HUNTINGTON FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: HUNTINGTON FOUNDATION INC (EIN 55-0370129)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-11-14
IRS object ID: 202443199349104089
Schema version: 2023v5.1
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
Form 990-PF
Accounting Fees Schedule
Gain Loss Sale Other Assets Sch
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Govt Obligations Sch
Land Etc Schedule2
Other Expenses Schedule
Other Increases Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-11-14T12:24:19-08:00	ReturnTs
Tax Period End	2023-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	550554030	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	TRAINER WRIGHT & PATERNO	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 2608	AddressLine1Txt
City	HUNTINGTON	CityNm
State Abbreviation	WV	StateAbbreviationCd
ZIP	25726	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2023-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	550370129	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE HUNTINGTON FOUNDATION INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	HUNT	BusinessNameControlTxt
Phone	3045220611	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	P O BOX 2548	AddressLine1Txt
City	HUNTINGTON	CityNm
State Abbreviation	WV	StateAbbreviationCd
ZIP	25726	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	LEON K OXLEY	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	3045220611	PhoneNum
Signature	2024-11-06	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (true)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	KELLIE RAE WRIGHT CPA	PreparerPersonNm
PTIN	P00190697	PTIN
Phone	3046977083	PhoneNum
Preparation	2024-11-14	PreparationDt

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2024-10-15 13:58:12Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$6,856,680	FMVAssetsEOYAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$106,906	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$106,906	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$84,215	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$84,215	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$510,866	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$1,926,172	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$510,866	CapGainNetIncmNetInvstIncmAmt
Gross Profit Rev And Expnss	$0	GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss	$0	OtherIncomeRevAndExpnssAmt
Total Rev And Expnss	$701,987	TotalRevAndExpnssAmt
Total Net Invst Incm	$701,987	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$19,200	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$19,200	CompOfcrDirTrstNetInvstIncmAmt
Legal Fees Rev And Expnss	$0	LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss	$5,970	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$4,776	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$1,194	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$0	OtherProfFeesRevAndExpnssAmt
Taxes Rev And Expnss	$8,152	TaxesRevAndExpnssAmt
Deprec And Dpltn Rev And Expnss	$0	DeprecAndDpltnRevAndExpnssAmt
Occupancy Rev And Expnss	$2,640	OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm	$1,980	OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl	$660	OccupancyDsbrsChrtblAmt
Other Expenses Rev And Expnss	$20,520	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$15,390	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$5,130	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$56,482	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$41,346	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$6,984	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$321,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$321,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$377,482	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$41,346	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$327,984	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$324,505	ExcessRevenueOverExpensesAmt
Net Investment Income	$660,641	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$5,462	CashBOYAmt
Cash EOY	$0	CashEOYAmt
Cash EOYFMV	$0	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$27,922	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$171,116	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$171,116	SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl	$10	AcctRcvblAmt
Acct Rcvbl BOY	$301	AcctRcvblBOYAmt
Acct Rcvbl EOY	$10	AcctRcvblEOYAmt
Acct Rcvbl EOYFMV	$10	AcctRcvblEOYFMVAmt
Rcvbl From Officers EOY	$0	RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY	$0	OtherNtsAndLoansRcvblEOYAmt
Prepaid Expenses BOY	$1,977	PrepaidExpensesBOYAmt
Prepaid Expenses EOY	$1,952	PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV	$1,952	PrepaidExpensesEOYFMVAmt
US Government Obligations BOY	$644,634	USGovernmentObligationsBOYAmt
US Government Obligations EOY	$569,973	USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV	$569,973	USGovtObligationsEOYFMVAmt
Corporate Stock BOY	$4,138,330	CorporateStockBOYAmt
Corporate Stock EOY	$4,138,944	CorporateStockEOYAmt
Corporate Stock EOYFMV	$4,138,944	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$1,649,320	CorporateBondsBOYAmt
Corporate Bonds EOY	$1,965,562	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$1,965,562	CorporateBondsEOYFMVAmt
Land Bldg Investments EOY	$0	LandBldgInvestmentsEOYAmt
Other Investments EOY	$0	OtherInvestmentsEOYAmt
Land Bldg Equip Cost Or Other Bss	$18,268	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$18,268	LandBldgEquipAccumDeprecAmt
Land BOY	$0	LandBOYAmt
Land EOY	$0	LandEOYAmt
Land EOYFMV	$0	LandEOYFMVAmt
Other Assets BOY	$6,099	OtherAssetsBOYAmt
Other Assets EOY	$9,123	OtherAssetsEOYAmt
Other Assets EOYFMV	$9,123	OtherAssetsEOYFMVAmt
Total Assets BOY	$6,474,045	TotalAssetsBOYAmt
Total Assets EOY	$6,856,680	TotalAssetsEOYAmt
Total Assets EOYFMV	$6,856,680	TotalAssetsEOYFMVAmt
Accounts Payable BOY	$2,906	AccountsPayableBOYAmt
Accounts Payable EOY	$2,906	AccountsPayableEOYAmt
Grants Payable BOY	$77,356	GrantsPayableBOYAmt
Grants Payable EOY	$77,356	GrantsPayableEOYAmt
Loans From Officers EOY	$0	LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY	$0	MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY	$0	OtherLiabilitiesBOYAmt
Other Liabilities EOY	$0	OtherLiabilitiesEOYAmt
Total Liabilities BOY	$80,262	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$80,262	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$6,393,783	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$6,776,418	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$6,393,783	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$6,776,418	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$6,474,045	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$6,856,680	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$6,393,783	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$324,505	ExcessRevenueOverExpensesAmt
Other Increases	$58,130	OtherIncreasesAmt
Subtotal	$6,776,418	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$6,776,418	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Field	Value	IRS element (for citing)
Property	PUBLICLY TRADED SECURITIES	PropertyDesc
Gross Sales Price	$1,926,172	GrossSalesPriceAmt
Depreciation	$0	DepreciationAmt
Cost Or Other Basis	$1,415,306	CostOrOtherBasisAmt
Gain Or Loss	$510,866	GainOrLossAmt
FMV As Of123169	$0	FMVAsOf123169Amt
Adjusted Basis As Of123169	$0	AdjustedBasisAsOf123169Amt
Excess FMV Over Adjusted Bss	$0	ExcessFMVOverAdjustedBssAmt
Gains Minus Excess Or Losses	$510,866	GainsMinusExcessOrLossesAmt

Field	Value	IRS element (for citing)
Capital Gain Net Income	$510,866	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$9,183	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$9,183	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$9,183	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$5,300	EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits	$5,300	TotalPaymentsAndCreditsAmt
Original Return Tax Paid	$5,300	OriginalReturnTaxPaidAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$71	EsPenaltyAmt
Tax Due	$3,954	TaxDueAmt
Applied To ES Tax	$0	AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	WV	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	EXECUTIVE SECRETARY	IndividualWithBooksNm
Phone	3045220611	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	916 5TH AVE 207	AddressLine1Txt
City	HUNTINGTON	CityNm
State Abbreviation	WV	StateAbbreviationCd
ZIP	25701	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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
LEON K OXLEY
81 COPPER GLEN DRIVE	HUNTINGTON	WV	25701	PRESIDENT	6.00	$4,800	$0	$0
DR TODD W GRESS
1025 ST IVES DR	HURRICANE	WV	25526	TREASURER	6.00	$4,800	$0	$0
DR JOSEPH B TOUMA
2970 STAUNTON ROAD	HUNTINGTON	WV	25702	VICE PRESIDENT	6.00	$4,800	$0	$0
MARGARET MARY LAYNE
406 11ST AVE WEST	HUNTINGTON	WV	25701	SECRETARY	6.00	$4,800	$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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Description1	NONE	Description1Txt
Expenses1	$0	Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	NONE	Description1Txt
Expenses1	$0	Expenses1Amt
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$6,593,849	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$54,948	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$11,085	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$6,659,882	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast	$6,659,882	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$99,898	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$6,559,984	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$327,999	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$327,999	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$9,183	TaxBasedOnInvestmentIncomeAmt
Total Tax	$9,183	TotalTaxAmt
Distributable Before Adj	$318,816	DistributableBeforeAdjAmt
Distributable Before Ded	$318,816	DistributableBeforeDedAmt
Distributable As Adjusted	$318,816	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$327,984	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$327,984	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$318,816	DistributableAsAdjustedAmt
Undistributed Income PY	$298,036	UndistributedIncomePYAmt
Excess Distribution Cyov Yr5	$0	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$0	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$0	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$0	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$0	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$327,984	QualifyingDistributionsAmt
Applied To Year1	$298,036	AppliedToYear1Amt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$29,948	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Total Corpus	$0	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$288,868	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$0	ExcessDistriCyovToNextYrAmt
Excess From Year4	$0	ExcessFromYear4Amt
Excess From Year3	$0	ExcessFromYear3Amt
Excess From Year2	$0	ExcessFromYear2Amt
Excess From Year1	$0	ExcessFromYear1Amt
Excess From Current Year	$0	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	NONE	ContributingManagerNm
Shareholder Manager	NONE	ShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	THE HUNTINGTON FOUNDATION INC CO EX	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	916 5TH AVE 207	AddressLine1Txt
City	HUNTINGTON	CityNm
State Abbreviation	WV	StateAbbreviationCd
ZIP	25701	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	3045220611	RecipientPhoneNum
Form And Info And Materials	STANDARD APPLICATION FORM SUBMITTED TO GRANT COMMITTEE FOR APPROVAL	FormAndInfoAndMaterialsTxt
Submission Deadlines	NONE	SubmissionDeadlinesTxt
Restrictions On Awards	ALL APPLICANTS MUST BE NOT-FOR-PROFIT ORGANIZATIONS	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
MOUNTWEST FOUNDATION INC
1 MOUNTWEST WAY	HUNTINGTON	WV	25701	N/A	SCHOLARSHIPS	$6,000
KEITH-ALBEE PERFORMING ARTS CENTER
925 4TH AVE	HUNTINGTON	WV	25701	N/A	CONSTRUCTIONACCESSIBLESEATING PROJECT	$100,000
HUNTINGTON YMCA
935 10TH AVE	HUNTINGTON	WV	25701	N/A	ROOF	$5,000
HUNTINGTON AREA DEVELOPMENT COUNCIL
916 5TH AVE 400	HUNTINGTON	WV	25701	N/A	GENERAL USE	$500
BUCKSKIN COUNCIL BOY SCOUTS OF AMERICA
2829 KANAWHA BLVD EAST	CHARLESTON	WV	25311	N/A	SCOUTREACHPROGRAMCABELL/WAYNE	$25,000
UNITED WAY OF THE RIVER CITIES
820 MADISON AVE	HUNTINGTON	WV	25704	N/A	READ ACROSSTHERIVER CITIES	$10,000
HUNTINGTON MUSEUM OF ART
2033 MCCOY ROAD	HUNTINGTON	WV	25701	N/A	MUSEUM MAKINGCONNECTIONS	$35,000
HUNTINGTON MUSEUM OF ART
2033 MCCOY ROAD	HUNTINGTON	WV	25701	N/A	LIVING WALLFOR THE CONSERVATORY	$15,000
FACING HUNGER FOOD BANK
1327 7TH AVE	HUNTINGTON	WV	25701	N/A	WALK-INCOOLER	$15,000
WOODY WILLIAMS FOUNDATION
12123 SHELBYVILLE ROAD STE 100	LOUISVILLE	KY	40243	N/A	GOLD STARMEMORIAL	$5,000
CHILDREN'S HOME SOCIETY OF WV
1422 KANAWHA BLVD EAST	CHARLESTON	WV	25330	N/A	CONSTRUCTSTORAGEFACILITY	$11,000
APPALACHIAN CHILDREN'S MUSIC & ARTS FND
1026 WALNUT ST	KENOVA	WV	25530	N/A	SCHOLARSHIPS FOR KINDER MUSICMU SPEECH CENTER	$8,500
HUNTINGTON SYMPHONY ORCHESTRA
763 3RD AVE	HUNTINGTON	WV	25701	N/A	MUSIC AND CONCERTEQUIPMENT	$15,000
COALFIELD DEVELOPMENT
2923 PARK AVE	HUNTINGTON	WV	25704	N/A	BLACK BOXTHEATERCONSTRUCTION	$50,000
HUNTINGTON YMCA
935 10TH AVE	HUNTINGTON	WV	25701	N/A	HOUSEDEMOLITION	$20,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$321,000	TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
MARSHALL UNIVERSITY MEDICAL SCHOOL
1600 MEDICAL CENTER DR	HUNTINGTON	WV	25701	N/A	OPERATIONAL SUPPORT	$53,154
MARSHALL UNIVERSITY MEDICAL SCHOOL
1600 MEDICAL CENTER DR	HUNTINGTON	WV	25701	N/A	OPERATIONALSUPPORTGERIATRICIAN	$24,202

Field	Value	IRS element (for citing)
Total Grant Or Contri Apprv Fut	$77,356	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$106,906	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$84,215	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$510,866	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$701,987	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$701,987	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	TRAINER, WRIGHT & PATERNO FINANCIAL STMTS, TAX RETURNS, ETC.	CategoryTxt
Amt	$5,970	Amt
Net Investment Income	$4,776	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$1,194	DisbursementsCharitablePrpsAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (64 entries)

AssetAssetDesc	AcquiredAcquiredDt	How AcquiredHowAcquiredTxt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	BasisBasisAmt	Total NetTotalNetAmt
MCKESSON CORP 2.85%	2017-11	Purchased	2023-01	$49,721	$50,000	-$279
EBAY INC FLTG RT SR NOTE	2018-01	Purchased	2023-01	$25,000	$25,000	$0
STARBUCKS CORP 3.1%	2022-05	Purchased	2023-03	$50,000	$50,281	-$281
185 SH COCA COLA CO	2014-06	Purchased	2023-03	$11,122	$6,200	$4,922
25 SH DEERE & CO	2014-09	Purchased	2023-03	$10,668	$3,100	$7,568
40 SH ELI LILLY & CO	2016-06	Purchased	2023-03	$12,737	$3,372	$9,365
45 SH MICROSOFT CORP	2015-03	Purchased	2023-03	$11,587	$1,657	$9,930
700 SH MICROCHIP TECH INC	2014-11	Purchased	2023-03	$57,361	$22,286	$35,075
200 SH TEXAS INSTRS INC	2009-12	Purchased	2023-03	$34,757	$5,105	$29,652
100 SH AUTOMATIC DATA PROCESSING	2017-05	Purchased	2023-04	$21,317	$10,459	$10,858
100 SH ALPHABET INC	2017-06	Purchased	2023-04	$10,597	$5,908	$4,689
600 SH CISCO SYS INC	2014-06	Purchased	2023-04	$30,669	$14,867	$15,802
70 SH MICROSOFT CORP	2015-03	Purchased	2023-04	$20,045	$2,578	$17,467
160 SH NEXTERA ENERGY INC	2009-12	Purchased	2023-04	$12,399	$2,400	$9,999
616.65 SH PERFORMANCE TRUST ST	2021-03	Purchased	2023-04	$12,000	$14,041	-$2,041
200 SH ALPHABET INC	2017-06	Purchased	2023-04	$21,123	$11,816	$9,307
200 SH AMAZON COM INC	2018-01	Purchased	2023-04	$21,175	$19,152	$2,023
100 SH APPLE INC	2014-06	Purchased	2023-04	$16,444	$3,260	$13,184
200 SH AUTOMATIC DATA PROCESSING	2017-05	Purchased	2023-04	$43,029	$20,918	$22,111
50 SH CATERPILLAR INC	2015-03	Purchased	2023-04	$11,129	$3,899	$7,230
2700 SH INNOVATOR ETFS TR	2022-08	Purchased	2023-04	$79,677	$76,029	$3,648
185 SH ISHARES TR RUSSELL 1000	2018-07	Purchased	2023-04	$44,947	$28,397	$16,550
70 SH ELI LILLY & CO	2016-06	Purchased	2023-04	$26,717	$5,901	$20,816
70 SH MICROSOFT CORP	2015-03	Purchased	2023-04	$19,630	$2,578	$17,052
100 SH UNITED PARCEL SERVICE INC	2015-03	Purchased	2023-04	$19,540	$10,606	$8,934
225 SH AMGEN INC	2017-05	Purchased	2023-05	$50,904	$36,438	$14,466
520 SH DOMINION RES INC	2014-09	Purchased	2023-05	$27,447	$37,768	-$10,321
100 SH HOME DEPOT INC	2016-05	Purchased	2023-05	$29,686	$15,269	$14,417
1000 SH INNOVATOR ETFS	2022-12	Purchased	2023-05	$31,750	$30,720	$1,030
60 SH ELI LILLY & CO	2016-06	Purchased	2023-05	$25,619	$5,058	$20,561
415 SH PHILLIPS 66	2016-06	Purchased	2023-05	$40,560	$34,760	$5,800
220 SH TARGET CORP	2014-05	Purchased	2023-05	$33,087	$13,994	$19,093
WELLS FARGO CLASS ACTION		Purchased	2023-06	$133	$0	$133
FEDERATED HERMES MDT NEUT INSTL		Purchased	2023-06	$90	$0	$90
290 SH RAYTHEON TECH CORP	2014-09	Purchased	2023-07	$24,352	$18,993	$5,359
AMAZON COM INC 1.2%	2021-08	Purchased	2023-08	$43,885	$50,364	-$6,479
BANK OF INDIA CD 4.7%	2022-12	Purchased	2023-08	$99,755	$99,963	-$208
GABS CWHEQ	2021-10	Purchased	2023-08	$0	$992	-$992
40 SH ELI LILLY & CO	2016-06	Purchased	2023-08	$20,934	$3,372	$17,562
905 SH VERIZON COMM	2014-04	Purchased	2023-09	$30,765	$42,919	-$12,154
500 SH SYSCO CORP	2014-04	Purchased	2023-09	$35,402	$14,096	$21,306
GENERAL ELECTRIC CAP CLASS ACTION		Purchased	2023-10	$122	$0	$122
3400 SH INNOVATOR ETFS TR US EQUIT	2022-09	Purchased	2023-09	$110,276	$99,306	$10,970
200 SH GARMIN LTD	2019-10	Purchased	2023-10	$20,511	$17,314	$3,197
100 SH AFLAC INC	2014-09	Purchased	2023-10	$7,824	$3,872	$3,952
AIR PRODS & CHEMS 3.35%	2022-06	Purchased	2023-10	$68,692	$69,728	-$1,036
200 SH ALPHABET INC	2017-06	Purchased	2023-11	$27,288	$11,816	$15,472
200 SH COCA COLA CO	2014-06	Purchased	2023-10	$11,296	$6,702	$4,594
100 SH WALT DISNEY CO	2015-08	Purchased	2023-10	$8,150	$10,106	-$1,956
FISERV INC 2.75%	2019-07	Purchased	2023-10	$48,925	$50,575	-$1,650
300 SH GENUINE PARTS CO	2017-11	Purchased	2023-10	$38,703	$27,478	$11,225
LABORATORY CORP 3.25%	2018-01	Purchased	2023-10	$24,413	$25,000	-$587
LENNOX INTL INC 3%	2017-10	Purchased	2023-10	$49,875	$50,000	-$125
100 SH NEXTERA ENERGY INC	2009-12	Purchased	2023-10	$5,821	$1,500	$4,321
PNC FINL SVGS GROUP 6.46%	2022-10	Purchased	2023-11	$35,000	$35,219	-$219
100 SH PROCTOR & GAMBLE CO	2014-05	Purchased	2023-10	$14,996	$7,306	$7,690
100 SH SOUTHERN CO	2014-06	Purchased	2023-10	$6,712	$4,788	$1,924
300 SH UNITED PARCEL SERVICE INC	2015-03	Purchased	2023-11	$45,137	$31,818	$13,319
200 SH ALPHABET INC	2017-06	Purchased	2023-12	$26,327	$11,816	$14,511
300 SH AMAZON COM INC	2018-01	Purchased	2023-12	$44,103	$28,728	$15,375
150 SH APPLE INC	2014-06	Purchased	2023-12	$28,660	$4,891	$23,769
100 SH LOWES COS INC	2014-04	Purchased	2023-12	$20,338	$5,496	$14,842
100 SH PROCTOR & GAMBLE CO	2014-05	Purchased	2023-12	$15,243	$7,306	$7,937
FEDERAL HOME LOAN BANKS 5.05%	2022-12	Purchased	2023-12	$100,000	$100,025	-$25

