MORRIS AND DOROTHY HASKINS FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- MORRIS AND DOROTHY HASKINS FOUNDATION INC (EIN 61-1267321)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-03-13
- IRS object ID
- 201920729349100702
- 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 Corp Stock Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-03-13T06:37:27-07:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 611355460 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Larry C Howlett CPA PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 631 Newberry St | AddressLine1Txt |
| City | Bowling Green | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 421030911 | 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 | 611267321 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORRIS & DOROTHY HASKINS FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MORR | BusinessNameControlTxt |
| Phone | 2707960791 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1767 CHESTNUT ST | AddressLine1Txt |
| City | BOWLING GREEN | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 42101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL D WEDGE JR | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2019-03-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LARRY C HOWLETT | PreparerPersonNm |
| PTIN | P00122443 | PTIN |
| Phone | 2708424242 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,818,085 | 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 | $28,575 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $28,575 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $28,575 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $226,925 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $226,925 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $226,925 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $224,609 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $440,309 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $224,609 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $480,109 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $480,109 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $255,500 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $284,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $71,125 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $213,375 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,450 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,450 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $62,118 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15,926 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $46,192 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $349,518 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $88,501 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $261,017 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $406,299 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $406,299 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $755,817 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $88,501 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $667,316 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$275,708 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $391,608 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $255,500 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $62,494 | CashBOYAmt |
| Cash EOY | $70,865 | CashEOYAmt |
| Cash EOYFMV | $70,865 | CashEOYFMVAmt |
| Corporate Stock BOY | $8,327,594 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,046,143 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,747,220 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $2,628 | OtherAssetsBOYAmt |
| Total Assets BOY | $8,392,716 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,117,008 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,818,085 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $8,392,716 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,117,008 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,392,716 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,117,008 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,392,716 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,117,008 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,392,716 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$275,708 | ExcessRevenueOverExpensesAmt |
| Subtotal | $8,117,008 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $8,117,008 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 800 PHILLIP MORRIS | P | 2009-09-02 | 2018-10-12 | $65,063 | $36,496 | $28,567 | $28,567 |
