JAMES H HARLESS FOUNDATION INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- JAMES H HARLESS FOUNDATION INC (EIN 23-7093387)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-11
- IRS object ID
- 202313159349301411
- Schema version
- 2022v5.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-11T09:14:50-08:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES D THORNBURG CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 BLACKBERRY HILL | AddressLine1Txt |
| City | BARBOURSVILLE | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 25504 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237093387 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES H HARLESS FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAME | BusinessNameControlTxt |
| Phone | 3046643227 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 1210 | AddressLine1Txt |
| City | GILBERT | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 25621 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GARY G WHITE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3046643227 | PhoneNum |
| Signature | 2023-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GARY | PersonFirstNm |
| Person Last | WHITE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| 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 | JAMES D THORNBURG | PreparerPersonNm |
| PTIN | P00496842 | PTIN |
| Phone | 3042084606 | PhoneNum |
| Preparation | 2023-11-11 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | GARY G WHITE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 1210 | AddressLine1Txt |
| City | GILBERT | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 25621 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,150,868 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2002 | FormationYr |
| Legal Domicile State | WV | LegalDomicileStateCd |
| Activity Or Mission | SEE PART III, LINE 1 FOR THE ORGANIZATION'S MISSION | ActivityOrMissionDesc |
| Voting Members Governing Body | 5 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 1 | VotingMembersIndependentCnt |
| Total Employee | 5 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $398,125 | PYContributionsGrantsAmt |
| CY Contributions Grants | $673,020 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $9,060 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $6,750 | CYProgramServiceRevenueAmt |
| PY Investment Income | $832,863 | PYInvestmentIncomeAmt |
| CY Investment Income | $546,205 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $1,240,048 | PYTotalRevenueAmt |
| CY Total Revenue | $1,225,975 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $190,615 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $201,293 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $77,792 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $54,865 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $172,763 | PYOtherExpensesAmt |
| CY Other Expenses | $210,626 | CYOtherExpensesAmt |
| PY Total Expenses | $441,170 | PYTotalExpensesAmt |
| CY Total Expenses | $466,784 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $798,878 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $759,191 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $9,194,424 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,953,607 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,082 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,072 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $9,193,342 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $9,952,535 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE PRIMARY PURPOSE OF THE ORGANIZATION IS TO OPERATE EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, AND TO CARRY OUT THE PURPOSES OF THE FOUNDATION FOR THE TRI-STATE COMMUNITY, INC. AND THE LARRY JOE HARLESS COMMUNITY CENTER FOUNDATION, INC. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $178,141 | ExpenseAmt |
| Grant | $178,141 | GrantAmt |
| Revenue | $1,930 | RevenueAmt |
| Desc | ASSISTANCE WAS PROVIDED TO THE ABOVE-NAMED ORGANIZATIONS WHICH ENABLED THEM TO SUSTAIN THEIR PROGRAMS THAT PROMOTED THE HEALTH, EDUCATION, FAITH AND QUALITY OF LIFE TO THE CITIZENS OF SOUTHERN WEST VIRGINIA. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $8,160 | ExpenseAmt |
| Grant | $8,160 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | THE ORGANIZATION PROVIDED ASSISTANCE IN THE FORM OF CASH CONTRIBUTIONS TO CHARITIES OTHER THAN ITS SUPPORTED ORGANIZATIONS. CONTRIBUTIONS TO THESE CHARITIES WERE MADE IN FURTHERANCE OF THE MISSIONS OF THE SUPPORTED ORGANIZATIONS IN THAT THE EDUCATIONAL, RELIGIOUS, CHARITABLE AND LITERARY ACTIVITIES BENEFITED THE CITIZENS OF SOUTHERN, WEST VIRGINIA. THERE WERE EIGHTEEN (18) SUCH ORGANIZATIONS THAT RECEIVED THIS FORM OF ASSISTANCE FROM THE ORGANIZATION IN 2022. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,992 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $6,750 | RevenueAmt |
| Desc | THE ORGANIZATION PROVIDED HOUSING FOR WEST VIRGINIA UNIVERSITY MEDICAL STUDENTS AT ITS FACILITIES LOCATED IN THE TOWN OF GILBERT, MINGO COUNTY, WEST VIRGINIA. DUE TO THE PANDEMIC THESE FACILITIES WERE NOT AVAILABLE UNTIL THE LATTER PART OF 2020. THE ORGANIZATION WAS ABLE TO PROVIDE HOUSING FOR SEVEN(7)STUDENTS IN 2020, EIGHTEEN EIGHTEEN (18) IN 2021 AND FOURTEEN (14) IN 2022. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $10,000 | ExpenseAmt |
| Grant | $10,000 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | WEST VIRGINIA UNIVERSITY FOUNDATION "LUCAS PROGRAM" | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $10,000 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $10,000 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $201,293 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (true) | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 5 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 5 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 1 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHARON MURPHY | PersonNm |
| Phone | 3046643227 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 72 JUNE HARLESS DR | AddressLine1Txt |
| City | GILBERT | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 25621 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (5 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| GARY G WHITE | ||||||
| PRES/DIR | 0.50 | Yes (X) | Yes (X) | $11,475 | $0 | $0 |
| MARY WITTEN WISEMAN | ||||||
| VICE PRES/DIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BC MCGINNIS III | ||||||
| SEC/DIR | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SHARON MURPHY | ||||||
| TREAS/DIR | 20.00 | Yes (X) | Yes (X) | $45,000 | $0 | $0 |
| DAN R MOORE | ||||||
| DIRECTOR | 0.25 | Yes (X) | Yes (X) | $11,475 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $67,950 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $673,020 | AllOtherContributionsAmt |
| Total Contributions | $673,020 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STUDENT HOUSING | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $6,750 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $6,750 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $163,688 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $163,688 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,307,410 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,924,893 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $382,517 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $382,517 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $382,517 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,225,975 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,750 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $546,205 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $201,293 | TotalAmt |
| Program Services | $201,293 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,000 | TotalAmt |
| Program Services | $2,423 | ProgramServicesAmt |
| Management And General | $42,577 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,422 | TotalAmt |
| Program Services | $345 | ProgramServicesAmt |
| Management And General | $6,077 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,443 | TotalAmt |
| Program Services | $185 | ProgramServicesAmt |
| Management And General | $3,258 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,500 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $9,500 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,129 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $103,129 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,635 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $12,635 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $63 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,675 | TotalAmt |
| Program Services | $790 | ProgramServicesAmt |
| Management And General | $13,885 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,988 | TotalAmt |
| Program Services | $645 | ProgramServicesAmt |
| Management And General | $11,343 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,636 | TotalAmt |
| Program Services | -$4,388 | ProgramServicesAmt |
| Management And General | $63,024 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $466,784 | TotalAmt |
| Program Services | $201,293 | ProgramServicesAmt |
| Management And General | $265,491 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $368,541 | BOYAmt |
| EOY | $605,754 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $402,178 | BOYAmt |
| EOY | $229,635 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,613 | BOYAmt |
| EOY | $2,378 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $991,698 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $70,052 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $936,321 | BOYAmt |
| EOY | $921,646 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,465,180 | BOYAmt |
| EOY | $8,176,243 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,591 | BOYAmt |
| EOY | $17,951 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,194,424 | BOYAmt |
| EOY | $9,953,607 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,082 | BOYAmt |
| EOY | $1,072 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,082 | BOYAmt |
| EOY | $1,072 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,267,660 | BOYAmt |
| EOY | $8,817,013 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $925,682 | BOYAmt |
| EOY | $1,135,522 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,193,342 | BOYAmt |
| EOY | $9,952,535 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,194,424 | BOYAmt |
| EOY | $9,953,607 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $759,191 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $2 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| IRS Written Determination | Yes (X) | IRSWrittenDeterminationInd |
| Supported Organizations | 2 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (2 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| LJH C CTR FDN | ||||
| 550749741 | 10 | Yes (true) | $108,133 | $0 |
| FDN FOR TRI-STATE | ||||
| 610729266 | 10 | Yes (true) | $75,000 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 2 | SupportedOrganizationsTotalCnt |
| Support Sum | $183,133 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
| Public Support CY170 | 0 | PublicSupportCY170Pct |
| Public Support Total509 | $0 | PublicSupportTotal509Amt |
| Public Support CY509 | 0 | PublicSupportCY509Pct |
| Investment Income CY | 0 | InvestmentIncomeCYPct |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (true) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | false | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | false | SupportedOrgSectionC456Ind |
| Supported Org Qualified | false | SupportedOrgQualifiedInd |
| Suprt Exclusively Sec170c2 B | false | SuprtExclusivelySec170c2BInd |
| Supported Org Not Organized US | false | SupportedOrgNotOrganizedUSInd |
| Control Deciding Grnt Frgn Org | false | ControlDecidingGrntFrgnOrgInd |
| Support Foreign Org No Determ | false | SupportForeignOrgNoDetermInd |
| Organization Change Suprt Org | false | OrganizationChangeSuprtOrgInd |
| Supported Org Class Designated | false | SupportedOrgClassDesignatedInd |
| Support Non Supported Org | Yes (true) | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | false | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | false | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | false | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | false | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | false | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | false | ExcessBusinessHoldingsRulesInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (true) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | false | OperateBenefitNonSuprtOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt IV Sec A Ln 6 | THE ORGANIZATION PROVIDES ASSISTANCE (IN THE FORM OF |
| Pt IV Sec A Ln 6 | CASH CONTRIBUTIONS)TO CHARITIES OTHER THAN ITS SUPPORTED |
| Pt IV Sec A Ln 6 | ORGANIZATIONS. THESE CHARITIES ARE EXEMPT FROM TAX |
| Pt IV Sec A Ln 6 | AND THEIR RELIGIOUS, EDUCATIONAL, CHARITABLE AND |
| Pt IV Sec A Ln 6 | LITERARY ACTIVITIES BENEFIT THE CITIZENS OF SOUTHERN |
| Pt IV Sec A Ln 6 | WEST VIRGINIA |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $17,591 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $528,553 | OtherCostOrOtherBasisAmt |
| Book Value | $528,553 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $368,525 | OtherCostOrOtherBasisAmt |
| Depreciation | $35,828 | DepreciationAmt |
| Book Value | $332,697 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $11,236 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,092 | DepreciationAmt |
| Book Value | $10,144 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $39,923 | OtherCostOrOtherBasisAmt |
| Depreciation | $31,200 | DepreciationAmt |
| Book Value | $8,723 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $43,461 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,932 | DepreciationAmt |
| Book Value | $41,529 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $921,646 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $1,225,975 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $1,225,975 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $1,225,975 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $466,784 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $466,784 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $466,784 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt III, Line 4 | THE COLLECTIONS OF ART ARE AVAILABLE FOR THE GENERAL |
| Pt III, Line 4 | PUBLIC TO VIEW. THE CURRENT COLLECTION EXHIBITS THE TOWN |
| Pt III, Line 4 | OF GILBERT IN ITS EARLY DAYS. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| FDN TRI-STATE COMMUNITY | |||||||
| P O BOX 2096 | ASHLAND | KY | 41105 | 610729266 | 509(a)(1) | $75,000 | PGRM SUPPORT |
| LJH COMMUNITY CTR FDN | |||||||
| P O BOX 1210 | GILBERT | WV | 25621 | 550749741 | 509(a)(2) | $108,133 | PGRM SUPPORT |
| WV UNIVERSITY FDN | |||||||
| POBOX 1650 | MORGANTOWN | WV | 26507 | 556017181 | 509(a)(1) | $10,000 | PGRM SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt I Line 2 | REPORTS RECEIVED AND MEETINGS HELD WITH THE RECIPIENTS OF |
| Pt I Line 2 | PROGRAM SUPPORT. |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHARON MURPHY | PersonNm |
| Relationship With Org | DIR/OFFICER | RelationshipWithOrgTxt |
| Loan Purpose | REIMB DUE | LoanPurposeTxt |
| Loan From Organization | Yes (X) | LoanFromOrganizationInd |
| Original Principal | $4,613 | OriginalPrincipalAmt |
| Balance Due | $2,378 | BalanceDueAmt |
| Default | false | DefaultInd |
| Board Or Committee Approval | Yes (true) | BoardOrCommitteeApprovalInd |
| Written Agreement | false | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $2,378 | TotalBalanceDueAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (26 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt VI, Line 11b | A DRAFT OF FORM 990 IS SUBMITTED TO THE FOUNDATION BOARD |
| Pt VI, Line 11b | FOR DISCUSSION AND COMMENTS. IF THERE ARE NO CHANGES THEN |
| Pt VI, Line 11b | THE FINAL RETURN IS ISSUED FOR SIGNATURE AND FILING. |
| Pt VI, Line 12c | INTERESTED PERSONS SIGN OFF ANNUALLY ON CONFLICT OF |
| Pt VI, Line 12c | INTEREST DISCLOSURE STATEMENTS. |
| Pt VI, Line 15a | THE PROCESS USED FOR DETERMINING INVESTMENT ADVISORY |
| Pt VI, Line 15a | COMPENSATION OF GARY WHITE, PRESIDENT, INVOLVED REVIEW AND |
| Pt VI, Line 15a | APPROVAL BY THE BOARD OF DIRECTORS (EXCLUDING GARY WHITE), |
| Pt VI, Line 15a | THE USE OF COMPARABLE COMPENSATION FOR SIMILARY QUALIFIED |
| Pt VI, Line 15a | PERSONS AND THE DOCUMENTATION OF DELIBERATIONS AND APPROVAL |
| Pt VI, Line 15a | OF THE COMPENSATION ARRANGEMENT. |
| Pt VI, Line 15b | THE SAME PROCESS SET FORTH ABOVE FOR DETERMINING THE |
| Pt VI, Line 15b | THE INVESTMENT ADVISORY COMPENSATION OF DAN MOORE, DIRECTOR, |
| Pt VI, Line 15b | WAS USED. |
| Pt VI, Line 19 | REQUESTED INFORMATION IS EITHER PICKED UP AT THE PHYSICAL |
| Pt VI, Line 19 | ADDRESS OF THE FOUNDATION OR IT IS MAILED. |
| Other | FORM 990, PAGE 2, LINE 4d - OTHER PROGRAM SERVICES |
| Other | THE ORGANIZATION AGREED TO PROVIDE FINANCIAL ASSISTANCE |
| Other | TO WEST VIRGINIA UNIVERSITY HEALTH SCIENCES FOR THEIR |
| Other | NEW PROGRAM CALLED 'LUCASX OR (THE LUNG BUS). |
| Form 990, Part III, Line 4d | WEST VIRGINIA UNIVERSITY FOUNDATION "LUCAS PROGRAM" 10000. 10000. 0. |
| Form 990, Part IX, Line 24e | TAXES, LICENSES & FEES 7887. 179. 7708. 0. |
| Form 990, Part IX, Line 24e | MAINT AND REPAIRS 47635. 425. 47210. 0. |
| Form 990, Part IX, Line 24e | MISCL EXPENSES 714. 0. 714. 0. |
| Form 990, Part IX, Line 24e | TAX RETURN PREPARATION 2400. 0. 2400. 0. |
| Form 990, Part IX, Line 24e | RECLASIFICATION 0. -4992. 4992. 0. |