STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

PARK FAMILY FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
PARK FAMILY FOUNDATION (EIN 20-0791170)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-12
IRS object ID
202621329349102392
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-12T13:29:00-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN200791170EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE PARK FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPARKBusinessNameControlTxt
Phone2162652527PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13555 RESERVE COMMONS DRIVEAddressLine1Txt
CityMEDINACityNm
State AbbreviationOHStateAbbreviationCd
ZIP44256ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRICKY L BERTRAMPersonNm
Person TitleSECRETARYPersonTitleTxt
Phone2162652527PhoneNum
Signature2026-05-11SignatureDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$80,209,650FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$1,246,762DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,246,762DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,235,189NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,976,294GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,235,189CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$3,481,951TotalRevAndExpnssAmt
Total Net Invst Incm$3,481,951TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$84,529TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$152,385OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$150,608OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$1,777OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$236,914TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$150,608TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,777TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$4,864,200ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$4,864,200ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$5,101,114TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$150,608TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$4,865,977TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,619,163ExcessRevenueOverExpensesAmt
Net Investment Income$3,331,343NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$709,066CashBOYAmt
Cash EOY$318,563CashEOYAmt
Cash EOYFMV$318,563CashEOYFMVAmt
Sav And Temp Cash Invst BOY$12,569,515SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$14,490,800SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$14,490,800SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$488AcctRcvblAmt
Acct Rcvbl BOY$268AcctRcvblBOYAmt
Acct Rcvbl EOY$488AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$488AcctRcvblEOYFMVAmt
US Government Obligations BOY$3,898,718USGovernmentObligationsBOYAmt
US Government Obligations EOY$0USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$0USGovtObligationsEOYFMVAmt
Corporate Stock BOY$11,708,021CorporateStockBOYAmt
Corporate Stock EOY$12,579,674CorporateStockEOYAmt
Corporate Stock EOYFMV$55,212,543CorporateStockEOYFMVAmt
Other Investments BOY$848,036OtherInvestmentsBOYAmt
Other Investments EOY$719,936OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,547,010OtherInvestmentsEOYFMVAmt
Other Assets BOY$7,640,246OtherAssetsBOYAmt
Other Assets EOY$7,640,246OtherAssetsEOYAmt
Other Assets EOYFMV$7,640,246OtherAssetsEOYFMVAmt
Total Assets BOY$37,373,870TotalAssetsBOYAmt
Total Assets EOY$35,749,707TotalAssetsEOYAmt
Total Assets EOYFMV$80,209,650TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$37,373,870RetainedEarningBOYAmt
Retained Earning EOY$35,749,707RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$37,373,870TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$35,749,707TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$37,373,870TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$35,749,707TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$37,373,870TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,619,163ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$35,754,707SubtotalAmt
Other Decreases$5,000OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$35,749,707TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (83 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
AUTONATION INC2025-01-152025-04-14$165,842$182,393-$16,551-$16,551
FAIR ISAAC CORPORATION2025-05-122025-07-09$62,869$82,792-$19,923-$19,923
NORTHROP GRUMMAN CORP2024-02-092025-01-15$56,649$54,483$2,166$2,166
NORTHROP GRUMMAN CORP2024-10-042025-01-15$23,604$26,867-$3,263-$3,263
NOVO NORDISK A S ADR2025-04-142025-07-30$58,503$77,773-$19,270-$19,270
PROLOGIS INC2017-09-182025-05-06$21,008$13,010$7,998$7,998
PROLOGIS INC2017-10-042025-05-06$10,504$6,411$4,093$4,093
PROLOGIS INC2017-10-122025-05-06$21,008$12,991$8,017$8,017
PROLOGIS INC2017-06-282025-05-12$88,177$47,279$40,898$40,898
BROADCOM INC2019-01-092025-12-09$121,844$7,380$114,464$114,464
COSTCO WHOLESALE CRP DEL2013-05-142025-12-09$22,198$2,756$19,442$19,442
CITIGROUP INC COM NEW2019-04-122025-12-09$6,568$4,055$2,513$2,513
CITIGROUP INC COM NEW2021-03-112025-12-09$15,325$10,257$5,068$5,068
DANAHER CORP DEL COM2015-07-312025-05-06$51,442$16,747$34,695$34,695
DANAHER CORP DEL COM2015-07-312025-09-04$79,430$24,811$54,619$54,619
HONEYWELL INTL INC DEL2012-03-192025-12-09$19,000$5,441$13,559$13,559
HONEYWELL INTL INC DEL2013-04-152025-12-09$19,000$6,546$12,454$12,454
HONEYWELL INTL INC DEL2013-04-172025-12-09$19,000$6,459$12,541$12,541
HONEYWELL INTL INC DEL2013-05-032025-12-09$19,000$6,743$12,257$12,257
HONEYWELL INTL INC DEL2013-05-142025-12-09$19,000$7,042$11,958$11,958
HONEYWELL INTL INC DEL2024-02-092025-12-09$19,000$18,297$703$703
NVIDIA2018-01-292025-02-20$140,056$6,170$133,886$133,886
NVIDIA2018-01-292025-07-16$342,672$12,340$330,332$330,332
NEXTERA ENERGY INC SHS2016-02-242025-12-09$39,770$14,391$25,379$25,379
NEXTERA ENERGY INC SHS2019-04-122025-12-09$31,816$19,006$12,810$12,810
NEXTERA ENERGY INC SHS2021-03-112025-12-09$7,954$7,505$449$449
NEXTERA ENERGY INC SHS2021-06-182025-12-09$7,954$7,407$547$547
NEXTERA ENERGY INC SHS2024-02-092025-12-09$31,816$22,600$9,216$9,216
NORTHROP GRUMMAN CORP2023-10-262025-01-15$2,360$2,394-$34-$34
SOLSTICE ADVANCED2012-01-102025-11-05$3,389$954$2,435$2,435
SOLSTICE ADVANCED2012-02-092025-11-05$1,130$336$794$794
SOLSTICE ADVANCED2012-03-192025-11-05$2,260$681$1,579$1,579
SOLSTICE ADVANCED2013-04-152025-11-05$1,130$410$720$720
SOLSTICE ADVANCED2013-04-172025-11-05$1,130$404$726$726
SOLSTICE ADVANCED2013-05-032025-11-05$1,130$422$708$708
SOLSTICE ADVANCED2013-05-142025-11-05$1,130$441$689$689
SOLSTICE ADVANCED2024-02-092025-11-05$1,130$1,145-$15-$15
UNION PACIFIC CORP2016-07-082025-01-15$71,542$28,126$43,416$43,416
ZOETIS INC2019-06-052025-06-12$101,232$65,124$36,108$36,108
ZOETIS INC2020-05-072025-06-12$16,872$12,502$4,370$4,370
ZOETIS INC2021-03-112025-06-12$16,872$15,256$1,616$1,616
WALMART INC2017-08-302025-12-09$51,779$11,823$39,956$39,956
CSX CORP2024-02-092025-02-03$3,251$3,687-$436-$436
KRAFT (THE) HEINZ CO SHS2024-02-092025-01-16$21,643$26,974-$5,331-$5,331
KRAFT (THE) HEINZ CO SHS2024-04-292025-01-16$21,643$28,845-$7,202-$7,202
BLACKROCK INC REG SHS2020-05-282025-12-09$53,554$27,219$26,335$26,335
CSX CORP2020-05-282025-02-03$48,762$36,070$12,692$12,692
CSX CORP2023-10-052025-02-03$3,251$3,054$197$197
COMCAST CORP NEW CL A2021-01-262025-02-10$8,616$12,476-$3,860-$3,860
COMCAST CORP NEW CL A2021-12-082025-02-10$8,616$12,266-$3,650-$3,650
COMCAST CORP NEW CL A2023-10-052025-02-10$3,446$4,325-$879-$879
COMCAST CORP NEW CL A2024-02-092025-02-10$10,339$12,606-$2,267-$2,267
CHEVRON CORP2021-12-082025-12-09$18,576$14,778$3,798$3,798
CHEVRON CORP2024-02-092025-12-09$11,146$11,334-$188-$188
CITIGROUP INC COM NEW2019-03-192025-12-09$32,840$19,622$13,218$13,218
CITIGROUP INC COM NEW2019-05-022025-12-09$21,893$14,082$7,811$7,811
CITIGROUP INC COM NEW2019-05-222025-12-09$21,893$12,966$8,927$8,927
CITIGROUP INC COM NEW2019-08-212025-12-09$10,947$6,316$4,631$4,631
CITIGROUP INC COM NEW2021-11-262025-12-09$21,893$12,829$9,064$9,064
ENTERGY CORP NEW2019-10-182025-12-09$37,396$21,102$16,294$16,294
