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 07-01-2023 , and ending 06-30-2024
Name of foundation
HOLLOWELL DAWKINS FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)1022 WASHINGTON STREET EAST
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LEWISBURG, WV24901
A Employer identification number

51-0183517
B Telephone number (see instructions)

(304) 645-5414
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$15,593,764J 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 34 34  
4 Dividends and interest from securities... 341,267 341,267  
5a Gross rents............ 132,000 132,000  
b Net rental income or (loss) 87,630
6a Net gain or (loss) from sale of assets not on line 10 403,494
b Gross sales price for all assets on line 6a 4,187,870
7 Capital gain net income (from Part IV, line 2)... 403,494
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
List of Attached Documents:
// Content
223,471 223,471  
12 Total. Add lines 1 through 11........ 1,100,266 1,100,266  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages...... 44,911 29,192   15,719
15 Pension plans, employee benefits....... 1,784 1,160   624
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
18,842 12,247   6,595
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
4,250 2,763   1,487
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
34,398 33,118   1,280
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
29,677    
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
306,867 260,533   46,334
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 440,729 339,013   72,039
25 Contributions, gifts, grants paid....... 735,719 735,719
26 Total expenses and disbursements. Add lines 24 and 25 1,176,448 339,013   807,758
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -76,182
b Net investment income (if negative, enter -0-) 761,253
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............. 30,670 20,728 20,728
2 Savings and temporary cash investments......... 175,104 111,021 111,021
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.......... 6,181    
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 7,841,739 Click to see attachment
List of Attached Documents:
// Content
8,734,668 		12,409,550
c Investments—corporate bonds (attach schedule)....... 2,715,249 Click to see attachment
List of Attached Documents:
// Content
1,867,868 		1,865,465
11 Investments—land, buildings, and equipment: basis right arrow1,111,958
Less: accumulated depreciation (attach schedule) right arrow717,834 423,625 Click to see attachment
List of Attached Documents:
// Content
394,124 		1,100,000
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow78,717
Less: accumulated depreciation (attach schedule) right arrow42,635 36,255 Click to see attachment
List of Attached Documents:
// Content
36,082 		87,000
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
3,500 		Click to see attachment
List of Attached Documents:
// Content
3,500 		 
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 11,232,323 11,167,991 15,593,764
Liabilities 17 Accounts payable and accrued expenses..........   4,400
18 Grants payable.................   7,500
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) Click to see attachment
List of Attached Documents:
// Content
2,367 		Click to see attachment
List of Attached Documents:
// Content
2,317
23 Total liabilities (add lines 17 through 22)......... 2,367 14,217
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...........    
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 11,229,956 11,153,774
29 Total net assets or fund balances (see instructions)..... 11,229,956 11,153,774
30 Total liabilities and net assets/fund balances (see instructions). 11,232,323 11,167,991
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
11,229,956
2
Enter amount from Part I, line 27a .....................
2
-76,182
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
11,153,774
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
11,153,774
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 ACCENTURE PLC P 2022-10-31 2023-08-07
b BROWN & BROWN INC P 2023-02-23 2023-07-25
c ILLUMINA INC P 2023-11-07 2024-05-07
d NVIDIA CORPORATION P 2024-01-04 2024-04-11
e TESLA P 2022-12-01 2023-11-07
AMAZON INC P 2020-04-08 2024-04-25
ILLUMINA INC P 2023-01-30 2024-05-07
PEPSICO INC P 2021-07-23 2023-11-08
TAIWAN SMCNDCTR P 2023-02-23 2024-06-26
CORNING INC P 2023-06-16 2024-06-27
ADOBE INC P 2024-01-25 2024-06-20
CHEWY INC CL A P 2024-04-11 2024-06-20
HALLIBURTON CO P 2024-04-11 2024-06-20
PAYPAL HOLDINGS P 2023-08-16 2023-11-07
THE CIGNA GROUP P 2023-05-10 2024-04-17
