HADDAD FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- HADDAD FOUNDATION INC (EIN 81-0604103)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-14
- IRS object ID
- 201311349349100941
- Schema version
- 2012v2.1
- Note
- A later return for the same period supersedes this one.
- 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) |
|---|---|---|
| Timestamp | 2013-05-14T11:04:46-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 550596200 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HERMAN & CORMANY CPAS AC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1031 QUARRIER ST SUITE 511 | AddressLine1 |
| City | CHARLESTON | City |
| State | WV | State |
| ZIP Code | 253012397 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810604103 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HADDAD FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HADD | NameControl |
| Phone | 3043452320 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1031 QUARRIER ST NO 511 | AddressLine1 |
| City | CHARLETON | City |
| State | WV | State |
| ZIP Code | 25301 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KAREN WHITE HADDAD | Name |
| Title | PRESIDENT | Title |
| Phone | 3043452320 | Phone |
| Date Signed | 2013-05-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICHARD S WILLIAMS CPA | Name |
| PTIN | P00617377 | PTIN |
| Phone | 3043452320 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 620885 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 1265 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 1265 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 19085 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 19085 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 4557 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 43572 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 4557 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 24907 | TotalRevenueAndExpenses |
| Total Net Investment Income | 24907 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 0 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 0 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 2225 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 2250 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 4401 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 4401 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Adj Net Incm | 0 | OtherProfFeesAdjNetIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 593 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 593 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 0 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 90 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 90 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 0 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 7309 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 7334 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 37500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 37500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 44809 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 7334 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 37500 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -19902 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 17573 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 46025 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 9431 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 9431 | SavingsAndTempCashInvstEOYFMV |
| Prepaid Expenses BOY | 63 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 63 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 63 | PrepaidExpensesEOYFMV |
| Investments Corp Stock BOY | 515200 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 531892 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 611391 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 561288 | TotalAssetsBOY |
| Total Assets EOY | 541386 | TotalAssetsEOY |
| Total Assets EOYFMV | 620885 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 561288 | RetainedEarningsBOY |
| Retained Earnings EOY | 541386 | RetainedEarningsEOY |
| Total Net Assets BOY | 561288 | TotalNetAssetsBOY |
| Total Net Assets EOY | 541386 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 561288 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 541386 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 561288 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -19902 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 541386 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 541386 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| ULTA ST S&P 500 | P | 2012-02-06 | 2012-03-14 | 15290 | 16834 | -1544 | -1544 |
| HOME DEPOT | P | 2004-10-04 | 2012-08-27 | 11338 | 7966 | 3372 | 3372 |
| ISHS GS CORP BD | P | 2008-10-14 | 2012-08-08 | 11960 | 8604 | 3356 | 3356 |
| MV GOLD MINERS | P | 2010-09-22 | 2012-03-16 | 4984 | 5611 | -627 | -627 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 4557 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | -1544 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 18800 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 5893987 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.003190 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 170080 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 598985 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.283947 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 119630 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 674035 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.177483 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 340125 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1039551 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.327185 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 286064 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1300337 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.219992 | DistributionRatioYear5 |
| Total Distribution Ratio | 1.011797 | TotalDistributionRatio |
| Average Distribution Ratio | 0.202359 | AverageDistributionRatio |
| Net Noncharitable Assets | 599662 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 121347 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 176 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 121523 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 37500 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 351 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 351 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 351 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 63 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 63 | TotalCreditsAndPayments |
| Tax Due | 288 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 0 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | WV | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | RICHARD S WILLIAMS CPA | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 3043452320 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1031 QUARRIER ST STE 511 | AddressLine1 |
| City | CHARLESTON | City |
| State | WV | State |
| ZIP Code | 25301 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| KAREN WHITE HADDAD | ||||||||
| 1031 QUARRIER ST STE 511 | CHARLESTON | WV | 25301 | PRESIDENT | 1.00 | 0 | 0 | 0 |
| DEBORAH S HADDAD | ||||||||
| 1031 QUARRIER ST STE 511 | CHARLESTON | WV | 25301 | SECRETARY | 0.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 582586 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 26208 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 608794 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 608794 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 9132 | CashDeemedCharitable |
| Net Noncharitable Assets | 599662 | NetNoncharitableAssets |
| Minimum Investment Return | 29983 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 29983 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 351 | TaxBasedOnInvestmentIncome |
| Total Tax | 351 | TotalTax |
| Distributable Amount Before Adj | 29632 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 29632 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 29632 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 37500 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 37500 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 37500 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 29632 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 221806 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 288641 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 119868 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 140309 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 40427 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 811051 | TotalExcessDistriCarryover |
| Qualifying Distributions | 37500 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 29632 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 7868 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 818919 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 221806 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 597113 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 288641 | ExcessFromYear4 |
| Excess From Year3 | 119868 | ExcessFromYear3 |
| Excess From Year2 | 140309 | ExcessFromYear2 |
| Excess From Year1 | 40427 | ExcessFromYear1 |
| Excess From Current Year | 7868 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | KAREN WHITE HADDAD | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1031 QUARRIER ST STE 511 | AddressLine1 |
| City | CHARLESTON | City |
| State | WV | State |
| ZIP Code | 25301 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 3043452320 | RecipientPhoneNumber |
| Form And Info And Materials | ALL APPLICATIONS SHOULD BE IN WRITING | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | PRIMARILY KANAWHA AND BOONE COUNTIES IN WV | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (5 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| OUR LADY OF BELLEFONT HOSP FOUNDATION | |||||||
| ST CHRISTOPHER DR | ASHLAND | KY | 41101 | NONE | FUND RAISING | MEDICAL EQUIPMENT | $10,000 |
| WVU FOUNDATION | |||||||
| MORGANTOWN | MORGANTOWN | WV | 25301 | NONE | FUND RAISING | CANCER RESEARCH | $5,000 |
| CHARLESTON CATHOLIC PROJECT HOPE | |||||||
| 1033 VIRGINIA ST E | CHARLESTON | WV | 25301 | NONE | ANNUAL FUND RAISING | CLAY COUNTY OUTREACH | $2,500 |
| FESTIVALL | |||||||
| CITY OF CHAS | CHARLESTON | WV | 25301 | NONE | ANNUAL FUND RAISING | OPERATING COSTS | $10,000 |
| CAMC FOUNDATION | |||||||
| 3412 STAUNTON AVE | CHARLESTON | WV | 25304 | NONE | FUND RAISING | CANCER CENTER | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 37500 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1,265 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $19,085 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $4,557 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $24,907 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 24907 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount | $2,225 | Amount |
| Net Investment Income | 2250 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | NTV INVESTMENTS | NameOfStock |
| EOY Book Value | 531892 | EOYBookValue |
| EOYFMV | 611391 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INV EXPS | Description |
| Revenue And Expenses Per Books | 90 | RevenueAndExpensesPerBooks |
| Net Investment Income | 90 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount | $4,401 | Amount |
| Net Investment Income | 4401 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID | Category |
| Amount | $593 | Amount |
| Net Investment Income | 593 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |