2014-05-15T10:58:44-05:00 2013-12-31 541149263 YOUNT HYDE & BARBOUR PC PO BOX 2560 WINCHESTER VA 226041760 990 2013-01-01 550742377 EASTERN WEST VIRGINIA COMMUNITY FOUNDATION EAST 3042640353 229 EAST MARTIN STREET NO 4 MARTINSBURG WV 25401 MICHAEL WHALTON EXECUTIVE DIRECTOR 3042640353 2014-05-14 1 OLIVIA A HUTTON CPA P00964688 5406623417 2013 2015-11-30 17:44:51Z SEE SCHEDULE O MICHAEL WHALTON 229 E MARTIN STREET SUITE 4 MARTINSBURG WV 25401 7346353 0 X WWW.EWVCF.ORG X 1995 WV TO OPERATE A COMMUNITY FOUNDATION SERVING THE NEEDS OF DONORS AND NONPROFIT ORGANIZATIONS. 19 19 3 50 0 0 477846 622053 0 1472 691069 947966 12357 13552 1181272 1585043 897359 508925 0 0 157923 152387 0 0 1363 143333 118491 1198615 779803 -17343 805240 16684886 17969329 2284632 1616716 14400254 16352613 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 689863 508925 10077 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. 689863 1 1 0 0 0 1 0 0 0 0 1 1 0 1 1 0 1 0 0 0 0 0 0 0 1 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 1 3 1 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 X 19 19 1 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 SECRETARY 5.00 X X 0 0 0 TIA MCMILLAN TREASURER 5.00 X X 0 0 0 STEW BORGER PAST PRESIDENT 1.00 X 0 0 0 JEFF BOEHM DIRECTOR 1.00 X 0 0 0 BETSY COFFEY DIRECTOR 1.00 X 0 0 0 DIANE DAILEY DIRECTOR 1.00 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 DOUG ROACH DIRECTOR 1.00 X 0 0 0 BETTY RUSSELL 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 622053 30057 622053 NET WORKSHOP REGISTRATION FEES 541900 1472 1472 1472 419710 419710 6264241 200 5736185 0 528056 200 528256 528256 30072 25125 4947 4947 MISCELLANEOUS 541900 4753 4753 NIP FEES 541900 3852 3852 8605 1585043 10077 0 952913 441875 441875 67050 67050 60361 56898 3130 333 77246 72824 3998 424 4128 4128 10652 10041 552 59 12650 12650 62255 62255 1927 1927 12734 12706 28 8359 8359 1759 1583 141 35 4850 4850 926 834 74 18 5660 5660 NIP FEES 5742 5168 115 459 REGISTRATIONS 1397 1397 MISCELLANEOUS 145 145 FUND EXPENSES 87 78 2 7 779803 689863 88577 1363 255733 146146 461419 370383 5000 2500 2068 1746 52469 50753 1373 1716 7281660 7464815 7795142 9021096 882491 960927 16684886 17969329 4562 6859 1054862 167394 1225208 1442463 2284632 1616716 X 13523935 15407017 876319 945596 14400254 16352613 16684886 17969329 X 805240 1077092 70027 X X 0 1 X 1 0 X 2293571 663578 751893 477846 622053 4808941 2293571 663578 751893 477846 622053 4808941 1508285 3300656 147083 184349 356262 462852 419574 1570120 7899 13188 7824 4206 10077 43194 6422255 0.51390 0.53550 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 33 147679 231514 6829448 1 1 45744 44028 1716 6725 6725 0 1716 FIXED INCOME SECURITIES 3128271 F MUTUAL FUNDS 5487723 F ALTERNATIVE INVESTMENTS 405102 F 9021096 BENEFICIAL INTEREST IN SPLIT-INTEREST AGREEMENTS 86618 BENEFICIAL INTEREST IN RESIDUAL TRUST 858978 LIFE INSURANCE POLICY 15331 960927 AGENCY ENDOWMENT FUNDS 1442463 1442463 2775983 1077092 18696 95152 1190940 1585043 0 1585043 823624 18696 25125 43821 779803 0 779803 PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT DIRECT EXPENSE 25,125. SPLIT INTEREST ACTUARIAL ADJUSTMENT 70,027. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT DIRECT EXPENSE 25,125. PART XII, LINE 2D AND PART XIII, LINE 2D FUNDRAISING EXPENSE NETTED WITH REVENUE OF 990 PART XII, LINE 4B SPLIT INTEREST ACTUARIAL ADJUSTMENT $70,027 SPIRIT OF HARDY COUNTY 13532 13532 7151 SPIRIT OF THE PANHANDLE 13290 13290 16389 26822 26822 23540 23540 3282 1 HOSPICE OF THE PANHANDLE 122 WAVERLY COURT MARTINSBURG WV 25403 311011765 501(C)(3) 19800 FMV HUMAN WELFARE MORGAN ARTS COUNCIL PO BOX 248 BERKELEY SPRINGS WV 25411 550574631 501(C)(3) 10000 FMV HUMAN WELFARE BOYS & GIRLS CLUB OF EASTERN PANHANDLE 105 WEST JOHN STREET MARTINSBURG WV 25401 202257657 501(C)(3) 21500 FMV HUMAN WELFARE COMMUNITY NETWORKS INC 216 EAST JOHN STREET MARTINSBURG WV 25401 550662121 501(C)(3) 7000 FMV HUMAN WELFARE MARTINSBURG-BERKELEY COUNTY PUBLIC LIBRARIES 101 WEST KING STREET MARTINSBURG WV 25401 550364258 501(C)(3) 8750 FMV HUMAN WELFARE MORGAN COUNTY STARTING POINTS 292 NORTH WASHINGTON STREET BERKELEY SPRINGS WV 25411 550563741 501(C)(3) 5900 FMV HUMAN WELFARE MARTINSBURG - BERKELEY COUNTY RECREATION BOARD 283 WOODBURY AVE MARTINSBURG WV 25404 550522178 501(C)(3) 132000 FMV HUMAN WELFARE ANIMAL WELFARE SOCIETY OF JEFFERSON COUNTY PO BOX 147 CHARLES TOWN WV 25414 556023497 501(C)(3) 12000 FMV ANIMAL WELFARE SHEPHERDSTOWN PUBLIC LIBRARY PO BOX 278 SHEPHERDSTOWN WV 25443 550629409 13750 FMV HUMAN WELFARE BERKELEY COUNTY BACKPACK PROGRAM INC PO BOX 2153 HEDGESVILLE WV 25427 452868895 501(C)(3) 5000 FMV HUMAN WELFARE BIG BROTHERS BIG SISTERS OF THE EASTERN PANHANDLE 420 S RALEIGH ST MARTINSBURG WV 25401 237405035 501(C)(3) 7500 FMV HUMAN WELFARE CASA OF THE EASTERN PANHANDLE INC 336 SOUTH QUEEN STREET MARTINSBURG WV 25401 320063080 501(C)(3) 5250 FMV HUMAN WELFARE CITY HOSPITAL-WVU HOSPITALS-EAST 2000 FOUNDATION WAY MARTINSBURG WV 25401 202337985 501(C)(3) 10000 FMV HUMAN WELFARE EAST HARDY COUNTY VO-TECH 259 COUGAR DR BAKER WV 26801 556000327 10308 FMV HUMAN WELFARE EAST HARDY MIDDLE SCHOOL 238 COUGAR DR BAKER WV 26801 556000327 5000 FMV HUMAN WELFARE EAST HARDY HIGH SCHOOL 259 COUGAR DR BAKER WV 26801 556000327 14683 FMV HUMAN WELFARE EASTERN PANHANDLE FREE CLINIC 1212 N MILDRED STREET RANSON WV 25438 550778553 501(C)(3) 14020 FMV HUMAN WELFARE HORSES WITH HEARTS INC PO BOX 2186 MARTINSBURG WV 25402 203584534 501(C)(3) 10000 FMV HUMAN WELFARE JEFFERSON COUNTY 4-H FOUNDATION 1948 WILTSHIRE ROAD KEARNEYSVILLE WV 25430 550600438 7500 FMV HUMAN WELFARE JEFFERSON COUNTY COMMUNITY MINISTRIES 238 W WASHINGTON ST CHARLES TOWN WV 25414 550690698 501(C)(3) 6300 FMV HUMAN WELFARE NORBORNE PRESCHOOL AND DAY CARE CENTER 200 W KING ST MARTINSBURG WV 25401 550517739 501(C)(3) 5000 HUMAN WELFARE CAMP FRAME 4-H 5885 MIDDLEWAY PIKE KEARNEYSVILLE WV 25430 550393631 501(C)(3) 18000 HUMAN WELFARE SCHOLARSHIPS FOR STUDENTS GRADUATING FROM A HIGH SCHOOL IN JEFFERSON, BERKELEY, MORGAN, HAMPSHIRE OR HARDY COUNTIES, WEST VIRGINIA. 58 67050 FMV PART I, LINE 2: THE ORGANIZATION USES DUE DILIGENCE PROCEDURES IN GRANT MAKING PROCEDURES AND SCHOLARSHIP MAKING PROCEDURES. X 3 30057 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 FATHER AND SON RELATIONSHIP ON CURRENT BOARD OF DIRECTORS. 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 70,027. FORM 990, PART XII, LINE 2C NO CHANGE FROM PRIOR YEAR.