HUNTINGTON FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- HUNTINGTON FOUNDATION INC (EIN 55-0370129)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-14
- IRS object ID
- 202523189349101417
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Land Etc Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-14T06:56:47-08:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 550554030 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRAINER WRIGHT & PATERNO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2608 | AddressLine1Txt |
| City | HUNTINGTON | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 25726 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 550370129 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HUNTINGTON FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HUNT | BusinessNameControlTxt |
| Phone | 3045220611 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 2548 | AddressLine1Txt |
| City | HUNTINGTON | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 25726 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LEON K OXLEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3045220611 | PhoneNum |
| Signature | 2025-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELLIE RAE WRIGHT CPA | PreparerPersonNm |
| PTIN | P00190697 | PTIN |
| Phone | 3046977083 | PhoneNum |
| Preparation | 2025-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,308,771 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $115,072 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $115,072 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $79,351 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $79,351 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $253,076 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,159,046 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $253,076 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $447,499 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $447,499 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $18,800 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $18,800 | CompOfcrDirTrstNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $6,270 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,016 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,254 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $13,154 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $2,640 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $1,980 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $660 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $22,006 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $16,504 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,502 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $62,870 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $42,300 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,416 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $289,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $289,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $351,870 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $42,300 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $296,416 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $95,629 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $405,199 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $0 | CashBOYAmt |
| Cash EOY | $4,883 | CashEOYAmt |
| Cash EOYFMV | $4,883 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $171,116 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,760 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,760 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $3,136 | AcctRcvblAmt |
| Acct Rcvbl BOY | $10 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $3,136 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $3,136 | AcctRcvblEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Prepaid Expenses BOY | $1,952 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,952 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,952 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $569,973 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $491,596 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $491,596 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,138,944 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,650,956 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,650,956 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,965,562 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,133,723 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,133,723 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land Bldg Equip Cost Or Other Bss | $18,268 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $18,268 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Other Assets BOY | $9,123 | OtherAssetsBOYAmt |
| Other Assets EOY | $8,765 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $8,765 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,856,680 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,308,771 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,308,771 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $2,906 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $2,906 | AccountsPayableEOYAmt |
| Grants Payable BOY | $77,356 | GrantsPayableBOYAmt |
| Grants Payable EOY | $77,356 | GrantsPayableEOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $80,262 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $80,262 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $6,776,418 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $7,228,509 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,776,418 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,228,509 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,856,680 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,308,771 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,776,418 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $95,629 | ExcessRevenueOverExpensesAmt |
| Other Increases | $356,462 | OtherIncreasesAmt |
| Subtotal | $7,228,509 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $7,228,509 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $1,159,046 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $905,970 | CostOrOtherBasisAmt |
| Gain Or Loss | $253,076 | GainOrLossAmt |
| FMV As Of123169 | $0 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $0 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $253,076 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $253,076 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,632 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,632 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,632 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,200 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $9,200 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$9,200 | OriginalReturnOverpaymentAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $9 | EsPenaltyAmt |
| Overpayment | $3,559 | OverpaymentAmt |
| Applied To ES Tax | $3,559 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WV | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | EXECUTIVE SECRETARY | IndividualWithBooksNm |
| Phone | 3045220611 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 916 5TH AVE 207 | AddressLine1Txt |
| City | HUNTINGTON | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 25701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| LEON K OXLEY | ||||||||
| 81 COPPER GLEN DRIVE | HUNTINGTON | WV | 25701 | PRESIDENT | 6.00 | $4,800 | $0 | $0 |
| DR TODD W GRESS | ||||||||
| 1025 ST IVES DR | HURRICANE | WV | 25526 | TREASURER | 6.00 | $4,800 | $0 | $0 |
| DR JOSEPH B TOUMA | ||||||||
| 2970 STAUNTON ROAD | HUNTINGTON | WV | 25702 | VICE PRESIDENT | 6.00 | $4,800 | $0 | $0 |
| MARGARET MARY LAYNE | ||||||||
| 406 11ST AVE WEST | HUNTINGTON | WV | 25701 | SECRETARY | 6.00 | $4,800 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,069,110 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $101,995 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $13,853 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,184,958 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $7,184,958 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $107,774 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,077,184 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $353,859 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $353,859 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,632 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,632 | TotalTaxAmt |
| Distributable Before Adj | $348,227 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $348,227 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $348,227 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $296,416 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $296,416 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $348,227 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $288,868 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $296,416 | QualifyingDistributionsAmt |
| Applied To Year1 | $288,868 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,548 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $340,679 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE HUNTINGTON FOUNDATION INC CO EX | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 916 5TH AVE 207 | AddressLine1Txt |
| City | HUNTINGTON | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 25701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3045220611 | RecipientPhoneNum |
| Form And Info And Materials | STANDARD APPLICATION FORM SUBMITTED TO GRANT COMMITTEE FOR APPROVAL | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | ALL APPLICANTS MUST BE NOT-FOR-PROFIT ORGANIZATIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| MOUNTWEST FOUNDATION INC | ||||||
| 1 MOUNTWEST WAY | HUNTINGTON | WV | 25701 | N/A | SCHOLARSHIPS | $5,000 |
| HUNTINGTON YMCA | ||||||
| 935 10TH AVE | HUNTINGTON | WV | 25701 | N/A | EXERCISEEQUIPMENT | $25,000 |
| HUNTINGTON AREA DEVELOPMENT COUNCIL | ||||||
| 916 5TH AVE 400 | HUNTINGTON | WV | 25701 | N/A | GENERAL USE | $500 |
| BUCKSKIN COUNCIL BOY SCOUTS OF AMERICA | ||||||
| 2829 KANAWHA BLVD EAST | CHARLESTON | WV | 25311 | N/A | SCOUTREACHPROGRAMCABELL/WAYNE | $35,000 |
| HUNTINGTON MUSEUM OF ART | ||||||
| 2033 MCCOY ROAD | HUNTINGTON | WV | 25701 | N/A | MUSEUM MAKINGCONNECTIONS | $35,000 |
| HUNTINGTON MUSEUM OF ART | ||||||
| 2033 MCCOY ROAD | HUNTINGTON | WV | 25701 | N/A | VIRTUAL MEETING EQUIPMENT | $10,000 |
| APPALACHIAN CHILDREN'S MUSIC & ARTS FND | ||||||
| 1026 WALNUT ST | KENOVA | WV | 25530 | N/A | KINDER MUSICPIANO LAB | $9,000 |
| HUNTINGTON SYMPHONY ORCHESTRA | ||||||
| 763 3RD AVE | HUNTINGTON | WV | 25701 | N/A | DEVELOPMENT SOFTWARE | $5,000 |
| HUNTINGTON HIGH SCHOOL | ||||||
| 1 HIGHLANDER WAY | HUNTINGTON | WV | 25701 | N/A | BUS PASSES | $2,000 |
| HUNTINGTON HIGH SCHOOL | ||||||
| 1 HIGHLANDER WAY | HUNTINGTON | WV | 25701 | N/A | CHOIR TRIPTO NYC | $10,000 |
| FOUNDATION FOR THE TRI-STATE COMMUNITY | ||||||
| 855 CENTRAL AVE 300 | ASHLAND | KY | 41101 | N/A | BLACK APPALACHIACULTURE CENTER | $10,000 |
| HERITAGE FARM FOUNDATION | ||||||
| 3300 HARVEY ROAD | HUNTINGTON | WV | 25704 | N/A | DRAWINGS FOR LEARNINGCENTER | $30,000 |
| HUNTINGTON CITY MISSION | ||||||
| 624 10TH STREET | HUNTINGTON | WV | 25701 | N/A | SOLARPANELROOF | $15,000 |
| FOUNDATION FOR THE TRI-STATE COMMUNITY | ||||||
| 855 CENTRAL AVE 300 | ASHLAND | KY | 41101 | N/A | FEDERAL GRANTMATCHING | $25,000 |
| RENEWALL | ||||||
| 725 14TH ST WEST | HUNTINGTON | WV | 25704 | N/A | GAP FINANCINGFOR ANTIQUEMALL REHAB | $15,000 |
| MARSHALL ARTIST SERIES | ||||||
| ONE JOHN MARSHALL DRIVE | HUNTINGTON | WV | 25755 | N/A | SPEAKERSERIES | $35,000 |
| MARSHALL UNIVERSITY FOUNDATION | ||||||
| 519 JOHN MARSHALL DRIVE | HUNTINGTON | WV | 25703 | N/A | SUSTAINABILITYGARDENACCESSIBILITY | $10,000 |
| NEIGHBORHOOD INSTITUTE OF HUNTINGTON | ||||||
| P O BOX 1659 | HUNTINGTON | WV | 25717 | N/A | GALLAHERVILLAGEPARK | $5,000 |
| GREATER HUNTINGTON PARKS & RECREATION | ||||||
| 210 11TH STREET SHOP 1 | HUNTINGTON | WV | 25701 | N/A | BATTING CAGESFOR ROTARYPARK | $7,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $289,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| MARSHALL UNIVERSITY MEDICAL SCHOOL | ||||||
| 1600 MEDICAL CENTER DR | HUNTINGTON | WV | 25701 | N/A | OPERATIONAL SUPPORT | $53,154 |
| MARSHALL UNIVERSITY MEDICAL SCHOOL | ||||||
| 1600 MEDICAL CENTER DR | HUNTINGTON | WV | 25701 | N/A | OPERATIONALSUPPORTGERIATRICIAN | $24,202 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $77,356 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $115,072 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $79,351 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $253,076 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $447,499 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $447,499 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TRAINER, WRIGHT & PATERNO FINANCIAL STMTS, TAX RETURNS, ETC. | CategoryTxt |
| Amt | $6,270 | Amt |
| Net Investment Income | $5,016 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,254 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (42 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt | Sales ExpenseSalesExpenseAmt |
|---|---|---|---|---|---|---|---|
| FHML 01/01/2024 4.5% | 2004-01 | Purchased | 2024-01 | $0 | $1 | -$1 | |
| HUNTINGTON NATIONAL BANK FLT | 2023-04 | Purchased | 2024-02 | $49,470 | $48,232 | $1,238 | |
| FORTIVE CORP SR 3.15% | 2019-07 | Purchased | 2024-02 | $24,009 | $25,125 | -$1,116 | |
| 100 SH ABBVIE INC | 2015-02 | Purchased | 2024-02 | $17,746 | $3,878 | $13,868 | |
| 75 SH CATERPILLAR INC | 2015-03 | Purchased | 2024-02 | $24,238 | $5,849 | $18,389 | |
| 50 SH ELI LILLY & CO | 2016-06 | Purchased | 2024-02 | $38,185 | $4,215 | $33,970 | |
| 50 SH CVS HEALTH CORP | 2018-08 | Purchased | 2024-04 | $3,342 | $3,599 | -$257 | |
| 25 SH DEERE & CO | 2014-09 | Purchased | 2024-04 | $7,816 | $2,480 | $5,336 | |
| 40 SH MCDONALDS CORP | 2014-10 | Purchased | 2024-04 | $11,020 | $3,491 | $7,529 | |
| 20 SH UNITED HEALTH GROUP INC | 2021-02 | Purchased | 2024-04 | $9,863 | $8,396 | $1,467 | |
| FHLMC 05/01/24 5% | 2004-09 | Purchased | 2024-05 | $0 | $7,409 | -$7,409 | |
| CONSTELLATION BRANDS INC 3.6% | 2022-09 | Purchased | 2024-05 | $100,000 | $98,950 | $1,050 | |
| BANK OF CHINA CD 5.45% | 2023-11 | Purchased | 2024-05 | $50,000 | $49,990 | $10 | |
| HUNTINGTON NATIONAL BANK FLT | 2023-04 | Purchased | 2024-05 | $90,000 | $3,182 | $86,818 | |
| EVERSOURCE ENERGY 4.2% | 2022-11 | Purchased | 2024-06 | $40,000 | $39,430 | $570 | |
| FREDDIE MAC MORTGAGE 07/01/24 5% | 2004-07 | Purchased | 2024-07 | $3,217 | $0 | $3,217 | |
| US TREAS BILL 07/05/24 | 2024-04 | Purchased | 2024-07 | $69,129 | $69,129 | $0 | |
| WELLS FARGO CLASS ACTION | Purchased | 2024-07 | $35 | $0 | $35 | ||
| ALLY BK CD 3.45% | 2022-08 | Purchased | 2024-08 | $50,000 | $50,000 | $0 | |
| 400 SH CVS HEALTH CORP | 2018-08 | Purchased | 2024-08 | $22,882 | $28,791 | -$5,909 | |
| 50 SH ALPHABET INC | 2017-06 | Purchased | 2024-08 | $8,156 | $2,954 | $5,202 | |
| 82 SH CME GROUP INC | 2019-12 | Purchased | 2024-08 | $16,812 | $16,423 | $389 | |
| 85 SH CHEVRON CORP | 2014-09 | Purchased | 2024-08 | $12,293 | $6,383 | $5,910 | |
| 50 SH JOHNSON & JOHNSON | 2015-03 | Purchased | 2024-08 | $8,020 | $3,670 | $4,350 | |
| 75 SH MCDONALDS CORP | 2014-10 | Purchased | 2024-08 | $20,378 | $6,545 | $13,833 | |
| 200 SH NIKE INC | 2023-12 | Purchased | 2024-08 | $14,806 | $23,767 | -$8,961 | |
| 75 SH PROCTOR & GAMBLE CO | 2014-05 | Purchased | 2024-08 | $12,834 | $5,480 | $7,354 | |
| 1008.296 SH PERFORMANCE TR ST BD | 2021-03 | Purchased | 2024-08 | $20,105 | $22,958 | -$2,853 | |
| CITIGROUP GLOBAL MKT 4% | 2022-08 | Purchased | 2024-08 | $75,000 | $75,000 | $0 | |
| DOLLAR GENERAL CORP 4.25% | 2022-09 | Purchased | 2024-09 | $100,000 | $100,250 | -$250 | |
| 100 SH ALPHABET INC | 2017-06 | Purchased | 2024-12 | $17,328 | $5,908 | $11,420 | |
| 45 SH META PLATFORMS INC | 2017-06 | Purchased | 2024-12 | $27,332 | $8,409 | $18,923 | |
| 50 SH ACCENTURE PLC IRELAND | 2020-02 | Purchased | 2024-12 | $17,864 | $12,383 | $5,481 | |
| 75 SH ALPHABET INC | 2017-06 | Purchased | 2024-12 | $14,358 | $4,431 | $9,927 | |
| 100 SH AMAZON COM INC | 2018-01 | Purchased | 2024-12 | $22,840 | $9,576 | $13,264 | |
| 100 SH APPLE INC | 2014-06 | Purchased | 2024-12 | $24,778 | $3,260 | $21,518 | |
| 30 SH COSTCO WHSL CORP | 2023-12 | Purchased | 2024-12 | $29,797 | $20,745 | $9,052 | |
| 455 SH DUKE ENERGY CORP | 2015-06 | Purchased | 2024-12 | $49,598 | $33,677 | $15,921 | |
| 30 SH META PLATFORMS INC | 2017-06 | Purchased | 2024-12 | $18,599 | $5,606 | $12,993 | |
| 75 SH MICROSOFT CORP | 2015-03 | Purchased | 2024-12 | $33,570 | $2,762 | $30,808 | |
| FIRST TRUST MERGER FD CAP GAIN DISTR ST | Purchased | 2024-12 | $3,315 | $0 | $3,315 | ||
| FIRST TRUST MERGER FD CAP GAIN DISTR LT | Purchased | 2024-12 | $311 | $0 | $311 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | VARIOUS CORPORATE BONDS | BondNm |
| EOY Book Value | $2,133,723 | EOYBookValueAmt |
| EOYFMV | $2,133,723 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VARIOUS CORPORATE EQUITY ACCOUNTS | $2,644,886 | $2,644,886 |
| UNREALIZED GAIN/(LOSS) ON AFS | $2,006,070 | $2,006,070 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $491,596 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $491,596 | USGovtObligationsEOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| OFFICE FURNITURE - PRIOR ACQUISTIONS | $3,731 | $3,731 | $0 |
| OFFICE EQUIPMENT | $13,667 | $13,667 | $0 |
| OFFICE EQUIPMENT - COPIER | $870 | $870 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $3,512 | $2,634 | $878 |
| POST OFFICE BOX RENT | $400 | $300 | $100 |
| INVESTMENT | $17,752 | $13,314 | $4,438 |
| MEETINGS | $120 | $90 | $30 |
| MISC EXPENSE | $222 | $166 | $56 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $356,462 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE | CategoryTxt |
| Amt | $13,154 | Amt |
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