JAH FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- JAH FOUNDATION (EIN 34-1852785)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-09
- IRS object ID
- 202043149349101464
- 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
- 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 | 2020-11-09T15:19:34-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 363168081 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIKICH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 274 WHITE POND DRIVE | AddressLine1Txt |
| City | AKRON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 443201118 | 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 | 341852785 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAH FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O KATHLEEN A EDWARDS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAHF | BusinessNameControlTxt |
| Phone | 3306862107 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2926 STATE ROAD NO 373 | AddressLine1Txt |
| City | CUYAHOGA FALLS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44223 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHLEEN A EDWARDS | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3306862107 | PhoneNum |
| Signature | 2020-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TRACY BURKHART | PreparerPersonNm |
| PTIN | P01060610 | PTIN |
| Phone | 3308646661 | PhoneNum |
| Preparation | 2020-11-06 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 99.177.126.18 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-06 | IPDt |
| IP Tm | 14:09:19 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7ED954DA89FD0AC5BB1BF314B1789F20D76CBFEC | 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 | $2,191,754 | 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 |
| Dividends Rev And Expnss | $47,060 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $44,849 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $51,552 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $206,172 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $51,753 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $98,612 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $96,602 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $40,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $10,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $30,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $13,471 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $13,471 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,085 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,770 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $3,315 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,979 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,979 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $62,535 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,241 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $36,294 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $85,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $85,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $147,535 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,241 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $121,294 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$48,923 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $71,361 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $46,748 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $65,273 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $65,273 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,300 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,300 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,717,463 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,650,015 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,126,477 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,151 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,151 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $1,766,511 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,717,588 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,191,754 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,766,511 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,717,588 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,766,511 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,717,588 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,766,511 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,717,588 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,766,511 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$48,923 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,717,588 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,717,588 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $166,840 | $154,419 | $12,421 | $12,421 | |
| CAPITAL GAINS DIVIDENDS | $39,332 | $39,332 | $39,332 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $51,753 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $135,574 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,175,378 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.062322 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $150,950 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,207,962 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.068366 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $119,885 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,022,384 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.059279 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $108,742 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,138,138 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050858 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $124,933 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,189,079 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.057071 | DistributionYr5Rt |
| Total Distribution | 0.297896 | TotalDistributionRt |
| Average Distribution | 0.059579 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,103,660 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $125,334 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $714 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $126,048 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $121,294 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,427 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,427 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,427 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,729 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $1,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,729 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,302 | OverpaymentAmt |
| Applied To ES Tax | $2,302 | 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 | KATHLEEN A EDWARDS | IndividualWithBooksNm |
| Phone | 3306862107 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2926 STATE ROAD 373 | AddressLine1Txt |
| City | CUYAHOGA FALLS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44223 | 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 |
|---|---|---|---|---|---|---|---|---|
| KATHLEEN A EDWARDS | ||||||||
| 2926 STATE ROAD 373 | CUYAHOGA FALLS | OH | 44223 | PRESIDENT/TREASURER | 20.00 | $40,000 | $0 | $0 |
| JAMES P HAAG | ||||||||
| 2926 STATE ROAD 373 | CUYAHOGA FALLS | OH | 44223 | VICE-PRESIDENT | 1.00 | $0 | $0 | $0 |
| JOSEPH M HAAG | ||||||||
| 2926 STATE ROAD 373 | CUYAHOGA FALLS | OH | 44223 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| THOMAS J HAAG | ||||||||
| 2926 STATE ROAD 373 | CUYAHOGA FALLS | OH | 44223 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOHN P HAAG | ||||||||
| 2926 STATE ROAD 373 | CUYAHOGA FALLS | OH | 44223 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| EDWARD A HAAG | ||||||||
| 2926 STATE ROAD 373 | CUYAHOGA FALLS | OH | 44223 | DIRECTOR | 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 | $2,093,603 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $42,092 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,135,695 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,135,695 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $32,035 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,103,660 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $105,183 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $105,183 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,427 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,427 | TotalTaxAmt |
| Distributable Before Adj | $103,756 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $103,756 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $103,756 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $121,294 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $121,294 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $121,294 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $103,756 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $17,783 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,551 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $19,992 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $40,784 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $28,291 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $110,401 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $121,294 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $103,756 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $17,538 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $127,939 | 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 | $17,783 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $110,156 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,551 | ExcessFromYear4Amt |
| Excess From Year3 | $19,992 | ExcessFromYear3Amt |
| Excess From Year2 | $40,784 | ExcessFromYear2Amt |
| Excess From Year1 | $28,291 | ExcessFromYear1Amt |
| Excess From Current Year | $17,538 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KATHLEEN A EDWARDS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2926 STATE ROAD 373 | AddressLine1Txt |
| City | CUYAHOGA FALLS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44223 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3306862107 | RecipientPhoneNum |
| Form And Info And Materials | OHIO COMMON GRANT FORM LETTER OF INQUIRY SHOULD BE SUBMITTED. APPLICATION INCLUDES NAME OF ORGANIZATION, ADDRESS, WEBSITE, PERSON TO CONTACT AND PHONE NUMBER, TAX EXEMPT STATUS, LEGAL NAME, TAX ID NUMBER, DATE OF IRS LETTER, ORGANIZATION'S MISSION AND ANNUAL OPERATING BUDGET, PROJECT/PROGRAM TITLE AND BUDGET, AMOUNT REQUESTED, TIMEFRAME FOR AMOUNT REQUESTED, AND DESCRIPTION OF HOW FUNDS WILL BE USED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE. | SubmissionDeadlinesTxt |
| Restrictions On Awards | EXCEPT UNDER UNUSUAL CIRCUMSTANCES GRANTS ARE AWARDED EXCLUSIVELY FOR CHARITABLE AND EDUCATION PURPOSES TO ORGANIZATIONS QUALIFIED UNDER INTERNAL REVENUE CODE SECTION 501(C)(3), AND AS PUBLIC CHARITIES UNDER INTERNAL REVENUE CODE SECTION 509(A)(1),(2) OR (3). | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AKRON CANTON FOODBANK | ||||||
| 350 OPPORTUNITY PARKWAY | AKRON | OH | 44307 | PC | OPERATIONS-TO PROVIDE FOOD TO ORGANIZATIONS WHO FEED NEEDY INDIVIDUALS | $5,000 |
| BROKEN CHAINS MINISTRY | ||||||
| 812 BIRUTA ST | AKRON | OH | 44309 | PC | LYDIA'S HOME - ADDICTION RECOVERY | $2,500 |
| CATHOLIC CHARITIES SOCIAL SERVICES OF SUMMIT COUNTY | ||||||
| 812 BIRUTA ST | AKRON | OH | 44307 | PC | FUNDING ELDER DAY CARE PROGRAM | $1,000 |
| EMPOWERING EPILEPSY | ||||||
| 32342 SPRINGSIDE LANE | SOLON | OH | 44139 | PC | EPILEPSY EDUCATION AND OUTREACH | $1,000 |
| FAMILY PROMISE OF SUMMIT COUNTY | ||||||
| 111-A VORIS ST | AKRON | OH | 44311 | PC | PROVIDE TEMPORARY SHELTER FOR HOMELESS FAMILIES AND ASSISTANCE FINDING PERMANENT HOUSING | $2,500 |
| GOOD NEIGHBORS OF CUYAHOGA FALLS | ||||||
| PO BOX 233 | CUYAHOGA FALLS | OH | 44222 | PC | PROVIDE FOOD AND CLOTHING FOR NEEDY INDIVIDUALS IN CUYAHOGA FALLS, MUNROE FALLS, STOW AND PENINSULA. | $10,000 |
| GOODWILL INDUSTRIES | ||||||
| 570 E WATERLOO RD | AKRON | OH | 44319 | PC | FINANCIAL SUPPORT FOR WEYE RADIO READING SERVICE, AND GENERAL FUND | $1,000 |
| HATTIE LARLHAM FOUNDATION | ||||||
| 7996 DARROW ROAD SUITE 10 | TWINSBURG | OH | 44087 | PC | FUNDING ARTS PROGRAM, ACTIVITIES AND MEDICAL EQUIPMENT FOR THE DISABLED. | $6,500 |
| HAVEN OF REST | ||||||
| PO BOX 547 | AKRON | OH | 443090547 | PC | SERVICES FOR HOMELESS INCLUDING FOOD, CLOTHING, SHELTER, EDUCATION AND COUNSELING | $1,500 |
| HERE'S HOPE HORSE FARM | ||||||
| 2545 NORTHAMPTON ROAD | CUYAHOGA FALLS | OH | 44223 | PC | FUNDING THERAPEUTIC RIDING PROGRAM FOR SPECIAL NEEDS STUDENTS | $2,000 |
| KELLY'S GRIEF CENTER | ||||||
| 511 NORTH RIVER ROAD | MUNROE FALLS | OH | 44262 | PC | FUNDING FOR KELLY'S GRIEF CENTER, PROVIDING GRIEF COUNSELING AND EDUCATION TO THOSE IN NEED. | $1,000 |
| OPEN M | ||||||
| 941 PRINCETON ST | AKRON | OH | 44311 | PC | GENERAL FUNDS FOR PROGRAMS THAT HELP FAMILIES AND INDIVIDUALS BREAK THE CYCLE OF POVERTY INCLUDING HEALTH CARE, NUTRITION, EDUCATION AND COUNSELING. | $7,500 |
| PETER MAURIN CENTER | ||||||
| 2934 PARKWOOD | SILVER LAKE | OH | 44224 | PC | GENERAL FUNDS FOR PROGRAMS THAT PROVIDE FOOD, FELLOWSHIP AND SERVICES FOR THE HOMELESS AND UNDERSERVED | $2,000 |
| REGINA HEALTH CENTER | ||||||
| 5232 BROADVIEW ROAD | RICHFIELD | OH | 44286 | PC | FUNDING FOR HEALTH CARE SERVICES FOR RETIRED RELIGIOUS, CLERGY AND OTHERS NEEDING SUPPORT AND RESIDENTIAL NURSING CARE. | $5,000 |
| SALVATION ARMY | ||||||
| 190 SOUTH MAPLE STREET | AKRON | OH | 44302 | PC | TO PROVIDE MEALS, CLOTHING AND HOUSING SUPPORT TO THE NEEDY | $3,000 |
| ST BERNARDS HUNGER CENTER | ||||||
| 44 UNIVERSITY AVENUE | AKRON | OH | 44308 | PC | PROVIDE MEALS TO THE NEEDY | $1,000 |
| ST JOSEPH PARISH | ||||||
| 215 FALLS AVENUE | CUYAHOGA FALLS | OH | 44221 | PC | HELP-A-CHILD FUND FOR EMERGENCY TUITION ASSISTANCE | $10,000 |
| ST VINCENT- ST MARY HIGH SCHOOL | ||||||
| 15 NORTH MAPLE STREET | AKRON | OH | 44303 | PC | GENERAL OPERATING FUNDS | $5,000 |
| STEWART'S CARING PLACE | ||||||
| 2955 W MARKET ST STE R | AKRON | OH | 44333 | PC | GENERAL FUNDING FOR WELLNESS SERVICES TO CANCER PATIENTS AND FAMILIES IN NEED | $2,000 |
| TRULY REACHING YOU MINISTRIES | ||||||
| 587 BAIRD STREET | AKRON | OH | 44311 | PC | GENERAL FUNDS FOR PROGRAMS THAT PROVIDE HOUSING, COUNSELING AND JOB TRAINING POST INCARCERATION. | $5,000 |
| WALSH JESUIT HIGH SCHOOL | ||||||
| 4550 WYOGA LAKE ROAD | CUYAHOGA FALLS | OH | 44224 | PC | GENERAL OPERATING FUNDS | $5,000 |
| WOMEN'S BOARD CCCS OF SUMMIT COUNTY | ||||||
| 812 BIRUTA ST | AKRON | OH | 44307 | PC | BAGS OF LOVE CHRISTMAS PROGRAM | $500 |
| ZANE'S INC | ||||||
| PO BOX 1624 | STOW | OH | 44224 | PC | FUNDING FOR SPECIAL SERVICES AND EQUIPMENT FOR DISABLED STUDENTS. | $2,000 |
| GOOD SAMARITAN HUNGER CENTER | ||||||
| PO BOX 5753 | AKRON | OH | 44372 | PC | PROVIDE MEALS TO THE NEEDY | $1,000 |
| CLEVELAND RAPE CRISIS CENTER | ||||||
| 2937 W 25TH ST 2ND FLOOR | CLEVELAND | OH | 44113 | PC | GENERAL OPERATING FUNDS | $1,000 |
| HOPE AND HEALING SURVIVOR RESOURCE CENTER | ||||||
| 974 E MARKET ST | AKRON | OH | 44305 | PC | OPERATIONS - BATTERED WOMEN'S SHELTER | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $85,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $47,060 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $51,552 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $98,612 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $98,612 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INTERNATIONAL STEM CELL CORP | StockNm |
| EOY Book Value | $2,300 | EOYBookValueAmt |
| EOYFMV | $4 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (40 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALLIANZGI NFJ DIVIDEND VALUE FUND | AT COST | $53,752 | $49,737 |
| ALGER SMALL CAP GROWTH FUND CLASS Z | AT COST | $23,000 | $22,905 |
| AMG MANAGERS DOUBLELINE CORE PLUS BOND FUND CLASS I | AT COST | $55,065 | $55,841 |
| DWS RREEF GLOBAL INFRASTRUCTURE FUND INT CLASS | AT COST | $22,585 | $28,598 |
| DODGE & COX INTERNATIONAL FUND | AT COST | $26,644 | $28,618 |
| DODGE & COX STOCK FUND | AT COST | $59,441 | $72,920 |
| DOUBLELINE SHILLER ENHANCED CAPE FUND CLASS I | AT COST | $57,664 | $65,829 |
| EATON VANCE GLOBAL MACRO ABSOLUTE RETURN FUND CLASS I | AT COST | $17,924 | $16,829 |
| EUROPACIFIC GROWTH FUND CLASS F-2 | AT COST | $31,465 | $37,295 |
| FIDELITY NEW MARKETS INCOME | AT COST | $37,778 | $35,159 |
| ISHARES TR S&P SMALL-CAP 600 GROWTH ETF | AT COST | $15,077 | $28,029 |
| ISHARES TR S&P SMALL-CAP 600 VALUE | AT COST | $15,087 | $24,120 |
| ISHARES TR MSCI EAFE ETF | AT COST | $25,021 | $28,054 |
| ISHARES TR MSCI USA MIN VOLATILITY | AT COST | $45,008 | $87,117 |
| ISHARES TR MSCI EAFE MINIMUM VOLATILITY | AT COST | $37,352 | $40,997 |
| ISHARES TR RUSSELL 1000 GROWTH ETF | AT COST | $45,037 | $121,033 |
| ISHARES TR RUSSELL 1000 VALUE ETF | AT COST | $55,096 | $75,337 |
| ISHARES TR S&P MIDCAP 400 GROWTH | AT COST | $29,928 | $64,528 |
| ISHARES TR S&P MIDCAP 400 VALUE | AT COST | $30,010 | $60,097 |
| JANUS HENDERSON GLOBAL RESEARCH | AT COST | $17,853 | $19,289 |
| JPMORGAN LARGE-CAP GROWTH FUND CLASS I | AT COST | $44,987 | $58,843 |
| JPMORGAN SMALL-CAP EQUITY FUND CLASS I | AT COST | $20,950 | $30,595 |
| NUVEEN MID CAP GROWTH OPPORTUNITIES FUND CLASS I | AT COST | $40,165 | $37,153 |
| INVESCO OPPENHEIMER MAIN STREET FUND CLASS Y | AT COST | $64,481 | $70,457 |
| PIMCO HIGH YIELD FUND INSTITUTIONAL | AT COST | $45,182 | $44,908 |
| PIMCO TOTAL RETURN FUND INSTITUTIONAL | AT COST | $70,797 | $65,009 |
| T ROWE PRICE EMERGING MKTS | AT COST | $52,734 | $80,417 |
| T ROWE PRICE GROWTH STOCK | AT COST | $58,127 | $87,850 |
| T ROWE PRICE MID-CAP | AT COST | $50,521 | $58,611 |
| TEMPLETON GLOBAL TOTAL RETURN | AT COST | $38,035 | $33,232 |
| THE INCOME FUND OF AMERICA CLASS F-2 | AT COST | $32,866 | $47,122 |
| THE INVESTMENT COMPANY OF AMERICA | AT COST | $49,689 | $55,797 |
| THE TAX-EXEMPT BOND FUND OF AMERICA | AT COST | $47,027 | $50,975 |
| THORNBURG LTD TERM INCOME INSTITUTIONAL | AT COST | $48,671 | $48,540 |
| VANGUARD 500 INDEX FUND INVESTOR SHARES | AT COST | $68,155 | $146,833 |
| VANGUARD INTERMEDIATE TERM | AT COST | $53,403 | $51,651 |
| VANGUARD INTERMEDIATE-TERM TAX EXEMPT | AT COST | $44,646 | $49,083 |
| VANGUARD SPECIALIZED FUNDS | AT COST | $39,624 | $67,067 |
| VANGUARD SHORT-TERM INVESTMENT-GRADE FUND ADMIRAL SHARES | AT COST | $48,639 | $49,289 |
| BOYD WATTERSON LIMITED DURATION ENHANCED INCOME FUND CLASS I2 | AT COST | $30,529 | $30,713 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE FILING FEE | $200 | $0 | $200 |
| SUPPLIES | $491 | $0 | $491 |
| WORKERS COMPENSATION | $127 | $0 | $127 |
| TELEPHONE | $876 | $0 | $876 |
| MOVING | $368 | $0 | $368 |
| OUTSIDE CONTRACT SERVICES | $917 | $0 | $917 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $13,471 | Amt |
| Net Investment Income | $13,471 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $665 | $665 | $0 |
| FEDERAL TAX | $1,000 | $0 | $0 |
| PAYROLL TAXES | $4,420 | $1,105 | $3,315 |