MCGEE FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- MCGEE FOUNDATION (EIN 55-0720406)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-15
- IRS object ID
- 201133199349101433
- Schema version
- 2010v3.4
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Compensation Explanation
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-15T13:34:30-06:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | 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 | 2010-01-01 | 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 | 2011-11-15 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEPHEN E KAWASH | Name |
| Phone | 3043458400 | Phone |
| Date Prepared | 2011-11-15 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 962997 | 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 | 1138 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 1138 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 2237 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 2237 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 2784 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 2784 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 2555 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 2636 | OtherIncomeRevAndExpnss |
| Total Revenue And Expenses | 8795 | TotalRevenueAndExpenses |
| Total Net Investment Income | 5930 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 5000 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 5000 | CompOfcrDirTrstNetInvstIncm |
| Legal Fees Rev And Expnss | 1958 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 1958 | LegalFeesNetInvstIncm |
| Accounting Fees Rev And Expnss | 25345 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 12673 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 12672 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 5297 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 5297 | OtherProfFeesNetInvstIncm |
| Other Expenses Rev And Expnss | 165 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 165 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 37765 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 25093 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 12672 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 119939 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 119939 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 157704 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 25093 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 132611 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -148909 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 0 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 175043 | CashBOY |
| Cash EOY | 37093 | CashEOY |
| Cash EOYFMV | 37093 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 7835 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 322 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 322 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Bonds BOY | 6 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 170428 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 168118 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 547568 | InvestmentsOtherBOY |
| Investments Other EOY | 385290 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 556890 | InvestmentsOtherEOYFMV |
| Other Assets BOY | 198233 | OtherAssetsBOY |
| Other Assets EOY | 188984 | OtherAssetsEOY |
| Other Assets EOYFMV | 200574 | OtherAssetsEOYFMV |
| Total Assets BOY | 928685 | TotalAssetsBOY |
| Total Assets EOY | 782117 | TotalAssetsEOY |
| Total Assets EOYFMV | 962997 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 928685 | RetainedEarningsBOY |
| Retained Earnings EOY | 782117 | RetainedEarningsEOY |
| Total Net Assets BOY | 928685 | TotalNetAssetsBOY |
| Total Net Assets EOY | 782117 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 928685 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 782117 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 928685 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -148909 | ExcessOfRevenueOverExpenses |
| Other Increases | 2341 | OtherIncreases |
| Subtotal | 782117 | Subtotal |
| Total Net Assets Fund Balances EOY | 782117 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 2555 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 548580 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 919511 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.596600 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 675003 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1903628 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.354588 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 32254 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 2573930 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.012531 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 928319 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 2685912 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.345625 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 854266 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 3430285 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.249036 | DistributionRatioYear5 |
| Total Distribution Ratio | 1.558380 | TotalDistributionRatio |
| Average Distribution Ratio | 0.311676 | AverageDistributionRatio |
| Net Noncharitable Assets | 734208 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 228835 | AdjustedNoncharitableAssets |
| Adj Nonchrtbl Assets And One | 228835 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 132611 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 0 | InvestmentIncomeExciseTax |
| Amount Credited To Next Year | 0 | AmountCreditedToNextYear |
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 |
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 |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 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 |
|---|---|---|---|---|---|---|---|---|---|
| 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 | 5000 | 0 | 0 | |
| 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 | FIRST PRESBYTERIAN CHURCH - DONATION FOR CAPITAL EXPENDITURES | 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 | 694543 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 50846 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 745389 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 745389 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 11181 | CashDeemedCharitable |
| Net Noncharitable Assets | 734208 | NetNoncharitableAssets |
| Minimum Investment Return | 36710 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 36710 | MinimumInvestmentReturn |
| Distributable Amount Before Adj | 36710 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 36710 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 36710 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 132611 | ExpensesAndContributions |
| Qualifying Distributions | 132611 | QualifyingDistributions |
| Adj Qualifying Distributions | 132611 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 36710 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 593314 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 794733 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year2 | 579822 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 502604 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 2470473 | TotalExcessDistriCarryover |
| Qualifying Distributions | 132611 | QualifyingDistributions |
| Applied To Current Year | 36710 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 95901 | RemainingDistriFromCorpus |
| Total Corpus | 2566374 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 593314 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 1973060 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 794733 | ExcessFromYear4 |
| Excess From Year2 | 579822 | ExcessFromYear2 |
| Excess From Year1 | 502604 | ExcessFromYear1 |
| Excess From Current Year | 95901 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (2 entries)
| Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | CountryRecipientForeignAddress/Country | Postal CodeRecipientForeignAddress/PostalCode | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode |
|---|---|---|---|---|---|---|---|---|---|
| INDOCHINA MEDIA MEMORIAL | |||||||||
| 6TH FLOOR MANEEYA CENTER | BANGKOK, THAILAND | TH | 10330 | GENERAL OPERATIONS | $5,000 | ||||
| FIRST PRESBYTERIAN CHURCH | |||||||||
| BUILDING FUND | $114,939 | 16 LEON SULLIVAN WAY | CHARLESTON | WV | 25301 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 119939 | TotGrantOrContriPaidDuringYear |
Grant Or Contri Approved For Future GrantOrContriApprovedForFuture (2 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|
| WV SCULPTURE MUSEUM | |||||
| PO BOX 6201 | MORGANTOWN | WV | 26506 | NEW CONSTRUCTION | $600,000 |
| SPRING HILL CEMETERY | |||||
| 1555 FARNSWORTH DRIVE | CHARLESTON | WV | 25301 | GENERAL OPERATIONS | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Approved Future | 602000 | 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 | 1138 | RelatedOrExemptFunctionIncome |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 2237 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 2784 | RelatedOrExemptFunctionIncome |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Related Or Exempt Function Income | 2636 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 8795 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 8795 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $25,345 | Amount |
| Net Investment Income | 12673 | NetInvestmentIncome |
| Disbursements Charitable Prps | 12672 | DisbursementsCharitablePrps |
Compensation Explanation CompensationExplanation
Compensation Compensation (5 entries)
| Business Name Line2BusinessName/BusinessNameLine2 |
|---|
| JOHN F MCGEE |
| RUTH B MCGEE |
| J MICHAEL HINES |
| STEPHEN E KAWASH |
| GIBBONS KAWASH |
| JOHN KUYKENDALL |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GENSPRING | Name |
| How Acquired | PURCHASE | HowAcquired |
| Gross Sales Price | 229 | GrossSalesPrice |
| Total Net | 229 | TotalNet |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (2 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| AMA - VANGUARD BONDS | 80964 | 79035 |
| AMA - UNIFIED SER TR BONDS | 89464 | 89083 |
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 | 385290 | BookValue |
| EOYFMV | 556890 | EOYFMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $1,958 | Amount |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets (2 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| CSV LIFE INSURANCE | 168233 | 170574 | 170574 |
| ADVANCE TO JOHN MCGEE | 30000 | 18410 | 30000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| EXPENSES | ||
| BANK CHARGES | 50 | 50 |
| OFFICE SUPPLIES | 115 | 115 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Revenue And Expenses Per Books | 2636 | RevenueAndExpensesPerBooks |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INCREASE IN CSV LIFE INSURANCE | Description |
| Amount | $2,341 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| INVESTMENT MANAGEMENT FEES | $4,405 | 4405 |
| INVESTMENT EXPENSES - PORTFOLIO | $892 | 892 |