HAUSHALTER FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- HAUSHALTER FAMILY FOUNDATION (EIN 83-2108689)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-04-17
- IRS object ID
- 202541079349100709
- Schema version
- 2024v5.1
- 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
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-17T06:57:11-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 832108689 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Haushalter Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Haushalter Family Foundation | InCareOfNm |
| Business Name Control | HAUS | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13670 Highway 68 South | AddressLine1Txt |
| City | Kenton | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43326 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Sheryl Haushalter | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 4196744152 | PhoneNum |
| Signature | 2025-04-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $3,498,307 | 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 | $724,575 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,762 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,762 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $116,646 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $116,646 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$684 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $212,984 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $843,299 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $119,408 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $22,739 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $22,739 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,116 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $15,772 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $15,772 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $39,627 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $22,739 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,772 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $272,498 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $271,711 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $312,125 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $22,739 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $287,483 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $531,174 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $96,669 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $100,576 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $75,341 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $75,341 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,661,824 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,225,685 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,422,966 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,762,400 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,301,026 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,498,307 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,762,400 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,301,026 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,762,400 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,301,026 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,762,400 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,301,026 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,762,400 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $531,174 | ExcessRevenueOverExpensesAmt |
| Other Increases | $7,452 | OtherIncreasesAmt |
| Subtotal | $3,301,026 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,301,026 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $212,984 | GrossSalesPriceAmt |
| Cost Or Other Basis | $213,668 | CostOrOtherBasisAmt |
| Gain Or Loss | -$684 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$684 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$684 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,344 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,344 | SubtotalAmt |
| Tax Based On Investment Income | $1,344 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $900 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $900 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $444 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Haushalter Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4196744152 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13670 Highway 68 South | AddressLine1Txt |
| City | Kenton | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43326 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | Yes (true) | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|---|---|
| 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 | 1.0 | $0 | $0 | $0 |
| Sherri Haushalter | ||||||||
| 13670 Highway 68 South | Kenton | OH | 43326 | Dir, Treas | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,274,547 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $102,135 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,376,682 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,376,682 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $50,650 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,326,032 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $166,302 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $166,302 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,344 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,344 | TotalTaxAmt |
| Distributable Before Adj | $164,958 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $7,452 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $172,410 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $172,410 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $287,483 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $787 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $288,270 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $172,410 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $99,063 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $197,266 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $144,004 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $139,083 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $143,167 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $722,583 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $288,270 | QualifyingDistributionsAmt |
| Applied To Current Year | $172,410 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $115,860 | RemainingDistriFromCorpusAmt |
| Total Corpus | $838,443 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $99,063 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $739,380 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $197,266 | ExcessFromYear4Amt |
| Excess From Year3 | $144,004 | ExcessFromYear3Amt |
| Excess From Year2 | $139,083 | ExcessFromYear2Amt |
| Excess From Year1 | $143,167 | ExcessFromYear1Amt |
| Excess From Current Year | $115,860 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Joan Haushalter | ContributingManagerNm |
| Contributing Manager | Nikki Haushalter | ContributingManagerNm |
| Contributing Manager | Sherri Haushalter | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (86 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 50 NORTH | ||||||||
| 339 E MELROSE AVE | FINDLAY | OH | 45840 | N/A | PC | Expansion Fund | $5,000 | |
| ALLIANCE DEFENDING FREEDOM | ||||||||
| 15100 N 90TH ST | SCOTTSDALE | AZ | 85260 | N/A | PC | General & Unrestricted | $500 | |
| ANGELS FOR THE ELDERLY | ||||||||
| 214 E OHIO ST | KENTON | OH | 43326 | N/A | PC | General & Unrestricted | $500 | |
| BELLEFONTAINE HIGH SCHOOL | ||||||||
| 555 E LAKE AVE | BELLEFONTAINE | OH | 43311 | N/A | GOV | GENERAL & UNRESTRICTED (SEE ATTACHED GENERAL EXPLANATION) | $787 | |
| BELLEFONTAINE HIGH SCHOOL | ||||||||
| 555 E LAKE AVE | BELLEFONTAINE | OH | 43311 | N/A | GOV | For Two Bellefontaine High School Students To Attend Model United Nations (MUN) | $570 | |
| BELLEFONTAINE HIGH SCHOOL ACADEMIC BOOSTERS CLUB | ||||||||
| 555 E LAKE AVE | BELLEFONTAINE | OH | 43311 | N/A | PC | Jenny O'Connor Memorial Scholarship fund | $676 | |
| BELLEFONTAINE HIGH SCHOOL ACADEMIC BOOSTERS CLUB | ||||||||
| 555 E LAKE AVE | BELLEFONTAINE | OH | 43311 | N/A | PC | Quiz Bowl | $500 | |
| BELLEFONTAINE HIGH SCHOOL ACADEMIC BOOSTERS CLUB | ||||||||
| 555 E LAKE AVE | BELLEFONTAINE | OH | 43311 | N/A | PC | 2024-2025 Honored Academic Donor of BHS | $500 | |
| Bellefontaine Middle School | ||||||||
| 1201 LUDLOW RD | Bellefontaine | OH | 43311 | N/A | GOV | Robotics Teams | $5,000 | |
| CEDAR CREEK COMMUNITY CHURCH | ||||||||
| 29129 LIME CITY RD | PERRYSBURG | OH | 43551 | N/A | PC | Charitable Event | $10,000 | |
| CHANCE TO DANCE FOUNDATION | ||||||||
| 7443 EAGLE DR | FINDLAY | OH | 45840 | N/A | PC | Student Exposure & Training Scholarship Fund | $500 | |
| CHARITY NAVIGATOR | ||||||||
| PO BOX 4009 | HARLAN | IA | 51593 | N/A | PC | General & Unrestricted | $500 | |
| M OPPY | ||||||||
| CLARK TECHNICAL COLLEGE SCHOLARSHIP | SPRINGFIELD | OH | 45505 | NONE | I | SCHOLARSHIP GRANT | $500 | 570 E LEFFEL LN |
| G FLACK | ||||||||
| CLARK TECHNICAL COLLEGE SCHOLARSHIP | SPRINGFIELD | OH | 45505 | NONE | I | SCHOLARSHIP GRANT | $1,000 | 570 E LEFFEL LN |
| H CUSSINS | ||||||||
| COASTAL CAROLINA UNIVERSITY | CONWAY | SC | 29528 | NONE | I | SCHOLARSHIP GRANT | $4,000 | PO BOX 261954 |
| DOLLARS FOR SCHOLARSHIPS | ||||||||
| 116 E FRANKLIN ST | KENTON | OH | 43326 | N/A | PC | Scholarship Fund | $1,000 | |
| DOLLY PARTONS IMAGINATION LIBRARY -HARDIN COUNTY | ||||||||
| PO BOX 806 | KENTON | OH | 43326 | N/A | PC | General & Unrestricted | $1,000 | |
| A COLEBANK | ||||||||
| EASTERN WEST VIRGINIA COMMUNITY AND | MOOREFIELD | WV | 26836 | NONE | I | SCHOLARSHIP GRANT | $4,000 | 316 EASTERN DR |
| 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 | $2,000 | |
| FIELDON UNITED CHURCH OF CHRIST | ||||||||
| 205 S 1ST ST PO BOX 70 | FIELDON | IL | 62052 | N/A | PC | Cemetery Maintenance Fund | $500 | |
| FINDLAY HOPE HOUSE FOR THE HOMELESS INC | ||||||||
| 1800 N BLANCHARD ST STE 106 | FINDLAY | OH | 45840 | N/A | PC | General & Unrestricted | $5,000 | |
| 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 | Training for service dogs | $2,000 | |
| HABITAT FOR HUMANITY INC | ||||||||
| 1200 COMMERCE PKWY | FINDLAY | OH | 45840 | N/A | PC | Charitable Event | $1,000 | |
| 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 | $1,000 | |
| HEIFER INTERNATIONAL FOUNDATION | ||||||||
| 1 WORLD AVE | LITTLE ROCK | AR | 72202 | N/A | PC | General & Unrestricted | $500 | |
| HERITAGE FOUNDATION | ||||||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20002 | 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 students | $710 | |
| LAW ENFORCEMENT FOUNDATION INC | ||||||||
| 6277 RIVERSIDE DR STE 1S | DUBLIN | OH | 43017 | N/A | PC | General & Unrestricted | $1,000 | |
| LEADERSHIP INSTITUTE | ||||||||
| 1101 N HIGHLAND ST | ARLINGTON | VA | 22201 | N/A | PC | General & Unrestricted | $500 | |
| LOGAN COUNTY CANCER SOCIETY INC | ||||||||
| 205 E PALMER RD | BELLEFONTAINE | OH | 43311 | N/A | PC | General & Unrestricted | $871 | |
| LOGAN COUNTY EDUCATION FOUNDATION | ||||||||
| 1973 STATE RTE 47 W | BELLEFONTAINE | OH | 43311 | N/A | PC | BHS Courtyard Beautification Fund | $1,898 | |
| LOGAN COUNTY EDUCATION FOUNDATION | ||||||||
| 1973 STATE RTE 47 W | BELLEFONTAINE | OH | 43311 | N/A | PC | #RippleEffect Fund - Reset Room | $530 | |
| LOGAN COUNTY EDUCATION FOUNDATION | ||||||||
| 1973 STATE RTE 47 W | BELLEFONTAINE | OH | 43311 | N/A | PC | #RippleEffect Fund - Dude, Be Nice! | $550 | |
| LOGAN COUNTY EDUCATION FOUNDATION | ||||||||
| 1973 STATE RTE 47 W | BELLEFONTAINE | OH | 43311 | N/A | PC | BHS Chieftain Pride Lab | $2,411 | |
| LOGAN COUNTY EDUCATION FOUNDATION | ||||||||
| 1973 STATE RTE 47 W | BELLEFONTAINE | OH | 43311 | N/A | PC | #RippleEffect Fund - Strengthening Bonds: Building Positive Relationships and School Culture | $1,100 | |
| LOGAN COUNTY EDUCATION FOUNDATION | ||||||||
| 1973 STATE RTE 47 W | BELLEFONTAINE | OH | 43311 | N/A | PC | #RippleEffect Fund - Share a Smile | $550 | |
| MENTAL HEALTH AMERICA OF OHIO INC | ||||||||
| 2323 W 5TH AVE STE 160 | COLUMBUS | OH | 43204 | 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 | ||||||||
| 60 COLLEGEVIEW RD 107 | WESTERVILLE | OH | 43081 | N/A | PC | Logan County Founders Club | $1,000 | |
| OHIO NORTHERN UNIVERSITY | ||||||||
| 525 SOUTH MAIN ST | ADA | OH | 45810 | N/A | PC | Business College | $2,500 | |
| OHIO NORTHERN UNIVERSITY | ||||||||
| 525 SOUTH MAIN ST | ADA | OH | 45810 | N/A | PC | Charitable Event | $1,250 | |
| OHIO NORTHERN UNIVERSITY | ||||||||
| 525 SOUTH MAIN ST | ADA | OH | 45810 | N/A | PC | Dicke Business College, Finance Lab | $50,000 | |
| OHIO NORTHERN UNIVERSITY | ||||||||
| 525 SOUTH MAIN ST | ADA | OH | 45810 | N/A | PC | Northern Fund | $10,000 | |
| OHIO STATE UNIVERSITY FOUNDATION | ||||||||
| PO BOX 710811 | COLUMBUS | OH | 43271 | N/A | PC | EEMC at Lima, OH Campus | $5,000 | |
| D SALCEDO HERNANDEZ | ||||||||
| OHIO UNIVERSITY | ATHENS | OH | 45701 | NONE | I | Scholarship grant | $3,177 | CHUBB HALL 020 |
| OHIO-WEST VIRGINIA YOUTH LEADERSHIP ASSOCIATION | ||||||||
| 3309 HORSESHOE RUN RD | PARSONS | WV | 26287 | N/A | PC | Camp Horseshoe | $2,000 | |
| PAWS FOR PURPLE HEARTS | ||||||||
| 10201 OLD REDWOOD HWY | PENNGROVE | CA | 94951 | N/A | PC | General & Unrestricted | $500 | |
| PRESENCE POINT INC | ||||||||
| 2036 NEVADA CITY HWY STE 78 | GRASS VALLEY | CA | 95945 | N/A | PC | General & Unrestricted | $1,000 | |
| PRESENCE POINT INC | ||||||||
| 2036 NEVADA CITY HWY STE 78 | GRASS VALLEY | CA | 95945 | N/A | PC | Translation Project | $3,500 | |
| A HANKINS | ||||||||
| RHODES STATE COLLEGE | LIMA | OH | 45804 | NONE | I | Scholarship GRANT | $1,000 | 4240 CAMPUS DR PS BLDG |
| SAMARITANS PURSE | ||||||||
| PO BOX 3000 | BOONE | NC | 28607 | N/A | PC | Hurricane Relief Fund | $1,000 | |
| 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 | $252 | |
| Z CARR | ||||||||
| SHEPHERD UNIVERSITY | SHEPHERDSTOWN | WV | 25443 | NONE | I | SCHOLARSHIP GRANT | $2,000 | PO BOX 5000 |
| Z CARR | ||||||||
| SHEPHERD UNIVERSITY | SHEPHERDSTOWN | WV | 25443 | NONE | I | SCHOLARSHIP GRANT | $2,000 | PO BOX 5000 |
| SIGMA CHI FOUNDATION | ||||||||
| 1714 HINMAN AVE | EVANSTON | IL | 60201 | N/A | PC | Theta Eta Chapter at Missouri S&T Scholarship Fund | $1,100 | |
| P NEELD | ||||||||
| SKYLAND COLUMBUS | COLUMBUS | OH | 43231 | NONE | I | Scholarship grant | $500 | 3000 MORSE RD |
| SMILE TRAIN INC | ||||||||
| PO BOX 96231 | WASHINGTON | DC | 20090 | N/A | PC | General & Unrestricted | $250 | |
| Z HORVATH | ||||||||
| SOUTHERN NEW HAMPSHIRE UNIVERSITY | MANCHESTER | NH | 03106 | NONE | I | Scholarship grant | $1,500 | 2500 N RIVER RD |
| ST MARKS UNITED METHODIST | ||||||||
| 800 SOUTH MAIN ST | FINDLAY | OH | 45840 | N/A | PC | Charitable Event | $1,000 | |
| STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION | ||||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | N/A | PC | General & Unrestricted | $5,000 | |
| 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 | $6,000 | |
| 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 | $2,000 | |
| 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 | $6,000 | |
| THE KENTON CITY SCHOOLS EXCELLENCE FOR EDUCATION F | ||||||||
| 22267 STATE RTE 309 | KENTON | OH | 43326 | N/A | PC | Students going to Universities or colleges outside of Ohio | $4,000 | |
| Z HORVATH | ||||||||
| THE OHIO STATE UNIVERSITY | COLUMBUS | OH | 43218 | NONE | I | SCHOLARSHIP grant | $1,063 | PO BOX 183248 |
| Z HORVATH | ||||||||
| THE OHIO STATE UNIVERSITY | COLUMBUS | OH | 43218 | NONE | I | SCHOLARSHIP grant | $4,000 | PO BOX 183248 |
| Z HORVATH | ||||||||
| THE OHIO STATE UNIVERSITY | COLUMBUS | OH | 43218 | NONE | I | SCHOLARSHIP grant | $1,600 | PO BOX 183248 |
| P COX | ||||||||
| THE OHIO STATE UNIVERSITY | COLUMBUS | OH | 43218 | NONE | I | Scholarship grant | $10,000 | PO BOX 183248 |
| UNITED WAY OF LOGAN COUNTY INC | ||||||||
| 653 N MAIN ST | BELLEFONTAINE | OH | 43311 | N/A | PC | General & Unrestricted | $500 | |
| UNITED WAY OF LOGAN COUNTY INC | ||||||||
| 653 N MAIN ST | BELLEFONTAINE | OH | 43311 | N/A | PC | Logan County Angels | $11,901 | |
| VAN BUREN COMMUNITY SPORTS ASSOCIATION | ||||||||
| PO BOX 17 | VAN BUREN | OH | 45889 | N/A | PC | Charitable Event | $1,000 | |
| VAN BUREN COMMUNITY SPORTS ASSOCIATION | ||||||||
| PO BOX 17 | VAN BUREN | OH | 45889 | N/A | PC | Water Bottle Filler Project | $1,000 | |
| WEST OHIO FOOD BANK | ||||||||
| PO BOX 1566 | LIMA | OH | 45802 | N/A | PC | General & Unrestricted | $3,000 | |
| L BURNS | ||||||||
| WEST VIRGINIA STATE UNIVERSITY FOUN | INSTITUTE | WV | 25112 | NONE | I | Scholarship grant | $4,000 | PO BOX 1000 |
| WOMEN RELIGIOUS ARCHIVES COLLABORATIVE | ||||||||
| 2475 E 22ND ST FL 5 | CLEVELAND | OH | 44115 | N/A | PC | General & Unrestricted | $2,000 | |
| WORLD VISION | ||||||||
| PO BOX 9716 | FEDERAL WAY | WA | 98063 | N/A | PC | To purchase food for malnourished children | $500 | |
| YOUTH FOR CHRIST INTERNATIONAL MINISTRIES | ||||||||
| 16965 PINE LN | PARKER | CO | 80134 | N/A | PC | Program YFCI/ Klopfenstein France | $1,200 | |
| YOUTH FOR CHRIST USA INC | ||||||||
| 10111 W US RTE 224 | FINDLAY | OH | 45840 | N/A | PC | I'm All In Campaign; General & Unrestricted | $4,000 | |
| YOUTH FOR CHRIST USA INC | ||||||||
| 10111 W US RTE 224 | FINDLAY | OH | 45840 | N/A | PC | Youth For Christ Foundation | $5,000 | |
| YOUTH FOR CHRIST USA INC | ||||||||
| PO BOX 4478 | ENGLEWOOD | CO | 80155 | N/A | PC | General & Unrestricted | $25,000 | |
| YOUTH FOR CHRIST USA INC | ||||||||
| 10111 W US RTE 224 | FINDLAY | OH | 45840 | N/A | PC | General & Unrestricted | $21,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $272,498 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,762 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $116,646 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$684 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $118,724 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $118,724 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Haushalter Joan | ||||||
| 1 | 1400 Turner Road | Bellefontaine | OH | 43311 | $249,375 | Yes (X) |
| Haushalter Nikki | ||||||
| 2 | 16391 Lindsey Drive | Kenton | OH | 43326 | $237,600 | Yes (X) |
| Haushalter Sherri | ||||||
| 3 | 307 Pheasant Run Lane | Findlay | OH | 45840 | $237,600 | Yes (X) |
Depreciation Schedule DepreciationSchedule
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| IN-KIND GRANT | IN-KIND GRANT | 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 ECLIPSE GLASSES: PURCHASE PRICE TOTAL FAIR MARKET VALUE OF PROPERTY: $787 TOTAL BOOK VALUE OF PROPERTY: $787 TOTAL CASH PORTION OF GRANTS: $- TOTAL AMOUNT OF GRANTS: $787 FORM 990-PF, PART III, LINE 3 - OTHER INCREASES/DECREASES: $- DETAILS OF ITEMS GRANTED: DESCRIPTION OF PROPERTY: ECLIPSE GLASSES UNITS: 2,750 DATE OF DISTRIBUTION: 03/05/2024 GRANT RECIPIENT: BELLEFONTAINE HIGH SCHOOL FMV OF PROPERTY: $787 BOOK VALUE OF PROPERTY: $787 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $787 |
| 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: $272,498 LESS AMOUNT COUNTED AS QUALIFYING DISTRIBUTION ON PART XI, LINE 2: $787 TOTAL PART I, LINE 25, COLUMN (D): $271,711 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHARLES SCHWAB INTRNTNL EQ | $715,967 | $732,027 |
| FRANKLIN FLOATING RATE DAILY A | $447,035 | $441,842 |
| ISHARES CORE US REIT ETF | $124,475 | $124,993 |
| SCHWAB STRATEGIC TR US LARGE C | $246,271 | $280,826 |
| SCHWAB U.S. SMALL-CA | $26,801 | $36,101 |
| SCHWAB US BROAD MARKET | $494,903 | $665,587 |
| SPDR PORTFOLIO SMALL CAP ETF | $233,051 | $250,519 |
| VANGUARD INTERMEDIATE TERM COR | $853,812 | $806,633 |
| VANGUARD SF REIT ETF | $936 | $980 |
| VANGUARD SHORT TERM CORPORATE | $77,942 | $77,932 |
| VANGUARD SM-CAP ETF | $4,492 | $5,526 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $14,327 | $14,327 |
| Indemnification Insurance | $1,245 | $1,245 |
| State or Local Filing Fees | $200 | $200 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURNED GRANTS | Desc |
| Amt | $7,452 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $22,739 | Amt |
| Net Investment Income | $22,739 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2024 | $900 |
| 990-PF Excise Tax for 2023 | $216 |