Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
ETHEL N BOWEN FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)525 FEDERAL STREET
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BLUEFIELD, WV24701
A Employer identification number

23-7010740
B Telephone number (see instructions)

(304) 324-3246
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$13,649,763
J 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 right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 376,817 376,817  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -18,825
b Gross sales price for all assets on line 6a 519,840
7 Capital gain net income (from Part IV, line 2)... 0
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)....... 9,500 0  
12 Total. Add lines 1 through 11........ 367,492 376,817  
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)....... 17,845 13,384   4,461
c Other professional fees (attach schedule).... 61,892 61,892   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 25 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 2,454 1,158   1,158
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 82,216 76,434   5,619
25 Contributions, gifts, grants paid....... 656,783 656,783
26 Total expenses and disbursements. Add lines 24 and 25 738,999 76,434   662,402
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -371,507
b Net investment income (if negative, enter -0-) 300,383
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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 Savings and temporary cash investments......... 119,420 86,921 86,921
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 1,316,668 Click to see attachment
List of Attached Documents:
// Content
1,120,635
1,120,635
b Investments—corporate stock (attach schedule)....... 4,433,915 Click to see attachment
List of Attached Documents:
// Content
4,607,582
4,607,582
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 6,756,660 Click to see attachment
List of Attached Documents:
// Content
7,834,625
7,834,625
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 12,626,663 13,649,763 13,649,763
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 12,626,663 13,649,763
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
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)..... 12,626,663 13,649,763
30 Total liabilities and net assets/fund balances (see instructions). 12,626,663 13,649,763
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
12,626,663
2
Enter amount from Part I, line 27a .....................
2
-371,507
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,394,607
4
Add lines 1, 2, and 3 ..........................
4
13,649,763
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
13,649,763
Form 990-PF (2023)
Form 990-PF (2023)
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 1,315 SHS ISHARES MBS ETF   2021-03-24 2023-03-13
b 200,000 US TREASURY NOTE 2.75%   2022-07-19 2023-04-30
c 200,000 US TREASURY NOTE 1.625%   2022-07-19 2023-09-25
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 123,918   142,743 -18,825
b 199,672   199,672 0
c 196,250   196,250 0
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       -18,825
b       0
c       0
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 -18,825
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
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 right arrow 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) 1 4,175
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 4,175
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 4,175
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 20,744
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 20,744
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.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 16,569
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow16,569 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowWV
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 2023 or the taxable year beginning in 2023? 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
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 addressright arrowN/A
14
The books are in care ofright arrowJAMIE TOWNLEY Telephone no.right arrow (304) 324-3246

Located atright arrow525 FEDERAL STREETBLUEFIELDWV ZIP+4right arrow24701
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
FRANK W WILKINSON PRESIDENT
0.50
0 0 0
525 FEDERAL STREET
BLUEFIELD,WV24701
B K SATTERFIELD TREASURER
0.50
0 0 0
525 FEDERAL STREET
BLUEFIELD,WV24701
HENRY C BOWEN BOARD MEMBER
0.50
0 0 0
525 FEDERAL STREET
BLUEFIELD,WV24701
JAMES R HYPES VICE PRESIDENT & SECRETARY
0.50
0 0 0
525 FEDERAL STREET
BLUEFIELD,WV24701
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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
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.............right arrow0
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.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
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
12,701,886
b
Average of monthly cash balances.......................
1b
261,184
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
12,963,070
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
12,963,070
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
194,446
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
12,768,624
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
638,431
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
638,431
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
4,175
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
4,175
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
634,256
4
Recoveries of amounts treated as qualifying distributions................
4
9,500
5
Add lines 3 and 4............................
5
643,756
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
643,756
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
662,402
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
662,402
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2022
(c)
2022
(d)
2023
1 Distributable amount for 2023 from Part X, line 7 643,756
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 635,530
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 662,402
a Applied to 2022, but not more than line 2a 635,530
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 2023 distributable amount..... 26,872
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 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 0
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 ..........
616,884
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 2018 not
applied on line 5 or line 7 (see instructions) ...
0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ......
0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
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 right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
ETHEL N BOWEN FOUNDATION CO SUMMIT
525 FEDERAL STREET
BLUEFIELD,WV24701
(304) 324-3246
bThe form in which applications should be submitted and information and materials they should include:
THE SCHOLARSHIP APPLICATION CAN BE REQUESTED AT SUMMIT COMMUNITY BANK. STUDENTS MUST SUBMIT TRANSCRIPTS BEFORE EACH SEMESTER. NO PARTICULAR APPLICATION IS NECESSARY FOR ORGANIZATIONS SEEKING GRANTS.
cAny submission deadlines:
NONE FOR ORGANIZATIONS; SCHOLARSHIP APPLICATIONS ARE DUE BY APRIL 30.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
SCHOLARSHIPS ARE GENERALLY LIMITED TO STUDENTS IN SOUTHWEST VIRGINIA AND SOUTHERN WEST VIRGINIA.
Form 990-PF (2023)
Form 990-PF (2023)
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
ABIGAIL BISHOP


