HAUSHALTER FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- HAUSHALTER FAMILY FOUNDATION (EIN 83-2108689)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-10
- IRS object ID
- 202601009349101215
- Schema version
- 2025v4.1
- 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
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-10T13:52:40-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 832108689 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Haushalter Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Haushalter Family Foundation | InCareOfNm |
| Business Name Control | HAUS | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13670 Highway 68 South | AddressLine1Txt |
| City | Kenton | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43326 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Sheryl Haushalter | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 4196744152 | PhoneNum |
| Signature | 2026-03-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $4,384,693 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $720,596 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,002 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,002 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $151,431 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $151,431 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,015 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $82,254 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,015 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $879,044 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $158,448 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $29,241 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $29,241 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,844 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $16,166 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $16,166 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $47,251 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $29,241 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $16,166 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $350,182 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $350,182 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $397,433 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $29,241 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $366,348 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $481,611 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $129,207 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $75,341 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $93,124 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $93,124 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,225,685 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,689,868 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,291,569 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,301,026 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,782,992 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,384,693 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $3,301,026 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,782,992 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,301,026 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,782,992 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,301,026 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,782,992 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,301,026 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $481,611 | ExcessRevenueOverExpensesAmt |
| Other Increases | $355 | OtherIncreasesAmt |
| Subtotal | $3,782,992 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,782,992 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $82,254 | GrossSalesPriceAmt |
| Cost Or Other Basis | $76,239 | CostOrOtherBasisAmt |
| Gain Or Loss | $6,015 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $6,015 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,015 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,796 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,796 | SubtotalAmt |
| Tax Based On Investment Income | $1,796 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,400 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $1,400 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $396 | TaxDueAmt |
| 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 | Haushalter Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4196744152 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13670 Highway 68 South | AddressLine1Txt |
| City | Kenton | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43326 | 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 | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| Mark Fissel | ||||||||
| 13670 Highway 68 South | Kenton | OH | 43326 | Dir, Sec | 1.0 | $0 | $0 | $0 |
| Joan Haushalter | ||||||||
| 13670 Highway 68 South | Kenton | OH | 43326 | Dir, Pres | 1.0 | $0 | $0 | $0 |
| Nikki Haushalter | ||||||||
| 13670 Highway 68 South | Kenton | OH | 43326 | Dir, VP | 1.0 | $0 | $0 | $0 |
| Sherri Haushalter | ||||||||
| 13670 Highway 68 South | Kenton | OH | 43326 | Dir, Treas | 1.0 | $0 | $0 | $0 |
| 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 | $3,992,207 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $113,006 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,105,213 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,105,213 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $61,578 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,043,635 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $202,182 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $202,182 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,796 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,796 | TotalTaxAmt |
| Distributable Before Adj | $200,386 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $355 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $200,741 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $200,741 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $366,348 | 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 | $366,348 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $200,741 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $197,266 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $144,004 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $139,083 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $143,167 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $115,860 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $739,380 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $366,348 | QualifyingDistributionsAmt |
| Applied To Current Year | $200,741 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $165,607 | RemainingDistriFromCorpusAmt |
| Total Corpus | $904,987 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $197,266 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $707,721 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $144,004 | ExcessFromYear4Amt |
| Excess From Year3 | $139,083 | ExcessFromYear3Amt |
| Excess From Year2 | $143,167 | ExcessFromYear2Amt |
| Excess From Year1 | $115,860 | ExcessFromYear1Amt |
| Excess From Current Year | $165,607 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Joan Haushalter | ContributingManagerNm |
| Contributing Manager | Nikki Haushalter | ContributingManagerNm |
| Contributing Manager | Sherri Haushalter | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (93 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AGRICULTURAL EXTENSION CAMPS INC | ||||||||
| 11461 CAMP OHIO RD | ST LOUISVILLE | OH | 43071 | N/A | PC | Freezer Project | $3,000 | |
| ALLIANCE DEFENDING FREEDOM | ||||||||
| 15100 N 90TH ST | SCOTTSDALE | AZ | 85260 | N/A | PC | General & Unrestricted | $500 | |
| AMVETS RIDERS CHAPTER 39 | ||||||||
| 110 W HARRISON ST | LAKEVIEW | OH | 43331 | N/A | PC | General & Unrestricted | $6,400 | |
| ANGELS FOR THE ELDERLY | ||||||||
| 214 E OHIO ST | KENTON | OH | 43326 | N/A | PC | General & Unrestricted | $500 | |
| BELLEFONTAINE HIGH SCHOOL ACADEMIC BOOSTERS CLUB | ||||||||
| 555 E LAKE AVE | BELLEFONTAINE | OH | 43311 | N/A | PC | Honored Academic Donor of BHS | $500 | |
| BELLEFONTAINE HIGH SCHOOL ACADEMIC BOOSTERS CLUB | ||||||||
| 555 E LAKE AVE | BELLEFONTAINE | OH | 43311 | N/A | PC | Spring Academic Student Awards | $150 | |
| Bellefontaine Intermediate School | ||||||||
| 509 N PARK ST | Bellefontaine | OH | 43311 | N/A | GOV | BIS PTO Spider Web Climber | $1,000 | |
| Bellefontaine Middle School | ||||||||
| 1201 LUDLOW RD | Bellefontaine | OH | 43311 | N/A | GOV | Robotics Teams | $5,000 | |
| BLANCHARD VALLEY HEALTH FOUNDATION | ||||||||
| 1900 S MAIN ST | FINDLAY | OH | 45840 | N/A | PC | Capital Campaign | $20,000 | |
| BLANCHARD VALLEY HEALTH FOUNDATION | ||||||||
| 1900 S MAIN ST | FINDLAY | OH | 45840 | N/A | PC | Pediatric Book Project | $1,000 | |
| CEDAR CREEK COMMUNITY CHURCH | ||||||||
| 29129 LIME CITY RD | PERRYSBURG | OH | 43551 | N/A | PC | Findlay Campus Camp Scholarship Fund | $3,000 | |
| CEDAR CREEK COMMUNITY CHURCH | ||||||||
| 29129 LIME CITY RD | PERRYSBURG | OH | 43551 | N/A | PC | Findlay Campus Camp Scholarship Fund | $2,000 | |
| CHARITY NAVIGATOR | ||||||||
| PO BOX 4009 | HARLAN | IA | 51593 | N/A | PC | General & Unrestricted | $500 | |
| CHURCH OF THE NAZARENE INC | ||||||||
| 17001 PRAIRIE STAR PKWY | LENEXA | KS | 66220 | N/A | PC | American Heritage Girls | $1,000 | |
| J SIMS | ||||||||
| CLARK TECHNICAL COLLEGE SCHOLARSHIP | SPRINGFIELD | OH | 45505 | NONE | I | SCHOLARSHIP GRANT | $2,500 | 570 E LEFFEL LN |
| J SALYER | ||||||||
| CLARK TECHNICAL COLLEGE SCHOLARSHIP | SPRINGFIELD | OH | 45505 | NONE | I | SCHOLARSHIP GRANT | $2,500 | 570 E LEFFEL LN |
| Z HORVATH | ||||||||
| CLARK TECHNICAL COLLEGE SCHOLARSHIP | SPRINGFIELD | OH | 45505 | NONE | I | SCHOLARSHIP GRANT | $8,000 | 570 E LEFFEL LN |
| A YODER | ||||||||
| CLARK TECHNICAL COLLEGE SCHOLARSHIP | SPRINGFIELD | OH | 45505 | NONE | I | SCHOLARSHIP GRANT | $1,000 | 570 E LEFFEL LN |
| L HUDSON | ||||||||
| CLEVELAND STATE UNIVERSITY FOUNDATI | CLEVELAND | OH | 44115 | NONE | I | SCHOLARSHIP GRANT | $5,000 | 2121 EUCLID AVE UN 501 |
| L HUDSON | ||||||||
| CLEVELAND STATE UNIVERSITY FOUNDATI | CLEVELAND | OH | 44115 | NONE | I | SCHOLARSHIP GRANT | $5,000 | 2121 EUCLID AVE UN 501 |
| H CUSSINS | ||||||||
| COASTAL CAROLINA UNIVERSITY | CONWAY | SC | 29528 | NONE | I | SCHOLARSHIP GRANT | $4,000 | PO BOX 261954 |
| O WILLIAMS | ||||||||
| DAVIS ELKINS COLLEGE | ELKINS | WV | 26241 | NONE | I | SCHOLARSHIP GRANT | $3,000 | 100 CAMPUS DR |
| DOLLARS FOR SCHOLARSHIPS | ||||||||
| PO BOX 2 | KENTON | OH | 43326 | N/A | PC | Annual Scholarship FUND for Kenton High School Seniors | $1,000 | |
| DOLLY PARTONS IMAGINATION LIBRARY -HARDIN COUNTY | ||||||||
| PO BOX 806 | KENTON | OH | 43326 | N/A | PC | General & Unrestricted | $1,000 | |
| A COLEBANK | ||||||||
| EASTERN WEST VIRGINIA COMMUNITY AND | MOOREFIELD | WV | 26836 | NONE | I | SCHOLARSHIP GRANT | $2,621 | 316 EASTERN DR |
| B CALE | ||||||||
| ECKERD COLLEGE | ST PETERSBURG | FL | 33711 | NONE | I | SCHOLARSHIP GRANT | $2,000 | 4200 54TH AVE S |
| ELKS NATIONAL FOUNDATION INC | ||||||||
| 2750 N LAKEVIEW AVE | CHICAGO | IL | 60614 | N/A | PC | Veterans Program | $500 | |
| FIELDON UNITED CHURCH OF CHRIST | ||||||||
| 205 S 1ST ST PO BOX 70 | FIELDON | IL | 62052 | N/A | PC | Funds for Maintenance of the Cemetery | $500 | |
| FINDLAY HOPE HOUSE FOR THE HOMELESS INC | ||||||||
| 1800 N BLANCHARD ST STE 106 | FINDLAY | OH | 45840 | N/A | PC | General & Unrestricted | $5,000 | |
| GROVE CEMETARY ASSOCIATION | ||||||||
| 15443 ST RT 309 | KENTON | OH | 43326 | N/A | GOV | Chapel Restoration Project | $2,500 | |
| GUARDIAN ANGELS MEDICAL SERVICE DOGS INC | ||||||||
| 3251 NE 180TH AVE | WILLISTON | FL | 32696 | N/A | PC | Training for service dogs | $2,000 | |
| HARDIN COUNTY COMMUNITY FOUNDATION | ||||||||
| PO BOX 343 | KENTON | OH | 43326 | N/A | PC | General & Unrestricted | $500 | |
| HEARTBEAT OF HARDIN COUNTY | ||||||||
| 220 E FRANKLIN ST | KENTON | OH | 43326 | N/A | PC | General & Unrestricted | $1,000 | |
| HEIFER INTERNATIONAL FOUNDATION | ||||||||
| 1 WORLD AVE | LITTLE ROCK | AR | 72202 | N/A | PC | General & Unrestricted | $500 | |
| HERITAGE FOUNDATION | ||||||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20002 | N/A | PC | General & Unrestricted | $500 | |
| JUDICIAL WATCH INC | ||||||||
| 425 3RD ST SW STE 800 | WASHINGTON | DC | 20024 | N/A | PC | General & Unrestricted | $500 | |
| KENTON ATHLETIC BOOSTERS | ||||||||
| 200 HARDING AVE | KENTON | OH | 43326 | N/A | PC | Mobile Cardiac Overview One & Done | $5,000 | |
| Kenton High School | ||||||||
| 200 HARDING AVE | Kenton | OH | 43326 | N/A | GOV | HOBY Students Scholarship Fund | $710 | |
| LAKE OF LIGHTS | ||||||||
| 321 N CHERRY ST | KENTON | OH | 43326 | N/A | PC | Sponsorship Fund for Wagon Rides | $500 | |
| LAW ENFORCEMENT FOUNDATION INC | ||||||||
| 6277 RIVERSIDE DR STE 1S | DUBLIN | OH | 43017 | N/A | PC | General & Unrestricted | $1,000 | |
| LEADERSHIP INSTITUTE | ||||||||
| 1101 N HIGHLAND ST | ARLINGTON | VA | 22201 | N/A | PC | General & Unrestricted | $500 | |
| LOGAN COUNTY CANCER SOCIETY INC | ||||||||
| 205 E PALMER RD | BELLEFONTAINE | OH | 43311 | N/A | PC | General & Unrestricted | $500 | |
| LOGAN COUNTY EDUCATION FOUNDATION | ||||||||
| 2280 STATE RTE 540 3 | BELLEFONTAINE | OH | 43311 | N/A | PC | #RippleEffect Fund - BHS Courtyard Beautification | $4,400 | |
| LOGAN COUNTY EDUCATION FOUNDATION | ||||||||
| 2280 STATE RTE 540 3 | BELLEFONTAINE | OH | 43311 | N/A | PC | #RippleEffect Fund - BIS Kindness Crew | $550 | |
| LOGAN COUNTY EDUCATION FOUNDATION | ||||||||
| 2280 STATE RTE 540 3 | BELLEFONTAINE | OH | 43311 | N/A | PC | #RippleEffect Fund - BHS Chieftain Kindness | $550 | |
| LOGAN COUNTY EDUCATION FOUNDATION | ||||||||
| 2280 STATE RTE 540 3 | BELLEFONTAINE | OH | 43311 | N/A | PC | #RippleEffect Fund - BES/BIS Heritage Fest | $550 | |
| LOGAN COUNTY EDUCATION FOUNDATION | ||||||||
| 2280 STATE RTE 540 3 | BELLEFONTAINE | OH | 43311 | N/A | PC | #RippleEffect Fund - BHS CCP Lab Updates | $8,800 | |
| A HERRING | ||||||||
| MARION TECHNICAL COLLEGE | MARION | OH | 43302 | NONE | I | Scholarship Grant | $1,000 | 1467 MOUNT VERNON AVE |
| A STERANKO | ||||||||
| MARION TECHNICAL COLLEGE | MARION | OH | 43302 | NONE | I | Scholarship Grant | $1,000 | 1467 MOUNT VERNON AVE |
| MARY RUTAN FOUNDATION | ||||||||
| 205 E PALMER RD | BELLEFONTAINE | OH | 43311 | N/A | SO I | Purchase of new Magnetic Resonance Imaging (MRI) Unit | $1,000 | |
| MOOSE CHARITIES INC | ||||||||
| 155 S INTERNATIONAL DR | MOOSEHEART | IL | 60539 | N/A | PC | Mooseheart Children's fund | $500 | |
| NATIONAL CHILD SAFETY COUNCIL | ||||||||
| PO BOX 1368 | JACKSON | MI | 49204 | N/A | PC | Annual Child Safety Education Program | $300 | |
| OHIO FOUNDATION OF INDEPENDENT COLLEGES INC | ||||||||
| 60 COLLEGEVIEW RD 107 | WESTERVILLE | OH | 43081 | N/A | PC | Logan County Founders Club Scholarship Fund | $1,000 | |
| OHIO HI POINT | ||||||||
| 2280 STATE RTE 540 | BELLEFONTAINE | OH | 43311 | N/A | GOV | A.S.P.I.R.E. Champions Fund, Bronze Level, 100% to Employment | $1,000 | |
| OHIO NORTHERN UNIVERSITY | ||||||||
| 525 S MAIN ST | ADA | OH | 45810 | N/A | PC | Center for Corporate Engagement - Ruth A Haushalter Memorial Scholarship Fund | $1,500 | |
| OHIO NORTHERN UNIVERSITY | ||||||||
| 525 S MAIN ST | ADA | OH | 45810 | N/A | PC | Center for Corporate Engagement - Ruth A Haushalter Memorial Scholarship Fund | $500 | |
| OHIO NORTHERN UNIVERSITY | ||||||||
| 525 S MAIN ST | ADA | OH | 45810 | N/A | PC | Freed Center for the Performing Arts - performance expenses grant | $1,250 | |
| OHIO NORTHERN UNIVERSITY | ||||||||
| 525 S MAIN ST | ADA | OH | 45810 | N/A | PC | Northern Fund, ONU Student Emergency Fund, AND Polar Bear Food Cupboard | $10,000 | |
| S GARRETT | ||||||||
| OHIO SCHOOL OF PHLEBOTOMY | COLUMBUS | OH | 43214 | NONE | I | Scholarship Grant | $1,000 | 17 ALDRICH RD |
| D SALCEDO HERNANDEZ | ||||||||
| OHIO UNIVERSITY | ATHENS | OH | 45701 | NONE | I | SCHOLARSHIP GRANT | $3,500 | 1 OHIO UNIVERSITY RIDGES BLD 18 FL3 |
| D SALCEDO HERNANDEZ | ||||||||
| OHIO UNIVERSITY | ATHENS | OH | 45701 | NONE | I | Scholarship Grant | $3,500 | CHUBB HALL 020 |
| OHIO-WEST VIRGINIA YOUTH LEADERSHIP ASSOCIATION | ||||||||
| 3309 HORSESHOE RUN RD | PARSONS | WV | 26287 | N/A | PC | Camp Horseshoe | $2,000 | |
| OHIO-WEST VIRGINIA YOUTH LEADERSHIP ASSOCIATION | ||||||||
| 3309 HORSESHOE RUN RD | PARSONS | WV | 26287 | N/A | PC | Camp Horseshoe Capital Gift - 10 new high energy furnaces | $40,000 | |
| OTTERBEIN HOMES | ||||||||
| 580 NORTH STE ROUTE 741 | LEBANON | OH | 45036 | N/A | PC | Otterbein Green Hills Holiday Wreath Project - Use for Memory Care | $600 | |
| PAWS FOR PURPLE HEARTS | ||||||||
| 10201 OLD REDWOOD HWY | PENNGROVE | CA | 94951 | N/A | PC | General & Unrestricted | $500 | |
| PRESENCE POINT INC | ||||||||
| 2036 NEVADA CITY HWY 78 | GRASS VALLEY | CA | 95945 | N/A | PC | General & Unrestricted | $1,000 | |
| SARAS GARDEN-THE SARA JOY RYCHENER- BURKHOLDER HYP | ||||||||
| PO BOX 150 | WAUSEON | OH | 43567 | N/A | PC | Hyperbaric Therapy Program | $2,000 | |
| SAVE THE CHILDREN FEDERATION INC | ||||||||
| 501 KINGS HWY EAST STE 400 | FAIRFIELD | CT | 06825 | N/A | PC | Sponsored Child Program | $504 | |
| Z CARR | ||||||||
| SHEPHERD UNIVERSITY | SHEPHERDSTOWN | WV | 25443 | NONE | I | SCHOLARSHIP GRANT | $4,000 | PO BOX 5000 |
| SIGMA CHI FOUNDATION | ||||||||
| 1714 HINMAN AVE | EVANSTON | IL | 60201 | N/A | PC | Theta Eta Chapter at Missouri S&T Scholarship Fund | $1,000 | |
| SMILE TRAIN INC | ||||||||
| PO BOX 96231 | WASHINGTON | DC | 20090 | N/A | PC | General & Unrestricted | $500 | |
| SOME OF US PEOPLE | ||||||||
| 8443 US HWY 68 | KENTON | OH | 43326 | N/A | PC | General & Unrestricted | $2,500 | |
| STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION | ||||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | N/A | PC | General & Unrestricted | $5,000 | |
| THE CORNERSTONE CHURCH OF HUNTSVILLE | ||||||||
| 6611 FRUIT ST POB 235 | HUNTSVILLE | OH | 43324 | N/A | PC | General & Unrestricted | $4,000 | |
| THE KENTON CITY SCHOOLS EXCELLENCE FOR EDUCATION F | ||||||||
| 233 W OHIO ST | KENTON | OH | 43326 | N/A | PC | Alex Haushalter scholarship FUND: Female students studying Mathematics, Economics, Statistics, Finance, Actuarial Science, Accounting, Data Analytics or Computer Science | $10,000 | |
| THE KENTON CITY SCHOOLS EXCELLENCE FOR EDUCATION F | ||||||||
| 233 W OHIO ST | KENTON | OH | 43326 | N/A | PC | Max Haushalter Scholarship FUND: Students going to Universities or colleges outside of OhiO | $10,000 | |
| THE KENTON CITY SCHOOLS EXCELLENCE FOR EDUCATION F | ||||||||
| 233 W OHIO ST | KENTON | OH | 43326 | N/A | PC | General & Unrestricted | $4,000 | |
| Z HORVATH | ||||||||
| THE OHIO STATE UNIVERSITY | COLUMBUS | OH | 43218 | NONE | I | SCHOLARSHIP GRANT | $2,000 | PO BOX 183248 |
| Z HORVATH | ||||||||
| THE OHIO STATE UNIVERSITY | COLUMBUS | OH | 43218 | NONE | I | SCHOLARSHIP GRANT | $597 | PO BOX 183248 |
| Z TEVIS | ||||||||
| THE OHIO STATE UNIVERSITY | COLUMBUS | OH | 43218 | NONE | I | SCHOLARSHIP GRANT | $10,000 | PO BOX 183248 |
| UNITED WAY OF LOGAN COUNTY INC | ||||||||
| 653 N MAIN ST | BELLEFONTAINE | OH | 43311 | N/A | PC | General & Unrestricted | $1,000 | |
| O TRIPLETT | ||||||||
| WEST LIBERTY UNIVERSITY | WEST LIBERTY | WV | 26074 | NONE | I | SCHOLARSHIP GRANT | $3,000 | 208 UNIVERSITY DR |
| WEST OHIO FOOD BANK | ||||||||
| PO BOX 1566 | LIMA | OH | 45802 | N/A | PC | General & Unrestricted | $2,000 | |
| A LILLER | ||||||||
| WEST VIRGINIA UNIVERSITY | MORGANTOWN | WV | 26506 | NONE | I | SCHOLARSHIP GRANT | $2,000 | B-33 STEWART HALL PO BOX 6003 |
| R SCOTT | ||||||||
| WEST VIRGINIA UNIVERSITY | MORGANTOWN | WV | 26506 | NONE | I | SCHOLARSHIP GRANT | $3,000 | B-33 STEWART HALL PO BOX 6003 |
| L BURNS | ||||||||
| WEST VIRGINIA UNIVERSITY | MORGANTOWN | WV | 26506 | NONE | I | SCHOLARSHIP GRANT | $4,000 | B-33 STEWART HALL PO BOX 6003 |
| S PASE | ||||||||
| WEST VIRGINIA UNIVERSITY | MORGANTOWN | WV | 26506 | NONE | I | SCHOLARSHIP GRANT | $3,000 | B-33 STEWART HALL PO BOX 6003 |
| WORLD VISION | ||||||||
| PO BOX 9716 | FEDERAL WAY | WA | 98063 | N/A | PC | Food for malnourished children | $1,000 | |
| YOUTH FOR CHRIST INTERNATIONAL MINISTRIES | ||||||||
| 16965 PINE LN | PARKER | CO | 80134 | N/A | PC | General & Unrestricted | $1,200 | |
| YOUTH FOR CHRIST USA INC | ||||||||
| 16965 PINE LN STE 200 | PARKER | CO | 80134 | N/A | PC | Youth For Christ Foundation | $5,000 | |
| YOUTH FOR CHRIST USA INC | ||||||||
| PO BOX 514 | FINDLAY | OH | 45839 | N/A | PC | general & unrestricted | $10,000 | |
| YOUTH FOR CHRIST USA INC | ||||||||
| PO BOX 514 | FINDLAY | OH | 45839 | N/A | PC | General & Unrestricted | $49,000 | |
| YOUTH FOR CHRIST USA INC | ||||||||
| 16965 PINE LN STE 200 | PARKER | CO | 80134 | N/A | PC | GENERAL & UNRESTRICTED | $20,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $350,182 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,002 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $151,431 | 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 | $6,015 | 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 | $158,448 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $158,448 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Haushalter Joan | ||||||
| 1 | 1400 Turner Road | Bellefontaine | OH | 43311 | $228,532 | Yes (X) |
| Haushalter Nikki | ||||||
| 2 | 16391 Lindsey Drive | Kenton | OH | 43326 | $228,532 | Yes (X) |
| Haushalter Sherri | ||||||
| 3 | 307 Pheasant Run Lane | Findlay | OH | 45840 | $263,532 | Yes (X) |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHARLES SCHWAB INTRNTNL EQ | $733,597 | $971,913 |
| FRANKLIN FLOATING RATE DAILY A | $591,260 | $568,441 |
| ISHARES CORE US REIT ETF | $124,475 | $124,230 |
| SCHWAB STRATEGIC TR US LARGE C | $263,398 | $337,672 |
| SCHWAB U.S. SMALL-CA | $19,868 | $29,050 |
| SCHWAB US BROAD MARKET | $501,565 | $777,038 |
| SPDR PORTFOLIO SMALL CAP ETF | $233,051 | $261,338 |
| VANGUARD INTERMEDIATE TERM COR | $1,177,322 | $1,175,179 |
| VANGUARD SF REIT ETF | $26,484 | $26,105 |
| VANGUARD SHORT TERM CORPORATE | $14,356 | $14,670 |
| VANGUARD SM-CAP ETF | $4,492 | $5,933 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $14,614 | $14,614 |
| Indemnification Insurance | $1,245 | $1,245 |
| Postage/Delivery Service | $107 | $107 |
| State or Local Filing Fees | $200 | $200 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURNED GRANT | Desc |
| Amt | $355 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $29,241 | Amt |
| Net Investment Income | $29,241 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2025 | $1,400 |
| 990-PF Excise Tax for 2024 | $444 |