KERSCHER FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- KERSCHER FAMILY FOUNDATION (EIN 47-3923436)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-21
- IRS object ID
- 202541419349100214
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-21T10:06:31-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331756852 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHEN & CO ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | OFFICES LISTED AT | AddressLine1Txt |
| City | WWWCOHENCOCOM | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44115 | 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 | 473923436 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KERSCHER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KERS | BusinessNameControlTxt |
| Phone | 3306550228 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4954 BAYSIDE LAKE | AddressLine1Txt |
| City | STOW | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44224 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KELLEY ENGLE | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3306550228 | PhoneNum |
| Signature | 2025-05-15 | 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 | SCOTT J SWAIN | PreparerPersonNm |
| PTIN | P00446317 | PTIN |
| Phone | 8002291099 | PhoneNum |
| Preparation | 2025-05-15 | PreparationDt |
| 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 | $1,541,386 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $26,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $46,603 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $46,603 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $17,064 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $577,413 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $17,064 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $89,667 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $63,667 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $300 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $300 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,849 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $930 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $200 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,149 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $930 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $100,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $100,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $102,149 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $930 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $100,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$12,482 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $62,737 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $125 | CashBOYAmt |
| Cash EOY | $42,503 | CashEOYAmt |
| Cash EOYFMV | $42,503 | CashEOYFMVAmt |
| Other Investments BOY | $1,183,142 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,189,428 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,498,883 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,183,267 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,231,931 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,541,386 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,183,267 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,231,931 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,183,267 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,231,931 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,183,267 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,231,931 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,183,267 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$12,482 | ExcessRevenueOverExpensesAmt |
| Other Increases | $61,146 | OtherIncreasesAmt |
| Subtotal | $1,231,931 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,231,931 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| CHARLES SCHWAB- AVAILABLE UPON REQUEST | P | $124,995 | $127,571 | -$2,576 | -$2,576 |
| CHARLES SCHWAB- AVAILABLE UPON REQUEST | P | $438,777 | $432,778 | $5,999 | $5,999 |
| CAPITAL GAINS DIVIDENDS | P | $13,641 | $13,641 | $13,641 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $17,064 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $872 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $872 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $872 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $600 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,200 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,800 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $928 | OverpaymentAmt |
| Applied To ES Tax | $928 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 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 | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | KELLEY ENGLE | IndividualWithBooksNm |
| Phone | 3303287258 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6172 BURR OAK WAY | AddressLine1Txt |
| City | HUDSON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44236 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| BARBARA F KERSCHER | ||||||||
| 6172 BURR OAK WAY | HUDSON | OH | 44236 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| KELLEY ENGLE | ||||||||
| 6172 BURR OAK WAY | HUDSON | OH | 44236 | TREASURER | 1.00 | $300 | $0 | $0 |
| LAURIE ZAPP | ||||||||
| 6172 BURR OAK WAY | HUDSON | OH | 44236 | SECRETARY | 1.00 | $0 | $0 | $0 |
| STEVEN KERSCHER | ||||||||
| 6172 BURR OAK WAY | HUDSON | OH | 44236 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,505,080 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $16,173 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,521,253 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,521,253 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $22,819 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,498,434 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $74,922 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $74,922 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $872 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $872 | TotalTaxAmt |
| Distributable Before Adj | $74,050 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $74,050 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $74,050 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $100,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $100,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $74,050 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $139,384 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $127,878 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $87,806 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $26,527 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $28,987 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $410,582 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $100,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $74,050 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $26,450 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $437,032 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $139,384 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $297,648 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $127,878 | ExcessFromYear4Amt |
| Excess From Year3 | $87,806 | ExcessFromYear3Amt |
| Excess From Year2 | $26,527 | ExcessFromYear2Amt |
| Excess From Year1 | $28,987 | ExcessFromYear1Amt |
| Excess From Current Year | $26,450 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BARBARA F KERSCHER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CLEVELAND CLINIC FOUNDATION | |||||||
| PO BOX 931517 | CLEVELAND | OH | 441931655 | UNRELATED | PC | GRANT FOR PROSTATE CANCER RESEARCH, INDIVIDUAL DOCTORS, STEP FUND, AND THE COWAN FAMILY LIVER FUND. | $5,000 |
| LET THEM LIVE | |||||||
| 5220 NEW HAVEN AVENUE | FORT WAYNE | IN | 46803 | UNRELATED | PC | GENERAL OPERATING FUNDS FOR EXEMPT PURPOSES | $18,000 |
| PIONEER BIBLE TRANSLATORS | |||||||
| 7255 WEST CAMP WISDOM ROAD | DALLAS | TX | 75236 | UNRELATED | PC | GENERAL OPERATING FUNDS FOR EXEMPT PURPOSE | $2,500 |
| THE CELIAC AND ALLERGY FRIENDLY FOOD INITIATIVE | |||||||
| 1166 TALLMADGE ROAD | CUYAHOGA FALLS | OH | 44221 | UNRELATED | PC | GENERAL OPERATING FUNDS FOR EXEMPT PURPOSE | $10,000 |
| TRANS WORLD RADIO | |||||||
| PO BOX 8700 | CARY | NC | 27512 | UNRELATED | PC | GENERAL OPERATING FUNDS FOR EXEMPT PURPOSES | $2,500 |
| VILLA ANGELA-ST JOSEPH HIGH SCHOOL | |||||||
| 18491 LAKE SHORE BLVD | CLEVELAND | OH | 44119 | UNRELATED | PC | GENERAL OPERATING FUNDS FOR EXEMPT PURPOSE | $10,000 |
| CLEVELAND CLINIC PHILANTHROPY | |||||||
| PO BOX 931517 | CLEVELAND | OH | 44193 | UNRELATED | PC | GENERAL OPERATING FUNDS FOR EXEMPT PURPOSE | $10,000 |
| SANIBEL SEA SCHOOL | |||||||
| PO BOX 839 | SANIBEL | FL | 33957 | UNRELATED | PC | GENERAL OPERATING FUNDS FOR EXEMPT PURPOSE | $10,000 |
| CHARM- CHILDREN ARE MAGICAL | |||||||
| 625 BAKERS BRIDGE AVE SUITE 105 | FRANKLIN | TN | 37067 | UNRELATED | PC | GENERAL OPERATING FUNDS FOR EXEMPT PURPOSE | $5,000 |
| OPEN M | |||||||
| 941 PRINCETON ST | AKRON | OH | 44311 | UNRELATED | PC | GENERAL OPERATING FUNDS FOR EXEMPT PURPOSE | $5,000 |
| CHRIST COMMUNITY CHAPEL | |||||||
| 750 W STREETSBORO ST | HUDSON | OH | 44236 | UNRELATED | PC | GENERAL OPERATING FUNDS FOR EXEMPT PURPOSE | $5,000 |
| THE EDGE SPORTS & ARTS ACADEMY | |||||||
| 9550 RAVENNA RD | TWINSBURG | OH | 44087 | UNRELATED | PC | GENERAL OPERATING FUNDS FOR EXEMPT PURPOSE | $7,000 |
| CRU | |||||||
| PO BOX 628222 | ORLANDO | FL | 32862 | UNRELATED | PC | GENERAL OPERATING FUNDS FOR EXEMPT PURPOSE | $5,000 |
| YWAM TYLER | |||||||
| PO BOX 3000 | GARDEN VALLEY | TX | 757713000 | UNRELATED | PC | GENERAL OPERATING FUNDS FOR EXEMPT PURPOSE | $2,500 |
| ISAIAH 117 HOUSE | |||||||
| PO BOX 842 | ELIZABETHTON | TN | 37644 | UNRELATED | PC | GENERAL OPERATING FUNDS FOR EXEMPT PURPOSE | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $100,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $46,603 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $17,064 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $63,667 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $63,667 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| KELLEY AND JAMES ENGLE | ||||||
| 1 | 4954 BAYSIDE LAKE | STOW | OH | 44224 | $14,000 | Yes (X) |
| LAURIE AND JEFFREY ZAPP | ||||||
| 2 | 13 TRAYMORE PLACE | BLUFFTON | SC | 29910 | $12,000 | Yes (X) |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | EQUITY & FIXED INCOME MUTUAL FUND & EXCHANGE TRADED FUND INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,189,428 | BookValueAmt |
| EOYFMV | $1,498,883 | EOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONTAXABLE ADJUSTMENT TO INVESTMENT COST BASIS | Desc |
| Amt | $61,146 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE OF OHIO REGISTRATION FEE | $200 | $0 | $200 |
| FEDERAL TAXES | $719 | $0 | $0 |
| FOREIGN TAXES PAID | $930 | $930 | $0 |