Skip to main content

Nonprofit · EIN 55-6017269

BB & T WEST VIRGINIA FOUNDATION INC

Also known as ONE VALLEY BANK TR DEPT

Tax-exempt · ORLANDO, FL 32891

Financials

$67K$583K2023$902K$430K2024$1.1M$584K2025
Revenue Expenses · by fiscal year end
Financials of BB & T WEST VIRGINIA FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$1,097,208$584,488$512,720$11,771,875$0$11,771,875
December 31, 2024990-PF$901,874$429,602$472,272$11,268,061$0$11,268,061
December 31, 2023990-PF$66,878$582,704-$515,826$10,796,071$0$10,796,071
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$366,357
Net gain from sales of assets
$730,738
Other income
$113

Expenses

Grants and similar amounts paid
$500,000
Disbursements for charitable purposes
$501,000
Excise tax on investment income
$14,305

Balance sheet and other

Total assets, start of year
$11,268,061
Total assets, end of year
$11,771,875
Total liabilities, end of year
$0
Net assets, end of year
$11,771,875
Fair market value of assets
$13,624,161
Qualifying distributions
$501,000
Net investment income
$1,097,135

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
MR STEVEN M RUBIN
300 SUMMERS STREET 6TH FLOOR, CHARLESTON, WV 25301
MEMBER & TRUSTEE1$0
DR EDWIN H WELCH
300 SUMMERS STREET 6TH FLOOR, CHARLESTON, WV 25301
MEMBER & TRUSTEE1$0
MRS ELLEN S CAPPELANTI
300 SUMMERS STREET 6TH FLOOR, CHARLESTON, WV 25301
MEMBER & TRUSTEE1$0
MRS TERRI CUTRIGHT
300 SUMMERS STREET 6TH FLOOR, CHARLESTON, WV 25301
MEMBER & TRUSTEE1$0
MRS JOANNE WADSWORTH
300 SUMMERS STREET 6TH FLOOR, CHARLESTON, WV 25301
MEMBER & TRUSTEE1$0
MRS ELIZABETH WEISBERG
300 SUMMERS STREET 6TH FLOOR, CHARLESTON, WV 25301
MEMBER & TRUSTEE1$0
MR STEVEN ROBEY
300 SUMMERS STREET 6TH FLOOR, CHARLESTON, WV 25301
MEMBER & TRUSTEE1$0
MR D SPENCER MURPHY
300 SUMMERS STREET 6TH FLOOR, CHARLESTON, WV 25301
PRESIDENT1$0
MRS COURTNEY L PAK
300 SUMMERS STREET 6TH FLOOR, CHARLESTON, WV 25301
EXECUTIVE DIRECTOR1$0
MRS MARLO LONG
300 SUMMERS STREET 6TH FLOOR, CHARLESTON, WV 25301
SECRETARY1$0
990-PF for the year ended December 31, 2024: 10 people
NameTitleHours / weekCompensation
MR STEVEN M RUBIN
300 SUMMERS STREET 6TH FLOOR, CHARLESTON, WV 25301
MEMBER & TRUSTEE1$0
DR EDWIN H WELCH
300 SUMMERS STREET 6TH FLOOR, CHARLESTON, WV 25301
MEMBER & TRUSTEE1$0
MRS ELLEN S CAPPELANTI
300 SUMMERS STREET 6TH FLOOR, CHARLESTON, WV 25301
MEMBER & TRUSTEE1$0
MRS TERRI CUTRIGHT
300 SUMMERS STREET 6TH FLOOR, CHARLESTON, WV 25301
MEMBER & TRUSTEE1$0
MRS JOANNE WADSWORTH
300 SUMMERS STREET 6TH FLOOR, CHARLESTON, WV 25301
MEMBER & TRUSTEE1$0
MRS ELIZABETH WEISBERG
300 SUMMERS STREET 6TH FLOOR, CHARLESTON, WV 25301
MEMBER & TRUSTEE1$0
MR STEVEN ROBEY
300 SUMMERS STREET 6TH FLOOR, CHARLESTON, WV 25301
MEMBER & TRUSTEE1$0
MR D SPENCER MURPHY
300 SUMMERS STREET 6TH FLOOR, CHARLESTON, WV 25301
PRESIDENT1$0
MRS COURTNEY L PAK
300 SUMMERS STREET 6TH FLOOR, CHARLESTON, WV 25301
EXECUTIVE DIRECTOR1$0
MRS MARLO LONG
300 SUMMERS STREET 6TH FLOOR, CHARLESTON, WV 25301
SECRETARY1$0
990-PF for the year ended December 31, 2023: 10 people
NameTitleHours / weekCompensation
MR J HOLMES MORRISON
P O BOX 1793, CHARLESTON, WV 25326
MEMBER & TRUSTEE1$0
MR STEVEN M RUBIN
1700 PENNSYLVANIA AVENUE, CHARLESTON, WV 25302
MEMBER & TRUSTEE1$0
DR EDWIN H WELCH
2300 MACCORKLE AVENUE SE, CHARLESTON, WV 25304
MEMBER & TRUSTEE1$0
MR ROBERT O ORDERS JR
501 6TH AVE, ST ALBANS, WV 25177
MEMBER & TRUSTEE1$0
MRS ELLEN S CAPPELANTI
500 LEE ST E 1600, CHARLESTON, WV 25301
MEMBER & TRUSTEE1$0
MR PATRICK O'MALLEY
300 SUMMERS ST FL 3, CHARLESTON, WV 25326
TRUSTEE & PRESIDENT1$0
MRS TERRI CUTRIGHT
27 CEDARWOOD DRIVE, MORGANTOWN, WV 26505
MEMBER & TRUSTEE1$0
MRS JOANNE WADSWORTH
54 RUE DE TODD, MARTINSBURG, WV 25403
MEMBER & TRUSTEE1$0
MRS ELIZABETH WEISBERG
3 CHATSWORTH LANE, CHARLESTON, WV 25314
MEMBER & TRUSTEE1$0
MR STEVEN ROBEY
1409 WOODMERE DRIVE, CHARLESTON, WV 25314
MEMBER & TRUSTEE1$0

Address and contacts

Address (IRS master file)
PO BOX 919798, ORLANDO, FL 32891-9798
In care of
% BB&T TR DEPT
Signed the 990-PF
SPENCER MURPHY, PRESIDENT
Phone
(304) 348-7271
Return prepared by
ERNST & YOUNG US LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
55-6017269
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1954
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$11,771,875
Income (IRS master file)
$12,378,678

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$1,097,208$584,488$11,771,875IRS
990-PFDecember 2024$901,874$429,602$11,268,061IRS
990-PFDecember 2023$66,878$582,704$10,796,071XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 55-6017269).

Questions about BB & T WEST VIRGINIA FOUNDATION INC

What is the EIN of BB & T WEST VIRGINIA FOUNDATION INC?
The employer identification number (EIN) of BB & T WEST VIRGINIA FOUNDATION INC is 55-6017269.
Is BB & T WEST VIRGINIA FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1954.
Are donations to BB & T WEST VIRGINIA FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does BB & T WEST VIRGINIA FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of BB & T WEST VIRGINIA FOUNDATION INC due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did BB & T WEST VIRGINIA FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of BB & T WEST VIRGINIA FOUNDATION INC?
The 990-PF for the year ended December 31, 2025 lists 10 people; 0 received compensation from the organization.
How much revenue does BB & T WEST VIRGINIA FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,097,208, expenses of $584,488 and total assets of $11,771,875 at year end.

Other nonprofits in ORLANDO

All nonprofits in ORLANDO · Florida