FIBUS FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- FIBUS FAMILY FOUNDATION (EIN 34-1340458)
- Tax period
- 2022-06-01 to 2023-05-31
- Filed
- 2024-02-12
- IRS object ID
- 202410439349101116
- Schema version
- 2022v5.0
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-02-12T15:33:17-06:00 | ReturnTs |
| Tax Period End | 2023-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341897225 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HILL BARTH & KING LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6603 SUMMIT DRIVE | AddressLine1Txt |
| City | CANFIELD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44406 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341340458 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIBUSHENDRICKS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FIBU | BusinessNameControlTxt |
| Phone | 3305447171 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 470 | AddressLine1Txt |
| City | NILES | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44446 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | C KENNETH FIBUS | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3305447171 | PhoneNum |
| Signature | 2024-02-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | C | PersonFirstNm |
| Person Last | KENNETH FIBUS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES DASCENZO | PreparerPersonNm |
| PTIN | P00045020 | PTIN |
| Phone | 3307588613 | PhoneNum |
| Preparation | 2024-02-06 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $23,631,896 | 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 | $16,876,058 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $401,843 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $401,843 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $498,894 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,136,291 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $498,894 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $17,776,795 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $900,737 | 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 |
| Taxes Rev And Expnss | $15,463 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $200 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $118,356 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $118,291 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $65 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $133,819 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $118,291 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $265 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $645,472 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $645,472 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $779,291 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $118,291 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $645,737 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $16,997,504 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $782,446 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $22,857 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,878,872 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,878,872 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $5,127,279 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $5,066,477 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,202,040 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,522,308 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,663,916 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,296,342 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,103,406 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,022,631 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $6,521,239 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,631,865 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $23,631,896 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $6,521,239 | CapitalStockBOYAmt |
| Capital Stock EOY | $23,631,865 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,521,239 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $23,631,865 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,521,239 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $23,631,865 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,521,239 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $16,997,504 | ExcessRevenueOverExpensesAmt |
| Other Increases | $113,122 | OtherIncreasesAmt |
| Subtotal | $23,631,865 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $23,631,865 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (43 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| DOUBLELINE CORE FIXED INCOME 1 | P | 2021-12-31 | 2022-07-19 | $481,687 | $554,115 | -$72,428 | -$72,428 |
| FIDELITY ADVISOR INTL SMALL CAP 1 | P | 2022-03-09 | 2022-07-19 | $10,426 | $11,469 | -$1,043 | -$1,043 |
| FIDELITY LOW PRICED STOCK | P | 2021-09-10 | 2022-07-19 | $107,266 | $118,856 | -$11,590 | -$11,590 |
| HARDING LOEVNER INTERNATIONAL EQ INSTL | P | 2021-12-31 | 2022-07-19 | $18,953 | $24,338 | -$5,385 | -$5,385 |
| METROPOLITAN WEST TOTAL RETURN BD 1 | P | 2021-12-31 | 2022-07-19 | $468,651 | $540,741 | -$72,090 | -$72,090 |
| FIDELITY CONTRAFUND | P | 2021-02-12 | 2022-07-19 | $14,985 | $19,238 | -$4,253 | -$4,253 |
| DOUBLELINE CORE FIXED INCOME 1 | P | 2020-12-31 | 2022-07-19 | $424,144 | $482,624 | -$58,480 | -$58,480 |
| FIDELITY ADVISOR INTL SMALL CAP 1 | P | 2020-12-31 | 2022-07-19 | $37,229 | $34,392 | $2,837 | $2,837 |
| FIDELITY CONTRAFUND | P | 2020-12-31 | 2022-07-19 | $1,444,135 | $736,542 | $707,593 | $707,593 |
| FIDELITY LOW PRICED STOCK | P | 2020-12-31 | 2022-07-19 | $1,254,895 | $1,031,493 | $223,402 | $223,402 |
| HARDING LOEVNER INTERNATIONAL EQ INSTL | P | 2020-12-31 | 2022-07-19 | $105,010 | $86,732 | $18,278 | $18,278 |
| METROPOLITAN WEST TOTAL RETURN BD 1 | P | 2020-12-31 | 2022-07-19 | $468,566 | $534,646 | -$66,080 | -$66,080 |
| T. ROWE PRICE COMM & TECH ADVISOR | P | 2020-12-31 | 2022-07-19 | $1,160 | $1,653 | -$493 | -$493 |
| T. ROWE PRICE GLOBAL TECHNOLOGY | P | 2020-12-31 | 2022-07-19 | $1,024 | $2,254 | -$1,230 | -$1,230 |
| T. ROWE PRICE HEALTH SCIENCES | P | 2020-12-31 | 2022-07-19 | $5,146 | $5,720 | -$574 | -$574 |
| T. ROWE PRICE NEW HORIZONS | P | 2020-12-31 | 2022-07-19 | $18,878 | $30,530 | -$11,652 | -$11,652 |
| AON PLC REG SHS | D | 2022-08-10 | 2022-12-19 | $75,684 | $75,832 | -$148 | -$148 |
| CAPITAL ONE FINL | D | 2022-08-10 | 2022-12-19 | $30,596 | $38,825 | -$8,229 | -$8,229 |
| EQUITY RESIDENTIAL | D | 2022-08-10 | 2022-12-19 | $40,477 | $53,196 | -$12,719 | -$12,719 |
| FORD MOTOR CO | D | 2022-08-10 | 2022-12-19 | $18,876 | $25,391 | -$6,515 | -$6,515 |
| FIFTH THIRD BANCORP | D | 2022-08-10 | 2022-12-19 | $88,370 | $100,489 | -$12,119 | -$12,119 |
| INTERCONTINENTAL | D | 2022-08-10 | 2022-12-19 | $59,326 | $63,135 | -$3,809 | -$3,809 |
| INTUIT INC | D | 2022-08-10 | 2022-12-19 | $74,172 | $92,562 | -$18,390 | -$18,390 |
| NVIDIA | D | 2022-08-10 | 2022-12-19 | $223,761 | $242,553 | -$18,792 | -$18,792 |
| NUTRIEN LTD REG SHS | D | 2022-08-10 | 2022-12-19 | $50,849 | $61,965 | -$11,116 | -$11,116 |
| NIKE INC CL B | D | 2022-08-10 | 2022-12-19 | $55,360 | $60,259 | -$4,899 | -$4,899 |
| ORGANON AND CO REG SHS | D | 2022-08-10 | 2022-12-19 | $815 | $944 | -$129 | -$129 |
| PEPSICO INC | D | 2022-08-10 | 2022-12-19 | $25,832 | $24,931 | $901 | $901 |
| TEXAS INSTRUMENTS | D | 2022-08-10 | 2022-12-19 | $182,857 | $199,199 | -$16,342 | -$16,342 |
| TRAVELERS COS INC | D | 2022-08-10 | 2022-12-19 | $36,849 | $32,932 | $3,917 | $3,917 |
| TESLA INC | D | 2022-08-10 | 2022-12-19 | $10,252 | $18,298 | -$8,046 | -$8,046 |
| CAPITAL ONE FINL | D | 2022-09-08 | 2022-12-19 | $9,380 | $11,223 | -$1,843 | -$1,843 |
| EQUITY RESIDENTIAL | D | 2022-09-08 | 2022-12-19 | $12,422 | $15,936 | -$3,514 | -$3,514 |
| FORD MOTOR CO | D | 2022-09-08 | 2022-12-19 | $5,790 | $7,653 | -$1,863 | -$1,863 |
| NVIDIA | D | 2022-09-12 | 2022-12-19 | $16,835 | $14,819 | $2,016 | $2,016 |
| TESLA INC | D | 2022-09-12 | 2022-12-19 | $2,229 | $4,495 | -$2,266 | -$2,266 |
| AMGEN INC COM | D | 2022-08-10 | 2023-01-23 | $39,093 | $37,576 | $1,517 | $1,517 |
| CINN FINCL CRP OHIO | D | 2022-08-10 | 2023-01-23 | $19,364 | $18,497 | $867 | $867 |
| FEDEX CORP DELAWARE COM | D | 2022-08-10 | 2023-01-23 | $62,961 | $76,269 | -$13,308 | -$13,308 |
| L3HARRIS TECHNOLOGIES | D | 2022-08-10 | 2023-01-23 | $71,247 | $86,083 | -$14,836 | -$14,836 |
| MERCK AND CO INC SHS | D | 2022-08-10 | 2023-01-23 | $32,862 | $26,722 | $6,140 | $6,140 |
| L3HARRIS TECHNOLOGIES | D | 2022-09-08 | 2023-01-23 | $21,877 | $26,346 | -$4,469 | -$4,469 |
| GOLDMAN SACHS GROUP CLD | D | 2022-09-08 | 2023-03-08 | $6,000 | $5,924 | $76 | $76 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $498,894 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,876 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,876 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,876 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,400 | 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 | $12,400 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $103 | EsPenaltyAmt |
| Overpayment | $1,421 | OverpaymentAmt |
| Applied To ES Tax | $1,421 | 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 | ROBERT K HENDRICKS JR | IndividualWithBooksNm |
| Phone | 3305447171 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 470 | AddressLine1Txt |
| City | NILES | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44446 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT K HENDRICKS JR | ||||||||
| 8805 N PALMYRA RD | CANFIELD | OH | 44406 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| AMY F HENDRICKS | ||||||||
| 8805 N PALMYRA RD | CANFIELD | OH | 44406 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $16,400,696 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,519,870 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,920,566 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $17,920,566 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $268,808 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,651,758 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $882,588 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $882,588 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,876 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,876 | TotalTaxAmt |
| Distributable Before Adj | $871,712 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $871,712 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $871,712 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $645,737 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $645,737 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $871,712 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $165,277 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $37,482 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $92,583 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $112,468 