MCDAVID FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- MCDAVID FOUNDATION (EIN 55-0730152)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-11
- IRS object ID
- 201741319349101884
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-11T14:37:32-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 560747981 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIXON HUGHES GOODMAN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1747 | AddressLine1Txt |
| City | CHARLESTON | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 253261747 | 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 | 550730152 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCDAVID FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MCDA | BusinessNameControlTxt |
| Phone | 3043471102 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1410 WOODMERE DRIVE | AddressLine1Txt |
| City | CHARLESTON | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 25314 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DIANA LONG | PersonNm |
| Person Title | PRESIDENT/TREASURER | PersonTitleTxt |
| Phone | 3043471102 | PhoneNum |
| Signature | 2017-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SUSAN S DULL | PreparerPersonNm |
| PTIN | P00233523 | PTIN |
| Phone | 3043430168 | PhoneNum |
| Preparation | 2017-05-10 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 204.15.98.225 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-10 | IPDt |
| IP Tm | 15:20:08 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B835909F78814B4D07D271F137E3A0796EDDD15A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B67898B6CC3E49A2C09A42D35EB7EBC02AF9DF2F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,868,304 | 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 | $33,234 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $33,234 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $41,605 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $63,464 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $41,605 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $200,467 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $275,306 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $74,839 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,625 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $875 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $7,914 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $431 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,222 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $276 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $172 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,636 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,332 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,047 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $15,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $15,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $29,636 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,332 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $16,047 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $245,670 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $71,507 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $681 | CashBOYAmt |
| Cash EOY | $2,157 | CashEOYAmt |
| Cash EOYFMV | $2,157 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,695,656 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,749,064 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,643,024 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $32,931 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $223,123 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $223,123 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,729,268 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,974,344 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,868,304 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $594 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $594 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,728,674 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,974,344 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,728,674 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,974,344 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,729,268 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,974,344 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,728,674 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $245,670 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,974,344 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,974,344 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 426.076 SHS STAR FUND | P | 2015-07-15 | 2016-05-09 | $10,000 | $10,771 | -$771 | -$771 |
| 122.2 SHS STAR FUND | P | 2015-07-17 | 2016-08-10 | $3,000 | $3,088 | -$88 | -$88 |
| 325.071 SHS STAR FUND | P | 2015-07-17 | 2016-12-14 | $8,000 | $8,000 | $0 | $0 |
| CAPITAL GAINS DIVIDENDS | P | $42,464 | $42,464 | $42,464 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $41,605 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $116,032 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,702,959 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.068136 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $164,888 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,873,157 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.088027 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $164,157 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,870,309 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.087770 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $165,225 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,817,429 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.090911 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $170,034 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,900,331 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.089476 | DistributionYr5Rt |
| Total Distribution | 0.424320 | TotalDistributionRt |
| Average Distribution | 0.084864 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,799,817 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $152,740 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $715 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $153,455 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $16,047 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,430 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,430 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,430 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,040 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,040 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,610 | OverpaymentAmt |
| Applied To ES Tax | $2,610 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WV | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.MCDAVIDFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | DIANA LONG | IndividualWithBooksNm |
