BOARD OF TRUSTEES OF PRICHARD SCHOOL: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- BOARD OF TRUSTEES OF PRICHARD SCHOOL (EIN 55-0435910)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-07-29
- IRS object ID
- 202112109349101601
- Schema version
- 2020v4.1
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-07-29T15:35:52-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 550657218 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HESS STEWART & CAMPBELL PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1060 | AddressLine1Txt |
| City | HUNTINGTON | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 257131060 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 550435910 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOARD OF TRUSTEES OF PRICHARD SCHOOL | BusinessNameLine1Txt |
| Business Name Line2 | C/O CITY NATIONAL BANK TRUST WEALTH MGMT | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BOAR | BusinessNameControlTxt |
| Phone | 3045266200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1900 THIRD AVE | AddressLine1Txt |
| City | HUNTINGTON | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 25703 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EDWARD W MORRISON JR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3045233484 | PhoneNum |
| Signature | 2021-07-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | EDWARD | PersonFirstNm |
| Person Last | MORRISON JR | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN G HESS | PreparerPersonNm |
| PTIN | P00115975 | PTIN |
| Phone | 3045236464 | PhoneNum |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $20,642,514 | 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 |
| Dividends Rev And Expnss | $339,522 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $339,522 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $2,553 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $2,553 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $2,553 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $305,039 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,172,759 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $305,039 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,265,865 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,265,865 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,912,979 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,912,979 | 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 |
| Legal Fees Rev And Expnss | $75,412 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $75,412 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $13,114 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,803 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,311 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $179,237 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $179,237 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $11,854 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $11,854 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $56,087 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $50,478 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,609 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $335,704 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $328,784 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,920 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,422,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,422,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,757,904 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $328,784 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,429,120 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $155,075 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,584,195 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,821 | CashBOYAmt |
| Cash EOY | $670 | CashEOYAmt |
| Cash EOYFMV | $670 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $372,521 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $366,515 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $366,515 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $482,344 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $332,030 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $332,030 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $9,976,240 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,686,382 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,686,382 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,729,293 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,324,838 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,324,838 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $43,350 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $43,350 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $38,711 | OtherAssetsBOYAmt |
| Other Assets EOY | $38,711 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,888,729 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $14,606,930 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,792,496 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,642,514 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $14,606,930 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $15,792,496 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,606,930 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,792,496 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,606,930 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,792,496 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,606,930 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $155,075 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,030,491 | OtherIncreasesAmt |
| Subtotal | $15,792,496 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $15,792,496 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| INVESTMENT SECURITIES | P | $4,139,826 | $3,867,720 | $272,106 | $272,106 |
| CAPITAL GAINS DIVIDENDS | P | $32,933 | $32,933 | $32,933 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $305,039 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $22,020 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $22,020 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $22,020 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $28,953 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $28,953 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,933 | OverpaymentAmt |
| Applied To ES Tax | $6,933 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | 0 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | EDWARD MORRISON | IndividualWithBooksNm |
| Phone | 3045233484 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4034 ALTIZER AVE P O BOX 2163 | AddressLine1Txt |
| City | HUNTINGTON | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 25722 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|
| EDWARD W MORRISON JR | ||||||||
| 415 WHITAKER BLVD | HUNTINGTON | WV | 25701 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| MARC WILD | ||||||||
| 1104 5TH AVENUE | HUNTINGTON | WV | 25701 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| DON O'DELL | ||||||||
| PO BOX 2488 | HUNTINGTON | WV | 25725 | SECRETARY/TREASURER | 0.00 | $0 | $0 | $0 |
| SHARON FRAZIER | ||||||||
| 1501 ENSLOW BLVD | HUNTINGTON | WV | 25701 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| DIANA CURRY | ||||||||
| 10TH AVENUE W | HUNTINGTON | WV | 25701 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| ELIZABETH B JENKINS | ||||||||
| 306 HOLSWADE DRIVE | HUNTINGTON | WV | 25701 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| STEVE HATTEN | ||||||||
| 501 E MCBEE AVE STE 101 | GREENVILLE | SC | 29601 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GADDY ENGINEERING COMPANY | |||||
| 303 WEST WASHINGTON ST | CHARLESTON | WV | 25302 | ENGINEERING | $120,248 |
| CITY NATIONAL BANK | |||||
| 1900 3RD AVE | HUNTINGTON | WV | 25703 | INVESTMENT MANAGEMENT | $55,146 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $14,011,562 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $508,593 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,888,729 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $19,408,884 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $19,408,884 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $291,133 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,117,751 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $955,888 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $955,888 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $22,020 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $1,129 | IncomeTaxAmt |
| Total Tax | $23,149 | TotalTaxAmt |
| Distributable Before Adj | $932,739 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $932,739 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $932,739 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,429,120 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,429,120 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,429,120 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $932,739 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $703,585 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $553,428 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $788,968 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $655,922 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $727,272 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,429,175 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,429,120 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $932,739 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $496,381 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,925,556 | 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 | $703,585 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,221,971 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $553,428 | ExcessFromYear4Amt |
| Excess From Year3 | $788,968 | ExcessFromYear3Amt |
| Excess From Year2 | $655,922 | ExcessFromYear2Amt |
| Excess From Year1 | $727,272 | ExcessFromYear1Amt |
| Excess From Current Year | $496,381 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | EDWARD W MORRISON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 415 W WHITAKER BLVD | AddressLine1Txt |
| City | HUNTINGTON | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 25701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3045233484 | RecipientPhoneNum |
| Form And Info And Materials | NO PRESCRIBED FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO SUBMISSION DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | ONLY FOR EDUCATIONAL OR CHARITABLE PURPOSES TO ORGANIZATIONS CLASSIFIED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| WAYNE COUNTY BOARD OF EDUCATION | |||||
| 212 N COURT ST | WAYNE | WV | 25570 | CHARITABLE ACTIVITIES OF THE RECIPIENT ORGANIZATION | $30,500 |
| MARSHALL UNIVERSITY MEDICAL SCHOOL | |||||
| 1600 MEDICAL CENTER DR | HUNTINGTON | WV | 25701 | EDUCATIONAL SCHOLARSHIPS AT MARSHALL UNIVERSITY | $20,000 |
| FACING HUNGER FOODBANK | |||||
| 1327 7TH AVE | HUNTINGTON | WV | 25704 | CHARITABLE ACTIVITIES OF THE RECIPIENT ORGANIZATION | $50,000 |
| BOYS AND GIRLS' CLUB OF HUNTINGTON | |||||
| 520 EVERETT STREET | HUNTINGTON | WV | 25701 | CHARITABLE ACTIVITIES OF THE RECIPIENT ORGANIZATION | $25,000 |
| WALKING MIRACLES FAMILY FOUNDATION | |||||
| 30 CARRIAGE WAY | HURRICANE | WV | 25526 | CHARITABLE ACTIVITIES OF THE RECIPIENT ORGANIZATION | $75,000 |
| FIRST PRESBYTERIAN CHURCH OF HUNTINGTON | |||||
| 1015 FIFTH AVE | HUNTINGTON | WV | 25701 | CHARITABLE ACTIVITIES OF THE RECIPIENT ORGANIZATION | $41,000 |
| GREEN ACRES REGIONAL CENTER INC | |||||
| RT 2 BOX 115 | LESAGE | WV | 25537 | EDUCATIONAL AND CHARITABLE ACTIVITIES OF THE RECIPIENT ORGANIZATION | $30,000 |
| HUNTINGTON MUSEUM OF ART | |||||
| 2033 MCCOY ROAD | HUNTINGTON | WV | 25701 | CHARITABLE ACTIVITIES OF THE RECIPIENT ORGANIZATION | $55,000 |
| HUNTINGTON SYMPHONY ORCHESTRA | |||||
| 763 3RD AVE | HUNTINGTON | WV | 25701 | CHARITABLE ACTIVITIES OF THE RECIPIENT ORGANIZATION | $80,000 |
| HUNTINGTON HIGH SCHOOL | |||||
| 1 HIGHLANDER WAY | HUNTINGTON | WV | 25701 | FOR SUPPORT OF STUDENT ACTIVITIES | $15,000 |
| BIG BROTHERS - BIG SISTERS OF THE TRI-STATE | |||||
| 910 FOURTH AVENUE | HUNTINGTON | WV | 25701 | CHARITABLE ACTIVITIES OF THE RECIPIENT ORGANIZATION | $80,000 |
| DEVELOPMENTAL THERAPY CENTER | |||||
| 845 4TH AVENUE 302A | HUNTINGTON | WV | 25701 | CHARITABLE ACTIVITIES OF THE RECIPIENT ORGANIZATION | $50,000 |
| GOLDEN GIRLS INC | |||||
| PO BOX 876 | CEREDO | WV | 25507 | CHARITABLE ACTIVITIES OF THE RECIPIENT ORGANIZATION | $50,000 |
| MARSHALL ARTIST SERIES | |||||
| 623 LEE STREET | CHARLESTON | WV | 25302 | CHARITABLE ACTIVITIES OF THE RECIPIENT ORGANIZATION | $34,000 |
| HOSPICE OF HUNTINGTON | |||||
| 1101 6TH AVE | HUNTINGTON | WV | 25701 | CHARITABLE ACTIVITIES OF THE RECIPIENT ORGANIZATION | $32,000 |
| HERITAGE FARM MUSEUM | |||||
| 3300 HARVEY ROAD | HUNTINGTON | WV | 25704 | CHARITABLE ACTIVITIES OF THE RECIPIENT ORGANIZATION | $20,000 |
| CONTACT RAPE CRISIS CENTER | |||||
| PO BOX 2963 | HUNTINGTON | WV | 25728 | CHARITABLE ACTIVITIES OF THE RECIPIENT ORGANIZATION | $40,000 |
| RIVER VALLEY CHILD DEVELOPMENT SERVICES | |||||
| 611 7TH AVENUE SUITE 300 | HUNTINGTON | WV | 25701 | CHARITABLE ACTIVITIES OF THE RECIPIENT ORGANIZATION | $25,000 |
| THE CHILDREN'S PLACE | |||||
| 625 RICHMOND STREET | HUNTINGTON | WV | 25702 | CHARITABLE ACTIVITIES OF THE RECIPIENT ORGANIZATION | $50,000 |
| MARSHALL UNIVERSITY FOUNDATION | |||||
| 519 JOHN MARSHALL DR | HUNTINGTON | WV | 25703 | CHARITABLE ACTIVITIES OF THE RECIPIENT ORGANIZATION | $50,000 |
| DRESS FOR SUCCESS RIVER CITIES | |||||
| 1141 4TH AVENUE | HUNTINGTON | WV | 25701 | CHARITABLE ACTIVITIES OF THE RECIPIENT ORGANIZATION | $50,000 |
| MARSHALL UNIVERSITY THEATRE | |||||
| 1 JOHN MARSHALL DRIVE | HUNTINGTON | WV | 25755 | CHARITABLE ACTIVITIES OF THE RECIPIENT ORGANIZATION | $20,000 |
| CHRISTIAN ASSOCIATES INC FBO CRIDLIN FOOD & CLOTHING PANTRY | |||||
| 520 11TH STREET | HUNTINGTON | WV | 25701 | CHARITABLE ACTIVITIES OF THE RECIPIENT ORGANIZATION | $105,000 |
| CABELL COUNTY PUBLIC LIBRARY | |||||
| 455 9TH STREET | HUNTINGTON | WV | 25701 | EDUCATIONAL AND CHARITABLE ACTIVITIES OF THE RECIPIENT ORGANIZATION | $50,000 |
| KEITH-ALBEE PERFORMING ARTS CENTER INC | |||||
| 925 4TH AVE | HUNTINGTON | WV | 25701 | CHARITABLE ACTIVITIES OF THE RECIPIENT ORGANIZATION | $10,000 |
| CLIFF'S CLOSET CO HUNTINGTON HIGH SCHOOL | |||||
| 1 HIGHLANDER WAY | HUNTINGTON | WV | 25701 | EDUCATIONAL AND CHARITABLE ACTIVITIES OF THE RECIPIENT ORGANIZATION | $2,500 |
| RONALD MCDONALD HOUSE | |||||
| 1500 17TH STREET | HUNTINGTON | WV | 25701 | CHARITABLE ACTIVITIES OF THE RECIPIENT ORGANIZATION | $100,000 |
| YOUNG LIFE HUNTINGTON | |||||
| PO BOX 505 | HUNTINGTON | WV | 25710 | CHARITABLE ACTIVITIES OF THE RECIPIENT ORGANIZATION | $50,000 |
| YMCA FOUNDATION OF HUNTINGTON INC | |||||
| 917 9TH STREET | HUNTINGTON | WV | 25702 | CHARITABLE ACTIVITIES OF THE RECIPIENT ORGANIZATION | $77,000 |
| AMERICAN RED CROSS | |||||
| 1111 VETERANS MEMORIAL BOULEVARD | HUNTINGTON | WV | 25701 | CHARITABLE ACTIVITIES OF THE RECIPIENT ORGANIZATION | $10,000 |
| HUNTINGTON LITTLE LEAGUE | |||||
| 1511 MCCOY ROAD | HUNTINGTON | WV | 25701 | CHARITABLE ACTIVITIES OF THE RECIPIENT ORGANIZATION | $20,000 |
| LILY'S PLACE | |||||
| PO BOX 2963 | HUNTINGTON | WV | 25706 | CHARITABLE ACTIVITIES OF THE RECIPIENT ORGANIZATION | $25,000 |
| SALVATION ARMY | |||||
| 1223 3RD AVENUE | HUNTINGTON | WV | 25701 | CHARITABLE ACTIVITIES OF THE RECIPIENT ORGANIZATION | $50,000 |
| WAYNE COUNTY 4-H LEADERS | |||||
| 27572 EAST LYNN ROAD | WAYNE | WV | 25570 | CHARITABLE ACTIVITIES OF THE RECIPIENT ORGANIZATION | $200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,422,200 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $339,522 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $2,553 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $1,173,295 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $305,039 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $92,570 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,912,979 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,912,979 | 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 | CategoryTxt |
| Amt | $13,114 | Amt |
| Net Investment Income | $11,803 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,311 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $3,324,838 | EOYBookValueAmt |
| EOYFMV | $3,324,838 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCK | StockNm |
| EOY Book Value | $11,686,382 | EOYBookValueAmt |
| EOYFMV | $11,686,382 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $332,030 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $332,030 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | REAL ESTATE INVESTMENT TRUSTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $43,350 | BookValueAmt |
| EOYFMV | $43,350 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $75,412 | LegalFeesAmt |
| Net Investment Income | $75,412 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REAL ESTATE MINERAL INTEREST | Desc |
| BOY Book Value | $38,711 | BOYBookValueAmt |
| EOY Book Value | $38,711 | EOYBookValueAmt |
| EOYFMV | $4,888,729 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INSURANCE | Desc |
| Revenue And Expenses Per Books | $56,087 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $50,478 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,609 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| COAL ROYALTIES | $1,158,062 | $1,158,062 | $1,158,062 |
| GAS ROYALTIES | $15,233 | $15,233 | $15,233 |
| MISCELLANEOUS | $92,570 | $92,570 | $92,570 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN FMV OF INVESTMENTS | Desc |
| Amt | $1,030,491 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CITY NATIONAL BANK FOR ANNUAL AGENCY FEES | $55,346 | $55,346 | $0 |
| ENGINEERING | $123,891 | $123,891 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $5,000 | $5,000 | $0 |
| PROPERTY TAX | $5,354 | $5,354 | $0 |
| UNRELATED BUSINESS INCOME TAX | $1,500 | $1,500 | $0 |