Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
BERNARD MCDONOUGH FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)311 FOURTH STREET
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PARKERBURG, WV26101
A Employer identification number

55-6023693
B Telephone number (see instructions)

(304) 424-6280
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$44,891,884
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,105,033 1,105,033  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,133,570
b Gross sales price for all assets on line 6a 2,425,428
7 Capital gain net income (from Part IV, line 2)... 1,133,570
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... 64 64  
12 Total. Add lines 1 through 11........ 2,238,667 2,238,667  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 294,213 14,710   279,503
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 130,195 6,510   123,685
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 10,970 6,034   4,936
c Other professional fees (attach schedule).... 124,513 62,718   61,795
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 29,805      
19 Depreciation (attach schedule) and depletion... 2,370    
20 Occupancy.............. 21,167 1,058   20,109
21 Travel, conferences, and meetings....... 20,942 1,047   19,895
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 47,538 2,376   45,162
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 681,713 94,453   555,085
25 Contributions, gifts, grants paid....... 1,724,861 1,724,861
26 Total expenses and disbursements. Add lines 24 and 25 2,406,574 94,453   2,279,946
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -167,907
b Net investment income (if negative, enter -0-) 2,144,214
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 50,863 64,438 64,438
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 15,095 5,374 5,374
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 22,934,107 Click to see attachment
List of Attached Documents:
// Content
22,456,262
34,986,950
c Investments—corporate bonds (attach schedule)....... 8,208,937 Click to see attachment
List of Attached Documents:
// Content
8,531,389
7,435,258
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,938,046 Click to see attachment
List of Attached Documents:
// Content
2,929,000
2,399,864
14 Land, buildings, and equipment: basis right arrow91,699
Less: accumulated depreciation (attach schedule) right arrow91,699 2,370    
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 34,149,418 33,986,463 44,891,884
Liabilities 17 Accounts payable and accrued expenses.......... 515 5,467
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 515 5,467
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 34,148,903 33,980,996
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 34,148,903 33,980,996
30 Total liabilities and net assets/fund balances (see instructions). 34,149,418 33,986,463
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
34,148,903
2
Enter amount from Part I, line 27a .....................
2
-167,907
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
33,980,996
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
33,980,996
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a VANGUARD TOT INTL STOCK IX INST P 2016-06-30 2024-01-09
b VANGUARD TOTAL STOCK MKT IDX INST P 2016-06-30 2024-06-20
c PASS-THROUGH GAINS - SCHEDULE K-1 P 2022-03-01 2024-12-31
d VANGUARD TOTAL STOCK MKT IDX INST P 2016-06-30 2024-01-09
e VANGUARD TOTAL STOCK MKT IDX INST P 2016-06-30 2024-07-10
MELLON BANK - CLASS ACTION PROCEEDS P 2015-01-01 2024-05-22
VANGUARD S/T INVEST GRADE ADM P 2016-06-30 2024-02-06
VANGUARD TOTAL STOCK MKT IDX INST P 2016-06-30 2024-07-29
VANGUARD TOTAL STOCK MKT IDX INST P 2016-06-30 2024-02-15
VANGUARD S/T INVEST GRADE ADM P 2016-06-30 2024-08-01
VANGUARD TOT INTL STOCK IX INST P 2016-06-30 2024-02-27
VANGUARD TOT INTL STOCK IX INST P 2016-06-30 2024-08-28
VANGUARD TOTAL STOCK MKT IDX INST P 2016-06-30 2024-02-27
VANGUARD TOTAL STOCK MKT IDX INST P 2016-06-30 2024-08-07
VANGUARD TOT INTL STOCK IX INST P 2016-06-30 2024-03-25
VANGUARD TOTAL STOCK MKT IDX INST P 2016-06-30 2024-08-28
VANGUARD TOTAL STOCK MKT IDX INST P 2016-06-30 2024-03-25
VANGUARD TOT INTL STOCK IX INST P 2016-06-30 2024-09-23
VANGUARD TOT INTL STOCK IX INST P 2016-06-30 2024-04-24
VANGUARD TOTAL STOCK MKT IDX INST P 2016-06-30 2024-09-23
VANGUARD TOTAL STOCK MKT IDX INST P 2016-06-30 2024-04-24
VANGUARD TOT INTL STOCK IX INST P 2016-06-30 2024-10-14
VANGUARD S/T INVEST GRADE ADM P 2016-06-30 2024-05-02
VANGUARD TOTAL STOCK MKT IDX INST P 2016-06-30 2024-10-14
VANGUARD TOT INTL STOCK IX INST P 2016-06-30 2024-05-14
VANGUARD TOTAL STOCK MKT IDX INST P 2016-06-30 2024-10-28
VANGUARD TOTAL STOCK MKT IDX INST P 2016-06-30 2024-05-14
VANGUARD S/T INVEST GRADE ADM P 2016-06-30 2024-11-15
VANGUARD TOT INTL STOCK IX INST P 2016-06-30 2024-05-31
VANGUARD TOTAL STOCK MKT IDX INST P 2016-06-30 2024-11-26
VANGUARD TOTAL STOCK MKT IDX INST P 2016-06-30 2024-05-31
VANGUARD TOTAL STOCK MKT IDX INST P 2016-06-30 2024-12-18
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 36,846   31,563 5,283
b 120,000   58,727 61,273
c 38,867     38,867
d 113,154   62,805 50,349
e 100,000   47,957 52,043
11     11
19,948   21,034 -1,086
80,000   39,140 40,860
125,000   65,569 59,431
20,380   21,216 -836
17,184   14,229 2,955
19,745   15,331 4,414
57,816   30,065 27,751
75,000   38,691 36,309
48,191   39,257 8,934
60,255   28,868 31,387
161,809   82,487 79,322
36,015   27,838 8,177
37,033   30,639 6,394
153,985   72,018 81,967
122,967   64,516 58,451
29,501   22,503 6,998
20,334   21,577 -1,243
90,499   41,575 48,924
24,859   19,738 5,121
100,000   46,196 53,804
75,141   38,069 37,072
20,888   21,729 -841
18,580   14,811 3,769
250,000   110,647 139,353
56,420   28,490 27,930
295,000   134,573 160,427
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       5,283
b       61,273
c       38,867
d       50,349
e       52,043
      11
      -1,086
      40,860
      59,431
      -836
      2,955
      4,414
      27,751
      36,309
      8,934
      31,387
      79,322
      8,177
      6,394
      81,967
      58,451
      6,998
      -1,243
      48,924
      5,121
      53,804
      37,072
      -841
      3,769
      139,353
      27,930
      160,427
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 1,133,570
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 29,805
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 29,805
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 29,805
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 25,057
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 25,057
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 140
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 4,888
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
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? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowWV
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowWWW.MCDONOUGHFOUNDATION.ORG
14
The books are in care ofright arrowANGELA I SMITH Telephone no.right arrow (304) 424-6280

