DIEBOLD FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- DIEBOLD FOUNDATION (EIN 34-1757351)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-06-16
- IRS object ID
- 202541679349100204
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-06-16T13:56:07-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4334 MUNSON STREET SUITE 200 | AddressLine1Txt |
| City | CANTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44718 | 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 | 341757351 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIEBOLD FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O STEPHANIE LAMP-TREASURY 9-C-20 | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DIEB | BusinessNameControlTxt |
| Phone | 3306082329 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 ORCHARD AVE NE | AddressLine1Txt |
| City | NORTH CANTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44720 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH RADIGAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3306082329 | PhoneNum |
| Signature | 2025-06-10 | 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 | JENNIFER COLEMAN | PreparerPersonNm |
| PTIN | P00743188 | PTIN |
| Phone | 3304972000 | PhoneNum |
| Preparation | 2025-06-10 | 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 | $8,490,265 | 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 |
| Dividends Rev And Expnss | $214,947 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $178,249 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $157,680 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,642,441 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $157,680 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $372,627 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $335,929 | 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 | $3,334 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,667 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,667 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $33,808 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $33,808 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,482 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $409 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,873 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $43,624 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $35,884 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,540 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $426,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $426,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $469,824 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $35,884 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $433,740 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$97,197 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $300,045 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $104,278 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $78,221 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $78,221 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,177,814 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,327,303 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,771,081 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,860,270 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,639,641 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,640,963 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $7,142,362 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,045,165 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,490,265 | 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 | $7,142,362 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,045,165 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,142,362 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,045,165 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,142,362 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,045,165 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,142,362 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$97,197 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,045,165 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,045,165 | 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 | 2023-12-31 | 2024-12-31 | $1,597,931 | $1,484,761 | $113,170 | $113,170 |
| CAPITAL GAINS DIVIDENDS | P | $44,510 | $44,510 | $44,510 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $157,680 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,171 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,171 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,171 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,617 | 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 | $10,617 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,446 | OverpaymentAmt |
| Applied To ES Tax | $6,446 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3306082329 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 ORCHARD AVE NE | AddressLine1Txt |
| City | NORTH CANTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44720 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| JAMES BARNA | ||||||||
| 350 ORCHARD AVE NE | NORTH CANTON | OH | 44720 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| TIMOTHY HOOVER | ||||||||
| 350 ORCHARD AVE NE | NORTH CANTON | OH | 44720 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| TIFFANIE LEWIS | ||||||||
| 350 ORCHARD AVE NE | NORTH CANTON | OH | 44720 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JONATHAN NOE | ||||||||
| 350 ORCHARD AVE NE | NORTH CANTON | OH | 44720 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ELIZABETH RADIGAN | ||||||||
| 350 ORCHARD AVE NE | NORTH CANTON | OH | 44720 | TRUSTEE | 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 | $8,283,469 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $224,946 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,508,415 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,508,415 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $127,626 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,380,789 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $419,039 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $419,039 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,171 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,171 | TotalTaxAmt |
| Distributable Before Adj | $414,868 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $414,868 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $414,868 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $433,740 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $433,740 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $414,868 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $2,017 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $65 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $16,864 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $18,946 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $433,740 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $414,868 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $18,872 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $37,818 | 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 | $37,818 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $2,017 | ExcessFromYear3Amt |
| Excess From Year2 | $65 | ExcessFromYear2Amt |
| Excess From Year1 | $16,864 | ExcessFromYear1Amt |
| Excess From Current Year | $18,872 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | STEPHANIE LAMP | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 ORCHARD AVE NE | AddressLine1Txt |
| City | NORTH CANTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44720 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3306082329 | RecipientPhoneNum |
| Form And Info And Materials | THE ORGANIZATION MUST BE A 501(C)(3). THEY MUST ALSO SUBMIT THEIR REQUEST ON THEIR LETTERHEAD. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE ATTACHMENT | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICARES | ||||||||
| 901 NE LP 410 STE 508 | SAN ANTONIO | TX | 78209 | NONE | PC | GENERAL OPERATIONS | $50,000 | |
| BOYS & GIRLS CLUB OF NE OHIO | ||||||||
| PO BOX 72090 295 HUNTINGTON CIRCLE | AKRON | OH | 44307 | NONE | PC | GENERAL OPERATIONS | $21,000 | |
| CLEVELAND RAPE CRISIS CENTER | ||||||||
| 1228 EUCLID AVE SUITE 200 | CLEVELAND | OH | 44115 | NONE | PC | GENERAL OPERATIONS | $20,000 | |
| DIEBOLD EMPLOYEE CHARITABLE FUND | ||||||||
| C/O KEYBANK 4900 TIEDEMAN OH-01-49- | BROOKLYN | OH | 44144 | NONE | PC | GENERAL OPERATIONS | $40,000 | 150 |
| EQUALITY NOW (WOMEN IN DN) | ||||||||
| CHURCH ST STATION PO BOX 7160 | NEW YORK | NY | 10008 | NONE | PC | GENERAL OPERATIONS | $6,000 | |
| HABITAT FOR HUMANITY EAST CENTRAL OHIO | ||||||||
| 1400 RAFF RD SW | CANTON | OH | 44710 | NONE | PC | TO BUILD NEW HOME IN STARK COUNTY, OH | $50,000 | |
| HEART OF AMERICA TUSKEGEE AIRMEN | ||||||||
| PO BOX 301104 | KANSAS CITY | MO | 64130 | NONE | PC | GENERAL OPERATIONS | $7,000 | |
| LEGAL AID SOCIETY OF CLEVELAND | ||||||||
| 1223 WEST SIXTH ST | CLEVELAND | OH | 44113 | NONE | PC | GENERAL OPERATIONS | $15,000 | |
| MILITARY AND FIRST RESPONDERS CENTER | ||||||||
| 500 TERMINAL DR | NAPLES | FL | 34104 | NONE | PC | GENERAL OPERATIONS | $7,000 | |
| OPERATION HOPE | ||||||||
| 2025 STOCKES BLVD | CLEVELAND | OH | 44106 | NONE | PC | GENERAL OPERATIONS | $125,000 | |
| OUTRIGHT INTERNATIONAL | ||||||||
| 216 EAST 45TH ST 17TH FL | NEW YORK | NY | 10017 | NONE | PC | GENERAL OPERATIONS | $21,000 | |
| PURE GIFT ADOPTION (PURE GIFT OF GOD) | ||||||||
| PO BOX 292 | BERLIN | OH | 44610 | NONE | PC | GENERAL OPERATIONS | $21,000 | |
| SCHOLARSHIP AMERICA | ||||||||
| ONE SCHOLARSHIP WAY - PO BOX 297 | ST PETER | MN | 56082 | NONE | PC | GENERAL OPERATIONS | $21,000 | |
| SERVING AREA MILITARY VETERANS AND WIDOWS IN MASSILLON | ||||||||
| 413 LINCOLN WAY E | MASSILLON | OH | 44646 | NONE | PC | GENERAL OPERATIONS | $7,000 | |
| STARK DISTRICT LIBRARY | ||||||||
| 715 MARKET AVE NORTH | CANTON | OH | 44702 | NONE | PC | GENERAL OPERATIONS | $200 | |
| WOMEN IN MANUFACTURING EDUCATION FOUNDATION | ||||||||
| 1800 EAST 63RD STREET | CLEVELAND | OH | 44103 | NONE | PC | EDUCATION FOUNDATION | $15,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $426,200 | 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 | $214,947 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $157,680 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $372,627 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $372,627 | 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 | $3,334 | Amt |
| Net Investment Income | $1,667 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,667 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (32 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JOHN DEERE CAPITAL CORPORATION | $50,002 | $50,050 |
| TORONTO DOMINION BANK MTN | $48,357 | $49,814 |
| THE CIGNA GROUP | $49,963 | $50,016 |
| EXXON MOBIL CORP | $46,835 | $48,341 |
| STARBUCKS CORP | $44,563 | $47,238 |
| MCDONALDS CORP MTN | $43,337 | $43,830 |
| WASTE MGMT INC DEL | $47,171 | $48,098 |
| AMERICAN HONDA FIN CORP | $24,867 | $24,933 |
| EXELON CORP | $24,819 | $25,146 |
| COMMONWEALTH EDISON CO | $48,367 | $48,249 |
| DUKE ENERGY PROGRESS LLC | $47,534 | $48,166 |
| HOME DEPOT INC | $44,208 | $44,698 |
| UNITEDHEALTH GROUP INC | $47,956 | $48,352 |
| ANHEUSER-BUSCH INBEV WLDW INC | $49,334 | $49,980 |
| KEYCORP MTN | $43,304 | $44,475 |
| TARGET CORP | $42,448 | $44,396 |
| ARCHER DANIELS MIDLAND CO NOTE | $46,826 | $46,153 |
| STATE STR CORP | $41,481 | $42,521 |
| MASTERCARD INCORPORATED | $42,549 | $42,282 |
| LOWES COS INC | $42,720 | $43,429 |
| BP CAP MKTS AMER INC | $41,609 | $42,785 |
| FIFTH THIRD BANCORP NOTE CALL | $51,707 | $50,557 |
| AMAZON COM INC | $45,198 | $46,281 |
| ALLSTATE CORP | $49,928 | $49,907 |
| PNC FINL SVCS GROUP INC | $49,630 | $48,711 |
| BLACKROCK INC NOTE | $48,687 | $49,377 |
| UNITED STATES TREAS SER AW-2025 | $49,703 | $49,989 |
| UNITED STATES TREAS SER U-2028 | $49,291 | $48,854 |
| FEDERAL HOME LN MTG CORP | $74,997 | $75,034 |
| UNITED STATES TREAS SER G-2030 | $74,930 | $71,954 |
| UNITED STATES TREAS SER B-2033 | $75,126 | $69,772 |
| PIMCO MORTGAGE OPPOR AND BOND FUND INST | $152,194 | $147,575 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (48 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY 500 INDEX FUND | $1,522,019 | $2,187,276 |
| GOLDMAN SACHS GQG PARTNERS INTL OPP I | $992,751 | $1,053,019 |
| INVESCO EXCH TRADED FD TR II NASDAQ | $393,204 | $671,125 |
| INVESCO EXCH TRADED FD TR II S&P | $118,271 | $128,403 |
| INVESCO EXCH TRADED FD TR II S&P MDCP | $127,172 | $152,494 |
| ISHARES CORE S&P MID-CAP ETF | $169,221 | $201,573 |
| ISHARES CORE S&P SMALL-CAP E | $146,024 | $160,156 |
| PACER FDS TR US CASH COWS 100 | $259,000 | $267,037 |
| VANECK ETF TRUST MRNGSTR WDE MOAT | $225,021 | $290,600 |
| JPMORGAN EXCHANGE TRADED FD ULTRA SHRT | $312,533 | $310,531 |
| APOLLO GLOBAL MGMT INC NE 53 | $50,742 | $52,980 |
| BANK AMERICA CORP DP SH NCUM NN | $19,569 | $19,420 |
| CARLYLE FIN LLC NT CAL 61 | $21,020 | $19,602 |
| FIFTH THIRD BANCORP DP SH CL B SR | $24,817 | $24,870 |
| HUNTINGTON BANCSHARES INC DEP | $28,812 | $30,498 |
| KEYCORP DP SH PFD H 6.2% | $20,050 | $24,390 |
| LINCOLN NATL CORP IND DEPOSITARY SHS | $31,250 | $34,238 |
| STIFEL FINANCIAL CORP PFD D | $18,821 | $17,620 |
| ACCENTURE PLC | $32,462 | $41,511 |
| CRH ORD | $23,969 | $26,461 |
| EATON CORPORATION PLC | $27,271 | $54,427 |
| LINDE PLC COM | $25,059 | $27,214 |
| ABBVIE INC COM | $53,101 | $60,063 |
| APPLE INC | $36,990 | $57,597 |
| ARES MANAGEMENT CORPORATION CL A | $15,378 | $19,296 |
| BANK AMERICA CORP COM | $26,999 | $42,675 |
| BROADCOM INC COM | $27,527 | $100,850 |
| CHEVRON CORP NEW COM | $24,026 | $22,305 |
| EOG RESOURCES INC | $40,190 | $45,232 |
| GENERAL DYNAMICS CORP COM | $31,617 | $36,362 |
| HOME DEPOT INC | $36,940 | $50,569 |
| HONEYWELL INTERNATIONAL INC | $36,912 | $44,274 |
| HOULIHAN LOKEY INC CL A | $23,594 | $45,673 |
| JPMORGAN CHASE & CO | $31,960 | $60,407 |
| JOHNSON & JOHNSON COM | $29,628 | $28,056 |
| KELLANOVA COM | $18,430 | $25,748 |
| KENVUE INC COM | $25,430 | $24,275 |
| MARRIOTT INTERNATIONAL | $13,564 | $23,710 |
| MCDONALDS CORP | $32,066 | $33,917 |
| MICROSOFT CORP | $32,334 | $48,473 |
| PACCAR INC | $17,723 | $15,915 |
| PROCTER AND GAMBLE CO COM | $24,145 | $26,824 |
| QUALCOMM INC | $15,117 | $11,675 |
| STIFEL FINANCIAL CORP | $15,656 | $20,898 |
| UNITEDHEALTH GROUP INC | $48,541 | $52,104 |
| WEYERHAEUSER CO MTN BE COM | $32,360 | $30,430 |
| WYNDHAM HOTELS & RESORTS INC COM | $9,159 | $14,010 |
| AMERICAN TOWER CORP NEW COM | $38,858 | $34,298 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER DEDUCTION | Desc |
| Revenue And Expenses Per Books | $6,482 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $409 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,873 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $33,053 | $33,053 | $0 |
| TRUSTEE FEES | $755 | $755 | $0 |