TUSCORA PARK HEALTH AND WELLNESS FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- TUSCORA PARK HEALTH AND WELLNESS FOUNDATION (EIN 34-1193807)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-08-24
- IRS object ID
- 202102369349100710
- Schema version
- 2020v4.0
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-08-24T10:02:43-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 463759655 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUMEN CPA INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10091 BRECKSVILLE RD SUITE C | AddressLine1Txt |
| City | BRECKSVILLE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441413611 | 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 | 341193807 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TUSCORA PARK HEALTH & WELLNESS | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TUSC | BusinessNameControlTxt |
| Phone | 3307455995 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 460 WEST PAIGE AVENUE | AddressLine1Txt |
| City | BARBERTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44203 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL MOLDVAY | PersonNm |
| Person Title | SECRETARY/TREASURER | PersonTitleTxt |
| Phone | 3307455995 | PhoneNum |
| Signature | 2021-08-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHAEL | PersonFirstNm |
| Person Last | MOLDVAY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARTIN F KOPMEYER CPA | PreparerPersonNm |
| PTIN | P00299022 | PTIN |
| Phone | 4403974142 | PhoneNum |
| Preparation | 2021-08-24 | PreparationDt |
| 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 | $5,035,858 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $4,376 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $304,873 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $304,873 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $175,916 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,125,990 | GrossSalesPriceAmt |
| Total Rev And Expnss | $485,165 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $304,873 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,000 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $44,896 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $44,896 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,958 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $200 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $3,158 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,158 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $52,012 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $50,254 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $209,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $211,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $261,212 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $50,254 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $211,700 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $223,953 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $254,619 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,318 | CashBOYAmt |
| Cash EOY | $327 | CashEOYAmt |
| Cash EOYFMV | $327 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $294,814 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $332,678 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $332,678 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $549 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $549 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $549 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $560,681 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $398,676 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $398,676 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,403,029 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,929,742 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,929,742 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $366,515 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $373,886 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $373,886 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $4,633,906 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,035,858 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,035,858 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,250 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,250 | AccountsPayableEOYAmt |
