Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
Encova Foundation of West Virginia
 
Number and street (or P.O. box number if mail is not delivered to street address)400 Quarrier Street
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Charleston, WV25301
A Employer identification number

80-0772825
B Telephone number (see instructions)

(304) 941-1000
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$53,071,380J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 76 76  
4 Dividends and interest from securities... 960,400 960,400  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,424,834
b Gross sales price for all assets on line 6a 13,972,158
7 Capital gain net income (from Part IV, line 2)... 1,424,834
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 60,170 60,170  
12 Total. Add lines 1 through 11........ 2,445,480 2,445,480  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 5,627 5,627   0
c Other professional fees (attach schedule).... Click to see attachment 221,414 203,406   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 39,897 39,897   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 83,196 83,196   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 350,134 332,126   0
25 Contributions, gifts, grants paid....... 445,750 1,543,250
26 Total expenses and disbursements. Add lines 24 and 25 795,884 332,126   1,543,250
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,649,596
b Net investment income (if negative, enter -0-) 2,113,354
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............   2 2
2 Savings and temporary cash investments......... 6,009,020 1,408,768 1,408,768
3 Accounts receivable bullet75,103
Less: allowance for doubtful accounts bullet   57,930 75,103 75,103
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................   1,000,000 1,000,000
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 41,513,933 Click to see attachment50,587,507 50,587,507
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 47,580,883 53,071,380 53,071,380
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable................. 4,278,000 3,180,000
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment-168 Click to see attachment-5,584
23 Total liabilities (add lines 17 through 22)......... 4,277,832 3,174,416
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 43,303,051 49,896,964
29 Total net assets or fund balances (see instructions)..... 43,303,051 49,896,964
30 Total liabilities and net assets/fund balances (see instructions). 47,580,883 53,071,380
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
43,303,051
2
Enter amount from Part I, line 27a .....................
2
1,649,596
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
4,944,317
4
Add lines 1, 2, and 3 ..........................
4
49,896,964
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
49,896,964
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a Publicly Traded Securities P    
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 13,972,158   12,547,324 1,424,834
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       1,424,834
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,424,834
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 29,376
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 29,376
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 29,376
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 30,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 30,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 165
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 459
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet459 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletWV
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullethttps://encovafoundationwv.com
    14
    The books are in care ofbulletAmy Kuhlman Telephone no.bullet (614) 225-8285

    Located atbullet400 Quarrier StreetCharlestonWV ZIP+4bullet25301
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    Gregory A Burton Executive Chair
    0.50     		0 0 0
    400 Quarrier Street
    Charleston,WV25301
    James Christopher Howat Executive VP, CFO, Treasurer
    0.50     		0 0 0
    400 Quarrier Street
    Charleston,WV25301
    Thomas J Obrokta Jr President and CEO
    0.50     		0 0 0
    400 Quarrier Street
    Charleston,WV25301
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    37,918,619
    b
    Average of monthly cash balances.......................
    1b
    3,158,446
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    41,077,065
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    41,077,065
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    616,156
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    40,460,909
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    2,023,045
