ASHTABULA FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ASHTABULA FOUNDATION (EIN 34-6538130)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-14
- IRS object ID
- 202431359349101008
- Schema version
- 2023v5.0
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-14T07:29:00-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 463004069 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SNODGRASS OF NE OHIO INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4820 STATE ROAD | AddressLine1Txt |
| City | ASHTABULA | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 346538130 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ASHTABULA FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ASHT | BusinessNameControlTxt |
| Phone | 4409926818 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4510 COLLINS BLVD | AddressLine1Txt |
| City | ASHTABULA | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44004 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROGER CORLETT | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4409926818 | PhoneNum |
| Signature | 2024-04-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROGER | PersonFirstNm |
| Person Last | CORLETT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEN BOGARDUS CPA | PreparerPersonNm |
| PTIN | P00627376 | PTIN |
| Phone | 4409932142 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $21,838,053 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,118,848 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $521,493 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $475,840 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$71,395 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,628,429 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Incm Modifications Adj Net Incm | $189,657 | IncmModificationsAdjNetIncmAmt |
| Total Rev And Expnss | $1,568,946 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $475,840 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $189,657 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $62,430 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $15,608 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $46,823 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $1,397 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $349 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,048 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $26,444 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,611 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $19,833 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $99,784 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $99,784 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,912 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,228 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $3,684 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $8,053 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $23,442 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $5,861 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $17,582 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,848 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $712 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,136 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $40,645 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,162 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $30,484 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $269,955 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $140,315 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $121,590 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $999,391 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $999,391 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,269,346 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $140,315 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,120,981 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $299,600 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $335,525 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $189,657 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $63,363 | CashBOYAmt |
| Cash EOY | $59,071 | CashEOYAmt |
| Cash EOYFMV | $59,071 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $549,186 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $549,186 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $11,158 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $218 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $218 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $6,073,152 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,612,688 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,612,688 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $12,751,436 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $15,604,810 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $15,604,810 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $52,858 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $46,047 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $6,302 | LandBOYAmt |
| Land EOY | $6,811 | LandEOYAmt |
| Land EOYFMV | $6,811 | LandEOYFMVAmt |
| Other Assets BOY | $3,004 | OtherAssetsBOYAmt |
| Other Assets EOY | $5,269 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,269 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $18,908,415 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,838,053 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $21,838,053 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $2,313 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,707 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,313 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,707 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $13,856,593 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $16,120,534 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $5,049,509 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $5,715,812 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,906,102 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $21,836,346 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,908,415 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $21,838,053 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,906,102 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $299,600 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,630,644 | OtherIncreasesAmt |
| Subtotal | $21,836,346 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $21,836,346 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| DESIGNATED FUNDS- DETAILS AVAILABLE UPON REQUEST | P | $1,725,631 | $1,821,995 | -$96,364 | -$96,364 |
| UNDESIGNATED FUNDS- DETAILS AVAILABLE UPON REQUEST | P | $5,390,360 | $5,606,430 | -$216,070 | -$216,070 |
| RISING SCHOLARS- DETAILS AVAILABLE UPON REQUEST | P | $249,455 | $271,399 | -$21,944 | -$21,944 |
| CAPITAL GAINS DIVIDENDS | P | $262,983 | $262,983 | $262,983 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$71,395 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,664 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,664 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,664 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,299 | 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 | $8,299 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,635 | OverpaymentAmt |
| Applied To ES Tax | $3,635 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | WWW.ASHTABULAFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | KELLEY L KATON | IndividualWithBooksNm |
| Phone | 4409926818 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4510 COLLINS BLVD SUITE 6 | AddressLine1Txt |
| City | ASHTABULA | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44004 | 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 (11 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 |
