FIBUS FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- FIBUS FAMILY FOUNDATION (EIN 34-1340458)
- Tax period
- 2024-06-01 to 2025-05-31
- Filed
- 2026-04-14
- IRS object ID
- 202631049349101058
- Schema version
- 2024v5.5
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-14T16:53:02-05:00 | ReturnTs |
| Tax Period End | 2025-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341897225 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HILL BARTH & KING LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6603 SUMMIT DRIVE | AddressLine1Txt |
| City | CANFIELD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44406 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341340458 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIBUSHENDRICKS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FIBU | BusinessNameControlTxt |
| Phone | 3305447171 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 470 | AddressLine1Txt |
| City | NILES | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44446 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | C KENNETH FIBUS | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3305447171 | PhoneNum |
| Signature | 2026-04-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES DASCENZO | PreparerPersonNm |
| PTIN | P00045020 | PTIN |
| Phone | 3307588613 | PhoneNum |
| Preparation | 2026-04-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $28,562,736 | 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 | $310,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $801,887 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $801,887 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $934,149 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,876,803 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $934,149 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,046,036 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,736,036 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $20,594 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $200 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $8,047 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $192,670 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $192,655 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $221,311 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $192,655 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $200 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,267,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,267,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,488,511 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $192,655 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,267,400 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $557,525 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,543,381 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $158,751 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $382,706 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $382,706 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $5,716,115 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $4,499,488 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $4,580,377 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $11,994,652 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,300,734 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $17,875,647 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $6,208,454 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,452,569 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,724,006 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $24,077,972 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,635,497 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $28,562,736 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $24,077,972 | CapitalStockBOYAmt |
| Capital Stock EOY | $24,635,497 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $24,077,972 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $24,635,497 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $24,077,972 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $24,635,497 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $24,077,972 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $557,525 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $24,635,497 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $24,635,497 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (169 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| VANGUARD RUSSELL 1000 GROWTH ETF IV | P | 2022-05-16 | 2024-06-21 | $50,032 | $38,037 | $11,995 | $11,995 |
| VANGUARD CORE BOND ADMIR AL | P | 2020-04-23 | 2024-09-12 | $1,369,364 | $1,384,878 | -$15,514 | -$15,514 |
| SCHWAB US LARGE CAP ETF | P | 2022-07-12 | 2024-10-08 | $10,125 | $7,929 | $2,196 | $2,196 |
| US TREASU NT 2.625%04 | P | 2025-12-15 | 2025-04-15 | $65,875 | $65,136 | $739 | $739 |
| CANADIAN PAC KANS CITY | P | 2022-08-10 | 2024-05-23 | $28,349 | $28,783 | -$434 | -$434 |
| MCDONALDS CORP COM | P | 2022-08-10 | 2024-06-13 | $19,182 | $19,917 | -$735 | -$735 |
| PRINCIPAL FINANCIAL GRP | P | 2022-08-10 | 2024-06-14 | $24,631 | $24,054 | $577 | $577 |
| SALESFORCE INC | P | 2022-08-10 | 2024-06-13 | $130,385 | $105,218 | $25,167 | $25,167 |
| FIFTH THIRD BANCORP | P | 2023-12-15 | 2024-06-13 | $38,156 | $37,315 | $841 | $841 |
| INTUIT INC COM | P | 2022-08-12 | 2024-06-05 | $134,611 | $134,053 | $558 | $558 |
| MCDONALDS CORP COM | P | 2020-11-20 | 2024-06-13 | $75,717 | $82,707 | -$6,990 | -$6,990 |
| NVIDIA | P | 2023-09-07 | 2024-06-13 | $2,587 | $912 | $1,675 | $1,675 |
| SALESFORCE INC | P | 2020-12-31 | 2024-06-13 | $67,811 | $79,262 | -$11,451 | -$11,451 |
| ALPHABET INC SHS CL A | P | 2022-08-10 | 2024-07-23 | $49,652 | $32,552 | $17,100 | $17,100 |
| APPLE INC | P | 2022-08-10 | 2024-07-12 | $27,490 | $20,172 | $7,318 | $7,318 |
| CANADIAN PAC KANS CITY | P | 2022-08-10 | 2024-07-12 | $13,445 | $12,944 | $501 | $501 |
| COSTCO WHOLESALE CRP DEL | P | 2022-08-10 | 2024-07-12 | $34,588 | $22,287 | $12,301 | $12,301 |
| PROGRESSIVE CRP OHIO | P | 2020-08-19 | 2024-07-30 | $53,486 | $30,163 | $23,323 | $23,323 |
| VISA INC CL A SHRS | P | 2022-08-10 | 2024-07-23 | $119,807 | $96,290 | $23,517 | $23,517 |
| ZOETIS INC | P | 2021-02-11 | 2024-07-12 | $35,832 | $33,837 | $1,995 | $1,995 |
| AMER EXPRESS COMPANY | P | 2023-08-17 | 2024-07-12 | $115,504 | $78,203 | $37,301 | $37,301 |
| META PLATFORMS INC | P | 2023-11-21 | 2024-07-23 | $9,306 | $6,389 | $2,917 | $2,917 |
| ZOETIS INC | P | 2023-08-17 | 2024-07-12 | $18,095 | $18,555 | -$460 | -$460 |
| AMAZON INC COM | P | 2022-08-10 | 2024-08-21 | $52,515 | $43,925 | $8,590 | $8,590 |
| APPLE INC | P | 2020-11-12 | 2024-08-21 | $29,207 | $22,382 | $6,825 | $6,825 |
| COSTCO WHOLESALE CRP DEL | P | 2023-08-01 | 2024-08-21 | $13,210 | $8,365 | $4,845 | $4,845 |
| EXXON MOBIL CORP COM | P | 2023-07-20 | 2024-08-21 | $10,898 | $9,820 | $1,078 | $1,078 |
| EXTRA SPACE STORAGE INC | P | 2020-06-07 | 2024-08-08 | $209,776 | $204,733 | $5,043 | $5,043 |
| HCA HEALTHCARE INC | P | 2023-07-24 | 2024-08-21 | $15,145 | $11,422 | $3,723 | $3,723 |
| INTL BUSINESS MACHINES | P | 2023-08-17 | 2024-08-21 | $11,953 | $8,653 | $3,300 | $3,300 |
| JPMORGAN CHASE & CO | P | 2022-09-12 | 2024-08-12 | $11,124 | $6,197 | $4,927 | $4,927 |
| ELI LILLY & CO | P | 2022-08-10 | 2024-08-12 | $148,495 | $50,609 | $97,886 | $97,886 |
| PRINCIPAL FINANCIAL GRP | P | 2022-08-10 | 2024-08-21 | $6,959 | $6,765 | $194 | $194 |
| PROGRESSIVE CRP OHIO | P | 2021-10-10 | 2024-07-31 | $25,811 | $12,284 | $13,527 | $13,527 |
| WILLIAMS COMPANIES DEL | P | 2023-08-01 | 2024-08-21 | $15,938 | $12,099 | $3,839 | $3,839 |
| ASTRAZENECA PLC SPND ADR | P | 2024-08-15 | 2024-08-21 | $6,471 | $6,455 | $16 | $16 |
| ALPHABET INC SHS CL A | P | 2024-06-07 | 2024-08-21 | $6,623 | $7,083 | -$460 | -$460 |
| CONSOLIDATED EDISON INC | P | 2024-07-12 | 2024-08-21 | $13,088 | $11,984 | $1,104 | $1,104 |
| CANADIAN PAC KANS CITY | P | 2024-04-22 | 2024-08-21 | $9,086 | $9,777 | -$691 | -$691 |
| CATERPILLAR INC DEL | P | 2019-07-17 | 2024-08-21 | $13,738 | $14,250 | -$512 | -$512 |
| D R HORTON INC | P | 2020-09-20 | 2024-08-21 | $31,545 | $27,148 | $4,397 | $4,397 |
| EXTRA SPACE STORAGE INC | P | 2024-07-24 | 2024-08-08 | $809 | $828 | -$19 | -$19 |
| EQUINIX INC | P | 2023-11-21 | 2024-08-21 | $9,029 | $8,689 | $340 | $340 |
| FREEPORT-MCMORAN INC | P | 2024-05-13 | 2024-08-21 | $7,407 | $8,814 | -$1,407 | -$1,407 |
| FIFTH THIRD BANCORP | P | 2024-03-12 | 2024-08-21 | $8,786 | $7,997 | $789 | $789 |
| META PLATFORMS INC | P | 2023-11-21 | 2024-08-21 | $6,922 | $4,372 | $2,550 | $2,550 |
| HOME DEPOT INC | P | 2024-07-23 | 2024-08-21 | $6,293 | $6,151 | $142 | $142 |
| ELI LILLY & CO | P | 2020-12-31 | 2024-08-21 | $12,356 | $10,109 | $2,247 | $2,247 |
| MICROSOFT CORP | P | 2021-11-30 | 2024-08-21 | $25,407 | $24,196 | $1,211 | $1,211 |
| NVIDIA | P | 2024-05-09 | 2024-08-21 | $23,937 | $16,715 | $7,222 | $7,222 |
| PROGRESSIVE CRP OHIO | P | 2024-04-17 | 2024-08-21 | $6,617 | $5,860 | $757 | $757 |
| SEAGATE TECH HLDGS PUB | P | 2024-05-10 | 2024-08-21 | $11,160 | $10,009 | $1,151 | $1,151 |
| WASTE CONNECTIONS INC | P | 2024-06-17 | 2024-08-21 | $9,586 | $8,917 | $669 | $669 |
| STRYKER CORP | P | 2024-03-11 | 2024-08-21 | $12,047 | $12,486 | -$439 | -$439 |
| TJX COS INC NEW | P | 2024-06-05 | 2024-08-21 | $20,706 | $18,425 | $2,281 | $2,281 |
| TEXAS INSTRUMENTS | P | 2023-10-10 | 2024-08-21 | $9,813 | $7,440 | $2,373 | $2,373 |
| RTX CORP | P | 2024-08-20 | 2024-08-21 | $5,528 | $5,561 | -$33 | -$33 |
| VERTIV HLDG CO | P | 2024-06-13 | 2024-08-21 | $5,819 | $6,996 | -$1,177 | -$1,177 |
| VISA INC CL A SHRS | P | 2024-05-01 | 2024-08-21 | $7,245 | $7,247 | -$2 | -$2 |
| WALMART INC | P | 2024-06-05 | 2024-08-21 | $13,501 | $11,997 | $1,504 | $1,504 |
| EQUINIX INC | P | 2022-08-10 | 2024-09-11 | $47,984 | $39,507 | $8,477 | $8,477 |
| WELLS FARGO & COMPANY | P | 2022-01-22 | 2024-09-09 | $106,000 | $106,000 | $0 | $0 |
| EQUINIX INC | P | 2023-11-21 | 2024-09-11 | $89,113 | $82,151 | $6,962 | $6,962 |
| FREEPORT-MCMORAN INC | P | 2024-05-13 | 2024-08-21 | $7,407 | $8,814 | -$1,407 | -$1,407 |
| CAP ONE FINANCIA 3.30% 24 | P | 2022-09-08 | 2024-10-01 | $6,000 | $5,995 | $5 | $5 |
| APPLE INC | P | 2022-08-10 | 2024-10-11 | $78,756 | $57,995 | $20,761 | $20,761 |
| INTL BUSINESS MACHINES | P | 2023-08-17 | 2024-10-11 | $109,448 | $66,951 | $42,497 | $42,497 |
| CAP ONE FINANCIA 3.30% 24 | P | 2020-12-12 | 2024-10-01 | $101,000 | $100,782 | $218 | $218 |
| EQUINIX INC | P | 2020-11-19 | 2024-10-15 | $209,030 | $187,761 | $21,269 | $21,269 |
| AMER EXPRESS COMPANY | P | 2023-08-17 | 2024-11-26 | $37,958 | $20,239 | $17,719 | $17,719 |
| CANADIAN PAC KANS CITY | P | 2021-03-24 | 2024-11-19 | $119,563 | $129,382 | -$9,819 | -$9,819 |
| COSTCO WHOLESALE CRP DEL | P | 2022-08-10 | 2024-11-26 | $66,910 | $40,770 | $26,140 | $26,140 |
| HCA HEALTHCARE INC | P | 2022-05-26 | 2024-11-08 | $150,229 | $117,492 | $32,737 | $32,737 |
| HOME DEPOT INC | P | 2023-10-10 | 2024-11-08 | $58,893 | $43,552 | $15,341 | $15,341 |
| JPMORGAN CHASE & CO | P | 2022-08-10 | 2024-11-26 | $44,304 | $21,086 | $23,218 | $23,218 |
| NVIDIA | P | 2023-09-07 | 2024-11-15 | $37,165 | $11,763 | $25,402 | $25,402 |
| PROGRESSIVE CRP OHIO | P | 2022-09-12 | 2024-11-08 | $31,085 | $15,056 | $16,029 | $16,029 |
| WALMART INC | P | 2022-08-10 | 2024-11-08 | $214,010 | $108,445 | $105,565 | $105,565 |
| WILLIAMS COMPANIES DEL | P | 2022-08-10 | 2024-11-27 | $168,779 | $95,719 | $73,060 | $73,060 |
| CANADIAN PAC KANS CITY | P | 2024-04-17 | 2024-11-19 | $3,211 | $3,676 | -$465 | -$465 |
| D R HORTON INC | P | 2021-06-05 | 2024-11-15 | $72,469 | $67,088 | $5,381 | $5,381 |
| FREEPORT-MCMORAN INC | P | 2020-11-10 | 2024-11-18 | $110,320 | $126,982 | -$16,662 | -$16,662 |
| FIFTH THIRD BANCORP | P | 2023-12-18 | 2024-11-26 | $53,431 | $41,684 | $11,747 | $11,747 |
| PROGRESSIVE CRP OHIO | P | 2024-01-26 | 2024-11-26 | $10,096 | $6,794 | $3,302 | $3,302 |
| WELLTOWER INC | P | 2021-08-07 | 2024-11-26 | $16,515 | $15,117 | $1,398 | $1,398 |
| TPG INC REG SHS CL A | P | 2024-07-24 | 2024-11-05 | $45,639 | $34,553 | $11,086 | $11,086 |
| VERTIV HLDG CO | P | 2024-06-13 | 2024-11-26 | $44,580 | $34,979 | $9,601 | $9,601 |
| AMAZON INC COM | P | 2022-08-10 | 2024-12-19 | $25,282 | $16,115 | $9,167 | $9,167 |
| CATERPILLAR INC DEL | P | 2023-11-21 | 2024-12-19 | $31,301 | $21,432 | $9,869 | $9,869 |
| META PLATFORMS INC | P | 2023-11-21 | 2024-12-19 | $7,823 | $4,372 | $3,451 | $3,451 |
| PRINCIPAL FINANCIAL GRP | P | 2022-08-10 | 2024-12-19 | $93,672 | $85,919 | $7,753 | $7,753 |
| WILLIAMS COMPANIES DEL | P | 2024-02-06 | 2024-12-12 | $43,631 | $25,828 | $17,803 | $17,803 |
| CANADIAN PAC KANS CITY | P | 2024-03-09 | 2024-12-16 | $109,052 | $122,174 | -$13,122 | -$13,122 |
| FREEPORT-MCMORAN INC | P | 2024-12-28 | 2024-12-12 | $52,403 | $63,287 | -$10,884 | -$10,884 |
| MICRON TECHNOLOGY INC | P | 2024-07-12 | 2024-12-12 | $102,447 | $137,682 | -$35,235 | -$35,235 |
| TPG INC REG SHS CL A | P | 2024-09-14 | 2024-12-23 | $42,754 | $32,412 | $10,342 | $10,342 |
| TESLA INC | P | 2024-11-08 | 2024-12-19 | $75,249 | $52,604 | $22,645 | $22,645 |
| UNITEDHEALTH GROUP INC | P | 2024-11-08 | 2024-12-19 | $69,835 | $86,787 | -$16,952 | -$16,952 |
| VERTIV HLDG CO | P | 2024-06-13 | 2024-12-19 | $36,915 | $30,035 | $6,880 | $6,880 |
| APPLE INC | P | 2022-08-10 | 2025-01-24 | $176,946 | $130,616 | $46,330 | $46,330 |
| JPMORGAN CHASE & CO | P | 2022-08-10 | 2025-01-17 | $10,911 | $5,094 | $5,817 | $5,817 |
| ELI LILLY & CO | P | 2022-08-10 | 2025-01-17 | $7,476 | $3,049 | $4,427 | $4,427 |
| PRINCIPAL FINANCIAL GRP | P | 2024-11-11 | 2025-01-27 | $116,444 | $106,378 | $10,066 | $10,066 |
| MICRON TECHNOLOGY INC | P | 2024-07-12 | 2025-01-17 | $61,219 | $78,486 | -$17,267 | -$17,267 |
| SEAGATE TECH HLDGS PUB | P | 2024-05-16 | 2025-01-17 | $92,455 | $80,408 | $12,047 | $12,047 |
| TESLA INC | P | 2024-11-08 | 2025-01-24 | $33,114 | $24,902 | $8,212 | $8,212 |
