J P CRAIN FAMILY SCHOLARSHIP FUND 102110326320: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- J P CRAIN FAMILY SCHOLARSHIP FUND 102110326320 (EIN 34-6985380)
- Tax period
- 2021-04-01 to 2022-03-31
- Filed
- 2022-07-07
- IRS object ID
- 202241889349101504
- Schema version
- 2021v4.0
- 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
- Gain Loss Sale Other Assets Sch
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-07-07T15:27:04-05:00 | ReturnTs |
| Tax Period End | 2022-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341495118 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BASHORE REINECK STOLLER & WATERMAN INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 249 | AddressLine1Txt |
| City | PAULDING | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 458790249 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 346985380 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JP CRAIN FAMILY SCHOLARSHIP PFDN | BusinessNameLine1Txt |
| Business Name Line2 | PAULDING COUNTY AREA FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JPCR | BusinessNameControlTxt |
| Phone | 4193998296 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 249 | AddressLine1Txt |
| City | PAULDING | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45879 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAULDING COUNTY AREA FOUNDATION | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4193998296 | PhoneNum |
| Signature | 2022-06-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LISA | PersonFirstNm |
| Person Last | MCCLURE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW F REINECK CPA | PreparerPersonNm |
| PTIN | P00116343 | PTIN |
| Phone | 4193993686 | PhoneNum |
| Preparation | 2022-07-07 | PreparationDt |
| 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 | $1,242,821 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $17,912 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17,912 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $89,506 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $118,808 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $67,671 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,550 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $108,969 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $85,584 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $5,880 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,940 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,940 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,148 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $1,148 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $274 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $74 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $200 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,302 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,014 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,288 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $48,775 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $48,775 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $56,077 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,014 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $53,063 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $52,892 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $82,570 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,678 | CashBOYAmt |
| Cash EOY | $41,466 | CashEOYAmt |
| Cash EOYFMV | $41,466 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $792 | PrepaidExpensesBOYAmt |
| Other Assets BOY | $878,811 | OtherAssetsBOYAmt |
| Other Assets EOY | $900,063 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,201,355 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $888,281 | TotalAssetsBOYAmt |
| Total Assets EOY | $941,529 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,242,821 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $356 | AccountsPayableEOYAmt |
| Total Liabilities EOY | $356 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $888,281 | CapitalStockBOYAmt |
| Capital Stock EOY | $941,173 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $888,281 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $941,173 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $888,281 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $941,529 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $888,281 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $52,892 | ExcessRevenueOverExpensesAmt |
| Subtotal | $941,173 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $941,173 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $67,671 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,148 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,148 | SubtotalAmt |
| Tax Based On Investment Income | $1,148 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $792 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $792 | TotalPaymentsAndCreditsAmt |
| Tax Due | $356 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAULDING COUNTY AREA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4193998296 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 249 | AddressLine1Txt |
| City | PAULDING | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45879 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|---|---|
| PAULDING COUNTY AREA FOUNDATION | ||||||||
| PO BOX 249 | PAULDING | OH | 45879 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CLAUDIA J FICKEL | ||||||||
| 115 N WILLIAMS ST | PAULDING | OH | 45879 | SELECTION CO | 1.00 | $0 | $0 | $0 |
| BEN WINNANS | ||||||||
| 4915 US 127 | HAVILAND | OH | 45851 | SELECTION CO | 1.00 | $0 | $0 | $0 |
| MARTIN MILLER | ||||||||
| 303 S HARRMANN RD | ANTWERP | OH | 45813 | SELECTION CO | 1.00 | $0 | $0 | $0 |
| ROY KLOPFENSTEIN | ||||||||
| 115 N WILLIAMS STREET | PAULDING | OH | 45879 | SELECTION CO | 1.00 | $0 | $0 | $0 |
| KENNETH AMSTUTZ | ||||||||
| 405 N WATER ST | PAULDING | OH | 45879 | SELECTION CO | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,225,323 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $25,073 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $396 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,250,792 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,250,792 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,762 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,232,030 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $61,602 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $61,602 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,148 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,148 | TotalTaxAmt |
