Robert W Mccormick Trust Fbo Jefferson Memorial Hospital, Byrer F Samuel Co Ttee in Charles Town, West Virginia (WV)

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Robert W Mccormick Trust Fbo Jefferson Memorial Hospital, Byrer F Samuel Co Ttee
Employer Identification Number (EIN)556124578
Name of OrganizationRobert W Mccormick Trust Fbo Jefferson Memorial Hospital
Secondary NameByrer F Samuel Co Ttee
In Care of NameBank Of Charles Town Co-Trustee
AddressPO BOX 40, Charles Town, WV 25414-0040
ActivitiesGifts, grants, or loans to other organizations
SubsectionCharitable Organization
Ruling Date04/1996
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationTrust
Exempt Organization StatusUnconditional Exemption
Tax Period04/2014
Assets$1,000,000 to $4,999,999
Income$1,000,000 to $4,999,999
Filing Requirement990 - Not required to file (all other)
Asset Amount$2,578,837
Amount of Income$1,032,305
Form 990 Revenue Amount$103,493
National Taxonomy of Exempt Entities (NTEE)Philanthropy, Voluntarism and Grantmaking Foundations: Public Foundations


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Amount of income in 2014: $1,032,305 (it was $158,739 in 2013)
Robert W Mccormick Trust Fbo Jefferson Memorial Hospital, Byrer F Samuel Co Ttee: 

 $1,032,305
Other organizations performing similar types of work: 

 $193,711

Assets in 2014: $2,578,837 (it was $2,511,688 in 2013)
This organization: 

 $2,578,837
Other organizations performing similar types of work: 

 $529,991

Expenses in 2014: $174,291
This organization: 

 $174,291
Other organizations performing similar types of work: 

 $89,164

Income to expenses ratio in 2014: 5.9
Robert W Mccormick Trust Fbo Jefferson Memorial Hospital, Byrer F Samuel Co Ttee: 

 5.9
Other organizations performing similar types of work: 

 8.6

Grants share in income in 2014: 0.0%
Robert W Mccormick Trust Fbo Jefferson Memorial Hospital, Byrer F Samuel Co Ttee: 

 0.0%
Other organizations performing similar types of work: 

 50.6%

Financial snapshot ($)

Revenue for 2014

Assets at the end of 2014

Expenses for 2014

Analysis of Revenue and Expenses (for 2014)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$241,440$241,440$0
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$3
Dividends and interest from securities$71,979
Gross rents$0
Gross sales price for all assets$960,323
Gross profit from sales of goods$0
Other income$0
Other$169,458
Total expenses and disbursements$174,291$39,197$0$135,094
Compensation of officers, directors, trustees, etc.$35,151
Pension plans, employee benefits$0
Legal fees$2,917
Accounting fees$1,129
Interest$0
Depreciation$0
Occupancy$0
Travel, conferences, and meetings$0
Printing and publications$0
Total operating and administrative expenses$39,197$39,197$0
Contributions, gifts, grants paid$135,094
Excess of revenue over expenses and disbursements$67,149
Net investment income$202,243
Adjusted net income$0
Balance Sheets
201220132014
Book ValueFair Market ValueBook ValueFair Market ValueBook ValueFair Market Value
Total assets$2,533,649$2,511,688$2,578,837$2,994,701
Cash - non-interest-bearing$2,905
Investments-U.S. and state government obligations$0
Investments-corporate stock$24,911
Investments-corporate bonds$0
Investments-mortgage loans$0
Investments-other$2,540,830
Other assets$0
Total liabilities$0$0$1
Mortgages and other notes payable$0
Other liabilities$0
Total liabilities and net assets/fund balances$2,578,837
Capital Gains and Losses for Tax on Investment Income
201220132014
Capital gain net income$169,458
Net capital loss$0
Excise Tax Based on Investment Income
201220132014
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)No
Tax based on investment income$4,045
Total credits and payments$0
Any penalty for underpayment of estimated tax$90
Tax due$4,135
Overpayment$0
Amount to be credited to next year's estimated tax$0
Statements Regarding Activities
201220132014
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign?No
Has the foundation engaged in any activities that have not previously been reported to the IRS?No
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles of incorporation, or bylaws, or other similar instruments?No
Has the foundation filed a tax return on Form 990-T for this year?NoNo
Was there a liquidation, termination, dissolution, or substantial contraction during the year?No
Has the foundation furnished a copy of Form 990-PF to the Attorney General (or designate) of each state?Yes
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for current calendar year or the taxable year beginning in this year?No
Did any persons become substantial contributors during the tax year?No
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had advisory privileges?No
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?Yes
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041No
Statements Regarding Activities for Which Form 4720 May Be Required
201220132014
During the year did the foundation (either directly or indirectly):
Engage in the sale or exchange, or leasing of property with a disqualified person?No
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?No
Furnish goods, services, or facilities to (or accept them from) a disqualified person?No
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?Yes
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?No
Agree to pay money or property to a government official?No
Did any of the acts fail to qualify under the exceptions described in Regulations section 53.4941(d)-3 or in a current notice regarding disaster assistance?No
Did the foundation engage in a prior year in any of the acts, other than excepted acts, that were not corrected before the first day of the tax year beginning in this year?No
At the end of this tax year, did the foundation have any undistributed income for tax year(s) beginning before this year?No
Are there any years listed above for which the foundation is not applying the provisions of section 4942(a)(2) (relating to incorrect valuation of assets) to the year's undistributed income?No
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?No
Did the foundation have excess business holdings in this year as a result of (1) any purchase by the foundation or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3) the lapse of the 10-, 15-, or 20-year first phase holding period?No
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?No
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in this year?No
During the year did the foundation pay or incur any amount to:
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?No
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?No
Provide a grant to an individual for travel, study, or other similar purposes?No
Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)?No
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?No
Did any of the transactions fail to qualify under the exceptions described in Regulations section 53.4945 or in a current notice regarding disaster assistance?No
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?No
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?No
Minimum Investment Return
201220132014
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$2,970,092
Net value of noncharitable-use assets$2,925,541
Minimum investment return$146,277
Distributable Amount
201220132014
Distributable amount$142,232
Undistributed Income
201220132014
Distributable amount for this year$142,232
Undistributed income for this year. This amount must be distributed in the next year$7,138
Private Operating Foundations (for 2011 - 2014)
2014201320122011Total
The lesser of the adjusted net income or the minimum investment return$0$0$0$0$0
Qualifying distributions made directly for active conduct of exempt activities$0$0$0$0$0
Value of all assets$0$0$0$0$0
Value of assets qualifying under section 4942(j)(3)(B)(i)$0$0$0$0$0
2/3 of minimum investment return$0$0$0$0$0
Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties)$0$0$0$0$0
Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)$0$0$0$0$0
Gross investment income$0$0$0$0$0
Supplementary Information (for 2014)
Grants approved for future payment$0
Analysis of Income-Producing Activities (for 2014)
AmountRelated or exempt function income
Program service revenue
Fees and contracts from government agencies$0$0
Membership dues and assessments$0$0
Interest on savings and temporary cash investments$3$0
Dividends and interest from securities$71,979$0
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations (for 2014)
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Transfers from the reporting foundation to a noncharitable exempt organization of:
CashNo
Other assetsNo
Other transactions:
Sales of assets to a noncharitable exempt organizationNo
Purchases of assets from a noncharitable exempt organizationNo
Rental of facilities, equipment, or other assetsNo
Reimbursement arrangementsNo
Loans or loan guaranteesNo
Performance of services or membership or fundraising solicitationsNo
Sharing of facilities, equipment, mailing lists, other assets, or paid employeesNo
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Ruttenberg Family Foundation3966 Montclair Rd, Mountain Brk, AL 35213-2413AL1996-09$4,086,319
2Yakima Greenway Endowment111 S 18th St, Yakima, WA 98901-2149WA1997-09$3,141,908
3Salt Lake Education Foundation440 E 100 S, Salt Lake Cty, UT 84111-1841UT1990-07$2,016,584
4Robert W Mccormick Trust Fbo Jefferson High School, Byrer F Samuel Co TteePO BOX 40, Charles Town, WV 25414-0040WV1996-04$1,529,691
5Tower Of David Foundation10 W Tallulah Dr, Greenville, SC 29605-1844SC1997-10$1,479,516
6Theodore G Short Tr Fbo Univeristy Of Mo School Of Veteiniary MedPO BOX 634, Milwaukee, WI 53201-0634WI1998-04$1,055,249
7Robert W Mccormick Trust Fbo Jefferson Memorial Hospital, Byrer F Samuel Co TteePO BOX 40, Charles Town, WV 25414-0040WV1996-04$1,032,305
8Sound Shore Medical Center Of Westchester Foundation Inc16 Guion Pl, New Rochelle, NY 10801-5502NY1991-04$795,076
9St Francis FoundationPO BOX 2500, Wilmington, DE 19805-0500DE1996-05$671,326
10St Georges Episcopal School Endowment Fund923 Napoleon Ave, New Orleans, LA 70115-2862LA1997-11$510,340
11The Gilmour-Jirgens Fund333 W Fort St Ste 2010, Detroit, MI 48226-3134MI1995-09$467,623
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15Dubuque Community School District Foundation700 Locust Street Suite 195, Dubuque, IA 52001IA1997-03$112,342
16White House Acquisition Tr740 Jackson Place Nw, Washington, DC 20006DC1996-09$106,898
17The Shadowfax Foundation386 Pattison St, York, PA 17403-2416PA1995-11$75,157
18Sacred Heart Educational TrPO BOX 949, Newport, VT 05855-0949VT1995-09$29,581
19Simon Family Foundation25701 Science Park Dr, Cleveland, OH 44122-7302OH1995-08$28,980
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Number of organizations performing similar types of work
Alabama2
Arkansas1
California2
Colorado3
Connecticut2
District of Columbia3
Delaware1
Florida3
Georgia1
Iowa4
Idaho1
Illinois3
Indiana1
Kentucky2
Louisiana1
Massachusetts5
Maryland2
Michigan4
Missouri2
Mississippi1
North Carolina1
Nebraska4
New Jersey2
New York9
Ohio10
Pennsylvania8
Rhode Island3
South Carolina1
Texas4
Utah2
Virginia1
Vermont2
Washington1
Wisconsin4
West Virginia2
Total98

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