PO BOX 202
DAVY,WV24828
NONE I SCHOLARSHIP 2,000
ABIGAIL PETERSON


330-E CANTERBURY ROAD
BLUEFIELD,VA24605
NONE I SCHOLARSHIP 3,000
ABIGAIL SHOEMAKER


615 SUMMIT STREET
BLUEFIELD,VA24605
NONE I SCHOLARSHIP 3,000
ABIGAIL STOVALL


30 RAMEY AVENUE
PRINCETON,WV24739
NONE I SCHOLARSHIP 3,000
ABIGAIL WHITTAKER


541 MARION AVENUE
TAZEWELL,VA24651
NONE I SCHOLARSHIP 3,000
ADALINE NOLLEY


6621 LAUREL FORK ROAD
ROCKY GAP,VA24366
NONE I SCHOLARSHIP 2,000
ADAM DAVIS


907 PEARL STREET EXT
BLUEFIELD,WV24701
NONE I SCHOLARSHIP 1,000
ADISON LUSK


PO BOX 746
PINEVILLE,WV24874
NONE I SCHOLARSHIP 3,000
AIDAN STOUT


716 TAZEWELL AVENUE
BLUEFIELD,VA24605
NONE I SCHOLARSHIP 3,000
AIDAN SETH ASH


218 COLLEGE AVENUE
PRINCETON,WV24740
NONE I SCHOLARSHIP 2,000
ALAYA SHELTON


583 3RD STREET
NORTH TAZEWELL,VA24630
NONE I SCHOLARSHIP 1,000
ALEX RAMSEY


209 WINDWOOD DRIVE
BLUEFIELD,VA24605
NONE I SCHOLARSHIP 2,000
ALEXA SAYLES


540 KIRBY ADDITION ROAD
PRINCETON,WV24739
NONE I SCHOLARSHIP 2,000
ALEXANDER JOSEPH WHITE


610 CARDINAL STREET
BLUEFIELD,VA24605
NONE I SCHOLARSHIP 1,000
ALEXI Y RICHARDSON


156 SIMMONS CIRCLE
PRINCETON,WV24739
NONE I SCHOLARSHIP 2,000
ALEXIS CURTO


806 FINCASTLE TURNPIKE
BLUEFIELD,VA24605
NONE I SCHOLARSHIP 2,000
ALEXIS SYLVESTER


478 GREENVIEW DRIVE
PRINCETON,WV24740
NONE I SCHOLARSHIP 2,000
ALYSON ROBINETT


213 MAHOOD AVENUE
PRINCETON,WV24740
NONE I SCHOLARSHIP 2,000
ALYSSA NICOLE ADAMS


PO BOX 2165
OCEANA,WV24870
NONE I SCHOLARSHIP 1,000
ALYSSON FLEENOR


PO BOX 2032
OCEANA,WV24870
NONE I SCHOLARSHIP 2,000
AMBER CRABTREE


792 YUKON AVENUE
WAR,WV24892
NONE I SCHOLARSHIP 2,000
AMELIA GRACE GARRETT


1217 SANDLICK ROAD
BLUEFIELD,WV24701
NONE I SCHOLARSHIP 2,000
AMELIA MUSCARI


PO BOX 564
OCEANA,WV24870
NONE I SCHOLARSHIP 2,000
AMY MEADOWS


621 SOUTHVIEW LANE
BLAND,VA24315
NONE I SCHOLARSHIP 2,000
AMY NICOLE VEST


PO BOX 865
PINEVILLE,WV24874
NONE I SCHOLARSHIP 2,000
ANDREA GRAHAM


805 GARLAND STREET
PRINCETON,WV24740
NONE I SCHOLARSHIP 2,000
ANGELEAH BELCHER


1112 VIRGINIA AVENUE
BLUEFIELD,VA24605
NONE I SCHOLARSHIP 2,000
ANNA PAULEY


300 MAIN STREET
BLAND,VA24315
NONE I SCHOLARSHIP 3,000
ANNA SMITH


623 FINCASTLE TURNPIKE
TAZEWELL,VA24651
NONE I SCHOLARSHIP 1,000
APRIL LEE KISH


2164 BEESON ROAD
LASHMEET,WV24733
NONE I SCHOLARSHIP 1,000
ARIELLE CASSIDY GARRETT


1217 SANDLICK ROAD
BLUEFIELD,WV24701
NONE I SCHOLARSHIP 2,000
ARWEN NICOLAU


PO BOX 461
BOLT,WV25817
NONE I SCHOLARSHIP 3,000
AUSTIN SLUSS


603 ROCK WREN CIRCLE
BLUEFIELD,VA24605
NONE I SCHOLARSHIP 2,000
AUSTIN DEAN


2300 JEFFERSON STREET
BLUEFIELD,WV24701
NONE I SCHOLARSHIP 2,000
AUTUMN DICKERSON


504 KIRK STREET
PRINCETON,WV24740
NONE I SCHOLARSHIP 2,000
AUTUMN MULLINS


141 EMPIRE DRIVE
NORTH TAZEWELL,VA24630
NONE I SCHOLARSHIP 2,000
AVERY KIRK MABE


325 LAKEVIEW DRIVE
WYTHEVILLE,VA24382
NONE I SCHOLARSHIP 1,000
AVREE COOK


PO BOX 187
ROCKY GAP,VA24366
NONE I SCHOLARSHIP 2,000
AYDAN NASH


PO BOX 509
GLEN FORK,WV25845
NONE I SCHOLARSHIP 3,000
BAYLEE SPARKS


5149 BAPTIST VALLEY ROAD
NORTH TAZEWELL,VA24630
NONE I SCHOLARSHIP 2,000
BENJAMIN HUDSON WHITE


610 CARDINAL STREET
BLUEFIELD,VA24605
NONE I SCHOLARSHIP 1,000

BLESSINGS IN A BACKPACK

4121 SHELBYVILLE ROAD
LOUISVILLE,KY40207
NONE PC FOOD DISTRIBUTION PROGRAM FOR CHILDREN 10,000

BLUEFIELD LITTLE LEAGUE

PO BOX 398
BLUEFIELD,WV24701
NONE PC REGISTRATION SUPPORT FOR FAMILIES 2,000

BLUEFIELD PRIMARY SCHOOL

673 W CUMBERLAND RD
BLUEFIELD,WV24701
NONE PC FIRST GRADE CLASS SEATING 500

BLUEFIELD STATE UNIVERSITY

219 ROCK STREET
BLUEFIELD,WV24701
NONE PC MATH COUNTS PROGRAM 400

BLUEFIELD UNIVERSITY

3000 COLLEGE DRIVE
BLUEFIELD,VA24605
NONE PC SPONSORSHIP FOR ANNUAL GOLFER'S CHALLENGE 1,000
BRADFORD RAY HURT


341 FRIENDLY STREET
PRINCETON,WV24739
NONE I SCHOLARSHIP 3,000
BRADY JONES


111 FAIRFAX DRIVE
BLUEFIELD,VA24605
NONE I SCHOLARSHIP 3,000
BRADY LESTER


PO BOX 313
CLEAR FORK,WV24822
NONE I SCHOLARSHIP 2,000
BRANDON KIRBY


19 ROBIN LANE
MORGANTOWN,WV26508
NONE I SCHOLARSHIP 3,000
BRAYDEN MEADOWS


29 SEDGEWOOD TOWNHOUSES
