THE MIFSUD FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE MIFSUD FAMILY FOUNDATION (EIN 34-1881436)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-02-11
- IRS object ID
- 202520429349100302
- Schema version
- 2024v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-02-11T08:26:43-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 261352545 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CG COOK & ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8259 MORLEY RD | AddressLine1Txt |
| City | MENTOR | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44060 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341881436 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MIFSUD FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MIFS | BusinessNameControlTxt |
| Phone | 3303362530 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 309 | AddressLine1Txt |
| City | WADSWORTH | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44282 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | OSCAR MIFSUD | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3303362530 | PhoneNum |
| Signature | 2025-02-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTOPHER COOK | PreparerPersonNm |
| PTIN | P01201618 | PTIN |
| Phone | 4404770403 | PhoneNum |
| Preparation | 2025-02-10 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,038,814 | 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 | $11,377 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $45,749 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $45,749 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $335,949 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,154,152 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $335,949 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $393,075 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $381,698 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $293 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $373 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,666 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,000 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,131,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,131,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,135,766 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,000 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,131,100 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$742,691 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $379,698 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $109,418 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $164,550 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $164,550 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $127,840 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $86,680 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $86,629 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $878,801 | CorporateStockBOYAmt |
| Corporate Stock EOY | $501,080 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $700,430 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $464,582 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $85,686 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $86,849 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $356 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,580,641 | TotalAssetsBOYAmt |
| Total Assets EOY | $837,996 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,038,814 | 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 | $1,580,641 | RetainedEarningBOYAmt |
| Retained Earning EOY | $837,996 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,580,641 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $837,996 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,580,641 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $837,996 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,580,641 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$742,691 | ExcessRevenueOverExpensesAmt |
| Other Increases | $46 | OtherIncreasesAmt |
| Subtotal | $837,996 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $837,996 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $1,140,504 | $818,203 | $322,301 | $322,301 |
| CAPITAL GAINS DIVIDENDS | P | $13,648 | $13,648 | $13,648 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $335,949 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,278 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,278 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,278 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $760 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $760 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $4,518 | TaxDueAmt |
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 | OSCAR J MIFSUD | IndividualWithBooksNm |
| Phone | 3303362530 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 309 | AddressLine1Txt |
| City | WADSWORTH | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44282 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| OSCAR MIFSUD | ||||||||
| PO BOX 309 | WADSWORTH | OH | 44282 | PRESIDENT/TREASURER | 4.00 | $0 | $0 | $0 |
| JUDITH MIFSUD | ||||||||
| PO BOX 309 | WADSWORTH | OH | 44282 | VP/SECRETARY | 4.00 | $0 | $0 | $0 |
| RYAN MIFSUD | ||||||||
| PO BOX 309 | WADSWORTH | OH | 44282 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| ELIZABETH MIFSUD | ||||||||
| PO BOX 309 | WADSWORTH | OH | 44282 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| SHELLY KOHRS | ||||||||
| PO BOX 309 | WADSWORTH | OH | 44282 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| CRAIG KOHRS | ||||||||
| PO BOX 309 | WADSWORTH | OH | 44282 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,464,581 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,464,581 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,464,581 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,969 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,442,612 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $72,131 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $72,131 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,278 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,278 | TotalTaxAmt |
| Distributable Before Adj | $66,853 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $66,853 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $66,853 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,131,100 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,131,100 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $66,853 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $43,159 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $54,315 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $73,544 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $90,817 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $22,641 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $284,476 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,131,100 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $66,853 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,064,247 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,348,723 | 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 | $43,159 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,305,564 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $54,315 | ExcessFromYear4Amt |
| Excess From Year3 | $73,544 | ExcessFromYear3Amt |
| Excess From Year2 | $90,817 | ExcessFromYear2Amt |
| Excess From Year1 | $22,641 | ExcessFromYear1Amt |
| Excess From Current Year | $1,064,247 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | OSCAR MIFSUD | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACCESS INC | |||||||
| 230 WEST MARKET STREET | AKRON | OH | 44303 | NONE | PC | OPERATING FUNDS | $500 |
| ALS ASSOCIATION OF NORTHERN OHIO | |||||||
| 6133 ROCKSIDE RD | INDEPENDENCE | OH | 44131 | NONE | PC | OPERATING FUNDS | $1,000 |
| CLEVELAND CLINIC FOUNDATION | |||||||
| 9500 EUCLID AVE | CLEVELAND | OH | 44195 | NONE | PC | TURNING PAGES PROGRAM AND OTHER SUPPORT | $20,250 |
| EMBRACE CLINIC | |||||||
| 180 1ST ST NW | BARBERTON | OH | 44203 | NONE | PC | OPERATING FUNDS | $500 |
| GIRLS AND BOYS TOWN | |||||||
| 200 FLANAGAN BLVD | BOYS TOWN | NE | 68010 | NONE | PC | OPERATING FUNDS | $2,000 |
| HARVEST HOME | |||||||
| 24 NORTH PROSPECT STREET | AKRON | OH | 44304 | NONE | PC | OPERATING FUNDS | $500 |
| LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 5700 BRECKSVILLE ROAD | INDEPENDENCE | OH | 44131 | NONE | PC | OPERATING FUNDS | $2,500 |
| LUSTGARTEN FOUNDATION | |||||||
| 415 CROSSWAYS PARK DR | WOODBURY | NY | 11797 | NONE | PC | OPERATING FUNDS | $500 |
| OHIO NORTHERN UNIV | |||||||
| 525 S MAIN STREET | ADA | OH | 45810 | NONE | PC | DAY OF GIVING | $6,000 |
| OHIO NORTHERN UNIV MIFSUD COLLABORATIVE LEARNING CENTER | |||||||
| 525 S MAIN STREET | ADA | OH | 45810 | NONE | PC | HETERICK MEMORIAL LIBRARY CAPITAL PROJECTS FUND | $1,000,000 |
| OHIO NORTHERN UNIV MIFSUD COLLABORATIVE LEARNING CENTER | |||||||
| 525 S MAIN STREET | ADA | OH | 45810 | NONE | PC | ANNUAL SUPPORT | $7,500 |
| OHIO NORTHERN UNIV MIFSUD COLLABORATIVE LEARNING CENTER | |||||||
| 525 S MAIN STREET | ADA | OH | 45810 | NONE | PC | ENDOWMENT SUPPORT | $50,000 |
| OHIO NORTHERN UNIV OJM LEADERSHIP SCHOLARSHIP FUND | |||||||
| 525 S MAIN STREET | ADA | OH | 45810 | NONE | PC | SCHOLARSHIP PROGRAM | $12,000 |
| OHIO NORTHERN UNIV | |||||||
| 525 S MAIN STREET | ADA | OH | 45810 | NONE | PC | EARLY CHILDHOOD DEVELOPMENT CENTER | $5,000 |
| ST HILARY PARISH FOUNDATION | |||||||
| 2750 WEST MARKET ST | AKRON | OH | 44333 | NONE | PC | ANNUAL SUPPORT | $2,000 |
| ST VINCENT DE PAUL SOCIETY - SACRED HEART PARISH | |||||||
| 110 HUMBOLT AVE | WADSWORTH | OH | 44281 | NONE | PC | OPERATING FUNDS | $1,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | PC | RESEARCH PROGRAM | $2,000 |
| THE SALVATION ARMY | |||||||
| 527 COLLEGE STREET | WADSWORTH | OH | 44281 | NONE | PC | OPERATING FUNDS | $1,000 |
| UNITED WAY OF MEDINA COUNTY | |||||||
| 2573 MEDINA ROAD | MEDINA | OH | 44256 | NONE | PC | OPERATING FUNDS | $1,000 |
| UNIVERSITY OF DAYTON | |||||||
| 300 COLLEGE PARK | DAYTON | OH | 45469 | NONE | PC | ANNUAL SUPPORT | $1,850 |
| UNIVERSITY OF DAYTON | |||||||
| 300 COLLEGE PARK | DAYTON | OH | 45469 | NONE | PC | FINANCIAL AID SCHOLARSHIP | $10,000 |
| VISTA MARIA | |||||||
| 20651 WEST WARREN AVE | DEARBORN | MI | 48127 | NONE | PC | OPERATING FUNDS | $500 |
| WADSWORTH FISH | |||||||
| 150 COLLEGE ST | WADSWORTH | OH | 44281 | NONE | PC | OPERATING FUNDS | $500 |
| WADSWORTH NATIONAL FIRE SAFETY | |||||||
| 343 COLLEGE ST | WADSWORTH | OH | 44281 | NONE | PC | OPERATING FUNDS | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,131,100 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CLEVELAND CLINIC FOUNDATION | |||||||
| 9500 EUCLID AVE | CLEVELAND | OH | 44195 | NONE | PC | TURNING PAGES PROGRAM | $60,000 |
| OHIO NORTHERN UNIV MIFSUD COLLABORATIVE LEARNING CENTER | |||||||
| 525 S MAIN STREET | ADA | OH | 45810 | NONE | PC | HETERICK MEMORIAL LIBRARY CAPITAL PROJECTS FUND | $20,000 |
| OHIO NORTHERN UNIV MIFSUD COLLABORATIVE LEARNING CENTER | |||||||
| 525 S MAIN STREET | ADA | OH | 45810 | NONE | PC | ENDOWMENT SUPPORT | $100,000 |
| UNIVERSITY OF DAYTON | |||||||
| 300 COLLEGE PARK | DAYTON | OH | 45469 | NONE | PC | FINANCIAL AID SCHOLARSHIP | $40,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $220,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $45,749 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $335,949 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $381,698 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $381,698 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | OSCAR J MIFSUD | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 309 | AddressLine1Txt |
| City | WADSWORTH | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44281 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $11,377 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,000 | Amt |
| Net Investment Income | $2,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GS HIGH YIELD FLOATING RATE FUND 7948.593 S | $43,061 | $43,121 |
| GS HIGH YIELD FUND 12893.032 S | $42,625 | $43,728 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| RUSSELL 1000 GROWTH INDEX ETF 1325 S | $140,077 | $263,436 |
| GS US EQUITY DIV AND PREMIUM 26515.522 S | $185,145 | $237,458 |
| GS INTL EQUITY DIV AND PREM FUND 19371.717 S | $57,749 | $62,783 |
| ISHARES TR ISHARES CURR HEDGED MSCI 4323 S | $58,101 | $66,546 |
| VANGUARD SMALL CAP ETF 481 S | $37,053 | $46,134 |
| ISHARES CORE MSCI EMERG MKTS ETF 820 S | $22,955 | $24,073 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $86,680 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $86,629 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INCOME | Desc |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $356 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OHIO REGISTRATION FEE | $200 | $0 | $0 |
| MISC OFFICE EXPENSES | $173 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BEGINNING BALANCE ADJUSTMENT | Desc |
| Amt | $46 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $293 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |