HADDAD FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- HADDAD FOUNDATION INC (EIN 81-0604103)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-02-26
- IRS object ID
- 201410579349100101
- Schema version
- 2013v3.0
- 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
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-02-26T09:20:17-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 550596200 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HERMAN & CORMANY CPAS AC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 CAPITOL STREET STE 600 | AddressLine1 |
| City | CHARLESTON | City |
| State | WV | State |
| ZIP Code | 25301 | 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 | 810604103 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HADDAD FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HADD | BusinessNameControlTxt |
| Phone | 3043452320 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 CAPITOL STREET SUITE 600 | AddressLine1 |
| City | CHARLESTON | City |
| State | WV | State |
| ZIP Code | 25301 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN WHITE HADDAD | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3043452320 | PhoneNum |
| Signature | 2014-02-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD S WILLIAMS CPA | PreparerPersonNm |
| PTIN | P00617377 | PTIN |
| Phone | 3043452320 | PhoneNum |
| 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $655,967 | 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 | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $19,582 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $19,582 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $16,170 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $149,932 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $16,170 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $35,754 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $35,754 | 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 |
| Accounting Fees Rev And Expnss | $1,625 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,625 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,793 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,793 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $756 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $468 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $78 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $78 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,252 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,964 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $55,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $55,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $62,452 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,964 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $55,200 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$26,698 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $28,790 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $9,431 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $40,402 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $40,402 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $63 | PrepaidExpensesBOYAmt |
| Corporate Stock BOY | $531,892 | CorporateStockBOYAmt |
| Corporate Stock EOY | $474,286 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $615,565 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $541,386 | TotalAssetsBOYAmt |
| Total Assets EOY | $514,688 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $655,967 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $541,386 | RetainedEarningBOYAmt |
| Retained Earning EOY | $514,688 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $541,386 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $514,688 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $541,386 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $514,688 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $541,386 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$26,698 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $514,688 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $514,688 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| ISHS FIXED INC | 2012-08-08 | 2013-05-29 | $11,948 | $12,430 | -$482 | -$482 | |
| ABSOLUTE STRAT FD | 2010-04-19 | 2013-01-02 | $1,973 | $1,940 | $33 | $33 | P |
| BB&T | 2012-05-01 | 2013-12-10 | $10,572 | $12,526 | -$1,954 | -$1,954 | P |
| FIRST IND RLTY TR | 2006-10-05 | 2013-12-10 | $6,876 | $18,364 | -$11,488 | -$11,488 | P |
| HOME DEPOT | 2004-10-04 | 2013-05-08 | $14,973 | $7,966 | $7,007 | $7,007 | P |
| IBM | 2004-10-04 | 2013-08-07 | $18,798 | $8,755 | $10,043 | $10,043 | P |
| INTL BK REC FRN 2013 | 2004-09-14 | 2013-12-10 | $35,000 | $34,650 | $350 | $350 | P |
| ISHS S&P SM CAP | 2011-11-09 | 2013-12-19 | $21,340 | $13,348 | $7,992 | $7,992 | P |
| J & J | 2004-10-04 | 2013-05-15 | $8,935 | $5,733 | $3,202 | $3,202 | P |
| MICROSOFT | 2004-10-04 | 2013-09-05 | $4,668 | $4,239 | $429 | $429 | P |
| BOEING | 2011-01-06 | 2013-01-17 | $14,849 | $13,811 | $1,038 | $1,038 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $16,170 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $37,500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $599,662 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.062535 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $18,800 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,893,987 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.003190 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $170,080 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $598,985 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.283947 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $119,630 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $674,035 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.177483 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $340,125 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,039,551 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.327185 | DistributionYr5Rt |
| Total Distribution | 0.854340 | TotalDistributionRt |
| Average Distribution | 0.170868 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $645,555 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $110,305 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $288 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $110,593 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $55,200 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $576 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $576 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $576 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $7 | EsPenaltyAmt |
| Tax Due | $583 | TaxDueAmt |
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 | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | RICHARD S WILLIAMS CPA | IndividualWithBooksNm |
| Phone | 3043452320 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 CAPITOL ST STE 600 | AddressLine1 |
| City | CHARLESTON | City |
| State | WV | State |
| ZIP Code | 25301 | ZIPCode |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| KAREN WHITE HADDAD | ||||||||
| 8 CAPITOL ST STE 600 | CHARLESTON | WV | 25301 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| DEBORAH S HADDAD | ||||||||
| 8 CAPITOL ST STE 600 | CHARLESTON | WV | 25301 | SECRETARY | 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 |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $624,220 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $31,166 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $655,386 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $655,386 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,831 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $645,555 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $32,278 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $32,278 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $576 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $576 | TotalTaxAmt |
| Distributable Before Adj | $31,702 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $31,702 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $31,702 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $55,200 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $55,200 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $55,200 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $31,702 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $288,641 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $119,868 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $140,309 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $40,427 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $7,868 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $597,113 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $55,200 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $31,702 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $23,498 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $620,611 | 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 | $288,641 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $331,970 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $119,868 | ExcessFromYear4Amt |
| Excess From Year3 | $140,309 | ExcessFromYear3Amt |
| Excess From Year2 | $40,427 | ExcessFromYear2Amt |
| Excess From Year1 | $7,868 | ExcessFromYear1Amt |
| Excess From Current Year | $23,498 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KAREN WHITE HADDAD | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 CAPITOL STREET STE 600 | AddressLine1 |
| City | CHARLESTON | City |
| State | WV | State |
| ZIP Code | 25301 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3043452320 | RecipientPhoneNum |
| Form And Info And Materials | ALL APPLICATIONS SHOULD BE IN WRITING | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | PRIMARILY KANAWHA AND BOONE COUNTIES IN WV | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CAMC FOUNDATION | |||||||
| 3412 STAUNTON AVE | CHARLESTON | WV | 25304 | NONE | FUND RAISING | CANCER CENTER | $10,000 |
| GREENVILLE HUMANE SOCIETY | |||||||
| 305 AIRPORT RD | GREENVILLE | SC | 29607 | NONE | ANNUAL FUND RAISING | ANIMAL HUMANE SOCIETY | $10,000 |
| FESTIVALL | |||||||
| CITY OF CHAS | CHARLESTON | WV | 25301 | NONE | ANNUAL FUND RAISING | MULTICULTURAL PROMOTIONOPERATING COSTS | $10,000 |
| CHARLESTON URBAN RENEWAL AUTHORITY | |||||||
| 815 QUARRIER ST | CHARLESTON | WV | 25301 | NONE | FUND RAISING | CONSTRUCTION OF EAST END PARK | $25,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $55,200 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,582 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,170 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $35,754 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $35,754 | 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) |
|---|---|---|
| Amt | $1,625 | Amt |
| Net Investment Income | $1,625 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | NTV INVESTMENTS | StockNm |
| EOY Book Value | $474,286 | EOYBookValueAmt |
| EOYFMV | $615,565 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INV EXPS | Desc |
| Revenue And Expenses Per Books | $78 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $78 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $4,793 | Amt |
| Net Investment Income | $4,793 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID | $468 | $468 | $0 |
| FIT | $288 | $0 | $0 |