| Grants Payable BOY | $7,500 | GrantsPayableBOYAmt |
| Grants Payable EOY | $5,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $8,750 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,250 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,371,329 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,744,302 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $253,827 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $285,306 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,625,156 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,029,608 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,633,906 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,035,858 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,625,156 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $223,953 | ExcessRevenueOverExpensesAmt |
| Other Increases | $180,499 | OtherIncreasesAmt |
| Subtotal | $5,029,608 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,029,608 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,539 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,539 | SubtotalAmt |
| Tax Based On Investment Income | $3,539 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,200 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $3,300 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $4,500 | TotalPaymentsAndCreditsAmt |
| Overpayment | $961 | OverpaymentAmt |
| Applied To ES Tax | $961 | AppliedToESTaxAmt |
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 | WWW.BARBERTONCF.ORG/TPHWF | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARBERTON COMMUNITY FNDTN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3307455995 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 460 WEST PAIGE AVENUE | AddressLine1Txt |
| City | BARBERTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44203 | 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 | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| 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 (13 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 |
|---|---|---|---|---|---|---|---|---|
| KATHY ELKINS | ||||||||
| 460 WEST PAIGE | BARBERTON | OH | 44203 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| PATTI CLEARY | ||||||||
| 460 WEST PAIGE AVE | BARBERTON | OH | 44203 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| DR DOUGLAS GORMLEY | ||||||||
| 460 WEST PAIGE AVENUE | BARBERTON | OH | 44203 | CHAIRMAN | 0.50 | $0 | $0 | $0 |
| MARY JO GOSS | ||||||||
| 460 WEST PAIGE AVE | BARBERTON | OH | 44203 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| DAVID STEPHENS | ||||||||
| 460 WEST PAIGE AVE | BARBERTON | OH | 44203 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| LARRY LAUTER | ||||||||
| 460 WEST PAIGE AVE | BARBERTON | OH | 44203 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| AARON LEPP | ||||||||
| 460 WEST PAIGE AVE | BARBERTON | OH | 44203 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| DON WOOD | ||||||||
| 460 WEST PAIGE AVE | BARBERTON | OH | 44203 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| MICHAEL MOLDVAY | ||||||||
| 460 WEST PAIGE AVE | BARBERTON | OH | 44203 | SECRETARY/TR | 0.50 | $0 | $0 | $0 |
| JASON ONDRUS | ||||||||
| 460 WEST PAIGE AVE | BARBERTON | OH | 44203 | CHAIR | 0.50 | $0 | $0 | $0 |
| DIANA STEVENSON | ||||||||
| 460 WEST PAIGE AVE | BARBERTON | OH | 44203 | VICE CHAIR | 0.50 | $0 | $0 | $0 |
| DANIEL WARDER | ||||||||
| 460 WEST PAIGE AVE | BARBERTON | OH | 44203 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| SHAWNNA JONES | ||||||||
| 460 WEST PAIGE AVE | BARBERTON | OH | 44203 | TRUSTEE | 0.50 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | DIRECT GRANTS TO 30 ORGANIZATIONS FOR HEALTH AND WELLNESS PROGRAMS. | Description1Txt |
| Expenses1 | $180,000 | Expenses1Amt |
| Description2 | SCHOLARSHIPS FOR 12 NURSING STUDENTS. | Description2Txt |
| Expenses2 | $29,200 | Expenses2Amt |
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 | $4,208,711 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $290,685 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,499,396 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,499,396 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $67,491 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,431,905 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $221,595 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $221,595 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,539 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,539 | TotalTaxAmt |
| Distributable Before Adj | $218,056 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $218,056 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $218,056 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $211,700 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $211,700 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $211,700 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $218,056 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $106,349 | UndistributedIncomePYAmt |
| Qualifying Distributions | $211,700 | QualifyingDistributionsAmt |
| Applied To Year1 | $106,349 | AppliedToYear1Amt |
| Applied To Current Year | $105,351 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $112,705 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SEE ATTACHED STMT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 460 W PAIGE AVE | AddressLine1Txt |
| City | BARBERTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3307455995 | RecipientPhoneNum |
| Form And Info And Materials | SEE ATTACHED STMT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE ATTACHED STMT | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE ATTACHED STMT | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AKRON CANTON REGIONAL FOOD BANK | |||||||
| 350 OPPORTUNITY PARKWAY | AKRON | OH | 44307 | PC | BARBERTON FOOD DISTRIBUTION | $7,500 | |
| FAMILY PROMISE OF SUMMIT COUNTY | |||||||
| 111 E VORIS STREET | AKRON | OH | 44311 | PC | FAMILY WELLNESS INITIATIVE | $5,000 | |
| GREENLEAF FAMILY CENTER | |||||||
| 580 GRANT ST | AKRON | OH | 44311 | PC | ADOLESCENT SUICIDE PREVENTION | $7,000 | |
| ABIGAIL WENTZ | |||||||
| PO BOX 5190 | KENT | OH | 44242 | SCHOLARSHIP | $2,000 | ||
| LAKE ANNA YMCA | |||||||
| 475 NORTON AVENUE | BARBERTON | OH | 44203 | BARBERTON SCHOOLS LATCHKEY PROGRAMS | $10,000 | ||
| MADELYN GAY | |||||||
| 2600 CLEVELAND AVE | CANTON | OH | 44709 | SCHOLARSHIP | $2,000 | ||
| OPEN M | |||||||
| 941 PRINCETON ST | AKRON | OH | 44311 | PC | OPEN M MEDICAL & DENTAL CLINIC | $5,000 | |
| GREATER AKRONMAHONING VY RED CROSS | |||||||
| 501 WEST MARKET ST | AKRON | OH | 44303 | PA | DISASTER CYCLE | $1,000 | |
| ASHLEY MANNING | |||||||
| 6200 FRANK AVE | CANTON | OH | 44720 | SCHOLARSHIP | $1,500 | ||
| STEWART'S CARING PLACE | |||||||
| 2955 WEST MARKET ST | AKRON | OH | 44333 | CANCER HEALTH & WELLNESS PROGRAMS | $5,000 | SUITE R | |
| UNITED WAY OF SUMMIT COUNTY | |||||||
| 37 N HIGH ST | AKRON | OH | 44308 | PC | 2-1-1 SERVICES FOR BARBERTON RES | $10,000 | |
| HEIDI HARTZLER | |||||||
| 277 E BUCHTEL AVE | AKRON | OH | 44325 | SCHOLARSHIP | $2,000 | ||
| TYLER MITCHELL | |||||||
| 277 E BUCHTEL AVE | AKRON | OH | 44325 | SCHOLARSHIP | $2,500 | ||
| MACY RIES | |||||||
| 277 E BUCHTEL AVE | AKRON | OH | 44325 | SCHOLARSHIP | $3,000 | ||
| MEGAN NEFF | |||||||
| 277 E BUCHTEL AVE | AKRON | OH | 44325 | SCHOLARSHIP | $2,000 | ||
| VICTORY GALLOP | |||||||
| 1745 HAMETOWN RD | AKRON | OH | 44333 | PC | CHILDREN WITH SPECIAL NEEDS | $3,500 | |
| BATTERED WOMEN'S SHELTER | |||||||
| 974 E MARKET | AKRON | OH | 44305 | PC | CHILD SAFETY RESTRAINT PROGRAM | $3,600 | |
| BROKEN CHAINS JAIL & PRISON MINISTR | |||||||
| 2233 25TH ST | AKRON | OH | 44314 | PC | WORKFORCE DEV/LYDIA'S HOME RECOVERY | $5,000 | |
| AXESSPOINT | |||||||
| 1400 S ARLINGTON STE 38 | AKRON | OH | 44306 | PC | FOOD IS MEDICINE PROGRAM EXPANSION | $15,000 | |
| CUYAHOGA VALLEY COUNTRYSIDE CONSERV | |||||||
| 4965 QUICK RD | PENINSULA | OH | 44264 | PC | FARMERS' MARKET FOOD EXPANSION | $5,000 | |
| PREVENT BLINDNESS NE OHIO | |||||||
| 6803 MAYFIELD RD | CLEVELAND | OH | 44134 | PC | VISION CARE OUTREACH | $1,200 | SUITE 111 |
| FAMILY & COMM SERVICES | |||||||
| 705 OAKWOOD ST SUITE 221 | RAVENNA | OH | 44266 | PC | MEALS & SUPPLEMENTS | $2,000 | |
| SUMMA HEALTH SYSTEM | |||||||
| 525 E MARKET ST | AKRON | OH | 44304 | PC | SUMMA BARBERTON CONFERENCE RM AV | $10,000 | |
| EMBRACING FUTURES | |||||||
| 50 S MAIN ST STE LL100 | AKRON | OH | 44278 | PC | ORTHODONTIC CARE PROGRAM | $11,168 | |
| RENEE ANDREWS | |||||||
| CHUBB HALL 020 | ATHENS | OH | 45701 | SCHOLARSHIP | $1,000 | ||
| UNITED DISABILITY SERVICES | |||||||
| 701 S MAIN ST | AKRON | OH | 44311 | EQUIPMENT REPLACEMENT MED TRANS | $13,100 | ||
| AKRON-CANTON REGIONAL FOODBANK | |||||||
| 350 OPPORTUNITY PKWY | AKRON | OH | 44307 | BARBERTON DIRECT DISTRIBUTION PROGRA | $7,500 | ||
| OHIO & ERIE CANALWAY COALITION | |||||||
| 47 W EXCHANGE STREET | AKRON | OH | 44308 | SUMMIT BIKE SHARE | $2,000 | ||
| BARBERTON MIDDLE SCHOOL | |||||||
| 477 4TH ST NW | BARBERTON | OH | 44203 | THE CALM TO AVOID THE STORM | $3,326 | ||
| OHIO GUIDESTONE | |||||||
| 3094 W MARKET ST STE 105 | FAIRLAWN | OH | 44333 | SUMMIT COUNTY BARRIERS BUSTER PROG | $3,000 | ||
| THE BEN CURTIS FAMILY FOUNDATION | |||||||
| 1675 E MAIN ST SUITE 260 | KENT | OH | 44240 | BIRDIE BAG PROGRAM | $10,000 | ||
| EMBRACE CLINIC & CARE CENTER | |||||||
| 180 1ST ST NE | BARBERTON | OH | 44203 | STEADFAST FATHERS EDUCATIONAL PROG | $1,200 | ||
| RAPE CRISIS CENTER | |||||||
| 974 E MARKET STREET | AKRON | OH | 44305 | RAPE CRISIS CENTER SUMMITCO ADVOCATE | $8,500 | ||
| CHAIR-ITY INC | |||||||
| 3643 N SHORE DR | AKRON | OH | 44333 | SUMMIT CO EMANCIPATED YOUTH | $3,000 | ||
| MAGICAL THEATRE COMPANY | |||||||
| 564 WTUSCARAWAS AVE 307 | BARBERTON | OH | 44203 | PBIS VIDEO PROJECT | $7,500 | ||
| RED OAK BEHAVIORAL HEALTH | |||||||
| 611 W MARKET AVENUE | AKRON | OH | 44303 | BARBERTON COMMUNITY WELLNESS COLL | $6,406 | ||
| KENNEDY GRIEST | |||||||
| 1972 CLARK AVE | ALLIANCE | OH | 44601 | SCHOLARSHIP | $5,000 | ||
| ZACHARY SCALF | |||||||
| 11715 GARFIELD RD | HIRAM | OH | 44234 | SCHOLARSHIP | $5,000 | ||
| ISABEL SWYM | |||||||
| 2600 CLEVELAND AVE | CANTON | OH | 44709 | SCHOLARSHIP | $2,000 | ||
| RETURNED SCHOLARSHIPS | |||||||
| 460 WEST PAIGE AVENUE | BARBERTON | OH | 44203 | SCHOLARSHIPS | -$800 | ||
| MAKENZIE GRICE | |||||||
| 1972 CLARK AVE | ALLIANCE | OH | 44601 | SCHOLARSHIP | $2,000 | ||
| BARBERTON COMMUNITY FOUNDATION | |||||||
| 460 W PAIGE AVE | BARBERTON | OH | 44203 | COVID-19 EMERGENCY RESPONSE GRANT | $10,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $211,700 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIRST TEE - GREATER AKRON | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 S HAWKINS AVENUE 3 | AddressLine1Txt |
| City | AKRON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44314 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | YOUTH DEVELOPMENT THROUGH GOLF | GrantOrContributionPurposeTxt |
| Amt | $5,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $5,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $304,873 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $175,916 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $304,873 | ExclusionAmt |
| Related Or Exempt Function Incm | $175,916 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $480,789 | 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 FEES | CategoryTxt |
| Amt | $2,000 | Amt |
| Net Investment Income | $2,000 | NetInvestmentIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|
| SHORT-TERM - SEE ATTACHED | PURCHASE | $192,026 | $161,514 | $30,512 |
| LONG-TERM 230 - SEE ATTACHED | PURCHASE | $722,178 | $578,421 | $143,757 |
| LONG -TERM 123 - SEE ATTACHED | PURCHASE | $211,786 | $210,139 | $1,647 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SEE ATTACHED | BondNm |
| EOY Book Value | $373,886 | EOYBookValueAmt |
| EOYFMV | $373,886 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SEE ATTACHED | $2,359,102 | $2,359,102 |
| SEE ATTACHED | $1,570,640 | $1,570,640 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $398,676 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $398,676 | USGovtObligationsEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| BANK AND CREDIT CARD FEES | $67 | $67 |
| INSURANCE | $3,089 | $3,089 |
| MISCELLANEOUS | $2 | $2 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $180,499 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT AND CUSTODIAL FEES | $5,142 | $5,142 |
| MANAGEMENT FEES | $5,000 | $5,000 |
| CUSTODIAL FEES | $34,754 | $34,754 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| STATE OF OHIO ANNUAL FEE | $200 | $200 |
| FEDERAL TAX | $1,758 |