Liabilities / Assets
15th percentile
Tied with the lowest-debt nonprofits in its peer group.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
15th percentile
Tied with the lowest-debt nonprofits in its peer group.
Liabilities / Revenue
15th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
16th percentile
Higher net margin than 16% of similar nonprofits.
Top Officer Pay
39th percentile
Higher top officer pay than 39% of similar nonprofits.
Top officer pay equals 5.3% of source-year revenue.
Asset Growth
27th percentile
Faster asset growth than 27% of similar nonprofits.
Revenue Growth
18th percentile
Faster revenue growth than 18% of similar nonprofits.
Assets
Down$2,367,260
Down $29,746 (-1.2%) from 2019
Net Assets
Down$2,367,260
Down $29,746 (-1.2%) from 2019
Liabilities
Flat$0
Flat from 2019
Revenue
Down$157,322
Down $56,900 (-27%) from 2019
Expenses
Up$187,068
Up $6,557 (+3.6%) from 2019
Net Income
Down-$29,746
Down $63,457 (-188%) from 2019
To support the charitable, religious and educational purposes of the st. Joseph cathedral and parish, central catholic high school, wheeling catholic elememtary school, the sisters of st. Joseph retirement fund, and the priests health and retirement association for the diocese of wheeling-charleston.
To pay all of the annual income of the trust to or for the benefit of the following church and educational and religious organizations in wheeling wv: st. Joseph cathedral and parish, central catholic high school, the sisters of st. Joseph retirement fund, and the priests health and retirement fund for the diocese of wheeling-charleston.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Cap Stk Tr Prin Current Funds | $2,333,986 | $2,333,986 | → $0 |
| Investments in Publicly Traded Securities | $2,349,573 | $2,129,432 | ▼ $220,141 |
| Savings and Temporary Cash Investments | $40,500 | $205,500 | ▲ $165,000 |
| Rtn Earn Endowment Incm Other Fnds | $63,020 | $33,274 | ▼ $29,746 |
| Cash and Non-Interest-Bearing Accounts | $6,933 | $32,328 | ▲ $25,395 |
| Pd in Cap Srpls Land Bldg Eqp Fund | $0 | $0 | → $0 |
| Total Assets | $2,397,006 | $2,367,260 | ▼ $29,746 |
| Liabilities | |||
| Total Liabilities | $0 | $0 | → $0 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $2,397,006 | $2,367,260 | ▼ $29,746 |
| Total Liabilities and Net Assets / Fund Balance | $2,397,006 | $2,367,260 | ▼ $29,746 |
| Name | Title | Base | Total |
|---|---|---|---|
| William J Yaeger Jr | Trustee | $8,400 | $8,400 |
| Name | Title |
|---|---|
| Rev Eugene Ostrowski | Trustee |
| Rev Mark E Brennan | Trustee |
| Line Item | Amount |
|---|---|
| Grants and Similar Amounts Paid | $178,668 |
| Other Expenses | $8,400 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Grants to Domestic Orgs | $178,668 | - | - | $178,668 |
| Fees for Services Management | - | $8,400 | - | $8,400 |
| Total Functional Expenses | $178,668 | $8,400 | $0 | $187,068 |
| Recipient | Location | Category | Purpose | Amount |
|---|---|---|---|---|
| St Joseph Cathedral Parish | Wheeling, WV | 501(c)(3) | Religion | $67,894 |
| Central Catholic High School | Wheeling, WV | 501(c)(3) | Educationeducation | $66,107 |
| PREISTS' HEALTH AND RETIREMENT FUND | Wheeling, WV | 501(c)(3) | Religion | $22,334 |
| Sisters of St Joseph Retirement Fund | Wheeling, WV | 501(c)(3) | Religion | $22,333 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Interested Party | Relationship | Description | Shared Revenue | Amount |
|---|---|---|---|---|
| - | Legal Counsel | Legal, Tax Services | No | $8,400 |
“William j. Yaeger, jr., as partner in the law firm of herndon, morton, herndon & yaeger, along with other attorneys and staff associated with the law firm, provide legal services to the diocese of wheeling-charleston, which was controlled by the most rev. Mark e. Brennan, bishop of the diocese of wheeling-charleston.”
“The form 990 is made available to the trustees prior to filing if available at a regular scheduled meeting before the due date. Otherwise it is available at the next meeting.”
“Each year all trustees sign a new conflict of interest statement which promotes discussion of how the policy could apply to any of the trustees and in the event a conflict is disclosed appropriate action is taken to protect the interests of the trust.”
“The trust does not have any employees. However, the compensation for legal and tax services is approved by all trustees based upon their knowledge of prevailing rates in the area for similar professional services.”
“The governing documents and all information required to be made available to the public is available upon request during regular business hours at the office of one of the trustees, william j. Yaeger, jr., 83 edgington lane, wheeling, wv 26003.”
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/AccountantCompileOrReviewInd | 0 | 0 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | TO PAY ALL OF THE ANNUAL INCOME OF THE TRUST TO OR FOR THE BENEFIT OF THE FOLLOWING CHURCH AND EDUCATIONAL AND RELIGIOUS ORGANIZATIONS IN WHEELING WV: ST. JOSEPH CATHEDRAL AND PARISH, CENTRAL CATHOLIC HIGH SCHOOL, THE SISTERS OF ST. JOSEPH RETIREMENT FUND, AND THE PRIESTS HEALTH AND RETIREMENT FUND FOR THE DIOCESE OF WHEELING-CHARLESTON. |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/BackupWthldComplianceInd | 0 | 1 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | WILLIAM J YAEGER JR |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 3042422300 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 83 EDGINGTON LANE |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | WHEELING |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | WV |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 26003 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | 1 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 1 |
| IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt | 0 | 2333986 |
| IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt | 0 | 2333986 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 6933 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 32328 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 1 |
| IRS990/CompensationProcessOtherInd | 0 | 1 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 178668 |
| IRS990/CYInvestmentIncomeAmt | 0 | 157322 |
| IRS990/CYOtherExpensesAmt | 0 | 8400 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | -29746 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 187068 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 157322 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/Desc | 0 | AS REQUIRED BY THE GOVERNING INSTRUMENT ALL DISTRIBUTIONS FROM THE TRUST MUST BE MADE TO ST. JOSEPH CATHEDRAL AND PARISH (WHEELING, WV), CENTRAL CATHOLIC HIGH SCHOOL (WHEELING, WV), THE SISTERS OF ST. JOSEPH RETIREMENT FUND (WHEELING, WV), AND THE PRIESTS HEALTH AND RETIREMENT FUND FOR THE DIOCESE OF WHEELING-CHARLESTON IN FIXED PERCENTAGES. ACCORDINGLY, ALL REVENUE AND EXPENSES OF THE TRUST WERE FOR THE BENEFIT OF THESE FOUR ORGANIZATIONS ACCORDING TO THEIR RESPECTIVE PERCENTAGES. |
| IRS990/DescribedInSection501c3Ind | 0 | 1 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 1 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 0 |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990/ExpenseAmt | 0 | 178668 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 1 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt | 0 | 8400 |
| IRS990/FeesForServicesManagementGrp/TotalAmt | 0 | 8400 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 0.20 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 0.20 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | REV MARK E BRENNAN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | REV EUGENE OSTROWSKI |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | WILLIAM J YAEGER JR |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 8400 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | TRUSTEE |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/FormationYr | 0 | 1966 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedInd | 0 | 0 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 70537 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 3 |
| IRS990/GrantAmt | 0 | 178668 |
| IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt | 0 | 178668 |
| IRS990/GrantsToDomesticOrgsGrp/TotalAmt | 0 | 178668 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 1 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 440678 |
| IRS990/GrossReceiptsAmt | 0 | 527463 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 0 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 0 |
| IRS990/IndependentVotingMemberCnt | 0 | 1 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 86785 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 86785 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 2349573 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 2129432 |
| IRS990/IRPDocumentCnt | 0 | 1 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | WV |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 370141 |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LobbyingActivitiesInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingCashInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 1 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | TO SUPPORT THE CHARITABLE, RELIGIOUS AND EDUCATIONAL PURPOSES OF THE ST. JOSEPH CATHEDRAL AND PARISH, CENTRAL CATHOLIC HIGH SCHOOL, WHEELING CATHOLIC ELEMEMTARY SCHOOL, THE SISTERS OF ST. JOSEPH RETIREMENT FUND, AND THE PRIESTS HEALTH AND RETIREMENT ASSOCIATION FOR THE DIOCESE OF WHEELING-CHARLESTON. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 2397006 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 2367260 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | 70537 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 70537 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrgDoesNotFollowFASB117Ind | 0 | X |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrincipalOfficerNm | 0 | MOST REV MARK E BRENNAN |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/PYContributionsGrantsAmt | 0 | 0 |
| IRS990/PYExcessBenefitTransInd | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 173506 |
| IRS990/PYInvestmentIncomeAmt | 0 | 214222 |
| IRS990/PYOtherExpensesAmt | 0 | 7005 |
| IRS990/PYOtherRevenueAmt | 0 | 0 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 33711 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/PYTotalExpensesAmt | 0 | 180511 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 214222 |
| IRS990/QuidProQuoContributionsInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | -29746 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 1 |
| IRS990/RelatedEntityInd | 0 | 1 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 0 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 0 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 0 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 63020 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 33274 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 40500 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 205500 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd | 0 | 1 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd | 0 | 0 |
| IRS990ScheduleA/MajorityDirTrstSupportedOrgInd | 0 | 1 |
| IRS990ScheduleA/OtherSupportSumAmt | 0 | 0 |
| IRS990ScheduleA/SupportedOrganizationsCnt | 0 | 4 |
| IRS990ScheduleA/SupportedOrganizationsTotalCnt | 0 | 4 |
| IRS990ScheduleA/SupportedOrgInformationGrp/EIN | 0 | 550357047 |
| IRS990ScheduleA/SupportedOrgInformationGrp/EIN | 1 | 550452338 |
| IRS990ScheduleA/SupportedOrgInformationGrp/EIN | 2 | 550739234 |
| IRS990ScheduleA/SupportedOrgInformationGrp/EIN | 3 | 550785474 |
| IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd | 0 | 1 |
| IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd | 1 | 1 |
| IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd | 2 | 1 |
| IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd | 3 | 1 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd | 0 | 1 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd | 1 | 2 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd | 2 | 1 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd | 3 | 1 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt | 0 | 0 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt | 1 | 0 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt | 2 | 0 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt | 3 | 0 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt | 0 | 67894 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt | 1 | 66107 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt | 2 | 22334 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt | 3 | 22333 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt | 0 | ST JOSEPH CATHEDRAL PARISH |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt | 1 | CENTRAL CATHOLIC HIGH SCHOOL |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt | 2 | PRIESTS' HEALTH AND RETIREMENT ASSOCIATION |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt | 3 | SISTERS OF ST JOSEPH RETIREMENT FUND |
| IRS990ScheduleA/SupportingOrganization509a3Ind | 0 | X |
| IRS990ScheduleA/SupportingOrgType2Ind | 0 | X |
| IRS990ScheduleA/SupportSumAmt | 0 | 178668 |
| IRS990/ScheduleBRequiredInd | 0 | 0 |
| IRS990ScheduleI/GrantRecordsMaintainedInd | 0 | 1 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 0 | 67894 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 1 | 66107 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 2 | 22334 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 3 | 22333 |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 0 | 501(C)(3) |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 1 | 501(C)(3) |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 2 | 501(C)(3) |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 3 | 501(C)(3) |
| IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc | 0 | N/A |
| IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc | 1 | N/A |
| IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc | 2 | N/A |
| IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc | 3 | N/A |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 0 | RELIGION |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 1 | EDUCATIONEDUCATION |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 2 | RELIGION |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 3 | RELIGION |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 0 | ST JOSEPH CATHEDRAL PARISH |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 1 | CENTRAL CATHOLIC HIGH SCHOOL |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 2 | PREISTS' HEALTH AND RETIREMENT FUND |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 3 | SISTERS OF ST JOSEPH RETIREMENT FUND |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 0 | 550357047 |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 1 | 550452338 |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 2 | 550739234 |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 3 | 550785474 |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 0 | 1300 EOFF ST |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 1 | 14TH AND EOFF STS |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 2 | PO BOX 230 |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 3 | 137 MOUNT ST JOSEPH RD |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 0 | WHEELING |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 1 | WHEELING |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 2 | WHEELING |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 3 | WHEELING |
| IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd | 0 | WV |
| IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd | 1 | WV |
| IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd | 2 | WV |
| IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd | 3 | WV |
| IRS990ScheduleI/RecipientTable/USAddress/ZIPCd | 0 | 26003 |
| IRS990ScheduleI/RecipientTable/USAddress/ZIPCd | 1 | 26003 |
| IRS990ScheduleI/RecipientTable/USAddress/ZIPCd | 2 | 26003 |
| IRS990ScheduleI/RecipientTable/USAddress/ZIPCd | 3 | 26003 |
| IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc | 0 | N/A |
| IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc | 1 | N/A |
| IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc | 2 | N/A |
| IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc | 3 | N/A |
| IRS990/ScheduleJRequiredInd | 0 | 0 |
| IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt | 0 | HERNDON MORTON HERNDON & YAEGER |
| IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt | 0 | LEGAL COUNSEL |
| IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd | 0 | 0 |
| IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt | 0 | 8400 |
| IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc | 0 | LEGAL, TAX SERVICES |
| IRS990/ScheduleORequiredInd | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | WILLIAM J. YAEGER, JR., AS PARTNER IN THE LAW FIRM OF HERNDON, MORTON, HERNDON & YAEGER, ALONG WITH OTHER ATTORNEYS AND STAFF ASSOCIATED WITH THE LAW FIRM, PROVIDE LEGAL SERVICES TO THE DIOCESE OF WHEELING-CHARLESTON, WHICH WAS CONTROLLED BY THE MOST REV. MARK E. BRENNAN, BISHOP OF THE DIOCESE OF WHEELING-CHARLESTON. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | THE FORM 990 IS MADE AVAILABLE TO THE TRUSTEES PRIOR TO FILING IF AVAILABLE AT A REGULAR SCHEDULED MEETING BEFORE THE DUE DATE. OTHERWISE IT IS AVAILABLE AT THE NEXT MEETING. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | EACH YEAR ALL TRUSTEES SIGN A NEW CONFLICT OF INTEREST STATEMENT WHICH PROMOTES DISCUSSION OF HOW THE POLICY COULD APPLY TO ANY OF THE TRUSTEES AND IN THE EVENT A CONFLICT IS DISCLOSED APPROPRIATE ACTION IS TAKEN TO PROTECT THE INTERESTS OF THE TRUST. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | THE TRUST DOES NOT HAVE ANY EMPLOYEES. HOWEVER, THE COMPENSATION FOR LEGAL AND TAX SERVICES IS APPROVED BY ALL TRUSTEES BASED UPON THEIR KNOWLEDGE OF PREVAILING RATES IN THE AREA FOR SIMILAR PROFESSIONAL SERVICES. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | THE GOVERNING DOCUMENTS AND ALL INFORMATION REQUIRED TO BE MADE AVAILABLE TO THE PUBLIC IS AVAILABLE UPON REQUEST DURING REGULAR BUSINESS HOURS AT THE OFFICE OF ONE OF THE TRUSTEES, WILLIAM J. YAEGER, JR., 83 EDGINGTON LANE, WHEELING, WV 26003. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PART VI, SECTION A, LINE 2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PART VI, SECTION B, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PART VI, SECTION B, LINE 12C |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PART VI, SECTION B, LINE 15 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990, PART VI, SECTION C, LINE 19 |
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| IRS990ScheduleR/AssetSaleToOtherOrgInd | 0 | 0 |
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| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd | 1 | 0 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd | 2 | 0 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd | 3 | 0 |
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| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt | 2 | DIOCESE WHEELING-CHARLESTON |
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| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt | 1 | CENTRAL CATHOLIC HIGH SCHOOL |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt | 2 | PRIESTS' HEALTH AND RETIREMENT ASSOCIATION |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt | 3 | ST JOSEPH CATHEDRAL PARISH |
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| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd | 2 | WV |
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| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt | 2 | RELIGION |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt | 3 | RELIGION |
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| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt | 2 | PO BOX 230 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt | 3 | 1300 EOFF STREET |
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| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm | 1 | WHEELING |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm | 2 | WHEELING |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm | 3 | WHEELING |
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| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd | 1 | 26003 |
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| IRS990ScheduleR/PerformOfServicesForOthOrgInd | 0 | 0 |
| IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd | 0 | 0 |
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| IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt | 1 | II ABOVE THE INSTRUCTIONS FOR SCHEDULE R SAY THAT IF THE ONLY TRANSACTIONS |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt | 2 | WERE GRANTS THEY SHOULD BE DISREGARDED FOR THE SCHEDULE |
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| IRS990ScheduleR/TransferToOtherOrgInd | 0 | 0 |
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| IRS990/TaxExemptBondsInd | 0 | 0 |
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| IRS990/TotalAssetsGrp/EOYAmt | 0 | 2367260 |
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| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 187068 |
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| IRS990/TotalLiabilitiesEOYAmt | 0 | 0 |
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| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 2367260 |
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| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 0 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 157322 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
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| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 2367260 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 0 |
| IRS990/TrnsfrExmptNonChrtblRltdOrgInd | 0 | 0 |
| IRS990/TypeOfOrganizationTrustInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | 0 |
| IRS990/UponRequestInd | 0 | X |
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| IRS990/USAddress/CityNm | 0 | WHEELING |
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Displayed year
2020 • Form 990Detailed filing. Detailed filing data is available for this year.