ASHTABULA FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ASHTABULA FOUNDATION (EIN 34-6538130)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-06-23
- IRS object ID
- 202101749349100900
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-06-23T08:52:15-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 463004069 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SNODGRASS OF NE OHIO INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4820 STATE ROAD | AddressLine1Txt |
| City | ASHTABULA | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 346538130 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ASHTABULA FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ASHT | BusinessNameControlTxt |
| Phone | 4409926818 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4510 COLLINS BLVD | AddressLine1Txt |
| City | ASHTABULA | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44004 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROGER CORLETT | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4409926818 | PhoneNum |
| Signature | 2021-06-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROGER | PersonFirstNm |
| Person Last | CORLETT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEN BOGARDUS CPA | PreparerPersonNm |
| PTIN | P00627376 | PTIN |
| Phone | 4409932142 | PhoneNum |
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 | 2020 | 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 | $19,754,656 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $204,027 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $390,264 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $328,154 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $337,014 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,781,730 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $337,014 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$34,751 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $896,554 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $665,168 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | $56,187 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $14,047 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $42,140 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $6,027 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $1,507 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $4,520 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,459 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,615 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,844 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $87,253 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $87,253 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,565 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $290 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $73 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $23,146 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $5,787 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $17,359 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $35 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $9 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $26 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $42,774 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,693 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $28,406 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $230,736 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $121,984 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $100,295 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $567,465 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $567,465 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $798,201 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $121,984 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $667,760 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $98,353 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $543,184 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $74,867 | CashBOYAmt |
| Cash EOY | $80,994 | CashEOYAmt |
| Cash EOYFMV | $80,994 | CashEOYFMVAmt |
| US Government Obligations BOY | $1,064 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $618 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $618 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $6,107,850 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,549,219 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,549,219 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $267,392 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $472,047 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $472,047 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $12,426,125 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $13,646,785 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $13,646,785 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $43,076 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $40,941 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,425 | LandBOYAmt |
| Land EOY | $2,135 | LandEOYAmt |
| Land EOYFMV | $2,135 | LandEOYFMVAmt |
| Other Assets BOY | $7,758 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,858 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,858 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $18,887,481 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,754,656 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,754,656 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $7,000 | AccountsPayableBOYAmt |
| Other Liabilities BOY | $2,601 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,528 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $9,601 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,528 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $14,345,793 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $14,858,368 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $4,532,087 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $4,894,760 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,877,880 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,753,128 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,887,481 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $19,754,656 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,877,880 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $98,353 | ExcessRevenueOverExpensesAmt |
| Other Increases | $776,895 | OtherIncreasesAmt |
| Subtotal | $19,753,128 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $19,753,128 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| WF DESIGNATED FD- S/T COVERED- SEE ATTACHMENT | P | $713,011 | $676,546 | $36,465 | $36,465 |
| WF DESIGNATED FD- S/T NONCOVERED- SEE ATTACHMENT | P | $203,873 | $203,887 | -$14 | -$14 |
| WF DESIGNATED FD- L/T COVERED- SEE ATTACHMENT | P | $658,878 | $690,043 | -$31,165 | -$31,165 |
| WF DESIGNATED FD- L/T NONCOVERED- SEE ATTACHMENT | P | $65,230 | $80,479 | -$15,249 | -$15,249 |
| WF UNDESIGNATED FD- S/T COVERED- SEE ATTACHMENT | P | $2,555,050 | $2,434,347 | $120,703 | $120,703 |
| WF UNDESIGNATED FD- S/T NONCOVERED- SEE ATTACHMENTWF UNDESIGNATED FD- L/T CO | P | $700,000 | $700,090 | -$90 | -$90 |
| WF UNDESIGNATED FD- L/T COVERED- SEE ATTACHMENT | P | $2,177,638 | $2,263,956 | -$86,318 | -$86,318 |
| WF UNDESIGNATED FD- L/T NONCOVERED- SEE ATTACHMENT | P | $248,390 | $308,024 | -$59,634 | -$59,634 |
| WF RISING SCHOLARS FD- S/T COVERED- SEE ATTACHMENT | P | $78,195 | $79,646 | -$1,451 | -$1,451 |
| WF RISING SCHOLARS FD- L/T COVERED- SEE ATTACHMENT | P | $6,453 | $7,345 | -$892 | -$892 |
| CEDAR FAIR K-1 | P | -$353 | -$353 | ||
| CAPITAL GAINS DIVIDENDS | P | $375,012 | $375,012 | $375,012 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $337,014 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,550 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,550 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,550 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,009 | 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 | $11,009 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,459 | OverpaymentAmt |
| Applied To ES Tax | $3,459 | 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 | WWW.ASHTABULAFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | KELLEY L KATON | IndividualWithBooksNm |
| Phone | 4409926818 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4510 COLLINS BLVD SUITE 6 | AddressLine1Txt |
| City | ASHTABULA | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44004 | 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 (12 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 |
|---|---|---|---|---|---|---|---|---|
| JOSEPH A MISINEC JR | ||||||||
| 3551 DEER CREEK PALLADIAN CIRCLE | DEERFIELD BEACH | FL | 33442 | PRESIDENT/TRUSTEE | 2.00 | $0 | $0 | $0 |
| CAROLYN TURK | ||||||||
| BOX 101 | ORWELL | OH | 44076 | VICE PRESIDENT/TRUSTEE | 2.00 | $0 | $0 | $0 |
| WILLIAM W HILL | ||||||||
| 2800 SOUTH RIDGE EAST | ASHTABULA | OH | 44004 | TREASURER/TRUSTEE | 2.00 | $0 | $0 | $0 |
| ROY H BEAN | ||||||||
| 6425 WALRATH CIRCLE | ASHTABULA | OH | 44004 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| DR JEROME R BROCKWAY | ||||||||
| 1565 STATE ROUTE 167 | JEFFERSON | OH | 44047 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| RICK COBLITZ | ||||||||
| 5610 MAIN AVE | ASHTABULA | OH | 44004 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| ROGER CORLETT | ||||||||
| 2676 LEE ROAD | ASHTABULA | OH | 44004 | TREASURER/TRUSTEE | 2.00 | $0 | $0 | $0 |
| TIM GREEN | ||||||||
| 4311 LAKE ROAD | CONNEAUT | OH | 44030 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| CHERYLE CHIARAMONTE | ||||||||
| 3881 AUSTINBURG ROAD | ASHTABULA | OH | 44004 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| J TROMBLEY KANICKI | ||||||||
| 6220 GREEN ROAD | ASHTABULA | OH | 44004 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| GLEN W WARNER | ||||||||
| 165 RIVER FALLS DRIVE | DUNCAN | SC | 29334 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| LYNN ZALEWSKI | ||||||||
| 7331 SOUTH RIDGE RD EAST | GENEVA | OH | 44041 | TRUSTEE | 2.00 | $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 | $17,460,392 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $77,931 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,538,323 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $17,538,323 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $263,075 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,275,248 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $863,762 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $863,762 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,550 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,550 | TotalTaxAmt |
| Distributable Before Adj | $856,212 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $856,212 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $856,212 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $667,760 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $667,760 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $667,760 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $856,212 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $30,868 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $45,937 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $55,568 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $6,192 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $138,565 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $667,760 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $667,760 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $138,565 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $138,565 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $49,887 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ONLINE FORM | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4510 COLLINS BLVD | AddressLine1Txt |
| City | ASHTABULA | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4409926818 | RecipientPhoneNum |
| Recipient Email Address | ASHTABULAFDN@GMAIL.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | AMOUNT AND PURPOSE OF REQUEST AND PROOF THAT ORGANIZATION IS A QUALIFYING ORGANIZATION. THESE ARE STANDARD FORMS FOR SCHOLARSHIP PROGRAMS THAT MAY BE OBTAINED FROM FOUNDATION OFFICES. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | RELIGIOUS AND CHARITABLE PURPOSES PRIMARILY TO BENEFIT THE ASHTABULA OHIO AREA. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (65 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| THE GROUNDS INC | ||||||
| 304 E MAIN ST | GENEVA | OH | 44041 | NONE | ORGANIZATION REFURBISHING | $225 |
| SPIDERWEB | ||||||
| 133 W JEFFERSON ST | JEFFERSON | OH | 44047 | NONE | ELECTRICAL WORK AT NEW FACILITY AND SUPPLIES | $3,300 |
| UNIVERSITY HOSPITALS | ||||||
| 870 WEST MAIN ST | GENEVA | OH | 44041 | NONE | COVID 19 RELATED EXPENSES | $32,500 |
| GENEVA CHURCH OF CHRIST | ||||||
| 6699 SHILLING D | GENEVA | OH | 44041 | NONE | GENERAL DONATION | $500 |
| TIFERETH ISRAEL CONGREGATION | ||||||
| PO BOX 739 | ASHTABULA | OH | 44005 | NONE | OPERATIONS AND HEATING | $2,000 |
| LEADERSHIP ASHTABULA COUNTY | ||||||
| PO BOX 643 | ASHTABULA | OH | 44005 | NONE | GENERAL DONATION | $50 |
| ACMC FOUNDATION | ||||||
| 2420 LAKE AVE | ASHTABULA | OH | 44004 | NONE | COVID 19 EXPENSES | $17,500 |
| AFTER SCHOOL DISCOVERY | ||||||
| PO BOX 113 | ASHTABULA | OH | 44005 | NONE | COVID 19 EXPENSES | $5,000 |
| ASHTABULA APL | ||||||
| 5970 GREEN ROAD | ASHTABULA | OH | 44004 | NONE | ANTIBOTICS AND GENERAL DONATION | $1,250 |
| ASHCRAFT INDUSTRIES INC | ||||||
| 5959 GREEN ROAD | ASHTABULA | OH | 44004 | NONE | DEVELOPMENT OF COMPUTER LAB | $700 |
| ASHTABULA ARTS CENTER | ||||||
| 2928 W 13TH ST | ASHTABULA | OH | 44004 | NONE | CHILDREN'S PROGRAMS AND GENERAL DONATION | $6,500 |
| ACCAA | ||||||
| 6920 AUSTINBURG RD | ASHTABULA | OH | 44005 | NONE | COVID 19 EXPENSES AND OH GOV IMAGINATION LIBRARY | $13,000 |
| ASHTABULA COUNTY CONCERTS OF PRAYER | ||||||
| 1432 STOWE ROAD | ASHTABULA | OH | 44004 | NONE | PRAYER BREAKFAST TICKETS | $250 |
| ASHTABULA COUNTY COVERED BRIDGE FESTIVAL | ||||||
| 25 W JEFFERSON ST | JEFFERSON | OH | 44047 | NONE | FESTIVAL COSTS | $300 |
| ASHTABULA COUNTY ESC | ||||||
| 2630 W 14 ST STE A | ASHTABULA | OH | 44004 | NONE | SCHOLASTIC BOWL TSHIRTS | $675 |
| ASHTABULA COUNTY YMCA | ||||||
| 263 PROSPECT RD | ASHTABULA | OH | 44004 | NONE | CHILCARE NEEDS, AFTERSCHOOL PROGRAMS, SCHOLARSHIPS AND GENERAL DONATION | $52,797 |
| A-TECH | ||||||
| 2247 LAKE AVE | ASHTABULA | OH | 44004 | NONE | COVID 19 EXPENSES | $10,000 |
| FIRST CONGREGATIONAL UCC CHURCH OF ANDOVER | ||||||
| PO BOX 113 | ANDOVER | OH | 44003 | NONE | BACKPACK SUPPLIES FOR YOUTH IN NEED | $1,500 |
| BEATITUDE HOUSE | ||||||
| 3404 LAKE AVE | ASHTABULA | OH | 44004 | NONE | COVID 19 EXPENSES, TWIN BED SHEETS AND GENERAL DONATIONS | $12,000 |
| BIRTHCARE OF ASHTABULA COUNTY | ||||||
| 3703 STATION AVE | ASHTABULA | OH | 44004 | NONE | DIAPERS AND FORMULA | $1,150 |
| BLESSINGS IN A BACKPACK | ||||||
| 4314 SHADY LANE | CONNEAUT | OH | 44030 | NONE | WEEKEND MEALS FOR SCHOOL AGE YOUTH | $2,000 |
| CADENCE CARE NETWORK | ||||||
| 165 E PARK AVE | NILES | OH | 44446 | NONE | GENERAL | $300 |
| CATHOLIC CHARITIES OF ASHTABULA COUNTY | ||||||
| 4200 PARK AVE 3RD FLOOR | ASHTABULA | OH | 44004 | NONE | COVID 19 EXPENSES, HOMELESS FOOD PACKS AND GENERAL | $12,250 |
| COMMUNITY COUNSELING CENTER | ||||||
| 3801 C COURT | ASHTABULA | OH | 44004 | NONE | JOB START UP ITEMS | $1,000 |
| CONNEAUT HUMAN RESOURCES CENTER | ||||||
| 327 MILL STREET | CONNEAUT | OH | 44030 | NONE | GENERAL DONATION | $1,000 |
| CONVERSATION STATION | ||||||
| 18 E MAIN ST | ORWELL | OH | 44076 | NONE | SUMMER PROGRAMS FOR YOUTH | $500 |
| COUNTRY NEIGHBOR | ||||||
| PO BOX 212 | ORWELL | OH | 44076 | NONE | COVID 19 EXPENSS AND GENERAL DONATIONS | $48,116 |
| CYNTHIA NYE MARSH | ||||||
| 53503 CARPENTER ROAD | ASHTABULA | OH | 44004 | NONE | CHILDRENS PLAY AREA | $1,000 |
| FEED OUR VETS | ||||||
| 433 CENTER ST | ASHTABULA | OH | 44004 | NONE | COVID 19 EXPENSES | $3,000 |
| FIRST PRESBYTERIAN CHURCH | ||||||
| 4317 PARK AVE | ASHTABULA | OH | 44004 | NONE | ELEVATOR DOOR REPLACEMENT | $1,500 |
| GO COMMUNITY DEVELOPMENT CENTER | ||||||
| 3702 STATION AVE | ASHTABULA | OH | 44004 | NONE | COVID 19 EXPENSES, SOUP KITCHEN, HYGIENE BAGS AND SHOE/BOOT CLOSET | $16,650 |
| GENEVA FOOD PANTRY | ||||||
| 505 WEST MAIN | GENEVA | OH | 44041 | NONE | FUNDS FOR MEAT | $1,300 |
| THE GOOD KARMA KITCHEN | ||||||
| 3312 LAKE AVE | ASHTABULA | OH | 44004 | NONE | TO SERVE THE HUNGRY | $1,000 |
| GRAND RIVER ACADEMY | ||||||
| 3042 COLLEGE STREET | AUSTINBURG | OH | 44010 | NONE | HOLIDAY CELEBRATIONS FOR STUDENTS | $2,000 |
| GRAND VALLEY SCHOOLS | ||||||
| 111 GRAND VALLEY AVE STE A | ORWELL | OH | 44076 | NONE | COATS FOR KIDS | $3,200 |
| H2O MISSIONS INC | ||||||
| PO BOX 52 | JEFFERSON | OH | 44047 | NONE | RAMP INSTALLATION | $600 |
| HOMESAFE INC | ||||||
| PO BOX 702 | ASHTABULA | OH | 44005 | NONE | COVID 19 EXPENSES, VINYL PLANK FLOORING AND GENERAL DONATION | $11,800 |
| HOSPICE OF THE WESTERN RESERVE | ||||||
| 1166 LAKE AVE | ASHTABULA | OH | 44004 | NONE | COMFORT BUDDIES | $600 |
| JEFFERSON AREA LITTLE LEAGUE | ||||||
| 1314-1398 N MARKET ST | JEFFERSON | OH | 44047 | NONE | UNIFORMS, GEAR AND FIELD MAINTENANCE | $1,200 |
| THE LEGAL AID SOCIETY OF CLEVELAND | ||||||
| 121 E WALNUT ST | JEFFERSON | OH | 44047 | NONE | COVID 19 EXPENSES | $10,000 |
| LIGHTS ON THE LAKE | ||||||
| PO BOX 1395 | ASHTABULA | OH | 44005 | NONE | GENERAL DONATION | $250 |
| MCMILLEN HEALTH | ||||||
| 600 JIM KELLEY BLVD | FORT WAYNE | IN | 46814 | NONE | EXPANSION OF BRUCH ORAL | $2,700 |
| NEW LEAF CHILDCARE | ||||||
| 110 GATEWAY AVENUE | CONNEAUT | OH | 44030 | NONE | ADA COMPLIANT DOORS | $2,000 |
| PROJECT MKC | ||||||
| 6961 SOUTHERN BLVD STE A | YOUNGSTOWN | OH | 44512 | NONE | COVID 19 EXPENSES AND COMFORT KITS | $3,200 |
| PUBLIC BROADCASTING OF NW PA | ||||||
| 8425 PEACH ST | ERIE | PA | 16509 | NONE | ASHTABULA TRAIN DISASTER GRANT | $15,000 |
| SALVAION ARMY ASHTABULA | ||||||
| PO BOX 5847 | CLEVELAND | OH | 44101 | NONE | COVID 19 EXPENSES | $10,000 |
| SAMARITAN HOUSE | ||||||
| 4125 STATION AVE | ASHTABULA | OH | 44004 | NONE | COVID 19 EXPENSE, BATHROOM UPGRADE AND GENERAL DONATION | $11,250 |
| SHELDON CALVARY CAMP | ||||||
| 4411 LAKE ROAD | CONNEAUT | OH | 44030 | NONE | GENERAL DONATION | $900 |
| MANNA FOOD PANTRY | ||||||
| 89 E SATIN ST | JEFFERSON | OH | 44047 | NONE | SUMMER LUNCH BAGS FOR CHILDREN | $1,850 |
| ST PETERS EPISCOPAL CHURCH | ||||||
| 4901 MAIN AVENUE | ASHTABULA | OH | 44004 | NONE | GENERAL DONATION | $1,000 |
| THE NATURE CONSERVANCY | ||||||
| 3973 CALLENDER ROAD | ROCK CREEK | OH | 44084 | NONE | PLANKTON NET | $266 |
| UNITED WAY OF ASHTABULA COUNTY | ||||||
| 3705 STATE ROAD STE 203 | ASHTABULA | OH | 44004 | NONE | 2020-2021 CAMPAIGN AND COVID 19 EXPENSES | $85,000 |
| VALLEY COMMUNITY GROWTH CONNECTION | ||||||
| PO BOX 514 | ORWELL | OH | 44076 | NONE | SPLASH PAD PROJECT | $1,793 |
| OUR LADY OF PEACE PARISH | ||||||
| 3312 LAKE AVE | ASHTABULA | OH | 44004 | NONE | FOOD PANTRY | $2,000 |
| CLEVELAND RAPE CRISIS CENTER | ||||||
| 1228 EUCLID AVE STE 200 | CLEVELAND | OH | 44115 | NONE | GENERAL DONATIONS | $11,500 |
| AMERICAN RED CROSS | ||||||
| 3447 EUCLID AVE | CLEVELAND | OH | 44115 | NONE | COVID 19 EXPENSES | $500 |
| PEOPLES BAPTIST CHURCH | ||||||
| 3837 WEST AVE | ASHTABULA | OH | 44004 | NONE | GENERAL DONATION | $500 |
| REMOTE AREA MEDICAL | ||||||
| 2200 STOCK CREEK BLVD | ROCKFORD | TN | 37853 | NONE | MEDICAL CLINIC | $5,000 |
| TRINITY PRESBYTERIAN CHURCH | ||||||
| 1342 WEST PROSPECT RD | ASHTABULA | OH | 44004 | NONE | GENERAL DONATION | $300 |
| HARBOR CAT RESCUE | ||||||
| 1725 HIGHLAND LANE | ASHTABULA | OH | 44004 | NONE | GENERAL DONATION | $500 |
| ACMC | ||||||
| 2259 LAKE AVE | ASHTABULA | OH | 44004 | GENERAL DONATION | $60,004 | |
| UNIVERSITY OF THE SCIENCES PHILADELPHIA | ||||||
| 600 S 43RD STREET | PHILADELPHIA | PA | 19104 | NONE | GENERAL DONATION | $16,804 |
| SECOND CONGREGATIONAL CHURCH | ||||||
| 319 LAKE AVE | ASHTABULA | OH | 44004 | NONE | GENERAL DONATION | $4,916 |
| THE 47 CLUB II | ||||||
| PO BOX 517 | ASHTABULA | OH | 44005 | NONE | GENERAL DONATION | $4,019 |
| COLLEGE SCHOLARSHIPS | ||||||
| 4510 COLLINS BOULEVARD SUITE 6 | ASHTABULA | OH | 44004 | NONE | COLLEGE SCHOLARSHIPS | $46,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $567,465 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $390,264 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $375,012 | ExclusionAmt |
| Related Or Exempt Function Incm | -$37,998 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| OTHER INCOME | $12,977 |
| SUSPENDED LOSSES FROM PTP- SEE ATTACHED STATEMENT | -$47,728 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $765,276 | ExclusionAmt |
| Related Or Exempt Function Incm | -$72,749 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $692,527 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11A | LineNumberTxt |
| Relationship Statement | MISCELLANEOUS INCOME EARNED IN THE COURSE OF CARRYING OUT THE FOUNDATION'S CHARITABLE PURPOSES. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (8 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| CHERYLE CHIARAMONTE | ||||||
| 1 | 3881 AUSTINBURG RD | ASHTABULA | OH | 44004 | $10,000 | Yes (X) |
| HUFFMAN MEYER PAOLA WEALTH MGMT | ||||||
| 2 | 3705 STATE RD STE 100 | ASHTABULA | OH | 44004 | $10,000 | Yes (X) |
| J LINCOLN MORRIS | ||||||
| 3 | 5239 LAKE RD WEST 303 | ASHTABULA | OH | 44004 | $5,000 | Yes (X) |
| THE BUSINESS OF GOOD FOUNDATION | ||||||
| 4 | PO BOX 2838 | ASHTABULA | OH | 44004 | $5,000 | Yes (X) |
| SEARCY FAMILY | ||||||
| 5 | 3216 REMINGTON PARK DRIVE | STOW | OH | 44224 | $44,757 | Yes (X) |
| G RICHARD COBLITZ | ||||||
| 6 | 560 KNOLLWOOD DR | ASHTABULA | OH | 44004 | $50,000 | Yes (X) |
| MARK A COBILTZ | ||||||
| 7 | 850 PUGH ROAD | WAYNE | PA | 19087 | $50,000 | Yes (X) |
| PAULA CLAPP | ||||||
| 8 | 3216 REMINGTON PARK DRIVE | STOW | PA | 44224 | $14,919 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING/AUDIT/TAX FEES | $8,500 | $2,125 | $6,375 |
| CONTRACT SERVICES | $1,959 | $490 | $1,469 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PTP SUSPENDED LOSSES | IdentifierTxt |
| Form And Line Reference | 990-PF PAGE 1 | FormAndLineReferenceDesc |
| Medium Explanation | THE ASHTABULA FOUNDATION HOLDS PUBLICLY TRADED PARTNERSHIPS WITH SUSPENDED LOSSES. THE 2020 LOSSES ARE $-47,728. PRIOR YEAR LOSSES ARE $-8,777. THE TOTAL 2020 CARRYOVER OF PTP LOSSES IS $-56,505 | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DESIGNATED FUNDS | $91,799 | $91,799 |
| UNDESIGNATED FUNDS | $356,068 | $356,068 |
| RISING SCHOLARS FUNDS | $7,418 | $7,418 |
| COBLITZ FUND | $16,762 | $16,762 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DESIGNATED FUNDS | $1,217,312 | $1,217,312 |
| UNDESIGNATED FUNDS | $4,128,197 | $4,128,197 |
| RISING SCHOLARS FUNDS | $114,872 | $114,872 |
| COBLITZ FUND | $88,838 | $88,838 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $618 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $618 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DESIGNATED FUNDS | FMV | $3,154,223 | $3,154,223 |
| UNDESIGNATED FUNDS | FMV | $10,289,646 | $10,289,646 |
| RISING SCHOLARS FUNDS | FMV | $202,323 | $202,323 |
| COBLITZ FUND | FMV | $593 | $593 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTANGIBLE ASSETS | Desc |
| BOY Book Value | $7,758 | BOYBookValueAmt |
| EOY Book Value | $2,858 | EOYBookValueAmt |
| EOYFMV | $2,858 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES | $2,196 | $549 | $1,647 |
| EQUIPMENT RENTAL | $3,713 | $928 | $2,785 |
| INSURANCE | $600 | $150 | $450 |
| NEW EQUIPMENT | $7,162 | $1,790 | $5,372 |
| MARKETING | $11,000 | $2,750 | $8,250 |
| MISCELLANEOUS | $758 | $190 | $568 |
| OFFICE SUPPLIES | $556 | $139 | $417 |
| TELEPHONE/INTERNET | $2,295 | $574 | $1,721 |
| YOUTH PHILANTHROPY STIPEND AND EXPENSES | $8,594 | $2,148 | $6,446 |
| POSTAGE | $875 | $219 | $656 |
| TRAINING | $125 | $31 | $94 |
| AMORTIZATION | $4,900 | $1,225 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| OTHER INCOME | $12,977 | $12,977 |
| SUSPENDED LOSSES FROM PTP- SEE ATTACHED STATEMENT | -$47,728 | -$47,728 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN(LOSS) ON INVESTMENTS | $734,014 |
| PTP K-1- BOOK TO TAX DIFFERENCE (INT/DIV) | $42,881 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL WITHHOLDINGS | Desc |
| BOY Book Value | $2,601 | BOYBookValueAmt |
| EOY Book Value | $1,528 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CUSTODIAL FEES | CategoryTxt |
| Amt | $87,253 | Amt |
| Net Investment Income | $87,253 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $4,565 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |