MCDAVID FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- MCDAVID FOUNDATION (EIN 55-0730152)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-14
- IRS object ID
- 201401349349100410
- Schema version
- 2013v3.0
- 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-14T07:35:20-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1747 | AddressLine1 |
| City | CHARLESTON | City |
| State | WV | State |
| ZIP Code | 253261747 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | CHARLESTON | City |
| State | WV | State |
| ZIP Code | 25314 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DIANA LONG | PersonNm |
| Person Title | PRESIDENT/TREASURER | PersonTitleTxt |
| Phone | 3043471102 | PhoneNum |
| Signature | 2014-05-09 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,863,834 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $100 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $64,688 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $64,688 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $127,109 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $127,109 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $127,109 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,160 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $195,057 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $191,797 | 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 | $3,502 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,627 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $876 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $827 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,209 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $364 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $169 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,538 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,991 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,045 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $165,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $165,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $170,538 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,991 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $166,045 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $24,519 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $188,806 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,032 | CashBOYAmt |
| Cash EOY | $31,634 | CashEOYAmt |
| Cash EOYFMV | $31,634 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,622,628 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,622,628 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,810,456 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $20,827 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $21,744 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $21,744 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,651,487 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,676,006 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,863,834 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | 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 | $1,651,487 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,676,006 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,651,487 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,676,006 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,651,487 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,676,006 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,651,487 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $24,519 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,676,006 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,676,006 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL GAINS DIVIDENDS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $127,109 | GrossSalesPriceAmt |
| Gain Or Loss | $127,109 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $127,109 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $127,109 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $165,225 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,817,429 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.090911 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $170,034 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,900,331 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.089476 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $81,354 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,778,986 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045731 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $52,950 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,137,628 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046544 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $36,765 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,096,163 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.033540 | DistributionYr5Rt |
| Total Distribution | 0.306202 | TotalDistributionRt |
| Average Distribution | 0.061240 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,870,309 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $114,538 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,888 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $116,426 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $166,045 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,888 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,888 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,888 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $880 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $880 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,008 | 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 | AddressLine1 |
| City | CHARLESTON | City |
| State | WV | State |
| ZIP Code | 25314 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $1,857,777 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $19,309 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $21,705 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,898,791 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,898,791 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $28,482 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,870,309 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $93,515 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $93,515 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,888 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,888 | TotalTaxAmt |
| Distributable Before Adj | $91,627 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $91,627 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $91,627 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $166,045 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $166,045 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,888 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $164,157 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $91,627 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $19,194 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $76,038 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $95,232 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $166,045 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $91,627 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $74,418 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $169,650 | 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 | $169,650 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $19,194 | ExcessFromYear2Amt |
| Excess From Year1 | $76,038 | ExcessFromYear1Amt |
| Excess From Current Year | $74,418 | 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 | AddressLine1 |
| City | CHARLESTON | City |
| State | WV | State |
| ZIP Code | 25314 | ZIPCode |
| 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 (9 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CAMC FOUNDATION | |||||||
| 3412 STAUNTON AVENUE | CHARLESTON | WV | 25304 | N/A | PUBLIC | DONATION TO BUILDING CAMPAIGN FOR NEW CANCER CENTER. | $50,000 |
| CARING KITCHEN | |||||||
| 300 MIAMI ST | URBANA | OH | 43078 | N/A | PUBLIC | GENERAL PURPOSES: TO OFFER EMERGENCY SHELTER SERVICES, A FOOD PANTRY, SOUP KITCHEN, TUTORING, AND CLOTHING FOR THOSE IN NEED. | $3,000 |
| HOSPICE CARE WV | |||||||
| 1606 KANAWHA BLVD W | CHARLESTON | WV | 253872536 | N/A | PUBLIC | GENERAL PURPOSES: TO PROVIDE COMFORT AND ASSISTANCE TO PATIENTS, THEIR FAMILIES, AND FRIENDS DEALING WITH TERMINAL OR LIFE-LIMITING ILLNESS. | $2,000 |
| LYONS COMMUNITY FOUNDATION | |||||||
| PO BOX 546 | LYONS | CO | 80540 | N/A | PUBLIC | 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 | PUBLIC | DONATION TO AUDITORIUM RENOVATION FUND | $100,000 |
| UNION MISSION | |||||||
| PO BOX 112 | CHARLESTON | WV | 25321 | N/A | PUBLIC | GENERAL PURPOSES: TO PROVIDE SHELTHER, CLOTHING, FOOD, COUNSELING AND STRUCTURED PROGRAMS FOR THE POOR, THE NEEDY, AND THOS BOUND AND BRUISED BY ADDICTIVE LIFESTYLES. | $1,000 |
| CHARLESTON COMMUNITY AND FAMILY DEVELOPMENT CORPORATION | |||||||
| 100 FLORIDA ST | CHARLESTON | WV | 25302 | N/A | PUBLIC | GENERAL PURPOSES: TO DECREASE THE NUMBER OF HIGH SCHOOL DROP OUTS BY PROVIDING EDUCATIONAL AND DEVELOPMENTAL SUPPORT. | $1,000 |
| MANNA MEAL | |||||||
| 1105 QUARRIER ST | CHARLESTON | WV | 25301 | N/A | PUBLIC | GENERAL PURPOSES: TO PROVIDE A SAFE ENVIRONMENT IN ORDER TO SERVE MEALS TO PEOPLE IN NEED. | $1,000 |
| CHURCH OF THE EPHIPHANY | |||||||
| 230 SCIOTO ST | URBANA | OH | 43078 | N/A | PUBLIC | HALF OF THE DONATION FOR GENERAL PURPOSES: TO RESTORE ALL PEOPLE TO UNITY WITH GOD AND EACH OTHER IN CHRIST AND HALF FOR FAMILIES IN NEED | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $165,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CAMC FOUNDATION | |||||||
| 3412 STAUNTON AVENUE | CHARLESTON | WV | 25304 | N/A | PUBLIC | DONATION TO BUILDING CAMPAIGN FOR NEW CANCER CENTER. | $50,000 |
| UNIVERSITY OF CHARLESTON | |||||||
| 2300 MACCORKLE AVENUE SE | CHARLESTON | WV | 25304 | N/A | PUBLIC | DONATION TO AUDITORIUM RENOVATION FUND. | $200,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $250,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $64,688 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $127,109 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|
| PASSED THROUGH FROM WV MEDIA PARTNERS, LP K-1 | 517000 | $2,739 |
| PASSED THROUGH FROM WV MEDIA HOLDINGS, LLC K-1 | 517000 | $421 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $3,160 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $191,797 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $194,957 | 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 | $3,502 | Amt |
| Net Investment Income | $2,627 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $876 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | TIFF | StockNm |
| EOY Book Value | $1,622,628 | EOYBookValueAmt |
| EOYFMV | $1,810,456 | 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 | $20,910 | $20,910 |
| WEST VIRGINIA MEDIA HOLDINGS, LLC | FMV | $834 | $834 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CHARITABLE DEDUCTION EXPENSE PASSED THROUGH ON K-1 | $47 | $0 | $47 |
| NON-DEDUCTIBLE EXPENSES PASSED THROUGH ON K-1 | $677 | $0 | $0 |
| BANK SERVICE CHARGE | $183 | $137 | $46 |
| WEBSITE EXPENSE | $302 | $227 | $76 |
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 | $2,739 | $2,739 |
| PASSED THROUGH FROM WV MEDIA HOLDINGS, LLC K-1 | $421 | $421 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER TAXES AND LICENSES | CategoryTxt |
| Amt | $827 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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