WELTY FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- WELTY FAMILY FOUNDATION (EIN 34-1908053)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-06-02
- IRS object ID
- 202241539349100909
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-06-02T14:23:18-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341523030 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOBER MARKEY FEDOROVICH & COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3421 RIDGEWOOD ROAD SUITE 300 | AddressLine1Txt |
| City | AKRON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44333 | 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 | 341908053 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WELTY FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WELT | BusinessNameControlTxt |
| Phone | 3305355711 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 276 LAKE POINTE DRIVE | AddressLine1Txt |
| City | AKRON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44333 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JERRY WELTY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3305355711 | PhoneNum |
| Signature | 2022-05-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JERRY | PersonFirstNm |
| Person Last | WELTY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD C FEDOROVICH | PreparerPersonNm |
| PTIN | P00403148 | PTIN |
| Phone | 3307629785 | PhoneNum |
| Preparation | 2022-05-17 | 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 | $9,846,394 | 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 | $57,250 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $23 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $23 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $167,970 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $167,970 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $823,671 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,557,250 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $823,671 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,048,914 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $991,664 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,750 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,976 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $600 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $47,602 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $41,645 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,607 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $55,078 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $44,995 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,357 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $448,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $448,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $503,078 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $44,995 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $455,357 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $545,836 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $946,669 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $67,343 | CashBOYAmt |
| Cash EOY | $148,637 | CashEOYAmt |
| Cash EOYFMV | $148,637 | CashEOYFMVAmt |
| Corporate Stock BOY | $8,873,359 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,697,757 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,697,757 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $8,940,702 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,846,394 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,846,394 | 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 | $8,940,702 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,846,394 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,940,702 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,846,394 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,940,702 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,846,394 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,940,702 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $545,836 | ExcessRevenueOverExpensesAmt |
| Other Increases | $359,856 | OtherIncreasesAmt |
| Subtotal | $9,846,394 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,846,394 | 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 | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $2,358,882 | $1,676,679 | $682,203 | $682,203 | ||
| AEROJET ROCKETDYNE HLDG INC | D | $56,465 | $56,900 | -$435 | -$435 | 2021-05-21 | 2021-07-09 |
| CAPITAL GAINS DIVIDENDS | P | $141,903 | $141,903 | $141,903 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $823,671 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,159 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,159 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13,159 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,080 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $17,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $20,080 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,921 | OverpaymentAmt |
| Applied To ES Tax | $6,921 | 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 |
| 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 | BRENDA J MOUBRAY - HUNTINGTON | IndividualWithBooksNm |
| Phone | 3303847301 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 106 S MAIN ST 5TH FLOOR -TOW 23 | AddressLine1Txt |
| City | AKRON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44308 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JERRY H WELTY | ||||||||
| 276 LAKE POINTE DR | AKRON | OH | 44333 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| EMILY C WELTY | ||||||||
| 3546 THISTLE COURT | RICHFIELD | OH | 44286 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| RICHARD C FEDOROVICH | ||||||||
| 3421 RIDGEWOOD ROAD | AKRON | OH | 44333 | TREASURER | 0.00 | $0 | $0 | $0 |
| RONALD S KOPP | ||||||||
| 2444 LANCASTER RD | AKRON | OH | 44313 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| MONICA WELTY BROWN | ||||||||
| 164 MOUNTAIN VIEW DR APT B | HOMER | AK | 99603 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| CHAD C WELTY | ||||||||
| 1689 TANGLEWOOD DR | AKRON | OH | 44313 | 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 | $9,401,431 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $269,335 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,670,766 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,670,766 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $145,061 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,525,705 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $476,285 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $476,285 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,159 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,159 | TotalTaxAmt |
| Distributable Before Adj | $463,126 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $463,126 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $463,126 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $455,357 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $455,357 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $463,126 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $67,649 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $24,707 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $64,162 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $58,377 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $38,562 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $253,457 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $455,357 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $455,357 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $7,769 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $7,769 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $245,688 | 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 | $59,880 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $185,808 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $24,707 | ExcessFromYear4Amt |
| Excess From Year3 | $64,162 | ExcessFromYear3Amt |
| Excess From Year2 | $58,377 | ExcessFromYear2Amt |
| Excess From Year1 | $38,562 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JERRY H WELTY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (73 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACCESS INC | |||||||
| 230 WEST MARKET STREET | AKRON | OH | 44303 | N/A | TAX EXEMPT ORG | COMMUNITY | $7,500 |
| AKRON ART MUSEUM | |||||||
| ONE SOUTH HIGH ST | AKRON | OH | 44308 | N/A | TAX EXEMPT ORG | COMMUNITY | $5,000 |
| AKRON CHILDREN'S MUSEUM | |||||||
| 3867 W MARKET STREET 175 | AKRON | OH | 44333 | N/A | TAX EXEMPT ORG | COMMUNITY | $10,000 |
| AKRON INNER CITY SOCCER CLUB | |||||||
| 865 ROSLYN AVENUE | AKRON | OH | 44320 | N/A | TAX EXEMPT ORG | COMMUNITY | $6,000 |
| AKRON MARATHON CHARITABLE CORP | |||||||
| 453 S HIGH STREET SUITE 301 | AKRON | OH | 44311 | N/A | TAX EXEMPT ORG | COMMUNITY | $3,000 |
| AKRON ZOOLOGICAL PARK | |||||||
| 500 EDGEWOOD AVE | AKRON | OH | 44307 | N/A | TAX EXEMPT ORG | COMMUNITY | $3,000 |
| AKRON-CANTON REGIONAL FOODBANK | |||||||
| 350 OPPORTUNITY PARKWAY | AKRON | OH | 443072234 | N/A | TAX EXEMPT ORG | COMMUNITY | $15,000 |
| AMERICAN NATIONAL RED CROSS OF SUMMIT AND PORTAGE COUNTIES | |||||||
| 501 WEST MARKET STREET | AKRON | OH | 44303 | N/A | TAX EXEMPT ORG | COMMUNITY | $5,000 |
| APOLLO'S FIRE | |||||||
| 3091 MAYFIELD RD SUITE 217 | CLEVELAND HEIGHTS | OH | 44118 | N/A | TAX EXEMPT ORG | COMMUNITY | $2,500 |
| ART SPARKS | |||||||
| 450 PORTAGE TRAIL | CUYAHOGA FALLS | OH | 44221 | N/A | TAX EXEMPT ORG | COMMUNITY | $2,000 |
| BATTERED WOMEN'S SHELTER | |||||||
| 974 E MARKET STREET | AKRON | OH | 44305 | N/A | TAX EXEMPT ORG | COMMUNITY | $10,000 |
| BIG BROTHERS & SISTERS OF SUMMIT CTY | |||||||
| 780 E EXCHANGE ST | AKRON | OH | 44306 | N/A | TAX EXEMPT ORG | COMMUNITY | $5,000 |
| BROKEN CHAINS JAIL & PRISON MINISTRY | |||||||
| PO BOX 502 | AKRON | OH | 44309 | N/A | TAX EXEMPT ORG | COMMUNITY | $12,500 |
| CASA BOARD VOLUNTEER ASSOCIATION | |||||||
| 650 DAN STREET | AKRON | OH | 44310 | N/A | TAX EXEMPT ORG | COMMUNITY | $10,000 |
| CHILD GUIDANCE & FAMILY SOLUTIONS | |||||||
| 18 N FORGE STREET | AKRON | OH | 44304 | N/A | TAX EXEMPT ORG | COMMUNITY | $5,000 |
| CHILDREN'S CONCERT SOCIETY OF AKRON | |||||||
| EJ THOMAS HALL U OF A | AKRON | OH | 44325 | N/A | TAX EXEMPT ORG | COMMUNITY | $3,000 |
| COMMUNITY HALL FOUNDATION PROGRAM | |||||||
| 182 SOUTH MAIN ST | AKRON | OH | 44308 | N/A | TAX EXEMPT ORG | COMMUNITY | $4,000 |
| CROWN POINT ECOLOGY CENTER | |||||||
| PO BOX 484 | BATH | OH | 44210 | N/A | TAX EXEMPT ORG | COMMUNITY | $5,000 |
| CUYAHOGA VALLEY PRESERVATIONSCENIC RAILROAD ASSOC | |||||||
| PO BOX 158 | PENINSULA | OH | 44264 | N/A | TAX EXEMPT ORG | COMMUNITY | $7,500 |
| DR BOB'S HOME | |||||||
| 855 ARDMORE AVENUE | AKRON | OH | 44302 | N/A | TAX EXEMPT ORG | COMMUNITY | $3,000 |
| ELVES & MORE OF NORTHEAST OHIO | |||||||
| PO BOX 26814 | AKRON | OH | 44319 | N/A | TAX EXEMPT ORG | COMMUNITY | $3,000 |
| EMBRACING FUTURES INC | |||||||
| 50 SOUTH MAIN STREET SUITE LL 100 | AKRON | OH | 44308 | N/A | TAX EXEMPT ORG | COMMUNITY | $6,000 |
| FAMILY & COMMUNITY SERVICES INC | |||||||
| 705 OAKWOOD ST SUITE 221 | RAVENNA | OH | 44266 | N/A | TAX EXEMPT ORG | COMMUNITY | $5,000 |
