CHARLES M PUGLIESE & THELMA M PUGLI: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- CHARLES M PUGLIESE & THELMA M PUGLI (EIN 34-1784660)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-13
- IRS object ID
- 202121339349101327
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-13T10:52:00-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 2021-05-13 | 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 | 2021-05-13 | 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 | 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 | $12,768,817 | 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 | $21 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $21 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $448,967 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $448,967 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$77,318 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $188,881 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $371,670 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $448,988 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $33,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $16,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $16,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,050 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,050 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $4,743 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,271 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2,472 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $11,100 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $9,317 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,273 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $8,044 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $62,210 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,044 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $31,066 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $573,304 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $573,304 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $635,514 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,044 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $604,370 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$263,844 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $428,944 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $198,893 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $166,798 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $166,798 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $5,669,901 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,438,152 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $12,602,019 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,868,794 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,604,950 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,768,817 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $5,868,794 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,604,950 | 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 | $5,868,794 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,604,950 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,868,794 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,604,950 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,868,794 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$263,844 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,604,950 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,604,950 | 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 |
|---|---|---|---|---|---|---|---|
| E*TRADE | P | 2020-01-01 | 2020-12-31 | $187,856 | $266,199 | -$78,343 | -$78,343 |
| E*TRADE-CASH IN LIEU | P | 2020-01-01 | 2020-12-31 | $16 | $16 | $16 | |
| E*TRADE-SETTLEMENT | P | 2020-01-01 | 2020-12-31 | $1,009 | $1,009 | $1,009 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$77,318 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,962 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,962 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,962 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,120 | 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 | $4,120 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,842 | 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 | $11,000 | $0 | $0 |
| H LEE KINNEY | ||||||||
| 350 HARMONY | WINTERSVILLE | OH | 43953 | TRUSTEE | 2.00 | $11,000 | $0 | $0 |
| THOMAS P TIMMONS | ||||||||
| 214 OPAL BLVD | STEUBENVILLE | OH | 43952 | TRUSTEE | 2.00 | $11,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $11,140,831 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $206,438 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,347,269 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,347,269 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $170,209 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,177,060 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $558,853 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $558,853 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,962 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,962 | TotalTaxAmt |
| Distributable Before Adj | $552,891 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $552,891 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $552,891 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $604,370 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $604,370 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $604,370 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $552,891 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $574,154 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $604,370 | QualifyingDistributionsAmt |
| Applied To Year1 | $574,154 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $30,216 | 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 | $522,675 | 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 (49 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 |
| 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 |
| EDISON HIGH SCHOOL BAND BOOSTERS | ||||||
| 9890 STATE ROUTE 152 | RICHMOND | OH | 43944 | PURCHASE UNIFORMS AND RAINCOATS FOR BAND | $28,800 | |
| FRIENDS OF WIDOWS AND ORPHANS | ||||||
| 1203 MARYLAND AVENUE | STEUBENVILLE | OH | 43952 | NC | PROVIDE FINANCIAL HELP TO WIDOWS AND ORPHANS THROUGH PUBLIC CHARITY | $1,000 |
| INDIAN CREEK HIGH SCHOOL | ||||||
| 200 PARK DRIVE | WINTERSVILLE | OH | 43953 | NC | SCHOLARSHIP | $3,000 |
| 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 | $6,000 |
| MADONNA HIGH SCHOOL | ||||||
| 150 MICHAEL WAY | WEIRTON | WV | 26062 | NC | SCHOLARSHIP | $3,000 |
| OAK GLEN HIGH SCHOOL | ||||||
| 195 GOLDEN BEAR DRIVE | NEW CUMBERLAND | WV | 26047 | NC | SCHOLARSHIP | $3,000 |
| RICHMOND COMMUNITY HISTORICAL SOCIETY | ||||||
| PO BOX 1 | RICHMOND | OH | 43944 | NC | INSTALL AIR CONDITIONER TO MUSEUM | $2,500 |
| STEUBENVILLE CITY SCHOOLS | ||||||
| 420 NORTH FOURTH STREET | STEUBENVILLE | OH | 43952 | NC | SCHOLARSHIP | $3,000 |
| HARRISON CENTRAL MARCHING BAND BOOSTERS | ||||||
| 833 BAKERS ADDITION ROAD | HOPEDALE | OH | 43976 | NC | PURCHASE BAND UNIFORMS | $32,000 |
| TORONTO CITY SCHOOLS | ||||||
| 1305 DENNIS WAY | TORONTO | OH | 43964 | NC | SCHOLARSHIP | $3,000 |
| URBAN MISSION MINISTRIES INC | ||||||
| 423 NORTH STREET | STEUBENVILLE | OH | 43952 | NC | FOOD PANTRY PROGRAM | $1,150 |
| VILLAGE OF RAYLAND | ||||||
| PO BOX 188 | RAYLAND | OH | 43943 | NC | REPLACE PLAYGROUND EQUIPMENT IN VILLAGE PARK | $32,500 |
| WEIR HIGH SCHOOL | ||||||
| 100 RED RIDER ROAD | WEIRTON | WV | 26062 | NC | SCHOLARSHIP | $3,000 |
| EAST SPRINGFIELD VOLUNTEER FIRE DEPARTMENT | ||||||
| PO BOX 1463 | EAST SPRINGFIELD | OH | 43925 | NC | IMPROVEMENTS | $1,000 |
| OHIO VALLEY YOUTH NETWORK | ||||||
| 301 NORTH FOURTH STREET | STEUBENVILLE | OH | 43952 | NC | RENOVATE COMPUTER ROOM AND KITCHEN AREA IN YOUTH CENTER | $35,000 |
| WELLSVILLE LOCAL SCHOOL DISTRCT | ||||||
| 1 BENGAL BLVD | WELLSVILLE | OH | 43968 | NC | PURCHASE EQUIPMENT, FURNITURE, AND SOFTWARE FOR STEM PROGRAM | $40,000 |
| FRIENDS OF SMITHFIELD COMMUNITY DEVELOPMENT | ||||||
| C/O EVELYN CLOUSTON PO BOX 73 | SMITHFIELD | OH | 43948 | NC | REPLACE ROOF ON FIRE DEPARTMENT BUILDING | $30,000 |
| HISTORICAL SOCIETY OF SMITHFIELD INC | ||||||
| PO BOX 32 | SMITHFIELD | OH | 43948 | NC | INTERIOR REMODEL OF KITCH AND BATHROOM | $12,636 |
| VILLAGE OF NEW ALEXANDRIA | ||||||
| 202 CHAPEL HILL ROAD | MINGO JUNCTION | OH | 43938 | NC | RENOVATON OF THE OUTSIDE OF THE VILLAGE COMMUNITY BUILDING | $18,000 |
| SOUTH ELEMENTARY PLAYGROUND COMMITTEE | ||||||
| 203 GRANDVIEW AVENUE | TILTONSVILLE | OH | 43963 | NC | PLAYGROUND EQUIPMENT | $26,307 |
| WARREN TOWNSHIP SOFTBALL ASSOCIATION | ||||||
| 3611 COUNTY ROAD 15 | RAYLAND | OH | 43943 | NC | RENOVATIONS OF BALLFIELD AND UPGRADE EQUIPMENT USED BY SOFTBALL TEAMS | $12,500 |
| TRI STATE HEALTH SERVICES | ||||||
| 300 LOVERS LANE | STEUBENVILLE | OH | 43952 | NC | PURCHASE SOFTWARE FOR SERVICES PROVIDED BY PRIME TIME | $53,014 |
| LAUGHLIN COMMUNITY CENTER INC | ||||||
| PO BOX 6195 | WHEELING | WV | 26003 | NC | REDUCE DEBT CONCERNING THE PURCHASE OF A BUS | $25,000 |
| VILLAGE OF AMSTERDAM | ||||||
| PO BOX 115 | AMSTERDAM | OH | 43903 | NC | RENOVATE TWO PAVILIONS LOCATED INT HE VILLAGE OF AMSTERDAM | $28,000 |
| JEFFERSON COUNTY ANIMAL WELFARE LEAGUE | ||||||
| 98 CASTLE DRIVE | BLOOMINGDALE | OH | 43910 | NC | PROVIDE FOOD, MEDICAL CARE AND SHELTER FOR HOMELESS CATS | $17,500 |
| HANCOCK COUNTY HUMANE FOUNDATION | ||||||
| 241 OHIO RIVER BLVD | NEW CUMBERLAND | WV | 26047 | NC | REPLACE ROOF ON CAT SHELTER | $13,000 |
| HANCOCK COUNTY HUMANE FOUNDATION | ||||||
| 241 OHIO RIVER BLVD | NEW CUMBERLAND | WV | 26047 | NC | MATCHING GRANT TO PAY AND NEUTER CATS-WV DEPT OF AGRICULTURE | $7,000 |
| BROOKE COUNTY LIBRARY FOUNDATION | ||||||
| 945 MAIN STREET | WELLSBURG | WV | 26070 | NC | INTERIOR RENOVATION OF MUSEUM | $37,287 |
| SMITHFIELD EVANGELICAL FRIENDS CHURCH | ||||||
| PO BOX 482 | SMITHFIELD | OH | 43948 | NC | PURCHASE VARIOUS FOOD PRODUCTS FOR FOOD PANTRY | $5,000 |
| WALS FOUNDATION | ||||||
| 1413 EOFF STREET | WHEELING | WV | 26003 | NC | RESTORATION FOR DOUGHBOY MONUMENT LOCATED IN WHEELING, WV | $10,000 |
| WEBA OUTREACH FOOD PANTRY | ||||||
| PO BOX 265 | AMSTERDAM | OH | 43903 | NC | PURCHASE AND TRANSPORT FOOD TO NEEDY FAMILIES | $5,000 |
| HOPE UNITED METHODIST CHURCH | ||||||
| 99 VALLEY BLVD | WHEELING | WV | 26003 | NC | FOOD PANTRY EXPENSES | $1,150 |
| HOUSE OF THE CARPENTER INC | ||||||
| 200 SOUTH FOURTH STREET | WHEELING | WV | 26003 | NC | FOOD PANTRY EXPENSES | $1,150 |
| ST LUKE'S EPISCOPAL CHURCH | ||||||
| 200 SOUTH PENN STREET | WHEELING | WV | 26003 | NC | FOOD PANTRY EXPENSES | $1,150 |
| ST MATTHEWS EPISCOPAL CHURCH | ||||||
| PO BOX 508 | WHEELING | WV | 26003 | NC | FOOD PANTRY EXPENSES | $1,150 |
| CUMBERLAND TRAIL FIREFIGHTERS ASSOCIATION | ||||||
| PO BOX 505 | ST CLAIRSVILLE | OH | 43950 | NC | PURCHASE BULLEX DIGITAL FIRE EXTINGUISHER | $11,860 |
| ST CLAIRSVILLE AREA COUNCIL OF CHURCHES | ||||||
| PO BOX 563 | ST CLAIRSVILLE | OH | 43950 | NC | FOOD PANTRY EXPENSES | $1,150 |
| CATHOLIC CHARITIES OF WEST VIRGINIA | ||||||
| 2000 MAIN STREET | WHEELING | WV | 26003 | NC | FOOD PANTRY EXPENSES | $1,150 |
| COMMUNITY BREAD BASKET INC | ||||||
| 3501 WEST STREET | WHEELING | WV | 26003 | NC | FOOD PANTRY EXPENSES | $1,150 |
| CITY OF CHESTER WV | ||||||
| 600 INDIAN AVENUE | CHESTER | WV | 26034 | NC | PAVE PARKING LOT ON OHIO RIVER OUTLOOK | $1,550 |
| SCOTT UNITED METHODIST CHURCH | ||||||
| PO BOX 155 | CADIZ | OH | 43907 | NC | FOOD PANTRY EXPENSES | $1,150 |
| STEUBENVILLE BASEBALL ASSOCIATION | ||||||
| PO BOX 22 | STEUBENVILLE | OH | 43952 | NC | CONSTRUCT NEW DUGOUTS AT BALL FIELDS IN CITY PARK | $34,000 |
| WAYNE TOWNSHIP COMMUNITY CENTER | ||||||
| PO BOX 73 | BLOOMINGDALE | OH | 43910 | NC | CURRENT OPERATING EXPENSES | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $573,304 | 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 | $21 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $448,967 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$77,318 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $448,988 | ExclusionAmt |
| Related Or Exempt Function Incm | -$77,318 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $371,670 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | CASH RECEIPTS ARE USED TO ISSUE GRANTS. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,050 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,050 | 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 | $5,438,152 | BookValueAmt |
| EOYFMV | $12,602,019 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSE | $1,573 | $0 | $1,573 |
| INSURANCE | $5,706 | $0 | $5,706 |
| DUES | $765 | $0 | $765 |
| INVESTMENT EXPENSES | $1,273 | $1,273 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEE | $200 | $0 | $200 |
| EXCISE TAX | $4,543 | $2,271 | $2,272 |
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