CHARLES M PUGLIESE & THELMA M PUGLI: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- CHARLES M PUGLIESE & THELMA M PUGLI (EIN 34-1784660)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-11
- IRS object ID
- 202301319349101400
- Schema version
- 2022v5.0
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-11T07:30:58-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341476679 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MG DIDOMENICO DBA CAVANAUGH MOORE & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 MARKET ST SUITE 305 | AddressLine1Txt |
| City | STEUBENVILLE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43952 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341784660 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLES M PUGLIESE AND THELMA M | BusinessNameLine1Txt |
| Business Name Line2 | PUGLIESE CHARITABLE FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAR | BusinessNameControlTxt |
| Phone | 7402645429 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2620 | AddressLine1Txt |
| City | WINTERSVILLE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43953 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | H LEE KINNEY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7402645429 | PhoneNum |
| Signature | 2023-05-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | H | PersonFirstNm |
| Person Last | LEE KINNEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL G DIDOMENICOCPA | PreparerPersonNm |
| PTIN | P00185442 | PTIN |
| Phone | 7402824553 | PhoneNum |
| Preparation | 2023-05-02 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,587,675 | 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 |
| Interest On Sav Rev And Expnss | $30 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $30 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $425,862 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $425,862 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $37,767 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $401,743 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $37,767 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $463,659 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $463,659 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $36,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $18,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $18,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,100 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $7,034 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,517 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $3,517 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $11,436 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $11,436 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $11,458 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,324 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $10,134 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $70,028 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $22,841 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $47,187 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $643,811 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $643,811 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $713,839 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $22,841 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $690,998 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$250,180 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $440,818 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $233,723 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $347,519 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $347,519 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $5,232,176 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,868,200 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $13,240,156 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,465,899 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,215,719 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,587,675 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $5,465,899 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,215,719 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,465,899 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,215,719 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,465,899 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,215,719 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,465,899 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$250,180 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,215,719 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,215,719 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ETRADE | P | 2011-12-20 | 2022-04-18 | $192,446 | $160,444 | $32,002 | $32,002 |
| ETRADE | P | 2011-12-21 | 2022-07-15 | $209,290 | $203,532 | $5,758 | $5,758 |
| ETRADE-CASH IN LIEU | P | 2010-01-01 | 2022-12-31 | $7 | $7 | $7 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $37,767 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,127 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,127 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,127 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,520 | 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 | $6,520 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $393 | OverpaymentAmt |
| Applied To ES Tax | $393 | 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 | OH | 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 | H LEE KINNEY | IndividualWithBooksNm |
| Phone | 7402645429 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2620 | AddressLine1Txt |
| City | WINTERSVILLE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43953 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM MC ELWAIN | ||||||||
| 2436 ALEXANDER AVE E | STEUBENVILLE | OH | 43952 | TRUSTEE | 15.00 | $12,000 | $0 | $0 |
| H LEE KINNEY | ||||||||
| 93 HARMONY DRIVE | WINTERSVILLE | OH | 43953 | TRUSTEE | 2.00 | $12,000 | $0 | $0 |
| THOMAS P TIMMONS | ||||||||
| 214 OPAL BLVD | STEUBENVILLE | OH | 43952 | TRUSTEE | 2.00 | $12,000 | $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 | $13,288,379 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $294,183 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,582,562 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,582,562 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $203,738 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,378,824 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $668,941 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $668,941 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,127 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,127 | TotalTaxAmt |
| Distributable Before Adj | $662,814 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $662,814 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $662,814 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $690,998 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $690,998 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $662,814 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $643,635 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $690,998 | QualifyingDistributionsAmt |
| Applied To Year1 | $643,635 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $47,363 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $615,451 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | H LEE KINNEY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2620 | AddressLine1Txt |
| City | WINTERSVILLE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43953 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7402645429 | RecipientPhoneNum |
| Form And Info And Materials | N/A | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BROOKE HIGH SCHOOL | ||||||
| 20 BRUIN DRIVE | WELLSBURG | WV | 26070 | NC | SCHOLARSHIP | $3,000 |
| BUCKEYE LOCAL HIGH SCHOOL | ||||||
| 10692 PANTHER DRIVE STATE HWY 150 | RAYLAND | OH | 43943 | NC | SCHOLARSHIP | $3,000 |
| CATHOLIC CENTRAL HIGH SCHOOL | ||||||
| 320 WEST VIEW AVENUE | STEUBENVILLE | OH | 43952 | NC | SCHOLARSHIP | $3,000 |
| CATHOLIC CENTRAL HIGH SCHOOL | ||||||
| 320 WEST VIEW AVENUE | STEUBENVILLE | OH | 43952 | NC | OFFICE FURNITURE FOR TEACHERS AND STAFF | $16,290 |
| CENTER FOR HOPE FRIENDSHIP ROOM | ||||||
| 419 LOGAN STREET | STEUBENVILLE | OH | 43952 | NC | PURCHASE NEW FURNACE FOR MISSION HOUSE | $10,000 |
| DILLONVALE FOOD PANTRY | ||||||
| 11 SMITHFIELD STREET | DILLONVALE | OH | 43917 | NC | FOOD FOR NEEDY | $1,000 |
| EASTERN OHIO CORRECTION CENTER | ||||||
| PO BOX 2400 | WINTERSVILLE | OH | 43953 | NC | PERSONAL ITEMS FOR INMATES AT CHRISTMAS TIME | $2,500 |
| EDISON LOCAL SCHOOL DISTRICT | ||||||
| PO BOX 308 | RICHMOND | OH | 43944 | NC | SCHOLARSHIP | $3,000 |
| CITY OF NEW CUMBERLAND | ||||||
| 104 N COURT ST | NEW CUMBERLAND | WV | 26047 | NC | BUILD NEW STORAGE SPACE AND BEAUTIFY WAR MEMORIAL | $40,000 |
| COMMUNITY FOUNDATION FOR THE OHIO VALLEY | ||||||
| 1310 MARKET ST | WHEELING | WV | 26003 | NC | WEIRTON INDEPENDENCE DAY COMMUNITY CONCERT BY THE WHEELING SYMPHONY SOCIETY | $5,000 |
| FOUR SEASONS COMMUNITY CENTER | ||||||
| 129 SCHOOL STREET | WINTERSVILLE | OH | 43952 | NC | REMODEL RESTROOMS IN THE COMMUNITY CENTER | $25,000 |
| HANCOCK COUNTY HUMANE FOUNDATION | ||||||
| 241 OHIO RIVER BLVD | NEW CUMBERLAND | WV | 26047 | NC | SPAY AND NEUTER ANIMALS | $10,000 |
| HANCOCK COUNTY HUMANE FOUNDATION | ||||||
| 241 OHIO RIVER BLVD | NEW CUMBERLAND | WV | 26047 | NC | INSTALL NEW AIR CONDITIONING IN FACILITY AT 241 OHIO RIVER BLVD NEW CUMBERLAND, WV | $5,294 |
| HANCOCK COUNTY COMMISSION | ||||||
| 102 N COURT ST | NEW CUMBERLAND | WV | 26047 | NC | REVITALIZE AND REMODEL COMMUNITY SHELTER USED BY CITIZENS OF HANCOCK COUNTY WV | $25,000 |
| INDIAN CREEK SCHOOL DISTRICT | ||||||
| 200 PARK DRIVE | WINTERSVILLE | OH | 43953 | NC | CREATE A STRENGTH AND CONDITIONING ROOM FOR INDIAN CREEK ATHLETES | $50,000 |
| INDIAN CREEK HIGH SCHOOL | ||||||
| 200 PARK DRIVE | WINTERSVILLE | OH | 43953 | NC | SCHOLARSHIP | $3,000 |
| ISLAND CREEK TOWNSHIP PLEASANT HILL VFD | ||||||
| 2371 STATE ROUTE 213 | STEUBENVILLE | OH | 43952 | NC | PURCHASE RADIOS FOR DEPARTMENT TO PROVIDE COMMUNICATION WITH 911 AND FIREMEN DURING EMERGENCIES | $49,647 |
| JEFFERSON COUNTY JVS | ||||||
| 1509 COUNTY HWY 22A | BLOOMINGDALE | OH | 43910 | NC | SCHOLARSHIP | $3,000 |
| JEFFERSON COUNTY JOINT VOCATIONAL SCHOOL | ||||||
| 1509 COUNTY HWY 22A | BLOOMINGDALE | OH | 43910 | NC | PURCHASE HEAVY EQUIPMENT OPERATOR SIMULATORS FOR A NEW PROGRAM | $50,000 |
| JEFFERSON COUNTY UNITED WAY | ||||||
| PO BOX 1463 | STEUBENVILLE | OH | 43952 | NC | CAPITAL CAMPAIGN DONATION | $2,500 |
| JEFFERSON COUNTY PREVENTION AND RECOVERY BOARD | ||||||
| 524 MADISON AVE | STEUBENVILLE | OH | 43952 | NC | EXTENSIVE RENOVATION OF HOUSING FOR FAMILIES WITH BEHAVORIAL HEALTH NEEDS | $25,000 |
| MADONNA HIGH SCHOOL | ||||||
| 150 MICHAEL WAY | WEIRTON | WV | 26062 | NC | SCHOLARSHIP | $3,000 |
| OAK GLEN HIGH SCHOOL | ||||||
| 195 GOLDEN BEAR DRIVE | NEW CUMBERLAND | WV | 26047 | NC | SCHOLARSHIP | $3,000 |
| OHIO VALLEY HEALTH CENTER | ||||||
| 423 SOUTH STREET | STEUBENVILLE | OH | 43952 | NC | ANNUAL APPEAL | $2,500 |
| LAUGHLIN COMMUNITY CENTER INC | ||||||
| PO BOX 6195 | WHEELING | WV | 26003 | NC | PURCHASE A 15 PASSENGER VAN | $25,000 |
| OLD FORT STEUBEN PROJECT INC | ||||||
| 120 S THIRD ST | STEUBENVILLE | OH | 43952 | NC | REPLACE WINDOWS, DOORS, DECKING BOARDS IN AND AROUND EXHIBIT HALL | $50,000 |
| POTTERY ADDITION VFD | ||||||
| 448 KINGSDALE ROAD | STEUBENVILLE | OH | 43952 | NC | PURCHASE RADIOS TO FACILITATE COMMUNICATION DURING EMERGENCY CALLS | $46,295 |
| PUBLIC LIBRARY OF STEUBENVILLE JEFFERSON COUNTY | ||||||
| 407 S 4TH STREET | STEUBENVILLE | OH | 43952 | NC | DIGITIZE AND SAVE DOCUMENTS OF LOCAL HISTORY INTO THE LIBRARY'S DIGITAL SHOEBOX SYSTEM | $15,250 |
| SALEM TOWNSHIP TRUSTEES | ||||||
| 2478 STATE ROUTE 646 | RICHMOND | OH | 43944 | NC | ROAD IMPROVEMENT FUND | $2,500 |
| SCOTT UNITED METHODIST CHURCH FOOD PANTRY | ||||||
| PO BOX 155 | CADIZ | WV | 43907 | NC | FOOD FOR NEEDY | $1,000 |
| SMITHFIELD EVANGELICAL FRIEND CHURCH FOOD PANTRY | ||||||
| PO BOX 482 | SMITHFIELD | OH | 43948 | NC | FOOD FOR NEEDY | $1,000 |
| STEUBENVILLE CITY SCHOOLS | ||||||
| 420 NORTH FOURTH STREET | STEUBENVILLE | OH | 43952 | NC | SCHOLARSHIP | $3,000 |
| TRI-STATE UNITED SOCCER LTD | ||||||
| 995 COLLIERS WAY | WEIRTON | WV | 26062 | NC | RENOVATION OF TRI-STATE UNITED SOCCER COMPLEX-CONCESSION STAND, BATHROOMS, AND PARKING LOT | $20,000 |
| VILLAGE OF AMSTERDAM | ||||||
| PO BOX 115 | AMSTERDAM | OH | 43903 | NC | PROVIDE A SAFE PLAYGROUND AREA AT THE ROGERS PARK IN AMSTERDAM | $32,000 |
| TORONTO CITY SCHOOLS | ||||||
| 1305 DENNIS WAY | TORONTO | OH | 43964 | NC | SCHOLARSHIP | $3,000 |
| VILLAGE OF BROOKSIDE | ||||||
| 875 NATIONAL RD | BRIDGEPORT | OH | 43912 | NC | PARTIALLY FUND CONSTRUCTION OF A NEW COMMUNITY TRAINING ROOM | $45,000 |
| VILLAGE OF NEW ALEXANDRIA | ||||||
| 202 CHAPEL HILL RD | MINGO JUNCTION | OH | 43938 | NC | PURCHASE AND INSTALL NEW METAL ROOF, SOFFITT, FASCIA, AND GUTTERS ON COMMUNITY BUILDING | $23,666 |
| VILLAGE OF RICHMOND | ||||||
| 37 WEST MAIN STREET PO BOX 335 | RICHMOND | OH | 43944 | NC | REPLACE PLAYGROUND EQUIPMENT AND SUBSTRATE TOT LOT PARK ON MAIN STREET | $27,369 |
| WAYNE TOWNSHIP COMMUNITY CENTER | ||||||
| PO BOX 73 | BLOOMINGDALE | OH | 43910 | NC | ASSISTANCE WITH EXPENSE TO MAINTAIN THE COMMUNITY CENTER | $1,000 |
| WEIR HIGH SCHOOL | ||||||
| 100 RED RIDER ROAD | WEIRTON | WV | 26062 | NC | SCHOLARSHIP | $3,000 |
| WEBA OUTREACH FOOD PANTRY | ||||||
| PO BOX 265 | AMSTERDAM | OH | 43903 | NC | FOOD FOR NEEDY | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $643,811 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $30 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $425,862 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $37,767 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $425,892 | ExclusionAmt |
| Related Or Exempt Function Incm | $37,767 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $463,659 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | CASH RECEIPTS ARE USED TO ISSUE GRANTS. | RelationshipStatementTxt |
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 | $4,100 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,100 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ETRADE INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $4,868,200 | BookValueAmt |
| EOYFMV | $13,240,156 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSE | $2,928 | $0 | $2,928 |
| INSURANCE | $6,411 | $0 | $6,411 |
| DUES | $795 | $0 | $795 |
| INVESTMENT EXPENSES | $1,324 | $1,324 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $7,034 | Amt |
| Net Investment Income | $3,517 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,517 | DisbursementsCharitablePrpsAmt |
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