PARK FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- PARK FAMILY FOUNDATION (EIN 20-0791170)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-11
- IRS object ID
- 202311319349102706
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-11T12:06:44-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200791170 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PARK FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PARK | BusinessNameControlTxt |
| Phone | 2162652527 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3555 RESERVE COMMONS DRIVE | AddressLine1Txt |
| City | MEDINA | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44256 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAN K PARK | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 2162652527 | PhoneNum |
| Signature | 2023-05-10 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAN | PersonFirstNm |
| Person Last | PARK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $56,746,002 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $4,416 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $902,915 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $902,915 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$529,616 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,977,370 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $377,715 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $902,915 | TotalNetInvstIncmAmt |
| 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 |
| Taxes Rev And Expnss | $11,221 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $555 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $135,738 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $131,322 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,650 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $146,959 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $131,877 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,650 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,145,850 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,145,850 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,292,809 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $131,877 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,151,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,915,094 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $771,038 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $214,711 | CashBOYAmt |
| Cash EOY | $89,761 | CashEOYAmt |
| Cash EOYFMV | $89,761 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,685,385 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,462,031 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,462,031 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $55,746 | AcctRcvblAmt |
| Acct Rcvbl BOY | $4,091 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $55,746 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $55,746 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,477,705 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,492,040 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $14,126,276 | CorporateStockBOYAmt |
| Corporate Stock EOY | $13,859,527 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $31,386,457 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,866,464 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,329,839 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,822,192 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $12,069,787 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,797,274 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,797,529 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $7,640,246 | OtherAssetsBOYAmt |
| Other Assets EOY | $7,640,246 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $7,640,246 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $41,606,960 | TotalAssetsBOYAmt |
| Total Assets EOY | $37,712,129 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $56,746,002 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $41,606,960 | RetainedEarningBOYAmt |
| Retained Earning EOY | $37,712,129 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $41,606,960 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $37,712,129 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $41,606,960 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $37,712,129 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $41,606,960 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,915,094 | ExcessRevenueOverExpensesAmt |
| Other Increases | $20,263 | OtherIncreasesAmt |
| Subtotal | $37,712,129 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $37,712,129 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (45 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| SEAGATE TECH HLDGS PUB | 2021-12-08 | 2022-10-20 | $8,055 | $15,994 | -$7,939 | -$7,939 | |
| WOODSIDE ENERGY GROUP | 2022-06-07 | 2022-09-20 | $9,378 | $9,262 | $116 | $116 | |
| SEAGATE TECH HLDGS PUB | 2021-03-08 | 2022-10-20 | $10,599 | $14,922 | -$4,323 | -$4,323 | |
| SEAGATE TECH HLDGS PUB | 2021-07-01 | 2022-10-20 | $15,899 | $26,088 | -$10,189 | -$10,189 | |
| WOODSIDE ENERGY GROUP | 2022-06-08 | 2022-06-08 | $17 | $17 | $17 | ||
| CARRIER GLOBAL CORP REG | 2021-06-03 | 2022-05-16 | $31,889 | $36,549 | -$4,660 | -$4,660 | |
| CARRIER GLOBAL CORP REG | 2021-06-18 | 2022-05-16 | $27,903 | $31,681 | -$3,778 | -$3,778 | |
| CAPITAL ONE FINL | 2021-06-18 | 2022-06-17 | $37,678 | $52,469 | -$14,791 | -$14,791 | |
| CAPITAL ONE FINL | 2021-09-20 | 2022-06-17 | $16,148 | $23,108 | -$6,960 | -$6,960 | |
| CAPITAL ONE FINL | 2021-09-23 | 2022-06-17 | $10,765 | $16,654 | -$5,889 | -$5,889 | |
| CAPITAL ONE FINL | 2021-11-26 | 2022-06-17 | $53,826 | $73,963 | -$20,137 | -$20,137 | |
| EXPEDIA GROUP INC | 2021-06-03 | 2022-05-17 | $12,249 | $17,118 | -$4,869 | -$4,869 | |
| EXPEDIA GROUP INC | 2021-06-18 | 2022-05-17 | $12,249 | $16,346 | -$4,097 | -$4,097 | |
| EXPEDIA GROUP INC | 2021-09-20 | 2022-05-17 | $12,249 | $15,130 | -$2,881 | -$2,881 | |
| PARKER HANNIFIN CORP | 2021-06-18 | 2022-06-17 | $11,905 | $14,144 | -$2,239 | -$2,239 | |
| GARMIN LTD | 2021-02-08 | 2022-02-28 | $55,108 | $62,120 | -$7,012 | -$7,012 | |
| MICROCHIP TECHNOLOGY INC | 2018-03-14 | 2022-02-28 | $41,679 | $29,202 | $12,477 | $12,477 | |
| MICROCHIP TECHNOLOGY INC | 2018-07-06 | 2022-02-28 | $55,573 | $37,395 | $18,178 | $18,178 | |
| MICROCHIP TECHNOLOGY INC | 2019-01-24 | 2022-02-28 | $13,893 | $7,914 | $5,979 | $5,979 | |
| MICROCHIP TECHNOLOGY INC | 2019-04-12 | 2022-02-28 | $13,893 | $9,531 | $4,362 | $4,362 | |
| MICROCHIP TECHNOLOGY INC | 2020-05-07 | 2022-02-28 | $13,893 | $8,627 | $5,266 | $5,266 | |
| PARKER HANNIFIN CORP | 2021-03-08 | 2022-06-17 | $59,525 | $74,927 | -$15,402 | -$15,402 | |
| PARKER HANNIFIN CORP | 2021-03-11 | 2022-06-17 | $23,810 | $30,847 | -$7,037 | -$7,037 | |
| TRUIST FINL CORP | 2017-10-04 | 2022-05-17 | $61,947 | $59,581 | $2,366 | $2,366 | |
| TRUIST FINL CORP | 2017-10-04 | 2022-05-17 | $24 | $23 | $1 | $1 | |
| TRUIST FINL CORP | 2017-10-12 | 2022-05-17 | $12,399 | $11,939 | $460 | $460 | |
| TRUIST FINL CORP | 2017-11-07 | 2022-05-17 | $18,575 | $17,512 | $1,063 | $1,063 | |
| TRUIST FINL CORP | 2017-11-07 | 2022-05-17 | $24 | $23 | $1 | $1 | |
| TRUIST FINL CORP | 2019-01-24 | 2022-05-17 | $6,176 | $6,099 | $77 | $77 | |
| TRUIST FINL CORP | 2019-01-24 | 2022-05-17 | $24 | $24 | $0 | $0 | |
| TRUIST FINL CORP | 2019-04-12 | 2022-05-17 | $6,176 | $6,272 | -$96 | -$96 | |
| TRUIST FINL CORP | 2019-04-12 | 2022-05-17 | $24 | $24 | $0 | $0 | |
| TRUIST FINL CORP | 2021-03-11 | 2022-05-17 | $9,527 | $11,686 | -$2,159 | -$2,159 | |
| EATON VANCE SHT DURATION | 2020-08-13 | 2022-01-28 | $360,815 | $369,064 | -$8,249 | -$8,249 | |
| EATON VANCE SHT DURATION | 2020-08-13 | 2022-09-19 | $861,904 | $900,748 | -$38,844 | -$38,844 | |
| MFS TOTAL RETURN BOND | 2020-09-08 | 2022-04-14 | $371,316 | $423,000 | -$51,684 | -$51,684 | |
| MFS TOTAL RETURN BOND | 2020-09-08 | 2022-05-02 | $496,500 | $577,000 | -$80,500 | -$80,500 | |
| THORNBURG LTD TERM INC | 2020-09-08 | 2022-01-18 | $484,763 | $505,840 | -$21,077 | -$21,077 | |
| THORNBURG LTD TERM INC | 2020-09-08 | 2022-09-19 | $438,323 | $494,160 | -$55,837 | -$55,837 | |
| FPA NEW INCOME INC | 2020-09-08 | 2022-09-19 | $958,000 | $1,000,000 | -$42,000 | -$42,000 | |
| BLACKROCK TOTAL RETURN | 2020-09-08 | 2022-04-14 | $316,911 | $372,000 | -$55,089 | -$55,089 | |
| BLACKROCK TOTAL RETURN | 2020-09-08 | 2022-05-02 | $525,000 | $628,000 | -$103,000 | -$103,000 | |
| ATLANTIC RICHFIEL 8.25% 22 | 2010-07-15 | 2022-02-01 | $250,000 | $250,000 | $0 | $0 | |
| ATLANTIC RICHFIEL 8.25% 22 | 2010-08-03 | 2022-02-01 | $250,000 | $250,000 | $0 | $0 | |
| CAPITAL GAINS DIVIDENDS | $759 | $759 | $759 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$529,616 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,717 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,717 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,717 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,707 | 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 | $14,707 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,990 | OverpaymentAmt |
| Applied To ES Tax | $3,990 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | N/A | WebsiteAddressTxt |
| Individual With Books | PARK CORPORATION | IndividualWithBooksNm |
| Phone | 2162674870 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6200 RIVERSIDE DRIVE | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44135 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| RAYMOND P PARK | ||||||||
| 3555 RESERVE COMMONS DRIVE | MEDINA | OH | 44256 | PRESIDENT | 4.00 | $0 | $0 | $0 |
| DAN K PARK | ||||||||
| 3555 RESERVE COMMONS DRIVE | MEDINA | OH | 44256 | VICE PRESIDENT | 4.00 | $0 | $0 | $0 |
| KELLY C PARK | ||||||||
| 3555 RESERVE COMMONS DRIVE | MEDINA | OH | 44256 | VICE PRESIDENT, TREASURER | 4.00 | $0 | $0 | $0 |
| PIPER A PARK | ||||||||
| 3555 RESERVE COMMONS DRIVE | MEDINA | OH | 44256 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| PATRICK M PARK | ||||||||
| 3555 RESERVE COMMONS DRIVE | MEDINA | OH | 44256 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| RICKY L BERTRAM | ||||||||
| 3555 RESERVE COMMONS DRIVE | MEDINA | OH | 44256 | SECRETARY | 4.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE PARK FOUNDATION DID NOT ENGAGE IN ANY DIRECT CHARITABLE ACTIVITIES DURING 2022 | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $53,786,266 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $158,016 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $53,944,282 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $53,944,282 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $809,164 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $53,135,118 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,656,756 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,656,756 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,717 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,717 | TotalTaxAmt |
| Distributable Before Adj | $2,646,039 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,646,039 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,646,039 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,151,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,151,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,646,039 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $342,042 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,473,640 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $372,266 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,250,767 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $254,595 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,693,310 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,151,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,646,039 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,505,461 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,198,771 | 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 | $342,042 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,856,729 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,473,640 | ExcessFromYear4Amt |
| Excess From Year3 | $372,266 | ExcessFromYear3Amt |
| Excess From Year2 | $1,250,767 | ExcessFromYear2Amt |
