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
TRUIST WEST VIRGINIA FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 2907 - MC 100-01-02-50
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WILSON, NC278942907
A Employer identification number

55-6017269
B Telephone number (see instructions)

(304) 348-7271
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$12,914,155J 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      
4 Dividends and interest from securities... 211,617 211,283  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 906,039
b Gross sales price for all assets on line 6a 8,951,156
7 Capital gain net income (from Part IV, line 2)... 906,039
8 Net short-term capital gain......... 0
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 5,427 62  
12 Total. Add lines 1 through 11........ 1,123,083 1,117,384  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment 1,000 0 0 1,000
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 2,718 2,718   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 338 338    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 4,056 3,056 0 1,000
25 Contributions, gifts, grants paid....... 687,750 687,750
26 Total expenses and disbursements. Add lines 24 and 25 691,806 3,056 0 688,750
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 431,277
b Net investment income (if negative, enter -0-) 1,114,328
c Adjusted net income (if negative, enter -0-)... 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.............   5 5
2 Savings and temporary cash investments......... 304,105 606,177 606,177
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
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 bullet0      
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)....... 6,252,996    
c Investments—corporate bonds (attach schedule)....... 4,040,632 Click to see attachment3,798,133 3,814,045
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 9,560 Click to see attachment6,621,679 8,493,422
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)   Click to see attachment9,560 Click to see attachment506
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 10,607,293 11,035,554 12,914,155
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
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)    
23 Total liabilities (add lines 17 through 22).........   0
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........ 10,607,293 11,035,554
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 10,607,293 11,035,554
30 Total liabilities and net assets/fund balances (see instructions). 10,607,293 11,035,554
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
10,607,293
2
Enter amount from Part I, line 27a .....................
2
431,277
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
4,355
4
Add lines 1, 2, and 3 ..........................
4
11,042,925
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
7,371
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
11,035,554
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 1381.215 INVESCO DEVELOPING MARKETS FUND   2019-09-19 2020-04-08
b 6775.068 CAUSEWAY INTL VALUE-INST     2020-04-08
c 586. ISHARES MSCI EAFE SMALL CAP ETF   2019-09-19 2020-04-08
d 185. ISHARES MSCI EAFE SMALL CAP ETF   2019-02-22 2020-04-08
e 2227.171 LAZARD EMERGING MARKETS FD INSTL CL   2019-09-19 2020-04-08
170.354 NEUBERGER BERMAN STRAT INC-I   2019-12-18 2020-04-08
14920.189 NEUBERGER BERMAN STRAT INC-I   2015-05-21 2020-04-08
13837.638 STERLING CAPITAL TOTAL RETURN BOND FUND     2020-04-08
1351.585 DOUBLELINE TOTL RET BND-I   2019-12-18 2020-05-14
8648.415 DOUBLELINE TOTL RET BND-I   2011-12-12 2020-05-14
9070. NEUBERGER BERMAN STRAT INC-I     2020-05-14
4225.222 DOUBLELINE TOTL RET BND-I   2011-12-12 2020-07-06
63.657 FEDERATED HERMES MDT SM CAP GR   2019-02-22 2020-07-06
6456.475 FIDELITY S/T TRSRY BND-INS PR   2019-12-18 2020-07-06
18750.021 FIDELITY S/T TRSRY BND-INS PR   2019-04-26 2020-07-06
46.808 HARDING LOEVNER INTL EQ-INST     2020-07-06
4086.994 NATIXIS LOOMIS SAY GROWTH-Y   2018-09-04 2020-07-06
6332.188 METROPOLITAN WEST T/R BD-PLN   2016-03-04 2020-07-06
2785.397 MSIF GLOBAL OPPORTUNITY-IS   2017-08-17 2020-07-06
12699.965 PIMCO REAL RETURN INSTL -122     2020-07-06
1551.212 PGIM INVESTMENTS TTL RETURN BOND R6   2017-12-08 2020-07-06
1356.314 STERLING CAP EQTY INC-R6   2019-12-18 2020-07-06
33111.556 STERLING CAP EQTY INC-R6     2020-07-06
749.976 TOUCHSTONE MID CAP GROW-INST   2018-09-04 2020-07-06
120.942 VANGUARD 500 INDEX ADMIRAL FUND   2019-02-22 2020-07-06
65.082 VIRTUS KAR SMALL CAP VALUE I   2019-12-18 2020-07-06
553.074 VIRTUS KAR SMALL CAP VALUE I   2019-02-22 2020-07-06
168.165 INVESCO DEVELOPING MARKETS FUND   2019-09-19 2020-11-02
12055.874 DOUBLELINE TOTL RET BND-I     2020-11-02
259.296 FEDERATED HERMES MDT SM CAP GR   2019-02-22 2020-11-02
11337.618 HOTCHKIS & WILEY HIGH YIELD FUND-I   2020-07-06 2020-11-02
25. ISHARES MSCI EAFE SMALL CAP ETF   2019-02-22 2020-11-02
5033.904 LAZARD EMERGING MARKETS FD INSTL CL   2020-07-06 2020-11-02
15273.111 LAZARD EMERGING MARKETS FD INSTL CL     2020-11-02
1366.332 NATIXIS LOOMIS SAY GROWTH-Y     2020-11-02
1321.189 METROPOLITAN WEST T/R BD-PLN   2019-12-18 2020-11-02
57611.002 METROPOLITAN WEST T/R BD-PLN     2020-11-02
991.103 MSIF GLOBAL OPPORTUNITY-IS   2019-09-19 2020-11-02
9070.157 NEUBERGER BERMAN STRAT INC-I   2016-03-04 2020-11-02
7020.257 NEUBERGER BERMAN STRAT INC-I   2020-07-06 2020-11-02
7194.723 PIMCO PIMS FOREIGN BOND FUND   2020-07-06 2020-11-02
531.566 PGIM INVESTMENTS TTL RETURN BOND R6   2019-12-18 2020-11-02
48926.719 PGIM INVESTMENTS TTL RETURN BOND R6     2020-11-02
1158.295 STERLING CAP TTL RTRN BND-R6   2019-12-18 2020-11-02
83455.73 STERLING CAP TTL RTRN BND-R6     2020-11-02
376.936 TOUCHSTONE MID CAP GROW-INST   2019-12-18 2020-11-02
12351.092 TOUCHSTONE MID CAP GROW-INST     2020-11-02
4380.246 TOUCHSTONE MID CAP VALUE-INS   2020-07-06 2020-11-02
37591.134 TOUCHSTONE MID CAP VALUE-INS     2020-11-02
88. VANGUARD DIVIDEND APPREC ETF   2020-07-06 2020-11-02
86.038 VANGUARD 500 INDEX ADMIRAL FUND   2019-09-19 2020-11-02
632.537 VIRTUS KAR SMALL CAP VALUE I     2020-11-02
105.49 INVESCO DEVELOPING MARKETS FUND   2019-09-19 2020-11-09
17375.608 CAUSEWAY INTL VALUE-INST     2020-11-09
27875.292 CAUSEWAY INTL VALUE-INST     2020-11-09
11086.966 FEDERATED HERMES MDT SM CAP GR     2020-11-09
50.104 HARTFORD DIVIDEND AND GRTH-Y   2020-11-02 2020-11-09
89. ISHARES CORE S&P MID-CAP ETF   2020-11-02 2020-11-09
224. ISHARES MSCI EAFE SMALL CAP ETF   2019-02-22 2020-11-09
950.764 NATIXIS LOOMIS SAY GROWTH-Y   2019-02-22 2020-11-09
5085.074 MSIF GLOBAL OPPORTUNITY-IS     2020-11-09
15.512 VAN ECK EMERGING MARKETS-I   2020-11-02 2020-11-09
98. VANGUARD DIVIDEND APPREC ETF   2020-07-06 2020-11-09
2411.077 VANGUARD DEVELOPED MKTS INDEX -127     2020-11-09
22441.362 VANGUARD DEVELOPED MKTS INDEX -127     2020-11-09
88.178 VANGUARD 500 INDEX ADMIRAL FUND   2019-09-19 2020-11-09
121.817 VIRTUS KAR SMALL CAP VALUE I   2017-03-30 2020-11-09
174.52 INVESCO DEVELOPING MARKETS FUND   2019-09-19 2020-12-02
84.036 JOHCM INTERNATIONAL SEL-I   2020-11-09 2020-12-02
847.769 EATON VANCE-ATLANTA SMID-R6   2020-11-02 2020-12-02
372.858 HARDING LOEVNER INTL EQ-INST   2019-09-19 2020-12-02
640.496 HARTFORD DIVIDEND AND GRTH-Y     2020-12-02
30. ISHARES MSCI EAFE SMALL CAP ETF   2019-02-22 2020-12-02
4640.913 MSIF GLOBAL OPPORTUNITY-IS   2017-08-17 2020-12-02
76.2 T ROWE PR QM US S/C GR EQ-I   2020-11-09 2020-12-02
570.453 VANGUARD 500 INDEX ADMIRAL FUND     2020-12-02
830.528 VIRTUS KAR SMALL CAP VALUE I   2017-03-30 2020-12-02
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(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 50,000   58,729 -8,729
b 75,000   100,993 -25,993
c 26,687   33,871 -7,184
d 8,425   10,554 -2,129
e 30,000   37,906 -7,906
1,693   1,888 -195
148,307   166,366 -18,059
150,000   152,157 -2,157
14,313   14,408 -95
91,587   96,629 -5,042
93,058   99,356 -6,298
