Civic Intelligence

Joseph Arkwright Scholarship Fund Tr

990 • Fiscal year 2024 • EIN 55-6029582

Jan 01, 2024 to Dec 31, 2024 • Filed on Apr 01, 2025

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

(304) 285-2360

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

74th percentile

20%

Higher net margin than 74% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$4,767

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 25.3% of source-year revenue.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

51st percentile

1.8%

Faster asset growth than 51% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

10th percentile

-54%

Faster revenue growth than 10% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$284,342

Up $5,059 (+1.8%) from 2023

Net Assets

Up

$284,342

Up $5,059 (+1.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin74th percentile

Revenue

Down

$18,862

Down $21,711 (-54%) from 2023

Expenses

Up

$15,103

Up $2,321 (+18%) from 2023

Net Income

Down

$3,759

Down $24,032 (-86%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$300K$200K$100K$0Assets 2011: $210,301Liabilities 2011: $0Net Assets 2011: $210,3012011Assets 2012: $217,087Liabilities 2012: $0Net Assets 2012: $217,0872012Assets 2013: $218,531Liabilities 2013: $0Net Assets 2013: $218,5312013Assets 2014: $221,257Liabilities 2014: $0Net Assets 2014: $221,2572014Assets 2015: $227,054Liabilities 2015: $0Net Assets 2015: $227,0542015Assets 2016: $226,329Liabilities 2016: $0Net Assets 2016: $226,3292016Assets 2017: $233,972Liabilities 2017: $0Net Assets 2017: $233,9722017Assets 2018: $248,368Liabilities 2018: $0Net Assets 2018: $248,3682018Assets 2019: $249,541Liabilities 2019: $0Net Assets 2019: $249,5412019Assets 2020: $249,406Liabilities 2020: $0Net Assets 2020: $249,4062020Assets 2021: $256,831Liabilities 2021: $0Net Assets 2021: $256,8312021Assets 2022: $251,967Liabilities 2022: $0Net Assets 2022: $251,9672022Assets 2023: $279,283Liabilities 2023: $0Net Assets 2023: $279,2832023Assets 2024: $284,342Liabilities 2024: $0Net Assets 2024: $284,3422024

Highlighted filing

2024

Assets$284,342
Liabilities$0
Net Assets$284,342
Open 2024 Filing

Operations Trend

Revenue Growth10th percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $15,736Expenses 2011: $7,298Net Income 2011: $8,4382011Revenue 2012: $14,780Expenses 2012: $8,039Net Income 2012: $6,7412012Revenue 2013: $8,770Expenses 2013: $7,423Net Income 2013: $1,3472013Revenue 2014: $10,526Expenses 2014: $7,780Net Income 2014: $2,7462014Revenue 2015: $12,885Expenses 2015: $7,084Net Income 2015: $5,8012015Revenue 2016: $6,786Expenses 2016: $7,490Net Income 2016: -$7042016Revenue 2017: $15,216Expenses 2017: $7,556Net Income 2017: $7,6602017Revenue 2018: $22,473Expenses 2018: $8,299Net Income 2018: $14,1742018Revenue 2019: $10,663Expenses 2019: $9,498Net Income 2019: $1,1652019Revenue 2020: $9,256Expenses 2020: $9,131Net Income 2020: $1252020Revenue 2021: $16,169Expenses 2021: $8,786Net Income 2021: $7,3832021Revenue 2022: $4,527Expenses 2022: $9,324Net Income 2022: -$4,7972022Revenue 2023: $40,573Expenses 2023: $12,782Net Income 2023: $27,7912023Revenue 2024: $18,862Expenses 2024: $15,103Net Income 2024: $3,7592024

Highlighted filing

2024

Revenue$18,862
Expenses$15,103
Net Income$3,759
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 1, 2025
Return Version
2024v5.1
Gross Receipts
$18,862
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$279,283$284,342▲ $5,059
Investments in Publicly Traded Securities$246,951$246,906▼ $45
Savings and Temporary Cash Investments$32,239$37,361▲ $5,122
Cash and Non-Interest-Bearing Accounts$93$75▼ $18
Total Assets$279,283$284,342▲ $5,059
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$279,283$284,342▲ $5,059
Total Liabilities and Net Assets / Fund Balance$279,283$284,342▲ $5,059
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleBaseTotal
Truist BankTrustee$4,767$4,767
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$18,862
Other Revenue
$0
Change in Net Assets
$3,759
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$10,291
Salaries, Compensation, and Employee Benefits$4,767
Other Expenses$45
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$10,291--$10,291
Current Officers, Directors, Trustees, and Key Employees$2,384$2,383-$4,767
Other Expenses-$45-$45
Total Functional Expenses$12,675$2,428$0$15,103
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Lpef of Wvu Alumni AssocMorgantown, WV501(c)(3)General Operating$10,291
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
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

“Truist bank is sole institutional trustee.”

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

“Truist bank is sole institutional trustee.”

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.”

Form 990, Page 6, Part VI, Line 19

“Documents are made available upon request.”

Filing and Contact Details

Filer

Filer Name
Joseph Arkwright Scholarship Fund
EIN
55-6029582
Phone
3042852360
Address
PO BOX 919798, ORLANDO, FL 32891-9798

Signing Officer

Name
Truist Bank
Title
Director
Phone
3042852360
Signed
2025-04-01
Discuss with paid preparer
Yes

Organization Details

Formed
1966
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

“2024 transactions posted in 2025 of ($493), 2023 transactions posted in 2024 of $489, recovery of prior grant of $1,350, cost basis adjustment of ($43), mutual fund earnings of ($1) and rounding of ($2).”

Raw XML Appendix388 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/ActivityOrMissionDesc0PROVIDE INCOME TO THE LOYALTY PERMANENT ENDOWMENT FUND OF WVU ALUMNI ASSOCIATION FOR SCHOLARSHIP LOANS AND/OR GRANTS
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0TRUIST BANK
IRS990/BooksInCareOfDetail/PhoneNum03042852360
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 919798
IRS990/BooksInCareOfDetail/USAddress/CityNm0ORLANDO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd032891
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt0279283
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt0284342
IRS990/CashNonInterestBearingGrp/BOYAmt093
IRS990/CashNonInterestBearingGrp/EOYAmt075
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt02383
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt02384
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt04767
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt010291
IRS990/CYInvestmentIncomeAmt018862
IRS990/CYOtherExpensesAmt045
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt03759
IRS990/CYSalariesCompEmpBnftPaidAmt04767
IRS990/CYTotalExpensesAmt015103
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt018862
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0THE LPEF OF WVU ALUMNI ASSOC FOR SCHOLARSHIP LOANS AND GRANTS
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExcsTaxSect4951Or4952Or4953Ind0false
IRS990/ExpenseAmt012675
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.0
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/PersonNm0TRUIST BANK
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt04767
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01966
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt07221
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantAmt010291
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt010291
IRS990/GrantsToDomesticOrgsGrp/TotalAmt010291
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt07221
IRS990/GrossReceiptsAmt018862
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt011641
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt011641
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0246951
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0246906
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WV
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
IRS990/MissionDesc0PROVIDE INCOME TO THE LOYALTY PERMANENT ENDOWMENT FUND OF WVU ALUMNI ASSOCIATION FOR SCHOLARSHIP LOANS AND/OR GRANTS
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0279283
IRS990/NetAssetsOrFundBalancesEOYAmt0284342
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt07221
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt07221
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt01300
IRS990/OtherExpensesGrp/Desc0FOREIGN TAXES PAID
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt045
IRS990/OtherExpensesGrp/TotalAmt045
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0TRUIST BANK
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt024734
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt08136
IRS990/PYInvestmentIncomeAmt015839
IRS990/PYOtherExpensesAmt046
IRS990/PYRevenuesLessExpensesAmt027791
IRS990/PYSalariesCompEmpBnftPaidAmt04600
IRS990/PYTotalExpensesAmt012782
IRS990/PYTotalRevenueAmt040573
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt03759
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt032239
IRS990/SavingsAndTempCashInvstGrp/EOYAmt037361
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 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 no discretion to vary the beneficiaries or the amounts payable to the beneficiaries. The trustees, none of which
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1disqualified 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/ExplanationTxt2The organization maintains a close and continuous working relationship with the supported organization by consistently keeping the supported organization apprised of account performance via periodic statements and meetings.
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 V line 1
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Sch A Part V line 1 (cont)
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2Sch A Part IV Sec D Line 2
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/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0550450592
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt010291
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0LPEF-WVU ALUMNI ASSOC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt010291
IRS990ScheduleA/TrustIntegralPartTestInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt010291
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL OPERATING
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0THE LPEF OF WVU ALUMNI ASSOC
IRS990ScheduleI/RecipientTable/RecipientEIN0550450592
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0ONE ALUMNI DR
IRS990ScheduleI/RecipientTable/USAddress/CityNm0MORGANTOWN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WV
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd026506
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANTS ARE MADE IN ACCORDANCE WITH THE TRUST DOCUMENT
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TRUIST BANK IS SOLE INSTITUTIONAL TRUSTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TRUIST BANK IS SOLE INSTITUTIONAL TRUSTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TRUIST BANK REVIEWS THE COMPLETED FORM 990 RETURN FOR APPROVAL PRIOR TO FILING OF THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt42024 TRANSACTIONS POSTED IN 2025 OF ($493), 2023 TRANSACTIONS POSTED IN 2024 OF $489, RECOVERY OF PRIOR GRANT OF $1,350, COST BASIS ADJUSTMENT OF ($43), MUTUAL FUND EARNINGS OF ($1) AND ROUNDING OF ($2).
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PART XI, LINE 9
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0LPEF-WVU ALUMNI ASSOC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0550450592
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0WV
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TO PROVIDE SCHOLARSHIPS TO WVU STUDENTS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt07
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0ONE ALUMNI DR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0MORGANTOWN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0WV
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd026506
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt010291
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0LPEF-WVU ALUMNI ASSOC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0b
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0WV
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0279283
IRS990/TotalAssetsEOYAmt0284342
IRS990/TotalAssetsGrp/BOYAmt0279283
IRS990/TotalAssetsGrp/EOYAmt0284342
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02428
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt012675
IRS990/TotalFunctionalExpensesGrp/TotalAmt015103
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0279283
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0284342
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt012675
IRS990/TotalReportableCompFromOrgAmt04767
IRS990/TotalRevenueGrp/ExclusionAmt018862
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt018862
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0279283
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0284342
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 919798
IRS990/USAddress/CityNm0ORLANDO
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd032891
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TRUIST BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03042852360
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOSEPH ARKWRIGHT SCHOLARSHIP FUND
ReturnHeader/Filer/BusinessNameControlTxt0ARKW
ReturnHeader/Filer/EIN0556029582
ReturnHeader/Filer/PhoneNum03042852360
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 919798
ReturnHeader/Filer/USAddress/CityNm0ORLANDO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0328919798
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt040 WESTMINSTER ST STE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PROVIDENCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0RI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002903
ReturnHeader/PreparerPersonGrp/PhoneNum04014573839
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD RALEIGH
ReturnHeader/ReturnTs02025-04-18T10:01:26-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$284,342
Liabilities
$0
Net assets
$284,342
Revenue
$18,862
Expenses
$15,103
Net income
$3,759
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$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