SACRED HEART CHILDRENS CENTER INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- SACRED HEART CHILDRENS CENTER INC (EIN 55-0528075)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2016-09-13
- IRS object ID
- 201632579349100418
- Schema version
- 2015v2.0
- 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 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 | 2016-09-13T15:00:29-05:00 | ReturnTs |
| Tax Period End | 2016-06-30 | 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 | 2015-07-01 | 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 | JERRY DAMATO | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3042349400 | PhoneNum |
| Signature | 2016-09-06 | 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 | 2016-09-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | 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 | $2,053,986 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $35,010 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $35,010 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $405,212 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,463,744 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $405,212 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $440,222 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $440,222 | 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 | $550 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $550 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $7,607 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,607 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,149 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $273 | 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 | $1,219 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,219 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $10,525 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,649 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $109,675 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $109,675 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $120,200 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,649 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $109,675 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $320,022 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $430,573 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $13,541 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,942 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,942 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $409 | AcctRcvblAmt |
| Acct Rcvbl BOY | $15 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $409 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $576,427 | CorporateStockBOYAmt |
| Corporate Stock EOY | $552,446 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $603,862 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $937,520 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,289,317 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,443,182 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,527,503 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,849,114 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,053,986 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,527,503 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,849,114 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,527,503 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,849,114 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,527,503 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,849,114 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,527,503 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $320,022 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,589 | OtherIncreasesAmt |
| Subtotal | $1,849,114 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,849,114 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (124 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 100. CHEMOURS CO | 2010-07-19 | 2015-07-31 | $1,108 | $880 | $228 | $228 | |
| 200. CHICAGO BRIDGE & IRON COMPANY | 2007-08-27 | 2015-07-31 | $10,595 | $7,681 | $2,914 | $2,914 | |
| 900. FRANKLIN RESOURCES, INC. | 2008-05-05 | 2015-07-31 | $41,332 | $30,112 | $11,220 | $11,220 | |
| 400. PACCAR INC | 2011-02-18 | 2015-07-31 | $25,826 | $20,984 | $4,842 | $4,842 | |
| 25. GOOGLE INC CLASS C SHARES | 2015-09-16 | $15,893 | $7,785 | $8,108 | $8,108 | ||
| 200. UNION PACIFIC CORP | 2013-08-06 | 2015-09-16 | $17,851 | $15,982 | $1,869 | $1,869 | |
| 2018.163 VANGUARD LONG TERM INVESTMENT GRADE FUND | 2008-03-13 | 2015-09-16 | $20,000 | $17,659 | $2,341 | $2,341 | |
| 200. AIR PRODUCTS & CHEMICALS | 2008-05-05 | 2015-10-27 | $27,873 | $19,707 | $8,166 | $8,166 | |
| 25. ALPHABET INC CL C | 2010-07-21 | 2015-10-27 | $17,762 | $6,031 | $11,731 | $11,731 | |
| 32. ALPHABET INC CL A | 2015-10-27 | $23,471 | $9,535 | $13,936 | $13,936 | ||
| 216. APPLE INC | 2012-06-18 | 2015-10-27 | $25,093 | $18,117 | $6,976 | $6,976 | |
| 214. BOEING CO. | 2012-06-18 | 2015-10-27 | $31,812 | $15,420 | $16,392 | $16,392 | |
| 500. BRISTOL-MYERS SQUIBB COMPANY | 2009-03-24 | 2015-10-27 | $33,217 | $10,518 | $22,699 | $22,699 | |
| 382. CVS HEALTH CORP | 2011-12-16 | 2015-10-27 | $39,767 | $14,377 | $25,390 | $25,390 | |
| 862. WALT DISNEY COMPANY | 2015-10-27 | $98,210 | $29,706 | $68,504 | $68,504 | ||
| 507. DOW CHEMICAL CO | 2011-12-16 | 2015-10-27 | $25,571 | $13,261 | $12,310 | $12,310 | |
| 500. EI DU PONT DE NEMOURS CO. | 2010-07-19 | 2015-10-27 | $30,652 | $17,202 | $13,450 | $13,450 | |
| 77. EQT CORP | 2014-05-09 | 2015-10-27 | $5,011 | $8,052 | -$3,041 | -$3,041 | |
| 425. EXXON MOBIL CORP | 2015-10-27 | $34,307 | $33,483 | $824 | $824 | ||
| 1500. GENERAL ELECTRIC CO | 2015-10-27 | $44,308 | $30,285 | $14,023 | $14,023 | ||
| 286. GENERAL MILLS INC | 2012-06-18 | 2015-10-27 | $16,661 | $11,084 | $5,577 | $5,577 | |
| 250. GILEAD SCIENCES INC | 2014-05-09 | 2015-10-27 | $27,413 | $19,903 | $7,510 | $7,510 | |
| 500. HALLIBURTON | 2008-02-29 | 2015-10-27 | $19,022 | $19,123 | -$101 | -$101 | |
| 207. HONEYWELL INTERNATIONAL INC | 2013-07-11 | 2015-10-27 | $21,278 | $17,091 | $4,187 | $4,187 | |
| 500. JP MORGAN CHASE | 2010-07-19 | 2015-10-27 | $31,847 | $19,558 | $12,289 | $12,289 | |
| 135. MCKESSON CORP | 2010-07-21 | 2015-10-27 | $25,795 | $9,117 | $16,678 | $16,678 | |
| 500. NATIONAL RETAIL PROPERTIES INC | 2010-07-21 | 2015-10-27 | $19,242 | $11,083 | $8,159 | $8,159 | |
| 231. NIKE INC | 2014-05-09 | 2015-10-27 | $30,153 | $16,996 | $13,157 | $13,157 | |
| 1000. ORACLE CORP | 2007-06-28 | 2015-10-27 | $38,094 | $20,009 | $18,085 | $18,085 | |
| 400. ROYAL DUTCH SHELL PLC ADR | 2011-02-18 | 2015-10-27 | $21,010 | $28,362 | -$7,352 | -$7,352 | |
| 135. UNION PACIFIC CORP | 2013-08-06 | 2015-10-27 | $12,418 | $10,788 | $1,630 | $1,630 | |
| 13390.3 VANGUARD LONG TERM INVESTMENT GRADE FUND | 2008-03-13 | 2015-10-27 | $137,518 | $117,165 | $20,353 | $20,353 | |
| 7858.546 VANGUARD LONG TERM INVESTMENT GRADE FUND | 2015-07-31 | 2015-10-27 | $80,707 | $80,000 | $707 | $707 | |
| 5718.725 WESMARK GROWTH FUND #549 | 2015-10-27 | $107,455 | $80,100 | $27,355 | $27,355 | ||
| 3734.581 WESMARK GOVERNMENT BOND FUND #556 | 2014-09-02 | 2015-10-27 | $37,682 | $37,271 | $411 | $411 | |
| 59.105 WESMARK SMALL COMPANY GROWTH FUND | 2007-01-22 | 2015-10-27 | $800 | $537 | $263 | $263 | |
| 10. APPLE INC | 2012-06-18 | 2016-02-10 | $955 | $839 | $116 | $116 | |
| 3. CARDINAL HEALTH INC. | 2015-10-27 | 2016-02-10 | $236 | $245 | -$9 | -$9 | |
| 115. CONOCOPHILLIPS | 2015-10-27 | 2016-02-10 | $3,824 | $5,970 | -$2,146 | -$2,146 | |
| 4. DOW CHEMICAL CO | 2011-12-16 | 2016-02-10 | $187 | $105 | $82 | $82 | |
| 4. GENERAL MILLS INC | 2012-06-18 | 2016-02-10 | $226 | $155 | $71 | $71 | |
| 179. HAIN CELESTIAL GROUP, INC. | 2015-10-27 | 2016-02-10 | $6,158 | $9,073 | -$2,915 | -$2,915 | |
| 12. JOHNSON & JOHNSON | 2015-10-27 | 2016-02-10 | $1,228 | $1,210 | $18 | $18 | |
| 9. MARATHON PETROLEUM CORP | 2015-10-27 | 2016-02-10 | $291 | $438 | -$147 | -$147 | |
| 10. MASTERCARD INC CLASS A | 2015-10-27 | 2016-02-10 | $841 | $983 | -$142 | -$142 | |
| 2. MERCK & CO | 2015-10-27 | 2016-02-10 | $100 | $107 | -$7 | -$7 | |
| 35. NATIONAL RETAIL PROPERTIES INC | 2010-07-21 | 2016-02-10 | $1,564 | $803 | $761 | $761 | |
| 546. QUANTA SERVICES INC | 2015-10-27 | 2016-02-10 | $9,511 | $10,650 | -$1,139 | -$1,139 | |
| 5. TEXAS INSTRUMENTS INC | 2015-10-27 | 2016-02-10 | $253 | $295 | -$42 | -$42 | |
| 65. UNION PACIFIC CORP | 2013-08-06 | 2016-02-10 | $5,020 | $5,194 | -$174 | -$174 | |
| 58. VERIZON COMMUNICATIONS | 2015-10-27 | 2016-02-10 | $2,894 | $2,675 | $219 | $219 | |
| 3. ALLERGAN PLC | 2015-10-27 | 2016-02-10 | $837 | $843 | -$6 | -$6 | |
| 70. EATON CORP PLC | 2015-10-27 | 2016-02-10 | $3,791 | $3,590 | $201 | $201 | |
| 1. CHUBB LIMITED | 2015-10-27 | 2016-02-10 | $112 | $115 | -$3 | -$3 | |
| 100. LYONDELLBASELL INDUSTRIES NV CLASS A | 2015-10-27 | 2016-02-10 | $7,595 | $9,116 | -$1,521 | -$1,521 | |
| 297. BORGWARNER, INC. | 2016-04-12 | $10,330 | $12,883 | -$2,553 | -$2,553 | ||
| 9. AETNA INC | 2015-10-27 | 2016-06-03 | $1,067 | $977 | $90 | $90 | |
| 109. AUTOMATIC DATA PROCESSING | 2016-06-03 | $9,485 | $9,753 | -$268 | -$268 | ||
| 84. CONTINENTAL RESOURCES | 2015-10-27 | 2016-06-03 | $3,451 | $2,660 | $791 | $791 | |
| 2. DANAHER CORP | 2015-10-27 | 2016-06-03 | $196 | $184 | $12 | $12 | |
| 23. WALT DISNEY COMPANY | 2007-01-11 | 2016-06-03 | $2,253 | $792 | $1,461 | $1,461 | |
| 18. EQT CORP | 2014-05-09 | 2016-06-03 | $1,318 | $1,882 | -$564 | -$564 | |
| 8. FEDEX CORP | 2015-10-27 | 2016-06-03 | $1,294 | $1,261 | $33 | $33 | |
| 2. HOME DEPOT INC. | 2015-10-27 | 2016-06-03 | $263 | $249 | $14 | $14 | |
| 13. LENNAR CORP | 2015-10-27 | 2016-06-03 | $586 | $665 | -$79 | -$79 | |
| 5. MASTERCARD INC CLASS A | 2015-10-27 | 2016-06-03 | $479 | $492 | -$13 | -$13 | |
| 6. MCKESSON CORP | 2010-07-21 | 2016-06-03 | $1,127 | $405 | $722 | $722 | |
| 1. MERCK & CO | 2015-10-27 | 2016-06-03 | $56 | $54 | $2 | $2 | |
| 19. MONDELEZ INTERNATIONAL | 2015-10-27 | 2016-06-03 | $854 | $889 | -$35 | -$35 | |
| 4. PPG INDUSTRIES INC | 2015-10-27 | 2016-06-03 | $430 | $413 | $17 | $17 | |
| 28. PALO ALTO NETWORKS | 2015-10-27 | 2016-06-03 | $3,860 | $4,321 | -$461 | -$461 | |
| 14. PRUDENTIAL FINANCIAL INC | 2015-10-27 | 2016-06-03 | $1,057 | $1,133 | -$76 | -$76 | |
| 178. SPLUNK INC | 2015-10-27 | 2016-06-03 | $10,151 | $9,657 | $494 | $494 | |
| 12. TEXAS INSTRUMENTS INC | 2015-10-27 | 2016-06-03 | $724 | $707 | $17 | $17 | |
| 1. UNITED TECHNOLOGIES CORP | 2015-10-27 | 2016-06-03 | $100 | $100 | |||
| 162. EATON CORP PLC | 2015-10-27 | 2016-06-03 | $9,905 | $8,548 | $1,357 | $1,357 | |
| 27. INVESCO LTD | 2015-10-27 | 2016-06-03 | $812 | $902 | -$90 | -$90 | |
| 1. CHUBB LIMITED | 2015-10-27 | 2016-06-03 | $126 | $115 | $11 | $11 | |
| 16. BROADCOM LTD | 2015-10-27 | 2016-06-03 | $2,602 | $1,995 | $607 | $607 | |
| 43. AT&T | 2016-06-03 | 2016-06-23 | $1,786 | $1,683 | $103 | $103 | |
| 13. AETNA INC | 2015-10-27 | 2016-06-23 | $1,571 | $1,412 | $159 | $159 | |
| 2. ALPHABET INC CL A | 2010-07-21 | 2016-06-23 | $1,416 | $485 | $931 | $931 | |
| 13. APPLE INC | 2012-06-18 | 2016-06-23 | $1,243 | $1,090 | $153 | $153 | |
| 15. BOEING CO. | 2012-06-18 | 2016-06-23 | $2,015 | $1,081 | $934 | $934 | |
| 17. CVS HEALTH CORP | 2011-12-16 | 2016-06-23 | $1,598 | $640 | $958 | $958 | |
| 13. CARDINAL HEALTH INC. | 2015-10-27 | 2016-06-23 | $1,013 | $1,061 | -$48 | -$48 | |
| 26. CERNER CORP. | 2015-10-27 | 2016-06-23 | $1,476 | $1,729 | -$253 | -$253 | |
| 12. CHEVRON CORPORATION | 2016-06-03 | 2016-06-23 | $1,247 | $1,204 | $43 | $43 | |
| 13. CHURCH & DWIGHT CO INC | 2016-06-23 | $1,305 | $1,184 | $121 | $121 | ||
| 39. CONTINENTAL RESOURCES | 2015-10-27 | 2016-06-23 | $1,777 | $1,235 | $542 | $542 | |
| 13. COSTCO WHOLESALE CORP | 2015-10-27 | 2016-06-23 | $2,044 | $2,048 | -$4 | -$4 | |
| 13. DANAHER CORP | 2015-10-27 | 2016-06-23 | $1,302 | $1,196 | $106 | $106 | |
| 15. WALT DISNEY COMPANY | 2007-01-11 | 2016-06-23 | $1,485 | $516 | $969 | $969 | |
| 25. DOW CHEMICAL CO | 2011-12-16 | 2016-06-23 | $1,346 | $654 | $692 | $692 | |
| 23. EQT CORP | 2014-05-09 | 2016-06-23 | $1,806 | $2,405 | -$599 | -$599 | |
| 6. FEDEX CORP | 2015-10-27 | 2016-06-23 | $944 | $945 | -$1 | -$1 | |
| 33. GENERAL MILLS INC | 2012-06-18 | 2016-06-23 | $2,194 | $1,279 | $915 | $915 | |
| 9. HOME DEPOT INC. | 2015-10-27 | 2016-06-23 | $1,152 | $1,120 | $32 | $32 | |
| 15. HONEYWELL INTERNATIONAL INC | 2013-07-11 | 2016-06-23 | $1,761 | $1,238 | $523 | $523 | |
| 14. JP MORGAN CHASE | 2016-06-03 | 2016-06-23 | $895 | $893 | $2 | $2 | |
| 19. JOHNSON & JOHNSON | 2016-06-23 | $2,224 | $1,957 | $267 | $267 | ||
| 39. LENNAR CORP | 2015-10-27 | 2016-06-23 | $1,805 | $1,996 | -$191 | -$191 | |
| 24. MACY'S INC | 2015-10-27 | 2016-06-23 | $811 | $1,165 | -$354 | -$354 | |
| 36. MASCO CORP | 2016-06-23 | $1,129 | $1,071 | $58 | $58 | ||
| 15. MASTERCARD INC CLASS A | 2015-10-27 | 2016-06-23 | $1,429 | $1,475 | -$46 | -$46 | |
| 6. MCKESSON CORP | 2010-07-21 | 2016-06-23 | $1,103 | $405 | $698 | $698 | |
| 21. MERCK & CO | 2015-10-27 | 2016-06-23 | $1,206 | $1,126 | $80 | $80 | |
| 22. MICROSOFT CORP | 2015-10-27 | 2016-06-23 | $1,142 | $1,191 | -$49 | -$49 | |
| 28. MONDELEZ INTERNATIONAL | 2015-10-27 | 2016-06-23 | $1,248 | $1,309 | -$61 | -$61 | |
| 24. NATIONAL RETAIL PROPERTIES INC | 2010-07-21 | 2016-06-23 | $1,130 | $551 | $579 | $579 | |
| 15. NEXTERA ENERGY | 2016-06-23 | $1,853 | $1,780 | $73 | $73 | ||
| 34. NIKE INC | 2014-05-09 | 2016-06-23 | $1,852 | $1,251 | $601 | $601 | |
| 5528.576 PIMCO TOTAL RETURN FUND -I #35 | 2015-10-27 | 2016-06-23 | $56,447 | $58,382 | -$1,935 | -$1,935 | |
| 10. PPG INDUSTRIES INC | 2015-10-27 | 2016-06-23 | $1,109 | $1,033 | $76 | $76 | |
| 16. SPLUNK INC | 2015-10-27 | 2016-06-23 | $949 | $868 | $81 | $81 | |
| 36. TEXAS INSTRUMENTS INC | 2015-10-27 | 2016-06-23 | $2,258 | $2,121 | $137 | $137 | |
| 23. US BANCORP | 2015-10-27 | 2016-06-23 | $968 | $973 | -$5 | -$5 | |
| 12. UNITED TECHNOLOGIES CORP | 2015-10-27 | 2016-06-23 | $1,223 | $1,197 | $26 | $26 | |
| 28. VERIZON COMMUNICATIONS | 2016-06-23 | $1,521 | $1,388 | $133 | $133 | ||
| 989.115 WESMARK GOVERNMENT BOND FUND #556 | 2014-09-02 | 2016-06-23 | $10,010 | $9,871 | $139 | $139 | |
| 25. WHITEWAVE FOODS | 2016-06-03 | 2016-06-23 | $1,166 | $1,150 | $16 | $16 | |
| 10. CHUBB LIMITED | 2015-10-27 | 2016-06-23 | $1,277 | $1,146 | $131 | $131 | |
| 13. BROADCOM LTD | 2015-10-27 | 2016-06-23 | $2,040 | $1,621 | $419 | $419 | |
| CAPITAL GAIN DIVIDENDS | $31,565 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $405,212 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $110,208 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,196,583 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050172 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $100,939 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,059,375 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049014 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $93,687 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,864,352 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050252 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $73,524 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,770,799 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04152 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $95,352 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,774,077 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.053747 | DistributionYr5Rt |
| Total Distribution | 0.244705 | TotalDistributionRt |
| Average Distribution | 0.048941 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,053,923 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $100,521 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,306 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $104,827 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $109,675 | 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 | $4,306 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,306 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,306 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $0 | AppliedToEsTaxAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $23 | EsPenaltyAmt |
| Tax Due | $4,329 | 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 |
|---|---|---|---|---|---|---|
| JERRY DAMATO | ||||||
| C/O SACRED HEART PO BOX 1581 | CLARKSBURG | WV | 26301 | PRESIDENT | 1 | $0 |
| JOHN CHAPMAN | ||||||
| C/O SACRED HEART PO BOX 1581 | CLARKSBURG | WV | 26301 | VICE-PRESIDENT | 1 | $0 |
| VANESSA SCHOETZ | ||||||
| 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) |
|---|---|---|
| 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 | $2,061,527 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $23,674 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,085,201 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,085,201 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $31,278 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,053,923 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $102,696 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $102,696 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,306 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,306 | TotalTaxAmt |
| Distributable Before Adj | $98,390 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $1,589 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $99,979 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $99,979 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $109,675 | 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 | $109,675 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,306 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $105,369 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $99,979 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $427 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| 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 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $109,675 | QualifyingDistributionsAmt |
| Applied To Year1 | $427 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $99,979 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $9,269 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $9,269 | 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 | $9,269 | 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 | $9,269 | 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 (77 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 |
|---|---|---|---|---|---|---|---|---|
| UNITED HEALTH FOUNDATION | ||||||||
| UNITED HEALTH CENTER 327 MEDICAL P | BRIDGEPORT | WV | 26330 | NONE | 501(C)(3) | SUMMER CAMP SCHOLARSHIPS | $500 | |
| HARRISON CLARKSBURG HEALTH DEPT | ||||||||
| 330 WEST MAIN STREET | CLARKSBURG | WV | 26301 | NONE | 501(C)(3) | PURCHASE CRIBS & CAR SEATS | $3,000 | |
| ADAMSTON ELEMENTARY | ||||||||
| 1636 WEST PIKE STREET | CLARKSBURG | WV | 26301 | NONE | 501(C)(3) | CLOTHING ALLOWANCE | $1,195 | |
| BIG ELM ELEMENTARY | ||||||||
| 200 TETRICK ROAD | SHINNSTON | WV | 26003 | NONE | 501(C)(3) | CLOTHING ALLOWANCE | $1,965 | |
| JOHNSON ELEMENTARY | ||||||||
| 531 JOHNSON AVENUE | BRIDGEPORT | WV | 26330 | NONE | 501(C)(3) | CLOTHING ALLOWANCE | $660 | |
| LOST CREEK ELEMENTARY | ||||||||
| PO BOX 128 | LOST CREEK | WV | 26385 | NONE | 501(C)(3) | CLOTHING ALLOWANCE | $500 | |
| LUMBERPORT ELEMENTARY | ||||||||
| PO BOX 417 | LUMBERPORT | WV | 26386 | NONE | 501(C)(3) | CLOTHING ALLOWANCE | $1,120 | |
| NUTTER FORT ELEMENTARY | ||||||||
| 1302 BUCKHANNON PIKE | NUTTER FORT | WV | 26301 | NONE | 501(C)(3) | CLOTHING ALLOWANCE | $2,070 | |
| NUTTER FORT INTERMEDIATE | ||||||||
| 1302 BUCKHANNON PIKE | NUTTER FORT | WV | 26301 | NONE | 501(C)(3) | CLOTHING ALLOWANCE | $1,515 | |
| NORTH VIEW ELEMENTARY | ||||||||
| 1400 NORTH 19TH STREET | CLARKSBURG | WV | 26301 | NONE | 501(C)(3) | CLOTHING ALLOWANCE | $1,490 | |
| NORWOOD ELEMENTARY | ||||||||
| KIDD AVENUE | STONEWOOD | WV | 26301 | NONE | 501(C)(3) | CLOTHING ALLOWANCE | $615 | |
| SALEM ELEMENTARY | ||||||||
| RR 1 BOX 10A | SALEM | WV | 26426 | NONE | 501(C)(3) | CLOTHING ALLOWANCE | $800 | |
| WEST MILFORD ELEMENTARY | ||||||||
| 226 SCHOOL STREET | WEST MILFORD | WV | 26451 | NONE | 501(C)(3) | CLOTHING ALLOWANCE | $1,035 | |
| WILSONBURG ELEMENTARY | ||||||||
| RR4 BOX 1 | CLARKSBURG | WV | 26301 | NONE | 501(C)(3) | CLOTHING ALLOWANCE | $790 | |
| HERITAGE CHRISTIAN | ||||||||
| 225 NEWTON AVENUE | BRIDGEPORT | WV | 26330 | NONE | 501(C)(3) | CLOTHING ALLOWANCE | $500 | |
| 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 | $535 | |
| LUMBERPORT MIDDLE SCHOOL | ||||||||
| ROUTE 1 BOX 2 | LUMBERPORT | WV | 26386 | NONE | 501(C)(3) | CLOTHING ALLOWANCE | $1,270 | |
| MOUNTAINEER MIDDLE SCHOOL | ||||||||
| 2 MOUNTAINEER DRIVE | CLARKSBURG | WV | 26301 | NONE | 501(C)(3) | CLOTHING ALLOWANCE | $1,465 | |
| SOUTH HARRISON MIDDLE SCHOOL | ||||||||
| RT 1 BOX 58-B | LOST CREEK | WV | 26385 | NONE | 501(C)(3) | CLOTHING ALLOWANCE | $575 | |
| LIBERTY HIGH SCHOOL | ||||||||
| ONE MOUNTAINEER DRIVE | CLARKSBURG | WV | 26301 | NONE | 501(C)(3) | CLOTHING ALLOWANCE | $1,450 | |
| LINCOLN HIGH SCHOOL | ||||||||
| ROUTE 1 BOX 300 | SHINNSTON | WV | 26431 | NONE | 501(C)(3) | CLOTHING ALLOWANCE | $1,305 | |
| ROBERT C BYRD HIGH SCHOOL | ||||||||
| ONE EAGLE WAY | CLARKSBURG | WV | 26301 | NONE | 501(C)(3) | CLOTHING ALLOWANCE | $1,760 | |
| UNITED TECHNICAL CENTER | ||||||||
| ROUTE 3 BOX 43-C | CLARKSBURG | WV | 26301 | NONE | 501(C)(3) | TUITION FOR 3 STUDENTS TO | $450 | |
| ALTERNATIVE LEARNING CENTER | ||||||||
| RT 3 BOX 43 B | CLARKSBURG | WV | 26301 | NONE | 501(C)(3) | CLOTHING ALLOWANCE | $500 | |
| CLARKSBURG HARRISON PUBLIC LIBRARY | ||||||||
| 404 WEST PIKE STREET | CLARKSBURG | WV | 26301 | NONE | 501(C)(3) | CHILDREN'S SUMMER READING | $500 | |
| ALTERED PRODUCTIONS INSTITUTE | ||||||||
| 201 WEST PIKE STREET | CLARKSBURG | WV | 26301 | NONE | 501(C)(3) | INSTRUCTION/WORKSHOPS AT | $500 | |
| GENESIS YOUTH CRISIS CENTER | ||||||||
| PO BOX 1581 | CLARKSBURG | WV | 26302 | NONE | 501(C)(3) | PURCHSE YOUTH'S BASIC NEEDS | $3,000 | |
| ROBERT C BYRD HIGH SCHOOL | ||||||||
| ONE EAGLE WAY | CLARKSBURG | WV | 26301 | NONE | 501(C)(3) | SPIRIT PACKS - 2 BASKETBALL | $500 | |
| NOTRE DAME HIGH SCHOOL | ||||||||
| 127 EAST PIKE STREET | CLARKSBURG | WV | 26301 | NONE | 501(C)(3) | IMPROVEMENTS TO GYM & | $10,000 | |
| WEST MILFORD ELEMENTARY | ||||||||
| 226 SCHOOL STREET | WEST MILFORD | WV | 26451 | NONE | 501(C)(3) | PARENT INVOLVEMENT PROJECT | $880 | |
| SIMPSON ELEMENTARY | ||||||||
| 250 WORTHINGTON DRIVE | BRIDGEPORT | WV | 26330 | NONE | 501(C)(3) | CLOTHING ALLOWANCE | $505 | |
| HARRISON COUNTY CHILD ADVOCACY CENT | ||||||||
| 427 W PIKE STREET STE 6 | CLARKSBURG | WV | 263012774 | NONE | 501(C)(3) | ITEMS WITH EMERGENCY | $635 | |
| NUTTER FORT INTERMEDIATE | ||||||||
| 1302 BUCKHANNON PIKE | NUTTER FORT | WV | 26301 | NONE | 501(C)(3) | PURCHASE DRUMS FOR MUSIC | $1,800 | |
| CLARKSBURG MISSION | ||||||||
| 312 NORTH 4TH STREET | CLARKSBURG | WV | 26301 | NONE | 501(C)(3) | PURCHASE ITEMS FOR | $2,500 | |
| SOUTHERN AREA LIBRARY | ||||||||
| PO BOX 282 | LOST CREEK | WV | 26385 | NONE | 501(C)(3) | RENOVATIONS TO CHILDREN'S | $1,000 | ATTN DIANE WEST - DIRECTOR/MANAGER |
| CLARKSBURG-HARRISON COUNTY | ||||||||
| 433 BALTIMORE AVENUE | CLARKSBURG | WV | 26301 | NONE | 501(C)(3) | BACK TO SCHOOL PARTY/AFTER | $2,000 | REGIONAL HOUSING AUTHORITY |
| MUSTARD SEED | ||||||||
| 126 E PIKE STREET | CLARKSBURG | WV | 263012155 | NONE | 501(C)(3) | CLOTHING ALLOWANCE FOR | $3,000 | |
| LOWE PUBLIC LIBRARY | ||||||||
| 40 BRIDGE STREET | SHINNSTON | WV | 26431 | NONE | 501(C)(3) | SUMMER READING PROGRAM | $500 | |
| HARRISON COUNTY BOARD OF EDUCATION | ||||||||
| PO BOX 1370 | CLARKSBURG | WV | 26302 | NONE | 501(C)(3) | FUNDS FOR TWO SCHOLARSHIPS | $1,000 | |
| WV BLACK HERITAGE FESTIVAL | ||||||||
| PO BOX 1614 | CLARKSBURG | WV | 26302 | NONE | 501(C)(3) | CHILDREN'S ENTERTAINMENT | $5,350 | |
| NUTTER FORT PUBLIC LIBRARY | ||||||||
| 1300 BUCKHANNON PIKE | NUTTER FORT | WV | 26301 | NONE | 501(C)(3) | SUMMER READING PROGRAM | $500 | |
| YOUNG LIFE HARRISON COUNTY | ||||||||
| PO BOX 975 | BRIDGEPORT | WV | 26330 | NONE | 501(C)(3) | INTERDENOMINATIONAL | $600 | |
| GORILLA YOUTH INC | ||||||||
| 2C CHERRY TREE DRIVE | NUTTER FORT | WV | 26301 | NONE | 501(C)(3) | PURCHASE COMPUTER AND GYM | $1,500 | |
| SOUTHERN AREA LIBRARY | ||||||||
| PO BOX 282 | LOST CREEK | WV | 26385 | NONE | 501(C)(3) | SUMMER READING PROGRAM | $500 | ATTN DIANE WEST-DIRECTOR/MANAGER |
| BOY SCOUTS OF AMERICA | ||||||||
| 1340 JULIANA STREET | PARKERSBURG | WV | 26101 | NONE | 501(C)(3) | SPONSOR ONE WEEK AT DAY | $500 | |
| LIGHTHOUSE OF HOPE MINISTRIES | ||||||||
| PO BOX 4213 | CLARKSBURG | WV | 26302 | NONE | 501(C)(3) | PERSONAL CARE / WINTER | $500 | |
| JOHNSTOWN CEOS CLUB | ||||||||
| 409 CHAPMAN LANE | LOST CREEK | WV | 26385 | NONE | 501(C)(3) | CHILDREN'S GAMES/RIDES/ | $4,500 | |
| BRIDGEPORT POLICE DEPARTMENT | ||||||||
| 515 WEST MAIN STREET | BRIDGEPORT | WV | 26330 | NONE | 501(C)(3) | NATIONAL NIGHT OUT PROGRAM | $3,500 | |
| HARRISON COUNTY 4-H | ||||||||
| 1117 GOOD HOPE PIKE | CLARKSBURG | WV | 26301 | NONE | 501(C)(3) | ARCHERY PROGRAM | $1,000 | |
| MISSOULA CHILDREN'S THEATRE | ||||||||
| 806 BIRCH STREET | BRIDGEPORT | WV | 26330 | NONE | 501(C)(3) | STUDENT'S FEE TO | $600 | |
| SOUTH HARRISON HIGH SCHOOL | ||||||||
| ROUTE 1 BOX 58 | LOST CREEK | WV | 26385 | NONE | 501(C)(3) | FAMILY CONSUMER SCIENCES | $1,500 | |
| LEARNING OPTIONS INC | ||||||||
| 305 SONGBIRD LANE | FAIRMONT | WV | 26554 | NONE | 501(C)(3) | DEFRAY TUITION COSTS TO | $2,000 | |
| GFWC BRIDGEPORT JUNIOR WOMAN'S CLUB | ||||||||
| 44 CEDAR LANE | BRIDGEPORT | WV | 26330 | NONE | 501(C)(3) | ANTI-BULLYING INFORMATION | $500 | |
| OUR LADY OF PERPETUAL HELP CATHOLIC | ||||||||
| 8092 3RD STREET | STONEWOOD | WV | 263017702 | NONE | 501(C)(3) | BOOKS & MATERIALS | $2,000 | CHURCH |
| EMMANUEL CHRISTIAN | ||||||||
| 1318 N 16TH STREET | CLARKSBURG | WV | 26301 | NONE | 501(C)(3) | CLOTHING ALLOWANCE | $500 | |
| BRIDGEPORT HIGH SCHOOL | ||||||||
| 515 JOHNSON AVENUE | BRIDGEPORT | WV | 26330 | NONE | 501(C)(3) | CLOTING ALLOWANCE | $605 | |
| BRIDGEPORT HIGH SCHOOL BAND PATRONS | ||||||||
| 515 JOHNSON AVENUE | BRIDGEPORT | WV | 26330 | NONE | 501(C)(3) | BAND TRIP TO FLORIDA | $500 | |
| BRIDGEPORT HIGH SCHOOL | ||||||||
| 515 JOHNSON AVENUE | BRIDGEPORT | WV | 26330 | NONE | 501(C)(3) | STATE THESPIAN FESTIVAL | $300 | |
| BRIDGEPORT HIGH SCHOOL | ||||||||
| 515 JOHNSON AVENUE | BRIDGEPORT | WV | 26330 | NONE | 501(C)(3) | STUDENT COSTS FOR TRIP TO | $2,000 | |
| SIMPSON ELEMENTARY SCHOOL | ||||||||
| 200 WORTHINGTON DRIVE | BRIDGEPORT | WV | 26330 | NONE | 501(C)(3) | PURCHASE UKULELES FOR | $500 | |
| LIBERTY HIGH SCHOOL BAND BOOSTERS | ||||||||
| ONE MOUNTAINEER DRIVE | CLARKSBURG | WV | 26301 | NONE | 501(C)(3) | BAND TRIPS | $1,000 | |
| BRIDGEPORT PRESBYTERIAN CHURCH | ||||||||
| 1 JOHN CALVIN DRIVE | BRIDGEPORT | WV | 26330 | NONE | 501(C)(3) | CHILDREN'S HEALTH PANTRY | $1,000 | |
| STARS & STRIDES THERAPEUTIC EQUINE CENTE | ||||||||
| 500 LIMESTONE ROAD | CLARKSBURG | WV | 26301 | NONE | 501(C)(3) | THERAPEUTIC RIDING/LEARNING | $1,298 | |
| HARRISON COUNTY SHERIFF'S DEPARTMENT | ||||||||
| 420 BUCKHANNON PIKE | NUTTER FORT | WV | 263014343 | NONE | 501(C)(3) | SHOP WITH A DEPUTY | $500 | |
| CLARKSBURG FIRE DEPARTMENT | ||||||||
| 465 WEST MAIN STREET | CLARKSBURG | WV | 263012843 | NONE | 501(C)(3) | OPERATION NOT ONE MORE | $2,267 | |
| FIRST PRESBYTERIAN CHURCH | ||||||||
| 175 WEST MAIN STREET | CLARKSBURG | WV | 263022913 | NONE | 501(C)(3) | PURCHASE OF STAIR LIFT | $2,000 | |
| ST ANN CATHOLIC PARISH | ||||||||
| 610 PIKE STREET | SHINNSTON | WV | 26431 | NONE | 501(C)(3) | MUSIC PROGRAM, BOOKS, AND | $2,000 | |
| YMCA HARRISON COUNTY | ||||||||
| PO BOX 688 | CLARKSBURG | WV | 263020688 | NONE | 501(C)(3) | SUMMER ARCHERY CAMP | $2,330 | |
| POP CLUB FOR KIDS | ||||||||
| PO BOX 24 | BRIDGEPORT | WV | 263300024 | NONE | 501(C)(3) | VOUCHERS TO SPEND AT MARKET | $1,000 | |
| CAJESCOPES | ||||||||
| 408 E B SAUNDERS WAY | CLARKSBURG | WV | 26301 | NONE | 501(C)(3) | WORK CLOTHING FOR JOB | $978 | HARRISON COUNTY BOARD OF EDUCATION |
| WASHINGTON IRVING MIDDLE SCHOOL | ||||||||
| 442 LEE AVENUE | CLARKSBURG | WV | 26301 | NONE | 501(C)(3) | COSTUMES/SHOES & TRAVEL | $3,200 | |
| WASHINGTON IRVING MIDDLE SCHOOL | ||||||||
| 442 LEE AVENUE | CLARKSBURG | WV | 26301 | NONE | 501(C)(3) | TO PROVIDE SHELTER AT HITE | $1,400 | |
| LINCOLN HIGH SCHOOL | ||||||||
| ROUTE 1 BOX 300 | SHINNSTON | WV | 26431 | NONE | 501(C)(3) | COSTUME RENTAL - LITTLE | $500 | |
| SOUTH HARRISON HIGH SCHOOL | ||||||||
| ROUTE 1 BOX 58 | LOST CREEK | WV | 26385 | NONE | 501(C)(3) | CLOTHING ALLOWANCE | $890 | |
| WASHINGTON IRVING MIDDLE SCHOOL | ||||||||
| 442 LEE AVENUE | CLARKSBURG | WV | 26301 | NONE | 501(C)(3) | CLOTHING ALLOWANCE | $1,685 | |
| ROBERT C BYRD HIGH SCHOOL | ||||||||
| ONE EAGLE WAY | CLARKSBURG | WV | 26301 | NONE | 501(C)(3) | COSTUMES FOR ALL STATE SHOW | $2,287 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $109,675 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $35,010 | 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 | $405,212 | 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 | $440,222 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $440,222 | 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 | $550 | Amt |
| Net Investment Income | $550 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (67 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GENERAL ELECTRIC CO COMMON | ||
| WALT DISNEY COMPANY | $5,289 | $11,836 |
| HALLIBURTON CO | ||
| FRANKLIN RESOURCES | ||
| CHICAGO BRIDGE & IRON COMPANY | ||
| ORACLE CORP | ||
| AIR PRODUCTS & CHEMICALS | ||
| BRISTOL-MYERS SQUIBB COMPANY | ||
| EXXON MOBIL CORP | ||
| EI DUPONT DENEMOURS & CO | ||
| GOOGLE INC | ||
| JP MORGAN CHASE | $10,951 | $11,807 |
| MCKESSON CORP | $5,572 | $12,319 |
| NATIONAL RETAIL PROPERTIES INC | $4,083 | $8,223 |
| PACCAR INC | ||
| ROYAL DUTCH SHELL PLC | ||
| CVS HEALTH CORP | $10,764 | $16,755 |
| DOW CHEMICAL CO | $4,499 | $8,351 |
| APPLE COMPUTER INC | $10,682 | $11,950 |
| BOEING CO | $7,535 | $11,818 |
| GENERAL MILLS INC | $7,051 | $12,838 |
| UNION PACIFIC | ||
| EQT CORP | $10,452 | $8,827 |
| GILEAD SCIENCES INC | ||
| GOOGLE INC CLASS C SHARES | ||
| HONEYWELL INTERNATIONAL INC | $8,953 | $11,865 |
| NIKE INC CLASS B | $13,287 | $15,125 |
| AT&T | $7,971 | $9,377 |
| AETNA INC | $10,681 | $12,091 |
| ALPHABET INC CL A | $7,502 | $14,774 |
| AMGEN INC | $13,414 | $12,781 |
| CARDINAL HEALTH INC | $12,626 | $12,092 |
| CELGENE CORP | $15,126 | $12,230 |
| CERNER CORP | $13,735 | $12,658 |
| CHEVRON CORPORATION | $7,915 | $9,225 |
| WHITEWAVE FOODS | $8,971 | $9,153 |
| ALLERGAN PLC | $14,349 | $12,479 |
| INVESCO LTD | $17,935 | $13,919 |
| CHUBB LIMITED | $10,888 | $12,417 |
| BROADCOM LTD | $13,142 | $16,472 |
| CHURCH & DWIGHT CO INC | $7,894 | $9,157 |
| CONTINENTAL RESOURCES | $4,362 | $9,054 |
| COSTCO WHOLESALE CORP | $11,903 | $11,935 |
| DANAHER CORP | $9,747 | $10,706 |
| DELTA AIR LINES | $8,261 | $7,213 |
| FEDEX CORP | $11,642 | $11,535 |
| HOME DEPOT INC | $13,021 | $13,407 |
| JOHNSON & JOHNSON | $12,903 | $15,526 |
| LENNAR CORP | $13,967 | $13,461 |
| MACY'S INC | $13,867 | $10,722 |
| MARATHON PETROLEUM CORP | $10,606 | $8,693 |
| MASCO CORP | $10,785 | $11,850 |
| MASTERCARD INC CLASS A | $15,637 | $14,002 |
| MERCK & CO | $8,416 | $9,045 |
| MICROSOFT CORP | $12,451 | $11,974 |
| MONDELEZ INTERNATIONAL | $12,192 | $12,288 |
| NEXTERA ENERGY | $10,982 | $12,649 |
| PNC FINANCIAL SERVICES GROUP | $13,397 | $12,127 |
| PPG INDUSTRIES INC | $8,330 | $8,644 |
| PALO ALTO NETWORKS | $12,110 | $10,302 |
| PRUDENTIAL FINANCIAL INC | $13,351 | $12,199 |
| SPLUNK INC | $4,206 | $6,935 |
| TEXAS INSTRUMENTS INC | $14,196 | $15,099 |
| US BANCORP | $12,220 | $11,655 |
| UNITED TECHNOLOGIES CORP | $8,684 | $9,024 |
| VERIZON COMMUNICATIONS | $6,365 | $7,706 |
| WELLS FARGO & CO | $17,578 | $15,572 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (15 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| WESMARK GOVERNMENT BOND FUND # | AT COST | $353,384 | $366,563 |
| WESMARK SMALL COMPANY GROWTH | AT COST | $129,425 | $172,426 |
| VANGUARD LT INV GRADE FD ADM | |||
| WESMARK GROWTH FUND #549 | AT COST | $216,590 | $331,446 |
| INVESCO INT'L GROWTH FD - I | AT COST | $32,527 | $31,449 |
| ARTISAN MID CAP FUND I #962 | AT COST | $53,807 | $46,360 |
| FEDERATED TOTAL RETURN BD FD # | AT COST | $78,059 | $79,197 |
| FEDERATED INT'L LEADERS FUND | AT COST | $53,556 | $44,941 |
| FIDELITY FLOATING RATE HIGH IN | AT COST | $29,191 | $28,974 |
| FIDELITY STRATEGIC INCOME FUND | AT COST | $113,117 | $114,428 |
| METROPOLITAN WEST TOTAL RETURN | AT COST | $71,315 | $72,018 |
| OPPENHEIMER DEVELOPING MKTS FD | AT COST | $38,016 | $37,443 |
| PRIMECAP ODYSSEY AGGRESSIVE GR | AT COST | $47,435 | $44,742 |
| TEMPLETON EMERGING MKTS SM/CAP | AT COST | $15,976 | $15,858 |
| VANGUARD S/T INVEST GR - ADM # | AT COST | $56,919 | $57,337 |
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 | $1,219 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,219 | 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 | $1,589 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MGMT FEES-NOT SUBJE | CategoryTxt |
| Amt | $7,607 | Amt |
| Net Investment Income | $7,607 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $93 | $93 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $876 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $171 | $171 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $9 | $9 | $0 |
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