| Return Reference | Explanation |
|---|---|
| FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME | DESCRIPTION: DIVIDENDS. AMOUNT: 2,915. DESCRIPTION: LPL FINANCIAL REALIZED GAIN. AMOUNT: 913. DESCRIPTION: LPL FINANCIAL CAPITAL GAIN DISTRIBUTION. AMOUNT: 3,701. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 7,529. |
| FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE | DESCRIPTION: INTEREST INCOME. AMOUNT: 2,177. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: WVSOM STUDENT AWARD. GRANTEE NAME: JESSICA BRUMBAUGH, DO. AMOUNT GIVEN: 200. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: WVU STUDENT AWARD. GRANTEE NAME: KATHERINE BANDI, MD. AMOUNT GIVEN: 200. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: MARSHALL STUDENT AWARD. GRANTEE NAME: LEVI NOLAN, 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: 37,469. DESCRIPTION: TRAVEL. AMOUNT: 2,698. DESCRIPTION: INTERNET ACCESS & TELEPHONE. AMOUNT: 2,044. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 120. DESCRIPTION: INVESTMENT FEES. AMOUNT: 911. DESCRIPTION: ACCOUNTING FEE. AMOUNT: 875. DESCRIPTION: DUES & LICENSES. AMOUNT: 25. TOTAL TO FORM 990-EZ, LINE 16: 44,142. |
| FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS | DESCRIPTION: PRIOR PERIOD ADJUSTMENT TO CORRECT UNDERSTATED ASSET. AMOUNT: -2,155. DESCRIPTION: UNREALIZED GAIN ON INVESTMENTS. AMOUNT: 3,363. TOTAL TO FORM 990-EZ, LINE 20: 1,208. |
| FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS | DESCRIPTION: INVESTMENTS. BEG. OF YEAR AMOUNT: 129,673. END OF YEAR AMOUNT: 150,609. |
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