PEOPLES BANK FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- PEOPLES BANK FOUNDATION INC (EIN 30-0222364)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-10
- IRS object ID
- 202503149349103310
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases 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 | 2025-11-10T16:01:30-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 YARD STREET SUITE 200 | AddressLine1Txt |
| City | GRANDVIEW HEIGHTS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43212 | 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 | 300222364 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PEOPLES BANK FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PEOP | BusinessNameControlTxt |
| Phone | 7403746172 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 138 PUTNAM STREET | AddressLine1Txt |
| City | MARIETTA | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45750 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFF CARMICHAEL | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7403746172 | PhoneNum |
| Signature | 2025-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH B HULL | PreparerPersonNm |
| PTIN | P00135850 | PTIN |
| Phone | 6142327290 | PhoneNum |
| Preparation | 2025-11-10 | PreparationDt |
| 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 | $2,206,081 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $960,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $59,907 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $59,907 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $87,116 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $714,279 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $87,116 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $869 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $1,107,892 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $147,023 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,360 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,180 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,180 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $20,797 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $20,797 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $200 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $200 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $19,557 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $9,779 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $9,779 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $42,914 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $31,956 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,959 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $772,287 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $772,287 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $815,201 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $31,956 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $783,246 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $292,691 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $115,067 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $117,678 | CashBOYAmt |
| Cash EOY | $121,392 | CashEOYAmt |
| Cash EOYFMV | $121,392 | CashEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $797,264 | CorporateStockBOYAmt |
| Corporate Stock EOY | $883,683 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,190,842 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $688,311 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $892,456 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $893,847 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,603,253 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,897,531 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,206,081 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,603,253 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,897,531 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,603,253 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,897,531 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,603,253 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,897,531 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,603,253 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $292,691 | ExcessRevenueOverExpensesAmt |
| Other Increases | $7,299 | OtherIncreasesAmt |
| Subtotal | $1,903,243 | SubtotalAmt |
| Other Decreases | $5,712 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,897,531 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (280 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 35.369 FIDELITY INTERNATIONAL INDEX FUND #2363 | 2023-08-31 | 2024-01-16 | $1,643 | $1,610 | $33 | $33 | |
| 136.468 FIDELITY ADVISOR MEGA CAP STOCK I FUND 2 | 2023-12-18 | 2024-01-16 | $2,837 | $2,627 | $210 | $210 | |
| 861.857 FIDELITY INTERMEDIATE TREASURY BOND INDE | 2022-11-28 | 2024-01-16 | $8,343 | $8,326 | $17 | $17 | |
| 60.396 JP MORGAN LARGE CAP GROWTH R6 | 2022-06-02 | 2024-01-16 | $3,873 | $3,154 | $719 | $719 | |
| 632.135 JP MORGAN CORE BOND R6 #3900 | 2023-05-23 | 2024-01-16 | $6,473 | $6,506 | -$33 | -$33 | |
| 601.165 JP MORGAN SHORT DURATION BD R6 #3944 | 2022-12-29 | 2024-01-16 | $6,451 | $6,287 | $164 | $164 | |
| 65.57 JP MORGAN EQUITY INCOME FUND I FUND #312 | 2022-08-25 | 2024-01-16 | $1,486 | $1,522 | -$36 | -$36 | |
| 65.445 MFS INTERNATIONAL EQUITY FUND R6 FUND 40 | 2023-08-31 | 2024-01-16 | $2,119 | $2,062 | $57 | $57 | |
| 105.033 SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY | 2022-06-02 | 2024-01-16 | $1,078 | $1,024 | $54 | $54 | |
| 55.487 THRIVENT SMALL CAP STOCK FUND S #94 | 2022-04-21 | 2024-01-16 | $1,579 | $1,753 | -$174 | -$174 | |
| 32.921 VANGUARD EQUITY INCOME ADM FUND #565 | 2022-06-02 | 2024-01-16 | $2,733 | $3,006 | -$273 | -$273 | |
| 239.81 VANGUARD SHORT TERM BOND INDEX ADMIRAL F | 2022-11-28 | 2024-01-16 | $2,422 | $2,365 | $57 | $57 | |
| 394.341 VANGUARD SHORT-TERM INVMT GRADE ADM CL F | 2023-11-30 | 2024-01-16 | $4,034 | $3,966 | $68 | $68 | |
| 7.251 VANGUARD MID-CAP INDEX ADMIRAL SHARES # | 2022-04-21 | 2024-01-16 | $2,046 | $2,091 | -$45 | -$45 | |
| 37.844 VANGUARD GROWTH INDEX ADM | 2021-06-28 | 2024-01-16 | $6,084 | $5,496 | $588 | $588 | |
| 8.63738 VANGUARD SMALL-CAP INDEX FUND ADMIRAL SH | 2021-06-21 | 2024-01-16 | $851 | $909 | -$58 | -$58 | |
| 28.24562 VANGUARD SMALL-CAP INDEX FUND ADMIRAL SH | 2021-06-21 | 2024-01-16 | $2,784 | $2,948 | -$164 | -$164 | |
| 38.458 VANGUARD 500 INDEX ADMIRAL FUND #540 | 2022-04-21 | 2024-01-16 | $16,916 | $15,491 | $1,425 | $1,425 | |
| 1239.506 FIDELITY ADVISOR MEGA CAP STOCK I FUND 2 | 2023-12-18 | 2024-01-29 | $26,711 | $23,121 | $3,590 | $3,590 | |
| 1952.698 FIDELITY ADVISOR MEGA CAP STOCK I FUND 2 | 2023-05-23 | 2024-01-29 | $42,081 | $36,340 | $5,741 | $5,741 | |
| 372.48464 JP MORGAN CORE BOND R6 #3900 | 2023-12-20 | 2024-01-29 | $3,811 | $3,822 | -$11 | -$11 | |
| 58.02636 JP MORGAN CORE BOND R6 #3900 | 2023-05-23 | 2024-01-29 | $594 | $595 | -$1 | -$1 | |
| 544.00094 JP MORGAN CORE BOND R6 #3900 | 2023-05-23 | 2024-01-29 | $5,565 | $5,576 | -$11 | -$11 | |
| 613.00106 JP MORGAN CORE BOND R6 #3900 | 2023-05-23 | 2024-01-29 | $6,271 | $6,283 | -$12 | -$12 | |
| 119.652 JP MORGAN SHORT DURATION BD R6 #3944 | 2022-11-28 | 2024-01-29 | $1,281 | $1,247 | $34 | $34 | |
| 5.569 JP MORGAN EQUITY INCOME FUND I FUND #312 | 2023-12-14 | 2024-01-29 | $129 | $126 | $3 | $3 | |
| 778.716 JP MORGAN EQUITY INCOME FUND I FUND #312 | 2022-12-20 | 2024-01-29 | $17,988 | $14,302 | $3,686 | $3,686 | |
| 266.057 JP MORGAN EQUITY INCOME FUND I FUND #312 | 2023-12-14 | 2024-01-29 | $6,146 | $6,049 | $97 | $97 | |
| 1014.783 JP MORGAN EQUITY INCOME FUND I FUND #312 | 2022-12-29 | 2024-01-29 | $23,441 | $22,044 | $1,397 | $1,397 | |
| 181.881 THRIVENT SMALL CAP STOCK FUND S #94 | 2023-10-20 | 2024-01-29 | $5,375 | $4,783 | $592 | $592 | |
| 192.653 THRIVENT SMALL CAP STOCK FUND S #94 | 2022-03-23 | 2024-01-29 | $5,693 | $5,955 | -$262 | -$262 | |
| 369.147 THRIVENT SMALL CAP STOCK FUND S #94 | 2023-09-14 | 2024-01-29 | $10,908 | $10,003 | $905 | $905 | |
| 244.538 THRIVENT SMALL CAP STOCK FUND S #94 | 2023-01-26 | 2024-01-29 | $7,226 | $7,378 | -$152 | -$152 | |
| 13.508 VANGUARD MID-CAP INDEX ADMIRAL SHARES # | 2022-03-23 | 2024-01-29 | $3,891 | $3,913 | -$22 | -$22 | |
| 14.954 VANGUARD MID-CAP INDEX ADMIRAL SHARES # | 2022-03-23 | 2024-01-29 | $4,307 | $4,222 | $85 | $85 | |
| 14.382 JP MORGAN LARGE CAP GROWTH R6 | 2022-06-02 | 2024-02-20 | $996 | $751 | $245 | $245 | |
| 10.035 VANGUARD GROWTH INDEX ADM | 2021-06-28 | 2024-02-20 | $1,703 | $1,479 | $224 | $224 | |
| 2.209 VANGUARD 500 INDEX ADMIRAL FUND #540 | 2022-12-20 | 2024-02-20 | $1,016 | $778 | $238 | $238 | |
| 20.165 THRIVENT LARGE CAP VALUE FUND S FUND #92 | 2024-02-20 | 2024-04-22 | $592 | $566 | $26 | $26 | |
| .722 VANGUARD EQUITY INCOME ADM FUND #565 | 2022-06-02 | 2024-04-22 | $63 | $68 | -$5 | -$5 | |
| 43.335 DFA US SMALL CAP PORTFOLIO #5031 | 2024-03-19 | 2024-05-08 | $1,975 | $1,935 | $40 | $40 | |
| 51.565 FIDELITY INTERNATIONAL INDEX FUND #2363 | 2023-03-20 | 2024-05-08 | $2,566 | $2,200 | $366 | $366 | |
| 107.88616 FIDELITY INTERMEDIATE TREASURY BOND INDE | 2023-01-26 | 2024-05-08 | $1,018 | $1,071 | -$53 | -$53 | |
| 1054.13484 FIDELITY INTERMEDIATE TREASURY BOND INDE | 2023-01-26 | 2024-05-08 | $9,951 | $10,278 | -$327 | -$327 | |
| 48.563 JP MORGAN LARGE CAP GROWTH R6 | 2022-06-02 | 2024-05-08 | $3,516 | $2,532 | $984 | $984 | |
| 160.493 JP MORGAN US EQUITY FUND CLASS I #1224 | 2024-03-19 | 2024-05-08 | $3,757 | $3,632 | $125 | $125 | |
| 69.30169 JP MORGAN CORE BOND R6 #3900 | 2023-05-23 | 2024-05-08 | $696 | $710 | -$14 | -$14 | |
| 547.11331 JP MORGAN CORE BOND R6 #3900 | 2023-05-23 | 2024-05-08 | $5,498 | $5,608 | -$110 | -$110 | |
| 929.142 JP MORGAN SHORT DURATION BD R6 #3944 | 2023-02-15 | 2024-05-08 | $9,914 | $9,782 | $132 | $132 | |
| 66.819 MFS INTERNATIONAL EQUITY FUND R6 FUND 40 | 2024-03-19 | 2024-05-08 | $2,305 | $2,268 | $37 | $37 | |
| 38.50225 PIMCO INCOME FUND INST CLASS FUND 1821 | 2024-01-29 | 2024-05-08 | $404 | $408 | -$4 | -$4 | |
| 200.81175 PIMCO INCOME FUND INST CLASS FUND 1821 | 2024-01-29 | 2024-05-08 | $2,109 | $2,129 | -$20 | -$20 | |
| 280.549 SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY | 2022-06-02 | 2024-05-08 | $3,106 | $2,735 | $371 | $371 | |
| 97.321 THRIVENT LARGE CAP VALUE FUND S FUND #92 | 2024-03-19 | 2024-05-08 | $2,902 | $2,794 | $108 | $108 | |
| 23.44821 VANGUARD EQUITY INCOME ADM FUND #565 | 2022-06-02 | 2024-05-08 | $2,096 | $2,159 | -$63 | -$63 | |
| 15.97579 VANGUARD EQUITY INCOME ADM FUND #565 | 2022-06-02 | 2024-05-08 | $1,428 | $1,460 | -$32 | -$32 | |
| 419.159 VANGUARD SHORT TERM BOND INDEX ADMIRAL F | 2022-11-28 | 2024-05-08 | $4,187 | $4,133 | $54 | $54 | |
| 98.99525 VANGUARD SHORT-TERM INVMT GRADE ADM CL F | 2024-01-29 | 2024-05-08 | $1,006 | $1,013 | -$7 | -$7 | |
| 570.82975 VANGUARD SHORT-TERM INVMT GRADE ADM CL F | 2024-01-29 | 2024-05-08 | $5,800 | $5,840 | -$40 | -$40 | |
| 4.91 VANGUARD MID-CAP INDEX ADMIRAL SHARES # | 2022-03-23 | 2024-05-08 | $1,481 | $1,372 | $109 | $109 | |
| 37.592 VANGUARD GROWTH INDEX ADM | 2021-06-28 | 2024-05-08 | $6,632 | $5,377 | $1,255 | $1,255 | |
| 12.77219 VANGUARD SMALL-CAP INDEX FUND ADMIRAL SH | 2021-06-21 | 2024-05-08 | $1,352 | $1,377 | -$25 | -$25 | |
| 16.95181 VANGUARD SMALL-CAP INDEX FUND ADMIRAL SH | 2021-04-01 | 2024-05-08 | $1,794 | $1,824 | -$30 | -$30 | |
| 36.718 VANGUARD 500 INDEX ADMIRAL FUND #540 | 2021-06-04 | 2024-05-08 | $17,592 | $14,344 | $3,248 | $3,248 | |
| 13.009 FIDELITY INTERNATIONAL INDEX FUND #2363 | 2023-03-20 | 2024-05-20 | $666 | $555 | $111 | $111 | |
| 6.913 JP MORGAN LARGE CAP GROWTH R6 | 2022-06-02 | 2024-05-20 | $515 | $361 | $154 | $154 | |
| 44.135 JP MORGAN US EQUITY FUND CLASS I #1224 | 2024-01-29 | 2024-05-20 | $1,055 | $967 | $88 | $88 | |
| 18.748 MFS INTERNATIONAL EQUITY FUND R6 FUND 40 | 2024-02-20 | 2024-05-20 | $666 | $621 | $45 | $45 | |
| 76.984 SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY | 2022-06-02 | 2024-05-20 | $874 | $775 | $99 | $99 | |
| 8.847 VANGUARD EQUITY INCOME ADM FUND #565 | 2022-06-02 | 2024-05-20 | $806 | $832 | -$26 | -$26 | |
| .443 VANGUARD MID-CAP INDEX ADMIRAL SHARES # | 2022-12-20 | 2024-05-20 | $136 | $123 | $13 | $13 | |
| 12.474 VANGUARD GROWTH INDEX ADM | 2023-03-20 | 2024-05-20 | $2,263 | $1,757 | $506 | $506 | |
| 4.617 VANGUARD SMALL-CAP INDEX FUND ADMIRAL SH | 2022-03-23 | 2024-05-20 | $500 | $466 | $34 | $34 | |
| 7.258 VANGUARD 500 INDEX ADMIRAL FUND #540 | 2022-12-20 | 2024-05-20 | $3,562 | $2,557 | $1,005 | $1,005 | |
| 44.016 FIDELITY INTERMEDIATE TREASURY BOND INDE | 2023-04-20 | 2024-06-11 | $418 | $430 | -$12 | -$12 | |
| 14.122 JP MORGAN LARGE CAP GROWTH R6 | 2022-06-02 | 2024-06-11 | $1,076 | $737 | $339 | $339 | |
| 1.452 JP MORGAN US EQUITY FUND CLASS I #1224 | 2024-01-29 | 2024-06-11 | $35 | $32 | $3 | $3 | |
| 235.656 VANGUARD SHORT TERM BOND INDEX ADMIRAL F | 2024-05-20 | 2024-06-11 | $2,361 | $2,370 | -$9 | -$9 | |
| 1375.803 VANGUARD SHORT TERM BOND INDEX ADMIRAL F | 2023-02-21 | 2024-06-11 | $13,786 | $13,565 | $221 | $221 | |
| 1759.175 VANGUARD SHORT TERM BOND INDEX ADMIRAL F | 2024-05-22 | 2024-06-11 | $17,627 | $17,643 | -$16 | -$16 | |
| 4579.381 VANGUARD SHORT TERM BOND INDEX ADMIRAL F | 2022-11-28 | 2024-06-11 | $45,885 | $45,153 | $732 | $732 | |
| 12.555 VANGUARD GROWTH INDEX ADM | 2023-03-20 | 2024-06-11 | $2,364 | $1,540 | $824 | $824 | |
| 11.052 VANGUARD GROWTH INDEX ADM | 2021-06-28 | 2024-06-11 | $2,081 | $1,576 | $505 | $505 | |
| 6.443 VANGUARD 500 INDEX ADMIRAL FUND #540 | 2022-12-20 | 2024-06-11 | $3,204 | $949 | $2,255 | $2,255 | |
| 2.089 JP MORGAN US EQUITY FUND CLASS I #1224 | 2024-01-29 | 2024-07-22 | $52 | $46 | $6 | $6 | |
| 2.171 VANGUARD 500 INDEX ADMIRAL FUND #540 | 2023-06-20 | 2024-07-22 | $1,115 | $882 | $233 | $233 | |
| 61.138 FIDELITY INTERMEDIATE TREASURY BOND INDE | 2023-06-20 | 2024-08-20 | $606 | $596 | $10 | $10 | |
| 42.003 JP MORGAN US EQUITY FUND CLASS I #1224 | 2024-01-29 | 2024-08-20 | $1,059 | $920 | $139 | $139 | |
| 40.532 JP MORGAN CORE BOND R6 #3900 | 2023-05-23 | 2024-08-20 | $425 | $415 | $10 | $10 | |
| 1.228 VANGUARD 500 INDEX ADMIRAL FUND #540 | 2023-06-20 | 2024-08-20 | $635 | $499 | $136 | $136 | |
| 8.422 DFA US SMALL CAP PORTFOLIO #5031 | 2024-01-29 | 2024-09-20 | $409 | $372 | $37 | $37 | |
| 5.684 FIDELITY INTERNATIONAL INDEX FUND #2363 | 2023-06-20 | 2024-09-20 | $299 | $263 | $36 | $36 | |
| 38.133 FIDELITY INTERMEDIATE TREASURY BOND INDE | 2023-06-20 | 2024-09-20 | $381 | $369 | $12 | $12 | |
| 7.316 JP MORGAN LARGE CAP GROWTH R6 | 2023-08-21 | 2024-09-20 | $586 | $417 | $169 | $169 | |
