2024-04-18T09:13:14-05:00 2023-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2023-01-01 832108689 Haushalter Family Foundation % Haushalter Family Foundation HAUS 8008391754 13670 Highway 68 South Kenton OH 43326 SHERYL HAUSHALTER TREASURER 4196744152 2024-04-11 true SHERYL HAUSHALTER 999009999 true Jeffrey D Haskell P01345770 8008391754 2023 2023-04-26 12:10:37Z X 2784810 X 630012 714 714 74511 74511 -5691 82692 0 699546 75225 0 1748 0 0 1748 16494 16494 823 15276 15276 34341 16494 0 17024 252882 252039 287223 16494 0 269063 412323 58731 71525 100576 100576 2278552 2661824 2684234 2350077 2762400 2784810 0 0 X 2350077 2762400 2350077 2762400 2350077 2762400 2350077 412323 2762400 2762400 Publicly-traded Securities 82692 88383 -5691 -5691 -5691 816 816 816 600 0 600 X 0 216 false false false false false false false true true OH true false false false false true Haushalter Family Foundation 4196744152 13670 Highway 68 South Kenton OH 43326 false false true false false false false false false false false false false false false true false false false false false false false Mark Fissel 13670 Highway 68 South Kenton OH 43326 Dir, Sec 1.0 0 0 0 Joan Haushalter 13670 Highway 68 South Kenton OH 43326 Dir, Pres 1.0 0 0 0 Nikki Haushalter 13670 Highway 68 South Kenton OH 43326 Dir, VP, Sec 1.0 0 0 0 Sherri Haushalter 13670 Highway 68 South Kenton OH 43326 Dir, Treas 1.0 0 0 0 2492349 97598 0 2589947 0 2589947 38849 2551098 127555 127555 816 816 126739 126739 126739 269063 0 843 0 0 269906 126739 2021 2020 2019 99063 197266 144004 139083 579416 269906 126739 143167 722583 0 722583 99063 197266 144004 139083 143167 Joan Haushalter Nikki Haushalter Sherri Haushalter X 50 NORTH 339 E MELROSE AVE FINDLAY OH 45840 N/A PC Expansion Fund 5000 ALLIANCE DEFENDING FREEDOM 15100 N 90TH ST SCOTTSDALE AZ 85260 N/A PC General & Unrestricted 500 Apollo Career Center 3325 SHAWNEE RD Lima OH 45806 N/A GOV Caleb Pulfer Adult HVAC Scholarship Fund 1000 BELLEFONTAINE HIGH SCHOOL 555 E LAKE AVE BELLEFONTAINE OH 43311 N/A GOV For a BHS student to attend HOBY 275 Bellefontaine Middle School 1201 LUDLOW RD Bellefontaine OH 43311 N/A GOV VexIQ Robotics Team 1500 CAMPUS CRUSADE FOR CHRIST INC 100 LAKE HART DR 2400 ORLANDO FL 32832 N/A PC General Support of Program Digital Communications 1200 CEDAR CREEK COMMUNITY CHURCH 29129 LIME CITY RD PERRYSBURG OH 43551 N/A PC Camp Funds for Findlay Campus Children 5000 CHARITY NAVIGATOR PO BOX 4009 HARLAN IA 51593 N/A PC General & Unrestricted 500 D S Hernandez CLARK TECHNICAL COLLEGE SCHOLARSHIP 570 E LEFFEL LN SPRINGFIELD OH 45505 None I Scholarship Grant 4204 DOLLARS FOR SCHOLARSHIPS 116 E FRANKLIN ST KENTON OH 43326 N/A PC Kenton Senior High Scholarship Fund 1000 DOLLY PARTONS IMAGINATION LIBRARY -HARDIN COUNTY PO BOX 806 KENTON OH 43326 N/A PC General & Unrestricted 1000 ELKS NATIONAL FOUNDATION INC 2750 N LAKEVIEW AVE CHICAGO IL 60614 N/A PC Veterans Program 500 FEARLESS ROBOTICS 425 E SANDUSKY AVE BELLEFONTAINE OH 43311 N/A PC General & Unrestricted 1000 FIELDON UNITED CHURCH OF CHRIST 205 S 1ST ST PO BOX 70 FIELDON IL 62052 N/A PC cemetary maintenance fund 250 FIELDON UNITED CHURCH OF CHRIST 205 S 1ST ST PO BOX 70 FIELDON IL 62052 N/A PC General & Unrestricted 250 FINDLAY HOPE HOUSE FOR THE HOMELESS INC 1800 N BLANCHARD ST STE 106 FINDLAY OH 45840 N/A PC General & Unrestricted 5000 FIRST UNITED METHODIST CHURCH 234 N MAIN ST KENTON OH 43326 N/A PC General & Unrestricted 5000 D S Hernandez FRANKLIN UNIVERSITY 201 S GRANT AVE COLUMBUS OH 43215 None I Scholarship Grant 5796 GREEN HILLS FOUNDATION 6557 US HWY 68 S WEST LIBERTY OH 43357 N/A SO II Mission Week 48th Anniversary "Under Construction" Theme 500 GREEN HILLS FOUNDATION 6557 US HWY 68 S WEST LIBERTY OH 43357 N/A SO II Holiday Wreath Project 300 GUARDIAN ANGELS MEDICAL SERVICE DOGS INC 3251 NE 180TH AVE WILLISTON FL 32696 N/A PC General & Unrestricted 2000 HABITAT FOR HUMANITY INC 1200 COMMERCE PKWY FINDLAY OH 45840 N/A PC Charitable Event 1000 HANCOCK COUNTY PERFORMING ARTS CENTER 200 W MAIN CROSS ST FINDLAY OH 45840 N/A PC Endowment Society at Marathon Center for the Performing Arts 10000 HARDIN COUNTY COMMUNITY FOUNDATION PO BOX 343 KENTON OH 43326 N/A PC General & Unrestricted 500 HEARTBEAT OF HARDIN COUNTY 220 E FRANKLIN ST KENTON OH 43326 N/A PC General & Unrestricted 1000 HEIFER INTERNATIONAL FOUNDATION PO BOX 727 LITTLE ROCK AR 72203 N/A PC General & Unrestricted 500 HI-POINT YOUTH SPORTS 135 N DETROIT ST BELLEFONTAINE OH 43311 N/A PC 2024 Bellefontaine Chiefs 12U Baseball Team 1000 INDIAN LAKE DEVELOPMENT CORPORATION PO BOX 103 RUSSELLS PT OH 43348 N/A PC General & Unrestricted 500 INDIAN LAKE WATERSHED PROJECT 324 COUNTY RD 11 BELLEFONTAINE OH 43311 N/A PC General & Unrestricted 500 JUDICIAL WATCH INC 425 3RD ST SW STE 800 WASHINGTON DC 20024 N/A PC General & Unrestricted 500 Kenton High School 200 HARDING AVE Kenton OH 43326 N/A GOV HOBY conference support fund 790 LAKE OF LIGHTS 321 N CHERRY ST KENTON OH 43326 N/A PC General & Unrestricted 500 LAW ENFORCEMENT FOUNDATION INC 6277 RIVERSIDE DR 1S DUBLIN OH 43017 N/A PC General & Unrestricted 1000 LEADERSHIP INSTITUTE 1101 N HIGHLAND ST ARLINGTON VA 22201 N/A PC General & Unrestricted 500 LITTLE LEAGUE BASEBALL INC PO BOX 1 KENTON OH 43326 N/A PC Infield Refurbishing Project 5000 LOGAN COUNTY CANCER SOCIETY INC 205 E PALMER RD BELLEFONTAINE OH 43311 N/A PC General & Unrestricted 500 LOGAN COUNTY EDUCATION FOUNDATION 1973 STATE RTE 47 W BELLEFONTAINE OH 43311 N/A PC Phil Forsythe Scholarship Fund 2500 LOGAN COUNTY EDUCATION FOUNDATION 1973 STATE RTE 47 W BELLEFONTAINE OH 43311 N/A PC #RippleEffect Fund 550 LOGAN COUNTY HISTORICAL SOCIETY 521 E COLUMBUS AVE BELLEFONTAINE OH 43311 N/A PC General & Unrestricted 250 LOGAN COUNTY LANDMARK PRESERVATION INC 127 E COLUMBUS AVE BELLEFONTAINE OH 43311 N/A PC Light Up The Holland Marquee Campaign 2000 LUTHERAN COMMUNITY SERVICES INC 820 W SANDUSKY AVE BELLEFONTAINE OH 43311 N/A PC to purchase Cooler, Freezer, Pantry Storage Racks and Deep Freeze in Food Pantry 3000 MARY RUTAN FOUNDATION 205 E PALMER RD BELLEFONTAINE OH 43311 N/A SO I Purchase of new Magnetic Resonance Imaging (MRI) Unit 1000 MOOSE CHARITIES INC 155 S INTERNATIONAL DR MOOSEHEART IL 60539 N/A PC General & Unrestricted 500 MOOSE CHARITIES INC 155 S INTERNATIONAL DR MOOSEHEART IL 60539 N/A PC Mooseheart Children fund 500 OHIO FOUNDATION OF INDEPENDENT COLLEGES INC 250 E BROAD ST STE 1700 COLUMBUS OH 43215 N/A PC Logan County Founders Club 1000 OHIO HI POINT 2280 STATE RTE 540 BELLEFONTAINE OH 43311 N/A GOV A.S.P.I.R.E. Champions Fund 1000 OHIO NORTHERN UNIVERSITY 525 SOUTH MAIN ST ADA OH 45810 N/A PC Dicke Business College 2500 OHIO NORTHERN UNIVERSITY 525 SOUTH MAIN ST ADA OH 45810 N/A PC Dicke Business College, Finance Lab 50000 OHIO NORTHERN UNIVERSITY 525 SOUTH MAIN ST ADA OH 45810 N/A PC Charitable Event 1250 OHIO-WEST VIRGINIA YOUTH LEADERSHIP ASSOCIATION 3309 HORSESHOE RUN RD PARSONS WV 26287 N/A PC Camp Horseshoe 2000 L Murphy OWENS COMMUNITY COLLEGE 30335 OREGON RD PERRYSBURG OH 43551 None I Scholarship Grant 1000 PRESENCE POINT INC 2036 NEVADA CITY HWY STE 78 GRASS VALLEY CA 95945 N/A PC General & Unrestricted 1000 RIDGEMONT YOUTH SUMMER SPORTS ASSOCIATION PO BOX 247 MOUNT VICTORY OH 43340 N/A PC General & Unrestricted 500 SARAS GARDEN-THE SARA JOY RYCHENER- BURKHOLDER HYP PO BOX 150 WAUSEON OH 43567 N/A PC Hyperbaric Therapy Scholarship Fund 6000 SAVE THE CHILDREN FEDERATION INC 501 KINGS HWY EAST STE 400 FAIRFIELD CT 06825 N/A PC Sponsored Child Program 252 SAVE THE CHILDREN FEDERATION INC 501 KINGS HWY EAST STE 400 FAIRFIELD CT 06825 N/A PC Sponsored Child Program 222 SIGMA CHI FOUNDATION 1714 HINMAN AVE EVANSTON IL 60201 N/A PC Theta Eta Chapter at Missouri S&T Scholarship Fund 2000 SMILE TRAIN INC PO BOX 96231 WASHINGTON DC 20090 N/A PC General & Unrestricted 250 THE CHILDRENS MENTORING CONNECTION OF HANCOCK COUN 1800 N BLANCHARD ST FINDLAY OH 45840 N/A PC General & Unrestricted 5000 THE FINDLAY-HANCOCK COUNTY COMMUNITY FOUNDATION 101 W SANDUSKY ST STE 207 FINDLAY OH 45840 N/A PC Van Buren Schools Foundation Education Fund Scholarship Fund 1000 THE KENTON CITY SCHOOLS EXCELLENCE FOR EDUCATION F 22267 STATE RTE 309 KENTON OH 43326 N/A PC Female students studying Mathematics, Economics, Statistics, Finance, Actuarial Science, Accounting, Data Analytics or Computer Science Scholarship Fund 10000 THE KENTON CITY SCHOOLS EXCELLENCE FOR EDUCATION F 22267 STATE RTE 309 KENTON OH 43326 N/A PC Students going to colleges/universities outside of Ohio Scholarship Fund 10000 THE OHIO STATE UNIVERSITY PO BOX 183248 COLUMBUS OH 43218 N/A Other Scholarship Grant 5000 P Cox THE OHIO STATE UNIVERSITY - OFFICE PO BOX 183248 COLUMBUS OH 43218 None I Scholarship grant 10000 UNITED WAY OF LOGAN COUNTY INC 130 S MAIN ST STE 109 BELLEFONTAINE OH 43311 N/A PC General & Unrestricted 500 WEST OHIO FOOD BANK PO BOX 1566 LIMA OH 45802 N/A PC General & Unrestricted 3000 WORLD VISION PO BOX 9716 FEDERAL WAY WA 98063 N/A PC General & Unrestricted 500 S S Henry WRIGHT STATE UNIVERSITY FOUNDATION 3640 COLONEL GLENN HWY DAYTON OH 45435 none I Scholarship Grant 10000 YOUTH FOR CHRIST INTERNATIONAL MINISTRIES 7670 S VAUGHN CT ENGLEWOOD CO 80112 N/A PC General & Unrestricted 1200 YOUTH FOR CHRIST USA INC PO BOX 4478 ENGLEWOOD CO 80155 N/A PC General & Unrestricted 25000 YOUTH FOR CHRIST USA INC PO BOX 514 FINDLAY OH 45839 N/A PC General & Unrestricted 21000 YOUTH FOR CHRIST USA INC PO BOX 514 FINDLAY OH 45839 N/A PC Youth For Christ Foundation 5000 HUGH OBRIAN YOUTH LEADERSHIP - ROUTES TO SUCCESS PO BOX 283 BELLEFONTAINE OH 43311 N/A PC General & Unrestricted - see general explanation 843 252882 14 714 14 74511 18 -5691 69534 69534 false false false false false false false false false false X X 1 Haushalter Joan 1400 Turner Road Bellefontaine OH 43311 210004 X 2 Haushalter Nikki 16391 Lindsey Drive Kenton OH 43326 210004 X 3 Haushalter Sherri 307 Pheasant Run Lane Findlay OH 45840 210004 X IN-KIND GRANTS PART I LINE 25 AND PART XIV LINE 3A DISTRIBUTIONS OF PROPERTY VALUE AT FAIR MARKET VALUE AT DATE OF DISTRIBUTION METHOD FOR DETERMINING VALUE OF SCHOOL SUPPLIES : PURCHASE PRICE TOTAL FAIR MARKET VALUE OF PROPERTY: $843 TOTAL BOOK VALUE OF PROPERTY: $843 TOTAL CASH PORTION OF GRANTS: $- TOTAL AMOUNT OF GRANTS: $843 FORM 990-PF, PART III, LINE 3 - OTHER INCREASES/DECREASES: $- DETAILS OF ITEMS GRANTED: DESCRIPTION OF PROPERTY: Wristbands UNITS: 225 DATE OF DISTRIBUTION: 5/5/2023 GRANT RECIPIENT: Hugh O'Brien Youth Leadership FMV OF PROPERTY: $232 BOOK VALUE OF PROPERTY: $232 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $232 DESCRIPTION OF PROPERTY: Backpacks UNITS: 270 DATE OF DISTRIBUTION: 5/5/2023 GRANT RECIPIENT: Hugh O'Brien Youth Leadership FMV OF PROPERTY: $508 BOOK VALUE OF PROPERTY: $508 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $508 DESCRIPTION OF PROPERTY: Stationary UNITS: 200 DATE OF DISTRIBUTION: 5/5/2023 GRANT RECIPIENT: Hugh O'Brien Youth Leadership FMV OF PROPERTY: $103 BOOK VALUE OF PROPERTY: $103 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $103 FORM 990-PF, PARTS I AND XIV FORM 990-PF, PARTS I AND XIV TOTAL PART I, LINE 25, COLUMN (A) AND PART XIV, LINE 3A: $252,882 LESS AMOUNT NOT TREATED AS QUALIFYING DISTRIBUTION: $843 TOTAL PART I, LINE 25, COLUMN (D): $252,039 CHARLES SCHWAB INTRNTNL EQ 664550 682392 FRANKLIN FLOATING RATE DAILY A 174286 174876 ISHARES CORE US REIT ETF 124475 118406 SCHWAB STRATEGIC TR US LARGE C 245180 251098 SCHWAB U.S. SMALL-CA 42155 51303 SCHWAB US BROAD MARKET 549074 601960 SPDR PORTFOLIO SMALL CAP ETF 234542 236672 VANGUARD INTERMEDIATE TERM COR 623070 562620 VANGUARD SM-CAP ETF 4492 4907 Document Review/Drafting 1748 1748 Administrative Fees 14046 14046 INDEMNIFICATION INSURANCE 994 994 Postage/Delivery Service 36 36 State or Local Filing Fees 200 200 Investment Management Services 16494 16494 990-PF Estimated Tax for 2023 600 990-PF Excise Tax for 2022 223