HUNTINGTON FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- HUNTINGTON FOUNDATION INC (EIN 55-0370129)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-15
- IRS object ID
- 202041979349100124
- Schema version
- 2019v5.1
- 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
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-15T07:00:41-07:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-05-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELLIE RAE WRIGHT CPA | PreparerPersonNm |
| PTIN | P00190697 | PTIN |
| Phone | 3046977083 | PhoneNum |
| Preparation | 2020-07-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 173.163.193.209 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-07-15 | IPDt |
| IP Tm | 07:00:34 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 01EB92F6D25A46EBCF736E9720F61C6EBF240621 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7876BB2FD5EC44C441F42BBE7C73C836C226B4A6 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,812,162 | 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 | $88,082 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $88,082 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $107,260 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $107,260 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$35,555 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $478,017 | 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 | $159,787 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $195,342 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $22,400 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $22,400 | CompOfcrDirTrstNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $8,655 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,924 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,731 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Interest Rev And Expnss | $18,909 | InterestRevAndExpnssAmt |
| Taxes Rev And Expnss | $0 | 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 | $20,624 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15,469 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,155 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $73,228 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $46,773 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,546 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $216,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $216,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $289,228 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $46,773 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $223,546 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$129,441 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $148,569 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,522 | CashBOYAmt |
| Cash EOY | $7,554 | CashEOYAmt |
| Cash EOYFMV | $7,554 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $128,967 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $119,104 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $119,104 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $42 | AcctRcvblAmt |
| Acct Rcvbl BOY | $610 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $42 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $42 | AcctRcvblEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Prepaid Expenses BOY | $1,797 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,815 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,815 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $1,950,583 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,674,774 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,674,775 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,240,081 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,175,711 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,175,711 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $938,648 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $825,840 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $825,840 | 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 | $10,416 | OtherAssetsBOYAmt |
| Other Assets EOY | $7,321 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $7,321 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,274,624 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,812,161 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,812,162 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $12,771 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $7,434 | AccountsPayableEOYAmt |
| Grants Payable BOY | $536,264 | GrantsPayableBOYAmt |
| Grants Payable EOY | $379,150 | 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 | $549,035 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $386,584 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $5,725,589 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $6,425,577 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,725,589 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,425,577 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,274,624 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,812,161 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,725,589 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$129,441 | ExcessRevenueOverExpensesAmt |
| Other Increases | $829,429 | OtherIncreasesAmt |
| Subtotal | $6,425,577 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,425,577 | 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 | $478,017 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $513,572 | CostOrOtherBasisAmt |
| Gain Or Loss | -$35,555 | GainOrLossAmt |
| FMV As Of123169 | $0 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $0 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | -$35,555 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$35,555 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $422,268 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,468,792 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.065278 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $322,210 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,627,607 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048616 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $228,427 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,662,084 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.034288 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $396,676 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,652,037 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.059632 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $302,906 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,795,730 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.044573 | DistributionYr5Rt |
| Total Distribution | 0.252387 | TotalDistributionRt |
| Average Distribution | 0.050477 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,502,519 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $328,228 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,486 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $329,714 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $223,546 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,971 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,971 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,971 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,062 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,062 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $2,062 | OriginalReturnTaxPaidAmt |
| Tax Due | $909 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WV | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | EXECUTIVE SECRETARY | IndividualWithBooksNm |
| Phone | 3045220611 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 916 5TH AVE 207 | AddressLine1Txt |
| City | HUNTINGTON | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 25701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| FRANK HANSHAW JR | ||||||||
| 163 WOODLAND DRIVE | HUNTINGTON | WV | 25705 | PRESIDENT | 6.00 | $3,200 | $0 | $0 |
| LEON K OXLEY | ||||||||
| 81 COPPER GLEN DRIVE | HUNTINGTON | WV | 25701 | VICE PRES/TRSR/PRES | 6.00 | $4,800 | $0 | $0 |
| DR TODD W GRESS | ||||||||
| 1025 ST IVES DR | HURRICANE | WV | 25526 | DIRECTOR | 6.00 | $4,800 | $0 | $0 |
| DR JOSEPH B TOUMA | ||||||||
| 2970 STAUNTON ROAD | HUNTINGTON | WV | 25702 | SECRETARY | 6.00 | $4,800 | $0 | $0 |
| MARGARET MARY LAYNE | ||||||||
| 406 11ST AVE WEST | HUNTINGTON | WV | 25701 | DIRECTOR | 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 | $6,474,440 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $117,924 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $9,178 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,601,542 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $6,601,542 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $99,023 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,502,519 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $325,126 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $325,126 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,971 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,971 | TotalTaxAmt |
| Distributable Before Adj | $322,155 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $322,155 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $322,155 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $223,546 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $223,546 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $223,546 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $322,155 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $201,372 | 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 | $223,546 | QualifyingDistributionsAmt |
| Applied To Year1 | $201,372 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $22,174 | 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 | $299,981 | 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 (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| HERITAGE FARM MUSEUM | ||||||
| 3300 HARVEY ROAD | HUNTINGTON | WV | 25704 | N/A | TECHNOLOGY | $15,000 |
| WESTERN WV ANIMAL RESCUE ALLIANCE | ||||||
| 216 11TH AVE W | HUNTINGTON | WV | 25701 | N/A | VACCINATIONSFOR ANIMALS | $10,000 |
| FOUNDATION FOR THE TRI-STATE COMMUNITY | ||||||
| 855 CENTRAL AVE 300 | ASHLAND | KY | 41101 | N/A | OPERATIONS | $26,000 |
| HUNTINGTON MUSEUM OF ART | ||||||
| 2033 MCCOY ROAD | HUNTINGTON | WV | 25701 | N/A | MAKINGCONNECTIONSPROGRAM | $25,000 |
| CHILDREN'S PLACE INC | ||||||
| 625 RICHMOND STREET | HUNTINGTON | WV | 25702 | N/A | CAPITALIMPROVEMENTS | $5,000 |
| CITY OF HUNTINGTON FOUNDATION | ||||||
| 800 FIFTH AVE | HUNTINGTN | WV | 25701 | N/A | CAPITAL IMPROVEMENTS | $45,000 |
| MARSHALL UNIVERSITY RESEARCH CORP | ||||||
| ONE JOHN MARSHALL DRIVE | HUNTINGTON | WV | 25755 | N/A | JAZZ PROGRAM | $7,500 |
| THE CLIO FOUNDATION | ||||||
| 600 11TH AVE | HUNTINGTON | WV | 25701 | N/A | OPERATINGEXPENSES | $7,500 |
| RIVER VALLEY CHILD DEV SERVICES | ||||||
| 611 7TH AVE STE 301 | HUNTINGTON | WV | 25701 | N/A | OPERATING EXPENSES | $15,000 |
| CABELL HUNTINGTON COALITION FOR THE HOMELESS | ||||||
| 627 4TH AVE | HUNTINGTON | WV | 25701 | N/A | OPERATING EXPENSES | $10,000 |
| KEITH-ALBEE PERFORMING ARTS CENTER | ||||||
| 925 4TH AVE | HUNTINGTON | WV | 25701 | N/A | RENOVATIONS | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $216,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CITY OF HUNTINGTON FOUNDATION | ||||||
| 800 FIFTH AVE CITY BLDG | HUNTINGTON | WV | 25701 | N/A | FACILITYUPGRADE | $4,500 |
| MARSHALL UNIVERSITY MEDICAL SCHOOL | ||||||
| 1600 MEDICAL CENTER DR | HUNTINGTON | WV | 25701 | N/A | OPERATIONALSUPPORT | $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 |
| ROTARY CLUB OF HUNTINGTON | ||||||
| P O BOX 1311 | HUNTINGTON | WV | 25714 | N/A | PARK IMPROVEMENTS | $4,828 |
| HUNTINGTON MUSEUM OF ART | ||||||
| 2033 MCCOY ROAD | HUNTINGTON | WV | 25701 | N/A | MAKINGCONNECTIONSPROGRAM | $224,129 |
| BUCKSKIN COUNCIL OF THE BOY SCOUTS | ||||||
| 2829 KANAWHA BLVD E | CHARLESTON | WV | 25311 | N/A | SCOUTREACHPROGRAM | $19,027 |
| KEITH-ALBEE PERFORMING ARTS CENTER | ||||||
| 925 4TH AVE | HUNTINGTON | WV | 25701 | N/A | RENOVATIONS | $34,629 |
| FOUNDATION FOR THE TRI-STATE | ||||||
| 855 CENTRAL AVE 300 | ASHLAND | KY | 41101 | N/A | HERITAGEFARM | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $379,150 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $88,082 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $107,260 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$35,555 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $159,787 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $159,787 | 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 | $8,655 | Amt |
| Net Investment Income | $6,924 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,731 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (20 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|
| STRATEGIC VALUE DIV FD CAP GAIN DISTR | Purchased | $1,758 | $0 | $1,758 | ||
| EBAY INC 2.2% NOTE | Purchased | $24,886 | $25,000 | -$114 | 2015-12 | 2019-02 |
| GOLDMAN SACHS GR SR 2% NOTE | Purchased | $24,936 | $25,000 | -$64 | 2017-11 | 2019-02 |
| SUNTRUST BANKS 2.5% NOTE | Purchased | $19,980 | $19,996 | -$16 | 2019-01 | 2019-02 |
| TEVA PHARMACEUTICAL 2.2% NOTE | Purchased | $23,749 | $25,000 | -$1,251 | 2016-12 | 2019-02 |
| 200 SH KRAFT HEINZ CO | Purchased | $6,534 | $15,052 | -$8,518 | 2016-05 | 2019-03 |
| .3333 SH DOW INC | Purchased | $20 | $19 | $1 | 2015-05 | 2019-04 |
| 400 SH KRAFT HEINZ CO | Purchased | $11,617 | $30,104 | -$18,487 | 2016-05 | 2019-05 |
| SUNTRUST BANKS 2.5% NOTE | Purchased | $30,000 | $29,994 | $6 | 2019-01 | 2019-05 |
| .3312 SH CORTEVA INC | Purchased | $9 | $5 | $4 | 2015-05 | 2019-06 |
| .3333 SH DUPONT DE NEMOURS INC | Purchased | $25 | $40 | -$15 | 2015-05 | 2019-06 |
| 1,000 SH ALTRIA GROUP INC | Purchased | $41,044 | $18,236 | $22,808 | 2009-06 | 2019-09 |
| FED HOME LOAN BANK | Purchased | $50,000 | $50,000 | $0 | 2017-12 | 2019-07 |
| GENERAL ELEC CO NOTE | Purchased | $18,188 | $25,000 | -$6,812 | 2016-03 | 2019-09 |
| 920 SH OCCIDENTAL PETE CORP | Purchased | $40,974 | $62,681 | -$21,707 | 2014-12 | 2019-09 |
| FED HOME LOAN MORT CORP | Purchased | $25,000 | $25,000 | $0 | 2016-10 | 2019-10 |
| 1,320 SH PFIZER INC | Purchased | $46,739 | $44,653 | $2,086 | 2014-06 | 2019-10 |
| SMUCKERS JM 22% NOTE | Purchased | $25,000 | $25,000 | $0 | 2018-01 | 2019-12 |
| 350 SH 3M CO | Purchased | $62,558 | $67,792 | -$5,234 | 2015-05 | 2019-12 |
| TORONTO-DOMINION 2.1% NOTE | Purchased | $25,000 | $25,000 | $0 | 2016-12 | 2019-12 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | VARIOUS CORPORATE BONDS | BondNm |
| EOY Book Value | $825,840 | EOYBookValueAmt |
| EOYFMV | $825,840 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VARIOUS CORPORATE EQUITY ACCOUNTS | $2,876,889 | $2,876,889 |
| UNREALIZED GAIN/(LOSS) ON AFS | $1,298,822 | $1,298,822 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,674,774 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,674,775 | 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 | $3,388 | $2,541 | $847 |
| POST OFFICE BOX RENT | $268 | $201 | $67 |
| INVESTMENT | $16,229 | $12,172 | $4,057 |
| MEETINGS | $230 | $173 | $57 |
| MISC EXPENSE | $509 | $382 | $127 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $829,429 | Amt |
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