45,294   47,209 -1,915
1,536   1,546 -10
70,311   67,858 2,453
204,188   194,438 9,750
1,104   1,021 83
85,377   69,847 15,530
68,894   63,948 4,946
98,965   57,902 41,063
151,257   141,839 9,418
22,927   22,564 363
26,258   29,339 -3,081
641,040   585,340 55,700
25,619   24,382 1,237
35,495   31,276 4,219
1,252   1,263 -11
10,641   9,762 879
7,690   7,150 540
128,877   134,177 -5,300
6,667   6,296 371
119,045   117,118 1,927
1,428   1,426 2
74,703   77,472 -2,769
226,653   276,190 -49,537
29,854   22,343 7,511
14,388   13,569 819
627,384   573,644 53,740
39,317   26,423 12,894
99,590   95,154 4,436
77,082   76,451 631
79,358   77,703 1,655
7,846   7,667 179
722,158   707,174 14,984
13,123   12,522 601
945,553   892,452 53,101
13,641   12,567 1,074
446,986   394,965 52,021
77,092   72,405 4,687
661,604   572,812 88,792
11,211   10,463 748
26,307   23,976 2,331
13,233   11,157 2,076
5,232   4,485 747
252,294   228,278 24,016
404,749   410,349 -5,600
303,894   217,011 86,883
1,379   1,272 107
18,704   17,116 1,588
14,044   12,779 1,265
22,172   15,250 6,922
220,184   109,504 110,680
327   307 20
13,478   11,652 1,826
33,586   30,975 2,611
312,608   301,120 11,488
28,929   24,573 4,356
2,690   2,139 551
8,972   7,421 1,551
2,538   2,435 103
30,706   30,274 432
10,179   8,244 1,935
18,421   15,775 2,646
1,969   1,711 258
204,479   96,474 108,005
3,530   3,383 147
193,675   132,339 61,336
19,659   14,584 5,075
      172,740
      172,740
      172,740
      172,740
      172,740
      172,740
      172,740
      172,740
      172,740
      172,740
      172,740
      172,740
      172,740
      172,740
      172,740
      172,740
      172,740
      172,740
      172,740
      172,740
      172,740
      172,740
      172,740
      172,740
      172,740
      172,740
      172,740
      172,740
      172,740
      172,740
      172,740
      172,740
      172,740
      172,740
      172,740
      172,740
      172,740
      172,740
      172,740
      172,740
      172,740
      172,740
      172,740
      172,740
      172,740
      172,740
      172,740
      172,740
      172,740
      172,740
      172,740
      172,740
      172,740
      172,740
      172,740
      172,740
      172,740
      172,740
      172,740
      172,740
      172,740
      172,740
      172,740
      172,740
      172,740
      172,740
      172,740
      172,740
      172,740
      172,740
      172,740
      172,740
      172,740
      172,740
      172,740
      172,740
      172,740
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       -8,729
b       -25,993
c       -7,184
d       -2,129
e       -7,906
      -195
      -18,059
      -2,157
      -95
      -5,042
      -6,298
      -1,915
      -10
      2,453
      9,750
      83
      15,530
      4,946
      41,063
      9,418
      363
      -3,081
      55,700
      1,237
      4,219
      -11
      879
      540
      -5,300
      371
      1,927
      2
      -2,769
      -49,537
      7,511
      819
      53,740
      12,894
      4,436
      631
      1,655
      179
      14,984
      601
      53,101
      1,074
      52,021
      4,687
      88,792
      748
      2,331
      2,076
      747
      24,016
      -5,600
      86,883
      107
      1,588
      1,265
      6,922
      110,680
      20
      1,826
      2,611
      11,488
      4,356
      551
      1,551
      103
      432
      1,935
      2,646
      258
      108,005
      147
      61,336
      5,075
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 906,039
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 15,489
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 15,489
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 15,489
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 3,868
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 19,409
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 23,277
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
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 7,788
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet7,788 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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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 addressbulletN/A
    14
    The books are in care ofbulletTRUIST BANK NA Telephone no.bullet (304) 348-7271

    Located atbullet300 SUMMERS ST FL 2CHARLESTONWV ZIP+4bullet253011624
    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
    MRS PHYLLIS H ARNOLD MEMBER & TRUSTEE
    1     		0    
    1400 CONNELL RD
    CHARLESTON,WV25314
    MR C EDWARD GAUNCH MEMBER & TRUSTEE
    1     		0    
    524 WOODBRIDGE DRIVE
    CHARLESTON,WV25301
    MR J HOLMES MORRISON MEMBER & TRUSTEE
    1     		0    
    P O BOX 1793
    CHARLESTON,WV25326
    MR STEVEN M RUBIN MEMBER & TRUSTEE
    1     		0    
    1700 PENNSYLVANIA AVENUE
    CHARLESTON,WV25302
    MR K RICHARD C SINCLAIR MEMBER & TRUSTEE
    1     		0    
    P O BOX 757
    ST ALBANS,WV25177
    DR EDWIN H WELCH MEMBER & TRUSTEE
    1     		0    
    2300 MACCORKLE AVENUE SE
    CHARLESTON,WV25304
    MR ROBERT O ORDERS JR MEMBER & TRUSTEE
    1     		0    
    501 6TH AVE
    ST ALBANS,WV25177
    MRS ELLEN S CAPPELANTI MEMBER & TRUSTEE
    1     		0    
    500 LEE ST E 1600
    CHARLESTON,WV25301
    MR BOBBY BLAKELY MEMBER & TRUSTEE
    1     		0    
    PO BOX 1793
    CHARLESTON,WV25326
    JENNIFER WILLITS DIRECTOR
    1     		0    
    300 SUMMERS ST FL 3
    CHARLESTON,WV25326
    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.........................bullet  
    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
    11,098,209
    b
    Average of monthly cash balances.......................
    1b
    492,226
    c
    Fair market value of all other assets (see instructions)................
    1c
    506
    d
    Total (add lines 1a, b, and c).........................
    1d
    11,590,941
    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
    11,590,941
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    173,864
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    11,417,077
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    570,854
    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
    570,854
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    15,489
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    15,489
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    555,365
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    4,000
    5
    Add lines 3 and 4............................
    5
    559,365
    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
    559,365
    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
    688,750
    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
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    688,750
    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
    688,750
    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 7 559,365
    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...... 120,852
    b From 2016...... 130,322
    c From 2017...... 80,940
    d From 2018...... 92,856
    e From 2019...... 118,347
    fTotal of lines 3a through e........ 543,317
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 688,750
    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..... 559,365
    e Remaining amount distributed out of corpus 129,385
    5 Excess distributions carryover applied to 2020. 0 0
    (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 5 672,702
    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) ...     		120,852
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		551,850
    10 Analysis of line 9:
    a Excess from 2016.... 130,322
    b Excess from 2017.... 80,940
    c Excess from 2018.... 92,856
    d Excess from 2019.... 118,347
    e Excess from 2020.... 129,385
    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).)
    NONE
    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.
    NONE
    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:
    JACQUELINE M KEENE
    P O BOX 1793
    CHARLESTON,WV25326
    (304) 348-7271
    bThe form in which applications should be submitted and information and materials they should include:
    Application Form includes name, contact, amount, funding, Relationship, financial data, geographic area, 501c3 status, W-9, and purpose.
    cAny submission deadlines:
    December 1
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    WEST VIRGINIA ORGANIZATIONS ONLY
    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
    FAIRMONT STATE FOUNDATION
    PO BOX 461
    FAIRMOUNT,WV26555     		NONE PC GENERAL OPERATING 1,500
    WEST VIRGINIA SENIOR SPORTS CLASSIC
    602 TENNESSEE AVENUE
    CHARLESTON,WV25302     		NONE PC GENERAL OPERATING 1,000
    BUCKSKIN COUNCIL BSA
    2829 KANAWHA BLVD E
    CHARLESTON,WV25311     		NONE PC GENERAL OPERATING 20,000
    CENTER FOR RURAL HEALTH DEVELOPMENT
    3465-B TEAYS VALLEY ROAD
    HURRICANE,WV25526     		NONE PC GENERAL OPERATING 5,000
    GIRL SCOUTS OF THE BLACK DIAMOND CO
    PO BOX 507
    CHARLESTON,WV25322     		NONE PC GENERAL OPERATING 7,500
    WV FINANCIAL EDUCATION FOUNDATION
    600 QUARRIER STREET
    CHARLESTON,WV25301     		NONE PC GENERAL OPERATING 5,000
    WOOD COUNTY SOCIETY
    521 MARKET STREET
    PARKERSBURG,WV26101     		NONE PC GENERAL OPERATING 3,000
    TAMARACK FOUNDATION
    3310 PIEDMONT ROAD
    CHARLESTON,WV25306     		NONE PC GENERAL OPERATING 5,000
    HUNTINGTON AREA DEVELOPMENT COUNCIL
    916 FIFTH AVE SUITE 400
    HUNTINGTON,WV25701     		NONE PC GENERAL OPERATING 8,000
    FELLOWSHIP OF CHRISTIAN ATHLETES
    PO BOX 11556
    CHARLESTON,WV25339     		NONE PC GENERAL OPERATING 3,000
    CAMP APPALACHIA
    62 CAMP APPALACHIA WAY
    SCOTT DEPOT,WV25560     		NONE PC GENERAL OPERATING 5,000
    GREENBRIER VALLEY THEATRE
    113 E WASHINGTON STREET
    LEWISBURG,WV24901     		NONE PC GENERAL OPERATING 2,000
    MID-OHIO VALLEY SYMPHONY ORCHESTRA
    PO BOX 5511
    VIENNA,WV26105     		NONE PC GENERAL OPERATING 2,000
    YOUTH SERVICES SYSTEM INC
    PO BOX 6041
    WHEELING,WV26003     		NONE PC GENERAL OPERATING 5,000
    DISCOVER THE REAL WV FOUNDATION
    405 CAPITOL STREET SUITE 512
    CHARLESTON,WV25301     		NONE PC GENERAL OPERATING 5,000
    UNITED WAY OF MARION COUNTY
    112 ADAMS ST SUITE 205
    FAIRMONT,WV26554     		NONE PC GENERAL OPERATING 1,650
    FESTIVALL CHARLESTON
    PO BOX 11287
    CHARLESTON,WV25339     		NONE PC GENERAL OPERATING 5,000
    RONALD MCDONALD HOUSE
    910 PENNSYLVANIA AVENUE
    CHARLESTON,WV25302     		N/A PC GENERAL OPERATING 5,000
    ALZHEIMER'S ASSOCIATION
    1601 2ND AVE
    CHARLESTON,WV25387     		NONE PC GENERAL OPERATING 1,000
    MON HEALTH MEDICAL CENTER FOUNDATION
    1200 JD ANDERSON DRIVE
    MORGANTOWN,WV26505     		NONE PC GENERAL OPERATING 5,000
    WVU MEDICINE CHILDREN'S
    1 MEDICAL CENTER DR
    MORGANTOWN,WV26506     		NONE PC GENERAL OPERATING 30,000
    AMERICAN HEART ASSOCIATION
    7272 GREENVILLE AVE
    Dallas,TX75231     		NONE PC GENERAL OPERATING 5,500