| FAMILY PROMISE OF SUMMIT COUNTY INC | |||||||
| 77 WEST MILLER AVENUE | AKRON | OH | 44301 | N/A | TAX EXEMPT ORG | COMMUNITY | $9,200 |
| FIRST GLANCE STUDENT CENTER INC | |||||||
| 943 KENMORE BLVD | AKRON | OH | 44314 | N/A | TAX EXEMPT ORG | COMMUNITY | $2,500 |
| FIRST TEE OF AKRON | |||||||
| 2000 SOUTH HAWKINS AVE | AKRON | OH | 44314 | N/A | TAX EXEMPT ORG | COMMUNITY | $7,500 |
| FREEDOM HOUSE | |||||||
| 1101 7TH AVE | AKRON | OH | 44306 | N/A | TAX EXEMPT ORG | COMMUNITY | $3,500 |
| FRIENDS OF 913 THE SUMMIT | |||||||
| 65 STEINER AVENUE | AKRON | OH | 44301 | N/A | TAX EXEMPT ORG | COMMUNITY | $5,000 |
| GIRLS ON THE RUN OF GREATER SUMMIT | |||||||
| 140 E MARKET STREET 2ND FLOOR | AKRON | OH | 44308 | N/A | TAX EXEMPT ORG | COMMUNITY | $5,000 |
| GOOD NEIGHBORS-GREEN UNIT | |||||||
| 2161 GREENSBURG RD | GREEN | OH | 44232 | N/A | TAX EXEMPT ORG | COMMUNITY | $2,300 |
| GOODWILL INDUSTRIES OF AKRON OHIO | |||||||
| 570 E WATERLOO RD | AKRON | OH | 44319 | N/A | TAX EXEMPT ORG | COMMUNITY | $10,000 |
| GRIEFCARE PLACE INC | |||||||
| 4499 DARROW RD | STOW | OH | 44224 | N/A | TAX EXEMPT ORG | COMMUNITY | $4,500 |
| GUARDIANS ADVOCATING CHILD SAFETY AND PROTECTION | |||||||
| 53 UNIVERSITY AVE 4TH FLOOR | AKRON | OH | 44308 | N/A | TAX EXEMPT ORG | COMMUNITY | $3,000 |
| HABITAT FOR HUMANITY SUMMIT COUNTY | |||||||
| 2301 ROMIG RD | AKRON | OH | 44320 | N/A | TAX EXEMPT ORG | COMMUNITY | $10,000 |
| HUMANE SOCIETY OF GREATER AKRON | |||||||
| 7996 DARROW RD SUITE 30 | TWINSBURG | OH | 44087 | N/A | TAX EXEMPT ORG | COMMUNITY | $7,500 |
| INTERNATIONAL SOAP BOX DERBY INC | |||||||
| PO BOX 7225 | AKRON | OH | 44306 | N/A | TAX EXEMPT ORG | COMMUNITY | $10,000 |
| JEWISH FAMILY SERVICE ASSOCIATIONS | |||||||
| 24075 COMMERCE PARK | BEACHWOOD | OH | 44122 | N/A | TAX EXEMPT ORG | COMMUNITYCOMMUNITY | $3,000 |
| JUNIOR ACHEIVEMENT OF NORTH CENTRAL OHIO | |||||||
| PO BOX 26006 | AKRON | OH | 44319 | N/A | TAX EXEMPT ORG | COMMUNITY | $10,000 |
| KENT STATE UNIVERSITY FOUNDATION | |||||||
| PO BOX 5190 | KENT | OH | 44242 | N/A | TAX EXEMPT ORG | COMMUNITY | $2,500 |
| LIFT UP MINISTRIES | |||||||
| 1041 FREDERICK BLVD SUITE B | AKRON | OH | 44320 | N/A | TAX EXEMPT ORG | COMMUNITY | $3,000 |
| MUSICAL ARTS ASSOCIATION | |||||||
| 11001 EUCLID AVENUE | CLEVELAND | OH | 44106 | N/A | TAX EXEMPT ORG | COMMUNITY | $12,500 |
| NAMI SUMMIT COUNTY | |||||||
| PO BOX 462 | CUYAHOGA FALLS | OH | 44222 | N/A | TAX EXEMPT ORG | COMMUNITY | $5,000 |
| NATIONAL INVENTORS HALL OF FAME | |||||||
| 123 S FORGE ST | AKRON | OH | 44308 | N/A | TAX EXEMPT ORG | COMMUNITY | $4,000 |
| PEGASUS FARM | |||||||
| 7490 EDISON ST NE | HARTVILLE | OH | 44632 | N/A | TAX EXEMPT ORG | COMMUNITY | $4,500 |
| PREGNANCY SOLUTIONS & SERVICES INC | |||||||
| 3136 MANCHESTER RD | AKRON | OH | 44319 | N/A | TAX EXEMPT ORG | COMMUNITY | $4,000 |
| RAPE CRISIS CENTER | |||||||
| 759 W MARKET ST | AKRON | OH | 44305 | N/A | TAX EXEMPT ORG | COMMUNITY | $6,000 |
| REBUILDING TOGETHER NORTHEAST OHIO INC | |||||||
| 788 DONALD AVE | AKRON | OH | 44306 | N/A | TAX EXEMPT ORG | COMMUNITY | $7,000 |
| SAFETY FORCES SUPPORT CENTER | |||||||
| 201 W MARKET ST | AKRON | OH | 44303 | N/A | TAX EXEMPT ORG | COMMUNITY | $7,000 |
| SALVATION ARMY-SUMMIT COUNTY | |||||||
| 190 S MAPLE STREET | AKRON | OH | 44302 | N/A | TAX EXEMPT ORG | COMMUNITY | $7,500 |
| SERVICE CORPS OF RETIRED EXECUTIVES ASSOCIATION - AKRON SCORE CHAPTER | |||||||
| 175 S MAIN STREET SUITE 204 | AKRON | OH | 44308 | N/A | TAX EXEMPT ORG | COMMUNITY | $7,500 |
| SHELTER CARE INC | |||||||
| 32 SOUTH AVENUE | TALLMADGE | OH | 44278 | N/A | TAX EXEMPT ORG | COMMUNITY | $7,500 |
| SOUTH STREET MINISTRIES INC | |||||||
| 130 W SOUTH ST | AKRON | OH | 44311 | N/A | TAX EXEMPT ORG | COMMUNITY | $6,000 |
| STEWARTS'S CARING PLACE | |||||||
| 2955 W MARKET ST SUITE R | AKRON | OH | 44333 | N/A | TAX EXEMPT ORG | COMMUNITY | $5,000 |
| SUMMIT CHORAL SOCIETY | |||||||
| 50 S MAIN STREET SUITE LL 130 | AKRON | OH | 44308 | N/A | TAX EXEMPT ORG | COMMUNITY | $7,500 |
| SUMMIT COUNTY HISTORICAL SOCIETY | |||||||
| 550 COPLEY RD | AKRON | OH | 44320 | N/A | TAX EXEMPT ORG | COMMUNITY | $5,000 |
| THE AUTISM SOCIETY OF GREATER AKRON | |||||||
| 580 GRANT ST | AKRON | OH | 44311 | N/A | TAX EXEMPT ORG | COMMUNITY | $7,500 |
| TRULY REACHING YOU - TRY MINISTRIES | |||||||
| PO BOX 814 | AKRON | OH | 44309 | N/A | TAX EXEMPT ORG | COMMUNITY | $6,000 |
| TUESDAY MUSICAL ASSOCIATION | |||||||
| ONE SOUTH MAIN STREET STE 301 | AKRON | OH | 443081842 | N/A | TAX EXEMPT ORG | COMMUNITY | $5,000 |
| UNITED DISABILITY SERVICES | |||||||
| 701 SOUTH MAIN STREET | AKRON | OH | 44311 | N/A | TAX EXEMPT ORG | COMMUNITY | $10,000 |
| VICTORY GALLOP | |||||||
| PO BOX 551 | BATH | OH | 44210 | N/A | TAX EXEMPT ORG | COMMUNITY | $6,000 |
| WEATHERVANE COMMUNITY PLAYHOUSE | |||||||
| 1301 WEATERVANE LANE | AKRON | OH | 443135186 | N/A | TAX EXEMPT ORG | COMMUNITY | $4,000 |
| WELL AKRON COMMUNITY PROPERTY | |||||||
| 647 EAST MARKET STREET | AKRON | OH | 44304 | N/A | TAX EXEMPT ORG | COMMUNITY | $15,000 |
| WESTERN RESERVE HISTORICAL SOCIETY | |||||||
| 10825 EAST BLVD | CLEVELAND | OH | 44106 | N/A | TAX EXEMPT ORG | COMMUNITY | $5,000 |
| WILLIAMS CHALLENGE | |||||||
| 3751 TAMARISK DRIVE | AKRON | OH | 44333 | N/A | TAX EXEMPT ORG | COMMUNITY | $5,000 |
| WOMEN'S AUXILARY BOARD OF SUMMIT COUNTY | |||||||
| PO BOX 2253 | STOW | OH | 44224 | N/A | TAX EXEMPT ORG | COMMUNITY | $6,000 |
| ART RESOURCE TRANSFORMATIONS | |||||||
| 526 S MAIN ST STE 503A | AKRON | OH | 44311 | N/A | TAX EXEMPT ORG | COMMUNITY | $4,000 |
| OHIO & ERIE CANALWAY COALITION | |||||||
| 47 W EXCHANGE ST | AKRON | OH | 44308 | N/A | TAX EXEMPT ORG | COMMUNITY | $5,000 |
| STUDENTS WITH A GOAL (SWAG) | |||||||
| 380 W CROSIER ST | AKRON | OH | 44311 | N/A | TAX EXEMPT ORG | COMMUNITYCOMMUNITY | $2,000 |
| THE GREAT TRIAL COUNCIL | |||||||
| 4500 HUDSON DRIVE | STOW | OH | 44224 | N/A | TAX EXEMPT ORG | COMMUNITY | $5,000 |
| NEW HORIZON BAND OF SUMMIT AND STARK COUNTIES | |||||||
| PO BOX 5394 | FAIRLAWN | OH | 44334 | N/A | TAX EXEMPT ORG | COMMUNITY | $10,000 |
| ONE OF A KIND PET RESCUE | |||||||
| 1929 W MARKET ST | AKRON | OH | 44313 | N/A | TAX EXEMPT ORG | COMMUNITY | $7,500 |
| NATIONAL SOCIETY TO PREVENET BLINDNESS | |||||||
| 225 WEST WACKER DRIVE STE 400 | CHICAGO | IL | 60606 | N/A | TAX EXEMPT ORG | COMMUNITY | $5,000 |
| TRI COUNTY JOBS FOR OHIO GRADUATES | |||||||
| 1333 HOME AVENUE | AKRON | OH | 44310 | N/A | TAX EXEMPT ORG | COMMUNITY | $7,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $448,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $167,970 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $823,671 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $991,664 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $991,664 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,500 | Amt |
| Net Investment Income | $2,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,750 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | WF INVESTMENTS | StockNm |
| EOY Book Value | $9,697,757 | EOYBookValueAmt |
| EOYFMV | $9,697,757 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK AND INVESTMENT FEES | $46,072 | $41,645 | $4,607 |
| LIABILITY INSURANCE | $750 | $0 | $0 |
| MISCELLANEOUS | $780 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS ON SECURITIES | Desc |
| Amt | $359,856 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $600 | $600 | $0 |
| FILING FEE | $200 | $0 | $0 |
| INCOME TAXES | $1,176 | $0 | $0 |