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Field	Value	IRS element (for citing)
Bond	VARIOUS CORPORATE BONDS	BondNm
EOY Book Value	$1,965,562	EOYBookValueAmt
EOYFMV	$1,965,562	EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
VARIOUS CORPORATE EQUITY ACCOUNTS	$2,475,156	$2,475,156
UNREALIZED GAIN/(LOSS) ON AFS	$1,663,788	$1,663,788

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
US Govt Obligations Book Vl EOY	$569,973	USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV	$569,973	USGovtObligationsEOYFMVAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (3 entries)

Category Or ItemCategoryOrItemTxt	Cost Or Other BasisCostOrOtherBasisAmt	Accumulated DepreciationAccumulatedDepreciationAmt	Book ValueBookValueAmt
OFFICE FURNITURE - PRIOR ACQUISTIONS	$3,731	$3,731	$0
OFFICE EQUIPMENT	$13,667	$13,667	$0
OFFICE EQUIPMENT - COPIER	$870	$870	$0

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INSURANCE	$3,537	$2,653	$884
POST OFFICE BOX RENT	$388	$291	$97
INVESTMENT	$16,514	$12,385	$4,129
MEETINGS	$73	$55	$18
MISC EXPENSE	$8	$6	$2

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	CHANGE IN UNREALIZED GAIN ON INVESTMENTS	Desc
Amt	$58,130	Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	EXCISE	CategoryTxt
Amt	$8,152	Amt

HUNTINGTON FOUNDATION INC: Form 990PF, tax year 2023

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Recipient US Address RecipientUSAddress

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (64 entries)

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (3 entries)

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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