EATON CORP PLC2021-02-182025-12-09$34,173$12,527$21,646$21,646
INTL BUSINESS MACHINES2023-10-052025-12-09$15,533$7,073$8,460$8,460
ELI LILLY & CO2020-02-252025-12-09$98,115$13,541$84,574$84,574
MEDTRONIC PLC SHS2021-01-262025-12-09$9,966$11,709-$1,743-$1,743
MEDTRONIC PLC SHS2021-07-012025-12-09$19,931$25,175-$5,244-$5,244
MICROSOFT CORP2019-01-092025-12-09$49,160$10,474$38,686$38,686
NVIDIA2018-01-292025-02-19$139,151$6,170$132,981$132,981
SYNCHRONY FINL COM2021-07-012025-12-09$16,197$9,841$6,356$6,356
TEXAS INSTRUMENTS2020-11-202025-11-05$65,646$63,352$2,294$2,294
TEXAS INSTRUMENTS2021-12-082025-11-05$12,965$15,458-$2,493-$2,493
TEXAS INSTRUMENTS2023-10-052025-11-05$3,446$3,266$180$180
TEXAS INSTRUMENTS2024-02-092025-11-05$4,103$4,052$51$51
TARGET CORP COM2018-01-232025-04-08$35,481$31,250$4,231$4,231
TARGET CORP COM2018-02-142025-04-08$8,870$7,586$1,284$1,284
TARGET CORP COM2018-11-302025-04-08$17,740$14,154$3,586$3,586
TARGET CORP COM2019-01-242025-04-08$8,870$7,068$1,802$1,802
UNITEDHEALTH GROUP INC2021-12-082025-05-15$27,396$46,754-$19,358-$19,358
WALMART INC2018-10-292025-12-09$57,533$16,635$40,898$40,898
ALPHABET INC SHS CL A2016-07-292025-12-09$316,826$40,134$276,692$276,692
VANGUARD RUSSELL 20002016-11-232025-04-30$188,059$128,100$59,959$59,959
NVIDIA2018-01-292025-07-30$536,685$18,510$518,175$518,175
PALO ALTO NETWORKS INC2023-12-292025-06-10$156,536$117,755$38,781$38,781
CAPITAL GAINS DIVIDENDS$112$112$112P
FieldValueIRS element (for citing)
Capital Gain Net Income$2,235,189CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$46,306InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$46,306SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$46,306TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$41,000EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$41,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Tax Due$5,306TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateOHOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksPARK CORPORATIONIndividualWithBooksNm
Phone2162674870PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13555 RESERVE COMMONS DRAddressLine1Txt
CityMEDINACityNm
State AbbreviationOHStateAbbreviationCd
ZIP44256ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
RAYMOND P PARK
3555 RESERVE COMMONS DRIVEMEDINAOH44256PRESIDENT4.00$0$0$0
DAN K PARK
3555 RESERVE COMMONS DRIVEMEDINAOH44256VICE PRESIDENT4.00$0$0$0
KELLY C PARK
3555 RESERVE COMMONS DRIVEMEDINAOH44256VICE PRESIDENT, TREASURER2.00$0$0$0
PIPER A PARK
3555 RESERVE COMMONS DRIVEMEDINAOH44256VICE PRESIDENT2.00$0$0$0
PATRICK M PARK
3555 RESERVE COMMONS DRIVEMEDINAOH44256VICE PRESIDENT2.00$0$0$0
RICKY L BERTRAM
3555 RESERVE COMMONS DRIVEMEDINAOH44256SECRETARY4.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1THE PARK FOUNDATION DID NOT ENGAGE IN ANY DIRECT CHARITABLE ACTIVITIES DURING 2025Description1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$66,938,509AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$138,702AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$67,077,211TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$67,077,211AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,006,158CashDeemedCharitableAmt
Net Vl Noncharitable Assets$66,071,053NetVlNoncharitableAssetsAmt
Minimum Investment Return$3,303,553MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$3,303,553MinimumInvestmentReturnAmt
Tax Based On Investment Income$46,306TaxBasedOnInvestmentIncomeAmt
Total Tax$46,306TotalTaxAmt
Distributable Before Adj$3,257,247DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$3,257,247DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$3,257,247DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$4,865,977ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$4,865,977QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$3,257,247DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$1,250,767ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$254,595ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,505,461ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,074,914ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,655,630ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$5,741,367TotalExcessDistributionCyovAmt
Qualifying Distributions$4,865,977QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$3,257,247AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,608,730RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$7,350,097TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$1,250,767ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$6,099,330ExcessDistriCyovToNextYrAmt
Excess From Year4$254,595ExcessFromYear4Amt
Excess From Year3$1,505,461ExcessFromYear3Amt
Excess From Year2$1,074,914ExcessFromYear2Amt
Excess From Year1$1,655,630ExcessFromYear1Amt
Excess From Current Year$1,608,730ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerRAYMOND P PARKContributingManagerNm
Contributing ManagerDAN K PARKContributingManagerNm
Contributing ManagerKELLY C PARKContributingManagerNm
Contributing ManagerPIPER A PARKContributingManagerNm
Contributing ManagerPATRICK M PARKContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (74 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALLEGHENY HEALTH NETWORK
4818 LIBERTY AVEPITTSBURGHPA15224NONEPCCHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT$75,000
AMERICAN HEART ASSOCIATION
2300 CENTREPARK WEST DRWEST PALM BEACHFL33409NONEPCCHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT$100,000
BEAVERTON ARTS FOUNDATIONPATRICIA RESER CENTER FOR THE ARTS
12625 SW CRESCENT STBEAVERTONOR97005NONEPCCHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT$10,000
BRENT SHAPIRO FOUNDATION FOR DRUG AWARENESS
10250 CONSTELLATION BLVDLOS ANGELESCA90067NONEPCCHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT$100,000
CARSON SCHOLARS FUND
215 WASHINGTON AVETOWSONMD21204NONEPCCHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT$100,000
CENTER FOR CREATIVE EDUCATION
2400 METROCENTRE BLVDWEST PALM BEACHFL33407NONEPCCHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT$100,000
CHILD HEALTH ASSOCIATION OF SEWICKLEY
1108 OHIO RIVER BLVDSEWICKLEYPA15143NONEPCCHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT$15,000
CITY OF CANTON
218 CLEVELAND AVE SWCANTONOH44702NONEPCCHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT$50,000
CITY OF CANTON
218 CLEVELAND AVE SWCANTONOH44702NONEPCCHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT$50,000
CLEARVIEW LEGACY FOUNDATION
PO BOX 30196EAST CANTONOH44730NONEPCCHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT$25,000
CLEVELAND BALLET
23020 MILES ROADCLEVELANDOH44128NONEPCCHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT$35,000
CLEVELAND CLINIC - KEEP MEMORY ALIVE
888 W BONNEVILLE AVELAS VEGASNV89106NONEPCCHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT$1,000,000
CLEVELAND CLINIC FOUNDATION
9500 EUCLID AVECLEVELANDOH44195NONEPCCHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT$250,000
CLEVELAND INSTITUTE OF MUSIC
11021 EAST BOULEVARDCLEVELANDOH44106NONEPCCHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT$100,000
CLEVELAND METROPARKS
4101 FULTON PARKWAYCLEVELANDOH44144NONEPCCHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT$25,000
CLEVELAND PUBLIC LIBRARY FOUNDATION
325 SUPERIOR AVE ECLEVELANDOH44114NONEPCCHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT$10,000
COCHRAN HOSE COMPANY
601 THORN STSEWICKLEYPA15143NONEPCCHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT$75,000
EDGEWORTH POLICE DEPARTMENT
301 BEAVER RDSEWICKLEYPA15143NONEPCCHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT$50,000
GATEWAY TO HEAVEN CHURCH OF GOD IN CHRIST
1425 BALZAR AVELAS VEGASNV89106NONEPCCHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT$25,000
GREAT LAKES SCIENCE CENTER
601 ERIESIDE AVECLEVELANDOH44114NONEPCCHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT$25,000
GREATER CLEVELAND FOOD BANK
15500 SOUTH WATERLOO RDCLEVELANDOH44110NONEPCCHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT$50,000
GREATMEDORG
4804 NW BETHANY BLVDPORTLANDOR97229NONEPCCHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT$10,000
HDSA NORTH EAST OHIO
1408 MURWOOD DRBRUNSWICKOH44212NONEPCCHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT$55,000
HINCKLEY TOWNSHIP
1410 RIDGE ROADHINCKLEYOH44233NONEPCCHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT$2,500
HOPE KIDS
PO BOX 28471SCOTTSDALEAZ85255NONEPCCHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT$25,000
HOPE KIDS
PO BOX 28471SCOTTSDALEAZ85255NONEPCCHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT$25,000
LIGHT HOUSE GUILD FOR THE BLIND
250 WEST 64TH STNEW YORKNY10023NONEPCCHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT$97,000
LIVING SAVIOR PRESCHOOL
8740 SW SAGERT STTUALATINOR97062NONEPCCHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT$5,000
MAURICE LUCAS FOUNDATION
PO BOX 1661LAKE OSWEGOOR97035NONEPCCHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT$5,000
MEDINA BASEBALL FEDERATION
PO BOX 1751MEDINAOH44258NONEPCCHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT$25,000
MEDINA BASEBALL FEDERATION
PO BOX 1751MEDINAOH44258NONEPCCHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT$25,000
MEDINA CITY FIRE DEPARTMENT
132 NORTH ELMWOOD AVEMEDINAOH44256NONEPCCHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT$50,000
MEDINA COUNTY HISTORICAL SOCIETY
206 NORTH ELMWOOD STMEDINAOH44256NONEPCCHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT$50,000
MEDINA POLICE DEPARTMENT
132 NORTH ELMWOOD AVEMEDINAOH44256NONEPCCHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT$50,000
MEDINA TOWNSHIP POLICE DEPARTMENT
3799 HUFFMAN RDMEDINAOH44256NONEPCCHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT$50,000
METRO CATHOLIC SCHOOL
1910 W 54 STREETCLEVELANDOH44102NONEPCCHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT$1,000
MISO-MIAMI SYMPHONY ORCHESTRA
3900 N MIAMI AVEMIAMIFL33127NONEPCCHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT$100,000
MONTVILLE POLICE DEPARTMENT
6665 WADSWORTH RDMEDINAOH44256NONEPCCHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT$50,000
MOUNTAINEER FOOD BANK INC
484 ENTERPRISE DRIVEGASSAWAYWV26624NONEPCCHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT$25,000
NEW AVENUES FOR YOUTH
1220 SW COLUMBIAPORTLANDOR97201NONEPCCHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT$10,000
OREGON MUSEUM OF SCIENCE & INDUSTRY
1945 WE WATER AVEPORTLANDOR97212NONEPCCHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT$20,000
PALM BEACH SYMPHONY
700 SOUTH DIXIE HWYWEST PALM BEACHFL33401NONEPCCHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT$100,000
PALM BEACH SYMPHONY
700 SOUTH DIXIE HWYWEST PALM BEACHFL33401NONEPCCHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT$100,000
PALM BEACH ZOO & CONSERVATION SOCIETY
1301 SUMMIT BLVDWEST PALM BEACHFL334053035NONEPCCHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT$100,000
PENN STATE THON
329 INNOVATION BLVDSTATE COLLEGEPA168036606NONEPCCHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT$10,000
PEPPERDINE LAW SCHOOL
24255 PACIFIC COAST HIGHWAYMALIBUCA902634451NONEPCCHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT$10,000
PLAY IT FORWARD
PO BOX 16756PORTLANDOR97292NONEPCCHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT$10,000
POIC ROSEMARY ANDERSON HIGH SCHOOL
717 N KILLINGSWORTH COURTPORTLANDOR97217NONEPCCHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT$5,000
PROVIDENCE ST VINCENT MEDICAL FOUNDATION
9205 SW BARNES RDPORTLANDOR97225NONEPCCHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT$10,000
RANDALL CHILDREN'S HOSPITAL FOUNDATION
PO BOX 4484PORTLANDOR97209NONEPCCHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT$15,000
RIVERBEND FARM FOUNDATION
3507 OLD WEYMOUTH RDMEDINAOH44256NONEPCCHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT$50,000
ROTARY FOUNDATION OF LAKEWOOD & ROCKY RIVER
24479 HEDGEWOOD WAYWESTLAKEOH441454129NONEPCCHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT$25,000
RUN HOME CAMPS
PO BOX 161WINDBERPA15963NONEPCCHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT$25,000
SCRIPPS RESEARCH TRANSLATIONAL INSTITUTE
10550 NORTH TORREY PINES RDLA JOLLACA92037NONEPCCHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT$500,000
SEWICKLEY ACADEMY
315 ACADEMY AVENUESEWICKLEYPA15143NONEPCCHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT$10,000
SEWICKLEY BOROUGH POLICE DEPARTMENT
601 THORN STREETSEWICKLEYPA15143NONEPCCHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT$50,000
SOUTH FLORIDA PBS INC
3401 S CONGRESS AVENUEBOYNTON BEACHFL334268401NONEPCCHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT$100,000
ST STEPHEN'S CHURCH
405 FREDERICK AVESEWICKLEYPA15143NONEPCCHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT$100,000
TETON VILLAGE SPECIAL FIRE DISTRICT
PO BOX 56TETON VILLAGEWY83025NONEPCCHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT$50,000
THE CITY MISSION
5310 CARNEGIE AVECLEVELANDOH44103NONEPCCHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT$25,000
THE CITY MISSION
5310 CARNEGIE AVECLEVELANDOH44103NONEPCCHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT$25,000
THE PARK ACADEMY
1915 SOUTH SHORE BLVDLAKE OSWEGOOR97034NONEPCCHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT$9,200
THE PARK ACADEMY
1915 SOUTH SHORE BLVDLAKE OSWEGOOR97034NONEPCCHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT$10,000
THE PARK ACADEMY
1915 SOUTH SHORE BLVDLAKE OSWEGOOR97034NONEPCCHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT$23,500
THE PARK ACADEMY
1915 SOUTH SHORE BLVDLAKE OSWEGOOR97034NONEPCCHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT$200,000
THOMAS FOUNDATION
4605 MACCORKLE AVE SWSOUTH CHARLESTONWV25309NONEPCCHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT$25,000
TIGER WOODS CHARITY EVENT CORPORATION
15440 LAGUNA CANYON RDIRVINECA92618NONEPCCHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT$54,000
TRI-C FOUNDATION
700 CARNEGIE AVECLEVELANDOH441152878NONEPCCHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT$24,500
UCLA FOUNDATION
10889 WILSHIRE BLVDLOS ANGELESCA90024NONEPCCHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT$100,000
WEST VIRGINIA UNIVERSITY FOUNDATION
ONE WATERFRONT PLACEMORGANTOWNWV265071650NONEPCCHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT$100,000
WISSAHICKON SKATING CLUB
550 WEST WILLOW GROVE AVECHESTNUT HILLPA19118NONEPCCHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT$5,000
WORLD FORESTRY CENTER
4033 SW CANYON RDPORTLANDOR97221NONEPCCHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT$5,000
WVSU FOUNDATION
PO BOX 1000INSTITUTEWV251121020NONEPCCHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT$25,000
YOUTH MUSIC PROJECT
2015 8TH AVENUEWEST LINNOR97068NONEPCCHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT$12,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$4,864,200TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,246,762ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,235,189ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$3,481,951ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,481,951TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
VANGUARD 500 INDEX$4,394,110$24,350,105
PUBLICLY TRADED EQUITIES - MERRILL LYNCH #07276$1,794,146$16,161,510
PUBLICLY TRADED EQUITIES - MERRILL LYNCH #02542$3,651,090$9,845,020
PUBLICLY TRADED EQUITIES - MERRILL LYNCH #02556$2,740,328$4,855,908

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMERRILL LYNCH MUTUAL FUNDSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$719,936BookValueAmt
EOYFMV$2,547,010EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescPROGRAM RELATED INVESTMENTSDesc
BOY Book Value$7,640,246BOYBookValueAmt
EOY Book Value$7,640,246EOYBookValueAmt
EOYFMV$7,640,246EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescBOOK-TAX DIFFERENCES IN INCOMEDesc
Amt$5,000Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES$150,608$150,608$0
INSURANCE$1,577$0$1,577
DUES & SUBSCRIPTIONS$200$0$200

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL ESTIMATED TAXCategoryTxt
Amt$84,529Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt