WARD J AND JOY A TIMKEN FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- WARD J AND JOY A TIMKEN FOUNDATION (EIN 34-1527256)
- Tax period
- 2016-10-01 to 2017-09-30
- Filed
- 2018-02-14
- IRS object ID
- 201830459349100313
- Schema version
- 2016v3.0
- 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
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-02-14T01:55:46-00:00 | ReturnTs |
| Tax Period End | 2017-09-30 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341527256 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Ward J and Joy A Timken Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WARD | BusinessNameControlTxt |
| Phone | 3304521144 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o 200 Market Avenue North Room 21 | AddressLine1Txt |
| City | Canton | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44702 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | jONATHAN CRAWFORD | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Signature | 2018-01-24 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 74.142.233.182 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-02-14 | IPDt |
| IP Tm | 18:42:51 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 0D92F839570BE35CDA79873D1A184C05735B3F49 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7863173DC2DA683241F87D6BB51262C679674BFF | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,684,839 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $69,914 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $69,914 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $69,914 | DividendsAdjNetIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $69,914 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $69,914 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $69,914 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $800 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,398 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $250 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,448 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,050 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $74,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $74,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $76,548 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $75,150 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$6,634 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $69,914 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $69,914 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $70,925 | CashBOYAmt |
| Cash EOY | $63,224 | CashEOYAmt |
| Cash EOYFMV | $63,224 | CashEOYFMVAmt |
| US Government Obligations BOY | $140,725 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $140,725 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $154,077 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $916,827 | CorporateStockBOYAmt |
| Corporate Stock EOY | $918,337 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,205,820 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $200,004 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $200,004 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $261,718 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,328,481 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,322,290 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,684,839 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $55 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $498 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $55 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $498 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,197,277 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,197,277 | CapitalStockEOYAmt |
| Retained Earning BOY | $131,149 | RetainedEarningBOYAmt |
| Retained Earning EOY | $124,515 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,328,426 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,321,792 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,328,481 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,322,290 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,328,426 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$6,634 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,321,792 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,321,792 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $79,063 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,469,735 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 000.053794 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $95,787 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,694,838 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 000.056517 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $84,166 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,843,558 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 000.045654 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $85,004 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,806,538 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 000.047054 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $73,363 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,731,598 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 000.042367 | DistributionYr5Rt |
| Total Distribution | 000.245386 | TotalDistributionRt |
| Average Distribution | 000.049077 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,599,545 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $78,501 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $699 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $79,200 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $75,150 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,398 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,398 | SubtotalAmt |
| Tax Based On Investment Income | $1,398 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $900 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $900 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $900 | OriginalReturnTaxPaidAmt |
| Tax Due | $498 | TaxDueAmt |
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 |
| Website Address | None | WebsiteAddressTxt |
| Individual With Books | Jonathan Crawford | IndividualWithBooksNm |
| Phone | 3304555281 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 Market Avenue North Suite 210 | AddressLine1Txt |
| City | Canton | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44702 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Ward J Timken | ||||||
| c/o 200 Market Ave N Suite 210 | Canton | OH | 44702 | Pres/Ttee | 001.00 | $0 |
| Joy A Timken | ||||||
| c/o 200 Market Ave N Suite 210 | Canton | OH | 44702 | VP/Ttee | 001.00 | $0 |
| Jonathan Crawford | ||||||
| c/o 200 Market Ave N Suite 210 | Canton | OH | 44702 | Sec/Treas | 001.00 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | n/a | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,555,230 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $68,674 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,623,904 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,623,904 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $24,359 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,599,545 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $79,977 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $79,977 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,398 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,398 | TotalTaxAmt |
| Distributable Before Adj | $78,579 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $78,579 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $78,579 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $75,150 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $75,150 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $75,150 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $78,579 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $69,735 | UndistributedIncomePYAmt |
| Qualifying Distributions | $75,150 | QualifyingDistributionsAmt |
| Applied To Year1 | $69,735 | AppliedToYear1Amt |
| Applied To Current Year | $5,415 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $73,164 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Ward J Timken | ContributingManagerNm |
| Contributing Manager | Joy A TImken | ContributingManagerNm |
| Contributing Manager | Robert R Timken | ContributingManagerNm |
| Contributing Manager | Ward J Timken Jr | ContributingManagerNm |
| Contributing Manager | Elizabeth Blyth Timken | ContributingManagerNm |
| Shareholder Manager | None | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Jonathan Crawford | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o 200 Market Ave N Suite 210 | AddressLine1Txt |
| City | Canton | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44702 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3304555281 | RecipientPhoneNum |
| Form And Info And Materials | No specific form required. Information must include verification of applicants status under IRC 501c3. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | They are no submission deadlines | SubmissionDeadlinesTxt |
| Restrictions On Awards | See attachment. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| EQUINE VOICES RESCUE AND SANCTUARY | ||||||
| PO BOX 1685 | GREEN VALLEY | AZ | 85622 | PC | 2016 FALL FUNDRAISER | $100 |
| UNITED WAY OF GREATER STARK COUNTY | ||||||
| 401 MARKET AVE N STE 300 | CANTON | OH | 44702 | PC | UNRESTRICTED | $10,000 |
| UNIVERSITY OF ARIZONA FOUNDATION | ||||||
| 1111 N CHERRY AVE | TUCSON | AZ | 85721 | PC | IN MEMORY OF ROCHELE RUBIN | $250 |
| THERAPEUTIC RIDING OF TUCSON | ||||||
| 8920 E WOODLAND RD | TUCSON | AZ | 85749 | PC | IN MEMORY | $250 |
| STARK COUNTY DISTRICT LIBRARY | ||||||
| 715 MARKET AVE N | CANTON | OH | 44702 | PC | CAPITAL CAMPAIGN | $500 |
| OLD TRAIL SCHOOL | ||||||
| PO BOX 827 | BATH | OH | 44210 | PC | ANNUAL FUND | $1,000 |
| THE SALVATION ARMY | ||||||
| 420 MARKET AVE S | CANTON | OH | 44702 | PC | IN MEMORY OF LARRY MORGAM | $250 |
| GOODWILL INDUSTRIES | ||||||
| 408 NINTH ST SW | CANTON | OH | 44707 | PC | IN MEMORY OF KEN WEBER | $250 |
| CHRIST PRESBYTERIAN CHURCH | ||||||
| 530 TUSCARAWAS STREET W | CANTON | OH | 44702 | PC | DIRECTORS HOUSE RENOVATION | $10,000 |
| TUCSON WILDLIFE CENTER | ||||||
| PO BOX 18320 | TUCSON | AZ | 85731 | PC | UNRESTRICTED | $500 |
| DC FIREFIGHTERS BURN FOUNDATION | ||||||
| PO BOX 4565 | WASHINGTON | DC | 20017 | PC | UNRESTRICTED | $2,500 |
| NORTHMINSTER CHURCH OF TUCSON | ||||||
| 2450 EAST FORT LOWELL ROAD | TUCSON | AZ | 85719 | PC | UNRESTRICTED | $4,000 |
| ARTS IN STARK | ||||||
| PO BOX 21190 | CANTON | OH | 44702 | PC | UNRESTRICTED | $10,000 |
| HEALTHNETWORK FOUNDATION | ||||||
| 33 RIVER STREET | CHAGRIN FALLS | OH | 44022 | PC | UNRESTRICTED | $7,500 |
| AUTLMAN FOUNDATION | ||||||
| 2600 SIXTH STREET SW | CANTON | OH | 44702 | PC | IN MEMORY OF JUANITA CRAWFORD | $500 |
| YOUTH ON THEIR OWN | ||||||
| 1660 NORHT ALVERNON WAY | TUCSON | AZ | 85712 | PC | UNRESTRICTED | $1,000 |
| THERAPEUTIC RIDING OF TUCSON | ||||||
| 8920 E WOODLAND RD | TUCSON | AZ | 85749 | PC | UNRESTRICTED | $500 |
| LAWRENCE SCHOOL | ||||||
| 1551 E WALLINGS RD | BROADVIEW HEIGHTS | OH | 44147 | PC | FUND-A-NEED | $10,000 |
| OHIO & ERIE CANALWAY COALITION | ||||||
| 47 W EXCHANGE ST | AKRON | OH | 44310 | PC | UNRESTRICTED | $1,000 |
| EXPERIMENTAL AIRCRAFT ASSOC | ||||||
| 3000 POBERENZNY ROAD | OSHKOSH | WI | 54903 | PC | UNRESTRICTED | $5,000 |
| THE WILDERNESS CENTER | ||||||
| PO BOX 202 | WILMOT | OH | 44689 | PC | UNRESTRICTED | $3,000 |
| STARK COMMUNITY FOUNDATION | ||||||
| 400 MARKET AVE N STE 200 | CANTON | OH | 44702 | PC | BOW BUILDING MURALS | $1,000 |
| REID PARK ZOOLOGICAL SOCIETY | ||||||
| 1030 S RANDOLPH WAY | TUCSON | AZ | 85716 | PC | UNRESTRICTED | $2,500 |
| EXPERIMENTAL AIRCRAFT ASSOC | ||||||
| 3000 POBERENZNY ROAD | OSHKOSH | WI | 54903 | PC | UNRESTRICTED | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $74,100 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $69,914 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $69,914 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $69,914 | TotalIncomeProducingActyAmt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TIMKEN FAMILY PARTNERSHIP | CategoryTxt |
| Amt | $800 | Amt |
| Disbursements Charitable Prps | $800 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part XV - Restrictions or limitations on awards Except under unusual circumstances, grants are award | FormAndLineReferenceDesc |
| Medium Explanation | Part XV Restrictions or limitations on awards Except under unusual circumstances grants are awarded exclusively for charitable and educational purposes to organizations qualified IRC Section 501c)3) and as public charities under Section 509A)1)2) or 3). | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | GE Capital 5.875 1/14/38 5.88 1938-01-14 | BondNm |
| EOY Book Value | $200,004 | EOYBookValueAmt |
| EOYFMV | $261,718 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 10666 shares of The Timken Company | $153,796 | $517,834 |
| 2225 shares of Seaspan Corp | $44,772 | $15,775 |
| 31935 shares of PIMCO All Asset Fund | $359,968 | $286,457 |
| 10159 shares of PIMCO Short Term Fund | $106,405 | $106,247 |
| 5333 shares of TimkenSteel Corp | $64,015 | $87,995 |
| 535 shares of Oaktree Capital Group | $23,823 | $25,172 |
| 2900 shares of Blackrock Enhanced | $23,732 | $26,303 |
| 1800 shares of Allianzgi Nfj Div | $23,780 | $24,120 |
| 308 shares of Welltower Inc | $23,813 | $21,646 |
| 17 shares of Wells Fargo Co | $23,199 | $22,355 |
| 1030 shares of Starwood Property Trust | $23,668 | $22,372 |
| 800 shares of Blackstone Mtg | $23,833 | $24,816 |
| 19 shares of Bank America Corp | $23,533 | $24,728 |
Other Assets Schedule OtherAssetsSchedule
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | State Filing Fee | Desc |
| Revenue And Expenses Per Books | $250 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $250 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise Taxes | CategoryTxt |
| Amt | $1,398 | Amt |