2025-08-22T09:24:09-05:00 2024-12-31 540504608 BROWN EDWARDS & COMPANY LLP 707 VIRGINIA STREET EAST SUITE 300 CHARLESTON WV 25301 990PF 2024-01-01 274002334 CHARLES & MARY FAYNE GLOTFELTY FOUNDATION INC CHAR 3043434126 1411 VIRGINIA STREET EAST SUITE 1 CHARLESTON WV 25301 KELLY SHAFER TREASURER 3043434126 2025-08-21 1 1 KELLI VANCE P00366597 3043434188 2025-08-13 2024 2025-03-06 01:10:19Z X 5565853 X X 18982 15294 68119 68119 1539 300000 1539 471 0 89111 84952 30000 1500 28500 4200 0 0 28849 28849 0 8294 2225 0 2272 0 0 2524 0 0 76139 32574 28500 308238 308238 384377 32574 336738 -295266 52378 644323 422590 422590 3391 295108 198358 198358 3264491 3672730 3672730 199936 297278 297278 925121 974897 974897 5332370 5565853 5565853 0 0 X 5332370 5565853 5332370 5565853 5332370 5565853 5332370 -295266 528749 5565853 0 5565853 MORGAN STANLEY 8534 P 100000 100000 0 0 MORGAN STANLEY 8534 P 200000 198461 1539 1539 1539 728 0 728 0 728 3786 0 0 0 3786 0 3058 3058 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 STREET EAST STE 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 STREET EAST STE 100 CHARLESTON WV 25314 DIRECTOR 0.00 0 0 0 TODD GILLENWATER 1411 VIRGINIA STREET EAST STE 100 CHARLESTON WV 25301 DIRECTOR 0.00 0 0 0 BILL BARGELOH 1411 VIRGINIA STREET EAST STE 100 CHARLESTON WV 25301 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 4042414 550367 978756 5571537 0 0 5571537 83573 5487964 274398 274398 728 728 273670 0 273670 0 273670 336738 0 336738 273670 0 0 75155 156151 90925 322231 336738 0 0 0 273670 63068 0 0 385299 0 0 0 0 0 0 0 385299 75155 156151 90925 63068 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. ARTS AMPLIFIED INC PO BOX 11015 CHARLESTON WV 25339 NC CREATIVE ARTS 15000 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 10000 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 17000 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 9138 FAIRMONT STATE UNIVERSITY 1201 LOCUST AVE FAIRMONT WV 26554 501(C)(3) HIGHER EDUCATION 10000 FESTIVALL CHARLESTON 229 CAPITOL STREET CHARLESTON WV 25301 501(C)(3) COMMUNITY 10000 KANAWHA VALLEY COUNCIL (GKVF) 178 SUMMERS STREET CHARLESTON WV 25301 501(C)(3) IMPROVE ECONOMY, HEALTH OR QUALITY OF LIFE FOR CHARLESTON'S WESTSIDE NEIGHBORHOOD 5000 LEGAL AID OF WV 922 QUARRIER ST 4TH FL CHARLESTON WV 25301 501(C)(3) FREE LEGAL SERVICES AND ADVOCACY TO ENSURE EQUAL JUSTICE TO ALL 10000 MARSHALL UNIVERSITY 1 JOHN MARSHALL DR HUNTINGTON WV 25755 501(C)(3) HIGHER EDUCATION 35500 OHIO UNIVERSITY 1 OHIO UNIVERSITY GROSVENOR HALL 202 ATHENS OH 45701 501(C)(3) HIGHER EDUCATION 15200 PHILANTHROPY WEST VIRGINIA PO BOX 1584 MORGANTOWN WV 26507 NC LEADERSHIP NETWORK OF PHILANTHROPIC ORGANIZATIONS 2000 REA OF HOPE 1429 LEE ST E CHARLESTON WV 25301 501(C)(3) HOUSING 15000 TAMARACK FOUNDATION 1 TAMARACK PARK BECKLEY WV 25801 501(C)(3) CREATIVE ARTS 10000 WOMANSONG CHORALE OF WEST VIRGINIA PO BOX 11666 CHARLESTON WV 25339 501(C)(3) CREATIVE ARTS 500 WV CODING CLUB PO BOX 421 CHARLESTON WV 25322 501(C)(3) BUILDING HUBS OF TECHNOLOGY FOR YOUNG PEOPLE 8925 WV HEALTH RIGHT 1520 WASHINGTON ST E CHARLESTON WV 25311 501(C)(3) PROVIDE HEALTH SERVICES TO NEEDY WEST VIRGINIANS 15000 WV MUSIC HALL OF FAME 1427 LEE STREET CHARLESTON WV 25301 NC HISTORICAL PRESERVATION 5975 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 22500 YWCA 1418 WASHINGTON ST E CHARLESTON WV 25301 501(C)(3) CHILD DEVELOPMENT, DOMESTIC VIOLENCE SERVICES, SENIOR SUPPORT, HOMELESS SERVICES AND RACIAL JUSTICE. 20000 308238 0 18982 68119 1539 OTHER INCOME 471 0 0 89111 89111 3 N/A 4 N/A 8 N/A 11 N/A 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 4200 0 0 ACCRUED INTEREST 2694 2694 UNITED STATES TREASURY NOTE 294584 294584 35 AMERICAN ELEC PWR CO INC AEP 3228 3228 1128 ISHARES RUSSELL MIDCAP G ETF IWP 122948 122948 1503 INVESCO S&P 500 EQUAL WEIGHT 223418 223418 1509 ISHARES RUSSELL MIDCAP V ETF IWS 195174 195174 18491 SPDR PORTFOLIO DEV WOR EX US 574817 574817 1865 EMERGING MRKTS INTERNET & EC 64305 64305 2257 ISHARES RUSSELL 1000 GRW ETF IWF 744931 744931 233 ISHARES RUSSELL 2000 GRWTH ETF IWO 67062 67062 2961 ISHARES RUSSELL 1000 VALUE ETF IWD 445238 445238 3065 ISHARES INC MSCI JAPAN ETF (EWJ) 171239 171239 3987 INVESCO S&P 500 PURE VALUE ETF 294806 294806 4537 ISHARES EDGE MSCI MIN VOL USA (USMV) 402840 402840 4846 ISHARES MSCI EMERGING MKTS ETF EEM 253058 253058 668 ISHARES RUSSELL 2000 VALUE ETF IWN 109666 109666 198358 198358 0 0 JACKSON NATIONAL LIF PERSPECTIVE FMV 974897 974897 INSURANCE 884 0 0 OTHER EXPENSES 442 0 0 DUES 1198 0 0 OTHER INCOME 471 471 UNREALIZED GAIN/LOSS 528749 INVESTMENT MANAGEMENT FEES 28849 28849 0 FEDERAL EXCISE TAX 5971 0 0 FOREIGN TAXES PAID 2225 2225 0 STATE FEES 98 0 0