| Excess From Year1 | $254,595 | ExcessFromYear1Amt |
| Excess From Current Year | $1,505,461 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RAYMOND P PARK | ContributingManagerNm |
| Contributing Manager | DAN K PARK | ContributingManagerNm |
| Contributing Manager | KELLY C PARK | ContributingManagerNm |
| Contributing Manager | PIPER A PARK | ContributingManagerNm |
| Contributing Manager | PATRICK M PARK | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (61 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALLEGHENY HEALTH NETWORK | |||||||
| 4818 LIBERTY AVE | PITTSBURGH | PA | 15224 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $100,000 |
| BROOKPARK BOTANICAL AND GARDEN CLUB | |||||||
| 6258 ENGLE RD | BROOK PARK | OH | 44142 | NONE | PRIVATE NONOPERATING | CHARITABLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $10,000 |
| CENTER FOR CREATIVE EDUCATION | |||||||
| 425 24TH ST | WEST PALM BEACH | FL | 334075401 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $100,000 |
| CLEVELAND CLINIC FOUNDATION | |||||||
| 9500 EUCLID AVE | CLEVELAND | OH | 44195 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $1,000,000 |
| CLEVELAND INSTITUTE OF MUSIC | |||||||
| 11021 EAST BLVD | CLEVELAND | OH | 44106 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $50,000 |
| CLEVELAND INSTITUTE OF MUSIC | |||||||
| 11021 EAST BLVD | CLEVELAND | OH | 44106 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $100,000 |
| FOX VALLEY FOOD FOR HEALTH | |||||||
| PO BOX 532 | GENEVA | IL | 60234 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $10,000 |
| GREATER CLEVELAND FOOD BANK | |||||||
| 15500 SOUTH WATERLOO RD | CLEVELAND | OH | 44110 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $25,000 |
| GREATER CLEVELAND FOOD BANK | |||||||
| 15500 SOUTH WATERLOO RD | CLEVELAND | OH | 44110 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $1,000 |
| LIFE (LEADERS IN FURTHERING EDUCATION) | |||||||
| 1720 S OCEAN BLVD | MANALAPAN | FL | 33462 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $100,000 |
| LITERARY CLEVELAND | |||||||
| 2515 N TAYLOR RD | CLEVELAND HTS | OH | 44118 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $25,000 |
| LITTLE SISTERS OF THE POOR OF PALATINE | |||||||
| 80 W NORTHWEST HIGHWAY | PALATINE | IL | 600673580 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $10,000 |
| MAURICE LUCAS FOUNDATION | |||||||
| PO BOX 1661 | LAKE OSWEGO | OR | 97035 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $3,500 |
| MAURICE LUCAS FOUNDATION | |||||||
| PO BOX 1661 | LAKE OSWEGO | OR | 97035 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $5,000 |
| MAURICE LUCAS FOUNDATION | |||||||
| PO BOX 1661 | LAKE OSWEGO | OR | 97035 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $5,000 |
| MAYO CLINIC | |||||||
| 200 FIRST ST SW | ROCHESTER | MN | 55905 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $250,000 |
| MD ANDERSON | |||||||
| UNIT 0705 | HOUSTON | TX | 772301439 | NONE | PUBLIC CHARITY | CHARIATBLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $100,000 |
| METRO CATHOLIC SCHOOL | |||||||
| 3555 W 54TH ST | CLEVELAND | OH | 44102 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $20,000 |
| MISO-MIAMI SYMPHONY ORCHESTRA | |||||||
| 3900 N MIAMI AVE | MIAMI | FL | 33127 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $100,000 |
| NATIONAL POLICE ASSOCIATION | |||||||
| PO BOX 1427 | STAFFORD | TX | 774971427 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $1,000 |
| NEVADA BALLET THEATRE | |||||||
| 1651 INNER CIRCLE | LAS VEGAS | NV | 89134 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $5,000 |
| NEVADA COMMUNITY FOUNDATION | |||||||
| 1980 FESTIVAL PLAZA DR | LAS VEGAS | NV | 89135 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $5,000 |
| NEW AVENUES FOR YOUTH | |||||||
| 1220 SW COLUMBIA | PORTLAND | OR | 97201 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $10,000 |
| OHIO CITY INCORPORATED | |||||||
| 601 LAKESIDE AVENUE | CLEVELAND | OH | 44114 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $250,000 |
| OHSU FOUNDATION | |||||||
| 2020 SW 4TH AVENUE | PORTLAND | OR | 972014978 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $5,000 |
| OMSI | |||||||
| 1945 WE WATER AVE | PORTLAND | OR | 97212 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $10,000 |
| OREGON MUSIC HALL OF FAME | |||||||
| 3158 E BURNSIDE ST | PORTLAND | OR | 97214 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $10,000 |
| PALM BEACH SYMPHONY | |||||||
| 400 HIBISCUS ST | WEST PALM BEACH | FL | 33401 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $100,000 |
| PALM BEACH ZOO & CONSERVATION SOCIETY | |||||||
| 1301 SUMMIT BLVD | WEST PALM BEACH | FL | 334053035 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $100,000 |
| PARK ACADEMY | |||||||
| 1915 SOUTH SHORE BLVD | LAKE OSWEGO | OR | 97034 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $275,000 |
| PARK ACADEMY | |||||||
| 1915 SOUTH SHORE BLVD | LAKE OSWEGO | OR | 97034 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $50,000 |
| PARK ACADEMY | |||||||
| 1915 SOUTH SHORE BLVD | LAKE OSWEGO | OR | 97034 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $24,000 |
| PATRICIA RESER CENTER FOR THE ARTS BEAVERTON ARTS FOUNDATION | |||||||
| POBOX 2 | BEAVERTON | OR | 97075 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $75,000 |
| PLAY IT FORWARD | |||||||
| PO BOX 16756 | PORTLAND | OR | 97292 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $10,000 |
| PROVIDENCE CANCER INSTITUTE | |||||||
| 4805 NE GLISAN ST | PORTLAND | OR | 97213 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $10,000 |
| PROVIDENCE PORTLAND MEDICAL FOUNDATION | |||||||
| 4805 NE GLISAN ST | PORTLAND | OR | 97213 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $24,850 |
| PROVIDENCE PORTLAND MEDICAL FOUNDATION | |||||||
| 4805 NE GLISAN ST | PORTLAND | OR | 97213 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $25,000 |
| RAINBOW KITCHEN COMMUNITY SERVICES | |||||||
| 135 EAST 9TH ST | HOMESTEAD | PA | 151201601 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $15,000 |
| RANDALL CHILDREN'S HOSPITAL FOUNDATION (LEGACY HEALTH) | |||||||
| PO BOX 4484 | PORTLAND | OR | 97208 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $15,000 |
| ROSEMARY ANDERSON HIGH SCHOOL | |||||||
| 717 N KILLINGSWORTH COURT | PORTLAND | OR | 97217 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $5,000 |
| SCOTTDALE BOROUGH - VETERAN'S COMMITTEE | |||||||
| 10 MOUNT PLEASANT RD | SCOTTDALE | PA | 15683 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $25,000 |
| SCOTTDALE FIRE DEPARTMENT | |||||||
| 10 MOUNT PLEASANT RD | SCOTTDALE | PA | 15683 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $50,000 |
| SCOTTDALE POLICE DEPARTMENT | |||||||
| 10 MOUNT PLEASANT RD | SCOTTDALE | PA | 15683 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $50,000 |
| SCRIPPS RESEARCH TRANSLATIONAL INSTITUTE | |||||||
| 3344 N TORREY PINES CT | LA JOLLA | CA | 92037 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $250,000 |
| SEWICKLEY ACADEMY | |||||||
| 315 ACADEMY AVENUE | SEWICKLEY | PA | 15143 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $10,000 |
| SOUTH CHARLESTON MUSEUM FOUNDATION | |||||||
| PO BOX 8597 | SOUTH CHARLESTON | WV | 25303 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $250,000 |
| SOUTH FLORIDA PBS INC | |||||||
| 3401 S CONGRESS AVENUE | BOYNTON BEACH | FL | 334268401 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $100,000 |
| THE CITY MISSION | |||||||
| 5310 CARNEGIE AVE | CLEVELAND | OH | 44103 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $25,000 |
| THE CLEVELAND ORCHESTRA | |||||||
| 11001 EUCLID AVE | CLEVELAND | OH | 44106 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $100,000 |
| THE EDUCATION ALLIANCE | |||||||
| 803 QUARRIER ST | CHARLESTON | WV | 253313071 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $1,000 |
| THE TURN | |||||||
| WHARTON CENTER CAMPUS | NORTH OLMSTED | OH | 44070 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $50,000 |
| THOMAS HEALTH FOUNDATION | |||||||
| 4605 MACCORKLE AVE SW | SOUTH CHARLESTON | WV | 25309 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $10,000 |
| TRILLIUM FAMILY SERVICES | |||||||
| 3415 SE POWELL BLVD | PORTLAND | OR | 97202 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $5,000 |
| UNIVERSITY OF MIAMI - FROST SCHOOL OF MUSIC | |||||||
| 210 PATRICIA LOUISE FROST NORTH | CORAL GABLES | FL | 33146 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $100,000 |
| VALUES-IN-ACTION-FOUNDATION | |||||||
| 6700 BETA DR | CLEVELAND | OH | 44143 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $20,000 |
| VFW POST 7781 | |||||||
| 211 S BROADWAY ST | SCOTTDALE | PA | 15683 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $25,000 |
| VFW | |||||||
| 406 W 34TH ST | KANSAS CITY | MO | 64111 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $1,000 |
| VFW | |||||||
| 406 W 34TH ST | KANSAS CITY | MO | 64111 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $1,000 |
| WVSU FOUNDATION | |||||||
| 100 EAST HALL | INSTITUTE | WV | 251121020 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $20,000 |
| WVSU FOUNDATION | |||||||
| 100 EAST HALL | INSTITUTE | WV | 251121020 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $1,000 |
| YOUTH MUSIC PROJECT | |||||||
| 2015 8TH AVENUE | WEST LINN | OR | 97068 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $12,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,145,850 | 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 | $902,915 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900003 | BusinessCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$529,616 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $373,299 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $373,299 | TotalIncomeProducingActyAmt |
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 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROOKPARK BOTANICAL AND GARDEN CLUB | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6258 ENGLE RD | AddressLine1Txt |
| City | BROOKPARK | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44142 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2022-11-15 | GrantDt |
| Grant | $10,000 | GrantAmt |
| Purpose Of Grant | LOCAL COMMUNITY SUPPORT. SUPPORT OF LOCAL FOOD PANTRY SERVING THE COMMUNITY | PurposeOfGrantTxt |
| Expended By Grantee | $10,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NONE | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | DECEMBER 31, 2022 | DatesOfReportsByGranteeTxt |
| Verification | 2023-04-07 | VerificationDt |
| Results Of Verification | FUNDS BEING USED IN ACCORDANCE WITH GRANT TERMS | ResultsOfVerificationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD HIGH YIELD CORPORATE FUND | $2,157,189 | $2,022,864 |
| VANGUARD INTERMEDIATE TERM INV GRADE FD | $3,172,650 | $2,799,328 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD 500 INDEX | $5,120,872 | $15,401,387 |
| PUBLICLY TRADED EQUITIES - MORGAN STANLEY | $999,959 | $423,360 |
| PUBLICLY TRADED EQUITIES - MERRILL LYNCH #07276 | $1,680,409 | $6,005,707 |
| PUBLICLY TRADED EQUITIES - MERRILL LYNCH #02542 | $3,255,994 | $5,840,164 |
| PUBLICLY TRADED EQUITIES - MERRILL LYNCH #02556 | $2,802,293 | $3,715,839 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,477,705 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,492,040 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VANGUARD ADMIRAL TREASURY | AT COST | $5,076,454 | $5,076,454 |
| MERRILL LYNCH MUTUAL FUNDS | AT COST | $1,720,820 | $3,721,075 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM RELATED INVESTMENTS | Desc |
| BOY Book Value | $7,640,246 | BOYBookValueAmt |
| EOY Book Value | $7,640,246 | EOYBookValueAmt |
| EOYFMV | $7,640,246 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $1,234 | $1,234 | $1,234 |
| INVESTMENT FEES | $130,306 | $130,306 | $0 |
| INSURANCE | $2,256 | $0 | $2,256 |
| MISCELLANEOUS | -$218 | -$218 | $0 |
| DUES & SUBSCRIPTIONS | $2,160 | $0 | $2,160 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK-TAX DIFFERENCES IN INCOME | Desc |
| Amt | $20,263 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATED TAX | $10,666 | $0 | $0 |
| FOREIGN TAXES - INT & DIV | $555 | $555 | $0 |