| Distributable Before Adj | $60,454 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $60,454 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $60,454 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $53,063 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $53,063 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $60,454 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,102 | UndistributedIncomePYAmt |
| Qualifying Distributions | $53,063 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,102 | AppliedToYear1Amt |
| Applied To Current Year | $49,961 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $10,493 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PAULDING COUNTY AREA FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 EAST PERRY STREET | AddressLine1Txt |
| City | PAULDING | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45879 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4193998296 | RecipientPhoneNum |
| Form And Info And Materials | ELIGIBILITY REQUIREMENTS 1. APPLICANT MUST BE A CITIZEN OF THE US AND RESIDE IN PAULDING COUNTY, OH. 2. APPLICANT MUST BE A SENIOR STUDENT OR A GRADUATE OF PAULDING COUNTY, OH HIGH SCHOOL. 3. APPLICANT MUST BE A FULL TIME STUDENT AT AN ACCREDITED COLLEGE OR UNIVERSITY FOR THE FULL TERM OF THE SCHOLARSHIP. 4. APPLICANT MUST HAVE ABOVE AVERAGE GRADES, SATISFIED BY A 3.0. 5. APPLICANT MUST NOT BE A MEMBER OR AN IMMEDIATE RELATIVE OF THE SELECTION COMMITTEE. 6. APPLICANT MUST COMPLETE ALL APPLICATION REQUIRMENTS BY THE SPECIFIED DEADLINE. APPLICATION REQUIREMENTS 1. A COMPLETED APPLICATION. 2. A CURRENT COPY OF TRANSCRIPT OF HIGH SCHOOL GRADES (IF FIRST TIME APPLICANT). 3. A CURRENT COPY OF COLLEGE GRADES (IF RE-APPLICANT). 4. A CURRENT COPY OF PARENTS'/GUARDIANS' FEDERAL INCOME TAX RETURN (FIRST PAGE ONLY). | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | FIRST FRIDAY OF APRIL OF THE CURRENT CALENDAR YEAR. | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE RECIPIENT MUST BE A CITIZEN OF THE UNITED STATES AND A RESIDENT OF PAULDING COUNTY, OHIO AT THE TIME OF APPLICATION FOR THE SCHOLARSHIP. THEY MUST BE A PAULDING COUNTY, OHIO HIGH SCHOOL GRADUATE AND MUST MEET THE QUALIFICATIONS OF NEED, DESERVING, ABILITY AND HAVE A DESIRE AND INCLINATION TO CONTRIBUTE TO THE GREATEST SERVICE TO HUMANITY. THE PROPOSED RECIPIENTS ARE INTEDED TO PURSUE THE FOLLOWING EDUCATIONAL PURPOSES: TEACHERS, DOCTORS OF MEDICINE, LAWYERS, DENTISTS, MINISTERS, ENGINEERS, BUSINESS ADMINISTRATION, FARMING, VETERINARIAN AND SUCH OTHER AS THE BOARD OF SELECTORS MIGHT FIND FAVORABLE AND SUITABLE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (69 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BALL STATE UNIVERSITY | |||||||
| OFFICE OF BURSAR AND LOAN | MUNICIE | IN | 473060725 | NONE | PUBLIC | SCHOLARSHIP GRANT | $450 |
| BALL STATE UNIVERSITY | |||||||
| OFFICE OF BURSAR AND LOAN | MUNICIE | IN | 473060725 | NONE | PUBLIC | SCHOLARSHIP GRANT | $450 |
| BALL STATE UNIVERSITY | |||||||
| OFFICE OF BURSAR AND LOAN | MUNICIE | IN | 473060725 | NONE | PUBLIC | SCHOLARSHIP GRANT | $450 |
| BLUFFTON UNIVERSITY | |||||||
| 1 UNIVERSITY DRIVE | BLUFFTON | OH | 45817 | NONE | PUBLIC | SCHOLARSHIP GRANT | $1,000 |
| BOWLING GREEN STATE UNIVERSITY | |||||||
| 1001 E WOOSTER ST | BOWLING GREEN | OH | 434030114 | NONE | PUBLIC | SCHOLARSHIP GRANT | $1,000 |
| BOWLING GREEN STATE UNIVERSITY | |||||||
| 1001 E WOOSTER ST | BOWLING GREEN | OH | 434030114 | NONE | PUBLIC | SCHOLARSHIP GRANT | $1,000 |
| BOWLING GREEN STATE UNIVERSITY | |||||||
| 1001 E WOOSTER ST | BOWLING GREEN | OH | 434030114 | NONE | PUBLIC | SCHOLARSHIP GRANT | $1,000 |
| BOWLING GREEN STATE UNIVERSITY | |||||||
| 1001 E WOOSTER ST | BOWLING GREEN | OH | 434030114 | NONE | PUBLIC | SCHOLARSHIP GRANT | $1,000 |
| BOWLING GREEN STATE UNIVERSITY | |||||||
| 1001 E WOOSTER ST | BOWLING GREEN | OH | 434030114 | NONE | PUBLIC | SCHOLARSHIP GRANT | $1,000 |
| BOWLING GREEN STATE UNIVERSITY | |||||||
| 1001 E WOOSTER ST | BOWLING GREEN | OH | 434030114 | NONE | PUBLIC | SCHOLARSHIP GRANT | $1,000 |
| BOWLING GREEN STATE UNIVERSITY | |||||||
| 1001 E WOOSTER ST | BOWLING GREEN | OH | 434030114 | NONE | PUBLIC | SCHOLARSHIP GRANT | $450 |
| BOWLING GREEN STATE UNIVERSITY | |||||||
| 1001 E WOOSTER ST | BOWLING GREEN | OH | 434030114 | NONE | PUBLIC | SCHOLARSHIP GRANT | $450 |
| BOWLING GREEN STATE UNIVERSITY | |||||||
| 1001 E WOOSTER ST | BOWLING GREEN | OH | 434030114 | NONE | PUBLIC | SCHOLARSHIP GRANT | $450 |
| DEFIANCE COLLEGE | |||||||
| 701 N CLINTON ST | DEFIANCE | OH | 43512 | NONE | PUBLIC | SCHOLARSHIP GRANT | $450 |
| DEFIANCE COLLEGE | |||||||
| 701 N CLINTON ST | DEFIANCE | OH | 43512 | NONE | PUBLIC | SCHOLARSHIP GRANT | $1,000 |
| GRACE COLLEGE | |||||||
| 200 SEMINARY DRIVE | WINONA LAKE | IN | 46590 | NONE | PUBLIC | SCHOLARSHIP GRANT | $250 |
| HEIDELBERG UNIVERSITY | |||||||
| 310 E MARKET ST | TIFFIN | OH | 44883 | NONE | PUBLIC | SCHOLARSHIP GRANT | $1,000 |
| HEIDELBERG UNIVERSITY | |||||||
| 310 E MARKET ST | TIFFIN | OH | 44883 | NONE | PUBLIC | SCHOLARSHIP GRANT | $450 |
| HUNTINGTON UNIVERSITY | |||||||
| 2303 COLLEGE AVE | HUNTINGTON | IN | 46750 | NONE | PUBLIC | SCHOLARSHIP GRANT | $450 |
| INDIANA UNIVERSITY FORT WAYNE | |||||||
| PO BOX 6020 | INDIANAPOLIS | IN | 462066020 | NONE | PUBLIC | SCHOLARSHIP GRANT | $1,000 |
| INDIANA UNIVERSITY FORT WAYNE | |||||||
| PO BOX 6020 | INDIANAPOLIS | IN | 462066020 | NONE | PUBLIC | SCHOLARSHIP GRANT | $450 |
| INDIANA UNIVERSITY FORT WAYNE | |||||||
| PO BOX 6020 | INDIANAPOLIS | IN | 462066020 | NONE | PUBLIC | SCHOLARSHIP GRANT | $450 |
| INDIANA WESLEYAN | |||||||
| 4201 S WASHINGTON ST | MARION | IN | 46953 | NONE | PUBLIC | SCHOLARSHIP GRANT | $1,000 |
| IVY TECH COMMUNITY COLLEGE | |||||||
| 3800 N ANTHONY BLVD | FORT WAYNE | IN | 46805 | NONE | PUBLIC | SCHOLARSHIP GRANT | $450 |
| MIAMI UNIVERSITY | |||||||
| 301 S CAMPUS AVE ROOM 123 | OXFORD | OH | 450563439 | NONE | PUBLIC | SCHOLARSHIP GRANT | $450 |
| OHIO DOMINICAN UNIVERSITY | |||||||
| 1216 SUNBURY RD | COLUMBUS | OH | 43219 | NONE | PUBLIC | SCHOLARSHIP GRANT | $1,000 |
| OHIO NORTHERN UNIVERSITY | |||||||
| 525 SOUTH MAIN STREET | ADA | OH | 45810 | NONE | PUBLIC | SCHOLARSHIP GRANT | $1,000 |
| OHIO NORTHERN UNIVERSITY | |||||||
| 525 SOUTH MAIN STREET | ADA | OH | 45810 | NONE | PUBLIC | SCHOLARSHIP GRANT | $1,000 |
| OHIO NORTHERN UNIVERSITY | |||||||
| 525 SOUTH MAIN STREET | ADA | OH | 45810 | NONE | PUBLIC | SCHOLARSHIP GRANT | $450 |
| OHIO NORTHERN UNIVERSITY | |||||||
| 525 SOUTH MAIN STREET | ADA | OH | 45810 | NONE | PUBLIC | SCHOLARSHIP GRANT | $450 |
| OHIO NORTHERN UNIVERSITY | |||||||
| 525 SOUTH MAIN STREET | ADA | OH | 45810 | NONE | PUBLIC | SCHOLARSHIP GRANT | $450 |
| OWENS COMMUNITY COLLEGE | |||||||
| 30335 OREGON RD | PERRYSBURG | OH | 43551 | NONE | PUBLIC | SCHOLARSHIP GRANT | $450 |
| OWENS COMMUNITY COLLEGE | |||||||
| 30335 OREGON RD | PERRYSBURG | OH | 43551 | NONE | PUBLIC | SCHOLARSHIP GRANT | $450 |
| PURDUE UNIVERSITY FORT WAYNE | |||||||
| 2101 E COLISEUM BLVD | FORT WAYNE | IN | 46805 | NONE | PUBLIC | SCHOLARSHIP GRANT | $1,000 |
| PURDUE UNIVERSITY FORT WAYNE | |||||||
| 2101 E COLISEUM BLVD | FORT WAYNE | IN | 46805 | NONE | PUBLIC | SCHOLARSHIP GRANT | $1,000 |
| PURDUE UNIVERSITY FORT WAYNE | |||||||
| 2101 E COLISEUM BLVD | FORT WAYNE | IN | 46805 | NONE | PUBLIC | SCHOLARSHIP GRANT | $450 |
| PURDUE UNIVERSITY FORT WAYNE | |||||||
| 2101 E COLISEUM BLVD | FORT WAYNE | IN | 46805 | NONE | PUBLIC | SCHOLARSHIP GRANT | $450 |
| PURDUE UNIVERSITY FORT WAYNE | |||||||
| 2101 E COLISEUM BLVD | FORT WAYNE | IN | 46805 | NONE | PUBLIC | SCHOLARSHIP GRANT | $450 |
| PURDUE UNIVERSITY FORT WAYNE | |||||||
| 2101 E COLISEUM BLVD | FORT WAYNE | IN | 46805 | NONE | PUBLIC | SCHOLARSHIP GRANT | $450 |
| PURDUE UNIVERSITY FORT WAYNE | |||||||
| 2101 E COLISEUM BLVD | FORT WAYNE | IN | 46805 | NONE | PUBLIC | SCHOLARSHIP GRANT | $450 |
| RHODES STATE COLLEGE | |||||||
| 4240 CAMPUS DR | LIMA | OH | 45804 | NONE | PUBLIC | SCHOLARSHIP GRANT | $450 |
| THE OHIO STATE UNIVERSITY | |||||||
| 2891 WEST LANE AVENUE | COLUMBUS | OH | 43210 | NONE | PUBLIC | SCHOLARSHIP GRANT | $1,000 |
| THE OHIO STATE UNIVERSITY | |||||||
| 2891 WEST LANE AVENUE | COLUMBUS | OH | 43210 | NONE | PUBLIC | SCHOLARSHIP GRANT | $1,000 |
| THE OHIO STATE UNIVERSITY | |||||||
| 2891 WEST LANE AVENUE | COLUMBUS | OH | 43210 | NONE | PUBLIC | SCHOLARSHIP GRANT | $1,000 |
| THE OHIO STATE UNIVERSITY | |||||||
| 2891 WEST LANE AVENUE | COLUMBUS | OH | 43210 | NONE | PUBLIC | SCHOLARSHIP GRANT | $450 |
| THE OHIO STATE UNIVERSITY | |||||||
| 2891 WEST LANE AVENUE | COLUMBUS | OH | 43210 | NONE | PUBLIC | SCHOLARSHIP GRANT | $450 |
| THE OHIO STATE UNIVERSITY | |||||||
| 2891 WEST LANE AVENUE | COLUMBUS | OH | 43210 | NONE | PUBLIC | SCHOLARSHIP GRANT | $450 |
| THE OHIO STATE UNIVERSITY | |||||||
| 2891 WEST LANE AVENUE | COLUMBUS | OH | 43210 | NONE | PUBLIC | SCHOLARSHIP GRANT | $450 |
| THE UNIVERSITY OF FINDLAY | |||||||
| 1000 N MAIN ST | FINDLAY | OH | 45840 | NONE | PUBLIC | SCHOLARSHIP GRANT | $1,000 |
| THE UNIVERSITY OF FINDLAY | |||||||
| 1000 N MAIN ST | FINDLAY | OH | 45840 | NONE | PUBLIC | SCHOLARSHIP GRANT | $1,000 |
| THE UNIVERSITY OF FINDLAY | |||||||
| 1000 N MAIN ST | FINDLAY | OH | 45840 | NONE | PUBLIC | SCHOLARSHIP GRANT | $1,000 |
| THE UNIVERSITY OF FINDLAY | |||||||
| 1000 N MAIN ST | FINDLAY | OH | 45840 | NONE | PUBLIC | SCHOLARSHIP GRANT | $1,000 |
| THE UNIVERSITY OF FINDLAY | |||||||
| 1000 N MAIN ST | FINDLAY | OH | 45840 | NONE | PUBLIC | SCHOLARSHIP GRANT | $1,000 |
| TRINE UNIVERSITY | |||||||
| 1 UNIVERSITY AVE | ANGOLA | IN | 46703 | NONE | PUBLIC | SCHOLARSHIP GRANT | $1,000 |
| TRINE UNIVERSITY | |||||||
| 1 UNIVERSITY AVE | ANGOLA | IN | 46703 | NONE | PUBLIC | SCHOLARSHIP GRANT | $450 |
| UNIVERSITY OF NORTHWESTERN OHIO | |||||||
| 1441 NORTH CABLE ROAD | LIMA | OH | 45805 | NONE | PUBLIC | SCHOLARSHIP GRANT | $1,000 |
| UNIVERSITY OF NORTHWESTERN OHIO | |||||||
| 1441 NORTH CABLE ROAD | LIMA | OH | 45805 | NONE | PUBLIC | SCHOLARSHIP GRANT | $1,000 |
| UNIVERSITY OF ST FRANCIS | |||||||
