FITZPATRICK FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- FITZPATRICK FOUNDATION INC (EIN 82-2443232)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-08-14
- IRS object ID
- 202412279349100336
- 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 Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-08-14T14:50:01-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 388 SOUTH MAIN STREET SUITE 420 | AddressLine1Txt |
| City | AKRON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44311 | 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 | 822443232 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FITZPATRICK FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FITZ | BusinessNameControlTxt |
| Phone | 3303240576 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4334 MUNSON ST NW STE 202 | AddressLine1Txt |
| City | CANTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44718 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT FITZPATRICK | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3303240576 | PhoneNum |
| Signature | 2024-07-01 | 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 | DAVID M SUPELAK | PreparerPersonNm |
| PTIN | P01650725 | PTIN |
| Phone | 3303760100 | PhoneNum |
| Preparation | 2024-06-25 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,658,168 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $200 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $20,950 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,950 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $35,359 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $58,520 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $40,247 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $56,509 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $61,197 | 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 | $3,220 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,415 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $805 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $10,614 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,614 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $200 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,034 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,029 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $805 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $42,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $42,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $56,034 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,029 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $42,805 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $475 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $48,168 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,900 | CashBOYAmt |
| Cash EOY | $3,681 | CashEOYAmt |
| Cash EOYFMV | $3,681 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $78,704 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $105,910 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $105,910 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $942,318 | CorporateStockBOYAmt |
| Corporate Stock EOY | $920,806 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,548,577 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,029,922 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,030,397 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,658,168 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,029,922 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,030,397 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,029,922 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,030,397 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,029,922 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,030,397 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,029,922 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $475 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,030,397 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,030,397 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 2022-12-31 | 2023-12-31 | $24,178 | $15,470 | $8,708 | $8,708 | |
| PUBLICLY TRADED SECURITIES | 2022-12-31 | 2023-12-31 | $32,904 | $2,803 | $30,101 | $30,101 | |
| CAPITAL GAINS DIVIDENDS | $1,438 | $1,438 | $1,438 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $40,247 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $670 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $670 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $670 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,216 | 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 | $4,216 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,546 | OverpaymentAmt |
| Applied To ES Tax | $3,546 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SCOTT FITZPATRICK | IndividualWithBooksNm |
| Phone | 3303240576 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4334 MUNSON ST NW STE 202 | AddressLine1Txt |
| City | CANTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44718 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| SCOTT FITZPATRICK | ||||||||
| 4942 HIGBEE AVE NW | CANTON | OH | 44718 | PRESIDENT/VICE PRESIDENT | 0.10 | $0 | $0 | $0 |
| KAREN FITZPATRICK | ||||||||
| 4942 HIGBEE AVE NW | CANTON | OH | 44718 | SECRETARY/TREASURER | 0.10 | $0 | $0 | $0 |
| TERRY MOORE | ||||||||
| 4775 MUNSON ST NW | CANTON | OH | 44718 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,387,378 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $98,562 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,485,940 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,485,940 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $22,289 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,463,651 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $73,183 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $73,183 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $670 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $670 | TotalTaxAmt |
| Distributable Before Adj | $72,513 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $72,513 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $72,513 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $42,805 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $42,805 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $72,513 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $30,305 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $149,714 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $102,281 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $73,509 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $68,885 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $424,694 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $42,805 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $42,805 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $29,708 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $29,708 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $394,986 | 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 | $597 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $394,389 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $149,714 | ExcessFromYear4Amt |
| Excess From Year3 | $102,281 | ExcessFromYear3Amt |
| Excess From Year2 | $73,509 | ExcessFromYear2Amt |
| Excess From Year1 | $68,885 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SCOTT FITZPATRICK | ContributingManagerNm |
| Contributing Manager | KAREN FITZPATRICK | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SCOTT J FITZPATRICK | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4942 HIGBEE AVENUE NW | AddressLine1Txt |
| City | CANTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44718 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3303240576 | RecipientPhoneNum |
| Form And Info And Materials | NO STANDARD FORM REQUIRED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN HEART ASSOCIATION | |||||||
| PO BOX 4002907 | DES MOINES | IA | 50340 | N/A | PC | GENERAL SUPPORT | $2,500 |
| ARTS IN STARK | |||||||
| 900 CLEVELAND AVE NW | CANTON | OH | 44702 | N/A | PC | GENERAL SUPPORT | $5,000 |
| MERCY SERVICE LEAGUE | |||||||
| 1320 MERCY DRIVE NW | CANTON | OH | 44708 | N/A | PC | GENERAL SUPPORT | $5,000 |
| STARK COMMUNITY FOUNDATION | |||||||
| 400 MARKET AVE N STE 200 | CANTON | OH | 44702 | N/A | PC | GENERAL SUPPORT | $2,500 |
| UNITED WAY OF GREATER STARK COUNTY | |||||||
| 401 MARKET AVENUE N 300 | CANTON | OH | 44702 | N/A | PC | GENERAL SUPPORT | $20,000 |
| BAY COLONY DOLLARS FOR SCHOLARS | |||||||
| 8700 BAY COLONY DR | NAPLES | FL | 34108 | N/A | PC | GENERAL SUPPORT | $2,000 |
| CANTON CENTRAL CATHOLIC HIGH SCHOOL | |||||||
| 4824 TUSCARAWAS ST W | CANTON | OH | 44708 | N/A | PC | GENERAL SUPPORT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $42,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,950 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $35,359 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $56,309 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $56,309 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,220 | Amt |
| Net Investment Income | $2,415 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $805 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (42 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC - 240 SHARES | $13,994 | $33,526 |
| AMAZON COM INC - 780 SHARES | $120,276 | $118,513 |
| AMERICAN TOWER CORP - 67 SHARES | $10,556 | $14,464 |
| AMERIPRISE FINANCIAL - 36 SHARES | $4,887 | $13,674 |
| AMPHENOL CORP - 188 SHARES | $8,396 | $18,636 |
| APPLE - 728 SHARES | $111,965 | $140,162 |
| ARISTA NETWORKS INC - 88 SHARES | $4,484 | $20,725 |
| BANK OF AMERICA CORP - 417 SHARES | $12,155 | $14,040 |
| CAMECO CORP - 922 SHARES | $10,962 | $39,738 |
| CMS ENERGY CORP - 116 SHARES | $5,777 | $6,736 |
| COCA COLA CO - 197 SHARES | $9,552 | $11,609 |
| COSTCO WHOLESALE CORP - 31 SHARES | $7,192 | $20,462 |
| DANAHER CORP - 106 SHARES | $10,202 | $24,522 |
| FREEPORT - MCMORAN COPPER & GOLD - 200 SHARES | $2,562 | $8,514 |
| HOME DEPOT INC - 56 SHARES | $10,511 | $19,407 |
| INTUITIVE SURGICAL INC - 72 SHARES | $13,221 | $24,290 |
| INVESCO S&P 500 EQUAL WEIGHT - 254 SHARES | $28,119 | $40,081 |
| ISHARES CORE MSCI EAFE ETF - 258 SHARES | $16,615 | $18,150 |
| ISHARES CORE S&P 500 ETF - 365 SHARES | $100,122 | $174,335 |
| ISHARES CORE S&P MID - CAP ETF - 298 SHARES | $55,940 | $82,591 |
| ISHARES CORE S&P SMALL - CAP ETF - 1040 SHARES | $75,675 | $112,580 |
| JPMORGAN CHASE - 541 SHARES | $48,755 | $92,024 |
| KRAFT HEINZ CO - 370 SHARES | $11,245 | $13,683 |
| MASTERCARD INC - 69 SHARES | $14,710 | $29,429 |
| MCDONALDS CORP - 46 SHARES | $8,304 | $13,639 |
| MICROSOFT CORP - 222 SHARES | $25,094 | $83,481 |
| NEXTERA ENERGY INC - 168 SHARES | $7,506 | $10,204 |
| NVIDIA CORP - 216 SHARES | $26,491 | $106,968 |
| PARAMETRIC VOL RSK PREM-DEFENS-FD - 2705.5170 SHARES | $30,197 | $36,768 |
| PARKER HANNIFIN CORP - 44 SHARES | $9,456 | $20,271 |
| PRINCIPAL MIDCAP FUND OPEN-END - 691.2720 SHARES | $18,788 | $26,503 |
| PROCTER & GAMBLE CO - 111 SHARES | $10,012 | $16,266 |
| PROLOGIS INC - 74 SHARES | $5,036 | $9,864 |
| REPUBLIC SERVICES INC - 132 SHARES | $9,986 | $21,768 |
| ROPER TECHNOLOGIES - 38 SHARES | $11,369 | $20,716 |
| RTX CORP - 79 SHARES | $5,834 | $6,647 |
| SHERWIN WILLIAMS CO - 36 SHARES | $5,216 | $11,228 |
| THERMO FISHER SCIENTIFIC - 58 SHARES | $14,514 | $30,786 |
| VERALTO CORP - 35 SHARES | $1,334 | $2,879 |
| WHEATON PRECIOUS METALS - 114 SHARES | $5,929 | $5,625 |
| XYLEM INC - 89 SHARES | $7,056 | $10,178 |
| ZOETIS INC - 116 SHARES | $10,811 | $22,895 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OHIO FILING FEES | Desc |
| Revenue And Expenses Per Books | $200 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES | CategoryTxt |
| Amt | $10,614 | Amt |
| Net Investment Income | $10,614 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |