Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
TRUIST WEST VIRGINIA FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address) PO BOX 919798
  Room/suite
City or town
ORLANDO
State or province
FL
Country  
ZIP or foreign postal code
328919798
A Employer identification number

55-6017269
B Telephone number (see instructions)

3043487271
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$13,624,161J 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 .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 366,357 366,284  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 730,738
b Gross sales price for all assets on line 6a 12,012,208
7 Capital gain net income (from Part IV, line 2)... 730,738
8 Net short-term capital gain......... 0
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
113 113  
12 Total. Add lines 1 through 11........ 1,097,208 1,097,135  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,000 0 0 1,000
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
56,391 56,391   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
25,470 9,963   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,627 1,627    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 84,488 67,981 0 1,000
25 Contributions, gifts, grants paid....... 500,000 500,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 584,488 67,981 0 501,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 512,720
b Net investment income (if negative, enter -0-) 1,029,154
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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.............   859 859
2 Savings and temporary cash investments......... 598,639 92,344 92,344
3 Accounts receivable  
Less: allowance for doubtful accounts     0 0
4 Pledges receivable  
Less: allowance for doubtful accounts        
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)  
Less: allowance for doubtful accounts 0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule)....... 909,899 Click to see attachment
List of Attached Documents:
// Content
500,047 		508,289
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 9,749,962 Click to see attachment
List of Attached Documents:
// Content
11,169,064 		13,004,662
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe ) Click to see attachment
List of Attached Documents:
// Content
9,561 		Click to see attachment
List of Attached Documents:
// Content
9,561 		Click to see attachment
List of Attached Documents:
// Content
18,007
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 11,268,061 11,771,875 13,624,161
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 )    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
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
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 11,268,061 11,771,875
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)..... 11,268,061 11,771,875
30 Total liabilities and net assets/fund balances (see instructions). 11,268,061 11,771,875
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
11,268,061
2
Enter amount from Part I, line 27a .....................
2
512,720
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
4,510
4
Add lines 1, 2, and 3 ..........................
4
11,785,291
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
13,416
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
11,771,875
Form 990-PF (2025)
Form 990-PF (2025)
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 3645.446 COHEN & STEERS INSTL RLTY SHRS   2024-09-27 2025-02-11
b 1519.195 T ROWE PRICE LARGE/CAP GRW-I   2024-05-21 2025-02-11
c 244. ISHARES TR MSCI SMALL CAP ETF   2024-10-02 2025-02-11
