KERSCHER FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- KERSCHER FAMILY FOUNDATION (EIN 47-3923436)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-13
- IRS object ID
- 202231339349101793
- Schema version
- 2021v4.2
- 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 Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-13T11:05:33-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341912961 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHEN & COMPANY LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | OFFICES LISTED AT | AddressLine1Txt |
| City | WWWCOHENCPACOM | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44115 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | 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 | 2022-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KELLEY | PersonFirstNm |
| Person Last | ENGLE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT J SWAIN | PreparerPersonNm |
| PTIN | P00446317 | PTIN |
| Phone | 8002291099 | PhoneNum |
| Preparation | 2022-05-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,332,029 | 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 | $110,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $24,431 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,431 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $23,263 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $306,484 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $25,941 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $157,694 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $50,372 | 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 | $1,231 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $482 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $200 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,286 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,286 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,817 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,768 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $150,234 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $150,234 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $155,051 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,768 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $150,734 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,643 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $46,604 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $90,792 | CashBOYAmt |
| Cash EOY | $53,318 | CashEOYAmt |
| Cash EOYFMV | $53,318 | CashEOYFMVAmt |
| Other Investments BOY | $986,713 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,026,224 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,278,711 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,077,505 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,079,542 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,332,029 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,077,505 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,079,542 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,077,505 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,079,542 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,077,505 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,079,542 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,077,505 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,643 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,080,148 | SubtotalAmt |
| Other Decreases | $606 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,079,542 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| CHARLES SCHWAB- AVAILABLE UPON REQUSET | P | $12,768 | $10,926 | $1,842 | $1,842 |
| CHARLES SCHWAB- AVAILABLE UPON REQUSET | P | $224,437 | $218,066 | $6,371 | $6,371 |
| CHARLES SCHWAB- AVAILABLE UPON REQUSET | D | $59,002 | $51,551 | $7,451 | $7,451 |
| CAPITAL GAINS DIVIDENDS | P | $10,277 | $10,277 | $10,277 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $25,941 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $648 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $648 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $648 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $11 | EsPenaltyAmt |
| Tax Due | $659 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | 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 | $1,225,714 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $65,174 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,290,888 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,290,888 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,363 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,271,525 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $63,576 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $63,576 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $648 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $648 | TotalTaxAmt |
| Distributable Before Adj | $62,928 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $62,928 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $62,928 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $150,734 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $150,734 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $62,928 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $1,555,541 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $64,109 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $139,384 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $127,878 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,886,912 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $150,734 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $62,928 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $87,806 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,974,718 | 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 | $1,974,718 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,555,541 | ExcessFromYear4Amt |
| Excess From Year3 | $64,109 | ExcessFromYear3Amt |
| Excess From Year2 | $139,384 | ExcessFromYear2Amt |
| Excess From Year1 | $127,878 | ExcessFromYear1Amt |
| Excess From Current Year | $87,806 | 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 (13 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. | $30,000 |
| LET THEM LIVE | |||||||
| 5220 NEW HAVEN AVENUE | FORT WAYNE | IN | 46803 | UNRELATED | PC | GENERAL OPERATING FUNDS FOR EXEMPT PURPOSE | $15,000 |
| OHIO NORTHERN UNIVERSITY | |||||||
| 525 SOUTH MAIN STREET | ADA | OH | 45810 | UNRELATED | PC | GENERAL OPERATING FUNDS FOR EXEMPT PURPOSE | $50,234 |
| STOW GOAL CLUB | |||||||
| 4350 ALLEN ROAD | STOW | OH | 44224 | 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 | $5,000 |
| VILLA ANGELA-ST JOSEPH HIGH SCHOOL | |||||||
| 18491 LAKE SHORE BLVD | CLEVELAND | OH | 44119 | UNRELATED | PC | GENERAL OPERATING FUNDS FOR EXEMPT PURPOSE | $7,500 |
| MOTHER HUBBARD'S CUPBOARD | |||||||
| 1100 W ALLEN ST | BLOOMINGTON | IL | 47403 | UNRELATED | PC | GENERAL OPERATING FUNDS FOR EXEMPT PURPOSE | $1,000 |
| RAYL CHARITABLE ORGANIZATION | |||||||
| PO BOX 635 | GREEN | OH | 44232 | UNRELATED | PC | GENERAL OPERATING FUNDS FOR EXEMPT PURPOSE | $3,500 |
| BLUFFTON SELF HELP | |||||||
| 39 SHERIDAN PARK CIRCLE | BLUFFTON | SC | 29910 | UNRELATED | PC | GENERAL OPERATING FUNDS FOR EXEMPT PURPOSE | $1,000 |
| DROP IN THE BUCKET | |||||||
| PO BOX 3697 | LOS ANGELES | CA | 90078 | UNRELATED | PC | GENERAL OPERATING FUNDS FOR EXEMPT PURPOSE | $6,000 |
| OPERATION UNDERGROUND RAILROAD | |||||||
| PO BOX 57338 | SALT LAKE CITY | UT | 84157 | UNRELATED | PC | GENERAL OPERATING FUNDS FOR EXEMPT PURPOSE | $8,000 |
| NEOPAT | |||||||
| 169 KENSINGTON OVAL | ROCKY RIVER | OH | 44116 | UNRELATED | PC | GENERAL OPERATING FUNDS FOR EXEMPT PURPOSE | $3,000 |
| THE CELIAC AND ALLERGY FRIENDLY FOOD INITIATIVE | |||||||
| 1166 TALLMADGE ROAD | CUYAHOGA FALLS | OH | 44221 | UNRELATED | PC | GENERAL OPERATING FUNDS FOR EXEMPT PURPOSE | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $150,234 | 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 | $24,431 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $23,263 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $47,694 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $47,694 | 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 (4 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 | $20,000 | Yes (X) |
| LAURIE AND JEFFREY ZAPP | ||||||
| 2 | 13 TRAYMORE PLACE | BLUFFTON | SC | 29910 | $20,000 | Yes (X) |
| STEVEN AND JESSICA KERSCHER | ||||||
| 3 | 112 WHITE VIOLET WAY | SUNSET | SC | 29685 | $20,000 | Yes (X) |
| BARBARA KERSCHER | ||||||
| 4 | 3215 W GULF DR APT NO 302B | SANIBEL | FL | 33957 | $50,000 | 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 | $1,026,224 | BookValueAmt |
| EOYFMV | $1,278,711 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $606 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT MANAGEMENT FEES | Desc |
| Revenue And Expenses Per Books | $3,286 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3,286 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $482 | $482 | $0 |
| STATE TAXES - OHIO | $200 | $0 | $200 |
| FEDERAL TAXES | $549 | $0 | $0 |