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    2,023,045
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    29,376
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    29,376
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,993,669
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,993,669
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    1,993,669
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    1,543,250
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,543,250
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,543,250
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 1,993,669
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 2,702,881
    b From 2016...... 6,619,667
    c From 2017...... 1,484,772
    d From 2018...... 1,981,404
    e From 2019...... 94,236
    fTotal of lines 3a through e........ 12,882,960
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 1,543,250
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 1,543,250
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 450,419 450,419
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 12,432,541
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		2,252,462
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		10,180,079
    10 Analysis of line 9:
    a Excess from 2016.... 6,619,667
    b Excess from 2017.... 1,484,772
    c Excess from 2018.... 1,981,404
    d Excess from 2019.... 94,236
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    Lucy Allara
    400 Quarrier Street
    Charleston,WV25301
    (304) 941-1000
    bThe form in which applications should be submitted and information and materials they should include:
    All pertinent information
    cAny submission deadlines:
    N/A
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    N/A
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    American Heart Association
    162 Court St
    Charleston,WV21502     		N/A Public Charity Charleston Heart Walk 5,000
    American Red Cross
    113 Lakeview Drive
    Charleston,WV25313     		N/A Public Charity new vehicle last installment 50,000
    American Red Cross
    113 Lakeview Drive
    Charleston,WV25313     		N/A Public Charity services for communities affected by COVID-19 5,000
    Atlanta Mission
    2353 Bolton Rd
    Atlanta,GA30318     		N/A Public Charity providing food to those in need 1,000
    Bags of Blessings
    102 Nazarene Drive
    South Charleston,WV25309     		N/A Public Charity Christmas distribution 4,500
    Big Brothers Big Sisters of the Tri-State Endowment Foundation
    501 Fifth Avenue Suite 3
    Huntington,WV25701     		N/A Public Charity provide guidance and companionship to at risk children 1,000
    Bridgeview Elementary PTO
    5100 Ohio Street
    South Charleston,WV25309     		N/A Public School Fun Run sponsor 250
    Cabell Huntington Hospital Foundation
    1340 Hal Greer Boulevard
    Huntington,WV25701     		N/A Public Charity patient and family resource center 10,000
    CADCO Foundation Inc
    1116 Smith Street 301
    Charleston,WV25301     		N/A Public Charity Building Our Advantage - marketing strategy 10,000
    CADCO Foundation Inc
    1116 Smith Street 301
    Charleston,WV25301     		N/A Public Charity Advantage Valley Digital Marketing Campaign 10,000
    Camp Kesem at WVU
    PO Box 6444
    Morgantown,WV26505     		N/A Public School cost of campsite rental 3,000
    Charleston Main Streets Inc
    428-A Shrewsbury Street
    Charleston,WV25301     		N/A Public Charity organization support and program implementation 10,000
    Charleston Main Streets Inc
    428-A Shrewsbury Street
    Charleston,WV25301     		N/A Public Charity Ice Cream and the Arts in Elk City event 3,500
    Childhood Language Center
    1313 Quarrier Street
    Charleston,WV25301     		N/A Public Charity provide speech therapy 5,000
    Christian Community Cupboard
    PO Box 511
    Hurricane,WV25526     		N/A Public Charity Continue work of organization during coronavirus pandemic 5,000
    City Union Mission
    1100 East 11th Street
    Kansas City,MO64106     		N/A Public Charity Feed people in need. 1,000
    Covenant House
    600 Shrewsbury Street
    Charleston,WV25301     		N/A Public Charity Continue work of organization during coronavirus pandemic 5,000
    Daymark
    1592 Washington Street East Suite 2
    Charleston,WV25311     		N/A Public Charity meet individual needs of youth living in crisis 2,500
    Daymark
    1592 Washington Street East Suite 2
    Charleston,WV25311     		N/A Public Charity Patchwork Program 1,000
    DECA St Albans High School
    2100 Kanawa Terrace
    St Albans,WV25177     		N/A Public School costs associated with students to attend international conference 2,500
    East Bank High School Alumni Association
    PO Box 123
    Miami,WV25134     		N/A Public School scholarship fund for Riverside seniors 10,000
    Eastern Cabell County Humanities Organization
    1038 Smith Street
    Milton,WV25541     		N/A Public Charity Continue work of organization during coronavirus pandemic 5,000
    Eastern Illinois Food Bank
    2405 North Shore Drive
    Urbana,IL60182     		N/A Public Charity Feed people in need. 1,000
    Empty Bowls Monongalia
    7 Roush Drive
    Westover,WV26501     		N/A Public Charity Continue work of organization during coronavirus pandemic 5,000
    Facing Hunger Food Bank
    1327 7th Avenue
    Huntington,WV25701     		N/A Public Charity Continue work of organization during coronavirus pandemic 5,000
    Family Refuge Center
    Po Box 249
    Lewisburg,WV24901     		N/A Public Charity operational and maintenance for emergency shelter 5,000
    Feed More Inc DBA Central Viginia Foodbank
    1415 Rhoadmiller Street
    Richmond,VA23220     		N/A Public Charity providing food to those in need 1,000
    Festiv-ALL Charleston West Virginia Inc
    PO Box 11287
    Charleston,WV25339     		N/A Public Charity Sponsor for annual fundraising event 1,000
    First Baptist Church of Dunbar
    PO Box 456
    Dunbar,WV25064     		N/A Public Charity In memory of Everette Sullivan 10,000
    Glenville State College Foundation
    200 High Street
    Glenville,WV26351     		N/A Public School student scholarships 10,000
    God's Pantry Food Bank
    1685 Jaggie Fox Way
    Lexington,KY40511     		N/A Public Charity Feed people in need. 1,000
    Golden Girl Group Home
    PO Box 876/999 B street
    Ceredo,WV25507     		N/A Public Charity mentoring for girls 2,500
    Greater Chicago Food Depository
    4100 W Ann Lurie Place
    Chicago,IL60632     		N/A Public Charity Feed people in need. 2,000
    Hacap Food Reservoir
    1515 Hawkeye Drive
    Hiawatha,IA52233     		N/A Public Charity Feed people in need. 1,000
    Harvest Hope Food Bank
    PO Box 451
    Columbia,SC29202     		N/A Public Charity providing food to those in need 1,000
    Huntington Dance Theatre
    825 4the Avenue
    Huntington,WV25701     		N/A Public Charity The Nutcracker sponsor 7,500
    Hurricane Soccer Club
    201 Chase Drive
    Hurricane,WV25526     		N/A Public Charity soccer team expenses 5,000
    Ignite Homeschool Sports Inc
    112 Teays Meadows
    ScottDepot,WV25560     		N/A Public Charity basketball team expenses 1,000
    Kanawha City Elementary School
    3601 Staunton Avenue
    Charleston,WV25304     		N/A Public School Reading Program 3,500
    Kanawha County Dental Health Council Inc
    100 Florida Street
    Charleston,WV25302     		N/A Public Charity dental care for those in need 2,500
    Kids' Chance of Pennsylvania
    1231 Highland Avenue
    Fort Washington,PA19034     		N/A Public Charity scholarship programs for children of PA injured workers 1,000
    Le Casa de Amistad
    746 S Meade Street
    South Bend,IN46619     		N/A Public Charity Support youth and community center. 1,000
    Legal Aid of West Virginia
    922 Quarrier Street 4th Floor
    Charleston,WV25301     		N/A Public Charity 3rd and final installment 25,000
    Lily's Place Inc
    1320 7th Avenue
    Huntington,WV25701     		N/A Public Charity medical care for infants suffering from prenatal drug exposure 20,000
    Loaves and Fishes Community Services
    1871 High Grove Lane
    Naperville,IL60540     		N/A Public Charity Feed people in need. 1,000
    Manna Meal
    1105 Quarrier Street
    Charleston,WV25301     		N/A Public Charity Continue work of organization during coronavirus pandemic 5,000
    Mission WV
    168 Midland Trail Suite 1
    Hurricane,WV25526     		N/A Public Charity efforts to assist relative caregivers 5,000
    Mountain Mission Inc
    1620 7th Avenue
    Charleston,WV25387     		N/A Public Charity emergency financial assistance programs 2,500
    Mountaineer Foodbank
    4848 Enterprise Drive
    Gassaway,WV26624     		N/A Public Charity Continue work of organization during coronavirus pandemic 5,000
    National Youth Science Foundation
    PO Box 3387
    Charleston,WV25333     		N/A Public Charity Stem Education programs 10,000
    Oglebay Foundation
    265 Mansion Drive
    Wheeling,WV26003     		N/A Public Charity handicapped accessible playground 10,000
    OMEGA
    2005 Kanawha Boulevard East
    Charleston,WV25311     		N/A Public Charity Jan Vineyard Charity Golf Outing 5,000
    Pantry Plus More Inc
    9 Rousch Drive
    Westover,WV26501     		N/A Public Charity providing food to school children and families 2,000
    Pelotonia
    450 W Broad Street
    Columbus,OH43215     		N/A Public Charity cycling events to raise money for cancer research 25,000
    Poca High School Baseball Boosters
    1 Dot Way
    Poca,WV25159     		N/A Public School baseball field maintenance 2,000
    Pollen8 Inc dba Cafe Appalachia
    PO Box 8011
    South Charleston,WV25303     		N/A Public Charity cover wages for employees during Covid 19 1,500
    PRIDE Community Services
    PO Box 1346
    Logan,WV25601     		N/A Public Charity Continue work of organization during coronavirus pandemic 5,000
    Read Aloud West Virginia
    PO Box 1784
    Charleston,WV25071     		N/A Public Charity Read aPalooza event 5,000
    Recovery Point of Huntington Inc
    900 20th Street
    Huntington,WV25703     		N/A Public Charity Tee off for Recovery golf fundraiser 1,500
    Riverside High School Volleyball Program
    1 Warrier Way
    Belle,WV25015     		N/A Public School pay for bus for travel games 750
    Rock River Valley Pantry
    421 South Rockton Ave
    Rockford,IL61102     		N/A Public Charity Feed people in need. 1,000
    Ronald McDonald House Charities of Southern West Virginia
    910 Pennsylvania Avenue
    Charleston,WV25302     		N/A Public Charity 4th installment of 5 to support building of new house 200,000
    Saint Francis of Assisi School
    525 Holley Street
    Saint Albans,WV25177     		N/A Public Charity 2020 Annual Silent Auction 500
    Second Harvest Food Bank of Metrolina Inc
    500-B Spratt Street
    Charlotte,NC28206     		N/A Public Charity providing food to those in need 1,000
    Second Harvest Food Bank of Middle Tennessee
    331 Great Circle Road
    Nashville,TN37228     		N/A Public Charity providing food to those in need 1,000
    Shawnee Park Foundation
    375 Henry Hoppy Shores Dr
    Charleston,WV25301     		N/A Public Charity Park redevelopment 200,000
    Soup Kitchen of Greater Wheeling
    1610 Eoff Street
    Wheeling,WV26003     		N/A Public Charity Continue work of organization during coronavirus pandemic 5,000
    South Charleston High School Athletic Department
    1 Eagle Way
    South Charleston,WV25309     		N/A Public School costs associated with athletic program 1,500
    Special Olympics of West Virginia
    3055 Mount Vernon Road
    Hurricane,WV25526     		N/A Public Charity Special Olympics West Virginia Summer Games 1,250
    Sportable
    1365 Overbrook Road Suite 2
    Richmond,VA23220     		N/A Public Charity support ""I am an Athlete"" sports program 25,000
    Spring Hill Elementary School
    1901 Hall Avenue
    Huntington,WV25701     		N/A Public School smoke detectors for students/families 500
    State Fair of West Virginia
    PO Drawer 986
    Lewisburg,WV24901     		N/A Public Charity 4 H and FFA Junior Livestock Show 1,000
    The Change Initiative Inc
    424 North 4th Street Suite 300
    Clarksburg,WV26301     		N/A Public Charity Continue work of organization during coronavirus pandemic 5,000
    The Library Foundation of Kanawaha County
    123 Capitol Street
    Charleston,WV25301     		N/A Public Charity 3rd and final installment 33,000
    Try This West Virginia
    1116 Smith Street Suite 301
    Charleston,WV25301     		N/A Public Charity resources, training for healthier local environments 10,000
    Union Mission Ministries
    PO Box 112
    Charleston,WV25321     		N/A Public Charity Feed People challenge 7,500
    United Way of Central WV
    1 United Way Square
    Charleston,WV25301     		N/A Public Charity support to those in need 5,000
    West Side Middle School
    812 Park Avenue
    Charleston,WV25302     		N/A Public School replace equipment and uniforms with recent school name change 2,500
    West Virginia Breast Health Initiative
    PO Box 6623
    Charleston,WV25302     		N/A Public Charity WVBHI Virtual Race for the Ribbon 2,500
    West Virginia Broadcasters Association
    PO Box 8499 South
    Charleston,WV25303     		N/A Public Charity spring meeting 2,000
    West Virginia Child Advocacy Network
    601 Morris St
    Charleston,WV25301     		N/A Public Charity various programs and operational costs 100,000
    West Virginia Child Advocacy Network
    601 Morris St Suite 202
    Charleston,WV25301     		N/A Public Charity 4th installment of 10- support various programs and operational costs 100,000
    West Virginia Health Right Inc
    1520 Washington Street East
    Charleston,WV25311     		N/A Public Charity medications and consumable supplies 7,500
    West Virginia Independent Colleges and Universities Inc
    1411 Virginia St E Suite 100
    Charleston,WV25301     		N/A Public Charity Circle of Vision Scholarship program 10,000
    West Virginia State University Foundation
    100 Barron Drive
    Institute,WV25112     		N/A Public School 5th installment of 6 Encova scholarship fund 50,000
    West Virginia University
    PO Box 6025
    Morgantown,WV26506     		N/A Public School webinars - Covid 19 comeback 2,500
    Wirt County Health Services Association DBA Coplin Health Systems
    483 Court St
    Elizabeth,WV26143     		N/A Public Charity Dash for Diabetes event 1,250
    WV Voluntary Organizations Active in Disaster Inc
    PO Box 178
    Williamson,WV25661     		N/A Public Charity COVID 19 relief 10,000
    WV Wildcats
    6 Rae Place
    Charleston,WV25314     		N/A Public Charity 2020 Challenge Basketball Tournament 1,750
    WVU Foundation
    One Waterfront Place
    Morgantown,WV26501     		N/A Public School Encova Center for Innovation and Entrepreneurship 350,000
    WVU-Encova Center for Innovation and Entrepreneurship
    2161 University Avenue Suite 450
    Morgantown,WV26505     		N/A Public School ecosystem builders conference 2,500
    YMCA of Kanawha Valley
    100 YMCA Drive
    Charleston,WV25311     		N/A Public Charity Spirit of the Valley 2020 Event 10,000
    Youth Services System Inc
    PO Box 6041
    Wheeling,WV26003     		N/A Public Charity Celebrate Youth Festival 5,000
    YWCA Charleston
    1426 Kanawha Boulevard
    Charleston,WV25301     		N/A Public Charity Foodie Feast 7,500
    YWCA of Charleston WV
    100 YMCA Drive
    Charleston,WV25311     		N/A Public Charity empower women program 25,000
    YWCA of Charleston WV
    1426 Kanawha Blvd East
    Charleston,WV25301     		N/A Public Charity replacing network in Sojourner's Shelter 6,500
    Total .................................bullet 3a 1,543,250
    bApproved for future payment
    Ronald McDonald House Charities of Southern West Virginia
    910 Pennsylvania Avenue
    Charleston,WV25302     		N/A Public Charity 5th installment of 5 to support building of new house 200,000
    Shawnee Park Foundation
    375 Henry Hoppy Shores Dr
    Charleston,WV25301     		N/A Public Charity Park redevelopment 600,000
    Sportable
    1365 Overbrook Road Suite 2
    Richmond,VA23220     		N/A Public Charity support ""I am an Athlete"" sports program 50,000
    West Virginia Child Advocacy Network
    601 Morris St
    Charleston,WV25301     		N/A Public Charity support mission and operational costs 500,000
    West Virginia State University Foundation
    100 Barron Drive
    INstitute,WV25112     		N/A Public Charity Final installment- Encova Scholarship Fund 100,000
    WVU Foundation
    One Waterfront Place
    Morgantown,WV26501     		N/A Public School Encova Center for Innovation and Entrepreneurship 1,650,000
    YWCA Charleston
    1426 Kanawha Boulevard
    Charleston,WV25301     		N/A Public Charity support various programs 75,000
    Total .................................bullet 3b 3,175,000
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 76  
    4 Dividends and interest from securities....     14 960,400  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....     01 60,170  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		        1,424,834
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 1,020,646 1,424,834
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    2,445,480
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    8 Sales of investment securities
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    American Heart Association162 Court St
    Charleston,WV21502     		N/A Public Charity Charleston Heart Walk 5,000
    American Red Cross113 Lakeview Drive
    Charleston,WV25313     		N/A Public Charity new vehicle last installment 50,000
    American Red Cross113 Lakeview Drive
    Charleston,WV25313     		N/A Public Charity services for communities affected by COVID-19 5,000
    Atlanta Mission2353 Bolton Rd
    Atlanta,GA30318     		N/A Public Charity providing food to those in need 1,000
    Bags of Blessings102 Nazarene Drive
    South Charleston,WV25309     		N/A Public Charity Christmas distribution 4,500
    Big Brothers Big Sisters of the Tri-State Endowment Foundation501 Fifth Avenue Suite 3
    Huntington,WV25701     		N/A Public Charity provide guidance and companionship to at risk children 1,000
    Bridgeview Elementary PTO5100 Ohio Street
    South Charleston,WV25309     		N/A Public School Fun Run sponsor 250
    Cabell Huntington Hospital Foundation1340 Hal Greer Boulevard
    Huntington,WV25701     		N/A Public Charity patient and family resource center 10,000
    CADCO Foundation Inc1116 Smith Street 301
    Charleston,WV25301     		N/A Public Charity Building Our Advantage - marketing strategy 10,000
    CADCO Foundation Inc1116 Smith Street 301
    Charleston,WV25301     		N/A Public Charity Advantage Valley Digital Marketing Campaign 10,000
    Camp Kesem at WVUPO Box 6444
    Morgantown,WV26505     		N/A Public School cost of campsite rental 3,000
    Charleston Main Streets Inc428-A Shrewsbury Street
    Charleston,WV25301     		N/A Public Charity organization support and program implementation 10,000
    Charleston Main Streets Inc428-A Shrewsbury Street
    Charleston,WV25301     		N/A Public Charity Ice Cream and the Arts in Elk City event 3,500
    Childhood Language Center1313 Quarrier Street
    Charleston,WV25301     		N/A Public Charity provide speech therapy 5,000
    Christian Community CupboardPO Box 511
    Hurricane,WV25526     		N/A Public Charity Continue work of organization during coronavirus pandemic 5,000
    City Union Mission1100 East 11th Street
    Kansas City,MO64106     		N/A Public Charity Feed people in need. 1,000
    Covenant House600 Shrewsbury Street
    Charleston,WV25301     		N/A Public Charity Continue work of organization during coronavirus pandemic 5,000
    Daymark1592 Washington Street East Suite 2
    Charleston,WV25311     		N/A Public Charity meet individual needs of youth living in crisis 2,500
    Daymark1592 Washington Street East Suite 2
    Charleston,WV25311     		N/A Public Charity Patchwork Program 1,000
    DECA St Albans High School2100 Kanawa Terrace
    St Albans,WV25177     		N/A Public School costs associated with students to attend international conference 2,500
    East Bank High School Alumni AssociationPO Box 123
    Miami,WV25134     		N/A Public School scholarship fund for Riverside seniors 10,000
    Eastern Cabell County Humanities Organization1038 Smith Street
    Milton,WV25541     		N/A Public Charity Continue work of organization during coronavirus pandemic 5,000
    Eastern Illinois Food Bank2405 North Shore Drive
    Urbana,IL60182     		N/A Public Charity Feed people in need. 1,000
    Empty Bowls Monongalia7 Roush Drive
    Westover,WV26501     		N/A Public Charity Continue work of organization during coronavirus pandemic 5,000
    Facing Hunger Food Bank1327 7th Avenue
    Huntington,WV25701     		N/A Public Charity Continue work of organization during coronavirus pandemic 5,000
    Family Refuge CenterPo Box 249
    Lewisburg,WV24901     		N/A Public Charity operational and maintenance for emergency shelter 5,000
    Feed More Inc DBA Central Viginia Foodbank1415 Rhoadmiller Street
    Richmond,VA23220     		N/A Public Charity providing food to those in need 1,000
    Festiv-ALL Charleston West Virginia IncPO Box 11287
    Charleston,WV25339     		N/A Public Charity Sponsor for annual fundraising event 1,000
    First Baptist Church of DunbarPO Box 456
    Dunbar,WV25064     		N/A Public Charity In memory of Everette Sullivan 10,000
    Glenville State College Foundation200 High Street
    Glenville,WV26351     		N/A Public School student scholarships 10,000
    God's Pantry Food Bank1685 Jaggie Fox Way
    Lexington,KY40511     		N/A Public Charity Feed people in need. 1,000
    Golden Girl Group HomePO Box 876/999 B street
    Ceredo,WV25507     		N/A Public Charity mentoring for girls 2,500
    Greater Chicago Food Depository4100 W Ann Lurie Place
    Chicago,IL60632     		N/A Public Charity Feed people in need. 2,000
    Hacap Food Reservoir1515 Hawkeye Drive
    Hiawatha,IA52233     		N/A Public Charity Feed people in need. 1,000
    Harvest Hope Food BankPO Box 451
    Columbia,SC29202     		N/A Public Charity providing food to those in need 1,000
    Huntington Dance Theatre825 4the Avenue
    Huntington,WV25701     		N/A Public Charity The Nutcracker sponsor 7,500
    Hurricane Soccer Club201 Chase Drive
    Hurricane,WV25526     		N/A Public Charity soccer team expenses 5,000
    Ignite Homeschool Sports Inc112 Teays Meadows
    ScottDepot,WV25560     		N/A Public Charity basketball team expenses 1,000
    Kanawha City Elementary School3601 Staunton Avenue
    Charleston,WV25304     		N/A Public School Reading Program 3,500
    Kanawha County Dental Health Council Inc100 Florida Street
    Charleston,WV25302     		N/A Public Charity dental care for those in need 2,500
    Kids' Chance of Pennsylvania1231 Highland Avenue
    Fort Washington,PA19034     		N/A Public Charity scholarship programs for children of PA injured workers 1,000
    Le Casa de Amistad746 S Meade Street
    South Bend,IN46619     		N/A Public Charity Support youth and community center. 1,000
    Legal Aid of West Virginia922 Quarrier Street 4th Floor
    Charleston,WV25301     		N/A Public Charity 3rd and final installment 25,000
    Lily's Place Inc1320 7th Avenue
    Huntington,WV25701     		N/A Public Charity medical care for infants suffering from prenatal drug exposure 20,000
    Loaves and Fishes Community Services1871 High Grove Lane
    Naperville,IL60540     		N/A Public Charity Feed people in need. 1,000
    Manna Meal1105 Quarrier Street
    Charleston,WV25301     		N/A Public Charity Continue work of organization during coronavirus pandemic 5,000
    Mission WV168 Midland Trail Suite 1
    Hurricane,WV25526     		N/A Public Charity efforts to assist relative caregivers 5,000
    Mountain Mission Inc1620 7th Avenue
    Charleston,WV25387     		N/A Public Charity emergency financial assistance programs 2,500
    Mountaineer Foodbank4848 Enterprise Drive
    Gassaway,WV26624     		N/A Public Charity Continue work of organization during coronavirus pandemic 5,000
    National Youth Science FoundationPO Box 3387
    Charleston,WV25333     		N/A Public Charity Stem Education programs 10,000
    Oglebay Foundation265 Mansion Drive
    Wheeling,WV26003     		N/A Public Charity handicapped accessible playground 10,000
    OMEGA2005 Kanawha Boulevard East
    Charleston,WV25311     		N/A Public Charity Jan Vineyard Charity Golf Outing 5,000
    Pantry Plus More Inc9 Rousch Drive
    Westover,WV26501     		N/A Public Charity providing food to school children and families 2,000
    Pelotonia450 W Broad Street
    Columbus,OH43215     		N/A Public Charity cycling events to raise money for cancer research 25,000
    Poca High School Baseball Boosters1 Dot Way
    Poca,WV25159     		N/A Public School baseball field maintenance 2,000
    Pollen8 Inc dba Cafe AppalachiaPO Box 8011
    South Charleston,WV25303     		N/A Public Charity cover wages for employees during Covid 19 1,500
    PRIDE Community ServicesPO Box 1346
    Logan,WV25601     		N/A Public Charity Continue work of organization during coronavirus pandemic 5,000
    Read Aloud West VirginiaPO Box 1784
    Charleston,WV25071     		N/A Public Charity Read aPalooza event 5,000
    Recovery Point of Huntington Inc900 20th Street
    Huntington,WV25703     		N/A Public Charity Tee off for Recovery golf fundraiser 1,500
    Riverside High School Volleyball Program1 Warrier Way
    Belle,WV25015     		N/A Public School pay for bus for travel games 750
    Rock River Valley Pantry421 South Rockton Ave
    Rockford,IL61102     		N/A Public Charity Feed people in need. 1,000
    Ronald McDonald House Charities of Southern West Virginia910 Pennsylvania Avenue
    Charleston,WV25302     		N/A Public Charity 4th installment of 5 to support building of new house 200,000
    Saint Francis of Assisi School525 Holley Street
    Saint Albans,WV25177     		N/A Public Charity 2020 Annual Silent Auction 500
    Second Harvest Food Bank of Metrolina Inc500-B Spratt Street
    Charlotte,NC28206     		N/A Public Charity providing food to those in need 1,000
    Second Harvest Food Bank of Middle Tennessee331 Great Circle Road
    Nashville,TN37228     		N/A Public Charity providing food to those in need 1,000
    Shawnee Park Foundation375 Henry Hoppy Shores Dr
    Charleston,WV25301     		N/A Public Charity Park redevelopment 200,000
    Soup Kitchen of Greater Wheeling1610 Eoff Street
    Wheeling,WV26003     		N/A Public Charity Continue work of organization during coronavirus pandemic 5,000
    South Charleston High School Athletic Department1 Eagle Way
    South Charleston,WV25309     		N/A Public School costs associated with athletic program 1,500
    Special Olympics of West Virginia3055 Mount Vernon Road
    Hurricane,WV25526     		N/A Public Charity Special Olympics West Virginia Summer Games 1,250
    Sportable1365 Overbrook Road Suite 2
    Richmond,VA23220     		N/A Public Charity support ""I am an Athlete"" sports program 25,000
    Spring Hill Elementary School1901 Hall Avenue
    Huntington,WV25701     		N/A Public School smoke detectors for students/families 500
    State Fair of West VirginiaPO Drawer 986
    Lewisburg,WV24901     		N/A Public Charity 4 H and FFA Junior Livestock Show 1,000
    The Change Initiative Inc424 North 4th Street Suite 300
    Clarksburg,WV26301     		N/A Public Charity Continue work of organization during coronavirus pandemic 5,000
    The Library Foundation of Kanawaha County123 Capitol Street
    Charleston,WV25301     		N/A Public Charity 3rd and final installment 33,000
    Try This West Virginia1116 Smith Street Suite 301
    Charleston,WV25301     		N/A Public Charity resources, training for healthier local environments 10,000
    Union Mission MinistriesPO Box 112
    Charleston,WV25321     		N/A Public Charity Feed People challenge 7,500
    United Way of Central WV1 United Way Square
    Charleston,WV25301     		N/A Public Charity support to those in need 5,000
    West Side Middle School812 Park Avenue
    Charleston,WV25302     		N/A Public School replace equipment and uniforms with recent school name change 2,500
    West Virginia Breast Health InitiativePO Box 6623
    Charleston,WV25302     		N/A Public Charity WVBHI Virtual Race for the Ribbon 2,500
    West Virginia Broadcasters AssociationPO Box 8499 South
    Charleston,WV25303     		N/A Public Charity spring meeting 2,000
    West Virginia Child Advocacy Network601 Morris St
    Charleston,WV25301     		N/A Public Charity various programs and operational costs 100,000
    West Virginia Child Advocacy Network601 Morris St Suite 202
