MORRIS AND DOROTHY HASKINS FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
MORRIS AND DOROTHY HASKINS FOUNDATION INC (EIN 61-1267321)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-17
IRS object ID
202533219349105493
Schema version
2024v5.0
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)
Return2025-11-17T16:01:27-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN611305816PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1TAYLOR POLSON & CO PSCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1101 MCKENNA STAddressLine1Txt
CityGLASGOWCityNm
State AbbreviationKYStateAbbreviationCd
ZIP42141ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN611267321EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MORRIS & DOROTHY HASKINS FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMORRBusinessNameControlTxt
Phone2707910109PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11430 EUCLID AVEAddressLine1Txt
CityBOWLING GREENCityNm
State AbbreviationKYStateAbbreviationCd
ZIP42103ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJULIA A WEDGEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Signature2025-11-17SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJEFF P CARTER CPAPreparerPersonNm
PTINP00721592PTIN
Phone2706518877PhoneNum
Preparation2025-11-17PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$5,310,265FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$8,181InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$8,181InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$8,181InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$126,276DividendsRevAndExpnssAmt
Dividends Net Invst Incm$126,276DividendsNetInvstIncmAmt
Dividends Adj Net Incm$126,276DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$286,814NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$542,542GrossSalesPriceAmt
Total Rev And Expnss$421,271TotalRevAndExpnssAmt
Total Net Invst Incm$134,457TotalNetInvstIncmAmt
Total Adj Net Incm$134,457TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$360,660CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$180,330CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$180,330CompOfcrDirTrstDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$46,359PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$23,179PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$23,180PensionEmplBnftDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,565AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,282AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,283AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$9,255OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$4,628OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$4,627OtherProfFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,293OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$647OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$646OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$420,132TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$210,066TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$210,066TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$241,090ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$241,090ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$661,222TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$210,066TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$451,156TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$239,951ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$134,457AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$43,209CashBOYAmt
Cash EOY$65,348CashEOYAmt
Cash EOYFMV$65,348CashEOYFMVAmt
Sav And Temp Cash Invst BOY$12,586SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$7,302SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$7,302SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$3,458,708CorporateStockBOYAmt
Corporate Stock EOY$3,328,140CorporateStockEOYAmt
Corporate Stock EOYFMV$5,237,615CorporateStockEOYFMVAmt
Corporate Bonds BOY$125,002CorporateBondsBOYAmt
Total Assets BOY$3,639,505TotalAssetsBOYAmt
Total Assets EOY$3,400,790TotalAssetsEOYAmt
Total Assets EOYFMV$5,310,265TotalAssetsEOYFMVAmt
Other Liabilities BOY$435OtherLiabilitiesBOYAmt
Other Liabilities EOY$1,671OtherLiabilitiesEOYAmt
Total Liabilities BOY$435TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,671TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$3,639,070RetainedEarningBOYAmt
Retained Earning EOY$3,399,119RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,639,070TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,399,119TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,639,505TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,400,790TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,639,070TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$239,951ExcessRevenueOverExpensesAmt
Subtotal$3,399,119SubtotalAmt
Tot Net Ast Or Fund Balances EOY$3,399,119TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJULIA A WEDGEIndividualWithBooksNm
Phone2707910109PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11430 EUCLID AVENUEAddressLine1Txt
CityBOWLING GREENCityNm
State AbbreviationKYStateAbbreviationCd
ZIP42103ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PAUL D WEDGE JR
1767 CHESTNUT STREETBOWLING GREENKY42101DIRECTOR1.00$40,000$0$0
CAROLINE WEDGE
1430 EUCLID AVEBOWLING GREENKY42101DIRECTOR16.00$14,160$0$0
JULIA A WEDGE
1430 EUCLID AVENUEBOWLING GREENKY42103PRESIDENT20.00$305,000$0$0
MICHAEL SPENCER
1430 EUCLID AVENUEBOWLING GREENKY42103DIRECTOR1.00$500$0$0
PAUL SPENCER
1430 EUCLID AVENUEBOWLING GREENKY42103DIRECTOR1.00$500$0$0
MATTHEW SPENCER
1430 EUCLID AVENUEBOWLING GREENKY42103DIRECTOR1.00$500$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$4,538,991AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$64,223AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,603,214TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$4,603,214AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$69,048CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,534,166NetVlNoncharitableAssetsAmt
Minimum Investment Return$226,708MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$226,708MinimumInvestmentReturnAmt
Distributable Before Adj$226,708DistributableBeforeAdjAmt
Distributable Before Ded$226,708DistributableBeforeDedAmt
Distributable As Adjusted$226,708DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$451,156ExpensesAndContributionsAmt
Qualifying Distributions$451,156QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$226,708DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$3,408,415ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$141,737ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$155,942ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$3,706,094TotalExcessDistributionCyovAmt
Qualifying Distributions$451,156QualifyingDistributionsAmt
Applied To Current Year$226,708AppliedToCurrentYearAmt
Remaining Distri From Corpus$224,448RemainingDistriFromCorpusAmt
Total Corpus$3,930,542TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$3,930,542ExcessDistriCyovToNextYrAmt
Excess From Year4$3,408,415ExcessFromYear4Amt
Excess From Year2$141,737ExcessFromYear2Amt
Excess From Year1$155,942ExcessFromYear1Amt
Excess From Current Year$224,448ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJULIA WEDGERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11430 EUCLID AVEAddressLine1Txt
CityBOWLING GREENCityNm
State AbbreviationKYStateAbbreviationCd
ZIP42103ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2707910109RecipientPhoneNum

