LOGSDON FAMILY FOUNDATION: Form 990PF, tax year 2019
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- Organization
- LOGSDON FAMILY FOUNDATION (EIN 47-5127863)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-04-23
- IRS object ID
- 202021149349100807
- Schema version
- 2019v5.1
- 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
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-04-23T13:50:54-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341341400 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 415 Group Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4300 Munson Street NW | AddressLine1Txt |
| City | Canton | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44718 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 475127863 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Logsdon Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOGS | BusinessNameControlTxt |
| Phone | 3307238302 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6366 Brynwood Drive | AddressLine1Txt |
| City | Medina | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44256 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | David E Logsdon | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 3307238302 | PhoneNum |
| Signature | 2020-04-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Todd J Ruggles CPA | PreparerPersonNm |
| PTIN | P01522517 | PTIN |
| Phone | 3304920094 | PhoneNum |
| Preparation | 2020-04-23 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,731,033 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $702,943 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $18,436 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $18,436 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $18,436 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $8,023 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,023 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $8,023 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $443 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $121,239 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $443 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $729,845 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $26,902 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $26,459 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $8,474 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,474 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $113 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $113 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $12,221 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $21 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $21,308 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,108 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $300,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $300,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $321,308 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,108 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $300,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $408,537 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $17,794 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $26,459 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $13,258 | CashBOYAmt |
| Cash EOY | $21,037 | CashEOYAmt |
| Cash EOYFMV | $21,037 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $56,097 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $151,887 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $151,887 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $577,391 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $577,013 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $590,079 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $404,742 | CorporateStockBOYAmt |
| Corporate Stock EOY | $412,039 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $491,488 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $154,101 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $451,452 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $473,651 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $2,193 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,891 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,891 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,207,782 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,616,319 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,731,033 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,207,782 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,616,319 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,207,782 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,616,319 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,207,782 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,616,319 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,207,782 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $408,537 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,616,319 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,616,319 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 15 shs M&T Bank Corp | 2017-12-17 | 2019-04-24 | $2,503 | $2,560 | -$57 | -$57 | |
| 131 shs Kroger Co | 2018-06-26 | 2019-05-29 | $3,005 | $3,824 | -$819 | -$819 | |
| 30 shs Facebook | 2017-12-31 | 2019-01-28 | $4,418 | $4,114 | $304 | $304 | |
| 50 shs Gilead Sciences In | 2017-12-31 | 2019-03-12 | $3,245 | $3,808 | -$563 | -$563 | |
| 25 shs Allergan PLC | 2017-12-31 | 2019-03-12 | $3,753 | $5,014 | -$1,261 | -$1,261 | |
| 25 shs M&T Bank Corp | 2017-12-31 | 2019-04-24 | $4,171 | $3,918 | $253 | $253 | |
| 33 shs Boeing Co | 2017-12-31 | 2019-05-10 | $11,499 | $4,427 | $7,072 | $7,072 | |
| 20 shs Marriott Intl Inc | 2016-01-13 | 2019-05-10 | $2,560 | $1,243 | $1,317 | $1,317 | |
| 36 shs UnitedHealth Group Inc | 2017-12-31 | 2019-05-10 | $8,566 | $5,573 | $2,993 | $2,993 | |
| 105 shs Kroger Co | 2017-12-31 | 2019-05-29 | $2,409 | $3,020 | -$611 | -$611 | |
| 2000 shs The New Home Co Inc | 2017-12-31 | 2019-10-04 | $8,542 | $24,340 | -$15,798 | -$15,798 | |
| 1000 shs M/I Homes Inc | 2017-10-26 | 2019-10-21 | $39,919 | $33,955 | $5,964 | $5,964 | |
| 25000 shs FHLB Series 0000 2% | 2017-01-24 | 2019-10-28 | $25,000 | $25,000 | $0 | $0 | |
| Capital Gains Dividends | $1,649 | $1,649 | $1,649 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $443 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$876 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $97,500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,114,704 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.087467 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $44,600 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $386,189 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.115487 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $56,959 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $94,239 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.604410 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,505 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $40,429 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.061960 | DistributionYr4Rt |
| Total Distribution | 0.869324 | TotalDistributionRt |
| Average Distribution | 0.217331 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,279,072 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $277,982 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $178 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $278,160 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $300,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $178 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $178 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $178 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,126 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,126 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,948 | OverpaymentAmt |
| Applied To ES Tax | $1,948 | 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 |
| Individual With Books | David E Logsdon | IndividualWithBooksNm |
| Phone | 3307238302 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6366 Brynwood Drive | AddressLine1Txt |
| City | Medina | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44256 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | David E Logsdon | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6366 Brynwood Drive | AddressLine1Txt |
| City | Medina | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44256 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Trustee | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | The Logsdon Family Foundation provides financial assistance to 501(c)(3) charities to help empower the poor and disadvantaged to become self-reliant by providing services that promote the spiritual, cultural, artistic and/or occupational health of such individuals. | Description1Txt |
| Expenses1 | $300,000 | Expenses1Amt |
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 | $1,183,723 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $114,827 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,298,550 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,298,550 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,478 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,279,072 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $63,954 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $63,954 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $178 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $178 | TotalTaxAmt |
| Distributable Before Adj | $63,776 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $63,776 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $63,776 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $300,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $300,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $178 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $299,822 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $63,776 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $1,929 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $52,329 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $25,388 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $51,742 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $131,388 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $300,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $63,776 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $236,224 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $367,612 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $367,612 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,929 | ExcessFromYear4Amt |
| Excess From Year3 | $52,329 | ExcessFromYear3Amt |
| Excess From Year2 | $25,388 | ExcessFromYear2Amt |
| Excess From Year1 | $51,742 | ExcessFromYear1Amt |
| Excess From Current Year | $236,224 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | David E Logsdon | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | David E Logsdon | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6366 Brynwood Drive | AddressLine1Txt |
| City | Medina | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44256 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3307238302 | RecipientPhoneNum |
| Form And Info And Materials | No specific form of application required | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | There are no submission deadlines | SubmissionDeadlinesTxt |
| Restrictions On Awards | The organization will provide funding to organizations selected by the Trustee and situated in the United States, which provide financial assistance to the poor and disadvantaged, in connection with programs that assist them in becoming independent and self-sufficient, through education and/or job training programs. The organization will also provide financial assistance to those organizations, selected by the Trustees and situated in the United States, that empower the poor and disadvantaged to become self-reliant by providing services that promote the spiritual, cultural, artistic and/or occupational health of such individuals, within the context of traditional American values. The organization will also provide financial support to such 501(c)(3) public charities through such contributions as the Trustee shall direct, from time to time. | 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 |
|---|---|---|---|---|---|---|---|
| Ballet in the City | |||||||
| 198 Portage Trail Extension West | Cuyahoga Falls | OH | 44223 | None | 501(c)(3) | General Support | $2,500 |
| Catholic Charities Disability Service | |||||||
| 4210 North Jefferson St | Medina | OH | 44256 | None | 501(c)(3) | General Support | $10,000 |
| Cleveland Clinic Foundation | |||||||
| 9500 Euclid Avenue | Cleveland | OH | 44195 | None | 501(c)(3) | General Support | $100,000 |
| 4 Paws for Ability | |||||||
| 207 Dayton Ave | Xenia | OH | 45385 | None | 501(c)(3) | General Support | $1,750 |
| Alma Backyard Farms | |||||||
| 804 E Compton Blvd | Rancho Dominguez | CA | 90220 | None | 501(c)(3) | General Support | $10,000 |
| City Dogs Cleveland | |||||||
| 9203 Detroit Ave | Cleveland | OH | 44102 | None | 501(c)(3) | General Support | $6,500 |
| Cleveland Orchestra | |||||||
| 11001 Euclid Ave | Cleveland | OH | 44106 | None | 501(c)(3) | General Support | $5,000 |
| Cleveland Rape Crisis Center | |||||||
| 1228 Euclid Ave 200 | Cleveland | OH | 44115 | None | 501(c)(3) | General Support | $10,000 |
| Cuyahoga County Animal Shelter | |||||||
| 9500 Sweet Valley Dr | Valley View | OH | 44125 | None | 501(c)(3) | General Support | $1,750 |
| Descanso Gardens | |||||||
| 1418 Descanso Dr | La Canada Flintridge | CA | 91011 | None | 501(c)(3) | General Support | $1,000 |
| Emmanuel Christian Academy ACF Legacy Fund | |||||||
| 2177 Emmanuel Way | Springfield | OH | 45502 | None | 501(c)(3) | General Support | $53,000 |
| Fairhaven Community | |||||||
| 850 Marseilles Ave | Upper Sandusky | OH | 43351 | None | 501(c)(3) | General Support | $5,000 |
| Free Clinic of Medina | |||||||
| 970 E Washington St | Medina | OH | 44256 | None | 501(c)(3) | General Support | $10,000 |
| Governers School for the Arts Foundation | |||||||
| 15 University St | Greenville | SC | 29601 | None | 501(c)(3) | General Support | $1,000 |
| Grace House | |||||||
| 846 Chinook Ave | Akron | OH | 44305 | None | 501(c)(3) | General Support | $25,000 |
| Holy Church of the East | |||||||
| 1493 Indianola Ave | Columbus | OH | 43201 | None | 501(c)(3) | General Support | $10,000 |
| Kiss the Ground | |||||||
| 4505 Glencoe Ave | Los Angeles | CA | 90292 | None | 501(c)(3) | General Support | $10,000 |
| Ohio Environmental Council | |||||||
| 1145 Chesapeake Ave Suite I | Columbus | OH | 43212 | None | 501(c)(3) | General Support | $5,000 |
| Planned Parenthood | |||||||
| 7997 Euclid Ave | Cleveland | OH | 44103 | None | 501(c)(3) | General Support | $10,000 |
| Stewarts Caring Place | |||||||
| 2955 W Market St Suite R | Akron | OH | 44333 | None | 501(c)(3) | General Support | $10,000 |
| Vocational Guidance Services | |||||||
| 2235-2239 East 55th Street | Cleveland | OH | 44103 | None | 501(c)(3) | General Support | $10,000 |
| WAPS Summit | |||||||
| 309 Woolf Avenue | Akron | OH | 44312 | None | 501(c)(3) | General Support | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $300,000 | 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 | $18,436 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,023 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $443 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $26,902 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $26,902 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| David E Logsdon | |||||||
| 1 | 6366 Brynwood Drive | Medina | OH | 44256 | $320,000 | Yes (X) | |
| David E Logsdon | |||||||
| 2 | 6366 Brynwood Drive | Medina | OH | 44256 | $382,941 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (7 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | 65 shares Apple Inc | $18,233 | 2019-12-18 |
| 2 | 3580 shares Eaton Vance Atlanta Capital SMID-CAP | $133,283 | 2019-12-18 |
| 2 | 1965 shares iShares Core S&P Small Cap ETF | $164,068 | 2019-12-18 |
| 2 | 71 shares Mastercard Inc | $21,017 | 2019-12-18 |
| 2 | 74 shares Microsoft Corp | $11,457 | 2019-12-18 |
| 2 | 93 shares Visa Inc | $17,267 | 2019-12-18 |
| 2 | 86 shares Accentures PLC C | $17,616 | 2019-12-18 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accountant Tax Fees | CategoryTxt |
| Amt | $500 | Amt |
| Net Investment Income | $500 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Securities | StockNm |
| EOY Book Value | $412,039 | EOYBookValueAmt |
| EOYFMV | $491,488 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $577,013 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $590,079 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
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 | $451,452 | BookValueAmt |
| EOYFMV | $473,651 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Dividend Receivable (Payable) | Desc |
| BOY Book Value | $2,193 | BOYBookValueAmt |
| EOY Book Value | $2,891 | EOYBookValueAmt |
| EOYFMV | $2,891 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Bank Fees | $21 | $21 | $0 | $0 |
| State Taxes | $200 | $0 | $0 | $0 |
| Federal Taxes | $12,000 | $0 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Fees | CategoryTxt |
| Amt | $8,474 | Amt |
| Net Investment Income | $8,474 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign Taxes | CategoryTxt |
| Amt | $113 | Amt |
| Net Investment Income | $113 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |