EDWARD AND RUTH WILKOF FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- EDWARD AND RUTH WILKOF FOUNDATION (EIN 34-1536119)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2025-07-17
- IRS object ID
- 202531989349100703
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-07-17T09:15:26-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 340677006 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MALONEY NOVOTNY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4774 MUNSON STREET NW SUITE 402 | AddressLine1Txt |
| City | CANTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 447183634 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341536119 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDWARD & RUTH WILKOF FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EDWA | BusinessNameControlTxt |
| Phone | 3309669400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4774 MUNSON STREET NW 402 | AddressLine1Txt |
| City | CANTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44718 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID SCHRADE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3309669400 | PhoneNum |
| Signature | 2025-07-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID J SCHRADE | PreparerPersonNm |
| PTIN | P00015836 | PTIN |
| Phone | 3309669400 | PhoneNum |
| 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 | $1,143,358 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $55 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $55 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $25,922 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $25,922 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $110,138 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $507,551 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $110,138 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $136,115 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $136,115 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $2,034 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,130 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,130 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,527 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,527 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $225 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,916 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,657 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $149,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $149,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $166,666 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,657 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $149,750 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$30,551 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $127,458 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $20,130 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,552 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,552 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $492,944 | CorporateStockBOYAmt |
| Corporate Stock EOY | $507,583 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,009,847 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $128,053 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $97,441 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $127,959 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $641,127 | TotalAssetsBOYAmt |
| Total Assets EOY | $610,576 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,143,358 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,290,946 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,395,943 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$2,649,819 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$2,785,367 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $641,127 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $610,576 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $641,127 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $610,576 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $641,127 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$30,551 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $610,576 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $610,576 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (41 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| AGNC INVESTMENT CORP | 2025-01-01 | 2025-03-11 | $10,837 | $11,016 | -$179 | -$179 | |
| AGNC INVESTMENT CORP | 2025-01-01 | 2025-03-12 | $122 | $123 | -$1 | -$1 | |
| AGNC INVESTMENT CORP | 2025-01-01 | 2025-03-14 | $9 | $10 | -$1 | -$1 | |
| BOISE CASCADE CO. | 2001-01-01 | 2025-04-14 | $25,708 | $28,265 | -$2,557 | -$2,557 | |
| BOISE CASCADE CO. | 2025-03-19 | 2025-04-16 | $26 | $27 | -$1 | -$1 | |
| CATERPILLAR INC. | 2001-01-01 | 2025-03-14 | $14,226 | $7,662 | $6,564 | $6,564 | |
| COSTCO WHOLESALE CORP | 2019-03-13 | 2025-05-23 | $5,050 | $1,180 | $3,870 | $3,870 | |
| DAVITA INC. | 2025-03-14 | 2025-06-25 | $10,560 | $10,859 | -$299 | -$299 | |
| HERSHEY COMPANY | 2025-01-01 | 2025-01-03 | $11,183 | $12,457 | -$1,274 | -$1,274 | |
| HERSHEY COMPANY | 2025-01-01 | 2025-01-07 | $148 | $170 | -$22 | -$22 | |
| NUCOR CORP | 2001-01-01 | 2025-01-03 | $7,004 | $7,541 | -$537 | -$537 | |
| NUCOR CORP | 2025-01-01 | 2025-01-07 | $100 | $137 | -$37 | -$37 | |
| NVIDIA CORP | 2021-07-22 | 2025-04-30 | $16,144 | $2,938 | $13,206 | $13,206 | |
| NVIDIA CORP | 2021-07-22 | 2025-05-23 | $4,961 | $744 | $4,217 | $4,217 | |
| PEPSICO, INC. | 2001-01-01 | 2025-05-12 | $2,493 | $2,912 | -$419 | -$419 | |
| TEXAS PACIFIC LAND CORP | 2024-05-08 | 2025-05-23 | $5,000 | $2,260 | $2,740 | $2,740 | |
| FIDELITY INVT MONEY MARKET GOVT | 2025-01-01 | 2025-05-23 | $120,000 | $120,000 | $0 | $0 | |
| GROWTH FUND OF AMERICA | 2020-10-23 | 2025-05-23 | $5,000 | $4,168 | $832 | $832 | |
| ALLSPRING ADVANTAGE MULTI SECTOR INCOME FUND | 2001-01-01 | 2025-01-03 | $44,381 | $48,946 | -$4,565 | -$4,565 | |
| ALLSPRING ADVANTAGE MULTI SECTOR INCOME FUND | 2025-01-02 | 2025-01-07 | $4 | $4 | $0 | $0 | |
| APPLE INC. | 2001-01-01 | 2024-10-22 | $17,604 | $3,074 | $14,530 | $14,530 | |
| CISCO SYSTEMS | 2001-01-01 | 2024-07-03 | $18,183 | $12,660 | $5,523 | $5,523 | |
| COSTCO WHOLESALE CORP | 2001-01-01 | 2024-10-22 | $8,894 | $3,301 | $5,593 | $5,593 | |
| MICROSOFT CORP | 2001-01-01 | 2024-10-22 | $11,115 | $3,375 | $7,740 | $7,740 | |
| MONDELEZ INTERNATIONAL INC | 2024-08-02 | 2024-12-20 | $8,944 | $10,437 | -$1,493 | -$1,493 | |
| MONDELEZ INTERNATIONAL INC | 2024-10-14 | 2024-12-24 | $59 | $71 | -$12 | -$12 | |
| NVIDIA CORP | 2021-07-22 | 2024-07-02 | $12,554 | $1,998 | $10,556 | $10,556 | |
| NVIDIA CORP | 2021-07-22 | 2024-08-26 | $25,398 | $3,918 | $21,480 | $21,480 | |
| NVIDIA CORP | 2021-07-22 | 2024-10-22 | $21,434 | $2,938 | $18,496 | $18,496 | |
| OCCIDENTAL PETROLEUM CORP | 2024-01-01 | 2024-11-21 | $16,824 | $20,105 | -$3,281 | -$3,281 | |
| OCCIDENTAL PETROLEUM CORP | 2024-10-15 | 2024-11-25 | $19 | $19 | $0 | $0 | |
| PARKER-HANNIFIN CORP | 2001-01-01 | 2024-07-02 | $7,577 | $3,456 | $4,121 | $4,121 | |
| PARKER-HANNIFIN CORP | 2017-02-16 | 2024-10-22 | $10,110 | $2,463 | $7,647 | $7,647 | |
| PEPSICO, INC. | 2001-01-01 | 2024-07-02 | $7,812 | $6,074 | $1,738 | $1,738 | |
| SNOWFLAKE INC. | 2024-03-04 | 2024-08-02 | $8,857 | $13,288 | -$4,431 | -$4,431 | |
| STELLANTIS N V | 2024-01-01 | 2024-11-04 | $16,062 | $20,804 | -$4,742 | -$4,742 | |
| STELLANTIS N V | 2024-05-03 | 2024-11-06 | $8 | $13 | -$5 | -$5 | |
| FIDELITY INVT MONEY MARKET GOVT | 2024-07-09 | 2024-08-02 | $3,000 | $3,000 | $0 | $0 | |
| FIDELITY INVT MONEY MARKET GOVT | 2024-07-09 | 2024-08-29 | $15,000 | $15,000 | $0 | $0 | |
| FIDELITY INVT MONEY MARKET GOVT | 2024-01-01 | 2024-11-13 | $10,000 | $10,000 | $0 | $0 | |
