JOHNSON-KAZAR CHARITABLE FOUNDATIONINC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- JOHNSON-KAZAR CHARITABLE FOUNDATIONINC (EIN 20-8080274)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-04-30
- IRS object ID
- 202531209349100713
- Schema version
- 2023v6.0
- 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 Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-30T09:11:30-00:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 352390688 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Select Fiduciary LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 420 | AddressLine1Txt |
| City | Rootstown | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44272 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208080274 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Johnson-Kazar Charitable Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 3306978230 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 528 | AddressLine1Txt |
| City | Green | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44232 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Melissa Johnson | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Phone | 3306978230 | PhoneNum |
| Signature | 2025-04-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Robin L Riemenschneider | PreparerPersonNm |
| PTIN | P00074066 | PTIN |
| Phone | 3307770600 | PhoneNum |
| Preparation | 2025-03-03 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,533,546 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $70,062 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $70,062 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $27,270 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $177,809 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $27,270 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $97,332 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $97,332 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $200 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $200 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,916 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $200 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $200 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,516 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $200 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $400 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $162,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $162,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $164,516 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $200 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $162,400 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$67,184 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $97,132 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $22,440 | CashBOYAmt |
| Cash EOY | $12,923 | CashEOYAmt |
| Cash EOYFMV | $12,923 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,726,434 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,714,119 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,517,155 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $48,779 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,427 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,468 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,797,653 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,730,469 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,533,546 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,797,653 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,730,469 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,797,653 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,730,469 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,797,653 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,730,469 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,797,653 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$67,184 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,730,469 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,730,469 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly Traded Securities | PropertyDesc |
| Gross Sales Price | $155,000 | GrossSalesPriceAmt |
| Cost Or Other Basis | $150,539 | CostOrOtherBasisAmt |
| Gain Or Loss | $4,461 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $4,461 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $27,270 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,350 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,350 | SubtotalAmt |
| Tax Based On Investment Income | $1,350 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,225 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,225 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $3,225 | OriginalReturnTaxPaidAmt |
| Overpayment | $1,875 | OverpaymentAmt |
| Applied To ES Tax | $1,875 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | Robert Kazar | IndividualWithBooksNm |
| Phone | 3302448590 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 528 | AddressLine1Txt |
| City | Green | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44232 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Robert Kazar | ||||||
| PO Box 528 | Green | OH | 44232 | Director | 002.00 | $0 |
| Melissa Johnson | ||||||
| PO Box 528 | Green | OH | 44232 | Director | 002.00 | $0 |
| Michael Paschke | ||||||
| PO Box 528 | Green | OH | 44232 | Director | 001.00 | $0 |
| David Rubens | ||||||
| PO Box 528 | Green | OH | 44232 | Director | 001.00 | $0 |
| Julia Kazar | ||||||
| PO Box 528 | Green | OH | 44232 | Director | 001.00 | $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 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $3,313,374 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $19,284 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,332,658 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $3,332,658 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $49,990 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,282,668 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $164,133 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $164,133 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,350 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,350 | TotalTaxAmt |
| Distributable Before Adj | $162,783 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $162,783 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $162,783 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $162,400 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $162,400 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $162,783 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,481 | UndistributedIncomePYAmt |
| Qualifying Distributions | $162,400 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,481 | AppliedToYear1Amt |
| Applied To Current Year | $160,919 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $1,864 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Robert Kazar | ContributingManagerNm |
| Contributing Manager | Melissa Johnson | ContributingManagerNm |
| Shareholder Manager | None | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (64 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 261 Fearless Inc | ||||||
| PO Box 112 | Flanders | NJ | 07836 | PC | Donation | $7,500 |
| Akron Area YMCA | ||||||
| 50 S Main St Suite LL 100 | Akron | OH | 44308 | PC | Donation | $5,000 |
| Akron Area YMCA | ||||||
| 50 S Main St Suite LL 100 | Akron | OH | 44308 | PC | YAZZLE for Youth | $1,000 |
| Akron Canton Regional Food Bank | ||||||
| 350 Opportunity Parkway | Akron | OH | 44307 | PC | Donation | $5,000 |
| Akron Community Foundation | ||||||
| 345 West Cedar St | Akron | OH | 44307 | PC | Womens Endowment Millennium Fund | $2,000 |
| Akron Marathon Sustainability Fund (at ACF) | ||||||
| 345 West Cedar St | Akron | OH | 44307 | PC | Donation | $5,000 |
| Akron Public Schools - Project RISE | ||||||
| 10 N Main St | Akron | OH | 44308 | PC | Donation - Project Rise | $1,500 |
| Akron Rotary Camp (at ACF) | ||||||
| 345 West Cedar St | Akron | OH | 44307 | PC | Donation - Rotary Camp | $2,500 |
| Akron Symphony Orchestra | ||||||
| 92 N Main St | Akron | OH | 44308 | PC | Donation | $1,500 |
| American Cancer Society | ||||||
| PO Box 1981 | Cleveland | OH | 44106 | PC | Donation - PAN Ohio D Bachtel | $1,000 |
| American Red Cross - Permian Basin Of Texas | ||||||
| PO Box 60310 | Midland | TX | 79711 | PC | Donation | $1,000 |
| Appalachian Trail Conservancy | ||||||
| 799 Washington St | Harpers Ferry | WV | 25425 | PC | Donation | $1,000 |
| Arizona Trail Association | ||||||
| 738 N 5th Avenue Suite 201 | Phoenix | AZ | 85705 | PC | Donation | $1,500 |
| Arts In Stark | ||||||
| 900 Cleveland Ave NW | Canton | OH | 44702 | PC | Donation | $7,500 |
| Aultman Foundation | ||||||
| 2600 Sixth St SW | Canton | OH | 44710 | PC | Donation - Memory of Bratton Anderson | $2,000 |
| Blossom Hill | ||||||
| 28700 Center Ridge Road | Westlake | OH | 44145 | PC | Donation | $2,500 |
| Borderlands Research Institute | ||||||
| PO Box C-21 Sul Ross State Univ | Alpine | TX | 79832 | PC | Donation | $2,000 |
| Bryant University | ||||||
| 1150 Douglas Pike | Smithfield | RI | 02917 | PC | Jack Rubens Scholarship Fund | $1,500 |
| Buckeye Trail Association | ||||||
| PO Box 5 | Shawnee | OH | 43782 | PC | Donation | $1,500 |
| CARE | ||||||
| PO Box 3740 | Carefree | AZ | 85377 | PC | Donation | $5,000 |
| Caring and Serving Together - CAST | ||||||
| 5408 Peninsula Drive | Canton | OH | 44718 | PC | Donation | $1,500 |
| Cleveland Animal Protective League | ||||||
| 1729 Willey Ave | Cleveland | OH | 44113 | PC | Donation | $1,500 |
| Conservancy Of CVNP | ||||||
| 1403 W Hines Hill Rd | Peninsula | OH | 44264 | PC | Donation | $1,500 |
| First Tee Of Canton | ||||||
| 2525 25th Street NE | Canton | OH | 44705 | PC | Donation | $2,500 |
| Food Pantry Of Jeff Davis County | ||||||
| PO Box 244 | Fort Davis | TX | 79734 | PC | Donation | $2,500 |
| Foothills Community Foundation | ||||||
| 34250 N 60th St | Scottsdale | AZ | 85266 | PC | Donation | $2,500 |
| Friends Of Tonto National Forest | ||||||
| 4022 E Greenway Rd Suite 11 | Phoenix | AZ | 85032 | PC | Donation | $2,500 |
| Gennesaret | ||||||
| PO Box 1253 | Cuyahoga Falls | OH | 44223 | PC | Donation | $5,000 |
| Girl Scouts | ||||||
| One Girl Scout Way | Macedonia | OH | 44056 | PC | Donation - STEM Center | $2,500 |
| Girls On The Run - Akron | ||||||
| 8929 Brecksville Road | Brecksville | OH | 44141 | PC | Donation | $1,500 |
| Girls On The Run - Canton | ||||||
| 237 Tuscarawas Street W Suite B | Canton | OH | 44702 | PC | Donation | $1,500 |
| JRC (formerly JR Coleman) | ||||||
| 3300 Parkway Street NW | Canton | OH | 44708 | PC | Donation | $2,500 |
| Let's Grow Akron | ||||||
| 467 Harvey Ave | Akron | OH | 44314 | PC | Donation | $1,500 |
| Massillon Area Greenways Inc | ||||||
| 135 Lake Ave NW | Massillon | OH | 44647 | PC | Donation | $1,000 |
| Meals On Wheels | ||||||
| 2363 Nave Road SE | Massillon | OH | 44646 | PC | Donation | $1,000 |
| Mobile Comunidad | ||||||
| 100 Memorial Square | Fort Davis | TX | 79734 | PC | Donation | $2,500 |
| National First Ladies Library & Museum | ||||||
| 205 S Market Ave | Canton | OH | 44702 | PC | Donation | $2,500 |
| National Inventors Hall Of Fame | ||||||
| 3701 Highland Park NW | North Canton | OH | 44720 | PC | Donation - Camp Invention Akron, OH | $2,500 |
| North Canton Playhouse | ||||||
| 525 Seventh St NE | North Canton | OH | 44720 | PC | Donation | $1,500 |
| Northern Ohio PGA Section Foundation | ||||||
| 4735 Richmond Road | Warrensville Heights | OH | 44128 | PC | Donation - M Stem Birdies for Charity | $1,000 |
| Ohio & Erie Canalway Coalition | ||||||
| 47 W Exchange St | Akron | OH | 44308 | PC | Donation | $1,500 |
| Ohio CPA Foundation | ||||||
| 4249 Easton Way Suite 150 | Columbus | OH | 43219 | PC | Donation | $1,500 |
| Our Lady Of The Elms | ||||||
| 1375 W Market St | Akron | OH | 44313 | PC | Donation | $1,000 |
| Pancreatic Cancer Action Network | ||||||
| 1500 Rosecrans Ave Suite 200 | Manhattan Beach | CA | 90266 | PC | Donation - in memory of Ted Sledz | $1,000 |
| Paul & David Carol YMCA Of Jackson Township | ||||||
| 7389 Caritas Circle NW | Massillon | OH | 44646 | PC | Donation | $2,500 |
| Phoenix Society for Burn Awareness | ||||||
| 6026 Kalamazoo Ave SE 221 | Kentwood | MI | 49508 | PC | Donation - in honor of Tony Gonzales | $2,500 |
| Phoenix Society for Burn Awareness | ||||||
| 6026 Kalamazoo Ave SE 221 | Kentwood | MI | 49508 | PC | Donation - in honor of Tony Gonzales | $2,500 |
| Planned Parenthood | ||||||
| 444 W Exchange St | Akron | OH | 44302 | PC | Donation | $7,500 |
| Red Cross - Canton | ||||||
| 408 9th St NW | Canton | OH | 44707 | PC | Donation | $1,500 |
| Refuge Of Hope | ||||||
| 405 Third St NE | Canton | OH | 44702 | PC | Donation | $2,000 |
| Run To Share | ||||||
| PO Box 305 | Wadsworth OH | OH | 44281 | PC | Donation | $1,500 |
| Shaw JCC of Akron | ||||||
| 750 White Pond Dr | Akron | OH | 44320 | PC | Donation - Fitness/Wellness | $10,000 |
| Saint Michaels Catholic Church | ||||||
| 3430 St Michael Blvd NW | Canton | OH | 44718 | PC | Donation - Memory of M Demchak | $1,000 |
| Shop with a Cop | ||||||
| 3487 S Smith Rd | Fairlawn | OH | 44333 | PC | Donation - Fairlawn Police Dept | $1,500 |
| South Street Ministries | ||||||
| 798 Grant St | Akron | OH | 44311 | PC | Donation - Bicycle Program | $1,500 |
| Stark County Community Foundation | ||||||
| 400 Market Avenue North Suite 200 | Canton | OH | 44702 | PC | Donation | $2,500 |
| Stark County Hunger Task Force | ||||||
| 408 9th St SW | Canton | OH | 44707 | PC | Donation | $2,500 |
| Tarry House | ||||||
| 564 Diagonal Road | Akron | OH | 44320 | PC | Donation | $3,000 |
| The MEB Foundation | ||||||
| PO Box 18826 | Tampa | FL | 33679 | PC | Donation | $5,000 |
| The MEB Foundation | ||||||
| PO Box 18827 | Tampa | FL | 33680 | PC | Donation | $5,000 |
| United Disability Services | ||||||
| 701 South Main St | Akron | OH | 44311 | PC | Donation | $2,500 |
| University Of Akron School Of Accountancy | ||||||
| 259 South Broadway St | Akron | OH | 44325 | PC | Donation | $2,500 |
| West Akron Baseball League (WABL) (at ACF) | ||||||
| 345 West Cedar St | Akron | OH | 44307 | PC | Donation | $1,000 |
| Wikimedia Foundation | ||||||
| 1 Montgomery St Ste 1600 | San Francisco | CA | 94104 | PC | Donation | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $162,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $70,062 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $27,270 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $97,332 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $97,332 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Select Fiduciary | CategoryTxt |
| Amt | $400 | Amt |
| Net Investment Income | $200 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $200 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | T Rowe Price Short-Term Bond Fund | BondNm |
| EOY Book Value | $3,427 | EOYBookValueAmt |
| EOYFMV | $3,468 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| T Rowe Price Balanced Fund | $60,528 | $78,518 |
| T Rowe Price Blue Chip Growth Fund | $37,257 | $146,996 |
| T Rowe Price Capital Appreciation I Class | $789,822 | $1,025,622 |
| T Rowe Price European Stock | $32,598 | $43,402 |
| T Rowe Price Spectrum Moderate Growth | $1,793,914 | $2,222,617 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Ohio State Filing Fee | Desc |
| Revenue And Expenses Per Books | $200 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $200 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Federal Excise Tax Estimated Payments | CategoryTxt |
| Amt | $1,916 | Amt |