ASHTABULA FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- ASHTABULA FOUNDATION (EIN 34-6538130)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-14
- IRS object ID
- 202601349349103160
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T13:05:43-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 463004069 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SNODGRASS OF NE OHIO INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4820 STATE ROAD | AddressLine1Txt |
| City | ASHTABULA | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44004 | 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 | 346538130 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ASHTABULA FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ASHT | BusinessNameControlTxt |
| Phone | 4409926818 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4510 COLLINS BLVD | AddressLine1Txt |
| City | ASHTABULA | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44004 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | J TROMBLEY KANICKI | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4409926818 | PhoneNum |
| Signature | 2026-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEN BOGARDUS CPA | PreparerPersonNm |
| PTIN | P00627376 | PTIN |
| Phone | 4409932142 | 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 | $24,997,357 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $20,400 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $613,891 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $603,398 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,135,755 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $25,663,470 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,135,755 | CapGainNetIncmNetInvstIncmAmt |
| Incm Modifications Adj Net Incm | $3,036 | IncmModificationsAdjNetIncmAmt |
| Other Income Rev And Expnss | $5,538 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $5,538 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,775,584 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,744,691 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $3,036 | TotalAdjNetIncmAmt |
| 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 |
| Oth Empl Slrs Wgs Rev And Expnss | $66,367 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $16,592 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $49,775 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $1,991 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $498 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,493 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $22,660 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,665 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $16,995 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $71,949 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $71,949 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $76,620 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $11,745 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $3,897 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $10,716 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $24,009 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $6,002 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $18,007 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,807 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $452 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,355 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $38,521 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $9,631 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $30,642 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $314,640 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $122,534 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $122,164 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $915,948 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $915,948 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,230,588 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $122,534 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,038,112 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,544,996 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,622,157 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,036 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $58,592 | CashBOYAmt |
| Cash EOY | $85,908 | CashEOYAmt |
| Cash EOYFMV | $85,908 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $645,854 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $678,697 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $678,697 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $123 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $219,045 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $219,045 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $6,482,528 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,859,488 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,859,488 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,614,837 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,614,837 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $16,213,420 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $12,518,461 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $12,518,461 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $65,469 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $50,358 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $4,871 | LandBOYAmt |
| Land EOY | $15,111 | LandEOYAmt |
| Land EOYFMV | $15,111 | LandEOYFMVAmt |
| Other Assets BOY | $5,046 | OtherAssetsBOYAmt |
| Other Assets EOY | $5,810 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,810 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $23,410,434 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,997,357 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $24,997,357 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1,750 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,822 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,750 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,822 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $17,101,462 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $18,248,706 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $6,307,222 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $6,746,829 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $23,408,684 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $24,995,535 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $23,410,434 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $24,997,357 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $23,408,684 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,544,996 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,036 | OtherIncreasesAmt |
| Subtotal | $25,956,716 | SubtotalAmt |
| Other Decreases | $961,181 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $24,995,535 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| LT CAPITAL LOSS FROM K-1S | P | -$6,549 | -$6,549 | ||
| UNDESIGNATED ACCOUNT 1 | P | $2,193,817 | $2,193,817 | $16,004,798 | $13,810,981 |
| UNDESIGNATED ACCOUNT 2 | P | $75,616 | $75,616 | $2,939,334 | $2,863,718 |
| DESIGNATED ACCOUNT 1 | P | $20,491 | $20,491 | $824,202 | $803,711 |
| DESIGNATED ACCOUNT 2 | P | $653,276 | $653,276 | $4,593,467 | $3,940,191 |
| RISING SCHOLAR 1 | P | $4,110 | $4,110 | $186,311 | $182,201 |
| RISING SCHOLAR 2 | P | $117,220 | $117,220 | $1,019,542 | $902,322 |
| JACK ROSS 2 | P | $2,003 | $2,003 | $13,157 | $11,154 |
| COBILITZ | P | $5,234 | $5,234 | $12,122 | $6,888 |
| CAPITAL GAINS DIVIDENDS | P | $70,537 | $70,537 | $70,537 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,135,755 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $50,348 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $50,348 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $50,348 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $51,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $51,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $256 | EsPenaltyAmt |
| Overpayment | $396 | OverpaymentAmt |
| Applied To ES Tax | $396 | 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 | WWW.ASHTABULAFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | KELLEY L KATON | IndividualWithBooksNm |
| Phone | 4409926818 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4510 COLLINS BLVD SUITE 6 | AddressLine1Txt |
| City | ASHTABULA | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44004 | 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 (11 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 |
|---|---|---|---|---|---|---|---|---|
| TIM GREEN | ||||||||
| 4311 LAKE ROAD | CONNEAUT | OH | 44030 | PRESIDENT/DIRECTOR | 2.00 | $0 | $0 | $0 |
| LYNN ZALEWSKI | ||||||||
| 7331 SOUTH RIDGE RD EAST | GENEVA | OH | 44041 | VICE PRESIDENT/DIRECTOR | 2.00 | $0 | $0 | $0 |
| J TROMBLEY KANICKI | ||||||||
| 6220 GREEN ROAD | ASHTABULA | OH | 44004 | TREASURER/DIRECTOR | 2.00 | $0 | $0 | $0 |
| DR JEROME R BROCKWAY | ||||||||
| 1565 STATE ROUTE 167 | JEFFERSON | OH | 44047 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| RICK COBLITZ | ||||||||
| 5610 MAIN AVE | ASHTABULA | OH | 44004 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| JOSEPH A MISINEC JR | ||||||||
| 951 MINERAL SPRINGS RD | ASHTABULA | OH | 44004 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| CHERYLE CHIARAMONTE | ||||||||
| 3881 AUSTINBURG ROAD | ASHTABULA | OH | 44004 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| CAROLYN TURK | ||||||||
| BOX 101 | ORWELL | OH | 44076 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| GLEN W WARNER | ||||||||
| 165 RIVER FALLS DRIVE | DUNCAN | SC | 29334 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| MICHELLE MCCLURE | ||||||||
| 3247 BRIANNA COURT | ASHTABULA | OH | 44004 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| MARK ASTORINO | ||||||||
| 4408 STONEGAIT DR | ASHTABULA | OH | 44004 | DIRECTOR | 2.00 | $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 | $23,941,853 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $74,702 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $24,016,555 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $24,016,555 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $360,248 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $23,656,307 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,182,815 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,182,815 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $50,348 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $50,348 | TotalTaxAmt |
| Distributable Before Adj | $1,132,467 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $3,036 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,135,503 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,135,503 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,038,112 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,038,112 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,135,503 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $25,588 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $25,588 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,038,112 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,038,112 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $25,588 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $25,588 | 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 | $71,803 | 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
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ONLINE FORM | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4510 COLLINS BLVD | AddressLine1Txt |
| City | ASHTABULA | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4409926818 | RecipientPhoneNum |
| Recipient Email Address | ASHTABULAFDN@GMAIL.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | AMOUNT AND PURPOSE OF REQUEST AND PROOF THAT ORGANIZATION IS A QUALIFYING ORGANIZATION. THESE ARE STANDARD FORMS FOR SCHOLARSHIP PROGRAMS THAT MAY BE OBTAINED FROM FOUNDATION OFFICES. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | RELIGIOUS AND CHARITABLE PURPOSES PRIMARILY TO BENEFIT THE ASHTABULA OHIO AREA. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (83 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACDL FOUNDATION | |||||||
| 4335 PARK AVE | ASHTABULA | OH | 44004 | NONE | PC | GENEVA LIBRARY BUILDING PROJECT | $50,000 |
| AFTER SCHOOL DISCOVERY | |||||||
| PO BOX 113 | ASHTABULA | OH | 44005 | NONE | PC | CELEBRATE PRIMARY FOR 1 & 2 MATCH, GENERAL DONATION | $26,630 |
| AMERICAN HEART ASSOCIATION | |||||||
| 1375 E 9TH 600 | CLEVELAND | OH | 44114 | NONE | PC | LIBRARIES WITH HEART | $5,000 |
| AMERICAN RED CROSS | |||||||
| 2747 EUCLID AVE | CLEVELAND | OH | 44115 | NONE | PC | DISASTER CYCLE SERVICES | $18,000 |
| ARMC | |||||||
| 2259 LAKE AVE | ASHTABULA | OH | 44004 | NONE | PC | GENERAL DONATION | $75,650 |
| ARMC FOUNDATION | |||||||
| 2420 LAKE ROAD | ASHTABULA | OH | 44004 | NONE | PC | GENERAL DONATION | $500 |
| ASHCRAFT INDUSTRIES | |||||||
| 5959 GREEN RD | ASHTABULA | OH | 440050934 | NONE | PC | GREENHOUSE/GARDEN REOPENING PROJECT, GENERAL DONATION | $5,000 |
| ASHTABULA ARTS CENTER | |||||||
| 2928 W 13TH ST | ASHTABULA | OH | 44004 | NONE | PC | NUTCRACKER SET RIGGING, GENERAL DONATION | $13,209 |
| ASHTABULA COUNTY CONCERTS OF PRAYER | |||||||
| PO BOX 925 | ASHTABULA | OH | 440050925 | NONE | PC | 2025 PRAYER BREAKFAST | $2,000 |
| ASHTABULA COUNTY COVERED BRIDGE FESTIVAL | |||||||
| 25 W JEFFERSON ST | JEFFERSON | OH | 44047 | NONE | PC | AMERICA 250 CELEBRATION | $500 |
| ASHTABULA COUNTY YMCA | |||||||
| 2630 W 14 ST STE A | ASHTABULA | OH | 44004 | NONE | PC | DESIGNATED GIFT- OPERATING FUNDS | $50,174 |
| BEATITUDE HOUSE | |||||||
| 238 TOD LANE | YOUNGSTOWN | OH | 44504 | NONE | PC | REFRESH AND RENEW PROJECT | $16,500 |
| CATHOLIC CHARITIES OF ASHTABULA COUNTY | |||||||
| 4200 PARK AVE 3RD FLOOR | ASHTABULA | OH | 44004 | NONE | PC | ASSISTANCE FOR HOMEOWNERS IN CRISIS, GENERAL DONATION | $22,480 |
| CHRISTIAN FAITH ACADEMY | |||||||
| 2710 STATE RD | ASHTABULA | OH | 44004 | NONE | PC | LADY KNIGHTS VOLLEYBALL PROGRAM | $1,500 |
| CIVIC DEVELOPMENT CORPORATION | |||||||
| PO BOX 131 | ANDOVER | OH | 44003 | NONE | PC | GENERAL DONATION | $31,000 |
| CLEVELAND RAPE CRISIS CENTER | |||||||
| 5021 STATE RD | ASHTABULA | OH | 44004 | NONE | PC | COMPREHENSIVE SERVICES FOR SURVIVORS OF SEXUAL VIOLENCE IN ASHTABULA COUNTY | $12,500 |
| COMMUNITY COUNSELING CENTER | |||||||
| 2801 C COURT | ASHTABULA | OH | 44004 | NONE | PC | GENERAL DONATION | $915 |
| CONNEAUT YOUTH CENTER | |||||||
| 229 MAIN ST | CONNEAUT | OH | 44030 | NONE | PC | GENERAL DONATION | $675 |
| CONVERSATION STATION | |||||||
| PO BOX 443 | ORWELL | OH | 44076 | NONE | PC | GENERAL DONATION | $700 |
| COUNTRY NEIGHBOR PROGRAM INC | |||||||
| PO BOX 212 | ORWELL | OH | 44076 | NONE | PC | 2025 FEED THE HOPE, GENERAL DONATIONS | $10,000 |
| FAMILY PRIDE OF NE OHIO | |||||||
| 1110 LAKE AVE | ASHTABULA | OH | 44004 | NONE | PC | THERAPUETIC RESOURCES FOR CHILDREN, FAMILIES AND SENIORS | $10,000 |
| FIRST CONGREGATIONAL UNITED CHURCH OF CHRIST | |||||||
| PO BOX 177 | ANDOVER | OH | 44003 | NONE | PC | GENERAL DONATION | $1,000 |
| FIRST UNITED METHODIST CHURCH GENEVA | |||||||
| 89 SOUTH BROADWAY | GENEVA | OH | 44041 | NONE | PC | DAYCARE & PRESCHOOL PLAYGROUND RESTORATION PROJECT | $30,000 |
| FOP ASHTABULA LODGE #26 | |||||||
| 110 W 44TH ST | ASHTABULA | OH | 44004 | NONE | PC | SAFETY TOWN 2026 | $2,140 |
| FRIENDS OF CONNEAUT PUBLIC LIBRARY | |||||||
| 304 BUFFALO STREET | CONNEAUT | OH | 44030 | NONE | PC | GENERAL DONATION | $420 |
| FRIENDS OF THE ASHTABULA COUNTY JUVENILE PROBATE COURT | |||||||
| 4717 MAIN AVE | ASHTABULA | OH | 44004 | NONE | PC | GENERAL DONATIONGENERAL DONATION | $500 |
| GATEWAY OUTDOOR LEARNING CENTER | |||||||
| PO BOX 732 | CONNEAUT | OH | 44030 | NONE | PC | OUTDOOR CLASSROOM PAVILION PROJECT, DISCOVERY DAY 2025 | $4,500 |
| GENEVA FOOD PANTRY | |||||||
| 505 WEST MAIN | GENEVA | OH | 44041 | NONE | PC | GENERAL DONATION | $4,000 |
| GIRL SCOUTS OF NE OHIO | |||||||
| 1 GIRL SCOUT WAY | MACEDONIA | OH | 44056 | NONE | PC | SCOUTING PROGRAM | $5,000 |
| GRAND RIVER ACADEMY | |||||||
| 3042 COLLEGE ST | AUSTINBURG | OH | 44010 | NONE | PC | COMMUNICATIONS SYSTEM RENOVATION AND UPGRADE, GENERAL DONATION | $15,250 |
| GRAND VALLEY SCHOOLS | |||||||
| 111 GRAND VALLEY AVE STE A | ORWELL | OH | 44076 | NONE | PC | MUSTANG STABLE | $250 |
| HARVEY SCHOLARSHIPS | |||||||
| 4510 COLLINS BOULEVARD SUITE 6 | ASHTABULA | OH | 44004 | NONE | PC | SCHOLARSHIPS | $30,000 |
| HENDERSON MEMORIAL PUBLIC LIBRARY | |||||||
| 54 E JEFFERSON ST | JEFFERSON | OH | 44047 | NONE | PC | GENERAL DONATION | $1,000 |
| HOMESAFE INC | |||||||
| PO BOX 702 | ASHTABULA | OH | 44004 | NONE | PC | GENERAL DONATION | $2,500 |
| HOSPICE OF THE WESTERN RESERVE | |||||||
| 1166 LAKE AVE | ASHTABULA | OH | 44004 | NONE | PC | PALLATIVE CARE | $14,150 |
| JUNIOR ACHIEVEMENT | |||||||
| PO BOX 2985 | ASHTABULA | OH | 44005 | NONE | PC | K-12 PROGRAMS IN ASHTABULA COUNTY | $5,000 |
| KENT STATE UNIVERSITY | |||||||
| 800 E SUMMIT ST | KENT | OH | 44242 | NONE | PC | RISING SCHOLARS PROGRAM | $1,500 |
| KINGSVILLE PUBLIC LIBRARY | |||||||
| PO BOX 57 | KINGSVILLE | OH | 44048 | NONE | PC | GENERAL DONATION | $2,450 |
| LAKESIDE SOCIETY FOR THE PERFORMING ART | |||||||
| 6600 SANBORN RD | ASHTABULA | OH | 44004 | NONE | PC | GENERAL DONATION | $650 |
| LEGAL AID SOCIETY | |||||||
| 121 WALNUT STREET | JEFFERSON | OH | 44047 | NONE | PC | GENERAL DONATION | $7,500 |
| MADDOX & FRIENDS CAT RESCUE | |||||||
| 683 MAPLE AVE | CONNEAUT | OH | 44030 | NONE | PC | GENERAL DONATION | $1,850 |
| MYA WOMEN'S CENTER | |||||||
| 517 W PROSPECT RD STE D | ASHTABULA | OH | 44004 | NONE | PC | GENERAL DONATION | $2,339 |
| OUR LADY OF PEACE PARISH | |||||||
| 3312 LAKE AVE | ASHTABULA | OH | 44004 | NONE | PC | GENERAL DONATION | $1,000 |
| PENTECOSTAL COMMUNITY CHURCH | |||||||
| 5348 PECK RD | JEFFERSON | OH | 44047 | NONE | PC | GENERAL DONATION | $10,000 |
| RISING SCHOLARS | |||||||
| 4510 COLLINS BOULEVARD SUITE 6 | ASHTABULA | OH | 44004 | NONE | PC | SCHOLARSHIPS | $48,370 |
| SAINT JOHN SCHOOL | |||||||
| 7911 DEPOT ROAD | ASHTABULA | OH | 44004 | NONE | PC | DESIGNATED GIFT, GENERAL DONATION | $75,000 |
| SAINT JOSEPH'S UNIVERSITY | |||||||
| 600 S 43RD STREET | PHILADELPHIA | PA | 19104 | NONE | PC | DESIGNATED GIFT- SCHOLARSHIPS | $21,185 |
| SAMARITAN HOUSE | |||||||
| PO BOX 743 | ASHTABULA | OH | 44005 | NONE | PC | GENERAL DONATIONGENERAL DONATION | $361 |
| TIFERETH ISREAL CONGREGATION | |||||||
| PO BOX 739 | ASHTABULA | OH | 44005 | NONE | PC | GENERAL DONATION | $3,709 |
| UNITED WAY OF ASHTABULA COUNTY | |||||||
| 3705 STATE ROAD STE 203 | ASHTABULA | OH | 44004 | NONE | PC | 2024-2025 AND 2025-2026 LIVE UNITED CAMPAIGN | $70,000 |
| VALLEY COMMUNICATION GROWTH CONNECTION | |||||||
| PO BOX 514 | ORWELL | OH | 44076 | NONE | PC | GENERAL DONATIONGENERAL DONATION | $90 |
| YOUTH ENRICHMENT FUND | |||||||
| 4510 COLLINS BOULEVARD SUITE 6 | ASHTABULA | OH | 44004 | NONE | PC | GENERAL DONATION | $28,264 |
| ZONTA FOUNDATION FOR WOMEN | |||||||
| 1200 HARGER ROAD SUITE 330 | OAK BROOK | IL | 60523 | NONE | PC | GENERAL DONATION | $11,850 |
| ASHTABULA DREAM CENTER | |||||||
| 5028 BENEFIT AVE | ASHTABULA | OH | 44004 | NONE | PC | 5028 BENEFIT AVENUE PROJECT, GENERAL DONATION | $15,500 |
| THE OLD BRICK HISTORICAL SOCIETY | |||||||
| 177 SOUTH MAPLE AVE | ORWELL | OH | 44076 | NONE | PC | REMOVAL OF FUEL OIL TANK. NEW ROOF, NEW WALL | $15,000 |
| JEFFERSON AREA LOCAL SCHOOL DISTRICT | |||||||
| 121 S POPLAR ADDRESS | JEFFERSON | OH | 44047 | NONE | PC | BRINGING 3D ANATOMY TO LIFE | $35,000 |
| CLEVELAND SOARING SOCIETY INC | |||||||
| 814 S PROSPECT AVE | HARTVILLE | OH | 44632 | NONE | PC | PROJECT LIFT | $10,000 |
| ORWELL AREA JOINT RECREATIONAL DISTRICT | |||||||
| PO BOX 56 | ORWELL | OH | 44076 | NONE | PC | ZERO TURN MOWER FOR PARK | $5,500 |
| DR DOLITTLE'S HOUSE OF WILDLIFE REHAB | |||||||
| 6480 HAMMOND CORNERS RD | PIERPONT | OH | 44082 | NONE | PC | PROJECT AVIAN INTRODUCTION AND DISEASE PREVENTION | $5,000 |
| HARTSGROVE COMMUNITY UNITED CHURCH OF CHRIST | |||||||
| 5260 US 6 | ROME | OH | 44085 | NONE | PC | CHURCH DOOR REPLACEMENT PROJECT | $4,000 |
| SAYBROOK METHODIST CHURCH | |||||||
| 7900 DEPOT RD | ASHTABULA | OH | 44004 | NONE | PC | FOOD PANTRY EQUIPMENT | $2,500 |
| THE WINDSOR HISTORICAL SOCIETY | |||||||
| 5920 S WINDSOR RD | MIDDLEFIELD | OH | 44062 | NONE | PC | CHRIST CHURCH AND MUSEUM RESTORATION PROJECT | $4,000 |
| RUNNING2BWELL | |||||||
| 3644 MARK-DALE DRIVE | WADSWORTH | OH | 44281 | NONE | PC | SHOES FOR EXERCISE PROGRAM AND GLENBEIGH HOSPITAL | $5,000 |
| CONNEAUT TOWNSHIP PARK COMMISSION | |||||||
| 480 LAKE RD | CONNEAUT | OH | 44030 | NONE | PC | EMERGENCY STATION PROJECT | $3,000 |
| OAK HILL COLLABORATIVE INC | |||||||
| 507 OAK HILL | YOUNGSTOWN | OH | 44502 | NONE | PC | ASHTABULA COUNTY DIGITAL ADVANTAGE | $5,000 |
| ASHTABULA BETHLEHEM EXPERIENCE | |||||||
| 6028 RICHARDSON RD | CONNEAUT | OH | 44030 | NONE | PC | GENERAL DONATION | $4,000 |
| AXESS FAMILY SERVICES INC | |||||||
| 705 OAKWOOD ST SUITE 221 | RAVENNA | OH | 44266 | NONE | PC | RSVP ASHTABULARSVP ASHTABULA | $4,500 |
| THE CLEVELAND CLINIC FOUNDATION | |||||||
| 9500 EUCLID AVE | CLEVELAND | OH | 44195 | NONE | PC | CANCER SCREENINGS | $4,000 |
| KOINONIA DEVELOPMENT CENTER | |||||||
| 6810 CORK COLD SPRINGS RD | GENEVA | OH | 44041 | NONE | PC | EQUIPMENT FOR EQUINE | $4,980 |
| INNOVATE TO EDUCATE | |||||||
| 950 NORWOOD DR | ASHTABULA | OH | 44004 | NONE | PC | BRIGHT BUILDERS PROGRAM | $500 |
| AUSTINBURG FIRST UNITED CHURCH OF CHRIST | |||||||
| PO BOX 253 2870 ST RT 307 | AUSTINBURG | OH | 44010 | NONE | PC | GENERAL DONATION | $1,000 |
| JEFFERSON UNITED METHODIST | |||||||
| 125 E JEFFERSON ST | JEFFERSON | OH | 44047 | NONE | PC | CHRISTS MISSION | $250 |
| LAKESIDE HIGH SCHOOL MUSIC BOOSTERS | |||||||
| 6600 SANBORN RD | ASHTABULA | OH | 44003 | NONE | PC | BAND TRAILER | $500 |
| ASHTABULA HOMELESS SHELTER INC | |||||||
| 4134 PARK AVE | ASHTABULA | OH | 44004 | NONE | PC | GENERAL DONATION | $20,000 |
| JEFFERSON DEPOT VILLAGE | |||||||
| PO BOX 22 | JEFFERSON | OH | 44047 | NONE | PC | GENERAL DONATION | $2,000 |
| CAMP WHITEWOOD | |||||||
| 7983 SOUTH WISWELL RD | WINDSOR | OH | 44099 | NONE | PC | GENERAL DONATION | $1,900 |
| CONNEAUT HUMAN RESOURCES COUNCIL INC | |||||||
| 237 MILL ST | CONNEAUT | OH | 44030 | NONE | PC | GENERAL DONATION | $1,500 |
| SUIT FOR SCHOOL | |||||||
| 149 WEST MAIN RD | CONNEAUT | OH | 44030 | NONE | PC | GENERAL DONATION | $1,100 |
| ADAMS ANGELS 912 | |||||||
| 3715 OAK LANE | ASHTABULA | OH | 44004 | NONE | PC | GENERAL DONATION | $1,040 |
| LIGHTHOUSE HARVEST FOUNDATION | |||||||
| PO BOX 626 | ASHTABULA | OH | 440050626 | NONE | PC | GENERAL DONATION | $1,000 |
| ASHTABULA COUNTY 4-H ADVISORY COMMITTEE | |||||||
| 39 WALL ST | JEFFERSON | OH | 44047 | NONE | PC | GENERAL DONATION | $600 |
| MANNA FOOD PANTRY | |||||||
| 89 E SATIN ST | JEFFERSON | OH | 44047 | NONE | PC | GENERAL DONATION | $400 |
| PHILANTHROPY OHIO | |||||||
| 500 S FRONT ST SUITE 43215 | COLUMBUS | OH | 43215 | NONE | PC | 2025 PHILANTHROPY OHIO MEMBERSHIP DUES | $2,417 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $915,948 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARMC FOUNDATION | |||||||
| 2420 LAKE ROAD | ASHTABULA | OH | 44004 | NONE | PC | PATIENT CARE TOWER | $125,000 |
| CIVIC DEVELOPMENT CORPORATION | |||||||
| PO BOX 131 | ASHTABULA | OH | 440050131 | NONE | PC | 2025 CAMPAIGN | $30,000 |
| UNITED WAY OF ASHTABULA COUNTY | |||||||
| 3705 STATE ROAD STE 203 | ASHTABULA | OH | 44004 | NONE | PC | 2025-2026 CAMPAIGN | $10,000 |
| CORPUS CHRISTI PARISH | |||||||
| 744 MILL STREET | ASHTABULA | OH | 44030 | NONE | PC | CONCERTS AND DOCUMENTARY PROJECT | $12,000 |
| MAKE A WISH FOUNDATION OF OH KY & IN | |||||||
| 6060 ROCKSIDE WOODS BLVD 315 | INDEPENDENCE | OH | 44131 | NONE | PC | WISH GRANTING FOR KIDS IN ASHTABULA | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $179,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $613,891 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,538 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $70,537 | ExclusionAmt |
| Related Or Exempt Function Incm | $3,065,218 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $689,966 | ExclusionAmt |
| Related Or Exempt Function Incm | $3,065,218 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,755,184 | 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 | 8E | LineNumberTxt |
| Relationship Statement | 2025 REALIZED GAIN | 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 Person | BEVERLY JOHNSON | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2556 WALNUT BVLD | AddressLine1Txt |
| City | ASHTABULA | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $10,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING/AUDIT/TAX FEES | $18,925 | $4,731 | $14,194 |
| CONTRACT SERVICES | $3,735 | $934 | $2,801 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $4,614,837 | EOYBookValueAmt |
| EOYFMV | $4,614,837 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCK | StockNm |
| EOY Book Value | $6,859,488 | EOYBookValueAmt |
| EOYFMV | $6,859,488 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $219,045 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $219,045 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS | FMV | $10,072,393 | $10,072,393 |
| ALTERNATIVE INVESTMENTS | FMV | $2,446,068 | $2,446,068 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTANGIBLE ASSETS | Desc |
| BOY Book Value | $5,046 | BOYBookValueAmt |
| EOY Book Value | $5,810 | EOYBookValueAmt |
| EOYFMV | $5,810 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN(LOSS) ON INVESTMENTS | Desc |
| Amt | $961,181 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES | $300 | $75 | $225 |
| EQUIPMENT RENTAL | $2,296 | $574 | $1,722 |
| INSURANCE | $1,845 | $461 | $1,384 |
| MARKETING | $7,004 | $1,751 | $7,004 |
| MISCELLANEOUS | $4,371 | $1,093 | $3,278 |
| OFFICE SUPPLIES | $1,771 | $443 | $1,328 |
| TELEPHONE/INTERNET | $4,477 | $1,119 | $3,358 |
| YOUTH PHILANTHROPY STIPEND AND EXPENSES | $16,055 | $4,014 | $12,041 |
| POSTAGE | $402 | $101 | $302 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FROM K-1S- OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $5,538 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $5,538 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,538 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURNED GRANTS | Desc |
| Amt | $3,036 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL WITHHOLDINGS | Desc |
| BOY Book Value | $1,750 | BOYBookValueAmt |
| EOY Book Value | $1,822 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CUSTODIAL FEES | $69,473 | $69,473 | $0 |
| PORTFOLIO FEES | $2,476 | $2,476 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAX | $5,196 | $1,299 | $3,897 |
| FEDERAL EXCISE TAX | $60,978 | $0 | $0 |
| FOREIGN TAX PD | $10,446 | $10,446 | $0 |