Located atright arrow13 STONEBROOK DRIVEPARKERSBURGWV ZIP+4right arrow26104
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), 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? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
 
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a 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? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 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? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), 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? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position
(c) Compensation
(If not paid, enter
-0-)
(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
ROBERT W STEPHENS DIRECTOR
2.00
12,000 0 0
3431 NW WILLOW CREEK DRIVE
JENSEN BEACH,FL34957
KATRINA VALENTINE SECRETARY
40.00
86,005 50,578 0
9168 ELIZABETH PIKE
ELIZABETH,WV26143
MARY RICCOBENE VICE PRESIDE
2.00
0 0 0
378 RIDGE ROAD
PARKERSBURG,WV26105
FC MCCUSKER TREASURER
2.00
12,000 0 0
28 RENOIR DRIVE
WASHINGTON,WV26181
ROBERT S BOONE PRESIDENT
40.00
155,000 61,655 0
5120 GLENBROOK DRIVE
VIENNA,WV26105
DALE A KNIGHT DIRECTOR
2.00
12,000 0 0
200 BELLE MEADOW DRIVE
MARIETTA,OH45750
JOE CAMPBELL DIRECTOR
2.00
12,000 0 0
54 SOUTH LAKE DRIVE
PARKERSBURG,WV26101
ANGELA I SMITH PRESIDENT
40.00
5,208 0 0
13 STONEBROOK DRIVE
PARKERSBURG,WV26104
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position
(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation
(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
VANGUARD INSTITUTIONAL ADVISORY 81,550
5951 LUCKETT COURT SUITE A2
EL PASO,TX79932
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1 N/A  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
43,494,269
b
Average of monthly cash balances.......................
1b
57,651
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
43,551,920
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
43,551,920
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
653,279
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
42,898,641
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
2,144,932
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
2,144,932
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
29,805
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
29,805
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,115,127
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
2,115,127
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
2,115,127
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
2,279,946
b
Program-related investments—total from Part VIII-B..................
1b
 
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
2,279,946
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2023
(c)
2023
(d)
2024
1 Distributable amount for 2024 from Part X, line 7 2,115,127
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 151,444
b From 2020...... 23,379
c From 2021...... 18,336
d From 2022...... 43,656
e From 2023...... 236,205
f Total of lines 3a through e ........ 473,020
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 2,279,946
a Applied to 2023, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions).....
 
c Treated as distributions out of corpus (Election
required—see instructions)........
 
d Applied to 2024 distributable amount..... 2,115,127
e Remaining amount distributed out of corpus 164,819
5 Excess distributions carryover applied to 2024.    
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 637,839
b Prior years’ undistributed income. Subtract
line 4b from line 2b ..........
 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed......
 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ...........
 
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
 
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 ..........
0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) .......
 
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ...
151,444
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ......
486,395
10 Analysis of line 9:
a Excess from 2020.... 23,379
b Excess from 2021.... 18,336
c Excess from 2022.... 43,656
d Excess from 2023.... 236,205
e Excess from 2024.... 164,819
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed .....
         
d Amounts included in line 2c not used directly
for active conduct of exempt activities ..........
         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c ....
         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)
         
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed ..
         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) ....
         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)....
         
(3) Largest amount of support
from an exempt organization
         
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
ANGI SMITH
311 FOURTH STREET
PARKERSBURG,WV26101
(304) 424-6280
bThe form in which applications should be submitted and information and materials they should include:
BEGINNING IN 2016 ALL GRANT APPLICATIONS MUST BE SUBMITTED ONLINE THROUGH THE ORGANIZATION'S ONLINE GRANT APPLICATION PROCESS. ALL ONLINE GRANT APPLICATIONS ARE PROCESSED ON THE ORGANIZATIONS WEBSITE. PLEASE VISIT WWW.MCDONOUGHFOUNDATION.ORG TO CREATE AN ACCOUNT AND APPLY FOR A GRANT. INFORMATION TO ACCOMPANYING THE ONLINE APPLICATION WILL INCLUDE FINANCIAL DATA, TAX EXEMPT DETERMINATION LETTER, AND OTHER DETAILED INFORMATION STATING NEED AND USE FOR REQUESTED FUNDING.
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NO GRANTS AWARDED TO INDIVIDUALS OR FOR RELIGIOUS CAUSES.
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
aPaid during the year

2ND CHANCE 4 LIFE RESCUE

PO BOX 549
ELIZABETHTOWN,PA17022
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 100

ALZHEIMER'S ASSOCIATION

1601 2ND AVE
CHARLESTON,WV25387
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 20,100

AMERICAN FRIENDS SERVICE COMMITTEE

2207 WASHINGTON STREET E
CHARLESTON,WV25311
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 10,000

AMERICAN RED CROSS

220 8TH STREET
PARKERSBURG,WV26101
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 20,000

AMPUTEE CENTER

2311 OHIO AVE STE B
PARKERSBURG,WV26101
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 15,000

ARC OF OHIO COUNTY

439 WARWOOD AVE
WHEELING,WV26003
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 7,000

ARC OF THE MID OHIO VALLEY

1917 DUDLEY AVENUE
PARKERSBURG,WV26101
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 20,000

ARTSBRIDGE INC

350 SEVENTH STREET
PARKERSBURG,WV26101
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 20,000

BARN COMMUNITY GROUP INC

179 MEMORIAL DRIVE
NELLIS,WV25142
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 15,000

BELPRE SHRINE CLUB

1225 BLENNERHASSETT AVENU
BELPRE,OH45714
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 500

BETHLEHEM FARM INC

PO BOX 415
TALCOTT,WV24981
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 15,000

