ENCOVA FOUNDATION OF WEST VIRGINIA: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- ENCOVA FOUNDATION OF WEST VIRGINIA (EIN 80-0772825)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-13
- IRS object ID
- 201733179349100948
- Schema version
- 2016v3.0
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-13T10:46:26-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 2017-10-24 | 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 | 2017-10-24 | IPDt |
| IP Tm | 16:42:43 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 29836F688EEB9431417EFD5680D38CDE0FDFB44A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9BAAE1AE8F7C799F6A2C05DF6C6A66846D7BC49B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $31,321,981 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $161,782 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $161,782 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $459,027 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $459,027 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$92,541 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,107,044 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $528,268 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $620,809 | 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 | $21,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $21,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $139,035 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $139,035 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,400 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,400 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $135 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $135 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $165,570 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $144,570 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $21,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $406,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,206,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $572,320 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $144,570 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,227,750 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$44,052 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $476,239 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $23,449,258 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,483,432 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,483,432 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $14,186,261 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $28,838,549 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $28,838,549 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $37,635,519 | TotalAssetsBOYAmt |
| Total Assets EOY | $31,321,981 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $31,321,981 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $13,025,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $5,225,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $13,025,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,225,000 | 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 | $24,610,519 | RetainedEarningBOYAmt |
| Retained Earning EOY | $26,096,981 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $24,610,519 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $26,096,981 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $37,635,519 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $31,321,981 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $24,610,519 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$44,052 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,530,514 | OtherIncreasesAmt |
| Subtotal | $26,096,981 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $26,096,981 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| Publicly Traded Securities | $7,086,749 | $7,199,585 | -$112,836 | -$112,836 | |
| Capital Gains Dividends | $20,295 | $20,295 | $20,295 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$92,541 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $4,235,090 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $30,807,571 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.137469 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,299,136 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $30,541,387 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.108022 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,814,785 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $31,112,598 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.122612 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $264,932 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $15,478,779 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.017116 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,925,000 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.000000 | DistributionYr5Rt |