| 115 PHILLIP MORRIS | P | 2010-03-24 | 2018-10-12 | $9,353 | $6,029 | $3,324 | $3,324 |
| 500 COLGATE-PALMOLIVE | P | 2014-06-18 | 2018-11-01 | $30,127 | $33,880 | -$3,753 | -$3,753 |
| 1000 COLGATE-PALMOLIVE | P | 2014-10-16 | 2018-11-01 | $60,253 | $62,759 | -$2,506 | -$2,506 |
| 600 MONDELEZ INTL | P | 2008-07-24 | 2018-11-01 | $25,525 | $11,584 | $13,941 | $13,941 |
| 4638 OHIO VALLEY BANK SHARES | P | 2010-01-01 | 2018-06-28 | $249,988 | $64,952 | $185,036 | $185,036 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $224,609 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,832 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $7,832 | SubtotalAmt |
| Tax Based On Investment Income | $7,832 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $6 | EsPenaltyAmt |
| Tax Due | $1,838 | TaxDueAmt |
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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | KY | 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 | PAUL D WEDGE JR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2707960791 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1767 CHESTNUT ST | AddressLine1Txt |
| City | BOWLING GREEN | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 42101 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| PAUL D WEDGE JR | ||||||
| 1767 CHESTNUT STREET | BOWLING GREEN | KY | 42101 | President | 20.00 | $210,000 |
| CAROL H WEDGE | ||||||
| 1767 CHESTNUT STREET | BOWLING GREEN | KY | 42101 | Director | 1.00 | $5,000 |
| JULIA W WEDGE | ||||||
| 1430 EUCLID AVENUE | BOWLING GREEN | KY | 42103 | Director | 20.00 | $58,000 |
| JODY H WEDGE | ||||||
| 104 INDIAN HILLS TRAILS | LOUISVILLE | KY | 40207 | Director | 1.00 | $5,000 |
| PAUL D WEDGE III | ||||||
| 104 INDIAN HILLS TRAILS | LOUISVILLE | KY | 40207 | Director | 1.00 | $5,000 |
| MICHAEL SPENCER | ||||||
| 1430 EUCLID AVENUE | BOWLING GREEN | KY | 42103 | Director | 1.00 | $500 |
| PAUL SPENCER | ||||||
| 1430 EUCLID AVENUE | BOWLING GREEN | KY | 42103 | Director | 1.00 | $500 |
| MATTHEW SPENCER | ||||||
| 1430 EUCLID AVENUE | BOWLING GREEN | KY | 42103 | Director | 1.00 | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $14,798,485 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $92,424 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,890,909 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $14,890,909 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $223,364 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,667,545 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $733,377 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $733,377 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,832 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,832 | TotalTaxAmt |
| Distributable Before Adj | $725,545 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $725,545 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $725,545 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $667,316 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $667,316 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $667,316 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $725,545 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $346,370 | UndistributedIncomePYAmt |
| Qualifying Distributions | $667,316 | QualifyingDistributionsAmt |
| Applied To Year1 | $346,370 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $320,946 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $404,599 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ORGANIZATON OF ATLETIC INFLUENCE | |||||||
| PO BOX 50726 | BOWLIGN GREEN | KY | 42102 | DONOR/DONEE | 501(c)(3) | FINANCIAL SUPPORT | $10,000 |
| ORCHESTRA KENTUCKY | |||||||
| 1046 ELM STREET | BOWLIGN GREEN | KY | 42101 | DONOR/DONEE | 501(c)(3) | FINANCIAL SUPPORT | $110,000 |
| SOUTHERN KENTUCKY PERFORMING ARTS CENTER | |||||||
| 623 COLLEGE STREET | BOWLING GREEN | KY | 42101 | DONOR/DONEE | 501(c)(3) | FINANCIAL SUPPORT | $127,500 |
| THE PRESBYTERIAN CHURCH | |||||||
| 1003 STATE STREET | BOWLING GREEN | KY | 42101 | DONOR/DONEE | 501(c)(3) | FINANCIAL SUPPORT | $13,000 |
| WESTERN KENTUCKY UNIVERSTY | |||||||
| 1906 COLLEGE HEIGHTS BLVD | BOWLING GREEN | KY | 42101 | DONOR/DONEE | 501(c)(3) | SUPPORT EDUCATION | $1,000 |
| PHOENIX THEATER | |||||||
| 545 MORRIS ALLEY | BOWLING GREEN | KY | 42101 | DONOR/DONEE | PC | SUPPORT PUBLIC CHARITY | $4,500 |
| BOWLING GREEN JUNIOR HIGH SCHOOL | |||||||
| 900 CAMPBELL LANE | BOWLING GREEN | KY | 42104 | DONOR/DONEE | PC | FINACIAL SUPPORT | $1,000 |
| FELLOWSHIP OF CHRISTIAN ATHLETICS | |||||||
| 8701 LEEDS RD | KANSAS CITY | MO | 64129 | DONOR/DONEE | PC | PUBLIC SUPPORT | $20,000 |
| ALZHEIMERS ASSOCIATION | |||||||
| 225 N MICHIGAN AVE FLOOR 17 | CHICAGO | IL | 60601 | DONOR/DONEE | 501(C)(3) | SUPPORT MEDICAL RESEARCH | $250 |
| UNIVERSITY OF KENUCKY | |||||||
| 101 MAIN BUILDING UNIVERSITY OF KY | LEXINGTON | KY | 40506 | DONOR/DONEE | 501(c)(3) | PROVIDE FINANCIAL SUPPORT | $20,000 |
| POINT PLEASANT WV RIVER MUSEUM | |||||||
| 28 MAIN STREET | POINT PLEASANT | WV | 25550 | DONOR/DONEE | 501(c)(3) | PROVIDE FINANCIAL SUPPORT | $25,000 |
| ALICE LLOYD COLLEGE | |||||||
| 100 PURPOSE RD | PEPPA PASSES | KY | 41844 | DONOR/DONEE | PC | SUPPORT EDUCATION | $5,000 |
| KIDS ON THE BLOCK | |||||||
| 958 COLLET AVE 100 | BOWLING GREEN | KY | 42101 | DONOR/DONEE | PC | SUPPORT CHARITY | $15,199 |
| RAINHILL EQUINE FACILITY INC | |||||||
| 11125 KY 185 | BOWLING GREEN | KY | 42101 | DONOR/DONEE | PC | PUBLIC CHARITY SUPPORT | $500 |
| MORIKAMI MUSEUM AND JAPANESE GARDEN | |||||||
| 4000 MORIKAMI PARK RD | DELRAY BEACH | FL | 33446 | DONOR/DONEE | PC | fINANCIAL SUPPORT | $2,000 |
| MURRAY STATE FOUNDATION | |||||||
| 102 CURRIS CENTER | MURRAY | KY | 42071 | DONOR/DONEE | PC | FINANCIAL SUPPORT | $10,000 |
| LIFE SPRINGS CHURCH | |||||||
| 2414 JACHSON AVE | PT PLEASANT | WV | 25550 | DONOR/DONEE | PC | FINANCIAL SUPPORT | $5,000 |
| KENTUCKY WESLEYAN UNIVERSITY | |||||||
| 3000 FREFERICA ST | OWENSBORO | KY | 42301 | DONOR/DONEE | PC | fINANCIAL SUPPORT | $20,000 |
| POTTER ORPHANAGE HOME | |||||||
| 2350 NASHVILLE RD | BOWLING GREEN | KY | 42101 | DONOR/DONEE | PC | FINANCIAL SUPPORT | $1,000 |
| BARREN COUNTY SCHOOL DISTRICT | |||||||
| 202 W WASHINGTON ST | GLASGOW | KY | 42141 | DONOR/DONEE | PC | FINANCIAL SUPPORT | $10,000 |
| ROTARY ROSE PARADE FLOAT COMMITTEE | |||||||
| 2247 SAN DIEGO AVE | SAN DIEGO | CA | 92110 | DONOR/DONEE | PC | FINANCIAL SUPPORT | $500 |
| DISHMAN MCGINNIS ELEMENTARY SCHOOL | |||||||
| 375 GLEN LILY RD | BOWLING GREEN | KY | 42101 | DONOR/DONEE | PC | FINANCIAL SUPPORT | $250 |
| BOWLING GREEN HIGH SCHOOL | |||||||
| 1801 ROCKINGHAM AVE | BOWLING GREEN | KY | 42104 | DONOR/DONEE | PC | FINANCIAL SUPPORT | $1,500 |
| UNIVERSITY OF LOUISVILLE | |||||||
| 2301 S 3RD ST | LOUISVILLE | KY | 40292 | DONOR/DONEE | PC | fINANCIAL SUPPORT | $3,000 |
| LEWY BODY DEMENTIA ASSOCIATION | |||||||
| 812 KILLIAN HILL RD SUITE204 | LILBURN | GA | 30047 | DONOR/DONEE | PC | FINANCIAL SUPPORT | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $406,299 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $28,575 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $226,925 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $224,609 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $255,500 | ExclusionAmt |
| Related Or Exempt Function Incm | $224,609 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $480,109 | 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 | 13 | LineNumberTxt |
| Relationship Statement | THE INVESTMENTS WERE MAINTAINED TO HAVE RESOURCES TO PAY CONTRIBUTIONS TO CHARITIES THEY SUPPORT. | RelationshipStatementTxt |
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 | ACCOUNTING SERVICES | CategoryTxt |
| Amt | $2,900 | Amt |
| Net Investment Income | $1,450 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,450 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (21 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALTRIA GROUP | $185,200 | $543,290 |
| AMERICAN ELECTRIC POWER | $173,430 | $448,440 |
| CHEVRON CORP | $232,320 | $271,975 |
| COCO-COLA COMPANY | $125,126 | $236,750 |
| EXXON MOBIL CORP | $109,032 | $102,285 |
| DUKE ENERGY CORP | $164,030 | $215,750 |
| KRAFT FOODS GRP | $105,014 | $129,120 |
| MERCK & CO | $106,842 | $305,840 |
| MICROSOFT CORP | $165,896 | $609,420 |
| OHIO VALLEY BANC CORP | $5,444,755 | $9,053,018 |
| PFIZER INC | $137,739 | $281,891 |
| PHILIP MORRIS | $85,104 | $66,760 |
| PROCTOR & GAMBLE COMPANY | $60,458 | $86,864 |
| JP MORGAN CHASE CAP X | $148,150 | $244,050 |
| MONDELELEZ INTERNATIONAL | $92,750 | $216,162 |
| ZOETIC INC | $31,968 | $85,540 |
| COLGATE-PALMOLIVE | ||
| NEXTERA ENERGY INC | $203,327 | $347,640 |
| STARBUCKS | $35,190 | $38,640 |
| KENTUCKY STATE PPTY & bLDG | $250,008 | $296,835 |
| AT&T PREFERRED | $189,804 | $166,950 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BOARD MEETING | $37,751 | $9,438 | $28,313 |
| EQUIPMENT REPAIRS | $3,734 | $934 | $2,800 |
| GENERAL LIABILITY | $1,535 | $767 | $768 |
| HEALTH INSURANCE | $11,964 | $2,991 | $8,973 |
| OFFICE REPAIR | $6,731 | $1,684 | $5,047 |
| SECRETARY OF STATE FEE | $15 | $15 | |
| WORKMANS COMPENSATION | $388 | $97 | $291 |
Comments