MCDAVID FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MCDAVID FOUNDATION (EIN 55-0730152)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-07-26
- IRS object ID
- 202102079349100800
- Schema version
- 2020v4.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-07-26T09:11:44-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 560747981 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIXON HUGHES GOODMAN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1410 SPRING HILL ROAD SUITE 500 | AddressLine1Txt |
| City | TYSONS | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 221023056 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 550730152 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCDAVID FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MCDA | BusinessNameControlTxt |
| Phone | 3045423303 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1060 FENNER LANE | AddressLine1Txt |
| City | GALLATIN | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37066 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DIANA LONG | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 3045423303 | PhoneNum |
| Signature | 2021-06-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DIANA | PersonFirstNm |
| Person Last | LONG | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAKRISHA J WATSON | PreparerPersonNm |
| PTIN | P01677333 | PTIN |
| Phone | 7039700400 | PhoneNum |
| Preparation | 2021-06-30 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $2,828,440 | 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 |
| Dividends Rev And Expnss | $48,491 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $48,491 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $152,979 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $250,238 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $152,979 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $201,470 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $201,470 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,150 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $350 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $4,126 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $533 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $26 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,626 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,683 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $376 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $77,378 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $77,378 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $85,004 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,683 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $77,754 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $116,466 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $197,787 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,588 | CashBOYAmt |
| Cash EOY | $40,118 | CashEOYAmt |
| Cash EOYFMV | $40,118 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,213,504 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,292,440 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,788,322 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,216,092 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,332,558 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,828,440 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,216,092 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,332,558 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,216,092 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,332,558 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,216,092 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,332,558 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,216,092 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $116,466 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,332,558 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,332,558 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| STAR FUND - 249.643 SHS | P | 2015-07-17 | 2020-07-07 | $7,000 | $6,295 | $705 | $705 |
| STAR FUND - 3,607.277 SHS | P | 2015-07-17 | 2020-11-25 | $115,000 | $90,964 | $24,036 | $24,036 |
| CAPITAL GAINS DIVIDENDS | P | $128,238 | $128,238 | $128,238 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $152,979 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,749 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,749 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,749 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,410 | 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 | $3,410 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $661 | OverpaymentAmt |
| Applied To ES Tax | $661 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WV | 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 | DIANA LONG | IndividualWithBooksNm |
| Phone | 3045423303 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1060 FENNER LANE | AddressLine1Txt |
| City | GALLATIN | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37066 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| BRADFORD A MCDAVID | ||||||||
| 4883 EAST US HIGHWAY 36 | URBANA | OH | 25314 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| DIANA L LONG | ||||||||
| 1060 FENNER LANE | GALLATIN | TN | 37066 | SECRETARY | 0.50 | $0 | $0 | $0 |
| SANDRA MCDAVID | ||||||||
| 4883 EAST US HIGHWAY 36 | URBANA | OH | 43078 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| ANNE R HAAKENSON | ||||||||
| 317 MCCONNELL DRIVE | LYONS | CO | 80540 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| DEAN HAAKENSON | ||||||||
| 317 MCCONNELL DRIVE | LYONS | CO | 80540 | DIRECTOR | 0.50 | $0 | $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 | $2,456,232 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $14,159 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,470,391 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,470,391 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $37,056 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,433,335 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $121,667 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $121,667 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,749 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,749 | TotalTaxAmt |
| Distributable Before Adj | $118,918 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $118,918 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $118,918 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $77,754 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $77,754 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $77,754 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $118,918 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $32,622 | ExcessDistributionCyovYr5Amt |
| Total Excess Distribution Cyov | $32,622 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $77,754 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $77,754 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $32,622 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $32,622 | 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 | $8,542 | 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 | DIANA LONG | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1060 FENNER LANE | AddressLine1Txt |
| City | GALLATIN | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37066 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3045423303 | RecipientPhoneNum |
| Form And Info And Materials | CONTACT ABOVE FOR CURRENT GUIDELINES AND ADDITIONAL INFORMATION AND MATERIALS TO INCLUDE WITH APPLICATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | DECEMBER 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | CONTACT ABOVE FOR INFORMATION ON RESTRICTIONS OR LIMITATIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BARELY USED PETS | |||||||
| 844 JACKSON HILL ROAD | URBANA | OH | 43078 | N/A | PC | GENERAL PURPOSES: TO PROVIDE SHELTER FOR STRAY AND UNWANTED DOGS, SPAY, NEUTER, AND ADOPT OUT. | $632 |
| CAMC FOUNDATION | |||||||
| 3414 STAUTON AVE | CHARELSTON | WV | 25304 | N/A | PC | GENERAL PURPOSES: TO PROVIDE HEALTH CARE AND IMPROVE THE QUALITY OF LIFE. | $5,000 |
| CARING KITCHEN INC | |||||||
| 300 MIAMI STREET | URBANA | OH | 43078 | N/A | PC | GENERAL PURPOSES: TO PROVIDE MEALS TO THOSE IN NEED. | $9,763 |
| CHAMPAIGN COUNTY PRESERVATION ALLIANCE | |||||||
| PO BOX 748 | URBANA | OH | 43078 | N/A | PC | GENERAL PURPOSES: TO RESTORE A HISTORIC PROPERTY IN THE MONUMENT SQUARE DISTRICT. | $1,000 |
| CHAMPAIGN LAND PRESERVATION | |||||||
| PO BOX 38154 | URBANA | OH | 43078 | N/A | PC | GENERAL PURPOSES: TO PRESERVE FARMLAND IN CHAMPAIGN COUNTY. | $632 |
| CHILDREN'S HOSPITAL COLORADO FOUNDATION | |||||||
| 13123 E 16TH AVENUE BOX 045 | AURORA | CO | 80045 | N/A | PC | GENERAL PURPOSES: TO SERVE CHILDREN IN THE COMMUNITY WITH ONGOING ILLNESSES AND INJURIES. | $1,263 |
| THE CHURCH OF THE EPIPHANY | |||||||
| 230 SCIOTO STREET | URBANA | OH | 43078 | N/A | PC | GENERAL PURPOSES: TO ENCOURAGE POSITIVE CHANGE. | $1,000 |
| EMERGENCY FAMILY ASSISTANCE ASSOCIATION | |||||||
| 1575 YARMOUTH AVE | BOULDER | CO | 80304 | N/A | PC | GENERAL PURPOSES: TO HELP THOSE IN OUR COMMUNITY WHOSE IMMEDIATE NEEDS FOR FOOD, SHELTER, AND OTHER BASIC NECESSITIES CANNOT ADEQUATELY BE MET BY OTHER MEANS AND SUPPORTS THEIR EFFORTS TOWARD FINANCIAL STABILITY AND SELF-SUFFICIENCY. | $5,000 |
| GOLDEN ENDINGS GOLDEN RETRIEVER RESCUE | |||||||
| 1043 ELMWOOD AVE | COLUMBUS | OH | 43212 | N/A | PC | GENERAL PURPOSES: FOSTERING, INTAKE, AND PLACEMENT OF DOGS. | $1,000 |
| GOLDEN RETRIEVER FOUNDATION | |||||||
| PO BOX 952732 | ST LOUIS | MO | 63195 | N/A | PC | GENERAL PURPOSES: TO FOSTER AND PROMOTE THE PUBLIC'S KNOWLEDGE AND APPRECIATION OF DOGS IN GENERAL AND GOLDEN RETRIEVERS IN PARTICULAR. | $1,000 |
| LONGMONT HUMANE SOCIETY | |||||||
| 9595 NELSON RD | LONGMONT | CO | 80501 | N/A | PC | GENERAL PURPOSES: CARING, SERVING AND EDUCATING TO IMPROVE THE LIVES OF COMPANION ANIMALS. | $1,263 |
| RECOVERY POINT WEST VIRGINIA | |||||||
| 1040 ADAMS AVENUE | HUNTINGTON | WV | 25704 | N/A | PC | GENERAL PURPOSES: TO PROVIDE HYGINE PRODUCTS FOR THE WOMEN IN THEIR CARE. | $5,000 |
| SAINT JOHN'S HEALTH CENTER FOUNDATION | |||||||
| 2121 SANTA MONICA BOULEVARD | SANTA MONICA | CA | 90404 | N/A | PC | GENERAL PURPOSES: TO PROVIDE LEADERSHIP AND PHILANTHROPIC SUPPORT TO PROVIDENCE SAINT JOHNS HEALTH CENTER, SAINT JOHNS CANCER INSTITUTE AND PACIFIC NEUROSCIENCE INSTITUTE, THAT SERVE AS CATALYSTS FOR EXCEPTIONAL HEALTH CARE AND RESEARCH. | $10,000 |
| SYCAMORE HOUSE | |||||||
| PO BOX 775 315 SYCAMORE ST | URBANA | OH | 43078 | N/A | PC | GENERAL PURPOSES: TO PROVIDE COMPASSIONATE SUPPORT AND EDUCATION IN THE AREAS OF PRENATAL NEEDS, CHILD REARING SKILLS, AND EVEN RELATIONSHIP INFORMATION FOR MOTHERS AND FATHERS. | $10,000 |
| URBANA YOUTH CENTER | |||||||
| 160 W MARKET STREET | URBANA | OH | 43078 | N/A | PC | GENERAL PURPOSES: TO HELP CHILDREN LEARN ESSENTIAL LIFE SKILLS, GET HOMEWORK ASSISTANCE, AND CONNECT WITH LOCAL EMPLOYERS TO BUILD STRONG FOUNDATIONS. | $12,500 |
| LYONS EMERGENCY ASSISTANCE FUND | |||||||
| PO BOX 324 | LYONS | CO | 80540 | N/A | PC | GENERAL PURPOSES: OFFERS A HUMAN SERVICES SAFETY NET TO THOSE IN NEED IN THE GREATER LYONS AREA. | $5,000 |
| COLORADO OUTWARD BOUND SCHOOL | |||||||
| 5161 SHERIDAN BOULEVARD | DENVER | CO | 80212 | N/A | PC | GENERAL PURPOSES: TO PROVIDE NEW OPPORTUNITIES TO STUDENTS | $7,325 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $77,378 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $48,491 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $152,979 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $201,470 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $201,470 | TotalIncomeProducingActyAmt |
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 | $3,500 | Amt |
| Net Investment Income | $3,150 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $350 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | VANGUARD | StockNm |
| EOY Book Value | $2,292,440 | EOYBookValueAmt |
| EOYFMV | $2,788,322 | EOYFMVAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $3,567 | $0 | $0 |
| FOREIGN TAXES PAID | $533 | $533 | $0 |
| STATE FILING FEE | $26 | $0 | $26 |
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