JOHN HENRY ELDRED JR FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- JOHN HENRY ELDRED JR FOUNDATION (EIN 45-3987947)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-15
- IRS object ID
- 202601359349101100
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-15T07:44:10-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 310800053 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK SCHAEFER HACKETT & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1656 HENTHORNE DR SUITE 400 | AddressLine1Txt |
| City | MAUMEE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43537 | 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 | 453987947 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN HENRY ELDRED JR FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 4198689370 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 351959 | AddressLine1Txt |
| City | TOLEDO | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43635 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EXECUTOR OF JOHN ELDRED JR ESTATE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4198689370 | PhoneNum |
| Signature | 2026-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PATRICIA WERST | PreparerPersonNm |
| PTIN | P00093014 | PTIN |
| Phone | 4198412848 | PhoneNum |
| Preparation | 2026-05-11 | PreparationDt |
| 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 | $59,985,520 | 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 | $9,173,577 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $716,039 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $716,039 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,010,234 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,010,234 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$16,882 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,704,091 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $10,882,968 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,726,273 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $154,242 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $34,118 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $102,355 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $205,684 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $51,421 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $154,263 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $18,980 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $9,187 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $27,562 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $12,913 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,228 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $9,685 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $38,763 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,691 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $29,072 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $197,772 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $165,542 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $32,230 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $38,302 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,836 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $20,345 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $3,278 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $8,428 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $2,107 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $6,321 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $37,550 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $9,387 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $28,163 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $87,045 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $19,839 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $67,206 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $802,957 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $311,356 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $477,202 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,614,778 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,614,778 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,417,735 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $311,356 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,091,980 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,465,233 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,414,917 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $224,219 | CashBOYAmt |
| Cash EOY | $228,005 | CashEOYAmt |
| Cash EOYFMV | $228,005 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $7,389,661 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,855,448 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,855,448 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,493,865 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $493,379 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $493,379 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $27,670,446 | CorporateStockBOYAmt |
| Corporate Stock EOY | $38,815,260 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $38,815,260 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $11,452,937 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $13,004,687 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $13,004,687 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $500,665 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $562,638 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $562,638 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $31,403 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,300 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $26,483 | LandBOYAmt |
| Land EOY | $26,103 | LandEOYAmt |
| Land EOYFMV | $26,103 | LandEOYFMVAmt |
| Total Assets BOY | $48,758,276 | TotalAssetsBOYAmt |
| Total Assets EOY | $59,985,520 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $59,985,520 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $48,758,276 | RetainedEarningBOYAmt |
| Retained Earning EOY | $59,985,520 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $48,758,276 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $59,985,520 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $48,758,276 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $59,985,520 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $48,758,276 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,465,233 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,762,011 | OtherIncreasesAmt |
| Subtotal | $59,985,520 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $59,985,520 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| NIKE INC | P | 2022-09-07 | 2025-05-16 | $54,066 | $87,019 | -$32,953 | -$32,953 |
| STATE STREET CORP | P | 2024-08-20 | 2025-01-27 | $400,000 | $399,735 | $265 | $265 |
| SOLSTICE ADVANCED MATLS | P | 2025-10-31 | $24 | $24 | $24 | ||
| JPMORGAN CHASE FI VAR 27 | P | 2024-11-14 | 2025-11-14 | $250,000 | $250,015 | -$15 | -$15 |
| US T-NOTE 5% | P | 2023-11-16 | 2025-09-02 | $500,000 | $500,693 | -$693 | -$693 |
| US T-NOTE 3% | P | 2025-10-31 | $500,000 | $483,511 | $16,489 | $16,489 | |
| CAPITAL GAINS DIVIDENDS | P | $1 | $1 | $1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$16,882 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $265 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $19,667 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $19,667 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $19,667 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,500 | 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 | $20,500 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $833 | OverpaymentAmt |
| Applied To ES Tax | $833 | 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 | 0 | 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 | MARY JACOBS | IndividualWithBooksNm |
| Phone | 4198689370 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 820 | AddressLine1Txt |
| City | HOLLAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43528 | 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 (9 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 |
|---|---|---|---|---|---|---|---|---|
| KATE BLAKE | ||||||||
| PO BOX 820 | HOLLAND | OH | 43528 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| LEE WUNSCHEL | ||||||||
| PO BOX 820 | HOLLAND | OH | 43528 | TREASURER | 0.00 | $0 | $0 | $0 |
| MARY JACOBS | ||||||||
| PO BOX 820 | HOLLAND | OH | 43528 | SECRETARY | 0.00 | $0 | $0 | $0 |
| MARGARET ELDRED | ||||||||
| PO BOX 820 | HOLLAND | OH | 43528 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| ERICA MESSINGER | ||||||||
| PO BOX 820 | HOLLAND | OH | 43528 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| SUE BASCUK | ||||||||
| PO BOX 820 | HOLLAND | OH | 43528 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| JOHN ELDRED III JR | ||||||||
| PO BOX 820 | HOLLAND | OH | 43528 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| MICHAEL OLAH | ||||||||
| PO BOX 820 | HOLLAND | OH | 43528 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| MICHAEL DEETSCH | ||||||||
| PO BOX 820 | HOLLAND | OH | 43528 | EXECUTIVE DIRECTOR | 40.00 | $136,473 | $17,769 | $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 | $50,269,285 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,997,595 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $54,266,880 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $54,266,880 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $814,003 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $53,452,877 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,672,644 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,672,644 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $19,667 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $19,667 | TotalTaxAmt |
| Distributable Before Adj | $2,652,977 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,652,977 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,652,977 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,091,980 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,091,980 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,652,977 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $155,919 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $413,058 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $591,163 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,160,140 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,091,980 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,652,977 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,439,003 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,599,143 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,599,143 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $155,919 | ExcessFromYear3Amt |
| Excess From Year2 | $413,058 | ExcessFromYear2Amt |
| Excess From Year1 | $591,163 | ExcessFromYear1Amt |
| Excess From Current Year | $1,439,003 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (147 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 577 FOUNDATION | ||||||||
| 577 EAST FRONT STREET | PERRYSBURG | OH | 43551 | NONE | POF | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $1,000 | |
| 911 REMEMBERED | ||||||||
| 919 CONFERENCE DRIVE SUITE 4-322 | GOODLETTSVILLE | TN | 37072 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $2,500 | |
| ADVOCATING OPPORTUNITY | ||||||||
| 2 MARITIME PLAZA 1ST FLOOR | TOLEDO | OH | 43604 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $20,000 | |
| ALAMOSA PUBLIC LIBRARY | ||||||||
| 300 HUNT AVENUE | ALAMOSA | CO | 81101 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $5,500 | |
| AMERICAN CANCER SOCIETY HOPE LODGE | ||||||||
| 11432 MAYFIELD ROAD | CLEVELAND | OH | 44106 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $2,500 | |
| AMERICAN LIBRARY ASSOCIATION | ||||||||
| 225 N MICHIGAN AVE SUITE 1300 | CHICAGO | IL | 60601 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $50,000 | |
| ARTS COMMISSION OF GREATER TOLEDO | ||||||||
| 1838 PARKWOOD AVE 120 | TOLEDO | OH | 43604 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $26,000 | |
| AURORA PROJECT | ||||||||
| 1035 N SUPERIOR ST | TOLEDO | OH | 43604 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $30,000 | |
| BABY UNIVERSITY | ||||||||
| 1842 BROADWAY STREET | TOLEDO | OH | 43609 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $30,000 | |
| BEACH HOUSE INC DBA LEADING FAMILIES HOME | ||||||||
| 2283 ASHLAND AVENUE | TOLEDO | OH | 43620 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $30,000 | |
| BEATITUDES COMMUNITY CENTER | ||||||||
| 210 NORTH MAIN STREET | ADA | OH | 45810 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $5,000 | |
| BELIEVE CENTER | ||||||||
| 1 AURORA L GONZALEZ DRIVE | TOLEDO | OH | 43609 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $30,000 | |
| BESN X COMMUNITY | ||||||||
| 5420 HEATHERDOWNS BLVD UNIT 14 | TOLEDO | OH | 43614 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $28,500 | |
| BETHANY HOUSE SERVICES INC | ||||||||
| PO BOX 5930 | TOLEDO | OH | 43613 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $26,400 | |
| BGSU FOUNDATION INC CO MILETI ALUMNI CENTER | ||||||||
| 136 N MERCER ROAD | BOWLING GREEN | OH | 43403 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $30,000 | |
| BIG BROTHERS BIG SISTERS OF NORTHWESTERN OHIO | ||||||||
| PO BOX 1369 | TOLEDO | OH | 43603 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $2,000 | |
| BOYS & GIRLS CLUBS OF TOLEDO CO ADMINISTRATIVE CENTER | ||||||||
| 2250 N DETROIT AVE | TOLEDO | OH | 43606 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $107,500 | |
| BREAD OF LIFE COMMUNITY CENTER | ||||||||
| 210 N CHERRY STREET | BRYAN | OH | 43506 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $5,000 | |
| BROWN BAG FOOD PROJECT | ||||||||
| 530 SAND RIDGE ROAD | BOWLING GREEN | OH | 43402 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $30,000 | |
| BUTTERFLIES15 | ||||||||
| PO BOX 41 | TOLEDO | OH | 43697 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $200 | |
| CATHOLIC CHARITIES DIOCESE OF TOLEDO | ||||||||
| 1933 SPIELBUSCH AVENEUE | TOLEDO | OH | 43604 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $38,453 | |
| CENTER OF HOPE FAMILY SERVICES INC | ||||||||
| 4447 TALMADGE ROAD SUITE H | TOLEDO | OH | 43623 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $25,000 | |
| CHERRY STREET MISSION MINISTRIES | ||||||||
| 1501 MONROE STREET | TOLEDO | OH | 43604 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $30,000 | |
| CHILDREN'S LANTERN | ||||||||
| 930 S CLINTON STREET | DEFIANCE | OH | 43512 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $25,000 | |
| CITY MISSION OF FINDLAY | ||||||||
| 510 WEST MAIN CROSS | FINDLAY | OH | 45840 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $25,200 | |
| CITY OF LAMAR | ||||||||
| 102 E PARMENTER ST | LAMAR | CO | 81052 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $6,500 | |
| COCOON SHELTER | ||||||||
| PO BOX 1165 | BOWLING GREEN | OH | 43402 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $27,500 | |
| COMMUNITY CAFE DBA BISTRO 163 | ||||||||
| 1848 EAST PERRY STREET SUITE 10 | PORT CLINTON | OH | 43452 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $10,000 | |
| COMMUNITY OF HOPE FREE HEALTH CLINIC | ||||||||
| PO BOX 2892 | TOLEDO | OH | 43606 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $5,000 | |
| CONEJOS COUNTY DISTRICT LIBRARY | ||||||||
| 17703 HWY 285 | LA JARA | CO | 81140 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $5,500 | |
| CONNECTING KIDS TO MEALS | ||||||||
| 1501 MONROE ST | TOLEDO | OH | 43604 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $60,775 | |
| COURAGEOUS COMMUNITY SERVICES | ||||||||
| 12701 WATERVILLE SWANTON ROAD | WHITEHOUSE | OH | 43571 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $10,000 | |
| CRAIG PUBLIC LIBRARY | ||||||||
| PO BOX 769 | CRAIG | AK | 99921 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $5,500 | |
| DAY 52 INC DBA ART TATUM ZONE | ||||||||
| 531 PINEWOOD AVE | TOLEDO | OH | 43604 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $130,000 | |
| DONNELLY PUBLIC LIBRARY DISTRICT | ||||||||
| 150 E STATE ST 403 | DONNELLY | ID | 83615 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $10,000 | |
| DOUGLAS PUBLIC LIBRARY | ||||||||
| 560 EAST 10TH STREET | DOUGLAS | AZ | 85607 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $5,000 | |
| DUCHESNE BRANCH LIBRARY DUCHESNE COUNTY LIBRARY SYSTEM | ||||||||
| PO BOX 169 | DUCHESNE | UT | 84021 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $5,500 | |
| EAST TOLEDO FAMILY CENTER | ||||||||
| 1020 VARLAND AVE | TOLEDO | OH | 43605 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $60,000 | |
| EASTWOOD EDUCATIONAL FOUNDATION | ||||||||
| PO BOX 837120 E COLLEGE AVENUE | PEMBERVILLE | OH | 43450 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $3,000 | |
| EPHRAIM PUBLIC LIBRARY | ||||||||
| 30 SOUTH MAIN STREET | EPHRAIM | UT | 84627 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $5,500 | |
| EQUALITY TOLEDO | ||||||||
| 1301 JEFFERSON AVE | TOLEDO | OH | 43604 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $30,000 | |
| FAIR HOUSING OPPORTUNITIE OF NORTHWEST OHIO INC DBA THE FAIR HOUSING CENT | ||||||||
| 326 N ERIE ST | TOLEDO | OH | 43604 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $130,000 | |
| FAMILY PROMISE OF LIMA ALLEN COUNTY | ||||||||
| 604 GLORIA AVENUE SUITE B | LIMA | OH | 45805 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $30,000 | |
| FINDLAY HOPE HOUSE FOR THE HOMELESS | ||||||||
| 1800 N BLANCHARD STREET SUITE 106 | FINDLAY | OH | 45840 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $30,000 | |
| FINDLAY-HANCOCK COUNTY COMMUNITY FOUNDATION | ||||||||
| 101 W SANDUSKY ST SUITE 207 | FINDLAY | OH | 45840 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $2,500 | |
| FIRST ALLIANCE CHURCH | ||||||||
| 2201 MONROE STREET | TOLEDO | OH | 43604 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $2,500 | |
| FOOD FOR THOUGHT TOLEDO | ||||||||
| 3350 HILL AVE | TOLEDO | OH | 43607 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $20,000 | |
| FREDONIA PUBLIC LIBRARY | ||||||||
| PO BOX 218 | FREDONIA | AZ | 86022 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $8,000 | |
| FRIENDS OF LUCAS COUNTY CHILDREN SERVICES | ||||||||
| PO BOX 441 | MAUMEE | OH | 43537 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $600 | |
| GENACROSS LUTHERAN SERVICES FOUNDATION | ||||||||
| 2021 N MCCORD | TOLEDO | OH | 43615 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $2,500 | |
| GILA RIVER INDIAN COMMUNITY | ||||||||
| PO BOX 97 | SACATON | AZ | 85147 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $5,500 | |
| GILLIAM COUNTY PUBLIC LIBRARY | ||||||||
| PO BOX 34 | CONDON | OR | 97823 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $1,500 | |
| GIRL SCOUTS OF WESTERN OHIO | ||||||||
| 4930 CORNELL ROAD | CINCINNATI | OH | 45242 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $1,500 | |
| GLOBE PUBLIC LIBRARY | ||||||||
| 339 SOUTH BROAD STREET | GLOBE | AZ | 85501 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $5,500 | |
| GREAT LAKES COMMUNITY ACTION PARTNERSHIP | ||||||||
| 127 S FRONT STREET PO BOX 590 | FREMONT | OH | 43420 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $30,000 | |
| GUNNISON COUNTY PUBLIC LIBRARIES | ||||||||
| 1 QUARTZ ST | GUNNISON | CO | 81230 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $11,000 | |
| HABITAT FOR HUMANITY OF FINDLAYHANCOCK COUNTY | ||||||||
| 1200 COMMERCE PARKWAY | FINDLAY | OH | 45840 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $22,000 | |
| HABITAT FOR HUMANITY OF WOOD COUNTY | ||||||||
| 326 INDUSTRIAL PKWY SUITE 1 | BOWLING GREEN | OH | 43402 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $12,900 | |
| HARBOR | ||||||||
| 3909 WOODLEY ROAD | TOLEDO | OH | 43606 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $26,200 | |
| HARLEM PUBLIC LIBRARY | ||||||||
| PO BOX 519 | HARLEM | MT | 59526 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $5,500 | |
| HARLOWTON PUBLIC LIBRARY | ||||||||
| PO BOX 663 | HARLOWTON | MT | 59036 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $5,500 | |
| HISTORIC SOUTH INITIATIVE | ||||||||
| PO BOX 1008 | TOLEDO | OH | 43697 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $230,000 | |
| HOLBROOK PUBLIC LIBRARY | ||||||||
| 403 S PARK ST | HOLBROOK | AZ | 86025 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $5,500 | |
| HOSPICE OF NORTHWEST OHIO | ||||||||
| 30000 EAST RIVER ROAD | PERRYSBURG | OH | 43551 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $20,000 | |
| HOSPITAL COUNCIL OF NORTWEST OHIO | ||||||||
| 3231 CENTRAL PARK WEST DRIVE SUITE | TOLEDO | OH | 43617 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $30,000 | 200 |
| IGNACIO COMMUNITY LIBRARY | ||||||||
| PO BOX 886 | IGNACIO | CO | 81137 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $7,500 | |
| ISLAMIC FOOD BANK FOUNDATION | ||||||||
| PO BOX 350 | PERRYSBURG | OH | 43551 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $24,000 | |
| JESSIE WAKEFIELD MEMORIAL LIBRARY | ||||||||
| PO BOX 49 / 207 SPRUCE DRIVE | PORT LIONS | AK | 99550 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $7,000 | |
| JUNIOR ACHIEVEMENT OF NORTHWESTERN OHIO | ||||||||
| 2239 CHEYENNE BLVD | TOLEDO | OH | 43614 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $30,000 | |
| KNAP SACK INC | ||||||||
| 2550 E TWELFTH STREET | OTTAWA | OH | 45875 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $12,600 | |
| LEARNING LADDER FOUNDATION | ||||||||
| 2451 WEMBLY TER N | TOLEDO | OH | 43617 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $30,000 | |
| LEGAL AID OF WESTERN OHIO INC | ||||||||
| 525 JEFFERSON AVE SUITE 400 | TOLEDO | OH | 43604 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $30,000 | |
| LIBERTY CENTER OF SANDUSKY COUNTY | ||||||||
| 1421 E STATE STREET | FREMONT | OH | 43420 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $30,000 | |
| LISC TOLEDO | ||||||||
| 500 MADISON AVE SUITE 312 | TOLEDO | OH | 43604 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $30,000 | |
| LOCAL INITIATIVES SUPPORT CORPORATION | ||||||||
| 28 LIBERTY ST FLOOR 34 | NEW YORK | NY | 10005 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $225,000 | |
| LORDSBURG HIDALGO LIBRARY | ||||||||
| 208 EAST 3RD STREET | LORDSBURG | NM | 88045 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $5,500 | |
| LOST RIVERS COMMUNITY LIBRARYY DISTRICT | ||||||||
| PO BOX 170 | ARCO | ID | 83213 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $5,500 | |
| LOTT INDUSTRIES | ||||||||
| 3350 HILL AVE | TOLEDO | OH | 43607 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $25,000 | |
| LOVE ALWAYZ FOUNDATION | ||||||||
| PO BOX 229 | BRADNER | OH | 43406 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $10,000 | |
| LUCAS COUNTY LAND REVITALIZATION CORPORATION DBA LUCAS COUNTY LAND BANK | ||||||||
| 1 GOVERNMENT CENTER SUITE 580 | TOLEDO | OH | 43604 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $105,000 | |
| LUCAS HOUSING SERVICES CORPORATION | ||||||||
| 424 JACKSON ST | TOLEDO | OH | 43604 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $30,000 | |
| MARIPOSA COUNTY LIBRARY | ||||||||
| PO BOX 106 | MARIPOSA | CA | 95338 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $5,500 | |
| MAUMEE SENIOR CENTER | ||||||||
| 2430 S DETROIT AVE | MAUMEE | OH | 43537 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $15,000 | |
| MAUMEE VALLEY COUNTRY DAY SCHOOL | ||||||||
| 1715 SOUTH REYNOLDS | TOLEDO | OH | 43614 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $2,500 | |
| MAUMEE VALLEY HABITAT FOR HUMANITY | ||||||||
| 1310 CONANT ST | MAUMEE | OH | 43537 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $176,000 | |
| MIAMI MEMORIAL LIBRARY | ||||||||
| 282 S ADONIS AVE | MIAMI | AZ | 85539 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $5,500 | |
| MIAMI UNIVERSITY | ||||||||
| 725 E CHESTNUT STREET | OXFORD | OH | 45056 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $500 | |
| MIDVALE COMMUNITY LIBRARY | ||||||||
| 70 EAST BRIDGE STREET | MIDVALE | ID | 83645 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $2,750 | |
| MINERAL COUNTY LIBRARY | ||||||||
| PO BOX 1390 / 110 1ST STREET | HAWTHORNE | NV | 89415 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $5,500 | |
| MINERAL COUNTY PUBLIC LIBRARY | ||||||||
| PO BOX 430 | SUPERIOR | MT | 59872 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $5,500 | |
| MOBILE MEALS OF TOLEDO | ||||||||
| 2200 JEFFERSON AVE | TOLEDO | OH | 43604 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $30,000 | |
| MOISE MEMORIAL LIBRARY | ||||||||
| 208 SOUTH 5TH STREET | SANTA ROSA | NM | 88435 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $5,500 | |
| NATURES NURSERY CENTER FOR WILDLIFE REHABILITATION AND CONSERVATION | ||||||||
| PO BOX 2395 | WHITEHOUSE | OH | 43571 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $2,500 | |
| NORTHWESTERN OHIO COMMUNITY ACTION COMMISSION | ||||||||
| 1933 E 2ND STREET | DEFIANCE | OH | 43512 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $30,000 | |
| NORTHWESTERN WATER AND SEWER DISTRICT CO THE SALVATION ARMY | ||||||||
| PO BOX 348 | BOWLING GREEN | OH | 43402 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $5,000 | |
| OPEN ARMS TRANSFORMATION LIVING | ||||||||
| PO BOX 140921 | TOLEDO | OH | 43614 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $30,000 | |
| OPEN DOOR OF DELTA | ||||||||
| 104 MONROE ST | DELTA | OH | 43515 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $8,000 | |
| OTTAWA COUNTY FAMILY ADVOCACY CENTER INC | ||||||||
| 570 S MCKINLEY DR | PORT CLINTON | OH | 43452 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $15,000 | |
| OTTAWA HILLS MUSIC AND THEATER ASSOCIATES INC | ||||||||
| 3600 INDIAN ROAD | OTTAWA HILLS | OH | 43606 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $500 | |
| OUR LADY OF LOURDES CHURCH | ||||||||
| 6149 HILL AVENUE | TOLEDO | OH | 43615 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $2,500 | |
| PALO VERDE VALLEY DISTRICT LIBRARY | ||||||||
| 125 W CHANSLORWAY | BLYTHE | CA | 92225 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $5,500 | |
| PARKER PUBLIC LIBRARY | ||||||||
| 1001 S NAVAJO AVE | PARKER | AZ | 85344 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $5,500 | |
| PARTNERS IN EDUCATION | ||||||||
| 709 MADISON AVE 310 | TOLEDO | OH | 43604 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $28,000 | |
| PATHWAY INC | ||||||||
| 505 HAMILTON STREET | TOLEDO | OH | 43604 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $30,000 | |
| PERRYSBURG HEIGHTS COMMUNITY ASSOCIATION | ||||||||
| PO BOX 612 | PERRYSBURG | OH | 43552 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $30,000 | |
| PHILIO INC DBA NEW CONCEPTS | ||||||||
| 111 S BRYNE ROAD | TOLEDO | OH | 43615 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $12,400 | |
| REINVEST TOLEDO | ||||||||
| 2545 MONROE STREET | TOLEDO | OH | 43620 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $2,500 | |
| RURAL LISC | ||||||||
| 28 LIBERTY ST FLOOR 34 | NEW YORK | NY | 10005 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $100,000 | |
| SANDUSKY COUNTY HABITAT FOR HUMANITY | ||||||||
| 1515 CROGHAN STREET | FREMONT | OH | 43420 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $30,000 | |
| SILVER CITY PUBLIC LIBRARY | ||||||||
| 515 W COLLEGE AVE | SILVER CITY | NM | 88061 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $3,300 | |
| SILVERTON PUBLIC LIBRARY | ||||||||
| PO BOX 68 | SILVERTON | CO | 81433 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $5,000 | |
| SOCIETY OF ST VINCENT DE PAUL IMMACULATE CONCEPTION CONFERENCE | ||||||||
| 414 MADISON STREET | PORT CLINTON | OH | 43452 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $10,000 | |
| SOCORRO PUBLIC LIBRARY | ||||||||
| 401 PARK STREET | SOCORRO | NM | 87801 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $5,500 | |
| SOFIA QUINTERO ART & CULTURAL CENTER | ||||||||
| 1222 BROADWAY STREET | TOLEDO | OH | 43609 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $30,000 | |
| SPANISH PEAKS LIBRARY | ||||||||
| 415 WALSEN AVE | WALSENBURG | CO | 81089 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $8,000 | |
| ST MARK'S LUTHERAN CHURCH | ||||||||
| 611 WOODVILLE RD | TOLEDO | OH | 43605 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $30,000 | |
| ST PAUL'S EPISCOPAL CHURCH | ||||||||
| 310 ELIZABETH STREET | MAUMEE | OH | 43537 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $4,000 | |
| STANLEY COMMUNITY LIBRARY | ||||||||
| PO BOX 230 | STANLEY | ID | 83278 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $4,500 | |
| SWANTON LOCAL SCHOOLS FOUNDATION | ||||||||
| 111 CRESTWOOD DRIVE | SWANTON | OH | 43558 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $10,000 | |
| THE CHILDREN'S DEVELOPMENTAL CENTER OF LIMA | ||||||||
| 1001 BELLEFONTAINE AVENUE | LIMA | OH | 45804 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $10,000 | |
| THE LEIPSIC COMMUNITY CENTER | ||||||||
| 120 E MAIN STREET PO BOX 63 | LEIPSIC | OH | 45856 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $41,000 | |
| THE MARSH FOUNDATION | ||||||||
| 1229 LINCOLN HIGHWAY PO BOX 150 | VAN WERT | OH | 45891 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $10,000 | |
| THE PROGRAM INC | ||||||||
| 211 W BROADWAY STREET | MAUMEE | OH | 43537 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $30,000 | |
| THE SALVATION ARMY | ||||||||
| 620 N ERIE ST | TOLEDO | OH | 43604 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $30,000 | |
| THE UNIVERSITY OF TOLEDO FOUNDATION | ||||||||
| 4510 DORR ST MS 820 | TOLEDO | OH | 43615 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $60,000 | |
| TIMOTHY'S PERRYSBURG FOUNDATION | ||||||||
| PO BOX 1025 | PERRYSBURG | OH | 43552 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $25,000 | |
| TOLEDO CHAPTER OF JACK AND JILL OF AMERICA INC | ||||||||
| PO BOX 350162 | TOLEDO | OH | 43635 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $5,000 | |
| TOLEDO DAY NURSERY | ||||||||
| 2211 JEFFERSON AVE | TOLEDO | OH | 43604 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $30,000 | |
| TOLEDO DESIGN COLLECTIVE | ||||||||
| ONE SEAGATE SUITE 123 | TOLEDO | OH | 43604 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $30,000 | |
| TOLEDO GROWS INC | ||||||||
| 900 ONEIDA ST | TOLEDO | OH | 43608 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $30,000 | |
| TOLEDO LUCAS COUNTY HOMELESS BOARD | ||||||||
| 1220 MADISON AVE | TOLEDO | OH | 43604 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $30,000 | |
| TOLEDO MOUNTAIN MENTORS | ||||||||
| PO BOX 222 | PERRYSBURG | OH | 43552 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $5,000 | |
| TOLEDO PUBLIC SCHOOLS FOUNDATION | ||||||||
| 1609 N SUMMIT ST | TOLEDO | OH | 43604 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $55,000 | |
| TOLEDO SCHOOL FOR THE ARTS | ||||||||
| 333 14TH STREET | TOLEDO | OH | 43604 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $30,000 | |
| TOLEDO TOMORROW | ||||||||
| 425 JEFFERSON AVENUE SUITE 905 | TOLEDO | OH | 43604 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $30,000 | |
| TOLEDO ZOOLOGICAL SOCIETY FOUNDATION | ||||||||
| PO BOX 140130 | TOLEDO | OH | 43614 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $25,000 | |
| TRUCHAS LIBRARY | ||||||||
| PO BOX 330 | TRUCHAS | NM | 87578 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $10,000 | |
| TUTORSMART GREATER TOLEDO | ||||||||
| PO BOX 141272 | TOLEDO | OH | 43614 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $60,000 | |
| UNITED WAY OF HANCOCK COUNTY | ||||||||
| PO BOX 274 | FINDLAY | OH | 45839 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $15,000 | |
| UNITED WAY OF PUTNAM COUNTY | ||||||||
| PO BOX 472 | OTTAWA | OH | 45875 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $3,000 | |
| URBAN WHOLISTICS | ||||||||
| 619 WOODLAND AVENUE | TOLEDO | OH | 43604 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $30,000 | |
| VALIER PUBLIC LIBRARY | ||||||||
| PO BOX 247 | VALIER | MT | 59486 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $5,500 | |
| VILLAGE OF MAGDALENA PUBLIC LIBRARY | ||||||||
| PO BOX 145 | MAGDALENA | NM | 87825 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $5,500 | |
| WESTERN AVENUE MINISTRIES DBA MOSAIC MINISTRIES OF SOUTH TOLEDO | ||||||||
| 860 ORCHARD STREET | TOLEDO | OH | 43609 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $25,000 | |
| WINSLOW PUBLIC LIBRARY | ||||||||
| 617 W SECOND ST | WINSLOW | AZ | 86047 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $5,500 | |
| YOUNG MEN'S CHRISTIAN ASSOCIATION OF GREATER TOLEDO DBA YMCA OF GREATER TOL | ||||||||
| 6465 W SYLVANIA AVE | SYLVANIA | OH | 43560 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $42,500 | |
| YUMA PUBLIC LIBRARY | ||||||||
| 910 S MAIN STREET | YUMA | CO | 80759 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $3,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,614,778 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $716,039 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,010,234 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$16,882 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,709,391 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,709,391 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
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 | JOHN H ELDRED JR CHARITABLE TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 820 | AddressLine1Txt |
| City | HOLLAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43528 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $9,173,577 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $38,763 | Amt |
| Net Investment Income | $9,691 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $29,072 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|---|
| WORK COMPUTER | 2024-05-14 | $2,973 | $238 | 200DB | 5.000000000000 | $380 | $0 | $0 |
| APPLE COMPUTER | 2025-02-28 | $2,898 | 200DB | 5.000000000000 | $2,898 | $0 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME BONDS | BondNm |
| EOY Book Value | $13,004,687 | EOYBookValueAmt |
| EOYFMV | $13,004,687 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHARLES SCHWAB STOCKS | $38,711,140 | $38,711,140 |
| CORPORATE BONDS | $104,120 | $104,120 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $493,379 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $493,379 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | REITS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $562,638 | BookValueAmt |
| EOYFMV | $562,638 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| WORK COMPUTER | $2,973 | $2,402 | $571 |
| APPLE COMPUTER | $2,898 | $2,898 | $0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $12,913 | LegalFeesAmt |
| Net Investment Income | $3,228 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $9,685 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| POSTAGE | $1,356 | $339 | $0 | $1,017 |
| OFFICE SUPPLIES | $1,127 | $282 | $0 | $845 |
| COMPUTER AND INTERNET EXPENSE | $50,059 | $12,515 | $0 | $37,544 |
| MEALS & ENTERTAINMENT | $6,179 | $1,545 | $0 | $4,634 |
| DUES AND SUBSCRIPTIONS | $8,127 | $2,032 | $0 | $6,095 |
| INSURANCE | $6,109 | $1,527 | $0 | $4,582 |
| BUSINESS EXPENSES | $3,223 | $806 | $0 | $2,417 |
| BANK FEES | $38 | $9 | $0 | $29 |
| PAYROLL EXPENSE | $328 | $82 | $0 | $246 |
| PAYROLL PROCESSING FEES | $2,807 | $702 | $0 | $2,105 |
| PROGRAM EDUCATION EXPENSE | $7,692 | $0 | $0 | $7,692 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $4,762,011 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $197,772 | Amt |
| Net Investment Income | $165,542 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $32,230 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL TAXES | $11,121 | $0 | $0 | $0 |
| REGISTRATION FEES | $200 | $0 | $0 | $200 |
| FOREIGN TAXES | $122 | $122 | $0 | $0 |
| PAYROLL TAX | $26,558 | $6,639 | $0 | $19,919 |
| WORKERS COMP | $301 | $75 | $0 | $226 |