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WEST VIRGINIA EMULATION ENDOWMENT TRUST: Form 990, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
WEST VIRGINIA EMULATION ENDOWMENT TRUST (EIN 23-7010922)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-04-16
IRS object ID
202611069349301026
Schema version
2025v4.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-04-16T14:01:42-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN346565596PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ERNST & YOUNG US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line140 WESTMINSTER ST STE 800AddressLine1Txt
CityPROVIDENCECityNm
State AbbreviationRIStateAbbreviationCd
ZIP02903ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237010922EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WV EMULATION ENDOWMENT TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWESTBusinessNameControlTxt
Phone8042737445PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 919798AddressLine1Txt
CityORLANDOCityNm
State AbbreviationFLStateAbbreviationCd
ZIP328919798ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTRUIST BANKPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone8042737445PhoneNum
Signature2026-04-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRICHARD RALEIGHPreparerPersonNm
PTINP00382844PTIN
Phone4014573839PhoneNum
Preparation2026-04-13PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1TRUIST BANKBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 919798AddressLine1Txt
CityORLANDOCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32891ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$10,319,401GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1969FormationYr
Legal Domicile StateWVLegalDomicileStateCd
Activity Or MissionSUPPORT OF SPECIFIED EDUCATIONAL INSTITUTIONSActivityOrMissionDesc
Voting Members Governing Body1VotingMembersGoverningBodyCnt
Voting Members Independent0VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$401,845PYContributionsGrantsAmt
CY Contributions Grants$13,550CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$655,720PYInvestmentIncomeAmt
CY Investment Income$796,819CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$1,057,565PYTotalRevenueAmt
CY Total Revenue$810,369CYTotalRevenueAmt
PY Grants And Similar Paid$305,300PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$375,000CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$40,507PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$42,975CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$3,260PYOtherExpensesAmt
CY Other Expenses$3,559CYOtherExpensesAmt
PY Total Expenses$349,067PYTotalExpensesAmt
CY Total Expenses$421,534CYTotalExpensesAmt
PY Revenues Less Expenses$708,498PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$388,835CYRevenuesLessExpensesAmt
Total Assets BOY$9,841,634TotalAssetsBOYAmt
Total Assets EOY$10,188,564TotalAssetsEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$9,841,634NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$10,188,564NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSUPPORT OF SPECIFIED EDUCATIONAL INSTITUTIONSMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$396,488ExpenseAmt
Grant$375,000GrantAmt
DescFINANCIAL SUPPORT FOR SPECIFIED EDUCATIONAL INSTITUTIONSDesc
Total Program Service Expenses$396,488TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Excs Tax Sect4951 Or4952 Or4953falseExcsTaxSect4951Or4952Or4953Ind
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members1GoverningBodyVotingMembersCnt
Independent Voting Member0IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyfalseMinutesOfGoverningBodyInd
Minutes Of CommitteesfalseMinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyfalseConflictOfInterestPolicyInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldWVStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TRUIST BANKBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8042737445PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 919798AddressLine1Txt
CityORLANDOCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32891ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TRUIST BANKBusinessNameLine1Txt
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hours Per Week1.0AverageHoursPerWeekRt
Institutional TrusteeYes (X)InstitutionalTrusteeInd
Reportable Comp From Org$42,975ReportableCompFromOrgAmt
Reportable Comp From Rltd Org$0ReportableCompFromRltdOrgAmt
Other Compensation$0OtherCompensationAmt
FieldValueIRS element (for citing)
Total Reportable Comp From Org$42,975TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$13,550AllOtherContributionsAmt
Total Contributions$13,550TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$365,026TotalRevenueColumnAmt
Exclusion$365,026ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$9,940,825SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$9,509,032SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$431,793SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$431,793TotalRevenueColumnAmt
Exclusion$431,793ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$810,369TotalRevenueColumnAmt
Exclusion$796,819ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$375,000TotalAmt
Program Services$375,000ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$42,975TotalAmt
Program Services$21,488ProgramServicesAmt
Management And General$21,487ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$1,000TotalAmt
Management And General$1,000ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescFOREIGN TAXES PAIDDesc
Total$2,559TotalAmt
Management And General$2,559ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$421,534TotalAmt
Program Services$396,488ProgramServicesAmt
Management And General$25,046ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$635,712BOYAmt
EOY$226,659EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$9,205,922BOYAmt
EOY$9,961,905EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$9,841,634BOYAmt
EOY$10,188,564EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$9,841,634BOYAmt
EOY$10,188,564EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$9,841,634BOYAmt
EOY$10,188,564EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$9,841,634BOYAmt
EOY$10,188,564EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$388,835ReconcilationRevenueExpnssAmt
Other Changes In Net Assets-$41,905OtherChangesInNetAssetsAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
Acct Compile Or Review BasisAcctCompileOrReviewBasisGrp
FS AuditedfalseFSAuditedInd
FS Audited BasisFSAuditedBasisGrp
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type3 Non FuncYes (X)SupportingOrgType3NonFuncInd
Supported Organizations13SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp (13 entries)

EINEINOrganization TypeOrganizationTypeCdGoverning Document ListedGoverningDocumentListedIndSupportSupportAmtOther SupportOtherSupportAmt
MARSHALL UNIVERSITY
5560008425Yes (true)$20,400$0
RANDOLPH COLLEGE
5405059412Yes (true)$26,000$0
WITTENBERG UNIVERSITY
3105371772Yes (true)$13,000$0
UNIVERSITY OF NOTRE DAME
3508681882Yes (true)$13,000$0
WASHINGTON & LEE UNIV
5405059772Yes (true)$26,800$0
BETHANY COLLEGE
5503569852Yes (true)$19,500$0
DAVIS & ELKINS COLLEGE
5503570212Yes (true)$24,300$0
UNIVERSITY OF CHARLESTON
5503570397Yes (true)$69,700$0
WV WESLEYAN COLLEGE
5503570562Yes (true)$17,300$0
WEST VIRGINIA STATE UNIVERSITY FDN
5560192287Yes (true)$9,000$0
WV SCHOOL OF OSTEOPATHIC MED
5101631805Yes (true)$44,700$0
WHEELING UNIVERSITY
5503942132Yes (true)$27,200$0
WVU FOUNDATION
5560171815Yes (true)$64,100$0
FieldValueIRS element (for citing)
Supported Organizations Total13SupportedOrganizationsTotalCnt
Support Sum$375,000SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (true)ListedByNameGoverningDocInd
Suprt Org No IRS DeterminationfalseSuprtOrgNoIRSDeterminationInd
Supported Org Section C456falseSupportedOrgSectionC456Ind
Supported Org Not Organized USfalseSupportedOrgNotOrganizedUSInd
Organization Change Suprt OrgfalseOrganizationChangeSuprtOrgInd
Support Non Supported OrgfalseSupportNonSupportedOrgInd
Payment Substantial ContribtrfalsePaymentSubstantialContribtrInd
Loan Disqualified PersonfalseLoanDisqualifiedPersonInd
Controlled Disqualified PrsnfalseControlledDisqualifiedPrsnInd
Disqualified Prsn Controll IntfalseDisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr IntfalseDisqualifiedPrsnOwnrIntInd
Excess Business Holdings RulesYes (true)ExcessBusinessHoldingsRulesInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Contribution ControllerfalseContributionControllerInd
Contribution FamilyfalseContributionFamilyInd
Contribution35 ControlledfalseContribution35ControlledInd

Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp

FieldValueIRS element (for citing)
Timely Provided DocumentsYes (true)TimelyProvidedDocumentsInd
Officers Close RelationshipfalseOfficersCloseRelationshipInd
Supported Org Voice InvestmentYes (true)SupportedOrgVoiceInvestmentInd
FieldValueIRS element (for citing)
Trust Integral Part TestYes (X)TrustIntegralPartTestInd

Adjusted Net Income AdjustedNetIncomeGrp

Net ST Capital Gain Adj Net Incm NetSTCapitalGainAdjNetIncmGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt

Recoveries PY Distributions RecoveriesPYDistributionsGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt

Other Gross Income OtherGrossIncomeGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt

Adjusted Gross Income AdjustedGrossIncomeGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt

Production Income ProductionIncomeGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt

Total Adjusted Net Income TotalAdjustedNetIncomeGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt

Minimum Asset Amount MinimumAssetAmountGrp

Average Monthly FMV Of Sec AverageMonthlyFMVOfSecGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt

Average Monthly Cash Balances AverageMonthlyCashBalancesGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt

FMV Other Non Exempt Use Asset FMVOtherNonExemptUseAssetGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt

Total FMV Of Non Exempt Use Asset TotalFMVOfNonExemptUseAssetGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt
FieldValueIRS element (for citing)
Discount Claimed$0DiscountClaimedAmt

Acquisition Indebtedness AcquisitionIndebtednessGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt

Adjusted FMV Less Indebtedness AdjustedFMVLessIndebtednessGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt

Cash Deemed Charitable CashDeemedCharitableGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt

Net Vl Non Exempt Use Assets NetVlNonExemptUseAssetsGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt

Pct Of Net Vl Non Exempt Use Ast PctOfNetVlNonExemptUseAstGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt

Recoveries PY Distri Min Asset RecoveriesPYDistriMinAssetGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt

Total Minimum Asset TotalMinimumAssetGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
CY Adj Net Income Distributable$0CYAdjNetIncomeDistributableAmt
CY Pct85 Adjusted Net Income$0CYPct85AdjustedNetIncomeAmt
CY Total Min Ast Distributable$0CYTotalMinAstDistributableAmt
CY Greater Adjusted Minimum$0CYGreaterAdjustedMinimumAmt
CY Income Tax Imposed PY$0CYIncomeTaxImposedPYAmt
CY Distributable As Adjusted$0CYDistributableAsAdjustedAmt

Distributions DistributionsGrp

FieldValueIRS element (for citing)
CY Paid Accomplish Exempt Prps$0CYPaidAccomplishExemptPrpsAmt
CY Pd In Excess Income Activity$0CYPdInExcessIncomeActivityAmt
CY Administrative Expense Paid$0CYAdministrativeExpensePaidAmt
Exempt Use Assets Acquis Paid$0ExemptUseAssetsAcquisPaidAmt
Qualified Set Aside$0QualifiedSetAsideAmt
CY Total Annual Distributions$0CYTotalAnnualDistributionsAmt
CY Distri Attentive Suprt Org$0CYDistriAttentiveSuprtOrgAmt
CY Distributable As Adjusted$0CYDistributableAsAdjustedAmt
CY Distribution Yr0CYDistributionYrRt

Distribution Allocations DistributionAllocationsGrp

FieldValueIRS element (for citing)
CY Distributable As Adjusted$0CYDistributableAsAdjustedAmt
Underdistributions$0UnderdistributionsAmt
Excess Distribution Cyov Yr5$0ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$0ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$0ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$0ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Cyov Applied Underdistri PY$0CyovAppliedUnderdistriPYAmt
Cyov Applied Underdistr CPY$0CyovAppliedUnderdistrCPYAmt
Carryover PY Not Applied$0CarryoverPYNotAppliedAmt
Excess Distribution Cyov$0ExcessDistributionCyovAmt
CY Total Annual Distributions$0CYTotalAnnualDistributionsAmt
CY Distrib App Underdistri PY$0CYDistribAppUnderdistriPYAmt
Excess Distribution$0ExcessDistributionAmt
Remaining Underdistri PY$0RemainingUnderdistriPYAmt
Remaining Underdistri CY$0RemainingUnderdistriCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Year5$0ExcessFromYear5Amt
Excess From Year4$0ExcessFromYear4Amt
Excess From Year3$0ExcessFromYear3Amt
Excess From Year2$0ExcessFromYear2Amt
Excess From Year1$0ExcessFromYear1Amt

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
LINE 1TRUST WAS IN EXISTENCE ON NOV 20, 1970, HAS CONTINUOUSLY SUPPORTED EDUCATIONAL ORGANIZATIONS SINCE NOV 20, 1970 AND HAS MAINTAINED CONTINUOUS RELATIONSHIP WITH EDUCATIONAL ORGANIZATIONS SINCE INCEPTION
SCH A PART IV SEC D LINE 1THE TRUST WAS ESTABLISHED BEFORE 11/20/1970 AND DID NOT RECEIVE ANY ADDITIONAL CONTRIBUTIONS, GRANTS, REQUESTS, OR OTHER TRANSFERS ON OR AFTER THAT DATE. THE GOVERNING INSTRUMENT REQUIRES THE TRUST TO DISTRIBUTE ALL OF THE NET INCOME TO A DESIGNATED PUBLIC CHARITY AND THE TRUSTEE HAS NOT DISCRETION TO VARY THE BENEFICIARIES OR THE AMOUNTS PAYABLE TO THE BENEFICIARIES. THE TRUSTEE, NONE OF WHICH
LINE 1 CONT.WOULD BE DISQUALIFIED PERSONS TO THIS TRUST, MAKES ANNUAL WRITTEN REPORTS TO THE SUPPORTED ORGANIZATION WITH RESPECT TO SUCH TRUST SETTING FORTH A DESCRIPTION OF THE ASSETS OF THE TRUST INCLUDING A DETAILED LIST OF THE INCOME PRODUCED.
SCH A PART IV SEC D LINE 2THE TRUST MAINTAINS A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH THE SUPPORTED ORGANIZATION BY HAVING MEETINGS ABOUT INVESTMENTS AND GENERAL OPERATIONS OF THE TRUST, DISBURSING FUNDS ONLY TO QUALIFYING CHARITABLE ORGANIZATION AS DIRECTED BY THE TRUST GOVERNING INSTRUMENT TO BE USED ONLY IN ACCORDANCE WITH THE GOVERNING INSTRUMENT AND PROVIDING STATEMENTS OF THE TRUST ACTIVITIES.
SCH A PART IV SEC D LINE 3WHILE THE SUPPORTED ORGANIZATION RELIES ON THE EXPERIENCE AND EXPERTISE OF THE INSTITUTIONAL TRUSTEE TO INVEST AND MANAGE THE INVESTMENTS IN THE TRUST, DUE TO THE CLOSE AND CONTINUOUS RELATIONSHIP, THE SUPPORTED ORGANIZATION HAS A SIGNIFICANT VOICE IN INVESTMENT DECISIONS.

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (13 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtValuation Method UsedValuationMethodUsedDescPurpose Of GrantPurposeOfGrantTxt
RANDOLPH COLLEGE
2500 RIVERMONT AVENUELYNCHBURGVA24503161654111501(C)(3)$26,000Book ValueSCHOLARSHIP AWARDS FOR STUDENTS ATTENDING RANDOLPH COLLEGE
WITTENBERG UNIVERSITY
P O BOX 720SPRINGFIELDOH45501310537177501(C)(3)$13,000Book ValueSCHOLARSHIP AWARDS FOR STUDENTS ATTENDING WITTENBERG UNIVERSITY
UNIVERSITY OF NOTRE DAME
400 MAIN BUILDINGNOTRE DAMEIN46556350868188501(C)(3)$13,000Book ValueSCHOLARSHIP AWARDS FOR STUDENTS ATTENDING UNIVERSITY OF NOTRE DAME
WASHINGTON & LEE UNIVERSITY
204 WEST WASHINGTON STREETLEXINGTONVA24450540505977501(C)(3)$26,800Book ValueSCHOLARSHIP AWARDS FOR STUDENTS ATTENDING WASHINGTON & LEE UNIVERSITY
BETHANY COLLEGE
P O BOX 419BETHANYWV26032550356985501(C)(3)$19,500Book ValueSCHOLARSHIP AWARDS FOR STUDENTS ATTENDING BETHANY COLLEGE
DAVIS & ELKINS COLLEGE
100 CAMPUS DRIVEELKINSWV26241550357021501(C)(3)$24,300Book ValueSCHOLARSHIP AWARDS FOR STUDENTS ATTENDING DAVIS & ELKINS COLLEGE
UNIVERSITY OF CHARLESTON
2300 MACCORKLE AVENUE SECHARLESTONWV25304550357039501(C)(3)$69,700Book ValueSCHOLARSHIP AWARDS FOR STUDENTS ATTENDING UNIVERSITY OF CHARLESTON
WV WESLEYAN COLLEGE
59 COLLEGE AVENUEBUCKHANNONWV26201550357056501(C)(3)$17,300Book ValueSCHOLARSHIP AWARDS FOR STUDENTS ATTENDING W VA WESLEYAN COLLEGE
WEST VIRGINIA STATE UNIVERSITY
P O BOX 1000INSTITUTEWV25112556019228501(C)(3)$9,000Book ValueSCHOLARSHIP AWARDS FOR STUDENTS ATTENDING WEST VIRGINIA UNIVERSITY
WV SCHOOL OF OSTEOPATHIC MED
400 LEE STREETLEWISBURGWV24901510163180501(C)(3)$44,700Book ValueSCHOLARSHIP AWARDS FOR STUDENTS ATTENDING WEST VIRGINIA SCHOOL OF OSTEOPATHIC MED
WHEELING UNIVERSITY
316 WASHINGTON STREETWHEELINGWV26003556093102501(C)(3)$27,200Book ValueSCHOLARSHIP AWARDS FOR STUDENTS ATTENDING WHEELING JESUIT UNIVERSITY
MARSHALL UNIVERSITY
400 HAL GREER BLVDHUNTINGTONWV257556021556000842501 (C)(3)$20,400Book ValueSCHOLARSHIP AWARDS FOR STUDENTS ATTENDING MARSHALL UNIVERSITY
WVU FOUNDATION
PO BOX 6021MORGANTOWNWV26506556017181501(C)(3)$64,100Book ValueSCHOLARSHIP AWARDS FOR STUDENTS ATTENDING WVU FOUNDATION PROGRAMS
FieldValueIRS element (for citing)
Total501c3 Org13Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceEXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2FormAndLineReferenceDesc
ExplanationEACH SCHOOL RECEIVING SCHOLARSHIP FUNDS PROVIDES A LISTING OF SCHOLARS, THEIR HOMETOWNS AND SCHOLARSHIP AMOUNT FOR EACH RECIPIENT.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8aTHE INSTITUTIONAL TRUSTEE DOES NOT HOLD MEETINGS
EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8bTHE INSTITUTIONAL TRUSTEE DOES NOT HOLD MEETINGS
FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEWTRUIST BANK REVIEWS THE COMPLETED FORM 990 RETURN FOR APPROVAL PRIOR TO FILING OF THE RETURN WITH THE GOVERNMENT.
FORM 990, PAGE 6, PART VI, LINE 19UPON REQUEST
EXPLANATION FOR FORM 990, PART XI, LINE 9WASH SALE COST BASIS ADJUSTMENTS OF ($15,113), 2024 SALES POSTED IN 2025 OF ($12,767), 2025 TRANSACTIONS POSTED IN 2026 OF ($28,449), 2024 TRANSACTIONS POSTED IN 2025 OF $18,072 AND RETURN OF CAPITAL ADJUSTMENT OF ($3,648).

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (13 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
MARSHALL UNIVERSITY
ONE JOHN MARSHALL DRIVEHUNTINGTONWV25755556011111UNIVERSITYWV501 (C) (3)5NAfalse
WITTENBERG UNIVERSITY
P O BOX 720SPRINGFIELDOH45501310537177SCHOOLOH501 (C) (3)2NAfalse
WEST VIRGINIA STATE UNIVERSITY FOUNDATION
P O BOX 1000INSTITUTEWV25112556019228UNIVERSITYWV501 (C) (3)7NAfalse
RANDOLPH COLLEGE
2500 RIVERMONT AVENUELYNCHBURGVA24503540505941SCHOOLVA501 (C) (3)2NAfalse
UNIVERSITY OF NOTRE DAME
400 MAIN BUILDINGNOTRE DAMEIN46556350868188SCHOOLIN501 (C) (3)2NAfalse
WASHINGTON AND LEE UNIVERSITY
204 WEST WASHINGTON STREETLEXINGTONVA24450540505977SCHOOLVA501 (C) (3)2NAfalse
BETHANY COLLEGE
P O BOX 419BETHANYWV26032550356985SCHOOLWV501 (C) (3)2NAfalse
DAVIS & ELKINS COLLEGE
100 CAMPUS DRIVEELKINSWV26241550357021SCHOOLWV501 (C) (3)2NAfalse
UNIVERSITY OF CHARLESTON
2300 MACCORKLE AVENUE SECHARLESTOWNWV25304550357039GOVERNMENT UNITWV501 (C) (3)7NAfalse
WEST VIRGINIA WESLEYAN COLLEGE
59 COLLEGE AVEBUCKHANNONWV26201550357056SCHOOLWV501 (C) (3)2NAfalse
WHEELING JESUIT UNIVERSITY
316 WASHINGTON STREETWHEELINGWV26003550394213SCHOOLWV501 (C) (3)2NAfalse
WVU FOUNDATION
P O BOX 6201MORGANTOWNWV26506556017181UNIVERSITYWV501 (C) (3)5NAfalse
WV SCHOOL OF OSTEOPATHIC MED
400 LEE STREETLEWISBURGWV24901510163180UNIVERSITYWV501 (C) (3)5NAfalse
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (13 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
RANDOLPH COLLEGE
b$26,000CASH
WITTENBERG UNIVERSITY
b$13,000CASH
UNIVERSITY OF NOTRE DAME
b$13,000CASH
WASHINGTON & LEE UNIVERSITY
b$26,800CASH
BETHANY COLLEGE
b$19,500CASH
DAVIS & ELKINS COLLEGE
b$24,300CASH
UNIVERSITY OF CHARLESTON
b$69,700CASH
WV WESLEYAN COLLEGE
b$17,300CASH
WEST VIRGINIA STATE UNIVERSITY
b$9,000CASH
WV SCHOOL OF OSTEOPATHIC MED
b$44,700CASH
WHEELING UNIVERSITY
b$27,200CASH
MARSHALL UNIVERSITY
b$20,400CASH
WVU FOUNDATION
b$64,100CASH

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