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JOHN HENRY ELDRED JR FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
JOHN HENRY ELDRED JR FOUNDATION (EIN 45-3987947)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-05-09
IRS object ID
202541299349102234
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-05-09T13:09:10-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN310800053PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLARK SCHAEFER HACKETT & COBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11656 HENTHORNE DR SUITE 400AddressLine1Txt
CityMAUMEECityNm
State AbbreviationOHStateAbbreviationCd
ZIP43537ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN453987947EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JOHN HENRY ELDRED JR FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJOHNBusinessNameControlTxt
Phone4198689370PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 351959AddressLine1Txt
CityTOLEDOCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43635ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKATE BLAKEPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone4198689370PhoneNum
Signature2025-05-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPATRICIA WERSTPreparerPersonNm
PTINP00093014PTIN
Phone4198412848PhoneNum
Preparation2025-05-06PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$48,758,276FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$23,756,354ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$334,485InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$334,485InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$787,474DividendsRevAndExpnssAmt
Dividends Net Invst Incm$787,474DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$6,436NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,146,822GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$3,000OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$3,000OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$24,874,877TotalRevAndExpnssAmt
Total Net Invst Incm$1,121,959TotalNetInvstIncmAmt
Total Adj Net Incm$3,000TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$95,725CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$23,931CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$71,794CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$25,707OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$6,427OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm$0OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$19,280OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$9,300PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$2,325PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm$0PensionEmplBnftAdjNetIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$6,975PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$9,225LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$2,306LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$6,919LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$24,972AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$6,243AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$18,729AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$206,111OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$146,054OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$60,056OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$98InterestRevAndExpnssAmt
Interest Net Invst Incm$25InterestNetInvstIncmAmt
Interest Adj Net Incm$0InterestAdjNetIncmAmt
Interest Dsbrs Chrtbl$74InterestDsbrsChrtblAmt
Taxes Rev And Expnss$35,737TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,564TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$7,526TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$2,022DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Deprec And Dpltn Adj Net Incm$0DeprecAndDpltnAdjNetIncmAmt
Trav Conf Meeting Rev And Expnss$4,557TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$1,139TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$3,418TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$49,323PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$12,331PrintingAndPubNetInvstIncmAmt
Printing And Pub Adj Net Incm$0PrintingAndPubAdjNetIncmAmt
Printing And Pub Dsbrs Chrtbl$36,992PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$50,490OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$10,065OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$40,427OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$513,267TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$213,410TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$272,190TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,113,600ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,113,600ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,626,867TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$213,410TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$2,385,790TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$22,248,010ExcessRevenueOverExpensesAmt
Net Investment Income$908,549NetInvestmentIncomeAmt
Adjusted Net Income$3,000AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$230,411CashBOYAmt
Cash EOY$224,219CashEOYAmt
Cash EOYFMV$224,219CashEOYFMVAmt
Sav And Temp Cash Invst BOY$3,512,627SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$7,389,661SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$7,389,661SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$1,976,695USGovernmentObligationsBOYAmt
US Government Obligations EOY$1,493,865USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$1,493,865USGovtObligationsEOYFMVAmt
Corporate Stock BOY$16,679,715CorporateStockBOYAmt
Corporate Stock EOY$27,670,446CorporateStockEOYAmt
Corporate Stock EOYFMV$27,670,446CorporateStockEOYFMVAmt
Corporate Bonds BOY$2,805,181CorporateBondsBOYAmt
Corporate Bonds EOY$11,452,937CorporateBondsEOYAmt
Corporate Bonds EOYFMV$11,452,937CorporateBondsEOYFMVAmt
Other Investments BOY$287,426OtherInvestmentsBOYAmt
Other Investments EOY$500,665OtherInvestmentsEOYAmt
Other Investments EOYFMV$500,665OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$28,505LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$2,022LandBldgEquipAccumDeprecAmt
Land BOY$25,531LandBOYAmt
Land EOY$26,483LandEOYAmt
Land EOYFMV$26,483LandEOYFMVAmt
Total Assets BOY$25,517,586TotalAssetsBOYAmt
Total Assets EOY$48,758,276TotalAssetsEOYAmt
Total Assets EOYFMV$48,758,276TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$25,517,586RetainedEarningBOYAmt
Retained Earning EOY$48,758,276RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$25,517,586TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$48,758,276TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$25,517,586TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$48,758,276TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$25,517,586TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$22,248,010ExcessRevenueOverExpensesAmt
Other Increases$992,680OtherIncreasesAmt
Subtotal$48,758,276SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$48,758,276TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (34 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
ISHARES MSCI EAFE ETFP2023-08-242024-02-09$53,614$50,010$3,604$3,604
ISHARES MSCI EMERGING MARKETSP2023-07-272024-02-09$254,160$262,565-$8,405-$8,405
DICKS SPORTING GOODSP2023-08-242024-05-15$49,401$28,023$21,378$21,378
DOLLAR GENERAL CORPP2022-09-072024-05-15$11,999$20,716-$8,717-$8,717
DOLLAR GENERAL CORPP2022-09-152024-05-15$11,999$20,727-$8,728-$8,728
FIDELITY NATL INFOP2022-09-072024-05-15$10,781$12,541-$1,760-$1,760
FIDELITY NATL INFOP2022-09-152024-05-15$10,781$12,225-$1,444-$1,444
KROGER COP2023-08-242024-05-15$32,802$28,137$4,665$4,665
BROADCOM INCP2024-10-152024-12-06$100,471$106,124-$5,653-$5,653
BROADCOM INCP2024-11-062024-12-06$51,006$51,831-$825-$825
DOLLAR GENERAL CORPP2024-08-162024-12-06$21,977$34,605-$12,628-$12,628
HERSHEY COP2024-08-162024-12-06$32,284$35,720-$3,436-$3,436
HERSHEY COP2024-10-152024-12-06$49,654$52,533-$2,879-$2,879
HERSHEY COP2024-11-062024-12-06$25,441$26,113-$672-$672
ISHARES MSCI BRAZIL ETFP2024-08-152024-12-06$32,254$37,449-$5,195-$5,195
PAYPAL HOLDINGS COP2022-09-072024-02-09$4,985$7,954-$2,969-$2,969
PAYPAL HOLDINGS COP2022-09-152024-02-09$4,985$8,285-$3,300-$3,300
CUMMINS INCP2021-02-042024-05-15$124,766$99,637$25,129$25,129
KROGER COP2022-10-052024-05-15$48,383$39,236$9,147$9,147
KROGER COP2022-10-192024-05-15$49,093$39,103$9,990$9,990
KROGER COP2023-01-312024-05-15$32,091$26,101$5,990$5,990
DEVON ENERGY CORPP2022-09-072024-08-15$10,357$15,723-$5,366-$5,366
DEVON ENERGY CORPP2022-09-152024-08-15$10,357$16,082-$5,725-$5,725
ESTEE LAUDERP2020-07-222024-08-15$12,211$24,714-$12,503-$12,503
INTEL CORPP2021-02-122024-08-15$32,615$99,606-$66,991-$66,991
INTEL CORPP2022-10-052024-08-15$18,448$24,607-$6,159-$6,159
INTEL CORPP2022-10-192024-08-15$18,489$23,587-$5,098-$5,098
US TREAS NOTEP2022-11-152024-10-31$500,000$485,980$14,020$14,020
BLACKSTONE INCP2024-12-06$131,652$48,556$83,096$83,096
BROADCOM INCP2024-12-06$29,268$14,798$14,470$14,470
ISHARES MSCI BRAZIL ETFP2024-12-06$129,639$149,989-$20,350-$20,350
ISHARES MSCI BRAZIL ETFP2024-12-06$40,856$49,966-$9,110-$9,110
CITIGROUP GLOBALP2024-12-12$200,000$200,015-$15-$15
CHARLES SCHWABP2024-12-31$3$3$3
FieldValueIRS element (for citing)
Capital Gain Net Income-$6,436CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$30,692NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$12,629InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$12,629SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$12,629TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$15,700EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$15,700TotalPaymentsAndCreditsAmt
Es Penalty$4EsPenaltyAmt
Overpayment$3,067OverpaymentAmt
Applied To ES Tax$3,067AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateOHOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksMARY JACOBSIndividualWithBooksNm
Phone4198689370PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 820AddressLine1Txt
CityHOLLANDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43528ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
KATE BLAKE
PO BOX 820HOLLANDOH43528PRESIDENT0.00$0$0$0
LEE WUNSCHEL
PO BOX 820HOLLANDOH43528TREASURER0.00$0$0$0
MARY JACOBS
PO BOX 820HOLLANDOH43528SECRETARY0.00$0$0$0
MARGARET ELDRED
PO BOX 820HOLLANDOH43528VICE PRESIDENT0.00$0$0$0
ERICA MESSINGER
PO BOX 820HOLLANDOH43528DIRECTOR0.00$0$0$0
SUE BASCUK
PO BOX 820HOLLANDOH43528DIRECTOR0.00$0$0$0
JOHN ELDRED III JR
PO BOX 820HOLLANDOH43528DIRECTOR0.00$0$0$0
MICHAEL OLAH
PO BOX 820HOLLANDOH43528DIRECTOR0.00$0$0$0
MICHAEL DEETSCH
PO BOX 820HOLLANDOH43528EXECUTIVE DIRECTOR40.00$95,725$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$31,181,888AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$5,452,749AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$36,634,637TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$36,634,637AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$549,520CashDeemedCharitableAmt
Net Vl Noncharitable Assets$36,085,117NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,804,256MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,804,256MinimumInvestmentReturnAmt
Tax Based On Investment Income$12,629TaxBasedOnInvestmentIncomeAmt
Total Tax$12,629TotalTaxAmt
Distributable Before Adj$1,791,627DistributableBeforeAdjAmt
Recoveries Qualfied Distri$3,000RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,794,627DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,794,627DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,385,790ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,385,790QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,794,627DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$155,919ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$413,058ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$568,977TotalExcessDistributionCyovAmt
Qualifying Distributions$2,385,790QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,794,627AppliedToCurrentYearAmt
Remaining Distri From Corpus$591,163RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,160,140TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,160,140ExcessDistriCyovToNextYrAmt
Excess From Year2$155,919ExcessFromYear2Amt
Excess From Year1$413,058ExcessFromYear1Amt
Excess From Current Year$591,163ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (150 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ABEL J MORNEAULT MEMORIAL LIBRARY
153 MAIN STREETVAN BURENME04785NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$5,000
ADVOCATING OPPORTUNITY
2 MARITIME PLAZA 1ST FLOORTOLEDOOH43604NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$10,000
AFTER-SCHOOL ALL-STARS OHIO
1500 NORTH SUITE 310 SUPERIORTOLEDOOH43604NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$25,000STREET
AHIRA HALL MEMORIAL LIBRARY
PO BOX QBROCTONNY14716NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$5,000
ALDEN BALCH MEMORIAL LIBRARY
PO BOX 147LUNENBURGVT059060006NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$5,000
ALFRED BOX OF BOOKS LIBRARY
1 WEST UNIVERSITY STREETALFREDNY14802NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$5,000
AMERICAN CANCER SOCIETY HOPE LODGE
11432 MAYFIELD ROADCLEVELANDOH44106NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$2,500
ANNIE PORTER AINSWORTH MEMORIAL LIBRARY
PO BOX 69SANDY CREEKNY13145NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$5,000
APPALACHIAN REGIONAL LIBRARY
PO BOX 152 140 QUEEN STREETBOONENC28607NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$5,000
ARTS COMMISSION OF GREATER TOLEDO
1838 PARKWOOD AVE 120TOLEDOOH43604NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$25,000
AURORA PROJECT
1035 N SUPERIOR STTOLEDOOH43604NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$25,000
AUTISM MODEL COMMUNITY SCHOOL
3020 TREMAINSVILLE RDTOLEDOOH43613NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$25,000
AVERY MITCHELL YANCEY REGIONAL LIBRARY
289 BURNSVILLE SCHOOL RDBURNSVILLENC28714NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$5,000
BABY UNIVERSITY
860 ORCHARD STREETTOLEDOOH43609NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$20,000
BETHANY HOUSE SERVICES INC
PO BOX 5930TOLEDOOH43613NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$1,250
BETHEL LIBRARY ASSOCIATION
6 BROAD STBETHELME04217NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$5,000
BGSU FOUNDATION INC CO MILETI ALUMNI CENTER
136 N MERCER ROADBOWLING GREENOH43403NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$20,000
BINGHAM UNION LIBRARY
297 MAINSTREETBINGHAMME04920NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$5,000
BLOUNT LIBRARY INC
5 NORTH MAIN STFRANKLINVILLENY14737NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$5,000
BOYS & GIRLS CLUBS OF TOLEDO CO ADMINISTRATIVE CENTER
2250 N DETROIT AVETOLEDOOH43606NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$25,000
BRIDGEWATER FREE LIBRARY
PO BOX 372BRIDGEWATERNY13313NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$3,000
BROOKS MEMORIAL LIBRARY
224 MAIN STBRATTLEBOROVT05301NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$5,000
BRUNSWICK COMMUNITY LIBRARY
4118 STATE HIGHWAY 2TROYNY12180NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$5,000
CALAIS FREE LIBRARY
9 UNION STREETCALAISME04619NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$5,000
CHASE EMERSON MEMORIAL LIBRARY
17 MAIN STREETDEER ISLEME04627NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$5,000
CHERRY STREET MISSION MINISTRIES
1501 MONROE STREETTOLEDOOH43604NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$30,000
CHERRYFIELD FREE PUBLIC LIBRARY
35 MAIN STREETCHERRYFIELDME04622NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$5,000
CITY MISSION OF FINDLAY
510 WEST MAIN CROSSFINDLAYOH45840NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$25,000
COCOON SHELTER
PO BOX 1165BOWLING GREENOH43402NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$27,500
CONNECTING KIDS TO MEALS
1501 MONROE STTOLEDOOH43604NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$25,000
DAY 52 INC DBA ART TATUM ZONE
531 PINEWOOD AVETOLEDOOH43604NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$25,000
DOUGLAS LIBRARY
108 MAIN STNORTH CANAANCT06018NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$5,000
DUNKIRK PUBLIC LIBRARY
536 CENTRAL AVENUEDUNKIRKNY14048NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$5,000
DUTTON S PETERSON MEMORIAL LIBRARY
PO BOX 46ODESSANY148690046NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$5,000
EAST TOLEDO FAMILY CENTER
1020 VARLAND AVETOLEDOOH43605NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$25,000
EASTWOOD EDUCATIONAL FOUNDATION
120 COLLEGE AVENUEPO BOX 837PEMBERVILLEOH43450NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$2,500
EDMESTON FREE LIBRARY
PO BOX 167EDMESTONNY133350167NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$5,000
ELBRIDGE FREE LIBRARY
241 EAST MAIN STREETELBRIDGENY13060NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$5,000
ELLISBURG FREE LIBRARY
PO BOX 26ELLISBURGNY13636NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$5,000
EMERGENCY ASSISTANCE FOUNDATION INC
270 PARK AVENEW YORKNY10017NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$12,500
EQUALITY TOLEDO
1301 JEFFERSON AVETOLEDOOH43604NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$25,000
ETHELBERT B CRAWFORD PUBLIC LIBRARY
479 BROADWAYMONTICELLONY12701NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$12,500
FAIR HOUSING OPPORTUNITIE OF NORTHWEST OHIO INC DBA THE FAIR HOUSING CENTE
326 N ERIE STTOLEDOOH43604NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$25,000
FEEDING EMPTY LITTLE TUMMIES INC
901 8TH AVENUE WESTPALMETTOFL34221NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$2,500
FLUVANNA FREE LIBRARY
3532 FLUVANNA AVENUE EXTJAMESTOWNNY14701NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$2,500
FOOD FOR THOUGHT TOLEDO
3350 HILL AVETOLEDOOH43607NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$20,000
FORT HUNTER FREE LIBRARY
167 FORT HUNTER ROADAMSTERDAMNY12010NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$5,000
FORT PLAIN FREE LIBRARY
19 WILLETT STREETFORT PLAINNY13339NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$5,000
FREDERICK DOUGLASS COMMUNITY ASSOCIATION
1001 INDIANA AVENUETOLEDOOH43607NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$3,750
FRIENDSHIP FREE LIBRARY
PO BOX 37FRIENDSHIPNY14739NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$5,000
GEORGE PEABODY LIBRARY
PO BOX 190POST MILLSVT050580190NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$5,000
GEORGE WINFIELD TREAT MEMORIAL LIBRARY
56 MAIN STREETLIVERMORE FALLSME04254NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$5,000
GIRLS ON THE RUN NORTHWEST OHIO
6024 RENAISSANCE PL SUITE ETOLEDOOH43623NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$9,600
GLADYS J CRAIG MEMORIAL LIBRARY
PO BOX 639ASHLANDME047320639NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$5,000
GLOVERSVILLE PUBLIC LIBRARY
58 EAST FULTON STREETGLOVERSVILLENY12078NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$5,000
GRACE COMMUNITY CENTER
406 W DELAWARE AVETOLEDOOH43610NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$25,000
GUILFORD FREE LIBRARY
4024 GUILFORD CENTER RDGUILFORDVT05301NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$5,000
GUILFORD MEMORIAL LIBRARY
4 LIBRARY STGUILFORDME04443NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$5,000
HABITAT FOR HUMANITY OF WOOD COUNTY
326 INDUSTRIAL PKWY SUITE 1BOWLING GREENOH43402NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$25,000
HAMLIN MEMORIAL LIBRARY & MUSEUM
PO BOX 43PARISME042710043NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$5,000
HAMMOND FREE LIBRARY
PO BOX 229HAMMONDNY136460229NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$3,000
HARMONY LIBRARY
PO BOX 419HARMONYRI02829NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$5,000
HAZELTINE PUBLIC LIBRARY
891 BUSTI SUGARGROVE RDJAMESTOWNNY14701NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$5,000
HENDERSON COUNTY PUBLIC LIBRARY - MAIN
PO BOX 2317 301 N WASHINGTON STHENDERSONVILLENC28739NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$25,000
HISTORIC SOUTH INITIATIVE
PO BOX 1008TOLEDOOH43697NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$25,000
HOPE TOLEDO SERVICES
300 MADISON AVE 1400ATOLEDOOH43604NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$55,000
HOSPICE OF NORTHWEST OHIO
30000 EAST RIVER ROADPERRYSBURGOH43551NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$10,000
HOSPITAL COUNCIL OF NORTWEST OHIO
3231 CENTRAL PARK WEST DRIVE SUITETOLEDOOH43617NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$25,000200
HUNTER PUBLIC LIBRARY
PO BOX 76HUNTERNY12442NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$5,000
INCLUSIVE FOR WOMEN INC DBA WOMEN OF TOLEDO
425 JEFFERSON AVE 3RD FLOORTOLEDOOH43604NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$25,000
JUNIOR ACHIEVEMENT OF NORTHWESTERN OHIO
2239 CHEYENNE BLVDTOLEDOOH43614NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$25,000
KEMMERER LIBRARY HARDING TOWNSHIP
PO BOX 283NEW VERNONNJ07976NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$5,000
LITTLETON PUBLIC LIBRARY
92 MAIN STLITTLETONNH03561NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$5,000
LOCAL INITIATIVES SUPPORT CORPORATION
28 LIBERTY ST FLOOR 34NEW YORKNY10005NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$100,000
LUCAS COUNTY LAND REVITALIZATION CORPORATION DBA LUCAS COUNTY LAND BANK
1 GOVERNMENT CENTER SUITE 580TOLEDOOH43604NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$25,000
LUCAS HOUSING SERVICES CORPORATION
424 JACKSON STTOLEDOOH43604NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$25,000
LUTHERAN SOCIAL SERVICES OF NORTHWESTERN OHIO FOUNDATION
2149 COLLINGWOOD BLVDTOLEDOOH43620NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$25,000
MADISON COUNTY PUBLIC LIBRARY - HOT SPRINGS BRANCH
1335 N MAIN STMARSHALLNC28753NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$25,000
MARY WILCOX MEMORIAL LIBRARY
PO BOX 748WHITNEY POINTNY13862NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$5,000
MAUMEE BAY CLUB NANBPWC INC
PO BOX 353033TOLEDOOH43635NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$25,000
MAUMEE VALLEY HABITAT FOR HUMANITY
1310 CONANT STMAUMEEOH43537NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$45,000
MAYHEW LIBRARY
PO BOX 152ADDISONME046060152NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$3,000
MCDOWELL COUNTY PUBLIC LIBRARY
65 E MITCHELL STOLD FORTNC28762NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$25,000
METROPARKS TOLEDO FOUNDATION
5100 W CENTRAL AVENUE SUITE ATOLEDOOH43615NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$25,000
MILBRIDGE PUBLIC LIBRARY
PO BOX 128MILBRIDGEME046580128NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$5,000
MOBILE MEALS OF TOLEDO
2200 JEFFERSON AVETOLEDOOH43604NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$50,000
NATURES NURSERY CENTER FOR WILDLIFE REHABILITATION AND CONSERVATION
PO BOX 2395WHITEHOUSEOH43571NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$2,500
NEW PORTLAND COMMUNITY LIBRARY
899 RIVER ROADNEW PORTLANDME04961NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$5,000
NORRIDGEWOCK PUBLIC LIBRARY
PO BOX 7NORRIDGEWOCKME04957NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$5,000
NORTHWESTERN WATER AND SEWER DISTRICT CO THE SALVATION ARMY
PO BOX 348BOWLING GREENOH43402NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$5,000
NORWAY MEMORIAL LIBRARY
258 MAIN STNORWAYME04268NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$5,000
OGDENSBURG PUBLIC LIBRARY
312 WASHINGTON STREETOGDENSBURGNY13669NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$2,500
OHOOPEE REGIONAL LIBRARY SYSTEM
610 JACKSON STREETVIDALIANC30474NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$5,000
OLEAN PUBLIC LIBRARY
134 N 2ND STREETOLEANNY14760NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$5,000
OPEN DOOR OF DELTA
104 MONROE STDELTAOH43515NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$67,500
OTTAWA COUNTY FAMILY ADVOCACY CENTER INC
570 S MCKINLEY DRPORT CLINTONOH43452NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$18,000
OTTAWA HILLS SCHOOLS FOUNDATION
OHMTA C/O OTTAWA HILLS HIGHOTTAWA HILLSOH43606NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$2,500SCHOOL2532 EVERGREEN ROAD
OUR LADY OF LOURDES CHURCH
6149 HILL AVENUETOLEDOOH43615NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$2,500
PARIS PUBLIC LIBRARY
37 MARKET SQUARESOUTH PARISME04281NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$5,000
PARTNERS IN EDUCATION
709 MADISON AVE 310TOLEDOOH43604NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$25,000
PEABODY MEMORIAL LIBRARY
PO BOX 210JONESPORTME04649NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$5,000
PHILMONT PUBLIC LIBRARY
PO BOX 816PHILMONTNY12565NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$5,000
PHOENICIA LIBRARY
PO BOX 555PHOENICIANY12464NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$5,000
PITTSFIELD PUBLIC LIBRARY
110 LIBRARY STREETPITTSFIELDME04967NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$5,000
POLK COUNTY LIBRARY
PO BOX 274 44 W MAIN STSALUDANC28773NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$25,000
RICHVILLE FREE LIBRARY
PO BOX 55RICHVILLENY136810055NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$2,500
ROUSES POINT DODGE MEMORIAL LIBRARY
144 LAKE STREETROUSES POINTNY12979NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$5,000
ROXBURY FREE LIBRARY
1491 ROXBURY RDROXBURYVT05669NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$5,000
RUTHERFORD COUNTY LIBRARY SYSTEM
255 CALLAHAN KOON ROADSPINDALENC28160NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$5,000
SALAMANCA PUBLIC LIBRARY
155 WILDWOOD AVESALAMANCANY14779NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$7,000
SATILLA REGIONAL LIBRARY SYSTEM
200 S MADISON AVEDOUGLASNC31533NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$5,000
SCIO MEMORIAL LIBRARY
PO BOX 77SCIONY148800077NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$5,000
SENECA NATION LIBRARY
830 BROAD STREET EXTENSIONSALAMANCANY14779NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$5,000
SIDNEY MEMORIAL PUBLIC LIBRARY
8 RIVER STREETSIDNEYNY13838NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$5,000
SMITH MEMORIAL LIBRARY
21 MILLER AVENUECHAUTAUQUANY14722NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$5,000
SO ALL MAY EAT INC
325 N MICHIGAN STTOLEDOOH43604NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$25,000
ST PAULS COMMUNITY CENTER
230 13TH STTOLEDOOH43604NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$40,000
ST JOHNS JESUIT HIGH SCHOOL & ACADEMY
5901 AIRPORT HWYTOLEDOOH43615NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$25,000
ST MARK'S LUTHERAN CHURCH
611 WOODVILLE RDTOLEDOOH43605NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$25,000
STRATFORD PUBLIC LIBRARY
PO BOX 313NORTH STRATFORDNH03590NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$5,000
SWANTON ELEMENTARY SCHOOL
108 N MAIN STREETSWANTONOH43558NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$5,000
THE FIRST TEE OF LAKE ERIE
4700 HILL AVENUETOLEDOOH43615NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$2,500
THE FOUNDATION OF THE ISLAMIC CENTER OF GREATER TOLEDO INC
25877 SCHEIDER RDPERRYSBURGOH43551NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$25,000
THE JUNCTION COALITION
419 JUNCTION AVETOLEDOOH43607NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$25,000
THE SALVATION ARMY
620 N ERIE STTOLEDOOH43604NONEPUBLICTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$10,000
THE TOWN OF DANFORTH LIBRARY
46 CENTRAL STREETDANFORTHME04424NONETO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$5,000
THE UNIVERSITY OF TOLEDO FOUNDATION
4510 DORR ST MS 820TOLEDOOH43615NONETO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$25,000
THOMAS M WERNERT CENTER
208 W WOODRUFF AVETOLEDOOH43604NONETO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$5,000
TOLEDO ALLIANCE FOR THE PERFORMING ARTS
1838 PARKWOOD AVE UNIT 310TOLEDOOH43604NONETO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$25,000
TOLEDO COMMUNITY SERVICE CENTER DBA FAMILY HOUSE
669 INDIANA AVETOLEDOOH43504NONETO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$25,000
TOLEDO DAY NURSERY
2211 JEFFERSON AVETOLEDOOH43604NONETO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$25,000
TOLEDO GROWS INC
900 ONEIDA STTOLEDOOH43608NONETO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$20,000
TOLEDO LUCAS COUNTY HOMELESS BOARD
1220 MADISON AVETOLEDOOH43604NONETO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$25,000
TOLEDO MOUNTAIN MENTORS
3613 MONROE STTOLEDOOH43606NONETO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$5,000
TOLEDO MUSEUM OF ART
PO BOX 1013TOLEDOOH43697NONETO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$25,000
TOLEDO PUBLIC SCHOOLS FOUNDATION
1609 N SUMMIT STTOLEDOOH43604NONETO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$40,000
TOLEDO TOMORROW
425 JEFFERSON AVENUE SUITE 700TOLEDOOH43604NONETO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$25,000
TOLEDO ZOOLOGICAL SOCIETY FOUNDATION
PO BOX 140130TOLEDOOH43614NONETO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$25,000
TRANSYLVANIA COUNTY LIBRARY FOUNDATION
212 S GASTON STBREVARDNC28712NONETO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$5,000
TUTORSMART GREATER TOLEDO
PO BOX 141272TOLEDOOH43614NONETO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$25,000
UNITED WAY OF HANCOCK COUNTY
318 W MAIN CROSS ST SUITE 700FINDLAYOH45840NONETO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$15,000
URBAN WHOLISTICS
1209 CITY PARK AVETOLEDOOH43604NONETO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$25,000
VETERANS MEMORIAL LIBRARY
