FETH FAMILY FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
FETH FAMILY FOUNDATION (EIN 45-4039737)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-04-28
IRS object ID
202641189349100909
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)
Return2026-04-28T10:02:39-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN363168081PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SIKICH LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14020 KINROSS LAKES PARKWAY SUITEAddressLine1Txt
Address Line2300AddressLine2Txt
CityRICHFIELDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44286ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN454039737EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE FETH FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFETHBusinessNameControlTxt
Phone3306157705PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line121 FURNACE ST UNIT 703AddressLine1Txt
CityAKRONCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44308ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWILLIAM FETHPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3303847302PhoneNum
Signature2026-04-26SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLAURA B CULPPreparerPersonNm
PTINP00050877PTIN
Phone3308646661PhoneNum
Preparation2026-04-26PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,621,073FMVAssetsEOYAmt
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$40,143DividendsRevAndExpnssAmt
Dividends Net Invst Incm$40,587DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$54,437NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$391,788GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$54,437CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$94,580TotalRevAndExpnssAmt
Total Net Invst Incm$95,024TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,636AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$4,636AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$8,379OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$8,379OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$200TaxesRevAndExpnssAmt
Taxes Net Invst Incm$433TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$200TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$13,215TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$8,812TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,836TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$274,750ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$274,750ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$287,965TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$8,812TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$279,586TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$193,385ExcessRevenueOverExpensesAmt
Net Investment Income$86,212NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$20,073SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$40,289SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$40,289SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$49,680USGovernmentObligationsBOYAmt
US Government Obligations EOY$50,023USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$50,023USGovtObligationsEOYFMVAmt
Corporate Bonds BOY$522,882CorporateBondsBOYAmt
Corporate Bonds EOY$454,879CorporateBondsEOYAmt
Corporate Bonds EOYFMV$454,879CorporateBondsEOYFMVAmt
Other Investments BOY$1,096,529OtherInvestmentsBOYAmt
Other Investments EOY$1,075,882OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,075,882OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,689,164TotalAssetsBOYAmt
Total Assets EOY$1,621,073TotalAssetsEOYAmt
Total Assets EOYFMV$1,621,073TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,689,164NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,621,073NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,689,164TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,621,073TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,689,164TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,621,073TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,689,164TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$193,385ExcessRevenueOverExpensesAmt
Other Increases$125,294OtherIncreasesAmt
Subtotal$1,621,073SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,621,073TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
Gross Sales Price$391,788GrossSalesPriceAmt
Cost Or Other Basis$337,351CostOrOtherBasisAmt
Gain Or Loss$54,437GainOrLossAmt
Gains Minus Excess Or Losses$54,437GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$54,437CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,198InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,198SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,198TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,926EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,926TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$728OverpaymentAmt
Applied To ES Tax$728AppliedToESTaxAmt
Refund$0RefundAmt

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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1CANDEE BROWNBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3303847217PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13421 RIDGEWOOD SUITE 100AddressLine1Txt
CityFAIRLAWNCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44333ZIPCd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
WILLIAM R FETH
21 FURNACE ST UNIT 703AKRONOH44308PRESIDENT1.00$0$0$0
KAREN W FETH
21 FURNACE ST UNIT 703AKRONOH44308TREASURER1.00$0$0$0
BRIAN S FETH
21 FURNACE ST UNIT 703AKRONOH44308SECRETARY1.00$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)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,629,710AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$31,268AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,660,978TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,660,978AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$24,915CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,636,063NetVlNoncharitableAssetsAmt
Minimum Investment Return$81,803MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$81,803MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,198TaxBasedOnInvestmentIncomeAmt
Total Tax$1,198TotalTaxAmt
Distributable Before Adj$80,605DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$80,605DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$80,605DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$279,586ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$279,586QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$80,605DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$219,411ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$202,537ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$264,540ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$216,924ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$213,522ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,116,934TotalExcessDistributionCyovAmt
Qualifying Distributions$279,586QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$80,605AppliedToCurrentYearAmt
Remaining Distri From Corpus$198,981RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,315,915TotalCorpusAmt
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$219,411ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,096,504ExcessDistriCyovToNextYrAmt
Excess From Year4$202,537ExcessFromYear4Amt
Excess From Year3$264,540ExcessFromYear3Amt
Excess From Year2$216,924ExcessFromYear2Amt
Excess From Year1$213,522ExcessFromYear1Amt
Excess From Current Year$198,981ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerWILLIAM R FETHContributingManagerNm
Contributing ManagerKAREN W FETHContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AIR FORCE ASSOCIATION
1501 LEE HIGHWAYARLINGTONVA222091198PCANNUAL PROGRAM SUPPORT$750
AKRON ART MUSEUM
1 SOUTH HIGH STAKRONOH44308PCANNUAL PROGRAM SUPPORT$2,500
AKRON COMMUNITY FOUNDATION
345 WEST CEDAR STAKRONOH44307PCANNUAL PROGRAM SUPPORT$2,500
AKRON-CANTON REGIONAL FOODBANK
350 OPPORTUNITY PARKWAYAKRONOH443072234PCANNUAL PROGRAM SUPPORT$3,000
APOLLO'S FIRE
3091 MAYFIELD RD SUITE 217CLEVELAND HEIGHTSOH44118PCANNUAL PROGRAM SUPPORT$2,500
BOY SCOUTS OF AMERICA
PO BOX 152079IRVINGTX750152079PCANNUAL PROGRAM SUPPORT$1,000
CASE WESTERN RESERVE
10900 EUCLID AVECLEVELANDOH44106PCANNUAL PROGRAM SUPPORT$5,000
CASE WESTERN RESERVE UNIVERSITY
10900 EUCLID AVECLEVELANDOH44106PCSCHOOL OF NURSING ANNUAL FUND$2,000
CLEVELAND CLINIC AKRON GENERAL
1 AKRON GENERAL AVENUEAKRONOH443987191PCANNUAL PROGRAM SUPPORT$5,000
CLEVELAND ORCHESTRA
11001 EUCLID AVECLEVELANDOH44106PCANNUAL FUND$10,000
CONCORDIA AT SUMNER
970 SUMNER PARKWAYCOPLEYOH44321PCGENERAL OPERATING FUND$1,000
CONSERVANCY FOR CUYAHOGA VALLEY NATIONAL PARK
1403 WEST HINES HILL RDPENINSULAOH44264PCANNUAL PROGRAM SUPPORT$750
CUYAHOGA VALLEY PRESERVATION & SCENIC RAILWAY ASSOCIATION
PO BOX 158PENINSULAOH44264PCANNUAL PROGRAM SUPPORT$5,000
CUYAHOGA VALLEY SCENIC RAILROAD
PO BOX 158PENINSULAOH44264PCPRESERVATION FOR GENERATIONS DONATION$2,500
EMERGE COUNSELING SERVICES
900 MULL AVEAKRONOH44313PCTO PROVIDE MENTAL HEALTH COUNSELING TO INDIVIDUALS WITHOUT MEDICAL INSURANCE OR PERSONAL RESOURCES$2,000
GRACE HOUSE
475 N HOWARD STREETAKRONOH44310PCANNUAL PROGRAM SUPPORT$1,000
HARVARD BUSINESS SCHOOL
86 BRATTLE STBOSTONMA02163PCHBS FUND$5,000
HAVEN OF REST MINISTRIES
175 EAST MARKET STAKRONOH44309PCANNUAL PROGRAM SUPPORT$15,000
HILLSDALE COLLEGE
33 E COLLEGE STREET SUITE 500HILLSDALEMI49242PCANNUAL PROGRAM SUPPORT$1,000
IN TOUCH MINISTRIES INC
PO BOX 7900ATLANTAGA30357PCANNUAL PROGRAM SUPPORT$5,000
IN TOUCH MINISTRIES INC
PO BOX 7900ATLANTAGA30357PCMESSENGERS LAB$1,750
LCMS WORLD RELIEF AND HUMAN CARE
1333 S KIRKWOOD ROADST LOUISMO631227295PCANNUAL PROGRAM SUPPORT$1,500
LUTHERAN BIBLE TRANSLATORS USA
PO BOX 789CONCORDIAMO64020PCSUPPORT FOR FEDERWITZ MINISTRY$5,000
LUTHERAN WORLD RELIEF
700 LIGHT STBALTIMOREMD21230PCANNUAL PROGRAM SUPPORT$1,500
MOBILE MEALS
1357 HOME AVE STE 1AKRONOH44310PCANNUAL PROGRAM SUPPORT$2,000
NEW YORK CENTRAL SYSTEM HISTORICAL SOCIETY
1014 LANE ALLEN ROADLEXINGTONKY40504PCANNUAL PROGRAM SUPPORT$1,000
OHIO LIVING FOUNDATION
9200 WORTHINGTON ROAD SUITE 300WESTERVILLEOH43082PCANNUAL PROGRAM SUPPORT$1,000
ONE-IN-SIX FOUNDATION
345 WEST CEDAR STAKRONOH44307PCANNUAL PROGRAM SUPPORT$750
OPPORTUNITY PARISH ECUMENICAL NEIGHBORHOOD MINISTRY - OPEN-M
941 PRINCETON STAKRONOH44311PCANNUAL PROGRAM SUPPORT$3,000
PROJECT LEARN OF SUMMIT COUNTY
60 S HIGH STAKRONOH44326PCANNUAL PROGRAM SUPPORT$1,500
SALVATION ARMY
190 S MAPLE STREETAKRONOH44302PCGENERAL SUPPORT$10,000
SALVATION ARMY
190 S MAPLE STREETAKRONOH44302PCGENERAL SUPPORT$10,000
SHELBY COUNTY HISTORICAL SOCIETY
PO BOX 376SIDNEYOH45365PCANNUAL PROGRAM SUPPORT$10,000
STAN HYWET HALL & GARDENS
714 NORTH PORTAGE PATHAKRONOH44303PCANNUAL PROGRAM SUPPORT$1,500
UNITED WAY OF SUMMIT COUNTY
37 N HIGH STAKRONOH44308PCBOLD GOALS INITIATIVE$100,000
UNITED WAY OF SUMMIT COUNTY
37 N HIGH STAKRONOH44308PCANNUAL PROGRAM SUPPORT$50,000
WESTERN RESERVE HISTORICAL SOCIETY
10825 EAST BLVDCLEVELANDOH44106PCANNUAL PROGRAM SUPPORT$750
WKSU KENT STATE UNIVERSITY
PO BOX 5190KENTOH44242PCANNUAL PROGRAM SUPPORT$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$274,750TotalGrantOrContriPdDurYrAmt
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$40,143ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$54,437ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$94,580ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$94,580TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$4,636Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$4,636DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$454,879EOYBookValueAmt
EOYFMV$454,879EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$50,023USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$50,023USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemETF-EQUITY FUNDSCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$1,075,882BookValueAmt
EOYFMV$1,075,882EOYFMVAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED APPRECIATION - INVESTMENTSDesc
Amt$125,294Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT AND MANAGEMENT FEESCategoryTxt
Amt$8,379Amt
Net Investment Income$8,379NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$0$433$0
OHIO CHARITABLE REGISTRATION$200$0$200

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