SACRED HEART CHILDRENS CENTER INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- SACRED HEART CHILDRENS CENTER INC (EIN 55-0528075)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2013-08-07
- IRS object ID
- 201332199349100603
- Schema version
- 2012v2.1
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-08-07T08:40:32-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESBANCO BANK | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 550528075 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SACRED HEART CHILDRENS CENTER INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SACR | NameControl |
| Phone | 3042349400 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | OFFICER | Name |
| Title | PRESIDENT | Title |
| Phone | 3042349400 | Phone |
| Date Signed | 2013-08-07 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PHILLIPS K MCCLUSKEY | Name |
| Phone | 3042349400 | Phone |
| Date Prepared | 2013-08-07 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1920235 | FMVAssetsEOY |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Savings Rev And Expnss | 30 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 30 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 37348 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 37348 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 7333 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 77730 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 7333 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 0 | NetSTCGAdjNetIncm |
| Total Revenue And Expenses | 44711 | TotalRevenueAndExpenses |
| Total Net Investment Income | 44711 | TotalNetInvestmentIncome |
| Oth Empl Slrs Wgs Net Invst Incm | 0 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Adj Net Incm | 0 | OthEmplSlrsWgsAdjNetIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 0 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Pension Empl Bnft Net Invst Incm | 0 | PensionEmplBnftNetInvstIncm |
| Pension Empl Bnft Adj Net Incm | 0 | PensionEmplBnftAdjNetIncm |
| Legal Fees Dsbrs Chrtbl Prps | 0 | LegalFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 7164 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 7164 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 215 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 215 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 0 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 0 | DeprecAndDepletionNetInvstIncm |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Adj Net Incm | 0 | TravConfMeetingAdjNetIncm |
| Printing And Pub Net Invst Incm | 0 | PrintingAndPubNetInvstIncm |
| Printing And Pub Adj Net Incm | 0 | PrintingAndPubAdjNetIncm |
| Other Expenses Rev And Expnss | 1521 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 1273 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 8900 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 8652 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 94048 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 94048 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 102948 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 8652 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 94048 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -58237 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 36059 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 383 | CashBOY |
| Cash EOY | 174 | CashEOY |
| Cash EOYFMV | 174 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 16988 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 27422 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 27422 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable | 321 | AccountsReceivable |
| Accounts Receivable BOY | 594 | AccountsReceivableBOY |
| Accounts Receivable EOY | 321 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 0 | AccountsReceivableEOYFMV |
| Allwnc For Dbtfl Acct Other Rcvbl | 0 | AllwncForDbtflAcctOtherRcvbl |
| Investments Corp Stock BOY | 742647 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 678473 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 864894 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 888647 | InvestmentsOtherBOY |
| Investments Other EOY | 884632 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 1027745 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 1649259 | TotalAssetsBOY |
| Total Assets EOY | 1591022 | TotalAssetsEOY |
| Total Assets EOYFMV | 1920235 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 1649259 | CapitalStockBOY |
| Capital Stock EOY | 1591022 | CapitalStockEOY |
| Total Net Assets BOY | 1649259 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1591022 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1649259 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1591022 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1649259 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -58237 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 1591022 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1591022 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | How AcquiredHowAcquired |
|---|---|---|---|---|---|---|---|
| 441.826 WESMARK GROWTH FUND #549 | 2011-04-04 | 2012-12-26 | 6000 | 6322 | -322 | -322 | |
| 500. ARCHER DANIELS MIDLAND CO | 2008-05-05 | 2013-05-31 | 16232 | 22152 | -5920 | -5920 | |
| 1000. TEXAS INSTRUMENTS INC | 2001-02-06 | 2013-05-31 | 36004 | 41923 | -5919 | -5919 | |
| CAPITAL GAIN DIVIDENDS | 17 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 7333 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 73524 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1770799 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.04152 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 95352 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1774077 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.053747 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 73075 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1607516 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.045458 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 85187 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1479520 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.057577 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 92707 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1964031 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.047202 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.245504 | TotalDistributionRatio |
| Average Distribution Ratio | 0.049101 | AverageDistributionRatio |
| Net Noncharitable Assets | 1864352 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 91542 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 361 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 91903 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 94048 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 361 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 361 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 361 | TaxBasedOnInvestmentIncome |
| Tax Paid With Extension | 0 | TaxPaidWithExtension |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Penalty For Underpayment | 0 | PenaltyForUnderpayment |
| Tax Due | 361 | TaxDue |
| Amount Credited To Next Year | 0 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | WV | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESBANCO BANK | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 3042349400 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| 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 |
| VICKIE ROGERS | ||||||
| C/O SACRED HEART PO BOX 1581 | CLARKSBURG | WV | 26301 | SECRETARY | 1 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Charitable Acty | SummaryOfDirectCharitableActy | |
| Sum Of Program Related Investments | SumOfProgramRelatedInvestments |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1875441 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 17302 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1892743 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1892743 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 28391 | CashDeemedCharitable |
| Net Noncharitable Assets | 1864352 | NetNoncharitableAssets |
| Minimum Investment Return | 93218 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 93218 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 361 | TaxBasedOnInvestmentIncome |
| Total Tax | 361 | TotalTax |
| Distributable Amount Before Adj | 92857 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 92857 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 92857 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 94048 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 94048 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 361 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 93687 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 92857 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 929 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 0 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 0 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 0 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 0 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 0 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 94048 | QualifyingDistributions |
| Applied To Year1 | 929 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 92857 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 262 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 262 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 262 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 0 | ExcessFromYear4 |
| Excess From Year3 | 0 | ExcessFromYear3 |
| Excess From Year2 | 0 | ExcessFromYear2 |
| Excess From Year1 | 0 | ExcessFromYear1 |
| Excess From Current Year | 262 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | KELLEY HEAL-ORTIZ | RecipientName |
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 Number | 3046243400 | RecipientPhoneNumber |
| Recipient Email Address | N/A | RecipientEmailAddress |
| Form And Info And Materials | LETTER | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | LIMITED TO CHILDREN OF HARRISON COUNTY, WEST VIRGINIA | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (65 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Business Name Line2RecipientBusinessName/BusinessNameLine2 |
|---|---|---|---|---|---|---|---|---|
| UNITED HEALTH FOUNDATION | ||||||||
| UNITED HEALTH CENTER 327 MEDICAL P | BRIDGEPORT | WV | 26330 | NONE | 501(C)(3) | CHILDREN'S WAITING ROOM | $5,000 | |
| HARRISON COUNTY HEALTH DEPT | ||||||||
| 330 WEST MAIN STREET | CLARKSBURG | WV | 26301 | NONE | 501(C)(3) | PURCHASE CRIBS & CAR SEATS | $1,500 | |
| CLARKSBURG ROTARY | ||||||||
| PO BOX 108 | CLARKSBURG | WV | 26301 | NONE | 501(C)(3) | SUPPORT ANNUAL FISHING DAY | $500 | |
| FREEDOM BAPTIST CHURCH | ||||||||
| 107 ILLINOIS AVENUE | NUTTER FORT | WV | 26301 | NONE | 501(C)(3) | MOTIVATIONAL SPEAKER SERIES | $1,500 | |
| ADAMSTON ELEMENTARY | ||||||||
| 1636 WEST PIKE STREET | CLARKSBURG | WV | 26301 | NONE | 501(C)(3) | CLOTHING ALLOWANCE | $500 | |
| BIG ELM ELEMENTARY | ||||||||
| 200 TETRICK ROAD | SHINNSTON | WV | 26003 | NONE | 501(C)(3) | CLOTHING ALLOWANCE | $500 | |
| JOHNSON ELEMENTARY | ||||||||
| 531 JOHNSON AVENUE | BRIDGEPORT | WV | 26330 | NONE | 501(C)(3) | CLOTHING ALLOWANCE | $500 | |
| LOST CREEK ELEMENTARY | ||||||||
| PO BOX 128 | LOST CREEK | WV | 26385 | NONE | 501(C)(3) | CLOTHING ALLOWANCE | $500 | |
| LUMBERPORT ELEMENTARY | ||||||||
| PO BOX 417 | LUMBERPORT | WV | 26386 | NONE | 501(C)(3) | CLOTHING ALLOWANCE | $500 | |
| NUTTER FORT ELEMENTARY | ||||||||
| 1302 BUCKHANNON PIKE | NUTTER FORT | WV | 26301 | NONE | 501(C)(3) | CLOTHING ALLOWANCE | $500 | |
| NUTTER FORT INTERMEDIATE | ||||||||
| 1302 BUCKHANNON PIKE | NUTTER FORT | WV | 26301 | NONE | 501(C)(3) | CLOTHING ALLOWANCE | $500 | |
| NORTH VIEW ELEMENTARY | ||||||||
| 1400 NORTH 19TH STREET | CLARKSBURG | WV | 26301 | NONE | 501(C)(3) | CLOTHING ALLOWANCE | $500 | |
| NORWOOD ELEMENTARY | ||||||||
| KIDD AVENUE | STONEWOOD | WV | 26301 | NONE | 501(C)(3) | CLOTHING ALLOWANCE | $500 | |
| SALEM ELEMENTARY | ||||||||
| RR 1 BOX 10A | SALEM | WV | 26426 | NONE | 501(C)(3) | CLOTHING ALLOWANCE | $500 | |
| WEST MILFORD ELEMENTARY | ||||||||
| 226 SCHOOL STREET | WEST MILFORD | WV | 26451 | NONE | 501(C)(3) | CLOTHING ALLOWANCE | $500 | |
| WILSONBURG ELEMENTARY | ||||||||
| RR4 BOX 1 | CLARKSBURG | WV | 26301 | NONE | 501(C)(3) | CLOTHING ALLOWANCE | $500 | |
| HERITAGE CHRISTIAN | ||||||||
| 225 NEWTON AVENUE | BRIDGEPORT | WV | 26330 | NONE | 501(C)(3) | CLOTHING ALLOWANCE | $500 | |
| ST MARYS GRADE SCHOOL | ||||||||
| 107 EAST PIKE STREET | CLARKSBURG | WV | 26301 | NONE | 501(C)(3) | CLOTHING ALLOWANCE | $500 | |
| BRIDGEPORT MIDDLE SCHOOL | ||||||||
| 413 JOHNSON AVENUE | BRIDGEPORT | WV | 26330 | NONE | 501(C)(3) | CLOTHING ALLOWANCE | $500 | |
| LUMBERPORT MIDDLE SCHOOL | ||||||||
| ROUTE 1 BOX 2 | LUMBERPORT | WV | 26386 | NONE | 501(C)(3) | CLOTHING ALLOWANCE | $500 | |
| MOUNTAINEER MIDDLE SCHOOL | ||||||||
| 2 MOUNTAINEER DRIVE | CLARKSBURG | WV | 26301 | NONE | 501(C)(3) | CLOTHING ALLOWANCE | $500 | |
| SOUTH HARRISON MIDDLE SCHOOL | ||||||||
| RT 1 BOX 58-B | LOST CREEK | WV | 26385 | NONE | 501(C)(3) | COTHING ALLOWANCE | $500 | |
| WASHINGTON IRVING MIDDLE SCHOOL | ||||||||
| 443 LEE AVENUE | CLARKSBURG | WV | 26301 | NONE | 501(C)(3) | CLOTHING ALLOWANCE | $500 | |
| LIBERTY HIGH SCHOOL | ||||||||
| ONE MOUNTAINEER DRIVE | CLARKSBURG | WV | 26301 | NONE | 501(C)(3) | CLOTHING ALLOWANCE | $500 | |
| LINCOLN HIGH SCHOOL | ||||||||
| ROUTE 1 BOX 300 | SHINNSTON | WV | 26431 | NONE | 501(C)(3) | CLOTHING ALLOWANCE | $500 | |
| ROBERT C BYRD HIGH SCHOOL | ||||||||
| ONE EAGLE WAY | CLARKSBURG | WV | 26301 | NONE | 501(C)(3) | CLOTHING ALLOWANCE | $500 | |
| SOUTH HARRISON HIGH SCHOOL | ||||||||
| ROUTE 1 BOX 58 | LOST CREEK | WV | 26385 | NONE | 501(C)(3) | CLOTHING ALLOWANCE | $500 | |
| UNITED TECHNICAL CENTER | ||||||||
| ROUTE 3 BOX 43-C | CLARKSBURG | WV | 26301 | NONE | 501(C)(3) | CLOTHING ALLOWANCE | $500 | |
| ALTERNATIVE LEARNING CENTER | ||||||||
| RT 3 BOX 43 B | CLARKSBURG | WV | 26301 | NONE | 501(C)(3) | CLOTHING ALLOWANCE | $500 | |
| LINCOLN HIGH SCHOOL | ||||||||
| ONE MOUNTAINEER DRIVE | CLARKSBURG | WV | 26301 | NONE | 501(C)(3) | HELP UNDERPRIVILEGED | $2,000 | |
| THE BENEDUM BRASS | ||||||||
| 61 OVERLOOK DRIVE | BRIDGEPORT | WV | 26330 | NONE | 501(C)(3) | SHEET MUSIC FOR BRASS | $100 | |
| CLARKSBURG HARRISON PUBLIC LIBRARY | ||||||||
| 404 WEST PIKE STREET | CLARKSBURG | WV | 26301 | NONE | 501(C)(3) | TEEN ROOM CONTRUCTION | $7,250 | |
| LIFE CHOICE PREGNANCY RESOURCE CTR | ||||||||
| 515 1/2 WEST PIKE STREET | CLARKSBURG | WV | 26301 | NONE | 501(C)(3) | EARN WHILE YOU LEARN | $130 | |
| WV JAZZ SOCIETY | ||||||||
| 426 CENTER AVENUE | WESTON | WV | 26452 | NONE | 501(C)(3) | WINTER JAZZ WEEKEND | $550 | |
| NUTTER FORT PRIMARY | ||||||||
| 1302 BUCKHANNON PIKE | NUTTER FORT | WV | 26301 | NONE | 501(C)(3) | 2 IPADS, CASES, & APPS | $2,000 | |
| 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 | $1,150 | |
| GENESIS YOUTH CRISIS CENTER | ||||||||
| PO BOX 1581 | CLARKSBURG | WV | 26302 | NONE | 501(C)(3) | 5 COMPUTERS, 2 WIRELESS | $3,000 | |
| ROBERT C BYRD HIGH SCHOOL | ||||||||
| ONE EAGLE WAY | CLARKSBURG | WV | 26301 | NONE | 501(C)(3) | BEAUTY & THE BEAST PLAY | $500 | |
| NOTRE DAME HIGH SCHOOL | ||||||||
| 127 EAST PIKE STREET | CLARKSBURG | WV | 26301 | NONE | 501(C)(3) | AV LOCKABLE RACK FOR | $353 | |
| LINCOLN HIGH SCHOOL | ||||||||
| ROUTE 1 BOX 300 | SHINNSTON | WV | 26431 | NONE | 501(C)(3) | CRAFT SUPPLIES & SNACKS FOR | $500 | |
| STEALEY ASSEMBLY OF GOD | ||||||||
| 100 NICHOLAS STREET | CLARKSBURG | WV | 26301 | NONE | 501(C)(3) | TWO BASKETBALL GOALS | $2,000 | |
| 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) | PARENT INVOLVEMENT PROJECT | $750 | |
| WEST MILFORD ELEMENTARY | ||||||||
| 226 SCHOOL STREET | WEST MILFORD | WV | 26451 | NONE | 501(C)(3) | PARENT INVOLVEMENT PROJECT | $750 | |
| SIMPSON ELEMENTARY | ||||||||
| 250 WORTHINGTON DRIVE | BRIDGEPORT | WV | 26330 | NONE | 501(C)(3) | MUSIC DEPARTMENT EQUIPMENT | $1,000 | |
| CLARKSBURG ROTARY | ||||||||
| PO BOX 108 | CLARKSBURG | WV | 26301 | NONE | 501(C)(3) | GENESIS YOUTH CENTER | $500 | |
| HARRISON COUNTY JUVENILE DRUG COURT | ||||||||
| RT 1 BOX 336 | CLARKSBURG | WV | 26301 | NONE | 501(C)(3) | TEAM BUILDING KITS, FOOD, & | $1,000 | |
| HERITAGE CHRISTIAN | ||||||||
| 225 NEWTON AVENUE | BRIDGEPORT | WV | 26330 | NONE | 501(C)(3) | TUITION ASSISTANCE & | $5,000 | |
| HARRISON COUNTY SCHOOLS | ||||||||
| ONE EAGLE WAY | CLARKSBURG | WV | 26301 | NONE | 501(C)(3) | PURCHASE CAMERAS & TRIPODS | $2,350 | |
| ALLOHAK COUNCIL | ||||||||
| 1340 JULIANA STREET | PARKERSBURG | WV | 26101 | NONE | 501(C)(3) | CUB SCOUNT DAY CAMP | $1,000 | |
| CLARKSBURG LIONS | ||||||||
| 313 WORLEY AVENUE | CLARKSBURG | WV | 26301 | NONE | 501(C)(3) | CHILDREN'S EYE SCREENING | $5,875 | C/O AL COX |
| JESUS FEST WV | ||||||||
| PO BOX 4427 | CLARKSBURG | WV | 263024427 | NONE | 501(C)(3) | INFLATABLE GAMES FOR | $1,000 | |
| HARRISON COUNTY CHILD ADVOCACY CENT | ||||||||
| 427 W PIKE STREET STE 6 | CLARKSBURG | WV | 263012774 | NONE | 501(C)(3) | RENOVATION PROJECT - | $7,200 | |
| NUTTER FORT ELEMENTARY | ||||||||
| 1302 BUCKHANNON PIKE | NUTTER FORT | WV | 26301 | NONE | 501(C)(3) | LEADER IN ME TRAINING | $1,000 | |
| HARRISON COUNTY YMCA | ||||||||
| PO BOX 688 | CLARKSBURG | WV | 26301 | NONE | 501(C)(3) | ASSISTANCE FOR CHILDREN TO | $2,000 | |
| ROBERT C BYRD HIGH SCHOOL | ||||||||
| ONE EAGLE WAY | CLARKSBURG | WV | 26301 | NONE | 501(C)(3) | TRIP TO AB COLLEGE & BUSCH | $290 | |
| ST JAMES THE APOSTLE | ||||||||
| 2107 PRIDE AVENUE | CLARKSBURG | WV | 26330 | NONE | 501(C)(3) | RELIGIOUS PROGRAM - BOOKS, | $5,000 | |
| ROBERT C BYRD HIGH SCHOOL | ||||||||
