2024-06-11T12:46:51-05:00 2024-01-31 390859910 BAKER TILLY ADVISORY GROUP LP PO BOX 908 BRIDGEPORT WV 26330 990PF 2023-02-01 550709158 THE WARREN & BETTY BURNSIDE FOUNDATION INC WARR 3046233668 300 WEST PIKE STREET CLARKSBURG WV 26301 ROBERT TOLLEY PRESIDENT 3046245501 2024-06-10 1 ROBERT TOLLEY 999009999 0 WILLIAM H PHILLIPS CPA P00197505 3046245471 2024-06-10 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 8129558 X X 194618 194618 0 32308 32308 0 226926 226926 0 0 0 0 0 47229 0 0 47229 4242 0 0 4242 6102 2061 0 4041 7246 0 0 30769 0 0 0 95588 2061 0 55512 306136 306136 401724 2061 0 361648 -174798 224865 0 11999 3376 3376 5180 354 354 2970657 2969731 6113942 1483856 1363601 1820107 404246 212467 199025 191779 191779 4670717 4528841 8129558 291000 321462 8535 14201 299535 335663 X 1786758 1786758 0 0 2584424 2406420 4371182 4193178 4670717 4528841 4371182 -174798 0 4196384 3206 4193178 3126 0 3126 0 3126 3560 0 0 0 3560 X 80 354 354 0 0 0 0 0 0 0 0 0 0 0 1 1 WV 1 0 1 0 0 1 N/A THE FOUNDATION 3046233668 300 WEST PIKE STREET CLARKSBURG WV 26301 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ROBERT TOLLEY 300 WEST PIKE STREET CLARKSBURG WV 26301 PRESIDENT 0.00 0 0 0 JOHN L WESTFALL 300 WEST PIKE STREET CLARKSBURG WV 26301 VICE-PRESIDENT 0.00 0 0 0 DEAN C RAMSEY 300 WEST PIKE STREET CLARKSBURG WV 26301 SECRETARY 0.00 0 0 0 JEAN HARDESTY 300 WEST PIKE STREET CLARKSBURG WV 26301 DIRECTOR 0.00 0 0 0 HARRY MURRAY JR 300 WEST PIKE STREET CLARKSBURG WV 26301 DIRECTOR 0.00 0 0 0 TIM WHALEN 300 WEST PIKE STREET CLARKSBURG WV 26301 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 6544062 17573 1423854 7985489 0 0 7985489 119782 7865707 393285 393285 3126 3126 390159 0 390159 0 390159 361648 0 361648 390159 0 0 59948 45073 105021 361648 0 0 0 361648 0 28511 28511 76510 0 0 0 0 0 0 31437 45073 45073 X THE WARREN BETTY BURNSIDE FOUNDATIO 300 WEST PIKE STREET CLARKSBURG WV 26301 3046233668 FORM AVAILABLE UPON REQUEST FROM THE BURNSIDE FOUNDATION, 300 WEST PIKE STREET, CLARKSBURG, WV 26301; PHONE 304-623-3668; ONLINE AT HTTP://WWW.BURNSIDEFOUNDATION.ORG STUDENTS SHOULD INCLUDE LETTERS OF RECOMMENDATION FROM A TEACHER, COUNSELOR OR PRINCIPAL AT THE SCHOOL THE STUDENT IS ATTENDING, A COMPLETE LIST OF ALL FINANCIAL AID FOR WHICH THE STUDENT HAS APPLIED AND/OR FINANCIAL AID THE STUDENT IS CURRENTLY RECEIVING AND A TRANSCRIPT OF ALL GRADES AND SCORE RESULTS FROM THE SAT OR ACT TEST. MARCH 15 PRIOR TO THE ACADEMIC SCHOOL YEAR APPLICANT MUST BE A RESIDENT OF HARRISON COUNTY WEST VIRGINIA AND A CITIZEN OF THE UNITED STATES AND HAVE GRADUATED FROM AND HAVE ATTENDED A HARRISON COUNTY HIGH SCHOOL FOR FOUR YEARS PRIOR TO ENTERING A UNIVERSITY, COLLEGE OR TECHNICAL INSTITUTION. APPLICANT SHOULD HAVE DEMONSTRATED HIGH SCHOLASTIC ACHIEVEMENT, SHOWN LEADERSHIP AND INITIATIVE AND BE OF GOOD CHARACTER. THE BURNSIDE FOUNDATION SCHOLARSHIP IS DESIGNED FOR STUDENTS WHO ARE ENROLLED FOR A MINIMUM OF 12 CREDIT HOURS EACH SEMESTER AT AN ACCREDITED INSTITUTION. SCHOLARSHIP AWARDS ARE FOR TUITION AND FEES ONLY. PAYMENT OF SCHOLARSHIPS APPROVED 13 VARIOUS VARIOUS WV 26330 NONE N/A SCHOLARSHIPS AWARDED TO 106 STUDENTS OF HARRISON COUNTY 306136 306136 SCHOLARSHIPS APPROVED 13122 FOR ACA VARIOUS VARIOUS WV 26330 NONE N/A SCHOLARSHIPS AWARDED TO 102 STUDENTS OF HARRISON COUNTY 321462 321462 14 194618 14 32308 0 226926 0 226926 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 4242 0 0 4242 IMPROVEMENTS-FND BLG 1997-02-01 127613 84936 SL 39.000000000000 3272 0 0 IMPROVEMENTS-FND BLG 1997-02-01 10733 7139 SL 39.000000000000 275 0 0 FOUNDATION-OFFICE 1997-02-01 62000 41274 SL 39.000000000000 1590 0 0 IMPROVEMENTS-FND BLG 1997-02-01 16833 11214 SL 39.000000000000 432 0 0 IMPROVEMENTS-FND BLG 1997-02-01 34060 22662 SL 39.000000000000 873 0 0 IMPROVE-OFFICE CARPET 1997-09-17 1268 1268 200DB 7.000000000000 0 0 0 LAND-OFFICE BLDG 1992-06-30 113000 L 0 0 0 OFFICE EQUIPMENT(COMPUTER DESK AND CHAIR) 2000-05-17 557 557 200DB 5.000000000000 0 0 0 KITCHEN REMODELING 2000-10-04 5942 5942 150DB 15.000000000000 0 0 0 AC/HEAT PUMP 2000-12-19 894 894 150DB 7.000000000000 0 0 0 ALARM SYSTEM 2001-03-16 1297 1297 150DB 15.000000000000 0 0 0 KITCHEN REMODELING 2001-08-02 569 569 150DB 15.000000000000 0 0 0 HEATPUMP COMPRESSOR 2002-01-24 1145 1145 150DB 7.000000000000 0 0 0 DOOR -FOUNDATION BLDG IMPROV 2002-03-06 1456 1019 150DB 15.000000000000 0 0 0 SECURITY SYST-FND BLDG 2002-05-16 3448 2414 150DB 15.000000000000 0 0 0 HEAT PUMP SYST-FND BLDG 2002-12-06 1073 751 150DB 15.000000000000 0 0 0 HEAT PUMP 2007-11-19 6774 6774 150DB 15.000000000000 0 0 0 COMPUTER & SCANNER 2009-12-16 1582 791 200DB 5.000000000000 0 0 0 HEAT PUMPS 2010-05-17 13627 11616 150DB 15.000000000000 804 0 0 BROTHER PRINTER, FAX, COPY WIRELESS KEYBOARD & MOUSE 2012-01-30 375 187 200DB 5.000000000000 0 0 0 INVESTMENT IN CORPORATE BONDS & CDS 2969731 6113942 INVESTMENT IN MUTUAL FUNDS AT COST 1363601 1820107 IMPROVEMENTS-FND BLG 127613 88208 39405 IMPROVEMENTS-FND BLG 10733 7414 3319 FOUNDATION-OFFICE 62000 42864 19136 IMPROVEMENTS-FND BLG 16833 11646 5187 IMPROVEMENTS-FND BLG 34060 23535 10525 IMPROVE-OFFICE CARPET 1268 1268 0 LAND-OFFICE BLDG 113000 0 113000 OFFICE EQUIPMENT(COMPUTER DESK AND CHAIR) 557 557 0 KITCHEN REMODELING 5942 5942 0 AC/HEAT PUMP 894 894 0 ALARM SYSTEM 1297 1297 0 KITCHEN REMODELING 569 569 0 HEATPUMP COMPRESSOR 1145 1145 0 DOOR -FOUNDATION BLDG IMPROV 1456 1456 0 SECURITY SYST-FND BLDG 3448 3448 0 HEAT PUMP SYST-FND BLDG 1073 1073 0 HEAT PUMP 6774 6774 0 COMPUTER & SCANNER 1582 1582 0 HEAT PUMPS 13627 12420 1207 BROTHER PRINTER, FAX, COPY WIRELESS KEYBOARD & MOUSE 375 375 0 FEDERAL INCOME TAXES 3206 UTILITIES 8183 0 0 0 REPAIRS AND MAINTENANCE 10743 0 0 0 INSURANCE EXPENSE 2646 0 0 0 OFFICE EXPENSE 680 0 0 0 BANK FEES 12 0 0 0 OTHER BUSINESS EXPENSES 8505 0 0 0 ROYALTY INCOME 1207 1207 GAIN ON SALE OF STOCKS 30590 30590 OTHER INCOME 511 511 PAYROLL LIABILITIES 8535 14201 WARREN BURNSIDE ESTATE 360 WASHINGTON AVENUE CLARKSBURG WV 26301 MISC TAXES 15 0 0 15 FOREIGN TAX ON INVESTMENTS 2061 2061 0 0 PAYROLL TAXES 4026 0 0 4026