| CAPITAL GAINS DIVIDENDS | $5,141 | $5,141 | $5,141 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $110,138 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,772 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,772 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,772 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,880 | 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 | $1,880 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $108 | OverpaymentAmt |
| Applied To ES Tax | $108 | 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 | DAVID SCHRADE CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3309669400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4774 MUNSON STREET NW 402 | AddressLine1Txt |
| City | CANTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44718 | 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 |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID SCHRADE | ||||||||
| 4774 MUNSON STREET NW SUITE 402 | CANTON | OH | 44718 | PRESIDENT | 4.00 | $0 | $0 | $0 |
| MICHAEL SWEENEY | ||||||||
| 1287 OAK KNOLL DRIVE | AKRON | OH | 44333 | SECRETARY | 1.00 | $2,034 | $0 | $0 |
| RICHARD WILKOF | ||||||||
| 718 JEFFERSON AVE | NEW ORLEANS | LA | 70115 | 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 | $1,214,018 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,689 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,223,707 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,223,707 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,356 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,205,351 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $60,268 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $60,268 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,772 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,772 | TotalTaxAmt |
| Distributable Before Adj | $58,496 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $58,496 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $58,496 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $149,750 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $149,750 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $58,496 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $50,423 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $56,862 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $73,198 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $56,063 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $120,276 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $356,822 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $149,750 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $58,496 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $91,254 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $448,076 | 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 | $50,423 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $397,653 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $56,862 | ExcessFromYear4Amt |
| Excess From Year3 | $73,198 | ExcessFromYear3Amt |
| Excess From Year2 | $56,063 | ExcessFromYear2Amt |
| Excess From Year1 | $120,276 | ExcessFromYear1Amt |
| Excess From Current Year | $91,254 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | EDWARD RUTH WILKOF FOUNDATION DAVID | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4774 MUNSON STREET NW SUITE 402 | AddressLine1Txt |
| City | CANTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44718 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3309669400 | RecipientPhoneNum |
| Form And Info And Materials | COMPLETE INFORMATION & MATERIAL RELATING TO REQUEST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO | SubmissionDeadlinesTxt |
| Restrictions On Awards | DONEE MUST HAVE EXEMPT STATUS AS DETERMINED BY THE IRS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AKRON-CANTON REGIONAL FOOD BANK | |||||||
| 350 OPPORTUNITY PARKWAY | AKRON | OH | 44307 | THIRD PARTIES | PUBLIC CHARITY | FOOD FOR NEEDY | $1,000 |
| ARTS IN STARK | |||||||
| 1001 MARKET AVE N | CANTON | OH | 44702 | THIRD PARTIES | PUBLIC CHARITY | CULTURAL PROGRAMS | $1,000 |
| BAYLOR SCOTT & WHITE DALLAS FOUNDATION | |||||||
| 301 N WASHINGTON AVE | DALLAS | TX | 75246 | THIRD PARTIES | FOUNDATION | MEDICAL RESEARCH | $4,000 |
| BERNARD & SANFORD WILKOF POST #73 | |||||||
| 432 30TH ST NW | CANTON | OH | 44709 | THIRD PARTIES | PUBLIC CHARITY | CURRENT NEEDS | $1,250 |
| CANTON JEWISH COMMUNITY FEDERATION | |||||||
| 432 30TH ST NW | CANTON | OH | 44709 | THIRD PARTIES | PUBLIC CHARITY | FUNDRAISING | $1,000 |
| CANTON SYMPHONY ORCHESTRA | |||||||
| 2331 17TH ST NW | CANTON | OH | 44708 | THIRD PARTIES | PUBLIC CHARITY | CULTURAL PROGRAMS | $1,000 |
| CLEVELAND CLINIC FOUNDATION | |||||||
| PO BOX 931517 | CLEVELAND | OH | 44193 | THIRD PARTIES | FOUNDATION | MEDICAL RESEARCH | $20,000 |
| CLEVELAND ORCHESTRA | |||||||
| 11001 EUCLID AVE | CLEVELAND | OH | 44106 | THIRD PARTIES | PUBLIC CHARITY | YOUTH CHORUS | $12,000 |
| FLORIDA CENTER FOR EARLY CHILDHOOD | |||||||
| 4610 17TH ST | SARASOTA | FL | 34235 | THIRD PARTIES | PUBLIC CHARITY | CHILD AND FAMILY DEVELOPMENT | $1,500 |
| FRIENDS OF WWOZ INC | |||||||
| PO BOX 51840 | NEW ORLEANS | LA | 70151 | THIRD PARTIES | PUBLIC CHARITY | CULTURAL PROGRAMS | $25,000 |
| J STREET EDUCATION FUND | |||||||
| PO BOX 66073 | WASHINGTON | DC | 20035 | THIRD PARTIES | PUBLIC CHARITY | EDUCATIONAL PROGRAMS | $12,000 |
| NEW ORLEANS JAZZ & HERITAGE FESTIVAL FOUNDATION INC | |||||||
| 1205 NORTH RAMPERT ST | NEW ORLEANS | LA | 70116 | THIRD PARTIES | PUBLIC CHARITY | CULTURAL PROGRAMS | $25,000 |
| ROTARY CLUB OF CANTON | |||||||
| PO BOX 8300 | CANTON | OH | 44711 | THIRD PARTIES | PUBLIC CHARITY | ENDOWMENT FUND | $1,000 |
| SOUTHERN POVERTY LAW CENTER | |||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | THIRD PARTIES | PUBLIC CHARITY | GENERAL PROGRAMS | $7,500 |
| STARK COUNTY HUNGER TASK FORCE | |||||||
| 408 9TH ST SW | CANTON | OH | 44707 | THIRD PARTIES | PUBLIC CHARITY | FOOD FOR NEEDY | $1,000 |
| TEMPLE ISRAEL | |||||||
| 432 30TH ST NW | CANTON | OH | 44709 | THIRD PARTIES | PUBLIC CHARITY | CURRENT NEEDS | $1,000 |
| THE ROOTS OF MUSIC | |||||||
| 1020 N PRIEUR ST | NEW ORLEANS | LA | 70116 | THIRD PARTIES | PUBLIC CHARITY | CULTURAL PROGRAMS | $10,000 |
| UNITED WAY OF GREATER STARK COUNTY | |||||||
| 401 MARKET AVE NORTH SUITE 300 | CANTON | OH | 44702 | THIRD PARTIES | PUBLIC CHARITY | COMMUNITY PROGRAMS | $1,000 |
| US HOLOCAUST MEMORIAL MUSEUM | |||||||
| 100 RAOUL WALLENBERG PLACE SW | WASHINGTON | DC | 20024 | THIRD PARTIES | PUBLIC CHARITY | FUNDRAISING PROGRAMS | $7,500 |
| WORLD CENTRAL KITCHEN | |||||||
| PO BOX 96538 | WASHINGTON | DC | 20090 | THIRD PARTIES | PUBLIC CHARITY | FOOD FOR NEEDY | $10,000 |
| MASSACHUSETTS GENERAL HOSPITAL | |||||||
| 125 NASHUA ST SUITE 540 | BOSTON | MA | 02114 | THIRD PARTIES | PUBLIC CHARITY | MEDICAL RESEARCH | $1,000 |
| THE ELLA PROJECT | |||||||
| 400 ESPLANADE AVE | NEW ORLEANS | LA | 70116 | THIRD PARTIES | PUBLIC CHARITY | CULTURAL PROGRAMS | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $149,750 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $55 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25,922 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $110,138 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $136,115 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $136,115 | 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 | 11 | LineNumberTxt |
| Relationship Statement | N/A | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCKS | StockNm |
| EOY Book Value | $507,583 | EOYBookValueAmt |
| EOYFMV | $1,009,847 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $97,441 | BookValueAmt |
| EOYFMV | $127,959 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FILING FEES - STATE OF OHIO | Desc |
| Revenue And Expenses Per Books | $225 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $6,130 | Amt |
| Net Investment Income | $6,130 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES ON INCOME | CategoryTxt |
| Amt | $2,527 | Amt |
| Net Investment Income | $2,527 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |