MCDAVID FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- MCDAVID FOUNDATION (EIN 55-0730152)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-06-08
- IRS object ID
- 202621599349100427
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-06-08T14:40:53-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 WASHINGTON STREET EAST | AddressLine1Txt |
| City | CHARLESTON | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 25301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 550730152 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCDAVID FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MCDA | BusinessNameControlTxt |
| Phone | 3045423303 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1060 FENNER LANE | AddressLine1Txt |
| City | GALLATIN | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37066 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DIANA LONG | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 3045423303 | PhoneNum |
| Signature | 2026-06-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DOLORES ROSE | PreparerPersonNm |
| PTIN | P01286262 | PTIN |
| Phone | 3043460441 | PhoneNum |
| Preparation | 2026-06-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,892,067 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $105,662 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $105,662 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $169,914 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $336,984 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $169,914 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $275,576 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $275,576 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,150 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,575 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,575 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $5,340 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $926 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,490 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,501 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,575 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $175,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $175,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $183,490 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,501 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $176,575 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $92,086 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $273,075 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $266 | CashBOYAmt |
| Cash EOY | $10,728 | CashEOYAmt |
| Cash EOYFMV | $10,728 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,489,022 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,570,646 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,881,339 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,489,288 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,581,374 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,892,067 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,489,288 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,581,374 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,489,288 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,581,374 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,489,288 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,581,374 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,489,288 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $92,086 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,581,374 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,581,374 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| STAR FUNDS - 1,306.959 | 2015-07-17 | 2025-01-24 | $37,000 | $33,948 | $3,052 | $3,052 | |
| STAR FUNDS - 5,118.362 | 2015-07-17 | 2025-12-08 | $160,000 | $133,122 | $26,878 | $26,878 | |
| CAPITAL GAINS DIVIDENDS | $139,984 | $139,984 | $139,984 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $169,914 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,796 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,796 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,796 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,900 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,900 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $3 | EsPenaltyAmt |
| Overpayment | $1,101 | OverpaymentAmt |
| Applied To ES Tax | $1,101 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WV | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DIANA LONG | IndividualWithBooksNm |
| Phone | 3045423303 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1060 FENNER LANE | AddressLine1Txt |
| City | GALLATIN | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37066 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| BRADFORD A MCDAVID | ||||||||
| 4883 EAST US HIGHWAY 36 | URBANA | OH | 43078 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| DIANA L LONG | ||||||||
| 1060 FENNER LANE | GALLATIN | TN | 37066 | SECRETARY/TREASURER | 0.50 | $0 | $0 | $0 |
| SANDRA MCDAVID | ||||||||
| 4883 EAST US HIGHWAY 36 | URBANA | OH | 43078 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| ANNE R HAAKENSON | ||||||||
| 317 MCCONNELL DRIVE | LYONS | CO | 80540 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| DEAN HAAKENSON | ||||||||
| 317 MCCONNELL DRIVE | LYONS | CO | 80540 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,805,600 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,800 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,810,400 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,810,400 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $42,156 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,768,244 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $138,412 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $138,412 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,796 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,796 | TotalTaxAmt |
| Distributable Before Adj | $134,616 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $134,616 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $134,616 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $176,575 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $176,575 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $134,616 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $14,869 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $176,575 | QualifyingDistributionsAmt |
| Applied To Year1 | $14,869 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $134,616 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $27,090 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $27,090 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $27,090 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $27,090 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DIANA LONG | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1060 FENNER LANE | AddressLine1Txt |
| City | GALLATIN | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37066 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3045433303 | RecipientPhoneNum |
| Form And Info And Materials | CONTACT ABOVE FOR CURRENT GUIDELINES AND ADDITIONAL INFORMATION AND MATERIALS TO INCLUDE WITH APPLICATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | DECEMBER 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | CONTACT ABOVE FOR INFORMATION ON RESTRICTIONS OR LIMITATIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CAMC FOUNDATION | |||||||
| 3414 STAUNTON AVE | CHARLESTON | WV | 25304 | N/A | PC | TO SUPPORT THE HOSPITALITY HOUSE ENDOWMENT FUND | $60,000 |
| CARING KITCHEN | |||||||
| 300 MIAMI STREET | URBANA | OH | 43708 | N/A | PC | TO SUPPORT THE PROGRAM | $5,000 |
| CITY OF HOPE | |||||||
| 1500 E DUARTE RD | DUARTE | CA | 91010 | N/A | PC | TO SUPPORT THE PROGRAM | $25,000 |
| EMERGENCY FAMILY ASSISTANCE ASSOCIATION | |||||||
| 1575 YARMOUTH AVENUE | BOULDER | CO | 80304 | N/A | PC | TO SUPPORT THE PROGRAM | $20,000 |
| LYONS EMERGENCY ASSISTANCE FUND | |||||||
| PO BOX 324 | LYONS | CO | 80540 | N/A | PC | TO SUPPORT THE PROGRAM | $15,000 |
| SPRINGFIELD FOUNDATION | |||||||
| 333 N LIMESTONE STREET SUITE 201 | SPRINGFIELD | OH | 45503 | N/A | PC | TO ESTABLISH SCHOLARSHIP FUNDS FOR TRIAD HIGH SCHOOL GRADUATES PURSUING HIGHER EDUCATION IN AGRICULTURE. | $27,500 |
| SUPPORT OUR VETERANS CORP | |||||||
| 214 NORTH MAIN STREET | WOODSTOCK | OH | 43084 | N/A | PC | TO SUPPORT THE PROGRAM | $5,000 |
| SYCAMORE HOUSE PREGNANCY & FAMILY LIFE CENTER | |||||||
| PO BOX 776 | URBANA | OH | 43708 | N/A | PC | TO SUPPORT THE PROGRAM | $5,000 |
| GOLDEN ENDINGS | |||||||
| 1043 ELMWOOD AVENUE | COLUMBUS | OH | 43212 | N/A | PC | TO SUPPORT THE PROGRAM | $2,500 |
| GREENWOOD WILDLIFE REHABILITATION CENTER | |||||||
| PO BOX 18987 | BOULDER | CO | 80308 | N/A | PC | TO SUPPORT THE PROGRAM | $5,000 |
| THE TREVOR PROJECT | |||||||
| PO BOX 69232 | WEST HOLLYWOOD | CA | 90069 | N/A | PC | TO SUPPORT THE PROGRAM | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $175,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $105,662 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $169,914 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $275,576 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $275,576 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,150 | Amt |
| Net Investment Income | $1,575 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,575 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | VANGUARD | StockNm |
| EOY Book Value | $2,570,646 | EOYBookValueAmt |
| EOYFMV | $2,881,339 | EOYFMVAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENTS | $5,315 | $0 | $0 |
| FOREIGN TAXES PAID | $0 | $901 | $0 |
| STATE REGISTRATION FILING FEE | $25 | $25 | $0 |
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