FIRSTENERGY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- FIRSTENERGY FOUNDATION (EIN 34-6514181)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202403209349107180
- Schema version
- 2023v5.1
- 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
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T16:18:11+00:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 MONUMENT CIRCLE | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 462045100 | 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 | 346514181 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIRSTENERGY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FIRS | BusinessNameControlTxt |
| Phone | 3303845752 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 76 SOUTH MAIN STREET | AddressLine1Txt |
| City | AKRON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44308 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LORNA WISHAM | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3303845752 | PhoneNum |
| Signature | 2024-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jennifer D Rhoderick | PreparerPersonNm |
| PTIN | P00395735 | PTIN |
| Phone | 3176817000 | PhoneNum |
| Preparation | 2024-11-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $126,610,340 | 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 |
| Dividends Rev And Expnss | $2,699,799 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,699,799 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$2,358,336 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $20,879,526 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$8,209 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $341,463 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,691,590 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $34,814 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $34,814 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $92,048 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $92,048 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $24,129 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $39,014 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $39,014 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $190,005 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $92,048 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $73,828 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,985,313 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,276,512 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,175,318 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $92,048 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,350,340 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,833,855 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,599,542 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,956,989 | CashBOYAmt |
| Cash EOY | $16,030,217 | CashEOYAmt |
| Cash EOYFMV | $16,030,217 | CashEOYFMVAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl BOY | $0 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $0 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $0 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $73,683,658 | CorporateStockBOYAmt |
| Corporate Stock EOY | $71,949,429 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $76,375,086 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $38,219,286 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $17,855,373 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $16,003,929 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $0 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $0 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $0 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOYFMV | $0 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $19,942,669 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $20,134,519 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $18,201,108 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $133,802,602 | TotalAssetsBOYAmt |
| Total Assets EOY | $125,969,538 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $126,610,340 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $0 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $133,802,602 | CapitalStockBOYAmt |
| Capital Stock EOY | $125,969,538 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $133,802,602 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $125,969,538 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $133,802,602 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $125,969,538 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $133,802,602 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,833,855 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $127,968,747 | SubtotalAmt |
| Other Decreases | $1,999,209 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $125,969,538 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| TOTAL LONG-TERM CAPITAL GAIN DIVIDENDS | $947,385 | $947,385 | $0 | $947,385 | |
| PUBLICLY TRADED SECURITIES | $19,932,141 | -$3,305,721 | $0 | -$3,305,721 | $23,237,862 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$2,358,336 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $36,134 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $36,134 | SubtotalAmt |
| Tax Based On Investment Income | $36,134 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $28,034 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $11,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $39,034 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,900 | OverpaymentAmt |
| Applied To ES Tax | $2,900 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | LORNA WISHAM | IndividualWithBooksNm |
| Phone | 3303845752 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 76 SOUTH MAIN STREET | AddressLine1Txt |
| City | AKRON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44308 | 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 | false | 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 |
| 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 | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| 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 (10 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 |
|---|---|---|---|---|---|---|---|---|
| IRENE M PREZELJ | ||||||||
| 76 SOUTH MAIN STREET | AKRON | OH | 44308 | TRUSTEE | 6.000 | $0 | $0 | $0 |
| SAMUEL L BELCHER | ||||||||
| 76 SOUTH MAIN STREET | AKRON | OH | 44308 | TRUSTEE (THROUGH 5/23) | 6.000 | $0 | $0 | $0 |
| ANTONIO FERNANDEZ | ||||||||
| 76 SOUTH MAIN STREET | AKRON | OH | 44308 | TRUSTEE | 6.000 | $0 | $0 | $0 |
| Dan Dunlap | ||||||||
| 76 SOUTH MAIN STREET | AKRON | OH | 44308 | ASSISTANT SECRETARY (THROUGH 5/23) | 6.000 | $0 | $0 | $0 |
| LORNA WISHAM | ||||||||
| 76 SOUTH MAIN STREET | AKRON | OH | 44308 | PRESIDENT | 26.000 | $0 | $0 | $0 |
| Mary M Swann | ||||||||
| 76 SOUTH MAIN STREET | AKRON | OH | 44308 | Secretary | 6.000 | $0 | $0 | $0 |
| Steve Staub | ||||||||
| 76 SOUTH MAIN STREET | AKRON | OH | 44308 | Treasurer (THROUGH 5/23) | 6.000 | $0 | $0 | $0 |
| BILL WANG | ||||||||
| 76 SOUTH MAIN STREET | AKRON | OH | 44308 | TREASURER (FROM 6/23) | 6.000 | $0 | $0 | $0 |
| Darnella Robertson | ||||||||
| 76 SOUTH MAIN STREET | AKRON | OH | 44308 | Assistant Secretary (FROM 6/23) | 6.000 | $0 | $0 | $0 |
| Michelle Henry | ||||||||
| 76 SOUTH MAIN STREET | AKRON | OH | 44308 | TRUSTEE (FROM 6/23) | 6.000 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PNC INSTITUTIONAL ASSET MANAGEMENT | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 CASCADE PLZ | AddressLine1Txt |
| City | AKRON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44308 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MGMT | ServiceTypeTxt |
| Compensation | $52,048 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $113,562,869 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,060,426 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $121,623,295 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $121,623,295 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,824,349 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $119,798,946 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,989,947 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,989,947 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $36,134 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $36,134 | TotalTaxAmt |
| Distributable Before Adj | $5,953,813 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $5,953,813 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $5,953,813 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,350,340 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $5,350,340 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,953,813 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $4,565,523 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,697,970 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,795,414 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,943,207 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $13,002,114 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,350,340 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,350,340 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $603,473 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $603,473 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $12,398,641 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $3,962,050 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $8,436,591 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,697,970 | ExcessFromYear4Amt |
| Excess From Year3 | $3,795,414 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $2,943,207 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LORNA WISHAM | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 76 S MAIN ST | AddressLine1Txt |
| City | AKRON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44308 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3303845752 | RecipientPhoneNum |