| 17.97 JP MORGAN US EQUITY FUND CLASS I #1224 | 2024-01-29 | 2024-09-20 | $463 | $394 | $69 | $69 | |
| 21.134 JP MORGAN CORE BOND R6 #3900 | 2023-05-23 | 2024-09-20 | $224 | $217 | $7 | $7 | |
| 9.188 MFS INTERNATIONAL EQUITY FUND R6 FUND 40 | 2023-05-23 | 2024-09-20 | $336 | $293 | $43 | $43 | |
| 6.191 THRIVENT LARGE CAP VALUE FUND S FUND #92 | 2024-01-29 | 2024-09-20 | $195 | $174 | $21 | $21 | |
| 4.507 VANGUARD EQUITY INCOME ADM FUND #565 | 2022-06-02 | 2024-09-20 | $427 | $424 | $3 | $3 | |
| 1.803 VANGUARD MID-CAP INDEX ADMIRAL SHARES # | 2023-06-20 | 2024-09-20 | $584 | $470 | $114 | $114 | |
| 4.972 VANGUARD GROWTH INDEX ADM | 2023-08-21 | 2024-09-20 | $975 | $712 | $263 | $263 | |
| 6.442 VANGUARD SMALL-CAP INDEX FUND ADMIRAL SH | 2022-03-23 | 2024-09-20 | $729 | $650 | $79 | $79 | |
| 4.456 VANGUARD 500 INDEX ADMIRAL FUND #540 | 2023-06-20 | 2024-09-20 | $2,351 | $1,331 | $1,020 | $1,020 | |
| 160.59 SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY | 2024-01-29 | 2024-10-09 | $1,847 | $1,622 | $225 | $225 | |
| 1595.329 SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY | 2023-09-14 | 2024-10-09 | $18,346 | $15,977 | $2,369 | $2,369 | |
| 1114.962 SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY | 2024-09-30 | 2024-10-09 | $12,822 | $12,176 | $646 | $646 | |
| 2529.29 SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY | 2023-09-29 | 2024-10-09 | $29,087 | $25,150 | $3,937 | $3,937 | |
| .702 VANGUARD 500 INDEX ADMIRAL FUND #540 | 2005-10-18 | 2024-10-09 | $375 | $76 | $299 | $299 | |
| 6.337 JP MORGAN LARGE CAP GROWTH R6 | 2023-10-20 | 2024-10-21 | $525 | $351 | $174 | $174 | |
| 3.728 JP MORGAN US EQUITY FUND CLASS I #1224 | 2024-01-29 | 2024-10-21 | $99 | $82 | $17 | $17 | |
| 3.907 VANGUARD GROWTH INDEX ADM | 2023-10-20 | 2024-10-21 | $792 | $553 | $239 | $239 | |
| 2.623 VANGUARD 500 INDEX ADMIRAL FUND #540 | 2023-10-20 | 2024-10-21 | $1,418 | $1,023 | $395 | $395 | |
| 87.399 DFA US SMALL CAP PORTFOLIO #5031 | 2024-09-30 | 2024-10-30 | $4,265 | $4,024 | $241 | $241 | |
| 159.03092 DFA INTERNATIONAL VALUE I #5045 | 2024-10-09 | 2024-10-30 | $3,389 | $3,464 | -$75 | -$75 | |
| 124.43308 DFA INTERNATIONAL VALUE I #5045 | 2024-10-09 | 2024-10-30 | $2,652 | $2,710 | -$58 | -$58 | |
| 100.492 FIDELITY INTERNATIONAL INDEX FUND #2363 | 2023-08-15 | 2024-10-30 | $5,117 | $4,342 | $775 | $775 | |
| 469.88017 FIDELITY INTERMEDIATE TREASURY BOND INDE | 2023-05-23 | 2024-10-30 | $4,534 | $4,652 | -$118 | -$118 | |
| 2762.20183 FIDELITY INTERMEDIATE TREASURY BOND INDE | 2022-11-28 | 2024-10-30 | $26,655 | $26,702 | -$47 | -$47 | |
| 142.661 JP MORGAN LARGE CAP GROWTH R6 | 2023-09-29 | 2024-10-30 | $11,732 | $7,915 | $3,817 | $3,817 | |
| 424.121 JP MORGAN US EQUITY FUND CLASS I #1224 | 2024-09-30 | 2024-10-30 | $11,193 | $10,347 | $846 | $846 | |
| 348.26493 JP MORGAN CORE BOND R6 #3900 | 2023-05-23 | 2024-10-30 | $3,570 | $3,587 | -$17 | -$17 | |
| 1324.73807 JP MORGAN CORE BOND R6 #3900 | 2023-05-23 | 2024-10-30 | $13,579 | $13,589 | -$10 | -$10 | |
| 2864.498 JP MORGAN SHORT DURATION BD R6 #3944 | 2023-08-31 | 2024-10-30 | $30,965 | $29,979 | $986 | $986 | |
| 143.947 MFS INTERNATIONAL EQUITY FUND R6 FUND 40 | 2023-05-23 | 2024-10-30 | $5,127 | $4,533 | $594 | $594 | |
| 677.57169 PIMCO INCOME FUND INST CLASS FUND 1821 | 2024-09-30 | 2024-10-30 | $7,169 | $7,223 | -$54 | -$54 | |
| 366.30031 PIMCO INCOME FUND INST CLASS FUND 1821 | 2024-09-30 | 2024-10-30 | $3,875 | $3,952 | -$77 | -$77 | |
| 227.21 THRIVENT LARGE CAP VALUE FUND S FUND #92 | 2024-09-30 | 2024-10-30 | $7,257 | $6,942 | $315 | $315 | |
| 89.542 VANGUARD EQUITY INCOME ADM FUND #565 | 2022-06-02 | 2024-10-30 | $8,576 | $8,201 | $375 | $375 | |
| 2257.279 VANGUARD SHORT-TERM INVMT GRADE ADM CL F | 2023-09-14 | 2024-10-30 | $23,318 | $22,484 | $834 | $834 | |
| 13.579 VANGUARD MID-CAP INDEX ADMIRAL SHARES # | 2023-02-15 | 2024-10-30 | $4,468 | $3,735 | $733 | $733 | |
| 109.335 VANGUARD GROWTH INDEX ADM | 2023-09-14 | 2024-10-30 | $22,173 | $15,617 | $6,556 | $6,556 | |
| 76.875 VANGUARD SMALL-CAP INDEX FUND ADMIRAL SH | 2022-03-23 | 2024-10-30 | $8,802 | $7,961 | $841 | $841 | |
| 100.733 VANGUARD 500 INDEX ADMIRAL FUND #540 | 2023-09-14 | 2024-10-30 | $54,076 | $40,381 | $13,695 | $13,695 | |
| 21.069 JP MORGAN US EQUITY FUND CLASS I #1224 | 2024-01-29 | 2024-11-20 | $564 | $461 | $103 | $103 | |
| 11.43 THRIVENT LARGE CAP VALUE FUND S FUND #92 | 2024-01-29 | 2024-11-20 | $373 | $321 | $52 | $52 | |
| 7.651 VANGUARD GROWTH INDEX ADM | 2023-10-20 | 2024-11-20 | $1,589 | $1,053 | $536 | $536 | |
| 6.876 VANGUARD SMALL-CAP INDEX FUND ADMIRAL SH | 2022-03-23 | 2024-11-20 | $823 | $685 | $138 | $138 | |
| 2.615 VANGUARD 500 INDEX ADMIRAL FUND #540 | 2023-10-20 | 2024-11-20 | $1,430 | $1,020 | $410 | $410 | |
| 12.564 JP MORGAN LARGE CAP GROWTH R6 | 2022-06-02 | 2024-12-20 | $1,065 | $656 | $409 | $409 | |
| 8.095 VANGUARD GROWTH INDEX ADM | 2023-03-20 | 2024-12-20 | $1,739 | $993 | $746 | $746 | |
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,678 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $87,116 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,599 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,599 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,599 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $352 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $648 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $599 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEFF CARMICHAEL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7403746147 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 138 PUTNAM STREET | AddressLine1Txt |
| City | MARIETTA | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45750 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| GEORGE BROUGHTON | ||||||
| 3700 STATE ROUTE 60 | MARIETTA | OH | 45750 | DIRECTOR | 1 | $0 |
| KEVIN EAGAN | ||||||
| 138 PUTNAM STREET | MARIETTA | OH | 45750 | GRANT COORDINATOR-VP, VC | 1 | $0 |
| JEFF CARMICHAEL | ||||||
| 138 PUTNAM STREET | MARIETTA | OH | 45750 | TREASURER | 1 | $0 |
| CHUCK SULERZYSKI | ||||||
| 138 PUTNAM STREET | MARIETTA | OH | 45750 | DIRECTOR | 1 | $0 |
| STACI MATHENEY | ||||||
| 138 PUTNAM STREET | MARIETTA | OH | 45750 | CHAIRMAN & PRESIDENT | 1 | $0 |
| JIM HUGGINS | ||||||
| 138 PUTNAM STREET | MARIETTA | OH | 45750 | DIRECTOR | 1 | $0 |
| KATHRYN BAILEY | ||||||
| 138 PUTNAM STREET | MARIETTA | OH | 45750 | VICE PRESIDENT | 1 | $0 |
| M RYAN KIRKHAM | ||||||
| 138 PUTNAM STREET | MARIETTA | OH | 45750 | SECRETARY | 1 | $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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,941,303 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $156,031 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,097,334 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,097,334 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $31,460 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,065,874 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $103,294 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $103,294 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,599 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,599 | TotalTaxAmt |
| Distributable Before Adj | $101,695 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $101,695 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $101,695 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $783,246 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $783,246 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $101,695 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $455,874 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $728,169 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $566,090 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $639,604 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $656,449 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,046,186 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $783,246 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $101,695 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $681,551 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,727,737 | 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 | $455,874 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,271,863 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $728,169 | ExcessFromYear4Amt |
| Excess From Year3 | $566,090 | ExcessFromYear3Amt |
| Excess From Year2 | $639,604 | ExcessFromYear2Amt |
| Excess From Year1 | $656,449 | ExcessFromYear1Amt |
| Excess From Current Year | $681,551 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KEVIN EAGAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 138 PUTNAM STREET | AddressLine1Txt |
| City | MARIETTA | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45750 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7403746172 | RecipientPhoneNum |
| Form And Info And Materials | GRANT APPLICATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | PRINCIPAL AREAS IN OHIO, WEST VIRGINIA, KENTUCKY, VIRGINIA, WASHINGTON DC, AND MARYLAND | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (241 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| FOUNDATION FOR APPALACHIAN OHIO | ||||||||
| PO BOX 456 | NELSONVILLE | OH | 45764 | NONE | PC | PROGRAM SUPPORT | $12,100 | |
| THE ARC OF THE MID OHIO VALLEY INC | ||||||||
| 1917 DUDLEY AVE | PARKERSBURG | WV | 26101 | NONE | PC | PROGRAM SUPPORT | $1,000 | ATTN MS ELIZABETH FORD |
| CASTING FOR KIDS INC | ||||||||
| P O BOX 625 | WITTENSVILLE | KY | 41274 | NONE | PC | PROGRAM SUPPORT | $2,500 | ATTN MR CHRIS FERGUSON |
| THE DANE FOUNDATION INC | ||||||||
| PO BOX 124 | CUYAHOGA FALLS | OH | 44222 | NONE | PC | PROGRAM SUPPORT | $1,000 | ATTN MS LOWERY LOCKARD CEO |
| CITY OF RUSSELL FIRE DEPT RESCUE EQUIPME | ||||||||
| 500 BELLEFONTE DR | RUSSELL | KY | 41169 | NONE | PC | PROGRAM SUPPORT | $2,000 | ATTN MR TODD SELVAGE CAPTAIN |
| WASHINGTON STATE COMMUNITY COLLEGE FND | ||||||||
| 710 COLEGATE DR | MARIETTA | OH | 45750 | NONE | PC | SCHOLARSHIPS | $25,000 | ATTN MS CHERYL CANADAY |
| HIGHLAND COUNTY SOCIETY FOR | ||||||||
| PO BOX 972 | HILLSBORO | OH | 45133 | NONE | PC | PROGRAM SUPPORT | $2,500 | CRIPPLED CHILDREN & ADULTS |
| RURAL ACTION INC | ||||||||
| 9030 HOCKING HILLS DR | THE PLAINS | OH | 45780 | NONE | PC | PROGRAM SUPPORT | $1,000 | ATTN MS DEBBIE PHILLIPS CEO |
| GROW HIGHLAND COUNTY | ||||||||
| PO BOX 184 | HILLSBORO | OH | 45133 | NONE | PC | PROGRAM SUPPORT | $2,500 | ATTN MS TRACY EVANS |
| HAVAR INC | ||||||||
| 396 RICHLAND AVE | ATHENS | OH | 45701 | NONE | PC | PROGRAM SUPPORT | $560 | ATTN MR SHELBY RHODES |
| SOUTHEASTERN OHIO PORT AUTHORITY | ||||||||
| 204 FRONT ST | MARIETTA | OH | 45750 | NONE | PC | PROGRAM SUPPORT | $12,000 | ATTN MR ANDY KUHN |
| WOMEN WALKING WEST INC | ||||||||
| 8337 VERBENA LN | LIBERTY TWP | OH | 45044 | NONE | PC | PROGRAM SUPPORT | $3,000 | ATTN MS ALICIA FARBSTEIN |
| APPALACHIAN PARTNERSHIP INC | ||||||||
| 35 PUBLIC SQ | NELSONVILLE | OH | 45764 | NONE | PC | PROGRAM SUPPORT | $50,000 | |
| MUSKINGUM VALLEY HEALTH CENTERS | ||||||||
| 859 N MAIN ST | MALTA | OH | 43758 | NONE | PC | PROGRAM SUPPORT | $15,000 | |
| SHEPHERDS CENTER OF GREENBRIER VALLEY | ||||||||
| PO BOX 54 | LEWISBURG | WV | 24901 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| ATHENS ARTISTS MEMORIAL PROJECT | ||||||||
| PO BOX 278 | ATHENS | OH | 45701 | NONE | PC | PROGRAM SUPPORT | $1,000 | ATTN MR DOUG BROOKS PRESIDENT |
| BETSEY MILLS CORPORATION | ||||||||
| 300 FOURTH STREET | MARIETTA | OH | 45750 | NONE | PC | PROGRAM SUPPORT | $12,500 | ATTN MRS KERRY JEAN WADDLEDIR |
| EVERY MEAL | ||||||||
| 2723 PATTON RD | ROSEVILLE | MN | 55113 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| GREATER TWIN CITIES UNITED WAY | ||||||||
| 404 SOUTH EIGHTH STREET | MINNEAPOLIS | MN | 55404 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| JOHN CLEM RECOVERY HOUSE | ||||||||
| 8044 DAIRY LANE | ATHENS | OH | 45701 | NONE | PC | PROGRAM SUPPORT | $1,000 | ATTN MR STEVE ABDELLA BOARD MEMBER |
| MARIETTA COLLEGE | ||||||||
| 215 FIFTH STREET | MARIETTA | OH | 45750 | NONE | PC | PROGRAM SUPPORT | $41,000 | |
| MEMORIAL HEALTH FOUNDATION | ||||||||
| P O BOX 97 | MARIETTA | OH | 45750 | NONE | PC | PROGRAM SUPPORT | $25,000 | |
| NTL FNDN FOR CONSUMER CREDIT INC | ||||||||
| 2435 DUDLEY AVENUE | PARKERSBURG | WV | 26101 | NONE | PC | PROGRAM SUPPORT | $2,500 | |
| TYGART VALLEY UNITED WAY INC | ||||||||
| 221 WASHINGTON STREET | FAIRMONT | WV | 26554 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| UNITED APPEAL OF MASON COUNTY | ||||||||
| PO BOX 327 | MAYSVILLE | KY | 41056 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| UNITED WAY GUERNSEY & NOBLE | ||||||||
| PO BOX 5 | CAMBRIDGE | OH | 43725 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| UNITED WAY MUSK PERRY & MORGAN | ||||||||
| 526 PUTNAM AVE | ZANESVILLE | OH | 43701 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| UNITED WAY NORTHWEST VERMONT | ||||||||
| 412 FARRELL STREET SUITE 200 | S BURLINGTON | VT | 05403 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| UNITED WAY OF CENTRAL WV | ||||||||
| 1 UNITED WAY SQUARE | CHARLESTON | WV | 25301 | NONE | PC | PROGRAM SUPPORT | $4,000 | ATTN KRISTI MOREY |
| UNITED WAY OF CLINTON COUNTY INC | ||||||||
| 63 W MAIN ST | WILMINGTON | OH | 45177 | NONE | PC | PROGRAM SUPPORT | $5,000 | ATTN MS AMANDA HARRISON |
| UNITED WAY OF COSHOCTON COUNTY | ||||||||
| PO BOX 84 | COSHOCTON | OH | 43812 | NONE | PC | PROGRAM SUPPORT | $2,000 | ATTN MS LYN MIZER |
| UNITED WAY OF EASTERN KENTUCKY | ||||||||
| PO BOX 1446 | PRESTONBURG | KY | 41653 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| UNITED WAY OF FAIRFIELD COUNTY | ||||||||
| 115 S BROAD STREET | LANCASTER | OH | 43130 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| UNITED WAY OF GALLIA COUNTY INC | ||||||||
| PO BOX 771 | GALLIPOLIS | OH | 45631 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| UNITED WAY OF GREATER CINCINNATI | ||||||||
| 2400 READING ROAD | CINCINNATI | OH | 45202 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| UNITED WAY OF GREATER CLEVELAND | ||||||||
| 1331 EUCLID AVE | CLEVELAND | OH | 44115 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| UNITED WAY OF GREATER RICHMOND | ||||||||
| 7814 CAROUSEL LN STE 400 | RICHMOND | VA | 23294 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| UNITED WAY OF GREENBRIER VALLEY | ||||||||
| PO BOX 572 | LEWISBURG | WV | 24901 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| UNITED WAY OF HARRISON COUNTY | ||||||||
| 445 WEST MAIN STREET ROOM 203 | CLARKSBURG | WV | 26301 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| UNITED WAY OF JACKSON COUNTY INC | ||||||||
| PO BOX 242 | JACKSON | OH | 45640 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| UNITED WAY OF KNOX COUNTY OHIO | ||||||||
| 305 E HIGH ST | MOUNT VERNON | OH | 43050 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| UNITED WAY OF LEWIS COUNTY | ||||||||
| PO BOX 44 | WESTON | WV | 26452 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| UNITED WAY OF LICKING COUNTY | ||||||||
| PO BOX 4490 | NEWARK | OH | 43058 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| UNITED WAY ALLIANCE OF MOV | ||||||||
| 935 MARKET STREET | PARKERSBURG | WV | 26101 | NONE | PC | PROGRAM SUPPORT | $10,000 | ATTN MS STACY DECICCO |
| UNITED WAY OF NORTHEAST KENTUCKY | ||||||||
| PO BOX 2285 | ASHLAND | KY | 41105 | NONE | PC | PROGRAM SUPPORT | $2,000 | ATTN JERRI COMPTON |
| UNITED WAY OF SUMMIT COUNTY | ||||||||
| 37 N HIGH STREET | AKRON | OH | 44308 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| UNITED WAY OF THE BLUEGRASS INC | ||||||||
| 651 PERIMETER DR STE 510 | LEXINGTON | KY | 40517 | NONE | PC | PROGRAM SUPPORT | $2,000 | |
| UNITED WAY OF THE RIVER CITIES | ||||||||
| 820 MADISON AVE | HUNTINGTON | WV | 25704 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| UNITED WAY OF WARREN COUNTY OHIO | ||||||||
| 645 OAK STREET | LEBANON | OH | 45036 | NONE | PC | PROGRAM SUPPORT | $2,000 | |
| WASCO INC | ||||||||
| 340 MUSKINGUM DRIVE | MARIETTA | OH | 45750 | NONE | PC | PROGRAM SUPPORT | $2,500 | ATTN MS ALICIA SIMMS CEO |
| BROOKESVILLE BAPTIST CHURCH | ||||||||
| 136 MIAMI ST | BROOKSVILLE | KY | 41004 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| CARING FOR OTHERS INC | ||||||||
| PO BOX 8 | TOLLESBORO | KY | 41189 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| MOUNTAINEER FOOD BANK INC | ||||||||
| 484 ENTERPRISE DR | GASSAWAY | WV | 26624 | NONE | PC | PROGRAM SUPPORT | $5,000 | ATTN MR J CHAD MORRISON CEO |
| MT ORAB CH OF CHRIST FOOD PANTRY | ||||||||
| 400 SMITH RD | MT ORAB | OH | 45154 | NONE | PC | PROGRAM SUPPORT | $2,000 | |
| NIGHBERT MEM UNITED METHODIST | ||||||||
| 301 COLE ST | LOGAN | WV | 25601 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| ROANE COUNTY HELPING HAND INC | ||||||||
| PO BOX 576 | SPENCER | WV | 25276 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| APPALACHIA REACH OUT | ||||||||
| PO BOX 2147 | INEZ | KY | 41224 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| FACING HUNGER FOODBANK INC | ||||||||
| 1327 7TH AVE | HUNTINGTON | WV | 25701 | NONE | PC | PROGRAM SUPPORT | $10,000 | ATTN CYNTHIA KIRKHARTDIRECTOR |
| THE GOOD SHEPHERDS PLACE | ||||||||
| PO BOX 114 | BETHEL | OH | 45106 | NONE | PC | PROGRAM SUPPORT | $1,000 | ATTN MRS ROBIN SCANLANDIRECTOR |
| GRACE PANTRY INC | ||||||||
| 1101 STEUBENVILLE AVE | CAMBRIDGE | OH | 43725 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| HEART & HAND OUTREACH MINISTRIES | ||||||||
| 212 D ST | S CHARLESTON | WV | 25303 | NONE | PC | PROGRAM SUPPORT | $3,000 | ATTN MR EDDIE BUCKLENDIRECTOR |
| POTTERS HOUSE MINISTRIES INC | ||||||||
| 5409 WINCHESTER AVE | PORTSMOUTH | OH | 45662 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| SOUTH WEBSTER FOOD PANTRY | ||||||||
| 8 POTTS ST | SOUTH WEBSTER | OH | 45682 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| BLANCHESTER COMM FOOD PANTRY | ||||||||
| 318 E MAIN ST | BLANCHESTER | OH | 45107 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| CLINTON COUNTY COMM ACTION PROG | ||||||||
| PO BOX 32 | WILMINGTON | OH | 45177 | NONE | PC | PROGRAM SUPPORT | $2,000 | |
| COPE INC | ||||||||
| 900 N ALLEGHANY AVE | COVINGTON | VA | 244261143 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| LOAVES AND FISHES INC | ||||||||
| 9608 MOORFIELD CIR | LOUISVILLE | KY | 40241 | NONE | PC | PROGRAM SUPPORT | $1,000 | ATTN REVERAND SR JUDY YUNKER |
| FOOD PROGRAM AND CLOTHESLINE - JACKSON | ||||||||
| 210 PEARL ST | JACKSON | OH | 456401722 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| FRANKLIN AREA COMMUNITY SERVICES | ||||||||
| 345 S MAIN ST | FRANKLIN | OH | 45005 | NONE | PC | PROGRAM SUPPORT | $5,500 | ATTN MARTY BAKER |
| GALLIA COUNTY SNACK PACK | ||||||||
| PO BOX 169 | GALLIPOLIS | OH | 45631 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| GODS PANTRY FOOD BANK INC | ||||||||
| 1685 JAGGIE FOX WAY | LEXINGTON | KY | 40511 | NONE | PC | PROGRAM SUPPORT | $2,000 | ATTN REBECCA WALLACE |
| HEART & HAND | ||||||||
| PO BOX 128 | PHILIPPI | WV | 26416 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| HEAVENS HARVEST FOOD PANRTY | ||||||||
| PO BOX 394 | MARTIN | KY | 41649 | NONE | PC | PROGRAM SUPPORT | $1,000 | ATTN MS RENEE THORSBERRY |
| HELPING HANDS CHRISTIAN OUTREACH | ||||||||
| 5 IVY COURT | JACKSON | KY | 413391185 | NONE | PC | PROGRAM SUPPORT | $2,000 | |
| HELPING HANDS INC | ||||||||
| PO BOX 633 | GREENUP | KY | 41144 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| HENRY COUNTY HELP CENTER INC | ||||||||
| 4844 NORTH MAIN ST | EMINENCE | KY | 40019 | NONE | PC | PROGRAM SUPPORT | $7,000 | |
| HOPE UNITED METHODIST CHURCH | ||||||||
| PO BOX 620 | WELLSTON | OH | 456920620 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| INTERCHURCH SOCIAL SERVICES | ||||||||
| PO BOX 1052 | MOUNT VERNON | OH | 43050 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| FAMILY PROMISE OF WARREN COUNTY | ||||||||
| 203 E WARREN ST | LEBANON | OH | 450361855 | NONE | PC | PROGRAM SUPPORT | $1,000 | ATTN MRS LINDA RABOLTDIRECTOR |
| LEBANON FOOD PANTRY INC | ||||||||
| 190 NEW ST | LEBANON | OH | 45036 | NONE | PC | PROGRAM SUPPORT | $1,000 | ATTN JERRY HARROD |
| LINCOLN COUNTY OPPORTUNITY CO | ||||||||
| 360 MAIN ST | HAMLIN | WV | 25523 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| LOWELL AREA MISSION BASKET | ||||||||
| PO BOX 227 | LOWELL | OH | 45744 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| MONTGOMERY COUNTY FOOD COUNCIL | ||||||||
| 4825 CORDELL AVE | BETJESDA | MD | 20814 | NONE | PC | PROGRAM SUPPORT | $9,000 | |
| MORGAN COUNTY UNITED MINISTRIES | ||||||||
| PO BOX 303 | MCCONNELSVILLE | OH | 43756 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| THE SALVATION ARMY | ||||||||
| 966 EAST MAIN STREET | COLUMBUS | OH | 43205 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| NO HUNGER FOOD PANTRY INC | ||||||||
| 1249 SARVIS FORK RD | SANDYVILLE | WV | 25275 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| RIPLEY FIRST PRESBYTERIAN CHURCH | ||||||||
| PO BOX 95 | RIPLEY | OH | 45167 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| UPSHUR COOPERATIVE PARISH INC | ||||||||
| 68 COLLEGE AVENUE | BUCKHANNON | WV | 26201 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| WATER INTO WINE FOOD PANTRY | ||||||||
| 5083 MIDDLE FORK B | SALYERSVILLE | KY | 41465 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| WEST FORK BAPTIST | ||||||||
| 10127 WEST FORK RD | GEORGETOWN | OH | 45121 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| WILLIAMSBURG COMMUNITY MISSION | ||||||||
| 330 GAY ST | WILLIAMSBURG | OH | 45176 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| MEIGS UNITED METHODIST | ||||||||
| PO BOX 171 | POMEROY | OH | 45769 | NONE | PC | PROGRAM SUPPORT | $2,000 | COOPERATIVE PARRISH |
| LIMESTONE MINISTRIES INC | ||||||||
| 1679 FOREST AVENUE | MARYSVILLE | KY | 41056 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| ADAM'S HOUSE MINISTRIES | ||||||||
| 304 EAST ST | MIDDLEBOURNE | WV | 26149 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| ELY CHAPMAN EDUCATION FOUNDATION | ||||||||
| 403 SCAMMEL STREET | MARIETTA | OH | 45750 | NONE | PC | PROGRAM SUPPORT | $4,200 | ATTN MR GARY L WILLIAMS |
| FAMILY REFUGE CENTER INC | ||||||||
| PO BOX 213 COLEMAN DRIVE | LEWISBURG | WV | 24901 | NONE | PC | PROGRAM SUPPORT | $3,000 | ATTN MS COURTNEY MCCOY |
| SERVICE CORPS RETIRED EXECS ASSC | ||||||||
| 175 S MAIN ST SUITE 204 | AKRON | OH | 44308 | NONE | PC | PROGRAM SUPPORT | $5,000 | ATTN MR MADHU DEWAN |
| WOODLEY HOUSE INC | ||||||||
| 3000 CONNECTICUT AVE NW SUITE 108 | WASHINGTON | DC | 20008 | NONE | PC | PROGRAM SUPPORT | $5,000 | ATTN MS SUE BREITKOPF |
| WEST VIRGINIA UNIVERSITY | ||||||||
| 300 CAMPUS DR | PARKERSBURG | WV | 26104 | NONE | I | SCHOLARSHIP | $8,000 | |
| MARSHALL UNIVERSITY | ||||||||
| 1 JOHN MARSHALL DR 101 OLD MAIN BL | HUNTINGTON | WV | 25755 | NONE | I | SCHOLARSHIP | $2,000 | |
| SHAWNEE STATE UNIVERSITY | ||||||||
| 940 SECOND ST | PORTSMOUTH | OH | 45662 | NONE | I | SCHOLARSHIP | $6,000 | |
| AMPUTEE CENTER | ||||||||
| 2311 OHIO AVE STE B | PARKERSBURG | WV | 261012559 | NONE | PC | EMOTIONAL SUPPORT SERVICE | $2,500 | |
| AUTISM RESOURCES & EDUCATION SYS | ||||||||
| 2631 STATE ROUTE 34 | WINFIELD | WV | 252137797 | NONE | PC | PROGRAM SUPPORT FOR | $3,300 | |
| CAMBRIDGE PERFORMING ARTS CTR | ||||||||
| 642 WHEELING AVE | CAMBRIDGE | OH | 43725 | NONE | PC | PROGRAM SUPPORT | $2,000 | |
| CAMBRIDGE-GUERNSEY COMMUNITY | ||||||||
| 9900 BRICK CHURCH ROAD STE 2 | CAMBRIDGE | OH | 43725 | NONE | PC | PROGRAM SUPPORT | $3,150 | |
| CENTRAL VALLEY FEED THE HOMELESS | ||||||||
| 401 CENTRAL AVE | ELIZABETHTOWN | KY | 427011320 | NONE | PC | HOLIDAY DONATION | $1,000 | |
| CHURCH IN THE VILLAGE | ||||||||
| 8673 SWEETBRIAR CT | FRANKLIN | OH | 450057907 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| COMMUNITY ACTION OF SO KY INC | ||||||||
| 921 BEAUTY AVE | BOWLING GREEN | KY | 42101 | NONE | PC | PROGRAM SUPPORT | $3,000 | |
| DARE TO CARE INC | ||||||||
| 5803 FERN VALLEY RD | LOUISVILLE | KY | 40228 | NONE | PC | PROGRAM SUPPORT | $2,000 | |
| EDMONSON COUNTY SENIOR PANTRY | ||||||||
| 108 EAST MAIN CROSS STREET | BROWNSVILLE | KY | 422100000 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| EMMANUEL UNITED METHODIST CHURCH | ||||||||
| 136 SCHOOLHOUSE WAY | WHITE SULPHUR SPRINGS | WV | 24986 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| FOOD NETWORK ANGELS | ||||||||
| 3790 US HIGHWAY 50 | WILLIAMSBURG | OH | 45176 | NONE | PC | PROGRAM SUPPORT | $2,000 | |
| GMN TRI-COUNTY COMMUNITY ACTION | ||||||||
| 615 NORTH STREET | CALDWELL | OH | 43724 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| GOSPEL MISSION OF MARIETTA INC | ||||||||
| 309 LANCASTER ST | MARIETTA | OH | 457502738 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| GREATER MARIETTA COM FOOD PANTRY | ||||||||
| 635 STATE ROUTE 821 | MARIETTA | OH | 457505304 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| HERE2HELP | ||||||||
| 4814 FALSTONE AVE | CHEVY CHASE | MD | 20815 | NONE | PC | PROGRAM SUPPORT | $9,000 | |
| HOCKING-ATHENS PERRY COMMUNITY ACTION | ||||||||
| PO BOX 220 | GLOUSTER | OH | 457320220 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| LEADERSHIP KENTUCKY FOUNDATION INC | ||||||||
| 464 CHENAULT RD | FRANKFORT | KY | 406019260 | NONE | PC | PROGRAM SUPORT | $1,000 | |
| LIVING FAITH BAPTIST CHURCH | ||||||||
| 6515 US HIGHWAY 231 N | HARTFORD | KY | 423479578 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| MADISONVILLE EDUCATION & ASSIST | ||||||||
| 4600 ERIE AVE | CINCINNATI | OH | 452272225 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| MARIETTA COMMUNITY FOUNDATION INC | ||||||||
| 100 PUTNAM ST | MARIETTA | OH | 457502942 | NONE | PC | PROGRAM SUPPORT | $10,000 | |
| METRO UNITED WAY INC | ||||||||
| PO BOX 4488 | LOUISVILLE | KY | 402040488 | NONE | PC | PROGRAM SUPPORT | $4,000 | |
| MY SISTERS PLACE INC | ||||||||
| PO BOX 21463 | WASHINGTON | DC | 20009 | NONE | PC | PROGRAM SUPPORT | $2,500 | |
| OHIO PINK RIBBON FUND | ||||||||
| 5585 MARION JOHNSON RD | ATHENS | OH | 45701 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| PADEN CITY CHRISTIAN CHURCH | ||||||||
| 105 E MAIN ST | PADEN CITY | WV | 26159 | NONE | PC | HOLIDAY DONATION | $1,000 | |
| PROTESTANT EPISCOPAL CHURCH-WV | ||||||||
| PO BOX 5400 | CHARLESTON | WV | 25361 | NONE | PC | HOLIDAY DONATION | $1,000 | MR DAVID COOPER SENIOR WARDEN |
| RIVER CITIES HARVEST INC | ||||||||
| PO BOX 2136 | ASHLAND | KY | 411052136 | NONE | PC | HOLIDAY DONATION | $1,000 | |
| ROTARY INTERNATIONAL | ||||||||
| PO BOX 211 | BYESVILLE | OH | 437230211 | NONE | PC | HOLIDAY DONATION | $1,000 | DENNIS HARDING |
| SUNNYSIDE CHURCH OF CHRIST | ||||||||
| 103 WILLETSVILLE PIKE | HILLSBORO | OH | 45133 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| TURNING THE PAGE | ||||||||
| 80 M STREET SE STE 110 | WASHINGTON | DC | 20003 | NONE | PC | PROGRAM SUPPORT | $2,500 | |
| UNITED WAY OF CENTRAL KY | ||||||||
| 604 N MAIN ST | ELIZABETHTOWN | KY | 427011223 | NONE | PC | HOLIDAY DONATION | $1,000 | |
| UNITED WAY OF SOUTHERN KENTUCKY | ||||||||
| 1110 COLLEGE ST | BOWLING GREEN | KY | 421012619 | NONE | PC | HOLIDAY DONATION | $5,000 | |
| UNITED WAY OF THE OHIO VALLEY | ||||||||
| PO BOX 705 | OWENSBORO | KY | 423020705 | NONE | PC | HOLIDAY DONATION | $3,000 | |
| UPPER ROOM FOOD PANTRY | ||||||||
| 803 VINE ST | COSHOCTON | OH | 43812 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| VFW DANIEL BOONE POST 5578 | ||||||||
| PO BOX 272 | MADISON | WV | 25130 | NONE | PC | HOLIDAY DONATION | $1,000 | |
| WELL INCUBATOR | ||||||||
| 1704 DIXIE HWY | LOUISVILLE | KY | 402102314 | NONE | PC | PROGRAM SUPPORT | $10,000 | |
| WELLSTON FIRE DHM | ||||||||
| 200 PENNSYLVANIA AVE | WELLSTON | OH | 45692 | NONE | PC | HOLIDAY DONATION | $2,000 | |
| THE RARDEN DAILY BREAD INC | ||||||||
| P O BOX 3 | RARDEN | OH | 45671 | NONE | PC | PROGRAM SUPPORT | $2,000 | |
| BURLINGTON ROTARY FOUNDATION | ||||||||
| 23 NOTTINGHAM LN | BURLINGTON | VT | 054082484 | NONE | PC | SUPPORTS PROGRAM | $2,500 | |
| Fairmont State University | ||||||||
| 1202 LOCUST AVE | Fairmont | WV | 26554 | NONE | PC | SCHOLARSHIP | $1,000 | |
| Ohio Northern University | ||||||||
| 525 S MAIN ST | Ada | OH | 45810 | NONE | PC | SCHOLARSHIP | $1,000 | |
| Eastern Kentucky University | ||||||||
| 521 LANCASTER AVE | Richmond | KY | 40475 | NONE | PC | SCHOLARSHIP | $1,000 | |
| The Ohio State University | ||||||||
| PO BOX 183248 | Columbus | OH | 432183248 | NONE | PC | SCHOLARSHIP | $1,000 | |
| Ohio University | ||||||||
| CHUBB HALL 020 | Athens | OH | 45701 | NONE | PC | SCHOLARSHIP | $2,000 | |
| CHRISTIAN BAPTIST CHURCH OF | ||||||||
| 350 FAIRLANE DR | VANCEBURG | KY | 41179 | NONE | PC | SUPPORT | $1,000 | VANCEBURG |
| LEGAL AID OF WEST VIRGINA INC | ||||||||
| 922 QUARRIER STREET 4TH FLOOR | CHARLESTON | WV | 25301 | NONE | PC | SUPPORT | $5,000 | |
| HEALTHY WORTHINGTON RESOURCE | ||||||||
| 6700 HUNTLEY RD STE A | COLUMBUS | OH | 432291186 | NONE | PC | SUPPORT | $1,000 | CENTER & FOOD PANTRY |
| APPALACHIAN CHILDREN'S CHORUS | ||||||||
| 210 BROOKS STREET SUITE 309 | CHARLESTON | WV | 25271 | NONE | PC | SUPPORT | $2,500 | |
| ASHLAND AREA YMCA | ||||||||
| 3232 MEGAN NEYER WAY | ASHLAND | KY | 41102 | NONE | PC | SUPPORT | $3,000 | |
| BARNESVILLE EVSD | ||||||||
| 210 W CHURCH ST | BARNESVILLE | OH | 43713 | NONE | PC | SUPPORT | $1,000 | |
| BIG BROTHERS AND SISTERS | ||||||||
| 501 5TH AVE STE 3 | HUNTINGTON | WV | 25701 | NONE | PC | SUPPORT | $1,000 | |
| BOYS AND GIRLS CLUB PLEASANTS | ||||||||
| 605 CHERRY STREET | ST MARYS | WV | 26170 | NONE | PC | SUPPORT | $2,000 | |
| BOYS HOME OF VIRGINIA | ||||||||
| 414 BOYS HOME ROAD | COVINGTON | VA | 24426 | NONE | PC | SUPPORT | $2,000 | |
| BRANCH OUT BURLINGTON | ||||||||
| 93 HOWARD ST | BURLINGTON | VA | 054014818 | NONE | PC | SUPPORT | $1,500 | |
| BUCKEYE TRAIL BRAND BOOSTERS | ||||||||
| 65555 WINTERGREEN ROAD | LORE CITY | OH | 43755 | NONE | PC | SUPPORT | $5,000 | |
| BUSINESS UNITED INVESTING | ||||||||
| 2202 18TH STREET NW 104 | WASHINGTON | DC | 20009 | NONE | PC | SUPPORT | $1,000 | |
| KENTUCKY WESLEYAN COLLEGE | ||||||||
| 3000 FREDERICA STREET | OWENSBORO | KY | 42301 | NONE | PC | SUPPORT | $2,000 | |
| CAREERSPRING FOUNDATION | ||||||||
| 2 CASERTA CT | MISSOURI CITY | TX | 774591778 | NONE | PC | SUPPORT | $10,000 | |
| CASA OF LEXINGTON INC | ||||||||
| 3245 LOCH NESS DR | LEXINGTON | KY | 40517 | NONE | PC | SUPPORT | $1,000 | |
| CHESAOEAKE & OH HISTORICAL SOC | ||||||||
| 312 E RIDGEWAY ST | CLIFTON FORGE | VA | 244221325 | NONE | PC | SUPPORT | $1,000 | |
| CIVIL WAR ROUND TABLE OF THE MOV | ||||||||
| 515 4TH STREET | MARIETTA | OH | 45750 | NONE | PC | SUPPORT | $1,000 | |
| COMMUNITIES IN SCHOOL GREENBRIER | ||||||||
| PO BOX 1188 | LEWISBURG | WV | 249014188 | NONE | PC | SUPPORT | $6,500 | |
| DAVID SCHOOL INC | ||||||||
| 352 SUCCESS BOUND ROAD | DAVID | KY | 41616 | NONE | PC | SUPPORT | $2,000 | |
| CHILDRENS MUSEUM OF THE MOV INC | ||||||||
| 900 MARKET STREET | PARKERSBURG | WV | 26101 | NONE | PC | SUPPORT | $2,500 | |
| DV8 KITCHEN VOCATIONAL TRAINING | ||||||||
| 405 RIDGEWAY RD | LEXINGTON | KY | 40502 | NONE | PC | SUPPORT | $6,180 | |
| EDUCATION TRUST INC | ||||||||
| 1501 K ST NW SUITE 200 | WASHINGTON | DC | 20005 | NONE | PC | SUPPORT | $10,000 | |
| FRIENDS OF BREAKTHROUGH SCHOOLS | ||||||||
| 3615 SUPERIOR AVE SUITE 4403D | CLEVELAND | OH | 44114 | NONE | PC | SUPPORT | $5,000 | |
| GREENSBURG GREEN COUNTY LCF INC | ||||||||
| 120 CARLISLE AVENUE | GREENSBURG | KY | 42743 | NONE | PC | SUPPORT | $3,000 | |
| HERITAGE FARM FOUNDATION | ||||||||
| 3300 HARVEY ROAD | HUNTINGTON | WV | 25704 | NONE | PC | SUPPORT | $3,000 | |
| HOPES PLACE INC | ||||||||
| 1100 GREENUP AVE | ASHLAND | KY | 41101 | NONE | PC | SUPPORT | $3,000 | |
| HOUSING PARTNERSHIP INC | ||||||||
| 1512 CRUMS LANE SUITE 401 | LOUSIVILLE | KY | 40216 | NONE | PC | SUPPORT | $10,000 | |
| LIFES BETTER TOGETHER INC | ||||||||
| 1945 SCOTTSVILLE ROAD | BOWLING GREEN | KY | 42104 | NONE | PC | SUPPORT | $1,000 | |
| MADISON VOLUNTEER FIRE DEPT | ||||||||
| 1 FIREHOUSE SQUARE | MADISON | WV | 25130 | NONE | PC | SUPPORT | $500 | |
| MATTINGLY EDGE INC | ||||||||
| 1930 BISHOP LANE SUITE 1001 | LOUISVILLE | KY | 40218 | NONE | PC | SUPPORT | $5,000 | |
| MELWOOD HORTICULTURE TRAINING | ||||||||
| 5606 DOWER HOUSE ROAD | UPPER MARLBORO | MD | 20772 | NONE | PC | SUPPORT | $5,000 | |
| MOV MULTI CULTURAL FESTIVAL | ||||||||
| PO BOX 2050 | PARKERSBURG | WV | 261022050 | NONE | PC | SUPPORT | $2,500 | |
| NEW VIENNA PLANNING COMMITTEE | ||||||||
| 12 WEST MAIN STREET | NEW VIENNA | OH | 45159 | NONE | PC | SUPPORT | $2,200 | |
| RONALD MCDONALD HOUSE CHARITIES | ||||||||
| 1500 17TH STREET | HUNTINGTON | WV | 25701 | NONE | PC | SUPPORT | $5,836 | |
| URBAN VISION | ||||||||
| 749 BLAINE AVENUE | AKRON | OH | 44310 | NONE | PC | SUPPORT | $5,000 | |
| WESLEY HOUSE COMMUNITY SERVICES | ||||||||
| 5114 PRESTON HWY | LOUISVILLE | KY | 40213 | NONE | PC | SUPPORT | $5,000 | |
| WILLIAMSBURG HARMONY HILL ASSOC | ||||||||
| 299 S THIRD STREET | WILLIAMSBURG | OH | 45176 | NONE | PC | SUPPORT | $2,600 | |
| SUNRISE CHILDRENS SERVICES | ||||||||
| PO BOX 1429 | MT WASHINGTON | KY | 400471429 | NONE | PC | SUPPORT | $10,000 | ATTN MR DALE SUTTLES |
| BOYS CLUB OF PARKERSBURG INC | ||||||||
| 1200 MARY STREET | PARKERSBURG | WV | 26101 | NONE | PC | SUPPORT | $1,000 | |
| THE CHATFIELD EDGE | ||||||||
| 20918 STATE ROUTE 251 | FAYETTEVILLE | OH | 451199059 | NONE | PC | SUPPORT | $1,000 | |
| FAMILY PROMISE OF SUMMIT COUNTY | ||||||||
| 1040 E TALLMADGE AVENUE | AKRON | OH | 44310 | NONE | PC | SUPPORT | $1,000 | |
| FEED MY SHEEP FOOD OUTREACH INC | ||||||||
| 19 VANGUARD LANE | BUCKHANNON | WV | 26201 | NONE | PC | SUPPORT | $2,000 | |
| HOTEL INC | ||||||||
| PO BOX 1688 | BOWLING GREEN | KY | 42261 | NONE | PC | SUPPORT | $1,000 | |
| MORGANTOWN MISSION OF THE UMC | ||||||||
| 105 S MAIN STREET | MORGANTOWN | KY | 42261 | NONE | PC | SUPPORT | $1,000 | |
| RENEWALL INC | ||||||||
| 725 14TH ST W | HUNTINGTON | WV | 257042304 | NONE | PC | SUPPORT | $1,000 | |
| ROANE COUNTY COC FOUNDATION | ||||||||
| 216 MARKET STREET | SPENCER | WV | 25276 | NONE | PC | SUPPORT | $1,000 | |
| SAINT VINCENT MISSION INC | ||||||||
| 6369 KY ROUTE 404 | DAVID | KY | 41616 | NONE | PC | SUPPORT | $1,000 | |
| TURNAROUND RESOURCE CENTER INC | ||||||||
| 11980 S PRESTON HWY | LEBANON JUNCTION | KY | 40150 | NONE | PC | SUPPORT | $1,000 | |
| WILMINGTON HOPE HOUSE LLC | ||||||||
| 495 E LOCUST STREET | WILMINGTON | OH | 45177 | NONE | PC | SUPPORT | $1,000 | |
| FOSTERING FURTHER | ||||||||
| PO BOX 4682 | NEWARK | OH | 43058 | NONE | PC | SUPPORT | $1,500 | |
| MARTHAS TABLE | ||||||||
| 2375 ELVANS ROAD SE | WASHINGTON | DC | 20020 | NONE | PC | SUPPORT | $2,000 | |
| BLESSING IN A BACKPACK INC | ||||||||
| 4121 SHELBYVILLE RD | LOUISVILLE | KY | 402073205 | NONE | PC | SUPPORT | $2,500 | |
| BREADWINNERS ACADEMY | ||||||||
| 2814 DETROIT AVE | CLEVELAND | OH | 44113 | NONE | PC | SUPPORT | $10,000 | |
| ELIZABETHTOWN- HARDIN CO IND FDN | ||||||||
| 233 RING RD STE 150 | ELIZABETHTOWN | KY | 427016781 | NONE | PC | SUPPORT | $7,100 | |
| GOOD SAMARITAN HUNGER CENTER INC | ||||||||
| PO BOX 5753 | AKRON | OH | 44372 | NONE | PC | SUPPORT | $1,000 | |
| GREENBRIER VALLEY AQUATIC CENTER | ||||||||
| 896 MAPLEWOOD AVE | LEWISBURG | WV | 24901 | NONE | PC | SUPPORT | $2,000 | |
| HABITAT FOR HUMANITY BGWARREN | ||||||||
| PO BOX 1115 | BOWLING GREEN | KY | 42102 | NONE | PC | SUPPORT | $2,000 | |
| HOPE FOR LEARNING | ||||||||
| 10301 HULL STREET RD STE 3 | MIDLOTHIAN | VA | 231123370 | NONE | PC | SUPPORT | $1,500 | |
| KENTUCKY YMCA YOUTH ASSOCIATION | ||||||||
| 91 C MICHAEL DAVENPORT BLVD | FRANKFORT | KY | 40601 | NONE | PC | SUPPORT | $1,000 | |
| MASTER-PIECED INC | ||||||||
| 1836 CLAYS MILL RD | LEXINGTON | KY | 40503 | NONE | PC | SUPPORT | $7,700 | |
| NEWPORT COMMUNITY | ||||||||
| 886 SHEETS RUN ROAD | MARIETTA | OH | 45750 | NONE | PC | SUPPORT | $1,000 | |
| PIECES OF HOPE | ||||||||
| 8895 MORGANTOWN ROAD | BOWLING GREEN | KY | 42101 | NONE | PC | SUPPORT | $2,000 | |
| PROVIDENCE HOUSE | ||||||||
| 2050 WEST 32ND ST | CLEVELAND | OH | 44113 | NONE | PC | SUPPORT | $5,000 | |
| ROBERTSON COUNTY VFD | ||||||||
| PO BOX 93 | MT OLIVET | KY | 41604 | NONE | PC | SUPPORT | $1,000 | |
| MOMS CLOSET RC DBA SPARC HOPE | ||||||||
| 11921 BRINLEY AVE | LOUISVILLE | KY | 40243 | NONE | PC | SUPPORT | $5,000 | |
| VERITAS CLASSICAL ACADEMY INC | ||||||||
| 115 VICTORY PLACE | MARIETTA | OH | 45750 | NONE | PC | SUPPORT | $6,361 | |
| THE WASHINGTON CONSERVATORY | ||||||||
| 7300 MACARTHUR BLVD | GLEN ECHO | MD | 20812 | NONE | PC | SUPPORT | $5,000 | |
| ZONTA INTERNATIONAL | ||||||||
| PO BOX 634 | MARIETTA | OH | 45750 | NONE | PC | SUPPORT | $2,500 | |
| STATE OF WEST VIRGINIA WVU | ||||||||
| 455 FOSTER ROAD | FOSTER | WV | 25081 | NONE | PC | SUPPORT | $1,000 | |
| ALLEGHANY FOUNDATION | ||||||||
| PO BOX 1176 | COVINGTON | VA | 244265176 | NONE | PC | SUPPORT | $8,000 | |
| ALLEGHANY HIGHLANDS COMMUNITY | ||||||||
| 205 E HAWTHORNE ST | COVINGTON | VA | 244261620 | NONE | PC | SUPPORT | $8,000 | SERVICES BOARD FOUNDATION |
| SAND HILL CHILD CARE CENTER | ||||||||
| 33 CORNERVILLE RD | MARIETTA | OH | 45750 | NONE | PC | SUPPORT | $2,000 | |
| CHRISTIAN BAPTIST OF VANCEBURG | ||||||||
| 350 FAIRLANE DR | VANCEBURG | KY | 41179 | NONE | PC | SUPPORT | $1,000 | |
| GREEN COUNTY FOOD PANTRY | ||||||||
| 107 S 1ST STREET | GREENSBURG | KY | 42743 | NONE | PC | SUPPORT | $1,000 | |
| OPPORTUNNITY PARISH ECUMENICAL | ||||||||
| 941 PRINCETON ST | AKRON | OH | 44311 | NONE | PC | SUPPORT | $1,000 | |
| POINT PLEASANT PRESBYTERIAN | ||||||||
| PO BOX 415 | POINT PLEASANT | WV | 25550 | NONE | PC | SUPPORT | $1,000 | |
| AREA 937 COMMUNITY OUTREACH INC | ||||||||
| 8387 STATE RTE 73 BX937 | HILLSBORO | OH | 45133 | NONE | PC | SUPPORT | $1,000 | |
| GRACE FELLOWSHIP-CONG GRACE | ||||||||
| PO BOX 1381 | PIKEVILLE | KY | 41502 | NONE | PC | SUPPORT | $1,000 | COMM INT |
| BALTIMORE THURSTON AREA FOOD PANTRY | ||||||||
| 828 RAILROAD ST | BALTIMORE | OH | 43105 | NONE | PC | SUPPORT | $1,000 | |
| COMMUNITY ACTION PROGRAM COMM | ||||||||
| PO BOX 768 | LANCASTER | OH | 43130 | NONE | PC | SUPPORT | $1,000 | OF THE LANCASTER-FAIRFIELD COUNTY |
| NEW MARTINSVILLE UNITED METHODIST | ||||||||
| 10 HOWARD JEFFERS DRIVE | NEW MARTINSVILLE | WV | 26155 | NONE | PC | SUPPORT | $1,000 | CHURCH |
| SISTERVILLE FIRST UNITED METHODIST | ||||||||
| 610 MAIN ST | SISTERVILLE | WV | 26175 | NONE | PC | SUPPORT | $1,000 | CHURCH |
| AMERICAN CAVE CONSERVATION ASSOCIATION | ||||||||
| 119 EAST MAIN STREET | HORSE CAVE | KY | 42749 | NONE | PC | SUPPORT | $2,000 | |
| ARTSBRIDGE INC | ||||||||
| 350 7TH ST | PARKERSBURG | WV | 26101 | NONE | PC | SUPPORT | $1,000 | |
| BOYS AND GIRLS CLUB OF PLEASANTS COUNTY | ||||||||
| 605 CHERRY ST | ST MARYS | WV | 26170 | NONE | PC | SUPPORT | $2,500 | |
| BREAM NEIGHBORHOOD SHOWER | ||||||||
| 319 WASHINGTON ST W | CHARLESTON | WV | 25302 | NONE | PC | SUPPORT | $2,000 | HEALTHCARE & OUTREACH PROGRAM |
| TECH BELT ENERGY INNOVATION CENTER | ||||||||
| 125 W MARKET ST | WARREN | OH | 44481 | NONE | PC | SUPPORT | $2,000 | |
| COMMUNITY ASSUALT PREVENTION | ||||||||
| 258 PORTSMOUTH ST | JACKSON | OH | 45640 | NONE | PC | SUPPORT | $10,000 | SERVICES |
| NORTH AKRON COMMUNITY DEVELPOEMENT | ||||||||
| 760 ELMA ST | AKRON | OH | 44310 | NONE | PC | SUPPORT | $2,000 | CORP |
| REMOVING THE STIGMA | ||||||||
| 17325 EUCLID AVE | CLEVELAND | OH | 44112 | NONE | PC | SUPPORT | $2,000 | |
| MAYSVILLE COMMUNITY AND | ||||||||
| 1755 US HIGHWAY 68 | MAYSVILLE | KY | 41056 | NONE | PC | SCHOLARSHIP | $1,000 | TECHNICAL COLLEGE |
| UNIVERSITY OF MISSISSIPPI | ||||||||
| 617 ALL AMERICAN DRIVE | OXFORD | MS | 38655 | NONE | I | SCHOLARSHIP | $1,000 | |
| WESTERN KENTUCKY UNIVERSITY | ||||||||
| 1906 COLLEGE HEIGHTS BLVD | BOWLING GREEN | KY | 42101 | NONE | I | SCHOLARSHIP | $2,000 | |
| MUSKINGUM UNIVERSITY | ||||||||
| 163 STORMONT ST | NEW CONCORD | OH | 43762 | NONE | I | SCHOLARSHIP | $1,000 | |
| SOUTHCENTRAL KENTUCKY COMMUNITY | ||||||||
| 1845 LOOP ST | BOWLING GREEN | KY | 42101 | NONE | I | SCHOLARSHIP | $1,000 | |
| OHIO CHRISTIAN UNIVERSITY | ||||||||
| 1476 LANCASTER PIKE | CIRCLEVILLE | LA | 43113 | NONE | I | SCHOLARSHIP | $1,000 | |
| THE CHRIST COLLEGE | ||||||||
| 2139 AUBURN AVENUE | CINCINNATI | OH | 45219 | NONE | I | SCHOLARSHIP | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $772,287 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $59,907 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $87,116 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $147,892 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $147,892 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PEOPLES BANK NA | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PEOPLES BANK NA | AddressLine1Txt |
| Address Line2 | 138 PUTNAM STREET | AddressLine2Txt |
| City | MARIETTA | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45750 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $960,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER ALLOCABLE EXPENSE-PRINCI | $200 | $100 | $100 |
| TAX PREPARATION FEE (NON-ALLOC | $2,160 | $1,080 | $1,080 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (6 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JP MORGAN CORE BOND R6 #3900 | $144,282 | $142,681 |
| JP MORGAN SHORT DURATION BD R6 | $228,594 | $233,702 |
| VANGUARD SHORT TERM BOND INDEX | ||
| FIDELITY INTERMEDIATE TREASURY | $253,595 | $248,465 |
| VANGUARD SHORT-TERM INVMT GRAD | $176,294 | $179,685 |
| PIMCO INCOME FUND INST CLASS 1 | $89,691 | $89,314 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (18 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD 500 INDEX ADMIRAL FUN | $238,722 | $418,191 |
| VANGUARD GROWTH INDEX ADM | $89,278 | $154,235 |
| JP MORGAN EQUITY INCOME FUND I | ||
| VANGUARD MID-CAP INDEX ADMIRAL | $27,011 | $35,683 |
| THRIVENT SMALL CAP STOCK FUND | ||
| VANGUARD SMALL-CAP INDEX FUND | $55,700 | $70,718 |
| MFS INTERNATIONAL GROWTH FUND | ||
| JP MORGAN LARGE CAP GROWTH R6 | $57,776 | $82,845 |
| VANGUARD EQUITY INCOME ADM FUN | $73,531 | $72,343 |
| SCHWAB FUNDAMENTAL INTERNATION | ||
| FIDELITY ADVISOR MEGA CAP STOC | ||
| FIDELITY INTERNATIONAL INDEX F | ||
| JP MORGAN US EQUITY FUND CLASS | $75,249 | $83,581 |
| THRIVENT LARGE CAP VALUE FUND | $58,396 | $59,301 |
| DFA US SMALL CAP PORTFOLIO #50 | $32,148 | $35,349 |
| DFA INTERNATIONAL VALUE I #504 | $64,146 | $60,903 |
| FIDELITY INTERNATIONAL INDEX # | $55,117 | $58,324 |
| MFS INTERNATIONAL EQUITY FUND | $56,609 | $59,369 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| 2023 TRANSACTIONS POSTED TO 2024 | $5,064 |
| BLACKBAUD INC BALANCE DUE | $636 |
| ROUNDING | $12 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER EXPENSE (NON-DEDUCTIBLE | Desc |
| Revenue And Expenses Per Books | $19,557 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $9,779 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,779 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Revenue And Expenses Per Books | $869 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| 2024 TRANSACTIONS POSTED TO 2025 | $3,587 |
| VOIDED CHECK/CASH RECIEPTS | $2,500 |
| WASH SALES ADJUSTMENT | $1,212 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMNT MNGMNT FEES (NON-DED | CategoryTxt |
| Amt | $20,797 | Amt |
| Net Investment Income | $20,797 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES ON QUALIFIED FOR | $173 | $173 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $27 | $27 | $0 |