PO BOX 695PATTENME047650695NONETO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$5,000
WADSWORTH LIBRARY
24 CENTER STREETGENESEONY14454NONETO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$5,000
WALDO PEIRCE READING ROOM & LIBRARY
PO BOX 177FRANKFORTME044380177NONETO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$5,000
WAYLAND FREE LIBRARY
101 W NAPLES STREETWAYLANDNY14572NONETO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$5,000
WESTERN AVENUE MINISTRIES DBA MOSAIC MINISTRIES OF SOUTH TOLEDO
1842 BROADWAY STTOLEDOOH43609NONETO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$10,000
WHITNEYVILLE LIBRARY AND WHATNOT ASSOCIATION INC
6 CROSS STREETWHITNEYVILLEME04654NONETO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$5,000
WILLIAM B OGDEN FREE LIBRARY
42 GARDINER PLACEWALTONNY13856NONETO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$10,000
YOUNG MEN'S CHRISTIAN ASSOCIATION OF GREATER TOLEDO DBA YMCA OF GREATER TOL
6465 W SYLVANIA AVESYLVANIAOH43560NONETO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,113,600TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$334,485ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$787,474ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$6,436ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescRETURNED GRANTDesc
Exclusion01ExclusionCd
Exclusion$3,000ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,118,523ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,118,523TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1JOHN H ELDRED JR CHARITABLE TRUSTBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 820AddressLine1Txt
CityHOLLANDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43528ZIPCd
FieldValueIRS element (for citing)
Total Contributions$23,756,354TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$24,972Amt
Net Investment Income$6,243NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$18,729DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp

FieldValueIRS element (for citing)
PropertyWORK COMPUTERPropertyDesc
Acquired2024-05-14AcquiredDt
Cost Or Other Basis$2,973CostOrOtherBasisAmt
Computation Method200DBComputationMethodTxt
Life5.000000000000LifeRt
Current Year Expense$2,022CurrentYearExpenseAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondFIXED INCOME BONDSBondNm
EOY Book Value$11,452,937EOYBookValueAmt
EOYFMV$11,452,937EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CHARLES SCHWAB STOCKS$27,568,633$27,568,633
CORPORATE BONDS$101,813$101,813

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$1,493,865USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$1,493,865USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemREITSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$500,665BookValueAmt
EOYFMV$500,665EOYFMVAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

FieldValueIRS element (for citing)
Category Or ItemWORK COMPUTERCategoryOrItemTxt
Cost Or Other Basis$2,973CostOrOtherBasisAmt
Accumulated Depreciation$2,022AccumulatedDepreciationAmt
Book Value$951BookValueAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$9,225LegalFeesAmt
Net Investment Income$2,306NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$6,919DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
POSTAGE$992$248$0$744
OFFICE SUPPLIES$103$26$0$77
COMPUTER AND INTERNET EXPENSE$23,625$5,906$0$17,719
MEALS & ENTERTAINMENT$1,423$356$0$1,067
DUES AND SUBSCRIPTIONS$5,830$1,458$0$4,373
INSURANCE$3,897$974$0$2,923
BUSINESS EXPENSES$387$97$0$290
BANK FEES$387$97$0$290
PAYROLL EXPENSE$102$26$0$77
PAYROLL PROCESSING FEES$3,509$877$0$2,632
PROGRAM EDUCATION EXPENSE$10,235$0$0$10,235

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescRETURNED GRANTDesc
Revenue And Expenses Per Books$3,000RevenueAndExpensesPerBooksAmt
Adjusted Net Income$3,000AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINDesc
Amt$992,680Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryOTHER PROFESSIONAL FEESCategoryTxt
Amt$206,111Amt
Net Investment Income$146,054NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$60,056DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (5 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL TAXES$25,647$0$0$0
REGISTRATION FEES$200$0$0$200
FOREIGN TAXES$122$122$0$0
PAYROLL TAX$9,577$2,394$0$7,183
WORKERS COMP$191$48$0$143