ERICKSON FOUNDATION TR: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- ERICKSON FOUNDATION TR (EIN 55-0722731)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-14
- IRS object ID
- 201923189349100347
- Schema version
- 2018v3.1
- 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 Land Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-14T09:13:51-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 550603535 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCDONOUGH EDDY PARSONS & BAYLOUS AC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 184 | AddressLine1Txt |
| City | PARKERSBURG | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 261020184 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 550722731 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ERICKSON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ERIC | BusinessNameControlTxt |
| Phone | 3044852051 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 1094 | AddressLine1Txt |
| City | PARKERSBURG | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 26102 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHY G EDDY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3044852051 | PhoneNum |
| Signature | 2019-11-13 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHARLES M MULLIGAN CPA | PreparerPersonNm |
| PTIN | P01273681 | PTIN |
| Phone | 3044288091 | PhoneNum |
| Preparation | 2019-11-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.76.169.76 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-14 | IPDt |
| IP Tm | 09:13:51 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 25FFBA40D147944C5E522AC40EB74DC0ACE75888 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | AA515705109CC3FA4F8313521979BEAF17E57F35 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,065,257 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $117 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $117 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $310,838 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $310,838 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $27,953 | NetRentalIncomeOrLossAmt |
| Other Income Rev And Expnss | -$1,129 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$1,129 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $309,826 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $309,826 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $16,477 | OthEmplSlrsWgsRevAndExpnssAmt |
| Pension Empl Bnft Rev And Expnss | $3,855 | PensionEmplBnftRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $2,025 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,025 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $5,190 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $382 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $150 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,542 | TaxesRevAndExpnssAmt |
| Occupancy Rev And Expnss | $5,432 | OccupancyRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $282,885 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $282,885 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $319,788 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $285,060 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $102,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $102,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $421,988 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $285,060 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $102,200 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$112,162 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $24,766 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $434,049 | CashBOYAmt |
| Cash EOY | $176,913 | CashEOYAmt |
| Cash EOYFMV | $176,913 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $83,532 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $83,499 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $83,499 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $444 | PrepaidExpensesBOYAmt |
| Invst Land Cost Or Other Basis | $3,121,209 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $1,411,507 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $1,564,433 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $1,709,702 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $1,807,773 | LandBldgInvestmentsEOYFMVAmt |
| Other Assets BOY | -$2,827 | OtherAssetsBOYAmt |
| Other Assets EOY | -$2,928 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | -$2,928 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,079,631 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,967,186 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,065,257 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $565 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $282 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $565 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $282 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $2,079,066 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,966,904 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,079,066 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,966,904 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,079,631 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,967,186 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,079,066 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$112,162 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,966,904 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,966,904 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $85,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,055,196 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.041359 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $69,315 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,337,393 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.029655 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $76,976 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,817,197 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.027324 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $49,506 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,821,228 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.017548 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $30,100 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,758,736 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.008008 | DistributionYr5Rt |
| Total Distribution | 0.123894 | TotalDistributionRt |
| Average Distribution | 0.024779 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,703,039 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $42,200 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $248 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $42,448 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $102,200 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $248 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $248 | SubtotalAmt |
| Tax Based On Investment Income | $248 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $800 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $800 | TotalPaymentsAndCreditsAmt |
| Overpayment | $552 | OverpaymentAmt |
| Applied To ES Tax | $552 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ERICKSON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3044852051 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 305 1/2 4TH STREET | AddressLine1Txt |
| City | PARKERSBURG | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 26101 | 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 | Yes (true) | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| KATHY G EDDY | ||||||||
| 412 MARKET STREET | PARKERSBURG | WV | 26101 | TRUSTEE | 6.00 | $0 | $0 | $0 |
| LAURIE A ERICKSON | ||||||||
| 4333 N OCEAN BLVD | GULF STREAM | FL | 33483 | TRUSTEE | 4.00 | $0 | $20,622 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $423,974 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,305,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,728,974 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,728,974 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,935 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,703,039 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $85,152 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $85,152 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $248 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $248 | TotalTaxAmt |
| Distributable Before Adj | $84,904 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $84,904 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $84,904 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $102,200 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $102,200 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $248 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $101,952 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $84,904 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $101,686 | UndistributedIncomePYAmt |
| Qualifying Distributions | $102,200 | QualifyingDistributionsAmt |
| Applied To Year1 | $101,686 | AppliedToYear1Amt |
| Applied To Current Year | $514 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $84,390 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CAMDEN CLARK FOUNDATION | |||||||
| PO BOX 1834 | PARKERSBURG | WV | 26102 | N/A | PC | WOMEN & CHILDREN SERVICES | $12,000 |
| MARSHALL UNIVERSITY FOUNDATION | |||||||
| 519 JOHN MARSHALL DRIVE | HUNTINGTON | WV | 25703 | N/A | PC | RESEARCH PROJECT | $25,000 |
| MARSHALL UNIVERSITY FOUNDATION | |||||||
| 519 JOHN MARSHALL DRIVE | HUNTINGTON | WV | 25703 | N/A | PC | ACCOUNTING ENDOWMENT FUND | $10,000 |
| THE PARKERSBURG AREA COMMUNITY FOUN | |||||||
| 1620 PARK AVENUE | PARKERSBURG | WV | 26102 | N/A | PC | SPIRIT OF GIVING FUND | $200 |
| WVUP AT PARKERSBURG FOUNDATION | |||||||
| 300 CAMPUS DRIVE | PARKERSBURG | WV | 26104 | N/C | PC | SUPPORT FOR UNDERSERVED STUDENTS | $20,000 |
| WVU FOUNDATION - WEST VIRGINIA UNIV | |||||||
| ONE WATERFRONT PLACE 7TH | MORGANTOWN | WV | 26507 | N/A | PC | PRESIDENT'S DICRETIONARY | $25,000 |
| WVU FOUNDATION - WEST VIRGINIA UNIV | |||||||
| ONE WATERFRONT PLACE 7TH | MORGANTOWN | WV | 265071650 | N/C | PC | MARY BABB RANDOLPH CANCER CENTER | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $102,200 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $117 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $27,953 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| MISC INCOME | 17 | $20 |
| OIL & GAS INVESTMENT | 15 | $1,039 |
| FIXED ASSETS NO LONGER IN U | 1 | -$2,188 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $26,941 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $26,941 | 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 | TAX PREPARATION & GENERAL FDN AC | CategoryTxt |
| Amt | $5,190 | Amt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | LAND, BUILDINGS, AND EQUIPMENT | CategoryOrItemTxt |
| Cost Or Other Basis | $3,121,209 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $1,411,507 | AccumulatedDepreciationAmt |
| Book Value | $1,709,702 | BookValueAmt |
| EOYFMV | $1,807,773 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RENTAL DOCUMENTS REVIEW | CategoryTxt |
| Legal Fees | $2,025 | LegalFeesAmt |
| Net Investment Income | $2,025 | NetInvestmentIncomeAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OIL & GAS MINERAL RIGHTS | Desc |
| BOY Book Value | -$2,827 | BOYBookValueAmt |
| EOY Book Value | -$2,928 | EOYBookValueAmt |
| EOYFMV | -$2,928 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (17 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| REAL ESTATE RENTAL | ||
| ADVERTISING & PROMOTION | $2,910 | $2,910 |
| BUILDING REPAIRS | $87,768 | $87,768 |
| EMPLOYEE INSURANCE | $22,563 | $22,563 |
| EMPLOYEE SALARIES AND WAGES | $16,477 | $16,477 |
| EQUIPMENT RENTAL | $2,031 | $2,031 |
| INSURANCE | $19,457 | $19,457 |
| JANITORIAL SERVICE AND SUPPLI | $8,988 | $8,988 |
| MISCELLANEOUS | $2,733 | $2,733 |
| OFFICE EXPENSE | $767 | $767 |
| SMALL TOOLS | $308 | $308 |
| SUPPLIES | $1,223 | $1,223 |
| TAXES | $35,577 | $35,577 |
| TELEPHONE | $1,435 | $1,435 |
| TRASH HAULING | $1,363 | $1,363 |
| UTILITIES | $16,369 | $16,369 |
| INVESTMENT DEPRECIATION | $62,916 | $62,916 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| MISC INCOME | $20 | $20 |
| OIL & GAS INVESTMENT | $1,039 | $1,039 |
| FIXED ASSETS NO LONGER IN USE | -$2,188 | -$2,188 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| DUES AND SUBSCRIPTIONS | $232 | |
| INVESTMENT ADVISORY FEES | $150 | $150 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| PAYROLL TAXES | $1,915 |
| 990PF | $1,619 |
| CITY LICENSE | $8 |
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