THE TIM AND JONI WOOFTER FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- THE TIM AND JONI WOOFTER FAMILY FOUNDATION (EIN 34-1892080)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-12
- IRS object ID
- 202641329349100624
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-12T07:12:10-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341667340 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PACKER THOMAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6601 WESTFORD PLACE SUITE 101 | AddressLine1Txt |
| City | CANFIELD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44406 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341892080 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE TIM AND JONI WOOFTER FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TIMA | BusinessNameControlTxt |
| Phone | 8008265243 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8845 STATE ROAD NE | AddressLine1Txt |
| City | KINSMAN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44428 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIMOTHY WOOFTER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8008265243 | PhoneNum |
| Signature | 2026-04-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM VENNETTI CPA | PreparerPersonNm |
| PTIN | P00764861 | PTIN |
| Phone | 3305339777 | PhoneNum |
| Preparation | 2026-04-27 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,938,704 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $600,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $52,949 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $52,949 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $37,226 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $272,196 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $37,226 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $690,175 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $90,175 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $969 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $108 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $200 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $200 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,169 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $108 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $200 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $93,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $93,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $94,669 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $108 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $93,700 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $595,506 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $90,067 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $8,988 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $500,386 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $500,386 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $238,791 | CorporateStockBOYAmt |
| Corporate Stock EOY | $218,692 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $215,298 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $487,356 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $556,810 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $554,310 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $458,928 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $515,329 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $668,710 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,194,063 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,791,217 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,938,704 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,194,063 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,791,217 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,194,063 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,791,217 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,194,063 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,791,217 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,194,063 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $595,506 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,648 | OtherIncreasesAmt |
| Subtotal | $1,791,217 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,791,217 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PRIN PYMTS (GNMA, FHLMC, FNMA) | P | 2024-01-01 | 2025-12-31 | $213,341 | $213,341 | $0 | $0 |
| GNMA | P | 2023-03-31 | 2025-04-21 | $286 | $291 | -$5 | -$5 |
| FNMA | P | 2024-06-12 | 2025-11-25 | $1,235 | $1,240 | -$5 | -$5 |
| 250 CSTMRS BANC | P | 2016-10-31 | 2025-12-15 | $6,250 | $6,480 | -$230 | -$230 |
| 525 CSTMRS BANC | P | 2016-11-01 | 2025-12-15 | $13,125 | $13,618 | -$493 | -$493 |
| CAPITAL GAINS DIVIDENDS | P | $37,959 | $37,959 | $37,959 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $37,226 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,252 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,252 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,252 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,016 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,016 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $236 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | TIMOTHY WOOFTER | IndividualWithBooksNm |
| Phone | 8008265243 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8845 STATE ROAD | AddressLine1Txt |
| City | KINSMAN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44428 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| TIMOTHY WOOFTER | ||||||||
| 8845 STATE ROAD | KINSMAN | OH | 44428 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| JONI WOOFTER | ||||||||
| 8845 STATE ROAD | KINSMAN | OH | 44428 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| EDWARD L TING | ||||||||
| 521 SYCAMORE TRAIL | CORTLAND | OH | 44410 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,350,905 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $33,546 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,384,451 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,384,451 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $20,767 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,363,684 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $68,184 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $68,184 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,252 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,252 | TotalTaxAmt |
| Distributable Before Adj | $66,932 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $66,932 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $66,932 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $93,700 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $93,700 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $66,932 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $5,848 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,848 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $93,700 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $66,932 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $26,768 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $32,616 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $32,616 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $5,848 | ExcessFromYear1Amt |
| Excess From Current Year | $26,768 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN BATTLEFIELD TRUST | |||||||
| 1156 15TH ST NW STE 900 | WASHINGTON | DC | 20005 | NONE | PC | GENERAL SUPPORT | $10,000 |
| ANIMAL WELFARE LEAGUE | |||||||
| 545 BRUNSTETTER RD SW | WARREN | OH | 44481 | NONE | PC | GENERAL SUPPORT | $4,000 |
| BADGER YOUTH BASEBALL AND SOFTBALL LEAGUE | |||||||
| PO BOX 369 | KINSMAN | OH | 44428 | NONE | PC | GENERAL SUPPORT | $2,000 |
| BOYS TOWN | |||||||
| 14100 CRAWFORD ST | BOYS TOWN | NE | 68010 | NONE | PC | GENERAL SUPPORT | $1,000 |
| CANINE COMPANIONS FOR INDEPENDENCE | |||||||
| 4989 STATE RT 37 E | DELAWARE | OH | 43015 | NONE | PC | GENERAL SUPPORT | $1,000 |
| CHILDREN'S REHABILITATION CENTER | |||||||
| 885 HOWLAND WILSON ROAD | WARREN | OH | 44484 | NONE | PC | GENERAL SUPPORT | $7,000 |
| COMMUNITY FOUNDATION | |||||||
| 7 WEST STATE STREET STE 301 | SHARON | PA | 16146 | NONE | PC | GENERAL SUPPORT | $13,500 |
| FOWLER UNITED METHODIST CHURCH | |||||||
| 3426 YOUNGSTOWN KINGSVILLE RD | CORTLAND | OH | 44410 | NONE | PC | GENERAL SUPPORT | $5,000 |
| GETTYSBURG FOUNDATION | |||||||
| 1195 BALTIMORE PIKE | GETTYSBURG | PA | 17325 | NONE | PC | GENERAL SUPPORT | $5,000 |
| HARTFORD COMMUNITY CHURCH | |||||||
| 3334 OH7 | HARTFORD | OH | 44424 | NONE | PC | GENERAL SUPPORT | $2,000 |
| HARTFORD METHODIST CHURCH | |||||||
| PO BOX 36 | HARTFORD | OH | 44424 | NONE | PC | GENERAL SUPPORT | $2,000 |
| HARTFORD TOWNSHIP | |||||||
| PO BOX 70 | HARTFORD | OH | 44424 | NONE | PC | GENERAL SUPPORT | $1,000 |
| KINSMAN PUBLIC LIBRARY | |||||||
| 6420 CHURCH STREET | KINSMAN | OH | 44428 | NONE | PC | GENERAL SUPPORT | $4,000 |
| KINSMAN TOWNSHIP | |||||||
| PO BOX 399 | KINSMAN | OH | 44428 | NONE | PC | RESTROOMS | $4,000 |
| MARINES TOYS FOR TOTS | |||||||
| 18251 QUANTICO GATEWAY DRIVE | TRIANGLE | VA | 22172 | NONE | PC | GENERAL SUPPORT | $1,000 |
| NESFACE | |||||||
| PO BOX 474 | KINSMAN | OH | 44428 | NONE | PC | FOOD | $6,000 |
| NTCCF | |||||||
| 210 HIGH STREET | WARREN | OH | 44484 | NONE | PC | GENERAL SUPPORT | $8,000 |
| OHIO NORTHERN UNIVERSITY | |||||||
| 525 S MAIN ST | ADA | OH | 45810 | NONE | PC | SCHOLARSHIP | $2,000 |
| PBS WESTERN RESERVE | |||||||
| PO BOX 747 | KENT | OH | 44240 | NONE | PC | GENERAL SUPPORT | $2,000 |
| SMILE TRAIN | |||||||
| P O BOX 96246 | WASHINGTON | DC | 20090 | NONE | PC | GENERAL SUPPORT | $5,000 |
| ST JUDE CHILDRENS | |||||||
| 600 WATERFRONT DR 210 | PITTSBURGH | PA | 15222 | NONE | PC | GENERAL SUPPORT | $1,000 |
| TNR OF WARREN | |||||||
| 2428 ELM RD NE | WARREN | OH | 44483 | NONE | PC | GENERAL SUPPORT | $1,000 |
| TRUMBULL MOBILE MEALS | |||||||
| 323 E MARKET STREET | WARREN | OH | 44481 | NONE | PC | GENERAL SUPPORT | $3,000 |
| WARREN FAMILY MISSION | |||||||
| PO BOX 311 | WARREN | OH | 44482 | NONE | PC | GENERAL SUPPORT | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $93,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $52,949 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $37,226 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $90,175 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $90,175 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | TIM AND JONI WOOFTER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8845 STATE RD NE | AddressLine1Txt |
| City | KINSMAN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44428 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $600,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (20 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 38,000 FEDERAL NATIONAL MORTGAGE ASSOC | $13,214 | $10,260 |
| 90,000 SHS FEDL HOME LOAN MTG CORP | $9,322 | $7,063 |
| 50,000 GNMA 5% 4/20/47 | $23,543 | $23,793 |
| 25,000 FNMA 3% 10/25/47 | $983 | $707 |
| 150,000 GNMA 5% 7/20/51 | $46,447 | $47,285 |
| 50,000 GNMA 5% 1/20/54 | $41,130 | $41,749 |
| 25,000 GNMA 4.5% 1/20/54 | $6,554 | $6,570 |
| 60,000 GNMA 5% 2/20/54 | $40,254 | $39,971 |
| 25,000 GNMA 5.5% 4/20/54 | $12,675 | $12,694 |
| 25,000 GNMA 5% 5/20/54 | $8,672 | $8,771 |
| 35,000 GNMA 5% 7/20/54 | $6,609 | $6,763 |
| 50,000 GNMA 4.5% 10/20/54 | $31,434 | $31,355 |
| 50,000 GNMA 5% 12/20/54 | $49,880 | $50,508 |
| 50,000 GNMA 5% 10/20/53 | $47,352 | $47,178 |
| 50,000 GNMA 5% 2/20/55 | $7,979 | $8,017 |
| 25,000 GNMA 5% 6/20/55 | $24,295 | $24,042 |
| 100,000 GNMA 4.5% 7/20/55 | $97,255 | $99,268 |
| 25,000 GNMA 5% 8/25/55 | $24,475 | $24,398 |
| 25,000 GNMA 5% 9/20/55 | $24,732 | $23,918 |
| 40,000 GNMA 5% 12/20/55 | $40,005 | $40,000 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1,000 SHS ANNALY CAPITAL MGMT | $24,057 | $25,460 |
| 1,000 SHS TWO HARBORS | $25,165 | $23,560 |
| 1,000 SHS KEMPER CORP | $24,955 | $23,400 |
| 1,000 SHS MIDLAND STATES BANCORP | $25,855 | $25,020 |
| 1,000 SHS RITHM CAPITAL CORP | $23,985 | $24,870 |
| 1,450 SHS ATHENE HOLDING | $25,089 | $24,694 |
| 1,000 SHS HUNTINGTON BANCSHARES | $24,765 | $25,390 |
| 800 SHS JACKSON FINL | $19,845 | $20,856 |
| 1,300 SHS AFFILIATED MANAGERS GROUP INC | $24,976 | $22,048 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 948.75 SHS GROWTH FUND OF AMERICA | AT COST | $45,593 | $76,336 |
| 878.68 SHS NEW ECONOMY | AT COST | $35,107 | $63,836 |
| 848.85 SHS NEW PERSPECTIVE | AT COST | $32,790 | $59,937 |
| 607.68 SHS SMALLCAP WORLD | AT COST | $22,967 | $44,537 |
| 185.90 SHS EUROPACIFIC GROWTH | AT COST | $8,371 | $11,249 |
| 3,527.59 SHS AMERICAN BALANCED | AT COST | $113,265 | $132,249 |
| 1,301.70 SHS AMERICAN MUTUAL | AT COST | $67,250 | $77,451 |
| 4,694.08 SHS INCOME FUND OF AMERICA | AT COST | $109,433 | $122,562 |
| 80,552.89 SHS INVESCO TREASURY | AT COST | $80,553 | $80,553 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE OF OHIO FILING FEE | Desc |
| Revenue And Expenses Per Books | $200 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $200 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO TAX ADJUSTMENT | Desc |
| Amt | $1,648 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAX PAID | $108 | $108 | $0 | $0 |
| FEDERAL EXCISE TAX PAYMENT WITH 2024 EXTENSION | $81 | $0 | $0 | $0 |
| FEDERAL EXCISE TAX ESTIMATED PAYMENTS FOR 2025 | $780 | $0 | $0 | $0 |