Joseph Arkwright Scholarship Fund Tr

990EZ • Fiscal year 2014 • EIN 55-6029582

Jan 01, 2014 to Dec 31, 2014 • Filed on Apr 29, 2015

Organization Profile N/A

PO Box 2907 - Trust Tax DeptWilson, NC 27894-2907

(304) 285-2361

Siviq Scores

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

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

26%

Higher net margin than 82% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

$4,600

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 43.7% of source-year revenue.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

1.2%

Faster asset growth than 49% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

20%

Faster revenue growth than 72% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet

Liabilities / Assets55th percentile

Assets

$221,257

Up $2,726 (+1.2%) from 2013

Net Assets

$221,257

Up $2,726 (+1.2%) from 2013

Liabilities

Flat

Flat from 2013

Revenue And Expenses

Liabilities / Revenue55th percentile Net Margin82nd percentile

Revenue

$10,526

Up $1,756 (+20%) from 2013

Expenses

$7,780

Up $357 (+4.8%) from 2013

Net Income

$2,746

Up $1,399 (+104%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

Highlighted filing

2014

Assets$221,257

Liabilities$0

Net Assets$221,257

Open 2014 Filing

Operations Trend

Revenue Growth72nd percentile

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

Highlighted filing

2014

Revenue$10,526

Expenses$7,780

Net Income$2,746

Open 2014 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2014 to Dec 31, 2014
Signed: Apr 29, 2015
Return Version: 2014v5.0
Gross Receipts: $17,900

Mission and Program Overview

Mission

Provide income to the loyalty permanent endowment fund of wvu alumni association for scholarship loans and/or grants

Program Services

Description	Grants	Expenses
THE LPEF OF WVU ALUMNI ASSOC FOR SCHOLARSHIP LOANS AND GRANTS	$3,105	$3,105

Compensation and Service Providers

Top Officer Pay76th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
-	Trustee	-	$4,600	-	$4,600

Filing and Contact Details

Filer

Filer Name: Joseph Arkwright Scholarship Fund
EIN: 55-6029582
Phone: 3042852361
Address: PO BOX 2907 - TRUST TAX DEPT, WILSON, NC 27894-2907

Signing Officer

Name: Branch Banking Trust Co Trustee
Title: Vice President
Phone: 3042852361
Signed: 2015-04-29

Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“FOREIGN TAXES PAID 75”

Raw XML Appendix131 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
IRS990EZ/ActivitiesNotPreviouslyRptInd	0	false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt	0	BRANCH BANKING AND TRUST COMPANY
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	3042852361
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt	0	496 HIGH ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm	0	MORGANTOWN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd	0	WV
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd	0	265055529
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	218531
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	221257
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	false
IRS990EZ/CostOrOtherBasisExpenseSaleAmt	0	7374
IRS990EZ/DonorAdvisedFndsInd	0	false
IRS990EZ/EngagedInExcessBenefitTransInd	0	false
IRS990EZ/ExcessOrDeficitForYearAmt	0	2746
IRS990EZ/FiledScheduleAInd	0	true
IRS990EZ/ForeignFinancialAccountInd	0	false
IRS990EZ/ForeignOfficeInd	0	false
IRS990EZ/Form1120PolFiledInd	0	false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	218531
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	221257
IRS990EZ/GainOrLossFromSaleOfAssetsAmt	0	4365
IRS990EZ/GrantsAndSimilarAmountsPaidAmt	0	3105
IRS990EZ/GrossReceiptsAmt	0	17900
IRS990EZ/GrossReceiptsForPublicUseAmt	0	0
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InitiationFeesAndCapContriAmt	0	0
IRS990EZ/InvestmentIncomeAmt	0	6161
IRS990EZ/LandAndBuildingsGrp/EOYAmt	0	0
IRS990EZ/LobbyingActivitiesInd	0	false
IRS990EZ/MadeLoansToFromOfficersInd	0	false
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	218531
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	221257
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	218531
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	221257
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	1.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt	0	BRANCH BANKING & TRUST COMPANY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	4600
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	TRUSTEE
IRS990EZ/OperateHospitalInd	0	false
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	false
IRS990EZ/OrganizationHadUBIInd	0	false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt	0	0
IRS990EZ/OtherChangesInNetAssetsAmt	0	-20
IRS990EZ/OtherExpensesTotalAmt	0	75
IRS990EZ/PoliticalCampaignActyInd	0	false
IRS990EZ/PrimaryExemptPurposeTxt	0	PROVIDE INCOME TO THE LOYALTY PERMANENT ENDOWMENT FUND OF WVU ALUMNI ASSOCIATION FOR SCHOLARSHIP LOANS AND/OR GRANTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	THE LPEF OF WVU ALUMNI ASSOC FOR SCHOLARSHIP LOANS AND GRANTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	0	3105
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	3105
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/SalariesOtherCompEmplBnftAmt	0	4600
IRS990EZ/SaleOfAssetsGrossAmt	0	11739
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SchoolOperatingInd	0	false
IRS990EZ/SubjectToProxyTaxInd	0	false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt	0	0
IRS990EZ/TanningServicesProvidedInd	0	false
IRS990EZ/TaxImposedOnOrganizationMgrAmt	0	0
IRS990EZ/TaxImposedUnderIRC4911Amt	0	0
IRS990EZ/TaxImposedUnderIRC4912Amt	0	0
IRS990EZ/TaxImposedUnderIRC4955Amt	0	0
IRS990EZ/TaxReimbursedByOrganizationAmt	0	0
IRS990EZ/TotalExpensesAmt	0	7780
IRS990EZ/TotalProgramServiceExpensesAmt	0	3105
IRS990EZ/TotalRevenueAmt	0	10526
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	false
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt	0	0
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt	0	0
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt	0	0
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt	0	0
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt	0	0
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt	0	0
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd	0	true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd	0	false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd	0	true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd	0	false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd	0	true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt	0	THE TRUST WAS IN EXISTENCE ON NOV 20,1970 AND HAS CONTINUOUSLY SUPPORT AN EDUCATIONAL ORGANIZATION AND MAINTAINED A HISTORIC AND CONTINUOUS RELATIONSHIP WITH THE LOYALTY PERMANENT EDOWMENT FUND OF WEST VA UNIVERSITY ALUMNI ASSOCIATION FOR PURPOSE OF PROVIDING SCHOLARHIPS TO BENEFIT STUDENTS IN THE FIELD OF ENGINEERING OR GEOLOGY
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc	0	PART V - TYPE III NON-FUNCATIONALLY INTEGRATED 509(a)(3) SUPPORT ORG
IRS990ScheduleA/SupportedOrganizationsCnt	0	1
IRS990ScheduleA/SupportedOrganizationsTotalCnt	0	1
IRS990ScheduleA/SupportedOrgInformationGrp/EIN	0	550450592
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd	0	true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc	0	2
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt	0	0
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt	0	3105
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt	0	LPEF-WVU ALUMNI ASSOC
IRS990ScheduleA/SupportingOrganization509a3Ind	0	X
IRS990ScheduleA/SupportingOrgType3NonFuncInd	0	X
IRS990ScheduleA/SupportSumAmt	0	3105
IRS990ScheduleA/TrustIntegralPartTestInd	0	X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	FOREIGN TAXES PAID 75
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	Form 990-EZ, Part I, Line 16
ReturnHeader/BuildTS	0	2016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	BRANCH BANKING TRUST CO TRUSTEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Vice President
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	3042852361
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2015-04-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	JOSEPH ARKWRIGHT SCHOLARSHIP FUND
ReturnHeader/Filer/BusinessNameControlTxt	0	ARKW
ReturnHeader/Filer/EIN	0	556029582
ReturnHeader/Filer/PhoneNum	0	3042852361
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	PO BOX 2907 - TRUST TAX DEPT
ReturnHeader/Filer/USAddress/CityNm	0	WILSON
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	NC
ReturnHeader/Filer/USAddress/ZIPCd	0	278942907
ReturnHeader/ReturnTs	0	2015-04-29T17:00:21-05:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2014-01-01
ReturnHeader/TaxPeriodEndDt	0	2014-12-31
ReturnHeader/TaxYr	0	2014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $221,257
Liabilities: $0
Net assets: $221,257
Revenue: $10,526
Expenses: $7,780
Net income: $2,746

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.84	$0.00	$2.84	$0.19	$0.15	$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.79	$0.00	$2.79	$0.41	$0.13	$0.28
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.	$2.52	$0.00	$2.52	$0.05	$0.09	$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.57	$0.00	$2.57	$0.16	$0.09	$0.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.49	$0.00	$2.49	$0.09	$0.09	$0.00
2019Detailed filing. Detailed filing data is available for this year.	$2.50	$0.00	$2.50	$0.11	$0.09	$0.01
2018Detailed filing. Detailed filing data is available for this year.	$2.48	$0.00	$2.48	$0.22	$0.08	$0.14
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.34	$0.00	$2.34	$0.15	$0.08	$0.08
2016Detailed filing. Detailed filing data is available for this year.	$2.26	$0.00	$2.26	$0.07	$0.07	$0.01
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.27	$0.00	$2.27	$0.13	$0.07	$0.06
2014Detailed filing. Detailed filing data is available for this year.	$2.21	$0.00	$2.21	$0.11	$0.08	$0.03
2013Detailed filing. Detailed filing data is available for this year.	$2.19	$0.00	$2.19	$0.09	$0.07	$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.	$2.17	$0.00	$2.17	$0.15	$0.08	$0.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.	$2.10	$0.00	$2.10	$0.16	$0.07	$0.08