ROBERT S MORRISON FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT S MORRISON FOUNDATION (EIN 23-7246162)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-13
- IRS object ID
- 202023189349100027
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-13T08:13:04-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341667360 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOND SIPPOLA DEJOY & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2786 SOM CENTER ROAD SUITE 200 | AddressLine1Txt |
| City | WILLOUGHBY HILLS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44094 | 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 | 237246162 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT S MORRISON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 4409927674 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 355 PROSPECT ROAD PO BOX 580 NO | AddressLine1Txt |
| City | ASHTABULA | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44005 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LOUISE RAFFA | PersonNm |
| Person Title | PRES/EXEC DIRECTOR | PersonTitleTxt |
| Phone | 4409927674 | PhoneNum |
| Signature | 2020-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CATHERINE E PETERSEN CPA | PreparerPersonNm |
| PTIN | P00168732 | PTIN |
| Phone | 4405169090 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 104.231.104.52 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-05 | IPDt |
| IP Tm | 14:45:20 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 05377CBE4A6E77502006170E1582C9123B894ABF | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 05377CBE4A6E77502006170E1582C9123B894ABF | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $15,589,916 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $323,835 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $323,835 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $42,843 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,868,687 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $42,843 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $25 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $366,703 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $366,678 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $82,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $82,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,000 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,000 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,471 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,471 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $51,528 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $51,135 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $393 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $25,286 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,452 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $6,338 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $10,549 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $10,549 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,817 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,817 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $42,933 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $42,933 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $221,084 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $54,587 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $151,001 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $491,802 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $536,802 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $712,886 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $54,587 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $687,803 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$346,183 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $312,091 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,941 | CashBOYAmt |
| Cash EOY | $42,036 | CashEOYAmt |
| Cash EOYFMV | $42,036 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $356,987 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $471,280 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $471,280 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $396,906 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $6,135,784 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,830,421 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,903,787 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,439,421 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,248,436 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,276,104 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,519,651 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,882,752 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,896,709 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $23,706 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $23,706 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $10,859,690 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,474,925 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,589,916 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $520,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $475,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $520,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $475,000 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $10,339,690 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $9,999,925 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,339,690 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,999,925 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,859,690 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,474,925 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,339,690 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$346,183 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,418 | OtherIncreasesAmt |
| Subtotal | $9,999,925 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,999,925 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (67 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| .02 SHS TAKEDA PHARMA CO LTD | P | 2019-01-01 | 2019-01-09 | $0 | $0 | ||
| 30 SHS ESCROW SHIRE PLC | P | 2019-01-09 | 2019-01-22 | $0 | $0 | $2,730 | $2,730 |
| 8 SHS KERING S A | P | 2018-08-02 | 2019-05-17 | $41 | $41 | $465 | $424 |
| .1429 SHS KONTOOR BRANDS INC | P | 2018-11-27 | 2019-05-24 | -$1 | -$1 | $4 | $5 |
| 154 SHS BAYER AG SPONS ADR | P | 2018-09-12 | 2019-06-10 | -$856 | -$856 | $2,331 | $3,187 |
| 200,000 PV US T NOTES DTD 6/30/18 | P | 2018-11-27 | 2019-07-01 | $0 | $0 | $200,000 | $200,000 |
| 223 SHS CVS CORP | P | 2018-11-28 | 2019-08-06 | -$5,911 | -$5,911 | $11,989 | $17,900 |
| 77 SHS KONTOOR BRANDS | P | 2018-11-27 | 2019-08-06 | -$273 | -$273 | $2,229 | $2,502 |
| 134 SHS RECKITT BENCKISER GP | P | 2019-05-17 | 2019-08-21 | -$123 | -$123 | $2,020 | $2,143 |
| 200,000 PV US T NOTES DTD 9/30/14 | P | 2018-11-27 | 2019-09-30 | $0 | $0 | $200,000 | $200,000 |
| 100 SHS ABBOTT LABS | P | 2019-05-06 | 2019-12-02 | -$1 | -$1 | $8,457 | $8,458 |
| 200 SHS PHILIP MORIS INT'L | P | 2019-08-06 | 2019-12-02 | $221 | $221 | $16,507 | $16,286 |
| 30 SHS SHIRE PLC | P | 2018-01-01 | 2019-01-09 | $758 | $758 | $5,599 | $4,841 |
| 200,000 PV ANHEUSER-BUSCH INBEV FIN | P | 2017-07-28 | 2019-02-11 | -$8,534 | -$8,534 | $192,642 | $201,176 |
| 995 DOWDUPONT | P | 2018-01-01 | 2019-03-14 | $1,538 | $1,538 | $55,547 | $54,009 |
| 59 SHS ALLEGION PLC | P | 2018-01-01 | 2019-03-21 | $367 | $367 | $5,218 | $4,851 |
| 40 SHS ALLEGION PLC | P | 2017-09-19 | 2019-03-21 | $242 | $242 | $3,535 | $3,293 |
| 430 SHS HENRY SCHEIN INC | P | 2018-01-01 | 2019-03-29 | $18,338 | $18,338 | $25,303 | $6,965 |
| 21 SHS MULTICHOICE GROUP | P | 2017-10-16 | 2019-03-29 | $23 | $23 | $174 | $151 |
| 21 SHS CREDICORP LTD | P | 2018-01-01 | 2019-03-29 | $1,596 | $1,596 | $5,021 | $3,425 |
| 181 SHS TEXAS ROADHOUSE INC | P | 2018-01-01 | 2019-04-26 | $6,733 | $6,733 | $11,033 | $4,300 |
| 200,000 PV APPLE INC DTD 5/6/14 | P | 2014-09-23 | 2019-05-06 | $0 | $0 | $200,000 | $200,000 |
| 200,000 PV INTL BUSINESS MACHINES DTD 5/11/12 | P | 2013-03-15 | 2019-05-15 | -$481 | -$481 | $200,000 | $200,481 |
| 11 SHS BP AMOCO PLC SPNSR | P | 2014-06-19 | 2019-05-17 | -$112 | -$112 | $468 | $580 |
| 9 SHS BHP GROUP LTD | P | 2016-12-13 | 2019-05-17 | $120 | $120 | $470 | $350 |
| 45 SHS ICICI BANK LTD | P | 2017-05-15 | 2019-05-17 | $109 | $109 | $495 | $386 |
| 18 SHS SAFRAN SA | P | 2015-08-12 | 2019-05-17 | $285 | $285 | $630 | $345 |
| 11 SHS SMITH & NEPHEW PLC | P | 2014-12-08 | 2019-05-17 | $82 | $82 | $461 | $379 |
| 729 SHS ICICI BANK LTD | P | 2018-01-01 | 2019-06-10 | $3,539 | $3,539 | $8,631 | $5,092 |
| 89 SHS RYOHIN KEIKAKU CO LTD | P | 2016-10-04 | 2019-06-28 | -$569 | -$569 | $3,182 | $3,751 |
| 142 SHS VINCI S A | P | 2017-10-12 | 2019-06-28 | $224 | $224 | $3,618 | $3,394 |
| 22 SHS LITTELFUSE INC | P | 2018-06-06 | 2019-07-10 | -$1,086 | -$1,086 | $3,832 | $4,918 |
| 23 SHS LITTELFUSE INC | P | 2018-06-06 | 2019-07-10 | -$1,129 | -$1,129 | $4,008 | $5,137 |
| 613 SHS COLUMBIA ACORN INTL FD | P | 2012-12-20 | 2019-08-06 | -$5,884 | -$5,884 | $19,169 | $25,053 |
| 172 SHS COVETRUS INC | P | 2018-01-01 | 2019-08-06 | $2,204 | $2,204 | $4,143 | $1,939 |
| 540 SHS 3M | P | 2018-01-01 | 2019-08-06 | $10,371 | $10,371 | $88,350 | $77,979 |
| 80 SHS PVH CORP | P | 2018-01-01 | 2019-08-13 | -$3,117 | -$3,117 | $5,992 | $9,109 |
| 21 SHS BAIDU INC | P | 2018-01-01 | 2019-08-15 | -$2,269 | -$2,269 | $1,976 | $4,245 |
| 68 SHS OLD DOMINION FGT LINES | P | 2018-01-01 | 2019-08-16 | $1,591 | $1,591 | $11,237 | $9,646 |
| 426 SHS CEME S A B DE C V | P | 2017-01-20 | 2019-08-21 | -$2,317 | -$2,317 | $1,299 | $3,616 |
| 53 SHS HYATT HOTELS CORP | P | 2018-03-03 | 2019-08-21 | -$306 | -$306 | $3,957 | $4,263 |
| 62 SHS HYATT HOTELS CORP | P | 2018-03-13 | 2019-08-21 | -$359 | -$359 | $4,627 | $4,986 |
| 13 SHS PAYCOM SOFTWARE | P | 2018-03-21 | 2019-08-21 | $1,772 | $1,772 | $3,250 | $1,478 |
| 166 SHS RECKITT BENCKISER GROUP | P | 2018-07-20 | 2019-08-21 | -$333 | -$333 | $2,502 | $2,835 |
| 162 SHS KASIKORNBANK PUBLIC CO | P | 2017-08-18 | 2019-09-26 | -$569 | -$569 | $3,344 | $3,913 |
| 326 SHS SOFTBANK GROUP | P | 2018-01-01 | 2019-09-26 | $720 | $720 | $6,644 | $5,924 |
| 126 SHS SS&C TECHNOLOGIES | P | 2018-01-01 | 2019-10-21 | $1,458 | $1,458 | $6,308 | $4,850 |
| 109 SHS SS&C TECHNOLOGIES | P | 2018-01-01 | 2019-10-21 | $1,263 | $1,263 | $5,454 | $4,191 |
| 1 SH ALIBABA GROUP | P | 2017-01-20 | 2019-11-01 | $83 | $83 | $179 | $96 |
| 47 SHS ITAU UNIBANCO HOLDING | P | 2017-05-21 | 2019-11-01 | $78 | $78 | $424 | $346 |
| 96 SHS BAYERISCHE MOTOREN WORKE | P | 2018-02-14 | 2019-11-11 | -$870 | -$870 | $2,632 | $3,502 |
| 258 SHS CREDIT SUISSE GROUP | P | 2018-01-17 | 2019-11-11 | -$1,395 | -$1,395 | $3,349 | $4,744 |
| 1,413 SHS LLOYDS BANKING GROUP | P | 2017-08-21 | 2019-11-11 | -$675 | -$675 | $4,154 | $4,829 |
| 105 SHS NASPERS LTD | P | 2017-10-16 | 2019-11-11 | -$2,031 | -$2,031 | $3,010 | $5,041 |
| 47 SHS POSCO | P | 2017-03-15 | 2019-11-11 | -$681 | -$681 | $2,252 | $2,933 |
| 270 SHS SKF AB | P | 2018-01-01 | 2019-11-11 | -$293 | -$293 | $5,100 | $5,393 |
| 63 SHS WPP PLC | P | 2018-01-01 | 2019-11-11 | -$2,116 | -$2,116 | $4,073 | $6,189 |
| 300 SHS ABBOTT LABS | P | 2018-05-31 | 2019-12-02 | $6,893 | $6,893 | $25,370 | $18,477 |
| 1,100 SHS COMERICA | P | 2018-01-01 | 2019-12-02 | -$53 | -$53 | $76,986 | $77,039 |
| 575 SHS FORTIVE | P | 2018-01-01 | 2019-12-02 | $11,913 | $11,913 | $41,381 | $29,468 |
| 575 SHS PIONEER NAT RES | P | 2018-01-01 | 2019-12-02 | -$17,747 | -$17,747 | $72,998 | $90,745 |
| 700 SHS SQUARE INC | P | 2018-01-01 | 2019-12-02 | $4,857 | $4,857 | $46,887 | $42,030 |
| 72 SHS ROLLINS INC | P | 2018-09-17 | 2019-12-13 | -$676 | -$676 | $2,374 | $3,050 |
| 77 SHS ROLLINS INC | P | 2018-01-01 | 2019-12-13 | -$722 | -$722 | $2,538 | $3,260 |
| 76 SHS ROLLINS INC | P | 2018-01-01 | 2019-12-13 | -$712 | -$712 | $2,504 | $3,216 |
| 200,000 PV UNITEDHEALTH GROUP DTD 12/8/14 | P | 2018-06-01 | 2019-12-16 | $0 | $0 | $200,000 | $200,000 |
| CAPITAL GAINS DIVIDENDS | P | $27,625 | $27,625 | $27,625 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $42,843 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $695,891 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $14,426,453 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048237 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $663,682 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $14,042,484 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047262 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $656,758 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $13,129,061 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050023 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $692,100 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $13,529,406 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051155 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $626,487 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $13,771,621 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045491 | DistributionYr5Rt |
| Total Distribution | 0.242168 | TotalDistributionRt |
| Average Distribution | 0.048434 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $14,721,728 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $713,032 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,121 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $716,153 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $687,803 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,242 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,242 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,242 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,920 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $7,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $20,920 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $14,678 | OverpaymentAmt |
| Applied To ES Tax | $14,678 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.ROBERTSMORRISONFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | MS LOUISE RAFFA | IndividualWithBooksNm |
| Phone | 4409927674 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 355 PROSPECT ROAD 110 | AddressLine1Txt |
| City | ASHTABULA | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44005 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| LOUISE M RAFFA | ||||||||
| 3823 EDGEWATER DRIVE | ASHTABULA | OH | 44004 | PRES/EXEC DIR | 30.00 | $82,500 | $0 | $0 |
| RICHARD ROWLEY | ||||||||
| 580 TOTE ROAD | AUSTINBURG | OH | 44010 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| G RICHARD COBLITZ | ||||||||
| 5610 MAIN AVE | ASHTABULA | OH | 44004 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| JOHN C PALO | ||||||||
| 211 LEITH WALK EXT | CONNEAUT | OH | 44030 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| ALEC J RAFFA | ||||||||
| 3642 SAMAR LANE | ASHTABULA | OH | 44004 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| ROBERT M RAFFA | ||||||||
| 15569 MIAMI LAKEWAY N 206 | MIAMI LAKES | FL | 33014 | TRUSTEE | 0.00 | $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 | $14,142,780 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $803,137 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,945,917 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,945,917 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $224,189 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,721,728 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $736,086 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $736,086 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,242 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,242 | TotalTaxAmt |
| Distributable Before Adj | $729,844 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $729,844 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $729,844 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $687,803 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $687,803 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $687,803 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $729,844 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $649,360 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $687,803 | QualifyingDistributionsAmt |
| Applied To Year1 | $649,360 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $38,443 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $691,401 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LOUISE RAFFA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 355 PROSPECT RD 110 | AddressLine1Txt |
| City | ASHTABULA | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4409927674 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATION - AVAILABLE ON WEBSITE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO | SubmissionDeadlinesTxt |
| Restrictions On Awards | PRIMARILY WITHIN ASHTABULA COUNTY, OHIO | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (54 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AFTER SCHOOL DISCOVERY | |||||||
| PO BOX 113 | ASHTABULA | OH | 44005 | NONE | PUBLIC CHARITY | OPERATIONS | $20,000 |
| FEED THE HOPE COUNTRY NEIGHBOR INC | |||||||
| PO BOX 212 | ORWELL | OH | 44076 | NONE | PUBLIC CHARITY | OPERATIONS | $10,000 |
| ASHTABULA ARTS CENTER | |||||||
| 2928 WEST 13TH STREET | ASHTABULA | OH | 44004 | NONE | PUBLIC CHARITY | OPERATIONS | $25,000 |
| ASHTABULA COUNTY APL | |||||||
| 5970 GREEN ROAD | ASHTABULA | OH | 44004 | NONE | PUBLIC CHARITY | OPERATIONSOPERATIONS | $33,000 |
| ASHTABULA COUNTY FAMILY YMCA | |||||||
| 263 WEST PROSPECT ROAD | ASHTABULA | OH | 44004 | NONE | PUBLIC CHARITY | OPERATIONS | $23,622 |
| ASHTABULA COUNTY MEDICAL CENTER FOUNDATION | |||||||
| 2420 LAKE AVENUE | ASHTABULA | OH | 44004 | NONE | PUBLIC CHARITY | OPERATIONS | $10,000 |
| ASHTABULA CITY PORT AUTHORITY | |||||||
| PO BOX 609 | ASHTABULA | OH | 44005 | NONE | PUBLIC CHARITY | OPERATIONS | $24,840 |
| ASHTABULA DREAM CENTER | |||||||
| 604 WEST 57TH STREET | ASHTABULA | OH | 44004 | NONE | PUBLIC CHARITY | OPERATIONS | $1,000 |
| ASHTABULA HOMELESS SHELTER | |||||||
| 4125 STATION AVE | ASHTABULA | OH | 44004 | NONE | PUBLIC CHARITY | OPERATIONS | $2,500 |
| ASHTABULA LITTLE LEAGUE | |||||||
| PO BOX 2244 | ASHTABULA | OH | 44005 | NONE | PUBLIC CHARITY | OPERATIONS | $2,500 |
| ASHTABULA COUNTY DISTRICT LIBRARY | |||||||
| 335 WEST 44TH STREET | ASHTABULA | OH | 44004 | NONE | PUBLIC CHARITY | OPERATIONS | $2,500 |
| NORTHEAST OHIO REGIONAL AIRPORT | |||||||
| PO BOX 379 | JEFFERSON | OH | 44047 | NONE | PUBLIC CHARITY | OPERATIONS | $75,000 |
| BETHANY LUTHERAN | |||||||
| 933 MICHIGAN AVENUE | ASHTABULA | OH | 44004 | NONE | PUBLIC CHARITY | OPERATIONS | $1,000 |
| CHAUTAUQUA SPORTS HALL OF FAME | |||||||
| 15 WEST THIRD STREET | JAMESTOWN | NY | 14701 | NONE | PUBLIC CHARITY | OPERATIONS | $1,000 |
| BOY SCOUTS OF AMERICA | |||||||
| 2241 WOODLAND AVE | CLEVELAND | OH | 44115 | NONE | PUBLIC CHARITY | OPERATIONS | $100 |
| CHAUTAUQUA REGIONAL FOUNDATION | |||||||
| 418 SPRING STREET | JAMESTOWN | NY | 14701 | NONE | PUBLIC CHARITY | OPERATIONS | $2,500 |
| CHRISTIAN FAITH ACADEMY | |||||||
| 4322 PARK AVE PO BOX 692 | ASHTABULA | OH | 44004 | NONE | PUBLIC CHARITY | OPERATIONS | $1,000 |
| CIVIC DEVELOPMENT CORPORATION OF ASHTABULA COUNTY | |||||||
| PO BOX 131 | ASHTABULA | OH | 44005 | NONE | PUBLIC CHARITY | OPERATIONS | $20,000 |
| CLEVELAND MUSEUM OF NATURAL HISTORY | |||||||
| 1 WADE OVAL DR | CLEVELAND | OH | 44106 | NONE | PUBLIC CHARITY | OPERATIONS | $1,000 |
| CLEVELAND MUSEUM OF ART | |||||||
| 11150 EAST BLVD | CLEVELAND | OH | 44106 | NONE | PUBLIC CHARITY | OPERATIONS | $1,000 |
| CLEVELAND RAPE CRISIS CENTER | |||||||
| 1228 EUCLID AVE SUITE 100 | CLEVELAND | OH | 44115 | NONE | PUBLIC CHARITY | OPERATIONS | $5,000 |
| GATEWAY OUTDOOR LEARNING CENTER | |||||||
| PO BOX 732 | CONNEAUT | OH | 44030 | NONE | PUBLIC CHARITY | OPERATIONS | $4,950 |
| EAST SIDE PRESBYTERIAN CHURCH | |||||||
| 3440 EDGEWOOD DRIVE | ASHTABULA | OH | 44004 | NONE | PUBLIC CHARITY | OPERATIONS | $1,000 |
| FAITH LUTHERAN CHURCH | |||||||
| 504 LAKE AVE | ASHTABULA | OH | 44004 | NONE | PUBLIC CHARITY | OPERATIONS | $1,000 |
| FIRST BAPTIST CHURCH ASHTABULA | |||||||
| 4354 PARK AVE | ASHTABULA | OH | 44004 | NONE | PUBLIC CHARITY | OPERATIONS | $1,000 |
| FIRST PRESBYTERIAN CHURCH | |||||||
| 4317 PARK AVE | ASHTABULA | OH | 44004 | NONE | PUBLIC CHARITY | OPERATIONS | $7,000 |
| FIRST UNITED METHODIST CHURCH | |||||||
| 4306 ELM AVE | ASHTABULA | OH | 44004 | NONE | PUBLIC CHARITY | OPERATIONS | $6,000 |
| GIRL SCOUTS OF NORTHEAST OHIO | |||||||
| 1 GIRL SCOUT WAY | MACEDONIA | OH | 44056 | NONE | PUBLIC CHARITY | OPERATIONS | $2,250 |
| GO COMMUNITY DEVELOPMENT CORPORATION | |||||||
| 3703 STATION AVE | ASHTABULA | OH | 44004 | NONE | PUBLIC CHARITY | OPERATIONS | $1,000 |
| GRAND RIVER ACADEMY | |||||||
| 3042 COLLEGE STREET | AUSTINBURG | OH | 44010 | NONE | PUBLIC CHARITY | OPERATIONS | $5,000 |
| HOMESAFE | |||||||
| PO BOX 702 | ASHTABULA | OH | 44005 | NONE | PUBLIC CHARITY | OPERATIONS | $14,000 |
| HOLDEN FORESTS AND GARDENS | |||||||
| 11030 EAST BLVD | CLEVELAND | OH | 44106 | NONE | PUBLIC CHARITY | OPERATIONS | $2,000 |
| JUNIOR ACHIEVEMENT | |||||||
| PO BOX 7 | JEFFERSON | OH | 44047 | NONE | PUBLIC CHARITY | OPERATIONS | $7,550 |
| KENT STATE UNIV ASHTABULA CAMPUS | |||||||
| 3300 LAKE ROAD WEST | ASHTABULA | OH | 44004 | NONE | PUBLIC CHARITY | OPERATIONS | $100,000 |
| LAKESIDE GOAL LINE CLUB | |||||||
| 5405 GERALD ROAD | ASHTABULA | OH | 44004 | NONE | PUBLIC CHARITY | OPERATIONS | $10,000 |
| LAKESIDE YOUTH FOOTBALL PROGRAM | |||||||
| 5405 GERALD ROAD | ASHTABULA | OH | 44004 | NONE | PUBLIC CHARITY | OPERATIONS | $4,500 |
| HUBBARD HOUSE | |||||||
| 1603 WALNUT BLVD | ASHTABULA | OH | 44004 | NONE | PUBLIC CHARITY | OPERATIONS | $3,000 |
| MESSIAH LUTHERAN | |||||||
| 615 PROSPECT RD | ASHTABULA | OH | 44004 | NONE | PUBLIC CHARITY | OPERATIONS | $1,000 |
| ONE STEP PROGRAM INC | |||||||
| 228 HARBOR STREET SUITE 3 | CONNEAUT | OH | 44030 | NONE | PUBLIC CHARITY | OPERATIONS | $5,190 |
| SAINT JUDE CHILDREN'S HOSPITAL | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | PUBLIC CHARITY | OPERATIONS | $1,000 |
| SAYBROOK UNITED METHODIST | |||||||
| 7900 SOUTH DEPOT RD | ASHTABULA | OH | 44004 | NONE | PUBLIC CHARITY | OPERATIONS | $1,000 |
| SECOND CONGREGATIONAL CHURCH | |||||||
| 319 LAKE AVENUE | ASHTABULA | OH | 44004 | NONE | PUBLIC CHARITY | OPERATIONS | $1,000 |
| SHRINERS | |||||||
| 2900 ROCKY POINT DRIVE | TAMPA | FL | 33607 | NONE | PUBLIC CHARITY | OPERATIONS | $1,000 |
| SCORE- CLEVELAND CHAPTER | |||||||
| 1350 EUCLID AVE SUITE 216 | CLEVELAND | OH | 44115 | NONE | PUBLIC CHARITY | OPERATIONS | $3,000 |
| SPIDERWEB INC | |||||||
| 133 EAST JEFFERSON ST | JEFFERSON | OH | 44047 | NONE | PUBLIC CHARITY | OPERATIONS | $1,000 |
| ST PETERS EPISCOPAL CHURCH | |||||||
| 4901 MAIN AVENUE | ASHTABULA | OH | 44004 | NONE | PUBLIC CHARITY | OPERATIONS | $1,000 |
| ST PETERS FINE ARTS COMMITTEE | |||||||
| 4901 MAIN AVENUE | ASHTABULA | OH | 44004 | NONE | PUBLIC CHARITY | OPERATIONS | $7,500 |
| ST PETERS FOOD PANTRY | |||||||
| 4901 MAIN AVENUE | ASHTABULA | OH | 44004 | NONE | PUBLIC CHARITY | OPERATIONS | $1,000 |
| TRINITY PRESBYTERIAN CHURCH | |||||||
| 1342 WEST PROSPECT RD | ASHTABULA | OH | 44004 | NONE | PUBLIC CHARITY | OPERATIONS | $1,000 |
| UNIONVILLE PRESERVATION | |||||||
| PO BOX 826 | MADISON | OH | 44057 | NONE | PUBLIC CHARITY | OPERATIONS | $40,000 |
| UNITED WAY OF ASHTABULA COUNTY | |||||||
| 2801 C COURT | ASHTABULA | OH | 44004 | NONE | PUBLIC CHARITY | OPERATIONS | $26,000 |
| UH GENEVA HEALTHCARE | |||||||
| PO BOX 94554 | CLEVELAND | OH | 44115 | NONE | PUBLIC CHARITY | OPERATIONS | $5,000 |
| WQLN | |||||||
| 8425 PEACH STREET | ERIE | PA | 16509 | NONE | PUBLIC CHARITY | OPERATIONS | $7,300 |
| WILDFIRE FAN CLUB | |||||||
| 3315 NORTH RIDGE EAST SUITE 200 | ASHTABULA | OH | 44004 | NONE | PUBLIC CHARITY | OPERATIONS | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $536,802 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CIVIC DEVELOPMENT CORPORATION OF ASHTABULA COUNTY | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 131 | AddressLine1Txt |
| City | ASHTABULA | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PUBLIC CHARITY | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | LAKE SHORE AND GENEVA TOWNSHIP PARKS PROJECTS | GrantOrContributionPurposeTxt |
| Amt | $75,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $75,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $323,835 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $42,843 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $366,703 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $366,703 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYCHEX PAYROLL ADMIN FEES | $1,771 | $0 | $1,771 |
| ACCOUNTING FEES | $2,700 | $0 | $2,700 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $2,248,436 | EOYBookValueAmt |
| EOYFMV | $2,276,104 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $5,830,421 | EOYBookValueAmt |
| EOYFMV | $10,903,787 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS | AT COST | $1,832,869 | $1,861,442 |
| MISCELLANEOUS ASSETS | AT COST | $49,883 | $35,267 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,000 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,000 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONTRACT LABOR | $21,955 | $0 | $21,955 |
| DUES & SUBSCRIPTIONS | $384 | $0 | $384 |
| INSURANCE | $1,707 | $0 | $1,707 |
| OFFICE EXPENSES | $1,104 | $0 | $1,104 |
| STATE OF OHIO FILING FEE | $200 | $0 | $200 |
| TELEPHONE AND INTERNET | $4,894 | $0 | $4,894 |
| POSTAGE/SHIPPING | $91 | $0 | $91 |
| MISCELLANEOUS | $7,598 | $0 | $7,598 |
| STAFF DEVELOPMENT | $5,000 | $0 | $5,000 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON-DIVIDEND DISTRIBUTIONS | Desc |
| Revenue And Expenses Per Books | $25 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Amt | $6,418 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $51,135 | $51,135 | $0 |
| KEYBANK MISC FEES | $393 | $0 | $393 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $3,452 | $3,452 | $0 |
| 2018 FEDERAL EXCISE TAX | $10,800 | $0 | $0 |
| PAYROLL TAXES AND WORKERS' COMP | $6,338 | $0 | $6,338 |
| 2019 FEDERAL EXCISE TAX, NET OF REFUND | $4,696 | $0 | $0 |