MCGEE FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- MCGEE FOUNDATION (EIN 55-0720406)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-15
- IRS object ID
- 201313199349100821
- Schema version
- 2012v2.3
- 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
- Schedule B
- Accounting Fees Schedule
- Compensation Explanation
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-15T13:24:05-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GIBBONS & KAWASH AC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 550720406 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MCGEE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MCGE | NameControl |
| Phone | 3043458400 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN F MCGEE | Name |
| Title | PRESIDENT | Title |
| Phone | 3043458400 | Phone |
| Date Signed | 2013-11-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEPHEN E KAWASH | Name |
| Phone | 3043458400 | Phone |
| Date Prepared | 2013-11-15 | DatePrepared |
| 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) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1803526 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 828240 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 36 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 36 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 174133 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 174133 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -872 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 21500 | GrossSalesPrice |
| Total Revenue And Expenses | 1001537 | TotalRevenueAndExpenses |
| Total Net Investment Income | 174169 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 41605 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 20803 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 20802 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 27400 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 27400 | OtherProfFeesNetInvstIncm |
| Trav Conf Meeting Rev And Expnss | 27525 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 27525 | TravConfMeetingNetInvstIncm |
| Other Expenses Rev And Expnss | 16087 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 16087 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 112617 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 91815 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 20802 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 10000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 10000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 122617 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 91815 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 30802 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 878920 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 82354 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 17266 | CashBOY |
| Cash EOY | 40043 | CashEOY |
| Cash EOYFMV | 40043 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 25788 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 148060 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 148060 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock EOY | 828240 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 985600 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 106718 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 88237 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 85060 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 225856 | InvestmentsOtherBOY |
| Investments Other EOY | 149968 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 373330 | InvestmentsOtherEOYFMV |
| Other Assets BOY | 171794 | OtherAssetsBOY |
| Other Assets EOY | 171433 | OtherAssetsEOY |
| Other Assets EOYFMV | 171433 | OtherAssetsEOYFMV |
| Total Assets BOY | 547422 | TotalAssetsBOY |
| Total Assets EOY | 1425981 | TotalAssetsEOY |
| Total Assets EOYFMV | 1803526 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 547422 | RetainedEarningsBOY |
| Retained Earnings EOY | 1425981 | RetainedEarningsEOY |
| Total Net Assets BOY | 547422 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1425981 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 547422 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1425981 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 547422 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 878920 | ExcessOfRevenueOverExpenses |
| Subtotal | 1426342 | Subtotal |
| Other Decreases | 361 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1425981 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 229865 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 607769 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.378211 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 132611 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 734208 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.180618 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 548580 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 919511 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.596600 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 675003 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1903628 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.354588 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 32254 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 2573930 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.012531 | DistributionRatioYear5 |
| Total Distribution Ratio | 1.522548 | TotalDistributionRatio |
| Average Distribution Ratio | 0.304510 | AverageDistributionRatio |
| Net Noncharitable Assets | 1389543 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 423130 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 824 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 423954 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 30802 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1647 | InvestmentIncomeExciseTax |
| Subtotal | 1647 | Subtotal |
| Tax Based On Investment Income | 1647 | TaxBasedOnInvestmentIncome |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 36 | PenaltyForUnderpayment |
| Tax Due | 1683 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | WV | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | STEPHEN E KAWASH | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 3043458400 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (6 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 | 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 | ||||||||||
| 707 VIRGINIA ST E STE 300 | CHARLESTON | WV | 25301 | 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 | ||||||||||
| 707 VIRGINIA ST E STE 300 | CHARLESTON | WV | 25301 | 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 Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | WHIFFENPOOFS OF YALE - FREE CONCERT | Description1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1372971 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 37733 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1410704 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 1410704 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 21161 | CashDeemedCharitable |
| Net Noncharitable Assets | 1389543 | NetNoncharitableAssets |
| Minimum Investment Return | 69477 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 69477 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1647 | TaxBasedOnInvestmentIncome |
| Total Tax | 1647 | TotalTax |
| Distributable Amount Before Adj | 67830 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 67830 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 67830 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 30802 | ExpensesAndContributions |
| Qualifying Distributions | 30802 | QualifyingDistributions |
| Adj Qualifying Distributions | 30802 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 67830 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year4 | 79822 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 502604 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 595901 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 199477 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 1377804 | TotalExcessDistriCarryover |
| Qualifying Distributions | 30802 | QualifyingDistributions |
| Applied To Current Year | 30802 | AppliedToCurrentYear |
| Excess Distri Cyov App CY Corpus | 37028 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 37028 | ExcessDistriCyovAppliedCY |
| Total Corpus | 1340776 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 1340776 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 42794 | ExcessFromYear4 |
| Excess From Year3 | 502604 | ExcessFromYear3 |
| Excess From Year2 | 595901 | ExcessFromYear2 |
| Excess From Year1 | 199477 | ExcessFromYear1 |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WHIFFENPOOFS OF YALE | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 202059 | AddressLine1 |
| City | NEW HAVEN | City |
| State | CT | State |
| ZIP Code | 06520 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Purpose Of Grant Or Contribution | FREE CONCERT | PurposeOfGrantOrContribution |
| Amount | $10,000 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 10000 | TotGrantOrContriPaidDuringYear |
Grant Or Contri Approved For Future GrantOrContriApprovedForFuture (5 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | Province Or StateRecipientForeignAddress/ProvinceOrState | CountryRecipientForeignAddress/Country | Postal CodeRecipientForeignAddress/PostalCode |
|---|---|---|---|---|---|---|---|---|---|---|
| NATIONAL YOUTH SCIENCE FOUNDATION | ||||||||||
| PO BOX 3387 | CHARLESTON | WV | 25333 | GENERAL OPERATIONS | $5,000 | |||||
| WVU SCULPTURE MUSEUM | ||||||||||
| PO BOX 6201 | MORGANTOWN | WV | 26506 | NEW CONSTRUCTION | $379,897 | |||||
| CAMC CANCER CENTER | ||||||||||
| 3412 STAUNTON AVENUE | CHARLESTON | WV | 25304 | GENERAL OPERATIONS | $50,000 | |||||
| ROTARY INTERNATIONAL'S WATER PROJEC | ||||||||||
| PO BOX 111 | CHARLESTON | WV | 25321 | GENERAL OPERATIONS | $3,000 | |||||
| FOREIGN CORRESPONDENTS CLUB OF THAI | ||||||||||
| GENERAL OPERATIONS | $10,000 | 6TH FLOOR MANEEYA CENTER | BANGKOK, THAILAND | THAILAND | TH | 10330 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Approved Future | 447897 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 36 | RelatedOrExemptFunctionIncome |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 174133 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | -872 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 173297 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 173297 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (4 entries)
| Line NumberLineNumber | Relationship StatementRelationshipStatement |
|---|---|
| 3 | FUNDS RECEIVED AND EARNINGS ON INVESTMENTS ARE USED TO |
| 4 | FUND SPONSORSHIP OF CONSTRUCTION OF A SCHOOL OF |
| 8 | PHARMACY, FURTHER INTERNATIONAL JOURNALISM, AND |
| 11B | SUPPORT THE LOCAL ARTS. |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | JOHN F MCGEE | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE UPPER MIDDLE ROAD | AddressLine1 |
| City | CHARLESTON | City |
| State | WV | State |
| ZIP Code | 25314 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 828240 | AggregateContributions |
| Noncash Contribution Type | X | NoncashContributionType |
Noncash Property NoncashProperty (2 entries)
| Contributor Number From Part IContributorNumberFromPartI | Noncash Property DescriptionNoncashPropertyDescription | Fair Market ValueFairMarketValue | Date ReceivedDateReceived |
|---|---|---|---|
| 1 | 560 SHS EVENING POST PUB CAP STK | 9856 | 2012-02-29 |
| 1 | 55,440 SHS EVENING POST PUB CDT | 975744 | 2012-02-29 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $41,605 | Amount |
| Net Investment Income | 20803 | NetInvestmentIncome |
| Disbursements Charitable Prps | 20802 | DisbursementsCharitablePrps |
Compensation Explanation CompensationExplanation
Compensation Compensation (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 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset (3 entries)
| NameName | Date AcquiredDateAcquired | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | BasisBasis | Total NetTotalNet |
|---|---|---|---|---|---|---|
| UNIFIED SER TR IRON STRAT INC | 2011-06 | PURCHASE | 2012-05 | 464 | 488 | -24 |
| UNIFIED SER TR IRON STRAT INC | 2010-09 | PURCHASE | 2012-03 | 20000 | 20794 | -794 |
| UNIFIED SER TR IRON STRAT INC | 2010-09 | PURCHASE | 2012-05 | 1036 | 1090 | -54 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | AMA - UNIFIED SER TR BONDS | NameOfBond |
| EOY Book Value | 88237 | EOYBookValue |
| EOYFMV | 85060 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| EVENING POST PUBLISHING CO CAP STK | 8282 | 9856 |
| EVENING POST PUBG CO CDT-CL B | 819958 | 975744 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENT IN PARTNERSHIPS | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 149968 | BookValue |
| EOYFMV | 373330 | EOYFMV |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CSV LIFE INSURANCE | Description |
| BOY Book Value | 171794 | BOYBookValue |
| EOY Book Value | 171433 | EOYBookValue |
| EOYFMV | 171433 | EOYFMV |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DECREASE IN CSV LIFE INSURANCE | Description |
| Amount | $361 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| EXPENSES | ||
| BANK CHARGES | 52 | 52 |
| OTHER | 15915 | 15915 |
| OFFICE SUPPLIES | 120 | 120 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| TRUSTEE FEES | $5,000 | 5000 |
| INVESTMENT MANAGEMENT FEES | $9,443 | 9443 |
| APPRAISAL FEE | $12,957 | 12957 |