Civic Intelligence

Trust UW Forrest Garrison

990PF • Fiscal year 2022 • EIN 55-6013642

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 15, 2023

Organization Profile
United Bank Trustee PO Box 393Charleston, WV 25322-0393

(304) 343-4188

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

4th percentile

-219%

Higher net margin than 4% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

53rd percentile

$22,022

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 61.9% of source-year revenue.

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

31st percentile

-4.8%

Faster asset growth than 31% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

7th percentile

-68%

Faster revenue growth than 7% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$1,570,706

Down $78,426 (-4.8%) from 2021

Net Assets

Down

$1,570,706

Down $78,426 (-4.8%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin4th percentile

Revenue

Down

$35,582

Down $76,689 (-68%) from 2021

Expenses

Up

$113,412

Up $15,408 (+16%) from 2021

Net Income

Down

-$77,830

Down $92,097 (-646%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,622,661Liabilities 2011: $02011Assets 2012: $1,642,340Liabilities 2012: $02012Assets 2013: $1,684,519Liabilities 2013: $02013Assets 2014: $1,740,278Liabilities 2014: $02014Assets 2015: $1,708,449Liabilities 2015: $02015Assets 2019: $1,672,186Liabilities 2019: $02019Assets 2020: $1,635,434Liabilities 2020: $0Net Assets 2020: $1,635,4342020Assets 2021: $1,649,132Liabilities 2021: $0Net Assets 2021: $1,649,1322021Assets 2022: $1,570,706Liabilities 2022: $0Net Assets 2022: $1,570,7062022Assets 2023: $1,571,650Liabilities 2023: $12023

Highlighted filing

2022

Assets$1,570,706
Liabilities$0
Net Assets$1,570,706
Open 2022 Filing

Operations Trend

Revenue Growth7th percentile

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

$200K$100K$0-$100KRevenue 2011: $94,191Expenses 2011: $86,634Net Income 2011: $7,5572011Revenue 2012: $109,461Expenses 2012: $90,215Net Income 2012: $19,2462012Revenue 2013: $113,339Expenses 2013: $73,972Net Income 2013: $39,3672013Revenue 2014: $106,839Expenses 2014: $50,999Net Income 2014: $55,8402014Revenue 2015: $110,518Expenses 2015: $155,229Net Income 2015: -$44,7112015Revenue 2019: $121,509Expenses 2019: $96,484Net Income 2019: $25,0252019Revenue 2020: $60,213Expenses 2020: $97,415Net Income 2020: -$37,2022020Revenue 2021: $112,271Expenses 2021: $98,004Net Income 2021: $14,2672021Revenue 2022: $35,582Expenses 2022: $113,412Net Income 2022: -$77,8302022Revenue 2023: $79,758Expenses 2023: $123,442Net Income 2023: -$43,6842023

Highlighted filing

2022

Revenue$35,582
Expenses$113,412
Net Income-$77,830
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
UNITED BANKTrustee-$22,022-$22,022
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantBOROUGH OF SHICKSHINNEY PAGENERAL SUPPORT OF CITIZENS OF SHICKSHINNEYPUBLICSHICKSHINNEY, PA, US$86,458
Filing and Contact Details

Filer

Filer Name
Trust Uw Forrest Garrison
EIN
55-6013642
Address
UNITED BANK TRUSTEE PO BOX 393, CHARLESTON, WV 25322-0393

Signing Officer

Name
Zach Mccoy
Title
Trustee
Phone
3043438400
Signed
2023-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Brown Edwards & Company Llp
Address
707 VIRGINIA STREET EAST SUITE 300, CHARLESTON, WV 25301
Preparer
Kelli Vance
Phone
3043434188
Raw XML Appendix366 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.

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GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0FEES PAID TO THE TRUSTEE, UNITED NATIONAL BANK, ARE ALLOCATED 5% TO GRANTS MADE TO THE TRUST'S SOLE BENEFICIARY, THE BOROUGH OF SHICKSHINNEY, PENNSYLVANIA, BASED ON AN ESTIMATE OF TIME INVOLVED AND GENERAL OVERHEAD ATTRIBUTABLE TO DEALING WITH THE BENEFICIARY, HANDLING DISTRIBUTIONS TO A BANK IN SHICKSHINNEY FOR THE BENEFIT OF THE BOROUGH, DETERMINING THE AMOUNT OF THE DISTRIBUTION AND THE AMOUNT TO BE ADDED TO PRINCIPAL IN ACCORDANCE WITH THE TRUST INSTRUMENT, AND OTHER RELATED DUTIES.
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt1THIS TRUST WAS ESTABLISHED UNDER THE WILL OF FOREST L. GARRISON, WHO DIED IN 1934. THIS WILL PROVIDES THAT 80% OF THE NET INCOME OF THE TRUST SHALL BE DISTRIBUTED ANNUALLY TO THE BOROUGH OF SCHICKSHINNEY, PENNSYLVANIA, AND THAT THE REMAINING 20% OF NET INCOME SHALL BE ADDED TO THE PRINCIPAL OF THE TRUST.SUBSECTION 10(1)(3) OF THE TAX REFORM ACT OF 1969 PROVIDES THAT:IN THE CASE OF ORGANIZATIONS ORGANIZED BEFORE MAY 27, 1969, SECTION 4942 SHALL **** (B) NOT APPLY TO AN ORGANIZATION TO THE EXTENT ITS INCOME IS REQUIRED TO BE ACCUMULATED PURSUANT TO THE MANDATORY TERMS (AS IN EFFECT OF MAY 28, 1969 AND AT ALL TIMES THEREAFTER) OF AN INSTRUMENT EXECUTED BEFORE MAY 27, 1969 WITH RESPECT TO THE TRANSFER OF INCOME PRODUCING PROPERTY TO SUCH ORGANIZATION. ****. WITH RESPECT TO TAXABLE YEARS BEGINNING AFTER DECEMBER 31, 1971, SUBPARAGRAPH (B) **** SHALL APPLY ONLY DURING THE PENDENCY OF ANY JUDICIAL PROCEEDING BY THE PRIVATE FOUNDATION WHICH IS NECESSARY TO REFORM OR TO EXCUSE SUCH FOUNDATION FROM COMPLIANCE WITH, ITS GOVERNING INSTRUMENT **** AND IN THE CASE OF SUBPARAGRAPH (B) FOR ALL PERIODS AFTER THE TERMINATION OF SUCH JUDICIAL PROCEEDING DURING WHICH THE GOVERNING INSTRUMEENT OR ANY OTHER INSTRUMENT DOES NOT PERMIT COMPLIANCE WITH SUCH PROVISIONS.A JUDICIAL PROCEEDING WAS INSTITUTED IN 1971 IN THE CIRCUIT COURT OF KANAWHA COUNTY, WEST VIRGINIA, TO REFORM THE TERMS OF THE GARRISON TRUST. THE COURT DENIED THE TRUSTEE PERMISSION TO AMEND THE WILL TO ELIMINATE THE PROVISIONS REQUIRING THE RETENTION AND REINVESTMENT OF TWENTY PERCENT OF THE INCOME FROM THE TRUST ESTATE. A COPY OF THE DECREE OF THE CIRCUIT COURT OF KANAWHA COUNTY WAS ATTACHED TO THE RETURN FILED FOR THE TRUST ON FORM 5227 FOR THE YEAR 1977.ACCORDINGLY, TRUST U/W FOREST L. GARRISON IS NOT SUBJECT TO THE TAX IMPOSED BY SECTION 4942 FOR THE YEAR BECAUSE OF CALCULATING ITS REQUIRED DISTRIBUTIONS BASED ON 80% OF IT'S INCOME AS OPPOSED TO 100%.A COURT ORDER ENTERED ON AY 12, 2017 (DISCUSSED IN MORE DETAIL IN THE ATTACHMENT TO PART VII-A TO THE 2017 RETURN) MADE SOME ADDITIONAL MODIFICATIONS TO THE TRUST, BUT NONE THAT MODIFY THE 1977 COURT DECREE.
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IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt026981
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01649132
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01570706
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01791876
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01649132
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01570706
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01649132
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01570706
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt059116
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt047648
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt047705
IRS990PF/InitialReturnFormerPubChrtyInd0X
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01980290
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt040554
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01939736
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt029704
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt097529
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01950586
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01980290
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt022022
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0UNITED BANK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 393
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CHARLESTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0WV
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0253220393
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt087559
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt087559
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0UNITED BANK TRUST DEPARTMENT
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0UNITED CENTER
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CHARLESTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WV
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd025301
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WV
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum03043488400
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt086458
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT OF CITIZENS OF SHICKSHINNEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BOROUGH OF SHICKSHINNEY PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt035 W UNION STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SHICKSHINNEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd018655
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt086458
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01616
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt085943
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt077793
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt087559
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt076177
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt085943
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0596
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ADJ FOR ACC. INC.
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0682
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0682
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ZACH MCCOY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03043438400
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRUST UW FORREST GARRISON
ReturnHeader/Filer/BusinessNameControlTxt0FORE
ReturnHeader/Filer/EIN0556013642
ReturnHeader/Filer/USAddress/AddressLine1Txt0UNITED BANK TRUSTEE PO BOX 393
ReturnHeader/Filer/USAddress/CityNm0CHARLESTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WV
ReturnHeader/Filer/USAddress/ZIPCd0253220393
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0540504608
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BROWN EDWARDS & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0707 VIRGINIA STREET EAST SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLESTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WV
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd025301
ReturnHeader/PreparerPersonGrp/PhoneNum03043434188
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KELLI VANCE
ReturnHeader/ReturnTs02023-11-15T14:50:55-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ZACH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MCCOY
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,570,706
Liabilities
$0
Net assets
$1,570,706
Revenue
$35,582
Expenses
$113,412
Net income
-$77,830
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$1.57$0.00$0.08$0.12$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.04$0.11$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.65$0.00$1.65$0.11$0.10$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.64$0.00$1.64$0.06$0.10$0.04
2019Summary only. Only limited summary data is available for this year.$1.67$0.00$0.12$0.10$0.03
2015Summary only. Only limited summary data is available for this year.$1.71$0.00$0.11$0.16$0.04
2014Summary only. Only limited summary data is available for this year.$1.74$0.00$0.11$0.05$0.06
2013Summary only. Only limited summary data is available for this year.$1.68$0.00$0.11$0.07$0.04
2012Summary only. Only limited summary data is available for this year.$1.64$0.00$0.11$0.09$0.02
2011Summary only. Only limited summary data is available for this year.$1.62$0.00$0.09$0.09$0.01
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • $1M-$5M nonprofits