AON GLOBAL LTD P 2018-05-29 2024-06-12
INTL BUSINESS P 2021-10-15 2023-11-08
PERFORMANCE FOOD GROUP P 2021-09-17 2023-09-05
TESLA INC P 2021-09-03 2023-10-16
CVS HEALTH CORP P 2023-02-23 2024-06-26
ADVANCED MICRO DEVICES P 2023-05-05 2024-06-30
CISCO SYS INC P 2023-02-23 2023-12-11
INTL BUSINESS MACHINES CORP P 2023-09-29 2023-11-08
PEPSICO INC P 2023-08-17 2023-11-08
T-MOBILE US INC P 2024-01-04 2024-01-25
APPLE INC P 2020-04-29 2024-04-10
ISHARES MSCI SOUTH KOREA P 2022-11-02 2024-01-29
PFIZER P 2021-09-20 2023-10-02
T-MOBILE US P 2023-01-06 2024-05-07
DEERE & CO P 2022-02-02 2023-12-04
AIR PROD & CHEM INC P 2023-08-04 2024-03-21
COCA COLA CO P 2023-07-24 2023-10-06
IQVIA HOLDINGS INC P 2023-12-13 2024-04-11
PFIZER INC P 2023-07-03 2023-10-02
UBER TECHNOLOGIES INC P 2023-06-30 2024-01-25
AUTODESK INC P 2021-11-25 2023-08-16
LAM RESEARCH CORP P 2022-10-31 2024-01-04
PINTEREST P 2022-04-08 2023-12-12
UBER TECHNOLOGIES INC P 2023-02-23 2024-02-28
DIAGEO PLC SPON ADR P 2020-09-11 2024-01-29
ALPHABET INC CL A P 2023-07-24 2024-01-04
COHERENT CORP P 2023-07-24 2023-09-06
ISHARES MSCI SOUTH KOREA P 2023-07-25 2024-01-29
PINTEREST INC CL A P 2023-11-07 2023-12-12
UBS GROUP P 2023-09-29 2023-11-08
BANK OF AMERICA CORP P 2022-10-31 2024-06-26
MATCH GROUP INC P 2022-04-08 2023-10-16
QUALCOMM INC P 2021-04-08 2024-06-26
UBS GROUP AG P 2019-10-03 2024-06-26
DOMINOS PIZZA P 2023-02-23 2024-05-07
ALTRIA GROUP 4000 P 2023-02-23 2024-01-31
CORNING INC P 2023-12-11 2024-06-27
JOHNSON & JOHNSON P 2022-10-31 2023-10-19
PROLOGIS INC P 2024-01-23 2024-04-17
ULTA BEAUTY P 2023-09-05 2024-06-20
BROADCOM INC P 2022-10-31 2024-02-29
MICROCHIP TECHNOLOGY P 2023-01-06 2024-02-28
QUEST DIAGNOSTIC P 2020-04-23 2024-04-01
UNITEDHEALTH GP P 2022-11-17 2024-03-12
AMAZON INC P 2023-09-05 2024-04-25
CVS HEALTH CORP COM P 2024-03-25 2024-06-26
LAM RESEARCH CORPORATION P 2023-04-21 2023-11-07
RELX PLC SPONSORED ADR P 2023-09-29 2023-11-08
UNITEDHEALTH GP INC P 2022-10-31 2023-09-07
BROWN & BROWN INC P 2022-07-19 2023-07-25
MICROSOFT CORP P 2023-02-23 2024-03-12
RELX PLC SPONSORED P 2021-11-23 2023-11-08
VERISK ANALYTICS INC P 2023-03-15 2024-04-11
AMGEN INC P 2022-10-31 2023-10-06
DELL TECHNOLOGIES INC P 2023-11-08 2024-06-26
MATCH GROUP P 2023-04-21 2023-10-16
S&P GLOBAL INC P 2023-06-20 2023-12-11
US TSY NOTE 2750 P 2023-02-23 2023-11-15
CHEVRON CORP P 2021-04-07 2024-05-30
MONSANTO CO P 2015-05-04 2024-06-12
RTX CORPORATION P 2022-04-11 2023-09-06
VERIZON COMMUNICATIONS P 2018-06-22 2024-06-12
APPLE INC P 2023-08-16 2024-04-25
DEXCOM INC P 2023-11-07 2024-01-25
MICROCHIP TECHNOLOGY P 2024-01-25 2024-02-28
SANDOZ GROUP AG ADR P 2023-02-23 2023-10-09
VISA INC CL A P 2023-08-04 2024-05-31
CISCO SYS INC P 2021-09-20 2023-12-11
MONSTER BEVERAGE CORP P 2022-07-06 2023-09-05
S&P GLOBAL INC P 2023-02-23 2024-04-11
VERIZON COMMUNICATIONS P 2022-02-01 2024-04-17
ARCHER DANIELS MIDLAND P 2023-08-04 2024-01-23
DIAGEO PLC SPON ADR NEW P 2023-02-23 2024-01-29
MICROSOFT CORP P 2023-03-14 2023-12-06
SAP AG P 2023-09-29 2023-10-02
WALMART P 2022-10-31 2023-10-19
COHERENT CORP P 2020-09-22 2023-09-05
MSIF ULTRA SHORT INCOME P 2018-04-25 2023-09-21
SANDOZ GROUP P 2021-11-23 2023-10-09
VISA INC CL A P 2023-02-23 2024-04-25
AT&T INC P 2022-10-31 2023-09-30
DOMINOS PIZZA INC P 2023-02-22 2023-08-16
MONSTER BEVERAGE P 2023-02-23 2023-09-05
SERVICENOW INC P 2023-04-21 2024-04-11
YETI HOLDING INC P 2023-09-06 2024-02-28
EDWARD LIFESCIENCES CORP P 2022-05-29 2023-12-12
NETFLIX INC P 2022-05-19 2024-04-11
SAP AG P 2022-04-01 2023-12-11
WALGREENS BOOTS P 2018-05-01 2023-12-14
ATLASSIAN CORPORATION CL A P 2023-09-06 2023-12-12
EDWARD LIFESCIENCES CORP P 2023-02-23 2023-12-12
MSIF ULTRA-SHORT INCOME P 2002-12-02 2023-09-21
SHOPIFY INC P 2023-10-16 2024-05-07
ZILLOW GROUP P 2023-12-12 2024-01-25
ELI LILLY & CO P 2023-01-06 2024-03-12
NEXTERA ENERGY INC P 2022-10-31 2024-05-31
SCHLUMBERGER LTD P 2022-07-27 2024-06-05
WALMART INC P 2022-10-31 2024-02-26
AUTO DESK DELAWARE P 2023-06-30 2024-06-30
ELI LILLY & CO P 2023-01-06 2023-11-07
NETFLIX P 2023-10-16 2024-01-04
SMITH & NEPHEW PLC P 2023-11-08 2024-03-28
ADOBE P 2022-05-19 2023-11-07
EXXON MOBIL CORP P 2021-05-11 2024-05-30
NORTHROP GRUMMAN P 2023-02-23 2024-03-12
SERVICENOW INC P 2023-02-02 2024-04-11
WISDOMTREE P 2021-05-06 2024-03-28
BLACKROCK INC P 2024-01-23 2024-02-29
ESTEE LAUDER CO INC CL A P 2023-09-05 2023-11-07
NIKE INC P 2023-12-04 2024-02-06
SPD BLOOMBERG 1-3 P 2023-06-27 2023-09-05
AIR PROD & CHEM INC P 2022-10-31 2024-03-21
GATX CORP P 2019-05-23 2024-02-15
NOVARTIS AG P 2021-04-23 2024-06-26
SHERWIN WILLIAMS COMPANY OHIO P 2020-04-08 2023-08-16
ZILLOW GROUP INC P 2022-01-29 2024-01-25
BLOCK INC CL A P 2023-11-07 2024-01-25
FIRST SOLAR INC P 2024-05-07 2024-06-20
NORTROP GRUMMAN CP P 2023-12-14 2024-01-25
SPOTIFY TECHNOLOGY P 2024-03-12 2024-06-20
ALPHABET INC CL A P 2020-04-08 2024-01-04
HALLIBURTON CO P 2022-09-02 2024-01-25
PAYPAL HLDGS INC P 2022-05-19 2023-11-07
SPDR BLOOMBER 1-3 P 2023-02-14 2024-02-29
COLGATE PALMOLIVE CO P 2023-04-12 2024-04-17
(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 13,070   11,793 1,277
b 4,278   3,301 977
c 2,307   2,315 -8
d 13,297   9,997 3,300
e 10,288   8,396 1,892
171   101 70
7,635   13,203 -5,568
133,042   111,283 21,759
129,094   80,424 48,670
7,010   6,504 506
4,908   5,772 -864
11,226   7,812 3,414
18,511   19,872 -1,361
4,322   5,137 -815
1,858   1,414 444
199,908   197,921 1,987
96,887   85,971 10,916
5,132   3,837 1,295
6,846   5,737 1,109
58,269   63,478 -5,209
47,583   34,072 13,511
22,736   22,952 -216
30,128   27,640 2,488
24,337   25,296 -959
14,896   14,754 142
28,529   12,253 16,276
82,004   72,109 9,895
81,524   82,960 -1,436
9,242   8,571 671
49,504   50,585 -1,081
813   983 -170
4,685   5,162 -477
9,625   8,808 817
26,928   34,217 -7,289
7,497   5,040 2,457
12,493   15,282 -2,789
15,353   8,942 6,411
7,895   9,487 -1,592
16,201   6,988 9,213
140,702   136,933 3,769
5,821   5,117 704
9,192   11,778 -2,586
17,273   17,709 -436
3,130   3,114 16
46,931   38,500 8,431
4,923   4,679 244
2,785   8,158 -5,373
41,153   31,817 9,336
191,673   83,272 108,401
18,378   12,027 6,351
200,000   197,740 2,260
5,192   5,374 -182
530   606 -76
429   517 -88
17,464   17,859 -395
20,889   8,019 12,870
12,538   11,004 1,534
249,781   250,231 -450
14,358   15,195 -837
11,145   8,885 2,260
27,904   34,789 -6,885
5,207   4,160 1,047
25,835   21,316 4,519
1,804   2,082 -278
18,103   15,226 2,877
37,665   20,306 17,359
9,677   7,982 1,695
20,330   16,282 4,048
228   233 -5
61,248   31,500 29,748
6,908   7,121 -213
13,740   11,463 2,277
50,000   49,211 789
5,542   3,642 1,900
54,802   55,003 -201
37,170   45,588 -8,418
198,288   193,682 4,606
676   709 -33
3,412   2,591 821
36,830   36,201 629
2,681   2,176 505
2,754   2,444 310
97,561   84,047 13,514
15,200   13,242 1,958
9,775   7,710 2,065
6,408   8,504 -2,096
3,592   5,630 -2,038
36,324   44,449 -8,125
5,775   4,036 1,739
4,127   4,138 -11
4,061   3,676 385
6,683   7,498 -815
25,444   25,531 -87
10,778   8,320 2,458
32,156   19,207 12,949
7,126   9,149 -2,023
5,509   4,872 637
4,024   3,673 351
5,475   4,181 1,294
19,646   20,883 -1,237
12,149   16,575 -4,426
21,087   6,439 14,648
20,992   15,577 5,415
195,548   200,043 -4,495
7,204   7,552 -348
2,684   2,882 -198
1,202   1,202  
13,708   8,988 4,720
15,493   16,078 -585
6,289   3,073 3,216
393   388 5
37,825   31,601 6,224
24   20 4
13,137   11,273 1,864
16,684   10,606 6,078
17,078   13,167 3,911
101,976   116,741 -14,765
17,590   11,895 5,695
22,308   12,401 9,907
4,112   4,264 -152
13,143   11,574 1,569
68,006   70,152 -2,146
3,802   3,716 86
8,957   17,042 -8,085
49,795   55,366 -5,571
3,882   3,888 -6
7,173   7,513 -340
200,000   200,000  
50,090   41,702 8,388
18,670   10,841 7,829
11,160   9,364 1,796
5,749   4,707 1,042
9,863   7,523 2,340
17,378   19,872 -2,494
13,808   10,137 3,671
14,413   6,250 8,163
1,350   1,114 236
6,510   9,803 -3,293
553   551 2
1,298   1,140 158
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       1,277
b       977
c       -8
d       3,300
e       1,892
      70
      -5,568
      21,759
      48,670
      506
      -864
      3,414
      -1,361
      -815
      444
      1,987
      10,916
      1,295
      1,109
      -5,209
      13,511
      -216
      2,488
      -959
      142
      16,276
      9,895
      -1,436
      671
      -1,081
      -170
      -477
      817
      -7,289
      2,457
      -2,789
      6,411
      -1,592
      9,213
      3,769
      704
      -2,586
      -436
      16
      8,431
      244
      -5,373
      9,336
      108,401
      6,351
      2,260
      -182
      -76
      -88
      -395
      12,870
      1,534
      -450
      -837
      2,260
      -6,885
      1,047
      4,519
      -278
      2,877
      17,359
      1,695
      4,048
      -5
      29,748
      -213
      2,277
      789
      1,900
      -201
      -8,418
      4,606
      -33
      821
      629
      505
      310
      13,514
      1,958
      2,065
      -2,096
      -2,038
      -8,125
      1,739
      -11
      385
      -815
      -87
      2,458
      12,949
      -2,023
      637
      351
      1,294
      -1,237
      -4,426
      14,648
      5,415
      -4,495
      -348
      -198
       