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALLEY CAT ADVOCATES
3524 NEWBURG ROADLOUISVILLEKY40218DONEE501 C 3FINANCIAL SUPPORT$100
AMERICAN CANCER SOCIETY
PO BOX 6704HAGERSTOWNMD21741DONEE501 C 3FINANCIAL SUPPORT$20,000
ARTS OF SOUTHERN KY
601 COLLEGE STBOWLING GREENKY42101DONEE501 C 3FINANCIAL SUPPORT$8,335
BOWLING GREEN GARDEN CLUB
1200 OLD ZION CHRUCH RDBOWLING GREENKY42101DONEE501 C 3FINANCIAL SUPPORT$1,164
BOWLING GREEN HIGH SCHOOL
1801 ROCKINGHAM AVEBOWLING GREENKY42104DONEEPCFINANCIAL SUPPORT$1,000
BOWLING GREEN JR HIGH SCHOOL
1211 CENTER STBOWLING GREENKY42101DONEEPCFINANCIAL SUPPORT$1,000
BOWLING GREEN WARREN CO HUMAN RIGHT
491 DOUBLE SPRINGS ROADBOWLING GREENKY42101DONEEPCFINANCIAL SUPPORT$2,000
CENTER FOR CORAGEOUS KIDS
1501 BURNLEY ROADSCOTTSVILLEKY42164DONEE501 C 3FINANCIAL SUPPORT$20,800
CHEECKWOOD
1200 FORREST PARK DRIVENASHVILLETN37205DONEE501 C 3FINANCIAL SUPPORT$1,596
CURBSIDE MINISTRY
US 68 WBOWLING GREENKY42101DONEE501 C 3FINANCIAL SUPPORT$1,000
DISHMAN ELEMENTARY SCHOOL
375 GLEN LILY ROADBOWLING GREENKY42101DONEEPCFINANCIAL SUPPORT$2,000
DISTINGUISHED YOUNG WOMEN
119 RIVERWOOD AVEBOWLING GREENKY42103DONEE501 C 3FINANCIAL SUPPORT$2,500
FIRST BAPTIST CHRUCH BG KY
621 E 12TH STREETBOWLING GREENKY42101DONEECHRUCHFINANCIAL SUPPORT$100
FIRST BAPTIST CHRUCH G OH
1100 4TH AVEGALLIPOLISOH45631DONEECHRUCHFINANCIAL SUPPORT$1,100
GRACE CHURCH BETHLEHEM
BETHLEHEM PABETHLEHEMPA18015DONEECHURCHFINANCIAL SUPPORT$10,000
HOSPICE OF SOUTHERN KENTUCKY
5872 SCOTTSVILLE RDBOWLING GREENKY42103DONEE501 C 3FINANCIAL SUPPORT$10,500
HOSPICE OF WESTERN KENTUCKY
3419 WATHENS CROSSINGSOWENSBOROKY42301DONEE501 C 3FINANCIAL SUPPORT$100
HOUCHENS CENTER FOR WOMEN
1115 ADAMS STREETBOWLING GREENKY42101DONEE501 C 3FINANCIAL SUPPORT$7,067
LIFE SPRING CHRUCH
9850 CAROLINA TRACE ROADHARRISONOH45030DONEECHURCHFINANCIAL SUPPORT$11,000
MEDICAL CENTER OF BOWLING GREEN
250 PARK STREETBOWLING GREENKY42101DONEE501 C 3FINANCIAL SUPPORT$5,000
NORTONS CHILDERNS HOSPITAL
234 EAST GRAY ST STE 450LOUISVILLEKY40202DONEE501 C 3FINANCIAL SUPPORT$6,000
OHIO CANCER RESEARCH
85 E GRAY STREETCOLUMBUSOH43215DONEE501 C 3FINANCIAL SUPPORT$155
PEO
3700 GRAND AVENUEDES MOINESIA50312DONEE501 C 3FINANCIAL SUPPORT$2,428
POTTER GRAY ELEMENTARY
610 WAKEFIELD STBOWLING GREENKY42103DONEE501 C 3FINANCIAL SUPPORT$1,000
PRESBYTERIAN CHURCH
1003 STATE STBOWLING GREENKY42101DONEE501 C 3FINANCIAL SUPPORT$26,882
SALVATION ARMY
400 W MAIN STREETBOWLING GREENKY42101DONEE501 C 3FINANCIAL SUPPORT$1,000
WARREN COUNTY SCHOOLS
303 LOVERS LANEBOWLING GREENKY42101DONEESCHOOLFINANCIAL SUPPORT$13,174
WESTERN KENTUCKY UNIVERSITY AXID
1906 COLLEGE HEIGHTS BLVDBOWLING GREENKY42101DONEE501 C 3FINANCIAL SUPPORT$2,073
