PEOPLES BANK FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- PEOPLES BANK FOUNDATION INC (EIN 30-0222364)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-13
- IRS object ID
- 202433189349101718
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-13T10:01:13-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 YARD STREET SUITE 200 | AddressLine1Txt |
| City | GRANDVIEW HEIGHTS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43212 | 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 | 300222364 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PEOPLES BANK FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PEOP | BusinessNameControlTxt |
| Phone | 7403746172 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 138 PUTNAM STREET | AddressLine1Txt |
| City | MARIETTA | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45750 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFF CARMICHAEL | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7403746172 | PhoneNum |
| Signature | 2024-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH B HULL | PreparerPersonNm |
| PTIN | P00135850 | PTIN |
| Phone | 6142327290 | PhoneNum |
| Preparation | 2024-11-11 | 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 | $1,819,502 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $840,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $42,736 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $42,736 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,213 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $738,479 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,213 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $2,281 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $886,230 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $43,949 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $17,309 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $17,309 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $358 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $358 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $19,667 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,667 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $740,615 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $740,615 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $760,282 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,667 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $741,615 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $125,948 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $25,282 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $173,241 | CashBOYAmt |
| Cash EOY | $117,678 | CashEOYAmt |
| Cash EOYFMV | $117,678 | CashEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $756,580 | CorporateStockBOYAmt |
| Corporate Stock EOY | $797,264 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,001,475 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $545,002 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $688,311 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $700,349 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,474,823 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,603,253 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,819,502 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,474,823 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,603,253 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,474,823 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,603,253 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,474,823 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,603,253 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,474,823 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $125,948 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,496 | OtherIncreasesAmt |
| Subtotal | $1,603,267 | SubtotalAmt |
| Other Decreases | $14 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,603,253 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (396 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 2.965 SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY | 2022-06-02 | 2023-01-20 | $29 | $29 | |||
| 60.324 VANGUARD DEVELOPED MARKETS INDEX ADMIRA | 2022-11-28 | 2023-01-20 | $878 | $823 | $55 | $55 | |
| 3292.481 BLACKROCK SYSTEMATIC MULTI-STRATEGY FUND | 2022-12-29 | 2023-01-26 | $31,904 | $32,270 | -$366 | -$366 | |
| 131.506 BLACKROCK SYSTEMATIC MULTI-STRATEGY FUND | 2023-01-20 | 2023-01-26 | $1,274 | $1,303 | -$29 | -$29 | |
| 993.592 BLACKROCK SYSTEMATIC MULTI-STRATEGY FUND | 2022-01-25 | 2023-01-26 | $9,628 | $10,367 | -$739 | -$739 | |
| 29.281 JP MORGAN EQUITY INCOME FUND I FUND #312 | 2021-09-16 | 2023-01-26 | $675 | $654 | $21 | $21 | |
| 32.672 JP MORGAN EQUITY INCOME FUND I FUND #312 | 2021-11-23 | 2023-01-26 | $753 | $777 | -$24 | -$24 | |
| 126.003 JP MORGAN EQUITY INCOME FUND I FUND #312 | 2021-12-14 | 2023-01-26 | $2,906 | $2,839 | $67 | $67 | |
| 133.005 MFS INTERNATIONAL GROWTH FUND R6 #4805 | 2022-12-29 | 2023-01-26 | $5,193 | $4,989 | $204 | $204 | |
| 250.352 MFS INTERNATIONAL GROWTH FUND R6 #4805 | 2021-12-10 | 2023-01-26 | $9,774 | $11,082 | -$1,308 | -$1,308 | |
| 11.79 MFS INTERNATIONAL GROWTH FUND R6 #4805 | 2022-04-20 | 2023-01-26 | $460 | $463 | -$3 | -$3 | |
| 264.274 MFS INTERNATIONAL GROWTH FUND R6 #4805 | 2022-01-25 | 2023-01-26 | $10,317 | $9,673 | $644 | $644 | |
| 311.6886 SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY | 2022-06-02 | 2023-01-26 | $3,073 | $3,086 | -$13 | -$13 | |
| 178.9344 SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY | 2022-06-02 | 2023-01-26 | $1,764 | $1,775 | -$11 | -$11 | |
| 410.728 SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY | 2022-06-02 | 2023-01-26 | $4,050 | $4,074 | -$24 | -$24 | |
| 19.855 THRIVENT SMALL CAP STOCK FUND S #94 | 2021-03-29 | 2023-01-26 | $566 | $644 | -$78 | -$78 | |
| .264 VANGUARD SMALL CAP VALUE INDEX ADM | 2021-01-26 | 2023-01-26 | $19 | $17 | $2 | $2 | |
| 8.318 VANGUARD GROWTH INDEX ADM | 2021-12-20 | 2023-01-26 | $1,001 | $1,314 | -$313 | -$313 | |
| 5.308 VANGUARD SMALL-CAP INDEX FUND ADMIRAL SH | 2022-01-20 | 2023-01-26 | $505 | $542 | -$37 | -$37 | |
| 2.809 VANGUARD 500 INDEX ADMIRAL FUND #540 | 2022-01-25 | 2023-01-26 | $1,053 | $1,161 | -$108 | -$108 | |
| 10.191 VANGUARD GROWTH INDEX ADM | 2021-12-20 | 2023-02-21 | $1,219 | $1,539 | -$320 | -$320 | |
| 2.21994 VANGUARD 500 INDEX ADMIRAL FUND #540 | 2022-01-25 | 2023-02-21 | $820 | $812 | $8 | $8 | |
| 1.79806 VANGUARD 500 INDEX ADMIRAL FUND #540 | 2022-01-25 | 2023-02-21 | $664 | $723 | -$59 | -$59 | |
| 40.22611 DODGE & COX INCOME FUND CLASS I #147 | 2023-01-26 | 2023-03-20 | $500 | $508 | -$8 | -$8 | |
| 55.79289 DODGE & COX INCOME FUND CLASS I #147 | 2023-01-26 | 2023-03-20 | $694 | $705 | -$11 | -$11 | |
| 219.834 FIDELITY INTERMEDIATE TREASURY BOND INDE | 2023-01-26 | 2023-03-20 | $2,163 | $2,163 | |||
| 38.053 FIDELITY INTERMEDIATE TREASURY BOND INDE | 2023-01-20 | 2023-03-20 | $374 | $375 | -$1 | -$1 | |
| 455.156 FIDELITY INTERMEDIATE TREASURY BOND INDE | 2023-01-26 | 2023-03-20 | $4,479 | $4,479 | |||
| 113.645 JP MORGAN SHORT DURATION BD R6 #3944 | 2023-01-26 | 2023-03-20 | $1,204 | $1,201 | $3 | $3 | |
| 173.032 JP MORGAN SHORT DURATION BD R6 #3944 | 2023-01-26 | 2023-03-20 | $1,832 | $1,829 | $3 | $3 | |
| 81.969 JP MORGAN EQUITY INCOME FUND I FUND #312 | 2021-03-29 | 2023-03-20 | $1,746 | $1,774 | -$28 | -$28 | |
| 65.685 JP MORGAN EQUITY INCOME FUND I FUND #312 | 2021-12-14 | 2023-03-20 | $1,399 | $1,533 | -$134 | -$134 | |
| 15.91635 VANGUARD EQUITY INCOME ADM FUND #565 | 2022-06-02 | 2023-03-20 | $1,273 | $1,475 | -$202 | -$202 | |
| 3.68565 VANGUARD EQUITY INCOME ADM FUND #565 | 2022-06-02 | 2023-03-20 | $295 | $342 | -$47 | -$47 | |
| 5.558 VANGUARD SMALL CAP VALUE INDEX ADM | 2022-12-20 | 2023-03-20 | $367 | $377 | -$10 | -$10 | |
| 142.339 VANGUARD SMALL CAP VALUE INDEX ADM | 2021-01-26 | 2023-03-20 | $9,400 | $8,409 | $991 | $991 | |
| 70.062 VANGUARD SMALL CAP VALUE INDEX ADM | 2023-02-15 | 2023-03-20 | $4,627 | $4,979 | -$352 | -$352 | |
| 148.74 VANGUARD SMALL CAP VALUE INDEX ADM | 2022-01-25 | 2023-03-20 | $9,823 | $10,053 | -$230 | -$230 | |
| 176.972 VANGUARD SHORT TERM BOND INDEX ADMIRAL F | 2023-01-26 | 2023-03-20 | $1,768 | $1,765 | $3 | $3 | |
| 243.882 VANGUARD SHORT TERM BOND INDEX ADMIRAL F | 2023-01-26 | 2023-03-20 | $2,436 | $2,432 | $4 | $4 | |
| 1190.245 VANGUARD DEVELOPED MARKETS INDEX ADMIRA | 2022-11-28 | 2023-03-20 | $16,509 | $16,235 | $274 | $274 | |
| 1859.287 VANGUARD DEVELOPED MARKETS INDEX ADMIRA | 2023-02-15 | 2023-03-20 | $25,788 | $25,498 | $290 | $290 | |
| 11.925 FIDELITY INTERNATIONAL INDEX FUND #2363 | 2023-03-20 | 2023-04-20 | $547 | $509 | $38 | $38 | |
| 5.863 FIDELITY MID CAP STOCK FUND #337 | 2022-11-28 | 2023-04-20 | $223 | $226 | -$3 | -$3 | |
| 20.676 GOLDMAN SACHS GQG PARTNERS INTL OPP INST | 2022-11-28 | 2023-04-20 | $371 | $357 | $14 | $14 | |
| 4.609 JP MORGAN LARGE CAP GROWTH R6 | 2022-06-02 | 2023-04-20 | $235 | $241 | -$6 | -$6 | |
| 25.888 JP MORGAN EQUITY INCOME FUND I FUND #312 | 2022-03-23 | 2023-04-20 | $576 | $614 | -$38 | -$38 | |
| 21.72 MFS INTNL DIVERSIFICATION R6 FUND #4878 | 2023-01-26 | 2023-04-20 | $482 | $480 | $2 | $2 | |
| 47.948 SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY | 2022-06-02 | 2023-04-20 | $478 | $476 | $2 | $2 | |
| 9.345 VANGUARD EQUITY INCOME ADM FUND #565 | 2022-06-02 | 2023-04-20 | $784 | $884 | -$100 | -$100 | |
| .106 VANGUARD MID-CAP INDEX ADMIRAL SHARES # | 2022-03-23 | 2023-04-20 | $28 | $31 | -$3 | -$3 | |
| 3.205 VANGUARD GROWTH INDEX ADM | 2021-12-20 | 2023-04-20 | $410 | $498 | -$88 | -$88 | |
| 1.377 VANGUARD SMALL-CAP INDEX FUND ADMIRAL SH | 2022-03-23 | 2023-04-20 | $124 | $139 | -$15 | -$15 | |
| 4.885 VANGUARD 500 INDEX ADMIRAL FUND #540 | 2022-01-25 | 2023-04-20 | $1,862 | $1,277 | $585 | $585 | |
| 8205.167 DODGE & COX INCOME FUND CLASS I #147 | 2023-02-15 | 2023-05-23 | $101,498 | $101,779 | -$281 | -$281 | |
| 2421.101 DODGE & COX INCOME FUND CLASS I #147 | 2023-04-20 | 2023-05-23 | $29,949 | $30,015 | -$66 | -$66 | |
| 33.757 FIDELITY INTERNATIONAL INDEX FUND #2363 | 2023-03-20 | 2023-05-23 | $1,538 | $1,440 | $98 | $98 | |
| 19.091 FIDELITY INTERNATIONAL INDEX FUND #2363 | 2023-03-20 | 2023-05-23 | $870 | $815 | $55 | $55 | |
| 451.645 FIDELITY MID CAP STOCK FUND #337 | 2023-03-20 | 2023-05-23 | $16,706 | $17,338 | -$632 | -$632 | |
| 277.394 FIDELITY MID CAP STOCK FUND #337 | 2023-03-20 | 2023-05-23 | $10,261 | $10,648 | -$387 | -$387 | |
| 171.012 FIDELITY INTERMEDIATE TREASURY BOND INDE | 2023-04-20 | 2023-05-23 | $1,669 | $1,683 | -$14 | -$14 | |
| 627.398 GOLDMAN SACHS GQG PARTNERS INTL OPP INST | 2023-02-15 | 2023-05-23 | $11,168 | $10,809 | $359 | $359 | |
| 393.911 GOLDMAN SACHS GQG PARTNERS INTL OPP INST | 2023-03-20 | 2023-05-23 | $7,012 | $6,790 | $222 | $222 | |
| 46.318 JP MORGAN LARGE CAP GROWTH R6 | 2022-08-25 | 2023-05-23 | $2,434 | $2,419 | $15 | $15 | |
| 34.812 JP MORGAN LARGE CAP GROWTH R6 | 2022-06-02 | 2023-05-23 | $1,829 | $1,818 | $11 | $11 | |
| 7.423 JP MORGAN SHORT DURATION BD R6 #3944 | 2023-01-26 | 2023-05-23 | $78 | $78 | |||
| 158.53 JP MORGAN SHORT DURATION BD R6 #3944 | 2023-04-20 | 2023-05-23 | $1,676 | $1,679 | -$3 | -$3 | |
| 787.241 JP MORGAN EQUITY INCOME FUND I FUND #312 | 2022-04-21 | 2023-05-23 | $16,965 | $18,185 | -$1,220 | -$1,220 | |
| 446.53353 JP MORGAN EQUITY INCOME FUND I FUND #312 | 2022-03-23 | 2023-05-23 | $9,623 | $10,323 | -$700 | -$700 | |
| 42.44047 JP MORGAN EQUITY INCOME FUND I FUND #312 | 2021-03-29 | 2023-05-23 | $915 | $918 | -$3 | -$3 | |
| 542.577 MFS INTNL DIVERSIFICATION R6 FUND #4878 | 2023-01-26 | 2023-05-23 | $11,915 | $11,980 | -$65 | -$65 | |
| 324.26466 MFS INTNL DIVERSIFICATION R6 FUND #4878 | 2023-01-26 | 2023-05-23 | $7,121 | $7,160 | -$39 | -$39 | |
| 22.33434 MFS INTNL DIVERSIFICATION R6 FUND #4878 | 2023-01-26 | 2023-05-23 | $490 | $493 | -$3 | -$3 | |
| .202 SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY | 2022-06-02 | 2023-05-23 | $2 | $2 | |||
| 45.785 SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY | 2022-06-02 | 2023-05-23 | $453 | $454 | -$1 | -$1 | |
| 190.67 THRIVENT SMALL CAP STOCK FUND S #94 | 2022-03-23 | 2023-05-23 | $5,007 | $6,090 | -$1,083 | -$1,083 | |
| 113.72266 THRIVENT SMALL CAP STOCK FUND S #94 | 2021-03-29 | 2023-05-23 | $2,986 | $3,690 | -$704 | -$704 | |
| 16.37834 THRIVENT SMALL CAP STOCK FUND S #94 | 2021-03-29 | 2023-05-23 | $430 | $531 | -$101 | -$101 | |
| 160.017 VANGUARD EQUITY INCOME ADM FUND #565 | 2022-06-02 | 2023-05-23 | $13,086 | $14,780 | -$1,694 | -$1,694 | |
| 74.49764 VANGUARD EQUITY INCOME ADM FUND #565 | 2022-06-02 | 2023-05-23 | $6,092 | $6,904 | -$812 | -$812 | |
| 14.02736 VANGUARD EQUITY INCOME ADM FUND #565 | 2022-06-02 | 2023-05-23 | $1,147 | $1,300 | -$153 | -$153 | |
| 7.166 VANGUARD SHORT TERM BOND INDEX ADMIRAL F | 2023-01-26 | 2023-05-23 | $71 | $71 | |||
| 164.825 VANGUARD SHORT TERM BOND INDEX ADMIRAL F | 2023-04-20 | 2023-05-23 | $1,643 | $1,648 | -$5 | -$5 | |
| 41.307 VANGUARD GROWTH INDEX ADM | 2021-11-23 | 2023-05-23 | $5,470 | $6,720 | -$1,250 | -$1,250 | |
| 31.607 VANGUARD GROWTH INDEX ADM | 2022-01-20 | 2023-05-23 | $4,185 | $4,769 | -$584 | -$584 | |
| 23.096 VANGUARD 500 INDEX ADMIRAL FUND #540 | 2021-11-23 | 2023-05-23 | $8,853 | $9,952 | -$1,099 | -$1,099 | |
| 17.957 VANGUARD 500 INDEX ADMIRAL FUND #540 | 2005-10-27 | 2023-05-23 | $6,883 | $1,952 | $4,931 | $4,931 | |
| 17.959 FIDELITY INTERNATIONAL INDEX FUND #2363 | 2023-03-20 | 2023-05-24 | $805 | $766 | $39 | $39 | |
| 26.30804 FIDELITY ADVISOR MEGA CAP STOCK I FUND 2 | 2023-05-23 | 2023-05-24 | $486 | $490 | -$4 | -$4 | |
| 48.69296 FIDELITY ADVISOR MEGA CAP STOCK I FUND 2 | 2023-05-23 | 2023-05-24 | $900 | $906 | -$6 | -$6 | |
| 60.496 FIDELITY INTERMEDIATE TREASURY BOND INDE | 2022-11-28 | 2023-05-24 | $589 | $584 | $5 | $5 | |
| 186.674 FIDELITY INTERMEDIATE TREASURY BOND INDE | 2023-04-20 | 2023-05-24 | $1,818 | $1,837 | -$19 | -$19 | |
| 16.009 JP MORGAN LARGE CAP GROWTH R6 | 2022-06-02 | 2023-05-24 | $837 | $836 | $1 | $1 | |
| 165.09 JP MORGAN CORE BOND R6 #3900 | 2023-05-23 | 2023-05-24 | $1,689 | $1,692 | -$3 | -$3 | |
| 58.26491 JP MORGAN SHORT DURATION BD R6 #3944 | 2023-01-26 | 2023-05-24 | $615 | $616 | -$1 | -$1 | |
| 149.64409 JP MORGAN SHORT DURATION BD R6 #3944 | 2023-01-26 | 2023-05-24 | $1,580 | $1,582 | -$2 | -$2 | |
| 38.122 JP MORGAN EQUITY INCOME FUND I FUND #312 | 2021-03-29 | 2023-05-24 | $813 | $765 | $48 | $48 | |
| 17.079 MFS INTNL DIVERSIFICATION R6 FUND #4878 | 2023-01-26 | 2023-05-24 | $371 | $377 | -$6 | -$6 | |
| 3.51003 MFS INTERNATIONAL EQUITY FUND R6 FUND 40 | 2023-05-23 | 2023-05-24 | $109 | $111 | -$2 | -$2 | |
| 21.98997 MFS INTERNATIONAL EQUITY FUND R6 FUND 40 | 2023-05-23 | 2023-05-24 | $683 | $692 | -$9 | -$9 | |
| 46.17768 SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY | 2022-06-02 | 2023-05-24 | $451 | $458 | -$7 | -$7 | |
| 4.86432 SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY | 2022-06-02 | 2023-05-24 | $48 | $48 | |||
| 20.345 THRIVENT SMALL CAP STOCK FUND S #94 | 2021-03-29 | 2023-05-24 | $527 | $660 | -$133 | -$133 | |
| 13.478 VANGUARD EQUITY INCOME ADM FUND #565 | 2022-06-02 | 2023-05-24 | $1,091 | $1,249 | -$158 | -$158 | |
| 53.10455 VANGUARD SHORT TERM BOND INDEX ADMIRAL F | 2023-01-26 | 2023-05-24 | $529 | $529 | |||
| 167.32945 VANGUARD SHORT TERM BOND INDEX ADMIRAL F | 2023-01-26 | 2023-05-24 | $1,667 | $1,668 | -$1 | -$1 | |
| 2.637 VANGUARD MID-CAP INDEX ADMIRAL SHARES # | 2022-03-23 | 2023-05-24 | $664 | $763 | -$99 | -$99 | |
| 13.764 VANGUARD GROWTH INDEX ADM | 2022-01-20 | 2023-05-24 | $1,814 | $2,037 | -$223 | -$223 | |
| 11.764 VANGUARD SMALL-CAP INDEX FUND ADMIRAL SH | 2022-03-23 | 2023-05-24 | $1,040 | $1,187 | -$147 | -$147 | |
| 14.528 VANGUARD 500 INDEX ADMIRAL FUND #540 | 2005-10-27 | 2023-05-24 | $5,528 | $1,579 | $3,949 | $3,949 | |
| 44.679 FIDELITY INTERNATIONAL INDEX FUND #2363 | 2023-06-29 | 2023-07-14 | $2,107 | $2,038 | $69 | $69 | |
| 137.616 FIDELITY ADVISOR MEGA CAP STOCK I FUND 2 | 2023-06-29 | 2023-07-14 | $2,725 | $2,615 | $110 | $110 | |
| 581.583 FIDELITY INTERMEDIATE TREASURY BOND INDE | 2023-01-26 | 2023-07-14 | $5,618 | $5,723 | -$105 | -$105 | |
| 43.906 JP MORGAN LARGE CAP GROWTH R6 | 2022-06-02 | 2023-07-14 | $2,600 | $2,293 | $307 | $307 | |
| 401.819 JP MORGAN CORE BOND R6 #3900 | 2023-05-23 | 2023-07-14 | $4,107 | $4,119 | -$12 | -$12 | |
| 554.717 JP MORGAN SHORT DURATION BD R6 #3944 | 2023-01-26 | 2023-07-14 | $5,841 | $5,863 | -$22 | -$22 | |
| 79.405 JP MORGAN EQUITY INCOME FUND I FUND #312 | 2022-06-02 | 2023-07-14 | $1,775 | $1,843 | -$68 | -$68 | |
| 55.205 MFS INTNL DIVERSIFICATION R6 FUND #4878 | 2023-06-29 | 2023-07-14 | $1,265 | $1,220 | $45 | $45 | |
| 48.188 MFS INTERNATIONAL EQUITY FUND R6 FUND 40 | 2023-06-29 | 2023-07-14 | $1,579 | $1,526 | $53 | $53 | |
| 127.536 SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY | 2022-06-02 | 2023-07-14 | $1,320 | $1,253 | $67 | $67 | |
| 29.04901 THRIVENT SMALL CAP STOCK FUND S #94 | 2022-03-23 | 2023-07-14 | $823 | $916 | -$93 | -$93 | |
| 25.68699 THRIVENT SMALL CAP STOCK FUND S #94 | 2022-03-23 | 2023-07-14 | $727 | $810 | -$83 | -$83 | |
| 3.40672 VANGUARD EQUITY INCOME ADM FUND #565 | 2022-06-02 | 2023-07-14 | $289 | $311 | -$22 | -$22 | |
| 24.96528 VANGUARD EQUITY INCOME ADM FUND #565 | 2022-06-02 | 2023-07-14 | $2,121 | $2,279 | -$158 | -$158 | |
| 564.658 VANGUARD SHORT TERM BOND INDEX ADMIRAL F | 2023-01-26 | 2023-07-14 | $5,601 | $5,630 | -$29 | -$29 | |
| 4.74608 VANGUARD MID-CAP INDEX ADMIRAL SHARES # | 2022-03-23 | 2023-07-14 | $1,322 | $1,374 | -$52 | -$52 | |
| 2.13192 VANGUARD MID-CAP INDEX ADMIRAL SHARES # | 2022-03-23 | 2023-07-14 | $594 | $617 | -$23 | -$23 | |
| 34.8418 VANGUARD GROWTH INDEX ADM | 2021-11-23 | 2023-07-14 | $5,187 | $5,490 | -$303 | -$303 | |
| 2.7622 VANGUARD GROWTH INDEX ADM | 2021-09-16 | 2023-07-14 | $411 | $435 | -$24 | -$24 | |
| 20.84043 VANGUARD SMALL-CAP INDEX FUND ADMIRAL SH | 2021-09-16 | 2023-07-14 | $2,030 | $2,181 | -$151 | -$151 | |
| 10.57757 VANGUARD SMALL-CAP INDEX FUND ADMIRAL SH | 2021-06-21 | 2023-07-14 | $1,030 | $1,104 | -$74 | -$74 | |
| 19.33377 VANGUARD 500 INDEX ADMIRAL FUND #540 | 2021-11-23 | 2023-07-14 | $8,040 | $8,037 | $3 | $3 | |
| 13.73623 VANGUARD 500 INDEX ADMIRAL FUND #540 | 2021-11-23 | 2023-07-14 | $5,713 | $5,880 | -$167 | -$167 | |
| 15.335 FIDELITY ADVISOR MEGA CAP STOCK I FUND 2 | 2023-05-23 | 2023-07-20 | $308 | $298 | $10 | $10 | |
| 11.553 JP MORGAN LARGE CAP GROWTH R6 | 2022-06-02 | 2023-07-20 | $680 | $603 | $77 | $77 | |
| 16.348 THRIVENT SMALL CAP STOCK FUND S #94 | 2021-03-29 | 2023-07-20 | $474 | $546 | -$72 | -$72 | |
| .227 VANGUARD MID-CAP INDEX ADMIRAL SHARES # | 2022-03-23 | 2023-07-20 | $64 | $66 | -$2 | -$2 | |
| 8.581 VANGUARD GROWTH INDEX ADM | 2022-01-20 | 2023-07-20 | $1,270 | $1,266 | $4 | $4 | |
| .56931 VANGUARD SMALL-CAP INDEX FUND ADMIRAL SH | 2022-03-23 | 2023-07-20 | $56 | $58 | -$2 | -$2 | |
| 6.52469 VANGUARD SMALL-CAP INDEX FUND ADMIRAL SH | 2022-03-23 | 2023-07-20 | $644 | $665 | -$21 | -$21 | |
| 3.6 VANGUARD 500 INDEX ADMIRAL FUND #540 | 2022-06-02 | 2023-07-20 | $1,507 | $1,392 | $115 | $115 | |
| 59.052 FIDELITY INTERMEDIATE TREASURY BOND INDE | 2023-04-20 | 2023-08-21 | $554 | $579 | -$25 | -$25 | |
| 41.573 JP MORGAN CORE BOND R6 #3900 | 2023-05-23 | 2023-08-21 | $413 | $427 | -$14 | -$14 | |
| 145.33 JP MORGAN SHORT DURATION BD R6 #3944 | 2023-04-20 | 2023-08-21 | $1,526 | $1,534 | -$8 | -$8 | |
| 142.258 VANGUARD SHORT TERM BOND INDEX ADMIRAL F | 2023-01-26 | 2023-08-21 | $1,401 | $1,418 | -$17 | -$17 | |
| 711.126 FIDELITY INTERMEDIATE TREASURY BOND INDE | 2023-01-26 | 2023-09-14 | $6,699 | $6,984 | -$285 | -$285 | |
| 245.31 FIDELITY INTERMEDIATE TREASURY BOND INDE | 2023-04-20 | 2023-09-14 | $2,311 | $2,402 | -$91 | -$91 | |
| 4.22 JP MORGAN LARGE CAP GROWTH R6 | 2022-06-02 | 2023-09-14 | $250 | $220 | $30 | $30 | |
| 495.71 JP MORGAN CORE BOND R6 #3900 | 2023-05-23 | 2023-09-14 | $4,947 | $5,081 | -$134 | -$134 | |
| 165.223 JP MORGAN CORE BOND R6 #3900 | 2023-05-23 | 2023-09-14 | $1,649 | $1,696 | -$47 | -$47 | |
| 698.885 JP MORGAN SHORT DURATION BD R6 #3944 | 2023-05-23 | 2023-09-14 | $7,345 | $7,387 | -$42 | -$42 | |
| 203.898 JP MORGAN SHORT DURATION BD R6 #3944 | 2023-04-20 | 2023-09-14 | $2,143 | $2,150 | -$7 | -$7 | |
| 835.739 MFS INTNL DIVERSIFICATION R6 FUND #4878 | 2023-08-31 | 2023-09-14 | $18,436 | $18,375 | $61 | $61 | |
| 455.865 MFS INTNL DIVERSIFICATION R6 FUND #4878 | 2023-03-20 | 2023-09-14 | $10,056 | $10,040 | $16 | $16 | |
| 9695.686 VANGUARD SHORT TERM BOND INDEX ADMIRAL F | 2023-08-31 | 2023-09-14 | $95,696 | $95,971 | -$275 | -$275 | |
| 2414.659 VANGUARD SHORT TERM BOND INDEX ADMIRAL F | 2023-07-20 | 2023-09-14 | $23,833 | $23,866 | -$33 | -$33 | |
| 8.643 VANGUARD GROWTH INDEX ADM | 2021-06-28 | 2023-09-14 | $1,282 | $1,274 | $8 | $8 | |
| 2.886 VANGUARD 500 INDEX ADMIRAL FUND #540 | 2022-06-02 | 2023-09-14 | $1,203 | $363 | $840 | $840 | |
| 28.16603 FIDELITY INTERNATIONAL INDEX FUND #2363 | 2023-09-14 | 2023-10-16 | $1,238 | $1,285 | -$47 | -$47 | |
| 24.67697 FIDELITY INTERNATIONAL INDEX FUND #2363 | 2023-08-31 | 2023-10-16 | $1,085 | $1,125 | -$40 | -$40 | |
| 185.104 FIDELITY ADVISOR MEGA CAP STOCK I FUND 2 | 2023-09-29 | 2023-10-16 | $3,621 | $3,676 | -$55 | -$55 | |
| 880.89356 FIDELITY INTERMEDIATE TREASURY BOND INDE | 2023-05-23 | 2023-10-16 | $8,122 | $8,630 | -$508 | -$508 | |
| 519.65344 FIDELITY INTERMEDIATE TREASURY BOND INDE | 2023-01-26 | 2023-10-16 | $4,791 | $5,113 | -$322 | -$322 | |
| 63.378 JP MORGAN LARGE CAP GROWTH R6 | 2022-06-02 | 2023-10-16 | $3,636 | $3,310 | $326 | $326 | |
| 564.01375 JP MORGAN CORE BOND R6 #3900 | 2023-05-23 | 2023-10-16 | $5,482 | $5,791 | -$309 | -$309 | |
| 374.14225 JP MORGAN CORE BOND R6 #3900 | 2023-05-23 | 2023-10-16 | $3,637 | $3,835 | -$198 | -$198 | |
| 954.13391 JP MORGAN SHORT DURATION BD R6 #3944 | 2023-05-23 | 2023-10-16 | $10,009 | $10,077 | -$68 | -$68 | |
| 244.11309 JP MORGAN SHORT DURATION BD R6 #3944 | 2023-01-26 | 2023-10-16 | $2,561 | $2,578 | -$17 | -$17 | |
| 50.89896 JP MORGAN EQUITY INCOME FUND I FUND #312 | 2022-08-25 | 2023-10-16 | $1,102 | $1,184 | -$82 | -$82 | |
| 59.37904 JP MORGAN EQUITY INCOME FUND I FUND #312 | 2022-08-25 | 2023-10-16 | $1,286 | $1,382 | -$96 | -$96 | |
| 33.93516 MFS INTERNATIONAL EQUITY FUND R6 FUND 40 | 2023-08-31 | 2023-10-16 | $1,018 | $1,075 | -$57 | -$57 | |
| 49.89384 MFS INTERNATIONAL EQUITY FUND R6 FUND 40 | 2023-08-31 | 2023-10-16 | $1,497 | $1,573 | -$76 | -$76 | |
| 203.289 SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY | 2022-06-02 | 2023-10-16 | $2,013 | $1,983 | $30 | $30 | |
| 13.30709 THRIVENT SMALL CAP STOCK FUND S #94 | 2022-04-21 | 2023-10-16 | $348 | $419 | -$71 | -$71 | |
| 20.82091 THRIVENT SMALL CAP STOCK FUND S #94 | 2022-03-23 | 2023-10-16 | $544 | $656 | -$112 | -$112 | |
| 13.1289 VANGUARD EQUITY INCOME ADM FUND #565 | 2022-06-02 | 2023-10-16 | $1,085 | $1,199 | -$114 | -$114 | |
| 20.9411 VANGUARD EQUITY INCOME ADM FUND #565 | 2022-06-02 | 2023-10-16 | $1,731 | $1,912 | -$181 | -$181 | |
| 385.54289 VANGUARD SHORT TERM BOND INDEX ADMIRAL F | 2022-11-28 | 2023-10-16 | $3,790 | $3,801 | -$11 | -$11 | |
| 89.97111 VANGUARD SHORT TERM BOND INDEX ADMIRAL F | 2022-11-28 | 2023-10-16 | $884 | $887 | -$3 | -$3 | |
| 602.94986 VANGUARD SHORT-TERM INVMT GRADE ADM CL F | 2023-09-14 | 2023-10-16 | $5,975 | $6,005 | -$30 | -$30 | |
| 142.58814 VANGUARD SHORT-TERM INVMT GRADE ADM CL F | 2023-09-14 | 2023-10-16 | $1,413 | $1,420 | -$7 | -$7 | |
| 2.69708 VANGUARD MID-CAP INDEX ADMIRAL SHARES # | 2022-04-21 | 2023-10-16 | $699 | $781 | -$82 | -$82 | |
| 4.33092 VANGUARD MID-CAP INDEX ADMIRAL SHARES # | 2022-03-23 | 2023-10-16 | $1,122 | $1,254 | -$132 | -$132 | |
| 23.1512 VANGUARD GROWTH INDEX ADM | 2021-10-18 | 2023-10-16 | $3,353 | $3,431 | -$78 | -$78 | |
| 36.1698 VANGUARD GROWTH INDEX ADM | 2021-06-28 | 2023-10-16 | $5,239 | $5,331 | -$92 | -$92 | |
| 5.93529 VANGUARD SMALL-CAP INDEX FUND ADMIRAL SH | 2021-06-21 | 2023-10-16 | $533 | $620 | -$87 | -$87 | |
| 16.84671 VANGUARD SMALL-CAP INDEX FUND ADMIRAL SH | 2021-06-21 | 2023-10-16 | $1,512 | $1,757 | -$245 | -$245 | |
| 19.78489 VANGUARD 500 INDEX ADMIRAL FUND #540 | 2022-04-21 | 2023-10-16 | $7,988 | $8,018 | -$30 | -$30 | |
| 29.19411 VANGUARD 500 INDEX ADMIRAL FUND #540 | 2022-04-21 | 2023-10-16 | $11,787 | $12,044 | -$257 | -$257 | |
| 35.331 JP MORGAN SHORT DURATION BD R6 #3944 | 2023-07-20 | 2023-10-20 | $370 | $372 | -$2 | -$2 | |
| 17.768 MFS INTERNATIONAL EQUITY FUND R6 FUND 40 | 2023-05-23 | 2023-11-20 | $566 | $576 | -$10 | -$10 | |
| 8.9 VANGUARD GROWTH INDEX ADM | 2021-06-28 | 2023-11-20 | $1,367 | $1,312 | $55 | $55 | |
| 3.077 VANGUARD 500 INDEX ADMIRAL FUND #540 | 2022-10-20 | 2023-11-20 | $1,294 | $1,042 | $252 | $252 | |
| 10.327 VANGUARD GROWTH INDEX ADM | 2021-06-28 | 2023-11-30 | $1,587 | $1,522 | $65 | $65 | |
| 2.612 JP MORGAN LARGE CAP GROWTH R6 | 2022-06-02 | 2023-12-20 | $163 | $136 | $27 | $27 | |
| 25.246 THRIVENT SMALL CAP STOCK FUND S #94 | 2021-12-09 | 2023-12-20 | $732 | $815 | -$83 | -$83 | |
| 15.875 VANGUARD SMALL-CAP INDEX FUND ADMIRAL SH | 2022-03-23 | 2023-12-20 | $1,590 | $1,606 | -$16 | -$16 | |
| 1.933 VANGUARD 500 INDEX ADMIRAL FUND #540 | 2022-10-20 | 2023-12-20 | $838 | $652 | $186 | $186 | |
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,851 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,213 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $351 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $351 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $351 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $72 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,500 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,572 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,221 | OverpaymentAmt |
| Applied To ES Tax | $352 | AppliedToESTaxAmt |
| Refund | $869 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEFF CARMICHAEL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7403746147 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 138 PUTNAM STREET | AddressLine1Txt |
| City | MARIETTA | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45750 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 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 | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| GEORGE BROUGHTON | ||||||
| 3700 STATE ROUTE 60 | MARIETTA | OH | 45750 | DIRECTOR | 1 | $0 |
| KEVIN EAGAN | ||||||
| 138 PUTNAM STREET | MARIETTA | OH | 45750 | GRANT COORDINATOR-VP, VC | 1 | $0 |
| JEFF CARMICHAEL | ||||||
| 138 PUTNAM STREET | MARIETTA | OH | 45750 | TREASURER | 1 | $0 |
| CHUCK SULERZYSKI | ||||||
| 138 PUTNAM STREET | MARIETTA | OH | 45750 | DIRECTOR | 1 | $0 |
| STACI MATHENEY | ||||||
| 138 PUTNAM STREET | MARIETTA | OH | 45750 | CHAIRMAN & PRESIDENT | 1 | $0 |
| JIM HUGGINS | ||||||
| 138 PUTNAM STREET | MARIETTA | OH | 45750 | DIRECTOR | 1 | $0 |
| KATHRYN BAILEY | ||||||
| 138 PUTNAM STREET | MARIETTA | OH | 45750 | VICE PRESIDENT | 1 | $0 |
| M RYAN KIRKHAM | ||||||
| 138 PUTNAM STREET | MARIETTA | OH | 45750 | SECRETARY | 1 | $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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,572,140 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $164,238 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,736,378 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,736,378 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $26,046 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,710,332 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $85,517 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $85,517 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $351 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $351 | TotalTaxAmt |
| Distributable Before Adj | $85,166 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $85,166 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $85,166 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $741,615 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $741,615 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $85,166 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $520,730 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $455,874 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $728,169 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $566,090 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $639,604 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,910,467 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $741,615 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $85,166 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $656,449 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,566,916 | 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 | $520,730 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,046,186 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $455,874 | ExcessFromYear4Amt |
| Excess From Year3 | $728,169 | ExcessFromYear3Amt |
| Excess From Year2 | $566,090 | ExcessFromYear2Amt |
| Excess From Year1 | $639,604 | ExcessFromYear1Amt |
| Excess From Current Year | $656,449 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KEVIN EAGAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 138 PUTNAM STREET | AddressLine1Txt |
| City | MARIETTA | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45750 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7403746172 | RecipientPhoneNum |
| Form And Info And Materials | GRANT APPLICATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | PRINCIPAL AREAS IN OHIO, WEST VIRGINIA, KENTUCKY, VIRGINIA, WASHINGTON DC, AND MARYLAND | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (250 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| WOODY WILLIAMS FOUNDATION | ||||||||
| ATTN CHAD L GRAHAM | 12123 SHELBYVILLE ROAD SUITE 100 | LOUISVILLE | KY | 40243 | NONE | PC | PROGRAM SUPPORT | $10,000 |
| STUART'S OPERA HOUSE | ||||||||
| 52 PUBLIC SQUARE | NELSONVILLE | OH | 45764 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| THE ARC OF THE MID OHIO VALLEY INC | ||||||||
| ATTN MS ELIZABETH FORD | 1917 DUDLEY AVE | PARKERSBURG | WV | 26101 | NONE | PC | PROGRAM SUPPORT | $3,273 |
| CENTRAL COMMUNITY HOUSE OF COLUMBUS INC | ||||||||
| ATTN MS DIANE JONES | 1150 E MAIN ST | COLUMBUS | OH | 43205 | NONE | PC | PROGRAM SUPPORT | $1,000 |
| THE DANE FOUNDATION INC | ||||||||
| ATTN MS LOWERY LOCKARD CEO | PO BOX 124 | CUYAHOGA FALLS | OH | 44222 | NONE | PC | PROGRAM SUPPORT | $1,000 |
| HIGHLANDS FOUNDATION INC | ||||||||
| ATTN MR EDWARD NAIRN | PO BOX 266 | PRESTONBURG | KY | 41653 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| WASHINGTON STATE COMMUNITY COLLEGE FND | ||||||||
| ATTN MS CHERYL CANADAY | 710 COLEGATE DR | MARIETTA | OH | 45750 | NONE | PC | SCHOLARSHIPS | $24,000 |
| HOCKING COLLEGE FOUNDATION | ||||||||
| ATTN MS KATIE CLELAND | 3301 HOCKING PKWY | NELSONVILLE | OH | 45764 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| LICKING COUNTY FAMILY YMCA | ||||||||
| ATTN MR EDWARD BOHREN | 470 WEST CHURCH ST | NEWARK | OH | 43055 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| HIGHLAND COUNTY SOCIETY FOR | ||||||||
| CRIPPLED CHILDREN & ADULTS | PO BOX 972 | HILLSBORO | OH | 45133 | NONE | PC | PROGRAM SUPPORT | $2,500 |
| RURAL ACTION INC | ||||||||
| ATTN MS DEBBIE PHILLIPS CEO | 9030 HOCKING HILLS DR | THE PLAINS | OH | 45780 | NONE | PC | PROGRAM SUPPORT | $3,000 |
| GROW HIGHLAND COUNTY | ||||||||
| ATTN MS TRACY EVANS | PO BOX 184 | HILLSBORO | OH | 45133 | NONE | PC | PROGRAM SUPPORT | $2,000 |
| HABITAT FOR HUMANITY INTL INC | ||||||||
| ATTN MS SARINA PARKER | 160 W MAIN ST | HILLSBORO | OH | 45133 | NONE | PC | PROGRAM SUPPORT | $2,500 |
| S EVE N - SERVING EVERY NEED INC | ||||||||
| ATTN MS JACQUELINE GENWRIGHT | 8407 BATES DR | BOWIE | MD | 20720 | NONE | PC | PROGRAM SUPPORT | $2,000 |
| SOUTHEASTERN OHIO PORT AUTHORITY | ||||||||
| ATTN MR ANDY KUHN | 204 FRONT ST | MARIETTA | OH | 45750 | NONE | PC | PROGRAM SUPPORT | $12,000 |
| VILLAGE OF LOWELL FOR EQUIPMENT REPLACEM | ||||||||
| REPLACEMENT AND REPAIR | PO BOX 337 | LOWELL | OH | 45744 | NONE | PC | PROGRAM SUPPORT | $2,300 |
| WOMEN WALKING WEST INC | ||||||||
| ATTN MS ALICIA FARBSTEIN | 8337 VERBENA LN | LIBERTY TWP | OH | 45044 | NONE | PC | PROGRAM SUPPORT | $3,000 |
| APPALACHIAN PARTNERSHIP INC | ||||||||
| 35 PUBLIC SQ | NELSONVILLE | OH | 45764 | NONE | PC | PROGRAM SUPPORT | $50,000 | |
| EAST AKRON NEIGHBORHOOD | ||||||||
| DEVELOPMENT CORP | 550 S ARLINGTON ST | AKRON | OH | 44306 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| MUSKINGUM VALLEY HEALTH CENTERS | ||||||||
| 859 N MAIN ST | MALTA | OH | 43758 | NONE | PC | PROGRAM SUPPORT | $15,000 | |
| PARADE OF THE HILLS COMMUNITY ASSOCIATIO | ||||||||
| PO BOX 157 | NELSONVILLE | OH | 45764 | NONE | PC | PROGRAM SUPPORT | $2,500 | |
| SHEPHERDS CENTER OF GREENBRIER VALLEY | ||||||||
| PO BOX 54 | LEWISBURG | WV | 24901 | NONE | PC | PROGRAM SUPPORT | $3,000 | |
| ATHENS ARTISTS MEMORIAL PROJECT | ||||||||
| ATTN MR DOUG BROOKS PRESIDENT | PO BOX 278 | ATHENS | OH | 45701 | NONE | PC | PROGRAM SUPPORT | $2,000 |
| BETSEY MILLS CORPORATION | ||||||||
| ATTN MRS KERRY JEAN WADDLEDIR | 300 FOURTH STREET | MARIETTA | OH | 45750 | NONE | PC | PROGRAM SUPPORT | $1,000 |
| DICKENS VICTORIAN VILLAGE | ||||||||
| ATTN MR JOEL LOSEGO BOARD MEMBER | 845 WHEELING AVE | CAMBRIDGE | OH | 43725 | NONE | PC | PROGRAM SUPPORT | $1,500 |
| EVERY MEAL | ||||||||
| 2723 PATTON RD | ROSEVILLE | MN | 55113 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| GREATER TWIN CITIES UNITED WAY | ||||||||
| 404 SOUTH EIGHTH STREET | MINNEAPOLIS | MN | 55404 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| JOHN CLEM RECOVERY HOUSE | ||||||||
| ATTN MR STEVE ABDELLA BOARD MEMBER | 8044 DAIRY LANE | ATHENS | OH | 45701 | NONE | PC | PROGRAM SUPPORT | $1,000 |
| MARIETTA COLLEGE | ||||||||
| 215 FIFTH STREET | MARIETTA | OH | 45750 | NONE | PC | PROGRAM SUPPORT | $30,000 | |
| MEMORIAL HEALTH FOUNDATION | ||||||||
| P O BOX 97 | MARIETTA | OH | 45750 | NONE | PC | PROGRAM SUPPORT | $25,000 | |
| NTL FNDN FOR CONSUMER CREDIT INC | ||||||||
| 2435 DUDLEY AVENUE | PARKERSBURG | WV | 26101 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| TYGART VALLEY UNITED WAY INC | ||||||||
| 221 WASHINGTON STREET | FAIRMONT | WV | 26554 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| UNITED APPEAL OF MASON COUNTY | ||||||||
| PO BOX 327 | MAYSVILLE | KY | 41056 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| UNITED WAY GUERNSEY & NOBLE | ||||||||
| PO BOX 5 | CAMBRIDGE | OH | 43725 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| UNITED WAY MUSK PERRY & MORGAN | ||||||||
| 526 PUTNAM AVE | ZANESVILLE | OH | 43701 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| UNITED WAY NATIONAL CAPITAL AREA | ||||||||
| 1577 SPRING HILL ROAD SUITE 420 | VIENNA | VA | 22182 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| UNITED WAY NORTHWEST VERMONT | ||||||||
| 412 FARRELL STREET SUITE 200 | S BURLINGTON | VT | 05403 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| UNITED WAY OF CENTRAL WV | ||||||||
| ATTN KRISTI MOREY | 1 UNITED WAY SQUARE | CHARLESTON | WV | 25301 | NONE | PC | PROGRAM SUPPORT | $4,000 |
| UNITED WAY OF CLINTON COUNTY INC | ||||||||
| ATTN MS AMANDA HARRISON | 63 W MAIN ST | WILMINGTON | OH | 45177 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| UNITED WAY OF COSHOCTON COUNTY | ||||||||
| ATTN MS LYN MIZER | PO BOX 84 | COSHOCTON | OH | 43812 | NONE | PC | PROGRAM SUPPORT | $2,000 |
| UNITED WAY OF EASTERN KENTUCKY | ||||||||
| PO BOX 1446 | PRESTONBURG | KY | 41653 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| UNITED WAY OF FAIRFIELD COUNTY | ||||||||
| 115 S BROAD STREET | LANCASTER | OH | 43130 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| UNITED WAY OF GALLIA COUNTY INC | ||||||||
| PO BOX 771 | GALLIPOLIS | OH | 45631 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| UNITED WAY OF GREATER CINCINNATI | ||||||||
| 2400 READING ROAD | CINCINNATI | OH | 45202 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| UNITED WAY OF GREATER CLEVELAND | ||||||||
| 1331 EUCLID AVE | CLEVELAND | OH | 44115 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| UNITED WAY OF GREATER RICHMOND | ||||||||
| 7814 CAROUSEL LN STE 400 | RICHMOND | VA | 23294 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| UNITED WAY OF GREENBRIER VALLEY | ||||||||
| PO BOX 572 | LEWISBURG | WV | 24901 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| UNITED WAY OF HARRISON COUNTY | ||||||||
| 445 WEST MAIN STREET ROOM 203 | CLARKSBURG | WV | 26301 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| UNITED WAY OF JACKSON COUNTY INC | ||||||||
| PO BOX 242 | JACKSON | OH | 45640 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| UNITED WAY OF KNOX COUNTY OHIO | ||||||||
| 305 E HIGH ST | MOUNT VERNON | OH | 43050 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| UNITED WAY OF LEWIS COUNTY | ||||||||
| PO BOX 44 | WESTON | WV | 26452 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| UNITED WAY OF LICKING COUNTY | ||||||||
| PO BOX 4490 | NEWARK | OH | 43058 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| UNITED WAY ALLIANCE OF MOV | ||||||||
| ATTN MS STACY DECICCO | 935 MARKET STREET | PARKERSBURG | WV | 26101 | NONE | PC | PROGRAM SUPPORT | $10,000 |
| UNITED WAY OF NORTHEAST KENTUCKY | ||||||||
| ATTN JERRI COMPTON | PO BOX 2285 | ASHLAND | KY | 41105 | NONE | PC | PROGRAM SUPPORT | $2,000 |
| UNITED WAY OF SUMMIT COUNTY | ||||||||
| 37 N HIGH STREET | AKRON | OH | 44308 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| UNITED WAY OF THE BLUEGRASS INC | ||||||||
| 651 PERIMETER DR STE 510 | LEXINGTON | KY | 40517 | NONE | PC | PROGRAM SUPPORT | $2,000 | |
| UNITED WAY OF THE RIVER CITIES | ||||||||
| 820 MADISON AVE | HUNTINGTON | WV | 25704 | NONE | PC | PROGRAM SUPPORT | $6,000 | |
| UNITED WAY OF WARREN COUNTY OHIO | ||||||||
| 645 OAK STREET | LEBANON | OH | 45036 | NONE | PC | PROGRAM SUPPORT | $2,000 | |
| UNITED WAY SCIOTO & ADAM CNTIES | ||||||||
| 1601 GRANT ST | PORTSMOUTH | OH | 45662 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| UNITED WAY UPPER OHIO VALLEY INC | ||||||||
| 1307 CHAPLINE STREET | WHEELING | WV | 26003 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| HUNGER SOLUTIONS MOV | ||||||||
| ATTN KEVIN EAGAN | 138 PUTNAM ST | MARIETTA | OH | 45750 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| BROOKESVILLE BAPTIST CHURCH | ||||||||
| 136 MIAMI ST | BROOKSVILLE | KY | 41004 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| CARING FOR OTHERS INC | ||||||||
| PO BOX 8 | TOLLESBORO | KY | 41189 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| EAST KENTUCKY DREAM CENTER | ||||||||
| ATTN MS RACHEL CAMPBELL-DOTSON | 127 HIBBARD ST | PIKEVILLE | KY | 41501 | NONE | PC | PROGRAM SUPPORT | $1,000 |
| MOUNTAINEER FOOD BANK INC | ||||||||
| ATTN MR J CHAD MORRISON CEO | 484 ENTERPRISE DR | GASSAWAY | WV | 26624 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| MT ORAB CH OF CHRIST FOOD PANTRY | ||||||||
| 400 SMITH RD | MT ORAB | OH | 45154 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| MT ORAB UNITED METHODIST CHURCH | ||||||||
| 212 CHURCH ST | MT ORAB | OH | 45154 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| NIGHBERT MEM UNITED METHODIST | ||||||||
| 301 COLE ST | LOGAN | WV | 25601 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| ROANE COUNTY HELPING HAND INC | ||||||||
| PO BOX 576 | SPENCER | WV | 25276 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| APPALACHIA REACH OUT | ||||||||
| PO BOX 2147 | INEZ | KY | 41224 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| FACING HUNGER FOODBANK INC | ||||||||
| ATTN CYNTHIA KIRKHARTDIRECTOR | 1327 7TH AVE | HUNTINGTON | WV | 25701 | NONE | PC | PROGRAM SUPPORT | $10,000 |
| THE GOOD SHEPHERDS PLACE | ||||||||
| ATTN MRS ROBIN SCANLANDIRECTOR | PO BOX 114 | BETHEL | OH | 45106 | NONE | PC | PROGRAM SUPPORT | $1,000 |
| GRACE PANTRY INC | ||||||||
| 1101 STEUBENVILLE AVE | CAMBRIDGE | OH | 43725 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| HEART & HAND OUTREACH MINISTRIES | ||||||||
| ATTN MR EDDIE BUCKLENDIRECTOR | 212 D ST | S CHARLESTON | WV | 25303 | NONE | PC | PROGRAM SUPPORT | $1,000 |
| POTTERS HOUSE MINISTRIES INC | ||||||||
| 5409 WINCHESTER AVE | PORTSMOUTH | OH | 45662 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| SOUTH WEBSTER FOOD PANTRY | ||||||||
| 8 POTTS ST | SOUTH WEBSTER | OH | 45682 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| BELPRE AREA MINISTRIES INC | ||||||||
| PO BOX 101 | BELPRE | OH | 45714 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| BLANCHESTER COMM FOOD PANTRY | ||||||||
| 318 E MAIN ST | BLANCHESTER | OH | 45107 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| CLINTON COUNTY COMM ACTION PROG | ||||||||
| PO BOX 32 | WILMINGTON | OH | 45177 | NONE | PC | PROGRAM SUPPORT | $2,000 | |
| COPE INC | ||||||||
| 900 N ALLEGHANY AVE | COVINGTON | VA | 244261143 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| LOAVES AND FISHES INC | ||||||||
| ATTN REVERAND SR JUDY YUNKER | 9608 MOORFIELD CIR | LOUISVILLE | KY | 40241 | NONE | PC | PROGRAM SUPPORT | $1,000 |
| FOOD PROGRAM AND CLOTHESLINE - JACKSON | ||||||||
| 210 PEARL ST | JACKSON | OH | 456401722 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| FRANKLIN AREA COMMUNITY SERVICES | ||||||||
| ATTN MARTY BAKER | 345 S MAIN ST | FRANKLIN | OH | 45005 | NONE | PC | PROGRAM SUPPORT | $1,000 |
| FREESTORE-FOODBANK INC | ||||||||
| 1141 CENTRAL PARKWAY | CINCINNATI | OH | 45202 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| GALLIA COUNTY SNACK PACK | ||||||||
| PO BOX 169 | GALLIPOLIS | OH | 45631 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| GODS PANTRY FOOD BANK INC | ||||||||
| ATTN REBECCA WALLACE | 1685 JAGGIE FOX WAY | LEXINGTON | KY | 40511 | NONE | PC | PROGRAM SUPPORT | $2,000 |
| HEART & HAND | ||||||||
| PO BOX 128 | PHILIPPI | WV | 26416 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| HEAVENS HARVEST FOOD PANRTY | ||||||||
| ATTN MS RENEE THORSBERRY | PO BOX 394 | MARTIN | KY | 41649 | NONE | PC | PROGRAM SUPPORT | $1,000 |
| HELPING HANDS CHRISTIAN OUTREACH | ||||||||
| 5 IVY COURT | JACKSON | KY | 413391185 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| HELPING HANDS INC | ||||||||
| PO BOX 633 | GREENUP | KY | 41144 | NONE | PC | PROGRAM SUPPORT | $2,000 | |
| HENRY COUNTY HELP CENTER INC | ||||||||
| 4844 NORTH MAIN ST | EMINENCE | KY | 40019 | NONE | PC | PROGRAM SUPPORT | $2,000 | |
| HOPE UNITED METHODIST CHURCH | ||||||||
| PO BOX 620 | WELLSTON | OH | 456920620 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| INTERCHURCH SOCIAL SERVICES | ||||||||
| PO BOX 1052 | MOUNT VERNON | OH | 43050 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| FAMILY PROMISE OF WARREN COUNTY | ||||||||
| ATTN MRS LINDA RABOLTDIRECTOR | 203 E WARREN ST | LEBANON | OH | 450361855 | NONE | PC | PROGRAM SUPPORT | $1,000 |
| LEBANON FOOD PANTRY INC | ||||||||
| ATTN JERRY HARROD | 190 NEW ST | LEBANON | OH | 45036 | NONE | PC | PROGRAM SUPPORT | $1,000 |
| LINCOLN COUNTY OPPORTUNITY CO | ||||||||
| 360 MAIN ST | HAMLIN | WV | 25523 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| LOWELL AREA MISSION BASKET | ||||||||
| PO BOX 227 | LOWELL | OH | 45744 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| MORGAN COUNTY UNITED MINISTRIES | ||||||||
| PO BOX 303 | MCCONNELSVILLE | OH | 43756 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| THE SALVATION ARMY | ||||||||
| 966 EAST MAIN STREET | COLUMBUS | OH | 43205 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| NO HUNGER FOOD PANTRY INC | ||||||||
| 1249 SARVIS FORK RD | SANDYVILLE | WV | 25275 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| RIPLEY FIRST PRESBYTERIAN CHURCH | ||||||||
| PO BOX 95 | RIPLEY | OH | 45167 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| UPSHUR COOPERATIVE PARISH INC | ||||||||
| 68 COLLEGE AVENUE | BUCKHANNON | WV | 26201 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| WATER INTO WINE FOOD PANTRY | ||||||||
| 5083 MIDDLE FORK B | SALYERSVILLE | KY | 41465 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| WEST FORK BAPTIST | ||||||||
| 10127 WEST FORK RD | GEORGETOWN | OH | 45121 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| WILLIAMSBURG COMMUNITY MISSION | ||||||||
| 330 GAY ST | WILLIAMSBURG | OH | 45176 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| LIMESTONE MINISTRIES INC | ||||||||
| 1679 FOREST AVENUE | MARYSVILLE | KY | 41056 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| ADAM'S HOUSE MINISTRIES | ||||||||
| 304 EAST ST | MIDDLEBOURNE | WV | 26149 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| ELY CHAPMAN EDUCATION FOUNDATION | ||||||||
| ATTN MR GARY L WILLIAMS | 403 SCAMMEL STREET | MARIETTA | OH | 45750 | NONE | PC | PROGRAM SUPPORT | $2,500 |
| FAMILY REFUGE CENTER INC | ||||||||
| ATTN MS COURTNEY MCCOY | PO BOX 213 COLEMAN DRIVE | LEWISBURG | WV | 24901 | NONE | PC | PROGRAM SUPPORT | $2,500 |
| WASHINGTON CNTY HARVEST OF HOPE | ||||||||
| PO BOX 902 | MARIETTA | OH | 45750 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| LEAD TRAINING | ||||||||
| 5325 DEERFILED BLVD | MASON | OH | 45040 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| SERVICE CORPS RETIRED EXECS ASSC | ||||||||
| ATTN MR MADHU DEWAN | 175 S MAIN ST SUITE 204 | AKRON | OH | 44308 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| SOME INC BUILDING FINANCIAL STABILITY | ||||||||
| ATTN MS ELYSIA DUNCAN | 71 O ST NW | WASHINGTON | DC | 20001 | NONE | PC | PROGRAM SUPPORT | $3,000 |
| WOODLEY HOUSE INC | ||||||||
| ATTN MS SUE BREITKOPF | 3000 CONNECTICUT AVE NW SUITE 108 | WASHINGTON | DC | 20008 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| SHAWNEE STATE UNIVERSITY-AP | ||||||||
| FOR ALYSA PINKERTON | 940 SECOND ST | PORTSMOUTH | OH | 45662 | NONE | I | SCHOLARSHIP | $5,000 |
| BLACKBAUD INC | ||||||||
| PO BOX 844827 | BOSTON | MA | 02287 | NONE | PC | PROGRAM SUPPORT | $15,900 | |
| ATRIUM MEDICAL CENTER | ||||||||
| ONE MEDICAL CENTER DR | MIDDLETOWN | OH | 45005 | NONE | PC | HOUSING INITIAVE | $2,500 | |
| BARREN COUNTY FAMILY YMCA | ||||||||
| 1 YMCA WAY | GLASCOW | KY | 42141 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| B-BUZZ BASEBALL LEAGUE | ||||||||
| PO BOX 22573 | BEACHWOOD | OH | 441220573 | NONE | PC | FIELD RENOVATION | $2,000 | |
| BEAUTIFY BARREN COUNTY | ||||||||
| 601 S GREEN ST | GLASCOW | KY | 42142 | NONE | PC | ENHANCING NATURAL BEAUTY | $1,000 | |
| BELPRE SOCCER CLUB | ||||||||
| PO BOX 157 | BELPRE | OH | 45714 | NONE | PC | FIELD IMPROVEMENTS | $1,000 | |
| BETHEL HISTORICAL SOCIETY | ||||||||
| 235 W PLANE ST | BETHEL | OH | 45106 | NONE | PC | PRESERVATION OF FIRE ESCAPE | $2,100 | |
| BLACKS IN GOVERNMENT | ||||||||
| WRIGHT YOUNG HALL | 3005 GEORGIA AVE NW 7 | WASHINGTON | DC | 30314 | NONE | PC | FOR NATIONAL TRAINING | $1,000 |
| BOYD COUNTY EMERGENCY MANAGEMENT | ||||||||
| 2039 MAIN STREET W | ASHLAND | KY | 41102 | NONE | PC | 2023 FLOOD & RESCUE | $1,000 | |
| BROWN COUNTY HORSEMANS ASSOC | ||||||||
| PO BOX 21268 | GEORGETOWN | OH | 45121 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| 21ST CENTURY PARKS INC | ||||||||
| 471 W MAIN ST SUITE 202 | LOUISVILLE | KY | 40202 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| ADALAND MANSION DEVELOPMENT | ||||||||
| PO BOX 74 | PHILIPPI | WV | 26416 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| AFTER THE DISASTER INC | ||||||||
| 2612 DIVISION ST EXT | PARKERSBURG | WV | 26101 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| AMERICA IN BLOOM | ||||||||
| PO BOX 44005 | COLUMBUS | OH | 432040005 | NONE | PC | BEAUTIFICATION | $1,000 | |
| AMERICAN CAVE CONSERVATION ASSN | ||||||||
| PO BOX 409 | HORSE CAVE | KY | 42749 | NONE | PC | HANDIAPPED ACCESSIBILITY | $2,000 | |
| AMERICAN NATIONAL RED CROSS | ||||||||
| 7650 E PIKE | NORWICH | OH | 200065310 | NONE | PC | FOR PROGRAM SUPPORT | $5,000 | |
| AMERICAN NATIONAL RED CROSS | ||||||||
| 113 LAKEVIEW DR | CHARLESTON | WV | 25313 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| AMPLIFY LOUISVILLE INC | ||||||||
| 819 EAST MARKET STREET STE 201 | LOUISVILLE | KY | 40206 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| AMPUTEE CENTER | ||||||||
| 2311 OHIO AVE STE B | PARKERSBURG | WV | 261012559 | NONE | PC | EMOTIONAL SUPPORT SERVICE | $1,000 | |
| ARTSBRIDGE INC | ||||||||
| 925 MARKET ST | PARKERSBRUG | WV | 26101 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| AUTISM RESOURCES & EDUCATION SYS | ||||||||
| 2631 STATE ROUTE 34 | WINFIELD | WV | 252137797 | NONE | PC | PROGRAM SUPPORT FOR | $2,000 | |
| BLUECOATS DRUM AND BUGLE CORPS | ||||||||
| 340 MISSISSIPPI ST SE | NORTH CANTON | OH | 447203608 | NONE | PC | PROGRAM SUPPORT | $25,000 | |
| BOONE COUNTY COMMUNITY ORG ASSN | ||||||||
| PO BOX 247 | MADISON | WV | 25130 | NONE | PC | NEW VEHICLE FOR HOME | $8,250 | |
| BOONE COUNTY SHERIFF'S OFFICE | ||||||||
| 200 STATE ST | MADISON | WV | 25130 | NONE | PC | PROGRAM SUPPORT | $8,500 | |
| BOONE COUNTY SOCCER CLUB INC | ||||||||
| PO BOX 892 | MADISON | WV | 25130 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| BOY SCOUTS OF AMERICA | ||||||||
| 2829 KANAWHA BLVD E | CHARLESTON | WV | 253111727 | NONE | PC | ANNUAL FUNDRAISING | $2,500 | |
| CAMBRIDGE MAIN STREET INITIATIVE INC | ||||||||
| PO BOX 713 | CAMBRIDGE | OH | 437250713 | NONE | PC | DETOUR TO DOWNTOWN | $3,000 | |
| CAMBRIDGE PERFORMING ARTS CTR | ||||||||
| 642 WHEELING AVE | CAMBRIDGE | OH | 43725 | NONE | PC | PROGRAM SUPPORT | $2,000 | |
| CAMBRIDGE-GUERNSEY COMMUNITY | ||||||||
| 9900 BRICK CHURCH ROAD STE 2 | CAMBRIDGE | OH | 43725 | NONE | PC | PROGRAM SUPPORT | $7,500 | |
| CARNEGIE LITERACY CENTER INC | ||||||||
| 251 W SECOND AVE | LEXINGTON | KY | 40507 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| CENTRAL VALLEY FEED THE HOMELESS | ||||||||
| 401 CENTRAL AVE | ELIZABETHTOWN | KY | 427011320 | NONE | PC | HOLIDAY DONATION | $1,000 | |
| CHILDRENS ADVOCACY CENTER | ||||||||
| 268 HIGHLAND AVE | CAMBRIDGE | OH | 43725 | NONE | PC | PROGRAM SUPPORT | $1,728 | |
| CHURCH IN THE VILLAGE | ||||||||
| 8673 SWEETBRIAR CT | FRANKLIN | OH | 450057907 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| CHURCH OF THE NAZARENE INC | ||||||||
| 533 JEFFERSON AVE | CAMBRIDGE | OH | 43725 | NONE | PC | BOOT DRIVE | $2,500 | |
| CITY OF ASHLAND KY FIRE DEPT | ||||||||
| 1021 CARTER AVE | ASHLAND | KY | 41101 | NONE | PC | PROGRAM SUPPORT | $5,690 | |
| CLARKSBURG LEAGUE FOR SERVICE INC | ||||||||
| PO BOX 35 | CLARKSBURG | WV | 26301 | NONE | PC | PROGRAM SUPPORT | $1,500 | |
| COMMUNITIES IN SCHOOLS | ||||||||
| GREENBRIER COUNTY | PO BOX 1188 | LEWISBURG | WV | 24901 | NONE | PC | PROGRAM SUPPORT | $2,000 |
| COMMUNITY ACTION OF SO KY INC | ||||||||
| 921 BEAUTY AVE | BOWLING GREEN | KY | 42101 | NONE | PC | PROGRAM SUPPORT | $3,000 | |
| COMMUNITY ACTION-WASH MORGAN OH | ||||||||
| 218 PUTNAM ST | MARIETTA | OH | 457503014 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| COMMUNITY KITCHEN INC | ||||||||
| 640 S OHIO AVE | COLUMBUS | OH | 43205 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| COMPREHEND INC | ||||||||
| 611 FOREST AVENUE | MAYSVILLE | KY | 41056 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| CONESVILLE ELEMENTARY SCHOOL PTO | ||||||||
| 199 STATE ST | CONESVILLE | OH | 438119747 | NONE | PC | RIVER VIEW PLAYGROUND | $2,000 | |
| CURRY MUSIC FOUNDATION INC | ||||||||
| 8800 MACCORKLE AVE | MARMET | WV | 25315 | NONE | PC | PROGRAM SUPPORT | $2,500 | |
| DARE TO CARE INC | ||||||||
| 5803 FERN VALLEY RD | LOUISVILLE | KY | 40228 | NONE | PC | PROGRAM SUPPORT | $2,000 | |
| EDMONSON COUNTY SENIOR PANTRY | ||||||||
| 108 EAST MAIN CROSS STREET | BROWNSVILLE | KY | 422100000 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| EMMANUEL UNITED METHODIST CHURCH | ||||||||
| 136 SCHOOLHOUSE WAY | WHITE SULPHUR SPRINGS | WV | 24986 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| EMPOWERMENT ACADEMY INC | ||||||||
| 2625 FREDERICA STREET STE 2A | OWENSBORO | KY | 42301 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| FOOD NETWORK ANGELS | ||||||||
| 3790 US HIGHWAY 50 | WILLIAMSBURG | OH | 45176 | NONE | PC | PROGRAM SUPPORT | $2,000 | |
| FOODWORKS ALLIANCE LLC | ||||||||
| 2725 PINKERTON ROAD | ZANESVILLE | OH | 437011513 | NONE | PC | PROGRAM SUPPORT | $6,189 | |
| FOSTERING GOODWILL INC | ||||||||
| PO BOX 54561 | LEXINGTON | KY | 405554561 | NONE | PC | PROGRAM SUPPORT | $2,000 | |
| FRONTIER HOUSING INC | ||||||||
| 5445 FLEMINGSBURG RD | MOREHEAD | KY | 40351 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| GATEWAY INDUSTRIES INC | ||||||||
| 787 EDGAR AVE | RONCEVERTE | WV | 249701488 | NONE | PC | PROGRAM SUPPORT | $3,000 | |
| GMN TRI-COUNTY COMMUNITY ACTION | ||||||||
| 615 NORTH STREET | CALDWELL | OH | 43724 | NONE | PC | PROGRAM SUPPORT | $6,000 | |
| GOSPEL MISSION OF MARIETTA INC | ||||||||
| 309 LANCASTER ST | MARIETTA | OH | 457502738 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| GREATER MARIETTA COM FOOD PANTRY | ||||||||
| 635 STATE ROUTE 821 | MARIETTA | OH | 457505304 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| GREEN COUNTY MINISTERIAL ASSN | ||||||||
| PO BOX 124 | GREENSBURG | KY | 427430124 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| GREENBRIER COUNTY HUMANE SOCIETY | ||||||||
| 151 HOLLIDAY LANE | LEWISBURG | WV | 24901 | NONE | PC | PROGRAM SUPPORT | $3,000 | |
| HABITAT FOR HUMANITY-SUMMIT CNTY | ||||||||
| 2301 ROMIG ROAD | AKRON | OH | 44256 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| HELPING THE HARD WORKING INC | ||||||||
| 1032 AUSTIN TRACY RD | LUCAS | KY | 42141 | NONE | PC | PROGRAM SUPPORT | $2,500 | |
| HERE2HELP | ||||||||
| 4814 FALSTONE AVE | CHEVY CHASE | MD | 20815 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| HOCKING-ATHENS PERRY COMMUNITY ACTION | ||||||||
| PO BOX 220 | GLOUSTER | OH | 457320220 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| HOPE4VETS | ||||||||
| 443 MARRTOWN RD | PARKERSBURG | WV | 26101 | NONE | PC | PROGRAM SUPPORT | $2,400 | |
| HUMANE SOCIETY OF THE OHIO VALLEY | ||||||||
| 90 MT TOM RD | MARIETTA | OH | 45750 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| HUNTINGTON CHILDRENS MUSEUM INC | ||||||||
| 66 BRICKSHIRE LN | BARBOURSVILLE | WV | 255041968 | NONE | PC | BULDING BLOCKS | $1,000 | |
| JACKSON COUNTY PUBLIC LIBRARY | ||||||||
| 208 CHURCH ST N | RIPLEY | WV | 252711204 | NONE | PC | PROGRAM SUPPORT | $4,685 | |
| K9 SEARCH & RESCUE SERVICES-WV | ||||||||
| 31 BARRCUT RD | SPENCER | WV | 25276 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| LEADERSHIP KENTUCKY FOUNDATION INC | ||||||||
| 464 CHENAULT RD | FRANKFORT | KY | 406019260 | NONE | PC | PROGRAM SUPORT | $1,000 | |
| LEXINGTON HISTORY MUSEUM | ||||||||
| PO BOX 748 | LEXINGTON | KY | 40588 | NONE | PC | PROGRAM SUPORT | $3,000 | |
| LIVING FAITH BAPTIST CHURCH | ||||||||
| 6515 US HIGHWAY 231 N | HARTFORD | KY | 423479578 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| LUCKY SWING FOUNDATION | ||||||||
| 293 PELICAN | MAGNOLIA | TX | 77355 | NONE | PC | PROGRAM SUPPORT | $2,500 | |
| MADISONVILLE EDUCATION & ASSIST | ||||||||
| 4600 ERIE AVE | CINCINNATI | OH | 452272225 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| MARIETTA COMMUNITY FOUNDATION INC | ||||||||
| 100 PUTNAM ST | MARIETTA | OH | 457502942 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| METRO UNITED WAY INC | ||||||||
| PO BOX 4488 | LOUISVILLE | KY | 402040488 | NONE | PC | PROGRAM SUPPORT | $4,000 | |
| MOUNT COMPREHENSIVE HEALTH CORP | ||||||||
| 226 MEDICAL PLAZA LN | WHITESBURG | KY | 41858 | NONE | PC | PROGRAM SUUPORT | $5,000 | |
| MY SISTERS PLACE INC | ||||||||
| PO BOX 21463 | WASHINGTON | DC | 20009 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| NEWPORT COMMUNITY FOOD PANTRY | ||||||||
| 245 GREENE ST | NEWPORT | OH | 45768 | NONE | PC | DONATION | $800 | |
| OHIO COUNTY & INDEPENDENT | ||||||||
| AGRICULTURAL SOCIETIES | PO BOX 564 | HILLSBORO | OH | 45133 | NONE | PC | PROGRAM SUPPORT | $2,000 |
| OHIO PINK RIBBON FUND | ||||||||
| 5585 MARION JOHNSON RD | ATHENS | OH | 45701 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| OHIO VALLEY SCHOOL | ||||||||
| OF CELTIC DANCE AND CULTURE | 70 NORTH PLAINS ROAD | THE PLAINS | OH | 45780 | NONE | PC | PROGRAM SUPPORT | $3,000 |
| OLDE TOWN COVINGTON | ||||||||
| 450 W MAIN ST STE 100 | COVINGTON | VA | 24426 | NONE | PC | PROGRAM SUPPORT | $2,000 | |
| ONEILL SENIOR CENTER INC | ||||||||
| 333 4TH ST | MARIETTA | OH | 457502002 | NONE | PC | FLOORING FOR KTCHEN | $1,000 | |
| OPPTY PARISH ECUMENICAL NBHD | ||||||||
| MS JULIE CARNEAL CEO | 941 PRINCETON ST | AKRON | OH | 44311 | NONE | PC | HOLIDAY DONATION | $1,000 |
| PADEN CITY CHRISTIAN CHURCH | ||||||||
| 105 E MAIN ST | PADEN CITY | WV | 26159 | NONE | PC | HOLIDAY DONATION | $1,000 | |
| PAPER CIRCLE | ||||||||
| 35 W COLUMBUS ST | NELSONVILLE | OH | 457641111 | NONE | PC | CAPACITY BUILDING HARDWARE | $1,000 | |
| PLEASANT VALLEY BAPTIST CHURCH | ||||||||
| 800 PLEASANT VALLEY RD | OWENSBORO | KY | 423030555 | NONE | PC | HOLIDAY DONATION | $1,000 | |
| PRESBYTERIAN CH CHAPEL OF GRACE | ||||||||
| P O BOX 415 | POINT PLEASEANT | WV | 25550 | NONE | PC | HOLIDAY DONATION | $1,000 | |
| PROTESTANT EPISCOPAL CHURCH-WV | ||||||||
| MR DAVID COOPER SENIOR WARDEN | PO BOX 5400 | CHARLESTON | WV | 25361 | NONE | PC | HOLIDAY DONATION | $1,000 |
| PROVIDENCE FOUNDATION | ||||||||
| 5252 TAMARACK CIRCLE EAST APT D | COLUMBUS | OH | 43229 | NONE | PC | PROGRAM SUPPORT | $2,000 | |
| RESOLVE SOLUTIONS INCORPORATED | ||||||||
| 504 TRIADELPHIA WAY | ALEXANDRIA | VA | 22312 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| RIVER CITIES HARVEST INC | ||||||||
| PO BOX 2136 | ASHLAND | KY | 411052136 | NONE | PC | HOLIDAY DONATION | $1,000 | |
| ROTARY INTERNATIONAL | ||||||||
| DENNIS HARDING | PO BOX 211 | BYESVILLE | OH | 437230211 | NONE | PC | HOLIDAY DONATION | $1,000 |
| ROTARY INTERNATIONAL | ||||||||
| P O BOX 387 | HILLIARD | OH | 430260387 | NONE | PC | ANNUAL SHARE DRIVE FUND | $5,000 | |
| RUSSELL DUGOUT CLUB | ||||||||
| PO BOX 365 | FLATWOODS | KY | 41139 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| RUSSELL MCDOWELL INTER SCHL PTO | ||||||||
| 1900 LONG ST | FLATWOODS | KY | 411392128 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| SCOTT SKYHAWKS ATHLETIC TRIBUTE | ||||||||
| 1097 COUNTRY ESTATES RD | DANVILLE | WV | 25053 | NONE | PC | PROGRAM SUPPORT | $3,800 | |
| SLEEP IN HEAVENLY PEACE INC | ||||||||
| 1560 ELDRIDGE AVENUE | TWIN FALLS | ID | 833017815 | NONE | PC | PROGRAM SUPPORT | $1,500 | |
| STATE OF WV- WVA UNIVERSITY | ||||||||
| 455 FOSTER RD | FOSTER | WV | 25081 | NONE | PC | PROGRAM SUPPORT | $2,000 | |
| SUNNYSIDE CHURCH OF CHRIST | ||||||||
| 103 WILLETSVILLE PIKE | HILLSBORO | OH | 45133 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| SUTTON VOLUNTEER FIRE DEPARTMENT | ||||||||
| 403 MAIN ST | SUTTON | WV | 266011322 | NONE | PC | PROGRAM SUPPORT | $2,000 | |
| SYMPHONY PRO MUSICA SOCIETY INC | ||||||||
| PO BOX 332 | HUDSON | MA | 017490332 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| THE LIFEHOUSE | ||||||||
| PO BOX 503 | HUNTINGTON | WV | 257100503 | NONE | PC | PROGRAM SUPPORT | $4,000 | |
| TURNING THE PAGE | ||||||||
| 80 M STREET SE STE 110 | WASHINGTON | DC | 20003 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| UNITED HELPING HANDS OF PIKEVILLE INC | ||||||||
| PO BOX 799 | PIKEVILLE | KY | 415020799 | NONE | PC | GENERAL GRANT | $1,000 | |
| UNITED WAY OF CENTRAL KY | ||||||||
| 604 N MAIN ST | ELIZABETHTOWN | KY | 427011223 | NONE | PC | HOLIDAY DONATION | $1,000 | |
| UNITED WAY OF SOUTHERN KENTUCKY | ||||||||
| 1110 COLLEGE ST | BOWLING GREEN | KY | 421012619 | NONE | PC | HOLIDAY DONATION | $5,000 | |
| UNITED WAY OF THE OHIO VALLEY | ||||||||
| PO BOX 705 | OWENSBORO | KY | 423020705 | NONE | PC | HOLIDAY DONATION | $3,000 | |
| UPPER ROOM FOOD PANTRY | ||||||||
| 803 VINE ST | COSHOCTON | OH | 43812 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| VFW DANIEL BOONE POST 5578 | ||||||||
| PO BOX 272 | MADISON | WV | 25130 | NONE | PC | HOLIDAY DONATION | $1,000 | |
| WARREN LOCAL SCHOOLS | ||||||||
| 220 SWEETAPPLE RD | VINCENT | OH | 45784 | NONE | PC | PROGRAM SUPPORT | $2,000 | |
| WELL INCUBATOR | ||||||||
| 1704 DIXIE HWY | LOUISVILLE | KY | 402102314 | NONE | PC | PROGRAM SUPPORT | $3,500 | |
| WELLSTON FIRE DHM | ||||||||
| 200 PENNSYLVANIA AVE | WELLSTON | OH | 45692 | NONE | PC | HOLIDAY DONATION | $2,000 | |
| WEST VIRGINIA GOLF ASSOCIATION | ||||||||
| 1 FRANCES P JORDON WAY | CHARLESTON | WV | 25302 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| YMCA LANCASTER & FAIRFIELD CTY | ||||||||
| 465 W 6TH AVE | LANCASTER | OH | 431302547 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| THE RARDEN DAILY BREAD INC | ||||||||
| P O BOX 3 | RARDEN | OH | 45671 | NONE | PC | PROGRAM SUPPORT | $2,000 | |
| BURLINGTON ROTARY FOUNDATION | ||||||||
| 23 NOTTINGHAM LN | BURLINGTON | VT | 054082484 | NONE | PC | SUPPORTS PROGRAM | $2,500 | |
| Oak Grove Christian School | ||||||||
| 535 BF GOODRICH RD | Marietta | OH | 45750 | NONE | PC | GENERAL SUPPORT | $26,000 | |
| Fairmont State University | ||||||||
| 1202 LOCUST AVE | Fairmont | WV | 26554 | NONE | PC | SCHOLARSHIP | $2,000 | |
| Ohio Northern University | ||||||||
| 525 S MAIN ST | Ada | OH | 45810 | NONE | PC | SCHOLARSHIP | $1,000 | |
| Eastern Kentucky University | ||||||||
| 521 LANCASTER AVE | Richmond | KY | 40475 | NONE | PC | SCHOLARSHIP | $1,000 | |
| University of Pikeville | ||||||||
| Office of Business Affairs | 147 SYCAMORE ST | Pikeville | KY | 41501 | NONE | PC | SCHOLARSHIP | $1,000 |
| Georgetown College | ||||||||
| Office of Financial Planning | 400 EAST COLLEGE ST | Georgetown | KY | 40324 | NONE | PC | SCHOLARSHIP | $1,000 |
| University of Cincinnati | ||||||||
| Office of the Bursar Sponsored Student | PO BOX 210140 | Cincinnati | OH | 452210140 | NONE | PC | SCHOLARSHIP | $1,000 |
| Davis & Elkins College | ||||||||
| 100 CAMPUS DRIVE | Elkins | WV | 26241 | NONE | PC | SCHOLARSHIP | $1,000 | |
| Marietta College | ||||||||
| Office of Student Financial Services | 215 5TH ST | Marietta | OH | 45750 | NONE | PC | SCHOLARSHIP | $12,500 |
| The Ohio State University | ||||||||
| PO BOX 183248 | Columbus | OH | 432183248 | NONE | PC | SCHOLARSHIP | $2,000 | |
| Bowling Green State University | ||||||||
| Office of the Bursar | 1001 E WOOSTER STREET | Bowling Green | OH | 43403 | NONE | PC | SCHOLARSHIP | $1,000 |
| Washington State Community College | ||||||||
| 710 COLEGATE DRIVE | Marietta | OH | 45750 | NONE | PC | SCHOLARSHIP | $1,000 | |
| Xavier University | ||||||||
| 3800 VICTORY PKWY | Cincinnati | OH | 45207 | NONE | PC | SCHOLARSHIP | $1,000 | |
| Wright State University | ||||||||
| 3640 COLONEL GLENN HWY | Dayton | OH | 454350001 | NONE | PC | SCHOLARSHIP | $1,000 | |
| Liberty University | ||||||||
| PO BOX 10425 | Lynchburg | VA | 24506 | NONE | PC | SCHOLARSHIP | $1,000 | |
| Ohio Wesleyan University | ||||||||
| SLOCUM HALL 302 | Deleware | OH | 43015 | NONE | PC | SCHOLARSHIP | $1,000 | |
| West Virginia University Parkersburg | ||||||||
| 300 CAMPUS DRIVE | Parkersburg | WV | 26104 | NONE | PC | SCHOLARSHIP | $1,000 | |
| Antioch College | ||||||||
| 1 MORGAN PLACE | Yellow Springs | OH | 45387 | NONE | PC | SCHOLARSHIP | $1,000 | |
| Glenville State College | ||||||||
| 200 HIGH STREET | Glenville | WV | 26351 | NONE | PC | SCHOLARSHIP | $1,000 | |
| Ohio University | ||||||||
| CHUBB HALL 020 | Athens | OH | 45701 | NONE | PC | SCHOLARSHIP | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $740,615 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $42,736 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,213 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $46,230 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $46,230 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PEOPLES BANK NA | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PEOPLES BANK NA | AddressLine1Txt |
| Address Line2 | 138 PUTNAM STREET | AddressLine2Txt |
| City | MARIETTA | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45750 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $840,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER ALLOCABLE EXPENSE-PRINCI | $200 | $100 | $100 |
| TAX PREPARATION FEE (NON-ALLOC | $1,800 | $900 | $900 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (11 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PRINCIPAL SHORT #4588 CL INST | ||
| VANGUARD SHORT-TERM INVT GRADE | ||
| DODGE & COX INCOME FUND CLASS | ||
| JP MORGAN CORE BOND R6 #3900 | $140,026 | $141,116 |
| VANGUARD HIGH YIELD CORPORATE | ||
| VANGUARD INTERMEDIATE TERM TRE | ||
| BLACKROCK SYSTEMATIC MULTI-STR | ||
| JP MORGAN SHORT DURATION BD R6 | $176,487 | $180,819 |
| VANGUARD SHORT TERM BOND INDEX | $68,063 | $69,678 |
| FIDELITY INTERMEDIATE TREASURY | $194,978 | $197,090 |
| VANGUARD SHORT-TERM INVMT GRAD | $108,757 | $111,646 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (16 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD 500 INDEX ADMIRAL FUN | $226,515 | $350,054 |
| VANGUARD GROWTH INDEX ADM | $92,938 | $129,888 |
| JP MORGAN EQUITY INCOME FUND I | $44,044 | $48,963 |
| VANGUARD MID-CAP INDEX ADMIRAL | $35,768 | $41,195 |
| THRIVENT SMALL CAP STOCK FUND | $29,873 | $30,768 |
| VANGUARD SMALL-CAP INDEX FUND | $53,899 | $61,821 |
| VANGUARD SMALL CAP VALUE INDEX | ||
| MFS INTERNATIONAL GROWTH FUND | $47,512 | $49,861 |
| JP MORGAN LARGE CAP GROWTH R6 | $49,825 | $60,887 |
| VANGUARD EQUITY INCOME ADM FUN | $63,623 | $59,861 |
| FIDELITY MID CAP STOCK FUND #3 | ||
| GOLDMAN SACHS GQG PARTNERS INT | ||
| SCHWAB FUNDAMENTAL INTERNATION | $46,246 | $48,804 |
| VANGUARD DEVELOPED MARKETS IND | ||
| FIDELITY ADVISOR MEGA CAP STOC | $62,089 | $69,769 |
| FIDELITY INTERNATIONAL INDEX F | $44,932 | $49,604 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTUAL FUND TIMING | Desc |
| Amt | $14 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Revenue And Expenses Per Books | $2,281 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| WASH SALES ADJUSTMENTS | $2,488 |
| ROUNDING | $8 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMNT MNGMNT FEES (NON-DED | CategoryTxt |
| Amt | $17,309 | Amt |
| Net Investment Income | $17,309 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES ON QUALIFIED FOR | $317 | $317 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $41 | $41 | $0 |
Comments