Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME | DESCRIPTION: DIVIDENDS. AMOUNT: 2,758. DESCRIPTION: LPL FINANCIAL CAPITAL GAIN DISTRIBUTION. AMOUNT: 491. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 3,249. |
| FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE | DESCRIPTION: INTEREST INCOME. AMOUNT: 1,224. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: WVSOM STUDENT AWARD. GRANTEE NAME: ABIGAIL COLE. AMOUNT GIVEN: 200. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: WVU STUDENT AWARD. GRANTEE NAME: MATT MAMONE, MD. AMOUNT GIVEN: 200. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: MARSHALL STUDENT AWARD. GRANTEE NAME: REENA PARK, MD. AMOUNT GIVEN: 200. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 600. |
| FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES | DESCRIPTION: EDUCATION EXPENSES. AMOUNT: 53,499. DESCRIPTION: TRAVEL. AMOUNT: 8,105. DESCRIPTION: INTERNET ACCESS & TELEPHONE. AMOUNT: 2,741. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 154. DESCRIPTION: INVESTMENT FEES. AMOUNT: 1,650. DESCRIPTION: ACCOUNTING FEE. AMOUNT: 825. DESCRIPTION: DUES & LICENSES. AMOUNT: 25. TOTAL TO FORM 990-EZ, LINE 16: 66,999. |
| FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS | DESCRIPTION: PRIOR PERIOD ADJUSTMENT TO CORRECT UNDERSTATED ASSET. AMOUNT: -3,027. DESCRIPTION: UNREALIZED GAIN ON INVESTMENTS. AMOUNT: 5,605. TOTAL TO FORM 990-EZ, LINE 20: 2,578. |
| FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS | DESCRIPTION: INVESTMENTS. BEG. OF YEAR AMOUNT: 124,069. END OF YEAR AMOUNT: 129,673. |
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