ASHTABULA FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ASHTABULA FOUNDATION (EIN 34-6538130)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-09
- IRS object ID
- 202511299349101216
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-09T08:57:51-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 463004069 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SNODGRASS OF NE OHIO INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4820 STATE ROAD | AddressLine1Txt |
| City | ASHTABULA | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 346538130 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ASHTABULA FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ASHT | BusinessNameControlTxt |
| Phone | 4409926818 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4510 COLLINS BLVD | AddressLine1Txt |
| City | ASHTABULA | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44004 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | J TROMBLEY KANICKI | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4409926818 | PhoneNum |
| Signature | 2025-04-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEN BOGARDUS CPA | PreparerPersonNm |
| PTIN | P00627376 | PTIN |
| Phone | 4409932142 | PhoneNum |
| 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 | $23,410,434 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $796,077 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $647,994 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $639,634 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $569,503 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,576,730 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $569,503 | CapGainNetIncmNetInvstIncmAmt |
| Incm Modifications Adj Net Incm | $8,771 | IncmModificationsAdjNetIncmAmt |
| Total Rev And Expnss | $2,013,574 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,209,137 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $8,771 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $64,100 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $16,025 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $48,075 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $1,923 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $481 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,442 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $22,289 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,572 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $16,717 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $115,319 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $115,319 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,053 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,256 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $3,768 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $10,838 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $23,233 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $5,808 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $17,425 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $380 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $95 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $285 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $44,665 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $11,164 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $33,500 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $288,800 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $155,720 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $121,212 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,206,596 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,206,596 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,495,396 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $155,720 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,327,808 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $518,178 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,053,417 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $8,771 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $59,071 | CashBOYAmt |
| Cash EOY | $58,592 | CashEOYAmt |
| Cash EOYFMV | $58,592 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $549,186 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $645,854 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $645,854 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $218 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $123 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $123 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $5,612,688 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,482,528 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,482,528 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $15,604,810 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $16,213,420 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $16,213,420 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $52,858 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $47,987 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $6,811 | LandBOYAmt |
| Land EOY | $4,871 | LandEOYAmt |
| Land EOYFMV | $4,871 | LandEOYFMVAmt |
| Other Assets BOY | $5,269 | OtherAssetsBOYAmt |
| Other Assets EOY | $5,046 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,046 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $21,838,053 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,410,434 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $23,410,434 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1,707 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,750 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,707 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,750 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $16,120,534 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $17,101,462 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $5,715,812 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $6,307,222 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $21,836,346 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $23,408,684 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $21,838,053 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $23,410,434 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $21,836,346 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $518,178 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,054,160 | OtherIncreasesAmt |
| Subtotal | $23,408,684 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $23,408,684 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| KEY BANK- COBLITZ FUND | P | $4,286 | $3,100 | $1,186 | $1,186 |
| WELLS FARGO- UNDESIGNATED FUND | P | $1,261,319 | $1,255,706 | $5,613 | $5,613 |
| WELLS FARGO- UNDESIGNATED FUND | P | $2,072,789 | $1,931,600 | $141,189 | $141,189 |
| WELLS FARGO- DESIGNATED FUND | P | $133,091 | $132,229 | $862 | $862 |
| WELLS FARGO- DESIGNATED FUND | P | $545,297 | $516,724 | $28,573 | $28,573 |
| WELLS FARGO- RISING SCHOLARS | P | $49,879 | $49,199 | $680 | $680 |
| WELLS FARGO- RISING SCHOLARS | P | $118,826 | $118,669 | $157 | $157 |
| CAPITAL GAINS DIVIDENDS | P | $391,243 | $391,243 | $391,243 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $569,503 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,642 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $14,642 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $14,642 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,664 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,664 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $177 | EsPenaltyAmt |
| Tax Due | $10,155 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.ASHTABULAFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | KELLEY L KATON | IndividualWithBooksNm |
| Phone | 4409926818 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4510 COLLINS BLVD SUITE 6 | AddressLine1Txt |
| City | ASHTABULA | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| TIM GREEN | ||||||||
| 4311 LAKE ROAD | CONNEAUT | OH | 44030 | PRESIDENT/DIRECTOR | 2.00 | $0 | $0 | $0 |
| LYNN ZALEWSKI | ||||||||
| 7331 SOUTH RIDGE RD EAST | GENEVA | OH | 44041 | VICE PRESIDENT/DIRECTOR | 2.00 | $0 | $0 | $0 |
| J TROMBLEY KANICKI | ||||||||
| 6220 GREEN ROAD | ASHTABULA | OH | 44004 | TREASURER/DIRECTOR | 2.00 | $0 | $0 | $0 |
| DR JEROME R BROCKWAY | ||||||||
| 1565 STATE ROUTE 167 | JEFFERSON | OH | 44047 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| RICK COBLITZ | ||||||||
| 5610 MAIN AVE | ASHTABULA | OH | 44004 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| JOSEPH A MISINEC JR | ||||||||
| 3551 DEER CREEK PALLADIAN CIRCLE | DEERFIELD BEACH | FL | 33442 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| CHERYLE CHIARAMONTE | ||||||||
| 3881 AUSTINBURG ROAD | ASHTABULA | OH | 44004 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| CAROLYN TURK | ||||||||
| BOX 101 | ORWELL | OH | 44076 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| GLEN W WARNER | ||||||||
| 165 RIVER FALLS DRIVE | DUNCAN | SC | 29334 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| MICHELLE MCCLURE | ||||||||
| 3247 BRIANNA COURT | ASHTABULA | OH | 44004 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $23,015,134 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $56,265 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $23,071,399 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $23,071,399 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $346,071 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $22,725,328 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,136,266 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,136,266 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,642 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,642 | TotalTaxAmt |
| Distributable Before Adj | $1,121,624 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $8,771 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,130,395 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,130,395 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,327,808 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,327,808 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,130,395 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $171,825 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,327,808 | QualifyingDistributionsAmt |
| Applied To Year1 | $171,825 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,130,395 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $25,588 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $25,588 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $25,588 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $25,588 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ONLINE FORM | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4510 COLLINS BLVD | AddressLine1Txt |
| City | ASHTABULA | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4409926818 | RecipientPhoneNum |
| Recipient Email Address | ASHTABULAFDN@GMAIL.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | AMOUNT AND PURPOSE OF REQUEST AND PROOF THAT ORGANIZATION IS A QUALIFYING ORGANIZATION. THESE ARE STANDARD FORMS FOR SCHOLARSHIP PROGRAMS THAT MAY BE OBTAINED FROM FOUNDATION OFFICES. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | RELIGIOUS AND CHARITABLE PURPOSES PRIMARILY TO BENEFIT THE ASHTABULA OHIO AREA. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (83 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACDL FOUNDATION | ||||||
| 4335 PARK AVE | ASHTABULA | OH | 44004 | NONE | GENEVA LIBRARY BUILDING PROJECT | $50,000 |
| ADDA | ||||||
| PO BOX 362 | ASHTABULA | OH | 440050362 | NONE | GENERAL DONATION | $500 |
| AFTER SCHOOL DISCOVERY | ||||||
| PO BOX 113 | ASHTABULA | OH | 44005 | NONE | SUMMER 2024 PROGRAMS, GENERAL DONATION | $27,500 |
| AMERICAN HEART ASSOCIATION | ||||||
| 1375 E 9TH 600 | CLEVELAND | OH | 44114 | NONE | LIBRARIES WITH HEART | $10,000 |
| AMERICAN RED CROSS | ||||||
| 2747 EUCLID AVE | CLEVELAND | OH | 44115 | NONE | SUPPORTING BLOOD DRIVES, GENERAL DONATION | $20,250 |
| ARMC FOUNDATION | ||||||
| 2420 LAKE ROAD | ASHTABULA | OH | 44004 | NONE | NEW PATIENT CARE TOWER | $250,000 |
| ARMC | ||||||
| 2259 LAKE AVE | ASHTABULA | OH | 44004 | NONE | DESIGNATED GIFT- OPERATING FUNDS | $70,121 |
| ASHCRAFT INDUSTRIES | ||||||
| 5959 GREEN RD | ASHTABULA | OH | 440050934 | NONE | GENERAL DONATION | $1,924 |
| ASHTABULA ARTS CENTER | ||||||
| 2928 W 13TH ST | ASHTABULA | OH | 44004 | NONE | SECURITY CAMERA PROJECT, GENERAL DONATION | $19,040 |
| ASHTABULA COUNTY APL | ||||||
| 3970 GREEN ROAD | ASHTABULA | OH | 44004 | NONE | GENERAL DONATION | $175 |
| ASHTABULA COUNTY CONCERTS OF PRAYER | ||||||
| PO BOX 925 | ASHTABULA | OH | 440050925 | NONE | 2023 PRAYER BREAKFAST | $2,000 |
| ASHTABULA COUNTY COVERED BRIDGE FESTIVAL | ||||||
| 25 W JEFFERSON ST | JEFFERSON | OH | 44047 | NONE | CBF CALENDERS | $1,500 |
| ASHTABULA COUNTY ESC | ||||||
| 2630 W 13 ST STE A | ASHTABULA | OH | 44004 | NONE | VR ENHANCED CONTENT | $4,400 |
| ASHTABULA COUNTY HISTORICAL SOCIETY | ||||||
| PO BOX 362 | JEFFERSON | OH | 44047 | NONE | BRIDGE TO HISTORY RENOVATIONS | $9,800 |
| ASHTABULA COUNTY TECHNICAL SCHOOL | ||||||
| 1565 ST RT 167 | JEFFERSON | OH | 44047 | NONE | GENERAL DONATION | $1,000 |
| ASHTABULA COUNTY YMCA | ||||||
| 2630 W 14 ST STE A | ASHTABULA | OH | 44004 | NONE | DESIGNATED GIFT- OPERATING FUNDS | $47,007 |
| ASHTABULA MARITIME MUSEUM | ||||||
| PO BOX 1546 | ASHTABULA | OH | 440050113 | NONE | GENERAL DONATION | $770 |
| AXESSPOINTE COMMUNITY HEALTH PARTNERS | ||||||
| 1400 SOUTH ARLINGTON ST 38 | AKRON | OH | 44306 | NONE | GENERAL DONATION | $5,000 |
| BEATITUDE HOUSE | ||||||
| 238 TOD LANE | YOUNGSTOWN | OH | 44504 | NONE | RESTOCK PROJECT, GENERAL DONATION | $9,050 |
| BIG BROTHERS BIG SISTERS OF NE OHIO | ||||||
| 8 NORTH STATE STREET STE 360 | PAINESVILLE | OH | 44077 | NONE | MENTORING PROGRAM | $5,000 |
| CATHOLIC CHARITIES OF ASHTABULA COUNTY | ||||||
| 4200 PARK AVE 3RD FLOOR | ASHTABULA | OH | 44004 | NONE | ASSISTANCE FOR HOMEOWNERS IN CRISIS | $23,500 |
| CHRISTIAN FAITH ACADEMY | ||||||
| 2710 STATE RD | ASHTABULA | OH | 44004 | NONE | GENERAL DONATION | $1,000 |
| CIVIC DEVELOPMENT CORPORATION | ||||||
| PO BOX 131 | ANDOVER | OH | 44003 | NONE | ASHTABULA COUNTY METROPARKS, GENERAL DONATION | $101,000 |
| CLEVELAND RAPE CRISIS CENTER | ||||||
| 5021 STATE RD | ASHTABULA | OH | 44004 | NONE | PREVENTION | $12,000 |
| COMMUNITY COUNSELING CENTER | ||||||
| 2801 C COURT | ASHTABULA | OH | 44004 | NONE | GENERAL DONATION | $1,250 |
| CONNEAUT ARTS CENTER | ||||||
| 1025 BUFFALO ST | CONNEAUT | OH | 44030 | NONE | GENERAL DONATION | $600 |
| CONNEAUT CHURCH OF GOD | ||||||
| 5327 CENTER RD | CONNEAUT | OH | 44030 | NONE | GENERAL DONATION | $67,000 |
| CONNEAUT YOUTH CENTER | ||||||
| 229 MAIN ST | CONNEAUT | OH | 44030 | NONE | GENERAL DONATION | $750 |
| CONVERSATION STATION | ||||||
| PO BOX 443 | ORWELL | OH | 44076 | NONE | GENERAL DONATION | $750 |
| COUNTRY NEIGHBOR PROGRAM INC | ||||||
| PO BOX 212 | ORWELL | OH | 44076 | NONE | FEED THE HOPE, GENERAL DONATIONS | $10,900 |
| D-DAY OHIO INC | ||||||
| 283 BUFFALO ST | CONNEAUT | OH | 44030 | NONE | GENERAL DONATION | $250 |
| FAMILY PRIDE OF NE OHIO | ||||||
| 1110 LAKE AVE | ASHTABULA | OH | 44004 | NONE | MENTAL HEALTH CARE | $12,000 |
| FELLOWSHIP OF CHRISTIAN ATHLETES | ||||||
| 2400 AUSTINBURG RD | ASHTABULA | OH | 44004 | NONE | GENERAL DONATION | $600 |
| FIRST CONGREGATIONAL UNITED CHURCH OF CHRIST | ||||||
| PO BOX 177 | ANDOVER | OH | 44003 | NONE | GENERAL DONATION | $1,500 |
| FIRST UNITED METHODIST CHURCH GENEVA | ||||||
| 89 SOUTH BROADWAY | GENEVA | OH | 44041 | NONE | KITCHEN UPGRADE | $3,216 |
| FOP ASHTABULA LODGE #26 | ||||||
| 110 W 44TH ST | ASHTABULA | OH | 44004 | NONE | SAFETY TOWN HELMETS | $2,800 |
| FRIENDS OF CONNEAUT PUBLIC LIBRARY | ||||||
| 304 BUFFALO STREET | CONNEAUT | OH | 44030 | NONE | GENERAL DONATION | $500 |
| FRIENDS OF THE ASHTABULA COUNTY JUVENILE PROBATE COURT | ||||||
| 4717 MAIN AVE | ASHTABULA | OH | 44004 | NONE | GENERAL DONATIONGENERAL DONATION | $1,750 |
| GATEWAY OUTDOOR LEARNING CENTER | ||||||
| PO BOX 732 | CONNEAUT | OH | 44030 | NONE | OUTDOOR CLASSROOM PAVILION PROJECT | $3,500 |
| GENEVA AREA SENIOR CORPORATION | ||||||
| 62 WEST MAIN ST | GENEVA | OH | 44041 | NONE | SIGNAGE, TABLES AND CHAIRS | $3,832 |
| GENEVA FOOD PANTRY | ||||||
| 505 WEST MAIN | GENEVA | OH | 44041 | NONE | GENERAL DONATION | $4,000 |
| GIRL SCOUTS OF NE OHIO | ||||||
| 1 GIRL SCOUT WAY | MACEDONIA | OH | 44056 | NONE | SCOUTING PROGRAM | $5,000 |
| GO COMMUNITY DEVELOPMENT CENTER | ||||||
| PO BOX 1173 | ASHTABULA | OH | 44005 | NONE | GENERAL DONATION | $1,500 |
| GOODWILL INDUSTRIES | ||||||
| 621 GOODWILL DR | ASHTABULA | OH | 44004 | NONE | TRAINING PROGRAMS | $12,000 |
| GRAND RIVER ACADEMY | ||||||
| 3042 COLLEGE ST | AUSTINBURG | OH | 44010 | NONE | GENERAL DONATION | $500 |
| GRAND VALLEY SCHOOLS | ||||||
| 111 GRAND VALLEY AVE STE A | ORWELL | OH | 44076 | NONE | GENERAL DONATION | $750 |
| H2O MISSIONS | ||||||
| 184 E WALNUT ST | JEFFERSON | OH | 44047 | NONE | GENERAL DONATION | $808 |
| HARBOR TOPKY MEMORIAL LIBRARY | ||||||
| 1633 WALMUT BLVD | ASHTABULA | OH | 44004 | NONE | MURAL CONSERVATION | $2,500 |
| HARVEY SCHOLARSHIPS | ||||||
| 4510 COLLINS BOULEVARD SUITE 6 | ASHTABULA | OH | 44004 | NONE | SCHOLARSHIPS | $41,000 |
| HENDERSON MEMORIAL PUBLIC LIBRARY | ||||||
| 54 E JEFFERSON ST | JEFFERSON | OH | 44047 | NONE | GENERAL DONATION | $1,150 |
| HOMESAFE INC | ||||||
| PO BOX 702 | ASHTABULA | OH | 44004 | NONE | GENERAL DONATION | $30,500 |
| HOSPICE OF THE WESTERN RESERVE | ||||||
| 1166 LAKE AVE | ASHTABULA | OH | 44004 | NONE | PALLATIVE CARE | $17,075 |
| IBELIEVE FOUNDATION | ||||||
| PO BOX 10458 | COLUMBUS | OH | 43201 | NONE | GENERAL DONATION | $500 |
| JEFFERSON HISTORICAL SOCIETY | ||||||
| 42 E JEFFERSON ST | JEFFERSON | OH | 44047 | NONE | GENERAL DONATION | $750 |
| JUNIOR ACHIEVEMENT | ||||||
| PO BOX 2985 | ASHTABULA | OH | 44005 | NONE | K-12 PROGRAMS IN ASHTABULA COUNTY | $7,800 |
| KENT STATE UNIVERSITY RESEARCH CORP | ||||||
| 800 E SUMMIT ST | KENT | OH | 44242 | NONE | LGBTQ COMMUNITY NEEDS ASSESSMENT | $2,500 |
| KINGSVILLE PUBLIC LIBRARY | ||||||
| PO BOX 57 | KINGSVILLE | OH | 44048 | NONE | FOOD FOR THOUGHT PROGRAM, GENERAL DONATION | $1,525 |
| LAKESIDE SOCIETY FOR THE PERFORMING ART | ||||||
| 6600 SANBORN RD | ASHTABULA | OH | 44004 | NONE | GENERAL DONATION | $800 |
| LEARNING ABOUT BUSINESS | ||||||
| 391 W WASHINGTON ST | PAINESVILLE | OH | 44077 | NONE | GENERAL DONATION | $325 |
| LEGAL AID SOCIETY | ||||||
| 121 WALNUT STREET | JEFFERSON | OH | 44047 | NONE | GROWING LEGAL AID SERVICES | $25,000 |
| LIFEACT | ||||||
| 210 BELL ST | CHAGRIN FALLS | OH | 44022 | NONE | SUICIDE PREVENTION | $4,500 |
| LOVEREVOL INC | ||||||
| 308 MAIN ST | CONNEAUT | OH | 44030 | NONE | GENERAL DONATION | $1,500 |
| MADDOX & FRIENDS CAT RESCUE | ||||||
| 683 MAPLE AVE | CONNEAUT | OH | 44030 | NONE | GENERAL DONATION | $2,500 |
| MAKE A WISH FOUNDATION OF OH KY & IN | ||||||
| 6060 ROCKSIDE WOODS BLVD 315 | INDEPENDENCE | OH | 44131 | NONE | WISH GRANTING IN ASHTABULA COUNTY | $2,000 |
| MYA WOMEN'S CENTER | ||||||
| 517 W PROSPECT RD STE D | ASHTABULA | OH | 44004 | NONE | GENERAL DONATION | $1,800 |
| NEW LEAF CHILDCARE | ||||||
| 110 GATEWAY AVE | CONNEAUT | OH | 44030 | NONE | GENERAL DONATION | $3,350 |
| OUR LADY OF PEACE PARISH | ||||||
| 3312 LAKE AVE | ASHTABULA | OH | 44004 | NONE | GENERAL DONATION | $1,000 |
| PENTECOSTAL COMMUNITY CHURCH | ||||||
| 5348 PECK RD | JEFFERSON | OH | 44047 | NONE | VACATION BIBLE SCHOOL | $750 |
| RISING SCHOLARS | ||||||
| 4510 COLLINS BOULEVARD SUITE 6 | ASHTABULA | OH | 44004 | NONE | SCHOLARSHIPS | $42,114 |
| SAINT JOHN SCHOOL | ||||||
| 7911 DEPOT ROAD | ASHTABULA | OH | 44004 | NONE | DESIGNATED GIFT, GENERAL DONATION | $76,000 |
| SAINT JOSEPH'S UNIVERSITY | ||||||
| 600 S 43RD STREET | PHILADELPHIA | PA | 19104 | NONE | DESIGNATED GIFT- SCHOLARSHIPS | $19,637 |
| SAMARITAN HOUSE | ||||||
| PO BOX 743 | ASHTABULA | OH | 44005 | NONE | GENERAL DONATION | $5,250 |
| SHELDON CALVARY CAMP | ||||||
| 4411 LAKE RD | CONNEAUT | OH | 44030 | NONE | SOLAR PANEL PROJECT, GENERAL DONATION | $6,825 |
| SPIDERWEB | ||||||
| 226 E ERIE ST | JEFFERSON | OH | 44047 | NONE | GENERAL DONATION | $1,792 |
| ST PETERS EPISCOPAL CHURCH | ||||||
| PO BOX 357 | ASHTABULA | OH | 440050357 | NONE | GENERAL DONATION | $1,000 |
| TIFERETH ISREAL CONGREGATION | ||||||
| PO BOX 739 | ASHTABULA | OH | 44005 | NONE | GENERAL DONATION | $3,540 |
| TRINITY PREABYTERIAN | ||||||
| 1342 W PROSPECT RD | ASHTABULA | OH | 44004 | NONE | GENERAL DONATION | $500 |
| UH GENEVA MEDICAL CENTER | ||||||
| 13207 RAVENNA RD | CHARDON | OH | 44024 | NONE | GENERAL DONATION | $500 |
| UNITED WAY OF ASHTABULA COUNTY | ||||||
| 3705 STATE ROAD STE 203 | ASHTABULA | OH | 44004 | NONE | 2024-2025 LIVE UNITED CAMPAIGN | $60,000 |
| VALLEY COMMUNICATION GROWTH CONNECTION | ||||||
| PO BOX 514 | ORWELL | OH | 44076 | NONE | GENERAL DONATION | $175 |
| W HILL PIPE ORGAN FUND | ||||||
| PO BOX 934 | ASHTABULA | OH | 440050934 | NONE | DESIGNATED GIFT- ORGAN MAINTENANCE | $500 |
| YOUTH ENRICHMENT FUND | ||||||
| 4510 COLLINS BOULEVARD SUITE 6 | ASHTABULA | OH | 44004 | NONE | GENERAL DONATION | $27,145 |
| ZONTA FOUNDATION FOR WOMEN | ||||||
| 1200 HARGER ROAD SUITE 330 | OAK BROOK | IL | 60523 | NONE | GENERAL DONATION | $4,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,206,596 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACDL FOUNDATION | ||||||
| 4335 PARK AVE | ASHTABULA | OH | 44004 | NONE | LIBRARY EXPANSION PROJECT | $50,000 |
| ARMC FOUNDATION | ||||||
| 2420 LAKE ROAD | ASHTABULA | OH | 44004 | NONE | PATIENT CARE TOWER | $250,000 |
| SAINT JOHN SCHOOL | ||||||
| 7911 DEPOT RD | ASHTABULA | OH | 44004 | NONE | PHASE II | $75,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $375,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $647,994 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $391,243 | ExclusionAmt |
| Related Or Exempt Function Incm | $178,260 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,039,237 | ExclusionAmt |
| Related Or Exempt Function Incm | $178,260 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,217,497 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8E | LineNumberTxt |
| Relationship Statement | 2024 REALIZED GAINS | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| J LINCOLN MORRIS | ||||||
| 1 | 5239 LAKE RD WEST 303 | ASHTABULA | OH | 44004 | $487,300 | Yes (X) |
| CAROLYN AND RALPH TURK | ||||||
| 2 | PO BOX 101 | ORWELL | OH | 44076 | $5,000 | Yes (X) |
| BEVERLY JOHNSON | ||||||
| 3 | 2556 WALNUT BVLD | ASHTABULA | OH | 44004 | $5,000 | Yes (X) |
| JACK W ROSS TRUST | ||||||
| 4 | PO BOX 5065 | CLEVELAND | OH | 44101 | $183,367 | Yes (X) |
| JOYCE MORRIS | ||||||
| 5 | 5239 LAKE RD WEST 303 | ASHTABULA | OH | 44004 | $100,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING/AUDIT/TAX FEES | $19,677 | $4,919 | $14,758 |
| CONTRACT SERVICES | $2,612 | $653 | $1,959 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DESIGNATED FUNDS | $1,331,974 | $1,331,974 |
| UNDESIGNATED FUNDS | $4,737,587 | $4,737,587 |
| RISING SCHOLARS FUNDS | $412,967 | $412,967 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $123 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $123 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DESIGNATED FUNDS | FMV | $3,383,995 | $3,383,995 |
| UNDESIGNATED FUNDS | FMV | $11,824,107 | $11,824,107 |
| RISING SCHOLARS FUNDS | FMV | $700,164 | $700,164 |
| COBLITZ FUND | FMV | $115,832 | $115,832 |
| JACK ROSS FUND | FMV | $189,322 | $189,322 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTANGIBLE ASSETS | Desc |
| BOY Book Value | $5,269 | BOYBookValueAmt |
| EOY Book Value | $5,046 | EOYBookValueAmt |
| EOYFMV | $5,046 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES | $2,649 | $662 | $1,987 |
| EQUIPMENT RENTAL | $3,508 | $877 | $2,631 |
| INSURANCE | $1,792 | $448 | $1,344 |
| MARKETING | $8,109 | $2,024 | $6,082 |
| MISCELLANEOUS | $3,499 | $875 | $2,624 |
| OFFICE SUPPLIES | $1,580 | $395 | $1,185 |
| TELEPHONE/INTERNET | $4,450 | $1,113 | $3,338 |
| YOUTH PHILANTHROPY STIPEND AND EXPENSES | $18,340 | $4,585 | $13,755 |
| POSTAGE | $738 | $185 | $554 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN(LOSS) ON INVESTMENTS | $1,045,389 |
| RETURNED GRANTS | $8,771 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL WITHHOLDINGS | Desc |
| BOY Book Value | $1,707 | BOYBookValueAmt |
| EOY Book Value | $1,750 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CUSTODIAL FEES | CategoryTxt |
| Amt | $115,319 | Amt |
| Net Investment Income | $115,319 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAX | $5,024 | $1,256 | $3,768 |
| FEDERAL EXCISE TAX | $1,029 | $0 | $0 |