THE TIM AND JONI WOOFTER FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE TIM AND JONI WOOFTER FAMILY FOUNDATION (EIN 34-1892080)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-06-20
- IRS object ID
- 202501719349100600
- 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
- Schedule B
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-06-20T07:18:53-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341667340 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PACKER THOMAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6601 WESTFORD PLACE SUITE 101 | AddressLine1Txt |
| City | CANFIELD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44406 | 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 | 341892080 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE TIM AND JONI WOOFTER FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TIMA | BusinessNameControlTxt |
| Phone | 8008265243 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8845 STATE ROAD NE | AddressLine1Txt |
| City | KINSMAN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44428 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIMOTHY WOOFTER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8008265243 | PhoneNum |
| Signature | 2025-06-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM VENNETTI CPA | PreparerPersonNm |
| PTIN | P00764861 | PTIN |
| Phone | 3305339777 | PhoneNum |
| Preparation | 2025-06-09 | 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 | $1,289,779 | 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 | $220,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $51,572 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $51,572 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $21,860 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $148,063 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $21,860 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $293,432 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $73,432 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,587 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $200 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $200 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,787 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $200 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $66,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $66,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $69,787 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $66,200 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $223,645 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $73,432 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,505 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,988 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,988 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $264,794 | CorporateStockBOYAmt |
| Corporate Stock EOY | $238,791 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $238,634 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $311,991 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $487,356 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $479,455 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $389,128 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $458,928 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $562,702 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $970,418 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,194,063 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,289,779 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $970,418 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,194,063 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $970,418 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,194,063 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $970,418 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,194,063 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $970,418 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $223,645 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,194,063 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,194,063 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | 2024-01-01 | 2024-12-31 | $125,218 | $126,203 | -$985 | -$985 |
| CAPITAL GAINS DIVIDENDS | P | $22,845 | $22,845 | $22,845 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $21,860 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,021 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,021 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,021 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,200 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $81 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,281 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $260 | OverpaymentAmt |
| Applied To ES Tax | $260 | 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 | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | TIMOTHY WOOFTER | IndividualWithBooksNm |
| Phone | 8008265243 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8845 STATE ROAD | AddressLine1Txt |
| City | KINSMAN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44428 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| TIMOTHY WOOFTER | ||||||||
| 8845 STATE ROAD | KINSMAN | OH | 44428 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| JONI WOOFTER | ||||||||
| 8845 STATE ROAD | KINSMAN | OH | 44428 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| EDWARD L TING | ||||||||
| 521 SYCAMORE TRAIL | CORTLAND | OH | 44410 | TRUSTEE | 0.00 | $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 | $1,210,811 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $11,871 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,222,682 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,222,682 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,340 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,204,342 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $60,217 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $60,217 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,021 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,021 | TotalTaxAmt |
| Distributable Before Adj | $59,196 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $59,196 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $59,196 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $66,200 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $66,200 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $59,196 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,156 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $66,200 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,156 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $59,196 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,848 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,848 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,848 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $5,848 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN BATTLEFIELD TRUST | |||||||
| 1156 15TH ST NW STE 900 | WASHINGTON | DC | 20005 | NONE | PC | GENERAL SUPPORT | $5,000 |
| ANIMAL WELFARE LEAGUE | |||||||
| 545 BRUNSTETTER RD SW | WARREN | OH | 44481 | NONE | PC | GENERAL SUPPORT | $4,000 |
| BOYS & GIRLS CLUB OF YOUNGSTOWN | |||||||
| 2105 OAK HILL AVENUE | YOUNGSTOWN | OH | 44507 | NONE | PC | GENERAL SUPPORT | $1,000 |
| BOYS TOWN | |||||||
| 14100 CRAWFORD ST | BOYS TOWN | NE | 68010 | NONE | PC | GENERAL SUPPORT | $1,000 |
| CHILDREN'S REHABILITATION CENTER | |||||||
| 885 HOWLAND WILSON ROAD | WARREN | OH | 44484 | NONE | PC | GENERAL SUPPORT | $7,000 |
| COMMUNITY FOUNDATION | |||||||
| 7 WEST STATE STREET STE 301 | SHARON | PA | 16146 | NONE | PC | GENERAL SUPPORT | $10,000 |
| CORTLAND AREA CARES | |||||||
| 1000 FOWLER ST | CORTLAND | OH | 44410 | NONE | PC | GENERAL SUPPORT | $1,000 |
| GETTYSBURG FOUNDATION | |||||||
| 1195 BALTIMORE PIKE | GETTYSBURG | PA | 17325 | NONE | PC | GENERAL SUPPORT | $5,000 |
| HARTFORD COMMUNITY CHURCH | |||||||
| 3334 OH7 | HARTFORD | OH | 44424 | NONE | PC | GENERAL SUPPORT | $2,000 |
| HARTFORD METHODIST CHURCH | |||||||
| PO BOX 36 | HARTFORD | OH | 44424 | NONE | PC | GENERAL SUPPORT | $1,000 |
| HARTFORD TOWNSHIP | |||||||
| PO BOX 70 | HARTFORD | OH | 44424 | NONE | PC | GENERAL SUPPORT | $1,000 |
| KINSMAN PUBLIC LIBRARY | |||||||
| 6420 CHURCH STREET | KINSMAN | OH | 44428 | NONE | PC | GENERAL SUPPORT | $4,000 |
| NESFACE | |||||||
| PO BOX 474 | KINSMAN | OH | 44428 | NONE | PC | GENERAL SUPPORT | $6,000 |
| NTCCF | |||||||
| 210 HIGH STREET | WARREN | OH | 44484 | NONE | PC | GENERAL SUPPORT | $3,000 |
| OHIO NORTHERN UNIVERSITY | |||||||
| 525 S MAIN ST | ADA | OH | 45810 | NONE | PC | SCHOLARSHIP | $2,000 |
| SMILE TRAIN | |||||||
| P O BOX 96246 | WASHINGTON | DC | 20090 | NONE | PC | GENERAL SUPPORT | $5,000 |
| SOMEPLACE SAFE | |||||||
| 1540 TOD AVENUE NW | WARREN | OH | 44485 | NONE | PC | GENERAL SUPPORT | $1,000 |
| ST JUDE CHILDRENS | |||||||
| 600 WATERFRONT DR 210 | PITTSBURGH | PA | 15222 | NONE | PC | GENERAL SUPPORT | $1,000 |
| TOYS FOR TOTS | |||||||
| 1616 MALL RUN RD | UNIONTOWN | PA | 15401 | NONE | PC | GENERAL SUPPORT | $1,000 |
| TRAP NEUTER RETURN RIVERSIDE | |||||||
| 2428 ELM RD NE | WARREN | OH | 44483 | NONE | PC | GENERAL SUPPORT | $1,000 |
| TRUMBULL MOBILE MEALS | |||||||
| 323 E MARKET STREET | WARREN | OH | 44481 | NONE | PC | GENERAL SUPPORT | $2,000 |
| WARREN FAMILY MISSION | |||||||
| P O BOX 311 | WARREN | OH | 44482 | NONE | PC | GENERAL SUPPORT | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $66,000 | 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 | $51,572 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $21,860 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $73,432 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $73,432 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | TIM AND JONI WOOFTER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8845 STATE RD NE | AddressLine1Txt |
| City | KINSMAN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44428 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $220,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (15 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 38,000 FEDERAL NATIONAL MORTGAGE ASSOC | $14,496 | $10,967 |
| 90,000 SHS FEDL HOME LOAN MTG CORP | $10,818 | $8,022 |
| 50,000 GNMA 5% 4/20/47 | $37,130 | $37,363 |
| 25,000 FNMA 3% 10/25/47 | $983 | $790 |
| 150,000 GNMA 5% 7/20/51 | $77,633 | $78,233 |
| 50,000 GNMA 5% 2/20/53 | $4,794 | $4,776 |
| 50,000 GNMA 5% 1/20/54 | $48,612 | $48,592 |
| 25,000 GNMA 4.5% 1/20/54 | $24,202 | $23,212 |
| 60,000 GNMA 5% 2/20/54 | $57,929 | $57,384 |
| 90,000 FNMA 5.5% 3/25/24 | $32,504 | $32,230 |
| 25,000 GNMA 5.5% 4/20/54 | $23,732 | $23,626 |
| 25,000 GNMA 5% 5/20/54 | $21,716 | $21,579 |
| 35,000 GNMA 5% 7/20/54 | $34,670 | $34,514 |
| 50,000 GNMA 4.5% 10/20/54 | $48,257 | $48,261 |
| 50,000 GNMA 5% 12/20/54 | $49,880 | $49,906 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1,000 SHS ANNALY CAPITAL MGMT | $24,057 | $25,730 |
| 775 SHS CUSTOMERS BANCORP INC | $20,098 | $19,662 |
| 1,000 SHS TWO HARBORS | $25,165 | $23,070 |
| 1,000 SHS KEMPER CORP | $24,955 | $23,310 |
| 1,000 SHS MIDLAND STATES BANCORP | $25,855 | $25,600 |
| 1,000 SHS RITHM CAPITAL CORP | $23,985 | $24,620 |
| 1,450 SHS ATHENE HOLDING | $25,089 | $26,665 |
| 1,000 SHS HUNTINGTON BANCSHARES | $24,765 | $25,415 |
| 800 SHS JACKSON FINL | $19,845 | $20,928 |
| 1,300 SHS AFFILIATED MANAGERS GROUP INC | $24,977 | $23,634 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 857.17 SHS GROWTH FUND OF AMERICA | AT COST | $38,423 | $63,825 |
| 796.72 SHS NEW ECONOMY | AT COST | $29,359 | $48,704 |
| 804.18 SHS NEW PERSPECTIVE | AT COST | $29,672 | $49,948 |
| 583.71 SHS SMALLCAP WORLD | AT COST | $21,208 | $39,336 |
| 167.31 SHS EUROPACIFIC GROWTH | AT COST | $7,268 | $8,988 |
| 3,318.24 SHS AMERICAN BALANCED | AT COST | $105,528 | $113,948 |
| 1,228.82 SHS AMERICAN MUTUAL | AT COST | $62,943 | $67,806 |
| 4,424.02 SHS INCOME FUND OF AMERICA | AT COST | $102,415 | $108,035 |
| 62,111.92 SHS INVESCO TREASURY | AT COST | $62,112 | $62,112 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE OF OHIO FILING FEE | Desc |
| Revenue And Expenses Per Books | $200 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $200 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL EXCISE TAX PAYMENT FOR 2023 | $2,387 | $0 | $0 | $0 |
| ESTIMATED TAX PAYMENT | $1,200 | $0 | $0 | $0 |