HUNTINGTON FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- HUNTINGTON FOUNDATION INC (EIN 55-0370129)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-06-04
- IRS object ID
- 202121559349100902
- 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
- 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 | 2021-06-04T09:04:11-07:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 | 2020-01-01 | 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 | 2021-05-15 | 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 | 2021-06-04 | 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 | 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 | $6,846,991 | 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 | $72,159 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $72,159 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $102,141 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $102,141 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$45,390 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $495,892 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $128,910 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $174,300 | 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 | $2,555 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,044 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $511 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Interest Rev And Expnss | $10,135 | InterestRevAndExpnssAmt |
| Taxes Rev And Expnss | $4,109 | 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 | $16,032 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $12,025 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,007 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $54,671 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $35,249 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,178 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $316,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $316,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $371,571 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $35,249 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $322,078 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$242,661 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $139,051 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,554 | CashBOYAmt |
| Cash EOY | $2,815 | CashEOYAmt |
| Cash EOYFMV | $2,815 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $119,104 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $350,462 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $350,462 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $43 | AcctRcvblAmt |
| Acct Rcvbl BOY | $42 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $43 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $43 | AcctRcvblEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Prepaid Expenses BOY | $1,815 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,818 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,818 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $1,674,774 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,149,278 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,149,278 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,175,711 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,591,438 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,591,438 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $825,840 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $746,145 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $746,145 | 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 | $7,321 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,992 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,992 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,812,161 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,846,991 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,846,991 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $7,434 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $4,245 | AccountsPayableEOYAmt |
| Grants Payable BOY | $379,150 | GrantsPayableBOYAmt |
| Grants Payable EOY | $235,054 | 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 | $386,584 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $239,299 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $6,425,577 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $6,607,692 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,425,577 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,607,692 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,812,161 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,846,991 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,425,577 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$242,661 | ExcessRevenueOverExpensesAmt |
| Other Increases | $424,776 | OtherIncreasesAmt |
| Subtotal | $6,607,692 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,607,692 | 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 | $495,892 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $541,282 | CostOrOtherBasisAmt |
| Gain Or Loss | -$45,390 | GainOrLossAmt |
| FMV As Of123169 | $0 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $0 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | -$45,390 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$45,390 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,933 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,933 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,933 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,200 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $3,200 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$3,200 | OriginalReturnOverpaymentAmt |
| Overpayment | $1,267 | OverpaymentAmt |
| Applied To ES Tax | $1,267 | 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 | $6,268,553 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $275,162 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $6,853 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,550,568 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $6,550,568 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $98,259 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,452,309 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $322,615 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $322,615 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,933 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,933 | TotalTaxAmt |
| Distributable Before Adj | $320,682 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $320,682 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $320,682 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $322,078 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $322,078 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $322,078 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $320,682 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $299,981 | 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 | $322,078 | QualifyingDistributionsAmt |
| Applied To Year1 | $299,981 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $22,097 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $298,585 | 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 (9 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 | WILDLIFEPROGRAM | $25,000 |
| UNITED WAY OF THE RIVER CITIES | ||||||
| 820 MADISON AVE | HUNTINGTON | WV | 25704 | N/A | COVID GRANT | $20,000 |
| MARSHALL UNIVERSITY SCHOOL OF MEDICINE | ||||||
| 1600 MEDICAL CENTER DR | HUNTINGTON | WV | 25701 | N/A | GERIATRICPROGRAM | $60,000 |
| LILY'S PLACE | ||||||
| 1320 7TH AVE | HUNTINGTON | WV | 25701 | N/A | HVAC | $24,000 |
| FACING HUNGER FOOD BANK | ||||||
| 1327 7TH AVE | HUNTINGTON | WV | 25701 | N/A | FREEZER | $30,000 |
| KIWANIS DAY CARE | ||||||
| 71 WASHINGTON AVE | HUNTINGTON | WV | 25701 | N/A | LED LIGHTING | $12,400 |
| KEITH-ALBEE PERFORMING ARTS CENTER | ||||||
| 925 4TH AVE | HUNTINGTON | WV | 25701 | N/A | CONSTRUCTIONDRAWINGS | $125,000 |
| HUNTINGTON AREA DEV COUNCIL | ||||||
| 916 5TH AVE 400 | HUNTINGTON | WV | 25701 | N/A | OPERATINGEXPENSES | $500 |
| HUNTINGTON YMCA | ||||||
| 935 10TH AVE | HUNTINGTON | WV | 25701 | N/A | PURCHASE OF VEHICLE | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $316,900 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (5 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 |
| HUNTINGTON MUSEUM OF ART | ||||||
| 2033 MCCOY ROAD | HUNTINGTON | WV | 25701 | N/A | MAKINGCONNECTIONSPROGRAM | $128,017 |
| HUNTINGTON YMCA | ||||||
| 935 10TH AVE | HUNTINGTON | WV | 25701 | N/A | PURCHASE OF VEHICLE | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $235,054 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $72,159 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $102,141 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$45,390 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $128,910 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $128,910 | 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 | $2,555 | Amt |
| Net Investment Income | $2,044 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $511 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (17 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| EQT CORP SR NOTE 3% | 2017-10 | Purchased | 2020-03 | $21,650 | $25,000 | -$3,350 |
| 500 SH WALGREENS BOOTS ALLIANCE | 2014-11 | Purchased | 2020-02 | $24,474 | $34,751 | -$10,277 |
| NEXTERA ENERGY 5.25% NOTE | 2016-05 | Purchased | 2020-03 | $9,976 | $10,000 | -$24 |
| .96 SH INGERSOLL RAND INC | 2017-11 | Purchased | 2020-03 | $27 | $21 | $6 |
| CITIBANK NA FXD RT SR NOTE 3.05% | 2018-05 | Purchased | 2020-05 | $25,000 | $25,000 | $0 |
| 125 SH ISHARES TR US AER DEF ETF | 2018-01 | Purchased | 2020-05 | $18,941 | $25,036 | -$6,095 |
| MARRIOTT INTL INC 2.3% NOTE | 2017-09 | Purchased | 2020-05 | $38,670 | $40,000 | -$1,330 |
| 700 SH SPDR S&P REGIONAL BK ETF | 2014-06 | Purchased | 2020-05 | $25,714 | $31,583 | -$5,869 |
| 1700 SH SELECT SECTOR SPDR TR SDI | 2017-04 | Purchased | 2020-05 | $37,748 | $44,992 | -$7,244 |
| 300 SH SELECT SECTOR SPDR TR TECH | 2018-05 | Purchased | 2020-05 | $27,169 | $21,941 | $5,228 |
| VMWARE INC 2.3% NOTE | 2017-11 | Purchased | 2020-05 | $50,287 | $50,000 | $287 |
| APPLIED MATLS INC SR NOTE 2.625% | 2018-03 | Purchased | 2020-06 | $50,301 | $50,000 | $301 |
| BAIDU INC NOTE 3% | 2015-11 | Purchased | 2020-06 | $50,000 | $50,000 | $0 |
| US BANK NA SR UNSEC NOTE 3.05% | 2018-12 | Purchased | 2020-06 | $50,000 | $50,000 | $0 |
| AMERICAN EXPRESS 2.2% NOTE | 2017-12 | Purchased | 2020-09 | $25,000 | $25,000 | $0 |
| MICROSOFT CORP NOTE 2% | 2017-12 | Purchased | 2020-10 | $25,000 | $25,000 | $0 |
| 700 SH WELLS FARGO & CO | 2016-06 | Purchased | 2020-10 | $15,935 | $32,958 | -$17,023 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | VARIOUS CORPORATE BONDS | BondNm |
| EOY Book Value | $746,145 | EOYBookValueAmt |
| EOYFMV | $746,145 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VARIOUS CORPORATE EQUITY ACCOUNTS | $2,881,109 | $2,881,109 |
| UNREALIZED GAIN/(LOSS) ON AFS | $1,710,329 | $1,710,329 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,149,278 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,149,278 | 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 | $3,412 | $2,559 | $853 |
| POST OFFICE BOX RENT | $432 | $324 | $108 |
| INVESTMENT | $11,606 | $8,705 | $2,901 |
| MEETINGS | $69 | $52 | $17 |
| MISC EXPENSE | $513 | $385 | $128 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $424,776 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE | CategoryTxt |
| Amt | $4,109 | Amt |
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