|---|---|---|---|---|---|---|---|---|
| CAROLYN TURK | ||||||||
| BOX 101 | ORWELL | OH | 44076 | PRESIDENT/DIRECTOR | 2.00 | $0 | $0 | $0 |
| TIM GREEN | ||||||||
| 4311 LAKE ROAD | CONNEAUT | OH | 44030 | VICE PRESIDENT/DIRECTOR | 2.00 | $0 | $0 | $0 |
| ROGER CORLETT | ||||||||
| 2676 LEE ROAD | ASHTABULA | OH | 44004 | TREASURER/DIRECTOR | 2.00 | $0 | $0 | $0 |
| LYNN ZALEWSKI | ||||||||
| 7331 SOUTH RIDGE RD EAST | GENEVA | OH | 44041 | SECRETARY/DIRECTOR | 2.00 | $0 | $0 | $0 |
| DR JEROME R BROCKWAY | ||||||||
| 1565 STATE ROUTE 167 | JEFFERSON | OH | 44047 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| RICK COBLITZ | ||||||||
| 5610 MAIN AVE | ASHTABULA | OH | 44004 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| JOSEPH A MISINEC JR | ||||||||
| 3551 DEER CREEK PALLADIAN CIRCLE | DEERFIELD BEACH | FL | 33442 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| CHERYLE CHIARAMONTE | ||||||||
| 3881 AUSTINBURG ROAD | ASHTABULA | OH | 44004 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| J TROMBLEY KANICKI | ||||||||
| 6220 GREEN ROAD | ASHTABULA | OH | 44004 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| GLEN W WARNER | ||||||||
| 165 RIVER FALLS DRIVE | DUNCAN | SC | 29334 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| MICHELLE MCCLURE | ||||||||
| 3247 BRIANNA COURT | ASHTABULA | OH | 44004 | DIRECTOR | 2.00 | $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 | $20,155,604 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $69,541 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $20,225,145 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $20,225,145 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $303,377 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,921,768 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $996,088 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $996,088 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,664 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,664 | TotalTaxAmt |
| Distributable Before Adj | $991,424 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $189,657 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,181,081 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,181,081 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,120,981 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,120,981 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,181,081 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $111,725 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,120,981 | QualifyingDistributionsAmt |
| Applied To Year1 | $111,725 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,009,256 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $171,825 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ONLINE FORM | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4510 COLLINS BLVD | AddressLine1Txt |
| City | ASHTABULA | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4409926818 | RecipientPhoneNum |
| Recipient Email Address | ASHTABULAFDN@GMAIL.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | AMOUNT AND PURPOSE OF REQUEST AND PROOF THAT ORGANIZATION IS A QUALIFYING ORGANIZATION. THESE ARE STANDARD FORMS FOR SCHOLARSHIP PROGRAMS THAT MAY BE OBTAINED FROM FOUNDATION OFFICES. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | RELIGIOUS AND CHARITABLE PURPOSES PRIMARILY TO BENEFIT THE ASHTABULA OHIO AREA. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (72 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACMC | ||||||
| 2259 LAKE AVE | ASHTABULA | OH | 44004 | NONE | DESIGNATED GIFT- OPERATING FUNDS | $61,316 |
| ADDA | ||||||
| PO BOX 362 | ASHTABULA | OH | 440050362 | NONE | SPEAKER FUND | $500 |
| AFTER SCHOOL DISCOVERY | ||||||
| PO BOX 113 | ASHTABULA | OH | 44005 | NONE | TRANSPORTATION NEEDS | $15,653 |
| AMERICAN RED CROSS | ||||||
| 2747 EUCLID AVE | CLEVELAND | OH | 44115 | NONE | HOME FIRE PREVENTION | $20,000 |
| ASHTABULA ARTS CENTER | ||||||
| 2928 W 13TH ST | ASHTABULA | OH | 44004 | NONE | THEATRE TECHNICAL UPGRADES, SIDING REPAIR, PROGRAMMING | $22,429 |
| ASHTABULA COUNTY APL | ||||||
| 3970 GREEN ROAD | ASHTABULA | OH | 44004 | NONE | GENERAL DONATION | $2,366 |
| ASHTABULA COUNTY CHORAL MUSIC SOCIETY | ||||||
| PO BOX 472 | N KINGSVILLE | OH | 44068 | NONE | PROGRAMMING | $2,000 |
| ASHTABULA COUNTY COMMUNITY ACTION | ||||||
| 6920 AUSTINBURG RD | ASHTABULA | OH | 44004 | NONE | CAREER SUMMER CAMP, UPPER DEC MEAL PROVISIONS | $5,015 |
| ASHTABULA COUNTY CONCERTS OF PRAYER | ||||||
| PO BOX 925 | ASHTABULA | OH | 440050925 | NONE | 2023 PRAYER BREAKFAST | $1,200 |
| ASHTABULA COUNTY HISTORICAL SOCIETY | ||||||
| PO BOX 362 | JEFFERSON | OH | 44047 | NONE | BRIDGE TO HISTORY RENOVATIONS | $20,000 |
| ASHTABULA COUNTY YMCA | ||||||
| 2630 W 14 ST STE A | ASHTABULA | OH | 44004 | NONE | DESIGNATED GIFT- OPERATING FUNDS | $41,468 |
| BEATITUDE HOUSE | ||||||
| 238 TOD LANE | YOUNGSTOWN | OH | 44504 | NONE | RESTOCKING SUPPLIES AND TECHNOLOGICAL ENHANCEMENTS | $6,000 |
| BLESSINGS IN A BACKPACK | ||||||
| 4121 SHELBYVILLE | LOUISBILLE | KY | 40207 | NONE | WEEKEND FOOD FOR CHILDREN | $1,000 |
| CAMP WHITEWOOD | ||||||
| 7983 S WISWELL RD | WINDSOR | OH | 44099 | NONE | DAYCAMP BUILDING RENOVATIONS | $5,000 |
| CATHOLIC CHARITIES OF ASHTABULA COUNTY | ||||||
| 4200 PARK AVE 3RD FLOOR | ASHTABULA | OH | 44004 | NONE | AED DEVICE, HOMELESS PREVENTION, ST DYMPHNA EMERGENCY ASSISTANCE, HOMELESS SUPPLIES | $33,419 |
| CLEVELAND RAPE CRISIS CENTER | ||||||
| 5021 STATE RD | ASHTABULA | OH | 44004 | NONE | AWARENESS | $2,600 |
| CLUB AGAPE | ||||||
| 5205 MAIN AVE | ASHTABULA | OH | 44004 | NONE | ROOF REPAIRS | $18,000 |
| COMMUNITY COUNSELING CENTER | ||||||
| 2801 C COURT | ASHTABULA | OH | 44004 | NONE | PROGRAMMING | $11,088 |
| COMMUNITY IMPROVEMENT CORP OF GENEVA | ||||||
| 44 N FOREST ST | GENEVA | OH | 44041 | NONE | COMMUNITY MESSAGE SIGN PROJECT | $5,000 |
| CONNEAUT TOWNSHIP PARK COMMISSION | ||||||
| 480 LAKE RD | CONNEAUT | OH | 44030 | NONE | BEACH TABLES AND PERGOLA | $1,800 |
| CONVERSATION STATION | ||||||
| PO BOX 443 | ORWELL | OH | 44076 | NONE | BINGO SUPPLIES | $1,980 |
| COUNTRY NEIGHBOR PROGRAM INC | ||||||
| PO BOX 212 | ORWELL | OH | 44076 | NONE | FEED THE HOPE, GENERAL DONATIONS | $10,800 |
| CYNTHIA NYE MARSH HARTSGROVE PARK | ||||||
| 5762 US ROUTE 6 | ROME | OH | 44085 | NONE | GENERAL DONATION | $1,000 |
| FIRST CONGREGATIONAL UNITED CHURCH OF CHRIST | ||||||
| PO BOX 177 | ANDOVER | OH | 44003 | NONE | GENERAL DONATION | $2,000 |
| FIRST PRESBYTERIAN CHURCH | ||||||
| 4317 PARK AVE | ASHTABULA | OH | 44004 | NONE | ROOF REPAIR | $5,000 |
| FIRST UNITED METHODIST CHURCH | ||||||
| 4506 ELM AVE | ASHTABULA | OH | 44004 | NONE | ROOF PROJECT, SEWER REPLACEMENT | $29,970 |
| FRIENDS OF THE ASHTABULA COUNTY JUVENILE PROBATE COURT | ||||||
| 4717 MAIN AVE | ASHTABULA | OH | 44004 | NONE | PROGRAMMING | $2,500 |
| GENEVA FOOD PANTRY | ||||||
| 505 WEST MAIN | GENEVA | OH | 44041 | NONE | GENERAL DONATION | $4,500 |
| GIRL SCOUTS OF NE OHIO | ||||||
| 1 GIRL SCOUT WAY | MACEDONIA | OH | 44056 | NONE | SCOUTING PROGRAM | $5,000 |
| GO COMMUNITY DEVELOPMENT CENTER | ||||||
| PO BOX 1173 | ASHTABULA | OH | 44005 | NONE | GENERAL DONATION | $2,250 |
| GRAND VALLEY SCHOOLS | ||||||
| 111 GRAND VALLEY AVE STE A | ORWELL | OH | 44076 | NONE | MUSTANG STABLE | $7,750 |
| HARVEY SCHOLARSHIPS | ||||||
| 4510 COLLINS BOULEVARD SUITE 6 | ASHTABULA | OH | 44004 | NONE | SCHOLARSHIPS | $38,500 |
| HENDERSON MEMORIAL PUBLIC LIBRARY | ||||||
| 54 E JEFFERSON ST | JEFFERSON | OH | 44047 | NONE | GENERAL DONATION | $1,000 |
| HOMESAFE INC | ||||||
| PO BOX 702 | ASHTABULA | OH | 44004 | NONE | GENERAL DONATION | $2,000 |
| HOSPICE OF THE WESTERN RESERVE | ||||||
| 1166 LAKE AVE | ASHTABULA | OH | 44004 | NONE | GENERAL DONATION | $11,000 |
| HUBBARD HOUSE | ||||||
| 1603 WALNUT BLVD | ASHTABULA | OH | 44004 | NONE | GENERAL DONATION | $500 |
| JEFFERSON AREA LITTLE LEAGUE | ||||||
| 1250 N MARKET ST | JEFFERSON | OH | 44047 | NONE | REGIONAL TOURNAMENT | $2,904 |
| JEFFERSON COMMUNITY DEVELOPMENT CORP | ||||||
| 183 MAPLE ST | JEFFERSON | OH | 44047 | NONE | COMMUNITY GARDEN PROJECT | $10,000 |
| JEFFERSON HIGH SCHOOL | ||||||
| 207 W MULBERRY ST | JEFFERSON | OH | 44047 | NONE | ROBOTICS COMPETITION | $3,000 |
| JEFFERSON HISTORICAL SOCIETY | ||||||
| 42 E JEFFERSON ST | JEFFERSON | OH | 44047 | NONE | GENERAL DONATION | $250 |
| JEFFERSON YOUTH FOOTBALL LEAGUE | ||||||
| 121 SOUTH POPLAR ST | JEFFERSON | OH | 44047 | NONE | GENERAL DONATION | $1,500 |
| JUNIOR ACHIEVEMENT | ||||||
| PO BOX 2985 | ASHTABULA | OH | 44005 | NONE | K-12 PROGRAMS IN ASHTABULA COUNTY | $11,000 |
| KENT STATE UNIVERSITY RESEARCH CORP | ||||||
| 800 E SUMMIT ST | KENT | OH | 44242 | NONE | SIMULATION EDUCATION UPGRADE | $19,424 |
| KINGSVILLE PUBLIC LIBRARY | ||||||
| PO BOX 57 | KINGSVILLE | OH | 44048 | NONE | ROAR PROGRAM | $8,234 |
| LAKE AREA RECOVERY CENTER | ||||||
| 2801 C COURT | ASHTABULA | OH | 44004 | NONE | GENERAL DONATION | $250 |
| LAKESIDE SOCIETY FOR THE PERFORMING ART | ||||||
| 6600 SANBORN RD | ASHTABULA | OH | 44004 | NONE | PROGRAMMING | $4,790 |
| LEADERSHIP | ||||||
| PO BOX 643 | ASHTABULA | OH | 440050643 | NONE | EDUCATIONAL VIDEO PROJECT | $7,000 |
| LEGAL AID SOCIETY | ||||||
| 121 WALNUT STREET | JEFFERSON | OH | 44047 | NONE | HOUSING ANS ECONOMIC STABILITY FOR ASHTABULA COUNTY RESIDENTS | $13,000 |
| LIFEACT | ||||||
| 210 BELL ST | CHAGRIN FALLS | OH | 44022 | NONE | SUICIDE PREVENTION | $3,000 |
| LIGHTHOUSE HARVEST FOUNDATION | ||||||
| 2926 LAKE AVE | ASHTABULA | OH | 44004 | NONE | TO GO CONTAINERS FOR SENDING FOOD HOME | $500 |
| MIRACLE TEMPLE | ||||||
| 316 LAKE AVE | ASHTABULA | OH | 44004 | NONE | GENERAL DONATION | $1,000 |
| MY NEIGHBORHOOD COLLABORATIVE | ||||||
| 4901 MAIN AVENUE | ASHTABULA | OH | 44004 | NONE | FENCING | $600 |
| MYA WOMEN'S CENTER | ||||||
| 517 W PROSPECT RD STE D | ASHTABULA | OH | 44004 | NONE | ADVERTISING NEEDS | $7,940 |
| NE OHIO POLLINATOR SOCIETY | ||||||
| 39 WALL ST | JEFFERSON | OH | 44047 | NONE | PROGRAMMING | $3,500 |
| NEW LEAF CHILDCARE | ||||||
| 110 GATEWAY AVE | CONNEAUT | OH | 44030 | NONE | GENERAL DONATION | $1,000 |
| ORWELL RECREATION DISTRICT | ||||||
| 185 N MAPLE ST | ORWELL | OH | 44076 | NONE | GENERAL DONATION | $1,400 |
| OUR LADY OF PEACE PARISH | ||||||
| 3312 LAKE AVE | ASHTABULA | OH | 44004 | NONE | PARKING LOT PAVING, ROOF AND GENERAL MAINTENANCE, FOOD PANTRY | $100,724 |
| PARK PLACE NON-PROFIT CENTER | ||||||
| PO BOX 2838 | ASHTABULA | OH | 44005 | NONE | PROGRAMMING | $5,000 |
| PARK STREET CHRISTIAN CHURCH | ||||||
| 97 PARK ST | GENEVA | OH | 44041 | NONE | CEILING REPAIRS | $1,720 |
| PYMATUNUNG AREA YOUTH ORGANIZATION | ||||||
| PO BOX 562 | ANDOVER | OH | 44003 | NONE | GENERAL DONATION | $1,400 |
| SAINT JOHN SCHOOL | ||||||
| 7911 DEPOT ROAD | ASHTABULA | OH | 44004 | NONE | DESIGNATED GIFT | $7,000 |
| SAINT JOSEPH'S UNIVERSITY | ||||||
| 600 S 43RD STREET | PHILADELPHIA | PA | 19104 | NONE | DESIGNATED GIFT- SCHOLARSHIPS | $17,171 |
| SAMARITAN HOUSE | ||||||
| PO BOX 743 | ASHTABULA | OH | 44005 | NONE | GENERAL DONATION | $11,000 |
| SEARCY FOUNDATION SCHOLARSHIP FUND | ||||||
| 4510 COLLINS BOULEVARD SUITE 6 | ASHTABULA | OH | 44004 | NONE | SCHOLARSHIPS | $259,031 |
| SHELDON CALVARY CAMP | ||||||
| 4411 LAKE RD | CONNEAUT | OH | 44030 | NONE | GENERAL DONATION | $250 |
| SIGNATURE HEALTH | ||||||
| 4726 MAIN AVE | ASHTABULA | OH | 44004 | NONE | PROGRAMMING | $10,000 |
| TIFERETH ISREAL CONGREGATION | ||||||
| PO BOX 739 | ASHTABULA | OH | 44005 | NONE | GENERAL DONATION | $2,699 |
| TREASURED KIDS | ||||||
| 3914 C CT | ASHTABULA | OH | 44004 | NONE | SHELVING | $1,000 |
| UH CONNEAUT MEDICAL CENTER | ||||||
| 158 W MAIN RD | CONNEAUT | OH | 44030 | NONE | GENERAL DONATION | $500 |
| UNITED WAY OF ASHTABULA COUNTY | ||||||
| 3705 STATE ROAD STE 203 | ASHTABULA | OH | 44004 | NONE | 2023-2024 LIVE UNITED CAMPAIGN | $75,500 |
| W HILL PIPE ORGAN FUND | ||||||
| PO BOX 934 | ASHTABULA | OH | 440050934 | NONE | DESIGNATED GIFT- ORGAN MAINTENANCE | $500 |
| ZONTA FOUNDATION FOR WOMEN | ||||||
| 1200 HARGER ROAD SUITE 330 | OAK BROOK | IL | 60523 | NONE | GENERAL DONATION | $4,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $999,391 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CIVIC DEVELOPMENT CORPORATION | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 131 | AddressLine1Txt |
| City | ASHTABULA | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Grant Or Contribution Purpose | GRANT PROJECTS | GrantOrContributionPurposeTxt |
| Amt | $100,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $100,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $521,493 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $262,983 | ExclusionAmt |
| Related Or Exempt Function Incm | -$334,378 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $784,476 | ExclusionAmt |
| Related Or Exempt Function Incm | -$334,378 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $450,098 | 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 | 11A | LineNumberTxt |
| Relationship Statement | MISCELLANEOUS INCOME EARNED IN THE COURSE OF CARRYING OUT THE FOUNDATION'S CHARITABLE PURPOSES. | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| TIM EIPPERT | ||||||
| 1 | 8959 TYLER BLVD | MENTOR | OH | 44060 | $50,000 | Yes (X) |
| J LINCOLN MORRIS | ||||||
| 2 | 5239 LAKE RD WEST 303 | ASHTABULA | OH | 44004 | $195,070 | Yes (X) |
| JOHN E LEAHY TRUST | ||||||
| 3 | 4900 TIEDMAN ROAD | ASHTABULA | OH | 44004 | $662,712 | Yes (X) |
| GLEN AND NANCY WARNER | ||||||
| 4 | 165 RIVER FALLS | DUNCAN | SC | 29334 | $200,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING/AUDIT/TAX FEES | $23,263 | $5,816 | $17,447 |
| CONTRACT SERVICES | $3,181 | $795 | $2,386 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DESIGNATED FUNDS | $1,178,950 | $1,178,950 |
| UNDESIGNATED FUNDS | $4,104,376 | $4,104,376 |
| RISING SCHOLARS FUNDS | $329,362 | $329,362 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $218 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $218 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DESIGNATED FUNDS | FMV | $3,346,728 | $3,346,728 |
| UNDESIGNATED FUNDS | FMV | $11,542,011 | $11,542,011 |
| RISING SCHOLARS FUNDS | FMV | $610,511 | $610,511 |
| COBLITZ FUND | FMV | $105,560 | $105,560 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTANGIBLE ASSETS | Desc |
| BOY Book Value | $3,004 | BOYBookValueAmt |
| EOY Book Value | $5,269 | EOYBookValueAmt |
| EOYFMV | $5,269 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES | $2,265 | $566 | $1,699 |
| EQUIPMENT RENTAL | $3,400 | $850 | $2,550 |
| INSURANCE | $1,691 | $423 | $1,268 |
| MARKETING | $9,984 | $2,496 | $7,488 |
| MISCELLANEOUS | $2,443 | $611 | $1,832 |
| OFFICE SUPPLIES | $1,838 | $460 | $1,379 |
| TELEPHONE/INTERNET | $4,503 | $1,126 | $3,377 |
| YOUTH PHILANTHROPY STIPEND AND EXPENSES | $13,804 | $3,451 | $10,353 |
| POSTAGE | $717 | $179 | $538 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN(LOSS) ON INVESTMENTS | $2,440,987 |
| RETURNED GRANTS | $189,657 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL WITHHOLDINGS | Desc |
| BOY Book Value | $2,313 | BOYBookValueAmt |
| EOY Book Value | $1,707 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CUSTODIAL FEES | CategoryTxt |
| Amt | $99,784 | Amt |
| Net Investment Income | $99,784 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL TAX | CategoryTxt |
| Amt | $4,912 | Amt |
| Net Investment Income | $1,228 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,684 | DisbursementsCharitablePrpsAmt |