Sara E Blake Charitable Foundation in Wheeling, West Virginia (WV)

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Sara E Blake Charitable Foundation
Employer Identification Number (EIN)556091949
Name of OrganizationSara E Blake Charitable Foundation
In Care of NameWesbanco Bank Wheeling
Address1 Bank Plz, Wheeling, WV 26003-3543
SubsectionCharitable Organization
Ruling Date03/1999
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
Exempt Organization StatusUnconditional Exemption
Tax Period12/2012
Assets$5,000,000 to $9,999,999
Income$1,000,000 to $4,999,999
Filing Requirement990 - Not required to file (all other) (990-PF required)
Asset Amount$7,467,657
Amount of Income$1,057,999
Form 990 Revenue Amount$412,790
National Taxonomy of Exempt Entities (NTEE)Philanthropy, Voluntarism and Grantmaking Foundations: Private Grantmaking Foundations

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Amount of income in 2012: $1,057,999 (it was $412,790 in 2011)
This organization: 

Other organizations performing similar types of work: 


Assets in 2012: $7,467,657 (it was $7,606,825 in 2011)
This organization: 

Other organizations performing similar types of work: 


Financial snapshot ($)

Revenue for 2011

Expenses for 2011

Assets for 2011

Analysis of Revenue and Expenses (for 2011)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$412,790$412,790$0
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$10
Dividends and interest from securities$179,034
Gross rents$0
Gross profit from sales of goods$0
Other income$0
Total expenses and disbursements$429,184$17,720$0$403,623
Compensation of officers, directors, trustees, etc.$33,437
Total operating and administrative expenses$42,280$17,720$16,719
Contributions, gifts, grants paid$386,904
Excess of revenue over expenses and disbursements$-16,394
Net investment income$395,070
Adjusted net income$0
Balance Sheets (for 2011)
Book ValueFair Market Value
Total assets$7,606,825$8,079,767
Cash - non-interest-bearing$5,174
Investments-U.S. and state government obligations$0
Investments-corporate stock$2,232,036
Investments-corporate bonds$384,985
Investments-mortgage loans$0
Total liabilities$0
Total liabilities and net assets/fund balances$7,606,825
Capital Gains and Losses for Tax on Investment Income (for 2011)
Capital gain net income$233,746
Net capital loss$0
Excise Tax Based on Investment Income (for 2011)
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)No
Tax based on investment income$7,901
Total credits and payments$8,174
2011 estimated tax payments and 2010 overpayment credited to 2011$4,860
Exempt foreign organizations-tax withheld at source$0
Tax paid with application for extension of time to file (Form 8868)$3,314
Backup withholding erroneously withheld$0
Any penalty for underpayment of estimated tax$0
Amount to be credited to 2012 estimated tax$273
Statements Regarding Activities (for 2011)
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign?No
Was there a liquidation, termination, dissolution, or substantial contraction during the year?No
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2011 or the taxable year beginning in 2011?No
Statements Regarding Activities for Which Form 4720 May Be Required (for 2011)
During the year did the foundation (either directly or indirectly):
Engage in the sale or exchange, or leasing of property with a disqualified person?No
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?No
Furnish goods, services, or facilities to (or accept them from) a disqualified person?No
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?No
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?No
Agree to pay money or property to a government official?No
At the end of tax year 2011, did the foundation have any undistributed income for tax year(s) beginning before 2011?No
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?No
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?No
During the year did the foundation pay or incur any amount to:
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?No
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?No
Provide a grant to an individual for travel, study, or other similar purposes?No
Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)?No
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?No
Minimum Investment Return (for 2011)
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$8,349,796
Net value of noncharitable-use assets$8,224,540
Minimum investment return$411,227
Distributable Amount (for 2011)
Distributable amount$403,326
Undistributed Income (for 2011)
Distributable amount for 2011$403,326
Undistributed income for 2011. This amount must be distributed in 2012$0
Private Operating Foundations (for 2011)
The lesser of the adjusted net income or the minimum investment return$0$0$0$0$0
Qualifying distributions made directly for active conduct of exempt activities$0$0$0$0$0
Value of all assets$0$0$0$0$0
Value of assets qualifying under section 4942(j)(3)(B)(i)$0$0$0$0$0
2/3 of minimum investment return$0$0$0$0$0
Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties)$0$0$0$0$0
Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)$0$0$0$0$0
Gross investment income$0$0$0$0$0
Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1One Foundation125 Whitestick Rd, Beckley, WV 25801-3625WV1999-09$3,795,172
2Skewes Family FoundationPO BOX 1014, Bluefield, WV 24701-1014WV2006-02$3,560,548
3Elliot Foundation Inc240 Capitol St Ste 500, Charleston, WV 25301-2297WV2009-11$2,617,497
4Ross Foundation Inc200 Star Ave Ste 212, Parkersburg, WV 26101-5459WV2006-05$2,228,111
5Harry Whaley Charitable Trust514 Market St, Parkersburg, WV 26101-5144WV2011-07$1,723,115
6Spartan Foundation166 60th St, Vienna, WV 26105-8002WV2006-06$1,298,168
7Seelinger Family FoundationPO BOX 296, Summersville, WV 26651-0296WV1999-04$1,223,126
8Sara E Blake Charitable Foundation1 Bank Plz, Wheeling, WV 26003-3543WV1999-03$1,057,999
9June Oblinger Shott Foundation IncPO BOX 1559, Bluefield, WV 24701-1559WV2009-02$1,002,174
10Heritage Farm FoundationPO BOX 2826, Huntington, WV 25727-2826WV2006-11$767,848
11Robert And Louise Claflin Foundation IncPO BOX 15, Pt Pleasant, WV 25550-0015WV2009-02$662,326
12Larch Foundation26 Park Rd, Wheeling, WV 26003-6642WV2005-02$653,300
13George E Stifel Endowment Fund1 Bank Plz, Wheeling, WV 26003-3543WV2001-05$443,135
14Barry A Withrow Foundation300 Capital St Ste 1301, Charleston, WV 25301-1748WV2010-06$176,757
15Right Hand Charitable Tr, Ward N Paige Ttee108 Hawksbury Trce, Beckley, WV 25801-2368WV2001-07$142,380
16Segal-Davis Foundation Inc810 Kanawha Blvd E, Charleston, WV 25301-2807WV1999-03$128,079
17Tom & Virginia Seely Foundation2218 Valley Rd, Berkeley Spgs, WV 25411-4602WV1999-03$107,913
18Warren District Volunteer Fire Department Inc5678 Clarksburg Rd, Buckhannon, WV 26201-6195WV2000-03$106,094
19Wheeling Landscape CommissionOglebay Park, Wheeling, WV 26003WV1961-07$45,969
20John And Becky Wright Foundation IncPO BOX 192, Sistersville, WV 26175-0192WV2009-06$44,926
21Amfm Charitable Foundation Inc240 Capitol St Ste 500, Charleston, WV 25301WV2010-02$36,574
22Willy Foundation Inc1412 Sweetbrier Rd, Charleston, WV 25314-1909WV2010-04$31,197
23Taylor Development Group IncPO BOX 428, Grafton, WV 26354-0428WV1999-06$30,684
24Us Wind Force Foundation IncPO BOX 571, Petersburg, WV 26847-0571WV2011-01$30,000
25Jam Family Foundation IncPO BOX 1559, Bluefield, WV 24701-1559WV2011-02$18,666
26Rotary Club Of Shepherdstown Charitable Fund IncPo Box 603, Shepherdstown, WV 25443WV2003-03$5,401
27Five Promises For Children Foundation IncPO BOX 1468, Charleston, WV 25325-1468WV2009-09$230
28Encil Bailey Family Foundation Inc722 Lower Donnally Rd, Charleston, WV 25304-2824WV2011-06$1
29Warner Family FoundationPO BOX 3327, Charleston, WV 25333-3327WV2009-11$1
30Mountain View Athletics AssociationPo Box 73, Union, WV 24983WV2000-07$0
Number of organizations performing similar types of work
District of Columbia106
North Carolina519
North Dakota20
New Hampshire72
New Jersey843
New Mexico87
New York2,482
Rhode Island172
South Carolina161
South Dakota27
West Virginia66
Total20,865 is not associated with, endorsed by, or sponsored by Sara E Blake Charitable Foundation and has no official or unofficial affiliation with Sara E Blake Charitable Foundation