ENCOVA FOUNDATION OF WEST VIRGINIA: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- ENCOVA FOUNDATION OF WEST VIRGINIA (EIN 80-0772825)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-09-30
- IRS object ID
- 201412739349100306
- Schema version
- 2013v3.0
- 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
- Schedule B
- Accounting Fees 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 | 2014-09-30T12:19:04-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 550486667 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Arnett Foster Toothman PLLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O Box 2629 | AddressLine1 |
| City | Charleston | City |
| State | WV | State |
| ZIP Code | 25329 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 800772825 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Brickstreet Foundation Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BRIC | BusinessNameControlTxt |
| Phone | 3049411000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 Quarrier Street | AddressLine1 |
| City | Charleston | City |
| State | WV | State |
| ZIP Code | 25301 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Gregory A Burton | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 3049411000 | PhoneNum |
| Signature | 2014-09-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Dale Carpenter | PreparerPersonNm |
| PTIN | P00189642 | PTIN |
| Phone | 3043460441 | PhoneNum |
| 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 | $31,463,016 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Sav Rev And Expnss | $29,446 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $29,446 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $96,062 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $96,062 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $77,374 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,322,731 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $77,374 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $202,882 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $202,882 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,288 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,288 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $10,919 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,919 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $68 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $68 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,038 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $36 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,000 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,313 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,023 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,288 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,258,083 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,811,416 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,274,396 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,023 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,816,704 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,071,514 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $191,859 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $24,739,611 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $19,770,784 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $19,770,784 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $5,178 | AcctRcvblAmt |
| Acct Rcvbl EOY | $5,178 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $5,178 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl BOY | $10,000,000 | PledgesRcvblBOYAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $11,687,054 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $11,687,054 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $34,739,611 | TotalAssetsBOYAmt |
| Total Assets EOY | $31,463,016 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $31,463,016 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $3,320,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $4,766,667 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $3,320,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,766,667 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $31,419,611 | RetainedEarningBOYAmt |
| Retained Earning EOY | $26,696,349 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $31,419,611 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $26,696,349 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $34,739,611 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $31,463,016 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $31,419,611 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,071,514 | ExcessRevenueOverExpensesAmt |
| Other Increases | $348,252 | OtherIncreasesAmt |
| Subtotal | $26,696,349 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $26,696,349 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| Cohen & Steers Realty 123.068 SHS | P | 2013-06-26 | $74,268 | $77,750 | -$3,482 | -$3,482 |
| Federated Clover Small 291.414 SHS | P | 2013-12-24 | $111,748 | $105,550 | $6,198 | $6,198 |
| Invesco Inter 977.801 SHS | P | 2013-12-24 | $336,152 | $312,650 | $23,502 | $23,502 |
| Oppenheimer Inter 723.272 SHS | P | 2013-12-24 | $332,718 | $335,650 | -$2,932 | -$2,932 |
| Federated High Yield 519.219 SHS | P | 2013-12-24 | $556,641 | $552,750 | $3,891 | $3,891 |
| Vanguard Intermed 321.471 SHS | P | 2013-12-24 | $818,268 | $838,800 | -$20,532 | -$20,532 |
| PIMCO 457.944 SHS | P | 2013-12-24 | $1,000,000 | $1,022,207 | -$22,207 | -$22,207 |
| Capital Gains Dividends | P | $92,936 | $92,936 | $92,936 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $77,374 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $264,932 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $15,478,779 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.017116 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $0 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,925,000 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.000000 | DistributionYr2Rt |
| Total Distribution | 0.017116 | TotalDistributionRt |
| Average Distribution | 0.008558 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $31,112,598 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $266,262 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,919 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $268,181 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,816,704 | 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 | $1,919 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,919 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,919 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,920 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,920 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $1 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WV | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | brickstreetfoundation.com | WebsiteAddressTxt |
| Individual With Books | Melissa Wood | IndividualWithBooksNm |
| Phone | 3049411000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 Quarrier Street | AddressLine1 |
| City | Charleston | City |
| State | WV | State |
| ZIP Code | 25301 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Gregory A Burton | ||||||||
| 400 Quarrier Street | Charleston | WV | 25301 | President | 1.00 | $0 | $0 | $0 |
| J Christopher Howat | ||||||||
| 400 Quarrier Street | Charleston | WV | 25301 | Treasurer | 1.00 | $0 | $0 | $0 |
| Thomas J Obrokta Jr | ||||||||
| 400 Quarrier Street | Charleston | WV | 25301 | Secretary | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,493,889 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $27,092,505 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $31,586,394 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $31,586,394 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $473,796 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $31,112,598 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,555,630 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,555,630 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,919 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,919 | TotalTaxAmt |
| Distributable Before Adj | $1,553,711 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,553,711 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,553,711 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,816,704 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,816,704 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,919 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,814,785 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,553,711 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $514,944 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,816,704 | QualifyingDistributionsAmt |
| Applied To Year1 | $514,944 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,553,711 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,748,049 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,748,049 | 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 | $1,748,049 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $1,748,049 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Lucy Allara | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 Quarrier Street | AddressLine1 |
| City | Charleston | City |
| State | WV | State |
| ZIP Code | 25301 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3049411000 | RecipientPhoneNum |
| Form And Info And Materials | All pertinent information | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (40 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Nitro High School DECA Chapter | ||||||
| 1300 Park Avenue | Nitro | WV | 25143 | Public School | DECA Chapter Contribution | $2,500 |
| WVU Foundation-Center for Innovation | ||||||
| PO Box 1650 | Morgantown | WV | 26502 | 501(c)3 | Provide matching funds for a state program to fund research at WVU. | $1,500,000 |
| Charleston Catholic Hope Donation | ||||||
| 1033 Virginia Street East | Charleston | WV | 25301 | 501(c)3 | Volunteer program for high school students to winterize homes in Clay County WV for the needy. | $1,000 |
| USA Athletes International | ||||||
| 13095 S Mur-Len Suite 140 | Olathe | KS | 66062 | 501(c)3 | Sponsor a college student for international basketball team competition. | $250 |
| REA of Hope Fellowship Home | ||||||
| 1429 Lee Street | Charleston | WV | 25313 | 501(c)3 | Contribution for support of women recovering from addiction. | $1,500 |
| Preston County Literacy Volunteers | ||||||
| PO Box 143 | Reedsville | WV | 26547 | 501(c)3 | Support adult literacy services in Monongalia and Preston Counties in WV. | $1,000 |
| WVU Foundation-Football Complex | ||||||
| PO Box 1650 | MOrgantown | WV | 26502 | 501(c)3 | Football complex enhancement. | $1,000,000 |
| University of Charleston | ||||||
| PO Box 128 | Charleston | WV | 25321 | 501(c)3 | Sponsor Burning Springs documentary. | $5,000 |
| Believe in West Virginia Leadership Foundation | ||||||
| PO Box 8622 | South Charleston | WV | 25303 | 501(c)3 | Help support ministry and abstinence. | $5,000 |
| CEDAR of Virginia | ||||||
| PO Box 2345 | Abingdon | VA | 24212 | 501(c)3 | Sponsor coal fair to educate children on coal related issues. | $5,000 |
| WV Humanities Council | ||||||
| 1310 Kanawha Boulevard East | Charleston | WV | 25301 | 501(c)3 | Historical figures brought to life for presentations at schools, libraries, etc. to educate the public. | $3,000 |
| Kid's Chance of West Virginia | ||||||
| PO Box 11283 | Charleston | WV | 25339 | 501(c)3 | Support organization who raises funds to send the children of people killed on the job to college. | $5,000 |
| American Heart Association | ||||||
| PO Box 4002907 | Des Moines | IA | 50340 | 501(c)3 | To support the heart walk in Charleston West Virgnia. | $10,000 |
| Cabell Huntington Hospital Foundation | ||||||
| 1304 Hal Greer Boulevard | Huntington | WV | 25701 | 501(c)3 | To support the children's hospital fund. | $2,500 |
| The YWCA of Charleston | ||||||
| 1246 Kanawha Boulevard East | Charleston | WV | 25301 | 501(c)3 | To support the YWCA women of achievement program. | $5,000 |
| Fund for the Arts | ||||||
| PO Box 11214 | Charleston | WV | 25339 | 501(c)3 | To support the annual Blues, Brews and Barbeque fundraising event. | $5,000 |
| CAWV Scholarship Foundation | ||||||
| 2114 Kanawha Boulevard East | Charleston | WV | 25311 | 501(c)3 | To support the scholarship program. | $5,000 |
| City of Oak Hill-Amphitheater Fund | ||||||
| 531 Jones Avenue | Oak Hill | WV | 25901 | City Government | Funds for stage lighting and sound system for outdoor family centered amphitheater. | $4,000 |
| Special Olympics WV | ||||||
| 1206 Virginia Street East | Charleston | WV | 25301 | 501(c)3 | To sponsor the annual summer games for special olympics. | $2,500 |
| The Marshall University Foundation | ||||||
| 519 John Marshall Drive | Huntington | WV | 25703 | 501(c)3 | To support a camp to help special needs children ride a two-wheel bicycle- Lose the Training Wheels program. | $2,500 |
| Schoenbaum Family Enrichment Center | ||||||
| 1791 5th Avenue Suite 1 | Charleston | WV | 25312 | 501(c)3 | Child care center equipment campaign. | $2,500 |
| Alzheimer's Association WV Chapter | ||||||
| 1601 2nd Avenue | Charleston | WV | 25387 | 501(c)3 | Sponsor events to provide support, education and services to local families dealing with Alzheimers. | $10,000 |
| YMCA of Kanawha Valley | ||||||
| 100 YMCA Driver | Charleston | WV | 25311 | 501(c)3 | Sponsor for the spirit of the valley campaign. | $5,000 |
| Thomas Memorial Hospital Foundation | ||||||
| 4605 MacCorkle Avenue | South Charleston | WV | 25309 | 501(c)3 | To sponsor the annual Gala. | $7,500 |
| Hospice of Huntington | ||||||
| PO Box 464 | Huntington | WV | 25709 | 501(c)3 | Memorial donation to Hospice. | $5,000 |
| Appalachian Leadership and Education Foundation | ||||||
| PO Box 1638 | Williamson | WV | 25661 | 501(c)3 | To support the Brickstreet fellowship program. | $7,000 |
| NSCDA WV | ||||||
| PO Box 175 | Charleston | WV | 25321 | 501(c)3 | To bring in a Mt. Vernon interpretor to support and work on a house on the national historic registry. | $3,500 |
| Westminster Presbyterian Church | ||||||
| 5502 Noyes Avenue | Charleston | WV | 25304 | Church | Donation in memory of deceased. | $2,500 |
| Childhood Language Center | ||||||
| 406 Capitol Street | Charleston | WV | 25301 | 501(c)3 | To support the general services of the program. | $10,000 |
| The Challenge Program | ||||||
| 1910 Minno Drive Suite 100 | Johnstown | PA | 15905 | 501(c)3 | To sponsor a 5K run and tennis tournament. | $3,333 |
| DEE Scholarship Fund | ||||||
| PO Box 123 | Miami | WV | 25134 | 501(c)3 | To sponsor a golf tournament for the "Dana and Ethel Ervin Scholarship Fund." | $10,000 |
| The Logan County Child Advocacy Center Inc | ||||||
| PO Box 308 | Logan | WV | 25601 | 501(c)3 | Funds to provide forensic interviews for children who have been victims of crime. | $2,500 |
| West Virginia School of Osteopathic Medicine | ||||||
| 400 North Lee Street | Lewisburg | WV | 24901 | state university | Underwrite the Abracadabra series. | $25,000 |
| Mountain Mission | ||||||
| 1620 7th Avenue | Charleston | WV | 25387 | 501(c)3 | General operational support | $2,500 |
| Ronald McDonald House of the Tri-State | ||||||
| 1500 17th Street | Huntington | WV | 25701 | 501(c)3 | Funds for a generator for the house. | $5,000 |
| Dollar Energy Fund | ||||||
| PO Box 3979 | Charleston | WV | 25312 | 501(c)3 | Support for the WV Energy Assistance program. | $1,000 |
| Putnam County Schools | ||||||
| 9 Court House Drive | Winfield | WV | 25213 | Governmental | Winfield High School track resurfacing. | $60,000 |
| Girl Scouts Black Diamond Council | ||||||
| 210 Hale Street | Charleston | WV | 25322 | 501(c)3 | Building fund for new office support space. | $200,000 |
| The Marshall University Foundation | ||||||
| 519 John Marshall Drive | Huntington | WV | 25703 | 501(c)3 | To provide matching funds for a state program to fund research at Marshall University. | $833,333 |
| WV State University Foundation | ||||||
| 200 Erikson Alumni Center | Institute | WV | 25112 | 501(c)3 | Lakin Field athletic complex support. | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,811,416 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| WVU Business SchoolWVU Foundation | ||||||
| PO Box 1650 | Morgantown | WV | 26502 | 501(c)3 | Provide matching funds for a state program to fund research at WVU. | $1,500,000 |
| CAMC Foundation | ||||||
| 3412 Staunton Avenue SE | Charleston | WV | 25304 | 501(c)3 | NICU waiting room renovation. | $25,000 |
| WVU Foundation | ||||||
| PO Box 1650 | Morgantown | WV | 26502 | PC | Donation to new endowment fund to support the WVU men's golf program. | $1,000,000 |
| Legal Aid of WV | ||||||
| 922 Quarrier St 400 | Charleston | WV | 25301 | 501(c)3 | To support Civil Legal Services Program. | $50,000 |
| YWCA of Charleston | ||||||
| 1246 Kanawha Boulevard East | Charleston | WV | 25301 | 501(c)3 | Justice Level 2014 Leaders for Change. | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $2,590,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $29,446 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $96,062 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $77,374 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $202,882 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $202,882 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Brickstreet Mutual Insurance Compan | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 Quarrier Street | AddressLine1 |
| City | Charleston | City |
| State | WV | State |
| ZIP Code | 25301 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $10,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $4,288 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,288 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Investments | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $11,687,054 | BookValueAmt |
| EOYFMV | $11,687,054 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Grantmaking | $1,000 | $0 | $1,000 |
| Bank fees | $36 | $36 | $0 |
| Tax penalties | $2 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Unrealized gains on investments | Description |
| Amount | $348,252 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment fees | CategoryTxt |
| Amt | $10,919 | Amt |
| Net Investment Income | $10,919 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Income Taxes | CategoryTxt |
| Amt | $68 | Amt |
| Net Investment Income | $68 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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