THE MAYNARD FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THE MAYNARD FAMILY FOUNDATION (EIN 87-4489513)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-10-30
- IRS object ID
- 202313039349100961
- 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
- Schedule B
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-30T14:23:18-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341523030 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOBER MARKEY FEDOROVICH & COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3421 RIDGEWOOD ROAD SUITE 300 | AddressLine1Txt |
| City | AKRON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44333 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 874489513 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAYNARD FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MAYN | BusinessNameControlTxt |
| Phone | 3307985171 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 36 | AddressLine1Txt |
| City | TALLMADGE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44278 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAMELA E LOUGHRY | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 3307985171 | PhoneNum |
| Signature | 2023-10-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PAMELA | PersonFirstNm |
| Person Last | LOUGHRY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JESSICA L TEPUS | PreparerPersonNm |
| PTIN | P01067325 | PTIN |
| Phone | 3307629785 | PhoneNum |
| Preparation | 2023-10-19 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | 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) |
|---|---|---|
| Initial Return | Yes (X) | InitialReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $20,025,252 | 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 | $19,584,898 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $41,799 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $41,799 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $198,454 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $198,454 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $320,269 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,771,299 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $320,269 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $20,145,420 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $560,522 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $49,027 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,450 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $56,292 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $56,292 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,842 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,105 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $32,955 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $22,806 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $148,566 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $83,203 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,003,170 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,003,170 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,151,736 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $83,203 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,003,170 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $18,993,684 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $477,319 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $633,405 | CashEOYAmt |
| Cash EOYFMV | $633,405 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $198,353 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $198,353 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,994,355 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,977,763 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $16,166,566 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $15,542,731 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $693,663 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $673,000 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $0 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,686,342 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,025,252 | 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 | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $20,686,342 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $0 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $20,686,342 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $0 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $20,686,342 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $0 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $18,993,684 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,692,658 | OtherIncreasesAmt |
| Subtotal | $20,686,342 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $20,686,342 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| RAYMOND JAMES #N1267 | P | 2022-01-01 | 2022-12-31 | $1,450,858 | $1,451,030 | -$172 | -$172 |
| CAPITAL GAINS DIVIDENDS | P | $320,441 | $320,441 | $320,441 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $320,269 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,635 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,635 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,635 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,500 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $9,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $10,500 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $16 | EsPenaltyAmt |
| Overpayment | $3,849 | OverpaymentAmt |
| Applied To ES Tax | $3,849 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | 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 | MAYNARDFDN.COM | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAMELA LOUGHRY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3307985171 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 36 | AddressLine1Txt |
| City | TALLMADGE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44278 | 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 | Yes (1) | 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 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| PAMELA E LOUGHRY | ||||||||
| PO BOX 36 | TALLMADGE | OH | 44278 | EXECUTIVE DIRECTOR | 20.00 | $34,327 | $0 | $0 |
| AMY GRIFFITH | ||||||||
| PO BOX 36 | TALLMADGE | OH | 44278 | PRESIDENT | 10.00 | $14,700 | $0 | $0 |
| EMILY ECKART | ||||||||
| PO BOX 36 | TALLMADGE | OH | 44278 | SECRETARY | 0.50 | $0 | $0 | $0 |
| TIMOTHY GRIFFITH | ||||||||
| PO BOX 36 | TALLMADGE | OH | 44278 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| MATTHEW ECKART | ||||||||
| PO BOX 36 | TALLMADGE | OH | 44278 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| JESSICA TEPUS | ||||||||
| PO BOX 36 | TALLMADGE | OH | 44278 | TREASURER | 1.00 | $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 | $18,705,239 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,527,375 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $20,232,614 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $20,232,614 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $303,489 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,929,125 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $996,456 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $996,456 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,635 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,635 | TotalTaxAmt |
| Distributable Before Adj | $989,821 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $989,821 | DistributableBeforeDedAmt |
| Deduction From Distributable | $123,998 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $865,823 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,003,170 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,003,170 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $865,823 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $236,226 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $240,734 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $217,985 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $217,678 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $497,187 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,409,810 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,003,170 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $865,823 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $137,347 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,547,157 | 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 | $236,226 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,310,931 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $240,734 | ExcessFromYear4Amt |
| Excess From Year3 | $217,985 | ExcessFromYear3Amt |
| Excess From Year2 | $217,678 | ExcessFromYear2Amt |
| Excess From Year1 | $497,187 | ExcessFromYear1Amt |
| Excess From Current Year | $137,347 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PAMELA LOUGHRY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 36 | AddressLine1Txt |
| City | TALLMADGE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44278 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3307985171 | RecipientPhoneNum |
| Recipient Email Address | PLOUGHRY@MAYNARDFDN.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | WRITTEN REQUEST ADDRESSED TO THE FOUNDATION, WITH PROOF OF PUBLIC CHARITY STATUS IF NOT ALREADY ON FILE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | END OF EACH CALENDAR QUARTER | SubmissionDeadlinesTxt |
| Restrictions On Awards | AWARDS ARE GENERALLY LIMITED TO NEEDS IN THE AKRON/SUMMIT COUNTY OHIO VICINITY. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (48 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AKRON CHILDREN'S HOSPITAL | ||||||
| 214 W BOWERY ST | AKRON | OH | 44308 | PC | TOWARD PROGRAM SUPPORT | $100,000 |
| AKRON CIVIC THEATRE | ||||||
| 182 S MAIN ST | AKRON | OH | 44308 | PC | TOWARD PROGRAM SUPPORT | $5,000 |
| AKRON COMMUNITY FON - READ | ||||||
| 345 W CEDAR ST | AKRON | OH | 44307 | PC | TOWARD PROGRAM SUPPORT | $5,000 |
| AKRON COMMUNITY FON - CRAINE | ||||||
| 345 W CEDAR ST | AKRON | OH | 44307 | PC | TOWARD PROGRAM SUPPORT | $1,000 |
| AKRON COMMUNITY FON - ST MARY | ||||||
| 345 W CEDAR ST | AKRON | OH | 44307 | PC | TOWARD PROGRAM SUPPORT | $50,000 |
| AKRON COMMUNITY FON- WEF | ||||||
| 345 W CEDAR ST | AKRON | OH | 44307 | PC | TOWARD PROGRAM SUPPORT | $2,500 |
| AKRON ROTARY CAMP | ||||||
| 4460 REX LAKE DR | AKRON | OH | 44319 | PC | TOWARD PROGRAM SUPPORT | $10,000 |
| ARCHBISHOP HOBAN HIGH SCHOOL | ||||||
| ONE HOLY CROSS BLVD | AKRON | OH | 44306 | PC | TOWARD PROGRAM SUPPORT | $500 |
| ARCHBISHOP HOBAN HIGH SCHOOL | ||||||
| ONE HOLY CROSS BLVD | AKRON | OH | 44306 | PC | TOWARD PROGRAM SUPPORT | $1,000 |
| BATTERED WOMENS SHELTER | ||||||
| 974 E MARKET ST | AKRON | OH | 44305 | PC | TOWARD PROGRAM SUPPORT | $5,000 |
| BROKEN CHAINS MINISTRY | ||||||
| PO BOX 502 | AKRON | OH | 44309 | PC | TOWARD PROGRAM SUPPORT | $3,000 |
| CATHOLIC CHARITIES- SUMMIT COUNTY | ||||||
| 795 RUSSELL AVE | AKRON | OH | 44307 | PC | TOWARD PROGRAM SUPPORT | $15,000 |
| CATHOLIC CHARITIES- SUMMIT COUNTY | ||||||
| 795 RUSSELL AVE | AKRON | OH | 44307 | PC | TOWARD PROGRAM SUPPORT | $500 |
| CATHOLIC CHARITIES DIOCESE OF CLEVELAND | ||||||
| 7911 DETROIT AVE | CLEVELAND | OH | 44102 | PC | TOWARD PROGRAM SUPPORT | $1,000 |
| COLLEGE NOW | ||||||
| 1500 W 3RD ST STE 125 | CLEVELAND | OH | 44113 | PC | TOWARD PROGRAM SUPPORT | $5,000 |
| CRU | ||||||
| 123738 SAND HOLLY | SAN ANTONIO | TX | 78253 | PC | TOWARD PROGRAM SUPPORT | $5,000 |
| EMBRACE CLINIC | ||||||
| 180 1ST ST NW | BARBERTON | OH | 44203 | PC | TOWARD PROGRAM SUPPORT | $10,000 |
| EMBRACING FUTURES | ||||||
| 50 S MAIN STREET SUITE LL 100 | AKRON | OH | 44308 | PC | TOWARD PROGRAM SUPPORT | $5,000 |
| EXPONENT PHILANTHROPY | ||||||
| POB 65607 | WASHINGTON | DC | 20035 | PC | TOWARD PROGRAM SUPPORT | $795 |
| FAMILY & COMMUNITY SERVICES | ||||||
| 705 OAKWOOD ST STE 221 | RAVENNA | OH | 44266 | PC | TOWARD PROGRAM SUPPORT | $10,000 |
| FIRSTGLANCE | ||||||
| 943 KENMORE BLVD | AKRON | OH | 44314 | PC | TOWARD PROGRAM SUPPORT | $2,000 |
| GIRLS SCOUTSOF NEO | ||||||
| 1 GIRL SCOUT WAY | MACEDONIA | OH | 44056 | PC | TOWARD PROGRAM SUPPORT | $10,000 |
| GREAT TRAIL BOY SCOUTS OF AMERICA | ||||||
| 4500 HUDSON DR | STOW | OH | 44224 | PC | TOWARD PROGRAM SUPPORT | $1,000 |
| HABITATFOR HUMANITY | ||||||
| 2301 ROMIG RD | AKRON | OH | 44320 | PC | TOWARD PROGRAM SUPPORT | $6,000 |
| IAPBC | ||||||
| 3560 W MARKET S | AKRON | OH | 44333 | PC | TOWARD PROGRAM SUPPORT | $2,500 |
| JOBSFOR OHIO'S GRADUATES | ||||||
| 1333 HOME AVE | AKRON | OH | 44310 | PC | TOWARD PROGRAM SUPPORT | $5,625 |
| JULIE BILLIART SCHOOL | ||||||
| 380 MINEOLA AVE | AKRON | OH | 44320 | PC | TOWARD PROGRAM SUPPORT | $75,000 |
| JUNIOR ACHIEVEMENT | ||||||
| 4353 EXECUTIVE CIRCLE NW | CANTON | OH | 44718 | PC | TOWARD PROGRAM SUPPORT | $2,500 |
| LEADERSHIP AKRON | ||||||
| 37 N HIGH ST STE C | AKRON | OH | 44308 | PC | TOWARD PROGRAM SUPPORT | $2,500 |
| LITE | ||||||
| 749 PATTERSON AVE | AKRON | OH | 44310 | PC | TOWARD PROGRAM SUPPORT | $2,500 |
| LOVE AKRON | ||||||
| POB 2971 | AKRON | OH | 44309 | PC | TOWARD PROGRAM SUPPORT | $2,500 |
| MAGICAL THEATRE COMPANY | ||||||
| POB 386 | BARBERTON | OH | 44230 | PC | TOWARD PROGRAM SUPPORT | $3,000 |
| MOODY AVIATION | ||||||
| 6719 E RUTTER AVE | SPOKANE | OH | 99212 | PC | TOWARD PROGRAM SUPPORT | $10,000 |
| OHIO & ERIE CANALWAY COALITION | ||||||
| 47 E EXCHANGE ST | AKRON | OH | 44308 | PC | TOWARD PROGRAM SUPPORT | $200,000 |
| PHILANTHROPY ROUNDTABLE | ||||||
| 1120 20TH ST NW STE 550 | WASHINGTON | DC | 20036 | PC | TOWARD PROGRAM SUPPORT | $1,000 |
| PROJECT GRAD | ||||||
| 10 N MAIN ST | AKRON | OH | 44308 | PC | TOWARD PROGRAM SUPPORT | $3,000 |
| REACH | ||||||
| 390 W CROSIER ST | AKRON | OH | 44311 | PC | TOWARD PROGRAM SUPPORT | $2,500 |
| SALVATION ARMY | ||||||
| 190 S MAPLE ST | AKRON | OH | 44302 | PC | TOWARD PROGRAM SUPPORT | $10,000 |
| SUMMIT CHORAL | ||||||
| 140 E MARKET ST | AKRON | OH | 44308 | PC | TOWARD PROGRAM SUPPORT | $10,000 |
| TALLMADGE FOUNDATION | ||||||
| PO BOX 62 | TALLMADGE | OH | 44278 | PC | TOWARD PROGRAM SUPPORT | $2,500 |
| TALLMADGE YOUTH FOOTBALL | ||||||
| PO BOX 330 | TALLMADGE | OH | 44278 | PC | TOWARD PROGRAM SUPPORT | $250 |
| TRULY REACHING YOU | ||||||
| 587 BAIRD ST | AKRON | OH | 44311 | PC | TOWARD PROGRAM SUPPORT | $25,000 |
| UNITED DISABILITY SERVICES | ||||||
| 701 S MAIN ST | AKRON | OH | 44311 | PC | TOWARD PROGRAM SUPPORT | $1,000 |
| UNITED WAY | ||||||
| 37 N HIGH ST | AKRON | OH | 44308 | PC | TOWARD PROGRAM SUPPORT | $100,000 |
| URBAN VISION | ||||||
| 587 BAIRD ST | AKRON | OH | 44311 | PC | TOWARD PROGRAM SUPPORT | $10,000 |
| VICTIM ASSISTANCE | ||||||
| 137 S MAIN ST STE 300 | AKRON | OH | 44308 | PC | TOWARD PROGRAM SUPPORT | $2,500 |
| WELL CDC | ||||||
| 647 E MARKET ST | AKRON | OH | 44304 | PC | TOWARD PROGRAM SUPPORT | $25,000 |
| WELL CDC | ||||||
| 647 E MARKET ST | AKRON | OH | 44304 | PC | TOWARD PROGRAM SUPPORT | $250,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,003,170 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $41,799 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $198,454 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $320,269 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $560,522 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $560,522 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| ESTATE OF PHILIP H MAYNARD | |||||||
| 1 | PO BOX 36 | TALLMADGE | OH | 44278 | $16,178,400 | Yes (X) | |
| ESTATE OF PHILIP H MAYNARD | |||||||
| 2 | PO BOX 36 | TALLMADGE | OH | 44278 | $2,952,459 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | RAYMOND JAMES STOCK PORTFOLIO | NoncashPropertyDesc |
| Fair Market Value | $16,178,400 | FairMarketValueAmt |
| Received | 2022-06-08 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,450 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | OHIO DOES NOT REQUIRE A COPY OF THE FORM 990 TO BE FILED WITH THE ATTORNEY GENERAL | ExplanationTxt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990-PF, PART XII, LINE 3 & FORM 990-PF, PART X, LINE 6 | FormAndLineReferenceDesc |
| Medium Explanation | THE MAYNARD FAMILY FOUNDATION WAS ORGINALLY ORGANIZED AS A TRUST. DURING 2022, THE TRUSTEES OF THE TRUST RESOLVED TO FORM A NEW OHIO NOT-FOR PROFIT CORPORATION UNDER THE SAME NAME AND WITH THE SAME PURPOSE. A CORPORATE FORM IS DESIRED SO THAT THE CHARITABLE PURPOSE OF THE ORGANIZATION CAN BE MORE EFFECTIVELY ACCOMPLISHED. AS SUCH, ASSETS OF THE MAYNARD FAMILY FOUNDATION (EIN: 34-1750527) WERE TRANSFERRED TO THIS NEW CORPORATE ENTITY (EIN: 87-4489513) IN 2022 IN ACCORDANCE WITH CODE SECTION 507(B)(2). EXCESS DISTRIBUTION CARRYOVERS FROM THE TRUST FORM 990-PF HAVE BEEN TRANSFERRED TO THIS NEW ENTITY AND ARE REFLECTED ACCORDINGLY IN PART XII OF THIS RETURN. ADDITIONALLY, 2022 EXCESS DISTRIBUTIONS CALCULATED ON FORM 990-PF FOR THE TRUST HAVE BEEN SHOWN ON THIS RETURN AS A REDUCTION TO THE DISTRIBUTABLE AMOUNT FOR THIS ENTITY ON PART X, LINE 6. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | RAYMOND JAMES PORTFOLIO - EQUITIES | StockNm |
| EOY Book Value | $16,166,566 | EOYBookValueAmt |
| EOYFMV | $15,542,731 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,994,355 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,977,763 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | RAYMOND JAMES PORTFOLIO - ALTERNATIVE INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $693,663 | BookValueAmt |
| EOYFMV | $673,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BOND PREMIUMS/ACCRUED INTEREST PAID | $22,806 | $22,806 | $0 |
| OFFICE SUPPLIES | $1,083 | $0 | $0 |
| IT | $2,941 | $0 | $0 |
| INSURANCE | $2,465 | $0 | $0 |
| PAYROLL FEES | $206 | $0 | $0 |
| INTERNET | $675 | $0 | $0 |
| BANK FEES | $2,516 | $0 | $0 |
| OHIO FAMILY JOBS AND SERVICES | $263 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ASSETS TRANSFERRED FROM EIN: 24-1750527 VIA 507(B)(2) TRANSFER/REORG | Desc |
| Amt | $1,692,658 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $56,292 | Amt |
| Net Investment Income | $56,292 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $4,105 | $4,105 | $0 |
| 2021 EXTENSION PAYMENT | $1,500 | $0 | $0 |
| PAYROLL TAXES | $1,237 | $0 | $0 |