Community Sports comples | $1,000,000 | |
| Sportable Richmond Adaptive Sports | ||||||||
| 1365 Overbrook Road Suite 2 | Richmond | VA | 23220 | N/A | Other Public Charity | creating opportunities for individuals with physical and visual disabilities | $50,000 | |
| The Marshall University Foundation Inc | ||||||||
| 519 John Marshall Drive | Huntington | WV | 25703 | N/A | Other Public Charity | Engineering scholarships | $800,000 | |
| University of Charleston | ||||||||
| 2300 MacCorkle Avenue | Charleston | WV | 25304 | N/A | Other Public Charity | Physician Assistant Program | $200,000 | |
| West Liberty University Foundation | ||||||||
| 208 University Drive College Union | WestLiberty | WV | 26074 | N/A | Other Public Charity | West Family Stadium Renovation | $50,000 | Box 133 |
| West Virginia State University Foundation | ||||||||
| 101 Barron Drive | Institute | WV | 25112 | N/A | Other Public Charity | BrickStreet Scholarship Fund | $250,000 | |
| West Virginia University Foundation | ||||||||
| One Waterfront Place | Morgantown | WV | 26507 | N/A | Other Public Charity | Golf scholarships | $400,000 | |
| West Virginia University Foundation | ||||||||
| One Waterfront Place | Morgantown | WV | 26507 | N/A | Other Public Charity | Scholarship funding commitment | $200,000 | |
| WV Child Advocacy network | ||||||||
| 601 Morris St | Charleston | WV | 25301 | N/A | Other Public Charity | Protection, guidance of children | $1,000,000 | |
| WVSU FOUNDATION INC | ||||||||
| 100 Barron Drive | Institute | WV | 25112 | N/A | Other Public Charity | Logan Coutny Extension Programming Installment -4/5 | $20,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $5,563,333 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $128,047 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $543,990 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $88,726 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $810,750 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,571,513 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,571,513 | 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 | $16,410 | Amt |
| Net Investment Income | $8,205 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,205 | 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 | $27,649,065 | BookValueAmt |
| EOYFMV | $27,649,065 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Bank fees | $6,971 | $6,971 | $0 |
| Miscellaneous expenses | $5,577 | $5,577 | $0 |
| Amortization | $14,022 | $14,022 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous | Desc |
| Revenue And Expenses Per Books | $88,726 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $88,726 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $88,726 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized gains on investments | Desc |
| Amt | $3,727,915 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Net Unsettled Purchases | Desc |
| BOY Book Value | $7,256 | BOYBookValueAmt |
| EOY Book Value | -$4,877 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment fees | CategoryTxt |
| Amt | $152,495 | Amt |
| Net Investment Income | $152,495 | 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 |
Comments