d 1896. ISHARES TR MSCI SMALL CAP ETF     2025-02-11
e 8111.864 PIMCO COMMODITY REAL RETURN INST -45     2025-02-11
1333.333 VANECK EMERGING MARKETS-Z   2024-10-02 2025-02-11
11398.368 VANECK EMERGING MARKETS-Z   2020-11-02 2025-02-11
2580.794 DFA INTM GOVT FIXED INCOME   2024-06-28 2025-03-11
34895.697 DFA INTM GOVT FIXED INCOME   2022-06-21 2025-03-11
3624.277 DOUBLELINE TTL RTRN BND-R6   2024-06-28 2025-03-11
22745.892 DOUBLELINE TTL RTRN BND-R6     2025-03-11
3065.611 PIMCO INVESTMENT GRADE CREDIT BD-I   2024-06-28 2025-03-11
41425.431 PIMCO INVESTMENT GRADE CREDIT BD-I     2025-03-11
14147.702 BLACKROCK EVENT DRIVEN EQ-IS   2021-06-09 2025-03-19
87. ISHARES 20 PLUS YEAR TREASURY BD ETF   2024-06-28 2025-03-19
1175. ISHARES 20 PLUS YEAR TREASURY BD ETF   2022-03-17 2025-03-19
10399.246 MERGER FUND-INST   2025-02-11 2025-03-19
8189.439 MERGER FUND-INST   2021-06-09 2025-03-19
5834.83 NEUBERGR LONG SHRT FUND-INST   2025-02-11 2025-03-19
6860.864 NEUBERGR LONG SHRT FUND-INST   2021-09-27 2025-03-19
566. VANGUARD INT DIV APP INDX FD   2024-10-02 2025-03-21
178. VANGUARD INT DIV APP INDX FD   2022-03-28 2025-03-21
1523. VANGUARD RUSSELL 1000 GROWTH ETF     2025-04-17
2470. VANGUARD RUSSELL 1000 GROWTH ETF     2025-04-17
872.574 GQG PART EMERG MKTS EQ-INST   2024-10-02 2025-05-06
173.615 ARIEL FUND-INS   2021-11-16 2025-05-06
1563.603 BLACKSTONE ALT MULTI-STRATEGY-I   2025-03-19 2025-05-06
6621.036 DODGE & COX INCOME FUND   2020-11-02 2025-05-06
554.192 EATON VANCE-ATLANTA SMID-R6   2020-11-02 2025-05-06
843.109 GOTHAM ABSOLUTE RETURN-INSTL   2025-03-19 2025-05-06
962.662 GOLDMAN SACHS GQP PRT INTL-R6   2024-10-02 2025-05-06
593.985 HARTFORD DVDND & GRWTH-F   2020-07-06 2025-05-06
142. INVESCO S&P 500 EQUAL WEIGHT ETF   2020-12-02 2025-05-06
205. ISHARES S&P MIDCAP 400 INDEX FUND   2020-11-02 2025-05-06
834.889 JOHCM INTERNATIONAL SEL-INST   2020-11-09 2025-05-06
240.542 JANUS HENDERSON SMALL CAP VALUE-N   2021-03-19 2025-05-06
920.73 LOCORR MACRO STRATEGIES-I   2025-03-19 2025-05-06
849.855 LOOMIS SAYLES GROWTH-N2   2025-02-11 2025-05-06
401.885 NEUBERGR LONG SHRT FUND-INST   2021-09-27 2025-05-06
7397.073 PIMCO INCOME FUND-INS   2025-03-19 2025-05-06
209.413 T ROWE PRICE INTEGRATED U.S.   2020-11-09 2025-05-06
140. VANGUARD DIVIDEND APPREC ETF     2025-05-06
213. VANGUARD INT DIV APP INDX FD   2022-03-28 2025-05-06
95. VANGUARD RUSSELL 1000 VALUE ETF   2023-12-27 2025-05-06
309.026 VANGUARD 500 INDEX ADMIRAL FUND   2024-10-25 2025-05-06
211.86 VIRTUS KAR SM/CAP VAL-R6   2018-12-12 2025-05-06
6803.058 JOHCM INTERNATIONAL SEL-INST     2025-05-19
9419.317 JOHCM INTERNATIONAL SEL-INST   2020-11-09 2025-05-19
2685. VANGUARD DIVIDEND APPREC ETF   2020-07-06 2025-05-19
4143. VANGUARD INT DIV APP INDX FD   2022-03-28 2025-05-19
1836. VANGUARD RUSSELL 1000 VALUE ETF   2023-12-27 2025-05-19
35626.213 DODGE & COX INCOME FUND     2025-05-22
89819.592 DODGE & COX INCOME FUND     2025-05-22
4624.873 JANUS HENDERSON SMALL CAP VALUE-N     2025-06-03
3358.134 ARIEL FUND-INS     2025-06-17
8422.301 HARTFORD DVDND & GRWTH-F   2025-05-19 2025-06-17
2731. INVESCO S&P 500 EQUAL WEIGHT ETF   2020-12-02 2025-06-17
1459.51 T ROWE PRICE INTEGRATED U.S.   2020-11-09 2025-06-17
2506.062 VIRTUS KAR SM/CAP VAL-R6   2025-06-03 2025-06-17
5226.371 GQG PART EMERG MKTS EQ-INST     2025-06-20
11470.295 GQG PART EMERG MKTS EQ-INST   2022-06-10 2025-06-20
3680.617 HARTFORD DVDND & GRWTH-F   2025-05-19 2025-06-20
1554. ISHARES CORE MSCI EAFE ETF   2025-05-19 2025-07-15
3411.266 HARTFORD DVDND & GRWTH-F   2025-05-19 2025-08-26
11352.322 HARTFORD DVDND & GRWTH-F   2020-07-06 2025-08-26
10690.95 EATON VANCE-ATLANTA SMID-R6     2025-09-03
84095.064 PIMCO INCOME FUND-INS     2025-10-15
1010. ISHARES S&P MIDCAP 400 INDEX FUND   2020-11-02 2025-11-10
18567.633 GOLDMAN SACHS GQP PRT INTL-R6     2025-11-11
1028. ISHARES S&P MIDCAP 400 INDEX FUND   2020-11-02 2025-11-21
4035.318 LOOMIS SAYLES GROWTH-N2   2015-08-31 2025-11-21
212.951 VANGUARD 500 INDEX ADMIRAL FUND   2024-10-25 2025-11-24
5120.425 ARTISAN INTL VALUE FUND-INS   2025-05-19 2025-12-10
2286. ISHARES CORE MSCI EAFE ETF   2025-10-15 2025-12-10
18248.175 PIMCO INCOME FUND-INS   2025-03-11 2025-12-10
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(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 180,231   191,436 -11,205
b 129,071   115,489 13,582
c 15,475   16,298 -823
d 120,248   105,930 14,318
e 114,783   138,236 -23,453
19,467   21,600 -2,133
166,416   226,632 -60,216
28,621   27,950 671
386,993   391,530 -4,537
32,075   31,350 725
201,301   232,260 -30,959
27,682   27,096 586
374,072   453,587 -79,515
144,024   146,146 -2,122
7,905   8,047 -142
106,763   156,152 -49,389
179,283   179,283  
141,186   146,100 -4,914
109,753   113,079 -3,326
129,053   122,741 6,312
47,935   49,590 -1,655
15,075   13,952 1,123
134,753   155,986 -21,233
218,543   144,163 74,380
14,476   15,933 -1,457
11,035   15,858 -4,823
16,840   16,824 16
83,094   97,208 -14,114
22,079   19,790 2,289
16,761   16,677 84
20,909   22,334 -1,425
19,352   13,999 5,353
24,255   17,603 6,652
11,963   7,885 4,078
20,221   24,195 -3,974
4,883   5,980 -1,097
7,062   7,200 -138
23,388   25,912 -2,524
7,676   7,190 486
78,335   79,371 -1,036
8,521   9,298 -777
26,836   17,212 9,624
18,577   16,696 1,881
7,657   6,893 764
159,998   165,731 -5,733
5,091   3,608 1,483
168,104   165,648 2,456
232,751   272,972 -40,221
533,550   319,237 214,313
364,746   324,746 40,000
153,554   133,220 20,334
442,834   447,689 -4,855
1,116,458   1,231,679 -115,221
97,862   114,782 -16,920
226,070   297,413 -71,343
284,000   285,011 -1,011
484,152   338,555 145,597
62,000   64,802 -2,802
62,000   63,203 -1,203
88,273   87,407 866
193,733   166,663 27,070
124,000   124,552 -552
127,927   126,542 1,385
120,691   115,437 5,254
401,645   267,557 134,088
437,581   377,008 60,573
920,000   900,883 19,117
66,145   38,847 27,298
433,926   332,746 101,180
65,818   39,540 26,278
130,825   43,195 87,630
132,000   114,206 17,794
270,000   264,163 5,837
204,061   200,299 3,762
200,000   195,438 4,562
      227,785
      227,785
      227,785
      227,785
      227,785
      227,785
      227,785
      227,785
      227,785
      227,785
      227,785
      227,785
      227,785
      227,785
      227,785
      227,785
      227,785
      227,785
      227,785
      227,785
      227,785
      227,785
      227,785
      227,785
      227,785
      227,785
      227,785
      227,785
      227,785
      227,785
      227,785
      227,785
      227,785
      227,785
      227,785
      227,785
      227,785
      227,785
      227,785
      227,785
      227,785
      227,785
      227,785
      227,785
      227,785
      227,785
      227,785
      227,785
      227,785
      227,785
      227,785
      227,785
      227,785
      227,785
      227,785
      227,785
      227,785
      227,785
      227,785
      227,785
      227,785
      227,785
      227,785
      227,785
      227,785
      227,785
      227,785
      227,785
      227,785
      227,785
      227,785
      227,785
      227,785
      227,785
      227,785
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       -11,205
b       13,582
c       -823
d       14,318
e       -23,453
      -2,133
      -60,216
      671
      -4,537
      725
      -30,959
      586
      -79,515
      -2,122
      -142
      -49,389
       
      -4,914
      -3,326
      6,312
      -1,655
      1,123
      -21,233
      74,380
      -1,457
      -4,823
      16
      -14,114
      2,289
      84
      -1,425
      5,353
      6,652
      4,078
      -3,974
      -1,097
      -138
      -2,524
      486
      -1,036
      -777
      9,624
      1,881
      764
      -5,733
      1,483
      2,456
      -40,221
      214,313
      40,000
      20,334
      -4,855
      -115,221
      -16,920
      -71,343
      -1,011
      145,597
      -2,802
      -1,203
      866
      27,070
      -552
      1,385
      5,254
      134,088
      60,573
      19,117
      27,298
      101,180
      26,278
      87,630
      17,794
      5,837
      3,762
      4,562
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 730,738
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 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 14,305
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 14,305
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 14,305
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 11,784
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  
7 Total credits and payments. Add lines 6a through 6d.............. 7 11,784
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....... 9 2,521
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax0 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
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)
WV
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 2025 or the taxable year beginning in 2025? 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 addressN/A
14
The books are in care ofTRUIST BANK Telephone no. (304) 348-7271

Located atPO BOX 919798ORLANDOFL ZIP+432891
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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 ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
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
MR STEVEN M RUBIN MEMBER & TRUSTEE
1 		0    
300 SUMMERS STREET 6TH FLOOR
CHARLESTON,WV25301
DR EDWIN H WELCH MEMBER & TRUSTEE
1 		0    
300 SUMMERS STREET 6TH FLOOR
CHARLESTON,WV25301
MRS ELLEN S CAPPELANTI MEMBER & TRUSTEE
1 		0    
300 SUMMERS STREET 6TH FLOOR
CHARLESTON,WV25301
MRS TERRI CUTRIGHT MEMBER & TRUSTEE
1 		0    
300 SUMMERS STREET 6TH FLOOR
CHARLESTON,WV25301
MRS JOANNE WADSWORTH MEMBER & TRUSTEE
1 		0    
300 SUMMERS STREET 6TH FLOOR
CHARLESTON,WV25301
MRS ELIZABETH WEISBERG MEMBER & TRUSTEE
1 		0    
300 SUMMERS STREET 6TH FLOOR
CHARLESTON,WV25301
MR STEVEN ROBEY MEMBER & TRUSTEE
1 		0    
300 SUMMERS STREET 6TH FLOOR
CHARLESTON,WV25301
MR D SPENCER MURPHY PRESIDENT
1 		0    
300 SUMMERS STREET 6TH FLOOR
CHARLESTON,WV25301
MRS COURTNEY L PAK EXECUTIVE DIRECTOR
1 		0    
300 SUMMERS STREET 6TH FLOOR
CHARLESTON,WV25301
MRS MARLO LONG SECRETARY
1 		0    
300 SUMMERS STREET 6TH FLOOR
CHARLESTON,WV25301
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000................... 0
Form 990-PF (2025)
Form 990-PF (2025)
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.........................  
Form 990-PF (2025)
Form 990-PF (2025)
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
12,629,235
b
Average of monthly cash balances.......................
1b
317,147
c
Fair market value of all other assets (see instructions)................
1c
12,903
d
Total (add lines 1a, 1b, and 1c).......................
1d
12,959,285
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
12,959,285
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
194,389
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
12,764,896
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
638,245
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
638,245
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
14,305
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
14,305
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
623,940
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
623,940
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
623,940
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, line 26, column (d) ..........
1a
501,000
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
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
501,000
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 623,940
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 19,193
b From 2021...... 33,064
c From 2022...... 205,825
d From 2023...... 0
e From 2024...... 0
f Total of lines 3a through e ........ 258,082
4Qualifying distributions for 2025 from Part
XI, line 4: $ 501,000
a Applied to 2024, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions) ..... 		0
c Treated as distributions out of corpus (Election
required—see instructions) ........ 		0
d Applied to 2025 distributable amount..... 501,000
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025. 122,940 122,940
(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 5 135,142
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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		135,142
10 Analysis of line 9:
a Excess from 2021 .... 0
b Excess from 2022 .... 135,142
c Excess from 2023 .... 0
d Excess from 2024 .... 0
e Excess from 2025 .... 0
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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).)
NONE
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.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
JENNIFER WILLITS
P O BOX 1793
CHARLESTON,WV25326
(304) 348-7271
bThe form in which applications should be submitted and information and materials they should include:
Application Form includes name, contact, amount, funding, Relationship, financial data, geographic area, 501c3 status, W-9, and purpose.
cAny submission deadlines:
December 1
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
WEST VIRGINIA ORGANIZATIONS ONLY
Form 990-PF (2025)
Form 990-PF (2025)
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

AMERICAN RED CROSS CENTRAL APPALACHIA
REGION
113 LAKEVIEW DRIVE
CHARLESTON,WV25313 		NONE   GENERAL OPERATING 10,000

BACKPACKBUDDYORG

145 WATERSIDE CIRCLE
WINFIELD,WV25213 		NONE   GENERAL OPERATING 12,500

BIG BROTHERS & BIG SISTERS OF TRI-STATE

501 5TH AVE
HUNTINGTON,WV25701 		NONE   GENERAL OPERATING 5,000

BLUEFIELD ARTS AND REVITALIZATION CORP

PO BOX 4044
BLUEFIELD,WV24701 		NONE   GENERAL OPERATING 3,500

BOB BURDETTE CENTER INC

1401 WEST WASHINGTON STREET
CHARLESTON,WV25387 		NONE   GENERAL OPERATING 5,000

BOYS & GIRLS CLUB OF EASTERN PANHANDLE

PO BOX 1184
MARTINSBURG,WV25402 		NONE   GENERAL OPERATING 12,500

BUCKSKIN COUNCIL BSA

2829 KANAWHA BLVD E
CHARLESTON,WV25311 		NONE   GENERAL OPERATING 10,000

BURLINGTON UNITED METHODIST FAMILY
SERVICES
RR3 BOX 3122
KEYSER,WV26726 		NONE   GENERAL OPERATING 8,000

CAMP APPALACHIA

62 CAMP APPALACHIA WAY
SCOTT DEPOT,WV25560 		NONE   GENERAL OPERATING 5,000

CADCO FOUNDATION

1116 SMITH STREET
CHARLESTON,WV25301 		NONE   GENERAL OPERATING 8,000

CABELL HUNTINGTON HOSPITAL FOUNDATI

1340 HAL GREER BLVD
HUNTINGTON,WV25701 		NONE   GENERAL OPERATING 10,000

CAMC FOUNDATION INC

3414 STAUNTON AVE SE
CHARLESTON,WV25304 		NONE   GENERAL OPERATING 10,000

CATHOLIC CHARITIES OF WV

2000 MAIN ST
WHEELING,WV26003 		NONE   GENERAL OPERATING 5,000

CHRISTIAN HELP INC

219 WALNUT ST
MORGANTOWN,WV26505 		NONE   GENERAL OPERATING 2,000

CHILDRENS HOME SOCIETY OF WV

PO BOX 2942
CHARLESTON,WV25330 		NONE   GENERAL OPERATING 10,000

CHILDREN'S THERAPY CLINIC

113 LAKEVIEW DRIVE
CHARLTESTON,WV25313 		NONE   GENERAL OPERATING 5,000

COALFIELD DEVELOPMENT CORPORATION

2923 PARK AVE
HUNTINGTON,WV25704 		NONE   GENERAL OPERATING 5,000

CONTEMPORARY AMERICAN THEATRE FESTIVAL

92 W CAMPUS DR
SHEPHERDSTOWN,WV25443 		NONE   GENERAL OPERATING 5,000

COMMUNITY KITCHEN INC

PO BOX 922
Morgantown,WV265070922 		NONE   GENERAL OPERATING 7,500

COMMUNITITES OF SHALOM INC

PO BOX 1563
FAIRMONT,WV26555 		NONE   GENERAL OPERATING 1,500

DAYMARK INC

901 JONES FRANKLIN RD STE 110
CHARLESTON,WV27606 		NONE   GENERAL OPERATING 5,000

DISABILITY ACTION CENTER INC

448 LEONARD AVE
FAIRMONT,WV26554 		NONE   GENERAL OPERATING 5,000

DISCOVER THE REAL WV FOUNDATION

405 CAPITOL STREET SUITE 512
CHARLESTON,WV25301 		NONE   GENERAL OPERATING 5,000

FAITH IN ACTION OF THE GRTR KANAWHA

P O BOX 11623
CHARLESTON,WV25339 		NONE   GENERAL OPERATING 7,000

FAIRMONT STATE FOUNDATION

PO BOX 461
FAIRMOUNT,WV26555 		NONE   GENERAL OPERATING 7,000

FESTIV-ALL CHARLESTON WV

108 1/2 CAPITOL STREET 201
CHARLESTON,WV25301 		NONE   GENERAL OPERATING 5,000

FUND FOR THE ARTS

623 WEST MAIN STREET
LOUISVILLE,KY40202 		NONE   GENERAL OPERATING 5,000

GENERATION WV

1405 EARL L CORE PMB 1021
MORGANTOWN,WV26505 		NONE   GENERAL OPERATING 4,000

GIRL SCOUTS OF THE BLACK DIAMOND CO

PO BOX 507
CHARLESTON,WV25322 		NONE   GENERAL OPERATING 7,500

GOOD SAMARITAN FREE CLINIC INC

601 SOUTH RALEIGH ST
MARTINSBURG,WV25401 		NONE   GENERAL OPERATING 5,000

GREATER KANAWHA VALLEY FOUNDATION

PO BOX 3041
CHARLESTON,WV25331 		NONE   GENERAL OPERATING 8,000

GREENBRIER VALLEY COMMUNITY FDN

PO BOX 1682
LEWISBURG,WV24901 		NONE   GENERAL OPERATING 2,000

HADCO OUR JOBS OUR CHILDREN OUR FUTURE

916 FIFTH AVE STE 400
HUNTINGTON,WV25701 		NONE   GENERAL OPERATING 8,000

HABITAT FOR HUMANITY OF THE TRI-STATE

PO BOX 2526
HUNTINGTON,WV25726 		NONE   GENERAL OPERATING 6,500

HOPE FOR APPALACHIA

P O BOX 20076
CHARLESTON,WV25362 		NONE   GENERAL OPERATING 6,500

HOMESTEAD FARM CENTER INC

1039 BURNS FARM ROAD
GRAFTON,WV26354 		NONE   GENERAL OPERATING 7,500

HOSPICE OF THE PANHANDLE

122 WAVERLY COURT
MARTINSBURG,WV25403 		NONE   GENERAL OPERATING 5,000

HUNTINGTON CITY MISSION

624 10TH ST
HUNTINGTON,WV25701 		NONE   GENERAL OPERATING 15,000

KANAWHA CHARLESTON HUMANE ASSOC

1248 GREENBRIER STREET
CHARLESTON,WV25311 		NONE   GENERAL OPERATING 2,000

LEADERSHIP WEST VIRGINIA

1624 KANAWHA BLVD E
CHARLESTON,WV25311 		NONE   GENERAL OPERATING 5,000

LIBRARY FOUNDATION OF KANAWHA COUNTY

123 CAPITOL STREET
CHARLESTON,WV25301 		NONE   GENERAL OPERATING 2,500

MARTINSBURG-BERKELEY COUNTY PUBLIC
LIBRARY
101 W KING STREET
MARTINSBURG,WV25401 		NONE   GENERAL OPERATING 3,000

MARTINSBURG UNION RESCUE MISSION INC

PO BOX 843
MARTINSBURG,WV25401 		NONE   GENERAL OPERATING 15,000

MARSHALL UNIVERSITY FOUNDATION

519 JOHN MARSHALL DRIVE
HUNTINGTON,WV25703 		NONE   GENERAL OPERATING 20,000

MORGAN COUNTY PUBLIC LIBRARY

105 CONGRESS ST
BERKELEY SPRINGS,WV25411 		NONE   GENERAL OPERATING 3,000

MOUNTAINEER FOOD BANK

MOUNTAINEER FOOD BANK
Gassaway,WV26624 		NONE   GENERAL OPERATING 15,000

MYLAN PARK FOUNDATION INC
PANHANDLE
500 MYLAN PARK LANE
MORGANTOWN,WV26501 		NONE   GENERAL OPERATING 6,000

NEW ROOTS COMMUNITY FARM

167 WOLF CREEK RD
FAYETTEVILLE,WV25840 		NONE   GENERAL OPERATING 2,500

PARTNER COMMUNITY CAPITAL INC

106 W WASHINGTON ST FL 2
CHARLESTOWN,WV25414 		NONE   GENERAL OPERATING 5,000

REA OF HOPE FELLOWSHIP HOME

1429 LEE STREET E
CHARLESTON,WV25301 		NONE   GENERAL OPERATING 5,000

RELIGIOUS COALITION FOR COMMUNITY
RENEWAL (RCCR)
1516 WASHINGTON ST EAST
CHARLESTON,WV25311 		NONE   GENERAL OPERATING 2,500

RONALD MCDONALD HOUSE

910 PENNSYLVANIA AVENUE
CHARLESTON,WV25302 		NONE   GENERAL OPERATING 7,500

SALVATION ARMY OF PARKERSBURG

534 FIFTH ST
PARKERSBURG,WV26101 		NONE   GENERAL OPERATING 5,000

ST JOHN'S-ST VINCENTS HOME FOR CHILDREN

141 KEY AVENUE
WHEELING,WV26003 		NONE   GENERAL OPERATING 5,000

TAMARACK FOUNDATION

3310 PIEDMONT ROAD
CHARLESTON,WV25306 		NONE   GENERAL OPERATING 5,000

THE PANTRY PLUS MORE INC

9 ROUSCH DR
MORGANTOWN,WV26501 		NONE   GENERAL OPERATING 10,000

UNIVERSITY OF CHARLESTON

2300 MACCORKLE AVENUE
CHARLESTON,WV25304 		NONE   GENERAL OPERATING 40,000

VALLEY HEALTH HAMPSHIRE MEMORIAL
HOSPITAL
363 SUNRISE BLVD
ROMNEY,WV26757 		NONE   GENERAL OPERATING 6,000

WEST VIRGINIA MINE WARS MUSEUM

PO BOX 764
MATEWAN,WV25678 		NONE   GENERAL OPERATING 5,000

WHEELING NATIONAL HERITAGE AREA CORP

1400 MAIN ST
WHEELING,WV26003 		NONE   GENERAL OPERATING 3,000

WORDPLAY CONNECTS

PO BOX 525
WARDENSVILLE,WV26851 		NONE   GENERAL OPERATING 2,500

WEST VIRGINIA HEALTH RIGHT INC

1520 WASHINGTON ST
CHARLESTON,WV25311 		NONE   GENERAL OPERATING 15,000

WEST VIRGINIA STATE UNIVERSITY FDN

100 BARRON DR
INSTITUTE,WV25112 		NONE   GENERAL OPERATING 20,000

WEST VIRGINIA SYMPHONY ORCHESTRA

PO BOX 2292
CHARLESTON,WV25328 		NONE   GENERAL OPERATING 5,000

WEST VIRGINIA UNIVERSITY FOUNDATION

1 WATERFRONT PL STE 7
MORGANTOWN,WV26501 		NONE   GENERAL OPERATING 20,000

YMCA OF WHEELING

55 LOUNEZ AVE
WHEELING,WV260037420 		NONE   GENERAL OPERATING 10,000
Total ................................. 3a 500,000
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
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 ....     14 366,357  
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 ............ 		    18 730,738  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aROYALTY INCOME 		    15 113  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   1,097,208  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,097,208
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
TRUIST WEST VIRGINIA FOUNDATION INC
EIN:
55-6017269
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,000     1,000

TY 2025 InvestmentsCorpBondsSchedule
Name:
TRUIST WEST VIRGINIA FOUNDATION INC
EIN:
55-6017269
Name of Bond End of Year Book Value End of Year Fair Market Value
722005816 PIMCO INVESTMENT GRA    
258620566 DOUBLELINE TOTAL RET    
464287432 ISHARES 20+ YEAR TRE    
464287226 ISHARES CORE US AGGR 500,047 508,289

TY 2025 InvestmentsOtherSchedule2
Name:
TRUIST WEST VIRGINIA FOUNDATION INC
EIN:
55-6017269
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
277902235 EATON VANCE ATLANTA      
87283A102 T. ROWE PRICE QM US AT COST 315,507 319,600
922908710 VANGUARD 500 INDEX F AT COST 2,247,889 3,719,308
46137V357 INVESCO S&P 500 EQUA      
464287507 ISHARES CORE S&P MID AT COST 832,705 899,118
464288273 ISHARES MSCI EAFE SM      
921908844 VANGUARD DIVIDEND AP      
040337842 ARIEL FD      
09250J734 BLACKROCK EVENT DRIV      
256210105 DODGE & COX INCOME F      
41664T669 HARTFORD DIVIDEND &      
46653M849 JOHCM INTERNATIONAL      
589509207 MERGER FD/THE      
64128R608 NEUBERGER BERMAN LON AT COST 182,869 199,860
00771X419 GQG PARTNERS EMERGIN      
233203876 DFA INTERMEDIATE GOV      
38147N269 GOLDMAN SACHS GQG PA      
47103D728 JANUS HENDERSON SMAL      
543488845 LOOMIS SAYLES GROWTH AT COST 548,313 726,538
722005667 PIMCO COMMODITY REAL      
921946810 VANGUARD INTERNATION      
92206C680 VANGUARD RUSSELL 100      
92206C714 VANGUARD RUSSELL 100      
92828N411 VIRTUS KAR SMALL-CAP AT COST 404,992 409,168
19247U106 COHEN & STEERS INSTI      
45775L408 T ROWE PRICE LARGE-C      
92107P889 VANECK EMERGING MARK AT COST 397,000 392,149
04314H857 ARTISAN INTERNATIONA AT COST 135,837 141,604
09257V508 BLACKSTONE ALTERNATI AT COST 416,570 418,971
23320G463 DFA COMMODITY STRATE AT COST 181,866 173,021
360873137 GOTHAM ABSOLUTE RETU AT COST 424,038 446,646
412295107 HARDING LOEVNER INTL AT COST 768,120 676,660
46432F842 ISHARES CORE MSCI EA AT COST 1,390,397 1,497,650
47803U418 JOHN HANCOCK DISCIPL AT COST 790,062 772,058
540132305 LOCORR MACRO STRATEG AT COST 176,809 176,229
72201F490 PIMCO INCOME FD AT COST 1,956,090 2,036,082

TY 2025 OtherAssetsSchedule
Name:
TRUIST WEST VIRGINIA FOUNDATION INC
EIN:
55-6017269
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
MI0001559 2 ACRES MIN INT EAST 120 120 1
MI0001567 37 ACRES MIN INT COO 618 618 1
MI0001575 123 A MIN INT GRANT 2,400 2,400 1
MI0001583 2/3 INT MINERALS 76 2,400 2,400 1
MI0001591 130 MIN GRAPEVINE CK 1,368 1,368 1
MI0001609 51.25 A NORTH CHAS K 254 254 1
VL0024042 LOTS 1&2 NORTH ST, C 1,200 1,200 9,000
VL0024059 LOTS 3,4,5,6,7 NORTH 1,200 1,200 9,000
991156AE0 KANAWHA VALLEY BANK 1 1 1


TY 2025 OtherDecreasesSchedule
Name:
TRUIST WEST VIRGINIA FOUNDATION INC
EIN:
55-6017269
Description Amount
2025 TRANSACTIONS POSTED IN 2026 11,325
ROUNDING ADJUSTMENT 5
COST BASIS ADJUSTMENT 2,086


TY 2025 OtherExpensesSchedule
Name:
TRUIST WEST VIRGINIA FOUNDATION INC
EIN:
55-6017269
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
REAL ESTATE EXPENSE ON NON-REN 1,627 1,627   0


TY 2025 OtherIncomeSchedule2
Name:
TRUIST WEST VIRGINIA FOUNDATION INC
EIN:
55-6017269
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
ROYALTY INCOME 113 113  


TY 2025 OtherIncreasesSchedule
Name:
TRUIST WEST VIRGINIA FOUNDATION INC
EIN:
55-6017269
Description Amount
2024 TRANSACTIONS POSTED IN 2025 4,510


TY 2025 OtherProfessionalFeesSchedule
Name:
TRUIST WEST VIRGINIA FOUNDATION INC
EIN:
55-6017269
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 56,391 56,391    


TY 2025 TaxesSchedule
Name:
TRUIST WEST VIRGINIA FOUNDATION INC
EIN:
55-6017269
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
REAL ESTATE TAX ON NON-RENTAL 269 269   0
FEDERAL TAX PAYMENT - PRIOR YE 3,723 0   0
FEDERAL ESTIMATES - PRINCIPAL 11,784 0   0
FOREIGN TAXES ON QUALIFIED FOR 8,603 8,603   0
FOREIGN TAXES ON NONQUALIFIED 1,091 1,091   0