ROBERT S MORRISON FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT S MORRISON FOUNDATION (EIN 23-7246162)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-22
- IRS object ID
- 202531429349100003
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-22T07:06:57-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 463004069 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SNODGRASS OF NE OHIO INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4820 STATE ROAD | AddressLine1Txt |
| City | ASHTABULA | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237246162 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT S MORRISON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 4409927674 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 355 PROSPECT ROAD P O BOX 580 | AddressLine1Txt |
| City | ASHTABULA | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44005 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LOUISE M RAFFA | PersonNm |
| Person Title | CO-PRESIDENT | PersonTitleTxt |
| Phone | 4409927674 | PhoneNum |
| Signature | 2025-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD VANEK | PreparerPersonNm |
| PTIN | P00159592 | PTIN |
| Phone | 4409932142 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $19,410,398 | 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 | $469,634 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $467,980 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $322,751 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,751,918 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $322,751 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $792,385 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $790,731 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $82,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $82,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $10,837 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $10,837 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,761 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $8,761 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $58,552 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $58,327 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $225 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $10 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $10 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $11,209 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,728 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $6,561 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $576 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $13,032 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $13,032 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $13,524 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $13,524 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $189 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $189 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $35,391 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $35,391 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $234,581 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $62,055 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $171,030 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $699,538 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $579,538 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $934,119 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $62,055 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $750,568 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$141,734 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $728,676 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $12,151 | CashBOYAmt |
| Cash EOY | $27,073 | CashEOYAmt |
| Cash EOYFMV | $27,073 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $215,319 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $735,436 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $735,436 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,351,388 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,118,384 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,847,560 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,127,647 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,724,445 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,503,899 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $3,117,942 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,180,840 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,294,415 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $4,031 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,016 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,591 | LandBOYAmt |
| Land EOY | $2,015 | LandEOYAmt |
| Land EOYFMV | $2,015 | LandEOYFMVAmt |
| Total Assets BOY | $11,827,038 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,788,193 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,410,398 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $1,980 | AccountsPayableEOYAmt |
| Grants Payable BOY | $820,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $745,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $820,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $746,980 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $11,007,038 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $11,041,213 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,007,038 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,041,213 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,827,038 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,788,193 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,007,038 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$141,734 | ExcessRevenueOverExpensesAmt |
| Other Increases | $175,909 | OtherIncreasesAmt |
| Subtotal | $11,041,213 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,041,213 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $358,949 | $377,783 | -$18,834 | -$18,834 | |
| PUBLICLY TRADED SECURITIES | $5,382,905 | $5,051,384 | $331,521 | $331,521 | |
| CAPITAL GAINS DIVIDENDS | $10,064 | $10,064 | $10,064 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $322,751 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,129 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,129 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,129 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,800 | 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 | $9,800 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $329 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | THEROBERTSMORRISONFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | LOUISE M RAFFA | IndividualWithBooksNm |
| Phone | 4409927674 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 355 PROSPECT ROAD SUITE 110 | AddressLine1Txt |
| City | ASHTABULA | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| LOUISE M RAFFA | ||||||||
| 3823 EDGEWATER DRIVE | ASHTABULA | OH | 44004 | CO-PRESIDENT | 30.00 | $82,500 | $0 | $0 |
| ALEC J RAFFA | ||||||||
| 3642 SAMAR DRIVE | ASHTABULA | OH | 44004 | CO-PRESIDENT | 2.00 | $0 | $0 | $0 |
| THOMAS M RAFFA | ||||||||
| 15563 MIAMI LAKEWAY N 101 | MIAMI LAKES | FL | 33014 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| ROBERT M RAFFA | ||||||||
| 8325 SW 44TH STREET | MIAMI | FL | 33155 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| RICHARD ROWLEY | ||||||||
| 2797 SOMBRERO BLVD | MARATHON | FL | 33050 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| RICHARD G COBLITZ | ||||||||
| 5610 MAIN AVENUE | ASHTABULA | OH | 44004 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $18,461,243 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $69,884 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,531,127 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $18,531,127 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $277,967 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,253,160 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $912,658 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $912,658 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,129 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,129 | TotalTaxAmt |
| Distributable Before Adj | $902,529 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $902,529 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $902,529 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $750,568 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $750,568 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $902,529 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $660,556 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $750,568 | QualifyingDistributionsAmt |
| Applied To Year1 | $660,556 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $90,012 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $812,517 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LOUISE RAFFA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 355 PROSPECT ROAD SUITE 110 | AddressLine1Txt |
| City | ASHTABULA | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4409927674 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATION IS AVAILABLE ON WEBSITE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | PRIMARILY WITHIN ASHTABULA COUNTY, OHIO | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AFTER SCHOOL DISCOVERY | |||||||
| PO BOX 113 | ASHTABULA | OH | 44005 | NONE | PC | GENERAL PURPOSE | $20,000 |
| ALZHEIMER'S ASSOCIATION | |||||||
| 3 SUMMIT PARK DRIVE SUITE 550 | INDEPENDENCE | OH | 44131 | NONE | PC | GENERAL PURPOSE | $5,000 |
| AMERICAN RED CROSS NE OHIO | |||||||
| 3747 EUCLID AVE | CLEVELAND | OH | 44115 | NONE | PC | GENERAL PURPOSE | $10,000 |
| ASHTABULA AREA CITY SCHOOLS | |||||||
| 6600 SANBORN ROAD | ASHTABULA | OH | 44004 | NONE | PC | GENERAL PURPOSE | $13,090 |
| ASHTABULA ARTS CENTER FOUNDATION | |||||||
| 2928 WEST 13TH STREET | ASHTABULA | OH | 44004 | NONE | PC | GENERAL PURPOSE | $10,000 |
| ASHTABULA ARTS CENTER | |||||||
| 2928 WEST 13TH STREET | ASHTABULA | OH | 44004 | NONE | PC | GENERAL PURPOSE | $25,000 |
| ASHTABULA COUNTY AIRPORT AUTHORITY | |||||||
| PO BOX 379 | JEFFERSON | OH | 44047 | NONE | PC | GENERAL PURPOSE | $50,000 |
| ASHTABULA COUNTY ANIMAL PROTECTIVE LEAUGE | |||||||
| 5970 GREEN ROAD | ASHTABULA | OH | 44005 | NONE | PC | GENERAL PURPOSE | $36,000 |
| ASHTABULA COUNTY COVERED BRIDGE FESTIVAL | |||||||
| 25 WEST JEFFERSON ST | JEFFERSON | OH | 44047 | NONE | PC | GENERAL PURPOSE | $3,000 |
| ASHTABULA COUNTY DISTRICT LIBRARY FOUNDATION | |||||||
| 4335 PARK AVE | ASHTABULA | OH | 44004 | NONE | PC | GENERAL PURPOSE | $25,000 |
| ASHTABULA COUNTY LIGHTS ON THE LAKE | |||||||
| PO BOX 1395 | ASHTABULA | OH | 44005 | NONE | PC | GENERAL PURPOSE | $3,000 |
| ASHTABULA COUNTY MEDICAL CENTER FOUNDATION | |||||||
| 2420 LAKE AVENUE | ASHTABULA | OH | 44005 | NONE | PC | GENERAL PURPOSE | $150,000 |
| ASHTABULA COUNTY SWAT | |||||||
| 25 WEST JEFFERSON ST | JEFFERSON | OH | 44047 | NONE | PC | GENERAL PURPOSE | $4,000 |
| ASHTABULA HOMELESS SHELTER INC | |||||||
| PO BOX 743 | ASHTABULA | OH | 44005 | NONE | PC | GENERAL PURPOSE | $18,000 |
| AXXESS POINTE COMMUNITY HEALTH CENTER | |||||||
| 1400 S ARLINGTON ST SUITE 38 | AKRON | OH | 44306 | NONE | PC | GENERAL PURPOSE | $3,000 |
| BEATITUDE HOUSE | |||||||
| 238 TOD LANE | YOUNGSTOWN | OH | 44504 | NONE | PC | GENERAL PURPOSE | $15,000 |
| CLEVELAND RAPE CRISIS CENTER | |||||||
| 2937 W 25TH STREET SECOND FLOOR | CLEVELAND | OH | 44113 | NONE | PC | GENERAL PURPOSE | $12,000 |
| COUNTRY NEIGHBOR PROGRAM INC | |||||||
| PO BOX 212 | ORWELL | OH | 44076 | NONE | PC | GENERAL PURPOSE | $5,000 |
| EMERGENCY ASSISTANCE FOUNDATION INC | |||||||
| PO BOX 727099 | DALLAS | TX | 75375 | NONE | PC | GENERAL PURPOSE | $25,000 |
| GENEVA AREA NEIGHBORHOOD PROGRESS | |||||||
| PO BOX 583 | GENEVA | OH | 44041 | NONE | PC | GENERAL PURPOSE | $500 |
| GIRL SCOUTS OF NORTHEAST OHIO | |||||||
| 1 GIRL SCOUT WAY | MACEDONIA | OH | 44056 | NONE | PC | GENERAL PURPOSE | $5,000 |
| GROWTH PARTNERSHIP FOR ASHTABULA COUNTY | |||||||
| 35 WEST JEFFERSON STREET | JEFFERSON | OH | 44047 | NONE | PC | GENERAL PURPOSE | $1,500 |
| HOSPICE OF THE WESTERN RESERVE INC | |||||||
| 17876 ST CLAIR AVE | CLEVELAND | OH | 44110 | NONE | PC | GENERAL PURPOSE | $5,000 |
| JEFFERSON DEPOT INC | |||||||
| PO BOX 22 | JEFFERSON | OH | 44047 | NONE | PC | GENERAL PURPOSE | $5,000 |
| JUNIOR ACHIEVEMENT OF MAHONING VALLEY | |||||||
| 1601 MOTOR INN DR 305 | GIRARD | OH | 44420 | NONE | PC | GENERAL PURPOSE | $7,500 |
| LAKESIDE GOAL LINE CLUB | |||||||
| 5405 GERALD RD | ASHTABULA | OH | 44004 | NONE | PC | GENERAL PURPOSE | $9,448 |
| LAKESIDE MUSIC BOOSTERS | |||||||
| PO BOX 581 | ASHTABULA | OH | 44005 | NONE | PC | GENERAL PURPOSE | $5,000 |
| LAKESIDE YOUTH FOOTBALL LEAGUE | |||||||
| 6346 OLD WOODS | ASHTABULA | OH | 44004 | NONE | PC | GENERAL PURPOSE | $5,000 |
| LEADERSHIP ASHTABULA COUNTY INC | |||||||
| PO BOX 643 | ASHTABULA | OH | 44005 | NONE | PC | GENERAL PURPOSE | $10,000 |
| LEGAL AID SOCIETY OF CLEVELAND | |||||||
| 1223 WEST 6TH | CLEVELAND | OH | 44113 | NONE | PC | GENERAL PURPOSE | $7,500 |
| SAINT JOHN SCHOOL | |||||||
| 7911 DEPOT ROAD | ASHTABULA | OH | 44004 | NONE | PC | GENERAL PURPOSE | $1,000 |
| SAVING OUR STRAYS CAT RESCUE | |||||||
| 1727 E 46TH | ASHTABULA | OH | 44004 | NONE | PC | GENERAL PURPOSE | $5,000 |
| SAYBROOK TOWNSHIP | |||||||
| 7247 CENTER ROAD | ASHTABULA | OH | 44004 | NONE | PC | GENERAL PURPOSE | $29,000 |
| ST PETER'S FINE ARTS | |||||||
| 4901 MAIN AVENUE | ASHTABULA | OH | 44004 | NONE | PC | GENERAL PURPOSE | $5,000 |
| UNITED WAY OF ASHTABULA COUNTY | |||||||
| 3709 STATE RD SUITE 203 | ASHTABULA | OH | 44004 | NONE | PC | GENERAL PURPOSE | $31,000 |
| VALLEY COMMUNITY GROWTH CONNECTION | |||||||
| PO BOX 514 | ORWELL | OH | 44076 | NONE | PC | GENERAL PURPOSE | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $579,538 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CIVIC DEVELOPMENT CORPORATION OF ASHTABULA COUNTY | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 131 | AddressLine1Txt |
| City | ASHTABULA | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL PURPOSE | GrantOrContributionPurposeTxt |
| Amt | $120,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $120,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $469,634 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $322,751 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $792,385 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $792,385 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $8,761 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,761 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | FURNITURE | PropertyDesc |
| Acquired | 2021-03-30 | AcquiredDt |
| Cost Or Other Basis | $4,031 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $1,440 | PriorYearDepreciationAmt |
| Computation Method | SL | ComputationMethodTxt |
| Life | 7.000000000000 | LifeRt |
| Current Year Expense | $576 | CurrentYearExpenseAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME INVESTMENTS | BondNm |
| EOY Book Value | $5,724,445 | EOYBookValueAmt |
| EOYFMV | $5,503,899 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $2,118,384 | EOYBookValueAmt |
| EOYFMV | $6,847,560 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS | AT COST | $2,288,290 | $5,384,587 |
| MISCELLANEOUS ASSETS | AT COST | $892,550 | $909,828 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FURNITURE | CategoryOrItemTxt |
| Cost Or Other Basis | $4,031 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $2,016 | AccumulatedDepreciationAmt |
| Book Value | $2,015 | BookValueAmt |
| EOYFMV | $2,015 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $10,837 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,837 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| POSTAGE AND SHIPPING | $288 | $0 | $288 |
| COMPUTER SOFTWARE & SERVICES | $4,344 | $0 | $4,344 |
| TELEPHONE EXPENSE | $6,156 | $0 | $6,156 |
| CONTRACT LABOR | $17,050 | $0 | $17,050 |
| MISCELLANEOUS EXPENSES | $4,052 | $0 | $4,052 |
| BANK FEE | $116 | $0 | $116 |
| INSURANCE | $2,823 | $0 | $2,823 |
| MEMBERSHIP DUES | $480 | $0 | $480 |
| OFFICE SUPPLIES | $82 | $0 | $82 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAIN ON INVESTMENTS CARRIED AT MARKET VALUE | Desc |
| Amt | $175,909 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $58,327 | $58,327 | $0 |
| STATE OF OHIO FILING FEE | $225 | $0 | $225 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX EXPENSE | $3,728 | $3,728 | $0 |
| EXCISE TAX | $920 | $0 | $0 |
| EMPLOYER PAYROLL TAXES | $6,561 | $0 | $6,561 |