| Phone | 3043469001 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1410 WOODMERE DRIVE | AddressLine1Txt |
| City | CHARLESTON | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 25314 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| BRADFORD A MCDAVID | ||||||||
| 4883 EAST US HIGHWAY 36 | URBANA | OH | 25314 | PRESIDENT/TREAS/DIRECTOR | 0.50 | $0 | $0 | $0 |
| DIANA L LONG | ||||||||
| 1410 WOODMERE DRIVE | CHARLESTON | WV | 25314 | SECRETARY/DIRECTOR | 0.50 | $0 | $0 | $0 |
| SANDRA MCDAVID | ||||||||
| 4883 EAST US HIGHWAY 36 | URBANA | OH | 43078 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| ANNE R HAAKENSON | ||||||||
| 317 MCCONNELL DRIVE | LYONS | CO | 80540 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| DEAN HAAKENSON | ||||||||
| 317 MCCONNELL DRIVE | LYONS | CO | 80540 | DIRECTOR | 0.50 | $0 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,607,437 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,615 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $215,173 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,827,225 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,827,225 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $27,408 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,799,817 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $89,991 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $89,991 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,430 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $15,960 | IncomeTaxAmt |
| Total Tax | $17,390 | TotalTaxAmt |
| Distributable Before Adj | $72,601 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $72,601 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $72,601 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $16,047 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $16,047 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $16,047 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $72,601 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $19,194 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $76,038 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $74,418 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $73,692 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $34,903 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $278,245 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $16,047 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $16,047 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $56,554 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $56,554 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $221,691 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $221,691 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $38,678 | ExcessFromYear4Amt |
| Excess From Year3 | $74,418 | ExcessFromYear3Amt |
| Excess From Year2 | $73,692 | ExcessFromYear2Amt |
| Excess From Year1 | $34,903 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DIANA LONG | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1410 WOODMERE DRIVE | AddressLine1Txt |
| City | CHARLESTON | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 25314 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3043469001 | RecipientPhoneNum |
| Form And Info And Materials | CONTACT ABOVE FOR CURRENT GUIDELINES AND ADDITIONAL INFORMATION AND MATERIALS TO INCLUDE WITH APPLICATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | DECEMBER 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | CONTACT ABOVE FOR INFORMATION ON RESTRICTIONS OR LIMITATIONS. | RestrictionsOnAwardsTxt |
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 |
|---|---|---|---|---|---|---|---|
| CHURCH OF THE EPHIPHANY | |||||||
| 230 SCIOTO ST | URBANA | OH | 43078 | N/A | PC | HALF OF THE DONATION FOR GENERAL PURPOSES: TO RESTORE ALL PEOPLE TO UNITY WITH GOD AND EACH OTHER IN CHRIST | $5,000 |
| COLORADO NONPROFIT DEVELOPMENT CENTER | |||||||
| 789 SHERMAN ST SUITE 250 | DENVER | CO | 80203 | N/A | PC | GENERAL PURPOSES: TO IMPROVE THE QUALITY OF LIFE, BUILD A CULTURE OF GIVING, AND ENCOURAGE POSITIVE CHANGE FOR THE GREATER LYONS AREA. | $5,000 |
| FAIRNESS WEST VIRGINIA INSTITUTE | |||||||
| 405 CAPITAL ST SUITE 405 | CHARLESTON | WV | 25301 | N/A | PC | ENERAL PURPOSES: TO ADVOCATE FOR FAIR TREATMENT AND CIVIL RIGHTS | $3,000 |
| RECOVERY POINT WEST VIRGINIA | |||||||
| 900 20TH ST | HUNTINGTON | WV | 25703 | N/A | PC | GENERAL PURPOSES: TO PROVIDE FOOD, SHELTER, CLOTHING AND AN EVIDENCE-BASED RECOVERY PROGRAM | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $15,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLORADO OUTWARD BOUND SCHOOL | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5161 SHERIDAN BLVD | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | GENERAL PURPOSES: TO IMPROVE THE QUALITY OF LIFE, BUILD A CULTURE OF GIVING, AND ENCOURAGE POSITIVE CHANGE FOR THE GREATER LYONS AREA AND THE LMC PROGRAM | GrantOrContributionPurposeTxt |
| Amt | $24,900 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $24,900 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $33,234 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $41,605 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionAmt |
|---|---|---|---|
| PASSED THROUGH FROM WV MEDIA PARTNERS, LP K-1 | 517000 | $115,931 | $61,765 |
| PASSED THROUGH FROM WV MEDIA HOLDINGS, LLC K-1 | 517000 | $8,954 | $13,817 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $124,885 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $150,421 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $275,306 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,500 | Amt |
| Net Investment Income | $2,625 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $875 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | VANGUARD | StockNm |
| EOY Book Value | $1,749,064 | EOYBookValueAmt |
| EOYFMV | $1,643,024 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| WEST VIRGINIA MEDIA PARTNERS, LP | FMV | $207,784 | $207,784 |
| WEST VIRGINIA MEDIA HOLDINGS, LLC CAPITAL ACCOUNT | FMV | $15,339 | $15,339 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CHARITABLE DEDUCTION EXPENSE PASSED THROUGH ON K-1 | $80 | $0 | $80 |
| NON-DEDUCTIBLE EXPENSES PASSED THROUGH ON K-1 | $2,773 | $0 | $0 |
| WEBSITE EXPENSE | $369 | $276 | $92 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| PASSED THROUGH FROM WV MEDIA PARTNERS, LP K-1 | $177,696 | $177,696 |
| PASSED THROUGH FROM WV MEDIA HOLDINGS, LLC K-1 | $22,771 | $22,771 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WEST VIRGINIA MEDIA HOLDINGS, LLC CAPITAL ACCOUNT | Desc |
| BOY Book Value | $594 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER TAXES AND LICENSES | $7,483 | $0 | $0 |
| FOREIGN TAXES PAID | $431 | $431 | $0 |
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