LOIS SISLER MCFAWN FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LOIS SISLER MCFAWN FOUNDATION (EIN 34-6508111)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-05
- IRS object ID
- 202411269349101911
- Schema version
- 2023v5.0
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-05T14:01:19-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920460586 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PWC US TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4300 E CAMELBACK ROAD STE 475 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 346508111 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SISLER MCFAWN FOUNDATION PFDN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SISL | BusinessNameControlTxt |
| Phone | 8009999658 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4900 TIEDEMAN ROAD OH-01-49-0381 | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44144 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEYBANK BYP S CHMURA | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 8009999658 | PhoneNum |
| Signature | 2024-04-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY E KUHLIN | PreparerPersonNm |
| PTIN | P00353001 | PTIN |
| Phone | 4123556000 | PhoneNum |
| Preparation | 2024-04-15 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | 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 | $21,931,554 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $463,627 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $459,805 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $151,532 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,863,856 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $151,532 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $615,159 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $611,337 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $193,479 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $72,148 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $121,331 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $550 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $550 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $24,477 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $9,477 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $2,772 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,148 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,624 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $221,278 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $82,773 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $123,505 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,004,986 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,004,986 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,226,264 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $82,773 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,128,491 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$611,105 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $528,564 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $104,303 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $142,676 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $142,676 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $14,253,073 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $13,592,863 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $21,788,878 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $14,357,376 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,735,539 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $21,931,554 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $14,357,376 | CapitalStockBOYAmt |
| Capital Stock EOY | $13,735,539 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,357,376 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,735,539 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,357,376 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,735,539 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,357,376 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$611,105 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $13,746,271 | SubtotalAmt |
| Other Decreases | $10,732 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $13,735,539 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 200000. JOHN DEERE CAPITAL CORP | 2019-02-22 | 2023-10-12 | $200,000 | $200,000 | |||
| 500. ISHARES CORE S&P 500 ETF $5.06600 | 2015-02-11 | 2023-08-23 | $222,888 | $104,147 | $118,741 | $118,741 | |
| 1000. ISHARES RUSSELL 1000 VALUE INDEX$2.40900 | 2012-05-22 | 2023-04-28 | $154,059 | $65,756 | $88,303 | $88,303 | |
| 600. ISHARES RUSSELL 1000 GRW INDEX $1.54300 | 2012-12-03 | 2023-04-28 | $147,530 | $39,541 | $107,989 | $107,989 | |
| 400. ISHARES RUSSELL 1000 GRW INDEX $1.54300 | 2012-12-03 | 2023-12-28 | $121,934 | $26,361 | $95,573 | $95,573 | |
| 12450. ISHARES BARCLAYS MBS BOND FUND CLOSED-END FUND | 2023-04-28 | $1,179,533 | $1,292,910 | -$113,377 | -$113,377 | ||
| 26379.58 NEUBERGER BERMAN EMERG MKTS EQTY OPEN-END FUND INSTL CL | 2023-12-15 | $456,367 | $483,540 | -$27,173 | -$27,173 | ||
| 7053.84 T ROWE PRICE EMERGING MKTS STK $0.240 | 2019-09-27 | 2023-12-19 | $239,760 | $297,108 | -$57,348 | -$57,348 | |
| 17826.97 TEMPLETON GLOBAL BOND FUND OPEN-END FUND ADV CL | 2023-09-05 | $131,206 | $202,961 | -$71,755 | -$71,755 | ||
| CAPITAL GAIN DIVIDENDS | $10,579 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,579 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,579 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,579 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,579 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,579 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,579 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,579 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,579 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $151,532 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,347 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,347 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,347 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,681 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $17,681 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $10,334 | OverpaymentAmt |
| Applied To ES Tax | $7,348 | AppliedToESTaxAmt |
| Refund | $2,986 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEYBANK NATIONAL ASSOCOATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2168134556 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4900 TIEDEMAN RD OH-01-49-0381 | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441442302 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|
| KEYBANK NATIONAL ASSOCIATION | ||||||
| 127 PUBLIC SQ | CLEVELAND | OH | 44114 | TRUSTEE | 2 | $96,197 |
| MICHAEL A AYERS | ||||||
| 1250 BRIARHILL DR | FAIRLAWN | OH | 443331122 | GRANT MANAGER | 2 | $97,282 |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $21,057,702 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $26,462 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $21,084,164 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $21,084,164 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $316,262 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,767,902 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,038,395 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,038,395 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,347 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,347 | TotalTaxAmt |
| Distributable Before Adj | $1,031,048 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,031,048 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,031,048 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,128,491 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,128,491 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,031,048 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $135,473 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $91,102 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $73,982 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $141,635 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $442,192 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,128,491 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,031,048 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $97,443 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $539,635 | 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 | $135,473 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $404,162 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $91,102 | ExcessFromYear4Amt |
| Excess From Year3 | $73,982 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $141,635 | ExcessFromYear1Amt |
| Excess From Current Year | $97,443 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MICHAEL AYERS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 149 | AddressLine1Txt |
| City | AKRON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 443090149 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3306681266 | RecipientPhoneNum |
| Form And Info And Materials | LETTER FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | PRIOR TO MEETINGS IN MAY, SEPTEMBER AND DECEMBER | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS GIVEN PRIMARILY TO AKRON OHIO ORGANIZATIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (118 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| EMBRACING FUTURES | |||||||
| 19 N HIGH ST | AKRON | OH | 44308 | NONE | PC | GENERAL OPERATING | $10,000 |
| VICTIM ASSISTANCE PROGRAM | |||||||
| 137 SOUTH MAIN STREET SUITE 300 | AKRON | OH | 44308 | NONE | PC | GENERAL OPERATING | $6,000 |
| VICTORY GALLOP | |||||||
| 1745 N HAMETOWN RD | AKRON | OH | 44333 | NONE | PC | GENERAL OPERATING | $6,000 |
| AMERICAN RED CROSS | |||||||
| 431 18TH ST NW | WASHINGTON | DC | 20006 | NONE | PC | GENERAL OPERATING | $12,000 |
| APOLLO'S FIRE | |||||||
| 3091 MAYFIELD ROAD SUITE 217 | CLEVELAND | OH | 44118 | NONE | PC | GENERAL OPERATING | $6,000 |
| ALCHEMY INC | |||||||
| 481 CRESTMONT CT | COPLEY | OH | 443212941 | NONE | PC | GENERAL OPERATING | $2,500 |
| AUTISM SOCIETY OF GREATER AKRON | |||||||
| 580 GRANT ST | AKRON | OH | 44311 | NONE | PC | GENERAL OPERATING | $3,000 |
| OPEN M | |||||||
| 941 PRINCETON ST | AKRON | OH | 44311 | NONE | PC | GENERAL OPERATING | $25,000 |
| THE WELL CDC | |||||||
| 647 E MARKET ST | AKRON | OH | 44304 | NONE | PC | GENERAL OPERATING | $12,500 |
| CONSERVANCY CUY VALLEY NAT PARK | |||||||
| 1403 W HINES HILL RD | PENINSULA | OH | 44264 | NONE | PC | GENERAL OPERATING | $6,000 |
| FIRST TEE OF AKRON | |||||||
| 2000 S HAWKINS AVE | AKRON | OH | 44314 | NONE | PC | GENERAL OPERATING | $2,500 |
| EMMANUEL CHRISTIAN ACADAMY | |||||||
| 350 S PORTAGE PATH | AKRON | OH | 44320 | NONE | PC | GENERAL OPERATING | $5,000 |
| THE GRIEFCARE PLACE | |||||||
| 4499 DARROW RD | STOW | OH | 44224 | NONE | PC | GENERAL OPERATING | $1,000 |
| LIMITLESS AMBITION | |||||||
| P O BOX 2358 | STOW | OH | 44224 | NONE | PC | GENERAL OPERATING | $2,500 |
| HUMILITY OF MARY HOUSING | |||||||
| 320 GUYS RUN RD | AKRON | OH | 44319 | NONE | PC | GENERAL OPERATING | $2,000 |
| CANDID | |||||||
| 32 OLD SLIP 24TH FLOOR | NEW YORK | NY | 100050000 | NONE | PC | GENERAL OPERATING | $3,000 |
| GOODWILL INDUSTRIES OF AKRON | |||||||
| 570 E WATERLOO RD | AKRON | OH | 44319 | NONE | PC | GENERAL OPERATING | $12,500 |
| INNER CITY SOCCER | |||||||
| 865 ROSLYN AVE | AKRON | OH | 44320 | NONE | PC | GENERAL OPERATING | $3,000 |
| FIRST GLANCE STUDENT CENTER | |||||||
| 943 KENMORE BLVD | AKRON | OH | 443142149 | NONE | PC | GENERAL OPERATING | $3,000 |
| NATIONAL INVENTORS HALL OF FAME | |||||||
| 600 DULANY ST | ALEXANDRIA | VA | 22314 | NONE | PC | GENERAL OPERATING | $10,000 |
| THE SALVATION ARMY | |||||||
| 615 SLATERS LN | ALEXANDRIA | VA | 22314 | NONE | PC | GENERAL OPERATING | $10,000 |
| SOUTH STREET MINISTRIES INC | |||||||
| 130 W SOUTH ST | AKRON | OH | 443111964 | NONE | PC | GENERAL OPERATING | $10,000 |
| CORE FURNITURE BANK | |||||||
| 2900 STATE ROAD UNIT 3 PO BOX 1192 | CUYAHOGA FALLS | OH | 44223 | NONE | PC | GENERAL OPERATING | $7,000 |
| SUMMIT CHRISTIAN SCHOOL | |||||||
| 5010 HAZEL AVE | FAIR OAKS | CA | 956284023 | NONE | PC | GENERAL OPERATING | $4,000 |
| GASP | |||||||
| 2320 HIGHLAND AVE S STE 270 | BIRMINGHAM | AL | 352052900 | NONE | PC | GENERAL OPERATING | $4,000 |
| BUILDING FOR TOMORROW | |||||||
| 100 WEST CEDAR STREET | AKRON | OH | 443072569 | NONE | PC | GENERAL OPERATING | $15,000 |
| STAN HYWET HALL & GARDENS | |||||||
| 714 N PORTAGE PATH | AKRON | OH | 44303 | NONE | PC | GENERAL OPERATING | $25,000 |
| PHILANTHROPY OHIO | |||||||
| 500 S FRONT ST STE 900 | COLUMBUS | OH | 432157628 | NONE | PC | GENERAL OPERATING | $1,486 |
| LAW ENFORCEMENT FOUNDATION INC | |||||||
| 6277 RIVERSIDE DR STE 1S | DUBLIN | OH | 430175447 | NONE | PC | GENERAL OPERATING | $7,500 |
| TRICOUNTY JOBS FOR OHIO GRADUATES | |||||||
| 1333 HOME AVE | AKRON | OH | 443102512 | NONE | PC | GENERAL SUPPORT | $4,000 |
| OHIO LIVING | |||||||
| 9200 WORTHINGTON RD STE 300 | WESTERVILLE | OH | 430827240 | NONE | PC | GENERAL OPERATING | $5,000 |
| LEADERSHIP AKRON | |||||||
| 37 N HIGH ST | AKRON | OH | 443081970 | NONE | PC | GENERAL OPERATING | $32,500 |
| OHIO FOUNDATION OF INDEPENDENT COLLEGES | |||||||
| 250 E BROAD ST UNIT 1700 | COLUMBUS | OH | 43215 | NONE | PC | GENERAL OPERATING | $65,000 |
| CLEVELAND MUSEUM OF NATURAL HISTORY | |||||||
| 1 WADE OVAL DR | CLEVELAND | OH | 441061701 | NONE | PC | GENERAL OPERATING | $5,000 |
| HIRAM HOUSE | |||||||
| 33775 HIRAM TRAIL | CHAGRIN FALLS | OH | 440221397 | NONE | PC | GENERAL OPERATING | $7,500 |
| GREENLEAF FAMILY CENTER | |||||||
| 580 GRANT ST | AKRON | OH | 443119910 | NONE | PC | GENERAL OPERATING | $10,000 |
| JEWISH FAMILY SERVICES OF AKRON | |||||||
| 750 WHITE POND DR | AKRON | OH | 44320 | NONE | PC | GENERAL SUPPORT | $3,000 |
| WESTERN RESERVE HISTORICAL SOCIETY | |||||||
| 10825 EAST BLVD | CLEVELAND | OH | 441061703 | NONE | PC | GENERAL OPERATING | $15,000 |
| OHIOGUIDESTONE | |||||||
| 202 E BAGLEY RD | BEREA | OH | 440172058 | NONE | PC | GENERAL SUPPORT | $2,500 |
| GIRL SCOUTS OF NORTH EAST OHIO | |||||||
| 1 GIRL SCOUT WAY | MACEDONIA | OH | 440562156 | NONE | PC | GENERAL OPERATING | $5,000 |
| GREAT TRAIL COUNCIL BSA | |||||||
| 4500 HUDSON DR | STOW | OH | 44224 | NONE | PC | GENERAL SUPPORT | $5,000 |
| AKRON BLIND CENTER & WORKSHOP INC | |||||||
| 325 E MARKET ST | AKRON | OH | 443041340 | NONE | PC | GENERAL OPERATING | $3,000 |
| TUESDAY MUSICAL ASSOCIATION | |||||||
| 1041 WEST MARKET ST SUITE 200 | AKRON | OH | 443137103 | NONE | PC | GENERAL OPERATING | $6,000 |
| AKRON ART MUSEUM | |||||||
| 1 S HIGH ST | AKRON | OH | 443081801 | NONE | PC | GENERAL OPERATING | $7,500 |
| PLANNED PARENTHOOD OF GREATER OHIO | |||||||
| 444 W EXCHANGE ST | AKRON | OH | 443021711 | NONE | PC | GENERAL OPERATING | $7,500 |
| BIG BROTHERS BIG SISTERS OF SUMMIT MEDIN | |||||||
| 50 SOUTH MAIN STREET SUITE LL 110 | AKRON | OH | 443081860 | NONE | PC | GENERAL OPERATING | $3,000 |
| AKRON GENERAL FOUNDATION | |||||||
| 1 AKRON GENERAL AVE | AKRON | OH | 443072432 | NONE | PC | GENERAL OPERATING | $5,000 |
| LAWRENCE SCHOOL | |||||||
| 1551 E WALLINGS RD | BROADVIEW HTS | OH | 441471317 | NONE | PC | GENERAL OPERATING | $7,500 |
| INTERNATIONAL SOAP BOX DERBY INC | |||||||
| 1000 GEORGE WASHINGTON BLVD | AKRON | OH | 443123004 | NONE | PC | GENERAL OPERATING | $8,000 |
| MAGICAL THEATRE COMPANY | |||||||
| 564 W TUSCARAWAS AVE STE 307 | BARBERTON | OH | 442038217 | NONE | PC | GENERAL OPERATING | $13,000 |
| CUYAHOGA VALLEY ART CENTER | |||||||
| 2131 FRONT ST | CUYAHOGA FLS | OH | 442213219 | NONE | PC | GENERAL OPERATING | $10,000 |
| AKRONCANTON REGIONAL FOODBANK | |||||||
| 350 OPPORTUNITY PKWY | AKRON | OH | 443072234 | NONE | PC | GENERAL OPERATING | $25,000 |
| UNITED DISABILITY SERVICES INC | |||||||
| 701 S MAIN ST | AKRON | OH | 443111019 | NONE | PC | GENERAL OPERATING | $10,000 |
| DR BOBS HOME | |||||||
| 855 ARDMORE AVE | AKRON | OH | 443021240 | NONE | PC | GENERAL OPERATING | $2,500 |
| PEGASUS FARM | |||||||
| 7490 EDISON ST NE | HARTVILLE | OH | 446329328 | NONE | PC | GENERAL SUPPORT | $8,000 |
| URBAN OUNCE OF PREVENTION BEHAVIORAL HEA | |||||||
| 1735 S HAWKINS AVE | AKRON | OH | 443203902 | NONE | PC | GENERAL OPERATING | $15,000 |
| BALLET THEATRE OF OHIO | |||||||
| 265 N MAIN ST STE 13 | MUNROE FALLS | OH | 442621090 | NONE | PC | GENERAL OPERATING | $5,500 |
| PREGNANCY SOLUTIONS SERVICES INC | |||||||
| 3136 MANCHESTER RD | COVENTRY TWP | OH | 443191407 | NONE | PC | GENERAL OPERATING | $3,000 |
| SUMMIT EDUCATION INITIATIVE | |||||||
| 120 E MILL ST STE 303 | AKRON | OH | 443081745 | NONE | PC | GENERAL OPERATING | $10,000 |
| BOYS & GIRLS CLUBS OF NORTHEAST OHIO | |||||||
| 4111 PEARL AVE | LORAIN | OH | 440552527 | NONE | PC | GENERAL OPERATING | $10,000 |
| CASA BOARD VOLUNTEER ASSOCIATION INC | |||||||
| 650 DAN ST | AKRON | OH | 443103909 | NONE | PC | GENERAL OPERATING | $6,000 |
| FAMILY COMMUNITY SERVICES INC | |||||||
| 705 OAKWOOD ST STE 221 | RAVENNA | OH | 442662196 | NONE | PC | GENERAL OPERATING | $30,000 |
| IDEASTREAM | |||||||
| 1375 EUCLID AVE | CLEVELAND | OH | 441151826 | NONE | PC | GENERAL OPERATING | $7,500 |
| GREATER AKRON MUSICAL ASSOCIATION INC SP | |||||||
| 92 N MAIN ST | AKRON | OH | 443081932 | NONE | PC | GENERAL OPERATING | $10,000 |
| AKRON ZOOLOGICAL PARK | |||||||
| 500 EDGEWOOD AVE | AKRON | OH | 443072114 | NONE | PC | GENERAL OPERATING | $7,500 |
| UNIVERSITY OF AKRON FOUNDATION | |||||||
| 302 BUCHTEL MALL | AKRON | OH | 443256220 | NONE | PC | GENERAL OPERATING | $25,000 |
| KENT STATE UNIVERSITY FOUNDATION | |||||||
| PO BOX 5190 | KENT | OH | 442420001 | NONE | PC | GENERAL OPERATING | $7,500 |
| MUSICAL ARTS ASSOCIATION | |||||||
| 11001 EUCLID AVENUE | CLEVELAND | OH | 441061713 | NONE | PC | GENERAL OPERATING | $20,000 |
| PREVENT BLINDNESS OHIO | |||||||
| 1500 W THIRD ST STE 200 | COLUMBUS | OH | 432122817 | NONE | PC | GENERAL OPERATING | $5,000 |
| CHILDRENS CONCERT SOCIETY | |||||||
| 198 HILL ST | AKRON | OH | 443250501 | NONE | PC | GENERAL OPERATING | $4,000 |
| FAMILY PROMISE OF SUMMIT COUNTY | |||||||
| PO BOX 10076 | AKRON | OH | 44310 | NONE | PC | GENERAL OPERATING | $8,500 |
| SOUTH AKRON YOUTH MENTORSHIP | |||||||
| 647 E MARKET ST | AKRON | OH | 443041620 | NONE | PC | GENERAL OPERATING | $3,000 |
| AKRON CHILDRENS MUSEUM | |||||||
| 216 S MAIN ST | AKRON | OH | 443081315 | NONE | PC | GENERAL OPERATING | $20,000 |
| GIRLS ON THE RUN NORTHEAST OHIO | |||||||
| 8929 BRECKSVILLE ROAD REAR UNIT | BRECKSVILLE | OH | 441412301 | NONE | PC | GENERAL OPERATING | $3,000 |
| CORNERSTONE OF HOPE | |||||||
| PO BOX 1291 | POLLOCK PINES | CA | 957261291 | NONE | PC | GENERAL OPERATING | $3,000 |
| GROUND WORKS | |||||||
| 102 N KROHN PL STE 116 | SIOUX FALLS | SD | 571031839 | NONE | PC | GENERAL OPERATING | $3,500 |
| HABITAT FOR HUMANITY OF GREATER AKRON | |||||||
| 2301 ROMIG RD | AKRON | OH | 44320 | NONE | PC | GENERAL OPERATING | $6,000 |
| VANTAGE AGING | |||||||
| 388 S MAIN ST STE 325 | AKRON | OH | 443111045 | NONE | PC | GENERAL OPERATING | $7,500 |
| HUMANE SOCIETY OF GREATER AKRON | |||||||
| 7996 DARROW RD | TWINSBURGH | OH | 44087 | NONE | PC | GENERAL OPERATING | $5,000 |
| ST MARY SCHOOL | |||||||
| 750 SOUTH MAIN ST | AKRON | OH | 44311 | NONE | PC | GENERAL OPERATING | $12,000 |
| UNITED WAY OF SUMMIT COUNTY | |||||||
| 37 N HIGH ST | AKRON | OH | 44308 | NONE | PC | GENERAL OPERATING | $30,000 |
| BALLET EXCEL OHIO | |||||||
| PO BOX 3131 | CUYAHOGA FALLS | OH | 44223 | NONE | PC | GENERAL OPERATING | $3,500 |
| TRULY REACHING YOU | |||||||
| 587 BAIRD ST | AKRON | OH | 443111804 | NONE | PC | GENERAL OPERATING | $5,000 |
| CHRIST CHILD SOCIETY | |||||||
| 5101 WISCONSIVE AVE NW SUITE 102 | WASHINGTON | DC | 20016 | NONE | PC | GENERAL OPERATING | $7,000 |
| STUDENTS WITH A GOAL | |||||||
| 1862 BRADFORD POINTE LN | AKRON | OH | 443135099 | NONE | PC | GENERAL OPERATING | $5,000 |
| COMMUNITY LEGAL AID | |||||||
| 50 S MAIN ST 800 | AKRON | OH | 44308 | NONE | PC | GENERAL OPERATING | $10,000 |
| SAFETY FORCES SUPPORT CENTER | |||||||
| 501 W MARKET ST | AKRON | OH | 443031842 | NONE | PC | GENERAL OPERATING | $3,000 |
| SUMMIT COUNTY HISTORICAL SOCIETY | |||||||
| 550 COPLEY ROAD | AKRON | OH | 44320 | NONE | PC | GENERAL OPERATING | $9,000 |
| FREEDOM HOUSE FOR WOMEN | |||||||
| 1101 7TH AVE | AKRON | OH | 44306 | NONE | PC | GENERAL OPERATING | $5,500 |
| GOOD NEIGHBORS INC | |||||||
| PO BOX 640 | STAFFORDSVILLE | KY | 41256 | NONE | PC | GENERAL OPERATING | $5,000 |
| GRACE HOUSE | |||||||
| 846 CHINOOK AVE | AKRON | OH | 44305 | NONE | PC | GENERAL OPERATING | $10,000 |
| HAVEN OF REST MINISTRIES | |||||||
| 175 E MARKET ST | AKRON | OH | 44308 | NONE | PC | GENERAL OPERATING | $6,000 |
| INTERVAL BROTHERHOOD HOMES | |||||||
| 3445 S MAIN STREET | AKRON | OH | 44319 | NONE | PC | GENERAL SUPPORT | $7,500 |
| AKRON COOPERATIVE FARMS | |||||||
| 743 GAYLAN DR | AKRON | OH | 44310 | NONE | PC | GENERAL OPERATING | $2,500 |
| AKRON CIVIC THEATRE | |||||||
| 182 S MAIN ST | AKRON | OH | 44308 | NONE | PC | GENERAL OPERATING | $7,500 |
| ART RESOURCES TRANSFORMATION LLC | |||||||
| 526 S MAIN ST | AKRON | OH | 44311 | NONE | PC | GENERAL OPERATING | $2,000 |
| ADAPTIVE SPORTS PROGRAM OF OHIO | |||||||
| 1720 ENTERPRISE PKWY SUITE C | WOOSTER | OH | 44691 | NONE | PC | GENERAL OPERATING | $3,500 |
| ARTSPARKS | |||||||
| PO BOX 1061 | CUYAHOGA FALLS | OH | 44223 | NONE | PC | GENERAL OPERATING | $1,000 |
| BATTERED WOMEN'S SHELTER | |||||||
| 382 CARROLL ST | AKRON | OH | 44325 | NONE | PC | GENERAL OPERATING | $20,000 |
| CATHOLIC CHARITIES SUMMIT COUNTY | |||||||
| 812 BIRUTA ST | AKRON | OH | 44307 | NONE | PC | GENERAL OPERATING | $6,000 |
| COLEMAN HEALTH SERVICES | |||||||
| 5982 RHODES ROAD | KENT | OH | 44240 | NONE | PC | GENERAL OPERATING | $7,500 |
| CUYAHOGA VALLEY SCENIC RAILROAD | |||||||
| 7900 OLD ROCKSIDE RD | INDEPENDENCE | OH | 44131 | NONE | PC | GENERAL OPERATING | $17,500 |
| DIVERSITY CENTER OF OHIO | |||||||
| 3659 GREEN RD 220 | BEACHWOOD | OH | 44122 | NONE | PC | GENERAL OPERATING | $2,500 |
| DOWN SYNDROME ASSOCIATION OF NE OHIO | |||||||
| 6533-B BRECKSVILLE RD | INDEPENDENCE | OH | 44131 | NONE | PC | GENERAL OPERATING | $2,500 |
| ANAL CORRIDOR COALITION | |||||||
| 47 WEST EXCHANGE STREET | AKRON | OH | 44308 | NONE | PC | GENERAL OPERATING | $6,000 |
| EMBRACE CLINIC & CARE CENTER | |||||||
| 180 1ST ST NW | BARBERTON | OH | 44203 | NONE | PC | GENERAL OPERATING | $2,000 |
| EMPOWER SPORTS CORP | |||||||
| 3210 EUCLID AVENUE | CLEVELAND | OH | 44115 | NONE | PC | GENERAL OPERATING | $2,500 |
| GREAT LAKES SCIENCE MUSEUM | |||||||
| 601 ERIESIDE AVE | CLEVELAND | OH | 44114 | NONE | PC | GENERAL OPERATING | $5,000 |
| GOOD SAMARITAN HUNGER CENTER | |||||||
| 420 S HAWKINS AVE | AKRON | OH | 44320 | NONE | PC | GENERAL OPERATING | $2,500 |
| HATTIE LARLHAM | |||||||
| 9772 DIAGONAL RD | MANTUA | OH | 44255 | NONE | PC | GENERAL OPERATING | $7,500 |
| JUNIOR ACHIEVEMENT OF NORTH CENTRAL OHIO | |||||||
| 4353 EXECUTIVE CIR NW | CANTON | OH | 44718 | NONE | PC | GENERAL OPERATING | $8,000 |
| JEWISHAKRON | |||||||
| 750 WHITE POND DRIVE | AKRON | OH | 44320 | NONE | PC | GENERAL OPERATING | $5,000 |
| YOUNG MEN'S CHRISTIAN ASSOCIATIONOF AKR | |||||||
| 50 S MAIN STREET | AKRON | OH | 44308 | NONE | PC | GENERAL OPERATING | $15,000 |
| PROJECT ED BEAR | |||||||
| 3862 GRANGER RD | AKRON | OH | 44333 | NONE | PC | GENERAL OPERATING | $2,500 |
| RAPE CRISIS CENTER MEDINA | |||||||
| 120 W WASHINGTON ST 3D | MEDINA | OH | 44256 | NONE | PC | GENERAL OPERATING | $6,000 |
| RONALD MCDONALD HOUSE CHARITIES OF NE OH | |||||||
| 10415 EUCLID AVENUE CLEVELAND | CLEVELAND | OH | 44106 | NONE | PC | GENERAL OPERATING | $13,000 |
| SUMMIT CHORAL SOCIETY | |||||||
| 140 E MARKET ST | AKRON | OH | 44308 | NONE | PC | GENERAL OPERATING | $15,500 |
| WAPS RADIO | |||||||
| 60 S HIGH ST | AKRON | OH | 44312 | NONE | PC | GENERAL OPERATING | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,004,986 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $463,627 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $151,532 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $615,159 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $615,159 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $550 | Amt |
| Disbursements Charitable Prps | $550 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (34 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 256206103 DODGE & COX INTERNAT | AT COST | $591,111 | $680,540 |
| 464287804 ISHARES CORE S&P SMA | AT COST | $313,013 | $1,125,800 |
| 464288638 ISHARES INTERMEDIATE | AT COST | $789,197 | $759,200 |
| 464289511 ISHARES LONG-TERM CO | AT COST | $258,798 | $263,450 |
| 46432F339 ISHARES EDGE MSCI US | AT COST | $446,491 | $559,132 |
| 46432F842 ISHARES CORE MSCI EA | AT COST | $714,691 | $885,636 |
| 46434G103 ISHARES CORE MSCI EM | AT COST | $141,884 | $151,740 |
| 92206C870 VANGUARD INTERM-TERM | AT COST | $430,833 | $390,144 |
| 949746RW3 WELLS FARGO & COMPAN | AT COST | $200,306 | $191,578 |
| 464287200 ISHARES CORE S&P 500 | AT COST | $1,696,384 | $4,776,300 |
| 464288588 ISHARES BARCLAYS MBS | |||
| 24422EUM9 JOHN DEERE CAPITAL C | |||
| 46434V613 ISHARES CORE TOTAL U | AT COST | $272,998 | $230,350 |
| 464287614 ISHARES RUSSELL 1000 | AT COST | $395,410 | $1,819,020 |
| 72201U638 PIMCO MORTAGE OPP & | AT COST | $200,000 | $169,982 |
| 172967HT1 CITIGROUP INCDTD 6/1 | AT COST | $200,823 | $198,300 |
| 77956H864 T ROWE PRICE EMERGIN | |||
| 464287242 ISHARES IBOXX $INVES | AT COST | $632,257 | $619,696 |
| 412295107 HARDING LOEVNER INTL | AT COST | $497,954 | $590,041 |
| 641224415 NEUBERGER BERMAN EME | |||
| 464287440 ISHARES BARCLAYS7-10 | AT COST | $225,620 | $202,419 |
| 464288661 ISHARES BARCLAYS 3-7 | AT COST | $204,105 | $210,834 |
| 89233P5T9 TOYOTA MOTOR CREDIT | |||
| 464287598 ISHARES RUSSELL 1000 | AT COST | $986,334 | $2,478,750 |
| 031162BY5 AMGEN INC DTD 5/1/20 | AT COST | $201,212 | $194,860 |
| 46137V357 INVESCO S&P 500 EQUA | AT COST | $648,753 | $789,000 |
| 880208400 TEMPLETON GLOBAL BON | |||
| 46653M849 JOHCM INTERNATIONAL | AT COST | $602,029 | $587,828 |
| 464287507 ISHARES CORE S&P MID | AT COST | $494,039 | $1,385,750 |
| 40057KUL5 GS FINANCE CORP | AT COST | $500,000 | $586,095 |
| 00771X419 GQG PART EMERG MKTS | AT COST | $327,000 | $320,153 |
| 65339KCH1 NEXTERA ENERGY CAP 4 | AT COST | $191,346 | $199,638 |
| 74926P316 RBC EMERGING MARKETS | AT COST | $263,000 | $263,642 |
| 92206C771 VANGUARD MTG-BACKED | AT COST | $1,167,275 | $1,159,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| ROUNDING | $12 |
| PY RETURN OF CAPITAL ADJ | $7,326 |
| ROC ADJ ON CY SALE | $3,394 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER ALLOCABLE EXPENSE-PRINCI | $1,424 | $0 | $1,424 |
| STATE FILING/TAXES PAID | $200 | $0 | $200 |
| REAL ESTATE EXPENSE ON NON-REN | $1,148 | $1,148 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $7,360 | $7,360 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $15,000 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $2,117 | $2,117 | $0 |
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