WESTERN KENTUCKY UNIVERSITY - GATTO
1906 COLLEGE HEIGHTS BLVDBOWLING GREENKY42101DONEE501 C 3FINANCIAL SUPPORT$6,000
WESTERN KENTUCKY UNIVERSITY - HAF
1906 COLLEGE HEIGHTS BLVDBOWLING GREENKY42101DONEE501 C 3FINANCIAL SUPPORT$42,778
WKU-RED TOWEL
1906 COLLEGE HEIGHTS BLVDBOWLING GREENKY42101DONEE501 C 3FINANCIAL SUPPORT$26,000
WKU
1906 COLLEGE HEIGHTS BLVDBOWLING GREENKY42101DONEE501 C 3FINANCIAL SUPPORT$7,238
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$241,090TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$8,181RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$126,276RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$286,814RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$421,271RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$421,271TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,565Amt
Net Investment Income$1,282NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,283DisbursementsCharitablePrpsAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (8 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
AMERICAN ELECTRIC POWER2009-07PURCHASE2024-10$23,119$6,560$16,559
JP MORGAN CHASE2014-10PURCHASE2024-12$71,831$20,741$51,090
KY ST C2009-06PURCHASE2024-06$128,561$125,001$3,560
MERCK AND CO INC2010-03PURCHASE2024-01$25,399$7,868$17,531
MICROSOFT CORP2009-06PURCHASE2024-12$146,694$8,488$138,206
NEXTERA ENERGY INC2014-10PURCHASE2024-10$52,304$16,214$36,090
PFIZER INC2014-10PURCHASE2024-05$71,397$53,261$18,136
STARBUCKS CORP2016-02PURCHASE2024-05$23,237$17,595$5,642

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondKENTUCKY ST PPTY & BUILDINGSBondNm

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ALPHABET INC CL C$23,208$38,088
ALTRIA GROUP$38,564$122,882
AMERICAN ELECTRIC POWER$47,058$152,180
CHEVRON CORP$108,829$144,840
COCO-COLA COMPANY$51,681$127,633
DUKE ENERGY CORP$67,380$107,740
JP MORGAN CHASE & CO$53,334$215,739
MERCK & CO$37,383$150,215
MICROSOFT CORP$11,238$198,105
NEXTERA ENERGY INC$58,620$168,472
PFIZER INC
PROCTOR & GAMBLE$18,965$50,295
STARBUCKS
ZOETIS INC$39,068$97,758
OHIO VALLEY BANC CORP$2,772,812$3,663,668

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
FILING FEE$15$8$7
OFFICE SUPPLIES$66$33$33
WORKERS COMP INSURANCE$1,212$606$606

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescPAYROLL TAXES PAYABLEDesc
BOY Book Value$435BOYBookValueAmt
EOY Book Value$1,671EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$9,255Amt
Net Investment Income$4,628NetInvestmentIncomeAmt
Disbursements Charitable Prps$4,627DisbursementsCharitablePrpsAmt

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