BETSEY MILLS CLUB

300 FOURTH STREET
MARIETTA,OH45750
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 10,000

BIG BROTHERS BIG SISTERS OF THE TRI

501 5TH AVENUE SUITE 3
HUNTINGTON,WV25701
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 10,000

BOONE COUNTY COMMUNITY ORGANIZATION

347 KENMORE DRIVE SUITE 1
DANVILLE,WV25053
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 15,000

BOY SCOUTS OF AMERICA- MOUNTAINEER

1831 SPEEDWAY AVENUE
FAIRMONT,WV26554
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 1,000

BOYS & GIRLS CLUB OF PARKERSBURG

1200 MARY ST
PARKERSBURG,WV26101
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 42,000

BOYS & GIRLS CLUB OF PLEASANTS COUN

605 CHERRY STREET SUITE
SAINT MARYS,WV26170
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 20,600

BOYS & GIRLS CLUB OF THE EASTERN PA

201 EAST BURKE STREET
MARTINSBURG,WV25401
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 20,000

BOYS & GIRLS CLUB OF WASHINGTON COU

307 LANCASTER STREET - SU
MARIETTA,OH45750
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 21,500

BUCKSKIN COUNCIL BSA

2829 KANAWHA BLVD E
CHARLESTON,WV25311
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 1,000

BUTCHER BEND AUTUMN FESTIVAL INC

PO BOX 2035
PARKERSBURG,WV26102
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 1,000

CABELL WAYNE ASSOCIATION OF THE BLI

38 WASHINGTON AVENUE
HUNTINGTON,WV25701
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 10,000

CALHOUN FAMILY RESOURCE NETWORK

PO BOX 620
GRANTSVILLE,WV26147
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 7,500

CAMDEN CLARK FOUNDATION

800 GARFIELD AVENUE
PARKERSBURG,WV26101
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 3,000

CASA VOICES FOR CHILDREN

305 1/2 4TH STREET
PARKERSBURG,WV26101
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 25,000

CATHOLIC CHARITIES WEST VIRGINIA I

2000 MAIN STREET
WHEELING,WV26003
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 5,000

CENTRAL WEST VIRGINIA COMMUNITY ACT

PO BOX 1070
CLARKSBURG,WV26201
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 5,000

CHERRY RIVER FOUNDATION

PO BOX 15
RICHWOOD,WV26261
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 15,000

CHESTNUT MOUNTAIN RANCH

244 PONDEROSA PONDS RD
MORGANTOWN,WV26508
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 20,000

CHILDREN'S HOME SOCIETY OF WEST VIR

1422 KANAWHA BOULEVARD E
CHARLESTON,WV25330
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 25,000

CHILDREN'S MUSEUM OF THE MOV INC

711 MARKET STREET
PARKERSBURG,WV26101
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 47,338

CIRCLES CAMPAIGN OF THE MID-OHIO VA

PO BOX 1643
PARKERSBURG,WV26101
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 15,000

COMFORT CASES INC

9300 GAITHER ROAD
GAITHERSBURG,MD20877
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 15,000

COMMUNITY ACTION OF WASHINGTON COUN

218 PUTNAM STREET
MARIETTA,OH45750
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 7,000

COMMUNITY RESOURCES INC

1037 MARKET STREET
PARKERSBURG,WV26101
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 35,000

CONSUMER CREDIT COUNSELING SERVICE

2435 DUDLEY AVENUE
PARKERSBURG,WV26102
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 15,000

CTA - CREATING THE ADVANTAGE

432 SHREWSBURY STREET
CHARLESTON,WV25301
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 1,000

DIOCESE OF WHEELING-CHARLESTON (CAT

PO BOX 230
WHEELING,WV26003
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 5,000

DISABILITY ACTION CENTER

448 LEONARD AVE
FAIRMONT,WV26554
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 25,000

DOWNTOWN PKB INC

PO BOX 1671
PARKERSBURG,WV26101
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 16,000

EASTER SEAL REHABILITATION CENTER I

1305 NATIONAL ROAD
WHEELING,WV26003
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 15,000

ECONOMIC ROUNDTABLE

115 THIRD STREET
MARIETTA,OH45750
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 1,000

ELY CHAPMAN EDUCATION FOUNDATION

403 SCAMMEL STREET
MARIETTA,OH45750
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 30,500

EMPTY BOWLS MONGALIA

7 ROUSCH DRIVE
WESTOVER,WV26501
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 10,000

FAITH IN ACTION OF THE GREATER KANA

PO BOX 11623
CHARLESTON,WV25339
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 10,000

FAMILY REFUGE CENTER

PO BOX 249
LEWISBURG,WV24901
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 10,000

FAMILY RESOURCE NETWORK LEWIS COUNT

240 COURT AVE
WESTON,WV26452
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 15,000

FRATERNAL ORDER OF POLICE (FOP 79)

PO BOX 1873
PARKERSBURG,WV26102
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 2,000

FRIENDS OF VIENNA

280 KIMBERJACK TRAIL
PARKERSBURG,WV26105
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 15,000

GANNON UNIVERSITY

109 UNIVERSITY SQUARE
ERIE,PA16501
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 5,000

GENERATION WEST VIRGINIA

1405 EARL L CORE
MORGANTOWN,WV26505
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 10,000

GOLDEN GIRL GROUP HOME

PO BOX 876
CEREDO,WV25507
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 24,250

GOODWILL INDUSTRIES OF KANAWHA VALL

PO BOX 353
CHARLESTON,WV25301
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 15,000

GROW OHIO VALLEY

1006 GRANDVIEW ST
WHEELING,WV26003
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 10,000

HAVEN MATERNITY HOME

1306 2ND ST
MOUNDSVILLE,WV26041
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 15,000

HEARTHAND OUTREACH MINISTRIES

212 D STREET
CHARLESTON,WV25314
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 10,000

HIGH ROCKS EDUCATIONAL CORPORATION

195 THOMPSON RD
HILLSBORO,WV24946
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 20,000

HOMESTEAD FARM CENTER INC

1039 BURNS FARM ROAD
GRAFTON,WV26354
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 10,000

HOPECAM INC

12100 SUNSET HILLS RD C-1
RESTON,VA20190
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 5,000

HOUSE OF BREAD

1200 CAMPBELL AVE SW
ROANOKE,VA24016
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 5,000

HOUSE OF THE CARPENTER

200 SOUTH FRONT STREET
WHEELING,WV26003
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 20,000

HUMANE SOCIETY OF PARKERSBURG

530 29TH STREET
PARKERSBURG,WV26102
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 21,500

HUNTINGTON SCOTTISH RITE FOUNDATION

PO BOX 294
HUNTINGTON,WV25707
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 5,000

JAN DILS FOUNDATION

963 MARKET ST
PARKERSBURG,WV26101
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 500

JEFFERSON COUNTY COMMUNITY MINISTRI

238 W WASHINGTON STREET
CHARLES TOWN,WV25414
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 15,000

K9S FOR WARRIORS

114 CAMP K9 ROAD
PONTE VEDRA,FL32081
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 5,000

KING'S DAUGHTERS CHILD CARE CENTER

61 - 13TH STREET
WHEELING,WV26003
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 10,000

KRAZIE LADIES ANIMAL RESCUE

5 POPLAR HILL DR
CHARLESTON,WV25311
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 500

MAKE-A-WISH

913 CANYON ROAD
MORGANTOWN,WV26508
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 5,000

MARIETTA COLLEGE

215 FIFTH STREET
MARIETTA,OH45750
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 17,000

MARIETTA COMMUNITY FOUNDATION

100 PUTNAM STREET
MARIETTA,OH45750
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 1,000

MCDOWELL COUNTY COMMISSION ON AGING

725 STEWART STREET
WELCH,WV24801
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 15,000

MEMORIAL HEALTH FOUNDATION

406 COLEGATE DRIVE
MARIETTA,OH45750
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 50,000

MID-OHIO VALLEY MULTICULTURAL FESTI

PO BOX 2050
PARKERSBURG,WV26102
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 5,000

MISSION WEST VIRGINIA

168 MIDLAND TRAIL
HURRICANE,WV25526
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 50,000

MON HEALTH MEDICAL CENTER FOUNDATIO

1200 JD ANDERSON DR
MORGANTOWN,WV26505
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 6,000

MSESC DBA WORKFORCE DEVELOPMENT BOA

600 18TH STREET BOX 3
PARKERSBURG,WV26101
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 15,000

NAZARETH FARM INC

665 NAZARETH FARM RD
SALEM,WV26426
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 20,000

NICHOLAS COUNTY EMPOWERMENT CORP

PO BOX 168
RICHWOOD,WV26261
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 10,000

NORTHERN ARIZONA HEALTHCARE

1200 N BEAVER ST
FLAGSTAFF,AZ86001
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 5,000

OGLEBAY FOUNDATION

255 MANSION DRIVE OGLEBA
WHEELING,WV26003
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 10,000

OHIO RIVER STERNWHEEL FESTIVAL

121 PUTNAM STREET
MARIETTA,OH45750
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 500

OIL AND GAS MUSEUM

PO BOX 1685
PARKERSBURG,WV26101
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 16,000

OLD MAN RIVERS MISSION

703 PIKE ST
PARKERSBURG,WV26101
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 5,000

O'NEILL SENIOR CENTER INC

333 FOURTH STREET
MARIETTA,OH45750
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 10,500

PANTRY PLUS MORE INC

9 ROUSCH DR
MORGANTOWN,WV26501
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 4,840

PARKERSBURG AREA COMMUNITY FOUNDATI

PO BOX 1762
PARKERSBURG,WV26102
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 9,500

PARKERSBURG ART CENTER

725 MARKET STREET
PARKERSBURG,WV26101
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 20,000

PARKERSBURG HOMECOMING

PO BOX 416
PARKERSBURG,WV26102
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 4,500

PARKERSBURG WOMAN'S CLUB

323 9TH STREET
PARKERSBURG,WV26101
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 5,329

PATTYS BLESSINGS INC

PO BOX 43
SHADY SPRING,WV25918
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 900

PEOPLES BANK THEATRE

222 1/2 PUTNAM STREET
MARIETTA,OH45750
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 1,000

PHILANTHROPY WEST VIRGINIA INC

400 D STREET 8134
SOUTH CHARLESTON,WV25303
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 26,000

PROGRESS RIDGE COMMUNITY BUILDING

4115 PROGRESS RIDGE RD
WALKER,WV26180
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 5,000

RALEIGH COUNTY PREVENTION COALITION

1038 N EISENHOWER DR
BECKLEY,WV25801
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 10,000

RANDOLPH COUNTY COMMUNITY ALLIANCE

PO BOX 689
ELKINS,WV26241
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 1,000

READ ALOUD WEST VIRGINIA

PO BOX 1784
CHARLESTON,WV25326
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 6,000

RITCHIE COUNTY FAMILY RESOURCES NET

888 E MAIN STREET
HARRISVILLE,WV26362
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 15,000

RIVER CITY RUNNERS

PO BOX 4496
PARKERSBURG,WV26104
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 500

RONALD MCDONALD HOUSE CHARITIES OF

841 COUNTRY CLUB DRIVE
MORGANTOWN,WV26505
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 20,000

ROTARY CLUB OF WOOD COUNTY

PO BOX 5068
VIENNA,WV26105
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 1,000

SALVATION ARMY OF PARKERSBUG

534 FIFTH ST
PARKERSBURG,WV26101
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 10,400

SAVE A KITTY

PO BOX 1442
PARKERSBURG,WV26102
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 1,050

SPECIAL NEEDS ADULT PROGRAM (SNAP)

815 KANAWHA TER
SAINT ALBANS,WV25177
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 10,000

SPRING GROVE CEMETERY

273 COVINGTON WAY
VIENNA,WV26105
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 1,000

ST VINCENT DE PAUL

3000 GRATIOT AVENUE
DETROIT,MI48207
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 5,000

STAR CLUB INC

523 2ND STREET
SAINT ALBANS,WV25177
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 15,000

SW RESOURCES

1007 MARY ST
PARKERSBURG,WV26101
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 20,975

THE HOPE SHOP

PO BOX 903
ELIZABETH,WV26143
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 15,000

TUCKER COMMUNITY FOUNDATION

PO BOX 491
PARSONS,WV26287
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 25,000

TUG RIVER HEALTH ASSOCIATION INC

5883 BLACK DIAMOND HIGHWA
GARY,WV24836
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 14,379

UNITED WAY ALLIANCE OF THE MID-OHIO

414 MARKET STREET
PARKERSBURG,WV26101
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 49,150

UNIVERSITY OF CHARLESTON

2300 MACCORKLE AVENUE
CHARLESTON,WV25304
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 40,000

VIENNA VOLUNTEER FIRE DEPARTMENT

609 28TH STREET
VIENNA,WV26105
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 1,000

WASHINGTON COUNTY CAREER CENTER

21740 STATE ROUTE 676
MARIETTA,OH45750
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 15,000

WEIRTON CHRISTIAN CENTER

POBOX 2045
WEIRTON,WV26062
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 10,000

WELFARE OF ANIMALS GROUP

1011 CREST VIEW DRIVE
CRESTON,WV26141
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 1,000

WEST VIRGINIA DRUG INTERVENTION INS

118 CAPITAL STREET FIRST
CHARLESTON,WV25301
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 11,200

WEST VIRGINIA NONPROFIT ASSOCIATION

PO BOX 1452
LEWISBURG,WV24901
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 10,000

WHEELING HEALTH RIGHT INC

61 29TH STREET
WHEELING,WV26003
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 25,000

WHEELING YMCA

55 LOUNEZ AVE
WHEELING,WV26003
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 15,000

WILLIAMSON HEALTH & WELLNESS CENTER

184 E 2ND AVE
WILLIAMSON,WV25661
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 16,500

WOMEN'S CARE CENTER

PO BOX 4765
PARKERSBURG,WV26104
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 1,000

WOOD COUNTY 4-H CAMP ASSOCIATION

1 COURT SQUARE
PARKERSBURG,WV26101
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 10,000

WOOD COUNTY ECONOMIC DEVELOPMENT

610 MARKET STREET THIRD
PARKERSBURG,WV26102
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 21,000

WOOD COUNTY SOCIETY

PO BOX 1325
PARKERSBURG,WV26101
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 1,250

WV HEALTH RIGHT

1520 WASHINGTON STREET EA
CHARLESTON,WV25311
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 25,000

WV INDEPENDENT COLLEGES AND UNIVERS

C/O THREE POINT STRATEGIE
CHARLESTON,WV25356
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 30,000

WVU MEDICINE CHILDREN'S HOSPITAL

1 MEDICAL CENTER DRIVE
MORGANTOWN,WV26506
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 500

XANDER COMMUNITY

464 STANTON FARMS DRIVE
CALEDONIA,MI49316
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 10,000

YMCA OF PARKERSBURG

1800 30TH STREET
PARKERSBURG,WV26101
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 26,000

YOUTH SERVICES SYSTEM INC

POBOX 6041
WHEELING,WV26003
NONE 501C3 PROGRAM SUPPORT AND/OR OPERATING 20,000
Total .................................right arrow 3a 1,724,861
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ...........
         
4 Dividends and interest from securities ....     14 1,105,033  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....     14 64  
8 Gain or (loss) from sales of assets other than
inventory ............
    18 1,133,570  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   2,238,667  
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,238,667
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow
Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow
PTIN
Firm's name Right Arrow
Firm's EIN Right Arrow
Firm's address Right Arrow


Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
BERNARD MCDONOUGH FOUNDATION INC
EIN:
55-6023693
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING & AUDITING 10,970 6,034   4,936

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2024 DepreciationSchedule
Name:
BERNARD MCDONOUGH FOUNDATION INC
EIN:
55-6023693
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)
Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
DESK(POS) 2000-07-18 3,550 3,550 S/L 7.0000        
BOOKCASE & SHELVING(POS) 2000-08-21 737 737 S/L 7.0000        
FILE CABINETS(POS) 2000-11-02 695 695 S/L 7.0000        
COMPUTER(CDW COMPUTER CENTER) 2001-05-08 1,622 1,622 S/L 3.0000        
COMPUTER(DELL MARKETING) 2001-06-28 1,671 1,671 S/L 3.0000        
XEROX COPIER 2000-02-08 1,903 1,903 S/L 5.0000        
DESK(POS) 2000-03-14 3,019 3,019 S/L 7.0000        
GRANT WRITING PACKAGE(MICRO EDGE) 2000-05-23 6,136 6,136 S/L 5.0000        
CISCO 1602 R MODULAR ROUTER 2002-03-08 1,284 1,284 S/L 5.0000        
DELL COMPUTER 2002-01-28 1,339 1,339 S/L 5.0000        
DELL DIMENSION 4550 COMPUTER 2003-01-15 1,588 1,588 S/L 5.0000        
COPIER (CWS) 2006-08-23 3,797 3,797 S/L 7.0000        
2 DELL COMPUTERS 2012-03-09 2,212 2,212 S/L 5.0000        
BOARD ROOM FURNITURE 2012-09-17 4,739 4,739 S/L 7.0000        
GRANT MNGT SOFTWARE 2015-10-02 10,000 10,000 S/L 5.0000        
2019 BUICK ENCLAVE 2019-04-01 47,407 45,037 S/L 5.0000 2,370      

TY 2024 InvestmentsCorpBondsSchedule
Name:
BERNARD MCDONOUGH FOUNDATION INC
EIN:
55-6023693
Name of Bond End of Year Book Value End of Year Fair Market Value
VANGUARD - TOTAL INTL BOND MKT INDEX 4,011,317 3,534,146
VANGUARD - TOTAL BOND MKT INDEX ADM 4,520,072 3,901,112

TY 2024 InvestmentsCorpStockSchedule
Name:
BERNARD MCDONOUGH FOUNDATION INC
EIN:
55-6023693
Name of Stock End of Year Book Value End of Year Fair Market Value
VANGUARD - DOMESTIC STK FUNDS 14,120,329 24,980,131
VANGUARD - INTL STK FUNDS 8,335,933 10,006,819

TY 2024 InvestmentsOtherSchedule2
Name:
BERNARD MCDONOUGH FOUNDATION INC
EIN:
55-6023693
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
CORE PROPERTY INDEX FUND, LLC AT COST 2,929,000 2,399,864

TY 2024 LandEtcSchedule2
Name:
BERNARD MCDONOUGH FOUNDATION INC
EIN:
55-6023693
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
TOTAL PROPERTY & EQUIPMENT 91,699 91,699    


TY 2024 OtherExpensesSchedule
Name:
BERNARD MCDONOUGH FOUNDATION INC
EIN:
55-6023693
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXPENSES        
GENERAL OVERHEAD 23,209 1,160   22,049
UTILITIES 17,263 863   16,400
MISCELLANEOUS 7,066 353   6,713


TY 2024 OtherIncomeSchedule2
Name:
BERNARD MCDONOUGH FOUNDATION INC
EIN:
55-6023693
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INVESTMENT INCOME 64 64  


TY 2024 OtherProfessionalFeesSchedule
Name:
BERNARD MCDONOUGH FOUNDATION INC
EIN:
55-6023693
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PENSION PLAN ADMINISTRATION FEES 26,419 1,321   25,098
INVESTMENT ADVISORY FEES 81,550 44,853   36,697
INVESTMENT EXPENSE 16,544 16,544    


TY 2024 TaxesSchedule
Name:
BERNARD MCDONOUGH FOUNDATION INC
EIN:
55-6023693
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAXES 29,805