MCGEE FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- MCGEE FOUNDATION (EIN 55-0720406)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-14
- IRS object ID
- 201403189349101135
- Schema version
- 2013v3.1
- 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
- Compensation Explanation
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- 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 | 2014-11-14T13:28:05-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 707 VIRGINIA ST E STE 300 | AddressLine1 |
| City | CHARLESTON | City |
| State | WV | State |
| ZIP Code | 253012724 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 STREET EAST | AddressLine1 |
| Address Line2 | ROOM/SUITE 300 | AddressLine2 |
| City | CHARLESTON | City |
| State | WV | State |
| ZIP Code | 25301 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN E KAWASH | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3043458400 | PhoneNum |
| Signature | 2014-11-15 | 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 | 2014-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,621,306 | 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 |
| Interest On Sav Rev And Expnss | $41 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $41 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $5,777 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,777 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,822 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $102,667 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $3,520 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $7,516 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,818 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $21,785 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,893 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $10,892 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $33,672 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $33,672 | OtherProfFeesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $25,771 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $25,771 | TravConfMeetingNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $2,259 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,259 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $83,487 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $72,595 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,892 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $128,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $128,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $211,487 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $72,595 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $138,892 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$203,971 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $40,043 | CashBOYAmt |
| Cash EOY | $15,686 | CashEOYAmt |
| Cash EOYFMV | $15,686 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $148,060 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $12,722 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $12,722 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $828,240 | CorporateStockBOYAmt |
| Corporate Stock EOY | $828,240 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $985,600 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $88,237 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $139,464 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $136,184 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $149,968 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $52,707 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $300,082 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $171,433 | OtherAssetsBOYAmt |
| Other Assets EOY | $171,032 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $171,032 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,425,981 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,219,851 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,621,306 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,425,981 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,219,851 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,425,981 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,219,851 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,425,981 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,219,851 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,425,981 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$203,971 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,222,010 | SubtotalAmt |
| Other Decreases | $2,159 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,219,851 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| VALUED ADVISERS TR A OK STG INSTL | P | 2013-05-28 | 2013-10-28 | $14,000 | $14,605 | -$605 | -$605 |
| VANGUARD BD INDEX FD TOT BD PTF INS | P | 2013-05-28 | 2013-10-29 | $73,965 | $75,000 | -$1,035 | -$1,035 |
| VANGUARD BD INDEX FD TOT BD PTF INS | P | 2013-09-03 | 2013-10-29 | $160 | $158 | $2 | $2 |
| VANGUARD BD INDEX FD TOT BD PTF INS | P | 2013-07-01 | 2013-10-29 | $148 | $148 | ||
| VANGUARD BD INDEX FD TOT BD PTF INS | P | 2013-06-03 | 2013-10-29 | $15 | $15 | ||
| VANGUARD BD INDEX FD TOT BD PTF INS | P | 2013-08-02 | 2013-10-29 | $154 | $153 | $1 | $1 |
| VANGUARD BD INDEX FD TOT BD PTF INS | P | 2013-10-02 | 2013-10-29 | $159 | $158 | $1 | $1 |
| UNIFIED SER TR IRON STRAT INC | P | 2010-09-03 | 2013-10-28 | $14,000 | $14,252 | -$252 | -$252 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,888 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$1,636 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $30,802 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,389,543 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.022167 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $229,865 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $607,769 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.378211 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $132,611 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $734,208 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.180618 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $548,580 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $919,511 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.596600 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $675,003 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,903,628 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.354588 | DistributionYr5Rt |
| Total Distribution | 1.532184 | TotalDistributionRt |
| Average Distribution | 0.306437 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,526,358 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $467,733 | AdjNetVlNoncharitableAssetsAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $467,733 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $138,892 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
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 | AddressLine1 |
| City | CHARLESTON | City |
| State | WV | State |
| ZIP Code | 25301 | ZIPCode |
| 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 (6 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt | Business Name Line2BusinessName/BusinessNameLine2 | Address Line2USAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|---|---|
| JOHN F MCGEE | ||||||||||
| 707 VIRGINIA ST E STE 300 | CHARLESTON | WV | 25301 | TRUSTEE | 0.00 | $0 | $0 | $0 | ||
| RUTH B 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | WVU SCULPTURE MUSEUM - NEW CONSTRUCTION | Description1Txt |
| Expenses1 | $100,000 | Expenses1Amt |
| Description2 | CAMC CANCER CENTER - NEW CONSTRUCTION | Description2Txt |
| Expenses2 | $10,000 | Expenses2Amt |
| Description3 | FOREIGN CORRESP CLUB OF THAILAND - GENERAL OPERATIONS | Description3Txt |
| Expenses3 | $10,000 | Expenses3Amt |
| Description4 | NATIONAL YOUTH SCIENCE FOUNDATION - GENERAL OPERATIONS | Description4Txt |
| Expenses4 | $5,000 | Expenses4Amt |
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 | $1,529,535 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $20,067 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,549,602 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,549,602 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,244 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,526,358 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $76,318 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $76,318 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $76,318 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $76,318 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $76,318 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $138,892 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $138,892 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $138,892 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $76,318 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $42,794 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $502,604 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $595,901 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $199,477 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $1,340,776 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $138,892 | QualifyingDistributionsAmt |
| Applied To Current Year | $76,318 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $62,574 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,403,350 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $42,794 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,360,556 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $502,604 | ExcessFromYear4Amt |
| Excess From Year3 | $595,901 | ExcessFromYear3Amt |
| Excess From Year2 | $199,477 | ExcessFromYear2Amt |
| Excess From Current Year | $62,574 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1 | Address Line2RecipientForeignAddress/AddressLine2 | CityRecipientForeignAddress/City | CountryRecipientForeignAddress/Country |
|---|---|---|---|---|---|---|---|---|---|
| NATIONAL YOUTH SCIENCE FOUNDATION | |||||||||
| PO BOX 3387 | CHARLESTON | WV | 25333 | GENERAL OPERATIONS | $5,000 | ||||
| ROTARY INTERNATIONAL'S WATER PROJEC | |||||||||
| PO BOX 111 | CHARLESTON | WV | 25321 | GENERAL OPERATIONS | $3,000 | ||||
| WVU SCULPTURE MUSEUM | |||||||||
| PO BOX 6201 | MORGANTOWN | WV | 26506 | NEW CONSTRUCTION | $100,000 | ||||
| CAMC CANCER CENTER | |||||||||
| 3412 STAUNTON AVENUE | CHARLESTON | WV | 25304 | NEW CONSTRUCTION | $10,000 | ||||
| FOREIGN CORRES CLUB OF THAILAND | |||||||||
| GENERAL OPERATIONS | $10,000 | PENTHOUSE MANEEYA CENTER | 518/5 PLOENCHIT ROAD | BANGKOK | TH | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $128,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| NATIONAL YOUTH SCIENCE FOUNDATION | |||||
| PO BOX 3387 | CHARLESTON | WV | 25333 | GENERAL OPERATIONS | $10,000 |
| WVU SCULPTURE MUSEUM | |||||
| PO BOX 6201 | MORGANTOWN | WV | 26506 | NEW CONSTRUCTION | $258,118 |
| CAMC CANCER CENTER | |||||
| 3412 STAUNTON AVENUE | CHARLESTON | WV | 25304 | NEW CONSTRUCTION | $40,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $308,118 | 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 | $41 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $5,777 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$1,822 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC INCOME | Desc |
| Related Or Exempt Function Incm | $3,520 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $7,516 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,516 | 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 | $21,785 | Amt |
| Net Investment Income | $10,893 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,892 | DisbursementsCharitablePrpsAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (6 entries)
| Business Name Line2BusinessName/BusinessNameLine2 |
|---|
| JOHN F MCGEE |
| RUTH B MCGEE |
| J MICHAEL HINES |
| STEPHEN E KAWASH |
| GIBBONS KAWASH |
| JOHN KUYKENDALL |
| WILLIAM DEBERNIERE MEBANE JR |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMA - UNIFIED SER TR BONDS | $77,007 | $76,339 |
| VALUED ADIVSORS TR A OK BONDS | $62,457 | $59,845 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 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 |
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 | $52,707 | BookValueAmt |
| EOYFMV | $300,082 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CSV LIFE INSURANCE | Desc |
| BOY Book Value | $171,433 | BOYBookValueAmt |
| EOY Book Value | $171,032 | EOYBookValueAmt |
| EOYFMV | $171,032 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DECREASE IN CSV LIFE INSURANCE | $401 |
| FEDERAL INCOME TAXES | $1,758 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| BANK CHARGES | $28 | $28 |
| OTHER | $1,991 | $1,991 |
| OFFICE SUPPLIES | $240 | $240 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC INCOME | Desc |
| Revenue And Expenses Per Books | $3,520 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| TRUSTEE FEES | $5,000 | $5,000 |
| INVESTMENT MANAGEMENT FEES | $13,336 | $13,336 |
| APPRAISAL FEE | $15,336 | $15,336 |