| 2701 SPRING STREET | FORT WAYNE | IN | 46808 | NONE | PUBLIC | SCHOLARSHIP GRANT | $450 |
| UNIVERSITY OF ST FRANCIS | |||||||
| 2701 SPRING STREET | FORT WAYNE | IN | 46808 | NONE | PUBLIC | SCHOLARSHIP GRANT | $225 |
| UNIVERSITY OF TOLEDO | |||||||
| PO BOX 10004 | TOLEDO | OH | 436990004 | NONE | PUBLIC | SCHOLARSHIP GRANT | $1,000 |
| UNIVERSITY OF TOLEDO | |||||||
| PO BOX 10004 | TOLEDO | OH | 436990004 | NONE | PUBLIC | SCHOLARSHIP GRANT | $1,000 |
| UNIVERSITY OF TOLEDO | |||||||
| PO BOX 10004 | TOLEDO | OH | 436990004 | NONE | PUBLIC | SCHOLARSHIP GRANT | $1,000 |
| UNIVERSITY OF TOLEDO | |||||||
| PO BOX 10004 | TOLEDO | OH | 436990004 | NONE | PUBLIC | SCHOLARSHIP GRANT | $1,000 |
| UNIVERSITY OF TOLEDO | |||||||
| PO BOX 10004 | TOLEDO | OH | 436990004 | NONE | PUBLIC | SCHOLARSHIP GRANT | $1,000 |
| UNIVERSITY OF TOLEDO | |||||||
| PO BOX 10004 | TOLEDO | OH | 436990004 | NONE | PUBLIC | SCHOLARSHIP GRANT | $450 |
| UNIVERSITY OF TOLEDO | |||||||
| PO BOX 10004 | TOLEDO | OH | 436990004 | NONE | PUBLIC | SCHOLARSHIP GRANT | $450 |
| WRIGHT STATE UNIVERSITY | |||||||
| 3640 COLONEL GLENN HIGHWA | DAYTON | OH | 454350001 | NONE | PUBLIC | SCHOLARSHIP GRANT | $1,000 |
| WRIGHT STATE UNIVERSITY | |||||||
| 3640 COLONEL GLENN HIGHWA | DAYTON | OH | 454350001 | NONE | PUBLIC | SCHOLARSHIP GRANT | $450 |
| YOUNGSTOWN STATE UNIVERSITY | |||||||
| 1 UNIVERSITY PLAZA | YOUNGSTOWN | OH | 44555 | NONE | PUBLIC | SCHOLARSHIP GRANT | $450 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $48,775 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,912 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $67,671 | ExclusionAmt |
| Related Or Exempt Function Incm | $21,835 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SCHOLARSHIP REFUND | Desc |
| Exclusion | 25 | ExclusionCd |
| Exclusion | $1,550 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $87,134 | ExclusionAmt |
| Related Or Exempt Function Incm | $21,835 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $108,969 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $5,880 | Amt |
| Net Investment Income | $2,940 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,940 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (7 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|
| VANGUARD US GROWTH FUND | PURCHASE | 2021-06 | $10,000 | $3,692 | $6,308 |
| AMERICAN AMCAP A | PURCHASE | 2021-06 | $10,400 | $6,848 | $3,552 |
| ISHARES CORE S&P SMALL CAP | PURCHASE | 2021-06 | $2,257 | $614 | $1,643 |
| ISHARES CORE S&P MID CAP | PURCHASE | 2021-06 | $5,345 | $2,110 | $3,235 |
| AMERICAN PRESERVATION PORTFOLIO | PURCHASE | 2021-06 | $10,181 | $10,266 | -$85 |
| NEW WORLD FUND | PURCHASE | 2021-06 | $5,977 | $3,237 | $2,740 |
| VANGUARD US GROWTH FUND | PURCHASE | 2021-06 | $6,977 | $2,535 | $4,442 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EDWARD JONES | $469,068 | $506,420 | $644,609 |
| PERSHING, LLC | $409,743 | $393,643 | $556,746 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| OAG FILING FEE | $200 | $200 | |
| BASIS ADJUSTMENT | $74 | $74 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SCHOLARSHIP REFUND | Desc |
| Revenue And Expenses Per Books | $1,550 | RevenueAndExpensesPerBooksAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX PAID | CategoryTxt |
| Amt | $1,148 | Amt |
| Disbursements Charitable Prps | $1,148 | DisbursementsCharitablePrpsAmt |