2015-05-14T12:57:24-05:00 2014-12-31 541149263 YOUNT HYDE & BARBOUR PC PO BOX 2560 WINCHESTER VA 226041760 990 2014-01-01 550742377 EASTERN WEST VIRGINIA COMMUNITY FOUNDATION EAST 3042640353 229 EAST MARTIN STREET NO 4 MARTINSBURG WV 25401 MICHAEL WHALTON EXECUTIVE DIRECTOR 3042640353 2015-05-13 1 OLIVIA A HUTTON CPA P00964688 5406623417 2014 2016-03-07 17:11:31Z SEE SCHEDULE O MICHAEL WHALTON 229 E MARTIN STREET SUITE 4 MARTINSBURG WV 25401 7389013 0 X WWW.EWVCF.ORG X 1995 WV TO OPERATE A COMMUNITY FOUNDATION SERVING THE NEEDS OF DONORS AND NONPROFIT ORGANIZATIONS. 19 19 4 17 0 0 622053 341099 1472 477 947966 1240526 13552 7385 1585043 1589487 508925 539920 0 0 152387 152808 0 0 650 118491 105729 779803 798457 805240 791030 17969329 18411772 1616716 1664514 16352613 16747258 TO OPERATE A COMMUNITY FOUNDATION IN EASTERN WEST VIRGINIA, BY GATHERING GIFTS FROM DONORS, GROWING THOSE CONTRIBUTIONS THROUGH PRUDENT INVESTMENTS, AND AWARDING ANNUAL GRANTS TO NONPROFIT ORGANIZATIONS FROM THE INVESTMENT GAINS. 0 0 714992 539920 3219 THE EASTERN WEST VIRGINIA COMMUNITY FOUNDATION ACCEPTS CONTRIBUTIONS FROM INDIVIDUALS, BUSINESSES, NONPROFIT ORGANIZATIONS AND OTHERS; INVESTING THOSE GIFTS FOR LONG-TERM GROWTH, THEN AWARDING ANNUAL SCHOLARSHIPS TO STUDENTS, AND GRANTS TO NONPROFIT ORGANIZATIONS, CHURCHES, AND GOVERNMENT AGENCIES FOR THE BENEFIT PRIMARILY OF THE PEOPLE IN THE EASTERN REGION OF WEST VIRGINIA. 714992 1 1 0 0 0 1 0 0 0 0 1 1 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 4 1 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 WV X X X MICHAEL WHALTON 3042640353 229 EAST MARTIN STREET SUITE 4 MARTINSBURG WV 25401 SCOTT ROACH PRESIDENT 8.00 X X 0 0 0 DARLENE TRUMAN VICE PRESIDENT 5.00 X X 0 0 0 LISA WELCH TREASURER 5.00 X X 0 0 0 TIA MCMILLAN ASSISTANT TREASURER 5.00 X X 0 0 0 CHARLES HENSELL III DIRECTOR 1.00 X 0 0 0 JEFF BOEHM DIRECTOR 1.00 X 0 0 0 ALAN BRILL DIRECTOR 1.00 X 0 0 0 DIANE DAILEY SECRETARY 1.00 X X 0 0 0 JAN WILKINS DIRECTOR 1.00 X 0 0 0 RICHARD HAMBLIN DIRECTOR 1.00 X 0 0 0 CONRAD HAMMANN DIRECTOR 1.00 X 0 0 0 TIFFANY HINE DIRECTOR 1.00 X 0 0 0 TERRY WALKER DIRECTOR 1.00 X 0 0 0 JAMES KEEL DIRECTOR 1.00 X 0 0 0 TAYLOR PERRY DIRECTOR 1.00 X 0 0 0 RUTH PRITCHARD DIRECTOR 1.00 X 0 0 0 DIANE MELBY DIRECTOR 1.00 X 0 0 0 NEIL MCLAUGHLIN DIRECTOR 1.00 X 0 0 0 RB SEEM DIRECTOR 1.00 X 0 0 0 MICHAEL WHALTON EXECUTIVE DIRECTOR 40.00 X 60360 0 0 60360 0 0 0 0 0 0 0 341099 40441 341099 NET WORKSHOP REGISTRATION FEES 541900 477 477 477 596998 596998 6434807 240 5791519 0 643288 240 643528 643528 12650 8007 4643 4643 NIP FEES 541900 2742 2742 2742 1589487 3219 0 1245169 453160 453160 86760 86760 60360 57463 2764 133 78329 74570 3586 173 3509 3509 10610 10002 550 58 12900 12900 57490 57490 44 44 9044 9023 21 182 182 7771 7771 1990 1805 148 37 6523 6523 837 753 67 17 5258 5258 NIP FEES 2535 2282 50 203 REGISTRATIONS 928 928 MISCELLANEOUS 131 131 FUND EXPENSES 96 86 2 8 798457 714992 82815 650 146146 165840 370383 503003 2500 0 1746 2374 53898 50641 1716 3257 7464815 6054212 9021096 10748934 960927 934152 17969329 18411772 6859 5498 167394 120317 1442463 1538699 1616716 1664514 X 15407017 15837128 945596 910130 16352613 16747258 17969329 18411772 X 791030 -360919 -35466 X X 0 1 X 1 0 X 663578 751893 477846 622053 341099 2856469 663578 751893 477846 622053 341099 2856469 266226 2590243 184349 356262 462852 419574 596998 2020035 13188 7824 4206 10077 3219 38514 4915018 0.52700 0.51390 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 40 66765 210671 6938543 1 1 47173 43916 3257 6725 6725 0 3257 FIXED INCOME SECURITIES 3397952 F MUTUAL FUNDS 6998433 F ALTERNATIVE INVESTMENTS 352549 F 10748934 BENEFICIAL INTEREST IN SPLIT-INTEREST AGREEMENTS 64335 BENEFICIAL INTEREST IN RESIDUAL TRUST 845795 LIFE INSURANCE POLICY 24022 934152 AGENCY ENDOWMENT FUNDS 1538699 1538699 1219509 -360919 18400 -27459 -369978 1589487 0 1589487 824864 18400 8007 26407 798457 0 798457 PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT DIRECT EXPENSE 8,007. SPLIT INTEREST ACTUARIAL ADJUSTMENT -35,466. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT DIRECT EXPENSE 8,007. PART XII, LINE 2D AND PART XIII, LINE 2D FUNDRAISING EXPENSE NETTED WITH REVENUE OF 990 PART XII, LINE 4B SPLIT INTEREST ACTUARIAL ADJUSTMENT $(35,466) 1 ANIMAL WELFARE SOCIETY OF JEFFERSON COUNTY PO BOX 147 CHARLES TOWN WV 25414 556023497 501(C)(3) 14350 FMV ANIMAL WELFARE BE-HIVE A FAMILY INSPIRATION PLACE INC 205 N QUEEN ST MARTINSBURG WV 25401 463786623 501(C)(3) 11603 FMV HUMAN WELFARE BERKELEY COUNTY BACKPACK PROGRAM INC PO BOX 2153 HEDGESVILLE WV 25427 452868895 501(C)(3) 5000 FMV HUMAN WELFARE BERKELEY COUNTY COUNCIL 400 W STEPHEN ST 201 MARTINSBURG WV 25401 556000296 501(C)(3) 19989 FMV HUMAN WELFARE BLUE RIDGE COMMUNITY & TECHNICAL COLLEGE 13650 APPLE HARVEST DR MARTINSBURG WV 25403 274751626 501(C)(3) 5250 FMV HUMAN WELFARE BOYS & GIRLS CLUB OF EASTERN PANHANDLE 105 WEST JOHN STREET MARTINSBURG WV 25401 202257657 501(C)(3) 15000 FMV HUMAN WELFARE CAMP FRAME 4-H 5885 MIDDLEWAY PIKE KEARNEYSVILLE WV 25430 550393631 501(C)(3) 20000 FMV HUMAN WELFARE CASA OF THE EASTERN PANHANDLE INC 336 SOUTH QUEEN STREET MARTINSBURG WV 25401 320063080 501(C)(3) 5250 FMV HUMAN WELFARE COMMUNITY NETWORKS INC 216 EAST JOHN STREET MARTINSBURG WV 25401 550662121 501(C)(3) 6000 FMV HUMAN WELFARE EAST HARDY HIGH SCHOOL 259 COUGAR DR BAKER WV 26801 556000327 10500 FMV HUMAN WELFARE EAST HARDY MIDDLE SCHOOL 238 COUGAR DR BAKER WV 26801 556000327 10500 FMV HUMAN WELFARE FOR THE KIDS BY GEORGE CHILDREN'S MUSEUM 229 E MARTIN ST MARTINSBURG WV 25401 462642391 501(C)(3) 18000 FMY HUMAN WELFARE HISTORIC SHEPHERDSTOWN COMMISSION 129 E GERMAN ST SHEPHERDSTOWN WV 25443 310933262 501(C)(3) 6500 FMV HUMAN WELFARE HOSPICE OF THE PANHANDLE 122 WAVERLY COURT MARTINSBURG WV 25403 311011765 501(C)(3) 40244 FMV HUMAN WELFARE JEFFERSON COUNTY 4-H FOUNDATION 1948 WILTSHIRE ROAD KEARNEYSVILLE WV 25430 550600438 501(C)(3) 7000 FMV HUMAN WELFARE JEFFERSON COUNTY MEMORIAL PARK FORREST AVE CHARLES TOWN WV 25414 550364832 501(C)(3) 12500 FMV HUMAN WELFARE MARTINSBURG - BERKELEY COUNTY RECREATION BOARD 283 WOODBURY AVE MARTINSBURG WV 25404 550522178 501(C)(3) 50500 FMV HUMAN WELFARE MARTINSBURG SOUTH MIDDLE SCHOOL 150 BULLDOG BLVD MARTINSBURG WV 25401 556000297 10500 FMV HUMAN WELFARE MARTINSBURG-BERKELEY COUNTY PUBLIC LIBRARIES 101 WEST KING STREET MARTINSBURG WV 25401 550364258 501(C)(3) 8450 FMV HUMAN WELFARE NORBORNE PRESCHOOL AND DAY CARE CENTER 200 W KING ST MARTINSBURG WV 25401 550517739 501(C)(3) 5000 FMV HUMAN WELFARE SHEPHERDSTOWN PUBLIC LIBRARY PO BOX 278 SHEPHERDSTOWN WV 25443 550629409 501(C)(3) 6100 FMV HUMAN WELFARE PANHANDLE HOME HEALTH CARE 208 OLD MILL RD MARTINSBURG WV 25401 550559408 501(C)(3) 34359 FMV HUMAN WELFARE SALVATION ARMY 505 VIRGINIA AVE MARTINSBURG WV 25401 580660607 501(C)(3) 9070 FMV HUMAN WELFARE SHEPHERD UNIVERSITY 301 N KING ST SHEPHERDSTOWN WV 25443 550632442 501(C)(3) 8000 FMV HUMAN WELFARE TRINITY UNITED METHODIST CHURCH 220 W MARTIN ST MARTINSBURG WV 25401 550384715 501(C)(3) 5800 FMV HUMAN WELFARE YOUNGLIVES OF THE EASTERN PANHANDLE PO BOX 2307 MARTINSBURG WV 25402 840385934 501(C)(3) 5500 FMV HUMAN WELFARE 27 SCHOLARSHIPS FOR STUDENTS GRADUATING FROM A HIGH SCHOOL IN JEFFERSON, BERKELEY, MORGAN, HAMPSHIRE OR HARDY COUNTIES, WEST VIRGINIA. 67 86760 FMV PART I, LINE 2: THE ORGANIZATION USES DUE DILIGENCE PROCEDURES IN GRANT MAKING PROCEDURES AND SCHOLARSHIP MAKING PROCEDURES. X 2 40441 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 WAS REVIEWED BY THE BOARD IN DETAIL BEFORE IT WAS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REQUIRES DISCLOSURE OF CONFLICTS, VOTES ON THE WHETHER TO ALLOW THE TRANSACTION, AND REGULARLY REVIEWS CONFLICTS OF INTERESTS. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE EXECUTIVE DIRECTOR IS DETERMINED AND APPROVED BY THE BOARD. THE BOARD USES A NATIONAL PEER REVIEW AND DATA TO SUBSTANTIATE EXECUTIVE DIRECTOR'S SALARY. FORM 990, PART VI, SECTION C, LINE 19 THE DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: ANNUITY ACTUARIAL ADJUSTMENT -35,466. FORM 990, PART XII, LINE 2C NO CHANGE FROM PRIOR YEAR.