2024-11-14T15:12:43-06:00 2023-12-31 540504608 BROWN EDWARDS & COMPANY LLP 707 VIRGINIA STREET EAST SUITE 300 CHARLESTON WV 25301 990PF 2023-01-01 274002334 CHARLES & MARY FAYNE GLOTFELTY FOUNDATION INC CHAR 3043434126 1411 VIRGINIA STREET EAST SUITE 1 CHARLESTON WV 25301 KELLY SHAFER TREASURER 3043434126 2024-11-14 1 1 KELLI VANCE P00366597 3043434188 2024-11-14 2023 2024-10-15 13:58:12Z X 5332370 X X 25503 25503 68608 68608 122685 945190 122685 3 0 216799 216796 30000 1500 28500 4100 0 0 25665 25665 0 7448 3183 0 1056 0 0 2991 0 0 71260 30348 28500 315304 315304 386564 30348 343804 -169765 186448 445345 644323 644323 3391 3391 3391 200115 295108 295108 3179707 3264491 3264491 388563 199936 199936 845924 925121 925121 5059654 5332370 5332370 0 0 X 5059654 5332370 5059654 5332370 5059654 5332370 5059654 -169765 442481 5332370 0 5332370 MS 11565 P 395190 277018 118172 118172 MS 38872 P 350000 347731 2269 2269 MS38872 P 200000 197756 2244 2244 122685 2592 0 2592 0 2592 5900 0 0 0 5900 22 3286 3286 0 0 0 0 0 0 0 0 0 0 0 1 1 WV 1 0 0 0 0 1 WWW.GLOTFELTYFOUNDATION.COM KELLY SHAFER 3045222460 1411 VIRGINIA ST E STE 100 CHARLESTON WV 25301 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ELIZABETH PELLEGRIN 1411 VIRGINIA STREET EAST STE 100 CHARLESTON WV 25301 DIRECTOR / PRESIDENT 15.00 30000 0 0 SUE SERGI 1411 VIRGINIA STREET EAST STE 100 CHARLESTON WV 25301 VICE PRESIDENT 0.00 0 0 0 KELLY SHAFER 1411 VIRGINIA ST E SUITE 100 CHARLESTON WV 25301 TREASURER 0.00 0 0 0 SANDRA MURPHY 600 QUARRIER STREET CHARLESTON WV 25301 SECRETARY 0.00 0 0 0 DENISE WORKMAN 1411 VIRGINIA ST E SUITE 100 CHARLESTON WV 25314 DIRECTOR 0.00 0 0 0 BILL BARGELOH 2016 GREGORY LAKE ROAD NORTH AUGUSTA SC 29860 DIRECTOR 0.00 0 0 0 TODD GILLENWATER 1411 VIRGINIA STREET EAST STE 100 CHARLESTON WV 25301 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 3956421 368455 862358 5187234 0 0 5187234 77809 5109425 255471 255471 2592 2592 252879 0 252879 0 252879 343804 0 343804 252879 0 0 75155 156151 231306 343804 0 0 0 252879 90925 0 0 322231 0 0 0 0 0 0 0 322231 75155 156151 90925 ELIZABETH PELLEGRIN 1607 WILSHIRE PLACE CHARLESTON WV 25314 3043897355 EGENCYCONSULTING@GMAIL.COM A GUIDELINE FOR PREPARING THE TWO DIFFERENT GRANT APPLICATIONS AND THE INFORMATION THAT SHOULD BE INCLUDED ON THE APPLICATIONS ARE FOUND ON THE ORGANIZATIONS'S WEBSITE (WWW.GLOTFELTYFOUNDATION.COM) UNDER EDUCATIONAL GRANTS AND CHARITABLE GRANTS. CHARITABLE GRANT APPLICATIONS MAY 1 AND NOVEMEMBER 1 EDUCATIONAL GRANT APPLICATIONS JANUARY 1 CHARITABLE GRANTS ARE AWARDED TO NON-PROFIT, TAX-EXEMPT ORGANIZATIONS IN KANAWHA COUNTY, WV, THAT PROVIDE SERVICES DIRECTLY TO CHILDREN AND ADULTS WHO ARE HOMELESS OR BATTERED, OR TO ORGANIZATIONS THAT MEET BASIC NEEDS FOR FOOD, SHELTER, AND CLOTHING. GRANTS WILL ALSO BE AWARDED TO NON-PROFIT ARTS ORGANIZATIONS IN KANAWHA COUNTY, WV. APPLICANTS FOR EDUCATIONAL GRANTS (SCHOLARSHIPS) MUST RESIDE IN KANAWHA COUNTY, WV. THE EDUCATIONAL GRANTS WILL BE AWARDED DIRECTLY TO THE ACCREDITED COLLEGE, UNIVERSITY, OR TECHNICAL/VOCATIONAL SCHOOL ON BEHALF OF THE RECIPIENT. APPALACHIAN CHILDREN'S CHORUS 210 BROOKS STREET SUITE 309 CHARLESTON WV 25301 501(C)(3) CREATIVE ARTS 5000 ARTS AMPLIFIED INC PO BOX 11015 CHARLESTON WV 25339 NC CREATIVE ARTS 10000 CAMC FOUNDATION 3414 STAUNTON AVE SE CHARLESTON WV 25304 501(C)(3) CENTER FOR LEARNING AND RESEARCH 10000 CHARLESTON BALLET 100 CAPITOL STREET CHARLESTON WV 25301 501(C)(3) CREATIVE ARTS 5000 CHARLESTON LIGHT OPERA 411 TENNESSEE AVE CHARLESTON WV 25302 501(C)(3) CREATIVE ARTS 20000 CHILDRENS THEATRE OF CHARLESTON PO BOX 11060 CHARLESTON WV 25339 501(C)(3) CREATIVE ARTS 7800 CHILDRENS THERAPY CLINIC 113 LAKEVIEW DRIVE CHARLESTON WV 25313 501(C)(3) CHILDRENS THERAPY SERVICES 10000 CHRISTS KITCHEN 405 B STREET SAINT ALBANS WV 25177 501(C)(3) COMMUNITY MEALS 2000 CLAY CENTER 1 CLAY SQUARE CHARLESTON WV 25301 501(C)(3) LEARNING CENTER FOR THE ARTS AND SCIENCES 10000 COVENANT HOUSE 600 SHREWSBURY STREET CHARLESTON WV 25301 501(C)(3) FOOD, CLOTHING, SHELTER 4500 DAYMARK INC 1592 WASHINGTON STREET EAST CHARLESTON WV 25311 501(C)(3) RUNAWAY AND HOMELESS SHELTER 14000 FESTIVALL CHARLESTON 229 CAPITOL STREET CHARLESTON WV 25301 501(C)(3) COMMUNITY 10000 WV VOAD 2700 E DUPONT AVE SUITE 14 BELLE WV 25015 501(C)(3) FLOODING RELIEF 20000 KANAWHA VALLEY COLLECTIVE 1 UNITED WAY SQUARE CHARLESTON WV 25301 501(C)(3) CONTINUUM OF CARE DEDICATED TO PREVENTING AND ERADICATING HOMELESSNESS 5000 MANNA MEAL 1105 QUARRIER STREET CHARLESTON WV 25301 501(C)(3) COMMUNITY MEALS 2000 MARSHALL UNIVERSITY 1 JOHN MARSHALL DR HUNTINGTON WV 25755 501(C)(3) HIGHER EDUCATION 34000 PHILANTHROPY WEST VIRGINIA PO BOX 1584 MORGANTOWN WV 26507 NC LEADERSHIP NETWORK OF PHILANTHROPIC ORGANIZATIONS 1500 REA OF HOPE 1429 LEE ST E CHARLESTON WV 25301 501(C)(3) HOUSING 15000 THE RELIGIOUS COALITION FOR COMMUNITY RENEWAL 1117 QUARRIER ST CHARLESTON WV 25301 501(C)(3) HOUSING 11250 TAMARACK FOUNDATION 1 TAMARACK PARK BECKLEY WV 25801 501(C)(3) CREATIVE ARTS 7100 WOMANSONG CHORALE OF WEST VIRGINIA PO BOX 11666 CHARLESTON WV 25339 501(C)(3) CREATIVE ARTS 500 WV HEALTH RIGHT 1520 WASHINGTON ST E CHARLESTON WV 25311 501(C)(3) PROVIDE HEALTH SERVICES TO NEEDY WEST VIRGINIANS 12000 WV MUSIC HALL OF FAME 1427 LEE STREET CHARLESTON WV 25301 NC HISTORICAL PRESERVATION 4850 WV SYMPHONY ORCHESTRA CLAY SQUARE CHARLESTON WV 25301 501(C)(3) CREATIVE ARTS 30000 WVU MOUNTAINEER HUB PO BOX 6004 MORGANTOWN WV 26506 NC STUDENT FINANCIAL SUPPORT AND SERVICES 38804 YWCA 1418 WASHINGTON ST E CHARLESTON WV 25301 501(C)(3) CHILD DEVELOPMENT, DOMESTIC VIOLENCE SERVICES, SENIOR SUPPORT, HOMELESS SERVICES AND RACIAL JUSTICE. 25000 315304 0 25503 68608 122685 OTHER INCOME 3 0 0 216799 216799 3 N/A 4 N/A 8 N/A 11 N/A 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 4100 0 0 ACCRUED INTEREST 14 14 UNITED STATES TREASURY NOTE 199922 199922 35 AMERICAN ELEC PWR CO INC AEP 2843 2843 1128 ISHARES RUSSELL MIDCAP G ETF IWP 101326 101326 1503 INVESCO S&P 500 EQUAL WEIGHT 201195 201195 1509 ISHARES RUSSELL MIDCAP V ETF IWS 175482 175482 18491 SPDR PORTFOLIO DEV WOR EX US 572796 572796 1865 EMERGING MRKTS INTERNET & EC 57461 57461 2257 ISHARES RUSSELL 1000 GRW ETF IWF 562380 562380 233 ISHARES RUSSELL 2000 GRWTH ETF IWO 58767 58767 2961 ISHARES RUSSELL 1000 VALUE ETF IWD 397426 397426 3065 ISHARES INC MSCI JAPAN ETF (EWJ) 163685 163685 3987 INVESCO S&P 500 PURE VALUE ETF 268237 268237 4537 ISHARES EDGE MSCI MIN VOL USA (USMV) 354022 354022 4846 ISHARES MSCI EMERGING MKTS ETF EEM 245111 245111 668 ISHARES RUSSELL 2000 VALUE ETF IWN 103760 103760 295108 295108 0 0 JACKSON NATIONAL LIF PERSPECTIVE FMV 925121 925121 INSURANCE 1112 0 0 OTHER EXPENSES 601 0 0 DUES 1278 0 0 OTHER INCOME 3 3 UNREALIZED GAIN/LOSS 442481 INVESTMENT MANAGEMENT FEES 25665 25665 0 CONSULTING FEES 0 0 0 FEDERAL EXCISE TAX 4240 0 0 FOREIGN TAXES PAID 3183 3183 0 STATE FEES 25 0 0