SACRED HEART CHILDRENS CENTER INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- SACRED HEART CHILDRENS CENTER INC (EIN 55-0528075)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2014-09-29
- IRS object ID
- 201402729349100305
- Schema version
- 2013v3.1
- 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 | 2014-09-29T10:22:49-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESBANCO BANK | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 BANK PLAZA | AddressLine1 |
| City | WHEELING | City |
| State | WV | State |
| ZIP Code | 26003 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | CLARKSBURG | City |
| State | WV | State |
| ZIP Code | 26301 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KELLEY HEAL-ORTIZ | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3042349400 | PhoneNum |
| Signature | 2014-07-21 | 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 | 2014-07-21 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,197,621 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Sav Rev And Expnss | $38 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $38 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $37,510 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $37,510 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $34,352 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $196,229 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $34,352 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $71,900 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $71,900 | 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 | $7,456 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,456 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $948 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $226 | 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 | $1,252 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,252 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $10,206 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,484 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $100,939 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $100,939 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $111,145 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,484 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $100,939 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$39,245 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $62,416 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $174 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $27,422 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,471 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,471 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $334 | AcctRcvblAmt |
| Acct Rcvbl BOY | $321 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $334 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $678,473 | CorporateStockBOYAmt |
| Corporate Stock EOY | $659,952 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,027,846 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $884,632 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $887,520 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,165,304 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,591,022 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,552,277 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,197,621 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,591,022 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,552,277 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,591,022 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,552,277 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,591,022 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,552,277 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,591,022 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$39,245 | ExcessRevenueOverExpensesAmt |
| Other Increases | $500 | OtherIncreasesAmt |
| Subtotal | $1,552,277 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,552,277 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 300. APACHE CORP | 2007-07-16 | 2013-07-11 | $24,493 | $25,750 | -$1,257 | -$1,257 | |
| 600. EMERSON ELECTRIC CO | 2013-07-11 | $34,676 | $29,373 | $5,303 | $5,303 | ||
| 1000. GOLDMAN SACHS GROUP FLOATING RATE PFD | 2010-07-19 | 2013-08-06 | $20,820 | $19,735 | $1,085 | $1,085 | |
| 500. PLUM CREEK TIMBER COMPAN (REIT) | 2011-02-18 | 2013-12-12 | $22,127 | $21,258 | $869 | $869 | |
| 500. MOOG INC- CL A | 2010-07-21 | 2014-05-09 | $34,409 | $16,794 | $17,615 | $17,615 | |
| 400. ENSCO PLC CL A | 2013-07-11 | 2014-05-09 | $20,194 | $23,846 | -$3,652 | -$3,652 | |
| 300. DEERE & CO | 2008-05-19 | 2014-06-25 | $27,218 | $25,121 | $2,097 | $2,097 | |
| CAPITAL GAIN DIVIDENDS | $12,292 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $34,352 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $93,687 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,864,352 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050252 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $73,524 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,770,799 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04152 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $95,352 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,774,077 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053747 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $73,075 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,607,516 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045458 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $85,187 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,479,520 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.057577 | DistributionYr5Rt |
| Total Distribution | 0.248554 | TotalDistributionRt |
| Average Distribution | 0.049711 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,059,375 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $102,374 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $624 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $102,998 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $100,939 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,248 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,248 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,248 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $361 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $0 | AppliedToEsTaxAmt |
| Total Payments And Credits | $361 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $887 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | WHEELING | City |
| State | WV | State |
| ZIP Code | 26003 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| KELLEY HEAL-ORTIZ | ||||||
| C/O SACRED HEART PO BOX 1581 | CLARKSBURG | WV | 26301 | PRESIDENT | 1 | $0 |
| JULIE LUCAS | ||||||
| C/O SACRED HEART PO BOX 1581 | CLARKSBURG | WV | 26301 | VICE-PRESIDENT | 1 | $0 |
| MICHAEL MALFREGEOT | ||||||
| C/O SACRED HEART PO BOX 1581 | CLARKSBURG | WV | 26301 | TREASURER | 1 | $0 |
| DAVE FITCH | ||||||
| C/O SACRED HEART PO BOX 1581 | CLARKSBURG | WV | 26301 | SECRETARY | 1 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,065,042 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $25,694 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,090,736 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,090,736 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $31,361 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,059,375 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $102,969 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $102,969 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,248 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,248 | TotalTaxAmt |