| Total Distribution | 0.385219 | TotalDistributionRt |
| Average Distribution | 0.077044 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $32,256,893 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,485,200 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,762 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,489,962 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $8,227,750 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $4,762 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,762 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,762 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,115 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $12,115 | TotalPaymentsAndCreditsAmt |
| Overpayment | $7,353 | OverpaymentAmt |
| Applied To ES Tax | $7,353 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | 1.00 | $0 | $0 | $0 |
| James Christopher Howat | ||||||||
| 400 Quarrier Street | Charleston | WV | 25301 | Treasurer | 1.00 | $0 | $0 | $0 |
| Thomas J Obrokta Jr | ||||||||
| 400 Quarrier Street | Charleston | WV | 25301 | Secretary | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $25,895,815 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,852,300 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $32,748,115 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $32,748,115 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $491,222 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $32,256,893 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,612,845 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,612,845 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,762 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,762 | TotalTaxAmt |
| Distributable Before Adj | $1,608,083 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,608,083 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,608,083 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,227,750 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $8,227,750 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,762 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $8,222,988 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,608,083 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $1,748,049 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,793,613 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,702,881 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,244,543 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,227,750 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,608,083 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,619,667 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $12,864,210 | 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 | $12,864,210 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $1,748,049 | ExcessFromYear3Amt |
| Excess From Year2 | $1,793,613 | ExcessFromYear2Amt |
| Excess From Year1 | $2,702,881 | ExcessFromYear1Amt |
| Excess From Current Year | $6,619,667 | 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 (87 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Alzheimer's Association WV Chapter | ||||||||
| 1601 2nd Avenue | Charleston | WV | 25387 | N/A | Other Public Charity | Sponsor events to provide support, education and services to local families dealing with Alzheimers. | $2,500 | |
| American Red Cross | ||||||||
| 113 Lakeview Drive | Charleston | WV | 25313 | N/A | Other Public Charity | 2015 Disaster Relief | $25,000 | |
| Arthritis Foundation Inc | ||||||||
| 1116 Smith Street 301 | Charleston | WV | 25301 | N/A | Other Public Charit | Jingle Bell Run | $1,000 | |
| Better Business Bureau of Canton RegionGreater West Virginia | ||||||||
| 1434 Cleveland Avenue NW | Canton | OH | 44703 | N/A | Other Public Charit | Annual Shred Day | $1,000 | |
| Big Brothers & Big Sisters of the Tri-State Inc | ||||||||
| 501 5th Avenue Suite 3 | Huntington | WV | 25701 | N/A | Other Public Charity | Bowl, Bid and Golf for Kids' Sake events | $2,000 | |
| Blue Ridge Community & Technical College | ||||||||
| 13650 Apple Harvest Drive | Martinsburg | WV | 25401 | N/A | Other Public Charity | Brickstreet Scholars Scholarship Fund | $500,000 | |
| Bob Burdette Center Inc | ||||||||
| 1401 Washington Street | Charleston | WV | 25387 | N/A | Other Public Charit | Scholarship Funding for children. | $10,000 | |
| Boys and Girls Club of Parkersburg Inc | ||||||||
| 1200 Mary Street | Parkersburg | WV | 26101 | N/A | Other Public Charit | Parkersburg Safetytown | $1,000 | |
| Boys and Girls Club of the Eastern Panhandle | ||||||||
| PO Box 1184 | Martinsburg | WV | 25402 | N/A | Other Public Charit | Programs support | $1,000 | |
| Buckskin Council BSA | ||||||||
| 2829 Kanawha Blvd East | Charleston | WV | 25311 | N/A | Other Public Charity | Leadership Service Center | $10,000 | |
| Buckskin Council BSA | ||||||||
| 2829 Kanawha Blvd East | Charleston | WV | 25311 | N/A | Other Public Charity | Leadership Service Center | $100,000 | |
| Cabell County Public Library | ||||||||
| 455 Ninth Street Plaza | Huntington | WV | 25701 | N/A | Other Public Charit | Gala Event | $3,000 | |
| Cabell Huntington Hospital Foundation Inc | ||||||||
| 1340 Hal Greer Boulevard | Huntington | WV | 25701 | N/A | Other Public Charity | Hoops Family Children's Hospital | $175,000 | |
| CAMC Foundation | ||||||||
| 3412 Staunton Avenue SE | Charleston | WV | 25304 | N/A | Other Public Charity | NICU waiting room renovation. | $50,000 | |
| Charleston Montessori Inc | ||||||||
| 319 Washington Street West | Charleston | WV | 25302 | N/A | Other Public Charit | Life's A Hike fundraiser | $500 | |
| Charleston Montessori Inc | ||||||||
| 319 Washington Street West | Charleston | WV | 25302 | N/A | Other Public Charit | A Night Under the Stars fundraiser | $2,500 | |
| Childhood Language Center | ||||||||
| 406 Capitol Street | Charleston | WV | 25301 | N/A | Other Public Charit | 5k Run/Walk and Charleston's Mac n' Cheese Cook-Off Event | $5,000 | |
| Children's Home Society of WV | ||||||||
| 1422 Kanawha Blvd East | Charleston | WV | 25330 | N/A | Other Public Charity | Under the Summer Stars fundraiser | $1,500 | |
| Childrens Therapy Clinic Inc | ||||||||
| 113 Lakeview Drive | Charleston | WV | 25313 | N/A | Other Public Charity | Pediatric Clinic support of therapy services for children - | $10,000 | |
| City of Hurricane (Hurricane Development Authority) | ||||||||
| 3255 Teays Valley Road | Charleston | WV | 25526 | N/A | City Government | Community events and gatherings support | $2,500 | |
| City of Oak Hill | ||||||||
| PO Box 1245 | Oak Hill | WV | 25901 | N/A | City Government | K9 Memorial Dog Park | $5,000 | |
| Craik-Patton House Foundation Inc | ||||||||
| PO Box 11782 | Charleston | WV | 25339 | N/A | Other Public Charity | Craik-Patton Museum House support | $10,000 | |
| Cross Lanes Christian School | ||||||||
| 5330 Floradale Drive | Cross Lanes | WV | 25313 | N/A | Other Public Charity | Education program support | $3,000 | |
| Down Syndrome Network of WV Inc | ||||||||
| PO Box 7102 | Cross Lanes | WV | 25313 | N/A | Other Public Charit | Buddy Walk in September 2016 | $1,000 | |
| Fairmont State University Foundation | ||||||||
| 1300 Locust Avenue PO Box 461 | Fairmont | WV | 26555 | N/A | State University | Scholarships | $1,000,000 | |
| Foundation for the Tri-State Community Inc | ||||||||
| 916 Fifth Avenue Suite 403 | Huntington | WV | 25779 | N/A | Other Public Charit | Chip's Celebrity Bingo with Troy Brown support | $5,000 | |
| Friends of Coal Ladies Auxillary | ||||||||
| PO Box 1109 | Beckley | WV | 25802 | N/A | Other Public Charity | Giving Hearts Program | $10,000 | |
| Girl Scouts Black Diamond Council | ||||||||
| 210 Hale Street | Charleston | WV | 25322 | N/A | 501(c)3 | Mutliple programs support | $10,000 | |
| Golden Girl Group Home | ||||||||
| 999 B Street PO Box 876 | Ceredo | WV | 25507 | N/A | Other Public Charity | Extracurricular activities support for home residents | $3,500 | |
| Good News Mountaineer Garage | ||||||||
| 1637 4th Avenue | Charleston | WV | 25387 | N/A | Other Public Charit | Paving, green space and rain garden project support | $10,000 | |
| Habitat for Humanity-Kanawha & Putnam | ||||||||
| 815 Court Street | Charleston | WV | 25301 | N/A | Other Public Charity | Support homeowner education and community center activities | $1,000 | |
