HUNTINGTON FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- HUNTINGTON FOUNDATION INC (EIN 55-0370129)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-15
- IRS object ID
- 201831359349101423
- 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
- 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
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-15T08:14:10-07:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | FRANK E HANSHAW JR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3045220611 | PhoneNum |
| Signature | 2018-05-11 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELLIE RAE WRIGHT CPA | PreparerPersonNm |
| PTIN | P00190697 | PTIN |
| Phone | 3046977083 | PhoneNum |
| Preparation | 2018-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,825,852 | 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 | $156,024 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $156,024 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $70,348 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $70,348 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$8,995 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,396,893 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $217,377 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $226,372 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $20,700 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $20,700 | CompOfcrDirTrstNetInvstIncmAmt |
| 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 | $300 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $255 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $45 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $12,502 | InterestRevAndExpnssAmt |
| Taxes Rev And Expnss | $4,914 | TaxesRevAndExpnssAmt |
| Occupancy Rev And Expnss | $2,420 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $1,815 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $605 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $22,572 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $16,928 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,644 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $72,063 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $46,622 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,025 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $314,185 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $314,185 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $386,248 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $46,622 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $322,210 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$168,871 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $179,750 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,553 | CashBOYAmt |
| Cash EOY | $2,135 | CashEOYAmt |
| Cash EOYFMV | $2,135 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $348,282 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $287,999 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $287,999 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $1,775 | AcctRcvblAmt |
| Acct Rcvbl BOY | $318 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $1,775 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,775 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $3,296 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,797 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,797 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $3,974,591 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,323,285 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,323,285 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,797,354 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,142,897 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,142,897 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $554,930 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,055,667 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,055,667 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $18,268 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $18,268 | LandBldgEquipAccumDeprecAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $12,794 | OtherAssetsBOYAmt |
| Other Assets EOY | $10,297 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $10,297 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,698,118 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,825,852 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,825,852 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $6,626 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $3,685 | AccountsPayableEOYAmt |
| Grants Payable BOY | $452,210 | GrantsPayableBOYAmt |
| Grants Payable EOY | $439,565 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $458,836 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $443,250 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $6,239,282 | UnrestrictedBOYAmt |
| Unrestricted EOY | $6,382,602 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,239,282 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,382,602 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,698,118 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,825,852 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,239,282 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$168,871 | ExcessRevenueOverExpensesAmt |
| Other Increases | $312,191 | OtherIncreasesAmt |
| Subtotal | $6,382,602 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,382,602 | 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 | $1,396,893 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $1,405,888 | CostOrOtherBasisAmt |
| Gain Or Loss | -$8,995 | GainOrLossAmt |
| FMV As Of123169 | $0 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $0 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | -$8,995 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$8,995 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $228,427 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,662,084 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.034288 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $396,676 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,652,037 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.059632 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $302,906 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,795,730 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.044573 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $192,214 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,882,005 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.027930 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $612,829 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,219,930 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.084880 | DistributionYr5Rt |
| Total Distribution | 0.251303 | TotalDistributionRt |
| Average Distribution | 0.050261 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,627,607 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $333,110 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,798 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $334,908 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $322,210 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,595 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,595 | SubtotalAmt |
| Tax Based On Investment Income | $3,595 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,600 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,600 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$3,600 | OriginalReturnOverpaymentAmt |
| Overpayment | $5 | OverpaymentAmt |
| Applied To ES Tax | $5 | 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 | $4,500 | $0 | $0 |
| LEON K OXLEY | ||||||||
| 81 COPPER GLEN DRIVE | HUNTINGTON | WV | 25701 | VICE PRES./TRSR. | 6.00 | $4,500 | $0 | $0 |
| DR TODD W GRESS | ||||||||
| 1025 ST IVES DR | HURRICANE | WV | 25526 | DIRECTOR | 6.00 | $3,600 | $0 | $0 |
| DR JOSEPH B TOUMA | ||||||||
| 2970 STAUNTON ROAD | HUNTINGTON | WV | 25702 | SECRETARY | 6.00 | $4,500 | $0 | $0 |
| MARGARET MARY LAYNE | ||||||||
| 406 11ST AVE WEST | HUNTINGTON | WV | 25701 | DIRECTOR | 6.00 | $3,600 | $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 |
| Expenses2 | $0 | Expenses2Amt |
| Expenses3 | $0 | Expenses3Amt |
| Expenses4 | $0 | Expenses4Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,268,002 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $446,665 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $13,868 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,728,535 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $6,728,535 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $100,928 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,627,607 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $331,380 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $331,380 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,595 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,595 | TotalTaxAmt |
| Distributable Before Adj | $327,785 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $327,785 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $327,785 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $322,210 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $322,210 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $322,210 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $327,785 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $297,701 | UndistributedIncomePYAmt |
| Qualifying Distributions | $322,210 | QualifyingDistributionsAmt |
| Applied To Year1 | $297,701 | AppliedToYear1Amt |
| Applied To Current Year | $24,509 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $303,276 | UndistributedIncomeCYAmt |
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 (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| HUNTINGTON SYMPHONY ORCHESTRA | ||||||
| 763 3RD AVE | HUNTINGTON | WV | 25701 | N/A | EVENT | $5,000 |
| HERITAGE FARM MUSEUM | ||||||
| 3300 HARVEY ROAD | HUNTINGTON | WV | 25704 | N/A | PROGRAMEDUCATIONAL | $20,000 |
| CABELL CO COALITION FOR THE HOMELESS | ||||||
| 627 4TH AVE | HUNTINGTON | WV | 25701 | N/A | RENOVATIONS | $13,000 |
| RIVER VALLEY CHILD DEV SERVICES | ||||||
| 611 7TH AVE SUITE 301 | HUNTINGTON | WV | 25701 | N/A | PROGRAMEDUCATIONAL | $10,000 |
| CITY OF HUNTINGTON FOUNDATION | ||||||
| 401 11TH STREET SUITE 306 | HUNTINGTON | WV | 25701 | N/A | RENOVATIONS | $24,996 |
| KEITH-ALBEE PERFORMING ARTS CENTER | ||||||
| 925 4TH AVE | HUNTINGTON | WV | 25701 | N/A | RENOVATIONS | $95,269 |
| RECOVERY POINT OF HUNTINGTON | ||||||
| 2425 9TH AVE | HUNTINGTON | WV | 25703 | N/A | SERVICESPROGRAM | $42,924 |
| KIWANIS DAY CARE CENTER | ||||||
| 71 WASHINGTON AVE | HUNTINGTON | WV | 25701 | N/A | SERVICESPROGRAM | $26,996 |
| CABELL COUNTY SCHOOL BOARD | ||||||
| 2850 5TH AVE | HUNTINGTON | WV | 25702 | N/A | PROGRAMAFTER SCHOOL | $1,000 |
| MISSION WEST VIRGINIA | ||||||
| 168 MIDLAND TRAIL SUITE 1 | HURRICANE | WV | 25526 | N/A | ENHANCEMENTEDUCATIONALFUND | $25,000 |
| RIVER VALLEY CHILD DEV SERVICES | ||||||
| 611 7TH AVE SUITE 301 | HUNTINGTON | WV | 25701 | N/A | RENOVATIONFACILITY | $25,000 |
| TRI-STATE FIRE SCHOOL ASSOC INC | ||||||
| 4200 OHIO RIVER ROAD | HUNTINGTON | WV | 25702 | N/A | REPAIR ANDROOFREPLACEMENT | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $314,185 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (13 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 |
| AMERICAN FOUNDATION FOR THE BLIND | ||||||
| 1000 5TH AVENUE | HUNTINGTON | WV | 25701 | N/A | OPERATIONALSUPPORT | $19,052 |
| 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 | $70,311 |
| MARSHALL UNIVERSITY MEDICAL SCHOOL | ||||||
| 1600 MEDICAL CENTER DR | HUNTINGTON | WV | 25701 | N/A | OPERATIONALSUPPORTCERTIFICATION | $24,202 |
| MARSHALL UNIVERSITY MEDICAL SCHOOL | ||||||
| 1600 MEDICAL CENTER DR | HUNTINGTON | WV | 25701 | N/A | SCHOLARSHIPS | $28,124 |
| ROTARY CLUB OF HUNTINGTON | ||||||
| P O BOX 1311 | HUNTINGTON | WV | 25714 | N/A | PARKIMPROVEMENTS | $13,993 |
| HUNTINGTON MUSEUM OF ART | ||||||
| 2033 MCCOY ROAD | HUNTINGTON | WV | 25701 | N/A | SPECIALPROJECTSSUPPORT | $62,639 |
| KEITH-ALBEE PERFORMING ARTS CENTER | ||||||
| 925 4TH AVE | HUNTINGTON | WV | 25701 | N/A | RENOVATIONS | $61,945 |
| RECOVERY POINT OF HUNTINGTON | ||||||
| 2425 9TH AVE | HUNTINGTON | WV | 25703 | N/A | PROGRAMSERVICES | $24,649 |
| KIWANIS DAY CARE CENTER | ||||||
| 71 WASHINGTON AVE | HUNTINGTON | WV | 25701 | N/A | PROGRAMSERVICES | $26,996 |
| RIVER VALLEY CHILD DEV SERVICES | ||||||
| 611 7TH AVE SUITE 301 | HUNTINGTON | WV | 25701 | N/A | FACILITYRENOVATION | $25,000 |
| (no name) | ||||||
| 4200 OHIO RIVER ROAD | HUNTINGTON | WV | 25702 | N/A | ROOFREPAIR ANDREPLACEMENT | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $439,565 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $156,024 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $70,348 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$8,995 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $217,377 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $217,377 | 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 (11 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | Total NetTotalNetAmt | AcquiredAcquiredDt | SoldSoldDt | BasisBasisAmt |
|---|---|---|---|---|---|---|
| DODGE & COX INCOME FD CAP GAIN DISTR | Purchased | $20 | $20 | |||
| FANNIE MAE LITIGATION SETTLEMENT | Purchased | $10 | $10 | |||
| 150 SH BP PLC SPON ADR | Purchased | $5,315 | -$1,212 | 2013-05 | 2017-09 | $6,527 |
| FEDERAL HOME LOAN MTG CORP 2.5% | Purchased | $412,874 | -$10,306 | 2013-04 | 2017-09 | $423,180 |
| FREDDIE MAC 3% DUE 7/1/43 | Purchased | $762,220 | $6,799 | 2013-07 | 2017-09 | $755,421 |
| .3 SH DOWDUPONT INC | Purchased | $21 | $6 | 2015-05 | 2017-10 | $15 |
| 700 SH GENERAL ELECTRIC CO | Purchased | $14,053 | -$6,692 | 2014-06 | 2017-11 | $20,745 |
| STRATEGIC VALUE DIVIDEND FD CAP GAIN DISTR | Purchased | $370 | $370 | |||
| STRATEGIC VALUE DIVIDEND FD CAP GAIN DISTR | Purchased | $2,234 | $2,234 | |||
| DODGE & COX INCOME FD CAP GAIN DISTR | Purchased | $47 | $47 | |||
| U S TREAS BILL DTD 12/08/16 | Purchased | $199,729 | -$271 | 2017-11 | 2017-12 | $200,000 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | VARIOUS CORPORATE BONDS | BondNm |
| EOY Book Value | $1,055,667 | EOYBookValueAmt |
| EOYFMV | $1,055,667 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VARIOUS CORPORATE EQUITY ACCOUNTS | $2,400,274 | $2,400,274 |
| UNREALIZED GAIN/(LOSS) ON AFS | $742,623 | $742,623 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,323,285 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,323,285 | USGovtObligationsEOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt |
|---|---|---|
| OFFICE FURNITURE - PRIOR ACQUISTIONS | $3,731 | $3,731 |
| OFFICE EQUIPMENT | $13,667 | $13,667 |
| OFFICE EQUIPMENT - COPIER | $870 | $870 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $4,851 | $3,638 | $1,213 |
| POST OFFICE BOX RENT | $236 | $177 | $59 |
| SUPPLIES | $428 | $321 | $107 |
| PHONE | $159 | $119 | $40 |
| POSTAGE | $58 | $43 | $15 |
| INVESTMENT | $16,643 | $12,482 | $4,161 |
| MEETINGS | $179 | $134 | $45 |
| MISCELLANEOUS | $18 | $14 | $4 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $312,191 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FRAZIER & OXLEY LC SECRETARIAL SERVICES | CategoryTxt |
| Amt | $300 | Amt |
| Net Investment Income | $255 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $45 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE | CategoryTxt |
| Amt | $4,914 | Amt |
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