    Charleston,WV25301     		N/A Public Charity 4th installment of 10- support various programs and operational costs 100,000
    West Virginia Health Right Inc1520 Washington Street East
    Charleston,WV25311     		N/A Public Charity medications and consumable supplies 7,500
    West Virginia Independent Colleges and Universities Inc1411 Virginia St E Suite 100
    Charleston,WV25301     		N/A Public Charity Circle of Vision Scholarship program 10,000
    West Virginia State University Foundation100 Barron Drive
    Institute,WV25112     		N/A Public School 5th installment of 6 Encova scholarship fund 50,000
    West Virginia UniversityPO Box 6025
    Morgantown,WV26506     		N/A Public School webinars - Covid 19 comeback 2,500
    Wirt County Health Services Association DBA Coplin Health Systems483 Court St
    Elizabeth,WV26143     		N/A Public Charity Dash for Diabetes event 1,250
    WV Voluntary Organizations Active in Disaster IncPO Box 178
    Williamson,WV25661     		N/A Public Charity COVID 19 relief 10,000
    WV Wildcats6 Rae Place
    Charleston,WV25314     		N/A Public Charity 2020 Challenge Basketball Tournament 1,750
    WVU FoundationOne Waterfront Place
    Morgantown,WV26501     		N/A Public School Encova Center for Innovation and Entrepreneurship 350,000
    WVU-Encova Center for Innovation and Entrepreneurship2161 University Avenue Suite 450
    Morgantown,WV26505     		N/A Public School ecosystem builders conference 2,500
    YMCA of Kanawha Valley100 YMCA Drive
    Charleston,WV25311     		N/A Public Charity Spirit of the Valley 2020 Event 10,000
    Youth Services System IncPO Box 6041
    Wheeling,WV26003     		N/A Public Charity Celebrate Youth Festival 5,000
    YWCA Charleston1426 Kanawha Boulevard
    Charleston,WV25301     		N/A Public Charity Foodie Feast 7,500
    YWCA of Charleston WV100 YMCA Drive
    Charleston,WV25311     		N/A Public Charity empower women program 25,000
    YWCA of Charleston WV1426 Kanawha Blvd East
    Charleston,WV25301     		N/A Public Charity replacing network in Sojourner's Shelter 6,500
    Total ...............................bullet 3a 1,543,250
    bApproved for future payment
    Ronald McDonald House Charities of Southern West Virginia910 Pennsylvania Avenue
    Charleston,WV25302     		N/A Public Charity 5th installment of 5 to support building of new house 200,000
    Shawnee Park Foundation375 Henry Hoppy Shores Dr
    Charleston,WV25301     		N/A Public Charity Park redevelopment 600,000
    Sportable1365 Overbrook Road Suite 2
    Richmond,VA23220     		N/A Public Charity support ""I am an Athlete"" sports program 50,000
    West Virginia Child Advocacy Network601 Morris St
    Charleston,WV25301     		N/A Public Charity support mission and operational costs 500,000
    West Virginia State University Foundation100 Barron Drive
    INstitute,WV25112     		N/A Public Charity Final installment- Encova Scholarship Fund 100,000
    WVU FoundationOne Waterfront Place
    Morgantown,WV26501     		N/A Public School Encova Center for Innovation and Entrepreneurship 1,650,000
    YWCA Charleston1426 Kanawha Boulevard
    Charleston,WV25301     		N/A Public Charity support various programs 75,000
    Total ................................bullet 3b 3,175,000

    TY 2020 AccountingFeesSchedule
    Name:
    Encova Foundation of West Virginia
    EIN:
    80-0772825
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Accounting Fees 5,627 5,627   0

    TY 2020 InvestmentsOtherSchedule2
    Name:
    Encova Foundation of West Virginia
    EIN:
    80-0772825
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    Investments AT COST 50,587,507 50,587,507

    TY 2020 OtherExpensesSchedule
    Name:
    Encova Foundation of West Virginia
    EIN:
    80-0772825
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Bank fees 6,572 6,572   0
    Amortization 76,624 76,624   0


    TY 2020 OtherIncomeSchedule2
    Name:
    Encova Foundation of West Virginia
    EIN:
    80-0772825
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Miscellaneous 60,170 60,170 60,170


    TY 2020 OtherIncreasesSchedule
    Name:
    Encova Foundation of West Virginia
    EIN:
    80-0772825
    Description Amount
    Unrealized gains/losses on investments 4,944,317


    TY 2020 OtherLiabilitiesSchedule
    Name:
    Encova Foundation of West Virginia
    EIN:
    80-0772825
    Description Beginning of Year - Book Value End of Year - Book Value
    Pending settlment -168 -5,584


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    Encova Foundation of West Virginia
    EIN:
    80-0772825
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment fees 221,414 203,406   0


    TY 2020 TaxesSchedule
    Name:
    Encova Foundation of West Virginia
    EIN:
    80-0772825
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Income Taxes 39,897 39,897   0