CHARLES M PUGLIESE & THELMA M PUGLI: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- CHARLES M PUGLIESE & THELMA M PUGLI (EIN 34-1784660)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-13
- IRS object ID
- 202231339349100923
- Schema version
- 2021v4.2
- 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
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-13T08:07:29-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | WILLIAM MCELWAIN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7402645429 | PhoneNum |
| Signature | 2022-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WILLIAM | PersonFirstNm |
| Person Last | MCELWAIN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL G DIDOMENICOCPA | PreparerPersonNm |
| PTIN | P00185442 | PTIN |
| Phone | 7402824553 | PhoneNum |
| Preparation | 2022-05-13 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
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 |
| 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 | $15,118,641 | 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 | $16 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $16 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $490,950 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $490,950 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$27,180 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $178,797 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $463,786 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $490,966 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $34,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $17,250 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $17,250 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $9,551 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $9,551 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,925 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,925 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $7,842 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,921 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $3,921 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $12,657 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $12,657 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $9,732 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,175 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $8,557 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $78,207 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $22,346 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $55,861 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $524,630 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $524,630 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $602,837 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $22,346 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $580,491 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$139,051 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $468,620 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $166,798 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $233,723 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $233,723 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $5,438,152 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,232,176 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $14,884,918 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,604,950 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,465,899 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,118,641 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $5,604,950 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,465,899 | 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 | $5,604,950 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,465,899 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,604,950 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,465,899 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,604,950 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$139,051 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,465,899 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,465,899 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| E*TRADE-CASH IN LIEU | P | 2011-12-20 | 2021-10-13 | $21 | $11 | $10 | $10 |
| E*TRADE | P | 2020-01-01 | 2021-12-31 | $178,776 | $205,966 | -$27,190 | -$27,190 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$27,180 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,514 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,514 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,514 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,000 | 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 | $6,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $514 | TaxDueAmt |
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 | WILLIAM MCELWAIN | IndividualWithBooksNm |
| Phone | 7402645429 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2436 ALEXANDER AVE E | AddressLine1Txt |
| City | STEUBENVILLE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43952 | 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 | $11,500 | $0 | $0 |
| H LEE KINNEY | ||||||||
| 350 HARMONY | WINTERSVILLE | OH | 43953 | TRUSTEE | 2.00 | $11,500 | $0 | $0 |
| THOMAS P TIMMONS | ||||||||
| 214 OPAL BLVD | STEUBENVILLE | OH | 43952 | TRUSTEE | 2.00 | $11,500 | $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 | $14,198,461 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $176,464 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,374,925 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,374,925 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $215,624 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,159,301 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $707,965 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $707,965 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,514 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,514 | TotalTaxAmt |
| Distributable Before Adj | $701,451 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $701,451 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $701,451 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $580,491 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $580,491 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $701,451 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $522,675 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $580,491 | QualifyingDistributionsAmt |
| Applied To Year1 | $522,675 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $57,816 | 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 | $643,635 | 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 | WILLIAM MC ELWAIN | 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 |
| Recipient Email Address | BWMCELWAIN@COMCAST.NET | RecipientEmailAddressTxt |
| 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 (42 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 |
| AMSTERDAM VOLUNTEER FIRE DEPARTMENT | ||||||
| 6223 STEUBENVILLE RD SE | AMSTERDAM | OH | 43903 | NC | CURRENT EXPENSES | $1,000 |
| EASTERN OHIO CORRECTION CENTER | ||||||
| PO BOX 2400 | WINTERSVILLE | OH | 43953 | NC | SEASONAL HOLIDAY CELEBRATION FOR DETAINEES | $2,500 |
| EDISON LOCAL SCHOOL DISTRICT | ||||||
| PO BOX 308 | RICHMOND | OH | 43944 | NC | SCHOLARSHIP | $3,000 |
| FRIENDS OF WIDOWS AND ORPHANS | ||||||
| 1203 MARYLAND AVENUE | STEUBENVILLE | OH | 43952 | NC | PROVIDE FINANCIAL HELP TO WIDOWS AND ORPHANS THROUGH PUBLIC CHARITY | $3,000 |
| HANCOCK COUNTY HUMANE FOUNDATION | ||||||
| 241 OHIO RIVER BLVD | NEW CUMBERLAND | WV | 26047 | NC | SPAY AND NEUTER ANIMALS | $7,000 |
| HANCOCK COUNTY HUMANE FOUNDATION | ||||||
| 241 OHIO RIVER BLVD | NEW CUMBERLAND | WV | 26047 | NC | REROUTE AIR FLOW FROM HEATING AND AIR CONDITIONING SYSTEMS | $8,710 |
| INDIAN CREEK HIGH SCHOOL | ||||||
| 200 PARK DRIVE | WINTERSVILLE | OH | 43953 | NC | SCHOLARSHIP | $3,000 |
| JEFFERSON COUNTY ANIMAL WELFARE LEAGUE | ||||||
| 98 CASTLE DRIVE | BLOOMINGDALE | OH | 43910 | NC | PROVIDE SPAY/NEUTER PROCEDURES,FOOD, MEDICAL CARE AND SHELTER FOR HOMELESS ANIMALS | $10,000 |
| JEFFERSON COUNTY JVS | ||||||
| 1509 COUNTY HWY 22A | BLOOMINGDALE | OH | 43910 | NC | SCHOLARSHIP | $3,000 |
| JEFFERSON COUNTY UNITED WAY | ||||||
| PO BOX 1463 | STEUBENVILLE | OH | 43952 | NC | CAPITAL CAMPAIGN DONATION | $1,500 |
| 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 YOUTH NETWORK | ||||||
| 301 NORTH FOURTH STREET | STEUBENVILLE | OH | 43952 | NC | RENOVATE ART/SEWING/HOME ECONOMICS ROOM IN YOUTH CENTER | $15,000 |
| RICHMOND COMMUNITY HISTORICAL SOCIETY | ||||||
| PO BOX 1 | RICHMOND | OH | 43944 | NC | COVER EXPENSE TO INSTALL AIR CONDITIONER IN CREW HOUSE MUSEUM | $1,500 |
| STEUBENVILLE BASEBALL ASSOCIATION | ||||||
| PO BOX 22 | STEUBENVILLE | OH | 43952 | NC | CONSTRUCT NEW DUGOUTS AT BALL FIELDS IN BELLEVIEW PARK | $34,000 |
| STEUBENVILLE CITY SCHOOLS | ||||||
| 420 NORTH FOURTH STREET | STEUBENVILLE | OH | 43952 | NC | SCHOLARSHIP | $3,000 |
| TORONTO CITY SCHOOLS | ||||||
| 1305 DENNIS WAY | TORONTO | OH | 43964 | NC | SCHOLARSHIP | $3,000 |
| WEIR HIGH SCHOOL | ||||||
| 100 RED RIDER ROAD | WEIRTON | WV | 26062 | NC | SCHOLARSHIP | $3,000 |
| CATHOLIC CENTRAL HIGH SCHOOL | ||||||
| 320 WEST VIEW AVENUE | STEUBENVILLE | OH | 43952 | NC | LAPTOP COMPUTERS FOR TEACHERS | $10,000 |
| VILLAGE OE NEW ALEXANDRIA | ||||||
| 202 CHAPEL HILL RD | MINGO JUNCTION | OH | 43938 | NC | INSTALL TWO ENTRY DOORS AND CARPETING IN THE COMMUNITY BUILDING | $8,000 |
| CENTER FOR HOPE FRIENDSHIP ROOM | ||||||
| 419 LOGAN STREET | STEUBENVILLE | OH | 43952 | NC | INSTALL ELECTRICAL SERVICE FOR MISSION HOME | $17,500 |
| DILLONVALE FOOD PANTRY | ||||||
| 11 SMITHFIELD STREET | DILLONVALE | OH | 43917 | NC | PURCHASE FREEZER FOR FOOD PANTRY | $630 |
| FRANCISCAN UNIVERSITY OF STEUBENVILLE | ||||||
| 1235 UNIVERSITY BOULEVARD | STEUBENVILLE | OH | 43952 | NC | EXPAND SIZE OF ICE RINK LOCATED ON UNIVERSITY PROPERTY | $15,000 |
| GREAT STONE VIADUCT HSTORICAL SOCIETY | ||||||
| PO BOX 145 | BELLAIRE | OH | 43906 | NC | CONSTRUCTION OF A PARK, WALKING AND BIKING TRAIL | $55,000 |
| HANCOCK COUNTY MUSEUM | ||||||
| 156 VALLEY WAY | WEIRTON | WV | 26062 | NC | REPLACE WINDOWS IN MUSEUM | $25,000 |
| HARRISON COUNTY TOURISM COUNCIL INC | ||||||
| 143 SOUTH MAN STREET | CADIZ | OH | 43907 | NC | CONSTRUCTION OF OUTDOOR STAGE AT SALLY BUFFALO PARK | $25,000 |
| JEFFERSON COUNTY SOIL AND CONSERVATION DISTRICT | ||||||
| 500 MARKET ST MEZZANINE SUITE 4 | STEUBENVILLE | OH | 43952 | NC | CONSTRUCTION OF AN OUTDOOR CLASSROOM AREA AND RESTROOM | $37,500 |
| OHIO VALLEY HEALTH CENTER | ||||||
| 423 SOUTH STREET | STEUBENVILLE | OH | 43952 | NC | PURCHASE APPLIANCES AND UPGRADE COMPUTER SYSTEMS | $25,000 |
| SALINE TOWNSHIP EMS | ||||||
| PO BOX 177 | HAMMONDSVILLE | OH | 43930 | NC | REPLACE CARDIAC MONITOR | $26,000 |
| ST PAUL SCHOOL | ||||||
| 140 WALNUT STREET | WEIRTON | WV | 26062 | NC | PURCHASE PROMETHEAN BOARDS AND SUMSUNG TELEVISION | $5,000 |
| THE CITY OF FOLLANSBEE | ||||||
| 872 MAIN STREET | FOLLANSBEE | WV | 26037 | NC | RENOVATE THE RAYMOND STOAKS PLAZA NEXT TO THE CITY'S MUNICIPAL BUILDING | $45,000 |
| TORONTO CITY SCHOOLS | ||||||
| 1305 DENNIS WAY | TORONTO | OH | 43964 | NC | PURCHASE AND INSTALL A SHADE PAVILION AT HIGH SCHOOL FOOTBALL STADIUM | $32,500 |
| WARREN TOWNSHIP PARK COMMISSION | ||||||
| 400 WILLIAM STREET | TILTONSVILLE | OH | 43963 | NC | PURCHASE SUPPLIES AND SERVICES FOR REPAIRS AT COMMUNITY PARK | $26,096 |
| WEIRTON CHRISTIAN CENTER | ||||||
| PO BOX 2045 | WEIRTON | WV | 26062 | NC | PURCHASE LICENSING AGREEMENTS FOR SOFTWARE USED BY STUDENTS | $8,320 |
| JEFFERSON COUNTY UNITED WAY | ||||||
| PO BOX 1463 | STEUBENVILLE | OH | 43952 | NC | INSTALL NEW ROOF ON BULDING HOUSING THE UNITED WAY OF JEFFERSON COUNTY | $39,374 |
| VILLAGE OF RICHMOND | ||||||
| 37 WEST MAIN STREET PO BOX 335 | RICHMOND | OH | 43944 | NC | ROAD PAVING PROJECT WITHIN VILLAGE | $1,000 |
| OHIO VALLEY HEALTH CENTER | ||||||
| 423 SOUTH STREET | STEUBENVILLE | OH | 43952 | NC | TO HELP COVER EXPENSES FOR MEDICAL PROCEDURES FOR UNINSURED CLIENTS | $1,100 |
| STEUBENVILLE CITY SCHOOLS | ||||||
| 420 NORTH FOURTH STREET | STEUBENVILLE | OH | 43952 | NC | DONATION TO VARIOUS ORGANIZATIONS WITHIN THE SCHOOL, FINE ARTS, CHOIR, AND BAND | $2,400 |
| QUESTERS HETTY ELIZABETH BEATTY #1419 | ||||||
| 2615 ALVARADO BLVD | STEUBENVILLE | OH | 43952 | NC | USE FOR THE LANDSCAPING PROJECT IN HISTORIC UNION CEMETERY | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $524,630 | 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 | $16 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $490,950 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$27,180 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $490,966 | ExclusionAmt |
| Related Or Exempt Function Incm | -$27,180 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $463,786 | 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 | $3,925 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,925 | 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 | $5,232,176 | BookValueAmt |
| EOYFMV | $14,884,918 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $9,551 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,551 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSE | $1,366 | $0 | $1,366 |
| INSURANCE | $6,411 | $0 | $6,411 |
| DUES | $780 | $0 | $780 |
| INVESTMENT EXPENSES | $1,175 | $1,175 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $7,842 | Amt |
| Net Investment Income | $3,921 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,921 | DisbursementsCharitablePrpsAmt |
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