MCDAVID FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- MCDAVID FOUNDATION (EIN 55-0730152)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-10
- IRS object ID
- 201621319349100802
- Schema version
- 2015v2.1
- 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 | 2016-05-10T07:53:19-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 2016-05-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | REED SPANGLER | PreparerPersonNm |
| PTIN | P00346389 | PTIN |
| Phone | 3043430168 | PhoneNum |
| Preparation | 2016-05-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,595,834 | 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 |
| Interest On Sav Rev And Expnss | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $32,722 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $32,722 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $180,140 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,903,273 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $180,140 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,205 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $215,069 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $212,864 | 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 | $2,425 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $222 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $9,916 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $9,071 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $157 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,841 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,918 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,032 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $115,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $115,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $130,841 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,918 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $116,032 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $84,228 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $200,946 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,126 | CashBOYAmt |
| Cash EOY | $681 | CashEOYAmt |
| Cash EOYFMV | $681 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,603,161 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,695,656 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,562,222 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $33,159 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $32,931 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $32,931 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,644,446 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,729,268 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,595,834 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $594 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $594 | 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 | $1,644,446 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,728,674 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,644,446 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,728,674 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,644,446 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,729,268 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,644,446 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $84,228 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,728,674 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,728,674 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| 110382.294 SHS TIFF MULTI-ASSET | P | 2015-05-07 | $1,745,144 | $1,611,468 | $133,676 | $133,676 | |
| 4549.214 SHS STAR FUND | P | 2015-12-14 | $110,000 | $111,665 | -$1,665 | -$1,665 | 2015-07-17 |
| CAPITAL GAINS DIVIDENDS | P | $48,129 | $48,129 | $48,129 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $180,140 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $164,888 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,873,157 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.088027 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $164,157 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,870,309 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.087770 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $165,225 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,817,429 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.090911 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $170,034 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,900,331 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.089476 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $81,354 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,778,986 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045731 | DistributionYr5Rt |
| Total Distribution | 0.401915 | TotalDistributionRt |
| Average Distribution | 0.080383 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,702,959 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $136,889 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,009 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $138,898 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $116,032 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,019 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,019 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,019 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $620 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $620 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $19 | EsPenaltyAmt |
| Tax Due | $3,418 | TaxDueAmt |
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 | $1,402,224 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $294,296 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $32,372 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,728,892 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,728,892 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,933 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,702,959 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $85,148 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $85,148 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,019 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,019 | TotalTaxAmt |
| Distributable Before Adj | $81,129 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $81,129 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $81,129 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $116,032 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $116,032 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $116,032 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $81,129 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $19,194 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $76,038 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $74,418 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $73,692 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $243,342 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $116,032 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $81,129 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $34,903 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $278,245 | 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 | $278,245 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $19,194 | ExcessFromYear4Amt |
| Excess From Year3 | $76,038 | ExcessFromYear3Amt |
| Excess From Year2 | $74,418 | ExcessFromYear2Amt |
| Excess From Year1 | $73,692 | ExcessFromYear1Amt |
| Excess From Current Year | $34,903 | ExcessFromCurrentYearAmt |
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 (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CARING KITCHEN | |||||||
| 300 MIAMI ST | URBANA | OH | 43078 | N/A | PC | GENERAL PURPOSES: TO OFFER EMERGENCY SHELTER SERVICES, A FOOD PANTRY, SOUP KITCHEN, TUTORING, AND CLOTHING FOR THOSE IN NEED. | $2,000 |
| 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 | $3,000 |
| 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 |
| UNIVERSITY OF CHARLESTON | |||||||
| 2300 MACCORKLE AVENUE SE | CHARLESTON | WV | 25304 | N/A | PC | DONATION TO AUDITORIUM RENOVATION FUND | $100,000 |
| 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 | $2,000 |
| WOMEN'S HEALTH CENTER | |||||||
| PO BOX 20580 | CHARLESTON | WV | 25362 | N/A | PC | GENERAL PURPOSES: TO PROVIDE REPRODUCTIVE HEALTH CARE FOR WOMEN | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $115,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32,722 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $180,140 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| PASSED THROUGH FROM WV MEDIA PARTNERS, LP K-1 | 517000 | $1,278 | ||
| PASSED THROUGH FROM WV MEDIA HOLDINGS, LLC K-1 | 517000 | $148 | ||
| IRS REFUND | 01 | $779 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $1,426 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $213,643 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $215,069 | 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 (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| TIFF | $0 | $0 |
| VANGUARD | $1,695,656 | $1,562,222 |
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 | $32,931 | $32,931 |
| WEST VIRGINIA MEDIA HOLDINGS, LLC | FMV | $0 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CHARITABLE DEDUCTION EXPENSE PASSED THROUGH ON K-1 | $42 | $0 | $42 |
| NON-DEDUCTIBLE EXPENSES PASSED THROUGH ON K-1 | $688 | $0 | $0 |
| BANK SERVICE CHARGE | $72 | $54 | $18 |
| WEBSITE EXPENSE | $319 | $239 | $80 |
| MISCELLANEOUS | $69 | $52 | $17 |
| INVESTMENT FEE | $8,726 | $8,726 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| PASSED THROUGH FROM WV MEDIA PARTNERS, LP K-1 | $1,278 | $1,278 |
| PASSED THROUGH FROM WV MEDIA HOLDINGS, LLC K-1 | $148 | $148 |
| IRS REFUND | $779 | $779 |
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 | $0 | BOYBookValueAmt |
| EOY Book Value | $594 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER TAXES AND LICENSES | $2,203 | $0 | $0 |
| FOREIGN TAXES PAID | $222 | $222 | $0 |
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