      4,720
      -585
      3,216
      5
      6,224
      4
      1,864
      6,078
      3,911
      -14,765
      5,695
      9,907
      -152
      1,569
      -2,146
      86
      -8,085
      -5,571
      -6
      -340
       
      8,388
      7,829
      1,796
      1,042
      2,340
      -2,494
      3,671
      8,163
      236
      -3,293
      2
      158
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 2 403,494
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 30,820
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 10,581
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  
3 Add lines 1 and 2........................... 3 10,581
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 10,581
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 10,181
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 10,181
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 400
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow   Refundedright arrow 11  
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$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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 arrow
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 arrowALLEN CARSON Telephone no.right arrow (304) 645-5414

Located atright arrow1022 WASHINGTON STREET EASTLEWISBURGWV ZIP+4right arrow24901
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
 
 
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
ALLEN CARSON PRESIDENT
000.00 		0 0 0
PO BOX 1790
LEWISBURG,WV24901
DANIEL REAM VICE PRESIDE
000.00 		0 0 0
PO BOX 787
LEWISBURG,WV24901
ALYSON DOTSON TREASURER
000.00 		0 0 0
915 JEFFERSON STREET NORTH
LEWISBURG,WV24901
GREG GLOVER SECRETARY
000.00 		0 0 0
1160 BUNGERS MILL ROAD
LEWISBURG,WV24901
MICHAEL MEADOWS BOARD MEMBER
000.00 		0 0 0
566 LAMPLIGHTER DRIVE
LEWISBURG,WV24901
TOMMY VANCE BOARD MEMBER
000.00 		0 0 0
PO BOX 164
LEWISBURG,WV24901
KELLY COLLINS BOARD MEMBER
000.00 		0 0 0
119 WATTS DRIVE
LEWISBURG,WV24901
KATIE EADS BOARD MEMBER
000.00 		0 0 0
288 FOSTER STREET
LEWISBURG,WV24901
MARY PAGE NEMCIK EXECUTIVE DI
000.00 		0 0 0
PO BOX 176
MAXWELTON,WV24957
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  
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 arrow  
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 N/A  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
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
13,808,687
b
Average of monthly cash balances.......................
1b
256,173
c
Fair market value of all other assets (see instructions)................
1c
1,188,500
d
Total (add lines 1a, b, and c).........................
1d
15,253,360
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
15,253,360
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
228,800
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
15,024,560
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
751,228
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
751,228
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
10,581
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
10,581
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
740,647
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
740,647
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
740,647
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
807,758
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
807,758
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 7 740,647
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 71,827
b From 2019......  
c From 2020...... 54,891
d From 2021...... 76,557
e From 2022...... 87,179
f Total of lines 3a through e ........ 290,454
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 807,758
a Applied to 2022, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2023 distributable amount..... 740,647
e Remaining amount distributed out of corpus 67,111
5 Excess distributions carryover applied to 2023.    
(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 5 357,565
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
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...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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) ....... 		 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		71,827
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		285,738
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020.... 54,891
c Excess from 2021.... 76,557
d Excess from 2022.... 87,179
e Excess from 2023.... 67,111
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:
ALLEN CARSON
1022 WASHINGTON STREET EAST
LEWISBURG,WV24901
(304) 645-5414
bThe form in which applications should be submitted and information and materials they should include:
LETTER REQUESTS WITH DETAILED EXPLANATION OF WHAT GRANT IS NEEDED FOR.
cAny submission deadlines:
APPLICATIONS ACCEPTED ANY TIME. GRANTS AWARDED ANNUALLY.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
GREENBRIER COUNTY 501(C)(3) EXEMPT ORGANIZATIONS.
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

ALDERSON MAIN STREET

PO BOX 117
ALDERSON,WV24910 		    ARTISAN'S GALLERY ART CLASS 1,500

BETHLEHEM FARM

PO BOX 415
TALCOTT,WV24981 		    REPAIRING HOMES, RENEWING COMMUNITIE 5,000

CARNEGIE HALL INC

611 CHURCH ST
LEWISBURG,WV24901 		    SALARIES AND PROGRAM MARKETING 50,000

CASA OF THE 11TH JUDICIAL CIRCUIT

PO BOX 1142
LEWISBURG,WV24901 		    VOLUNTEER RECOGNITION, PUBLIC RELATI 25,000

CENTRAL GREENBRIER LITTLE

PO BOX 1379
LEWISBURG,WV24901 		    SAND, LIME, FERTILIZER, FIELD DAY 5,500

CHILDRENS HOME SOCIETY

9579 SENECA TRAIL SOUTH
FAIRLEA,WV24901 		    PERMANENCY PROGRAM 65,000

COMMUNITIES IN SCHOOLS GBR COUNTY

PO BOX 1188
LEWISBURG,WV24901 		    STUDENT SUPPORT SERVICES 30,000

DAVIS STUART

163 COTTAGE DRIVE
LEWISBURG,WV24901 		    VEHICLE 10,000

FAMILY REFUGE CENTER

PO BOX 249
LEWISBURG,WV24901 		    MARKETING 5,000

FAMILY RESOURCE NETWORK

PO BOX 623
LEWISBURG,WV24901 		    EMERGENCY ASSISTANCE FUNDS 5,000

FIRE DEPT- FAIRLEA VOLUNTEER

250 THIRD STREET
LEWISBURG,WV24901 		    FIRE HOSE 5,000

FIRE DEPT- LEWISBURG VOLUNTEER

PO DRAWER 151
LEWISBURG,WV24901 		    2 AEDS 6,248

FIRE DEPT- QUINWOOD VOLUNTEER

PO BOX 186
QUINWOOD,WV25981 		    RIVER RESCUE RAFT 5,000

FIRE DEPT- RUPERT VOLUNTEER

PO BOX 54
RUPERT,WV25984 		    SOFTWARE & LIGHTING 5,000

FIRE DEPT CLINTONVILLE VOLUNTEER

18918 MIDLAND TRAIL W
CRAWLEY,WV24931 		    OPERATIONS 5,000

FIRST BAPTIST CHURCH

345 7TH STREET
RAINELLE,WV25962 		    RAINELLE FOOD PANTRY FOOD 10,000

FRANKFORD AUTUMNFEST CORPORATION

274 GLENWOOD LANE
MAXWELTON,WV24957 		    AUTUMNFEST EVENT EXPENSES 2,500

GATEWAY INDUSTRIES

787 EDGAR AVENUE
RONCEVERTE,WV24970 		    PROFESSIONAL/OTHER COSTS 12,600

GOD'S WAY HOME INC

477 MAIN STREET
RAINELLE,WV25984 		    ROOF 10,000

GREENBRIER CO EMERGENCY AMBULANCES

257 THIRD STREET
LEWISBURG,WV24901 		    SIREN RADIOS 25,000

GREENBRIER COMMUNTIY SCHOOL

413 OAK STREET
LEWISBURG,WV24901 		    TECHNOLOGY 21,942

GREENBRIER EAST

273 SPARTAN LANE
LEWISBURG,WV24901 		    ATHLETICS, PROJECT GRADUATION 75,014

GREENBRIER GIRLS SOFTBALL LEAGUE

PO BOX 931
RUPERT,WV25984 		    GRINDER PUMP 4,400

GREENBRIER HUMANE SOCIETY

PO BOX 305
LEWISBURG,WV24901 		    VACCINES, MEDICATIONS, FLEA TREATMEN 20,000

GREENBRIER VALLEY CHORATE

PO BOX 1413
LEWISBURG,WV24901 		    TRACKS, DIRECTOR STIPEND, SPACE RENT 2,500

GREENBRIER VALLEY COMMUNITY FOUNDAT

809 JEFFERSON ST S
LEWISBURG,WV24901 		    THE REAL WV WRITER'S EXPENSE 2,500

GREENBRIER VALLEY SPORTSMAN ALLIANC

116 PRINCE STREET
ALDERSON,WV24910 		    FUNDRAISING BANQUET COSTS 7,500

GREENBRIER VALLEY THEATRE

1038 WASHINGTON STREET EA
LEWISBURG,WV24901 		    YOUTH EDUCATION PROGRAM 50,000

GREENRBIER WEST HS

278 CAVALIER DRIVE
CHARMCO,WV25958 		    SOFTBALL 9,940

HIGH ROCKS EDUCATIONAL CORP

195 THOMPSON ROAD
HILLSBORO,WV24946 		    HUBS MENTORSHIP PROGRAM 25,000

JOYFUL NOISE AFTER SCHOOL PROGRAM

PO BOX 624
LEWISBURG,WV24901 		    ENRICHMENT PROGRAMS, EDUCATIONAL MAT 15,000

LEWISBURG FOUNDATION

PO BOX 1755
LEWISBURG,WV24901 		    MAINTENANCE AND BEAUTIFICATION PROJE 5,000

LEWISBURG LITERARY FESTIVAL

905 WASHINGTON ST W SUIT
LEWISBURG,WV24901 		    LEWISBURG LITERARY FESTIVAL 5,000

LIBRARY- GREENBRIER COUNTY PUBLC

152 ROBERT W MCCORMICK D
LEWISBURG,WV24901 		    READING AREA TABLE AND CHAIRS 2,000

LIBRARY- RAINELLE- PUBLIC

387 7TH STREET
RAINELLE,WV25962 		    ROOF AND SIDEWALK REPAIRS 2,000

LIBRARY- RONCEVERTE PUBLIC

500 MAIN STREET W
RONCEVERTE,WV24970 		    CUSTOM DOOR, WALL REPAIRS, AND INSUL 2,000

LIBRARY- RUPERT PUBLIC

PO BOX 578
RUPERT,WV25984 		    VINYL SIDING REPLACEMENT 2,000

LIBRARY- WHITE SULPHER SPRINGS

344 MAIN STREET WEST
WHITE SULPHER SPRINGS,WV24986 		    PATIO FURNITURE AND TRASH RECEPTACLE 2,000

LONI'S LEGACY INC

1442 HOLLIDAY RUN RD
SMOOT,WV24977 		    SOBER ACTIVITIES 2,000

MAKE A WISH GREATER PA AND WV

PO BOX 11065
CHARLESTON,WV25339 		    COST OF GREENBRIER COUNTY CHILDS WIS 2,500

NEW RIVER CTC FOUNDATION

280 UNIVERSITY DRIVE
BEAVER,WV25813 		    8 NRCTC SCHOLARSHIP 48,000

NORTHERN GREENBRIER LATCHKEY KIDS

PO BOX 28
FRANKFORD,WV24938 		    STAFF SALARIES 4,200

OLD STONE PRESBYTERIAN CHURCH

644 CHURCH STREET
LEWISBURG,WV24901 		    LEWISBURG FAIRLEA FOOD LOCKER 3,800

READ ALOUD WV

PO BOX 1784
CHARLESTON,WV25326 		    GREENBRIER COUNTY STUDENTS BOOK GIVE 3,000

RENICK COMMUNITY CENTER

217 HUFF STREET
RENICK,WV24966 		    SEPTIC SYSTEM 5,000

RONCEVERTE DEVELOPMENT CORP

PO BOX 161
RONCEVERTE,WV24970 		    FOOD TRUCK EVENT 5,000

RONCEVERTE LIONS CLUB

212 MONROE AVENUE
RONCEVERTE,WV24970 		    MAIN ENTRANCE DOORS 5,000

RONCEVERTE PRESBYTERIAN CHURCH

261 LOCUST STREET
RONCEVERTE,WV24970 		    SNACKS IN PACKS, COMMUNITY MEALS 5,000

RONCEVERTE RIVER FESTIVAL

PO BOX 435
RONCEVERTE,WV24970 		    LED MOBILE LIGHT TOWER 7,500

SHEPHERDS CENTER OF GBR VALLEY

PO BOX 54
LEWISBURG,WV24901 		    GWENS MEALS, ADVENTURES IN LEARNING 25,000

TRI-COUNTY VOLUNTEER FIRE DEPT

PO BOX 375
ALDERSON,WV24910 		    2 AEDS 4,623

WELLSPRING OF GREENBRIER

PO BOX 43
RUPERT,WV25984 		    BUILDING MATERIALS FOR HOME REPAIR 20,000

WESTERN GREENBRIER LITTLE LEAGUE

PO BOX 99
RAINELLE,WV25962 		    UPGRADES AT SMOOT BALL FIELD 7,500

WHITE SULPHER SPRINGS EMS

PO BOX 129
WHITE SULPHER SPRINGS,WV24986 		    STATION ALERTING SYSTEMS 6,487

WILLIAMSBURG COMMUNITY ACTION

PO BOX 185
WILLIAMSBURG,WV24991 		    TELEVSION, STORAGE BULDING AND SOLAR 3,965

YOUNG LIFE GREENBRIER COUNTY

PO BOX 583
LEWISBURG,WV24901 		    SALAIRES, EGMS WYLDLIFE AND YOUNG 35,000
Total .................................right arrow 3a 735,719
bApproved for future payment
Total ................................. right arrow 3b  
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 ........... 		    14 34  
4 Dividends and interest from securities ....     14 341,267  
5 Net rental income or (loss) from real estate:
aDebt-financed property......     16 87,630  
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....     1 223,471  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 403,494  
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) ..   1,055,896  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,055,896
(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.)
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:
HOLLOWELL DAWKINS FOUNDATION INC
EIN:
51-0183517
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 4,250 2,763   1,487

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2023 DepreciationSchedule
Name:
HOLLOWELL DAWKINS FOUNDATION INC
EIN:
51-0183517
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
LAND - 103 EAST WASHINGTON STREET 2000-04-21 2,000              
BUILDINGS 2000-04-21 40,000 23,805 S/L 39.0000 1,026      
IMPROVEMENTS 2000-09-01 9,108 7,601 150DB 15.0000 1,507      
HP COPIER 2000-03-12 500 500 200DB 5.0000        
8 CONFERENCE ROOM CHAIRS 2001-03-06 1,440 1,440 200DB 7.0000        
FURNITURE 2000-07-17 1,000 1,000 200DB 7.0000        
FRAMED PRINTS 2001-04-01 1,125 1,125 200DB 7.0000        
CONFERENCE TABLE 2001-01-08 500 500 200DB 7.0000        
SIGN 2000-08-25 650 650 200DB 7.0000        
FAX MACHINE 2001-07-02 320 320 200DB 5.0000        
COMPUTER 2002-03-13 1,679 1,679 200DB 5.0000        
OFFICE EQUIPMENT 2003-07-28 322 309 200DB 7.0000 13      
LAND - FAIRLEA 1993-09-25 230,000              
BUILDINGS - FAIRLEA 1993-09-25 463,500 354,753 S/L 39.0000 11,884      
PAVING 1993-09-25 72,500 72,500 150DB 15.0000        
CHAIN LINK FENCE 1993-09-27 19,000 19,000 150DB 15.0000        
SHRUBERY 2002-05-01 2,486 2,003 150DB 15.0000 483      
HEAT PUMP & ROOF 2002-09-05 4,900 3,879 150DB 15.0000 1,021      
HVAC DIXON REFRIG 2004-04-14 1,868 1,480 150DB 15.0000 388      
PAVING FAIRLEA 2004-12-01 42,500 33,648 150DB 15.0000 8,852      
ROOFING - FAIRLEA 2004-09-24 48,179 23,213 S/L 39.0000 1,236      
HEAT PUMP - FAIRLEA 2005-07-19 2,900 1,334 S/L 39.0000 75      
IMPROVEMENTS - WASHINGTON ST. 2005-11-28 989 446 S/L 39.0000 26      
GUTTERING - FAIRLEA OFFICE 2007-04-09 2,336 971 S/L 39.0000 60      
EQUIPMENT - WASHINGTON ST. 2007-01-08 329 302 200DB 5.0000 27      
FAX MACHINE 2011-03-24 300 300 200DB 5.0000        
PRINTER/COPIER - WASHINGTON ST. 2008-09-25 1,000 1,000 200DB 5.0000        
BUILDING IMPROVEMENTS - FAIRLEA 2010-04-21 19,146 6,484 S/L 39.0000 491      
COMPUTER 2011-06-21 1,408 1,408 200DB 5.0000        
ROOF (TRUCK BAY) - FAIRLEA 2013-07-10 13,800 3,524 S/L 39.0000 354      
LIGHTING FIXTURES IN WAREHOUSE 2014-01-31 5,875 3,721 150DB 15.0000 392      
OFFICE CHAIRS 2014-11-05 400 400 200DB 5.0000        
OFFICE FURNACE 2016-10-10 2,130 1,083 150DB 15.0000 127      
HEIL HEAT PUMP- FAIRLEA PROPERTY 2017-05-11 6,263 2,990 150DB 15.0000 370      
OFFICE- HEAT PUMP 2017-06-08 2,275 1,076 150DB 15.0000 135      
SIDEWALK 2017-09-01 8,706 5,949 150DB 15.0000 290      
LED LIGHTING 2018-02-01 18,472 18,472 150DB 15.0000        
BATHROOM REMODEL 2018-04-05 6,195 6,195 150DB 15.0000        
NEW CEILING 2018-02-01 8,500 8,500 150DB 15.0000        
INJECTION WELL 2018-04-11 7,141 7,141 150DB 15.0000        
HVAC 2017-08-25 2,013 303 S/L 39.0000 52      
STORMWATER DRAINAGE SYSTEM 2018-08-01 86,308 86,308 150DB 15.0000        
PARKING LOT PAVING 2018-07-27 17,060 17,060 150DB 15.0000        
DOOR AND FRAMING 2019-02-28 3,722 417 S/L 39.0000 96      
HAND DRYERS 2019-03-12 1,639 1,639 200DB 5.0000        
HVAC- TOTAL TECH HEATING 2019-09-17 8,403 817 S/L 39.0000 215      
AWNING- WV GLASS 2019-10-10 4,047 385 S/L 39.0000 104      
COPIER/ PRINTER 2021-10-11 1,495 1,495 200DB 5.0000        
HVAC 2022-09-20 12,500 254 S/L 39.0000 320      
COMPUTER 2023-04-25 1,747 1,415 200DB 5.0000 133      

TY 2023 InvestmentsCorpBondsSchedule
Name:
HOLLOWELL DAWKINS FOUNDATION INC
EIN:
51-0183517
Name of Bond End of Year Book Value End of Year Fair Market Value
CORPORATE BONDS 1,867,868 1,865,465

TY 2023 InvestmentsCorpStockSchedule
Name:
HOLLOWELL DAWKINS FOUNDATION INC
EIN:
51-0183517
Name of Stock End of Year Book Value End of Year Fair Market Value
CORPORATE STOCK 8,734,668 12,409,550

TY 2023 InvestmentsLandSchedule2
Name:
HOLLOWELL DAWKINS FOUNDATION INC
EIN:
51-0183517
Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
LAND, BUILDINGS, AND EQUIPMENT 1,111,958 717,834 394,124 1,100,000

TY 2023 LandEtcSchedule2
Name:
HOLLOWELL DAWKINS FOUNDATION INC
EIN:
51-0183517
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
BUILDLINGS 76,717 42,635 34,082 78,500
LAND 2,000   2,000 8,500


TY 2023 LegalFeesSchedule
Name:
HOLLOWELL DAWKINS FOUNDATION INC
EIN:
51-0183517
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 18,842 12,247   6,595


TY 2023 OtherAssetsSchedule
Name:
HOLLOWELL DAWKINS FOUNDATION INC
EIN:
51-0183517
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
MINERAL INTERESTS 3,500 3,500  


TY 2023 OtherExpensesSchedule
Name:
HOLLOWELL DAWKINS FOUNDATION INC
EIN:
51-0183517
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LAND & BUILDING - FAIRLEA        
INSURANCE 5,580 5,580    
REPAIRS 24,113 24,113    
EPA RELATED FEES AND EXPENSES 2,734 2,734    
EXPENSES        
OFFICE SUPPLIES 170 110   60
INSURANCE 1,631 1,060   571
MEALS 109 71   38
FOREIGN STOCK FEES 338 170   168
UTILITIES 3,064 1,991   1,073
INVESTMENT ACCOUNT FEES 111,566 111,566    
BUSINESS LICENSE FEES 45 29   16
WASH SALE EXPENSE 8,593 8,593    
REPAIRS 354 230   124
PRINTING, COPYING, CHECKS 526 342   184
SETTLEMENT EXP- J DAWKINS TRU 126,000 81,900   44,100
FOREIGN EXCHANGE LOSS 10,700 10,700    
DISALLOWED LOSSES 1,383 1,383    
BOOK VALUE ADJUSTMENT EXP 2,865 2,865    
BOND AMORTIZATION 7,096 7,096    


TY 2023 OtherIncomeSchedule2
Name:
HOLLOWELL DAWKINS FOUNDATION INC
EIN:
51-0183517
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
SETTLEMENT FUND INCOME 222,461 222,461  
COLUMBIA 118 118  
ANTERO RESOURCES 892 892  


TY 2023 OtherLiabilitiesSchedule
Name:
HOLLOWELL DAWKINS FOUNDATION INC
EIN:
51-0183517
Description Beginning of Year - Book Value End of Year - Book Value
ACCRUED PAYROLL 2,367 2,317


TY 2023 TaxesSchedule
Name:
HOLLOWELL DAWKINS FOUNDATION INC
EIN:
51-0183517
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX ON DIVIDENDS 8,216 8,216    
990 TAXES 10,581 10,581    
PAYROLL TAXES 3,658 2,378   1,280
LAND & BUILDING - FAIRLEA 11,943 11,943