ROBERT C AND SUSAN M SAVAGE FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT C AND SUSAN M SAVAGE FAMILY FOUNDATION (EIN 31-1488119)
- Tax period
- 2022-12-01 to 2023-11-30
- Filed
- 2024-10-14
- IRS object ID
- 202442889349100609
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Corp Stock Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-14T08:18:03-05:00 | ReturnTs |
| Tax Period End | 2023-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 202122306 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GBQ PARTNERS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5580 MONROE STREET SUITE 210 | AddressLine1Txt |
| City | SYLVANIA | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43560 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311488119 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT C AND SUSAN M SAVAGE | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 4195356633 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2949 KENWOOD BLVD | AddressLine1Txt |
| City | TOLEDO | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43606 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT SAVAGE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4195356633 | PhoneNum |
| Signature | 2024-10-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVE WEBER | PreparerPersonNm |
| PTIN | P00320668 | PTIN |
| Phone | 4198858338 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,666,487 | 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 | $184,988 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $41,723 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $41,723 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $376,383 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $430,317 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $376,383 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $603,094 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $418,106 | 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 |
| Other Prof Fees Rev And Expnss | $15,196 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $15,196 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $15,196 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $12,162 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $27,358 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,196 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,196 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $282,657 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $282,657 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $310,015 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,196 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $297,853 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $293,079 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $402,910 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $80,180 | CashBOYAmt |
| Cash EOY | $250,519 | CashEOYAmt |
| Cash EOYFMV | $250,519 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,621,371 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,744,111 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,415,968 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,701,551 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,994,630 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,666,487 | 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 | $1,701,551 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,994,630 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,701,551 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,994,630 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,701,551 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,994,630 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,701,551 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $293,079 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,994,630 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,994,630 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ALPHABET INC CL A | P | 2012-03-01 | 2023-02-16 | $66,899 | $10,875 | $56,024 | $56,024 |
| ALPHABET INC CL A | P | 2023-05-03 | 2023-02-16 | $38,228 | $8,432 | $29,796 | $29,796 |
| FIFTH THIRD BANCORP | P | 2019-11-04 | 2023-02-16 | $19,001 | $15,666 | $3,335 | $3,335 |
| FIFTH THIRD BANCORP | P | 2019-11-04 | 2023-02-16 | $90,200 | $1 | $90,199 | $90,199 |
| FORT WASHINGTON PEI X | P | 2022-01-01 | 2022-12-31 | $36,422 | $36,422 | $36,422 | |
| FORT WASHINGTON PE OPP III | P | 2022-01-01 | 2022-12-31 | $15,008 | $15,008 | $15,008 | |
| FORT WASHINGTON PEI VIII | P | 2022-01-01 | 2022-12-31 | $33,199 | $33,199 | $33,199 | |
| FORT WASHINGTON PEI V | P | 2022-01-01 | 2022-12-31 | $5,337 | $5,337 | $5,337 | |
| FORT WASHINGTON PE OPP II | P | 2022-01-01 | 2022-12-31 | $8,324 | -$8,324 | -$8,324 | |
| FORT WASHINGTON PEI VII | P | 2022-01-01 | 2022-12-31 | $11,641 | $11,641 | $11,641 | |
| PAYPAL HOLDINGS | P | 2022-04-26 | 2023-02-16 | $7,698 | $8,528 | -$830 | -$830 |
| FORT WASHINGTON PE OPP IV | P | 2022-01-01 | 2022-12-31 | $5,538 | $5,538 | $5,538 | |
| FORT SAV-17 LLC | P | 2022-01-01 | 2022-12-31 | $50,675 | $50,675 | $50,675 | |
| ALPHABET INC CL A | P | 2013-05-03 | 2022-12-02 | $10,123 | $2,108 | $8,015 | $8,015 |
| VARIOUS STOCKS | P | 2022-01-01 | 2023-11-30 | $40,348 | $40,348 | $40,348 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $376,383 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,600 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,600 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,600 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,600 | 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 | $9,600 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $3 | EsPenaltyAmt |
| Overpayment | $3,997 | OverpaymentAmt |
| Applied To ES Tax | $3,997 | 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 | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ROBERT SAVAGE | IndividualWithBooksNm |
| Phone | 4195356633 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2949 KENWOOD BLVD | AddressLine1Txt |
| City | TOLEDO | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43606 | 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT SAVAGE | ||||||||
| 2949 KENWOOD BLVD | TOLEDO | OH | 43606 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| SUSAN SAVAGE | ||||||||
| 2949 KENWOOD BLVD | TOLEDO | OH | 43606 | SECRETARY | 0.00 | $0 | $0 | $0 |
| MICHELLE BISSELL | ||||||||
| 2709 MIDDLESEX DR | TOLEDO | OH | 43606 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,144,737 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $324,299 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,469,036 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,469,036 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $67,036 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,402,000 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $220,100 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $220,100 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,600 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,600 | TotalTaxAmt |
| Distributable Before Adj | $214,500 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $214,500 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $214,500 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $297,853 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $297,853 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $214,500 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $23,335 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $6,688 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $69,619 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $864,757 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $964,399 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $297,853 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $214,500 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $83,353 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,047,752 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,047,752 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $23,335 | ExcessFromYear4Amt |
| Excess From Year3 | $6,688 | ExcessFromYear3Amt |
| Excess From Year2 | $69,619 | ExcessFromYear2Amt |
| Excess From Year1 | $864,757 | ExcessFromYear1Amt |
| Excess From Current Year | $83,353 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ROBERT SAVAGE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2949 KENWOOD BLVD | AddressLine1Txt |
| City | TOLEDO | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4195356633 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN BY MAIL | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (60 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| AMERICAN RED CROSS | |||||
| 3510 EXECUTIVE PKWY | TOLEDO | OH | 43606 | GENERAL USE | $107 |
| NATIONAL CHRIST CHILD SOCIETY | |||||
| 6110 EXECUTIVE BLVD | ROCKVILLE | MD | 20852 | GENERAL USE | $200 |
| MOM'S HOUSE | |||||
| 2505 FRANKLIN AVE | TOLEDO | OH | 43610 | GENERAL USE | $150 |
| NATIONAL MUSEUM OF THE GREAT LAKES | |||||
| 1701 FRONT STREET | TOLEDO | OH | 43605 | GENERAL USE | $500 |
| MOSAIC MINISTRIES | |||||
| 860 ORCHARD STREET | TOLEDO | OH | 43609 | GENERAL USE | $100 |
| NATIONAL MS SOCIETY | |||||
| 1050 NORTH POST OAK SUITE 240 | HOUSTON | TX | 77055 | GENERAL USE | $50 |
| OBLATES OF ST FRANCIS SOCIETY | |||||
| 2323 WEST BANCROFT STREE | TOLEDO | OH | 43607 | GENERAL USE | $1,000 |
| RARE DISEASE RENEGADES | |||||
| 27 RIDGE ROAD | RUMSON | NJ | 07760 | GENERAL USE | $256 |
| NORTHWEST OHIO CHAPTER SCHOLARSHIP FUND | |||||
| 5800 MONROE STREET SUITE F5 | SYLVANIA | OH | 43560 | GENERAL USE | $1,500 |
| NOTRE DAME ACADEMY | |||||
| 3535 WEST SYLVANIA AVENUE | TOLEDO | OH | 43623 | GENERAL USE | $7,500 |
| ST THOMAS MOORE | |||||
| 10330 HILLCROFT ST | HOUSTON | TX | 77096 | GENERAL USE | $500 |
| OLD ORCHARD NEIGHBORHOODS ASSOC | |||||
| PO BOX 2544 | TOLEDO | OH | 43606 | GENERAL USE | $100 |
| SUSIE'S COATS | |||||
| PO BOX 114 | WOODVILLE | OH | 43469 | GENERAL USE | $250 |
| NASHVILLE FOOD BANK | |||||
| 331 GREAT CIRCLE RD | NASHVILLE | TN | 37228 | GENERAL USE | $50 |
| PELETONIA | |||||
| 450 W BROAD ST | COLUMBUS | OH | 43215 | GENERAL USE | $200 |
| SCHEDEL ARBORETUM AND GARDENS | |||||
| 19255 W PORTAGE RIVER S ROAD | ELMORE | OH | 43416 | GENERAL USE | $750 |
| SISTERS OF NOTRE DAME | |||||
| 1656 HENTHORNE DRIVE | MAUMEE | OH | 43537 | GENERAL USE | $1,000 |
| TOLEDO GROWS | |||||
| 900 ONEIDA ST | TOLEDO | OH | 43608 | GENERAL USE | $1,400 |
| ST FRANCIS SCHOOL | |||||
| 2323 WEST BANCROFT ST | TOLEDO | OH | 43607 | GENERAL USE | $41,030 |
| TOLEDO SYMPHONY | |||||
| PO BOX 407 | TOLEDO | OH | 43696 | GENERAL USE | $20,500 |
| TOLEDO SYMPHONY ORCHESTRA | |||||
| 1838 PARKWOOD AVE | TOLEDO | OH | 43604 | GENERAL USE | $500 |
| WEST SIDE MONTESSORI | |||||
| 7115 W BANCROFT ST | TOLEDO | OH | 43615 | GENERAL USE | $600 |
| THE LEUKEMIA AND LYMPHOMA SOCIETY | |||||
| PO BOX 22470 | NEW YORK | NY | 100872470 | GENERAL USE | $100 |
| THE MUSTARD SEED | |||||
| 100 NORTH SUMMIT STREET SUITE 400 | TOLEDO | OH | 43604 | GENERAL USE | $500 |
| TOLEDO MUSEUM OF ART | |||||
| PO BOX 1013 | TOLEDO | OH | 43697 | GENERAL USE | $16,100 |
| TOLEDO SCHOOL FOR THE ARTS | |||||
| 333 14TH STREET | TOLEDO | OH | 43604 | GENERAL USE | $250 |
| TOLEDO ZOO | |||||
| PO BOX 140130 | TOLEDO | OH | 43614 | GENERAL USE | $500 |
| THE CLEVELAND CLINIC FOUNDATION | |||||
| PO BOX 6025 | ALBERT LEA | MN | 560079832 | GENERAL USE | $300 |
| LOURDES UNIVERSITY | |||||
| 6832 CONVENT BLVD | SYLVANIA | OH | 465602898 | GENERAL USE | $1,000 |
| MS SOCIETY - LINDA PFIEFFER | |||||
| 119 SUMMERWOOD DRIVE | LOS GATOS | CA | 95032 | GENERAL USE | $200 |
| LIVING CHRIST TOLEDO - SPH | |||||
| PO BOX 7293 | KENSINGTON | CT | 060377293 | GENERAL USE | $300 |
| ARTS COMMISSION OF TOLEDO | |||||
| 1838 PARKWOOD 120 | TOLEDO | OH | 43604 | GENERAL USE | $1,000 |
| ANNUAL CATHOLIC APPEAL | |||||
| 1933 SPIELBUSCH AVENUE | TOLEDO | OH | 43604 | GENERAL USE | $1,100 |
| CATHOLIC COMMUNITY FOUNDATION | |||||
| 1933 SPIELBUSCH AVE | TOLEDO | OH | 436045360 | GENERAL USE | $4,000 |
| BOYS & GIRLS CLUBS OF TOLEDO | |||||
| 2250 N DETROIT AVENUE | TOLEDO | OH | 436064641 | GENERAL USE | $1,000 |
| CENTRAL CITY MINISTRIES OF TOLEDO | |||||
| 1933 SPIELBUSCH AVE | TOLEDO | OH | 43604 | GENERAL USE | $750 |
| CATHOLLICS CHARITIES - DIOCESE OF TOLEDO | |||||
| 1933 SPIELBUSCH AVE | TOLEDO | OH | 436045360 | GENERAL USE | $2,150 |
| CENTRAL CATHOLIC HIGH SCHOOL | |||||
| 2550 CHERRY STREET | TOLEDO | OH | 43608 | GENERAL USE | $100,000 |
| CHRIST CHILD SOCIETY OF TOLEDO | |||||
| 6104 QUARRYS EDGE LANE | SYLVANIA | OH | 43560 | GENERAL USE | $400 |
| CHERRY STREET MISSION MINISTRIES | |||||
| PO BOX 9100 | TOLEDO | OH | 436979100 | GENERAL USE | $150 |
| CHRIST CHILD SOCIETY OF TOLEDO | |||||
| PO BOX 352254 | TOLEDO | OH | 43635 | GENERAL USE | $3,600 |
| COMPASSION HEALTH TOLEDO | |||||
| 1638 BROADWAY STREET | TOLEDO | OH | 43609 | GENERAL USE | $1,000 |
| DUKE UNIVERSITY | |||||
| PO BOX 90120 | DURHAM | NC | 27708 | GENERAL USE | $500 |
| EMILY K CENTER | |||||
| 904 W CHAPER HILL ST | DURHAM | NC | 27701 | GENERAL USE | $1,000 |
| FINSECA FOUNDATION | |||||
| PO BOX 223684 | CHANTILLY | VA | 201533684 | GENERAL USE | $5,000 |
| FIRST CHURCH OF GOD RETIREMENT CELEBRATION | |||||
| 3016 COLLINGWOOD BLVD | TOLEDO | OH | 43610 | GENERAL USE | $7,000 |
| FUND FOR WILLIAM & MARY | |||||
| PO BOX 1693 | WILLIAMSBURG | VA | 231871693 | GENERAL USE | $100 |
| HABITAT FOR HUMANITY | |||||
| 322 WEST LAMAR STREET | AMERICUS | GA | 317099906 | GENERAL USE | $50 |
| GESU CHURCH | |||||
| 2049 PARKSIDE BOULEVARD | TOLEDO | OH | 43607 | GENERAL USE | $7,800 |
| GETTING BACK UP | |||||
| 2720 HORSESHOE BLVD | WESTLAKE | OH | 44145 | GENERAL USE | $1,200 |
| HABITAT FOR HUMANITY | |||||
| 3350 HILL AVE | TOLEDO | OH | 43607 | GENERAL USE | $1,000 |
| GTCF - SCIENCE SOCIETY | |||||
| 300 MADISON AVENUE SUITE 1300 | TOLEDO | OH | 43604 | GENERAL USE | $15,000 |
| HISTORY AND DISCOVERY FOUNDATION | |||||
| PO BOX 1124 | ISLAMORADA | FL | 33036 | GENERAL USE | $100 |
| LIVING CHRIST | |||||
| 1933 SPIELBUSCH AVENUE | TOLEDO | OH | 43604 | GENERAL USE | $10,000 |
| HOSPICE AUSTIN | |||||
| 4107 SPICEWOOD SPRINGS RD | AUSTIN | TX | 78759 | GENERAL USE | $54 |
| MERCY HEALTH FOUNDATION - NICU | |||||
| 2525 CHERRY STREET | TOLEDO | OH | 43608 | GENERAL USE | $14,900 |
| LEADING FAMILIES HOME | |||||
| 2283 ASHLAND AVENUE | TOLEDO | OH | 43620 | GENERAL USE | $1,000 |
| LIBRARY LEGACY FOUNDATION | |||||
| 325 N MICHIGAN ST | TOLEDO | OH | 43604 | GENERAL USE | $3,000 |
| UNIVERSITY OF TOLEDO FOUNDATION | |||||
| 4510 DORR ST | TOLEDO | OH | 43615 | GENERAL USE | $2,150 |
| WGTE | |||||
| PO BOX 140156 | TOLEDO | OH | 43614 | GENERAL USE | $160 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $282,657 | 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 | $41,723 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $376,383 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $418,106 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $418,106 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ROBERT C SAVAGE | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2949 KENWOOD BLVD | AddressLine1Txt |
| City | TOLEDO | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $184,988 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK INVESTMENTS | StockNm |
| EOY Book Value | $1,744,111 | EOYBookValueAmt |
| EOYFMV | $4,415,968 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $15,196 | Amt |
| Net Investment Income | $15,196 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $15,196 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT C SAVAGE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2949 KENWOOD BLVD | AddressLine1Txt |
| City | TOLEDO | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43606 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $12,162 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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