BLUEFIELD,VA24605
NONE I SCHOLARSHIP 2,000
BRAYDEN SURFACE


323 BRIERWOOD DRIVE
BLUEFIELD,VA24605
NONE I SCHOLARSHIP 3,000
BRAYDON ROSE-PUCKETT


158 PENNY LANE
NORTH TAZEWELL,VA24630
NONE I SCHOLARSHIP 2,000
BRENDAN BLANKENSHIP


281 AGEE HOLLOW ROAD
BLUEFIELD,WV24701
NONE I SCHOLARSHIP 2,000
BROOKE NICOLE FOY


131 FINCASTLE LANE
BLUEFIELD,WV24701
NONE I SCHOLARSHIP 2,000
BRYCE HAVENS


1024 TRIANGLE ROAD
BLUEFIELD,VA24605
NONE I SCHOLARSHIP 3,000
BRYNNE MABRY


15 STUART CIRCLE
WYTHEVILLE,VA24382
NONE I SCHOLARSHIP 2,000
BRYSON KEATON


62 HOWARD BRANCH
HINTON,WV25951
NONE I SCHOLARSHIP 2,000
CADEN FULLER


185 EMERALD STREET
BLUEFIELD,WV24701
NONE I SCHOLARSHIP 2,000
CAITLYN MARTIN


311 CRABAPPLE STREET
BLUEFIELD,VA24605
NONE I SCHOLARSHIP 3,000
CALEB FULLER


185 EMERALD STREET
BLUEFIELD,WV24701
NONE I SCHOLARSHIP 2,000
CALEB O'NEAL


164 BLACKSBURG STREET
NORTH TAZEWELL,VA24630
NONE I SCHOLARSHIP 2,000
CAMERON ALEXIS KWUN


231 3RD STREET
NORTH TAZEWELL,VA24630
NONE I SCHOLARSHIP 2,000
CAMERON HAMPTON


416 OAK GROVE WAY
BLUEFIELD,VA24605
NONE I SCHOLARSHIP 2,000
CAMERON SARVER


1275 HOCKMAN PIKE
BLUEFIELD,VA24605
NONE I SCHOLARSHIP 2,000
CAMPBELL PERDUE


215 OAKHURST AVENUE
BLUEFIELD,WV24701
NONE I SCHOLARSHIP 3,000
CARLY MORETTO


301 NICHOLS ROAD
BLUEFIELD,WV24701
NONE I SCHOLARSHIP 1,000
CARRIE E HAVENS


2098 DRY FORK RD
ROCKY GAP,VA24366
NONE I SCHOLARSHIP 2,000
CARSON NOEL


1562 PLEASANT HILL CHURCH ROAD
TAZEWELL,VA24651
NONE I SCHOLARSHIP 1,000
CARTER NIPPER


110 CALLAWAY CIRCLE
BLUEFIELD,VA24605
NONE I SCHOLARSHIP 3,000
CASSIE ABBEY


6172 COMPTON ST UNIT B
INDIANAPOLIS,IN46220
NONE I SCHOLARSHIP 2,000
CHANCE JAMES


2406 WILDERNESS ROAD
BLAND,VA24315
NONE I SCHOLARSHIP 2,000
CHANCE JOHNSON


908 ROCKBRIDGE STREET
BLUEFIELD,WV24701
NONE I SCHOLARSHIP 3,000
CHARITY ROSE


238 MATERIAL DRIVE
NORTH TAZEWELL,VA24630
NONE I SCHOLARSHIP 2,000
CHARLES PEYTON COE


900 OLD STAGE ROAD
WYTHEVILLE,VA24382
NONE I SCHOLARSHIP 2,000
CHASE MOORE


105 PINE TREE LANE
PRINCETON,WV24739
NONE I SCHOLARSHIP 2,000
CHASE REESE


16 CHANTICLEAR ROAD
BLUEFIELD,WV24701
NONE I SCHOLARSHIP 2,000
CHEYENNE OSBORNE


188 BRANDON DRIVE
BLUEFIELD,VA24605
NONE I SCHOLARSHIP 500
CHLOE MARTIN


311 CRABAPPLE STREET
BLUEFIELD,VA24605
NONE I SCHOLARSHIP 3,000
CHRISTIAN YATES


300 PARKVIEW DRIVE
BLUEFIELD,VA24605
NONE I SCHOLARSHIP 2,000
CHRISTINE STASHEEN


PO BOX 418
FALLS MILLS,VA24613
NONE I SCHOLARSHIP 2,000

CITY OF BLUEFIELD

200 ROGERS STREET
BLUEFIELD,WV24701
NONE GOV SPECIAL PROMOTIONS FIREWORKS 3,000

CITY OF BLUEFIELD

200 ROGERS STREET
BLUEFIELD,WV24701
NONE GOV POLICE DEPARTMENT OFFICER TRAINING AND EDUCATION 20,000
CODY FULLER


185 EMERALD STREET
BLUEFIELD,WV24701
NONE I SCHOLARSHIP 3,000
COLE G COCHRAN


553 PARTRIDGE DRIVE
PRINCETON,WV24740
NONE I SCHOLARSHIP 3,000
COLE HUNTER KIDD


3469 OLD ATHENS ROAD
PRINCETON,WV24739
NONE I SCHOLARSHIP 1,000
COLEY BROOKS


182 CAPTAIN STREET
BLUEFIELD,WV24701
NONE I SCHOLARSHIP 500
COLTON SHORT


1520 W RESERVOIR STREET
WYTHEVILLE,VA24382
NONE I SCHOLARSHIP 2,000
CONNER LEE CHRISTIAN


PO BOX 312
RAYSAL,WV24879
NONE I SCHOLARSHIP 2,000
CONNOR RAY WHITE


131 ORCHARD LOOP ROAD
BLUEFIELD,VA24605
NONE I SCHOLARSHIP 2,000
CYNTHIA MARIE COLLINS


8080 INGLESIDE ROAD
PRINCETON,WV24739
NONE I SCHOLARSHIP 2,000
CZARINA DENICE NGUYEN


196 RIVERVIEW STREET
TAZEWELL,VA24651
NONE I SCHOLARSHIP 2,000
DALLAS AUTON


161 FERN STREET
PRINCETON,WV24740
NONE I SCHOLARSHIP 1,000
DALTON ASH


218 COLLEGE AVENUE
PRINCETON,WV24740
NONE I SCHOLARSHIP 2,000
DALTON COOK


PO BOX 383
LYNCO,WV24857
NONE I SCHOLARSHIP 2,000
DANER VINEYARD


330 S COLLEGE AVENUE
BLUEFIELD,VA24605
NONE I SCHOLARSHIP 2,000
DARRAH ANN YOUNG


228 CARMEL DRIVE
TAZEWELL,VA24651
NONE I SCHOLARSHIP 3,000
DAVID BROWN


100 CALLAWAY CIRCLE
BLUEFIELD,VA24605
NONE I SCHOLARSHIP 3,000
DAVID MAIOLO


PO BOX 2781
BECKLEY,WV25802
NONE I SCHOLARSHIP 1,000
DAVID W PERDUE III


215 OAKHURST AVENUE
BLUEFIELD,WV24701
NONE I SCHOLARSHIP 2,000
DRAKE MULLINS


176 MAJORCREST ROAD
BLUEFIELD,WV24701