| Distributable Before Adj | $101,721 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $500 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $102,221 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $102,221 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $100,939 | 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 | $100,939 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $100,939 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $102,221 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | 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 | $262 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $262 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $100,939 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $100,939 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $262 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $262 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,020 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KELLEY HEAL-ORTIZ | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O SACRED HEART PO BOX 1581 | AddressLine1 |
| City | CLARKSBURG | City |
| State | WV | State |
| ZIP Code | 26301 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3046243400 | RecipientPhoneNum |
| Recipient Email Address | N/A | 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 (61 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2 |
|---|---|---|---|---|---|---|---|---|
| ADAMSTON ELEMENTARY | ||||||||
| 1636 WEST PIKE STREET | CLARKSBURG | WV | 26301 | NONE | 501(C)(3) | CLOTHING ALLOWANCE | $1,055 | |
| BIG ELM ELEMENTARY | ||||||||
| 200 TETRICK ROAD | SHINNSTON | WV | 26003 | NONE | 501(C)(3) | CLOTHING ALLOWANCE | $2,160 | |
| JOHNSON ELEMENTARY | ||||||||
| 531 JOHNSON AVENUE | BRIDGEPORT | WV | 26330 | NONE | 501(C)(3) | CLOTHING ALLOWANCE | $700 | |
| LOST CREEK ELEMENTARY | ||||||||
| PO BOX 128 | LOST CREEK | WV | 26385 | NONE | 501(C)(3) | CLOTHING ALLOWANCE | $630 | |
| LUMBERPORT ELEMENTARY | ||||||||
| PO BOX 417 | LUMBERPORT | WV | 26386 | NONE | 501(C)(3) | CLOTHING ALLOWANCE | $1,135 | |
| NUTTER FORT ELEMENTARY | ||||||||
| 1302 BUCKHANNON PIKE | NUTTER FORT | WV | 26301 | NONE | 501(C)(3) | CLOTHING ALLOWANCE | $2,410 | |
| NUTTER FORT INTERMEDIATE | ||||||||
| 1302 BUCKHANNON PIKE | NUTTER FORT | WV | 26301 | NONE | 501(C)(3) | CLOTHING ALLOWANCE | $1,745 | |
| NORTH VIEW ELEMENTARY | ||||||||
| 1400 NORTH 19TH STREET | CLARKSBURG | WV | 26301 | NONE | 501(C)(3) | CLOTHING ALLOWANCE | $1,195 | |
| NORWOOD ELEMENTARY | ||||||||
| KIDD AVENUE | STONEWOOD | WV | 26301 | NONE | 501(C)(3) | CLOTHING ALLOWANCE | $815 | |
| SALEM ELEMENTARY | ||||||||
| RR 1 BOX 10A | SALEM | WV | 26426 | NONE | 501(C)(3) | CLOTHING ALLOWANCE | $985 | |
| WEST MILFORD ELEMENTARY | ||||||||
| 226 SCHOOL STREET | WEST MILFORD | WV | 26451 | NONE | 501(C)(3) | CLOTHING ALLOWANCE | $1,165 | |
| WILSONBURG ELEMENTARY | ||||||||
| RR4 BOX 1 | CLARKSBURG | WV | 26301 | NONE | 501(C)(3) | CLOTHING ALLOWANCE | $880 | |
| HERITAGE CHRISTIAN | ||||||||
| 225 NEWTON AVENUE | BRIDGEPORT | WV | 26330 | NONE | 501(C)(3) | CLOTHING ALLOWANCE | $496 | |
| BRIDGEPORT MIDDLE SCHOOL | ||||||||
| 413 JOHNSON AVENUE | BRIDGEPORT | WV | 26330 | NONE | 501(C)(3) | CLOTHING ALLOWANCE | $605 | |
| LUMBERPORT MIDDLE SCHOOL | ||||||||
| ROUTE 1 BOX 2 | LUMBERPORT | WV | 26386 | NONE | 501(C)(3) | CLOTHING ALLOWANCE | $1,115 | |
| MOUNTAINEER MIDDLE SCHOOL | ||||||||
| 2 MOUNTAINEER DRIVE | CLARKSBURG | WV | 26301 | NONE | 501(C)(3) | CLOTHING ALLOWANCE | $1,520 | |
| WASHINGTON IRVING MIDDLE SCHOOL | ||||||||
| 443 LEE AVENUE | CLARKSBURG | WV | 26301 | NONE | 501(C)(3) | CLOTHING ALLOWANCE | $1,825 | |
| LIBERTY HIGH SCHOOL | ||||||||
| ONE MOUNTAINEER DRIVE | CLARKSBURG | WV | 26301 | NONE | 501(C)(3) | CLOTHING ALLOWANCE | $1,580 | |
| LINCOLN HIGH SCHOOL | ||||||||
| ROUTE 1 BOX 300 | SHINNSTON | WV | 26431 | NONE | 501(C)(3) | CLOTHING ALLOWANCE | $1,465 | |
| ROBERT C BYRD HIGH SCHOOL | ||||||||
| ONE EAGLE WAY | CLARKSBURG | WV | 26301 | NONE | 501(C)(3) | CLOTHING ALLOWANCE | $2,185 | |
| SOUTH HARRISON HIGH SCHOOL | ||||||||
| ROUTE 1 BOX 58 | LOST CREEK | WV | 26385 | NONE | 501(C)(3) | CLOTHING ALLOWANCE | $935 | |
| ALTERNATIVE LEARNING CENTER | ||||||||
| RT 3 BOX 43 B | CLARKSBURG | WV | 26301 | NONE | 501(C)(3) | CLOTHING ALLOWANCE | $500 | |
| THE BENEDUM BRASS | ||||||||
| 61 OVERLOOK DRIVE | BRIDGEPORT | WV | 26330 | NONE | 501(C)(3) | PATRIOTIC SHEET MUSIC | $65 | |
| CLARKSBURG HARRISON PUBLIC LIBRARY | ||||||||
| 404 WEST PIKE STREET | CLARKSBURG | WV | 26301 | NONE | 501(C)(3) | SUMMER READING PROGRAM | $500 | |
| LIFE CHOICE PREGNANCY RESOURCE CTR | ||||||||
| 515 1/2 WEST PIKE STREET | CLARKSBURG | WV | 26301 | NONE | 501(C)(3) | EARN WHILE YOU LEARN | $445 | |
| WV JAZZ SOCIETY | ||||||||
| 426 CENTER AVENUE | WESTON | WV | 26452 | NONE | 501(C)(3) | 2 FREE JAZZ PERF & 2 YOUTH | $500 | |
| HARRISON COUNTY STUDENT ACHIEVEMENT | ||||||||
| PO BOX 1370 | CLARKSBURG | WV | 26301 | NONE | 501(C)(3) | 2 STUDENT SCHOLARSHIPS - | $1,000 | |
| ALTERED PRODUCTIONS INSTITUTE | ||||||||
| 201 WEST PIKE STREET | CLARKSBURG | WV | 26301 | NONE | 501(C)(3) | PORTABLE SOUND SYSTEM | $2,800 | |
| ROBERT C BYRD HIGH SCHOOL | ||||||||
| ONE EAGLE WAY | CLARKSBURG | WV | 26301 | NONE | 501(C)(3) | CAPS & GOWNS FOR GRADUATING | $418 | |
| HARRISON COUNTY HEALTH DEPT | ||||||||
| 330 WEST MAIN STREET | CLARKSBURG | WV | 26301 | NONE | 501(C)(3) | CARSEATS & CRIBS | $1,500 | |
| LOST CREEK ELEMENTARY | ||||||||
| PO BOX 128 | LOST CREEK | WV | 26385 | NONE | 501(C)(3) | PLAYGROUND EQUIPMENT, | $9,300 | |
| SIMPSON ELEMENTARY | ||||||||
| 250 WORTHINGTON DRIVE | BRIDGEPORT | WV | 26330 | NONE | 501(C)(3) | CLOTHING ALLOWANCE | $500 | |
| HERITAGE CHRISTIAN | ||||||||
| 225 NEWTON AVENUE | BRIDGEPORT | WV | 26330 | NONE | 501(C)(3) | TECHNOLOGY EQUIPMENT TO | $2,300 | |
| HARRISON COUNTY SCHOOLS SPECIAL | ||||||||
| PO BOX 1370 | CLARKSBURG | WV | 26302 | NONE | 501(C)(3) | PURCHASE WORK CLOTHES FOR | $1,520 | EDUCATION DEPARTMENT |
| ALLOHAK COUNCIL | ||||||||
| 1340 JULIANA STREET | PARKERSBURG | WV | 26101 | NONE | 501(C)(3) | CUB SCOUNT DAY CAMP | $500 | |
| HARRISON COUNTY CHILD ADVOCACY CENT | ||||||||
| 427 W PIKE STREET STE 6 | CLARKSBURG | WV | 263012774 | NONE | 501(C)(3) | PRINTED MATERIALS & BANNER | $900 | |
| NUTTER FORT INTERMEDIATE | ||||||||
| 1302 BUCKHANNON PIKE | NUTTER FORT | WV | 26301 | NONE | 501(C)(3) | SCHOLARSHIPS FOR TRIP TO | $500 | |
| HARRISON COUNTY YMCA | ||||||||
| PO BOX 688 | CLARKSBURG | WV | 26301 | NONE | 501(C)(3) | ASSISTANCE FOR CHILDREN TO | $1,000 | |
| ROBERT C BYRD HIGH SCHOOL | ||||||||
| ONE EAGLE WAY | CLARKSBURG | WV | 26301 | NONE | 501(C)(3) | SEND CHOIR MEMBERS TO CAMP | $1,000 | |
| BRIDGEPORT PUBLIC LIBRARY | ||||||||
| 1200 JOHNSON AVENUE | BRIDGEPORT | WV | 26330 | NONE | 501(C)(3) | SUMMER READING PROGRAM | $500 | |
| SOUTHERN AREA LIBRARY | ||||||||
| PO BOX 282 | LOST CREEK | WV | 26385 | NONE | 501(C)(3) | SUMMER READING PROGRAM FOR | $500 | ATTN DIANE WEST - DIRECTOR/MANAGER |
| WILSONBURG ELEMENTARY SCHOOL | ||||||||
| RR4 BOX 1 | CLARKSBURG | WV | 26301 | NONE | 501(C)(3) | PRESCHOOL PLAYGROUND FOR | $5,000 | |
| CAMP CATCH YOUR BREATH | ||||||||
| 327 MEDICAL PARK DRIVE | BRIDGEPORT | WV | 26330 | NONE | 501(C)(3) | SUMMER CAMP SCHOLARSHIPS | $1,000 | C/O UNITED HEALTH FOUNDATION |
| JOHNSTOWN COMMUNITY FAIR | ||||||||
| 409 CHAPMAN LANE | LOST CREEK | WV | 26003 | NONE | 501(C)(3) | CHILDREN'S | $1,100 | C/O JOHNSTOWN CEOS CLUB |
| CLARKSBURG HARRISON REGIONAL | ||||||||
| 433 BALTIMORE AVENUE | CLARKSBURG | WV | 26301 | NONE | 501(C)(3) | AFTER SCHOOL HOMEWORK HELP | $1,500 | HOUSING AUTHORITY |
| MUSTARD SEED | ||||||||
| 126 E PIKE STREET | CLARKSBURG | WV | 263012155 | NONE | 501(C)(3) | CLOTHING ALLOWANCE FOR | $1,200 | |
| SPECIAL OLYMPICS | ||||||||
| 186 PRATT AVENUE | CLARKSBURG | WV | 26301 | NONE | 501(C)(3) | 35 HARRISON COUNTY STUDENTS | $1,575 | |
| BIG BROTHERS BIG SISTERS | ||||||||
| 500 MYLAN PARK LANE SUITE 2 | MORGANTOWN | WV | 26501 | NONE | 501(C)(3) | BACKGROUND CHECKS FOR 10 | $1,200 | |
| LOWE PUBLIC LIBRARY | ||||||||
| 40 BRIDGE STREET | SHINNSTON | WV | 26431 | NONE | 501(C)(3) | COMPUTER WORKSPACE AREA | $4,989 | |
| ALL SAINTS PARISH | ||||||||
| 317 EAST MAIN STREET | BRIDGEPORT | WV | 26330 | NONE | 501(C)(3) | EDUCATION PROGRAMMING - | $2,000 | |
| AMY'S ATTIC | ||||||||
| 354 W MAIN STREET | CLARKSBURG | WV | 26301 | NONE | 501(C)(3) | DIAPERS, CHILDREN'S SHOES, | $8,000 | |
| MUSTARD SEED | ||||||||
| 126 E PIKE STREET | CLARKSBURG | WV | 263012155 | NONE | 501(C)(3) | DIAPERS & CHILDREN'S | $3,244 | |
| WASHINGTON IRVING MIDDLE SCHOOL | ||||||||
| 443 LEE AVENUE | CLARKSBURG | WV | 26301 | NONE | 501(C)(3) | EXPENSES FOR COSTUME & TRIP | $800 | |
| 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) | WORK CLOTHING FOR STUDENTS | $1,400 | |
| WV BLACK HERITAGE FESTIVAL | ||||||||
| PO BOX 1614 | CLARKSBURG | WV | 26302 | NONE | 501(C)(3) | CHILDREN'S ENTERTAINMENT | $2,000 | |
| HIS BRIDGEBUILDERS | ||||||||
| PO BOX 4213 | CLARKSBURG | WV | 26302 | NONE | 501(C)(3) | FAIR EVENT - | $3,000 | |
| WV MARBLE SHOOTERS ASSOCIATION | ||||||||
| 92 SEA GULL LANE | BRIDGEPORT | WV | 26330 | NONE | 501(C)(3) | TRAVEL TO WILDWOOD NJ FOR | $500 | |
| WV MUSIC HALL OF FAME | ||||||||
| 1427 LEE STREET | CHARLESTON | WV | 25301 | NONE | 501(C)(3) | TRAVELING MUSEUM VISIT TO | $6,582 | |
| WVU EXTENSION SERVICE | ||||||||
| 1117 GOOD HOPE PIKE | CLARKSBURG | WV | 26301 | NONE | 501(C)(3) | LAPTOPS FOR STEM PROGRAM | $2,000 | |
| NUTTER FORK PUBLIC LIBRARY | ||||||||
| 1300 BUCKHANNON PIKE | NUTTER FORT | WV | 26301 | NONE | 501(C)(3) | SUMMER READING PROGRAM | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $100,939 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $38 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $37,510 | 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 | $34,352 | 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 | $71,900 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $71,900 | 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 (36 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GENERAL ELECTRIC CO COMMON | $43,798 | $52,560 |
| WALT DISNEY COMPANY | $34,457 | $85,740 |
| EMERSON ELECTRIC CO | ||
| APACHE CORP | ||
| HALLIBURTON CO | $19,123 | $35,505 |
| FRANKLIN RESOURCES | $30,111 | $52,056 |
| CHICAGO BRIDGE & IRON COMPANY | $7,681 | $13,640 |
| DEERE & CO | ||
| INTERNATIONAL BUSINESS MACHINE | $27,787 | $45,318 |
| ORACLE CORP | $20,009 | $40,530 |
| AIR PRODUCTS & CHEMICALS | $19,707 | $25,724 |
| BRISTOL-MYERS SQUIBB COMPANY | $10,518 | $24,255 |
| EXXON MOBIL CORP | $33,483 | $42,789 |
| COCA-COLA CO | $15,779 | $25,416 |
| EI DUPONT DENEMOURS & CO | $18,082 | $32,720 |
| GOLDMAN SACHS GROUP FLOATING R | ||
| GOOGLE INC | $13,902 | $29,234 |
| JP MORGAN CHASE | $19,558 | $28,810 |
| MCKESSON CORP | $13,507 | $37,242 |
| MOOG INC - CL A | ||
| NATIONAL RETAIL PROPERTIES INC | $15,855 | $26,033 |
| PACCAR INC | $20,984 | $25,132 |
| PLUM CREEK TIMBER COMPANY | ||
| ROYAL DUTCH SHELL PLC | $28,362 | $32,948 |
| CVS CAREMARK | $18,818 | $37,685 |
| DOW CHEMICAL CO | $18,309 | $36,022 |
| QUALCOMM INC | $26,292 | $39,600 |
| APPLE COMPUTER INC | $29,357 | $32,526 |
| BOEING CO | $21,616 | $38,169 |
| GENERAL MILLS INC | $19,377 | $26,270 |
| UNION PACIFIC | $31,965 | $39,900 |
| EQT CORP | $20,913 | $21,380 |
| GILEAD SCIENCES INC | $19,903 | $20,728 |
| GOOGLE INC CLASS C SHARES | $13,858 | $28,764 |
| HONEYWELL INTERNATIONAL INC | $24,769 | $27,885 |
| NIKE INC CLASS B | $22,072 | $23,265 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| WESMARK GOVERNMENT BOND FUND # | AT COST | $350,527 | $355,443 |
| WESMARK SMALL COMPANY GROWTH | AT COST | $115,676 | $186,268 |
| VANGUARD LT INV GRADE FD ADM | AT COST | $134,824 | $161,481 |
| WESMARK GROWTH FUND #549 | AT COST | $286,493 | $462,112 |
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 | $1,252 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,252 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | RETURN OF GRANT FROM CLARKSBURG & HARRISON ROTARY | Description |
| Amount | $500 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MGMT FEES-NOT SUBJE | CategoryTxt |
| Amt | $7,456 | Amt |
| Net Investment Income | $7,456 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $226 | $226 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $361 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $361 | $0 | $0 |
Comments