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FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
FAMILY CHARITABLE FOUNDATION (EIN 46-4401085)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-05-15
IRS object ID
201711359349102046
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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-05-15T11:00:41-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

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 Begin2016-01-01TaxPeriodBeginDt

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
Signature2017-05-12SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT J KRALLPreparerPersonNm
PTINP00051635PTIN
Phone3042422300PhoneNum
Self EmployedYes (X)SelfEmployedInd

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address50.197.35.193IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-05-12IPDt
IP Tm10:33:53IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdA0B96FAE935D657341F2D5A9108A593CA2A55055AtSubmissionCreationDeviceId
At Submission Filing Device Id97F2333244DAB45E9A55566769FD60D22879D33AAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$140,414FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$33,999ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$4InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$4InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,111DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,111DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$35,114TotalRevAndExpnssAmt
Total Net Invst Incm$1,115TotalNetInvstIncmAmt
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$3,874LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$1,937LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$1,937LegalFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss$25OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$25OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,899TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,937TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,962TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$5,399TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,937TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$3,462TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$29,715ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$52,876CashBOYAmt
Cash EOY$31,475CashEOYAmt
Cash EOYFMV$31,475CashEOYFMVAmt
Sav And Temp Cash Invst BOY$33,414SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$8,986SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$8,986SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$16,685CorporateStockBOYAmt
Corporate Stock EOY$92,229CorporateStockEOYAmt
Corporate Stock EOYFMV$99,953CorporateStockEOYFMVAmt
Total Assets BOY$102,975TotalAssetsBOYAmt
Total Assets EOY$132,690TotalAssetsEOYAmt
Total Assets EOYFMV$140,414TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$102,975CapitalStockBOYAmt
Capital Stock EOY$132,690CapitalStockEOYAmt
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$102,975TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$132,690TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$102,975TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$132,690TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$102,975TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$29,715ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$132,690SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$132,690TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$4,378AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$75,858NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.057713DistributionYr1Rt
Adjusted Qlfy Distri Yr2$250AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$40,900NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.006112DistributionYr2Rt
Adjusted Qlfy Distri Yr3$0AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$3,283NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.000000DistributionYr3Rt
Total Distribution0.063825TotalDistributionRt
Average Distribution0.021275AverageDistributionRt
Net Vl Noncharitable Assets$106,953NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$2,275AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$0NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$2,275AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$3,462QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$0SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$0TaxDueAmt

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$56,159AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$52,423AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$108,582TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$108,582AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,629CashDeemedCharitableAmt
Net Vl Noncharitable Assets$106,953NetVlNoncharitableAssetsAmt
Minimum Investment Return$5,348MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$5,348MinimumInvestmentReturnAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$5,348DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$5,348DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$5,348DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$3,462ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$3,462QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$3,462AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$5,348DistributableAsAdjustedAmt
Undistributed Income PY$1,374UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$3,462QualifyingDistributionsAmt
Applied To Year1$1,374AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,088AppliedToCurrentYearAmt
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$3,260UndistributedIncomeCYAmt
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 (3 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
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,500TotalGrantOrContriPdDurYrAmt
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$4ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,111ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,115ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,115TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonTHOMAS L TUTTLEContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line120 HAMILTON AVENUEAddressLine1Txt
CityWHEELINGCityNm
State AbbreviationWVStateAbbreviationCd
ZIP26003ZIPCd
FieldValueIRS element (for citing)
Total Contributions$33,899TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (49 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
5M SHS BANK OF CHINA$5,000$5,000
5M CAPITAL ONE BANK$5,000$5,000
30 SHS AT&T INC$987$1,276
20 SHS ABBVIE INC$1,211$1,252
10 SHS ALPHABET INC$7,807$7,718
5 SHS AMAZON COM INC$4,116$3,749
25 SHS AMERICAN EXPRESS CO$1,356$1,852
10 SHS AMGEN INCORPORATED$1,529$1,462
40 SHS APACHE CORP$1,578$2,539
15 SHS APPLE INC$1,469$1,737
10 SHS BOEING CO$1,184$1,557
20 SHS BRISTOL-MYERS SQUIBB$1,185$1,169
20 SHS CARDINAL HEALTH INC$1,640$1,439
15 SHS CATERPILLAR INC$1,090$1,391
20 SHS CHEVRON CORPORATION$1,765$2,354
15 SHS CONSTELLATION BRAND$2,284$2,300
25 SHS DOW CHEMICAL COMPANY$1,086$1,431
15 SHS EXXON MOBIL CORP$1,090$1,354
10 SHS FEDEX CORP$1,508$1,862
75 SHS FIFTH THIRD BANCORP$1,496$2,023
50 SHS FREEPORT MCMORAN INC$567$660
50 SHS GENERAL ELECTRIC CO$1,469$1,580
20 SHS GILEAD SCIENCES INC$1,739$1,432
15 SHS GUGGENHEIM S&P MIDCAP$1,682$1,933
10 SHS HOME DEPOT INC$1,152$1,341
10 SHS IBM CORP$1,554$1,660
30 SHS INTEL CORP$1,132$1,088
15 SHS ISHARES S&P MID CAP$1,676$2,178
15 SHS ISHARES CORE S&P SMALL$1,535$2,063
51.11 SHS JAMES SMALL CAP FUND$1,450$1,821
15 SHS JOHNSON & JOHNSON$1,526$1,728
25 SHS JPMORGAN CHASE$1,464$2,157
50 SHS MASCO CORP$1,363$1,581
20 SHS MICROSOFT CORP$1,156$1,243
30 SHS MYLAN$1,411$1,145
20 SHS PAYCHEX INC$915$1,218
20 SHS PEPSICO INCORPORATED$1,998$2,093
10 SHS PPG INDUSTRIES INC$935$948
15 SHS SCHLUMBERGER LTD$1,095$1,259
20 SHS SIMON PPTY GROUP$3,954$3,553
25 SHS TECHNOLOGY SELECT SECTOR$1,193$1,209
25 SHS TJX COMPANIES INC$1,826$1,878
15 SHS UNITED TECHNOLOGIES$1,339$1,644
20 SHS VERIZON COMMUNICATIONS$1,013$1,068
20 SHS VISA INC$1,444$1,560
35 SHS WALGREENS BOOTS$2,752$2,897
20 SHS WALT DISNEY CO$1,959$2,084
30 SHS WELLS FARGO & CO$1,505$1,653
160 SHS WEYERHAEUSER CO$5,044$4,814

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryHMHY LEGAL FEESCategoryTxt
Legal Fees$3,874LegalFeesAmt
Net Investment Income$1,937NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,937DisbursementsCharitablePrpsAmt

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

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