ERICKSON FOUNDATION TR: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- ERICKSON FOUNDATION TR (EIN 55-0722731)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-15
- IRS object ID
- 201743199349102909
- Schema version
- 2016v3.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Land Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-15T14:37:42-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 550603535 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCDONOUGH EDDY PARSONS & BAYLOUS AC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 184 | AddressLine1Txt |
| City | PARKERSBURG | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 261020184 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 550722731 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ERICKSON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ERIC | BusinessNameControlTxt |
| Phone | 3044852051 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 MARKET STREET | AddressLine1Txt |
| City | PARKERSBURG | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 26101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHY G EDDY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3044852051 | PhoneNum |
| Signature | 2017-11-15 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHARLES M MULLIGAN CPA | PreparerPersonNm |
| PTIN | P01273681 | PTIN |
| Phone | 3044288091 | PhoneNum |
| Preparation | 2017-11-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | 2C5C11D4EF7141338A4B266ACED34D005E3B6382 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 25FFBA40D147944C5E522AC40EB74DC0ACE75888 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,353,015 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $8 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $329,140 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $329,140 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $19,799 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $7,505 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $31,525 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $1,484 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,484 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $338,137 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $330,632 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $11,025 | OthEmplSlrsWgsRevAndExpnssAmt |
| Pension Empl Bnft Rev And Expnss | $7,490 | PensionEmplBnftRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $5,028 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,028 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $455 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $455 | OtherProfFeesNetInvstIncmAmt |
| Occupancy Rev And Expnss | $4,417 | OccupancyRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $112 | TravConfMeetingRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $309,341 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $309,341 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $337,868 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $314,824 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $69,315 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $69,315 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $407,183 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $314,824 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $69,315 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$69,046 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $15,808 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $91,836 | CashBOYAmt |
| Cash EOY | $106,929 | CashEOYAmt |
| Cash EOYFMV | $106,929 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $83,760 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $83,618 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $83,618 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $760 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $760 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $760 | PrepaidExpensesEOYFMVAmt |
| Invst Land Cost Or Other Basis | $4,647,598 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $1,642,505 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $3,064,777 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $3,005,093 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $2,164,316 | LandBldgInvestmentsEOYFMVAmt |
| Other Assets BOY | $21,725 | OtherAssetsBOYAmt |
| Other Assets EOY | -$2,608 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | -$2,608 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,262,858 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,193,792 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,353,015 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $200 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $180 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $200 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $180 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $3,262,658 | UnrestrictedBOYAmt |
| Unrestricted EOY | $3,193,612 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,262,658 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,193,612 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,262,858 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,193,792 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,262,658 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$69,046 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,193,612 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,193,612 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| JEWELRY | P | 1990-01-01 | 2016-09-30 | $18,000 | $24,020 | -$6,020 | -$6,020 |
| VARIOUS SMALL ITEMS | P | 1990-01-01 | 2016-10-31 | $5,025 | $5,025 | $5,025 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$995 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $76,976 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,817,197 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.027324 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $49,506 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,821,228 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.017548 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $30,100 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,758,736 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.008008 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $428,447 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,336,757 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.128402 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $50,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,504,200 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.014269 | DistributionYr5Rt |
| Total Distribution | 0.195551 | TotalDistributionRt |
| Average Distribution | 0.039110 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,337,393 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $91,415 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $158 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $91,573 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $69,315 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $316 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $316 | SubtotalAmt |
| Tax Based On Investment Income | $316 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $760 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $760 | TotalPaymentsAndCreditsAmt |
| Overpayment | $444 | OverpaymentAmt |
| Applied To ES Tax | $444 | 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 |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ERICKSON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3044852051 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 MARKET STREET | AddressLine1Txt |
| City | PARKERSBURG | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 26101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | Yes (true) | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| KATHY G EDDY | ||||||||
| 412 MARKET STREET | PARKERSBURG | WV | 26101 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| LAURIE A ERICKSON | ||||||||
| 4333 N OCEAN BLVD | GULF STREAM | FL | 33483 | TRUSTEE | 2.00 | $0 | $11,742 | $8,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE ERICKSON FOUNDATION'S MAIN FOCUS IS EDUCATION IN WEST VIRGINIA'S HIGH SCHOOLS AND COLLEGES INCLUDING ATHLETIC PROGRAMS AND FACILIATES, AND ALUMNI CENTERS. | Description1Txt |
| Expenses1 | $55,500 | Expenses1Amt |
| Description2 | C.O. ERICKSON WAS THE FOUNDER OF THE ERICKSON HAIR & SKIN CARE CENTER AT MAYO CLINIC IN ROCHESTER MN. THE ERICKSON FOUNDATION PROVIDES ONGOING SUPPORT TO THAT CENTER. | Description2Txt |
| Expenses2 | $10,000 | Expenses2Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $210,520 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,162,468 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,372,988 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,372,988 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $35,595 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,337,393 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $116,870 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $116,870 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $316 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $316 | TotalTaxAmt |
| Distributable Before Adj | $116,554 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $116,554 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $116,554 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $69,315 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $69,315 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $69,315 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $116,554 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $37,487 | UndistributedIncomePYAmt |
| Qualifying Distributions | $69,315 | QualifyingDistributionsAmt |
| Applied To Year1 | $37,487 | AppliedToYear1Amt |
| Applied To Current Year | $31,828 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $84,726 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LAURIE A ERICKSON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| MAYO CLINIC FOUNDATION | |||||||
| 200 FIRST STREET | ROCHESTER | MN | 55905 | N/A | PC | SUPPORT OF OPERATION OF HAIR AND SKI | $10,000 |
| WVU FOUNDATION - WEST VIR | |||||||
| ONE WATERFRONT PLACE 7TH | MORGANTOWN | WV | 26507 | N/A | PC | UNIVERSITY PRESIDENT'S RESIDENCE | $20,000 |
| WVU FOUNDATION - WEST VIR | |||||||
| ONE WATERFRONT PLACE 7TH | MORGANTOWN | WV | 26507 | N/A | PC | ERICKSON ALUMNI ASSOCIATION BUILDING | $35,500 |
| HABITAT FOR HUMANITY | |||||||
| 600 16TH STREET | VIENNA | WV | 26105 | CONSTRUCTION MATERIALS | $3,815 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $69,315 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $19,799 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 25 | ExclusionCd |
| Exclusion | $7,505 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| MISC INCOME | 25 | $1,050 |
| OIL & GAS INVESTMENT | 15 | $434 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $28,796 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $28,796 | 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 | ACCOUNTING & LEGAL FEES | CategoryTxt |
| Amt | $5,028 | Amt |
| Net Investment Income | $5,028 | NetInvestmentIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | CADILLAC | AssetDesc |
| Acquired | 2006-09 | AcquiredDt |
| How Acquired | PURCHASE | HowAcquiredTxt |
| Sold | 2016-03 | SoldDt |
| Gross Sales Price | $8,500 | GrossSalesPriceAmt |
| Basis | $25,103 | BasisAmt |
| Total Net | $8,500 | TotalNetAmt |
| Accumulated Depreciation | $25,103 | AccumulatedDepreciationAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | LAND, BUILDINGS, AND EQUIPMENT | CategoryOrItemTxt |
| Cost Or Other Basis | $4,647,598 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $1,642,505 | AccumulatedDepreciationAmt |
| Book Value | $3,005,093 | BookValueAmt |
| EOYFMV | $2,164,316 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| JEWELRY | $24,020 | ||
| OIL & GAS MINERAL RIGHTS | -$2,295 | -$2,608 | -$2,608 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (17 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| REAL ESTATE RENTAL | ||
| EMPLOYEE SALARIES AND WAGES | $10,918 | $10,918 |
| UTILITIES | $15,075 | $15,075 |
| TELEPHONE | $1,129 | $1,129 |
| BUILDING REPAIRS | $124,176 | $124,176 |
| INSURANCE | $23,013 | $23,013 |
| EMPLOYEE INSURANCE | $7,491 | $7,491 |
| JANITORIAL SERVICE AND SUPPLI | $8,212 | $8,212 |
| TRASH HAULING | $977 | $977 |
| OFFICE EXPENSE | $1,639 | $1,639 |
| AUTO, TRUCK AND EQUIPMENT | $864 | $864 |
| EQUIPMENT RENTAL | $1,953 | $1,953 |
| MISCELLANEOUS | $167 | $167 |
| SMALL TOOLS | $711 | $711 |
| SUPPLIES | $580 | $580 |
| TAXES | $35,121 | $35,121 |
| INVESTMENT DEPRECIATION | $77,315 | $77,315 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| MISC INCOME | $1,050 | $1,050 |
| OIL & GAS INVESTMENT | $434 | $434 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| DUES AND SUBSCRIPTIONS | $305 | $305 |
| INVESTMENT ADVISORY FEES | $150 | $150 |
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