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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
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$59,975,372J 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 119,930 119,930  
4 Dividends and interest from securities... 848,197 848,197  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 4,861,955
b Gross sales price for all assets on line 6a 18,754,668
7 Capital gain net income (from Part IV, line 2)... 4,861,955
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 85,361 85,361  
12 Total. Add lines 1 through 11........ 5,915,443 5,915,443  
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 20,355 20,355   0
c Other professional fees (attach schedule).... Click to see attachment 288,047 288,047   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 29,141 29,141   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 90,404 90,404   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 427,947 427,947   0
25 Contributions, gifts, grants paid....... 2,074,099 2,074,099
26 Total expenses and disbursements. Add lines 24 and 25 2,502,046 427,947   2,074,099
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 3,413,397
b Net investment income (if negative, enter -0-) 5,487,496
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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 Savings and temporary cash investments......... 1,408,768 2,818,422 2,818,422
3 Accounts receivable bullet69,208
Less: allowance for doubtful accounts bullet   75,103 69,208 69,208
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable................. 1,000,000 2,500,000 2,500,000
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).......... 50,587,507 Click to see attachment42,076,003 54,587,742
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) 53,071,380 47,463,633 59,975,372
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable................. 3,180,000 3,525,000
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-5,584 Click to see attachment1,015
23 Total liabilities (add lines 17 through 22)......... 3,174,416 3,526,015
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 49,896,964 43,937,618
29 Total net assets or fund balances (see instructions)..... 49,896,964 43,937,618
30 Total liabilities and net assets/fund balances (see instructions). 53,071,380 47,463,633
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
49,896,964
2
Enter amount from Part I, line 27a .....................
2
3,413,397
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
860,014
4
Add lines 1, 2, and 3 ..........................
4
54,170,375
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
10,232,757
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
43,937,618
Form 990-PF (2021)
Form 990-PF (2021)
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 PUBLICLY TRADED SECURITIES P    
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 6,979,436   6,320,300 659,136
b 11,775,232   7,572,413 4,202,819
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       659,136
b       4,202,819
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 4,861,955
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 76,276
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 76,276
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 29,600
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 29,600
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 284
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 46,960
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet   RefundedBullet 11  
Part VI-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 XIV..................................
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
     
     
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    Part VII
    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 (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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 VIII-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 VIII-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 (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    52,041,836
    b
    Average of monthly cash balances.......................
    1b
    2,789,393
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    54,831,229
    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
    54,831,229
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    822,468
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    54,008,761
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    2,700,438
    Part X
    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 IX, line 6..................
    1
    2,700,438
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    76,276
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    76,276
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,624,162
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    2,624,162
    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 XII, line 1 ...
    7
    2,624,162
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 2,624,162
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 6,619,667
    b From 2017...... 1,484,772
    c From 2018...... 1,981,404
    d From 2019...... 94,236
    e From 2020......  
    f Total of lines 3a through e ........ 10,180,079
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 2,074,099
    a Applied to 2020, 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 2021 distributable amount..... 2,074,099
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 550,063 550,063
    (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 9,630,016
    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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		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 2016 not
    applied on line 5 or line 7 (see instructions) ...     		6,069,604
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		3,560,412
    10 Analysis of line 9:
    a Excess from 2017.... 1,484,772
    b Excess from 2018.... 1,981,404
    c Excess from 2019.... 94,236
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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 (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    AFL-CIO APPALACHIAN COUNCIL
    501 LEON SULLIVAN WAY
    CHARLESTON,WV25301     		N/A PUBLIC CHARITY PROVIDE LIFE CHANGING EDUCATIONAL AND CAREER DEVELOPMENT 1,500
    AMERICAN FOUNDATION FOR SUICIDE PREVENTION
    114 WASHINGTON AVENUE
    CHARLESTON,WV25302     		N/A PUBLIC CHARITY CHARLESTON OUT OF THE DARKNESS WALK TO FIGHT SUICIDE 1,000
    AMERICAN HEART ASSOCIATION
    162 COURT ST
    CHARLESTON,WV21502     		N/A PUBLIC CHARITY 2021 CHARLESTON HEART WALK 5,000
    AMERICAN RED CROSS
    113 LAKEVIEW DRIVE
    CHARLESTON,WV25313     		N/A PUBLIC CHARITY PROVIDE LIFE SAVING BLOOD 10,000
    BIBLE CENTER CHURCH
    100 BIBLE CENTER DRIVE
    CHARLESTON,WV25309     		N/A PUBLIC CHARITY BIBLE CENTER PRESCHOOL PROGRAM 10,000
    BOY SCOUTS OF AMERICA
    2829 KANAWHA BLVD EAST
    CHARLESTON,WV25311     		N/A PUBLIC CHARITY SCOUTING SUPPORT 15,000
    CAPITAL CITY BANDITS ATHELTICS INC
    6006 MEADOW LARK LN
    CHARLESTON,WV25312     		N/A PUBLIC CHARITY PROMOTE TEAMWORK, LEADERSHIP, EDUCATION THRU YOUTH SPORTS 1,000
    CAPITAL MIDWESTERN LITTLE LEAGUE BASEBALL INC
    PO BOX 6531
    CHARLESTON,WV25362     		N/A PUBLIC CHARITY PURCHASE PORTABLE MOUND 1,538
    CHARLESTON MAIN STREETS INC
    428-A SHREWSBURY STREET
    CHARLESTON,WV25301     		N/A PUBLIC CHARITY GENERAL ORGANIZATION SUPPORT AND PROJECT IMPLEMENTATION 13,500
    CHILDHOOD LANGUAGE CENTER
    1313 QUARRIER STREET
    CHARLESTON,WV25301     		N/A PUBLIC CHARITY SPEECH AND LANGUAGE THERAPY TO CHILDREN 10,000
    COAL RIVER GROUP
    PO BOX 363
    SAINT ALBANS,WV25177     		N/A PUBLIC CHARITY TOUR DE COAL EVENT 3,500
    COMMUNITY AUTISM RESOURCES AND EDUCATION SYSTEM
    65 CHASE PARK
    HURRICANE,WV25526     		N/A PUBLIC CHARITY CARES - AU SOME GOLF TOURNAMENT 1,500
    COMMUNITY NETWORKS INC
    216 E JOHN STREET
    MARTINSBURG,WV25401     		N/A PUBLIC CHARITY SAFETY NET TO EMPOWER INDIVIDUALS TO BE SELD SUFFICENT MEMBERS OF COMMUNITY 2,500
    DAVIS-STUART INC
    163 COTTAGE DRIVE
    LEWISBURG,WV24901     		N/A PUBLIC CHARITY UPDATE FIRE SAFETY SYSTEM 2,500
    DAYMARK
    1592 WASHINGTON STREET EAST SUITE 2
    CHARLESTON,WV25311     		N/A PUBLIC CHARITY FOOD AND ASSISTANCE TO YOUTH IN THE COMMUNITY 3,500
    DISABILITY ACTION CENTER INC
    102 BENONI AVENUE
    FAIRMONT,WV26554     		N/A PUBLIC CHARITY DAC CAMP CAN-DO EVENT 1,000
    DUNBAR PRIMARY CENTER
    2401 MYERS AVENUE
    DUNBAR,WV25064     		N/A PUBLIC CHARITY SUPPORT TO STUDENTS WITH DEVELOPMENT DELAYS AND TRAUMA EXPOSURE 400
    EAST BANK HIGH SCHOOL ALUMNI ASSOCIATION
    PO BOX 123
    MIAMI,WV25134     		N/A PUBLIC SCHOOL SALLIE PAT TACKETT SCHOLARSHIP FUND 10,000
    FAITH IN ACTION OF THE GREATER KANAWHA VALLEY INC
    PO BOX 11623
    CHARLESTON,WV25339     		N/A PUBLIC CHARITY PEDAL WITH PURPOSE 60+ MILE CHALLENGE 1,000
    FAMILY REFUGE CENTER
    PO BOX 249
    LEWISBURG,WV24901     		N/A PUBLIC CHARITY TO PROVIDE SERVICES TO VICTIMS OF ABUSE 2,500
    FELLOWSHIP OF CHRISTIAN ATHLETICS
    8701 LEEDS ROAD
    KANSAS CITY,MO64129     		N/A PUBLIC CHARITY NIGHT OF CHAMPIONS 5,000
    FUNDS FOR THE ARTS INC
    803 QUARRIER STREET SUITE 100
    CHARLESTON,WV25301     		N/A PUBLIC CHARITY EQUIPMENT/SOFTWARE TO STREAMLINE ANNUAL FUNDRAISING PROCESSES 2,500
    GOLDEN GIRL GROUP HOME
    PO BOX 876/999 B STREET
    CEREDO,WV25507     		N/A PUBLIC CHARITY GOLDEN MINDS CENTER FOR LEARNING AND DEVELOPMENT 2,000
    GREATER KANAWHA VALLEY FOUNDATION
    PO BOX 3041
    CHARLESTON,WV25301     		N/A PUBLIC CHARITY CELEBRATION STATION II EVENT 10,000
    HAYES MIDDLE SCHOOL
    830 STRAWBERRY ROAD
    ST ALBANS,WV25177     		N/A PUBLIC CHARITY PURCHASE NEW UNIFORMS FOR FOOTBALL, BASKETBALL AND SOFTBALL 3,750
    HUNTINGTON DANCE THEATRE
    825 4THE AVENUE
    HUNTINGTON,WV25701     		N/A PUBLIC CHARITY REPLCE STUDIO FLOOR 1,000
    IGNITE HOMESCHOOL SPORTS
    65 CHASE PARK
    HURRICANE,WV25526     		N/A PUBLIC CHARITY BASKETBALL SEASON 1,000
    KIDS' CHANCE OF PENNSYLVANIA
    1231 HIGHLAND AVENUE
    FORT WASHINGTON,PA19034     		N/A PUBLIC CHARITY SCHOLARSHIPS FOR PA CHILDREN OF INJURED WORKERS 1,500
    KIDS CHANCE OF WEST VIRGINIA INC
    PO BOX 11283
    CHARLESTON,WV25339     		N/A PUBLIC CHARITY KIDS CHANCE GOLF TOURNAMENT "SWING FORE KIDS EDUCATION" 5,000
    KNIGHTS OF COLUMBUS
    1024 QUARRIER STREET
    CHARLESTON,WV25301     		N/A PUBLIC CHARITY FOOD PASKING EVENT 1,000
    LIBRARY FOUNDATION OF KANAWHA COUNTY INC
    123 CAPITOL STREET
    CHARLESTON,WV25301     		N/A PUBLIC CHARITY SUPPORT AND RAISE PUBLIC AWARENESS REGARDING BOTH THE VALUE OF AND NEEDS OF PUBLIC LIBRARIES 1,000
    LILY'S PLACE INC
    1320 7TH AVENUE
    HUNTINGTON,WV25701     		N/A PUBLIC CHARITY INFANT DRUG EXPOSURE AND SOUNSELING TO FAMILIES 25,000
    MAKE-A-WISH FOUNDATION OF GREATER PENNSYLVANIA AND WEST VIRGINIA
    707 GRANT STREET 37TH FLOOR
    PITTSBURGH,PA15219     		N/A PUBLIC CHARITY PROVIDE WISHES TO CHILDREN WHO HAVE BEEN DIAGNOSED WITH LIFE-THREATENING MEDICAL CONDITIONS AND WISHMAKER PROGRAM 12,200
    MARSHALL UNIVERSITY FOUNDATION INC
    519 JOHN MARSHALL DRIVE
    HUNTINGTON,WV25703     		N/A PUBLIC CHARITY UDITORIUM FOR BRAD D SMITH CENTER FOR BUSINESS AND INNOVATION 450,000
    MEDBROOK CHILDREN'S CHARITY INC
    120 MEDICAL PARK DRIVE
    BRIDGEPORT,WV26330     		N/A PUBLIC CHARITY UNDERPRIVILIGED CHILDREN 25,000
    MOUNTAIN MISSION INC
    1620 7TH AVENUE
    CHARLESTON,WV25387     		N/A PUBLIC CHARITY CHRISTMAS BASKET FOOD PROGRAM 7,500
    MOUNTAINEER CLAY CRUSHERS SCTP TEAM 11937
    8030 POCAHONTAS TRAIL
    WHITE SULPHUR SPRINGS,WV24986     		N/A PUBLIC CHARITY ADA COMPLIANT TRAP, SKEET, AND FIVE STAND SHOOTING FACILITIES 100,000
    NATIONAL SOCIETY OF COLONIAL DAMES OF AMERICA
    2715 Q STREET NW
    WASHINGTON,DC20007     		N/A PUBLIC CHARITY MARK TWAIN COMES TO WEST VIRGINIA EVENT 10,000
    NORTH CENTRAL WEST VIRGINIA COALITION FOR THE HOMELESS
    PO BOX 2022
    CLARKSBURG,WV26301     		N/A PUBLIC CHARITY END HOMELESSNESS AND SERVE THOSE WHOE ARE EXPERIENCING HOMELESSNESS 2,500
    OHIO STATE UNIVERSITY FOUNDATION
    281 W LANE AVE
    COLUMBUS,OH43210     		N/A PUBLIC CHARITY PELOTONIA 25,000
    OPERATION HOMEFRONT INC
    1355 CENTRAL PARKWAY S STE 100
    SAN ANTONIO,TX78232     		N/A PUBLIC CHARITY BACK TO SCHOOL BRIGADE 1,250
    POCA MIDDLE SCHOOL
    1 DOT WAY
    POCA,WV25159     		N/A PUBLIC SCHOOL PURCHASE TUMBLING MATS AND UNIFORMS 1,500
    RADFORD UNIVERSITY FOUNDATION INC
    801 E MAIN STREET
    RADFORD,VA24142     		N/A PUBLIC CHARITY PROVIDE SCHOLARSHIP SUPPORT TO ASSIST STUDENTS IN OBTAINING COLLEGE DEGREE 5,000
    RECOVERY GROUP OF SOUTHERN WEST VIRGINIA
    1112 ENTERPRISE DRIVE
    LOGAN,WV25601     		N/A PUBLIC CHARITY RALLY FOR RECOVERY EVENT 1,000
    RECOVERY POINT OF HUNTINGTON INC
    900 20TH STREET
    HUNTINGTON,WV25703     		N/A PUBLIC CHARITY PROVIDING HOPE AND TOOLS FOR RECOVERY TO HELP INDIVIDUALS 5,000
    RIVERSIDE YOUTH BASKETBALL LEAGUE
    1 WARRIER WAY
    BELLE,WV25015     		N/A PUBLIC SCHOOL 2021 YOUTH BASKETBALL SEASON 1,000
    RONALD MCDONALD HOUSE CHARITIES OF SOUTHERN WEST VIRGINIA
    910 PENNSYLVANIA AVENUE
    CHARLESTON,WV25302     		N/A PUBLIC CHARITY 5TH AND FINAL INSTALLMENT FOR BUILDING OF NEW HOUSE 200,000
    RUFFNER ELEMENTARY SCHOOL
    809 LITZ DRIVE
    CHARLESTON,WV25311     		N/A PUBLIC CHARITY 5TH GRADE TRIP TO PIGEON FORGE, TN 2,000
    SHAWNEE PARK FOUNDATION
    375 HENRY HOPPY SHORES DR
    CHARLESTON,WV25301     		N/A PUBLIC CHARITY REDEVELOPMENT 200,000
    SISSIONVILLE HIGH SCHOOL
    6100 SISSONVILLE DRIVE
    CHARLESTON,WV25312     		N/A PUBLIC CHARITY AFTER GRADUATION CELEBRATION FOR SENIORS 1,500
    SOUTH HILLS YOUTH FOOTBALL ASSOCIATION
    5165 COAL RIVER ROAD
    TORNADO,WV25202     		N/A PUBLIC CHARITY SCHOLARSHIPS FOR FAMILIES TO AFFORD FOOTBALL/CHEER 500
    SPORTABLE
    1365 OVERBROOK ROAD SUITE 2
    RICHMOND,VA23220     		N/A PUBLIC CHARITY SUPPORT ""I AM AN ATHLETE"" SPORTS PROGRAM 25,000
    ST AGNES CHURCH
    4807 STAUNTON AVE SE
    CHARLESTON,WV25304     		N/A PUBLIC CHARITY COMMON GROUND WV FOOD BANK 50,000
    ST JUDE CHILDREN'S RESEARCH HOSPITAL INC
    501 ST JUDE PLACE
    MEMPHIS,TN38105     		N/A PUBLIC CHARITY COLUMBUS WALK RUN 7,500
    STATE OF WEST VIRGINIA UNIVERSITY
    1 WATERFRONT PLACE
    MORGANTOWN,WV26501     		N/A PUBLIC CHARITY WEST VIRGINIA ENTREPRENEURSHIP ECOSYSTEM CONFERENCE 5,000
    THE EDUCATION ALLIANCE-BUSINESS AND COMMUNITY FOR PUBLIC SCHOOL INC
    803 QUARRIER STREET
    CHARLESTON,WV25301     		N/A PUBLIC CHARITY CAPTERTON CENTER FOR SCHOOL AND BUSINESS PARTNERSHIPS 50,000
    THE PANTRY PLUS MORE INC
    9 ROUSCH DRIVE
    MORGANTOWN,WV26501     		N/A PUBLIC CHARITY ELIMINATE CHILDHOOD HUNGER 2,500
    TRI COUNTY YMCA INC
    PO BOX 737
    SCOTT DEPOT,WV25560     		N/A PUBLIC CHARITY SUPPORT SUMMER DAY CAMP 1,500
    UNION MISSION MINISTRIES
    PO BOX 112
    CHARLESTON,WV25321     		N/A PUBLIC CHARITY DRUMSTICK DASH 5K 1,000
    UNITED HEALTH FOUNDATION INC
    9900 BREN ROAD EAST
    MINNETONKA,MN55343     		N/A PUBLIC CHARITY UNITED HOSPITAL CENTER PRO-AM GOLF TOURNAMENT 10,000
    WATKINS MEMORIAL ATHELTIC ASSOCIATION INC
    14009 SUNLADEN DRIVE
    REYNOLDSBURG,OH43068     		N/A PUBLIC CHARITY PROVIDE RESOURCES FOR ATHLETIC PROGRAMS AT WATKINS MEMORIAL HIGH SCHOOL 500
    WEBSTER COUNTY MEMORIAL HOSPITAL
    324 MILLER MOUNTAIN ROAD
    WEBSTER SPRINGS,WV26288     		N/A PUBLIC CHARITY EKG EQUIPMENT CROWN CLINIC 7,711
    WEST VIRGINIA BREAST HEALTH INITIATIVE
    PO BOX 6623
    CHARLESTON,WV25302     		N/A PUBLIC CHARITY ROCK IT RIBBON CHALLENGE 3,750
    WEST VIRGINIA BROADCASTERS ASSOCIATION
    PO BOX 8499 SOUTH
    CHARLESTON,WV25303     		N/A PUBLIC CHARITY WVBA ANNUAL MEETING 3,000
    WEST VIRGINIA CHILD ADVOCACY NETWORK
    601 MORRIS ST
    CHARLESTON,WV25301     		N/A PUBLIC CHARITY VARIOUS PROGRAMS AND OPERATIONAL COSTS 200,000
    WEST VIRGINIA HEALTH RIGHT INC
    1520 WASHINGTON STREET EAST
    CHARLESTON,WV25311     		N/A PUBLIC CHARITY COVID 19 VACCINATION AND TESTING 5,000
    WEST VIRGINIA INDEPENDENT COLLEGES AND UNIVERSITIES INC
    1411 VIRGINIA ST E SUITE 100
    CHARLESTON,WV25301     		N/A PUBLIC CHARITY CIRCLE OF VISION SCHOLARSHIP PROGRAM 7,500
    WEST VIRGINIA STATE UNIVERSITY FOUNDATION
    100 BARRON DRIVE
    INSTITUTE,WV25112     		N/A PUBLIC SCHOOL ATHLETIC TEAMS, TRAINING, AND COMPETITION SUPPORT 105,000
    WHEELING SYMPHONY SOCIETY INC
    1025 MAIN STREET 620
    WHEELING,WV26003     		N/A PUBLIC CHARITY HOLIDAY CONCERT 5,000
    WVU FOUNDATION
    ONE WATERFRONT PLACE
    MORGANTOWN,WV26501     		N/A PUBLIC SCHOOL ENCOVA CENTER FOR INNOVATION AND ENTREPRENEURSHIP 330,000
    YOUNG MENS CHRISTIAN ASSN OF CHARLESTON AND THE KANAWHA VALLEY
    100 YMCA DRIVE
    CHARLESTON,WV25311     		N/A PUBLIC CHARITY SPIRIT OF THE VALLEY PROGRAM 10,000
    YOUTH SERVICES SYSTEM INC
    PO BOX 6041
    WHEELING,WV26003     		N/A PUBLIC CHARITY SPIRIT OF THE VALLEY PROGRAM 5,000
    YWCA OF CHARLESTON WV
    1426 KANAWHA BLVD EAST
    CHARLESTON,WV25301     		N/A PUBLIC CHARITY REPLACING NETWORK IN SOJOURNER'S SHELTER 32,500
    Total .................................bullet 3a 2,074,099
    bApproved for future payment
    BOY SCOUTS OF AMERICA
    2829 KANAWHA BLVD EAST
    CHARLESTON,WV25311     		N/A PUBLIC CHARITY GENERAL SUPPORT 30,000
    MARSHALL UNIVERSITY FOUNDATION
    519 JOHN MARSHALL DRIVE
    HUNTINGTON,WV25703     		N/A PUBLIC CHARITY GENERAL SUPPORT 1,350,000
    SHAWNEE PARK FOUNDATION
    375 HENRY HOPPY SHORES DR
    CHARLESTON,WV25301     		N/A PUBLIC CHARITY GENERAL SUPPORT 400,000
    SPORTABLE
    1365 OVERBROOK ROAD SUITE 2
    RICHMOND,VA23220     		N/A PUBLIC CHARITY GENERAL SUPPORT 25,000
    WEST VIRGINIA CHILD ADVOCACY NETWORK
    601 MORRIS ST
    CHARLESTON,WV25301     		N/A PUBLIC CHARITY GENERAL SUPPORT 300,000
    WV STATE UNIVERSITY
    PO BOX 6025
    MORGANTOWN,WV26506     		N/A PUBLIC CHARITY GENERAL SUPPORT 50,000
    WVU FOUNDATION
    ONE WATERFRONT PLACE
    MORGANTOWN,WV26501     		N/A PUBLIC CHARITY GENERAL SUPPORT 1,320,000
    YWCA CHARLESTON
    1426 KANAWHA BOULEVARD
    CHARLESTON,WV25301     		N/A PUBLIC CHARITY SUPPORT VARIOUS PROGRAMS 50,000
    Total .................................bullet 3b 3,525,000
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 ...........     		    14 119,930  
    4 Dividends and interest from securities ....          
    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 ............     		        4,861,955
    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 1,053,488 4,861,955
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    5,915,443
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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
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    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
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    Form 990-PF (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    ENCOVA FOUNDATION OF WEST VIRGINIA
    EIN:
    80-0772825
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 20,355 20,355   0

    TY 2021 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 42,076,003 54,587,742

    TY 2021 OtherDecreasesSchedule
    Name:
    ENCOVA FOUNDATION OF WEST VIRGINIA
    EIN:
    80-0772825
    Description Amount
    UNREALIZED GAINS/LOSSES ON INVESTMENTS 10,232,757


    TY 2021 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
    AMORTIZATION 33,302 33,302   0
    MISCELLANEOUS EXPENSE 57,102 57,102   0


    TY 2021 OtherIncomeSchedule2
    Name:
    ENCOVA FOUNDATION OF WEST VIRGINIA
    EIN:
    80-0772825
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    MISCELLANEOUS 85,361 85,361 85,361


    TY 2021 OtherIncreasesSchedule
    Name:
    ENCOVA FOUNDATION OF WEST VIRGINIA
    EIN:
    80-0772825
    Description Amount
    PRIOR PERIOD ADJUSTMENT 860,014


    TY 2021 OtherLiabilitiesSchedule
    Name:
    ENCOVA FOUNDATION OF WEST VIRGINIA
    EIN:
    80-0772825
    Description Beginning of Year - Book Value End of Year - Book Value
    PENDING SETTLMENT -5,584 1,015


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    ENCOVA FOUNDATION OF WEST VIRGINIA
    EIN:
    80-0772825
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 288,047 288,047   0


    TY 2021 TaxesSchedule
    Name:
    ENCOVA FOUNDATION OF WEST VIRGINIA
    EIN:
    80-0772825
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INCOME TAXES 29,141 29,141   0