2024-05-09T14:34:48-05:00 2023-12-31 550778381 COSTANZO WOOMER NISTENDIRK PLLC 1341 NATIONAL ROAD WHEELING WV 260030251 990 2023-01-01 272498681 ELIZABETH K WINGERTER CHARITABLE FOUNDATION ELIZ 3042335215 1300 CHAPLINE ST 302 WHEELING WV 26003 SECURITY NATIONAL TRUST CO TRUSTEE 3042335215 2024-05-09 1 SECURITY NATIONAL TRUST CO 999009999 0 MICHAEL D COSTANZO CPA P01363117 3042424400 2024-05-09 X 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z SECURITY NATIONAL TRUST C 1300 CHAPLINE ST WHEELING WV 26003 66026 0 X N/A X 2009 WV THE FOUNDATION OPERATES EXCLUSIVELY FOR THE SUPPORT AND BENEFIT OF DUQUESNE UNIVERSITY, PITTSBURGH, PENNSYLVANIA, FOR THE PURPOSE OF PROVIDING SCHOLARSHIPS FOR STUDENTS MAINTAINING A MAJOR COURSE OF CONCENTRATION IN THE SCHOOL OF EDUCATION OF DUQUESNE UNIVERSITY. 0 0 0 0 0 0 0 0 0 0 29218 20817 0 0 29218 20817 17668 20917 0 0 7555 6710 0 0 0 1600 1675 26823 29302 2395 -8485 559747 551262 0 0 559747 551262 TO OPERATE EXCLUSIVELY FOR THE SUPPORT AND BENEFIT OF DUQUESNE UNIVERSITY, PITTSBURGH, PENNSYLVANIA, FOR THE PURPOSE OF PROVIDING SCHOLARSHIPS FOR STUDENTS MAINTAINING A MAJOR COURSE OF CONCENTRATION IN THE SCHOOL OF EDUCATION OF DUQUESNE UNIVERSITY. 0 0 20917 20917 20817 SUPPORT TO DUQUESNE UNIVERSITY, PITTSBURGH, PENNSYLVANIA,FOR THE PURPOSE OF PROVIDING SCHOLARSHIPS FOR STUDENTS MAINTAINING A MAJOR COURSE OF CONCENTRATION IN THE SCHOOL OF EDUCATION OF DUQUESNE UNIVERSITY. 20917 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 WV X SECURITY NATIONAL TRUST CO 3042335215 1300 CHAPLINE STREET WHEELING WV 26003 SECURITY NATIONAL TRUST CO TRUSTEE 1.00 1.00 X 6710 0 0 6710 0 0 0 0 0 0 0 23166 23166 42860 45209 -2349 -2349 -2349 20817 20817 0 0 20917 20917 6710 6710 1675 1675 29302 20917 8385 0 559747 551262 559747 551262 0 0 X 559747 551262 0 0 0 0 559747 551262 559747 551262 -8485 0 X 0 0 0 X X X 1 DUQUESNE UNIVERSITY PITTSBURGH PA 251035663 2 1 20917 0 1 20917 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 6416 0 0 0 0 0 6416 0 0 0 0 0 0 0 6416 0 558820 554578 0 0 0 0 558820 554578 0 0 0 558820 554578 8382 8319 550438 546259 19265 19119 0 0 19265 19119 6416 5454 19265 19265 0 19265 20917 0 0 0 0 0 20917 20917 19265 100.000000000000 19265 4744 0 0 0 0 0 0 0 0 0 0 20917 4744 16173 0 0 3092 0 0 0 0 0 0 PART IV, SECTION D SUBSTANTIALLY ALL OF THE NET INCOME FROM THE TRUST ESTATE IS, ORDINARILY, DISTRIBUTED FOR THE PURPOSES OF THE TRUST IN EACH YEAR TO THE SCHOOL OF EDUCATION AT DUQUESNE UNIVERSITY, LOCATED IN PITTSBURGH, PENNSYLVANIA, TO BE USED TO PROVIDE SCHOLARSHIPS FOR WORTHY STUDENTS MAINTAINING A MAJOR COURSE OF CONCENTRATION IN THAT SCHOOL OF EDUCATION UNDER SUCH RULES AND REGUALATIONS AS THE GOVERNING BOARD OF DUQUESNE UNIVERSITY SHALL DETERMINE. IT IS RESPECTULLY SUBMITTED THAT THE DISTRIBUTION OF TRUST INCOME IN THIS MATTER ENABLES AND EXPANDS THE ABILITY OF DUQUESNE UNIVERITY AND THOSE IN ITS SCHOOL OF EDUCATION TO CARRY OUT THIS MISSION OF PROVIDING SCHOLARSHIPS FOR WORTHY STUDENTS MAINTAINING A MAJOR COURSE OF CONCENTRATION IN THAT SCHOOL OF EDUCATION. AS THE BENEFICIARY ORGANZIATION, DUQUESNE UNIVERSITY HAS THE EXPRESS POWER TO ENFORCE THE VARIOUS PROVISIONS OF THIS CHARITABLE FOUNDATION IN APPROPRIATE COURTS OF COMPETENT JURISDICTION IN THE STATE OF WEST VIRGINIA. FURTHERMORE, UNDER THE GOVERNING INSTRUMENT, DUQUESNE UNIVERSITY HAS THE EXPRESS POWER TO COMPEL AN ACCOUNTING UNDER WEST VIRGINIA LAW. UNDER THE GOVERNING INSTRUMENT, THE TRUSTEE OF THIS CHARITABLE FOUNDATION IS UNDER A MANDATE TO RENDER AN ACCOUNT OF RECEIPTS AND DISBURSEMENTS AT LEAST ANNUALLY TO THE PRESIDENT OF DUQUESNE UNIVERSITY OR HIS OR HER DESIGNEE AND THE DEAN OF THE SCHOOL OF EDUCATION OF DUQUESNE UNIVERSITY OR HIS OR HER DESIGNEE. THE AMOUNT OF SUPPORT RECEIVED BY DUQUESNE UNIVERSITY IS SUFFICIENT TO ENSURE THE ATTENTIVENESS OF DUQUESNE UNIVERSITY TO THE OPERATIONS OF THE ELIZABETH K. WINGERTER CHARITABLE FOUNDATION. ALTHOUGH THE ANNUAL DISTRIBUTION TO DUQUESNE UNIVERSITY AND ITS SCHOOL OF EDUCATION DOES NOT CONSTITUTE 50% OF ITS INCOME FOR ENDOWED SCHOLARSHIP PURPOSES IN THE SCHOOL OF EDUCATION, IT IS RESPECTFULLY SUBMITTED THAT IN ORDER TO AVOID INTERRUPTION OF CARRYING ON AND SATISFYING THE PURPOSES OF ELIZABETH K. WINGERTER SCHOLARSHIP FUND, DUQUESNE UNIVERISTY AND ITS SCHOOL OF EDUCATION WILL BE SUFFICIENTLY ATTENTIVE TO THE OPERATIONS OF THIS CHARITABLE FOUNDATION. THIS IS THE CASE WHERE BOTH THE ELIZABETH K. WINGERTER CHARITABLE FOUNDATION AND DUQUESNE UNIVERSITY AND ITS SCHOOL OF EDUCATION EARMARK THE SUPPORT RECEIVED FROM THIS CHARITABLE FOUNDATION FOR THE PURPOSES OF THE ELIZABETH K. WINGERTER SCHOLARSHIP IN THE SCHOOL OF EDUCATION AT DUQUESNE UNIVERSITY. WITHOUT THE CONTINUED SUPPORT OF THE ELIZABETH K. WINGERTER CHARITABLE FOUNDATION, DUQUESNE UNIVERSITY AND ITS SCHOOL OF EDUCATION MIGHT NOT MAINTAIN THE SCHOLARSHIP FUND ESTABLISHED BY ELIZABETH K. WINGERTER AND DUQUESNE UNIVERSITY AND CALLED THE ELIZABETH K. WINGERTER SCHOLARSHIP FUND. THUS, THE ELIZABETH K. WINGERTER CHARITABLE FOUNDATION WILL BE TREATED AS PROVIDING DUQUESNE UNIVERSITY AND ITS SCHOOL OF EDUCATION WITH A SUFFICIENT PORTION OF THE UNIVERSITY'S TOTAL SUPPORT TO ENSURE ITS ATTENTIVENESS TO THE OPERATIONS OF THE ELIZABETH K. WINGERTER CHARITABLE FOUNDATION. AN EXAMPLE OF ACCEPTABLE EVIDENCE OF ACTUAL ATTENTIVENESS OF THE SUPPORTED ORGANIZATION IS THE IMPOSITION OF A REQUIREMENT IN THE GOVERNING INSTRUMENT ITSELF THAT THE SUPPORTING ORGANIZATION, WHICH IS THE ELIZABETH K. WINGERTER CHARITABLE FOUNDATION, IS REQUIRED TO PROVIDE REPORTS AT LEAST ANNUALLY TO ASSIST THE SUPPORTED ORGANIZATION IN ENSURING THAT THE CHARITABLE FOUNDATION HAS INVESTED ITS ENDOWMENT AND ASSETS PRODUCTIVE OF A REASONABLE RATE OF RETURN. 0 FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION HAS NO COMMITTEES TO ACT ON BEHALF OF THE TRUSTEE, ITS GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B TRUSTEE REVIEWS BEFORE FILING FORM 990, PART VI, SECTION C, LINE 19 A TRUST OFFICER ON BEHALF OF THE TRUSTEE, SECURITY NATIONAL TRUST CO., REVIEWS THIS FORM 990 WITH THE PREPARER AND EXECUTES FORM 990 ON BEHALF OF SECURITY NATIONAL TRUST CO., THE TRUSTEE, IT'S GOVERNING BODY. THE GOVERNING DOCUMENTS OF THE ORGANZIATON ARE MADE AVAILABLE TO THE PUBLIC BY INSPECTION AT THE OFFICE OF THE TRUSTEE, IT'S GOVERNING BODY, SECURITY NATIONAL TRUST CO., 1300 CHAPLINE STREET, WHEELING, WV 26003.