SANDRA L AND DENNIS B HASLINGER FAMILY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SANDRA L AND DENNIS B HASLINGER FAMILY FOUNDATION INC (EIN 34-1848698)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202403199349104765
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T13:02:49-08:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341819083 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEIKEL & COMPANY INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 686 W MARKET STREET | AddressLine1Txt |
| City | AKRON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44303 | 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 | 341848698 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANDRA L AND DENNIS B HASLINGER FAMILY FOUNDATION INC CO SANDRA HASLINGER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAND | BusinessNameControlTxt |
| Phone | 3307611040 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2524 IRA ROAD | AddressLine1Txt |
| City | Akron | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44333 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SANDRA HASLINGER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3307611040 | PhoneNum |
| Signature | 2024-05-10 | SignatureDt |
| 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 | LEWIS A SEIKEL III | PreparerPersonNm |
| PTIN | P01592121 | PTIN |
| Phone | 3307611040 | PhoneNum |
| Preparation | 2024-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | 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 | $5,722,163 | 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 | $118,334 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $118,334 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $136,615 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $62,629 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $62,629 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $180,963 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $317,578 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $17,000 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $7,706 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $14,350 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $39,056 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $300,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $300,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $339,056 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $300,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$158,093 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $317,578 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $135,307 | CashBOYAmt |
| Cash EOY | $230,104 | CashEOYAmt |
| Cash EOYFMV | $230,104 | CashEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Prepaid Expenses BOY | $18,433 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $14,019 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $14,019 | PrepaidExpensesEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $5,144,088 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,478,040 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,478,040 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,297,828 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,722,163 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,722,163 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $5,297,828 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $5,722,163 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,297,828 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,722,163 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,297,828 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,722,163 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,297,828 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$158,093 | ExcessRevenueOverExpensesAmt |
| Other Increases | $582,428 | OtherIncreasesAmt |
| Subtotal | $5,722,163 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,722,163 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | MISCELLANEOUS SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2020-01-01 | AcquiredDt |
| Sold | 2023-12-31 | SoldDt |
| Gross Sales Price | $912,274 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $775,659 | CostOrOtherBasisAmt |
| Gain Or Loss | $136,615 | GainOrLossAmt |
| FMV As Of123169 | $0 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $0 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $136,615 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $136,615 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,414 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,414 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,414 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,433 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $8,433 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$8,433 | OriginalReturnOverpaymentAmt |
| Overpayment | $4,019 | OverpaymentAmt |
| Applied To ES Tax | $4,019 | AppliedToESTaxAmt |
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 | false | 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 | LSEIKEL@SEIKEL.COM | WebsiteAddressTxt |
| Individual With Books | SEIKEL COMPANY INC | IndividualWithBooksNm |
| Phone | 3307611040 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 686 W MARKET STREET | AddressLine1Txt |
| City | AKRON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44303 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (true) | ForeignAccountsQuestionInd |
| Foreign Country | CJ | ForeignCountryCd |
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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|
| SANDRA L HASLINGER | ||||||||
| 2524 IRA RD | AKRON | OH | 44333 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| DOUGLAS HASLINGER | ||||||||
| 776 N HAMETOWN RD | AKRON | OH | 44333 | SECRETARY/ TRUSTEE | 0.00 | $0 | $0 | $0 |
| JENNIFER S HASLINGER | ||||||||
| 3150 OAK HILL ROAD | PENNINSULA | OH | 44264 | TREASURER/ TRUSTEE | 0.00 | $0 | $0 | $0 |
| MYRIAM EVE HASLINGER | ||||||||
| 776 N HAMNETOWN RD | AKRON | OH | 44333 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| KIMBERLY M HASLINGER | ||||||||
| 141 W 74TH STREET APT B | New York | NY | 10023 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| MELISSA A HASLINGER | ||||||||
| 4214 HIGH STREET | RICHFIELD | OH | 44286 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| BENJAMIN G HASLINGER | ||||||||
| 65 SEARLES RD | GROTON | NY | 13073 | 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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,325,083 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $182,658 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,507,741 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $5,507,741 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $82,616 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,425,125 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $271,256 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $271,256 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,414 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,414 | TotalTaxAmt |
| Distributable Before Adj | $266,842 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $266,842 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $266,842 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $300,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $300,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $266,842 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr5 | $47,707 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $5,788 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $5,649 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $12,121 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $71,265 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $300,000 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $300,000 | RemainingDistriFromCorpusAmt |
| Total Corpus | $371,265 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $266,842 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $47,707 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $323,558 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $5,788 | ExcessFromYear3Amt |
| Excess From Year2 | $5,649 | ExcessFromYear2Amt |
| Excess From Year1 | $12,121 | ExcessFromYear1Amt |
| Excess From Current Year | $300,000 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SANDRA L HASLINGER | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SANDRA L HASLINGER CO SEIKEL COMPAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 686 W MARKET STREET | AddressLine1Txt |
| City | AKRON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44303 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3307611040 | RecipientPhoneNum |
| Form And Info And Materials | Applicants should send a letter that includes a detailed description of the project and the amount requested. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | AUGUST 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AKRON ART MUSEUM | ||||||
| 70 EAST MARKET STREET | AKRON | OH | 44308 | 509(A)(1) | FBO SCHOOL TOURPROGRAM | $25,000 |
| AKRON-CANTON REGIONAL FOODBANK | ||||||
| 350 OPPORTUNITY PARKWAY | AKRON | OH | 44307 | 509(A)(1) | FBO CAPITAL CAMPAIGN AND/OROPERATING ENDOWMENT FUND | $25,000 |
| AKRON CHILDREN'S HOSPITAL FOUNDATIONPALLIATIVE CARE UNIT | ||||||
| ONE PERKINS SQUARE | AKRON | OH | 44308 | 509(A)(1) | HASLINGER PEDIACTRICPALLIATIVE CARE CENTERENDOWED CHAIR FUND | $0 |
| BOYS & GIRLS CLUBS OF THE WESTERN RESERVE | ||||||
| 889 JONATHAN AVE | AKRON | OH | 44306 | 509(A)(1) | PROGRAMMING ATArlington Club Operations | $25,000 |
| ITHACA CHILDREN'S GARDEN | ||||||
| 615 WILLOW AVE | ITHACA | NY | 14850 | 509(A)(1) | PHASE ONE OFGARDEN DEVELOPMENT | $0 |
| LA ESCUELITA | ||||||
| 302 W 91 STREET | NEW YORK | NY | 10024 | 509(A)(1) | FUND SCHOOLSCHOLARSHIPS | $10,000 |
| ONE OF A KIND PETS | ||||||
| 1699 WEST MARKET STREET | AKRON | OH | 44313 | 509(A)(1) | BACK CLINICEXPENSES | $15,000 |
| OHIO FOUNDATION OF INDEPENDENT COLLEGES | ||||||
| 250 E BROAD STREET SUITE 170 | COLUMBUS | OH | 432153722 | 509(A)(1) | SCHOLARSHIP FUNDFBO AKRON AREASTUDENTS | $20,000 |
| SUMMA HEALING ART PROGRAM | ||||||
| 141 N FORGE ST | AKRON | OH | 44304 | 501(C)(3) | HEALING ART PROGRAM FUND | $0 |
| WESTERN RESERVE LAND CONSERVANCY | ||||||
| PO BOX 314 | NOVELTY | OH | 44072 | 509(A)(1) | OPERATION OFAKRON FIELDOFFICE | $20,000 |
| OLD TRAIL SCHOOL | ||||||
| 2315 Ira Rd | AKRON | OH | 44333 | 501(C)(3) | PRFESSIONAL DEV FUND/PLEDGE FOR SPEAKER SERIES | $10,000 |
| ACCESS | ||||||
| AKRON OHIO | AKRON | OH | 44308 | 501(C)(3) | FOCUS ON THE FUTURE PROGRAM | $13,000 |
| HAPPY TRAILS FARM ANIMAL SANCTUARY | ||||||
| 5623 New Milford Rd | RAVENNA | OH | 44266 | 501(C)(3) | VET EXPENSES AND MEDICAL CARE FOR ABUSED ANIMALS | $5,000 |
| HATTIE LARLHAM | ||||||
| 9772 Diagonal Road | Mantua | OH | 44255 | 501(C)(3) | FARM MARKET ADN GROCERY PROGRAMAT THE FOOD HUB | $0 |
| COUNTRYSIDE CONSERVANCY | ||||||
| 4965 QUICK RD | PENINSULA | OH | 44264 | 501(C)(3) | FARM UTILITY PROJECT | $0 |
| PAY IT FORWARD FOR PETS | ||||||
| 2136 YELLOWCREEK RD | AKRON | OH | 44333 | 501(C)(3) | FUNDING FOR PROGRAMS AT SUMMIT COUNTY ANIMAL CONTROL | $25,000 |
| CONSERVANCY FOR CUYAHOGA VALLEY NATIONAL PARK | ||||||
| 1403 WEST HINES HILL ROAD | PENINSULA | OH | 44264 | 501(C)(3) | SCHOLARSHIPS | $5,000 |
| HASLINGER FAMILY PEDIATRIC PALLIATIVE CARE | ||||||
| 215 W BOWERY ST STE 6200 | AKRON | OH | 44308 | 509(A)1 | STAFF SUPPORT (IN REPLACE OF RETREAT) | $34,000 |
| SUMMA FOUNDATION | ||||||
| 141 N FORGE ST | AKRON | OH | 44304 | 501(C)3 | PURCHASE, INSTALLATION, & CONSERVATION OF PORTRAIT FOR HEALING ARTS PROGRAM | $0 |
| GRANDPARENTS AGAINST SEX PREDITORS | ||||||
| 233 QUAKER SQUARE | AKRON | OH | 44308 | 509(A)1 | GENERAL PROGRAMS | $6,000 |
| SPRING GARDEN WALDORF SCHOOL | ||||||
| 1791 JACOBY RD | COPLEY | OH | 44321 | 509(A)1 | CHROMEBOOKS & WIFI FOR FAMILIES IN NEED | $0 |
| (no name) | ||||||
| $0 | ||||||
| LETS GROW AKRON | ||||||
| 467 HARVEY AVE | AKRON | OH | 44314 | 501(C) (3) | GENERAL OPERATING EXPENSES | $0 |
| FRIENDS OF CROWELL HILAKA | ||||||
| 100 WANDLE AVE | BEDFORD | OH | 44146 | 501(C) 3 | REFURBISHMENT OF KIRBYS MILL | $12,000 |
| TREVOR DAY SCHOOL | ||||||
| 11 EAST 89TH ST | NEW YORK | NY | 10128 | 509(A)(1) | TUITION ASSISTANCE | $35,000 |
| GRACE HOUSE | ||||||
| 475 NORTH HOWARD ST | AKRON | OH | 44310 | 501 (C) 3 | CAPITAL CAMPAIGN | $10,000 |
| FORMAN SCHOOL | ||||||
| 12 NORFOLK RD | LITCHFIELD | CT | 06759 | 501(C)(3) | TUITION ASSISTANCE PROGRAM | $5,000 |
| MAIN STR WADSWORTH | ||||||
| 102 MAIN ST SUITE 20 | WADSWORTH | OH | 44281 | 501(C)(3) | OUTDOOR MURAL PROJECT | $0 |
| ST MARY EDUC INITIATIVE | ||||||
| 750 S MAIN ST | AKRON | OH | 44311 | 501(C) (3) | FUND ARTS, DRAMA, MUSIC & EDUCATION | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $300,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $118,334 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,220 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $136,615 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAPITAL GAINS DISTRIBUTIONS | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $56,409 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $314,578 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $314,578 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 4 | LineNumberTxt |
| Relationship Statement | Investment income of assets | RelationshipStatementTxt |
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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Wells Fargo xxxx-3711 | CategoryOrItemTxt |
| Book Value | $5,478,040 | BookValueAmt |
| EOYFMV | $5,478,040 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| INVESTMENT FEES | $14,030 |
| OHIO CHARITABLE FEE | $200 |
| INTEREST & FEES ON TAX NOTICE | $120 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| CAPITAL GAINS DISTRIBUTIONS | $59,409 | $59,409 |
| MISC RECOVERY INCOME | $3,220 | $3,220 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| REALIZED GAIN | $136,615 |
| UNREALIZED GAIN | $445,813 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FOREIGN TAX EXP | $1,725 |
| FEDERAL EXCISE TAX | $1,567 |
| FEDERAL EXCISE TAX 2023 | $4,414 |