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $76,747 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $484,557 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $645,737 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $645,737 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $225,975 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $225,975 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $258,582 | 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 | $258,582 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $69,367 | ExcessFromYear3Amt |
| Excess From Year2 | $112,468 | ExcessFromYear2Amt |
| Excess From Year1 | $76,747 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT K HENDRICKS JR | ContributingManagerNm |
| Contributing Manager | AMY F HENDRICKS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACADEMY PREP CENTER OF TAMPA | ||||||
| 1407 E COLUMBUS DR | TAMPA | FL | 33605 | PUBLIC CHARITY | IN HONOR OF JOHN & KAREN LEVY | $1,000 |
| ADOLPH AND ROSE LEVIS JEWISH COMMUNITY CENTER | ||||||
| 21050 95TH AVE S | BOCA RATON | FL | 33428 | PUBLIC CHARITY | FOR OPERATIONS | $5,000 |
| AKRON CHILDREN'S HOSPITAL MAHONING VALLEY | ||||||
| 6505 MARKET ST | BOARDMAN | OH | 44512 | PUBLIC CHARITY | FOR OPERATIONS | $5,000 |
| AMERICAN CANCER SOCIETY | ||||||
| 525 N BROAD ST | CANFIELD | OH | 44406 | PUBLIC CHARITY | FOR OPERATIONS | $2,500 |
| AMERICAN HEART ASSOCIATION | ||||||
| 840 SOUTHWESTERN RUN | YOUNGSTOWN | OH | 44514 | PUBLIC CHARITY | TRI-COUNTY HEART BALL | $10,000 |
| BALLET WESTERN RESERVE | ||||||
| 218 W BOARDMAN ST | YOUNGSTOWN | OH | 44503 | PUBLIC CHARITY | FOR OPERATIONS | $2,500 |
| CENTER FOR JEWISH COMMUNITY STUDIES | ||||||
| 7 CHURCH LANE | BALTIMORE | MD | 21208 | PUBLIC CHARITY | FOR OPERATIONS | $10,000 |
| CENTRAL FUND OF ISRAEL | ||||||
| 461 CENTRAL AVE | CEDARHUST | NY | 11516 | PUBLIC CHARITY | FOR OPERATIONS | $10,000 |
| CLASSROOMS WITHOUT BORDERS | ||||||
| 4905 FIFTH AVE | PITTSBURGH | PA | 15213 | PUBLIC CHARITY | FOR OPERATIONS | $8,372 |
| CLEVELAND CLINIC FOUNDATION | ||||||
| 2500 METROHEALTH DR | CLEVELAND | OH | 44109 | PUBLIC CHARITY | PLEDGE PAYMENT 1 OF 5 | $60,500 |
| CONGREGATION RODEF SHOLOM | ||||||
| 1119 ELM ST | YOUNGSTOWN | OH | 44505 | PUBLIC CHARITY | FOR OPERATIONS | $2,000 |
| EVERETT JEWISH LIFE CENTER | ||||||
| 36 MASSEY AVE | CHAUTAUQUA | NY | 14722 | PUBLIC CHARITY | FOR OPERATIONS | $1,000 |
| FAIRHAVEN FOUNDATION | ||||||
| 45 NORTH ROAD | NILES | OH | 44446 | PUBLIC CHARITY | FOR OPERATIONS | $1,000 |
| GOLDEN STRING INC | ||||||
| 334 N PEARL ST | YOUNGSTOWN | OH | 44506 | PUBLIC CHARITY | GABBA CAMP PROJECT | $25,000 |
| ITEC FOUNDATION | ||||||
| 165 E 56TH STREET 2ND FLOOR | NEW YORK | NY | 10022 | PUBLIC CHARITY | TO FUND TENNIS EDUCATION FOR YOUTH | $105,000 |
| JARC FLORIDA | ||||||
| 21160 95TH AVENUE SOUTH | BOCA RATON | FL | 33428 | PUBLIC CHARITY | FOR OPERATIONS | $1,000 |
| JCC OF GREATER PITTSBURGH | ||||||
| 5738 FORBES AVE | PITTSBURGH | PA | 15217 | PUBLIC CHARITY | FOR OPERATIONS | $1,000 |
| JEWISH FEDERATION OF PALM BEACH | ||||||
| 1 HARVARD CIR 100 | WEST PALM BEACH | FL | 33409 | PUBLIC CHARITY | TO SUPPORT THE FURTHERANCE OF THE MISSION OF THE FEDERATION | $27,000 |
| JEWISH FEDERATION OF SPBC (WOMEN'S FOUNDATION) | ||||||
| 9901 DONNA KLEIN BLVD | BOCA RATON | FL | 33428 | PUBLIC CHARITY | FOR OPERATIONS | $2,000 |
| KLINE FAMILY FUND FOR OVARIAN CANCER RESEARCH | ||||||
| PO BOX 710811 | COLUMBUS | OH | 43721 | PUBLIC CHARITY | FOR OPERATIONS | $5,000 |
| MAHONING VALLEY HISTORICAL SOCIETY | ||||||
| 325 W FEDERAL ST | YOUNGSTOWN | OH | 44503 | PUBLIC CHARITY | FOR OPERATIONS | $500 |
| MT CALVARY PENTECOSTAL CHURCH | ||||||
| 1812 OAK HILL AVE | YOUNGSTOWN | OH | 44507 | PUBLIC CHARITY | FOR OPERATIONS | $25,000 |
| PHANTOMS YOUTH HOCKEY ASSOCIATION | ||||||
| 360 MCCLURG RD | BOARDMAN | OH | 44512 | PUBLIC CHARITY | FOR OPERATIONS | $500 |
| RUSH UNIVERSITY MEDICAL CENTER | ||||||
| 600 S PAULINA ST SUITE 524 | CHICAGO | IL | 60612 | PUBLIC CHARITY | FOR OPERATIONS | $5,000 |
| SIGHT FOR ALL | ||||||
| 966 5TH STREET | STRUTHERS | OH | 44471 | PUBLIC CHARITY | FOR OPERATIONS | $15,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||
| 600 WATERFRONT DR 210 | PITTSBURGH | PA | 15222 | PUBLIC CHARITY | FOR OPERATIONS | $100 |
| STEEL VALLEY EXPOS | ||||||
| 234 ROBBINS AVE | NILES | OH | 44446 | PUBLIC CHARITY | FOR OPERATIONS | $1,000 |
| THE CANFIELD FAIR FOUNDATION | ||||||
| PO BOX 250 | CANFIELD | OH | 44406 | PUBLIC CHARITY | FOR OPERATIONS | $5,000 |
| THE CHAUTAUQUA LAKE ASSOCIATION | ||||||
| 429 E TERRACE AVE | LAKEWOOD | NY | 14750 | PUBLIC CHARITY | FOR OPERATIONS | $1,000 |
| THE MICHAEL J FOX FOUNDATION | ||||||
| PO BOX 5014 | HAGERSTOWN | MD | 21741 | PUBLIC CHARITY | FOR OPERATIONS | $50,000 |
| TREE OF LIFE | ||||||
| 0 WOODLAND RD | PITTSBURGH | PA | 15232 | PUBLIC CHARITY | FOR OPERATIONS | $50,000 |
| UNITED WAY | ||||||
| 255 WATT ST | YOUNGSTOWN | OH | 44505 | PUBLIC CHARITY | CARE CLOSET SPONSORSHIP | $25,000 |
| YOUNGSTOWN AREA JEWISH FEDERATION | ||||||
| 505 GYPSY LN | YOUNGSTOWN | OH | 44504 | PUBLIC CHARITY | FIBUS FAMILY FUND | $150,000 |
| YOUNGSTOWN BUSINESS INCUBATOR | ||||||
| 241 W FEDERAL ST | YOUNGSTOWN | OH | 44503 | PUBLIC CHARITY | TO FUND THE FIBUS MANUFACTURING LAB | $30,000 |
| YWCA MAHONING VALLEY | ||||||
| 25 W RAYEN AVE | YOUNGSTOWN | OH | 44503 | PUBLIC CHARITY | FOR OPERATIONS | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $645,472 | 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 | $401,843 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $498,894 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $900,737 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $900,737 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | ACTIVITY PROVIDES FUNDS TO ALLOW FOUNDATION TO CONTINUE EXEMPT PURPOSE | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| DINESOL PLASTICS INC | |||||||
| 1 | PO BOX 470 | NILES | OH | 44446 | $250,000 | Yes (X) | |
| C KENNETH FIBUS | |||||||
| 2 | PO BOX 470 | NILES | OH | 44446 | $3,818,430 | Yes (X) | |
| C KENNETH FIBUS | |||||||
| 3 | PO BOX 470 | NILES | OH | 44446 | $12,807,628 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 3 | ContributorNum |
| Noncash Property | MARKETABLE SECURITIES BEQUEATHED AT DEATH | NoncashPropertyDesc |
| Fair Market Value | $12,807,628 | FairMarketValueAmt |
| Received | 2022-10-27 | ReceivedDt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | MUTUAL FUNDS - BOND FUNDS | BondNm |
| EOY Book Value | $2,103,406 | EOYBookValueAmt |
| EOYFMV | $2,022,631 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MUTUAL FUNDS - EQUITY AND ETF FUNDS | StockNm |
| EOY Book Value | $14,522,308 | EOYBookValueAmt |
| EOYFMV | $14,663,916 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,856,711 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,881,631 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $3,270,568 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $3,184,846 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $118,291 | $118,291 | $0 |
| OFFICE EXPENSE | $65 | $0 | $65 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJUSTMENT | Desc |
| Amt | $113,122 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE FILING FEE | $200 | $0 | $200 |
| FEDERAL TAXES | $15,263 | $0 | $0 |
Comments