| VERTIV HLDG CO | P | 2024-06-13 | 2025-01-24 | $31,574 | $19,682 | $11,892 | $11,892 |
| COSTCO WHOLESALE CRP DEL | P | 2022-08-10 | 2025-02-21 | $14,426 | $7,610 | $6,816 | $6,816 |
| NVIDIA | P | 2023-09-07 | 2025-02-21 | $51,656 | $16,823 | $34,833 | $34,833 |
| ASTRAZENECA PLC SPND ADR | P | 2024-08-12 | 2025-02-21 | $22,382 | $24,810 | -$2,428 | -$2,428 |
| D R HORTON INC | P | 2024-10-20 | 2025-02-24 | $85,748 | $104,044 | -$18,296 | -$18,296 |
| MICRON TECHNOLOGY INC | P | 2024-11-12 | 2025-02-21 | $53,105 | $55,781 | -$2,676 | -$2,676 |
| WELLTOWER INC | P | 2024-10-14 | 2025-02-21 | $18,828 | $15,965 | $2,863 | $2,863 |
| VERTIV HLDG CO | P | 2024-06-25 | 2025-02-21 | $20,090 | $18,273 | $1,817 | $1,817 |
| ABBVIE INC 3.60%MAR15 25 | P | 2023-11-27 | 2025-03-17 | $71,000 | $71,000 | $0 | $0 |
| INTL BUSINESS MACHINES | P | 2023-08-17 | 2025-03-13 | $22,738 | $13,050 | $9,688 | $9,688 |
| ELI LILLY & CO | P | 2022-08-10 | 2025-03-13 | $49,328 | $18,597 | $30,731 | $30,731 |
| ABBVIE INC 3.60%MAR15 25 | P | 2024-05-24 | 2025-03-17 | $30,000 | $30,000 | $0 | $0 |
| INTERACTIVE BROKERS GROU | P | 2025-01-12 | 2025-03-13 | $71,654 | $80,593 | -$8,939 | -$8,939 |
| TPG INC REG SHS CL A | P | 2024-11-20 | 2025-03-14 | $31,201 | $32,918 | -$1,717 | -$1,717 |
| TESLA INC | P | 2024-08-14 | 2025-03-13 | $67,165 | $89,484 | -$22,319 | -$22,319 |
| CONSOLIDATED EDISON INC | P | 2023-11-21 | 2025-04-28 | $100,851 | $78,682 | $22,169 | $22,169 |
| CATERPILLAR INC DEL | P | 2023-11-21 | 2025-04-25 | $73,127 | $59,562 | $13,565 | $13,565 |
| ELI LILLY & CO | P | 2022-08-10 | 2025-04-25 | $21,398 | $7,622 | $13,776 | $13,776 |
| INTERCONTINENTALE 3.65% 25 | P | 2022-05-31 | 2025-05-23 | $6,000 | $6,000 | $0 | $0 |
| AMAZON INC COM | P | 2022-08-10 | 2025-05-27 | $14,623 | $10,126 | $4,497 | $4,497 |
| ALPHABET INC SHS CL A | P | 2022-08-10 | 2025-05-27 | $12,607 | $8,736 | $3,871 | $3,871 |
| AMER EXPRESS COMPANY | P | 2023-08-17 | 2025-05-27 | $7,611 | $4,210 | $3,401 | $3,401 |
| APPLE INC | P | 2022-08-10 | 2025-05-27 | $19,001 | $15,970 | $3,031 | $3,031 |
| CONSOLIDATED EDISON INC | P | 2023-11-21 | 2025-05-27 | $1,868 | $1,632 | $236 | $236 |
| COSTCO WHOLESALE CRP DEL | P | 2022-08-10 | 2025-05-27 | $4,053 | $2,174 | $1,879 | $1,879 |
| CATERPILLAR INC DEL | P | 2023-11-21 | 2025-05-27 | $5,993 | $4,237 | $1,756 | $1,756 |
| EXXON MOBIL CORP COM | P | 2022-08-10 | 2025-05-27 | $3,923 | $3,439 | $484 | $484 |
| FREEPORT-MCMORAN INC | P | 2024-05-09 | 2025-05-27 | $1,387 | $1,779 | -$392 | -$392 |
| FIFTH THIRD BANCORP | P | 2023-12-18 | 2025-05-27 | $6,452 | $5,957 | $495 | $495 |
| META PLATFORMS INC | P | 2023-11-21 | 2025-05-27 | $9,627 | $5,044 | $4,583 | $4,583 |
| HCA HEALTHCARE INC | P | 2023-08-01 | 2025-05-27 | $3,029 | $2,189 | $840 | $840 |
| HOME DEPOT INC | P | 2023-10-10 | 2025-05-27 | $3,324 | $2,685 | $639 | $639 |
| INTL BUSINESS MACHINES | P | 2023-08-17 | 2025-05-27 | $5,269 | $2,837 | $2,432 | $2,432 |
| JPMORGAN CHASE & CO | P | 2022-08-10 | 2025-05-27 | $7,663 | $3,435 | $4,228 | $4,228 |
| ELI LILLY & CO | P | 2024-12-21 | 2025-05-27 | $46,467 | $32,546 | $13,921 | $13,921 |
| MICROSOFT CORP | P | 2022-08-10 | 2025-05-27 | $21,564 | $13,554 | $8,010 | $8,010 |
| NVIDIA | P | 2017-09-23 | 2025-05-27 | $24,674 | $8,298 | $16,376 | $16,376 |
| PALO ALTO NETWORKS INC | P | 2023-08-04 | 2025-05-27 | $2,439 | $1,414 | $1,025 | $1,025 |
| PROGRESSIVE CRP OHIO | P | 2024-01-26 | 2025-05-27 | $3,340 | $2,146 | $1,194 | $1,194 |
| SEAGATE TECH HLDGS PUB | P | 2024-04-19 | 2025-05-27 | $6,652 | $4,761 | $1,891 | $1,891 |
| WASTE CONNECTIONS INC | P | 2022-08-10 | 2025-05-27 | $2,748 | $1,952 | $796 | $796 |
| STRYKER CORP | P | 2022-08-10 | 2025-05-27 | $10,009 | $5,662 | $4,347 | $4,347 |
| TJX COS INC NEW | P | 2022-08-10 | 2025-05-27 | $7,781 | $3,896 | $3,885 | $3,885 |
| TEXAS INSTRUMENTS | P | 2023-10-10 | 2025-05-27 | $6,768 | $5,857 | $911 | $911 |
| VISA INC CL A SHRS | P | 2022-08-10 | 2025-05-27 | $8,982 | $5,326 | $3,656 | $3,656 |
| ZOETIS INC | P | 2024-02-01 | 2025-05-27 | $7,162 | $7,713 | -$551 | -$551 |
| WALMART INC | P | 2022-08-10 | 2025-05-27 | $5,830 | $2,585 | $3,245 | $3,245 |
| WILLIAMS COMPANIES DEL | P | 2023-08-01 | 2025-05-27 | $5,224 | $2,895 | $2,329 | $2,329 |
| ASTRAZENECA PLC SPND ADR | P | 2024-08-12 | 2025-05-27 | $2,553 | $2,957 | -$404 | -$404 |
| BROADCOM INC | P | 2024-12-19 | 2025-05-27 | $37,710 | $37,321 | $389 | $389 |
| DOORDASH INC REG SHS | P | 2025-05-19 | 2025-05-27 | $413 | $403 | $10 | $10 |
| GILEAD SCIENCES INC COM | P | 2024-12-12 | 2025-05-27 | $6,187 | $5,290 | $897 | $897 |
| INTERACTIVE BROKERS GROU | P | 2024-11-21 | 2025-05-27 | $28,794 | $25,873 | $2,921 | $2,921 |
| MICRON TECHNOLOGY INC | P | 2024-11-01 | 2025-05-27 | $1,931 | $2,003 | -$72 | -$72 |
| WELLTOWER INC | P | 2024-10-14 | 2025-05-27 | $6,865 | $5,702 | $1,163 | $1,163 |
| TPG INC REG SHS CL A | P | 2024-08-01 | 2025-05-27 | $1,444 | $1,484 | -$40 | -$40 |
| TESLA INC | P | 2024-11-08 | 2025-05-27 | $726 | $838 | -$112 | -$112 |
| RTX CORP | P | 2024-08-12 | 2025-05-27 | $5,620 | $4,892 | $728 | $728 |
| UNITEDHEALTH GROUP INC | P | 2024-10-06 | 2025-05-19 | $99,261 | $199,831 | -$100,570 | -$100,570 |
| VERTIV HLDG CO | P | 2024-11-15 | 2025-05-27 | $6,782 | $5,776 | $1,006 | $1,006 |
| WORKDAY INC CL A | P | 2025-03-13 | 2025-05-27 | $5,090 | $4,991 | $99 | $99 |
| XCEL ENERGY INC | P | 2024-09-11 | 2025-05-27 | $3,700 | $3,360 | $340 | $340 |
| WELLS FARGO & COMPANY | P | 2025-01-17 | 2025-05-27 | $3,982 | $4,116 | -$134 | -$134 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $934,149 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $21,453 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $21,453 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $21,453 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,394 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $12,199 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $27,593 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $177 | EsPenaltyAmt |
| Overpayment | $5,963 | OverpaymentAmt |
| Applied To ES Tax | $5,963 | AppliedToESTaxAmt |
| Refund | $0 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | ROBERT K HENDRICKS JR | IndividualWithBooksNm |
| Phone | 3305447171 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 470 | AddressLine1Txt |
| City | NILES | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44446 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT K HENDRICKS JR | ||||||||
| 8805 N PALMYRA RD | CANFIELD | OH | 44406 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| AMY F HENDRICKS | ||||||||
| 8805 N PALMYRA RD | CANFIELD | OH | 44406 | TRUSTEE | 1.00 | $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 | $28,034,691 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $447,989 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $28,482,680 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $28,482,680 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $427,240 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $28,055,440 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,402,772 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,402,772 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $21,453 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $21,453 | TotalTaxAmt |
| Distributable Before Adj | $1,381,319 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,381,319 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,381,319 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,267,400 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,267,400 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,381,319 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $54,649 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $54,649 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,267,400 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,267,400 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $54,649 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $54,649 | 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 | $59,270 | 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) |
|---|---|---|
| Contributing Manager | ROBERT K HENDRICKS JR | ContributingManagerNm |
| Contributing Manager | AMY F HENDRICKS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ADOLPH AND ROSE LEVIS JEWISH COMMUNITY CENTER | ||||||
| 21050 95TH AVE S | BOCA RATON | FL | 33428 | PUBLIC CHARITY | FOR OPERATIONS | $3,000 |
| AKRON CHILDREN'S HOSPITAL MAHONING VALLEY | ||||||
| 6505 MARKET ST | BOARDMAN | OH | 44512 | PUBLIC CHARITY | PLEDGE PAYMENTS 3 & 4 OF 5 | $5,000 |
| AMERICAN CANCER SOCIETY | ||||||
| 525 N BROAD ST | CANFIELD | OH | 44406 | PUBLIC CHARITY | FOR OPERATIONS | $2,500 |
| AMERICAN HEART ASSOCIATION | ||||||
| 840 SOUTHWESTERN RUN | YOUNGSTOWN | OH | 44514 | PUBLIC CHARITY | STEM GOES RED FOR GIRLS EXPERIENCE | $18,600 |
| BLUE LINE UNLIMITED | ||||||
| PO BOX 595 | BURTON | OH | 44021 | PUBLIC CHARITY | FOR OPERATIONS | $10,000 |
| BREAKTHROUGH T1D | ||||||
| 200 VESY STREET | NEW YORK | NY | 10281 | PUBLIC CHARITY | IN HONOR OF STEVE & LISA ALTMAN | $10,000 |
| CENTRAL FUND OF ISRAEL | ||||||
| 461 CENTRAL AVE | CEDARHUST | NY | 11516 | PUBLIC CHARITY | FOR OPERATIONS | $100,000 |
| CLASSROOMS WITHOUT BORDERS | ||||||
| 4905 FIFTH AVE | PITTSBURGH | PA | 15213 | PUBLIC CHARITY | FOR OPERATIONS | $10,000 |
| CLEVELAND CLINIC FOUNDATION | ||||||
| 2500 METROHEALTH DR | CLEVELAND | OH | 44109 | PUBLIC CHARITY | PLEDGE PAYMENTS 2 & 3 OF 5TEAM MAKE IT RAIN VELOSANO | $110,000 |
| COMMUNITY FOUNDATION OF WARREN COUNTY | ||||||
| 310 2ND AVE | WARREN | PA | 16365 | PUBLIC CHARITY | FOR OPERATIONS | $5,000 |
| FLORIDA LIONS EYE CLINIC | ||||||
| 10322 PENNSYLVANIA AVE | BONITA SPRINGS | FL | 34135 | PUBLIC CHARITY | PLEDGE PAYMENTS 1 & 2 OF 5 | $40,000 |
| FRIENDS OF THE RICH CENTER FOR AUTISM | ||||||
| 1 UNIVERSITY PLAZA | YOUNGSTOWN | OH | 44555 | PUBLIC CHARITY | FOR OPERATIONS | $10,000 |
| FRIENDSHIP CIRCLE OF CLEVELAND | ||||||
| 27900 GATES MILLS BOULEVARD | PEPPER PIKE | OH | 44124 | PUBLIC CHARITY | FOR OPERATIONS | $50,000 |
| JCC BOCA RATON | ||||||
| 21050 95TH AVE S | BOCA RATON | FL | 33428 | PUBLIC CHARITY | IN HONOR OF DANA EGERT | $1,000 |
| JCC OF GREATER PITTSBURGH | ||||||
| 5738 FORBES AVE | PITTSBURGH | PA | 15217 | PUBLIC CHARITY | FOR THE FUNDING OF THE GESHER PROGRAM | $50,000 |
| JEWBELONG INC | ||||||
| 45 AFTERGLOW WAY | VERONA | NJ | 07044 | PUBLIC CHARITY | FOR OPERATIONS | $3,600 |
| JEWISH FEDERATION OF PALM BEACH | ||||||
| 1 HARVARD CIR 100 | WEST PALM BEACH | FL | 33409 | PUBLIC CHARITY | TO SUPPORT THE FURTHERANCE OF THE MISSION OF THE FEDERATION | $25,000 |
| JEWISH FEDERATION OF SPBC (WOMEN'S FOUNDATION) | ||||||
| 9901 DONNA KLEIN BLVD | BOCA RATON | FL | 33428 | PUBLIC CHARITY | FOR OPERATIONS | $27,000 |
| KLINE FAMILY FUND FOR OVARIAN CANCER RESEARCH | ||||||
| PO BOX 710811 | COLUMBUS | OH | 43721 | PUBLIC CHARITY | FOR OPERATIONS | $10,000 |
| MIDWEST CAMPERS | ||||||
| 2463 SOUTH GREEN ROAD | BEACHWOOD | OH | 44122 | PUBLIC CHARITY | PLEDGE PAYMENTS 1 & 2 OF 5 | $95,000 |
| RENEWAL OF LIFE | ||||||
| 4721 NEW UTRECHT AVE | BROOKLYN | NY | 11219 | PUBLIC CHARITY | FOR OPERATIONS | $10,000 |
| RUSH UNIVERSITY MEDICAL CENTER | ||||||
| 600 S PAULINA ST SUITE 524 | CHICAGO | IL | 60612 | PUBLIC CHARITY | PLEDGE PAYMENT 1 OF 5 | $20,000 |
| SIGHT FOR ALL | ||||||
| 966 5TH STREET | STRUTHERS | OH | 44471 | PUBLIC CHARITY | FOR OPERATIONS | $25,000 |
| THE MICHAEL J FOX FOUNDATION | ||||||
| PO BOX 5014 | HAGERSTOWN | MD | 21741 | PUBLIC CHARITY | PLEDGE PAYMENT 2 OF 5 | $175,000 |
| TREE OF LIFE CONGREGATION | ||||||
| 5898 WILKINS AVE | PITTSBURGH | PA | 15217 | PUBLIC CHARITY | PLEDGE PAYMENTS 2 & 3 OF 5 | $100,000 |
| UNITED WAY | ||||||
| 255 WATT ST | YOUNGSTOWN | OH | 44505 | PUBLIC CHARITY | CARE CLOSET SPONSORSHIP | $125,000 |
| URSULINE HIGH SCHOOL | ||||||
| 750 WICK AVE | YOUNGSTOWN | OH | 44505 | PUBLIC CHARITY | FOR LIGHTING RENOVATIONS IN AUDITORIUM | $100,000 |
| YOUNGSTOWN AREA JEWISH FEDERATION | ||||||
| 505 GYPSY LN | YOUNGSTOWN | OH | 44504 | PUBLIC CHARITY | FIBUS FAMILY FUND | $64,000 |
| YOUNGSTOWN BUSINESS INCUBATOR | ||||||
| 241 W FEDERAL ST | YOUNGSTOWN | OH | 44503 | PUBLIC CHARITY | TO FUND THE FIBUS MANUFACTURING LABSHARK TANK SPONSORSHIP | $60,000 |
| YWCA MAHONING VALLEY | ||||||
| 25 W RAYEN AVE | YOUNGSTOWN | OH | 44503 | PUBLIC CHARITY | FOR BRIGHT FUTURE SPONSORSHIP | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,267,200 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $801,887 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $935,472 | ExclusionAmt |
| Related Or Exempt Function Incm | -$1,323 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,737,359 | ExclusionAmt |
| Related Or Exempt Function Incm | -$1,323 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,736,036 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | ACTIVITY PROVIDES FUNDS TO ALLOW FOUNDATION TO CONTINUE EXEMPT PURPOSE | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DINESOL PLASTICS INC | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 470 | AddressLine1Txt |
| City | NILES | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44446 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $310,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | MUTUAL FUNDS - BOND FUNDS | BondNm |
| EOY Book Value | $5,452,569 | EOYBookValueAmt |
| EOYFMV | $5,724,006 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MUTUAL FUNDS - EQUITY AND ETF FUNDS | StockNm |
| EOY Book Value | $14,300,734 | EOYBookValueAmt |
| EOYFMV | $17,875,647 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $4,499,488 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $4,580,377 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $192,655 | $192,655 | $0 |
| MISCELLANEOUS | $15 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE FILING FEE | $200 | $0 | $200 |
| FEDERAL TAXES | $20,394 | $0 | $0 |