EDWARD AND RUTH WILKOF FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- EDWARD AND RUTH WILKOF FOUNDATION (EIN 34-1536119)
- Tax period
- 2025-07-01 to 2026-06-30
- Filed
- 2026-07-21
- IRS object ID
- 202612029349100006
- Schema version
- 2025v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-07-21T09:57:00-05:00 | ReturnTs |
| Tax Period End | 2026-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 340677006 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MALONEY NOVOTNY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4774 MUNSON STREET NW SUITE 402 | AddressLine1Txt |
| City | CANTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 447183634 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341536119 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDWARD & RUTH WILKOF FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EDWA | BusinessNameControlTxt |
| Phone | 3309669400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4774 MUNSON STREET NW 402 | AddressLine1Txt |
| City | CANTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44718 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID SCHRADE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3309669400 | PhoneNum |
| Signature | 2026-07-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID J SCHRADE | PreparerPersonNm |
| PTIN | P00015836 | PTIN |
| Phone | 3309669400 | PhoneNum |
| 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 | $1,156,827 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $21 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $21 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $20,538 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,538 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $121,931 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $476,398 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $121,931 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $142,490 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $142,490 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $3,527 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,193 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,013 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,013 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,701 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,701 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $200 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,634 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,714 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $170,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $170,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $189,384 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,714 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $170,750 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$46,894 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $134,776 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $5,552 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $25,104 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $25,104 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $507,583 | CorporateStockBOYAmt |
| Corporate Stock EOY | $425,375 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $985,530 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $97,441 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $113,203 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $146,193 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $610,576 | TotalAssetsBOYAmt |
| Total Assets EOY | $563,682 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,156,827 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,395,943 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,513,054 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$2,785,367 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$2,949,372 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $610,576 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $563,682 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $610,576 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $563,682 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $610,576 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$46,894 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $563,682 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $563,682 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (47 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| ABBVIE INC. | 2001-01-01 | 2025-11-05 | $9,478 | $6,337 | $3,141 | $3,141 | |
| ALIGN TECHNOLOGY INC | 2025-03-14 | 2025-09-18 | $8,470 | $10,734 | -$2,264 | -$2,264 | |
| APPLE INC | 2001-01-01 | 2025-11-05 | $11,596 | $1,482 | $10,114 | $10,114 | |
| BROADCOM, INC. | 2001-01-01 | 2025-11-05 | $4,343 | $1,496 | $2,847 | $2,847 | |
| COSTCO WHOLESALE CORP | 2001-01-01 | 2025-11-05 | $9,420 | $3,653 | $5,767 | $5,767 | |
| DR HORTON | 2001-01-01 | 2025-07-07 | $13,147 | $11,612 | $1,535 | $1,535 | |
| DR HORTON | 2025-01-01 | 2025-07-09 | $94 | $94 | $0 | $0 | |
| DOCUSIGN INC | 2025-01-01 | 2025-09-18 | $12,764 | $13,295 | -$531 | -$531 | |
| DOXIMITY INC | 2025-09-24 | 2025-11-12 | $8,973 | $13,045 | -$4,072 | -$4,072 | |
| GLOBUS MEDICAL INC. | 2025-01-01 | 2025-09-12 | $14,735 | $17,145 | -$2,410 | -$2,410 | |
| HOME DEPOT INC | 2001-01-01 | 2025-11-05 | $5,243 | $4,252 | $991 | $991 | |
| JOHNSON & JOHNSON | 2001-01-01 | 2025-11-05 | $6,711 | $5,833 | $878 | $878 | |
| MICROSOFT CORP | 2001-01-01 | 2025-11-05 | $13,235 | $2,691 | $10,544 | $10,544 | |
| MONOLITHIC POWER SYSTEM INC | 2025-01-01 | 2025-11-05 | $4,962 | $3,072 | $1,890 | $1,890 | |
| NEXTERA ENERGY INC. | 2001-01-01 | 2025-11-05 | $4,855 | $4,356 | $499 | $499 | |
| NVIDIA CORP | 2021-07-22 | 2025-08-07 | $11,523 | $1,234 | $10,289 | $10,289 | |
| NVIDIA CORP | 2001-01-01 | 2025-11-05 | $20,136 | $2,017 | $18,119 | $18,119 | |
| PALANTIR TECHNOLOGIES | 2025-01-24 | 2025-11-05 | $4,620 | $2,039 | $2,581 | $2,581 | |
| PARKER HANNIFIN CORP | 2001-01-01 | 2025-11-05 | $7,746 | $2,564 | $5,182 | $5,182 | |
| SOLSTICE ADVANCED MATERIALS, INC. | 2013-01-17 | 2025-11-05 | $6 | $2 | $4 | $4 | |
| TEXAS PACIFIC LAND CORP | 2024-05-08 | 2025-11-05 | $6,511 | $3,955 | $2,556 | $2,556 | |
| UNITED PARCEL SERVICE | 2025-01-01 | 2025-09-24 | $12,784 | $15,250 | -$2,466 | -$2,466 | |
| UNITED PARCEL SERVICE | 2025-09-04 | 2025-09-26 | $73 | $75 | -$2 | -$2 | |
| VEEVA SYSTEMS INC | 2024-08-26 | 2025-11-05 | $4,427 | $2,993 | $1,434 | $1,434 | |
| ARCH CAPITAL GROUP | 2024-04-26 | 2025-09-25 | $5,560 | $5,678 | -$118 | -$118 | |
| GROWTH FUND OF AMERICA | 2001-01-01 | 2025-11-05 | $21,000 | $14,990 | $6,010 | $6,010 | |
| APPLE INC. | 2010-12-14 | 2026-05-12 | $10,279 | $401 | $9,878 | $9,878 | |
| ARES CAPITAL CORP | 2025-01-01 | 2026-03-24 | $10,347 | $11,997 | -$1,650 | -$1,650 | |
| ARES CAPITAL CORP | 2025-12-30 | 2026-03-26 | $14 | $15 | -$1 | -$1 | |
| BROADCOM INC. | 2024-01-17 | 2026-05-12 | $6,238 | $1,655 | $4,583 | $4,583 | |
| COPART, INC. | 2021-03-31 | 2026-06-04 | $14,170 | $12,572 | $1,598 | $1,598 | |
| GRACO, INC. | 2001-01-01 | 2026-05-19 | $17,861 | $16,108 | $1,753 | $1,753 | |
| GRACO, INC. | 2026-05-06 | 2026-05-21 | $42 | $45 | -$3 | -$3 | |
| GREIF, INC. | 2001-01-01 | 2026-03-24 | $22,577 | $19,709 | $2,868 | $2,868 | |
| GREIF, INC. | 2026-01-02 | 2026-03-26 | $43 | $44 | -$1 | -$1 | |
| HONEYWELL INT'L INC. | 2013-01-17 | 2026-06-30 | $77 | $42 | $35 | $35 | |
| MONOLITHIC POWER SYSTEM INC | 2024-11-13 | 2026-05-12 | $7,789 | $3,044 | $4,745 | $4,745 | |
| NVIDIA CORP | 2021-07-22 | 2026-01-22 | $18,598 | $1,959 | $16,639 | $16,639 | |
| NVIDIA CORP | 2021-07-22 | 2026-05-12 | $10,820 | $979 | $9,841 | $9,841 | |
| ORACLE CORP | 2025-09-12 | 2026-01-06 | $6,755 | $10,347 | -$3,592 | -$3,592 | |
| ORACLE CORP | 2025-10-23 | 2026-01-08 | $12 | $18 | -$6 | -$6 | |
| TRACTOR SUPPLY CO. | 2001-01-01 | 2026-05-19 | $8,438 | $10,376 | -$1,938 | -$1,938 | |
| TRACTOR SUPPLY CO. | 2026-03-10 | 2026-05-21 | $29 | $46 | -$17 | -$17 | |
| ARCH CAPITAL GROUP | 2024-01-01 | 2026-01-14 | $18,269 | $18,405 | -$136 | -$136 | |
| ARCH CAPITAL GROUP | 2024-12-04 | 2026-01-16 | $58 | $61 | -$3 | -$3 | |
| FIDELITY INVT MONEY MARKET GOVT | 2025-11-06 | 2026-05-20 | $96,750 | $96,750 | $0 | $0 | |
| CAPITAL GAINS DIVIDENDS | $4,820 | $4,820 | $4,820 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $121,931 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,873 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,873 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,873 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,800 | 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 | $1,800 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $73 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID SCHRADE CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3309669400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4774 MUNSON STREET NW 402 | AddressLine1Txt |
| City | CANTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44718 | 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 |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID SCHRADE | ||||||||
| 4774 MUNSON STREET NW SUITE 402 | CANTON | OH | 44718 | PRESIDENT & TREASURER | 4.00 | $0 | $0 | $0 |
| MICHAEL SWEENEY | ||||||||
| 1287 OAK KNOLL DRIVE | AKRON | OH | 44333 | SECRETARY | 1.00 | $1,512 | $0 | $0 |
| RICHARD WILKOF | ||||||||
| 718 JEFFERSON AVE | NEW ORLEANS | LA | 70115 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| DANIELLE FRYE KRUGLIAK WILKINS CO | ||||||||
| 4775 MUNSON STREET NW | CANTON | OH | 44718 | SECRETARY | 1.00 | $2,015 | $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 | $1,213,484 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,707 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,222,191 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,222,191 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,333 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,203,858 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $60,193 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $60,193 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,873 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,873 | TotalTaxAmt |
| Distributable Before Adj | $58,320 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $58,320 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $58,320 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $170,750 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $170,750 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $58,320 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $56,862 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $73,198 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $56,063 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $120,276 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $91,254 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $397,653 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $170,750 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $58,320 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $112,430 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $510,083 | 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 | $56,862 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $453,221 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $73,198 | ExcessFromYear4Amt |
| Excess From Year3 | $56,063 | ExcessFromYear3Amt |
| Excess From Year2 | $120,276 | ExcessFromYear2Amt |
| Excess From Year1 | $91,254 | ExcessFromYear1Amt |
| Excess From Current Year | $112,430 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | EDWARD RUTH WILKOF FOUNDATION DAVID | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4774 MUNSON STREET NW SUITE 402 | AddressLine1Txt |
| City | CANTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44718 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3309669400 | RecipientPhoneNum |
| Form And Info And Materials | COMPLETE INFORMATION & MATERIAL RELATING TO REQUEST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO | SubmissionDeadlinesTxt |
| Restrictions On Awards | DONEE MUST HAVE EXEMPT STATUS AS DETERMINED BY THE IRS | RestrictionsOnAwardsTxt |
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 | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AKRON-CANTON REGIONAL FOOD BANK | ||||||||
| 350 OPPORTUNITY PARKWAY | AKRON | OH | 44307 | THIRD PARTIES | PC | FOOD FOR NEEDY | $1,000 | |
| ARTS IN STARK | ||||||||
| 1001 MARKET AVE N | CANTON | OH | 44702 | THIRD PARTIES | PC | CULTURAL PROGRAMS | $1,000 | |
| BAYLOR SCOTT & WHITE DALLAS FOUNDATION | ||||||||
| 301 N WASHINGTON AVE | DALLAS | TX | 75246 | THIRD PARTIES | PF | MEDICAL RESEARCH | $4,000 | |
| BERNARD & SANFORD WILKOF POST #73 | ||||||||
| 432 30TH ST NW | CANTON | OH | 44709 | THIRD PARTIES | PC | CURRENT NEEDS | $1,250 | |
| CANTON JEWISH COMMUNITY FEDERATION | ||||||||
| 432 30TH ST NW | CANTON | OH | 44709 | THIRD PARTIES | PC | COMMUNITY PROGRAMS | $1,000 | |
| CLEVELAND CLINIC FOUNDATION | ||||||||
| PO BOX 931517 | CLEVELAND | OH | 44193 | THIRD PARTIES | PF | MEDICAL RESEARCH | $20,000 | |
| CLEVELAND ORCHESTRA | ||||||||
| 11001 EUCLID AVE | CLEVELAND | OH | 44106 | THIRD PARTIES | PC | YOUTH CHORUS | $12,000 | |
| FLORIDA CENTER FOR EARLY CHILDHOOD | ||||||||
| 4610 17TH ST | SARASOTA | FL | 34235 | THIRD PARTIES | PC | CHILD AND FAMILY DEVELOPMENT | $1,500 | |
| FRIENDS OF WWOZ INC | ||||||||
| PO BOX 51840 | NEW ORLEANS | LA | 70151 | THIRD PARTIES | PC | CULTURAL PROGRAMS | $35,000 | |
| J STREET EDUCATION FUND | ||||||||
| PO BOX 66073 | WASHINGTON | DC | 20035 | THIRD PARTIES | PC | EDUCATIONAL PROGRAMS | $12,000 | |
| JEWISH FEDERATION OF GREATER NEW ORLEANS | ||||||||
| 3747 W ESPLANADE AVE | METAIRIE | LA | 70002 | THIRD PARTIES | PC | COMMUNITY PROGRAMS | $1,000 | |
| NEW ORLEANS JAZZ & HERITAGE FESTIVAL FOUNDATION INC | ||||||||
| 1205 NORTH RAMPERT ST | NEW ORLEANS | LA | 70116 | THIRD PARTIES | PC | CULTURAL PROGRAMS | $25,000 | |
| ROTARY CLUB OF CANTON | ||||||||
| PO BOX 8300 | CANTON | OH | 44711 | THIRD PARTIES | PC | ENDOWMENT FUND | $1,000 | |
| SOUTHERN POVERTY LAW CENTER | ||||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | THIRD PARTIES | PC | COMMUNITY PROGRAMS | $10,000 | |
| STARK COUNTY HUNGER TASK FORCE | ||||||||
| 408 9TH ST SW | CANTON | OH | 44707 | THIRD PARTIES | PC | FOOD FOR NEEDY | $1,000 | |
| TEMPLE ISRAEL | ||||||||
| 432 30TH ST NW | CANTON | OH | 44709 | THIRD PARTIES | PC | COMMUNITY PROGRAMS | $1,000 | |
| THE ELLA PROJECT | ||||||||
| 400 ESPLANADE AVE | NEW ORLEANS | LA | 70116 | THIRD PARTIES | PC | CULTURAL PROGRAMS | $7,500 | |
| THE ROOTS OF MUSIC | ||||||||
| 1020 N PRIEUR ST | NEW ORLEANS | LA | 70116 | THIRD PARTIES | PC | CULTURAL PROGRAMS | $10,000 | |
| UNITED WAY OF GREATER STARK COUNTY | ||||||||
| 401 MARKET AVE NORTH SUITE 300 | CANTON | OH | 44702 | THIRD PARTIES | PC | COMMUNITY PROGRAMS | $1,000 | |
| US HOLOCAUST MEMORIAL MUSEUM | ||||||||
| 100 RAOUL WALLENBERG PLACE SW | WASHINGTON | DC | 20024 | THIRD PARTIES | PC | HOLOCAUST HISTORY & MEMORIAL | $7,500 | |
| WORLD CENTRAL KITCHEN | ||||||||
| PO BOX 96538 | WASHINGTON | DC | 20090 | THIRD PARTIES | PC | FOOD FOR NEEDY | $10,000 | |
| PROPUBLICA | ||||||||
| 155 AVENUE OF THE AMERICAS 13TH | NEW YORK | NY | 10013 | THIRD PARTY | PC | INVESTIGATIVE JOURNALISM | $1,000 | FLOOR |
| THE SARASOTA PLAYERS | ||||||||
| 1400 BLVD OF THE ARTS SUITE 200 | SARASOTA | FL | 34236 | THIRD PARTY | PC | CULTURAL PROGRAMS | $1,000 | |
| AULTMAN HEALTH FOUNDATION | ||||||||
| 2600 SIXTH STREET SW | CANTON | OH | 44710 | THIRD PARTY | PC | MEDICAL SCHOLARSHIPS | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $170,750 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,538 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $121,931 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $142,490 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $142,490 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11 | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCKS | StockNm |
| EOY Book Value | $425,375 | EOYBookValueAmt |
| EOYFMV | $985,530 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $113,203 | BookValueAmt |
| EOYFMV | $146,193 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,193 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FILING FEES - STATE OF OHIO | Desc |
| Revenue And Expenses Per Books | $200 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $6,013 | Amt |
| Net Investment Income | $6,013 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES ON INCOME | $1,692 | $1,692 | $0 |
| FOREIGN TAXES PAID | $9 | $9 | $0 |