    Nicholas County Community Foundation Inc
    PO BOX 561
    Summresville,WV26651     		NONE PC GENERAL OPERATING 5,000
    RECOVERY POINT OF HUNTINGTON INC
    1040 ADAMS AVENUE
    HUNTINGTON,WV25704     		NONE PC GENERAL OPERATING 4,000
    SHENANDOAH COMMUNITY HEALTH FOUNDATION
    PO BOX 1146
    MARTINSBURG,WV25402     		NONE PC GENERAL OPERATING 15,000
    CAMC FOUNDATION INC
    3414 STAUNTON AVE SE
    CHARLESTON,WV25304     		NONE EXEMPT COMMUNITY 15,000
    COVENANT HOUSE
    600 SHREWSBURY STREET
    CHARLESTON,WV25301     		NONE PC GENERAL OPERATING 2,500
    WEST VIRGINIA HEALTH RIGHT
    1520 WASHINGTON STREET E
    CHARLESTON,WV25311     		NONE PC GENERAL OPERATING 20,650
    SISSONVILLE MULTIPURPOSE CENTER
    ASSOCIATION INC
    7004 VALLEY BROOK DR
    CHARLESTON,WV25312     		NONE EXEMPT COMMUNITY 850
    MOUNTAINEER ATHLETIC CLUB
    210 MOUNTAINEER DR
    COVINGTON,VA24426     		NONE PC GENERAL OPERATING 6,750
    WEST VIRGINIA SYMPHONY ORCHESTRA
    PO BOX 2292
    CHARLESTON,WV25328     		NONE PC GENERAL OPERATING 5,000
    CHARLESTON LIGHT OPERA GUILD INC
    PO BOX 1762
    CHARLESTON,WV25326     		NONE PC GENERAL OPERATING 5,000
    UNIVERSITY OF CHARLESTON
    2300 MACCORKLE AVENUE
    CHARLESTON,WV25304     		NONE PC GENERAL OPERATING 97,500
    ST MARY'S MEDICAL CENTER INC
    2900 FIRST AVENUE
    HUNTINGTON,WV25702     		NONE PC GENERAL OPERATING 10,000
    YWCA OF CHARLESTON
    1426 JANAWHA BLVD E
    CHARLESTON,WV25301     		NONE PC GENERAL OPERATING 20,000
    HUNTINGTON MUSEUM OF ART
    2033 MCCOY ROAD
    HUNTINGTON,WV25701     		NONE PC GENERAL OPERATING 2,950
    CHILDREN'S THERAPY CLINIC
    113 LAKEVIEW DRIVE
    CHARLTESTON,WV25313     		NONE PC GENERAL OPERATING 1,000
    CHARLESTON BALLET
    477 KING ST
    CHARLESTON,WV29403     		NONE PC GENERAL OPERATING 3,500
    UNITED WAY OF CENTRAL WEST VIRGINIA
    ONE UNITED WAY SQUARE
    CHARLESTON,WV25301     		NONE PC GENERAL OPERATING 38,000
    UNITED WAY OF MONONGALIA AND PRESTON
    COUNTIES INC
    278 C SPRUCE ST
    MORGANTOWN,WV26505     		NONE PC CHARITABLE 6,000
    KANAWHA PASTORAL COUNSELING CENTER
    16 LEON SULLIVAN WAY
    CHARLESTON,WV25301     		NONE PC GENERAL OPERATING 2,000
    CONCORD UNIVERSITY FOUNDATION
    PO BOX 1405
    ATHENS,WV24712     		NONE PC GENERAL OPERATING 10,000
    DAYMARK INC
    901 JONES FRANKLIN RD STE 110
    CHARLESTON,WV27606     		NONE PC GENERAL OPERATING 3,000
    SHENANDOAH VALLEY MEDICAL SYSTEM
    99 TAVERN ROAD
    MARTINSBURG,WV25402     		NONE EXEMPT CHARITY 30,000
    BURLINGTON UNITED METHODIST FAMILY
    SERVICES
    RR3 BOX 3122
    KEYSER,WV26726     		NONE PC GENERAL OPERATING 10,000
    KANAWHA VALLEY SENIOR SERVICES INC
    2428 KANAWHA BLVD E
    CHARLESTON,WV25311     		NONE PC GENERAL OPERATINGQ 2,500
    WEST VIRGINIA ROUNDTABLE FOUNDATION
    1018 KANAWHA BLVD E SUITE 200
    CHARLESTON,WV25301     		NONE PC GENERAL OPERATING 2,000
    LEADERSHIP WEST VIRGINIA
    1624 KANAWHA BLVD E
    CHARLESTON,WV25311     		NONE PC GENERAL OPERATING 5,000
    CADCO FOUNDATION
    1116 SMITH STREET
    CHARLESTON,WV25301     		NONE PC GENERAL OPERATING 23,900
    CLAY CENTER FOR THE ARTS & SCIENCES
    ONE CLAY SQUARE
    CHARLESTON,WV25301     		NONE PC GENERAL OPERATING 49,000
    WEST VIRGINIA NATIONAL GUARD FOUNDATION
    INC
    1703 COONSKIN DRIVE
    CHARLESTON,WV25311     		NONE PC GENERAL OPERATING 4,000
    CONTEMPORARY AMERICAN THEATRE FESTIVAL
    92 W CAMPUS DR
    SHEPHERDSTOWN,WV25443     		NONE PC GENERAL OPERATING 3,500
    LIBRARY FOUNDATION OF KANAWHA COUNT
    123 CAPITOL STREET
    CHARLESTON,WV25301     		NONE PC GENERAL OPERATING 28,500
    BOB BURDETTE CENTER INC
    1401 WEST WASHINGTON STREET
    CHARLESTON,WV25387     		NONE PC GENERAL OPERATING 9,000
    GREENBRIER COUNTY SCHOOLS FOUND
    400 NORTH LEE STREET
    LEWISBURG,WV24901     		NONE PC GENERAL OPERATING 7,000
    REA OF HOPE FELLOWSHIP HOME
    1429 LEE STREET E
    CHARLESTON,WV25301     		NONE PC GENERAL OPERATING 5,500
    MARSHALL UNIVERSITY FOUNDATION
    519 JOHN MARSHALL DRIVE
    HUNTINGTON,WV25703     		HUNT PC GENERAL OPERATING 20,000
    WEST VIRGINIA STATE UNIVERSITY
    PO BOX 100
    INSTITUTE,WV25112     		NONE PC GENERAL OPERATING 15,000
    GREATER KANAWHA VALLEY FOUNDATION
    PO BOX 3041
    CHARLESTON,WV25331     		NONE PC GENERAL OPERATING 20,000
    LOGAN COUNTY CHILD ADVOCACY CENTER INC
    PO BOX 308
    LOGAN,WV25601     		NONE PC GENERAL OPERATING 1,500
    SAINT THOMAS HEALTH FOUNDATIONS
    PO BOX 45998
    ST LOUIS,MO63145     		NONE PC GENERAL OPERATING 1,500
    CHESTNUT MOUNTAIN RANCH
    PO BOX 757
    MORGANTOWN,WV26507     		NONE PC GENERAL OPERATING 5,000
    THE UNDERPRIVILEGED CHILDREN FOUNDATION
    INC
    204 LEE ST
    LOGAN,WV25601     		NONE PC GENERAL OPERATING 1,000
    BACKPACKBUDDYORG
    145 WATERSIDE CIRCLE
    WINFIELD,WV25213     		NONE PC GENERAL OPERATING 10,000
    SAVANNAH'S CLOSET
    920 WASHINGTON STREET
    RAVENSWOOD,WV26164     		NONE PC GENERAL OPERATING 2,000
    10 IN 10 INC
    PO BOX 5451
    CHARLESTON,WV25361     		NONE PC GENERAL OPERATING 10,000
    LINDSEY ANN VARNEY FOUNDATION INC
    238 PARTRIDGE DRIVE
    PRINCETON,WV24740     		NONE PC GENERAL OPERATING 1,000
    COMMUNITIES IN SCHOOLS OF WEST VIRGINIA
    INC
    1716 KANAWHA BLVD E
    CHARLESTON,WV25305     		NONE PC GENERAL OPERATING 15,000
    CAPITAL HIGH SCHOOL FOUNDATION
    2707 CONGER AVE NW
    OLYMPIA,WV98502     		NONE PC GENERAL OPERATING 1,000
    Total .................................bullet 3a 687,750
    bApproved for future payment
    Total .................................bullet 3b  
    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 ...........     		         
    4 Dividends and interest from securities....     14 211,617  
    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.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 906,039  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aFEDERAL TAX REFUND     		    1 5,365  
    bROYALTY INCOME     1 62  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   1,123,083  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,123,083
    (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.)
    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

    TY 2020 AccountingFeesSchedule
    Name:
    TRUIST WEST VIRGINIA FOUNDATION INC
    EIN:
    55-6017269
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 1,000     1,000

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    TRUIST WEST VIRGINIA FOUNDATION INC
    EIN:
    55-6017269
    Name of Bond End of Year Book Value End of Year Fair Market Value
    "256210105 DODGE & COX INCOME 944,961 942,196
    "258620103 DOUBLELINE TOTAL RE 582,209 576,628
    "722005816 PIMCO INVESTMENT GR 940,637 963,628
    "957663677 WESTERN ASSET CORE 1,330,326 1,331,593

    TY 2020 InvestmentsOtherSchedule2
    Name:
    TRUIST WEST VIRGINIA FOUNDATION INC
    EIN:
    55-6017269
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    "277902235 EATON VANCE -ATLANT AT COST 825,566 876,416
    "416645828 HARTFORD DIVIDEND A AT COST 342,372 397,308
    "543487110 NATIXIS LOOMIS SAY AT COST 499,110 1,004,728
    "87283A102 T ROWE PRICE QM US AT COST 290,471 313,303
    "921075438 VAN ECK EMERGING MA AT COST 316,668 354,511
    "922908710 VANGUARD 500 INDEX AT COST 1,061,601 1,683,455
    "92828N668 VIRTUS KAR SMALL CA AT COST 247,489 351,083
    "00143W859 INVESCO OPPENHEIMER AT COST 230,635 356,602
    "00770G847 JOHCM INTERNATIONAL AT COST 505,687 528,023
    "38147N293 GOLDMAN SACHS GQG P AT COST 529,704 537,254
    "412295107 HARDING LOEVNER INT AT COST 428,948 549,543
    "46137V357 INVESCO S&P 500 EQU AT COST 378,348 389,252
    "464287507 ISHARES S&P MIDCAP AT COST 368,769 440,584
    "464288273 ISHARES MSCI EAFE S AT COST 251,686 304,226
    "921908844 VANGUARD DIVIDEND A AT COST 344,625 407,134

    TY 2020 OtherAssetsSchedule
    Name:
    TRUIST WEST VIRGINIA FOUNDATION INC
    EIN:
    55-6017269
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    "MI0001559 2 ACRES MIN INT EAS   120 1
    "MI0001567 37 ACRES MIN INT CO   618 1
    "MI0001575 123 A MIN INT GRANT   2,400 1
    "MI0001583 2/3 INT MINERALS 76   2,400 1
    "MI0001591 130 MIN GRAPEVINE C   1,368 1
    "MI0001609 51.25 A NORTH CHAS   254 1
    "VL0024042 LOTS 1&2 NORTH ST,   1,200 200
    "VL0024059 LOTS 3,4,5,6,7 NORT   1,200 300


    TY 2020 OtherDecreasesSchedule
    Name:
    TRUIST WEST VIRGINIA FOUNDATION INC
    EIN:
    55-6017269
    Description Amount
    ROC ADJUSTMENTS 334
    2020 TRANSACTIONS POSTED IN 2021 7,037


    TY 2020 OtherExpensesSchedule
    Name:
    TRUIST WEST VIRGINIA FOUNDATION INC
    EIN:
    55-6017269
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    REAL ESTATE EXPENSE ON NON-REN 338 338   0


    TY 2020 OtherIncomeSchedule2
    Name:
    TRUIST WEST VIRGINIA FOUNDATION INC
    EIN:
    55-6017269
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    FEDERAL TAX REFUND 5,365 0  
    ROYALTY INCOME 62 62  


    TY 2020 OtherIncreasesSchedule
    Name:
    TRUIST WEST VIRGINIA FOUNDATION INC
    EIN:
    55-6017269
    Description Amount
    2019 TRANSACTIONS POSTED IN 2020 352
    ROUNDING 3
    RECOVERY OF PRIOR YEAR GRANTS PAID 4,000


    TY 2020 TaxesSchedule
    Name:
    TRUIST WEST VIRGINIA FOUNDATION INC
    EIN:
    55-6017269
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    REAL ESTATE TAX ON NON-RENTAL 284 284   0
    FOREIGN TAXES ON QUALIFIED FOR 2,341 2,341   0
    FOREIGN TAXES ON NONQUALIFIED 93 93   0