SACRED HEART CHILDRENS CENTER INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- SACRED HEART CHILDRENS CENTER INC (EIN 55-0528075)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2018-11-08
- IRS object ID
- 201843129349100924
- Schema version
- 2017v2.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-08T17:00:31-06:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESBANCO BANK | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 BANK PLAZA | AddressLine1Txt |
| City | WHEELING | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 26003 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 550528075 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SACRED HEART CHILDRENS CENTER INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SACR | BusinessNameControlTxt |
| Phone | 3042349400 | 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 | MEREDITH MCCARTHY | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 3042349400 | PhoneNum |
| Signature | 2018-11-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PHILLIPS K MCCLUSKEY | PreparerPersonNm |
| Phone | 3042349400 | PhoneNum |
| Preparation | 2018-11-02 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.43.11.83 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 1836FDB21BB1A4B614C0F18425B5E972A3B1CC07 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B1EED468F976D91C882FEB1B260B4CC10E2A8A41 | 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 | $2,297,330 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Sav Rev And Expnss | $277 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $277 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $41,795 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $41,795 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $296,717 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $844,472 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $296,717 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $338,789 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $338,789 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $675 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $675 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $10,306 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,306 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,955 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $338 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $1,283 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,283 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $15,219 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,602 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $95,797 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $95,797 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $111,016 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,602 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $95,797 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $227,773 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $326,187 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $148 | CashEOYAmt |
| Cash EOYFMV | $148 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $8,364 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $24,974 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $24,974 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $759 | AcctRcvblAmt |
| Acct Rcvbl BOY | $530 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $759 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $611,799 | CorporateStockBOYAmt |
| Corporate Stock EOY | $730,673 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $905,921 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,254,236 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,346,688 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,366,287 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,874,929 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,103,242 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,297,330 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,874,929 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,103,242 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,874,929 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,103,242 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,874,929 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,103,242 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,874,929 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $227,773 | ExcessRevenueOverExpensesAmt |
| Other Increases | $540 | OtherIncreasesAmt |
| Subtotal | $2,103,242 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,103,242 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (66 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 40. BOEING CO. | 2017-08-18 | $9,441 | $3,175 | $6,266 | $6,266 | ||
| 270. NIKE INC | 2017-08-18 | $14,796 | $12,922 | $1,874 | $1,874 | ||
| 41. NIKE INC | 2017-08-18 | $2,247 | $2,235 | $12 | $12 | ||
| 76. WELLS FARGO & CO | 2017-09-01 | $3,905 | $3,804 | $101 | $101 | ||
| 269. WELLS FARGO & CO | 2017-09-01 | $13,822 | $14,321 | -$499 | -$499 | ||
| .68 LENNAR CORP -CLASS B | 2017-11-29 | $34 | $34 | 2015-10-27 | |||
| 17. AETNA INC | 2017-12-13 | $3,048 | $1,900 | $1,148 | $1,148 | ||
| 17. ALIBABA GROUP HOLDING LTD | 2017-12-13 | $2,976 | $1,755 | $1,221 | $1,221 | ||
| 7. ALPHABET INC CL A | 2017-12-13 | $7,360 | $3,633 | $3,727 | $3,727 | ||
| 4. AMGEN INC. | 2017-12-13 | $707 | $640 | $67 | $67 | 2015-10-27 | |
| 63. APPLE INC | 2017-12-13 | $10,867 | $5,481 | $5,386 | $5,386 | ||
| 13. BOEING CO. | 2017-12-13 | $3,794 | $1,060 | $2,734 | $2,734 | ||
| 8. CHEVRON CORPORATION | 2017-12-13 | $956 | $808 | $148 | $148 | ||
| 14. CONSTELLATION BRANDS, INC. | 2017-12-13 | $3,057 | $2,375 | $682 | $682 | 2016-10-05 | |
| 1. CONTINENTAL RESOURCES | 2017-12-13 | $48 | $32 | $16 | $16 | 2015-10-27 | |
| 12. DANAHER CORP | 2017-12-13 | $1,127 | $930 | $197 | $197 | 2016-10-05 | |
| 13. DOWDUPONT INC | 2017-12-13 | $916 | $601 | $315 | $315 | ||
| 21. FACEBOOK INC | 2017-12-13 | $3,731 | $2,690 | $1,041 | $1,041 | 2016-10-05 | |
| 8. FEDEX CORP | 2017-12-13 | $1,940 | $1,397 | $543 | $543 | 2016-10-05 | |
| 13. HONEYWELL INTERNATIONAL INC | 2017-12-13 | $2,023 | $1,399 | $624 | $624 | ||
| 43. JP MORGAN CHASE | 2017-12-13 | $4,563 | $2,917 | $1,646 | $1,646 | 2016-10-05 | |
| 8. JOHNSON & JOHNSON | 2017-12-13 | $1,140 | $825 | $315 | $315 | ||
| 4. LENNAR CORP | 2017-12-13 | $246 | $201 | $45 | $45 | 2015-10-27 | |
| 23. MARATHON PETROLEUM CORP | 2017-12-13 | $1,477 | $1,119 | $358 | $358 | 2015-10-27 | |
| 37. MASCO CORP | 2017-12-13 | $1,556 | $1,043 | $513 | $513 | 2015-10-27 | |
| 5. MASTERCARD INC | 2017-12-13 | $761 | $492 | $269 | $269 | 2015-10-27 | |
| 67. MICROSOFT CORP | 2017-12-13 | $5,714 | $3,756 | $1,958 | $1,958 | ||
| 16. NATIONAL RETAIL PROPERTIES INC | 2017-12-13 | $675 | $552 | $123 | $123 | ||
| 22. NEXTERA ENERGY | 2017-12-13 | $3,441 | $2,523 | $918 | $918 | ||
| 1. O'REILLY AUTOMOTIVE | 2017-12-13 | $246 | $235 | $11 | $11 | 2017-06-13 | |
| 3. PPG INDUSTRIES INC | 2017-12-13 | $349 | $310 | $39 | $39 | 2015-10-27 | |
| 4. PALO ALTO NETWORKS | 2017-12-13 | $578 | $617 | -$39 | -$39 | 2015-10-27 | |
| 69. PAYPAL HOLDINGS | 2017-12-13 | $5,097 | $3,119 | $1,978 | $1,978 | ||
| 7. PRUDENTIAL FINANCIAL INC | 2017-12-13 | $806 | $567 | $239 | $239 | 2015-10-27 | |
| 42. SPLUNK INC | 2017-12-13 | $3,354 | $1,380 | $1,974 | $1,974 | 2016-02-10 | |
| 52. TEXAS INSTRUMENTS INC | 2017-12-13 | $5,132 | $3,086 | $2,046 | $2,046 | ||
| 11. US BANCORP | 2017-12-13 | $607 | $479 | $128 | $128 | 2016-10-05 | |
| 16. ALLERGAN PLC | 2017-12-13 | $2,699 | $3,711 | -$1,012 | -$1,012 | ||
| 65. ALLERGAN PLC | 2017-12-13 | $10,965 | $16,902 | -$5,937 | -$5,937 | ||
| 25. INVESCO LTD | 2017-12-13 | $932 | $835 | $97 | $97 | 2015-10-27 | |
| 1. CHUBB LIMITED | 2017-12-13 | $149 | $123 | $26 | $26 | 2016-10-05 | |
| 4. BROADCOM LTD | 2017-12-13 | $1,045 | $499 | $546 | $546 | 2015-10-27 | |
| 4.94 LENNAR CORP -CLASS B | 2017-12-18 | $244 | $228 | $16 | $16 | ||
| .06 LENNAR CORP -CLASS B | 2017-12-18 | $3 | $3 | 2017-05-18 | |||
| 1. AETNA INC | 2018-03-29 | $170 | $140 | $30 | $30 | 2017-05-18 | |
| 83. AETNA INC | 2018-03-29 | $14,078 | $8,943 | $5,135 | $5,135 | ||
| 26. BOEING CO. | 2018-03-29 | $8,426 | $1,873 | $6,553 | $6,553 | 2012-06-18 | |
| 13. CONTINENTAL RESOURCES | 2018-03-29 | $746 | $604 | $142 | $142 | 2017-02-16 | |
| 583.211 FEDERATED INT'L LEADERS FUND | 2018-03-29 | $21,754 | $19,094 | $2,660 | $2,660 | 2015-10-27 | |
| 7. HONEYWELL INTERNATIONAL INC | 2018-03-29 | $1,012 | $720 | $292 | $292 | 2016-02-10 | |
| 57. LENNAR CORP | 2018-03-29 | $3,354 | $2,860 | $494 | $494 | 2015-10-27 | |
| 33. MASCO CORP | 2018-03-29 | $1,323 | $1,106 | $217 | $217 | 2017-02-16 | |
| 177. NATIONAL RETAIL PROPERTIES INC | 2018-03-29 | $6,870 | $5,035 | $1,835 | $1,835 | ||
| 50. NATIONAL RETAIL PROPERTIES INC | 2018-03-29 | $1,941 | $1,867 | $74 | $74 | 2017-05-18 | |
| 787.536 OPPENHEIMER DEVELOPING MARKETS FUND I | 2018-03-29 | $34,833 | $24,775 | $10,058 | $10,058 | ||
| 182. PAYPAL HOLDINGS | 2018-03-29 | $13,718 | $7,644 | $6,074 | $6,074 | 2017-02-16 | |
| 41. STARBUCKS CORP | 2018-03-29 | $2,340 | $2,443 | -$103 | -$103 | 2017-12-13 | |
| 152. STARBUCKS CORP | 2018-03-29 | $8,674 | $8,656 | $18 | $18 | 2017-02-16 | |
| 919.82 TEMPLETON EMERGING MKTS SM/CAP FD #626 | 2018-03-29 | $14,193 | $10,924 | $3,269 | $3,269 | ||
| 26. TEXAS INSTRUMENTS INC | 2018-03-29 | $2,682 | $1,532 | $1,150 | $1,150 | 2015-10-27 | |
| 3. UNITED TECHNOLOGIES CORP | 2018-03-29 | $376 | $358 | $18 | $18 | 2017-05-18 | |
| 90. UNITED TECHNOLOGIES CORP | 2018-03-29 | $11,267 | $8,891 | $2,376 | $2,376 | ||
| 11373.343 WESMARK GROWTH FUND #549 | 2018-03-29 | $229,969 | $114,225 | $115,744 | $115,744 | ||
| 9580.353 WESMARK GOVERNMENT BOND FUND #556 | 2018-03-29 | $92,259 | $92,733 | -$474 | -$474 | ||
| 13859.425 WESMARK SMALL COMPANY GROWTH FUND | 2018-03-29 | $195,279 | $126,618 | $68,661 | $68,661 | ||
| CAPITAL GAIN DIVIDENDS | $40,634 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $296,717 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $97,001 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,099,583 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.0462 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $105,369 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,053,923 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051301 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $110,208 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,196,583 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050172 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $100,939 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,059,375 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049014 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $93,687 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,864,352 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050252 | DistributionYr5Rt |
| Total Distribution | 0.246939 | TotalDistributionRt |
| Average Distribution | 0.049388 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,263,254 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $111,778 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,262 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $115,040 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $95,797 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,524 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,524 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,524 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $90 | EsPenaltyAmt |
| Tax Due | $6,614 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESBANCO BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3042349400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 BANK PLAZA | AddressLine1Txt |
| City | WHEELING | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 26003 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| DERIKA BOWYER | ||||||
| C/O SACRED HEART PO BOX 1581 | CLARKSBURG | WV | 26301 | PRESIDENT | 1 | $0 |
| JERRY DAMATO | ||||||
| C/O SACRED HEART PO BOX 1581 | CLARKSBURG | WV | 26301 | VICE-PRESIDENT | 1 | $0 |
| MICHAEL MALFREGEOT | ||||||
| C/O SACRED HEART PO BOX 1581 | CLARKSBURG | WV | 26301 | TREASURER | 1 | $0 |
| MEREDITH MCCARTHY | ||||||
| C/O SACRED HEART PO BOX 1581 | CLARKSBURG | WV | 26301 | SECRETARY | 1 | $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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,252,676 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $45,044 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,297,720 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,297,720 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $34,466 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,263,254 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $113,163 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $113,163 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,524 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,524 | TotalTaxAmt |
| Distributable Before Adj | $106,639 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $540 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $107,179 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $107,179 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $95,797 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $95,797 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $95,797 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $107,179 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,651 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,651 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $95,797 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $95,797 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $3,651 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $3,651 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $7,731 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JERRY DAMATO | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O SACRED HEART PO BOX 1581 | AddressLine1Txt |
| City | CLARKSBURG | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 26301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3046243400 | RecipientPhoneNum |
| Recipient Email Address | SACREDHEARTCHILDRENSCENTER@GMAIL.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | LETTER | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | LIMITED TO CHILDREN OF HARRISON COUNTY, WEST VIRGINIA | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (58 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ADAMSTON ELEMENTARY | ||||||||
| 1636 WEST PIKE STREET | CLARKSBURG | WV | 26301 | NONE | 501(C)(3) | CLOTHING ALLOWANCE | $1,320 | |
| BIG ELM ELEMENTARY | ||||||||
| 200 TETRICK ROAD | SHINNSTON | WV | 26003 | NONE | 501(C)(3) | CLOTHING ALLOWANCE | $1,990 | |
| JOHNSON ELEMENTARY | ||||||||
| 531 JOHNSON AVENUE | BRIDGEPORT | WV | 26330 | NONE | 501(C)(3) | CLOTHING ALLOWANCE | $650 | |
| LOST CREEK ELEMENTARY | ||||||||
| PO BOX 128 | LOST CREEK | WV | 26385 | NONE | 501(C)(3) | CLOTHING ALLOWANCE | $520 | |
| LUMBERPORT ELEMENTARY | ||||||||
| PO BOX 417 | LUMBERPORT | WV | 26386 | NONE | 501(C)(3) | CLOTHING ALLOWANCE | $985 | |
| NUTTER FORT ELEMENTARY | ||||||||
| 1302 BUCKHANNON PIKE | NUTTER FORT | WV | 26301 | NONE | 501(C)(3) | CLOTHING ALLOWANCE | $2,400 | |
| NORTH VIEW ELEMENTARY | ||||||||
| 1400 NORTH 19TH STREET | CLARKSBURG | WV | 26301 | NONE | 501(C)(3) | CLOTHING ALLOWANCE | $1,230 | |
| NORWOOD ELEMENTARY | ||||||||
| KIDD AVENUE | STONEWOOD | WV | 26301 | NONE | 501(C)(3) | CLOTHING ALLOWANCE | $760 | |
| SALEM ELEMENTARY | ||||||||
| RR 1 BOX 10A | SALEM | WV | 26426 | NONE | 501(C)(3) | CLOTHING ALLOWANCE | $960 | |
| WEST MILFORD ELEMENTARY | ||||||||
| 226 SCHOOL STREET | WEST MILFORD | WV | 26451 | NONE | 501(C)(3) | CLOTHING ALLOWANCE | $1,030 | |
| WILSONBURG ELEMENTARY | ||||||||
| RR4 BOX 1 | CLARKSBURG | WV | 26301 | NONE | 501(C)(3) | CLOTHING ALLOWANCE | $730 | |
| ST MARYSNOTRE DAME GRADE SCHOOL | ||||||||
| 107 EAST PIKE STREET | CLARKSBURG | WV | 26301 | NONE | 501(C)(3) | CLOTHING ALLOWANCE | $500 | |
| BRIDGEPORT MIDDLE SCHOOL | ||||||||
| 413 JOHNSON AVENUE | BRIDGEPORT | WV | 26330 | NONE | 501(C)(3) | CLOTHING ALLOWANCE | $705 | |
| MOUNTAINEER MIDDLE SCHOOL | ||||||||
| 2 MOUNTAINEER DRIVE | CLARKSBURG | WV | 26301 | NONE | 501(C)(3) | CLOTHING ALLOWANCE | $1,335 | |
| SOUTH HARRISON MIDDLE SCHOOL | ||||||||
| RT 1 BOX 58-B | LOST CREEK | WV | 26385 | NONE | 501(C)(3) | CLOTHING ALLOWANCE | $560 | |
| LIBERTY HIGH SCHOOL | ||||||||
| ONE MOUNTAINEER DRIVE | CLARKSBURG | WV | 26301 | NONE | 501(C)(3) | CLOTHING ALLOWANCE | $1,410 | |
| LINCOLN HIGH SCHOOL | ||||||||
| ROUTE 1 BOX 300 | SHINNSTON | WV | 26431 | NONE | 501(C)(3) | CLOTHING ALLOWANCE | $1,370 | |
| ROBERT C BYRD HIGH SCHOOL | ||||||||
| ONE EAGLE WAY | CLARKSBURG | WV | 26301 | NONE | 501(C)(3) | BAND TRIP TO FLORIDA | $800 | |
| LIFE CHOICE INC | ||||||||
| 515 1/2 WEST PIKE STREET | CLARKSBURG | WV | 26301 | NONE | 501(C)(3) | UPGRADE EARN WHILE YOU | $1,000 | |
| THE WILLIAM BENNETT SUMMER FLUTE ACADEMY | ||||||||
| PO BOX 4625 | CLARKSVILLE | TN | 37044 | NONE | 501(C)(3) | PAYMENT FOR XAVIER EVANS TO | $500 | AUSTIN PEAY UNIVERSITY DEPT OF MUSIC |
| FORWARD CHURCH | ||||||||
| 100 NICHOLAS STREET | CLARKSBURG | WV | 26301 | NONE | 501(C)(3) | ENRICHMENT FOR ALL | $5,000 | |
| PROGRESSIVE WOMENS ASSSOCIATION | ||||||||
| 305 WASHINGTON AVENUE | CLARKSBURG | WV | 26301 | NONE | 501(C)(3) | ITEMS FOR HANDS-ON COOKING | $500 | |
| ENVISION EMI | ||||||||
| 1919 GALLOWS ROAD SUITE 700 | VIENNA | VA | 22182 | NONE | 501(C)(3) | NATL YOUTH LEADERSHIP FORUM | $1,695 | |
| IMMACULATE CONCEPTION YOUTH GROUP | ||||||||
| 150 SOUTH MAPLE AVENUE | CLARKSBURG | WV | 26301 | NONE | 501(C)(3) | ATTEND NATL CATHOLIC YOUTH | $1,000 | |
| CAMP CONSUMED | ||||||||
| PO BOX 77 | REYNOLDSVILLE | WV | 264220077 | NONE | 501(C)(3) | ENRICHMENT FOR ALL CHILDREN | $3,000 | |
| UNITED HIGH SCHOOL | ||||||||
| 1349 SHINNSTON PIKE | CLARKSBURG | WV | 263016307 | NONE | 501(C)(3) | CLOTHING ALLOWANCE | $500 | |
| LINCOLN MIDDLE SCHOOL | ||||||||
| 78 JERRY TOTH DRIVE | SHINNSTON | WV | 264318502 | NONE | 501(C)(3) | CLOTHING ALLOWANCE | $1,305 | |
| SHEPHERD'S CORNER | ||||||||
| PO BOX 101 | BRIDGEPORT | WV | 263308502 | NONE | 501(C)(3) | PURCHASE UNDERCOLTHING FOR | $1,000 | |
| THE STUDIO FOR THE PERFORMING ARTS | ||||||||
| 1221 NORTH 14TH STREET | CLARKSBURG | WV | 263011904 | NONE | 501(C)(3) | PURCHASE SOUND SYSTEM FOR | $360 | |
| STARS & STRIDES THERAPEUTIC EQUINE CENTE | ||||||||
| 500 LIMESTONE ROAD | CLARKSBURG | WV | 26301 | NONE | 501(C)(3) | PURCHASE THERAPY SADDLE FOR | $1,500 | |
| BRIDGEPORT HIGH SCHOOL | ||||||||
| 515 JOHNSON AVENUE | BRIDGEPORT | WV | 26330 | NONE | 501(C)(3) | ASSIST STUDENT COST FOR | $2,500 | |
| SOUTH HARRISON HIGH SCHOOL | ||||||||
| ROUTE 1 BOX 58 | LOST CREEK | WV | 26385 | NONE | 501(C)(3) | FAMILY CONSUMER SCIENCES | $1,500 | |
| CLARKSBURG LEAGUE FOR SERVICE | ||||||||
| PO BOX 35 | CLARKSBURG | WV | 26302 | NONE | 501(C)(3) | AMY'S ATTIC | $8,000 | |
| JOHNSTOWN CEOS CLUB | ||||||||
| 409 CHAPMAN LANE | LOST CREEK | WV | 26385 | NONE | 501(C)(3) | JOHNSTOWN FAIR-FREE | $3,000 | |
| HARRISON COUNTY LACROSSE ASSOCIATION | ||||||||
| 121 HARTLAND AVENUE | CLARKSBURG | WV | 26301 | NONE | 501(C)(3) | PURCHASE PLAYER PACKS | $2,216 | |
| HARRISON COUNTY BOARD OF EDUCATION | ||||||||
| PO BOX 1370 | CLARKSBURG | WV | 26302 | NONE | 501(C)(3) | PROJECT LAUNCH | $3,000 | |
| BOY SCOUTS OF AMERICA | ||||||||
| 1340 JULIANA STREET | PARKERSBURG | WV | 26101 | NONE | 501(C)(3) | CUB SCOUT DAY CAMP | $500 | |
| JOHNSON ELEMENTARY | ||||||||
| 531 JOHNSON AVENUE | BRIDGEPORT | WV | 26330 | NONE | 501(C)(3) | K-5TH GRADE TO STUDY | $470 | |
| YOUNG LIFE HARRISON COUNTY | ||||||||
| PO BOX 975 | BRIDGEPORT | WV | 26330 | NONE | 501(C)(3) | BIBLES & WORKBOOKS FOR | $1,500 | |
| WV BLACK HERITAGE FESTIVAL | ||||||||
| PO BOX 1614 | CLARKSBURG | WV | 26302 | NONE | 501(C)(3) | HOST 2 NIGHTS AT WV BLACK | $4,000 | |
| HARRISON COUNTY BOARD OF EDUCATION | ||||||||
| PO BOX 1370 | CLARKSBURG | WV | 26302 | NONE | 501(C)(3) | FUNDS FOR TWO SCHOLARSHIPS | $1,000 | |
| ALL SAINTS PARISH | ||||||||
| 317 EAST MAIN STREET | BRIDGEPORT | WV | 26330 | NONE | 501(C)(3) | AMBASSADOR LEADERSHIP | $1,000 | |
| LOWE PUBLIC LIBRARY | ||||||||
| 40 BRIDGE STREET | SHINNSTON | WV | 26431 | NONE | 501(C)(3) | SUMMER READING PROGRAM | $1,000 | |
| CLARKSBURG-HARRISON COUNTY | ||||||||
| 433 BALTIMORE AVENUE | CLARKSBURG | WV | 26301 | NONE | 501(C)(3) | BACK TO SCHOOL PARTY/AFTER | $500 | REGIONAL HOUSING AUTHORITY |
| CLARKSBURG MISSION | ||||||||
| 312 NORTH 4TH STREET | CLARKSBURG | WV | 26301 | NONE | 501(C)(3) | PURCHASE ITEMS FOR | $2,500 | |
| CLARKSBURG BOARD OF PARK COMMISSION | ||||||||
| 1 CLARKSBURG PARKWAY | CLARKSBURG | WV | 26301 | NONE | 501(C)(3) | SUMMER PROGRAM FOR HARRISON | $2,000 | ATTN KAITLIN BISHOP |
| NUTTER FORT INTERMEDIATE | ||||||||
| 1302 BUCKHANNON PIKE | NUTTER FORT | WV | 26301 | NONE | 501(C)(3) | CLOTHING ALLOWANCE | $1,890 | |
| SIMPSON ELEMENTARY | ||||||||
| 250 WORTHINGTON DRIVE | BRIDGEPORT | WV | 26330 | NONE | 501(C)(3) | CLOTHING ALLOWANCE | $730 | |
| WEST MILFORD ELEMENTARY | ||||||||
| 226 SCHOOL STREET | WEST MILFORD | WV | 26451 | NONE | 501(C)(3) | PARENT INVOLVEMENT PROJECT | $500 | |
| WASHINGTON IRVING MIDDLE SCHOOL | ||||||||
| 442 LEE AVENUE | CLARKSBURG | WV | 26301 | NONE | 501(C)(3) | FOOD PANTRY - FOOD FOR | $2,000 | |
| LINCOLN HIGH SCHOOL | ||||||||
| ROUTE 1 BOX 300 | SHINNSTON | WV | 26431 | NONE | 501(C)(3) | STUDENT TRIP TO | $5,000 | |
| ROBERT C BYRD HIGH SCHOOL | ||||||||
| ONE EAGLE WAY | CLARKSBURG | WV | 26301 | NONE | 501(C)(3) | CLOTHING ALLOWANCE | $1,810 | |
| BRIDGEPORT HIGH SCHOOL | ||||||||
| 515 JOHNSON AVENUE | BRIDGEPORT | WV | 26330 | NONE | 501(C)(3) | CLOTHING ALLOWANCE | $755 | |
| SOUTH HARRISON HIGH SCHOOL | ||||||||
| ROUTE 1 BOX 58 | LOST CREEK | WV | 26385 | NONE | 501(C)(3) | CLOTHING ALLOWANCE | $625 | |
| WASHINGTON IRVING MIDDLE SCHOOL | ||||||||
| 442 LEE AVENUE | CLARKSBURG | WV | 26301 | NONE | 501(C)(3) | CLOTHING ALLOWANCE | $1,690 | |
| SOUTH HARRISON MIDDLE SCHOOL | ||||||||
| RT 1 BOX 58-B | LOST CREEK | WV | 26385 | NONE | 501(C)(3) | TRAVEL TO NYC FOR BROADWAY | $5,000 | |
| ROBERT C BYRD HIGH SCHOOL | ||||||||
| ONE EAGLE WAY | CLARKSBURG | WV | 26301 | NONE | 501(C)(3) | WIZARD OF OZ THEATRE | $2,000 | |
| ROBERT C BYRD HIGH SCHOOL | ||||||||
| ONE EAGLE WAY | CLARKSBURG | WV | 26301 | NONE | 501(C)(3) | ASSIST CHILDREN TO ATTEND | $2,496 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $95,797 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $277 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $41,795 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $296,717 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $338,789 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $338,789 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $675 | Amt |
| Net Investment Income | $675 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (60 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| WALT DISNEY COMPANY | $6,910 | $13,940 |
| BRISTOL-MYERS SQUIBB COMPANY | $13,558 | $13,503 |
| JP MORGAN CHASE | $16,665 | $25,321 |
| NATIONAL RETAIL PROPERTIES INC | ||
| DOW DUPONT INC | $11,956 | $18,458 |
| APPLE INC | $11,074 | $17,030 |
| BOEING CO | ||
| EQT CORP | $19,637 | $15,506 |
| HONEYWELL INTERNATIONAL INC | $8,066 | $13,253 |
| NIKE INC | ||
| AETNA INC | ||
| ALPHABET INC CL A | $11,025 | $22,584 |
| AMGEN INC | $16,695 | $19,013 |
| CHEVRON CORPORATION | $11,169 | $14,792 |
| ALLERGAN PLC | ||
| INVESCO LTD | $17,902 | $14,741 |
| CHUBB LIMITED | $15,238 | $16,005 |
| BROADCOM LTD | $13,676 | $24,749 |
| CHURCH & DWIGHT CO INC | $12,267 | $14,141 |
| CONSTELLATION BRANDS INC | $13,449 | $17,291 |
| DANAHER CORP | $11,886 | $15,591 |
| DELTA AIR LINES | $14,651 | $16,051 |
| FEDEX CORP | $11,814 | $16,802 |
| HOME DEPOT INC | $13,763 | $19,510 |
| JOHNSON & JOHNSON | $18,614 | $20,749 |
| LENNAR CORP | $10,195 | $11,708 |
| MARATHON PETROLEUM CORP | $6,958 | $10,664 |
| MASCO CORP | $9,427 | $12,311 |
| MASTERCARD INC CLASS A | $15,525 | $25,155 |
| MERCK & CO | $22,908 | $24,098 |
| MICROSOFT CORP | $16,873 | $26,526 |
| MONDELEZ INTERNATIONAL | $14,212 | $13,243 |
| NEXTERA ENERGY | $11,232 | $15,701 |
| PPG INDUSTRIES INC | $12,164 | $12,344 |
| PALO ALTO NETWORKS | $13,924 | $20,342 |
| PRUDENTIAL FINANCIAL INC | $14,525 | $15,897 |
| SPLUNK INC | $6,604 | $13,578 |
| TEXAS INSTRUMENTS INC | $7,660 | $14,222 |
| US BANCORP | $23,668 | $26,210 |
| UNITED TECHNOLOGIES CORP | ||
| WELLS FARGO & CO | ||
| ALIBABA GROUP HOLDINGS LTD | $9,229 | $15,770 |
| AMAZON.COM INC | $16,979 | $30,596 |
| CONTINENTAL RESOURCES | $8,885 | $19,752 |
| FACEBOOK INC | $23,812 | $33,229 |
| OREILLY AUTOMOTIVE | $17,378 | $19,697 |
| PAYPAL HOLDINGS | ||
| PEPSICO INC | $17,624 | $17,419 |
| STARBUCKS CORP | ||
| T-MOBILE US INC | $13,692 | $12,846 |
| WALGREENS BOOTS ALLIANCE INC | $21,197 | $15,544 |
| BB&T CORPORATION | $14,893 | $14,981 |
| CAPITAL ONE FINANCIAL | $15,460 | $14,888 |
| MEDTRONIC PLC | $20,420 | $21,488 |
| ULTA BEAUTY INC | $17,450 | $19,844 |
| RAYTHEON COMPANY | $16,219 | $16,034 |
| SALESFORCE.COM, INC | $15,408 | $18,550 |
| SPIRIT AEROSYSTEMS HOLDINGS IN | $17,866 | $18,213 |
| HALLIBURTON | $10,673 | $10,679 |
| LOCKHEED MARTIN | $17,598 | $15,362 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (17 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| WESMARK GOVERNMENT BOND FUND # | |||
| WESMARK SMALL COMPANY GROWTH | |||
| WESMARK GROWTH FUND #549 | |||
| INVESCO INT'L GROWTH FD - I | AT COST | $48,137 | $50,410 |
| ARTISAN MID CAP FUND I #962 | AT COST | $95,273 | $91,428 |
| FEDERATED TOTAL RETURN BD FD # | AT COST | $144,150 | $139,830 |
| FEDERATED INT'L LEADERS FUND | AT COST | $46,511 | $50,914 |
| FIDELITY FLOATING RATE HIGH IN | AT COST | $93,544 | $93,642 |
| FIDELITY ADVISOR STRATEGIC INC | AT COST | $152,721 | $153,350 |
| METROPOLITAN WEST TOTAL RETURN | AT COST | $145,066 | $140,342 |
| OPPENHEIMER DEVELOPING MKTS FD | |||
| PRIMECAP ODYSSEY AGGRESSIVE GR | AT COST | $107,421 | $128,572 |
| TEMPLETON EMERGING MKTS SM/CAP | |||
| VANGUARD S/T INVEST GR - ADM # | AT COST | $254,559 | $250,006 |
| AMG MANAGERS SKYLINE SPECIAL E | AT COST | $75,752 | $78,354 |
| OAKMONT INTERNATIONAL FD - INS | AT COST | $69,925 | $66,431 |
| T ROWE PRICE NEW HORIZONS FD # | AT COST | $113,629 | $123,008 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER NON-ALLOCABLE EXPENSE - | Desc |
| Revenue And Expenses Per Books | $1,283 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,283 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECOVERY OF AMT TREATED AS QUAL DIST | Desc |
| Amt | $540 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MGMT FEES-SUBJECT T | CategoryTxt |
| Amt | $10,306 | Amt |
| Net Investment Income | $10,306 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $61 | $61 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $2,617 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $256 | $256 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $21 | $21 | $0 |
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