NONE I SCHOLARSHIP 2,000
ELIJAH BAUER


110 DAMEWOOD AVENUE
PRINCETON,WV24740
NONE I SCHOLARSHIP 2,000
ELIJAH NESTER


4213 HALLS RIDGE ROAD
PRINCETON,WV24739
NONE I SCHOLARSHIP 1,000
ELIJAH SARVER


604 ASHLEY WAY
BLUEFIELD,VA24605
NONE I SCHOLARSHIP 2,000
ELIJAH WATTERS


85 LAUREL DRIVE
ROCKY GAP,VA24366
NONE I SCHOLARSHIP 1,000
ELISE CLARY


1200 CASTLEWOOD LANE
BLUEFIELD,WV24701
NONE I SCHOLARSHIP 2,000
ELIZABETH ABIGAIL MABE


730 COUNTRY CLUB DRIVE
WYTHEVILLE,VA24382
NONE I SCHOLARSHIP 2,000
ELLIANAH BURGESS


181 STONECREEK STREET
PRINCETON,WV24739
NONE I SCHOLARSHIP 2,000
EMILY COOK


409 DEER RUN ROAD
PRINCETON,WV24739
NONE I SCHOLARSHIP 2,000
EMILY OSBORNE


PO BOX 6
OCEANA,WV24870
NONE I SCHOLARSHIP 3,000
EMMA BARNETT


PO BOX 236
JESSE,WV24849
NONE I SCHOLARSHIP 1,000
EMMA LARGEN


700 OAKHURST AVENUE
BLUEFIELD,WV24701
NONE I SCHOLARSHIP 3,500
EMMA NICOLE WORKMAN


169 FINCH AVENUE
PRINCETON,WV24739
NONE I SCHOLARSHIP 2,000
EMMA OXLEY


3654 OLD ATHENS ROAD
PRINCETON,WV24739
NONE I SCHOLARSHIP 2,000
ERIC RYAN WORKMAN


39 COLLEGE DRIVE
BLUEFIELD,VA24605
NONE I SCHOLARSHIP 2,000
ERICA DEANN HANCOCK


815 AUGUSTA STREET
BLUEFIELD,WV24701
NONE I SCHOLARSHIP 3,000
ERICA SHEPPARD


107 BURGESS STREET
PRINCETON,WV24740
NONE I SCHOLARSHIP 2,000
ERIN M WELLMAN


275 HILLCREST DRIVE
PRINCETON,WV24740
NONE I SCHOLARSHIP 2,000
ETHAN CONNOR AIELLO


628 PARKWAY AVENUE
BLUEFIELD,WV24701
NONE I SCHOLARSHIP 2,000
ETHAN D STINSON


209 MOUNTAIN LANE
BLUEFIELD,VA24605
NONE I SCHOLARSHIP 2,000
ETHAN HARVEY


1081 EVANGELISM ROAD
BLUEFIELD,WV24701
NONE I SCHOLARSHIP 2,000
ETHAN HENDRICK


147 WINDY HILL DRIVE
PRINCETON,WV24739
NONE I SCHOLARSHIP 1,000
FAITH T GUZY


634 SEDGE WREN STREET
BLUEFIELD,VA24605
NONE I SCHOLARSHIP 1,000
GABRIEL KEENE


8922 THOMPSON VALLEY ROAD
TAZEWELL,VA24651
NONE I SCHOLARSHIP 2,000
GABRIEL RIFE


35 SEDGEWOOD TOWNHOUSES
BLUEFIELD,VA24605
NONE I SCHOLARSHIP 1,000
GRACE HANCOCK


190 DOE LANE
NORTH TAZEWELL,VA24630
NONE I SCHOLARSHIP 1,000
GRACE M AIELLO


628 PARKWAY AVENUE
BLUEFIELD,WV24701
NONE I SCHOLARSHIP 1,500
GRACIE BOGLE


346 BAILEY HOLLOW ROAD
PRINCETON,WV24749
NONE I SCHOLARSHIP 2,000
GRANT COCHRAN


553 PARTRIDGE DRIVE
PRINCETON,WV24740
NONE I SCHOLARSHIP 2,000
HAILEY M COX


PO BOX 352
GHENT,WV25843
NONE I SCHOLARSHIP 2,000
HALAYA BRADSHAW


126 OAK GROVE AVENUE
BLUEFIELD,WV24701
NONE I SCHOLARSHIP 2,000
HALEY HANSEN


388 HORSESHOE FARM ROAD
PEMBROKE,VA24136
NONE I SCHOLARSHIP 2,000
HANNA KINDER


137 BARNETTE AVENUE
NORTH TAZEWELL,VA24630
NONE I SCHOLARSHIP 1,000
HANNAH BLANKENSHIP


PO BOX 1761
OCEANA,WV24870
NONE I SCHOLARSHIP 3,000
HANNAH CATRON


481 HILLCREST DRIVE
PRINCETON,WV24740
NONE I SCHOLARSHIP 3,000
HANNAH COOKE


801 LOW GAP ROAD
PRINCETON,WV24740
NONE I SCHOLARSHIP 1,000
HANNAH G BAILEY


PO BOX 1761
OCEANA,WV24870
NONE I SCHOLARSHIP 2,000
HANNAH HASS


2656 TIPTOP ROAD
NORTH TAZEWELL,VA24630
NONE I SCHOLARSHIP 2,000
HANNAH HAYES


116 WINDMERE STREET
NORTH TAZEWELL,VA24630
NONE I SCHOLARSHIP 2,000
HANNAH MCMILLION


132 WILLOW LANE
BLUEFIELD,VA24605
NONE I SCHOLARSHIP 2,000
HANNAH ROBERTS


341 FARMVIEW ROAD
CROCKETT,VA24323
NONE I SCHOLARSHIP 2,000
HANNAH SHOCKLEY


118 POST ROAD
FALLS MILLS,VA24613
NONE I SCHOLARSHIP 2,000
HANNAH WHITE


610 CARDINAL STREET
BLUEFIELD,VA24605
NONE I SCHOLARSHIP 1,000
HAYLEY MYERS


PO BOX 912
NORTH TAZEWELL,VA24630
NONE I SCHOLARSHIP 2,000
HUNTER M HARMON


PO BOX 581
MONTCALM,WV24737
NONE I SCHOLARSHIP 2,000
HUNTER M STROUPE


303 MONTROSE STREET
BLUEFIELD,VA24605
NONE I SCHOLARSHIP 2,000
IAN RHUDY


4128 BF BUCHANON HWY
TAZEWELL,VA24651
NONE I SCHOLARSHIP 3,000
IO JULIA NEO


4035 COLLEGE AVENUE 203
BLUEFIELD,VA24605
NONE I SCHOLARSHIP 2,000
ISABELLA BURNS


999 CHERRY HOLLOW ROAD
BLUEFIELD,WV24701
NONE I SCHOLARSHIP 2,000
ISABELLA MULLENS


460 QUAILWOOD DRIVE
PRINCETON,WV24740
NONE I SCHOLARSHIP 3,000
ISABELLA TESTER


386 LYNN HOLLOW ROAD
NORTH TAZEWELL,VA24630
NONE I SCHOLARSHIP 2,000
ISAIAH RIFE


P O BOX 34
BISHOP,VA24604
NONE I SCHOLARSHIP 2,000
JACKSON BRADY MARTIN


197 TARPON LANE
PRINCETON,WV24739
NONE I SCHOLARSHIP 2,000
JACKSON WARD


2205 ORCHARD WAY
BLUEFIELD,WV24701
NONE I SCHOLARSHIP 3,000
JACOB ETHAN WORKMAN


39 COLLEGE DRIVE
BLUEFIELD,VA24605
NONE I SCHOLARSHIP 2,000
JACOB WHITE


610 CARDINAL STREET
BLUEFIELD,VA24605
NONE I SCHOLARSHIP 1,000
JAEDEN D FLEENOR


PO BOX 2032
OCEANA,WV24870
NONE I SCHOLARSHIP 2,000
JAMIN NI


10 SEDGEWOOD TOWNHOUSES
BLUEFIELD,VA24605
NONE I SCHOLARSHIP 3,000
JAMIR BLEVINS


209 VALLEYDALE STREET
BLUEFIELD,VA24605
NONE I SCHOLARSHIP 2,000
JARED HEFFINGER


3436 BAILEY SWITCH ROAD
NORTH TAZEWELL,VA24630
NONE I SCHOLARSHIP 2,000
JARED M SANDY


PO BOX 278
BUD,WV24716
NONE I SCHOLARSHIP 2,000
JERRY HUANG


465 HARMAN STREET
NORTH TAZEWELL,VA24630
NONE I SCHOLARSHIP 3,000
JONATHAN ALAN COLLIER


295 BLANKENSHIP DRIVE
NORTH TAZEWELL,VA24630
NONE I SCHOLARSHIP 2,000
JONATHAN D WELLAMN


275 HILLCREST DRIVE
PRINCETON,WV24740
NONE I SCHOLARSHIP 3,000
JONATHAN DAVIS


606 KISER ROAD
TAZEWELL,VA24651
NONE I SCHOLARSHIP 2,000
JONATHAN DU


114 WINDSOR CIRCLE
BLUEFIELD,VA24605
NONE I SCHOLARSHIP 2,000
JONATHAN SHOCKLEY


118 POST ROAD
FALLS MILLS,VA24613
NONE I SCHOLARSHIP 2,000
JONIYAH BURROUGHS


331 ELMER STREET
PRINCETON,WV24740
NONE I SCHOLARSHIP 1,000
JORDAN ELAINE MCFARLAND


301 MONTROSE STREET
BLUEFIELD,VA24605
NONE I SCHOLARSHIP 2,000
JORDAN JONES


214 DIME DRIVE
BLUEFIELD,WV24701
NONE I SCHOLARSHIP 2,000
JORDANA G GUNTER


2068 VIRGINIA AVENUE
BLUEFIELD,VA24605
NONE I SCHOLARSHIP 2,000
JOSEPH KADE MINTON


395 EAST PINE STREET
WYTHEVILLE,VA24382
NONE I SCHOLARSHIP 3,000
JOSEPH LUKE TYSON


603 QUAIL DRIVE
BLUEFIELD,WV24605
NONE I SCHOLARSHIP 3,000
JUANITA PICKETT


7184 DRY FORK ROAD
NORTH TAZEWELL,VA24630
NONE I SCHOLARSHIP 1,000
JULIA DAY


312 CRABAPPLE STREET
BLUEFIELD,VA24605
NONE I SCHOLARSHIP 2,000
JULIA KATHERINE STACY


475 MOUNTAIN VIEW AVENUE
BLUEFIELD,WV24701
NONE I SCHOLARSHIP 2,000
JUSTIN MICHAEL LESTER


PO BOX 492
GHENT,WV25843
NONE I SCHOLARSHIP 2,000
KADE ROBERTS


208 MONTROSE STREET
BLUEFIELD,VA24605
NONE I SCHOLARSHIP 3,000
KADEN ADAMS


596 OLD PRINCETON ROAD
BLUEFIELD,WV24701
NONE I SCHOLARSHIP 3,000
KADEN CLINE


155 HIGH PLAINS DRIVE
PRINCETON,WV24739
NONE I SCHOLARSHIP 2,000
KAITLYN BAILEY


260 CHARWOOD AVENUE
PRINCETON,WV24739
NONE I SCHOLARSHIP 2,000
KALEB MORGAN


1703 AUGUSTA STREET
BLUEFIELD,WV24701
NONE I SCHOLARSHIP 2,000
KAMERON R NECESSARY


793 MARION AVENUE
TAZEWELL,VA24651
NONE I SCHOLARSHIP 2,000
KARA BASHAM


323 CORINNE STREET
PRINCETON,WV24740
NONE I SCHOLARSHIP 2,000
KARLY BALL


PO BOX 27
PIPESTEM,WV25979
NONE I SCHOLARSHIP 2,000
KASHIF ALSTON


PO BOX 2203
BLUEFIELD,WV24701
NONE I SCHOLARSHIP 2,000
KASSI LEANN DIFFENBACK


1601 AUGUSTA STREET
BLUEFIELD,WV24701
NONE I SCHOLARSHIP 2,000
KATELYN DIETZ


529 SUMMIT STREET
BLUEFIELD,VA24605
NONE I SCHOLARSHIP 3,000
KATELYN ROBERTS


975 BICYCLE ROAD
ROCK,WV24747
NONE I SCHOLARSHIP 2,000
KATLIN PRESNELL YOST


8694 NEW HOPE ROAD
BLUEFIELD,WV24701
NONE I SCHOLARSHIP 1,000
KAYTON E PERKINS


PO BOX 504
MONTCALM,WV24737
NONE I SCHOLARSHIP 3,000
KEATON HANSEN


388 HORSESHOE FARM ROAD
PEMBROKE,VA24136
NONE I SCHOLARSHIP 2,000
KELSEY ANN ROBINETT


120 LAKE COURT
SURFSIDE BEACH,SC29575
NONE I SCHOLARSHIP 2,000
KERRY COLLINS


225 MOUNTAIN VIEW AVENUE
BLUEFIELD,WV24701
NONE I SCHOLARSHIP 3,000
KIERA PAIGE PUGALEE


205 KING STREET
NORTH TAZEWELL,VA24630
NONE I SCHOLARSHIP 2,000
KOLBE AUSTIN


2026 VIRGINIA AVENUE
BLUEFIELD,VA24605
NONE I SCHOLARSHIP 4,500
KRISTA ODLE


5466 AIRPORT ROAD
BLUEFIELD,WV24701
NONE I SCHOLARSHIP 3,000
KYLIE M CROYE


202 SHERWOOD LANE
BLUEFIELD,WV24701
NONE I SCHOLARSHIP 3,000
LAKEN CHRONISTER


304 PARKDALE STREET
BLUEFIELD,VA24605
NONE I SCHOLARSHIP 2,000
LANDON BREEDEN


98 WINDSOR CIRCLE
BLUEFIELD,VA24605
NONE I SCHOLARSHIP 2,000
LANDON EDWARDS


247 STEWART STREET
WELCH,WV24801
NONE I SCHOLARSHIP 2,000
LAUREN KEENE


322 BLANKENSHIP DRIVE
NORTH TAZEWELL,VA24630
NONE I SCHOLARSHIP 3,000
LAUREN OLIVIA PARISH


360 SADDLETREE LANE
BLUEFIELD,WV24701
NONE I SCHOLARSHIP 3,000
LAUREN PEARCE


331 CIRCLE DRIVE
BLUEFIELD,VA24605
NONE I SCHOLARSHIP 2,000
LAURIE WHITT


PO BOX 1
SPANISHBURG,WV24740
NONE I SCHOLARSHIP 383
LESLIE BAILEY


PO BOX 28
OCEANA,WV24870
NONE I SCHOLARSHIP 1,000
LEVI B CRIDER


PO BOX 158
CYCLONE,WV24827
NONE I SCHOLARSHIP 1,000
LEXI SANDLIN


423 THOMPSON CHAPLE ROAD
BLUEFIELD,WV24701
NONE I SCHOLARSHIP 2,000
LILLY BREWSTER


PO 402
FALLS MILLS,VA24613
NONE I SCHOLARSHIP 2,000
LILY POWELL


246 QUAILVIEW DRIVE
PRINCETON,WV24740
NONE I SCHOLARSHIP 3,000
LINDSEY NEAL


1155 WEST UNION STREET
WYTHEVILLE,VA24382
NONE I SCHOLARSHIP 1,000
LOGAN ASBURY


258 VALLEY LOOP ROAD
TAZEWELL,VA24651
NONE I SCHOLARSHIP 2,000
LOGAN ENGLAND


138 BLUE BONNETT CIRCLE
HENSLEY,WV24843
NONE I SCHOLARSHIP -1,000
LYNDSEY BILLIPS


9915 MUDFORK ROAD
BLUEFIELD,VA24605
NONE I SCHOLARSHIP 2,000
MACIE ALFORD


PO BOX 958
NORTH TAZEWELL,VA24630
NONE I SCHOLARSHIP 2,000
MADELINE DAY


212 CHURCH STREET
TAZEWELL,VA24651
NONE I SCHOLARSHIP 1,000
MADILYN GRACE HOWINGTON


3003 BAPTIST VALLEY ROAD
CEDAR BLUFF,VA24608
NONE I SCHOLARSHIP 2,000
MADISON BROOKE ADDAIR


142 MADI LANE
PRINCETON,WV24739
NONE I SCHOLARSHIP 2,000
MADISON MOREHEAD


673 SHORT RIDGE DRIVE
BLAND,VA24315
NONE I SCHOLARSHIP 2,000
MADISON P SANDIFER


255 SUZANNE AVENUE
BLUEFIELD,VA24605
NONE I SCHOLARSHIP 2,000
MADISYN NICOLE MIDKIFF


110 RIDGEWOOD DRIVE
SUMERCO,WV25567
NONE I SCHOLARSHIP 1,000
MAGGIE LAYNE


994 CARTER HILL ROAD
NORTH TAZEWELL,VA24630
NONE I SCHOLARSHIP 2,000
MAGGIE MINTON


395 EAST PINE STREET
WYTHEVILLE,VA24382
NONE I SCHOLARSHIP 2,000
MALIA M SLOAN


507 MOUNTAIN VIEW AVENUE
BLUEFIELD,WV24701
NONE I SCHOLARSHIP 2,000
MALLORY BROWN


368 BRANDON DRIVE
BLUEFIELD,VA24605
NONE I SCHOLARSHIP 3,000
MARILYN BAILEY


7 OAK LANE
BLUEFIELD,WV24701
NONE I SCHOLARSHIP 3,000
MARJORIE K STALLARD


2 SEXTON HILL
BLUEFIELD,VA24605
NONE I SCHOLARSHIP 2,000
MARY POWELL


246 QUAILVIEW DRIVE
PRINCETON,WV24740
NONE I SCHOLARSHIP 2,000
MASON MABRY


15 STUART CIRCLE
WYTHEVILLE,VA24382
NONE I SCHOLARSHIP 3,000
MASON SAWYERS


1060 ADAMS LANE
MONETA,VA24121
NONE I SCHOLARSHIP 2,000
MATTHEW D SARVER


1275 HOCKMAN PIKE
BLUEFIELD,VA24605
NONE I SCHOLARSHIP 2,000
MATTHEW HILLYER


229 RUSTIC HILL DRIVE
PRINCETON,WV24739
NONE I SCHOLARSHIP 2,000
MEAH ROBERTS


2012 TAZEWELL AVENUE
BLUEFIELD,VA24605
NONE I SCHOLARSHIP 2,000
MIA TURLEY


PO BOX 446
TAZEWELL,VA24651
NONE I SCHOLARSHIP 2,000
MORGAN MURPHY


307 BRIERWOOD DRIVE
BLUEFIELD,VA24605
NONE I SCHOLARSHIP 3,000
MORGAN WALKER


43 ROGERS STREET
WELCH,WV24801
NONE I SCHOLARSHIP 2,000
MUHAMMED HUSSAIN MUZAFFER


520 VIRGINIA AVENUE
WELCH,WV24801
NONE I SCHOLARSHIP 1,000
NATHAN HARVEY


312 CAHILL DRIVE
PRINCETON,WV24740
NONE I SCHOLARSHIP 2,000
NATHANAEL BARNES SHUMATE


219 TIMBER HILL DRIVE
PRINCETON,WV24739
NONE I SCHOLARSHIP 2,000
NATHANIEL NOLLEY


6621 LAUREL FORK ROAD
ROCKY GAP,VA24366
NONE I SCHOLARSHIP 3,000
NICHOLAS KNOWLES


PO BOX 568
BLUEFIELD,WV24701
NONE I SCHOLARSHIP 2,000
NOAH BENNETT


117 WILSON STREET
BLUEFIELD,VA24605
NONE I SCHOLARSHIP 2,000
OLIVIA J BOGGESS


1206 N WALKER STREET
PRINCETON,WV24740
NONE I SCHOLARSHIP 2,000
OWEN KEENEY


PO BOX 1084
OCEANA,WV24870
NONE I SCHOLARSHIP 2,000
PAIGE SPADE


147 OLD LOGAN ROAD
PRINCETON,WV24739
NONE I SCHOLARSHIP 1,000
PAYTON RICE


610 QUAIL DRIVE
BLUEFIELD,VA24605
NONE I SCHOLARSHIP 2,000
PEYTON PHILLIPS


PO BOX 1582
PINEVILLE,WV24874
NONE I SCHOLARSHIP 2,000
PEYTON TERRY


125 MONTE VISTA LANE
BLUEFIELD,VA24605
NONE I SCHOLARSHIP 2,000
PRESLEY PARRIS


315 PARKWAY AVENUE
BLUEFIELD,WV24701
NONE I SCHOLARSHIP 2,000
RACHEL E WHITE


845 BRUSHFORK ROAD
BLUEFIELD,VA24613
NONE I SCHOLARSHIP 2,000
RACHEL ELIZABETH RUTHERFORD


PO BOX 55
BLUEFIELD,VA24605
NONE I SCHOLARSHIP 3,000
RACHEL FARLEY


106 ASBURY ROAD
PRINCETON,WV24740
NONE I SCHOLARSHIP 2,000
RAINEN BLANKENSHIP


281 AGEE HOLLOW ROAD
BLUEFIELD,WV24701
NONE I SCHOLARSHIP 2,000
REBECCA PRUETT


567 SANDLICK ROAD
BLUEFIELD,WV24701
NONE I SCHOLARSHIP 2,000
REBECCA M JOHNSON


361 HAZELNUT DRIVE
PRINCETON,WV24739
NONE I SCHOLARSHIP 2,000
REGAN SOUTHERS


481 QUAILWOOD DRIVE
PRINCETON,WV24740
NONE I SCHOLARSHIP 3,000
ROBERT EDWARDS


106 HOGAN CIRCLE
BLUEFIELD,VA24605
NONE I SCHOLARSHIP 3,000
ROSS NELSON SIMON


2207 ORCHARD WAY
BLUEFIELD,WV24701
NONE I SCHOLARSHIP 2,000
RYAN TYLER ANDERSON


760 LITTLESBURG ROAD
BLUEFIELD,WV24701
NONE I SCHOLARSHIP 2,000
RYLEE MEADOWS


2019 VIRGINIA HEIGHTS DRIVE APT 2A
BLUEFIELD,VA24605
NONE I SCHOLARSHIP 1,000
SAMANTHA BREWSTER


489 BRUSHFORK ROAD
FALLS MILLS,VA24613
NONE I SCHOLARSHIP 3,000
SAMANTHA GONCALVES HUSKEY


216 CHESTNUT STREET
PEARISBURG,VA24134
NONE I SCHOLARSHIP 2,000
SARA KATLYN SAUNDERS


550 SWEETWATER DRIVE
TAZEWELL,VA24651
NONE I SCHOLARSHIP 2,000
SARAH JACOBS


106 CALLAWAY CIRCLE
BLUEFIELD,VA24605
NONE I SCHOLARSHIP 3,000
SARAH JESSEE


341 COUNTRY FIELD LANE
PRINCETON,WV24739
NONE I SCHOLARSHIP 2,000
SAVANNAH HOWERY


664 TANAGER DRIVE
BLUEFIELD,VA24605
NONE I SCHOLARSHIP 2,000
SETH PENGERGRASS


177 CANDLEWICK ROAD
ROCK,WV24747
NONE I SCHOLARSHIP 2,000
SHARAYU JANGA


142 CAPULET WAY
BLUEFIELD,VA24605
NONE I SCHOLARSHIP 3,000
SHAWN SMITH


129 PEPPERMINT STREET
WELCH,WV24801
NONE I SCHOLARSHIP 2,000
SHRADDHA PATEL


316 BRIERWOOD DRIVE
BLUEFIELD,VA24605
NONE I SCHOLARSHIP 2,000
SHYAN FAITH JENKINS


PO BOX 2203
BRENTON,WV24818
NONE I SCHOLARSHIP 2,000
SIMONE ALEXIS SHRADER


2046 VIRGINIA AVENUE
BLUEFIELD,VA24605
NONE I SCHOLARSHIP 1,000
SOLOMON ANDRE MITCHELL


PO BOX 2112
BLUEFIELD,WV24701
NONE I SCHOLARSHIP 2,000
SOPHIA LIPSCOMB


131 MISTLETOE LANE
PRINCETON,WV24739
NONE I SCHOLARSHIP 2,000
SOPHIA G GAITHER


610 HENLEY ROAD
PRINCETON,WV24739
NONE I SCHOLARSHIP 2,000
SOPHIE LEMONS


32 MEADOW DRIVE
CULLODEN,WV25510
NONE I SCHOLARSHIP 1,000
SOPHIE STANLEY


530 ROCK BARN AVENUE
PRINCETON,WV24740
NONE I SCHOLARSHIP 3,000
STELLA GUNTER


105 MONTGOMERY STREET
BLUEFIELD,VA24605
NONE I SCHOLARSHIP 2,000
STEPHANIE YOUNG


122 LARCHWOOD ROAD
BLUEFIELD,WV24701
NONE I SCHOLARSHIP 4,000
SUMMER LESTER


7181 DRYFORK ROAD
NORTH TAZEWELL,VA24630
NONE I SCHOLARSHIP 2,000
SYDNEY BOWMAN


608 QUAIL DRIVE
BLUEFIELD,VA24605
NONE I SCHOLARSHIP 2,000
SYDNEY LESTER


113 MEADOW LANE
BLUEFIELD,VA24605
NONE I SCHOLARSHIP 3,000
TANLEIGH SMITH


1628 AUGUSTA STREET
BLUEFIELD,WV24701
NONE I SCHOLARSHIP 2,000
TAYLOR PAPA


331 NICHOLS ROAD
BLUEFIELD,WV24701
NONE I SCHOLARSHIP 2,000
TAYLOR RAY


265 AUTUMN DRIVE
NORTH TAZEWELL,VA24630
NONE I SCHOLARSHIP 2,000
THOMAS ONKS


5031 DOLORES DRIVE
CROSS LANES,WV25313
NONE I SCHOLARSHIP 2,000
TIMOTHY CARRICO


1848 ABERDEEN LANE
MIAMISBURG,OH45342
NONE I SCHOLARSHIP 1,000
TORIN B MORGAN


PO BOX 177
CLEAR FORK,WV24822
NONE I SCHOLARSHIP 1,000
TREVOR DALTON


401 PARKDALE STREET
BLUEFIELD,VA24605
NONE I SCHOLARSHIP 2,000
TUCKER SCOTT WORKMAN


PO BOX 63
BRAMWELL,WV24715
NONE I SCHOLARSHIP 2,000
TY BEGGS


1352 COLLEGE AVENUE
BLUEFIELD,WV24701
NONE I SCHOLARSHIP 1,000
TYLER WIMMER


177 CAMPBELL DRIVE
NORTH TAZEWELL,VA24630
NONE I SCHOLARSHIP 1,000

VIRGINIA ATHLETICS FOUNDATION

PO BOX 400833
CHARLOTTESVILLE,VA22904
NONE PC ATHLETIC DEPARTMENT 22,000

WESTMINSTER AT WADE LLC

1400 HIGHLAND STREET
BLUEFIELD,WV24701
NONE PC MISSION DORMITORY MATTRESSES 5,000
WHITNEY KIRKENDALL


PO 186
KOPPERSTON,WV24854
NONE I SCHOLARSHIP 2,000
ZACHARY BOWMAN


608 QUAIL DRIVE
BLUEFIELD,VA24605
NONE I SCHOLARSHIP 3,000
ZACHARY MICHAEL PERKINS


773 STROUPE MOUNTAIN ROAD
WYTHEVILLE,VA24382
NONE I SCHOLARSHIP 3,000
Total .................................right arrow 3a 656,783
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
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 ...........
         
4 Dividends and interest from securities ....     14 376,817  
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 -18,825  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aRETURN OF 2022 SCHOLARSHIPS
        9,500
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 357,992 9,500
13Total. Add line 12, columns (b), (d), and (e)..................
13
367,492
(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.)
11A RETURN OF 2022 SCHOLARSHIPS
Form 990-PF (2023)
Form 990-PF (2023)
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
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.
right arrow right arrow
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 Check if self-
employed right arrow
PTIN
Firm's name SmallBullet
Firm's EIN SmallBullet
Firm's address SmallBullet


Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
ETHEL N BOWEN FOUNDATION
EIN:
23-7010740
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING AND TAX PREP FEES 17,845 13,384   4,461

TY 2023 InvestmentsCorpStockSchedule
Name:
ETHEL N BOWEN FOUNDATION
EIN:
23-7010740
Name of Stock End of Year Book Value End of Year Fair Market Value
AT&T INC 88,934 88,934
BANK OF AMERICA CORP 96,263 96,263
CHEVRON CORP NEW COM 201,366 201,366
COCA-COLA CO 141,432 141,432
COLGATE-PALMOLIVE CO 207,246 207,246
EMERSON ELECTRIC CO 145,995 145,995
EXXON MOBIL CORP 566,787 566,787
JOHNSON & JOHNSON 470,220 470,220
JP MORGAN CHASE & CO COM 153,090 153,090
MICROSOFT CORP 752,080 752,080
PFIZER INC 143,950 143,950
PROCTOR & GAMBLE CO 219,810 219,810
RTX CORPORATION COM 134,624 134,624
REALTY INCOME CORP 86,130 86,130
SUMMIT FINANCIAL GROUP INC 751,905 751,905
WASTE MANAGEMENT INC 447,750 447,750

TY 2023 InvestmentsGovtObligationsSch
Name:
ETHEL N BOWEN FOUNDATION
EIN:
23-7010740
US Government Securities - End of Year Book Value:

1,120,635
US Government Securities - End of Year Fair Market Value:

1,120,635
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2023 InvestmentsOtherSchedule2
Name:
ETHEL N BOWEN FOUNDATION
EIN:
23-7010740
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
DOUBLELINE TOTAL RETURN BOND I FMV 442,000 442,000
GLOBAL X FDS US INFRASTRUCTURE DEV FMV 220,544 220,544
INVESCO EXCHANGE-TRADED FD TR II FMV 192,141 192,141
INVESCO EXCHANGE-TRADED FD TR II S&P 500 FMV 356,792 356,792
INVESCO EXCHANGE-TRADED FD TR S&P 600 FMV 166,281 166,281
INVESCO EXCHANGE-TRADED FD TR S&P 500 FMV 157,800 157,800
ISHARES TRUST PREFERRED AND INCOME SECURITIES ETF FMV 175,600 175,600
ISHARES BIOTECHNOLOGY ETF FMV 201,737 201,737
ISHARES CORE HIGH DIVIDEND ETF FMV 132,587 132,587
ISHARES CORE S&P MID-CAP FMV 318,722 318,722
ISHARES CORE S&P SMALL CAP FMV 450,861 450,861
ISHARES IBOXX HIGH YIELD FMV 127,693 127,693
ISHARES MSCI EAFE FMV 363,639 363,639
ISHARES MSCI EMERGING MARKETS FMV 392,450 392,450
ISHARES RUSSELL 1000 VALUE ETF FMV 293,319 293,319
ISHARES RUSSELL 2000 ETF FMV 150,533 150,533
ISHARES SELECT DIVIDEND ETF FMV 468,880 468,880
ISHARES U.S. INDUSTRIALS ETF FMV 343,080 343,080
PIMCO INVESTMENT GRADE CORP FMV 64,645 64,645
PROSHARES ULTRA QQQ FMV 965,200 965,200
SELECT SECTOR SPDR TR ENERGY FMV 226,368 226,368
SELECT SECTOR SPDR TR FINANCIAL FMV 150,400 150,400
SELECT SECTOR SPDR TR INDL FMV 170,985 170,985
SPDR BLACKSTONE SENIOR LOAN ETF FMV 130,822 130,822
SPDR BLOOMBERG SHORT TERM YIELD BOND FMV 131,985 131,985
SPDR DOW JONES REIT ETF FMV 142,980 142,980
SPDR S&P 500 ETF TRUST FMV 190,124 190,124
VANECK SEMICONDUCTOR FMV 215,090 215,090
VANGUARD FTSE DEVELOPED MARKETS INDEX FUND FMV 266,180 266,180
VANGUARD FTSE EMERGING MARKETS FMV 225,187 225,187

TY 2023 OtherExpensesSchedule
Name:
ETHEL N BOWEN FOUNDATION
EIN:
23-7010740
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LIABILITY INSURANCE 2,316 1,158   1,158
OFFICE SUPPLIES 138 0   0


TY 2023 OtherIncomeSchedule2
Name:
ETHEL N BOWEN FOUNDATION
EIN:
23-7010740
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
RETURN OF 2022 SCHOLARSHIPS 9,500   9,500


TY 2023 OtherIncreasesSchedule
Name:
ETHEL N BOWEN FOUNDATION
EIN:
23-7010740
Description Amount
UNREALIZED GAINS AND LOSSES ON INVESTMENTS 1,394,607


TY 2023 OtherProfessionalFeesSchedule
Name:
ETHEL N BOWEN FOUNDATION
EIN:
23-7010740
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TRUST INVESTMENT FEES 61,892 61,892   0


TY 2023 TaxesSchedule
Name:
ETHEL N BOWEN FOUNDATION
EIN:
23-7010740
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
WV SECRETARY OF STATE LICENSE 25 0   0