MCDAVID FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- MCDAVID FOUNDATION (EIN 55-0730152)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-10
- IRS object ID
- 201341309349100614
- Schema version
- 2012v2.1
- 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 Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-10T10:06:13-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 560747981 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIXON HUGHES GOODMAN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 550730152 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCDAVID FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MCDA | NameControl |
| Phone | 3043471102 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DIANA LONG | Name |
| Title | PRESIDENT/TREASURER | Title |
| Phone | 3043471102 | Phone |
| Date Signed | 2013-05-03 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | REED SPANGLER | Name |
| PTIN | P00346389 | PTIN |
| Phone | 3043430168 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1788097 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 1000 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 54800 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 52042 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 35283 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 135283 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 35283 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 9443 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 0 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 100526 | TotalRevenueAndExpenses |
| Total Net Investment Income | 87325 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 3270 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 2453 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 818 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1052 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 1424 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 662 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 249 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 5746 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 3115 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1067 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 165000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 165000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 170746 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 3115 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 166067 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -70220 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 84210 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 2734 | CashBOY |
| Cash EOY | 8032 | CashEOY |
| Cash EOYFMV | 8032 | CashEOYFMV |
| Investments Corp Stock BOY | 1871921 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1622628 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1759238 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 13444 | InvestmentsOtherBOY |
| Investments Other EOY | 20827 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 20827 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 1888099 | TotalAssetsBOY |
| Total Assets EOY | 1651487 | TotalAssetsEOY |
| Total Assets EOYFMV | 1788097 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 1888099 | RetainedEarningsBOY |
| Retained Earnings EOY | 1651487 | RetainedEarningsEOY |
| Total Net Assets BOY | 1888099 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1651487 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1888099 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1651487 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1888099 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -70220 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 1817879 | Subtotal |
| Other Decreases | 166392 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1651487 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| TIFF MULTI-ASSET FUND | P | 2012-12-26 | 100000 | 100000 | 0 | 0 |
| CAPITAL GAINS DIVIDENDS | P | 35283 | 35283 | 35283 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 35283 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 170034 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1900331 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.089476 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 81354 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1778986 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.045731 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 52950 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1137628 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.046544 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 36765 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1096163 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.033540 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 66080 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1227268 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.053843 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.269134 | TotalDistributionRatio |
| Average Distribution Ratio | 0.053827 | AverageDistributionRatio |
| Net Noncharitable Assets | 1817429 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 97827 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 842 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 98669 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 166067 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 842 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 842 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 842 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 920 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 920 | TotalCreditsAndPayments |
| Overpayment | 78 | Overpayment |
| Amount Credited To Next Year | 78 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 1 | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | 1 | Form990TFiled |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | WV | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | WWW.MCDAVIDFOUNDATION.ORG | WebsiteAddress |
| Books In Care Of Person Name | DIANA LONG | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 3043469001 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 1 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (6 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| WILLIAM R MCDAVID | ||||||||
| 1410 WOODMERE DRIVE | CHARLESTON | WV | 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 |
| BRADFORD A MCDAVID | ||||||||
| 4883 EAST US HIGHWAY 36 | URBANA | OH | 43078 | 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 Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1817733 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 6854 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 20519 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1845106 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1845106 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 27677 | CashDeemedCharitable |
| Net Noncharitable Assets | 1817429 | NetNoncharitableAssets |
| Minimum Investment Return | 90871 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 90871 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 842 | TaxBasedOnInvestmentIncome |
| Total Tax | 842 | TotalTax |
| Distributable Amount Before Adj | 90029 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 90029 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 90029 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 166067 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 166067 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 842 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 165225 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 90029 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year1 | 19194 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 19194 | TotalExcessDistriCarryover |
| Qualifying Distributions | 166067 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 90029 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 76038 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 95232 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 95232 | ExcessDistriCyovToNextYear |
| Excess From Year1 | 19194 | ExcessFromYear1 |
| Excess From Current Year | 76038 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | DIANA LONG | RecipientName |
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 Number | 3043469001 | RecipientPhoneNumber |
| Form And Info And Materials | CONTACT ABOVE FOR CURRENT GUIDELINES AND ADDITIONAL INFORMATION AND MATERIALS TO INCLUDE WITH APPLICATION. | FormAndInfoAndMaterials |
| Submission Deadlines | DECEMBER 1 | SubmissionDeadlines |
| Restrictions On Awards | CONTACT ABOVE FOR INFORMATION ON RESTRICTIONS OR LIMITATIONS. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (6 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| 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 | $5,000 |
| EMERGENCY FAMILY ASSISTANCE ASSOCIATION | |||||||
| 1575 YARMOUTH AVENUE | BOULDER | CO | 80304 | N/A | PUBLIC | GENERAL PURPOSES | $2,500 |
| HOSPICE CARE WV | |||||||
| 1606 KANAWHA BLVD W | CHARLESTON | WV | 253872536 | N/A | PUBLIC | GENERAL PURPOSES | $5,000 |
| UNIVERSITY OF CHARLESTON | |||||||
| 2300 MACCORKLE AVENUE SE | CHARLESTON | WV | 25304 | N/A | PUBLIC | DONATION TO AUDITORIUM RENOVATION FUND | $100,000 |
| LYONS COMMUNITY FOUNDATION | |||||||
| PO BOX 546 | LYONS | CO | 80540 | N/A | PUBLIC | DONATION TO BASIC NEEDS AND EMERGENCY FUND. | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 165000 | TotGrantOrContriPaidDuringYear |
Grant Or Contri Approved For Future GrantOrContriApprovedForFuture (2 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| CAMC FOUNDATION | |||||||
| 3412 STAUNTON AVENUE | CHARLESTON | WV | 25304 | N/A | PUBLIC | DONATION TO BUILDING CAMPAIGN FOR NEW CANCER CENTER. | $100,000 |
| UNIVERSITY OF CHARLESTON | |||||||
| 2300 MACCORKLE AVENUE SE | CHARLESTON | WV | 25304 | N/A | PUBLIC | DONATION TO AUDITORIUM RENOVATION FUND. | $300,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Approved Future | 400000 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $54,800 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $35,283 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Unrelated Business IncomeUnrelatedBusinessIncomeAmount | Exclusion CodeExclusionCode | ExclusionExclusionAmount |
|---|---|---|---|---|
| PASSED THROUGH FROM WV MEDIA PARTNERS, LP K-1 | 517000 | $12,212 | ||
| PASSED THROUGH FROM WV MEDIA PARTNERS, LP K-1 | 14 | -$4,014 | ||
| PASSED THROUGH FROM WV MEDIA HOLDINGS, LLC K-1 | 517000 | $1,851 | ||
| PASSED THROUGH FROM WV MEDIA HOLDINGS, LLC K-1 | 14 | -$606 |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $14,063 | UnrelatedBusinessIncomeAmount |
| Exclusion | $85,463 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 99526 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $3,270 | Amount |
| Net Investment Income | 2453 | NetInvestmentIncome |
| Disbursements Charitable Prps | 818 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | TIFF | NameOfStock |
| EOY Book Value | 1622628 | EOYBookValue |
| EOYFMV | 1759238 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (2 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| WEST VIRGINIA MEDIA PARTNERS, LP | FMV | 18662 | 18662 |
| WEST VIRGINIA MEDIA HOLDINGS, LLC | FMV | 2165 | 2165 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | TIFF- CORRECTION OF PY INCREASE | Description |
| Amount | $166,392 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| CHARITABLE DEDUCTION EXPENSE PASSED THROUGH ON K-1 | 28 | 0 | 28 |
| NON-DEDUCTIBLE EXPENSES PASSED THROUGH ON K-1 | 514 | 0 | 0 |
| BANK SERVICE CHARGE | 580 | 435 | 145 |
| WEBSITE EXPENSE | 254 | 191 | 64 |
| MISCELLANEOUS | 48 | 36 | 12 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|
| PASSED THROUGH FROM WV MEDIA PARTNERS, LP K-1 | 12212 | 12212 |
| PASSED THROUGH FROM WV MEDIA PARTNERS, LP K-1 | -4014 | -4014 |
| PASSED THROUGH FROM WV MEDIA HOLDINGS, LLC K-1 | 1851 | 1851 |
| PASSED THROUGH FROM WV MEDIA HOLDINGS, LLC K-1 | -606 | -606 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER TAXES AND LICENSES | Category |
| Amount | $1,052 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
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