| ONE EAGLE WAY | CLARKSBURG | WV | 26301 | NONE | 501(C)(3) | SEND CHOIR MEMBERS TO CAMP | $1,500 | |
| CLARKSBURG BOARD OF PARK COMMISSION | ||||||||
| 222 WEST MAIN STREET | CLARKSBURG | WV | 26301 | NONE | 501(C)(3) | PORTABLE AQUATIC LIFT FOR | $5,800 | ATTN JOHN H COOPER |
| BRIDGEPORT PUBLIC LIBRARY | ||||||||
| 1200 JOHNSON AVENUE | BRIDGEPORT | WV | 26330 | NONE | 501(C)(3) | DIG INTO READING SUMMER | $500 | |
| CLARKSBURG MISSION | ||||||||
| 312 NORTH 4TH STREET | CLARKSBURG | WV | 26301 | NONE | 501(C)(3) | LAPTOPS FOR THE HOME | $2,000 | |
| HELP ON THE HORIZON | ||||||||
| 714 LAWMAN AVENUE | BRIDGEPORT | WV | 26330 | NONE | 501(C)(3) | BACKPACKS / FOOD FOR | $1,000 | |
| SOUTHERN AREA LIBRARY | ||||||||
| PO BOX 282 | LOST CREEK | WV | 26385 | NONE | 501(C)(3) | DIG INTO READING SUMMER | $500 | ATTN DIANE WEST - DIRECTOR/MANAGER |
| LUMBERPORT ELEMENTARY | ||||||||
| PO BOX 417 | LUMBERPORT | WV | 26386 | NONE | 501(C)(3) | PLAYGROUND EQUIPMENT | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 94048 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments |
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $30 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $37,348 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $7,333 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $44,711 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 44711 | TotalPartXVIA |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exempt Prps | RlnOfActyToAccomOfExemptPrps |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (32 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| TEXAS INSTRUMENTS | ||
| GENERAL ELECTRIC CO COMMON | 43798 | 46380 |
| WALT DISNEY COMPANY | 34457 | 63150 |
| EMERSON ELECTRIC CO | 29374 | 32724 |
| ARCHER DANIELS MIDLAND CO | ||
| APACHE CORP | 25749 | 25149 |
| HALLIBURTON CO | 19123 | 20860 |
| FRANKLIN RESOURCES | 30111 | 40806 |
| CHICAGO BRIDGE & IRON COMPANY | 7681 | 11932 |
| DEERE & CO | 25120 | 24375 |
| INTERNATIONAL BUSINESS MACHINE | 27787 | 47778 |
| ORACLE CORP | 20009 | 30710 |
| AIR PRODUCTS & CHEMICALS | 19707 | 18314 |
| BRISTOL-MYERS SQUIBB COMPANY | 10518 | 22345 |
| EXXON MOBIL CORP | 33483 | 38399 |
| COCA-COLA CO | 15779 | 24066 |
| EI DUPONT DENEMOURS & CO | 18082 | 26250 |
| GOLDMAN SACHS GROUP FLOATING R | 19735 | 21700 |
| GOOGLE INC | 27761 | 44019 |
| JP MORGAN CHASE | 19558 | 26395 |
| MCKESSON CORP | 13507 | 22900 |
| MOOG INC - CL A | 16794 | 25765 |
| NATIONAL RETAIL PROPERTIES INC | 15967 | 24080 |
| PACCAR INC | 20984 | 21464 |
| PLUM CREEK TIMBER COMPANY | 21258 | 23335 |
| ROYAL DUTCH SHELL PLC | 28362 | 25520 |
| CVS CAREMARK | 18818 | 28590 |
| DOW CHEMICAL CO | 18309 | 22519 |
| QUALCOMM INC | 26292 | 30545 |
| APPLE COMPUTER INC | 29357 | 19827 |
| BOEING CO | 21616 | 30732 |
| GENERAL MILLS INC | 19377 | 24265 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (4 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| WESMARK GOVERNMENT BOND FUND # | AT COST | 350527 | 355443 |
| WESMARK SMALL COMPANY GROWTH | AT COST | 115676 | 146923 |
| VANGUARD LT INV GRADE FD ADM | AT COST | 134824 | 151773 |
| WESMARK GROWTH FUND #549 | AT COST | 283605 | 373606 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| OTHER NON-ALLOCABLE EXPENSE - | 1273 | 1273 | 0 |
| FEDERAL TAX PAYMENT - PRIOR YE | 248 | 0 | 0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MGMT FEES-NOT SUBJE | Category |
| Amount | $7,164 | Amount |
| Net Investment Income | 7164 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | Category |
| Amount | $215 | Amount |
| Net Investment Income | 215 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments