2013-05-13T15:56:17-05:00 2012-12-31 541149263 YOUNT HYDE & BARBOUR PC PO BOX 2560 WINCHESTER VA 226041760 990 2012-01-01 550742377 EASTERN WEST VIRGINIA COMMUNITY FOUNDATION EAST 3042640353 229 EAST MARTIN STREET NO 4 MARTINSBURG WV 25401 MICHAEL WHALTON 3042640353 2013-05-13 1 OLIVIA A HUTTON CPA P00964688 5406623417 2012 2016-02-24 21:20:13Z SEE SCHEDULE O MICHAEL WHALTON 229 E MARTIN STREET SUITE 4 MARTINSBURG WV 25401 7170651 0 X WWW.EWVCF.ORG X 1995 WV TO OPERATE FOR CHARITABLE, RELIGIOUS, LITERARY, SCIENTIFIC AND EDUCATIONAL PURPOSES. 22 22 4 0 0 0 751893 477846 0 0 718017 691069 -1201 12357 1468709 1181272 2276206 897359 0 0 147098 157923 0 0 4823 152923 143333 2576227 1198615 -1107518 -17343 16019500 16684886 2569827 2284632 13449673 14400254 TO OPERATE EXCLUSIVELY FOR CHARITABLE, RELIGIOUS, LITERARY, SCIENTIFIC AND EDUCATIONAL PURPOSES. 0 0 1101374 897359 4206 THE COMMUNITY FOUNDATION ACCEPTS CONTRIBUTIONS TO DISTRIBUTE INCOME AS GRANTS AND SCHOLARSHIPS FOR THE BENEFIT OF PEOPLE IN THE EASTERN REGION OF WEST VIRGINIA. 1101374 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 4 1 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 WV X X MICHAEL WHALTON 3042640353 229 EAST MARTIN STREET SUITE 4 MARTINSBURG WV 25401 STEW BORGER 8.00 X X 0 0 0 SCOTT ROACH 5.00 X X 0 0 0 DARLENE TRUMAN 5.00 X X 0 0 0 TIA MCMILLAN 5.00 X X 0 0 0 BETSY COFFEY 1.00 X 0 0 0 DIANE DAILEY 1.00 X 0 0 0 GLEN STOTLER 1.00 X 0 0 0 JAN WILKINS 1.00 X 0 0 0 CONRAD HAMMANN 1.00 X 0 0 0 RICHARD HAMBLIN 1.00 X 0 0 0 LISA WELCH 1.00 X 0 0 0 JAMES KEEL 1.00 X 0 0 0 JEFF BOEHM 1.00 X 0 0 0 TAYLOR PERRY 1.00 X 0 0 0 PATRICK FORD 1.00 X 0 0 0 RUTH PRITCHARD 1.00 X 0 0 0 DOUG ROACH 1.00 X 0 0 0 BETTY RUSSELL 1.00 X 0 0 0 HEATHER HOVERMALE 1.00 X 0 0 0 WALTER BROWN 1.00 X 0 0 0 RB SEEM 1.00 X 0 0 0 TERRY WALKER 1.00 X 0 0 0 AMY OWEN 40.00 X 24177 0 0 MICHAEL WHALTON 40.00 X 39466 0 0 63643 0 0 0 0 0 0 0 477846 45289 477846 462852 462852 6206028 5977811 228217 228217 228217 19719 11568 8151 8151 NIP FEES 541900 3731 3731 MISCELLANEOUS 541900 475 475 4206 1181272 4206 0 699220 840439 840439 56920 56920 63644 58457 3619 1568 79400 72929 4520 1951 3809 3809 11070 9963 886 221 11150 11150 65497 65497 1804 1804 11240 11209 31 9142 9142 2161 1953 166 42 5930 5930 1574 1417 126 31 6209 6209 REGISTRATIONS 15940 15940 FUND EXPENSES 8247 7422 165 660 NIP FEES 3987 3588 80 319 MISCELLANEOUS 452 452 1198615 1101374 92418 4823 305464 255733 406120 461419 7500 5000 1482 2068 52245 50872 2797 1373 7670419 7281660 6807558 7795142 818160 882491 16019500 16684886 14803 4562 1495554 1054862 1059470 1225208 2569827 2284632 X 12599898 13523935 849775 876319 13449673 14400254 16019500 16684886 X -17343 910515 57409 X X 0 1 X 1 0 X 1339381 2293571 663578 751893 477846 5526269 1339381 2293571 663578 751893 477846 5526269 1854475 3671794 135431 147083 184349 356262 462852 1285977 11408 7899 13188 7824 4206 44525 6856771 0.53550 0.55120 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5 86405 674500 7096033 1 1 11300 9927 1373 40945 40945 0 1373 FIXED INCOME SECURITIES 3448561 F MUTUAL FUNDS 3996584 F ALTERNATIVE INVESTMENTS 349997 F 7795142 BENEFICIAL INTEREST IN SPLIT-INTEREST AGREEMENTS 65179 BENEFICIAL INTEREST IN RESIDUAL TRUST 810390 LIFE INSURANCE POLICY 6922 882491 AGENCY ENDOWMENT FUNDS 1225208 1225208 2181315 910515 20551 68977 1000043 1181272 0 1181272 1230734 20551 11568 32119 1198615 0 1198615 PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT DIRECT EXPENSE 11,568. SPLIT INTEREST ACTUARIAL ADJUSTMENT 57,409. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT DIRECT EXPENSE 11,568. PART XII, LINE 2D AND PART XIII, LINE 2D FUNDRAISING EXPENSE NETTED WITH REVENUE OF 990 PART XII, LINE 4B SPLIT INTEREST ACTUARIAL ADJUSTMENT $57,409 SPIRIT OF HARDY COUNTY 16469 16469 7165 1 16469 16469 7165 7165 9304 1 HOSPICE OF THE PANHANDLE 122 WAVERLY COURT MARTINSBURG WV 25403 311011765 501(C)(3) 31000 FMV HUMAN WELFARE MORGAN ARTS COUNCIL PO BOX 248 BERKELEY SPRINGS WV 25411 550574631 501(C)(3) 8500 FMV HUMAN WELFARE UNITED WAY OF THE EASTERN PANHANDLE 218 WEST KING STREET MARTINSBURG WV 25401 556024725 501(C)(3) 5000 FMV HUMAN WELFARE BOYS & GIRLS CLUB OF EASTERN PANHANDLE 105 WEST JOHN STREET MARTINSBURG WV 25401 202257657 501(C)(3) 9000 FMV HUMAN WELFARE COMMUNITY NETWORKS INC 216 EAST JOHN STREET MARTINSBURG WV 25401 550662121 501(C)(3) 5000 FMV HUMAN WELFARE MARTINSBURG-BERKELEY COUNTY PUBLIC LIBRARIES 101 WEST KING STREET MARTINSBURG WV 25401 550364258 501(C)(3) 6500 FMV HUMAN WELFARE MORGAN COUNTY STARTING POINTS 292 NORTH WASHINGTON STREET BERKELEY SPRINGS WV 25411 550563741 501(C)(3) 6600 FMV HUMAN WELFARE ONE HOPE MINISTRIES INTERNATIONAL CHURCH PO BOX 2751 MARTINSBURG WV 25402 501(C)(3) 5000 FMV HUMAN WELFARE MARTINSBURG - BERKELEY COUNTY RECREATION BOARD 283 WOODBURY AVE MARTINSBURG WV 25404 550522178 501(C)(3) 602000 FMV HUMAN WELFARE A SPECIAL SPACE 27 MUDFORT DR HARPERS FERRY WV 25425 452561015 501(C)(3) 5000 FMV CHILD WELFARE ANIMAL WELFARE SOCIETY OF JEFFERSON COUNTY PO BOX 147 CHARLES TOWN WV 25414 556023497 501(C)(3) 10000 FMV ANIMAL WELFARE AUGUSTA ELEMENTARY SCHOOL 61 PANCIONE LOOP AUGUSTA WV 26704 556000323 5000 FMV CHILD WELFARE BERKELEY ARTS COUNCIL PO BOX 984 MARTINSBURG WV 25402 270821110 501(C)(3) 7150 FMV HUMAN WELFARE JEFFERSON COUNTY HISTORIC LANDMARKS COMMISSION PO BOX 23 CHARLES TOWN WV 25414 453213370 6988 FMV HUMAN WELFARE SHENANDOAH VALLEY MEDICAL SYSTEM 99 TAVERN ROAD MARTINSBURG WV 25401 550563741 501(C)(3) 5000 FMV HUMAN WELFARE SHEPHERDSTOWN PUBLIC LIBRARY PO BOX 278 SHEPHERDSTOWN WV 25443 550629409 10000 HUMAN WELFARE VH1 SAVE THE MUSIC FOUNDATION 330 COMMERCE STREET NASHVILLE TN 37201 136089816 501(C)(3) 13000 HUMAN WELFARE WVU EBERLY COLLEGE OF ARTS AND SCIENCES PO BOX 6286 MORGANTOWN WV 26506 550665758 5000 HUMAN WELFARE SCHOLARSHIPS FOR STUDENTS GRADUATING FROM A HIGH SCHOOL IN JEFFERSON, BERKELEY, MORGAN, HAMPSHIRE OR HARDY COUNTIES, WEST VIRGINIA. 46 56920 FMV PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE ORGANIZATION USES DUE DILIGENCE PROCEDURES IN GRANT MAKING PROCEDURES AND SCHOLARSHIP MAKING PROCEDURES. X 3 45289 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: ANNUITY ACTUARIAL ADJUSTMENT 57,409. FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF INDEPENDENT AUDITOR.