ROBERT S MORRISON FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT S MORRISON FOUNDATION (EIN 23-7246162)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-15
- IRS object ID
- 201603209349100800
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-15T07:46:26-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341667360 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOND SIPPOLA DEJOY & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2786 SOM CENTER ROAD SUITE 200 | AddressLine1Txt |
| City | WILLOUGHBY HILLS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44094 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237246162 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT S MORRISON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 4409927674 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 355 PROSPECT ROAD PO BOX 580 NO 110 | AddressLine1Txt |
| City | ASHTABULA | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44005 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LOUISE RAFFA | PersonNm |
| Person Title | PRES/EXEC DIRECTOR | PersonTitleTxt |
| Phone | 4409927674 | PhoneNum |
| Signature | 2016-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CATHERINE E PETERSEN CPA | PreparerPersonNm |
| PTIN | P00168732 | PTIN |
| Phone | 4405169090 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,101,425 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $313,502 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $313,502 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $132,465 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,082,648 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $132,465 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $445,967 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $445,967 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $82,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $82,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,490 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,490 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $73,880 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $73,880 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $13,469 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,782 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $6,997 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $331 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $331 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $12,467 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $12,467 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $222 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $222 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $220 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $220 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $30,412 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $30,412 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $214,991 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $76,993 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $134,308 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $848,357 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $561,482 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,063,348 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $76,993 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $695,790 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$617,381 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $368,974 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,431 | CashBOYAmt |
| Cash EOY | $10,505 | CashEOYAmt |
| Cash EOYFMV | $10,505 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $540,405 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $302,336 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $302,336 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $6,774,025 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,777,729 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,475,657 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,627,464 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,416,096 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,468,141 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,802,988 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,878,589 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,830,401 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $23,706 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $23,625 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $413 | LandBOYAmt |
| Land EOY | $81 | LandEOYAmt |
| Land EOYFMV | $81 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $14,304 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $14,304 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $11,749,726 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,399,640 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,101,425 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $53,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $338,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $7,006 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $60,006 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $338,000 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $11,689,720 | UnrestrictedBOYAmt |
| Unrestricted EOY | $11,061,640 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,689,720 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,061,640 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,749,726 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,399,640 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,689,720 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$617,381 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $11,072,339 | SubtotalAmt |
| Other Decreases | $10,699 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,061,640 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| KEYBANK ACCT #560 PER STMT ATT'D | P | $738,436 | $805,867 | -$67,431 | -$67,431 |
| KEYBANK ACCT #560 PER STMT ATT'D | P | $3,310,506 | $3,144,316 | $166,190 | $166,190 |
| CAPITAL GAINS DIVIDENDS | P | $33,706 | $33,706 | $33,706 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $132,465 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $626,487 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $13,771,621 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.045491 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $602,983 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $13,010,000 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046348 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $610,895 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $12,192,602 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050104 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $603,543 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $12,584,811 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047958 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $548,902 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $12,021,091 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045662 | DistributionYr5Rt |
| Total Distribution | 0.235563 | TotalDistributionRt |
| Average Distribution | 0.047113 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $13,529,406 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $637,411 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,690 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $641,101 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $695,790 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $3,690 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,690 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,690 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,994 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $17,994 | TotalPaymentsAndCreditsAmt |
| Overpayment | $14,304 | OverpaymentAmt |
| Applied To ES Tax | $8,000 | AppliedToESTaxAmt |
| Refund | $6,304 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.ROBERTSMORRISONFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | MS LOUISE RAFFA | IndividualWithBooksNm |
| Phone | 4409927674 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 355 PROSPECT ROAD 110 | AddressLine1Txt |
| City | ASHTABULA | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LOUISE M RAFFA | ||||||||
| PO BOX 675 | ASHTABULA | OH | 44005 | PRES/EXEC DIR | 30.00 | $82,500 | $0 | $0 |
| RICHARD ROWLEY | ||||||||
| PO BOX 125 | AUSTINBURG | OH | 44010 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| RICHARD COBLITZ | ||||||||
| 5610 MAIN AVE | ASHTABULA | OH | 44004 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| JOHN PALO | ||||||||
| 211 LEITH WALK | CONNEAUT | OH | 44030 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| ALEC J RAFFA | ||||||||
| 3642 SAMAR DR | ASHTABULA | OH | 44004 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $13,216,019 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $519,419 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,735,438 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,735,438 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $206,032 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,529,406 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $676,470 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $676,470 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,690 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,690 | TotalTaxAmt |
| Distributable Before Adj | $672,780 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $672,780 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $672,780 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $695,790 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $695,790 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,690 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $692,100 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $672,780 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $638,947 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $695,790 | QualifyingDistributionsAmt |
| Applied To Year1 | $638,947 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $56,843 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $615,937 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LOUISE RAFFA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 355 PROSPECT RD 110 | AddressLine1Txt |
| City | ASHTABULA | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4409927674 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATION - AVAILABLE ON WEBSITE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO | SubmissionDeadlinesTxt |
| Restrictions On Awards | PRIMARILY WITHIN ASHTABULA COUNTY, OHIO | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ASHTABULA ARTS CENTER | |||||||
| 2928 WEST 13TH STREET | ASHTABULA | OH | 44004 | NONE | PUBLIC CHARITY | OPERATIONS | $20,000 |
| ASHTABULA COUNTY APL | |||||||
| 5970 GREEN ROAD | ASHTABULA | OH | 44004 | NONE | PUBLIC CHARITY | OPERATIONSOPERATIONS | $83,000 |
| ASHTABULA COUNTY DISTRICT LIBRARY | |||||||
| 335 WEST 44TH STREET | ASHTABULA | OH | 44004 | NONE | PUBLIC CHARITY | OPERATIONS | $15,000 |
| ASHTABULA TWNSHP PARK COMMISSION | |||||||
| 1700 EAST 1ST STREET | ASHTABULA | OH | 44004 | NONE | PUBLIC CHARITY | OPERATIONS | $99,992 |
| CIVIC DEVELOPMENT CORPORATION OF ASHTABULA COUNTY | |||||||
| PO BOX 131 | ASHTABULA | OH | 44005 | NONE | PUBLIC CHARITY | OPERATIONS | $13,000 |
| CLEVELAND BOTANICAL GARDEN | |||||||
| 11030 EAST BLVD | CLEVELAND | OH | 44106 | NONE | PUBLIC CHARITY | OPERATIONS | $2,000 |
| CLEVELAND CLINIC | |||||||
| 9500 EUCLID AVENUE | CLEVELAND | OH | 44195 | NONE | PUBLIC CHARITY | OPERATIONS | $25,000 |
| CLEVELAND MUSEUM OF ART | |||||||
| 11150 EAST BLVD | CLEVELAND | OH | 44106 | NONE | PUBLIC CHARITY | OPERATIONS | $2,000 |
| GROWTH PARTNERSHIP FOR ASHTABULA COUNTY | |||||||
| 17 NORTH MARKET STREET | JEFFERSON | OH | 44047 | NONE | PUBLIC CHARITY | OPERATIONS | $5,000 |
| HOPE AND A FUTURE FOOD PANTRY | |||||||
| 4901 MAIN AVENUE | ASHTABULA | OH | 44004 | NONE | PUBLIC CHARITY | OPERATIONS | $1,000 |
| LEAF PROJECT | |||||||
| 744 MILL STREET | CONNEAUT | OH | 44030 | NONE | PUBLIC CHARITY | OPERATIONS | $2,500 |
| NORTHEAST OHIO REGIONAL AIRPORT | |||||||
| PO BOX 379 | JEFFERSON | OH | 44047 | NONE | PUBLIC CHARITY | OPERATIONS | $25,000 |
| SAVING OUR STRAYS CAT RESCUE | |||||||
| 1830 ELM DRIVE | ASHTABULA | OH | 44004 | NONE | PUBLIC CHARITY | OPERATIONS | $7,500 |
| ST PETERS FINE ARTS COMMITTEE | |||||||
| PO BOX 357 | ASHTABULA | OH | 44005 | NONE | PUBLIC CHARITY | OPERATIONS | $2,000 |
| UNITED WAY OF ASHTABULA COUNTY | |||||||
| 2801 C COURT | ASHTABULA | OH | 44004 | NONE | PUBLIC CHARITY | OPERATIONS | $15,000 |
| ACMC FOUNDATION | |||||||
| 2420 LAKE AVENUE | ASHTABULA | OH | 44004 | NONE | PUBLIC CHARITY | OPERATIONS | $50,000 |
| ASHTABULA DOWNTOWN DEVELOPMENT ASSOCIATION | |||||||
| PO BOX 362 | ASHTABULA | OH | 44005 | NONE | PUBLIC CHARITY | OPERATIONS | $6,100 |
| ATECH ASHTABULA COUNTY | |||||||
| 1565 STATE ROUTE 167 | JEFFERSON | OH | 44047 | NONE | PUBLIC CHARITY | OPERATIONS | $13,000 |
| ASHTABULA AREA CITY SCHOOLS | |||||||
| 2360 WEST 13TH STREET | ASHTABULA | OH | 44004 | NONE | PUBLIC CHARITY | OPERATIONS | $10,000 |
| ASHTABULA HOMELESS SHELTER | |||||||
| 4125 STATION AVENUE | ASHTABULA | OH | 44005 | NONE | PUBLIC CHARITY | OPERATIONS | $4,500 |
| ASHTABULA MARITIME & SURFACE TRANSPORTATION MUSEUM | |||||||
| 1071 WALNUT BLVD | ASHTABULA | OH | 44004 | NONE | PUBLIC CHARITY | OPERATIONS | $50,000 |
| BIG BROTHERS BIG SISTERS NORTHEAST OHIO | |||||||
| 8 NORTH STATE STREET SUITE 360 | PAINESVILLE | OH | 44077 | NONE | PUBLIC CHARITY | OPERATIONS | $1,000 |
| BOY SCOUTS OF AMERICA | |||||||
| 4930 ENTERPRISE BLVD NW | WARREN | OH | 44481 | NONE | PUBLIC CHARITY | OPERATIONS | $5,000 |
| CONNEAUT PUBLIC LIBRARY | |||||||
| 304 BUFFALO STREET | CONNEAUT | OH | 44030 | NONE | PUBLIC CHARITY | OPERATIONS | $1,000 |
| OUTDOOR LEARNING CENTER | |||||||
| PO BOX 732 | CONNEAUT | OH | 44030 | NONE | PUBLIC CHARITY | OPERATIONS | $3,000 |
| ASHTABULA DREAM CENTER | |||||||
| 604 WEST 57TH STREET | ASHTABULA | OH | 44004 | NONE | PUBLIC CHARITY | OPERATIONS | $1,000 |
| GIRL SCOUTS OF NORTHEAST OHIO | |||||||
| 1 GIRL SCOUT WAY | MACEDONIA | OH | 44056 | NONE | PUBLIC CHARITY | OPERATIONS | $5,000 |
| HUBBARD HOUSE UNDERGROUND RAILROAD MUSEUM | |||||||
| 1603 WALNUT BLVD | ASHTABULA | OH | 44004 | NONE | PUBLIC CHARITY | OPERATIONS | $20,000 |
| INTERLUDE RETREAT CORPORATION | |||||||
| 1830 ELM DRIVE | ASHTABULA | OH | 44004 | NONE | PUBLIC CHARITY | OPERATIONS | $5,000 |
| JUNIOR ACHIEVEMENT OF MAHONING VALLEY | |||||||
| 1601 MOTOR INN DRIVE 305 | GIRARD | OH | 44420 | NONE | PUBLIC CHARITY | OPERATIONS | $1,000 |
| AAC BAPTIST ASSOCIATION CAMP KOINONIA | |||||||
| 6810 CORK COLD SPRINGS RD | GENEVA | OH | 44041 | NONE | PUBLIC CHARITY | OPERATIONS | $10,000 |
| LEADERSHIP ASHTABULA COUNTY | |||||||
| PO BOX 643 | ASHTABULA | OH | 44005 | NONE | PUBLIC CHARITY | OPERATIONS | $2,000 |
| NORTHMAN GROVE ARTS SETTLEMENT | |||||||
| 3050 STATE ROUTE 7 N | PIERPONT | OH | 44082 | NONE | PUBLIC CHARITY | OPERATIONS | $10,000 |
| PAINESVILLE RAILROAD MUSEUM | |||||||
| 475 RAILROAD STREET | PAINESVILLE | OH | 44077 | NONE | PUBLIC CHARITY | OPERATIONS | $495 |
| SALVATION ARMY | |||||||
| 3527 LAKE AVENUE | ASHTABULA | OH | 44004 | NONE | PUBLIC CHARITY | OPERATIONS | $2,500 |
| SPIDERWEB | |||||||
| 133 EAST JEFFERSON STREET | JEFFERSON | OH | 44047 | NONE | PUBLIC CHARITY | OPERATIONS | $1,000 |
| ST JOHN SCHOOL | |||||||
| 7911 DEPOT ROAD | ASHTABULA | OH | 44004 | NONE | PUBLIC CHARITY | OPERATIONS | $1,000 |
| SPARC | |||||||
| 400 MILL STREET SUITE B | CONNEAUT | OH | 44030 | NONE | PUBLIC CHARITY | OPERATIONS | $15,000 |
| SUB ZERO MISSION | |||||||
| PO BOX 532 | PERRY | OH | 44081 | NONE | PUBLIC CHARITY | OPERATIONS | $1,000 |
| UNIONVILLE TAVERN PRESERVATION SOCIETY | |||||||
| PO BOX 826 | MADISON | OH | 44057 | NONE | PUBLIC CHARITY | OPERATIONS | $9,695 |
| ASHTABULA COUNTY FAMILY YMCA | |||||||
| 263 WEST PROSPECT ROAD | ASHTABULA | OH | 44004 | NONE | PUBLIC CHARITY | OPERATIONS | $15,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $561,482 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ATECH ASHTABULA COUNTY | |||||||
| 1565 STATE ROUTE 167 | JEFFERSON | OH | 44047 | NONE | PUBLIC CHARITY | OPERATIONS | $13,000 |
| ASHTABULA MARITIME & SURFACE TRANSPORTATION MUSEUM | |||||||
| 1071 WALNUT BLVD | ASHTABULA | OH | 44004 | NONE | PUBLIC CHARITY | OPERATIONS | $150,000 |
| CIVIC DEVELOPMENT CORPORATION OF ASHTABULA COUNTY | |||||||
| PO BOX 131 | ASHTABULA | OH | 44004 | NONE | PUBLIC CHARITY | OPERATIONS | $50,000 |
| CLEVELAND CLINIC | |||||||
| 9500 EUCLID AVENUE | CLEVELAND | OH | 44195 | NONE | PUBLIC CHARITY | OPERATIONS | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $313,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $313,502 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $132,465 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $445,967 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $445,967 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYCHEX PAYROLL ADMIN FEES | CategoryTxt |
| Amt | $1,490 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,490 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $2,416,096 | EOYBookValueAmt |
| EOYFMV | $2,468,141 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $6,777,729 | EOYBookValueAmt |
| EOYFMV | $8,475,657 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS | AT COST | $1,380,407 | $1,353,053 |
| MISCELLANEOUS ASSETS | AT COST | $498,182 | $477,348 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX REFUND RECEIVABLE | Desc |
| EOY Book Value | $14,304 | EOYBookValueAmt |
| EOYFMV | $14,304 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING DIFFERENCES AND MISC ADJMTS | Desc |
| Amt | $10,699 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONTRACT LABOR | $15,412 | $0 | $15,412 |
| DUES & SUBSCRIPTIONS | $375 | $0 | $375 |
| INSURANCE | $1,579 | $0 | $1,579 |
| OFFICE EXPENSES | $658 | $0 | $658 |
| STATE OF OHIO FILING FEE | $200 | $0 | $200 |
| TELEPHONE | $1,547 | $0 | $1,547 |
| STAFF DEVELOPMENT | $2,000 | $0 | $2,000 |
| MISCELLANEOUS | $8,435 | $0 | $8,435 |
| POSTAGE/SHIPPING | $206 | $0 | $206 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAXES PAYABLE | Desc |
| BOY Book Value | $7,006 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $73,880 | Amt |
| Net Investment Income | $73,880 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $2,782 | $2,782 | $0 |
| 2015 FEDERAL EXCISE TAX | $3,690 | $0 | $0 |
| PAYROLL TAXES AND WORKERS' COMP | $6,997 | $0 | $6,997 |