MCGEE FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- MCGEE FOUNDATION (EIN 55-0720406)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-15
- IRS object ID
- 201703199349102650
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-15T13:22:42-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 550738985 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GIBBONS & KAWASH AC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 707 VIRGINIA ST E STE 300 | AddressLine1Txt |
| City | CHARLESTON | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 253012724 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 550720406 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MCGEE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MCGE | BusinessNameControlTxt |
| Phone | 3043458400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 707 VIRGINIA ST E SUITE 300 | AddressLine1Txt |
| City | CHARLESTON | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 25301 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN E KAWASH | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3043458400 | PhoneNum |
| Signature | 2017-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANTHONY D RAGER | PreparerPersonNm |
| PTIN | P00366596 | PTIN |
| Phone | 3043458400 | PhoneNum |
| Preparation | 2017-11-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | 8A24BD5D5D720B004C21BB0F8FE0F5EB8ADF24FB | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | BA57C18A5DE282E8199B74242677F14E38B7FA17 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,953,350 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $925 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $450 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $450 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $10,272 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,272 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,739 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $695,599 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,739 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $184,275 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $184,275 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $197,661 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $196,736 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $7,889 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $7,889 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $26,550 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $26,550 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $11,568 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,955 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,000 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $4,500 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $4,500 | TravConfMeetingNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $5,208 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,208 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $56,715 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $52,102 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $66,715 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $52,102 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $130,946 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $144,634 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $81,717 | CashBOYAmt |
| Cash EOY | $140,753 | CashEOYAmt |
| Cash EOYFMV | $140,753 | CashEOYFMVAmt |
| Corporate Stock BOY | $473,568 | CorporateStockBOYAmt |
| Corporate Stock EOY | $479,335 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $490,188 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $972,332 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,038,475 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,156,789 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $166,864 | OtherAssetsBOYAmt |
| Other Assets EOY | $165,620 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $165,620 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,694,481 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,824,183 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,953,350 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,694,481 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,824,183 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,694,481 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,824,183 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,694,481 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,824,183 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,694,481 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $130,946 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,825,427 | SubtotalAmt |
| Other Decreases | $1,244 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,824,183 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BALENTINE- 9244 | P | 2016-02-04 | 2016-09-01 | $357,234 | $363,166 | -$5,932 | -$5,932 |
| BALENTINE- 9244 | P | 2014-11-20 | 2016-02-04 | $338,242 | $330,659 | $7,583 | $7,583 |
| BALENTINE- 9244 | P | 2014-11-20 | 2016-02-04 | $36 | $35 | $1 | $1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,739 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $100,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,910,816 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052334 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,494,284 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.000669 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $138,892 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,526,358 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.090996 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $30,802 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,389,543 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.022167 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $229,865 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $607,769 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.378211 | DistributionYr5Rt |
| Total Distribution | 0.544377 | TotalDistributionRt |
| Average Distribution | 0.108875 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,907,137 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $207,640 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,446 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $209,086 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $10,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,893 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,893 | SubtotalAmt |
| Tax Based On Investment Income | $2,893 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $849 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $2,500 | AppliedToEsTaxAmt |
| Total Payments And Credits | $3,349 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $7 | EsPenaltyAmt |
| Overpayment | $449 | OverpaymentAmt |
| Applied To ES Tax | $449 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WV | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHEN E KAWASH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3043458400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 707 VIRGINIA ST E SUITE 300 | AddressLine1Txt |
| City | CHARLESTON | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 25301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt | Business Name Line2BusinessName/BusinessNameLine2Txt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|
| JOHN F MCGEE | ||||||||||
| 707 VIRGINIA ST E STE 300 | CHARLESTON | WV | 25301 | TRUSTEE | 000.00 | $0 | $0 | $0 | ||
| J MICHAEL HINES | ||||||||||
| 1701 PENNSYLVANIA AVENUE NW STE 300 | WASHINGTON | DC | 20006 | TRUSTEE | 000.00 | $0 | $0 | $0 | ||
| STEPHEN E KAWASH | ||||||||||
| 707 VIRGINIA ST E STE 300 | CHARLESTON | WV | 25301 | TRUSTEE | 000.00 | $0 | $0 | $0 | GIBBONS & KAWASH | |
| JOHN KUYKENDALL | ||||||||||
| PO BOX 1768 | DAVIDSON | NC | 28036 | TRUSTEE | 000.00 | $0 | $0 | $0 | ||
| WILLIAM DEBERNIERE MEBANE JR | ||||||||||
| 109 LAURENS ROAD | GREENVILLE | SC | 29607 | TRUSTEE | 000.00 | $0 | $0 | $0 | SUITE 1D | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,804,596 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $131,584 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,936,180 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,936,180 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $29,043 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,907,137 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $95,357 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $95,357 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,893 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,893 | TotalTaxAmt |
| Distributable Before Adj | $92,464 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $92,464 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $92,464 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $10,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $10,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $92,464 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $199,477 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $62,574 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $5,680 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $267,731 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $10,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $10,000 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $82,464 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $82,464 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $185,267 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $117,013 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $68,254 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $62,574 | ExcessFromYear3Amt |
| Excess From Year1 | $5,680 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAMC FOUNDATION | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3414 STAUNTON AVE SE | AddressLine1Txt |
| City | CHARLESTON | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 25304 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | CANCER CENTER CAPITAL CAMPAIGN | GrantOrContributionPurposeTxt |
| Amt | $10,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $450 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $10,272 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,739 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EPI ORDINARY PT INCOME | Desc |
| Related Or Exempt Function Incm | $184,275 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $196,736 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $196,736 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | FUNDS RECEIVED AND EARNINGS ON INVESTMENTS ARE USED TO |
| 4 | FUND SPONSORSHIP OF CONSTRUCTION OF A CANCER CENTER AND A |
| 8 | SCULPTURE MUSEUM, FURTHER INTERNATIONAL JOURNALISM, AND |
| 11B | SUPPORT THE LOCAL ARTS. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $26,550 | Amt |
| Net Investment Income | $26,550 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BALENTINE 11086 | ||
| BALENTINE STOCKS 9244 | $479,335 | $490,188 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENT IN PARTNERSHIPS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,038,475 | BookValueAmt |
| EOYFMV | $1,156,789 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MICHAEL HINES | CategoryTxt |
| Legal Fees | $7,889 | LegalFeesAmt |
| Net Investment Income | $7,889 | NetInvestmentIncomeAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CSV LIFE INSURANCE | Desc |
| BOY Book Value | $166,864 | BOYBookValueAmt |
| EOY Book Value | $165,620 | EOYBookValueAmt |
| EOYFMV | $165,620 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DECREASE IN CSV LIFE INSURANCE | Desc |
| Amt | $1,244 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| MISCELLANEOUS EXPENSES | $5,208 | $5,208 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EPI ORDINARY PT INCOME | Desc |
| Revenue And Expenses Per Books | $184,275 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $184,275 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| TRUSTEE FEES | $6,522 | $6,522 |
| INVESTMENT FEES | $5,046 | $1,433 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INCOME TAX | CategoryTxt |
| Amt | $1,000 | Amt |