MCGEE FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- MCGEE FOUNDATION (EIN 55-0720406)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-16
- IRS object ID
- 201533209349102613
- Schema version
- 2014v5.0
- 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 Bonds 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
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-16T13:54:15-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | TREASURER | PersonTitleTxt |
| Phone | 3043458400 | PhoneNum |
| Signature | 2015-11-16 | 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 | 2015-11-16 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,906,503 | 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 | $5,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $425 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $425 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $487,822 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $487,822 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,379 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $37,472 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,379 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,962 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $499,588 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $491,626 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $13,328 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $13,328 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $21,260 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $21,630 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $16,486 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $16,486 | OtherProfFeesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $882 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $882 | TravConfMeetingNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $2,739 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,739 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $54,695 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $55,065 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $55,695 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $55,065 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $443,893 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $436,561 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $15,686 | CashBOYAmt |
| Cash EOY | $124,537 | CashEOYAmt |
| Cash EOYFMV | $124,537 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $12,722 | SavAndTempCashInvstBOYAmt |
| Corporate Stock BOY | $828,240 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,222,205 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,367,968 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $139,464 | CorporateBondsBOYAmt |
| Other Investments BOY | $52,707 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $145,968 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $244,146 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $171,032 | OtherAssetsBOYAmt |
| Other Assets EOY | $169,852 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $169,852 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,219,851 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,662,562 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,906,503 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,219,851 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,662,562 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,219,851 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,662,562 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,219,851 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,662,562 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,219,851 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $443,893 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,663,744 | SubtotalAmt |
| Other Decreases | $1,182 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,662,562 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 515 ISHARES TR MSCI | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2014-09-16 | AcquiredDt |
| Sold | 2014-11-20 | SoldDt |
| Gross Sales Price | $32,576 | GrossSalesPriceAmt |
| Cost Or Other Basis | $34,093 | CostOrOtherBasisAmt |
| Gain Or Loss | -$1,517 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$1,517 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,379 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $138,892 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,526,358 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.090996 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $30,802 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,389,543 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.022167 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $229,865 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $607,769 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.378211 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $132,611 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $734,208 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.180618 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $548,580 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $919,511 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.596600 | DistributionYr5Rt |
| Total Distribution | 1.268592 | TotalDistributionRt |
| Average Distribution | 0.253718 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,494,284 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $379,127 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,366 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $383,493 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,731 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $8,731 | SubtotalAmt |
| Tax Based On Investment Income | $8,731 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $10,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $10,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $197 | EsPenaltyAmt |
| Overpayment | $1,072 | OverpaymentAmt |
| Applied To ES Tax | $1,072 | 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 |
| Individual With Books | STEPHEN E KAWASH | IndividualWithBooksNm |
| 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 | 0.00 | $0 | $0 | $0 | ||
| J MICHAEL HINES | ||||||||||
| 1701 PENNSYLVANIA AVENUE NW STE 300 | WASHINGTON | DC | 20006 | TRUSTEE | 0.00 | $0 | $0 | $0 | ||
| STEPHEN E KAWASH | ||||||||||
| 707 VIRGINIA ST E STE 300 | CHARLESTON | WV | 25301 | TRUSTEE | 0.00 | $0 | $0 | $0 | GIBBONS & KAWASH | |
| JOHN KUYKENDALL | ||||||||||
| PO BOX 1768 | DAVIDSON | NC | 28036 | TRUSTEE | 0.00 | $0 | $0 | $0 | ||
| WILLIAM DEBERNIERE MEBANE JR | ||||||||||
| 109 LAURENS ROAD | GREENVILLE | SC | 29607 | TRUSTEE | 0.00 | $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 | $1,489,997 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $27,043 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,517,040 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,517,040 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $22,756 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,494,284 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $74,714 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $74,714 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,731 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,731 | TotalTaxAmt |
| Distributable Before Adj | $65,983 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $65,983 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $65,983 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $65,983 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $502,604 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $595,901 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $199,477 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $62,574 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,360,556 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,000 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $64,983 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $64,983 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,295,573 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $437,621 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $857,952 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $595,901 | ExcessFromYear4Amt |
| Excess From Year3 | $199,477 | ExcessFromYear3Amt |
| Excess From Year1 | $62,574 | 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 | KANAWHA CHARLESTON HUMANE SOCIETY | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1248 GREENBRIER STREET | AddressLine1Txt |
| City | CHARLESTON | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 25311 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | GENERAL OPERATIONS | GrantOrContributionPurposeTxt |
| Amt | $1,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAMC CANCER CENTER | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3412 STAUNTON AVENUE | AddressLine1Txt |
| City | CHARLESTON | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 25304 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | NEW CONSTRUCTION | GrantOrContributionPurposeTxt |
| Amt | $10,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $10,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $425 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $487,822 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $3,379 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Related Or Exempt Function Incm | $2,962 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $494,588 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $494,588 | 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 | $21,260 | Amt |
| Net Investment Income | $21,630 | NetInvestmentIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm |
|---|
| AMA - UNIFIED SER TR BONDS |
| VALUED ADIVSORS TR A OK BONDS |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EVENING POST PUBLISHING CO CAP STK | $8,282 | $9,856 |
| EVENING POST PUBG CO CDT-CL B | $819,958 | $975,744 |
| BALENTINE 9244 | $393,965 | $382,368 |
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 | $145,968 | BookValueAmt |
| EOYFMV | $244,146 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MICHAEL HINES | CategoryTxt |
| Legal Fees | $13,328 | LegalFeesAmt |
| Net Investment Income | $13,328 | NetInvestmentIncomeAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CSV LIFE INSURANCE | Desc |
| BOY Book Value | $171,032 | BOYBookValueAmt |
| EOY Book Value | $169,852 | EOYBookValueAmt |
| EOYFMV | $169,852 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DECREASE IN CSV LIFE INSURANCE | $1,181 |
| FEDERAL INCOME TAXES | $1 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| BANK CHARGES | $20 | $20 |
| OTHER | $2,719 | $2,719 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $2,962 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| TRUSTEE FEES | $4,033 | $4,033 |
| INVESTMENT FEES | $12,453 | $12,453 |