| HOPE (Housing Outreach Project Express)USA | ||||||||
| 1033 Virginia St E | Charleston | WV | 25301 | N/A | Other Public Charity | HOPE summer service project | $1,000 | |
| Huntington Dance Theatre Ltd | ||||||||
| PO Box 2211 | Huntington | WV | 25722 | N/A | Other Public Charit | Huntington Nutcracker Show | $15,000 | |
| JDRF International | ||||||||
| 26 Broadway 15th Floor | New York | NY | 10004 | N/A | Other Public Charity | Walk for a Cure | $2,500 | |
| Keith Albee Performing Arts Center Inc | ||||||||
| PO Box 5425 | Huntington | WV | 25703 | N/A | Other Public Charit | Take a Seat Under the Stars campaign | $30,000 | |
| Kids Chance of WV | ||||||||
| PO Box 11283 | Charleston | WV | 25339 | N/A | Other Public Charity | Provide finanical support through scholarships for children of injured workers | $125,000 | |
| KOMAX Business Systems for Make-A-Wish Foundation | ||||||||
| 500 D Street | Charleston | WV | 25314 | N/A | Other Public Charit | Annual Make a Wish Golf Tournament | $500 | |
| KVC Behavioral Healthcare | ||||||||
| 300 Kenton Drive Suite 200 | Charleston | WV | 25311 | N/A | Other Public Charity | Home, Hope, Heros program support | $1,500 | |
| Library Foundation of Kanawha County Inc | ||||||||
| 123 Capital Street | Charleston | WV | 25301 | N/A | 501(c)3 | Summer Library Club for Children support | $1,000 | |
| Lincoln County High School Volleyball | ||||||||
| 81 Lincoln Panther Way | Hamlin | WV | 25523 | N/A | Public School | Volleyball program | $3,000 | |
| Logan County Child Advocacy Center Inc | ||||||||
| PO Box 308 | Logan | WV | 25601 | N/A | City Government | Trauma therapy for child victims of crime | $1,500 | |
| Marshall University Foundation Incorporated | ||||||||
| 519 John Marshall Drive | Huntington | WV | 25703 | N/A | Other Public Charit | Scholarship Funding | $1,000,000 | |
| Marshall University Foundation Incorporated | ||||||||
| 519 John Marshall Drive | Huntington | WV | 25703 | N/A | Other Public Charity | 2015- Lose the Training Wheels Camp | $1,000 | |
| Morgatown High School Band Auxiliary | ||||||||
| 109 Wilson Avenue | Morgantown | WV | 26501 | N/A | Public School | Pearl Harbor Memorial Parade held in Hawaii - High school band auxiliary | $5,000 | |
| Mountain Mission | ||||||||
| 1620 7th Avenue | Charleston | WV | 25387 | N/A | Other Public Charit | Feeding program | $10,000 | |
| Mountaineer Montessori School | ||||||||
| 308 20th Street | Charleston | WV | 25304 | N/A | Other Public Charity | Mountaineer Montessori School (Montessori Etc Inc.) | $2,500 | |
| Muscular Dystrophy Association | ||||||||
| 500 West Wilson Road Suite 150 | Columbus | OH | 43085 | N/A | Other Public Charit | MDA Summer Camp | $2,500 | |
| Nitro High School DECA Chapter | ||||||||
| 1300 Park Avenue | Nitro | WV | 25143 | N/A | Public School | DECA Chapter Contribution | $3,500 | |
| North Charleston Baptist Church | ||||||||
| 1009 Woodward Drive | Charleston | WV | 25387 | N/A | Church | 2015 Donation - Christmas Store | $400 | |
| North Marion High School Track Booster Program | ||||||||
| 104 Third Street | Elkins | WV | 26241 | N/A | Public School | Spring season support | $850 | |
| Overbrook Elementary School PTO | ||||||||
| 218 Oakwood Road | Charleston | WV | 25314 | N/A | Public School | Outdoor classroom and garden project | $1,500 | |
| Read Aloud West Virginia Inc | ||||||||
| PO Box 1784 | Charleston | WV | 25326 | N/A | Other Public Charity | Read-A-Palooza event | $2,000 | |
| Read Aloud West Virginia Inc | ||||||||
| PO Box 1784 | Charleston | WV | 25326 | N/A | Other Public Charity | Donation for general support | $50,000 | |
| Richmond Symphony | ||||||||
| 612 East Grace Street Suite 401 | Richmond | VA | 23219 | N/A | Other Public Charity | Support Masterworks Performance-Tchaikovsky 4 | $2,500 | |
| Ronald McDonald House | ||||||||
| 1500 17th Street | Huntington | WV | 25701 | N/A | Other Public Charit | Maggie's playgroud support | $15,000 | |
| Saint Francis of Assisi School | ||||||||
| 525 Holley Street | Saint Albans | WV | 25177 | N/A | Other Public Charit | Ceili Dinner - helps fund additions to the computer lab as well as educational and social trips | $500 | |
| Schoenbaum Family Enrichment Center | ||||||||
| 1791 5th Avenue Suite 1 | Charleston | WV | 25312 | N/A | 501(c)3 | Healthy Seedlings-Healthy Sprouts Program | $1,500 | |
| Schoenbaum Family Enrichment Center | ||||||||
| 1791 5th Avenue Suite 1 | Charleston | WV | 25312 | N/A | 501(c)3 | Healthy Taste Festival | $1,500 | |
| Shepherd University Foundation | ||||||||
| PO Box 5000 | Shepherdstown | WV | 25443 | N/A | Other Public Charity | Brickstreet Scholars Scholarship Fund | $500,000 | |
| Special Olympics VA | ||||||||
| 3212 Skipwith Road Suite 100 | Richmond | VA | 23294 | N/A | Other Public Charity | Healthcare issues and school-based outreach | $25,000 | |
| Special Olympics WV | ||||||||
| 1206 Virginia Street East | Charleston | WV | 25301 | N/A | Other Public Charity | To sponsor the annual summer games for special olympics. | $2,500 | |
| Stepping Stones Canines Fosters | ||||||||
| 6918 Heritage Drive | Charleston | WV | 25312 | N/A | Other Public Charity | Assist with veterinary bills and supplies | $1,000 | |
| Tamarack Foundation Inc | ||||||||
| 3310 Piedmont Road | Charleston | WV | 25306 | N/A | 501(c)3 | Support the build out of the gallery space, artist incubation, meeting and office space in the historic Stats Hospital Building. | $25,000 | |
| Thanks Plain and Simple Inc | ||||||||
| 5313 F Carleton Court | Charleston | WV | 25313 | N/A | Other Public Charit | Rosie the Riveters and Youth Show "We Pull Better Together" | $3,500 | |
| The Joffrey Ballet | ||||||||
| 10 E Randolph Street | Chicago | IL | 60601 | N/A | Other Public Charit | Christopher Wheeldon's The Nutcracker funding | $75,000 | |
| The Marshall University Foundation | ||||||||
| 519 John Marshall Drive | Huntington | WV | 25703 | N/A | Other Public Charity | Annual support at Marshall University and the Actualizing STEM Capabilities | $400,000 | |
| United Way of Central WV | ||||||||
| One United Way Square | Charleston | WV | 25301 | N/A | Other Public Charity | Projects supporting Boone, Clay, Kanawha, Logan and Putnam Counties. | $10,000 | |
| University of Charleston | ||||||||
| 2300 MacCorkle Avenue SE | Charleston | WV | 25304 | N/A | Other Public Charity | Support physician assistant program | $200,000 | |
| Valley Comprehensive Community Mental Health Center | ||||||||
| 301 Scott Avenue | Morgantown | WV | 26508 | N/A | Other Public Charity | Support annual Thanksgiving Dinner | $1,000 | |
| Weirton Medical Center Inc | ||||||||
| 601 Colliers Way | Weirton | WV | 26062 | N/A | Other Public Charit | WMC Breast Care Services | $5,000 | |
| West Liberty University Foundation | ||||||||
| 208 University Drive College Union | West Liberty | WV | 26074 | N/A | Other Public Charity | West Family Stadium Renovation | $50,000 | Box 133 |
| WV Broadcasters Association | ||||||||
| 140 Seventh Avenue | South Charleston | WV | 25303 | N/A | Other Public Charit | WVBA Spring Meeting | $1,000 | |
| WV Golf Association | ||||||||
| 2115 Charleston Town Center | Charleston | WV | 25389 | N/A | Other Public Charit | WV Open Championship support | $5,000 | |
| WV International Film Festival Inc | ||||||||
| PO Box 2165 | Charleston | WV | 25328 | N/A | Other Public Charit | Spring Festival support | $500 | |
| WV National Guard Foundation | ||||||||
| 1703 Coonskin Drive | Charleston | WV | 25311 | N/A | Other Public Charity | Gold Star Program | $1,500 | |
| WV School of Osteopathic Medicine Foundation Inc | ||||||||
| 400 North Lee Street | Lewisburg | WV | 24901 | N/A | Other Public Charity | BrickStreet Scholars Scholarship Fund | $900,000 | |
| WV State University Foundation Inc | ||||||||
| PO Box 1000 | Institute | WV | 25112 | N/A | Other Public Charity | Brickstreet Scholarship Fund | $1,500,000 | |
| WV State University Foundation | ||||||||
| 100 Barron Drive East Hall | Institute | WV | 25112 | N/A | Other Public Charity | Balancing the Equation for Student Success Program | $50,000 | |
| WV State University Foundation | ||||||||
| PO Box 1000 | Institute | WV | 25112 | N/A | Other Public Charity | Support Logan County Extension Programming | $20,000 | |
| WV Wildcats Select | ||||||||
| PO Box 11070 | Charleston | WV | 25339 | N/A | Other Public Charit | Basketball tournament expensees | $1,000 | |
| WVSOM Foundation Inc | ||||||||
| 400 North Lee Street | Lewisburg | WV | 24901 | N/A | State University | BrickStreet Scholarship Fund | $200,000 | |
| WVU Foundation | ||||||||
| 405 Fayette Pike | Montgomery | WV | 25136 | N/A | Other Public Charity | Program support and travel costs | $200,000 | |
| WVU Foundation | ||||||||
| PO Box 1650 | Morgantown | WV | 26507 | N/A | State University | Business School - Innovation & Entrepreneurship Center | $350,000 | |
| WVU Foundation | ||||||||
| PO Box 1650 | Morgantown | WV | 26507 | N/A | Other Public Charity | Brickstreet Scholars | $150,000 | |
| WVU Foundation | ||||||||
| PO Box 1650 | Morgantown | WV | 26507 | N/A | Other Public Charity | WVU College of Law - Innovation & Entrepreurship | $85,000 | |
| WVU Foundation | ||||||||
| PO Box 6130 | Morgantown | WV | 26508 | N/A | Other Public Charity | Brickstreet Men's Golf Scholarship | $200,000 | |
| WVU Tech | ||||||||
| 405 Fayette Pike | Montgomery | WV | 25136 | N/A | Other Public Charity | Support computer programming competition for students | $1,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,206,750 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (12 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 (Leadership Center) | ||||||||
| 2829 Kanawha Blvd East | Charleston | WV | 25311 | N/A | Other Public Charity | Leadership Service Center | $200,000 | |
| Cabell Huntington Hospital Foundation Inc | ||||||||
| 1340 Hal Greer Boulevard | Huntington | WV | 25701 | N/A | Other Public Charity | Funds to construct the Hoops Family Children's Hospital | $475,000 | |
| Clay Center for the Arts & Sciences | ||||||||
| One Clay Square | Charleston | WV | 25301 | N/A | Other Public Charity | Art Museum Renovation | $500,000 | |
| Mountain Mission | ||||||||
| 1620 7th Avenue | Charleston | WV | 25387 | N/A | Other Public Charity | Feeding Programs | $10,000 | |
| MU Foundation (Engineering) | ||||||||
| 519 John Marshall Drive | Huntington | WV | 25703 | N/A | Other Public Charity | BrickStreet Center of Infrastructure Engineering and Safety Equipment List | $1,200,000 | |
| Ronald McDonald House | ||||||||
| 302 30th Street SE | Charleston | WV | 25301 | N/A | Other Public Charity | Support for construction of a new facility located near Women's and Children's Hospital | $1,000,000 | |
| University of Charleston - PA Program | ||||||||
| 2300 MacCorkle Avenue SE | Charleston | WV | 25304 | N/A | Other Public Charity | Support Physician Assistant Program | $400,000 | |
| West Liberty University Foundation | ||||||||
| 208 University Drive College Union | West Liberty | WV | 26074 | N/A | Other Public Charity | 2014 West Family Stadium Renovation | $100,000 | Box 133 |
| WV State University Foundation (Logan Co Ext) | ||||||||
| 100 Barron Drive East Hall | Institute | WV | 25112 | N/A | Other Public Charity | Support Logan Co. Extension Programming | $40,000 | |
| WV State University Foundation (Student Success Program) | ||||||||
| 100 Barron Drive East Hall | Institute | WV | 25112 | N/A | State University | Balancing the Equation for Student Success Program | $300,000 | |
| WVU Golf | ||||||||
| One Waterfront Place- 7th Floor PO | Morgantown | WV | 26507 | N/A | Other Public Charity | BrickStreet Men's Golf Scholarship endowed fund | $600,000 | Box 1650 |
| WVU Scholarships | ||||||||
| One Waterfront Place- 7th Floor PO | Morgantown | WV | 26507 | N/A | Other Public Charity | BrickStreet Scholars Fund | $400,000 | Box 1650 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $5,225,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $161,782 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $459,027 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$92,541 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $528,268 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $528,268 | 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 | $21,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $21,000 | 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 | $28,838,549 | BookValueAmt |
| EOYFMV | $28,838,549 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Bank fees | $110 | $110 | $0 |
| Miscellaneous expenses | $25 | $25 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized gains on investments | Desc |
| Amt | $1,530,514 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment fees | CategoryTxt |
| Amt | $139,035 | Amt |
| Net Investment Income | $139,035 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Brickstreet Mutual Insurance Compan | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 Quarrier Street | AddressLine1Txt |
| City | Charleston | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 25301 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Income Taxes | CategoryTxt |
| Amt | $5,400 | Amt |
| Net Investment Income | $5,400 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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