Civic Intelligence

West Virginia Emulation Endowment Trust

990 • Fiscal year 2023 • EIN 23-7010922

Jan 01, 2023 to Dec 31, 2023 • Filed on Mar 25, 2024

Organization ProfileN/A
PO Box 919798Orlando, FL 32891-9798

(804) 273-7445

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

8th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

8th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Net Margin

89th percentile

45%

Higher net margin than 89% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

25th percentile

$36,378

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 6.0% of source-year revenue.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Asset Growth

42nd percentile

2.9%

Faster asset growth than 42% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

89th percentile

67%

Faster revenue growth than 89% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets8th percentile

Assets

Up

$9,124,401

Up $238,258 (+2.7%) from 2021

Net Assets

Up

$9,124,401

Up $238,258 (+2.7%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin89th percentile

Revenue

Up

$610,453

Up $39,873 (+7.0%) from 2021

Expenses

Up

$335,461

Up $32,507 (+11%) from 2021

Net Income

Up

$274,992

Up $7,366 (+2.8%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$10M$5.0M$0Assets 2018: $8,368,564Liabilities 2018: $0Net Assets 2018: $8,368,5642018Assets 2019: $8,359,366Liabilities 2019: $0Net Assets 2019: $8,359,3662019Assets 2021: $8,886,143Liabilities 2021: $0Net Assets 2021: $8,886,1432021Assets 2023: $9,124,401Liabilities 2023: $0Net Assets 2023: $9,124,4012023

Highlighted filing

2023

Assets$9,124,401
Liabilities$0
Net Assets$9,124,401
Open 2023 Filing

Operations Trend

Revenue Growth89th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$800K$600K$400K$200K$0-$200KRevenue 2018: $470,818Expenses 2018: $230,411Net Income 2018: $240,4072018Revenue 2019: $312,060Expenses 2019: $321,055Net Income 2019: -$8,9952019Revenue 2021: $570,580Expenses 2021: $302,954Net Income 2021: $267,6262021Revenue 2023: $610,453Expenses 2023: $335,461Net Income 2023: $274,9922023

Highlighted filing

2023

Revenue$610,453
Expenses$335,461
Net Income$274,992
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Mar 25, 2024
Return Version
2023v5.0
Gross Receipts
$754,993
Mission and Program Overview

Mission

Support of specified educational institutions

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$8,869,057$9,124,401▲ $255,344
Investments in Publicly Traded Securities$8,478,779$8,813,250▲ $334,471
Savings and Temporary Cash Investments$384,145$307,474▼ $76,671
Cash and Non-Interest-Bearing Accounts$6,133$3,677▼ $2,456
Total Assets$8,869,057$9,124,401▲ $255,344
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$8,869,057$9,124,401▲ $255,344
Total Liabilities and Net Assets / Fund Balance$8,869,057$9,124,401▲ $255,344
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleBaseTotal
-Trustee$36,378$36,378
Revenue and Support

Revenue Composition

Contributions and Grants
$326,233
Program Service Revenue
$0
Investment Income
$284,220
Other Revenue
$0
All Other Contributions
$326,233
Change in Net Assets
$274,992
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$295,300
Salaries, Compensation, and Employee Benefits$36,378
Other Expenses$3,783
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$295,300--$295,300
Current Officers, Directors, Trustees, and Key Employees$18,189$18,189-$36,378
Other Expenses-$2,483-$2,483
Fees for Services Accounting-$1,300-$1,300
Total Functional Expenses$313,489$21,972$0$335,461
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of CharlestonCharleston, WV501(c)(3)Scholarship Awards for Students Attending University of Charleston$59,000
Wvu FoundationMorgantown, WV501(c)(3)Scholarship Awards for Students Attending Wvu - Institute of Technology$58,250
Wheeling UniversityWheeling, WV501(c)(3)Scholarship Awards for Students Attending Wheeling Jesuit University$23,000
Washington & Lee UniversityLexington, VA501(c)(3)Scholarship Awards for Students Attending Washington & Lee University$22,700
Randolph CollegeLynchburg, VA501(c)(3)Scholarship Awards for Students Attending Randolph College$22,000
Davis & Elkins CollegeElkins, WV501(c)(3)Scholarship Awards for Students Attending Davis & Elkins College$20,500
Bethany CollegeBethany, WV501(c)(3)Scholarship Awards for Students Attending Bethany College$16,500
Wv School of Osteopathic MedLewisburg, WV501(c)(3)Scholarship Awards for Students Attending West Virginia University West Virginia University Health Sciences$16,400
Wv Wesleyan CollegeBuckhannon, WV501(c)(3)Scholarship Awards for Students Attending W Va Wesleyan College$14,600
Marshall UniversityHuntington, WV501 (c)(3)Scholarship Awards for Students Attending Marshall University$12,750
University of Notre DameNotre Dame, IN501(c)(3)Scholarship Awards for Students Attending University of Notre Dame$11,000
Wittenberg UniversitySpringfield, OH501(c)(3)Scholarship Awards for Students Attending Wittenberg University$11,000
West Virginia State University FoundationInstitute, WV501(c)(3)Scholarship Awards for Students Attending West Virginia University$7,600
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

“The institutional trustee does not hold meetings”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“The institutional trustee does not hold meetings”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“Truist 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 19

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Wv Emulation Endowment Trust
EIN
23-7010922
Phone
8042737445
Address
PO BOX 919798, ORLANDO, FL 32891-9798

Signing Officer

Name
Truist Bank
Title
Director
Phone
8042737445
Signed
2024-03-25
Discuss with paid preparer
Yes

Organization Details

Formed
1969
Legal Domicile
Wv
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Ernst & Young US Llp
Address
40 WESTMINSTER ST STE 800, PROVIDENCE, RI 02903
Preparer
Richard Raleigh
Phone
4014573839
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“2022 Transactions Posted in 2023 of $11,658; 2023 Transactions Posted in 2024 of ($31,302), Mutual Fund Earnings of ($2) and Rounding of ($2).”

Raw XML AppendixShowing 400 of 787 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0SUPPORT OF SPECIFIED EDUCATIONAL INSTITUTIONS
IRS990/AllOtherContributionsAmt0326233
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0TRUIST BANK
IRS990/BooksInCareOfDetail/PhoneNum08042737445
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0P O BOX 919798
IRS990/BooksInCareOfDetail/USAddress/CityNm0ORLANDO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd032891
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt08869057
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt09124401
IRS990/CashNonInterestBearingGrp/BOYAmt06133
IRS990/CashNonInterestBearingGrp/EOYAmt03677
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt018189
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt018189
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt036378
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0326233
IRS990/CYGrantsAndSimilarPaidAmt0295300
IRS990/CYInvestmentIncomeAmt0284220
IRS990/CYOtherExpensesAmt03783
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0274992
IRS990/CYSalariesCompEmpBnftPaidAmt036378
IRS990/CYTotalExpensesAmt0335461
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0610453
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0FINANCIAL SUPPORT FOR SPECIFIED EDUCATIONAL INSTITUTIONS
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExcsTaxSect4951Or4952Or4953Ind0false
IRS990/ExpenseAmt0313489
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01300
IRS990/FeesForServicesAccountingGrp/TotalAmt01300
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.0
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0TRUIST BANK
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt036378
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01969
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt025452
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantAmt0295300
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0295300
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0295300
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0169992
IRS990/GrossReceiptsAmt0754993
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0258768
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0258768
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt08478779
IRS990/InvestmentsPubTradedSecGrp/EOYAmt08813250
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WV
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0144540
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
IRS990/MissionDesc0SUPPORT OF SPECIFIED EDUCATIONAL INSTITUTIONS
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt08869057
IRS990/NetAssetsOrFundBalancesEOYAmt09124401
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt025452
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt025452
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-19648
IRS990/OtherExpensesGrp/Desc0FOREIGN TAXES PAID
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02483
IRS990/OtherExpensesGrp/TotalAmt02483
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0TRUIST BANK
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0223700
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0344950
IRS990/PYInvestmentIncomeAmt0141317
IRS990/PYOtherExpensesAmt04102
IRS990/PYRevenuesLessExpensesAmt0-20406
IRS990/PYSalariesCompEmpBnftPaidAmt036371
IRS990/PYTotalExpensesAmt0385423
IRS990/PYTotalRevenueAmt0365017
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0274992
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0384145
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0307474
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt00
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt00
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt00
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt00
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt00
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt00
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt00
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE 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.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE 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
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2WOULD 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.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3WHILE 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.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCH A PART IV SEC D LINE 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1SCH A PART IV SEC D LINE 1
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2LINE 1 CONT.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3SCH A PART IV SEC D LINE 3
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt013
IRS990ScheduleA/SupportedOrganizationsTotalCnt013
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0556000842
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1540505941
IRS990ScheduleA/SupportedOrgInformationGrp/EIN2310537177
IRS990ScheduleA/SupportedOrgInformationGrp/EIN3350868188
IRS990ScheduleA/SupportedOrgInformationGrp/EIN4540505977
IRS990ScheduleA/SupportedOrgInformationGrp/EIN5550356985
IRS990ScheduleA/SupportedOrgInformationGrp/EIN6550357021
IRS990ScheduleA/SupportedOrgInformationGrp/EIN7550357039
IRS990ScheduleA/SupportedOrgInformationGrp/EIN8550357056
IRS990ScheduleA/SupportedOrgInformationGrp/EIN9556019228
IRS990ScheduleA/SupportedOrgInformationGrp/EIN10510163180
IRS990ScheduleA/SupportedOrgInformationGrp/EIN11550394213
IRS990ScheduleA/SupportedOrgInformationGrp/EIN12556017181
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd1true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd2true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd3true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd4true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd5true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd6true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd7true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd8true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd9true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd10true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd11true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd12true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd05
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd12
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd22
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd32
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd42
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd52
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd62
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd77
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd82
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd97
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd105
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd112
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd125
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt30
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt40
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt50
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt60
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt70
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt80
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt90
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt100
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt110
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt120
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt012750
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt122000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt211000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt311000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt422700
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt516500
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt620500
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt759000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt814600
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt97600
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt1016400
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt1123000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt1258250
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0MARSHALL UNIVERSITY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1RANDOLPH COLLEGE
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2WITTENBERG UNIVERSITY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt3UNIVERSITY OF NOTRE DAME
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt4WASHINGTON & LEE UNIV
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt5BETHANY COLLEGE
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt6DAVIS & ELKINS COLLEGE
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt7UNIVERSITY OF CHARLESTON
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt8WV WESLEYAN COLLEGE
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt9WEST VIRGINIA STATE UNIVERSITY FDN
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt10WV SCHOOL OF OSTEOPATHIC MED
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt11WHEELING UNIVERSITY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt12WVU FOUNDATION
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0295300
IRS990ScheduleA/TrustIntegralPartTestInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt022000
IRS990ScheduleI/RecipientTable/CashGrantAmt111000
IRS990ScheduleI/RecipientTable/CashGrantAmt211000
IRS990ScheduleI/RecipientTable/CashGrantAmt322700
IRS990ScheduleI/RecipientTable/CashGrantAmt416500
IRS990ScheduleI/RecipientTable/CashGrantAmt520500
IRS990ScheduleI/RecipientTable/CashGrantAmt659000
IRS990ScheduleI/RecipientTable/CashGrantAmt714600
IRS990ScheduleI/RecipientTable/CashGrantAmt87600
IRS990ScheduleI/RecipientTable/CashGrantAmt916400
IRS990ScheduleI/RecipientTable/CashGrantAmt1023000
IRS990ScheduleI/RecipientTable/CashGrantAmt1112750
IRS990ScheduleI/RecipientTable/CashGrantAmt1258250
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc5501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc6501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc7501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc8501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc9501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc10501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc11501 (C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc12501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SCHOLARSHIP AWARDS FOR STUDENTS ATTENDING RANDOLPH COLLEGE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1SCHOLARSHIP AWARDS FOR STUDENTS ATTENDING WITTENBERG UNIVERSITY
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2SCHOLARSHIP AWARDS FOR STUDENTS ATTENDING UNIVERSITY OF NOTRE DAME
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3SCHOLARSHIP AWARDS FOR STUDENTS ATTENDING WASHINGTON & LEE UNIVERSITY
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4SCHOLARSHIP AWARDS FOR STUDENTS ATTENDING BETHANY COLLEGE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5SCHOLARSHIP AWARDS FOR STUDENTS ATTENDING DAVIS & ELKINS COLLEGE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6SCHOLARSHIP AWARDS FOR STUDENTS ATTENDING UNIVERSITY OF CHARLESTON
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt7SCHOLARSHIP AWARDS FOR STUDENTS ATTENDING W VA WESLEYAN COLLEGE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt8SCHOLARSHIP AWARDS FOR STUDENTS ATTENDING WEST VIRGINIA UNIVERSITY
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt9SCHOLARSHIP AWARDS FOR STUDENTS ATTENDING WEST VIRGINIA UNIVERSITY WEST VIRGINIA UNIVERSITY HEALTH SCIENCES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt10SCHOLARSHIP AWARDS FOR STUDENTS ATTENDING WHEELING JESUIT UNIVERSITY
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt11SCHOLARSHIP AWARDS FOR STUDENTS ATTENDING MARSHALL UNIVERSITY
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt12SCHOLARSHIP AWARDS FOR STUDENTS ATTENDING WVU - INSTITUTE OF TECHNOLOGY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0RANDOLPH COLLEGE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1WITTENBERG UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2UNIVERSITY OF NOTRE DAME
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3WASHINGTON & LEE UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4BETHANY COLLEGE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5DAVIS & ELKINS COLLEGE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6UNIVERSITY OF CHARLESTON
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt7WV WESLEYAN COLLEGE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt8WEST VIRGINIA STATE UNIVERSITY FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt9WV SCHOOL OF OSTEOPATHIC MED
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt10WHEELING UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt11MARSHALL UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt12WVU FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0161654111
IRS990ScheduleI/RecipientTable/RecipientEIN1310537177
IRS990ScheduleI/RecipientTable/RecipientEIN2350868188
IRS990ScheduleI/RecipientTable/RecipientEIN3540505977
IRS990ScheduleI/RecipientTable/RecipientEIN4550356985
IRS990ScheduleI/RecipientTable/RecipientEIN5550357021
IRS990ScheduleI/RecipientTable/RecipientEIN6550357039
IRS990ScheduleI/RecipientTable/RecipientEIN7550357056
IRS990ScheduleI/RecipientTable/RecipientEIN8556019228

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,124,401
Liabilities
$0
Net assets
$9,124,401
Revenue
$610,453
Expenses
$335,461
Net income
$274,992
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$9.12$0.00$9.12$0.61$0.34$0.27
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.89$0.00$8.89$0.57$0.30$0.27
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.36$0.00$8.36$0.31$0.32$0.01
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.37$0.00$8.37$0.47$0.23$0.24