BETA

FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
FAMILY CHARITABLE FOUNDATION (EIN 46-4401085)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-15
IRS object ID
201811359349103556
Schema version
2017v2.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-05-15T15:01:15-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN550589014PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HERNDON MORTON HERNDON & YAEGERBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line183 EDGINGTON LANEAddressLine1Txt
CityWHEELINGCityNm
State AbbreviationWVStateAbbreviationCd
ZIP260031541ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN464401085EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FAMILY CHARITABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFAMIBusinessNameControlTxt
Phone3042324350PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line199 EDGINGTON LANEAddressLine1Txt
CityWHEELINGCityNm
State AbbreviationWVStateAbbreviationCd
ZIP26003ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTHOMAS L TUTTLEPersonNm
Person TitlePRESIDENT/TRUSTEEPersonTitleTxt
Phone3042324350PhoneNum
Signature2018-05-15SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT J KRALLPreparerPersonNm
PTINP00051635PTIN
Phone3042422300PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$151,775FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$100ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$52InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$52InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,950DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,950DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$376NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$10,376GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$376CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$2,478TotalRevAndExpnssAmt
Total Net Invst Incm$2,378TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$1,865LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$230LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$1,635LegalFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss$25OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$25OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,890TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$230TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,660TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,600ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,600ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,490TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$230TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$3,260TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,012ExcessRevenueOverExpensesAmt
Net Investment Income$2,148NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$31,475CashBOYAmt
Cash EOY$4,190CashEOYAmt
Cash EOYFMV$4,190CashEOYFMVAmt
Sav And Temp Cash Invst BOY$8,986SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$16,356SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$16,356SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$92,229CorporateStockBOYAmt
Corporate Stock EOY$107,230CorporateStockEOYAmt
Corporate Stock EOYFMV$131,229CorporateStockEOYFMVAmt
Total Assets BOY$132,690TotalAssetsBOYAmt
Total Assets EOY$127,776TotalAssetsEOYAmt
Total Assets EOYFMV$151,775TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$132,690CapitalStockBOYAmt
Capital Stock EOY$127,776CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$132,690TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$127,776TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$132,690TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$127,776TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$132,690TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,012ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$131,678SubtotalAmt
Other Decreases$3,902OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$127,776TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtAcquiredAcquiredDtSoldSoldDtCost Or Other BasisCostOrOtherBasisAmt
JAMES SMALL CAP FUNDP$332$332$332
JAMES SMALL CAP FUNDP$44$44$44
5M SHS BANK OF CHINAP$5,000$0$02016-10-172017-01-19$5,000
5M SHS CAPITAL ONE BANKP$5,000$0$02016-10-172017-04-19$5,000
FieldValueIRS element (for citing)
Capital Gain Net Income$376CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$3,462AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$106,953NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.032369DistributionYr1Rt
Adjusted Qlfy Distri Yr2$4,378AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$75,858NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.057713DistributionYr2Rt
Adjusted Qlfy Distri Yr3$250AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$40,900NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.006112DistributionYr3Rt
Adjusted Qlfy Distri Yr4$0AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$3,283NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.000000DistributionYr4Rt
Total Distribution0.096194TotalDistributionRt
Average Distribution0.024049AverageDistributionRt
Net Vl Noncharitable Assets$143,620NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$3,454AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$21NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$3,475AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$3,260QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$43InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$43SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$43TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$43TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateWVOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressNONEWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3042324350PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line199 EDGINGTON LANEAddressLine1Txt
CityWHEELINGCityNm
State AbbreviationWVStateAbbreviationCd
ZIP26003ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
THOMAS L TUTTLE
20 HAMILTON AVENUEWHEELINGWV26003TRUSTEE0.50$0$0$0
KAREN TUTTLE
20 HAMILTON AVENUEWHEELINGWV26003TRUSTEE0.30$0$0$0
LUTZ ALBRECHT
520 DIXONS RUN ROADTRIADELPHIAWV26059TRUSTEE0.30$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$100,944AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$44,863AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$145,807TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$145,807AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,187CashDeemedCharitableAmt
Net Vl Noncharitable Assets$143,620NetVlNoncharitableAssetsAmt
Minimum Investment Return$7,181MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$7,181MinimumInvestmentReturnAmt
Tax Based On Investment Income$43TaxBasedOnInvestmentIncomeAmt
Total Tax$43TotalTaxAmt
Distributable Before Adj$7,138DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$7,138DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$7,138DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$3,260ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$3,260QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$3,260AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$7,138DistributableAsAdjustedAmt
Undistributed Income PY$3,260UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$3,260QualifyingDistributionsAmt
Applied To Year1$3,260AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$0AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$7,138UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerTHOMAS L TUTTLEContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonTHOMAS L TUTTLERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line199 EDGINGTON LANEAddressLine1Txt
CityWHEELINGCityNm
State AbbreviationWVStateAbbreviationCd
ZIP26003ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3042324350RecipientPhoneNum
Form And Info And MaterialsAPPLICANTS SHOULD CONTACT THOMAS L. TUTTLE AT 99 EDGINGTON LANE, WHEELING, WV 26003 (304) 232-4350 TO OBTAIN A COPY OF THE FAMILY CHARITABLE FOUNDATION GRANT APPLICATION.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsALL DISTRIBUTIONS SHALL BE MADE FOR THE ACCOMPLISHMENT OF CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES OR FOR THE PREVENTION OF CRUELTY TO CHILDREN OR ANIMALS IN ANY AREAS OF THE UNITED STATES; HOWEVER, PREFERENCE SHALL BE AFFORDED TO QUALIFYING ORGANIZATIONS AND USES LOCATED IN WEST VIRGINIA. IN ADDITION, SPECIAL CONSIDERATION SHALL BE GIVEN TO CHARITABLE ORGANIZATIONS WHICH PROVIDE ASSISTANCE TO THE ELDERLY AND TO THE DISABLED.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ARC OF OHIO COUNTY
439 WARWOOD AVENUEWHEELINGWV26003N/APUBLIC CHARITYGENERAL PURPOSES$500
OHIO COUNTY SPECIAL OLYMPICS
1206 VIRGINIA ST EAST SUITE 100CHARLESTONWV25301N/APUBLIC CHARITYGENERAL PURPOSES$500
WORLD WIDE FISTULA FUND
1100 EAST WOODFIELD ROAD SUITE 350SCHAUMBURGIL60173N/APUBLIC CHARITYGENERAL PURPOSES$500
WHEELING JESUIT UNIVERSITY HOLIDAY GIVING TREE
316 WASHINGTON AVENUEWHEELINGWV26003N/APUBLIC CHARITYGENERAL PURPOSES$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,600TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$52ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,950ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$376ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$2,378ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,378TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (52 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
5M SHS BANK OF CHINA$5,000$5,000
5M SH BANK OF INDIA$5,000$4,999
5M SHS BANK OF BARODA$5,000$4,998
5M SHS STATE BANK OF INDIA CD (1.5%)$5,000$5,000
5M SHS STATE BANK OF INDIA CD (1.75%)$5,000$4,998
30 SHS AT&T INC$987$1,166
20 SHS ABBVIE INC$1,211$1,934
10 SHS ALPHABET INC$7,807$10,464
5 SHS AMAZON COM INC$4,116$5,847
25 SHS AMERICAN EXPRESS CO$1,356$2,483
10 SHS AMGEN INCORPORATED$1,529$1,739
40 SHS APACHE CORP$1,578$1,689
15 SHS APPLE INC$1,469$2,538
10 SHS BOEING CO$1,184$2,949
20 SHS BRISTOL-MYERS SQUIBB$1,185$1,226
20 SHS CARDINAL HEALTH INC$1,640$1,225
15 SHS CATERPILLAR INC$1,090$2,364
20 SHS CHEVRON CORPORATION$1,765$2,504
15 SHS CONSTELLATION BRAND$2,284$3,429
25 SHS DOW DUPONT (FORMERLY DOW CHEMICAL CO)$1,086$1,781
15 SHS EXXON MOBIL CORP$1,090$1,255
10 SHS FEDEX CORP$1,508$2,495
75 SHS FIFTH THIRD BANCORP$1,496$2,276
50 SHS FREEPORT MCMORAN INC$567$948
50 SHS GENERAL ELECTRIC CO$1,469$873
20 SHS GILEAD SCIENCES INC$1,739$1,433
15 SHS GUGGENHEIM S&P MIDCAP$1,682$2,312
10 SHS HOME DEPOT INC$1,152$1,895
10 SHS IBM CORP$1,554$1,534
30 SHS INTEL CORP$1,132$1,385
15 SHS ISHARES S&P MID CAP$1,677$2,402
30 SHS ISHARES CORE S&P SMALL (15 SHS ISSUED PER STOCK SPLIT)$1,535$2,304
51.11 SHS JAMES SMALL CAP FUND$1,450$1,545
15 SHS JOHNSON & JOHNSON$1,526$2,096
25 SHS JPMORGAN CHASE$1,464$2,674
50 SHS MASCO CORP$1,363$2,197
20 SHS MICROSOFT CORP$1,156$1,711
30 SHS MYLAN$1,411$1,269
20 SHS PAYCHEX INC$915$1,362
20 SHS PEPSICO INCORPORATED$1,998$2,398
10 SHS PPG INDUSTRIES INC$935$1,168
15 SHS SCHLUMBERGER LTD$1,095$1,011
20 SHS SIMON PPTY GROUP$3,954$3,435
25 SHS TECHNOLOGY SELECT SECTOR$1,193$1,599
25 SHS TJX COMPANIES INC$1,826$1,912
15 SHS UNITED TECHNOLOGIES$1,339$1,914
20 SHS VERIZON COMMUNICATIONS$1,013$1,059
20 SHS VISA INC$1,444$2,280
35 SHS WALGREENS BOOTS$2,752$2,542
20 SHS WALT DISNEY CO$1,959$2,150
30 SHS WELLS FARGO & CO$1,505$1,820
160 SHS WEYERHAEUSER CO$5,044$5,642

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryHMHY LEGAL FEESCategoryTxt
Legal Fees$1,865LegalFeesAmt
Net Investment Income$230NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,635DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescITEMS PAID/ADJUSTED IN 2017 FOR 2016Desc
Amt$3,902Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescWV SOS ANNUAL REPORT FEEDesc
Revenue And Expenses Per Books$25RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$25DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonTHOMAS L TUTTLEPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line120 HAMILTON AVENUEAddressLine1Txt
CityWHEELINGCityNm
State AbbreviationWVStateAbbreviationCd
ZIP26003ZIPCd

Comments

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