HUNTINGTON FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- HUNTINGTON FOUNDATION INC (EIN 55-0370129)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-08-17
- IRS object ID
- 202222299349100312
- Schema version
- 2021v4.1
- 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 | 2022-08-17T11:29:09-07:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-05-03 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELLIE RAE WRIGHT CPA | PreparerPersonNm |
| PTIN | P00190697 | PTIN |
| Phone | 3046977083 | PhoneNum |
| Preparation | 2022-08-17 | 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 | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,446,736 | 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 | $47,981 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $47,981 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $105,800 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $105,800 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $45,512 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $903,184 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $45,512 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $199,293 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $199,293 | 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 | $4,016 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,213 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $803 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Interest Rev And Expnss | $5,963 | InterestRevAndExpnssAmt |
| Taxes Rev And Expnss | $733 | 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 | $21,794 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $16,346 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,448 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $54,346 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $40,739 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,911 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $328,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $328,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $382,346 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $40,739 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $334,911 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$183,053 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $158,554 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,815 | CashBOYAmt |
| Cash EOY | $4,499 | CashEOYAmt |
| Cash EOYFMV | $4,499 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $350,462 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $152,997 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $152,997 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $447 | AcctRcvblAmt |
| Acct Rcvbl BOY | $43 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $447 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $447 | AcctRcvblEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Prepaid Expenses BOY | $1,818 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,897 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,897 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $1,149,278 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $670,050 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $670,050 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,591,438 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,435,971 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,435,971 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $746,145 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,177,185 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,177,185 | 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 | $4,992 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,690 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,690 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,846,991 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,446,736 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,446,736 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $4,245 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $3,225 | AccountsPayableEOYAmt |
| Grants Payable BOY | $235,054 | GrantsPayableBOYAmt |
| Grants Payable EOY | $87,037 | 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 | $239,299 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $90,262 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $6,607,692 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $7,356,474 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,607,692 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,356,474 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,846,991 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,446,736 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,607,692 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$183,053 | ExcessRevenueOverExpensesAmt |
| Other Increases | $931,835 | OtherIncreasesAmt |
| Subtotal | $7,356,474 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $7,356,474 | 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 | $903,184 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $857,672 | CostOrOtherBasisAmt |
| Gain Or Loss | $45,512 | GainOrLossAmt |
| FMV As Of123169 | $0 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $0 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $45,512 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $45,512 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,204 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,204 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,204 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,000 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $2,000 | OriginalReturnTaxPaidAmt |
| Tax Due | $204 | 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 | $6,974,206 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $202,327 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $6,033 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,182,566 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $7,182,566 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $107,738 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,074,828 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $353,741 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $353,741 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,204 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,204 | TotalTaxAmt |
| Distributable Before Adj | $351,537 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $351,537 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $351,537 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $334,911 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $334,911 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $351,537 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $298,585 | 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 | $334,911 | QualifyingDistributionsAmt |
| Applied To Year1 | $298,585 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $36,326 | 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 | $315,211 | 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 | FORESTRENEWAL | $25,000 |
| FACING HUNGER FOOD BANK | ||||||
| 1327 7TH AVE | HUNTINGTON | WV | 25701 | N/A | GENERALSUPPORT | $10,000 |
| KEITH-ALBEE PERFORMING ARTS CENTER | ||||||
| 925 4TH AVE | HUNTINGTON | WV | 25701 | N/A | CONSTRUCTIONDRAWINGS | $125,000 |
| HUNTINGTON YMCA | ||||||
| 935 10TH AVE | HUNTINGTON | WV | 25701 | N/A | HVACUPGRADES | $25,000 |
| AMERICAN PRINTING HOUSE FOR THE BLIND | ||||||
| 1839 FRANKFORT AVE | LOUISVILLE | KY | 40206 | N/A | CONFERENCEEXPENSES | $10,000 |
| CITY OF HUNTINGTON FOUNDATION | ||||||
| P O BOX 564 | HUNTINGTON | WV | 25710 | N/A | COMPASS PROJECT | $15,000 |
| MARSHALL ARTISTS SERIES | ||||||
| ONE JOHN MARSHALL DRIVE | HUNTINGTON | WV | 25755 | N/A | MEMORIAL | $10,000 |
| RENEWALL INC | ||||||
| 610 WEST 14TH STREET | HUNTINGTON | WV | 25704 | N/A | GAZEBO | $20,000 |
| BUCKSKIN COUNCIL BOY SCOUTS OF AMERICA | ||||||
| 2829 KANAWHA BLVD EAST | CHARLESTON | WV | 25311 | N/A | SCOUTREACHPARTICIPANTS | $25,000 |
| UNLIMITED FUTURE INC | ||||||
| 1650 8TH AVE | HUNTINGTON | WV | 25703 | N/A | MURAL PROJECT | $5,000 |
| HUNTINGTON HIGH SCHOOL | ||||||
| 1 HIGHLANDER WAY | HUNTINGTON | WV | 25701 | N/A | TRANSPORTATIONVOUCHERS | $1,000 |
| ROTARY CLUB OF HUNTINGTON | ||||||
| P O BOX 1311 | HUNTINGTON | WV | 25711 | N/A | OPERATINGEXPENSES | $5,000 |
| CABELL COUNTY LIBRARY | ||||||
| 455 9TH STREET | HUNTINGTON | WV | 25701 | N/A | BARBOURSVILLELIBRARYCONSTRUCTION | $10,000 |
| TEAM FOR WV CHILDREN | ||||||
| 1002 3RD AVE | HUNTINGTON | WV | 25701 | N/A | CHILDABUSEPREVENTION | $2,000 |
| ALZHEIMER'S ASSOCIATION | ||||||
| 1601 2ND AVE | CHARLESTON | WV | 25387 | N/A | TRAINING FOR DOCTORS | $20,000 |
| DEVELOPMENTAL THERAPY CENTER INC | ||||||
| 803 7TH AVE | HUNTINGTON | WV | 25701 | N/A | THERAPY FOR CHILDREN | $10,000 |
| HUNTINGTON SYMPHONY ORCHESTRA | ||||||
| 763 3RD AVE | HUNTINGTON | WV | 25701 | N/A | GENERAL SUPPORT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $328,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 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 |
| MARSHALL UNIVERSITY MEDICAL SCHOOL | ||||||
| 1600 MEDICAL CENTER DR | HUNTINGTON | WV | 25701 | N/A | SCHOLARSHIPS | $9,681 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $87,037 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $47,981 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $105,800 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $45,512 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $199,293 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $199,293 | 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 | $4,016 | Amt |
| Net Investment Income | $3,213 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $803 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (34 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| 615 SH INTL BUSINESS MACHINES | 2014-10 | Purchased | 2021-01 | $78,881 | $93,922 | -$15,041 |
| WELLS FARGO LITIGATION SETTLEMENT | 2016-06 | Purchased | 2021-01 | $70 | $0 | $70 |
| 840 SH BANK OF NEW YORK MELLON | 2017-09 | Purchased | 2021-02 | $35,429 | $44,033 | -$8,604 |
| 750 SH GLAXOSMITHKLINE PLC | 2014-10 | Purchased | 2021-02 | $28,018 | $31,049 | -$3,031 |
| 680 SH MEDTRONIC PLC | 2017-11 | Purchased | 2021-03 | $80,600 | $56,138 | $24,462 |
| 715 SH EXXON MOBIL CORP | 2015-12 | Purchased | 2021-03 | $43,094 | $51,113 | -$8,019 |
| 1135 SH INTEL CORP | 2015-03 | Purchased | 2021-03 | $71,869 | $33,568 | $38,301 |
| 600 SH KELLOGG CO | 2015-05 | Purchased | 2021-03 | $35,892 | $39,956 | -$4,064 |
| 695 SH ROYAL DUTCH SHELL PLC | 2014-06 | Purchased | 2021-03 | $28,787 | $42,031 | -$13,244 |
| TOTAL SYSTEMS SVCS 3.8% | 2020-09 | Purchased | 2021-03 | $10,000 | $10,147 | -$147 |
| ABBVIE INC 2.3% | 2016-05 | Purchased | 2021-04 | $25,000 | $25,000 | $0 |
| DUPONT DE NEMOURS INC 2.169% | 2021-01 | Purchased | 2021-05 | $50,000 | $50,389 | -$389 |
| 19 SH ORGANON & CO | 2019-03 | Purchased | 2021-06 | $556 | $695 | -$139 |
| WELLS FARGO & CO 2% | 2016-06 | Purchased | 2021-06 | $25,000 | $25,000 | $0 |
| BARCLAY'S BANK PLC 1.2% | 2020-07 | Purchased | 2021-07 | $50,000 | $50,000 | $0 |
| DISCOVERY COMMUNICATIONS 3.3% | 2015-10 | Purchased | 2021-08 | $25,589 | $25,000 | $589 |
| WALGREENS BOOTS AL 3.3% | 2015-11 | Purchased | 2021-09 | $25,000 | $25,000 | $0 |
| 175 SH CLOROX CO | 2019-02 | Purchased | 2021-10 | $27,872 | $29,011 | -$1,139 |
| 1860 SH AT&T INC | 2014-06 | Purchased | 2021-11 | $46,190 | $59,376 | -$13,186 |
| 105 SH BP PLC | 2020-02 | Purchased | 2021-11 | $2,918 | $3,150 | -$232 |
| 45 SH CAMPBELL SOUP CO | 2019-02 | Purchased | 2021-11 | $1,830 | $1,541 | $289 |
| 200 SH COLGATE PALMOLIVE CO | 2020-03 | Purchased | 2021-11 | $15,475 | $13,956 | $1,519 |
| 45 SH CONSOLIDATED EDISON INC | 2020-02 | Purchased | 2021-11 | $3,460 | $3,566 | -$106 |
| 6404.03 SH STRATEGIC VALUE DIV FUND | 2014-06 | Purchased | 2021-11 | $36,887 | $40,000 | -$3,113 |
| 50 SH FISERV INC | 2020-02 | Purchased | 2021-11 | $5,001 | $5,319 | -$318 |
| 600 SH GENERAL MILLS INC | 2014-11 | Purchased | 2021-11 | $37,422 | $20,013 | $17,409 |
| 352 SH INGERSOLL RAND INC | 2017-11 | Purchased | 2021-11 | $20,374 | $7,814 | $12,560 |
| 145 SH OTIS WORLDWIDE CORP | 2014-09 | Purchased | 2021-11 | $11,888 | $8,536 | $3,352 |
| 845 SH TRUIST FINL CORP | 2017-05 | Purchased | 2021-11 | $54,426 | $37,901 | $16,525 |
| 70 SH VODAFONE GROUP PLC | 2019-02 | Purchased | 2021-11 | $1,060 | $1,298 | -$238 |
| 35 SH YUM BRANDS INC | 2020-02 | Purchased | 2021-11 | $4,415 | $3,150 | $1,265 |
| ISHARES CORE 1-5 YEAR USD BD ETF | Purchased | 2021-12 | $89 | $0 | $89 | |
| PERFORMANCE TRUST STRAT BD FD | 2021-12 | $92 | $0 | $92 | ||
| 800 SH NEXTERA ENERGY 5.25 PFD | 2016-05 | Purchased | 2021-12 | $20,000 | $20,000 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | VARIOUS CORPORATE BONDS | BondNm |
| EOY Book Value | $1,177,185 | EOYBookValueAmt |
| EOYFMV | $1,177,185 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VARIOUS CORPORATE EQUITY ACCOUNTS | $2,807,182 | $2,807,182 |
| UNREALIZED GAIN/(LOSS) ON AFS | $2,628,789 | $2,628,789 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $670,050 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $670,050 | 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 | $3,471 | $2,603 | $868 |
| POST OFFICE BOX RENT | $350 | $263 | $87 |
| INVESTMENT | $17,636 | $13,227 | $4,409 |
| MEETINGS | $76 | $57 | $19 |
| MISC EXPENSE | $261 | $196 | $65 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $931,835 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE | CategoryTxt |
| Amt | $733 | Amt |
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