HUNTINGTON FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- HUNTINGTON FOUNDATION INC (EIN 55-0370129)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202313199349101236
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Land Etc Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T06:34:47-08:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | 2023-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LEON | PersonFirstNm |
| Person Last | OXLEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| 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 | 2023-11-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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 | $6,474,045 | 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 | $52,623 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $52,623 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $108,506 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $108,506 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $258,087 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,242,904 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $258,087 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $419,216 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $419,216 | 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 | $5,425 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,340 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,085 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $2,604 | 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 | $21,201 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15,902 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,299 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $51,070 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $41,422 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,044 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $338,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $338,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $389,670 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $41,422 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $345,644 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $29,546 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $377,794 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,499 | CashBOYAmt |
| Cash EOY | $5,462 | CashEOYAmt |
| Cash EOYFMV | $5,462 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $152,997 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $27,922 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $27,922 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $301 | AcctRcvblAmt |
| Acct Rcvbl BOY | $447 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $301 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $301 | AcctRcvblEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Prepaid Expenses BOY | $1,897 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,977 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,977 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $670,050 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $644,634 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $644,634 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $5,435,971 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,138,330 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,138,330 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,177,185 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,649,320 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,649,320 | 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 | $3,690 | OtherAssetsBOYAmt |
| Other Assets EOY | $6,099 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $6,099 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $7,446,736 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,474,045 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,474,045 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $3,225 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $2,906 | AccountsPayableEOYAmt |
| Grants Payable BOY | $87,037 | 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 | $90,262 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $80,262 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $7,356,474 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $6,393,783 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,356,474 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,393,783 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,446,736 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,474,045 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,356,474 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $29,546 | ExcessRevenueOverExpensesAmt |
| Subtotal | $7,386,020 | SubtotalAmt |
| Other Decreases | $992,237 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,393,783 | 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 | $2,242,904 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $1,984,817 | CostOrOtherBasisAmt |
| Gain Or Loss | $258,087 | GainOrLossAmt |
| FMV As Of123169 | $0 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $0 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $258,087 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $258,087 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,251 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,251 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,251 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,400 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,400 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $2,400 | OriginalReturnTaxPaidAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1 | EsPenaltyAmt |
| Tax Due | $2,852 | 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 | $6,682,978 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $84,677 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $8,377 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,776,032 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $6,776,032 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $101,640 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,674,392 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $333,720 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $333,720 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,251 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,251 | TotalTaxAmt |
| Distributable Before Adj | $328,469 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $328,469 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $328,469 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $345,644 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $345,644 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $328,469 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $315,211 | 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 | $345,644 | QualifyingDistributionsAmt |
| Applied To Year1 | $315,211 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $30,433 | 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 | $298,036 | 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 (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| HERITAGE FARM FOUNDATION | ||||||
| 3300 HARVEY ROAD | HUNTINGTON | WV | 25704 | N/A | ENCLOSUREFOR ELKHERD | $12,500 |
| HERITAGE FARM FOUNDATION | ||||||
| 3300 HARVEY ROAD | HUNTINGTON | WV | 25704 | N/A | DRY SNOWSKI SLOPE | $30,000 |
| KEITH-ALBEE PERFORMING ARTS CENTER | ||||||
| 925 4TH AVE | HUNTINGTON | WV | 25701 | N/A | CONSTRUCTIONWALL REBUILD | $30,000 |
| HUNTINGTON YMCA | ||||||
| 935 10TH AVE | HUNTINGTON | WV | 25701 | N/A | HVACUPGRADES | $97,500 |
| HUNTINGTON AREA DEVELOPMENT COUNCIL | ||||||
| 916 5TH AVE 400 | HUNTINGTON | WV | 25701 | N/A | GENERAL USE | $500 |
| CITY OF HUNTINGTON FOUNDATION | ||||||
| P O BOX 564 | HUNTINGTON | WV | 25710 | N/A | 14TH STEET WESTPROJECT | $6,500 |
| BUCKSKIN COUNCIL BOY SCOUTS OF AMERICA | ||||||
| 2829 KANAWHA BLVD EAST | CHARLESTON | WV | 25311 | N/A | SCOUTREACHPROGRAMCABELL/WAYNE | $25,000 |
| HUNTINGTON HIGH SCHOOL | ||||||
| 1 HIGHLANDER WAY | HUNTINGTON | WV | 25701 | N/A | TRANSPORTATIONVOUCHERS | $1,000 |
| MARSHALL UNIVERSITY FOUNDATION | ||||||
| 519 JOHN MARSHALL DR | HUNTINGTON | WV | 25703 | N/A | MEDICAL STUDENTSCHOLARSHIPS | $10,000 |
| HUNTINGTON BLUES SOCIETY | ||||||
| 6090 KYLE LANE | HUNTINGTON | WV | 25702 | N/A | HARMONICAS FORCHILDREN'SWORKSHOPS | $400 |
| UNITED WAY OF THE RIVER CITIES | ||||||
| 820 MADISON AVE | HUNTINGTON | WV | 25704 | N/A | READ ACROSSTHETRI-STATE | $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 | EDUCATIONGALLERY RENOVATIONS | $15,000 |
| MARSHALL HEALTH | ||||||
| 1600 MEDICAL CENTER DR | HUNTINGTON | WV | 25701 | N/A | DIABETICRETINOPATHYTESTING EQUIP | $25,200 |
| HIGHLAWN ALLIANCE | ||||||
| P O BOX 3193 | HUNTINGTON | WV | 25702 | N/A | MATCHCONNECTIVITYSTUDY | $15,000 |
| LILY'S PLACE | ||||||
| 1320 7TH AVE | HUNTINGTON | WV | 25701 | N/A | SPECIALIZEDMONITORINGEQUIPMENT | $15,000 |
| COALITION FOR THE HOMELESS | ||||||
| 627 4TH AVE | HUNTINGTON | WV | 25701 | N/A | CONCEPTUALDRAWINGS | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $338,600 | 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 | $52,623 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $108,506 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $258,087 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $419,216 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $419,216 | 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 | $5,425 | Amt |
| Net Investment Income | $4,340 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,085 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (77 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| MARIOTT INTL INC 2.3% | 2020-09 | Purchased | 2022-01 | $10,000 | $10,165 | -$165 |
| 320 SH AFLAC INC | 2014-09 | Purchased | 2022-04 | $21,097 | $12,391 | $8,706 |
| 890 SH BRISTOL MYERS SQUIBB | 2014-06 | Purchased | 2022-04 | $68,089 | $48,259 | $19,830 |
| 150 SH DT MIDSTREAM INC | 2004-12 | Purchased | 2022-04 | $8,742 | $1,984 | $6,758 |
| 30 SH DOLLAR GENERAL | 2019-02 | Purchased | 2022-04 | $7,743 | $4,158 | $3,585 |
| 213 SH DUPONT DE NEMOURS INC | 2015-05 | Purchased | 2022-04 | $14,990 | $14,292 | $698 |
| 100 SH EMERSON ELEC CO | 2014-09 | Purchased | 2022-04 | $9,700 | $5,786 | $3,914 |
| 4,013.014 SH FEDERATED TOTAL RETURN ULTRA | 2021-03 | Purchased | 2022-04 | $36,318 | $37,000 | -$682 |
| 20 SH L3 HARRIS TECH INC | 2020-02 | Purchased | 2022-04 | $5,131 | $3,845 | $1,286 |
| 190 SH MERCK & CO INC | 2019-03 | Purchased | 2022-04 | $16,303 | $14,494 | $1,809 |
| 240 SH ORACLE CORP | 2017-11 | Purchased | 2022-04 | $19,310 | $11,804 | $7,506 |
| 40 SH REPUBLIC SVCS INC | 2020-02 | Purchased | 2022-04 | $5,375 | $3,519 | $1,856 |
| 400 SH TIX INC | 2019-10 | Purchased | 2022-04 | $26,611 | $23,720 | $2,891 |
| 1,260 SH US BANCORP | 2015-05 | Purchased | 2022-04 | $67,215 | $62,817 | $4,398 |
| 25 SH VERISK ANALYTICS INC | 2020-02 | Purchased | 2022-04 | $5,423 | $3,760 | $1,663 |
| 250 SH PAYPAL HLDGS INC | 2019-09 | Purchased | 2022-05 | $19,900 | $26,486 | -$6,586 |
| 55 SH PINNACLE WEST CAP CORP | 2019-02 | Purchased | 2022-05 | $4,316 | $4,911 | -$595 |
| 290 SH CARRIER GLOBAL CORP | 2014-09 | Purchased | 2022-07 | $10,847 | $5,693 | $5,154 |
| 200 SH CISCO SYS INC | 2014-06 | Purchased | 2022-07 | $8,830 | $4,956 | $3,874 |
| 400 SH DOW INC | 2015-05 | Purchased | 2022-07 | $21,011 | $20,993 | $18 |
| 1,000 SH MDU RESOURCES GROUP | 2014-09 | Purchased | 2014-09 | $26,632 | $25,763 | $869 |
| 150 SH TRANE TECH PLC | 2017-11 | Purchased | 2022-08 | $23,879 | $10,132 | $13,747 |
| AETNA INC 2.75% | 2017-11 | Purchased | 2022-08 | $25,000 | $25,000 | $0 |
| 100 SH CUMMINS INC | 2015-12 | Purchased | 2022-08 | $22,672 | $14,060 | $8,612 |
| DIAGO CAP PLC 1.375% | 2021-07 | Purchased | 2022-08 | $46,455 | $50,989 | -$4,534 |
| 400 SH EMERSON ELEC CO | 2014-09 | Purchased | 2022-08 | $34,985 | $23,142 | $11,843 |
| GILEAD SCIENCES INC 1.2% | 2021-10 | Purchased | 2022-08 | $43,624 | $48,325 | -$4,701 |
| INTUIT INC 1.35% | 2021-10 | Purchased | 2022-08 | $44,326 | $49,109 | -$4,783 |
| 475 SH ISHARES BARCLAYS TIP BOND | 2021-03 | Purchased | 2022-08 | $54,876 | $59,658 | -$4,782 |
| 3,120 SH ISHARES CORE 1-5 YEAR BD | 2021-03 | Purchased | 2022-08 | $147,763 | $160,150 | -$12,387 |
| 100 SH LILLY ELI & CO | 2016-06 | Purchased | 2022-08 | $31,649 | $8,431 | $23,218 |
| LUANA SAVINGS BANK CD .40% | 2020-07 | Purchased | 2022-08 | $47,221 | $50,000 | -$2,779 |
| 400 SH MARATHON PETE CORP | 2018-01 | Purchased | 2022-08 | $41,635 | $27,823 | $13,812 |
| 300 SH MICROCHIP TECH INC | 2014-11 | Purchased | 2022-08 | $20,793 | $9,551 | $11,242 |
| ORACLE CORP 1.65% | 2022-01 | Purchased | 2022-08 | $90,508 | $98,920 | -$8,412 |
| 500 SH ORACLE CORP | 2017-11 | Purchased | 2022-08 | $38,384 | $24,591 | $13,793 |
| PFIZER INC SR UNSEC .80% | 2021-04 | Purchased | 2022-08 | $23,223 | $25,075 | -$1,852 |
| PINNACLE WEST CAP SR UNSEC 1.3% | 2021-10 | Purchased | 2022-08 | $46,143 | $49,618 | -$3,475 |
| 155 SH PROCTOR & GAMBLE CO | 2014-05 | Purchased | 2022-08 | $22,817 | $11,325 | $11,492 |
| PUBLIC STORAGE SR NOTE 2.37% | 2017-12 | Purchased | 2022-08 | $50,000 | $50,000 | $0 |
| SALLIE MAE BK CD .80% | 2020-07 | Purchased | 2022-08 | $46,233 | $49,749 | -$3,516 |
| 100 SH ACCENTURE PLC IRELAND | 2020-02 | Purchased | 2022-09 | $27,477 | $24,766 | $2,711 |
| ABBVIE INC 3.2% | 2018-02 | Purchased | 2022-09 | $25,000 | $25,000 | $0 |
| 300 SH ALPHABET INC | 2017-06 | Purchased | 2022-09 | $30,959 | $17,725 | $13,234 |
| 550 SH BAXTER INTL INC | 2014-09 | Purchased | 2022-09 | $32,504 | $21,958 | $10,546 |
| 200 SH CISCO SYS INC | 2014-06 | Purchased | 2022-09 | $8,719 | $4,956 | $3,763 |
| 150 SH CORTEVA INC | 2015-05 | Purchased | 2022-09 | $9,197 | $3,876 | $5,321 |
| EXCHANGE BANK CD .4% | 2020-07 | Purchased | 2022-09 | $46,737 | $50,000 | -$3,263 |
| HONEYWELL INTL 1.1% | 2021-08 | Purchased | 2022-09 | $44,004 | $49,968 | -$5,964 |
| 100 SH JOHNSON & JOHNSON | 2015-03 | Purchased | 2022-09 | $16,535 | $7,341 | $9,194 |
| 50 SH LILLY ELI & CO | 2016-06 | Purchased | 2022-09 | $15,483 | $4,215 | $11,268 |
| 50 SH MICROSOFT CORP | 2015-03 | Purchased | 2022-09 | $12,313 | $1,841 | $10,472 |
| 300 SH MICROCHIP TECH INC | 2014-11 | Purchased | 2022-09 | $19,542 | $9,551 | $9,991 |
| CHARLES SCHWAB 1.15% | 2021-05 | Purchased | 2022-09 | $44,580 | $49,994 | -$5,414 |
| SUMITOMO MITSUI FIN GRP 1.474% | 2021-10 | Purchased | 2022-09 | $45,535 | $49,970 | -$4,435 |
| 100 SH TEXAS INSTR INC | 2009-12 | Purchased | 2022-09 | $16,564 | $2,553 | $14,011 |
| 90 SH UNITED PARCEL SERVICE INC | 2015-03 | Purchased | 2022-09 | $16,102 | $9,546 | $6,556 |
| NORTHFIELD BANK CD 2% | 2022-08 | Purchased | 2022-10 | $50,000 | $49,996 | $4 |
| 4,567.9 SH EATON VANCE SHORT DUR GOVT | 2021-03 | Purchased | 2022-10 | $34,716 | $37,000 | -$2,284 |
| 200 SH ISHARES BARCLAYS TIP BOND FD | 2021-03 | Purchased | 2022-10 | $21,142 | $25,119 | -$3,977 |
| 200 SH ISHARES BARCLAYS TIP BOND FD | 2021-03 | Purchased | 2022-11 | $21,448 | $25,119 | -$3,671 |
| CENTURY LINK CLASS ACTION | Purchased | 2022-11 | $125 | $0 | $125 | |
| FIRST TRUST MERGER FD | Purchased | 2022-12 | $289 | $0 | $289 | |
| 250 SH TRANE TECH PLC | 2017-11 | Purchased | 2022-12 | $43,981 | $16,887 | $27,094 |
| ALTRIA GROUP INC 2.35% | 2021-10 | Purchased | 2022-12 | $47,014 | $51,474 | -$4,460 |
| 50 SH AMGEN INC | 2017-05 | Purchased | 2022-12 | $14,217 | $8,097 | $6,120 |
| APPLE INC 1.125% | 2021-08 | Purchased | 2022-12 | $46,180 | $50,698 | -$4,518 |
| 50 SH AUTOMATIC DATA PROC | 2017-05 | Purchased | 2022-12 | $12,914 | $5,229 | $7,685 |
| PNC BK NATL ASSN 2.5% | 2020-06 | Purchased | 2022-12 | $47,988 | $50,883 | -$2,895 |
| BANK OF AMERICA CORP 1.2% | 2021-07 | Purchased | 2022-12 | $17,272 | $19,973 | -$2,701 |
| 250 SH CORTEVA INC | 2015-05 | Purchased | 2022-12 | $16,002 | $6,461 | $9,541 |
| 300 SH DTE ENERGY CO | 2004-12 | Purchased | 2022-12 | $34,489 | $10,898 | $23,591 |
| 400 SH ISHARES BARCLAYS TIP BOND | 2021-03 | Purchased | 2022-12 | $42,683 | $50,238 | -$7,555 |
| JUNIPER NETWORKS SR NT 1.2% | 2021-06 | Purchased | 2022-12 | $22,293 | $24,941 | -$2,648 |
| 100 SH MICROCHIP TECH INC | 2014-11 | Purchased | 2022-12 | $7,514 | $3,184 | $4,330 |
| SYSTEM ENERGY RESOURCES INC 2.14% | 2021-10 | Purchased | 2022-12 | $18,173 | $20,363 | -$2,190 |
| 100 SH TEXAS INSTR INC | 2009-12 | Purchased | 2022-12 | $17,444 | $2,553 | $14,891 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | VARIOUS CORPORATE BONDS | BondNm |
| EOY Book Value | $1,649,320 | EOYBookValueAmt |
| EOYFMV | $1,649,320 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VARIOUS CORPORATE EQUITY ACCOUNTS | $2,517,956 | $2,517,956 |
| UNREALIZED GAIN/(LOSS) ON AFS | $1,620,374 | $1,620,374 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $644,634 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $644,634 | 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 Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $992,237 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $3,606 | $2,705 | $901 |
| POST OFFICE BOX RENT | $364 | $273 | $91 |
| INVESTMENT | $17,113 | $12,835 | $4,278 |
| MEETINGS | $93 | $70 | $23 |
| MISC EXPENSE | $25 | $19 | $6 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE | CategoryTxt |
| Amt | $2,604 | Amt |
Comments