LOGAN HEALTHCARE FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- LOGAN HEALTHCARE FOUNDATION INC (EIN 20-1337361)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-09-10
- IRS object ID
- 201202549349100200
- Schema version
- 2011v1.2
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-09-10T07:22:46-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 550486667 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Arnett & Foster PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O Box 2629 | AddressLine1 |
| City | Charleston | City |
| State | WV | State |
| ZIP Code | 25329 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201337361 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Logan Healthcare Foundation Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LOGA | NameControl |
| Phone | 3047527244 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1725 | AddressLine1 |
| City | Logan | City |
| State | WV | State |
| ZIP Code | 25601 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | John Earles | Name |
| Title | Vice President | Title |
| Phone | 3047527244 | Phone |
| Date Signed | 2012-08-27 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Harry C Harless | Name |
| PTIN | P01042847 | PTIN |
| Phone | 3043460441 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 11280938 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 247500 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 4598 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 4598 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 220325 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 220325 | DividendsNetInvstIncm |
| Gross Rents Rev And Expnss | 13617 | GrossRentsRevAndExpnss |
| Gross Rents Net Invst Incm | 13617 | GrossRentsNetInvstIncm |
| Net Rental Income Or Loss | 13617 | NetRentalIncomeOrLoss |
| Net Gain Sale Assets Rev And Expnss | -122008 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 4924386 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 39 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 39 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 364071 | TotalRevenueAndExpenses |
| Total Net Investment Income | 238579 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Oth Empl Slrs Wgs Rev And Expnss | 26715 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Net Invst Incm | 267 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 26448 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 5685 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 57 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 5628 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 13577 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 136 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 13441 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 40075 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 40075 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 7736 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 1910 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 1903 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 32 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 0 | DeprecAndDepletionNetInvstIncm |
| Occupancy Rev And Expnss | 5500 | OccupancyRevAndExpnss |
| Occupancy Net Invst Incm | 0 | OccupancyNetInvstIncm |
| Occupancy Dsbrs Chrtbl Prps | 5500 | OccupancyDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 210 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 210 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 19008 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 19008 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 118538 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 42445 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 72138 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 381180 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 381180 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 499718 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 42445 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 453318 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -135647 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 196134 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 54313 | CashBOY |
| Cash EOY | 40246 | CashEOY |
| Cash EOYFMV | 40246 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 3568480 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 2052936 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 2052936 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable | 1139 | AccountsReceivable |
| Accounts Receivable BOY | 2200 | AccountsReceivableBOY |
| Accounts Receivable EOY | 1139 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 1139 | AccountsReceivableEOYFMV |
| Prepaid Expenses BOY | 6998 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 8021 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 8021 | PrepaidExpensesEOYFMV |
| Investments Corp Stock BOY | 6648442 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 7833659 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 7833659 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 555966 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 638477 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 638477 | InvestmentsCorpBondsEOYFMV |
| Land Building And Equipment Basis | 704911 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 32 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 704277 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 704879 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 704879 | LandBuildingAndEquipmentEOYFMV |
| Other Assets BOY | 1453 | OtherAssetsBOY |
| Other Assets EOY | 1581 | OtherAssetsEOY |
| Other Assets EOYFMV | 1581 | OtherAssetsEOYFMV |
| Total Assets BOY | 11542129 | TotalAssetsBOY |
| Total Assets EOY | 11280938 | TotalAssetsEOY |
| Total Assets EOYFMV | 11280938 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 2591 | AccountsPayableBOY |
| Accounts Payable EOY | 2547 | AccountsPayableEOY |
| Other Liabilities BOY | 210921 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 211077 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 213512 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 213624 | 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 | 11328617 | RetainedEarningsBOY |
| Retained Earnings EOY | 11067314 | RetainedEarningsEOY |
| Total Net Assets BOY | 11328617 | TotalNetAssetsBOY |
| Total Net Assets EOY | 11067314 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 11542129 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 11280938 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 11328617 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -135647 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 11192970 | Subtotal |
| Other Decreases | 125656 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 11067314 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| Publicly traded securities - held short term | P | 696952 | 715651 | -18699 | -18699 |
| Publicly traded securities - held long term | P | 4227434 | 4330743 | -103309 | -103309 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -122008 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 574315 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 10713029 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.053609 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 578744 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 10452621 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.055368 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 464109 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 11019635 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.042117 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 435893 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 10939327 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.039846 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 224451 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 10673317 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.021029 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.211969 | TotalDistributionRatio |
| Average Distribution Ratio | 0.042394 | AverageDistributionRatio |
| Net Noncharitable Assets | 10712753 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 454156 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1961 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 456117 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 453318 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 3923 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 3923 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 3923 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 39 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 5000 | TaxPaidWithExtension |
| Total Credits And Payments | 5039 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 93 | PenaltyForUnderpayment |
| Overpayment | 1023 | Overpayment |
| Amount Credited To Next Year | 1023 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
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 | 1 | 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 | John N Christodoulou | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 3047527244 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1725 | AddressLine1 |
| City | Logan | City |
| State | WV | State |
| ZIP Code | 25601 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| Roger McGrew | ||||||||
| PO Box 1725 | Logan | WV | 25601 | Chairman & President | 0.50 | 0 | 0 | 0 |
| John Earles | ||||||||
| PO Box 1725 | Logan | WV | 25601 | Vice Chairman, VP & Treasurer | 0.50 | 0 | 0 | 0 |
| Judith McCormick | ||||||||
| PO Box 1725 | Logan | WV | 25601 | Secretary | 0.50 | 0 | 0 | 0 |
| Charles Justice | ||||||||
| PO Box 1725 | Logan | WV | 25601 | Assistant Secretary | 0.50 | 0 | 0 | 0 |
| Ed Napier | ||||||||
| PO Box 1725 | Logan | WV | 25601 | Director | 0.50 | 0 | 0 | 0 |
| Anita Amburgey | ||||||||
| PO Box 1725 | Logan | WV | 25601 | Director | 0.50 | 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 | 10833938 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 41953 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 10875891 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 10875891 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 163138 | CashDeemedCharitable |
| Net Noncharitable Assets | 10712753 | NetNoncharitableAssets |
| Minimum Investment Return | 535638 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 535638 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 3923 | TaxBasedOnInvestmentIncome |
| Total Tax | 3923 | TotalTax |
| Distributable Amount Before Adj | 531715 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 531715 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 531715 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 453318 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 453318 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 453318 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 531715 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 361893 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 453318 | QualifyingDistributions |
| Applied To Year1 | 361893 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 91425 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | 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 | 440290 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | President of the Board of Directors | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1725 | AddressLine1 |
| City | Logan | City |
| State | WV | State |
| ZIP Code | 25601 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 3047527244 | RecipientPhoneNumber |
| Form And Info And Materials | Application information is available on the Foundation's website www.loganhealthcare.com. | FormAndInfoAndMaterials |
| Submission Deadlines | No later than October 2 of the current year for calendar year funding. | SubmissionDeadlines |
| Restrictions On Awards | Restricted to the geographic service area formerly served by the Logan General Hospital and the residents of Logan, Boone, Lincoln, Mingo, and Wyoming counties in southern West Virginia. Additional information on restrictions is available on the Foundation's website www.loganhealthcare.com. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (9 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| Christian Help Inc | |||||||
| PO Box 1257 | Kermit | WV | 25674 | N/A | Other public charity | To support a rural health transport program for people in Mingo County | $72,370 |
| Kanawha Valley Fellowship Home | |||||||
| 1121 Virginia St East | Charleston | WV | 25301 | N/A | Other public charity | Operating funds for the home for recovering alcoholics | $12,500 |
| Logan County Child Advocacy Center | |||||||
| PO Box 308 | Logan | WV | 25601 | N/A | Other public charity | Salary for the director and some admin items and to allow for expansion of services to Mingo County | $26,303 |
| Rural Health Access Corp | |||||||
| 229 Stratton St Room 310 | Logan | WV | 25601 | N/A | Other public charity | Start up costs for a new rural clinical & teaching facility in the Chapmanville area | $72,370 |
| The Goshen Project Inc | |||||||
| 52 1/2 Water St | Logan | WV | 25601 | N/A | Other public charity | To feed school children during the weekends | $67,251 |
| The Stop Coalition | |||||||
| PO Box 1385 | Gilbert | WV | 25621 | N/A | Other public charity | Obtain funding for operation of a building that will be home for women who are recovering alcoholics and drug addicts | $41,326 |
| Tug Valley Recovery Shelter | |||||||
| PO Box 677 | Williamson | WV | 25661 | N/A | Other public charity | Funding of a full time advocate for the Logan County outreach office | $34,694 |
| WV Health Right Inc | |||||||
| 1520 Washington St | Charleston | WV | 25311 | N/A | Other public charity | Purchase of a digital phoropter and related equipment for the eye clinic | $21,121 |
| Pieces and Early Intervention Prog | |||||||
| 420 Main St | Logan | WV | 25601 | N/A | Other public charity | A grant requesting funding to staff the Pieces organization | $33,245 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 381180 | 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 | $4,598 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $220,325 | ExclusionAmount |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 16 | ExclusionCode |
| Exclusion | $13,617 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 01 | ExclusionCode |
| Exclusion | $39 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | -$122,008 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $116,571 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 116571 | 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 | 1 | RelationshipsNoncharitableEOs |
Relationship Schedule RelationshipSchedule
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Logan Healthcare Real Estate Foundation Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Organization | 501(c)(2) | TypeOfOrganization |
| Description Of Relationship | Logan Healthcare Real Estate Foundation was formed to hold title to property, collect income from the property and such income, less expenses, shall be remitted to Logan Healthcare Foundation, Inc. | DescriptionOfRelationship |
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 | Logan Medical Foundation | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1725 | AddressLine1 |
| City | Logan | City |
| State | WV | State |
| ZIP Code | 25601 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 247500 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting fees | Category |
| Amount | $13,577 | Amount |
| Net Investment Income | 136 | NetInvestmentIncome |
| Disbursements Charitable Prps | 13441 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | Bond mutual funds | NameOfBond |
| EOY Book Value | 638477 | EOYBookValue |
| EOYFMV | 638477 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | Equity mutual funds | NameOfStock |
| EOY Book Value | 7833659 | EOYBookValue |
| EOYFMV | 7833659 | EOYFMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal fees | Category |
| Amount | $5,685 | Amount |
| Net Investment Income | 57 | NetInvestmentIncome |
| Disbursements Charitable Prps | 5628 | DisbursementsCharitablePrps |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Due from Logan Health Care Real Estate Foundation | Description |
| BOY Book Value | 1453 | BOYBookValue |
| EOY Book Value | 1581 | EOYBookValue |
| EOYFMV | 1581 | EOYFMV |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Unrealized loss on investments | Description |
| Amount | $125,656 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (8 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| Insurance | 14807 | 0 | 14807 |
| Telephone | 1239 | 0 | 1239 |
| Supplies | 389 | 0 | 389 |
| Dues & Subscriptions | 1630 | 0 | 1630 |
| Miscellaneous | 47 | 0 | 47 |
| Bank fees | 42 | 0 | 42 |
| Office expense | 750 | 0 | 750 |
| Penalties | 104 | 0 | 104 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Other income | Description |
| Revenue And Expenses Per Books | 39 | RevenueAndExpensesPerBooks |
| Net Investment Income | 39 | NetInvestmentIncome |
| Adjusted Net Income | 39 | AdjustedNetIncome |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue |
|---|---|---|
| Due to Logan Medical Foundation | 207036 | 206077 |
| Federal Income Tax | 3885 | 5000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment advisor fees | Category |
| Amount | $40,075 | Amount |
| Net Investment Income | 40075 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (4 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| Payroll taxes | $1,897 | 19 | 1878 |
| Real estate taxes | $1,891 | 1891 | 0 |
| Federal income taxes | $3,923 | 0 | 0 |
| Licenses | $25 | 0 | 25 |