FITZPATRICK FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- FITZPATRICK FOUNDATION INC (EIN 82-2443232)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-06-24
- IRS object ID
- 202641759349100804
- Schema version
- 2025v4.2
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-06-24T12:15:22-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4334 MUNSON STREET SUITE 200 | AddressLine1Txt |
| City | CANTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44718 | 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 | 822443232 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FITZPATRICK FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FITZ | BusinessNameControlTxt |
| Phone | 3303240576 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4334 MUNSON ST NW 202 | AddressLine1Txt |
| City | CANTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44718 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT J FITZPATRICK | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3303240576 | PhoneNum |
| Signature | 2026-06-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER COLEMAN | PreparerPersonNm |
| PTIN | P00743188 | PTIN |
| Phone | 3304972000 | PhoneNum |
| Preparation | 2026-06-22 | 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 | $2,692,707 | 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 | $200 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $28,682 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $28,682 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $88,225 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $121,013 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $88,225 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $117,107 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $116,907 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,859 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,644 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,215 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $15,867 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $15,867 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $200 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $20,926 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,511 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,215 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $44,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $44,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $64,926 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,511 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $45,215 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $52,181 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $97,396 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $23,395 | CashBOYAmt |
| Cash EOY | $4,537 | CashEOYAmt |
| Cash EOYFMV | $4,537 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $159,306 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $77,233 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $77,233 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,052,555 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,205,667 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,610,937 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,235,256 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,287,437 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,692,707 | 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 | $1,235,256 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,287,437 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,235,256 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,287,437 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,235,256 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,287,437 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,235,256 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $52,181 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,287,437 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,287,437 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 2025-12-31 | $118,480 | $32,788 | $85,692 | $85,692 | |
| CAPITAL GAINS DIVIDENDS | $2,533 | $2,533 | $2,533 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $88,225 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,354 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,354 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,354 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,720 | 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 | $1,720 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $366 | OverpaymentAmt |
| Applied To ES Tax | $366 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SCOTT FITZPATRICK | IndividualWithBooksNm |
| Phone | 3303240576 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4334 MUNSON ST NW STE 202 | AddressLine1Txt |
| City | CANTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44718 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| SCOTT FITZPATRICK | ||||||||
| 4334 MUNSON ST NW SUITE 202 | CANTON | OH | 44718 | PRESIDENT/VICE PRESIDENT | 0.10 | $0 | $0 | $0 |
| KAREN FITZPATRICK | ||||||||
| 4334 MUNSON ST NW SUITE 202 | CANTON | OH | 44718 | SECRETARY/TREASURER | 0.10 | $0 | $0 | $0 |
| SCOTT WARBURTON | ||||||||
| 4334 MUNSON ST NW SUITE 202 | CANTON | OH | 44718 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| DAVID JAMAL | ||||||||
| 4334 MUNSON ST NW SUITE 202 | CANTON | OH | 44718 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| EVAN LOVEJOY | ||||||||
| 4334 MUNSON ST NW SUITE 202 | CANTON | OH | 44718 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,297,256 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $135,989 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,433,245 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,433,245 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $36,499 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,396,746 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $119,837 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $119,837 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,354 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,354 | TotalTaxAmt |
| Distributable Before Adj | $118,483 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $118,483 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $118,483 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $45,215 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $45,215 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $118,483 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $102,281 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $73,509 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $68,885 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $151,552 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $396,227 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $45,215 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $45,215 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $73,268 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $73,268 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $322,959 | 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 | $29,013 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $293,946 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $73,509 | ExcessFromYear4Amt |
| Excess From Year3 | $68,885 | ExcessFromYear3Amt |
| Excess From Year1 | $151,552 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SCOTT FITZPATRICK | ContributingManagerNm |
| Contributing Manager | KAREN FITZPATRICK | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SCOTT J FITZPATRICK | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4334 MUNSON ST NW SUITE 202 | AddressLine1Txt |
| City | CANTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44718 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3303240576 | RecipientPhoneNum |
| Form And Info And Materials | NO STANDARD FORM REQUIRED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN HEART ASSOCIATION | |||||||
| PO BOX 4002907 | DES MOINES | IA | 50340 | N/A | PC | GENERAL SUPPORT | $5,000 |
| ARTS IN STARK | |||||||
| 900 CLEVELAND AVE NW | CANTON | OH | 44702 | N/A | PC | GENERAL SUPPORT | $5,000 |
| BAY COLONY DOLLARS FOR SCHOLARS | |||||||
| 8700 BAY COLONY DR | NAPLES | FL | 34108 | N/A | PC | GENERAL SUPPORT | $1,000 |
| BROOKSIDE SCHOLARSHIP FUND INC | |||||||
| 1800 CANTON AVE NW | CANTON | OH | 44708 | N/A | NC | ENDOWMENT FUND | $2,500 |
| CANTON BALLET | |||||||
| 1001 MARKET AVENUE NORTH | CANTON | OH | 44702 | N/A | PC | GENERAL SUPPORT | $1,000 |
| CANTON PALACE THEATRE ASSOCIATION | |||||||
| 605 MARKET AVENUE NORTH | CANTON | OH | 44702 | N/A | PC | GENERAL SUPPORT | $1,000 |
| COMMQUEST SERVICES INC | |||||||
| 601 CLEVELAND AVENUE NW | CANTON | OH | 44702 | N/A | PC | GENERAL SUPPORT | $1,000 |
| MERCY SERVICE LEAGUE | |||||||
| 1320 MERCY DRIVE NW | CANTON | OH | 44708 | N/A | PC | WINE WOMEN & SHOES | $2,500 |
| PARKINSONS ASSOCIATION OF SOUTHWEST FLORIDA | |||||||
| 2575 NORTHBROOKE PLAZA DRIVE 301 | NAPLES | FL | 34119 | N/A | PC | GENERAL SUPPORT | $5,000 |
| UNITED WAY OF GREATER STARK COUNTY | |||||||
| 401 MARKET AVENUE N 300 | CANTON | OH | 44702 | N/A | PC | GENERAL SUPPORT | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $44,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28,682 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $88,225 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $116,907 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $116,907 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,859 | Amt |
| Net Investment Income | $3,644 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,215 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (49 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC - 240 SHARES | $13,993 | $75,116 |
| AMAZON COM INC - 780 SHARES | $120,276 | $180,040 |
| AMERICAN EXPRESS CO - 42 SHARES | $10,929 | $15,538 |
| AMPHENOL CORP - 376 SHARES | $8,396 | $50,813 |
| APPLE - 728 SHARES | $111,965 | $197,914 |
| ARISTA NETWORKS INC - 188 SHARES | $2,395 | $24,634 |
| BANK OF AMERICA CORP - 417 SHARES | $12,155 | $22,935 |
| BROADCOM INC - 65 SHARES | $10,465 | $22,497 |
| CAMECO CORP - 922 SHARES | $10,962 | $84,354 |
| CATERPILLAR INC - 49 SHARES | $21,045 | $28,071 |
| CHART INDUSTRIES INC - 122 SHARES | $24,273 | $25,160 |
| CHEVRON CORP - 86 SHARES | $10,837 | $13,107 |
| CMS ENERGY CORP - 116 SHARES | $5,551 | $8,112 |
| COCA COLA CO - 197 SHARES | $9,552 | $13,772 |
| COSTCO WHOLESALE CORP - 31 SHARES | $7,192 | $26,733 |
| FREEPORT - MCMORAN COPPER & GOLD - 484 SHARES | $13,930 | $24,582 |
| GE HEALTHCARE TECHNOLOGIES INC - 125 SHARES | $10,752 | $10,253 |
| HOME DEPOT INC - 56 SHARES | $10,511 | $19,270 |
| HONEYWELL INTERNATIONAL | $22,761 | $21,460 |
| ILLUMINA INC - 84 SHARES | $10,796 | $11,017 |
| INTUITIVE SURGICAL INC - 72 SHARES | $13,221 | $40,778 |
| INVESCO S&P 500 EQUAL WEIGHT - 254 SHARES | $28,119 | $48,656 |
| ISHARES CORE MSCI EAFE ETF - 1173 SHARES | $94,569 | $104,937 |
| ISHARES CORE S&P 500 ETF - 365 SHARES | $100,122 | $250,003 |
| ISHARES CORE S&P MID - CAP ETF - 1490 SHARES | $55,940 | $98,340 |
| ISHARES CORE S&P SMALL - CAP ETF - 1040 SHARES | $75,675 | $124,987 |
| JPMORGAN CHASE - 541 SHARES | $48,755 | $174,321 |
| MASTERCARD INC - 69 SHARES | $14,710 | $39,391 |
| MICROSOFT CORP - 222 SHARES | $25,094 | $107,364 |
| NEWMONT CORP - 360 SHARES | $24,443 | $35,946 |
| NEXTERA ENERGY INC - 168 SHARES | $7,506 | $13,487 |
| NVIDIA CORP - 1224 SHARES | $15,012 | $228,276 |
| PARAMETRIC VOL RSK PREM-DEFENS-FD - 2714.6290 SHARES | $31,197 | $46,282 |
| PARKER HANNIFIN CORP - 44 SHARES | $9,456 | $38,674 |
| PEPSICO INC - 61 SHARES | $10,789 | $8,755 |
| PRINCIPAL MIDCAP FUND OPEN-END - 752.5460 SHARES | $21,525 | $32,292 |
| PROCTER & GAMBLE CO - 111 SHARES | $10,012 | $15,907 |
| REPUBLIC SERVICES INC - 132 SHARES | $9,986 | $27,975 |
| ROPER TECHNOLOGIES - 38 SHARES | $11,369 | $16,915 |
| RTX CORP - 79 SHARES | $5,834 | $14,489 |
| SEAGATE TECHNOLOGY HOLDINGS PLC - 53 SHARES | $5,381 | $14,596 |
| SHERWIN WILLIAMS CO - 36 SHARES | $5,216 | $11,665 |
| SOLSTICE ADVANCED - 27 SHARES | $1,399 | $1,312 |
| THERMO FISHER SCIENTIFIC - 58 SHARES | $14,514 | $33,608 |
| TRADE DESK INC - 51 SHARES | $5,403 | $1,936 |
| TRANSOCEAN LTD FGN COM - 5261 SHARES | $22,728 | $21,728 |
| WALMART INC - 1413 SHARES | $75,971 | $157,422 |
| WHEATON PRECIOUS METALS - 114 SHARES | $5,929 | $13,397 |
| XYLEM INC - 89 SHARES | $7,056 | $12,120 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OHIO FILING FEES | Desc |
| Revenue And Expenses Per Books | $200 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES | CategoryTxt |
| Amt | $15,867 | Amt |
| Net Investment Income | $15,867 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |