2026-04-10T13:52:13-05:00 2025-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2025-01-01 273900311 Roy and Gwen Steeley Foundation Inc % Foundation Source ROYA 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Adam Sanders President 8008391754 2026-04-02 true Jeffrey D Haskell P01345770 8008391754 2025 2025-03-06 01:10:19Z X 68926920 X 0 X 30039 30039 1978817 1978817 2173071 4358305 2173071 4181927 4181927 258060 258060 60053 60053 162781 162781 51888 13626 13626 45053 45053 69462 25 69437 660923 162806 446229 2545845 2545845 3206768 162806 2992074 975159 4019121 0 1048196 1288236 1288236 52294944 53030063 67638684 53343140 54318299 68926920 0 0 X 53343140 54318299 53343140 54318299 53343140 54318299 53343140 975159 54318299 54318299 Publicly-traded Securities 4358305 2185234 2173071 2173071 2173071 55866 55866 55866 37300 0 37300 X 0 18566 0 false false false false false false false true true DE WV true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false false true false false false false false false false false false false true false false false false false false false Paula K Bromley Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 Colleen Happy Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 Hank Happy Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Chairman of the Board 1.0 0 0 0 Benjamin Franklin Lewis Jr Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 Mary Ann Raun Foundation Source 501 Silverside Rd Wilmington DE 198091377 Sec 40.0 101280 5064 0 Adam Sanders Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres, Treas 40.0 156780 34455 0 Alissa Steeley Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 Brian Steeley Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 Kevin L Steeley Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 Leslie Steeley Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 Mason Investment Advisory Services 11921 FREEDOM DR STE 1000 RESTON VA 20190 Investment Mgmt 162781 63670239 1700759 0 65370998 0 65370998 980565 64390433 3219522 3219522 55866 55866 3163656 3163656 3163656 2992074 0 0 0 0 2992074 3163656 2966648 2023 2022 2021 2992074 2966648 25426 0 0 3138230 0 0 Alissa Steeley Brian Steeley Kevin L Steeley Leslie Steeley X AIRBORNE CHURCH INC 172 CREATIVE PL MARTINSBURG WV 25401 N/A PC General & Unrestricted 500 BERKELEY COUNTY SCHOOLS 401 SOUTH QUEEN ST MARTINSBURG WV 25401 N/A GOV To purchase and install an Adaptive and Sensory Playground at Pikeside Learning Center 85225 BERKELEY COUNTY SCHOOLS 401 SOUTH QUEEN ST MARTINSBURG WV 25401 N/A GOV To purchase and install an Adaptive and Sensory Playground at Marlow Elementary School 119646 D JACKSON BLUE RIDGE COMMUNITY TECHNICAL CO 13650 APPLE HARVEST DR MARTINSBURG WV 25403 NONE I Scholarship GRANT 892 BLUE RIDGE COMMUNITY & TECHNICAL COLLEGE FOUNDATIO 13650 APPLE HARVEST DR MARTINSBURG WV 25403 N/A PC funding for the Opportunity Scholarship program 100000 CAMP EZRI INC PO BOX 188 HEDGESVILLE WV 25427 N/A PC General & Unrestricted 10800 EASTERN PANHANDLE REGIONAL PLANNING & DEVELOPMENT 226 PILOT WAY STE E MARTINSBURG WV 25405 N/A GOV Region 9 non profit grant writer 95000 D TANOUYE FAIRMONT STATE UNIVERSITY 1201 LOCUST AVE FAIRMONT WV 26554 NONE I Scholarship GRANT 11534 K VANDINE FAIRMONT STATE UNIVERSITY 1201 LOCUST AVE FAIRMONT WV 26554 NONE I Scholarship GRANT 23908 D PRACHT FAIRMONT STATE UNIVERSITY 1201 LOCUST AVE FAIRMONT WV 26554 NONE I Scholarship GRANT 9870 FARM RESCUE PO BOX 28 HORACE ND 58047 N/A PC General & Unrestricted 500 GIRLS ON THE RUN OF THE TREASURE COAST INCORPORATE PO BOX 114 VERO BEACH FL 32961 N/A PC General & Unrestricted 500 HOPE DISTRIBUTED COMMUNITY DEVELOPMENT CORPORATION 1869 BOYERS RD ROCKINGHAM VA 22801 N/A PC General & Unrestricted 500 HOSPICE OF THE PANHANDLE INC 330 HOSPICE LN KEARNEYSVILLE WV 25430 N/A PC General & Unrestricted 25000 HOSPICE OF THE PANHANDLE INC 330 HOSPICE LN KEARNEYSVILLE WV 25430 N/A PC Charitable Event 56563 HUMANE SOCIETY OF CHARLOTTE INC 1348 PARKER DR CHARLOTTE NC 28208 N/A PC General & Unrestricted 500 INDEPENDENT FIRE COMPANY NO 1 INC PO BOX 925 CHARLES TOWN WV 25414 N/A PC General & Unrestricted 500 JAMES RUMSEY TECHNICAL INSTITUTE 3274 HEDGESVILLE RD MARTINSBURG WV 25403 N/A GOV SkillsUSA National competition 8235 JAMES RUMSEY TECHNICAL INSTITUTE 3274 HEDGESVILLE RD MARTINSBURG WV 25403 N/A GOV Modernize the HVAC Classroom at James Rumsey Technical Institute 24650 JEFFERSON COUNTY COMMUNITY MINISTRIES INCORPORATED 238 W WASHINGTON ST CHARLES TOWN WV 25414 N/A PC to "bridge" the gap for awarded grants caused by either a delay or reimbursable type grant 80000 JEFFERSON COUNTY COMMUNITY MINISTRIES INCORPORATED 238 W WASHINGTON ST CHARLES TOWN WV 25414 N/A PC General & Unrestricted 1000 JEFFERSON COUNTY SCHOOLS 110 MORDINGTON AVE CHARLES TOWN WV 25414 N/A GOV Establish a plumbing program for Jefferson County Schools 48000 LIBERA INC 80 SCHOOL ST MORGANTOWN WV 26505 N/A PC for the purchase of the youth facility located at 1000 Stewartstown Rd., Morgantown, West Virginia 50000 LIBERA INC 80 SCHOOL ST MORGANTOWN WV 26505 N/A PC to "bridge" the gap for awarded grants caused by either a delay or reimbursable type grant 114000 G CRAMER MARSHALL UNIVERSITY ONE JOHN MARSHALL DR HUNTINGTON WV 25755 NONE I Scholarship GRANT 2400 MARSHALL UNIVERSITY RESEARCH CORPORATION 1 JOHN MARSHALL DR HUNTINGTON WV 25755 N/A PC To fund a grant writer to serve the eastern panhandle 79286 MARTINSBURG INITIATIVE INC 515 W MARTIN ST MARTINSBURG WV 25401 N/A PC Drug free communities Fund 125000 MARTINSBURG INITIATIVE INC 515 W MARTIN ST MARTINSBURG WV 25401 N/A PC Charitable Event 5000 MARTINSBURG INITIATIVE INC 515 W MARTIN ST MARTINSBURG WV 25401 N/A PC the Benedum fund 20000 MARTINSBURG INITIATIVE INC 515 W MARTIN ST MARTINSBURG WV 25401 N/A PC to "bridge" the gap for awarded grants caused by either a delay or reimbursable type grant 70000 MORGAN COUNTY OBSERVATORY FOUNDATION INC 81 KINDRED WAY BERKELEY SPGS WV 25411 N/A PC to modernize the telescope and update the facilities 4642 MORGAN COUNTY PARTNERSHIP INC 26 CHAPMAN ST BERKELEY SPGS WV 25411 N/A PC Collaborative Grant Writers Support Fund 50000 MORGAN COUNTY SCHOOLS 247 HARRISON AVE BERKELEY SPRINGS WV 25411 N/A GOV Salary and benefits fund for the Regional Implementation Manager 105000 MORGAN COUNTY SCHOOLS 247 HARRISON AVE BERKELEY SPRINGS WV 25411 N/A GOV for computer lab upgrade at Berkeley Springs High School, for carpentry lab and Warm Springs Middle School, materials needed to build out a fully self-contained special ed classroom at Warm Springs Middle School, to purchase 20 pairs of talkabout radios for Warm Springs Middle School, to purchase and install a greenhouse at Paw Paw School 167810 MORGAN COUNTY STARTING POINTS INC 106 SAND MINE RD STE 6 BERKELEY SPGS WV 25411 N/A PC Career Exploration Lab Buildout 45000 MORGAN CTY 4-H LEADERS ASSOC 80 WAR MEMORIAL TRIAL STE C BERKELEY SPRINGS WV 25411 N/A PC Kids Market at the Store funding in Morgan County, WV 4960 NORTH CAROLINA HEROES FUND INCORPORATED PO BOX 652 PINEVILLE NC 28134 N/A PC General & Unrestricted 500 PAW PAW ELEMENTARY SCHOOL 60 PIRATE CIR PAW PAW WV 25434 N/A GOV Paw Paw schools Secret Santa Fund 4000 PHILANTHROPY WEST VIRGINIA INC 400 D ST UNIT 8134 S CHARLESTON WV 25303 N/A PC General & Unrestricted 50000 L LOVING SHEPHERD UNIVERSITY PO BOX 5000 SHEPHERDSTOWN WV 25443 NONE I SCHOLARSHIP GRANT 651 H TINSMAN SHEPHERD UNIVERSITY PO BOX 5000 SHEPHERDSTOWN WV 25443 NONE I SCHOLARSHIP GRANT 4733 D YATES SHEPHERD UNIVERSITY PO BOX 5000 SHEPHERDSTOWN WV 25443 NONE I Scholarship GRANT 1720 ST JUDE CHILDREN'S RESEARCH HOSPITAL 3750 NW 87TH AVE STE 100 DORAL FL 33178 N/A PC General & Unrestricted 500 STARS THAT SHINE PO BOX 411 CHARLES TOWN WV 25414 N/A PC Salary Support fund for (Full Time Salary and Benefits) for the Director Position and Salary for Two Part-Time Staff Members 110000 STARS THAT SHINE PO BOX 411 CHARLES TOWN WV 25414 N/A PC to "bridge" the gap for awarded grants caused by either a delay or reimbursable type grant 14000 THE MARTINSBURG ROCK SCHOOL INC 410 W RACE ST MARTINSBURG WV 25401 N/A PC GENERAL & UNRESTRICTED 2000 TONY M MUSIC AND ARTS FOUNDATION INC 51 TOTTENHAM CIR MARTINSBURG WV 25404 N/A PC Support program and part-time staff 35000 UNITED WAY OF THE EASTERN PANHANDLE INC 24 DISTRICT WAY STE 201 MARTINSBURG WV 25404 N/A PC Unity Campaign 100000 UNITED WAY OF THE EASTERN PANHANDLE INC 24 DISTRICT WAY STE 201 MARTINSBURG WV 25404 N/A PC Unity Campaign 100000 WEST LIBERTY UNIVERSITY 208 UNIVERSITY DR WEST LIBERTY WV 26074 N/A GOV for Books purchased at the Barnes and Noble campus bookstore for scholarship students 253 WEST VIRGINIA HUMANITIES COUNCIL INC 1310 KANAWHA BLVD E CHARLESTON WV 25301 N/A PC GENERAL & UNRESTRICTED 15000 I GROVE WEST VIRGINIA UNIVERSITY PO BOX 6004 MORGANTOWN WV 26506 NONE I Scholarship GRANT 28536 J BRINEGAR WEST VIRGINIA UNIVERSITY PO BOX 6004 MORGANTOWN WV 26506 NONE I Scholarship GRANT 12461 Z MILLER WEST VIRGINIA UNIVERSITY PO BOX 6004 MORGANTOWN WV 26506 NONE I Scholarship GRANT 6219 H HOOK WEST VIRGINIA UNIVERSITY PO BOX 6004 MORGANTOWN WV 26506 NONE I Scholarship GRANT 13999 A ALDANA WEST VIRGINIA UNIVERSITY PO BOX 6004 MORGANTOWN WV 26506 NONE I Scholarship GRANT 6741 K HARTMAN WEST VIRGINIA UNIVERSITY PO BOX 6004 MORGANTOWN WV 26506 NONE I Scholarship GRANT 14123 A STAUBS WEST VIRGINIA UNIVERSITY PO BOX 6004 MORGANTOWN WV 26506 NONE I Scholarship GRANT 29776 C EVANS WEST VIRGINIA UNIVERSITY PO BOX 6004 MORGANTOWN WV 26506 NONE I Scholarship GRANT 33453 M SMITH WEST VIRGINIA UNIVERSITY PO BOX 6004 MORGANTOWN WV 26506 NONE I Scholarship GRANT 7624 B MOTT WEST VIRGINIA UNIVERSITY PO BOX 6004 MORGANTOWN WV 26506 NONE I Scholarship GRANT 20999 WEST VIRGINIA UNIVERSITY PO BOX 6004 MORGANTOWN WV 26506 N/A PC Steeley Scholarship FUND Student's Bookstore Account 170 S VELEZ WEST VIRGINIA UNIVERSITY PO BOX 6004 MORGANTOWN WV 26506 NONE I Scholarship GRANT 3746 N NESMITH WEST VIRGINIA UNIVERSITY PO BOX 6004 MORGANTOWN WV 26506 NONE I Scholarship GRANT 23686 S SMITH WEST VIRGINIA UNIVERSITY PO BOX 6004 MORGANTOWN WV 26506 NONE I Scholarship GRANT 21762 T BOYLES WEST VIRGINIA UNIVERSITY PO BOX 6004 MORGANTOWN WV 26506 NONE I Scholarship GRANT 8173 WEST VIRGINIA UNIVERSITY PO BOX 6004 MORGANTOWN WV 26506 N/A PC Scholarship fund student's account at Barnes and Noble through WVU 4501 S ELLWANGER WEST VIRGINIA UNIVERSITY PO BOX 6004 MORGANTOWN WV 26506 NONE I Scholarship GRANT 14980 A DURIEZ WEST VIRGINIA UNIVERSITY PO BOX 6004 MORGANTOWN WV 26506 NONE I Scholarship GRANT 34043 B CHEN WEST VIRGINIA UNIVERSITY PO BOX 6004 MORGANTOWN WV 26506 NONE I Scholarship GRANT 15318 A SIFFORD WEST VIRGINIA UNIVERSITY PO BOX 6004 MORGANTOWN WV 26506 NONE I Scholarship GRANT 10261 WEST VIRGINIA UNIVERSITY PO BOX 6004 MORGANTOWN WV 26506 N/A PC This funding covers the books charged to the Roy and Gwen Steeley account at the Barnes and Noble bookstore on WVU's campus 2513 A PATTERSON WEST VIRGINIA UNIVERSITY PO BOX 6004 MORGANTOWN WV 26506 NONE I Scholarship GRANT 15054 R HARDT WEST VIRGINIA WESLEYAN COLLEGE 59 COLLEGE AVE BUCKHANNON WV 26201 NONE I Scholarship GRANT 16930 M DE LA PAZ WEST VIRGINIA WESLEYAN COLLEGE 59 COLLEGE AVE BUCKHANNON WV 26201 NONE I Scholarship GRANT 7320 WHEELING COUNTRY DAY SCHOOL 8 PARK RD WHEELING WV 26003 N/A PC Dyscalculia pilot implementation for two years 150000 M MOSSBURG-GUNNOE SHEPHERD UNIVERSITY PO BOX 5000 SHEPHERDSTOWN WV 25443 NONE I SCHOLARSHIP GRANT 11939 O GROVE SHEPHERD UNIVERSITY PO BOX 5000 SHEPHERDSTOWN WV 25443 NONE I SCHOLARSHIP GRANT 20181 B HUNTLEY SHEPHERD UNIVERSITY PO BOX 5000 SHEPHERDSTOWN WV 25443 NONE I SCHOLARSHIP GRANT 1273 T ANDERSON SHEPHERD UNIVERSITY PO BOX 5000 SHEPHERDSTOWN WV 25443 NONE I SCHOLARSHIP GRANT 6188 X KIRK SHEPHERD UNIVERSITY PO BOX 5000 SHEPHERDSTOWN WV 25443 NONE I SCHOLARSHIP GRANT 6344 T BOH SHEPHERD UNIVERSITY PO BOX 5000 SHEPHERDSTOWN WV 25443 NONE I SCHOLARSHIP GRANT 1153 H BARRETT SHEPHERD UNIVERSITY PO BOX 5000 SHEPHERDSTOWN WV 25443 NONE I SCHOLARSHIP GRANT 1900 D JACKSON SHEPHERD UNIVERSITY PO BOX 5000 SHEPHERDSTOWN WV 25443 NONE I SCHOLARSHIP GRANT 9701 2545845 14 30039 14 1978817 18 2173071 4181927 4181927 false false false false false false false false false false AMERICAN FUNDS AMCAP F3 1984540 2635383 AMERICAN FUNDS EUROPACIFIC GRO 1773694 1978387 AVANTIS INTERNATIONAL SMALL CA 687631 1077557 AVANTIS US SMALL CAP EQUITY ET 1492544 1794919 AVANTIS US SMALL CAP VALUE ETF 2023596 2597893 DFA INTERNATIONAL REAL ESTATE 1646487 1327362 DODGE & COX FUNDS INTERNATIONA 1079798 1715079 DODGE & COX INCOME FUND 2619114 2565553 ISHARES MSCI USA QUALITY 2693319 4458866 PIMCO FUNDS FOREIGN BOND FUND 1962337 1888463 PIMCO LOW DURATION INSTL 2437298 2339290 PIMCO TOTAL RETURN FUND 2690842 2527206 SMALLCAP WORLD FUND CL F3 1732351 2076713 T. ROWE PRICE GROWTH ETF 1948135 2614312 T. ROWE PRICE INTERNATIONAL BO 1968100 1664342 T. ROWE PRICE INTL GROWTH & IN 1036632 1711018 T. ROWE PRICE NEW ERA FUND I C 1149852 1408775 VANGUARD ENERGY INDEX FD ADMIR 1307444 2588289 VANGUARD FTSE ALL-WLD EX-US SM 1663880 2046187 VANGUARD GROWTH INDEX FD ADMIR 1009240 2670028 VANGUARD INFLATION-PROTECTED S 2574559 2287148 VANGUARD INTL GROWTH FD ADMIRA 1565212 1708199 VANGUARD INTL VALUE FUND 1472589 1697599 VANGUARD MATERIALS INDEX FD AD 864616 1374527 VANGUARD REIT INDEX FD ADMIRAL 2872441 3076071 VANGUARD SMALL CAP GROWTH INDE 424022 651347 VANGUARD SMALL CAP VALUE INDEX 2955576 5060900 VANGUARD VALUE INDEX ADM SHARE 2278485 4081359 WASHINGTON MUTUAL INVESTORS FU 3115729 4015912 Administrative Fees 46582 46582 Bank Charges 25 25 Cell Phone Expense 360 360 Computers/Electronic Devices 902 902 Digital Subscriptions 11606 11606 Foundation Dues & Memberships 1500 1500 Indemnification Insurance 2276 2276 Office Supplies 949 949 Payroll Processing Fees 3798 3798 Postage/Delivery Service 117 117 Property insurance 483 483 State or Local Filing Fees 50 50 Website Hosting/Support 814 814 Investment Management Services 162781 162781 990-PF Estimated Tax for 2025 37300 990-PF Excise Tax for 2024 14588