SACRED HEART CHILDRENS CENTER INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SACRED HEART CHILDRENS CENTER INC (EIN 55-0528075)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-01-31
- IRS object ID
- 202530319349100003
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-01-31T08:53:04-00:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 550752885 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hilarion V Cann CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 South 2nd St | AddressLine1Txt |
| City | Clarksburg | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 26301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 550528075 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sacred Heart Childrens Center Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Amy Strange | InCareOfNm |
| Business Name Control | SACR | BusinessNameControlTxt |
| Phone | 3046230859 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1581 | AddressLine1Txt |
| City | Clarksburg | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 26301 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Amy W Strange | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 3046230859 | PhoneNum |
| Signature | 2025-01-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Hilarion V Cann | PreparerPersonNm |
| PTIN | P00768237 | PTIN |
| Phone | 3046235657 | PhoneNum |
| Preparation | 2025-01-31 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,531,604 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $862 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $14,011 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $14,011 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $48,517 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $48,517 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $102,245 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $508,711 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $102,245 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $165,635 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $164,773 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $24,670 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $24,670 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $524 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $524 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $734 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $734 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $25,928 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,928 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $126,518 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $126,518 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $152,446 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,928 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $126,518 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $13,189 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $138,845 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $2,864 | CashEOYAmt |
| Cash EOYFMV | $2,864 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $54,083 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $56,752 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $56,752 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,145,493 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,135,092 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,725,102 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $795,108 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $813,165 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $746,886 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,994,684 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,007,873 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,531,604 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,994,684 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,007,873 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,994,684 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,007,873 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,994,684 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,007,873 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,994,684 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $13,189 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,007,873 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,007,873 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (23 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 2sh Booking Holdings Inc | P | 2023-04-11 | 2024-02-20 | $7,410 | $5,140 | $2,270 | $2,270 |
| 792sh Metropolitain West Total Rtn | P | 2019-07-12 | 2024-01-11 | $7,228 | $7,132 | $96 | $96 |
| 8096sh T. Rowe Price PR T/F | P | 2023-04-11 | 2024-01-10 | $88,081 | $88,000 | $81 | $81 |
| 81sh Alphabet Inc | P | 2010-07-21 | 2024-01-11 | $11,509 | $2,142 | $9,367 | $9,367 |
| 33sh Amazon Com Inc | P | 2017-02-16 | 2023-12-11 | $4,779 | $1,757 | $3,022 | $3,022 |
| 34sh Apple Computer Inc | P | 2012-06-18 | 2024-01-11 | $6,306 | $1,150 | $5,156 | $5,156 |
| 12sh Broadcom Inc | P | 2015-10-27 | 2023-12-21 | $13,517 | $2,089 | $11,428 | $11,428 |
| 31sh Broadcom Inc | P | 2015-10-27 | 2024-01-11 | $34,011 | $5,398 | $28,613 | $28,613 |
| 39sh Danher Corp | P | 2015-10-27 | 2024-06-10 | $10,252 | $2,416 | $7,836 | $7,836 |
| 845sh iShares MSCI EAFE Small Cap | P | 2022-07-08 | 2024-01-11 | $51,466 | $46,133 | $5,333 | $5,333 |
| 62sh JP Morgan Chase Co | P | 2016-02-10 | 2024-01-11 | $10,556 | $4,498 | $6,058 | $6,058 |
| 54sh Johnson Johnson | P | 2015-10-27 | 2024-01-11 | $8,691 | $5,910 | $2,781 | $2,781 |
| 20sh Johnson Johnson | P | 2015-10-27 | 2024-06-10 | $2,929 | $2,189 | $740 | $740 |
| 19sh Lockheed Martin Corp | P | 2018-03-29 | 2023-12-11 | $8,554 | $6,252 | $2,302 | $2,302 |
| 60sh Marathon Petroleum Corp | P | 2015-10-27 | 2023-12-11 | $8,575 | $2,119 | $6,456 | $6,456 |
| 57sh Marathon Petroleum Corp | P | 2015-10-27 | 2024-01-11 | $8,856 | $2,013 | $6,843 | $6,843 |
| 110sh Marathon Petroleum Corp | P | 2015-10-27 | 2024-06-10 | $19,277 | $3,884 | $15,393 | $15,393 |
| 18546sh Metropolitain West Total Rtn | P | 2019-07-12 | 2024-01-11 | $169,321 | $198,806 | -$29,485 | -$29,485 |
| 31sh Micro Soft Corp | P | 2015-10-27 | 2023-12-11 | $11,417 | $2,251 | $9,166 | $9,166 |
| 11sh Micro Soft Corp | P | 2015-10-27 | 2024-01-11 | $4,230 | $799 | $3,431 | $3,431 |
| 234 Pfizer Inc | P | 2022-11-02 | 2024-05-07 | $6,586 | $11,073 | -$4,487 | -$4,487 |
| 42sh Saleforce Inc | P | 2018-09-29 | 2023-12-11 | $10,616 | $5,299 | $5,317 | $5,317 |
| .6667 Veralto Corp | P | 2015-10-27 | 2023-10-13 | $48 | $16 | $32 | $32 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $102,245 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $2,351 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,930 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,930 | SubtotalAmt |
| Tax Based On Investment Income | $1,930 | TaxBasedOnInvestmentIncomeAmt |
| Es Penalty | $7 | EsPenaltyAmt |
| Tax Due | $1,937 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WV | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.sacredheartchildrenscenter.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Edward Jones Trust Company | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8004457224 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12555 Manchester Road | AddressLine1Txt |
| City | St Louis | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63131 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (18 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Amy Strange | ||||||
| PO Box 1581 | Clarksburg | WV | 26301 | President | 001.00 | $0 |
| Terry Brewer | ||||||
| PO Box 1581 | Clarksburg | WV | 26301 | Vice-President | 001.00 | $0 |
| Dorian James | ||||||
| PO Box 1581 | Clarksburg | WV | 26301 | Treasurer | 001.00 | $0 |
| Meredith McCarthy | ||||||
| PO Box 1581 | Clarksburg | WV | 26301 | Secretary | 001.00 | $0 |
| Dr Kelly Heal-Ortiz | ||||||
| PO Box 1581 | Clarksburg | WV | 26301 | Board Member | 001.00 | $0 |
| Priscilla Susan | ||||||
| PO Box 1581 | Clarksburg | WV | 26301 | Board Member | 001.00 | $0 |
| Derika Bowyer | ||||||
| PO Box 1581 | Clarksburg | WV | 26301 | Board Member | 001.00 | $0 |
| Shannon Beam | ||||||
| PO Box 1581 | Clarksburg | WV | 26301 | Board Member | 001.00 | $0 |
| Joyce Griffin | ||||||
| PO Box 1581 | Clarksburg | WV | 26301 | Board Member | 001.00 | $0 |
| Kelly Coulter | ||||||
| PO Box 1581 | Clarksburg | WV | 26301 | Board Member | 001.00 | $0 |
| Larry Reed | ||||||
| PO Box 1581 | Clarksburg | WV | 26301 | Board Member | 001.00 | $0 |
| Michelene Sheppard | ||||||
| PO Box 1581 | Clarksburg | WV | 26301 | Board Member | 001.00 | $0 |
| Ursula LaLama | ||||||
| PO Box 1581 | Clarksburg | WV | 26301 | Board Member | 001.00 | $0 |
| Christopher Meighen | ||||||
| PO Box 1581 | Clarksburg | WV | 26301 | Board Member | 001.00 | $0 |
| Trina Britcher | ||||||
| PO Box 1581 | Clarksburg | WV | 26301 | Board Member | 001.00 | $0 |
| Sister Maria Rukwishuro | ||||||
| PO Box 1581 | Clarksburg | WV | 26301 | Board Member | 001.00 | $0 |
| David Lang | ||||||
| PO Box 1581 | Clarksburg | WV | 26301 | Board Member | 001.00 | $0 |
| David Yazvac | ||||||
| PO Box 1581 | Clarksburg | WV | 26301 | Board Member | 001.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,449,043 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $70,842 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,519,885 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,519,885 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $37,798 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,482,087 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $124,104 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $124,104 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,930 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,930 | TotalTaxAmt |
| Distributable Before Adj | $122,174 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $122,174 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $122,174 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $126,518 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $126,518 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $122,174 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $14,999 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $18,038 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,833 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $34,870 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $126,518 | QualifyingDistributionsAmt |
| Applied To Current Year | $122,174 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,344 | RemainingDistriFromCorpusAmt |
| Total Corpus | $39,214 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $39,214 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $14,999 | ExcessFromYear3Amt |
| Excess From Year2 | $18,038 | ExcessFromYear2Amt |
| Excess From Year1 | $1,833 | ExcessFromYear1Amt |
| Excess From Current Year | $4,344 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Amy Strange | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1581 | AddressLine1Txt |
| City | Clarksburg | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 26301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3046243400 | RecipientPhoneNum |
| Recipient Email Address | sacredheartchildrenscentergmail.com | RecipientEmailAddressTxt |
| Form And Info And Materials | Letter | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | Limited to children of Harrison County, West Virginia | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (58 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Lost Creek Festival | ||||||
| PO Box 145 | Lost Creek | WV | 26385 | PC | Childrens Area | $1,500 |
| Immaculate Conception Catholic Church | ||||||
| 150 S Maple Ave | Clarksburg | WV | 26301 | PC | Support for Youth Conference | $4,000 |
| Mountaineer Middle School | ||||||
| 2 Mountaineer Sr | Clarksburg | WV | 26301 | PC | Basic needs for students | $1,000 |
| WV Girls Softball LEague | ||||||
| 216 Maryland Ave | Nutter Fort | WV | 26301 | PC | Startup costs and equipment | $5,000 |
| Washington Irving Middle School | ||||||
| 443 Lee Ave | Clarksburg | WV | 26301 | PC | Student Winter Clothing Program | $1,500 |
| Southern Area Public Library | ||||||
| 120 East Main St | Lost Creek | WV | 26385 | PC | Purhcase books for junior library guild | $1,000 |
| Harrison County CASA Program Inc | ||||||
| 445 W Main St | Clarksburg | WV | 26301 | PC | Safe Baby Program | $13,000 |
| Nutter Fort Intermediate School | ||||||
| 1302 Buckhannon Pike | Nutter Fort | WV | 26301 | PC | iPads for needy students | $300 |
| Salem Elementary School | ||||||
| 273 Education Way | Salem | WV | 26426 | PC | Field trip for students | $1,000 |
| Healthy Grand Families | ||||||
| 445 West Main St | Clarksburg | WV | 26301 | PC | Christmas gifts and coats for children | $2,500 |
| Lincoln High School DECA | ||||||
| 100 Jerry Toth Dr | Shinnston | WV | 26431 | PC | Conference registration for students | $2,000 |
| Robert C Byrd High School | ||||||
| 1 Eagle Way | Clarksburg | WV | 26301 | PC | Costumes and other costs for high schhol play | $3,300 |
| Progressives Womens Association | ||||||
| 305 Washington Ave | Clarksburg | WV | 26301 | PC | Books for sign language class | $1,000 |
| Clarksburg League for Service | ||||||
| PO Box 35 | Clarksburg | WV | 26301 | PC | Dispers/Layettes | $2,000 |
| The Mustard Seed | ||||||
| PO Box 2709 | Clarksburg | WV | 26301 | PC | Dispers/Layettes | $6,500 |
| Robert C Byrd High School | ||||||
| 1 Eagle Way | Clarksburg | WV | 26301 | PC | Student Winter Clothing Program | $500 |
| Bridgeport High SChool | ||||||
| 515 Johnson Ave | Bridgeport | WV | 26330 | PC | Student Winter Clothing Program | $500 |
| Lincoln High School | ||||||
| 100 Jeryy Toth Dr | Shinnston | WV | 26431 | PC | Student Winter Clothing Program | $500 |
| Liberty High School | ||||||
| 1 Mountaineer Dt | Clarksburg | WV | 26301 | PC | Student Winter Clothing Program | $500 |
| South Harrison High School | ||||||
| 3073 Hawk Highway | Lost Creek | WV | 26385 | PC | Student Winter Clothing Program | $500 |
| United High School | ||||||
| 1040 Wilsonburg Rd | Clarksburg | WV | 26301 | PC | Student Winter Clothing Program | $500 |
| Washington Irving Middle School | ||||||
| 443 Lee Ave | Clarksburg | WV | 26301 | PC | Student Winter Clothing Program | $500 |
| Bridgeport Middle School | ||||||
| 413 Johnson Ave | Bridgeport | WV | 26330 | PC | Student Winter Clothing Program | $500 |
| Lincoln Middle School | ||||||
| 78 Jerry Toth Dr | Shinnston | WV | 26431 | PC | Student Winter Clothing Program | $500 |
| Mountaineer Middle School | ||||||
| 2 Mountaineer Dr | Clarksburg | WV | 26301 | PC | Student Winter Clothing Program | $500 |
| South Harrison Middle School | ||||||
| 3003 Hawk Highway | Lost Creek | WV | 26385 | PC | Student Winter Clothing Program | $500 |
| Big Elm Elementary School | ||||||
| 200 Tetrick Road | Shinnston | WV | 26301 | PC | Student Winter Clothing Program | $500 |
| Johnson Elementary School | ||||||
| 531 Johnson Ave | Bridgeport | WV | 26330 | PC | Student Winter Clothing Program | $500 |
| Simpson Elementary School | ||||||
| 250 Worthington Ave | Bridgeport | WV | 26330 | PC | Student Winter Clothing Program | $500 |
| Lost Creek Elementary School | ||||||
| 128 College St | Lost Creek | WV | 26385 | PC | Student Winter Clothing Program | $500 |
| Lumberport Elementary School | ||||||
| 38 E Lyndon St | Lumberport | WV | 26386 | PC | Student Winter Clothing Program | $500 |
| North View Elementary School | ||||||
| 1400 N 19th St | Clarksburg | WV | 26301 | PC | Student Winter Clothing Program | $500 |
| Nutter Fort Primary School | ||||||
| 1302 Buckhannon Pike | Clarksburg | WV | 26301 | PC | Student Winter Clothing Program | $500 |
| Nutter Fort Intermediate School | ||||||
| 1302 Buckhannon Pike | Clarksburg | WV | 26301 | PC | Student Winter Clothing Program | $500 |
| Salem Elementary School | ||||||
| 273 Education Way | Salem | WV | 26426 | PC | Student Winter Clothing Program | $500 |
| Victory Elementary School | ||||||
| 1349 Shinnston Pike | Clarksburg | WV | 26301 | PC | Student Winter Clothing Program | $500 |
| West Milford Elementary School | ||||||
| 182 School Rd | West Milford | WV | 26451 | PC | Student Winter Clothing Program | $500 |
| Harrison County Student Achievment | ||||||
| 445 West Main St | Clarksburg | WV | 26301 | PC | Student Winter Clothing Program | $2,000 |
| Mountaineer Area Council for Boy Scouts of America | ||||||
| 253 Mudlick Rd | Shinnston | WV | 26431 | PC | Day camp, shirts, water bottles, patches and backpacks | $1,000 |
| Clarksburg Harrison Housing Authority | ||||||
| 433 Baltimore Ave | Clarksburg | WV | 26301 | PC | Supplies for after school homework program | $5,000 |
| South Harriosn High School | ||||||
| 3073 Hawk Highway | Lost Creek | WV | 26385 | PC | Track equipment, hurdles, pole vault crossbar, High jump crossbar spikes and tape | $2,500 |
| Robert C Byrd High School | ||||||
| 1 Eagle Way | Clarksburg | WV | 26301 | PC | Trip to Washington DC for - We the People | $3,000 |
| YMCA | ||||||
| PO Box 688 | Clarksburg | WV | 26301 | PC | Yearly memberships for 200 middle and high school students | $3,000 |
| Robert C Byrd High School | ||||||
| 1 Eagle Way | Clarksburg | WV | 26301 | PC | Football program new helmets | $2,500 |
| Clarksburg Harrison Public Library | ||||||
| 404 West Pike St | Clarksburg | WV | 26301 | PC | 3 AWE Computers | $10,368 |
| Choices Women Center | ||||||
| PO Box 1321 | Clarksburg | WV | 26301 | PC | Diapers and baby items | $1,200 |
| Southern Area Public Library | ||||||
| 120 Esat Main St | Lost Creek | WV | 26385 | PC | Summer reading program | $500 |
| Clarksburg Fire Department | ||||||
| 465 West Main St | Clarksburg | WV | 26301 | PC | Emergency tags for car seats | $1,000 |
| Shepherd's Corner Inc | ||||||
| 119 Pennsylvania Ave | Bridgeport | WV | 26330 | PC | Childrens underwear and socks | $1,800 |
| Immaculate Conception Catholic Church | ||||||
| 150 S Maple Ave | Clarksburg | WV | 26301 | PC | Vacation bible school | $1,500 |
| Expressions of Love Charity | ||||||
| 100 W Main St | Bridgeport | WV | 26301 | PC | Helping low income children in Harrison County WV | $1,000 |
| Johnstown CEO's Club | ||||||
| 143 Post Farm Rd | Lost Creek | WV | 26385 | PC | Childrens area at the local fair | $3,150 |
| St Mary's Grade School | ||||||
| 107 East Pike St | Clarksburg | WV | 26301 | PC | Classroom supplies | $2,000 |
| Notre Dame High School | ||||||
| 107 East Pike St | Clarksburg | WV | 26301 | PC | Classroom supplies | $2,000 |
| WVU Extension Service | ||||||
| 1117 Good Hope Pike | Clarksburg | WV | 26301 | PC | Scholarships fo 200 at 4-H campers | $6,900 |
| Bridgeport Public Library | ||||||
| 1220 Johnson Ave | Bridgeport | WV | 26330 | PC | Furniture for student area | $4,000 |
| Gensis Youth Center | ||||||
| PO Box 546 | Clarksburg | WV | 26301 | PC | Enrichment area for Children | $15,000 |
| Johnstown CEO's Club | ||||||
| 143 Post Farm Rd | Lost Creek | WV | 26385 | PC | Childrens area at local fair | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $126,518 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,011 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $48,517 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $102,245 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $164,773 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $164,773 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
Transfer Schedule Detail TransferScheduleDetail
Noncharitable Exempt Org Name NoncharitableExemptOrgName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | N-A | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
Accounting Fees Schedule AccountingFeesSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (60 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Walt Disney Company | $10,054 | $13,901 |
| JP Morgan Chase | $13,058 | $36,407 |
| Apple Inc. | $10,048 | $62,554 |
| Alphabet Inc Cl A | $6,849 | $47,177 |
| Eli LIlly Co | $6,186 | $7,243 |
| Chevron Corp | $10,926 | $19,865 |
| Broadcom LTD | $5,746 | $52,982 |
| Danaher Corp | $2,354 | $9,494 |
| Johnson Johnson | $9,413 | $12,570 |
| Nike Inc | $7,377 | $5,427 |
| Merck Co | $17,391 | $39,121 |
| Microsoft Corp | $8,497 | $52,293 |
| Mondelez International | $10,990 | $16,360 |
| Nextera Energy | $6,454 | $16,145 |
| Veralto Corp | $613 | $2,387 |
| Amazon.com Inc | $10,810 | $39,230 |
| Pepsico Inc | $12,099 | $16,988 |
| Medtronic PLC | $13,153 | $12,672 |
| Raytheon Technologies Corp | $10,504 | $19,476 |
| Saleforce.com Inc. | $8,958 | $18,254 |
| Lockheed Martin | $8,556 | $12,145 |
| Dimensional International Small Cap | $73,183 | $75,959 |
| FMC Corporation | $15,172 | $11,222 |
| Walmart Inc | $6,839 | $15,844 |
| TJX Companies Inc | $11,885 | $23,231 |
| Allstate Corp | $9,060 | $15,168 |
| Berkshire Hathaway Inc | $18,104 | $35,392 |
| CSX Corp | $10,504 | $14,149 |
| Deere Co | $9,065 | $17,561 |
| Duke Energy Corp | $9,323 | $11,426 |
| General Dynamics Corp | $10,429 | $19,730 |
| IShares Core MSCI EAFE ETF | $125,478 | $149,203 |
| Lowes Cos Inc | $10,004 | $13,889 |
| Oakmark International Fund | $70,846 | $79,632 |
| Procter Gamble Co | $10,153 | $12,204 |
| SPDR SP 500 ETF Trust | $55,778 | $89,796 |
| Vanguard FTSE Developed Markets ETF | $71,195 | $83,915 |
| IShares Russell 2000 ETF | $20,502 | $26,579 |
| IShares Russell Mid-Cap ETF | $69,818 | $93,404 |
| T Rowe Price Small-Cap Value Fund | $60,516 | $69,967 |
| Abbott Laboratories | $12,175 | $11,534 |
| Accenture PLC | $9,474 | $10,013 |
| BlackRock Inc | $8,722 | $9,448 |
| Comcast Corp | $11,754 | $14,646 |
| Fiserv Inc | $8,685 | $10,880 |
| General Mills Inc | $5,987 | $4,998 |
| Linde PLC | $5,780 | $9,215 |
| NVIDIA Corp | $5,875 | $45,710 |
| ServiceNow Inc | $8,652 | $18,093 |
| Starbucks Corp | $7,955 | $7,785 |
| Thermo Fisher Sciemtific Inc | $8,898 | $8,848 |
| Total Energies SE | $9,007 | $11,936 |
| Truist Financial Corp | $5,530 | $4,856 |
| Visa Inc | $11,424 | $14,698 |
| Zoetis Inc | $5,693 | $6,588 |
| Alliant Energy Corp | $5,758 | $5,548 |
| Delaware Ivy Mid Cap Growth Fund | $49,065 | $50,852 |
| Ulta Beauty Inc | $3,729 | $6,560 |
| Vanguard Mid-Cap Value ETF | $42,531 | $48,589 |
| Vanguard FTSE Emerging Markets ETF | $50,508 | $53,343 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Dodge Cox Income Fund | AT COST | $190,618 | $165,113 |
| Ishares Core US Aggregate Bond Index Fund | AT COST | $175,111 | $162,010 |
| JP Morgan Core Bond Fund | AT COST | $152,084 | $128,106 |
| PGIM Global Total Return Bond Fund | AT COST | $50,997 | $50,154 |
| PGIM Total Return Bond Fund | AT COST | $25,171 | $25,278 |
| American US Government Sec Fd | AT COST | $131,028 | $127,250 |
| MainStayt MacKay High Yield Municipal Bd Fd | AT COST | $88,156 | $88,975 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Office Expense | $200 | $200 |
| Insurance | $533 | $533 |
| Bank Service Charges | $1 | $1 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment management fees | CategoryTxt |
| Amt | $24,670 | Amt |
| Net Investment Income | $24,670 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Foreign Taxes | $5 | $5 |
| 2023 Federal Tax Payment | $519 | $519 |
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