2024-04-18T09:13:12-05:00 2023-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2023-01-01 273900311 Roy and Gwen Steeley Foundation Inc % Foundation Source ROYA 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 ADAM SANDERS PRESIDENT 8008391754 2024-04-15 true ADAM SANDERS 999009999 true Jeffrey D Haskell P01345770 8008391754 2023 2023-04-26 12:10:37Z X X 60254716 X 359951 24470 24470 1504954 1504954 1748686 6735862 1748686 3638061 3278110 208474 208474 26838 26838 148470 148470 37342 11620 11620 18456 18456 64397 35 64362 515597 148505 329750 2265461 2265461 2781058 148505 2595211 857003 3129605 911219 1017282 1017282 49961687 50742159 59237434 50872906 51759441 60254716 0 0 X 50872906 51759441 50872906 51759441 50872906 51759441 50872906 857003 29532 51759441 51759441 Publicly-traded Securities 6735862 4987176 1748686 1748686 1748686 43502 43502 43502 30100 0 30100 X 0 13402 false false false false false false false true true DE 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 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 78474 0 0 Adam Sanders Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres, Treas 40.0 130000 11000 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 Svcs 11921 FREEDOM DR STE 100 RESTON VA 20190 Investment Mgmt 148470 55690255 950733 0 56640988 0 56640988 849615 55791373 2789569 2789569 43502 43502 2746067 29532 2775599 2775599 2595211 0 0 0 0 2595211 2775599 2539976 2021 2020 2019 2595211 2539976 55235 0 0 2720364 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 BLUE RIDGE COMMUNITY & TECHNICAL COLLEGE FOUNDATIO 13650 APPLE HARVEST DR MARTINSBURG WV 25403 N/A PC Opportunity Scholarship fund 145000 BLUE RIDGE COMMUNITY & TECHNICAL COLLEGE FOUNDATIO 13650 APPLE HARVEST DR MARTINSBURG WV 25403 N/A PC Welding Lab at the Pines Opportunities Center 350000 BOYS & GIRLS CLUB OF THE EASTERN PANHANDLE - JEFFE 334 N LAWRENCE ST CHARLES TOWN WV 25414 N/A PC General & Unrestricted 500 COMFORT CASES INC 15825 SHADY GROVE RD STE 60 ROCKVILLE MD 20850 N/A PC General & Unrestricted 500 EASTERN PANHANDLE REGIONAL PLANNING & DEVELOPMENT 226 PILOT WAY STE E MARTINSBURG WV 25405 N/A GOV nonprofit grant writer for 12 months 95000 EASTERN PANHANDLE REGIONAL PLANNING & DEVELOPMENT 226 PILOT WAY STE E MARTINSBURG WV 25405 N/A GOV USDA ARISE 30000 K Vandine FAIRMONT STATE UNIVERSITY 1201 LOCUST AVE FAIRMONT WV 26554 NONE I Scholarship Grant 9496 D Pracht FAIRMONT STATE UNIVERSITY 1201 LOCUST AVE FAIRMONT WV 26554 NONE I Scholarship Grant 6216 D Pracht FAIRMONT STATE UNIVERSITY 1201 LOCUST AVE FAIRMONT WV 26554 NONE I Scholarship Grant 5701 A Bragg FAIRMONT STATE UNIVERSITY 1201 LOCUST AVE FAIRMONT WV 26554 NONE I Scholarship Grant 8283 A Bragg FAIRMONT STATE UNIVERSITY 1201 LOCUST AVE FAIRMONT WV 26554 NONE I Scholarship Grant 10624 GIRLS ON THE RUN OF THE TREASURE COAST INCORPORATE PO BOX 114 VERO BEACH FL 32961 N/A PC General & Unrestricted 500 HAITI180 INC 1160 INNESWOOD DR GALLATIN TN 37066 N/A PC General & Unrestricted 500 HINTON AREA FOUNDATION INC 104 JAMES ST HINTON WV 25951 N/A PC Renovation project at Hinton Area Elementary School 100000 HOSPICE OF THE PANHANDLE INC 330 HOSPICE LN KEARNEYSVILLE WV 25430 N/A PC General & Unrestricted 25000 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 To purchase of 12 Motorola RDU4100 radios 4100 JAMES RUMSEY TECHNICAL INSTITUTE 3274 HEDGESVILLE RD MARTINSBURG WV 25403 N/A GOV to purchase of a truck driving program and to launch the phlebotomy program 100000 JAMES RUMSEY TECHNICAL INSTITUTE 3274 HEDGESVILLE RD MARTINSBURG WV 25403 N/A GOV Regional Innovation and Implementation Manager 136000 LAKE NORMAN HUMANE INC PO BOX 3937 MOORESVILLE NC 28117 N/A PC General & Unrestricted 500 C Tlapanco-Mendez MARSHALL UNIVERSITY ONE JOHN MARSHALL DR HUNTINGTON WV 25755 NONE I Scholarship Grant 953 C Tlapanco Mendez MARSHALL UNIVERSITY ONE JOHN MARSHALL DR HUNTINGTON WV 25755 NONE I Scholarship Grant 1206 MARTINSBURG INITIATIVE INC 515 W MARTIN ST MARTINSBURG WV 25401 N/A PC Mentors for Berkeley County public school, after school programming and infrastructure support 90000 MARTINSBURG NORTH MIDDLE SCHOOL 250 EAST RD MARTINSBURG WV 25404 N/A GOV Supplies for special education classroom 3500 MORGAN COUNTY PARTNERSHIP INC 26 CHAPMAN ST BERKELEY SPGS WV 25411 N/A PC Grant Writers Collaborative 50000 MORGAN COUNTY PARTNERSHIP INC 26 CHAPMAN ST BERKELEY SPGS WV 25411 N/A PC Community grant matching pool account 200000 MRB FOUNDATION INC 226 PILOT WAY MARTINSBURG WV 25405 N/A PC General & Unrestricted 45000 PHILANTHROPY WEST VIRGINIA INC PO BOX 1584 MORGANTOWN WV 26507 N/A PC For the Director of Membership and Engagement salary 75000 RESCUE ME WV INC 59 E RD MARTINSBURG WV 25404 N/A PC General & Unrestricted 500 SHENANDOAH WOMENS CENTER INC 236 WEST MARTIN ST MARTINSBURG WV 25401 N/A PC General & Unrestricted 500 T Anderson SHEPHERD UNIVERSITY PO BOX 5000 SHEPHERDSTOWN WV 25443 none I Scholarship Grant 2359 J Matthew SHEPHERD UNIVERSITY PO BOX 5000 SHEPHERDSTOWN WV 25443 NONE I Scholarship Grant 8843 D Yates SHEPHERD UNIVERSITY PO BOX 5000 SHEPHERDSTOWN WV 25443 NONE I Scholarship Grant 3441 A Chapman SHEPHERD UNIVERSITY PO BOX 5000 SHEPHERDSTOWN WV 25443 none I Scholarship Grant 18574 J Boaz SHEPHERD UNIVERSITY PO BOX 5000 SHEPHERDSTOWN WV 25443 NONE I Scholarship Grant 8862 O Grove SHEPHERD UNIVERSITY PO BOX 5000 SHEPHERDSTOWN WV 25443 none I Scholarship Grant 10356 B Huntley SHEPHERD UNIVERSITY PO BOX 5000 SHEPHERDSTOWN WV 25443 none I Scholarship Grant 587 H Tinsman SHEPHERD UNIVERSITY PO BOX 5000 SHEPHERDSTOWN WV 25443 none I Scholarship Grant 8927 V Davis SHEPHERD UNIVERSITY PO BOX 5000 SHEPHERDSTOWN WV 25443 none I Scholarship Grant 11930 M Mossburg-Gunnoe SHEPHERD UNIVERSITY PO BOX 5000 SHEPHERDSTOWN WV 25443 none I Scholarship Grant 5579 M Walker SHEPHERD UNIVERSITY PO BOX 5000 SHEPHERDSTOWN WV 25443 none I Scholarship Grant 17572 B Huntley SHEPHERD UNIVERSITY PO BOX 5000 SHEPHERDSTOWN WV 25443 none I Scholarship Grant 2983 SPRING MILLS HIGH SCHOOL 499 CAMPUS DR MARTINSBURG WV 25404 N/A GOV to purchase Esports team's equipment 18145 STARS THAT SHINE PO BOX 411 CHARLES TOWN WV 25414 N/A PC Salary for the Director and an administrative assistant 81000 THE EDUCATION ALLIANCE-BUSINESS AND COMMUNITY FOR PO BOX 3071 CHARLESTON WV 25331 N/A PC ARC ARISE 75000 THE MARTINSBURG ROCK SCHOOL INC 410 W RACE ST MARTINSBURG WV 25401 N/A PC Scholarship fund, Accounting Fees and Marketing Costs 41000 TONY M MUSIC AND ARTS FOUNDATION INC 51 TOTTENHAM CIR MARTINSBURG WV 25404 N/A PC After school and summer arts program support and expansion in Jefferson and Berkeley counties 28640 UNITED WAY OF THE EASTERN PANHANDLE INC 24 DISTRICT WAY STE 201 MARTINSBURG WV 25404 N/A PC 2023 Unity Campaign incentive match 100000 K Hartman WEST LIBERTY UNIVERSITY 208 UNIVERSITY DR WEST LIBERTY WV 26074 none I Scholarship Grant 6417 K Hartman WEST LIBERTY UNIVERSITY 208 UNIVERSITY DR WEST LIBERTY WV 26074 none I Scholarship Grant 120 M Moreland WEST LIBERTY UNIVERSITY 208 UNIVERSITY DR WEST LIBERTY WV 26074 none I Scholarship Grant 137 M Moreland WEST LIBERTY UNIVERSITY 208 UNIVERSITY DR WEST LIBERTY WV 26074 none I Scholarship Grant 7942 A Aldana WEST VIRGINIA UNIVERSITY - UNDERGR PO BOX 6004 MORGANTOWN WV 26506 none I Scholarship Grant 10536 C Ridgeway WEST VIRGINIA UNIVERSITY - UNDERGR PO BOX 6004 MORGANTOWN WV 26506 none I Scholarship Grant 20590 A Duriez WEST VIRGINIA UNIVERSITY - UNDERGR PO BOX 6004 MORGANTOWN WV 26506 none I Scholarship Grant 12909 A Heise WEST VIRGINIA UNIVERSITY - UNDERGR PO BOX 6004 MORGANTOWN WV 26506 NONE I Scholarship Grant 14914 D Lightcap WEST VIRGINIA UNIVERSITY - UNDERGR PO BOX 6004 MORGANTOWN WV 26506 NONE I Scholarship Grant 5822 D Yates WEST VIRGINIA UNIVERSITY - UNDERGR PO BOX 6004 MORGANTOWN WV 26506 none I Scholarship Grant 8646 WEST VIRGINIA UNIVERSITY - UNDERGRADUATE SCHOLARS PO BOX 6004 MORGANTOWN WV 26506 N/A PC To purchase books for students 5293 S Smith WEST VIRGINIA UNIVERSITY - UNDERGR PO BOX 6004 MORGANTOWN WV 26506 none I Scholarship Grant 13308 Z Lightcap WEST VIRGINIA UNIVERSITY - UNDERGR PO BOX 6004 MORGANTOWN WV 26506 none I Scholarship Grant 2033 A Staub WEST VIRGINIA UNIVERSITY - UNDERGR PO BOX 6004 MORGANTOWN WV 26506 none I Scholarship Grant 12257 M Rubeck WEST VIRGINIA UNIVERSITY - UNDERGR PO BOX 6004 MORGANTOWN WV 26506 none I Scholarship Grant 15527 B Mott WEST VIRGINIA UNIVERSITY - UNDERGR PO BOX 6004 MORGANTOWN WV 26506 none I Scholarship Grant 10524 B Chen WEST VIRGINIA UNIVERSITY - UNDERGR PO BOX 6004 MORGANTOWN WV 26506 none I Scholarship Grant 2486 A Petrarca WEST VIRGINIA UNIVERSITY - UNDERGR PO BOX 6004 MORGANTOWN WV 26506 none I Scholarship Grant 24239 S Velez WEST VIRGINIA UNIVERSITY - UNDERGR PO BOX 6004 MORGANTOWN WV 26506 None I Scholarship Grant 26024 WEST VIRGINIA UNIVERSITY - UNDERGRADUATE SCHOLARS PO BOX 6004 MORGANTOWN WV 26506 N/A PC To purchase books for students 100 WEST VIRGINIA UNIVERSITY - UNDERGRADUATE SCHOLARS PO BOX 6004 MORGANTOWN WV 26506 N/A PC To purchase textbooks on the Foundation's account for the Roy and Gwen Steeley Memorial Scholarship fund recipients in the spring semester of 2023 6602 C Evans WEST VIRGINIA UNIVERSITY - UNDERGR PO BOX 6004 MORGANTOWN WV 26506 none I Scholarship Grant 16071 A Staubs WEST VIRGINIA UNIVERSITY - UNDERGR PO BOX 6004 MORGANTOWN WV 26506 None I Scholarship Grant 12535 J Fritts WEST VIRGINIA UNIVERSITY - UNDERGR PO BOX 6004 MORGANTOWN WV 26506 none I Scholarship Grant 31547 A Patterson WEST VIRGINIA UNIVERSITY - UNDERGRA PO BOX 6004 MORGANTOWN WV 26506 none I Scholarship Grant 8026 M De La Paz WEST VIRGINIA WESLEYAN COLLEGE 59 COLLEGE AVE BUCKHANNON WV 26201 none I Scholarship Grant 11076 R Hardt WEST VIRGINIA WESLEYAN COLLEGE 59 COLLEGE AVE BUCKHANNON WV 26201 none I Scholarship Grant 26382 M Delapaz WEST VIRGINIA WESLEYAN COLLEGE 59 COLLEGE AVE BUCKHANNON WV 26201 none I Scholarship Grant 13521 WOUNDED WARRIOR CENTER INC 597 MORNING GLORY DR RAEFORD NC 28376 N/A PC General & Unrestricted 500 2265461 14 24470 14 1504954 18 1748686 3278110 3278110 false false false false false false false false false false X X 1 Happy Hank 118 Earle Road Charles Town WV 25414 72377 X 2 Steeley Brian 188 Wild Harbor Rd Mooresville NC 28117 100000 X 3 Steeley Kevin L 43 Locust Knoll Drive Charles Town WV 25414 187574 X AMERICAN FUNDS AMCAP F3 1906338 2306885 AMERICAN FUNDS EUROPACIFIC GRO 1487888 1537585 AVANTIS INTERNATIONAL SMALL CA 872155 929099 AVANTIS US SMALL CAP EQUITY ET 1452695 1522150 AVANTIS US SMALL CAP VALUE ETF 2053477 2337088 DFA INTERNATIONAL REAL ESTATE 1500974 1153220 DODGE & COX FUNDS INTERNATIONA 1110752 1392213 DODGE & COX INCOME FUND 2415516 2316154 ISHARES MSCI USA QUALITY 2769967 3466636 PIMCO FUNDS FOREIGN BOND FUND 1792580 1707984 PIMCO LOW DURATION INSTL 2243090 2106503 PIMCO TOTAL RETURN FUND 2469404 2245748 SMALLCAP WORLD FUND CL F3 1737593 1902210 T ROWE PRICE INSTITUTIONAL LAR 1462633 2367286 T. ROWE PRICE INTERNATIONAL BO 1857917 1584532 T. ROWE PRICE INTL GROWTH & IN 1278884 1504492 T. ROWE PRICE NEW ERA FUND I C 973527 1129194 VANGUARD ENERGY INDEX FD ADMIR 1152017 2264669 VANGUARD FTSE ALL-WLD EX-US SM 1826864 1867223 VANGUARD GROWTH INDEX FD ADMIR 1205878 2332217 VANGUARD INFLATION-PROTECTED S 2382634 2101217 VANGUARD INTL GROWTH FD ADMIRA 1489312 1497215 VANGUARD INTL VALUE FUND 1231112 1457921 VANGUARD MATERIALS INDEX FD AD 822855 1218798 VANGUARD REIT INDEX FD ADMIRAL 2642526 2875569 VANGUARD SMALL CAP GROWTH INDE 458111 590317 VANGUARD SMALL CAP VALUE INDEX 3058011 4745700 VANGUARD VALUE INDEX ADM SHARE 2279857 3353001 WASHINGTON MUTUAL INVESTORS FU 2807592 3424608 Administrative Fees 44506 44506 Bank Charges 35 35 Cell Phone Expense 330 330 Computers/Electronic Devices 1009 1009 Equipment/Furniture Purchase 11124 11124 Indemnification Insurance 2136 2136 Office Supplies 670 670 Payroll Processing Fees 2425 2425 Postage/Delivery Service 56 56 Property insurance 439 439 State or Local Filing Fees 50 50 FOUNDATION DUES & MEMBERSHIP 1500 1500 DIGITAL SUBSCRIPTION 117 117 RETURNED GRANTS 29532 Investment Management Services 148470 148470 990-PF Estimated Tax for 2023 30100 990-PF Excise Tax for 2022 7242