| Form And Info And Materials | ONE OR TWO PAGE LETTER STATING THE AMOUNT REQUESTED, ORGANIZATION AND NEED FOR GRANT, ETC. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THERE ARE NO SUBMISSION DEADLINES, APPLICATIONS ARE REVIEWED AS THEY ARE RECEIVED. | SubmissionDeadlinesTxt |
| Restrictions On Awards | AWARDS ARE MADE TO ORGANIZATIONS LOCATED IN THE CONTINENTAL US & INCLUDE HEALTH WELFARE, EDUCATION OR ART | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (214 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 1000 TIES | |||||||
| 1420 RICHMOND RD APT M5 | CLEVELAND | OH | 441242433 | PC | Education | $1,000 | |
| 1000 TIES | |||||||
| 1420 RICHMOND RD APT M5 | CLEVELAND | OH | 441242433 | PC | Education | $1,000 | |
| ABILITIES OF NORTHWEST JERSEY INC | |||||||
| 264 ROUTE 31 NORTH PO Box 251 | WASHINGTON | NJ | 078820000 | PC | Civic | $1,462 | |
| ABILITIES OF NORTHWEST JERSEY INC | |||||||
| 264 ROUTE 31 NORTH PO Box 251 | WASHINGTON | NJ | 078820000 | PC | Civic | $1,200 | |
| ABUSE AND RAPE CRISIS CENTER | |||||||
| PO BOX 186 | TOWANDA | PA | 188480186 | PC | Civic | $6,667 | |
| ADAMS ANGELS 912 | |||||||
| 3715 OAK LN | ASHTABULA | OH | 440049364 | PC | Education | $5,000 | |
| AKRON ART MUSEUM | |||||||
| 1 S HIGH ST | AKRON | OH | 443081801 | PC | Arts & Culture | $1,000 | |
| AKRON BOXING ACADEMY INC | |||||||
| 665 SCHILLER AVE | AKRON | OH | 443103022 | PC | Health & Safety | $2,000 | |
| AKRON CHILDRENS HOSPITAL FOUNDATION | |||||||
| 1 PERKINS SQ | AKRON | OH | 443081063 | PC | Health & Safety | $25 | |
| AKRON COMMUNITY FOUNDATION | |||||||
| 345 W CEDAR ST | AKRON | OH | 443072407 | PC | Civic | $25 | |
| AKRON DREAM CENTER | |||||||
| 1035 ROSEMARY BLVD STE A | AKRON | OH | 443063768 | PC | Civic | $3,000 | |
| AKRON-CANTON REGIONAL FOODBANK | |||||||
| 350 OPPORTUNITY PKWY | AKRON | OH | 443072234 | PC | Health & Safety | $500 | |
| AKRON-CANTON REGIONAL FOODBANK | |||||||
| 350 OPPORTUNITY PKWY | AKRON | OH | 443072234 | PC | Health & Safety | $1,310 | |
| AKRON-CANTON REGIONAL FOODBANK | |||||||
| 350 OPPORTUNITY PKWY | AKRON | OH | 443072234 | PC | Health & Safety | $100 | |
| AKRON-CANTON REGIONAL FOODBANK | |||||||
| 350 OPPORTUNITY PKWY | AKRON | OH | 443072234 | PC | Health & Safety | $300 | |
| AKRON-CANTON REGIONAL FOODBANK | |||||||
| 350 OPPORTUNITY PKWY | AKRON | OH | 443072234 | PC | Health & Safety | $300 | |
| AKRON-CANTON REGIONAL FOODBANK | |||||||
| 350 OPPORTUNITY PKWY | AKRON | OH | 443072234 | PC | Health & Safety | $1,050 | |
| ALLISON ROSE FOUNDATION | |||||||
| PO BOX 31842 6410 Ledgewood Drive | INDEPENDENCE | OH | 441310000 | PC | Health & Safety | $1,000 | |
| ALLISON ROSE FOUNDATION | |||||||
| PO BOX 31842 6410 Ledgewood Drive | INDEPENDENCE | OH | 441310000 | PC | Health & Safety | $1,000 | |
| ALVERNIA UNIVERSITY | |||||||
| 400 SAINT BERNARDINE ST | READING | PA | 196071737 | PC | Education | $5,000 | |
| ALWAYS B SMILING INC | |||||||
| 304 PINE VALLEY DR | BRIDGEVILLE | PA | 150173433 | PC | Civic | $500 | |
| ALWAYS B SMILING INC | |||||||
| 304 PINE VALLEY DR | BRIDGEVILLE | PA | 150173433 | PC | Civic | $250 | |
| ALWAYS B SMILING INC | |||||||
| 304 PINE VALLEY DR | BRIDGEVILLE | PA | 150173433 | PC | Civic | $10,000 | |
| ALZHEIMER'S ASSOC - CLEVELAND | |||||||
| 225 N Michigan Ave Floor 17 | Chicago | IL | 606010000 | PC | Health & Safety | $1,425 | |
| ALZHEIMER'S ASSOC - CLEVELAND | |||||||
| 225 N Michigan Ave Floor 17 | Chicago | IL | 606010000 | PC | Health & Safety | $3,940 | |
| ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATION INC | |||||||
| 225 N MICHIGAN AVE STE 1700 Suite 1 | CHICAGO | IL | 606017652 | PC | Health & Safety | $200 | 700 |
| ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATION INC | |||||||
| 225 N MICHIGAN AVE STE 1700 | CHICAGO | IL | 606017652 | PC | Health & Safety | $350 | |
| ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATION INC | |||||||
| 225 N MICHIGAN AVE STE 1700 | CHICAGO | IL | 606017652 | PC | Health & Safety | $350 | |
| AMERICAN CANCER SOCIETY INC | |||||||
| 3380 CHASTAIN MDWS PKWY NW 200 | KENNESAW | GA | 301445882 | PC | Health & Safety | $106 | |
| AMERICAN CANCER SOCIETY INC | |||||||
| 3380 CHASTAIN MDWS PKWY NW 200 Suit | KENNESAW | GA | 301445882 | PC | Civic | $100 | e 200 |
| AMERICAN HEART ASSOCIATION INC | |||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 752315129 | PC | Health & Safety | $100 | |
| AMERICAN HEART ASSOCIATION INC | |||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 752315129 | PC | Health & Safety | $740 | |
| AMERICAN HEART ASSOCIATION INC | |||||||
| 7272 GREENVILLE AVE Suite 150 | DALLAS | TX | 752315129 | PC | Health & Safety | $258 | |
| AMERICAN HEART ASSOCIATION INC | |||||||
| 7272 GREENVILLE AVE Suite 150 | DALLAS | TX | 752315129 | PC | Health & Safety | $350 | |
| AMERICAN HEART ASSOCIATION INC | |||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 752315129 | PC | Health & Safety | $605 | |
| AMERICAN HEART ASSOCIATION INC | |||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 752315129 | PC | Health & Safety | $175 | |
| AMERICAN NATIONAL RED CROSS | |||||||
| 431 18TH ST NW Suite 300 | WASHINGTON | DC | 200065310 | PC | Health & Safety | $1,500 | |
| AMERICAN ONLINE GIVING FOUNDATION INC | |||||||
| 40 EAST MAIN STREET SUITE 887 | NEWARK | DE | 197114639 | PC | Benevity Community Impact Fund | $4,435,817 | |
| AMERICAN RED CROSS | |||||||
| 220 8th Street | Parkersburg | WV | 261010000 | PC | Health & Safety | $800 | |
| AMYOTROPHIC LATERAL SCLEROSIS ASSOCIATION | |||||||
| 6133 ROCKSIDE RD STE 301 | INDEPENDENCE | OH | 441312243 | PC | Health & Safety | $50 | |
| ARC OF NEW JERSEY INC | |||||||
| PO BOX 389 | WASHINGTON | NJ | 078820389 | PC | Civic | $100 | |
| ASHLAND CARE CENTER INC | |||||||
| 119 SLOAN AVENUE | ASHLAND | OH | 448050000 | PC | Health & Safety | $100 | |
| ASHLAND CARE CENTER INC | |||||||
| 119 SLOAN AVENUE | ASHLAND | OH | 448050000 | PC | Health & Safety | $100 | |
| ASHLAND COUNTY CANCER ASSOCIATION INC | |||||||
| 1011 E MAIN ST STE A Suite A | ASHLAND | OH | 448052743 | PC | Health & Safety | $100 | |
| ASHLAND COUNTY COMMUNITY FOUNDATION | |||||||
| 300 COLLEGE AVE | ASHLAND | OH | 448053803 | PC | Civic | $25 | |
| ASHLAND COUNTY COMMUNITY FOUNDATION | |||||||
| 300 COLLEGE AVE | ASHLAND | OH | 448053803 | PC | Civic | $131 | |
| ASHLAND COUNTY COMMUNITY FOUNDATION | |||||||
| 300 COLLEGE AVE | ASHLAND | OH | 448053803 | PC | Civic | $300 | |
| AUTISM SOCIETY OF AMERICA | |||||||
| 10 6TH AVE W | HUNTINGTON | WV | 257010028 | PC | Civic | $450 | |
| BERKS COUNTY ASSOCIATION FOR THE BLIND INC | |||||||
| 2020 HAMPDEN BLVD | READING | PA | 196041417 | PC | Civic | $6,667 | |
| BLICK CLINIC INC | |||||||
| 640 W MARKET ST | AKRON | OH | 443031413 | PC | Civic | $200 | |
| BOY SCOUTS OF AMERICA | |||||||
| 4500 HUDSON DR | STOW | OH | 442241702 | PC | Civic | $5,000 | |
| BOY SCOUTS OF AMERICA | |||||||
| 1325 W WALNUT HL LN PO Box 8728 | IRVING | TX | 750383008 | PC | Civic | $1,000 | |
| BOY SCOUTS OF AMERICA | |||||||
| 1325 W WALNUT HL LN | IRVING | TX | 750383008 | PC | Civic | $200 | |
| BOY SCOUTS OF AMERICA | |||||||
| PO BOX 8728 PO Box 8728 | TOLEDO | OH | 436230728 | PC | Civic | $1,000 | |
| BOY SCOUTS OF AMERICA | |||||||
| 991 POSTAL RD | ALLENTOWN | PA | 181099516 | PC | Civic | $350 | |
| BREAST CANCER SUPPORT SERVICES OF BERKS COUNTY | |||||||
| 529 READING AVE STE C Suite C | WEST READING | PA | 196111075 | PC | Education | $75 | |
| BRIGHTSIDE PROJECT INC | |||||||
| PO BOX 314 | SALEM | OH | 444600314 | PC | Education | $10,000 | |
| CASA OF WESTMORELAND INC | |||||||
| 2 N MAIN ST | GREENSBURG | PA | 156012405 | PC | Civic | $1,750 | |
| CASE WESTERN RESERVE UNIVERSITY | |||||||
| 10900 EUCLID AVE | CLEVELAND | OH | 441061712 | PC | Education | $50,000 | |
| CASE WESTERN RESERVE UNIVERSITY | |||||||
| 10900 EUCLID AVE | CLEVELAND | OH | 441061712 | PC | Education | $50,000 | |
| CATHOLIC CHARITIES DIOCESE OF TOLEDO INC | |||||||
| 1933 SPIELBUSCH AVE | TOLEDO | OH | 436045360 | PC | Health & Safety | $2,000 | |
| CATHOLIC CHARITIES OF THE DIOCESE OF PITTSBURGH INC | |||||||
| 212 NINTH STREET | PITTSBURGH | PA | 152223517 | PC | Civic | $500 | |
| CATHOLIC COMMUNITY FOUNDATION | |||||||
| 1404 E NINTH ST | CLEVELAND | OH | 441141740 | PC | Health & Safety | $50 | |
| CENTRAL PENNSYLVANIA FOOD BANK | |||||||
| 3908 COREY RD | HARRISBURG | PA | 171095929 | PC | Civic | $10,000 | |
| CHILDRENS HOME SOCIETY OF WEST VIRGINIA | |||||||
| 1422 KANAWHA BLVD E | CHARLESTON | WV | 253013002 | PC | Health & Safety | $5,000 | |
| CHRISTIAN MISSIONARY TECHNICAL SERVICES INC | |||||||
| 1119 N BOUNDARY RD | BERNVILLE | PA | 195069157 | PC | Civic | $5,000 | |
| CLEFT | |||||||
| 1265 W 2ND ST | XENIA | OH | 453853717 | PC | Health & Safety | $25 | |
| CLEVELAND HEARING AND SPEECH CENTER | |||||||
| 11635 EUCLID AVE | CLEVELAND | OH | 441064319 | PC | Health & Safety | $1,100 | |
| COLONIAL WILLIAMSBURG FOUNDATION | |||||||
| 301 FIRST ST | WILLIAMSBURG | VA | 231854306 | PC | Arts & Culture | $3,750 | |
| COMMUNITY FOUNDATION OF GREATER JOHNSTOWN | |||||||
| 216 FRANKLIN ST STE 400 Suite 400 | JOHNSTOWN | PA | 159011911 | PC | Civic | $7,000 | |
| CUYAHOGA COMMUNITY COLLEGE FOUNDATI | |||||||
| 700 CARNEGIE AVE | CLEVELAND | OH | 441152833 | PC | Education | $1,000 | |
| CUYAHOGA COUNTY PUBLIC LIBRARY FOUNDATION | |||||||
| 2111 SNOW RD | CLEVELAND | OH | 441342728 | PC | Education | $25 | |
| DIVERSITY CENTER OF NORTHEAST OHIO INC | |||||||
| 3659 GREEN RD STE 220 Suite 220 | CLEVELAND | OH | 441225715 | PC | Civic | $100 | |
| DIVERSITY CENTER OF NORTHEAST OHIO INC | |||||||
| 3659 GREEN RD STE 220 | CLEVELAND | OH | 441225715 | PC | Civic | $100 | |
| DOMESTIC VIOLENCE SEXUAL ASSAULT RESOURCE CENTER | |||||||
| 882 MEMORIAL DR | OAKLAND | MD | 215505101 | PC | Civic | $20,000 | |
| EASTER SEALS EASTERN PENNSYLVANIA | |||||||
| 1501 LEHIGH ST STE 201 Suite 201 | ALLENTOWN | PA | 181033880 | PC | Civic | $6,667 | |
| EMBRACING FUTURES INC | |||||||
| 500 S MAIN ST STE LL100 Suite LL 10 | AKRON | OH | 443114434 | PC | Education | $1,000 | 0 |
| EMILY WHITEHEAD FOUNDATION | |||||||
| 606 PAULINE ST | PHILIPSBURG | PA | 168662012 | PC | Health & Safety | $50 | |
| EMMAUS MINISTRIES | |||||||
| 345 E 9TH ST | ERIE | WA | 980010000 | PC | Health & Safety | $100 | |
| EMPTY BOWLS MONONGALIA | |||||||
| 7 ROUSH DRIVE | WESTOVER | WV | 265010000 | PC | Civic | $430 | |
| FAMILY & COMMUNITY SERVICES INC | |||||||
| 705 OAKWOOD ST STE 221 | RAVENNA | OH | 442662196 | PC | Health & Safety | $10,000 | |
| FEEDING MEDINA COUNTY | |||||||
| 650 W SMITH RD STE C8 | MEDINA | OH | 442563716 | PC | Health & Safety | $250 | |
| FIRST TEE OF CLEVELAND | |||||||
| 3841 WASHINGTON PARK BLVD | NEWBURGH HTS | OH | 441053178 | PC | Education | $50,000 | |
| FOUNDATION FOR CALIFORNIA UNIVERSITY OF PENNSYLVANIA | |||||||
| 250 UNIVERSITY AVE PO Box 59 | CALIFORNIA | PA | 154191341 | PC | Education | $5,000 | |
| FOUNDATION FOR CALIFORNIA UNIVERSITY OF PENNSYLVANIA | |||||||
| 250 UNIVERSITY AVE PO Box 59 | CALIFORNIA | PA | 154191341 | PC | Education | $5,000 | |
| FOUNDATION FOR THE CHALLENGED | |||||||
| 5970 WILCOX PL STE D Suite D | DUBLIN | OH | 430166808 | PC | Education | $200 | |
| FRANCISCAN SHELTERS | |||||||
| PO BOX 5930 | TOLEDO | OH | 436130930 | PC | Health & Safety | $10,000 | |
| FREDERICK DOUGLASS COMMUNITY A | |||||||
| 1001 Indiana Avenue | Toledo | OH | 436070000 | PC | Health & Safety | $5,000 | |
| FRIENDS IN TENTS | |||||||
| 594 5TH ST NE | BARBERTON | OH | 442032772 | PC | Civic | $550 | |
| FRIENDS OF FIDO | |||||||
| PO BOX 2963 | YOUNGSTOWN | OH | 445110963 | PC | Civic | $1,000 | |
| GATHERING PLACE | |||||||
| 23300 COMMERCE PARK DRIVE SUITE 18 | BEACHWOOD | OH | 441225811 | PC | Health & Safety | $25 | |
| GENEVA COLLEGE | |||||||
| 3200 COLLEGE AVE | BEAVER FALLS | PA | 150103557 | PC | Education | $1,000 | |
| GIRL SCOUTS OF NORTH EAST OHIO | |||||||
| 1 GIRL SCOUT WAY | MACEDONIA | OH | 440562156 | PC | Civic | $5,000 | |
| GOODWILL INDUSTRIES OF AKRON INC | |||||||
| 570 E WATERLOO RD | AKRON | OH | 443191223 | PC | Health & Safety | $5,000 | |
| GREATER AKRON FORE YOUTH DEVLPT INC | |||||||
| 2000 S HAWKINS AVE | AKRON | OH | 443142530 | PC | Civic | $13,000 | |
| GREATER CANTON CHAMBER OF COMMERCE FOUNDATION INC | |||||||
| PO BOX 153 | CANTON | PA | 177240153 | PC | Civic | $200 | |
| GREATER CLEVELAND FOOD BANK INC | |||||||
| 13815 COIT RD | CLEVELAND | OH | 441102201 | PC | Health & Safety | $25 | |
| HABITAT FOR HUMANITY INTERNATIONAL INC | |||||||
| PO BOX 145 | MCMINNVILLE | TN | 371110145 | PC | Civic | $3,500 | |
| HABITAT FOR HUMANITY INTERNATIONAL INC | |||||||
| 100 PARKER CT STE 6 Suite 6 | CHARDON | OH | 440241141 | PC | Civic | $11,154 | |
| HABITAT FOR HUMANITY INTERNATIONAL INC | |||||||
| 31 BELVIDERE AVE | WASHINGTON | NJ | 078821414 | PC | Civic | $516 | |
| HABITAT FOR HUMANITY INTERNATIONAL INC | |||||||
| 201 WASHINGTON ST STE 329 | READING | PA | 196014009 | PC | Civic | $400 | |
| HABITAT FOR HUMANITY INTERNATIONAL INC | |||||||
| 31 BELVIDERE AVE | WASHINGTON | NJ | 078821414 | PC | Civic | $606 | |
| HACKENSACK MERIDIAN HEALTH INC | |||||||
| 399 THORNALL ST STE 2 Floor 7 | EDISON | NJ | 088372238 | PC | Health & Safety | $2,000 | |
| HACKENSACK MERIDIAN HEALTH INC | |||||||
| 399 THORNALL ST STE 2 Floor 7 | EDISON | NJ | 088372238 | PC | Health & Safety | $2,000 | |
| HAVEN OF REST MINISTRIES INCORPORATED | |||||||
| PO BOX 547 | AKRON | OH | 443090547 | PC | Health & Safety | $200 | |
| HCSC BLOOD CENTER | |||||||
| 2171 28TH ST SW | ALLENTOWN | PA | 181037073 | PC | Health & Safety | $100 | |
| HELPING HARVEST FRESH FOOD BANK | |||||||
| 117 MORGAN DR | SINKING SPG | PA | 196081755 | PC | Civic | $152 | |
| HOLLIDAYSBURG AREA YOUNG MENS CHRISTIAN ASSOCIATION | |||||||
| 1111 HEWIT ST | HOLLIDAYSBURG | PA | 166482221 | PC | Civic | $250 | |
| HOPE SHOP | |||||||
| PO BOX 903 | ELIZABETH | WV | 261430903 | PC | Civic | $100 | |
| IDEASTREAM | |||||||
| 1375 EUCLID AVE | CLEVELAND | OH | 441151826 | PC | Arts & Culture | $250 | |
| INTERNATIONAL SOAP BOX DERBY INC | |||||||
| 1000 GEORGE WASHINGTON BLVD | AKRON | OH | 443123004 | PC | Civic | $500 | |
| JEWISH COMMUNITY CENTRE OF YORK PENNSYLVANIA | |||||||
| 2000 HOLLYWOOD DR | YORK | PA | 174034210 | PC | Arts & Culture | $6,667 | |
| JOHN CARROLL UNIVERSITY | |||||||
| 1 JOHN CARROLL BLVD | UNIVERSITY HT | OH | 441184538 | PC | Education | $75 | |
| JOHN CARROLL UNIVERSITY | |||||||
| 1 JOHN CARROLL BLVD | UNIVERSITY HT | OH | 441184538 | PC | Education | $200 | |
| KENT STATE UNIVERSITY FOUNDATION | |||||||
| PO BOX 5190 | KENT | OH | 442420001 | PC | Education | $200 | |
| KONSCIOUS YOUTH DEVELOPMENT & SERVICE | |||||||
| 5 HILLVIEW DR | NEPTUNE | NJ | 077533561 | PC | Civic | $10,000 | |
| LAKE ERIE ISLANDS CONSERVANCY | |||||||
| PO BOX 461 | PUT IN BAY | OH | 434560461 | PC | Civic | $200 | |
| LANDONS LIBRARY TRUST FUND | |||||||
| 317 E OAK ST | OAKLAND | MD | 215501503 | PC | Education | $5,000 | |
| LEBANON RESCUE MISSION INC | |||||||
| 1223 BITTNER BLVD | LEBANON | PA | 170464543 | PC | Civic | $50 | |
| LEUKEMIA & LYMPHOMA SOCIETY INC | |||||||
| 3 INTERNATIONAL DR STE 200 Suite 32 | RYE BROOK | NY | 105737501 | PC | Health & Safety | $25 | 00 |
| LGBT CENTER OF GREATER READING | |||||||
| 640 CENTRE AVE | READING | PA | 196012827 | PC | Health & Safety | $100 | |
| LGBT CENTER OF GREATER READING | |||||||
| 640 CENTRE AVE | READING | PA | 196012827 | PC | Health & Safety | $250 | |
| LOCAL INITIATIVES SUPPORT CORPORATION | |||||||
| 28 LIBERTY ST 34TH FL | NEW YORK | NY | 100051526 | PC | Education | $75,000 | |
| LOCAL INITIATIVES SUPPORT CORPORATION | |||||||
| 28 LIBERTY ST 34TH FL | NEW YORK | NY | 100051526 | PC | Education | $75,000 | |
| LUNCH BREAK | |||||||
| 121 DRS JAMES PARKER BLVD | RED BANK | NJ | 077011441 | PC | Health & Safety | $150 | |
| MARGIES HOPE | |||||||
| 1384 W 117TH ST | LAKEWOOD | OH | 441073011 | PC | Civic | $10,000 | |
| MARKET STREET MISSION INC | |||||||
| 9 MARKET ST | MORRISTOWN | NJ | 079605122 | PC | Health & Safety | $50 | |
| MARYS PLACE BY THE SEA INC | |||||||
| PO BOX 86 | OCEAN GROVE | NJ | 077560086 | PC | Health & Safety | $50 | |
| MATTHEW 25 MINISTRIES INC | |||||||
| 11060 KENWOOD RD | BLUE ASH | OH | 452421816 | PC | Health & Safety | $1,000 | |
| MATTHEW 25 MINISTRIES INC | |||||||
| 11060 KENWOOD RD | BLUE ASH | OH | 452421816 | PC | Health & Safety | $1,000 | |
| MERCY CENTER FOR WOMEN INC | |||||||
| 1039 E 27TH ST | ERIE | PA | 165042919 | PC | Health & Safety | $350 | |
| MIRACLES FROM MAGGIE CHARITABLE TRUST | |||||||
| 7437 COUNTY ROAD 117 | GLENWOOD SPGS | CO | 816014540 | PC | Health & Safety | $1,000 | |
| MIRACLES FROM MAGGIE CHARITABLE TRUST | |||||||
| 7437 COUNTY ROAD 117 | GLENWOOD SPGS | CO | 816014540 | PC | Health & Safety | $1,000 | |
| MISSION SOLVED INC | |||||||
| 311 W 7TH ST | WAYNESBORO | PA | 172682111 | PC | Health & Safety | $1,500 | |
| MONROE STREET NEIGHBORHOOD CENTER | |||||||
| 3613 MONROE ST | TOLEDO | OH | 436064117 | PC | Health & Safety | $10,000 | |
| MORAVIAN UNIVERSITY | |||||||
| 1200 MAIN ST | BETHLEHEM | PA | 180186614 | PC | Education | $100 | |
| MULTIPLE SCLEROSIS ASSOCIATION OF AMERICA INC | |||||||
| 375 KINGS HIGHWAY N STE B | CHERRY HILL | NJ | 080341013 | PC | Health & Safety | $103 | |
| Multiple Sclerosis Association of America Inc | |||||||
| 375 Kings Hwy N | Cherry Hill | NJ | 080340000 | PC | Health & Safety | $5,425 | |
| Multiple Sclerosis Association of America Inc | |||||||
| 375 Kings Hwy N | Cherry Hill | NJ | 080340000 | PC | Health & Safety | $815 | |
| NATIONAL KIDNEY FOUNDATION INC | |||||||
| 30 EAST 33RD STREET | NEW YORK | NY | 100165337 | PC | Health & Safety | $460 | |
| NATIONAL KIDNEY FOUNDATION INC | |||||||
| 30 EAST 33RD STREET | NEW YORK | NY | 100165337 | PC | Health & Safety | $30 | |
| NATIONAL KIDNEY FOUNDATION INC | |||||||
| 30 EAST 33RD STREET | NEW YORK | NY | 100165337 | PC | Health & Safety | $30 | |
| NATIONAL SOCIETY TO PREVENT BLINDNESS | |||||||
| 1500 W 3RD AVE STE 200 | COLUMBUS | OH | 432122817 | PC | Health & Safety | $275 | |
| NELSON GARRETTSVILLE COMMUNITY CUPBOARD INC | |||||||
| PO BOX 294 | GARRETTSVILLE | OH | 442310000 | PC | Civic | $1,800 | |
| NELSON GARRETTSVILLE COMMUNITY CUPBOARD INC | |||||||
| PO BOX 294 | GARRETTSVILLE | OH | 442310000 | PC | Civic | $1,800 | |
| NELSON GARRETTSVILLE COMMUNITY CUPBOARD INC | |||||||
| PO BOX 294 | GARRETTSVILLE | OH | 442310000 | PC | Civic | $1,800 | |
| NEW JERSEY VETERANS NETWORK INC | |||||||
| 10 WARD PL | EAST HANOVER | NJ | 079361432 | PC | Health & Safety | $10,000 | |
| NORTHEASTERN EDUCATIONAL TELEVISION OF OHIO INC | |||||||
| 1750 W CAMPUS CENTER DR | KENT | OH | 442403820 | PC | Education | $100 | |
| NORTHERN OHIO GOLF CHARITIES FOUNDATION INC | |||||||
| 440 E WARNER RD | AKRON | OH | 443191925 | PF | Arts & Culture | $100,000 | |
| NORTHWEST NEW JERSEY COMMUNITY ACTION PROGRAM INC | |||||||
| 350 MARSHALL ST | PHILLIPSBURG | NJ | 088653273 | PC | Health & Safety | $300 | |
| OHIO & ERIE CANALWAY COALITION | |||||||
| 47 W EXCHANGE ST | AKRON | OH | 443081012 | PC | Arts & Culture | $1,050 | |
| OHIO & ERIE CANALWAY COALITION | |||||||
| 47 W EXCHANGE ST Suite 2452 | AKRON | OH | 443081012 | PC | Sustainability | $1,050 | |
| OHIO AMERICAN INDIAN COUNCIL | |||||||
| 2550 FOX AVE SE | MINERVA | OH | 446579279 | PC | Civic | $250 | |
| OHIO DOMESTIC VIOLENCE NETWORK | |||||||
| 174 E LONG ST STE 200 Suite 301 | COLUMBUS | OH | 432151809 | PC | Health & Safety | $5,000 | |
| OHIO DOMESTIC VIOLENCE NETWORK | |||||||
| 174 E LONG ST STE 200 | COLUMBUS | OH | 432151809 | PC | Civic | $300 | |
| OHIO NORTHERN UNIVERSITY | |||||||
| 525 SOUTH MAIN STREET | ADA | OH | 458106000 | PC | Education | $1,600 | |
| OHIO STATE UNIVERSITY FOUNDATION | |||||||
| 2650 KENNY ROAD ROOM 120 | COLUMBUS | OH | 432101060 | PC | Education | $100 | |
| OHIO VALLEY REGION CSB MINISTRIES | |||||||
| 1086 ALLEN SMITH RD | LEAVITTSBURG | OH | 444309757 | PC | Civic | $2,000 | |
| OHIO VALLEY REGION CSB MINISTRIES | |||||||
| 1086 ALLEN SMITH RD | LEAVITTSBURG | OH | 444309757 | PC | Civic | $2,000 | |
| OHIO VALLEY REGION CSB MINISTRIES | |||||||
| 1086 ALLEN SMITH RD | LEAVITTSBURG | OH | 444309757 | PC | Civic | $2,500 | |
| ON EAGLES WINGS INC | |||||||
| 661 OPEKISKA RIDGE RD | FAIRMONT | WV | 265548689 | PC | Civic | $20,000 | |
| OUTSUPPORT INC | |||||||
| PO BOX 1728 | MEDINA | OH | 442581728 | PC | Health & Safety | $10,000 | |
| PAPER MILL PLAYHOUSE | |||||||
| 22 BROOKSIDE DR | MILLBURN | NJ | 070411605 | PC | Arts & Culture | $2,500 | |
| PELOTONIA | |||||||
| 450 W BROAD ST | COLUMBUS | OH | 432152760 | PC | Health & Safety | $400 | |
| PENNSYLVANIA STATE UNIVERSITY | |||||||
| 2583 Gateway Drive | State College | PA | 168010000 | GOV | Education | $500 | |
| PEOPLE OF WORTH INCORPORATED | |||||||
| 528 RUBENS CIRCLE | MARTINSBURG | WV | 254030000 | PC | Civic | $20,000 | |
| PLAYHOUSE SQUARE FOUNDATION | |||||||
| 1501 EUCLID AVE STE 200 Suite 200 | CLEVELAND | OH | 441152108 | PC | Arts & Culture | $600 | |
| POCAHONTAS COUNTY SENIOR CITIZENS INC | |||||||
| 20626 SENECA TRL | MARLINTON | WV | 249545506 | PC | Health & Safety | $2,650 | |
| POCAHONTAS COUNTY SENIOR CITIZENS INC | |||||||
| 20626 SENECA TRL | MARLINTON | WV | 249545506 | PC | Civic | $1,530 | |
| REACHING ABOVE HOPELESSNESS AND BROKENNESS MINISTRIES INC | |||||||
| 3480 W MARKET ST STE 303 | FAIRLAWN | OH | 443333379 | PC | Civic | $600 | |
| READING PRIDE CELEBRATION | |||||||
| 201 WASHINGTON STREET SUITE 513 | READING | PA | 196014009 | PC | Civic | $50 | |
| RIDGWAY FIRE DEPARTMENT INC | |||||||
| PO BOX 391 PO Bpx 391 | RIDGWAY | PA | 158530391 | PC | Civic | $100 | |
| RONALD MCDONALD HOUSE CHARITIES OF NORTHEAST OHIO INC | |||||||
| 10415 EUCLID AVE | CLEVELAND | OH | 441064709 | PC | Health & Safety | $2,500 | |
| ROTARY CAMP FOR CHILDREN WITH SPECIAL NEEDS INC | |||||||
| 4460 REX LAKE DRIVE | AKRON | OH | 443190000 | PC | Health & Safety | $250 | |
| SAINT FRANCIS UNIVERSITY | |||||||
| PO BOX 600 | LORETTO | PA | 159400600 | PC | Education | $100 | |
| SECOND HARVEST FOOD BANK OF NORTHWEST PENNSYLVANIA | |||||||
| 1507 GRIMM DR | ERIE | PA | 165011580 | PC | Health & Safety | $1,000 | |
| SEMACH SEDEK R I A S | |||||||
| 2004 S GREEN RD | SOUTH EUCLID | OH | 441214243 | PC | Civic | $100 | |
| SETON HILL UNIVERSITY | |||||||
| 1 SETON HILL DR | GREENSBURG | PA | 156011548 | PC | Education | $500 | |
| SOUTH STREET THEATER CO INC | |||||||
| 100 SOUTH ST | MORRISTOWN | NJ | 079604149 | PC | Arts & Culture | $1,250 | |
| STONY GLEN CAMP | |||||||
| 5300 W LOVELAND RD | MADISON | OH | 440579553 | PC | Education | $2,500 | |
| SUMMIT CHORAL SOCIETY INC | |||||||
| 140 E MARKET ST | AKRON | OH | 443082014 | PC | Arts & Culture | $2,650 | |
| THE ARC OF CRAWFORD COUNTY INC | |||||||
| 222 CHESTNUT ST | MEADVILLE | PA | 163353407 | PC | Civic | $6,667 | |
| THE CHILDRENS HOSPITAL OF PHILADELPHIA | |||||||
| 3401 CIVIC CENTER BLVD | PHILADELPHIA | PA | 191044319 | PC | Health & Safety | $50 | |
| THE CHILDRENS HOSPITAL OF PHILADELPHIA | |||||||
| 3401 CIVIC CENTER BLVD | PHILADELPHIA | PA | 191044319 | PC | Health & Safety | $50 | |
| THE CHILDRENS HOSPITAL OF PHILADELPHIA FOUNDATION | |||||||
| 3401 CIVIC CENTER BLVD | PHILADELPHIA | PA | 191044319 | PC | Health & Safety | $200 | |
| THE CHILDRENS HOSPITAL OF PHILADELPHIA FOUNDATION | |||||||
| 3401 CIVIC CENTER BLVD | PHILADELPHIA | PA | 191044319 | PC | Health & Safety | $1,000 | |
| THE IM ABLE FOUNDATION | |||||||
| 1007 HILL AVE BUILDING 17 Building | WYOMISSING | PA | 196100000 | PC | Civic | $550 | 17 |
| THE MUSICAL ARTS ASSOCIATION | |||||||
| 11001 EUCLID AVE | CLEVELAND | OH | 441061713 | PC | Civic | $600 | |
| THE MUSICAL ARTS ASSOCIATION | |||||||
| 11001 EUCLID AVE | CLEVELAND | OH | 441061713 | PC | Civic | $4,000 | |
| THE MUSICAL ARTS ASSOCIATION | |||||||
| 11001 EUCLID AVE | CLEVELAND | OH | 441061713 | PC | Civic | $4,000 | |
| THE RIVER VALLEY REGIONAL YOUNG MENS CHRISTIAN ASSOCIATION | |||||||
| 641 WALNUT ST | WILLIAMSPORT | PA | 177014829 | PC | Civic | $150 | |
| TRANSFORMATIONS BY AUSTIN ANGELS | |||||||
| 25935 DETROIT RD PMB 220 | WESTLAKE | OH | 441452452 | PC | Civic | $100 | |
| UNIVERSITY HOSPITALS HEALTH SYSTEM INC | |||||||
| 3605 WARRENSVILLE CENTER RD MCCO 50 | SHAKER HTS | OH | 441225203 | PC | Health & Safety | $25 | 62 |
| UNIVERSITY OF AKRON FOUNDATION | |||||||
| 302 BUCHTEL MALL Department of Deve | AKRON | OH | 443256220 | PC | Education | $150 | lopment |
| UNIVERSITY OF PITTSBURGH | |||||||
| 200 S CRAIG ST | PITTSBURGH | PA | 152603706 | PC | Civic | $6,667 | |
| UNIVERSITY OF TOLEDO FOUNDATION | |||||||
| 2801 West Bancroft Driscoll Center | tToledo | OH | 436060000 | PC | Education | $1,000 | MS 319 |
| VALLEY SCHOOL OF LIGONIER | |||||||
| PO BOX 616 | LIGONIER | PA | 156580616 | PC | Education | $1,000 | |
| VALLEY SCHOOL OF LIGONIER | |||||||
| PO BOX 616 | LIGONIER | PA | 156580616 | PC | Education | $1,000 | |
| VALLEY SCHOOL OF LIGONIER | |||||||
| PO BOX 616 | LIGONIER | PA | 156580616 | PC | Education | $500 | |
| VENANGO MUSEUM OF ART SCIENCE AND INDUSTRY | |||||||
| 270 SENECA STREET | OIL CITY | PA | 163010000 | PC | Arts & Culture | $1,000 | |
| WASHINGTON ROTARY FOUNDATION | |||||||
| 203 STATE ROUTE 31 N | WASHINGTON | NJ | 078821531 | PC | Education | $5,660 | |
| WATOGA STATE PARK FOUNDATION INC | |||||||
| 4800 WATOGA PARK RD | MARLINTON | WV | 249545962 | PC | Civic | $500 | |
| WELL COMMUNITY DEVELOPMENT CORPORATION | |||||||
| 647 E MARKET ST | AKRON | OH | 443041620 | PC | Civic | $2,700 | |
| WELL COMMUNITY DEVELOPMENT CORPORATION | |||||||
| 647 E MARKET ST | AKRON | OH | 443041620 | PC | Civic | $2,700 | |
| WESTMINSTER COLLEGE | |||||||
| 319 S MARKET ST | NEW WILMNGTN | PA | 161720002 | PC | Education | $40 | |
| WESTMORELAND COUNTY FOOD BANK INC | |||||||
| 100 DEVONSHIRE DR | DELMONT | PA | 156261607 | PC | Health & Safety | $1,500 | |
| WESTMORELAND COUNTY FOOD BANK INC | |||||||
| 100 DEVONSHIRE DR | DELMONT | PA | 156261607 | PC | Health & Safety | $25 | |
| WESTMORELAND COUNTY FOOD BANK INC | |||||||
| 100 DEVONSHIRE DR | DELMONT | PA | 156261607 | PC | Health & Safety | $25 | |
| YMCA OF CENTRAL STARK COUNTY | |||||||
| 4700 DRESSLER RD NW | CANTON | OH | 447182570 | PC | Civic | $1,000 | |
| YMCA OF CENTRAL STARK COUNTY | |||||||
| 4700 DRESSLER RD NW | CANTON | OH | 447182570 | PC | Civic | $500 | |
| YOUNG MENS CHRISTIAN ASSN OF RIDGWAY PA | |||||||
| 34 N BROAD ST | RIDGWAY | PA | 158531029 | PC | Civic | $500 | |
| YOUNGSTOWN STATE UNIVERSITY FOUNDATION | |||||||
| 655 WICK AVE | YOUNGSTOWN | OH | 445021214 | PC | Education | $40 | |
| YOUNGSTOWN SYMPHONY SOCIETY INC | |||||||
| 260 W FEDERAL ST | YOUNGSTOWN | OH | 445031206 | PC | Arts & Culture | $100 | |
| YOUTH CHALLENGE | |||||||
| 800 SHARON DRIVE | WESTLAKE | OH | 441450000 | PC | Education | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,276,512 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,699,799 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$2,358,336 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $341,463 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $341,463 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX RETURN PREPARATION FEES | CategoryTxt |
| Amt | $34,814 | Amt |
| Disbursements Charitable Prps | $34,814 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NORTHERN OHIO GOLF CHARITIES FOUNDATION INC | |||||||||||
| 440 E WARNER RD | AKRON | OH | 443191925 | 2022-03-29 | $100,000 | Support for the Northern Ohio Golf Charities Foundation's grant application process | $100,000 | NO | 12/28/23 | 2023-12-28 | TO THE KNOWLEDGE OF THE FOUNDATION, AND BASED UPON THE REPORTS FURNISHED BY THE GRANT RECIPIENT, NO PART HAS BEEN USED FOR OTHER THAN ITS INTENDED PURPOSE. |
| NORTHERN OHIO GOLF CHARITIES FOUNDATION INC | |||||||||||
| 440 E WARNER RD | AKRON | OH | 443191925 | 2023-04-03 | $100,000 | Support for the Northern Ohio Golf Charities Foundation's grant application process | $100,000 | NO | 01/23/24 | 2024-01-23 | TO THE KNOWLEDGE OF THE FOUNDATION, AND BASED UPON THE REPORTS FURNISHED BY THE GRANT RECIPIENT, NO PART HAS BEEN USED FOR OTHER THAN ITS INTENDED PURPOSE. |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DOUBLELINE TOTAL RETURN BOND | $0 | $0 |
| METROPOLITAN WEST TOTAL RETURN | $0 | $0 |
| PIMCO INCOME FUND | $17,855,373 | $16,003,929 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EUROPACIFIC GROWTH FUND | $8,277,747 | $7,517,825 |
| DIAMOND HILL LARGE CAP FUND | $15,290,091 | $14,020,786 |
| ALGER SPECTRA FUND CLASS I | $6,666,715 | $6,402,449 |
| AMERICAN BEACON AHL | $4,364,075 | $3,790,677 |
| AMERICAN CTRY SMALL CAP FUND | $10,047,265 | $9,354,192 |
| ARTISAN INTERNATIONAL FUND | $8,551,369 | $10,904,121 |
| VANGUARD FTSE EM FUND | $0 | $0 |
| EATON VANCE - ATL FUND | $10,046,902 | $11,731,333 |
| FIDELITY 500 INDEX | $8,705,265 | $12,653,703 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Ares Global Multi Asset | FMV | $10,000,000 | $9,833,116 |
| Principal Diversified Fund | FMV | $7,904,089 | $6,554,511 |
| ICAPITAL HRBRVST DOVER ST X | FMV | $2,100,000 | $1,662,144 |
| STONE RIDGE REINSURANCE RISK | FMV | $130,430 | $151,337 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $1,999,209 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Membership Dues/Fees | $0 | $0 | $0 | $0 |
| SUBSCRIPTIONS | $39,014 | $0 | $0 | $39,014 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PASSTHROUGH INCOME FROM K-1 | Desc |
| Net Investment Income | -$8,209 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $52,048 | $52,048 | $0 | $0 |
| ADVISORY FEES | $40,000 | $40,000 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $24,129 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |