TUSCORA PARK HEALTH AND WELLNESS FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- TUSCORA PARK HEALTH AND WELLNESS FOUNDATION (EIN 34-1193807)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-10
- IRS object ID
- 202343149349102659
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-10T16:19:11-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341897853 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CRUM & COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1640 AKRON PENINSULA RD STE 102 | AddressLine1Txt |
| City | AKRON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44313 | 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 | 341193807 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TUSCORA PARK HEALTH & WELLNESS | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TUSC | BusinessNameControlTxt |
| Phone | 3307455995 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 460 WEST PAIGE AVENUE | AddressLine1Txt |
| City | BARBERTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44203 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MIKE MOLDVAY | PersonNm |
| Person Title | SECRETARY/TREASURER | PersonTitleTxt |
| Phone | 3307455995 | PhoneNum |
| Signature | 2023-09-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MIKE | PersonFirstNm |
| Person Last | MOLDVAY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEVIN K CRUM | PreparerPersonNm |
| PTIN | P00255436 | PTIN |
| Phone | 3308671222 | PhoneNum |
| Preparation | 2023-11-09 | PreparationDt |
| 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,397,450 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,300 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $99,126 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $99,126 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $47,275 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $463,121 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $47,275 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,739 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $153,440 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $146,401 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,200 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $52,216 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,250 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,700 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $122 | TravConfMeetingRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $5,721 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $63,959 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,250 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $254,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $254,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $318,759 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,250 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $254,800 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$165,319 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $140,151 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $789 | CashBOYAmt |
| Cash EOY | -$1,210 | CashEOYAmt |
| Cash EOYFMV | -$1,210 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $349,449 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $277,452 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $277,452 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $549 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $549 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $549 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $360,122 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $87,412 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $87,412 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,104,820 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,509,742 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,509,742 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $606,587 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $523,505 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $523,505 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $5,422,316 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,397,450 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,397,450 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,250 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $5,126 | AccountsPayableEOYAmt |
| Grants Payable BOY | $15,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $22,400 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $16,250 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $27,526 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $5,104,321 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,096,795 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $301,745 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $273,129 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,406,066 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,369,924 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,422,316 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,397,450 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,406,066 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$165,319 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,240,747 | SubtotalAmt |
| Other Decreases | $870,823 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,369,924 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ISHARES CORE S&P MID-CAP | P | 2020-07-01 | 2022-08-16 | $50,218 | $32,373 | $17,845 | $17,845 |
| T ROWE PRICE SMALL CAP | P | 2020-07-01 | 2022-08-17 | $25,000 | $28,051 | -$3,051 | -$3,051 |
| VANGUARD RUSSELL 1000 GROWTH | P | 2020-07-01 | 2022-08-18 | $24,878 | $13,330 | $11,548 | $11,548 |
| VANGUARD RUSSELL 1000 VALUE | P | 2020-07-01 | 2022-08-18 | $75,141 | $55,050 | $20,091 | $20,091 |
| AMAZON 1.65% | P | 2019-08-15 | 2022-02-28 | $23,778 | $24,932 | -$1,154 | -$1,154 |
| BERKSHIRE HATAWAY 3% | P | 2019-08-15 | 2022-02-28 | $25,113 | $25,000 | $113 | $113 |
| FNMA 2.125% | P | 2019-08-15 | 2022-02-25 | $50,437 | $50,429 | $8 | $8 |
| JOHNSON AND JOHNSON 2.05% | P | 2019-08-15 | 2022-02-28 | $15,090 | $15,070 | $20 | $20 |
| PEPSICO 2.75% | P | 2019-08-15 | 2022-02-28 | $25,273 | $25,026 | $247 | $247 |
| US TREASURIES | P | 2019-08-15 | 2022-02-25 | $112,710 | $110,236 | $2,474 | $2,474 |
| BP CAPITAL 3.81% | P | 2019-08-15 | 2022-06-30 | $10,084 | $10,256 | -$172 | -$172 |
| INTERCONTINENTAL EXCH 4% | P | 2019-08-15 | 2022-06-13 | $25,399 | $26,093 | -$694 | -$694 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $47,275 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,948 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,948 | SubtotalAmt |
| Tax Based On Investment Income | $1,948 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $4,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $4,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $90 | EsPenaltyAmt |
| Overpayment | $1,962 | OverpaymentAmt |
| Applied To ES Tax | $1,962 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.BARBERTONCF.ORG/TPHWF | WebsiteAddressTxt |
| Individual With Books | BARBERTON COMMUNITY FNDTN | IndividualWithBooksNm |
| Phone | 3307455995 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 460 WEST PAIGE AVENUE | AddressLine1Txt |
| City | BARBERTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 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 |
|---|---|---|---|---|---|---|---|---|
| JASON ONDRUS | ||||||||
| 460 WEST PAIGE AVE | BARBERTON | OH | 44203 | CHAIR | 0.50 | $0 | $0 | $0 |
| MIKE MOLDVAY | ||||||||
| 460 WEST PAIGE AVENUE | BARBERTON | OH | 44203 | SECRETARY/TR | 0.50 | $0 | $0 | $0 |
| DIANA STEVENSON | ||||||||
| 460 WEST PAIGE AVENUE | BARBERTON | OH | 44203 | VICE CHAIR | 0.50 | $0 | $0 | $0 |
| PATTI CLEARY | ||||||||
| 460 WEST PAIGE AVENUE | BARBERTON | OH | 44203 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| DOUGLAS GORMLEY | ||||||||
| 460 WEST PAIGE AVENUE | BARBERTON | OH | 44203 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| AARON LEPP | ||||||||
| 460 WEST PAIGE AVENUE | BARBERTON | OH | 44203 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| DAVID STEPHENS | ||||||||
| 460 WEST PAIGE AVENUE | BARBERTON | OH | 44203 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| DON WOOD | ||||||||
| 460 WEST PAIGE AVENUE | BARBERTON | OH | 44203 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| DAN WARDER | ||||||||
| 460 WEST PAIGE AVENUE | BARBERTON | OH | 44203 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| CRAIG MCKENDRY | ||||||||
| 460 WEST PAIGE AVENUE | BARBERTON | OH | 44203 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| MARY JO GOSS | ||||||||
| 460 WEST PAIGE AVENUE | BARBERTON | OH | 44203 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | DIRECT GRANTS TO ORGANIZATIONS FOR HEALTH AND WELLNESS PROGRAMS. | Description1Txt |
| Expenses1 | $216,000 | Expenses1Amt |
| Description2 | SCHOLARSHIPS FOR NURSING STUDENTS | Description2Txt |
| Expenses2 | $38,800 | Expenses2Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,596,094 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $313,240 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,909,334 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,909,334 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $73,640 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,835,694 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $241,785 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $241,785 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,948 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,948 | TotalTaxAmt |
| Distributable Before Adj | $239,837 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $239,837 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $239,837 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $254,800 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $254,800 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $239,837 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $192,604 | UndistributedIncomePYAmt |
| Qualifying Distributions | $254,800 | QualifyingDistributionsAmt |
| Applied To Year1 | $192,604 | AppliedToYear1Amt |
| Applied To Current Year | $62,196 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $177,641 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | TUSCORA PARK HEALTH WELL FDN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 460 WEST PAIGE AVE | AddressLine1Txt |
| City | BARBERTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3307455995 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATION FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | CONTACT THE FOUNDATION FOR GRANT SUBMISSION DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | RESTRICTED TO HEALTH AND WELLNESS PROGRAMS AND NURSING SCHOLARSHIPS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient RelationshipRecipientRelationshipTxt |
|---|---|---|---|---|---|---|---|
| RED OAK BEHAVIORAL HEALTH | |||||||
| 611 W MARKET AVE | AKRON | OH | 44303 | 501C3 | EDUCATION VIDEO SERIES | $8,000 | |
| TRI-COUNTY JOBS FOR OHIO GRADUATES | |||||||
| 1333 HOME AVE | AKRON | OH | 44310 | 501C3 | YMCA MEMBERSHIPS | $4,000 | |
| EMBRACING FUTURES | |||||||
| 50 SOUTH MAIN ST LL100 | AKRON | OH | 44308 | 501C3 | ORTHODONTIC CARE | $15,000 | |
| OHIO GUIDESTONE | |||||||
| 434 EASTLAND RD | BEREA | OH | 44017 | 501C3 | PERSONAL CARE PANTRY | $3,000 | |
| HABITAT FOR HUMANITY SUMMIT CTY | |||||||
| 2301 ROMIG ROAD | AKRON | OH | 44320 | 501C3 | AGING IN PLACE PROGRAM | $12,000 | |
| LAKE ANNA YMCA | |||||||
| 500 W HOPOCAN AVE | BARBERTON | OH | 44203 | 501C3 | CATCH PROGRAM | $5,000 | |
| BARBERTON CITY SCHOOLS | |||||||
| 633 BRADY AVE | BARBERTON | OH | 44203 | 501C3 | STOP THE BLEED | $5,200 | |
| SUMMA HEALTH SYSTEM BARBERTON | |||||||
| 155 5TH ST NE | BARBERTON | OH | 44203 | 501C3 | EDUCATION ROOM | $5,000 | |
| OPEN M | |||||||
| 941 PRINCETON STREET | AKRON | OH | 44311 | 501C3 | EMPLOYMENT SERVICES | $7,500 | |
| VICTORY GALLOP | |||||||
| 1745 N HAMETOWN RD | AKRON | OH | 44333 | 501C3 | RIDER SCHOLARSHIPS | $5,000 | |
| UNITED WAY | |||||||
| 37 NORTH HIGH STREET | AKRON | OH | 44308 | 501C3 | SUMMIT COUNTY | $8,000 | |
| AKRON MARATHON | |||||||
| 155 E VORIS STREET | AKRON | OH | 44311 | 501C3 | SUPPLIES | $5,000 | |
| OHIO ERIE CANALWAY COALITION | |||||||
| 47 WEST EXCHANGE STREET | AKRON | OH | 44308 | 501C3 | SUMMIT BIKE SHARE | $1,000 | |
| BROKEN CHAINS JAIL & MINISTRY | |||||||
| PO BOX 502 | AKRON | OH | 44309 | 501C3 | LYDIA'S HOME RECOVERY | $5,000 | |
| VICTIM ASSISTANCE | |||||||
| 137 S MAIN STREET | AKRON | OH | 44308 | 501C3 | VICTIM ADVOCACY PROGRAM | $8,000 | |
| CHILD GUIDANCE & FAMILY SOLUTIONS | |||||||
| 18 N FORGE STREET | AKRON | OH | 44313 | 501C3 | PROGRAMMING | $10,000 | |
| AXESSPOINTE | |||||||
| 1400 S ARLINGTON ST 38 | AKRON | OH | 44306 | 501C3 | PATIENT ASSISTANCE | $15,000 | |
| FAMILY PROMISE OF SUMMIT COUNTY | |||||||
| 111 EAST VORIS ST STE A | AKRON | OH | 44311 | 501C3 | FAMILY WELLNESS | $10,000 | |
| FAMILY & COMMUNITY SERVICES | |||||||
| 705 OAKWOOD ST STE 221 | RAVENNA | OH | 44266 | 501C3 | CO RESIDENTS | $2,000 | |
| GREENLEAF FAMILY CENTER | |||||||
| 580 GRANT AVE | AKRON | OH | 44111 | 501C3 | ADOLESCENT SUICIDE PREVENTION | $5,000 | |
| AKRON CANTON FOODBANK | |||||||
| 350 OPPORTUNITY PARKWAY | AKRON | OH | 44307 | 501C3 | 2023 BARBERTON DISTRIBUTION PRGM | $7,500 | |
| EVERSIGHT | |||||||
| 6700 EUCLID AVE STE 101 | CLEVELAND | OH | 44103 | 501C3 | SIGHT SAVING SUPPLIES | $4,817 | |
| MAGICAL THEATER COMPANY | |||||||
| PO BOX 386 | BARBERTON | OH | 44203 | 501C3 | CANCER AWARENESS | $10,000 | |
| STEWARTS CARING PLACE | |||||||
| 3501 RIDGE PARK DRIVE | FAIRLAWN | OH | 44333 | 501C3 | CANCER WELLNESS | $5,000 | |
| PREVENT BLINDNESS | |||||||
| 6803 MAYFIELD RD STE211 | CLEVELAND | OH | 44124 | 501C3 | VISION CARE | $3,500 | |
| BEN CURTIS FAMILY FOUNDATION | |||||||
| 1675 E MAIN ST STE 260 | KENT | OH | 44240 | 501C3 | BIRDIE BAG PROGRAM | $7,583 | |
| AKRON CHILDREN'S HOSPITAL | |||||||
| ONE PERKINS SQUARE | AKRON | OH | 44308 | 501C3 | WALK W/A DOC | $1,400 | |
| AMERICAN RED CROSS | |||||||
| 501 W MARKET STREET | AKRON | OH | 44303 | 501C3 | DISASTER RELIEF | $4,000 | |
| BATTERED WOMEN'S SHELTER | |||||||
| 974 EAST MARKET STREET | AKRON | OH | 44305 | 501C3 | SERVICES | $10,000 | |
| RAPE CRISIS CENTER | |||||||
| 974 EAST MARKET STREET | AKRON | OH | 44305 | 501C3 | CRISIS INTERVENTION | $10,000 | |
| CARESTAR | |||||||
| 5566 CHEVIOT RD | CINCINNATI | OH | 45247 | 501C3 | COMMUNITY BASED WRAPAROUND | $7,500 | |
| SUMMA HEALTH | |||||||
| 155 5TH STREET NE | BARBERTON | OH | 44203 | 501C3 | LYMPHEDEMA SUPPORT | $6,000 | |
| NATHEN BESSE | |||||||
| 302 E BUCHTEL AVE | AKRON | OH | 44325 | SCHOLARSHIP | $2,000 | NONE | |
| SOPHIE BURNS | |||||||
| 829 BETHEL RD | COLUMBUS | OH | 43214 | SCHOLARSHIP | $7,000 | NONE | |
| MOLLY CUNNINGHAM | |||||||
| 302 WILLIAMS HALL | KENT | OH | 44240 | SCHOLARSHIP | $5,100 | NONE | |
| MADELINE GAY | |||||||
| 2600 CLEVELAND AVE NW | CANTON | OH | 44709 | SCHOLARSHIP | $2,000 | NONE | |
| SYDNEY GRAFFICE | |||||||
| 1972 CLARK AVE | ALLIANCE | OH | 44601 | SCHOLARSHIP | $5,100 | NONE | |
| CHRISTINA MALDONADO | |||||||
| 302 WILLIAMS HALL | KENT | OH | 44240 | SCHOLARSHIP | $5,100 | NONE | |
| MACY RIES | |||||||
| 302 E BUCHTEL AVE | AKRON | OH | 44325 | SCHOLARSHIP | $2,000 | NONE | |
| MADELEINE RAY | |||||||
| 302 E BUCHTEL AVE | AKRON | OH | 44325 | SCHOLARSHIP | $2,000 | NONE | |
| ZACHARY SCALF | |||||||
| 11715 GARFIELD RD | HIRAM | OH | 44234 | SCHOLARSHIP | $6,500 | NONE | |
| LAYAH TAYLOR | |||||||
| 302 E BUCHTEL AVE | AKRON | OH | 44325 | SCHOLARSHIP | $2,000 | NONE | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $254,800 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $99,126 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $47,275 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURNED SCHOLARSHIPS | Desc |
| Related Or Exempt Function Incm | $4,739 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $146,401 | ExclusionAmt |
| Related Or Exempt Function Incm | $4,739 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $151,140 | 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 | 11B | LineNumberTxt |
| Relationship Statement | RETURN OF PREV. ISSUED SCHOLARSHIPS | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,200 | Amt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (28 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BERKSHIRE HATHAWAY 3% | ||
| JOHNSON AND JOHNSON 2.05% | ||
| PEPSICO INC 2.75% | ||
| COLGATE PALMOLIVE 2.1% | $14,868 | $14,868 |
| APPLE INC. 2.4% | $24,785 | $24,785 |
| JP MORGAN 2.7% | $24,760 | $24,760 |
| INTERCONTINENTAL EXCH 4% | ||
| ILLINOIS TOOL WORKS 3.5% | $24,592 | $24,592 |
| JOHN DEERE 2.65% | $24,251 | $24,251 |
| METLIFE 3.6% | $24,514 | $24,514 |
| TARGET 3.5% | $24,486 | $24,486 |
| VERIZON 3.5% | $19,330 | $19,330 |
| GENERAL DYNAMICS 2.375% | $23,850 | $23,850 |
| KIMBERLY CLARK 2.65% | $23,889 | $23,889 |
| SCHWAB CORP 3.62% | $24,341 | $24,341 |
| QUALCOMM INC 3.45% | $14,599 | $14,599 |
| AIR PRODUCTS AND CHEMICALS 1.5% | $23,039 | $23,039 |
| BANK OF NY 3.25% | $23,536 | $23,536 |
| EMERSON ELECTRIC 1.8% | $21,826 | $21,826 |
| MASTERCARD 3.5% | $23,719 | $23,719 |
| STARBUCKS 3.5% | $23,532 | $23,532 |
| AMAZON 1.65% | ||
| PUBLIC STORAGE 1.95 | $21,106 | $21,106 |
| BP CAPITAL 3.5% | ||
| NUTRIEN LTD 3% | $9,577 | $9,577 |
| BANK OF MONTREAL 2% | $22,415 | $22,415 |
| FFCB 1.54% | $43,753 | $43,753 |
| FFCB 1.84% | $42,737 | $42,737 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES CORE S&P | $328,487 | $328,487 |
| VANGUARD RUSSELL 1000 GROWTH | $433,188 | $433,188 |
| VANGUARD RUSSELL 1000 VALUE | $502,013 | $502,013 |
| INVESCO OPPENHEIMER INTL GROWTH | $356,424 | $356,424 |
| THORNBURG DEVELOPING WORLD | $147,675 | $147,675 |
| ARTISAN INTERNATIONAL VALUE | $485,334 | $485,334 |
| BLACKROCK GLOBAL | $294,720 | $294,720 |
| CALAMOS MARKET NEUTRAL | $387,668 | $387,668 |
| T ROWE PRICE DIV SMALL | $287,799 | $287,799 |
| THORNBURG STRATEGIC | $286,434 | $286,434 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $870,823 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| INSURANCE | $3,089 |
| PROMOTIONAL EXPENSE | $2,500 |
| BANK SERVICE FEES | $132 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURNED SCHOLARSHIPS | Desc |
| Revenue And Expenses Per Books | $4,739 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT FEES | $6,250 | $6,250 |
| TRUST FEES | $5,298 | |
| BCF MANAGEMENT FEES | $40,668 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $3,700 | Amt |