FETH FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- FETH FAMILY FOUNDATION (EIN 45-4039737)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-08-06
- IRS object ID
- 202402199349100800
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-08-06T09:01:50-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 363168081 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIKICH LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4020 KINROSS LAKES PARKWAY SUITE | AddressLine1Txt |
| Address Line2 | 300 | AddressLine2Txt |
| City | RICHFIELD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44286 | 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 | 454039737 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FETH FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FETH | BusinessNameControlTxt |
| Phone | 3306157705 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 FURNACE ST UNIT 703 | AddressLine1Txt |
| City | AKRON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44308 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM FETH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3303847302 | PhoneNum |
| Signature | 2024-07-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIDGETTE MUGGE | PreparerPersonNm |
| PTIN | P00671418 | PTIN |
| Phone | 3308646661 | PhoneNum |
| Preparation | 2024-07-31 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,752,093 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $43,968 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $43,364 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$24,049 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $506,803 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $19,919 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $43,364 | 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 | $3,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,800 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $9,706 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,706 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Net Invst Incm | $314 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $200 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $200 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,706 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,020 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $301,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $301,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $314,956 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,020 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $305,250 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$295,037 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $33,344 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $55,117 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $47,796 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $47,796 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,123,866 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,115,011 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,115,011 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $630,244 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $589,286 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $589,286 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,809,227 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,752,093 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,752,093 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,809,227 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,752,093 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,809,227 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,752,093 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,809,227 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,752,093 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,809,227 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$295,037 | ExcessRevenueOverExpensesAmt |
| Other Increases | $237,903 | OtherIncreasesAmt |
| Subtotal | $1,752,093 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,752,093 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $506,803 | GrossSalesPriceAmt |
| Cost Or Other Basis | $531,059 | CostOrOtherBasisAmt |
| Gain Or Loss | -$24,256 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$24,256 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$24,256 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $463 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $463 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $463 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,469 | 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 | $3,469 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,006 | OverpaymentAmt |
| Applied To ES Tax | $3,006 | 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 | TOBY S BLOSSOM | IndividualWithBooksNm |
| Phone | 3303847302 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 106 MAIN STREET 5TH FLOOR | AddressLine1Txt |
| City | AKRON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44308 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM FETH | ||||||||
| 21 FURNACE ST UNIT 703 | AKRON | OH | 44308 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| KAREN FETH | ||||||||
| 21 FURNACE ST UNIT 703 | AKRON | OH | 44308 | TREASURER | 1.00 | $0 | $0 | $0 |
| RICHARD HARRIS | ||||||||
| 21 FURNACE ST UNIT 703 | AKRON | OH | 44308 | SECRETARY | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,714,398 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $88,414 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,802,812 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,802,812 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $27,042 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,775,770 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $88,789 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $88,789 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $463 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $463 | TotalTaxAmt |
| Distributable Before Adj | $88,326 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $88,326 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $88,326 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $305,250 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $305,250 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $88,326 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $206,860 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $219,556 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $219,411 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $202,537 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $264,540 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,112,904 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $305,250 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $88,326 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $216,924 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,329,828 | 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 | $206,860 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,122,968 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $219,556 | ExcessFromYear4Amt |
| Excess From Year3 | $219,411 | ExcessFromYear3Amt |
| Excess From Year2 | $202,537 | ExcessFromYear2Amt |
| Excess From Year1 | $264,540 | ExcessFromYear1Amt |
| Excess From Current Year | $216,924 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLIAM FETH | ContributingManagerNm |
| Contributing Manager | KAREN FETH | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | FETH FAMILY FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 FURNACE ST UNIT 703 | AddressLine1Txt |
| City | AKRON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44308 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3306157705 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIFIC FORMAT OR REQUIRED CONTENT. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (50 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AIR FORCE ASSOCIATION | ||||||
| 1501 LEE HIGHWAY | ARLINGTON | VA | 222091198 | PC | ANNUAL PROGRAM SUPPORT | $750 |
| AKRON ART MUSEUM | ||||||
| 1 SOUTH HIGH ST | AKRON | OH | 44308 | PC | ANNUAL PROGRAM SUPPORT | $2,500 |
| AKRON CHILDREN'S HOSPITAL FOUNDATION | ||||||
| PO BOX 50 | AKRON | OH | 44309 | PC | ANNUAL PROGRAM SUPPORT | $1,000 |
| AKRON COMMUNITY FOUNDATION | ||||||
| 345 WEST CEDAR ST | AKRON | OH | 44307 | PC | BOARD FUND | $2,500 |
| AKRON GENERAL HEALTH SYSTEM | ||||||
| 1 AKRON GENERAL AVE | AKRON | OH | 44307 | PC | ANNUAL PROGRAM SUPPORT | $25,000 |
| AKRON ZOO | ||||||
| 500 EDGEWOOD AVE | AKRON | OH | 44307 | PC | CARE FOR RARE & ENDANGERED ANIMALS | $750 |
| AKRON-CANTON REGIONAL FOODBANK | ||||||
| 350 OPPORTUNITY PARKWAY | AKRON | OH | 443072234 | PC | ANNUAL PROGRAM SUPPORT | $3,000 |
| APOLLO'S FIRE | ||||||
| 3091 MAYFIELD RD SUITE 217 | CLEVELAND HEIGHTS | OH | 44118 | PC | ANNUAL PROGRAM SUPPORT | $2,500 |
| BATTERED WOMEN'S SHELTER | ||||||
| 974 E MARKET ST | AKRON | OH | 44305 | PC | ANNUAL PROGRAM SUPPORT | $750 |
| BOYS & GIRLS CLUB OF NORTHEAST OHIO | ||||||
| 6114 BROADWAY AVENUE | CLEVELAND | OH | 44127 | PC | ANNUAL PROGRAM SUPPORT FOR KIDS IN AKRON, OHIO | $750 |
| CASE WESTERN RESERVE | ||||||
| 10900 EUCLID AVE | CLEVELAND | OH | 44106 | PC | ANNUAL PROGRAM SUPPORT | $25,000 |
| CASE WESTERN RESERVE UNIVERSITY | ||||||
| 10900 EUCLID AVE | CLEVELAND | OH | 44106 | PC | SCHOOL OF NURSING ANNUAL FUND | $2,000 |
| CASE WESTERN RESERVE UNIVERSITY | ||||||
| 10900 EUCLID AVE | CLEVELAND | OH | 44106 | PC | PRIORITIES OF THE DEAN | $5,000 |
| CHILDREN'S CONCERT SOCIETY EJ THOMAS PERFORMING ARTS HALL | ||||||
| 198 HILL STREET | AKRON | OH | 44325 | PC | ANNUAL PROGRAM SUPPORT | $750 |
| CLEVELAND CLINIC AKRON GENERAL | ||||||
| 1 AKRON GENERAL AVENUE | AKRON | OH | 443987191 | PC | PRESIDENT'S FUND | $5,000 |
| CLEVELAND ORCHESTRA | ||||||
| 11001 EUCLID AVE | CLEVELAND | OH | 44106 | PC | ANNUAL FUND | $10,000 |
| CONSERVANCY FOR CUYAHOGA VALLEY NATIONAL PARK | ||||||
| 1403 WEST HINES HILL RD | PENINSULA | OH | 44264 | PC | ANNUAL PROGRAM SUPPORT | $750 |
| CUYAHOGA VALLEY SCENIC RAILROAD | ||||||
| PO BOX 158 | PENINSULA | OH | 44264 | PC | ANNUAL PROGRAM SUPPORT | $1,000 |
| CUYAHOGA VALLEY SCENIC RAILROAD | ||||||
| PO BOX 158 | PENINSULA | OH | 44264 | PC | PRESERVATION FOR GENERATIONS DONATION | $2,500 |
| EMERGE COUNSELING SERVICES | ||||||
| 900 MULL AVE | AKRON | OH | 44313 | PC | TO PROVIDE MENTAL HEALTH COUNSELING TO INDIVIDUALS WITHOUT MEDICAL INSURANCE OR PERSONAL RESOURCES | $2,000 |
| GRACE HOUSE | ||||||
| 475 N HOWARD STREET | AKRON | OH | 44310 | PC | ANNUAL PROGRAM SUPPORT | $1,000 |
| GREAT TRAIL COUNCIL BSA | ||||||
| 4500 HUDSON DRIVE | STOW | OH | 44224 | PC | ANNUAL PROGRAM SUPPORT | $1,000 |
| HARVARD BUSINESS SCHOOL | ||||||
| 86 BRATTLE ST | BOSTON | MA | 02163 | PC | HBS FUND | $5,000 |
| HAVEN OF REST MINISTRIES | ||||||
| 175 EAST MARKET ST | AKRON | OH | 44309 | PC | ANNUAL PROGRAM SUPPORT | $15,000 |
| HILLSDALE COLLEGE | ||||||
| 33 E COLLEGE STREET SUITE 500 | HILLSDALE | MI | 49242 | PC | ANNUAL PROGRAM SUPPORT | $1,000 |
| IN TOUCH MINISTRIES INC | ||||||
| PO BOX 7900 | ATLANTA | GA | 30357 | PC | ANNUAL PROGRAM SUPPORT | $5,000 |
| IN TOUCH MINISTRIES INC | ||||||
| PO BOX 7900 | ATLANTA | GA | 30357 | PC | MESSENGERS LAB | $1,750 |
| LUTHERAN BIBLE TRANSLATORS USA | ||||||
| PO BOX 789 | CONCORDIA | MO | 64020 | PC | SUPPORT FOR FEDERWITZ MINISTRY | $5,000 |
| LUTHERAN CHUCH - MISSOURI SYNOD - GLOBAL MISSION | ||||||
| PO BOX 66861 | ST LOUIS | MO | 63166 | PC | LCMS GLOBAL MISSION | $1,500 |
| LUTHERAN WORLD RELIEF | ||||||
| 700 LIGHT ST | BALTIMORE | MD | 21230 | PC | ANNUAL PROGRAM SUPPORT | $1,500 |
| MAPS AIR MUSEUM | ||||||
| 2260 INTERNATIONAL PARKWAY | NORTH CANTON | OH | 44720 | PC | ANNUAL PROGRAM SUPPORT | $750 |
| MOBILE MEALS | ||||||
| 1357 HOME AVE STE 1 | AKRON | OH | 44310 | PC | ANNUAL PROGRAM SUPPORT | $2,000 |
| NATIONAL MODEL RAILROAD ASSOC INC | ||||||
| PO BOX 1328 | SODDY DAISY | TN | 37384 | PC | ANNUAL PROGRAM SUPPORT | $750 |
| NEW YORK CENTRAL SYSTEM HISTORICAL SOCIETY | ||||||
| 1014 LANE ALLEN ROAD | LEXINGTON | KY | 40504 | PC | ANNUAL PROGRAM SUPPORT | $1,000 |
| OHIO LIVING FOUNDATION | ||||||
| 9200 WORTHINGTON ROAD SUITE 300 | WESTERVILLE | OH | 43082 | PC | ANNUAL PROGRAM SUPPORT | $1,000 |
| ONE-IN-SIX FOUNDATION | ||||||
| 345 WEST CEDAR ST | AKRON | OH | 44307 | PC | ANNUAL PROGRAM SUPPORT | $750 |
| OPPORTUNITY PARISH ECUMENICAL NEIGHBORHOOD MINISTRY - OPEN-M | ||||||
| 941 PRINCETON ST | AKRON | OH | 44311 | PC | ANNUAL PROGRAM SUPPORT | $2,000 |
| PROJECT LEARN OF SUMMIT COUNTY | ||||||
| 60 S HIGH ST | AKRON | OH | 44326 | PC | ANNUAL PROGRAM SUPPORT | $1,500 |
| SALVATION ARMY | ||||||
| 190 S MAPLE STREET | AKRON | OH | 44302 | PC | GENERAL SUPPORT | $20,000 |
| SHELBY COUNTY HISTORICAL SOCIETY | ||||||
| PO BOX 376 | SIDNEY | OH | 45365 | PC | ANNUAL PROGRAM SUPPORT | $10,000 |
| SHELBY COUNTY HISTORICAL SOCIETY | ||||||
| PO BOX 376 | SIDNEY | OH | 45365 | PC | WALLACE LEARNING CENTER | $25,000 |
| SIGMA NU EDUCATIONAL FOUNDATION INC | ||||||
| 9 NORTH LEWIS ST PO BOX 1869 | LEXINGTON | VA | 24450 | PC | ANNUAL PROGRAM SUPPORT | $750 |
| SOUTH STREET MINISTRIES | ||||||
| 130 W SOUTH ST | AKRON | OH | 44311 | PC | ANNUAL PROGRAM SUPPORT | $750 |
| STAN HYWET HALL & GARDENS | ||||||
| 714 NORTH PORTAGE PATH | AKRON | OH | 44303 | PC | ANNUAL PROGRAM SUPPORT | $750 |
| TRULY REACHING YOU MINISTRIES | ||||||
| PO BOX 814 | AKRON | OH | 44309 | PC | ANNUAL PROGRAM SUPPORT | $750 |
| TURNING POINT MINISTRY | ||||||
| PO BOX 3838 | SAN DIEGO | CA | 92163 | PC | ANNUAL PROGRAM SUPPORT | $750 |
| UNITED WAY OF SUMMIT COUNTY | ||||||
| 37 N HIGH ST | AKRON | OH | 44308 | PC | BOLD GOALS INITIATIVE | $50,000 |
| UNITED WAY OF SUMMIT COUNTY | ||||||
| 37 N HIGH ST | AKRON | OH | 44308 | PC | ANNUAL PROGRAM SUPPORT | $50,000 |
| WESTERN RESERVE HISTORICAL SOCIETY | ||||||
| 10825 EAST BLVD | CLEVELAND | OH | 44106 | PC | ANNUAL PROGRAM SUPPORT | $750 |
| WKSU KENT STATE UNIVERSITY | ||||||
| PO BOX 5190 | KENT | OH | 44242 | PC | ANNUAL PROGRAM SUPPORT | $750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $301,250 | 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 | $43,968 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$24,049 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $19,919 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $19,919 | 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 | PROFESSIONAL FEES | CategoryTxt |
| Amt | $3,800 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,800 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (11 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 50,000.000 SHS - ANALOG DEVICES INC 3.5% | $48,889 | $48,889 |
| 50,000.000 SHS - APPLE INC 3.25% | $48,755 | $48,755 |
| 50,000.000 SHS - CISCO SYSTEMS 2.95% | $48,380 | $48,380 |
| 50,000.000 SHS - JOHN DEERE CAPITAL CORP 3.4% | $49,179 | $49,179 |
| 50,000.000 SHS - INTERCONTINENTAL EXCHANGE 3.65% | $49,025 | $49,025 |
| 50,000.000 SHS - JP MORGAN CHASE & CO 3.625% | $49,580 | $49,580 |
| 50,000.000 SHS - MORGAN STANLEY SERIES 10YR 3.625% | $48,490 | $48,490 |
| 50,000.000 SHS - PACCAR FINANCIAL CORP 3.55% | $49,130 | $49,130 |
| 100,000.000 SHS - US TREASURY N/B 3.75% | $49,547 | $49,547 |
| 100,000.000 SHS - US TREASURY N/B 2.5% | $98,859 | $98,859 |
| 50,000.000 SHS - XILINX 2.95% | $49,452 | $49,452 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 292.000 SHS - ISHARES CORE S&P SMALL-CAP ETF | $31,609 | $31,609 |
| 3,835.000 SHS - ISHARES S&P 500 GROWTH ETF | $288,009 | $288,009 |
| 1,737.000 SHS - ISHARES S&P 500 VALUE ETF | $302,047 | $302,047 |
| 232.000 SHS - ISHARES CORE S&P MID-CAP ETF | $64,299 | $64,299 |
| 6,276.774 SHS - VANGUARD DEVELOPED MARKETS INDEX FUND - ADMIRAL SHARES | $131,773 | $131,773 |
| 612.000 SHS - VANGUARD FTSE EMERGING MARKETS ETF | $27,332 | $27,332 |
| 970.000 SHS - VANGUARD S&P 500 ETF | $269,942 | $269,942 |
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 | $200 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED APPRECIATION - INVESTMENTS | Desc |
| Amt | $237,903 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT AND MANAGEMENT FEES | CategoryTxt |
| Amt | $9,706 | Amt |
| Net Investment Income | $9,706 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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