Nonprofit · EIN 55-0450592
WEST VIRGINIA UNIVERSITY ALUMNI ASSOCIATION LOYALTY PERMANENT ENDO
Tax-exempt · MORGANTOWN, WV 26505
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $2,084,480 | $309,330 | $1,775,150 | $17,652,237 | $0 | $17,652,237 |
| June 30, 2024 | 990 | $638,247 | $338,040 | $300,207 | $16,613,738 | $0 | $16,613,738 |
| June 30, 2023 | 990 | $1,732,189 | $506,771 | $1,225,418 | $15,003,008 | $11,999 | $14,991,009 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $60,695
- Program service revenue
- $0
- Investment income
- $2,023,785
- Net gain from sales of assets
- $1,591,899
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $229,978
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $2,200
- Occupancy
- $12,000
- Program services (functional)
- $229,978
- Management and general (functional)
- $79,352
Balance sheet and other
- Total assets, start of year
- $16,613,738
- Total assets, end of year
- $17,652,237
- Total liabilities, end of year
- $0
- Net assets, end of year
- $17,652,237
- Land, buildings and equipment
- $20
- Publicly traded securities
- $16,739,781
- Net assets without donor restrictions
- $17,536,479
- Net assets with donor restrictions
- $115,758
- Gross receipts
- $16,923,656
- Employees
- 0
- Year formed
- 1937
- State of legal domicile
- WV
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 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST TRUST DPT TRUIST TRUST DPT | TRUSTEE Institutional trustee | 5 | $55,040 |
| KEVIN BERRY | EXECUTIVE SE Trustee or director, Officer | – | $0 |
| THE HONORABLE IRENE C BERGER | MEMBER Trustee or director | – | $0 |
| JAMES C GARDILL | CHAIRMAN Trustee or director | – | $0 |
| DAVID K HENDRICKSON | MEMBER Trustee or director | – | $0 |
990 for the year ended June 30, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST TRUST DPT TRUIST TRUST DPT | TRUSTEE Institutional trustee | 5 | $51,370 |
| KEVIN BERRY | EXECUTIVE SE Trustee or director, Officer | – | $0 |
| THE HONORABLE IRENE C BERGER | MEMBER Trustee or director | – | $0 |
| JAMES C GARDILL | CHAIRMAN Trustee or director | – | $0 |
| DAVID K HENDRICKSON | MEMBER Trustee or director | – | $0 |
990 for the year ended June 30, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST TRUST DPT TRUIST TRUST DPT | TRUSTEE Institutional trustee | 5 | $49,586 |
| KEVIN BERRY | EXECUTIVE SE Trustee or director, Officer | – | $0 |
| THE HONORABLE IRENE C BERGER | MEMBER Trustee or director | – | $0 |
| JAMES C GARDILL | CHAIRMAN Trustee or director | – | $0 |
| DAVID K HENDRICKSON | MEMBER Trustee or director | – | $0 |
Address and contacts
- Address (IRS master file)
- 466 CHESTNUT RIDGE RD, MORGANTOWN, WV 26505-2767
- In care of
- % BRANCH BANKING TRUST COMPANY
- Principal officer (990 for 2024)
- TRUIST TRUST DPT TRUIST TRUST DPT, 466 CHESTNUT RIDGE ROAD, 466 CHESTNUT RIDGE ROAD, MORGANTOWN, WV 26505
- Signed the 990
- TRUIST TRUST DPT, TRUSTEE
- Return prepared by
- LAMBRIGHT & GUTTA PLLC
Mission
PROVIDE SCHOLARSHIPS TO WEST VIRGINIA UNIVERSITY STUDENTS
Program accomplishments
- THE WEST VIRGINIA UNIVERSITY ALUMNI ASSOCIATION LOYALTY PERMANENT ENDOWMENT FUND WAS ESTABLISHED BY THE WEST VIRGINIA UNIVERSITY ALUMNI ASSOCIATION BY TRUST INDENTURE DATED 12/31/37. THE ALUMNI ASSOCIAITON IS AN EXEMPT ORGANIZATION UNDER SECTION 501(C)6 OF THE IRC BY EXEMPTION LETTER DATED 2/3/53 AND THE FUND IS EXEMPT UNDER SECTION 501 (C) OF THE CODE BY LETTER DATED 11/20/46.THE TRUST INDENTURE DIRECTS THAT THE NET INCOME FROM THE FUND IS TO BE MADE AVAILABLE TO THE TRUST COMMITTEE WHICH IS COMPOSED OF DULY APPOINTED MEMBERS OF THE ALUMNI ASSOCIATION TO BE USED BY THE COMMITTEE TO CARRY OUT SPECIFIED PURPOSES OF THE ALUMNI ASSOC. THOSE PURPOSES AS SPECIFIED IN THE TRUST INDENTURE ARE TO PROVIDE FUNDS FOR MAINTENANCE AND ADMINISTRATIVE EXPENSES AT WVU AND TO PROVIDE SCHOLARSHIPS AT WEST VIRGINIA UNIVERSITY TO STUDENTS SELECTED BY THE TRUST COMMITTEE.Expenses $229,978 · grants $229,978
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 55-0450592
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1946
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B84Z)
- Assets (IRS master file)
- $17,652,237
- Income (IRS master file)
- $16,923,656
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $2,084,480 | $309,330 | $17,652,237 | XML |
| 990 | June 2024 | $638,247 | $338,040 | $16,613,738 | IRS |
| 990 | June 2023 | $1,732,189 | $506,771 | $15,003,008 | XML |
| 990 | June 2022 | $1,295,710 | $653,803 | $14,439,407 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 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 55-0450592).
Questions about WEST VIRGINIA UNIVERSITY ALUMNI ASSOCIATION LOYALTY PERMANENT ENDO
- What is the EIN of WEST VIRGINIA UNIVERSITY ALUMNI ASSOCIATION LOYALTY PERMANENT ENDO?
- The employer identification number (EIN) of WEST VIRGINIA UNIVERSITY ALUMNI ASSOCIATION LOYALTY PERMANENT ENDO is 55-0450592.
- Is WEST VIRGINIA UNIVERSITY ALUMNI ASSOCIATION LOYALTY PERMANENT ENDO tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1946.
- Are donations to WEST VIRGINIA UNIVERSITY ALUMNI ASSOCIATION LOYALTY PERMANENT ENDO tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does WEST VIRGINIA UNIVERSITY ALUMNI ASSOCIATION LOYALTY PERMANENT ENDO file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of WEST VIRGINIA UNIVERSITY ALUMNI ASSOCIATION LOYALTY PERMANENT ENDO due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WEST VIRGINIA UNIVERSITY ALUMNI ASSOCIATION LOYALTY PERMANENT ENDO last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of WEST VIRGINIA UNIVERSITY ALUMNI ASSOCIATION LOYALTY PERMANENT ENDO?
- The 990 for the year ended June 30, 2025 names TRUIST TRUST DPT TRUIST TRUST DPT.
- Who are the officers and directors of WEST VIRGINIA UNIVERSITY ALUMNI ASSOCIATION LOYALTY PERMANENT ENDO?
- The 990 for the year ended June 30, 2025 lists 5 people; 1 received compensation from the organization, the highest $55,040 (TRUIST TRUST DPT TRUIST TRUST DPT, TRUSTEE).
- How much revenue does WEST VIRGINIA UNIVERSITY ALUMNI ASSOCIATION LOYALTY PERMANENT ENDO have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $2,084,480, expenses of $309,330 and total assets of $17,652,237 at year end.
Other nonprofits in MORGANTOWN
- WEST VIRGINIA UNIVERSITY RESEARCH CORPORATION EIN 55-0665758 · last filed 990 for 2025
- WEST VIRGINIA UNIV FOUNDATION INC EIN 55-6017181 · last filed 990 for 2025
- MYLAN PARK FOUNDATION INC EIN 55-0765182 · last filed 990 for 2024
- WEST VIRGINIA UNIVERSITY DENTAL CORPORATION EIN 55-0524309 · last filed 990 for 2024
- TRINITY CHRISTIAN SCHOOL NON-PROFIT CORPORATION EIN 30-0637587 · last filed 990 for 2025
- WEST VIRGINIA ACADEMY LTD EIN 84-4085145 · last filed 990 for 2025
- WEST VIRGINIA UNIVERSITY ALUMNI ASSOCIATION INC EIN 55-0372697 · last filed 990 for 2025
- EDVENTURE GROUP INC EIN 16-1642857 · last filed 990 for 2024