2024-04-26T14:27:30-05:00 2023-12-31 541149263 YOUNT HYDE & BARBOUR PC PO BOX 2560 WINCHESTER VA 226041760 990 2023-01-01 550742377 EASTERN WEST VIRGINIA COMMUNITY FOUNDATION EAST 3042640353 229 EAST MARTIN STREET 4 MARTINSBURG WV 25401 MICHAEL WHALTON EXECUTIVE DIRECTOR 3042640353 2024-04-26 1 MICHAEL WHALTON 999009999 0 OLIVIA A HUTTON CPA P00964688 5406623417 2024-04-26 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z MICHAEL WHALTON 229 E MARTIN STREET SUITE 4 MARTINSBURG WV 25401 18592459 0 X WWW.EWVCF.ORG X 1995 WV TO OPERATE A COMMUNITY FOUNDATION SERVING THE NEEDS OF DONORS AND NONPROFIT ORGANIZATIONS. 19 17 5 57 0 0 2161281 1517345 0 0 2063226 963988 16761 23612 4241268 2504945 1241018 1260363 0 0 263318 318371 0 0 3478 215718 250134 1720054 1828868 2521214 676077 35073526 39860703 2576345 2822894 32497181 37037809 TO OPERATE A COMMUNITY FOUNDATION IN EASTERN WEST VIRGINIA, BY GATHERING GIFTS FROM DONORS, GROWING THOSE CONTRIBUTIONS THROUGH PRUDENT INVESTMENTS, AND AWARDING ANNUAL GRANTS TO NONPROFIT ORGANIZATIONS FROM THE INVESTMENT GAINS. 0 0 1576256 1260363 22169 THE EASTERN WEST VIRGINIA COMMUNITY FOUNDATION ACCEPTS CONTRIBUTIONS FROM INDIVIDUALS, BUSINESSES, NONPROFIT ORGANIZATIONS AND OTHERS; INVESTING THOSE GIFTS FOR LONG-TERM GROWTH, THEN AWARDING ANNUAL SCHOLARSHIPS TO STUDENTS, AND GRANTS TO NONPROFIT ORGANIZATIONS, CHURCHES, AND GOVERNMENT AGENCIES FOR THE BENEFIT PRIMARILY OF THE PEOPLE IN THE EASTERN REGION OF WEST VIRGINIA. 1576256 1 1 0 0 0 1 0 0 0 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 2 0 1 5 1 0 0 0 0 1 1 0 0 0 0 0 X 19 17 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 WV X X X MICHAEL WHALTON 3042640353 229 EAST MARTIN STREET SUITE 4 MARTINSBURG WV 25401 DAN ANDERSON DIRECTOR 1.00 X 0 0 0 JUDI MCINTYRE DIRECTOR 1.00 X 0 0 0 CHARLOTTE NORRIS DIRECTOR 1.00 X 0 0 0 CHRIS PALMER DIRECTOR 1.00 X 0 0 0 RUTH PRITCHARD DIRECTOR 1.00 X 0 0 0 CHRIS JANELLE TREASURER 1.00 X X 0 0 0 ANDREW MCMILLAN PRESIDENT 5.00 X X 0 0 0 PATTY AUSTIN DIRECTOR 1.00 X 0 0 0 PATRICIA MCMILLAN DIRECTOR 1.00 X 0 0 0 JEN ROLSTON VICE PRESIDENT 1.00 X X 0 0 0 BONNIE STUBBLEFIELD DIRECTOR 1.00 X 0 0 0 DAVID DEJARNETT DIRECTOR - COUNSELOR 1.00 X 0 0 0 SCOTT ROACH SECRETARY 1.00 X X 0 0 0 LEIGH FLEMING DIRECTOR 1.00 X 0 0 0 HELEN HARRIS DIRECTOR 1.00 X 0 0 0 DAVE MAHER DIRECTOR 1.00 X 0 0 0 KENNY ROBERTS DIRECTOR 1.00 X 0 0 0 SUSAN CAPERTON DIR(2 MTHS), COO/ASSOC DIR(10 MTHS) 32.00 X X 52000 0 0 MICHAEL WHALTON EXECUTIVE DIRECTOR 36.00 X 83000 0 0 135000 0 0 0 0 0 0 0 1517345 1120 1517345 988244 988244 16060101 16084357 -24256 -24256 -24256 4600 3157 1443 1443 MISCELLANEOUS 900099 20081 20081 NIP FEES 541900 2088 2088 22169 2504945 22169 0 965431 1118205 1118205 142158 142158 135000 94284 39312 1404 153000 106857 44553 1590 8340 5824 2429 87 22031 15387 6415 229 1176 1176 14450 14450 130098 130098 14953 10443 4354 156 13618 13618 245 171 71 3 903 631 263 9 7189 7189 PROGRAM EXPENSES 49249 49249 COMMUNICATION AND OUTRE 18253 18253 1828868 1576256 249134 3478 390218 148423 958028 820774 200000 0 5000 53267 53004 1165 263 11156838 13361070 21454199 24558491 913078 966682 35073526 39860703 0 546 102412 79780 50000 0 2423933 2742568 2576345 2822894 X 31621220 36108713 875961 929096 32497181 37037809 35073526 39860703 X 676077 3811416 53135 X X 0 1 X 1 0 X 2161466 2058826 2000536 2161281 1517345 9899454 2161466 2058826 2000536 2161281 1517345 9899454 2939937 6959517 662250 627863 982205 894301 988244 4154863 1760 1682 146 1212 22169 26969 14081286 0.49420 0.46050 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 55 1568664 802898 10329457 1 1 47791 47693 98 5476 5311 165 263 FIXED INCOME SECURITIES 9853820 F MUTUAL FUNDS 14704671 F 24558491 AGENCY ENDOWMENT FUNDS 2742568 2742568 6257755 3811416 15200 56292 3882908 2374847 130098 130098 2504945 1717127 15200 3157 18357 1698770 130098 130098 1828868 PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT DIRECT EXPENSE 3,157. SPLIT INTEREST ACTUARIAL ADJUSTMENT 53,135. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT DIRECT EXPENSE 3,157. SPECIAL EVENTS - HARDY COUNTY 2600 2600 1969 SPECIAL EVENTS - HAMPSHIRE COUNTY 2000 2000 1188 4600 4600 3157 3157 1443 1 MARTINSBURG UNION RESCUE MISSION 608 W KING ST MARTINSBURG WV 25402 550460046 501(C)(3) 50000 0 FMV HUMAN WELFARE AMERICAN LEGION POST 14 484 WILLIAMSPORT PIKE PMB 117 MARTINSBURG WV 25404 550323668 501(C)19 35000 0 FMV HUMAN WELFARE CAMP FRAME 4-H ASSOCIATION 13828 APPLE HARVEST DRIVE MARTINSBURG WV 25403 550393631 501(C)(3) 28220 0 FMV HUMAN WELFARE MOUNTAIN STATE STINGERS 229 ONYX DRIVE HEDGESVILLE WV 25427 842092932 501(C)(3) 20000 0 FMV HUMAN WELFARE GREEN HILL HISTORIC AFRICAN AMERICAN CEMETERY 519 W JOHN STREET MARTINSBURG WV 25401 824052343 501(C)(3) 20000 0 FMV HUMAN WELFARE CITY OF MARTINSBURG 232 N QUEEN STREET MARTINSBURG WV 25402 556000206 GOVERNMENT AGENCY 20000 0 FMV HUMAN WELFARE CAMP FRAME 4-H ASSOCIATION 13828 APPLE HARVEST DRIVE MARTINSBURG WV 25403 550393631 501(C)(3) 18680 0 FMV HUMAN WELFARE ANIMAL WELFARE SOCIETY OF JEFFERSON COUNTY PO BOX 147 CHARLES TOWN WV 25442 556023497 501(C)(3) 15700 0 FMV HUMAN WELFARE HARVEST LIGHT HOUSE MINISTRIES 104 E MARTIN STREET MARTINSBURG WV 25401 311569960 501(C)(3) 15000 0 FMV HUMAN WELFARE HARVEST LIGHT HOUSE MINISTRIES 104 E MARTIN STREET MARTINSBURG WV 25401 311569960 501(C)(3) 15000 0 FMV HUMAN WELFARE MARTINSBURG CIVIL AIR PATROL SQUADRON 243 AVIATION WAY MARTINSBURG WV 25405 581780931 501(C)(3) 15000 0 FMV HUMAN WELFARE EAST HARDY HIGH SCHOOL 259 COUGAR DRIVE BAKER WV 26801 540048001 PUBLIC SCHOOL 13405 0 FMV HUMAN WELFARE EAST HARDY ELEMENTARY SCHOOL 238 COUGAR DRIVE BAKER WV 26801 556000327 PUBLIC SCHOOL 13405 0 FMV HUMAN WELFARE JEFFERSON COUNTY 4-H FOUNDATION 1329 SHEPHERD GRADE ROAD SHEPHERDSTOWN WV 25443 550600438 501(C)(3) 13000 0 FMV HUMAN WELFARE PANHANDLE HOME HEALTH CARE 208 OLD MILL ROAD MARTINSBURG WV 25401 550559408 501(C)(3) 12000 0 FMV HUMAN WELFARE CCAPLOAVES & FISHES 549 N QUEEN STREET MARTINSBURG WV 25404 311051462 501(C)(3) 12000 0 FMV HUMAN WELFARE BERKELEY COUNTY MEALS ON WHEELS 116 E KING STREET MARTINSBURG WV 25401 237121298 501(C)(3) 12000 0 FMV HUMAN WELFARE BERKELEY COUNTY MEALS ON WHEELS 116 E KING STREET MARTINSBURG WV 25401 237121298 501(C)(3) 12000 0 FMV HUMAN WELFARE JAMES RUMSEY TECHNICAL INSTITUTE 3274 HEDGESVILLE ROAD MARTINSBURG WV 25403 556000297 PUBLIC SCHOOL 11500 0 FMV HUMAN WELFARE AMERICAN LEGION POST 14 484 WILLIAMSPORT PIKE PMB 117 MARTINSBURG WV 25404 550323668 501(C)19 10800 0 FMV HUMAN WELFARE BERKELEY COUNTY MEALS ON WHEELS 116 E KING STREET MARTINSBURG WV 25401 237121298 501(C)(3) 10680 0 FMV HUMAN WELFARE MARTINSBURG UNION RESCUE MISSION 608 W KING ST MARTINSBURG WV 25402 550460046 501(C)(3) 10000 0 FMV HUMAN WELFARE GOOD SAMARITAN FREE CLINIC 601 S RALEIGH STREET MARTINSBURG WV 25402 050602031 501(C)(3) 10000 0 FMV HUMAN WELFARE SPRING MILLS MIDDLE SCHOOL 255 CAMPUS DRIVE MARTINSBURG WV 25404 556000297 PUBLIC SCHOOL 10000 0 FMV HUMAN WELFARE CHARLES TOWN MIDDLE SCHOOL 193 HIGH STREET CHARLES TOWN WV 25414 556000334 PUBLIC SCHOOL 10000 0 FMV HUMAN WELFARE SPRING MILLS MIDDLE SCHOOL 255 CAMPUS DRIVE MARTINSBURG WV 25404 556000297 PUBLIC SCHOOL 9965 0 FMV HUMAN WELFARE APPALACHIAN CHAMBER MUSIC CO 300 HENRY CLAY STREET HARPERS FERRY WV 25425 861580276 501(C)(3) 9308 0 FMV HUMAN WELFARE SHEPHERD UNIVERSITY FOUNDATION 301 N KING STREET SHEPHERDSTOWN WV 25443 556020064 501(C)(3) 9150 0 FMV HUMAN WELFARE BERKELEY SPRINGS HIGH SCHOOL 149 CONCORD AVE BERKELEY SPRINGS WV 25411 556000370 PUBLIC SCHOOL 8500 0 FMV HUMAN WELFARE BREAST & BODY HEALTH 62 NIBLICK COURT MARTINSBURG WV 25405 472090259 501(C)(3) 8000 0 FMV HUMAN WELFARE APOLLO CIVIC THEATRE 128 E MARTIN STREET MARTINSBURG WV 25402 550536295 501(C)(3) 7500 0 FMV HUMAN WELFARE BLACK BOX ARTS CENTER 113 SOUTH PRINCESS STREET SHEPHERDSTOWN WV 25443 844213512 501(C)(3) 7500 0 FMV HUMAN WELFARE BLACK CAT MUSIC COOPERATIVE (BCMC) PO BOX 105 GREAT CACAPON WV 25422 611809946 501(C)(3) 7500 0 FMV HUMAN WELFARE CHILDREN'S TREE HOUSE 698 CONSERVATION WAY SHEPHERDSTOWN WV 25443 541960448 501(C)(3) 7500 0 FMV HUMAN WELFARE FRIENDS OF MUSIC 210 W GERMAN STREET SHEPHERDSTOWN WV 25443 550776489 501(C)(3) 7500 0 FMV HUMAN WELFARE WIND DANCE FARM & EARTH EDUCATION CENTER 100 WIND DANCE TRAIL BERKELEY SPRINGS WV 25411 208650427 501(C)(3) 7500 0 FMV HUMAN WELFARE MOUNTAINEER COMMUNITY HEALTH CENTER 783 WINCHESTER ST PAW PAW WV 25434 550743036 501(C)(3) 7000 0 FMV HUMAN WELFARE MARY'S REFUGE 336 S QUEEN STREET MARTINSBURG WV 25401 550404486 501(C)(3) 7000 0 FMV HUMAN WELFARE BLUE RIDGE COMMUNITY & TECHNICAL COLLEGE 13650 APPLE HARVEST DRIVE MARTINSBURG WV 25403 412167984 PUBLIC SCHOOL 7000 0 FMV HUMAN WELFARE CCAPLOAVES & FISHES 549 N QUEEN STREET MARTINSBURG WV 25404 311051462 501(C)(3) 7000 0 FMV HUMAN WELFARE MEALS ON WHEELS OF JEFFERSON COUNTY PO BOX 565 CHARLES TOWN WV 25414 550605049 501(C)(3) 7000 0 FMV HUMAN WELFARE BERKELEY COUNTY MEALS ON WHEELS 116 E KING STREET MARTINSBURG WV 25401 237121298 501(C)(3) 7000 0 FMV HUMAN WELFARE MOOREFIELD ELEMENTARY SCHOOL 400 N MAIN STREET MOOREFIELD WV 26836 556000327 PUBLIC SCHOOL 6939 0 FMV HUMAN WELFARE UNITED WAY OF THE EASTERN PANHANDLE 24 DISTRICT WAY SUITE 201 MARTINSBURG WV 25404 556024725 501(C)(3) 6910 0 FMV HUMAN WELFARE POTOMAC VALLEY AUDUBON SOCIETY PO BOX 578 SHEPHERDSTOWN WV 25443 550626891 501(C)(3) 6607 0 FMV HUMAN WELFARE MOOREFIELD INTERMEDIATE SCHOOL 345 CALEDONIA HEIGHTS ROAD MOOREFIELD WV 26836 556000327 PUBLIC SCHOOL 5700 0 FMV HUMAN WELFARE MOOREFIELD ELEMENTARY SCHOOL 400 N MAIN STREET MOOREFIELD WV 26836 556000327 PUBLIC SCHOOL 5700 0 FMV HUMAN WELFARE FIREHOUSE GALLERY LTD 108 NORTH GEORGE STREET CHARLES TOWN WV 25414 453288896 501(C)(3) 5420 0 FMV HUMAN WELFARE PANHANDLE HOME HEALTH CARE 208 OLD MILL ROAD MARTINSBURG WV 25401 550559408 501(C)(3) 5400 0 FMV HUMAN WELFARE EASTERN WV COMMUNITY FOUNDATION 229 E MARTIN STREET SUITE 4 MARTINSBURG WV 25401 550742377 501(C)(3) 5119 0 FMV HUMAN WELFARE 51 SCHOLARSHIPS 74 142158 FMV SCHOLARSHIP FMV SCHOLARSHIP FMV SCHOLARSHIP FMV SCHOLARSHIP FMV SCHOLARSHIP FMV SCHOLARSHIP FMV SCHOLARSHIP PART I, LINE 2: THE ORGANIZATION USES DUE DILIGENCE PROCEDURES IN GRANT MAKING PROCEDURES AND SCHOLARSHIP MAKING PROCEDURES. X 4 97782 FAIR MARKET VALUE 0 0 1 PART I, LINE 32B: THE FOUNDATION USES A BROKER TO SELL STOCK GIFTS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS REVIEWED BY THE BOARD IN DETAIL BEFORE IT WAS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REQUIRES DISCLOSURE OF CONFLICTS, VOTES ON WHETHER TO ALLOW THE TRANSACTION, AND REGULARLY REVIEWS CONFLICTS OF INTERESTS. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE EXECUTIVE DIRECTOR IS DETERMINED AND APPROVED BY THE BOARD. THE BOARD USES A NATIONAL PEER REVIEW AND DATA TO SUBSTANTIATE EXECUTIVE DIRECTOR'S SALARY. FORM 990, PART VI, SECTION C, LINE 19 THE DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: ANNUITY ACTUARIAL ADJUSTMENT 53,135. FORM 990, PART XII, LINE 2C: NO CHANGES FROM PRIOR YEAR.