FIBUS FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- FIBUS FAMILY FOUNDATION (EIN 34-1340458)
- Tax period
- 2021-06-01 to 2022-05-31
- Filed
- 2023-02-21
- IRS object ID
- 202300529349101000
- Schema version
- 2021v4.2
- 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 Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-02-21T15:57:43-06:00 | ReturnTs |
| Tax Period End | 2022-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341897225 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HILL BARTH & KING LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6603 SUMMIT DRIVE | AddressLine1Txt |
| City | CANFIELD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44406 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341340458 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIBUSHENDRICKS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FIBU | BusinessNameControlTxt |
| Phone | 3305447171 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 470 | AddressLine1Txt |
| City | NILES | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44446 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | C KENNETH FIBUS | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3305447171 | PhoneNum |
| Signature | 2023-02-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | C | PersonFirstNm |
| Person Last | KENNETH FIBUS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES DASCENZO | PreparerPersonNm |
| PTIN | P00045020 | PTIN |
| Phone | 3307588613 | PhoneNum |
| Preparation | 2023-02-07 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-03-07 01:45:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,788,334 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $250,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $458,966 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $458,966 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $455,125 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,792,255 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $455,125 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,164,091 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $914,091 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,338 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,338 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $6,305 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $200 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $37,698 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $37,698 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $48,341 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $37,698 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,538 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $425,650 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $425,650 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $473,991 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $37,698 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $430,188 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $690,100 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $876,393 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $532,380 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $22,857 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $22,857 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,998,928 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,202,040 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,698,989 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,299,831 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,296,342 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,066,488 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $5,831,139 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,521,239 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,788,334 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $5,831,139 | CapitalStockBOYAmt |
| Capital Stock EOY | $6,521,239 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,831,139 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,521,239 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,831,139 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,521,239 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,831,139 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $690,100 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,521,239 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,521,239 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| FIDELITY CONTRAFUND | P | 2010-01-01 | 2021-07-21 | $299,985 | $140,357 | $159,628 | $159,628 |
| FIDELITY LOW-PRICED STOCK | P | 2010-01-01 | 2021-07-21 | $99,985 | $90,291 | $9,694 | $9,694 |
| FIRST TRUST LOW DURATION | P | 2010-01-01 | 2021-07-22 | $227,259 | $230,985 | -$3,726 | -$3,726 |
| T. ROWE PRICE COMM & TECH INVESTOR | P | 2010-01-01 | 2021-07-22 | $35,437 | $12,448 | $22,989 | $22,989 |
| T. ROWE PRICE GLOBAL TECHNOLOGY | P | 2010-01-01 | 2021-07-22 | $51,903 | $21,952 | $29,951 | $29,951 |
| T. ROWE PRICE HEALTH SCIENCES | P | 2010-01-01 | 2021-07-22 | $88,620 | $43,185 | $45,435 | $45,435 |
| T. ROWE PRICE NEW HORIZONS | P | 2010-01-01 | 2021-07-22 | $250,881 | $122,406 | $128,475 | $128,475 |
| SCHWAB US BROAD MARKET | P | 2020-03-13 | 2021-07-22 | $101,839 | $58,839 | $43,000 | $43,000 |
| MAIN STREET CAPITAL | P | 2020-12-29 | 2021-07-22 | $29,016 | $21,931 | $7,085 | $7,085 |
| JP MORGAN STRATEGIC INCOME | P | 2010-01-01 | 2021-10-26 | $175,442 | $173,132 | $2,310 | $2,310 |
| ISHARES MSCI | P | 2020-09-24 | 2021-10-26 | $70,889 | $53,299 | $17,590 | $17,590 |
| JPMORGAN STRATEGIC INCOME | P | 2021-07-22 | 2021-10-26 | $98,099 | $98,119 | -$20 | -$20 |
| PIMCO INTERNATIONAL BOND | P | 2010-01-01 | 2022-03-09 | $72,291 | $75,387 | -$3,096 | -$3,096 |
| PIMCO INTERNATIONAL BOND | P | 2010-01-01 | 2022-03-09 | $108,886 | $109,429 | -$543 | -$543 |
| ISHARES MSCI | P | 2019-03-27 | 2022-03-09 | $64,709 | $66,677 | -$1,968 | -$1,968 |
| ISHARES MSCI | P | 2021-10-26 | 2022-03-09 | $17,014 | $18,693 | -$1,679 | -$1,679 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $455,125 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,182 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,182 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,182 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,800 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,800 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $38 | EsPenaltyAmt |
| Tax Due | $3,420 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ROBERT K HENDRICKS JR | IndividualWithBooksNm |
| Phone | 3305447171 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 470 | AddressLine1Txt |
| City | NILES | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44446 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| C KENNETH FIBUS | ||||||||
| PO BOX 470 | NILES | OH | 44446 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| ROBERT K HENDRICKS JR | ||||||||
| PO BOX 470 | NILES | OH | 44446 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,229,809 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $194,010 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,423,819 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,423,819 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $111,357 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,312,462 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $365,623 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $365,623 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,182 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,182 | TotalTaxAmt |
| Distributable Before Adj | $353,441 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $353,441 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $353,441 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $430,188 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $430,188 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $353,441 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $175,457 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $165,277 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $37,482 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $92,583 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $112,468 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $583,267 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $430,188 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $353,441 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $76,747 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $660,014 | 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 | $175,457 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $484,557 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $165,277 | ExcessFromYear4Amt |
| Excess From Year3 | $37,482 | ExcessFromYear3Amt |
| Excess From Year2 | $92,583 | ExcessFromYear2Amt |
| Excess From Year1 | $112,468 | ExcessFromYear1Amt |
| Excess From Current Year | $76,747 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT K HENDRICKS JR | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (105 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AARP FOUNDATION | ||||||
| 601 E ST NW 4TH FLOOR | WASHINGTON | DC | 20004 | PUBLIC CHARITY | OPERATIONS | $100 |
| ADL | ||||||
| 50 PUBLIC SQUARE 1702 | CLEVELAND | OH | 44113 | PUBLIC CHARITY | OPERATIONS | $500 |
| AJC | ||||||
| 165 E 56TH STREET 2ND FLOOR | NEW YORK | NY | 10022 | PUBLIC CHARITY | OPERATIONS | $3,600 |
| AKIVA ACADEMY | ||||||
| 505 GYPSY LN | YOUNGSTOWN | OH | 44504 | PUBLIC CHARITY | OPERATIONS | $500 |
| AKRON CHILDREN'S HOSPITAL MAHONING VALLEY | ||||||
| 6505 MARKET ST | BOARDMAN | OH | 44512 | PUBLIC CHARITY | OPERATIONS | $5,000 |
| ALZHEIMER'S ASSOCIATION | ||||||
| 3711 STARR CENTRE DR 4 | CANFIELD | OH | 44406 | PUBLIC CHARITY | OPERATIONS | $1,500 |
| AMERICAN ASSOCIATES BEN GURION UNIVERSITY | ||||||
| 1001 6TH AVE | NEW YORK | NY | 10018 | PUBLIC CHARITY | OPERATIONS | $500 |
| AMERICAN CANCER SOCIETY | ||||||
| 525 N BROAD ST | CANFIELD | OH | 44406 | PUBLIC CHARITY | OPERATIONS | $1,000 |
| AMERICAN DIABETES ASSOCIATION | ||||||
| 4500 ROCKSIDE RD | INDEPENDENCE | OH | 44131 | PUBLIC CHARITY | OPERATIONS | $1,000 |
| AMERICAN FRIENDS ISRAEL PHILHARMONIC ORCHESTRA | ||||||
| 122 E 42ND ST 4507 | NEW YORK | NY | 10168 | PUBLIC CHARITY | OPERATIONS | $500 |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | ||||||
| 30100 CHAGRIN BLVD 150 | PEPPER PIKE | OH | 44124 | PUBLIC CHARITY | OPERATIONS | $1,000 |
| AMERICAN HEART ASSOCIATION | ||||||
| 840 SOUTHWESTERN RUN | YOUNGSTOWN | OH | 44514 | PUBLIC CHARITY | OPERATIONS | $1,500 |
| AMERICAN INDIAN COLLEGE FUND | ||||||
| 8333 GREENWOOD BLVD | DENVER | CO | 80221 | PUBLIC CHARITY | OPERATIONS | $250 |
| AMERICAN KIDNEY FUND | ||||||
| 11921 ROCKVILLE PIKE 300 | ROCKVILLE | MD | 20852 | PUBLIC CHARITY | OPERATIONS | $500 |
| AMERICAN LUNG ASSOCIATION | ||||||
| 5755 GRANGER RD STE 905 | INDEPENDENCE | OH | 44131 | PUBLIC CHARITY | OPERATIONS | $500 |
| AMERICAN RED CROSS | ||||||
| 8381 MARKET ST 6 | YOUNGSTOWN | OH | 44512 | PUBLIC CHARITY | OPERATIONS | $1,000 |
| ARTHRITIS FOUNDATION | ||||||
| 30775 BAINBRIDGE RD 210 | SOLON | OH | 44139 | PUBLIC CHARITY | OPERATIONS | $500 |
| BALLET WESTERN RESERVE | ||||||
| 218 W BOARDMAN ST | YOUNGSTOWN | OH | 44503 | PUBLIC CHARITY | OPERATIONS | $2,500 |
| BIG BROTHERS BIG SISTERS OF MAHONING VALLEY | ||||||
| 325 N STATE ST | GIRARD | OH | 44420 | PUBLIC CHARITY | OPERATIONS | $3,000 |
| BIRTHRIGHT ISRAEL FOUNDATION | ||||||
| 711 3RD AVE 10TH FLOOR | NEW YORK | NY | 10017 | PUBLIC CHARITY | OPERATIONS | $500 |
| B'NAI B'RITH INTERNATIONAL | ||||||
| 1120 20TH ST NW 300N | WASHINGTON | DC | 20036 | PUBLIC CHARITY | OPERATIONS | $300 |
| BOYS TOWN | ||||||
| 2105 OAK HILL AVE | YOUNGSTOWN | OH | 44507 | PUBLIC CHARITY | OPERATIONS | $500 |
| BUTLER INSTITUTE OF AMERICAN ART | ||||||
| 524 WICK AVE | YOUNGSTOWN | OH | 44502 | PUBLIC CHARITY | OPERATIONS | $1,000 |
| CLASSROOMS WITHOUT BORDERS | ||||||
| 4905 FIFTH AVE | PITTSBURGH | PA | 15213 | PUBLIC CHARITY | OPERATIONS | $5,000 |
| CLEVELAND CLINIC FOUNDATION | ||||||
| 2500 METROHEALTH DR | CLEVELAND | OH | 44109 | PUBLIC CHARITY | OPERATIONS | $500 |
| COMMUNITY FOUNDATION OF W PA & E OH (FAIRHAVEN FOUNDATION) | ||||||
| 3575 TISEN RD | AKRON | OH | 44312 | PUBLIC CHARITY | OPERATIONS | $1,000 |
| CONGREGATION RODEF SHOLOM | ||||||
| 1119 ELM ST | YOUNGSTOWN | OH | 44505 | PUBLIC CHARITY | OPERATIONS | $2,000 |
| DIABETES RESEARCH INSTITUTE FOUNDATION | ||||||
| 200 S PARK ROAD SUITE 100 | HOLLYWOOD | FL | 33021 | PUBLIC CHARITY | OPERATIONS | $10,000 |
| EASTER SEALS OF MAHONING TRUMBULL & COLUMBIANA | ||||||
| 721 BOARDMAN POLAND RD 104 | YOUNGSTOWN | OH | 44512 | PUBLIC CHARITY | OPERATIONS | $2,000 |
| EVERETT JEWISH LIFE CENTER | ||||||
| 36 MASSEY AVE | CHAUTAUQUA | NY | 14722 | PUBLIC CHARITY | OPERATIONS | $1,000 |
| FRIENDS OF YAD SARAH | ||||||
| 445 PARK AVENUE SUITE 1702 | NEW YORK | NY | 10022 | PUBLIC CHARITY | OPERATIONS | $100 |
| HABITAT FOR HUMANITY OF MAHONING VALLEY | ||||||
| 480 YOUNGSTOWN-POLAND RD | STRUTHERS | OH | 44471 | PUBLIC CHARITY | OPERATIONS | $500 |
| HELLEN KELLER INTERNATIONAL | ||||||
| ONE DAG HAMMARSKJOLD PLAZA FLOOR 2 | NEW YORK | NY | 10017 | PUBLIC CHARITY | OPERATIONS | $200 |
| HILLEL | ||||||
| 11303 EUCLID AVE | CLEVELAND | OH | 44106 | PUBLIC CHARITY | OPERATIONS | $1,800 |
| HUMANE SOCIETY OF THE UNITED STATES | ||||||
| 525 W MAIN ST | CANFIELD | OH | 44406 | PUBLIC CHARITY | OPERATIONS | $250 |
| INTERNATIONAL FELLOWSHIP OF CHRISTIANS & JEWS | ||||||
| 30 N LASALLE ST 4300 | CHICAGO | IL | 60602 | PUBLIC CHARITY | OPERATIONS | $200 |
| ISRAEL TENNIS & EDUCATION CENTERS (ITEC) | ||||||
| 165 E 56TH STREET 2ND FLOOR | NEW YORK | NY | 10022 | PUBLIC CHARITY | OPERATIONS | $5,000 |
| ISRAEL TENNIS & EDUCATION CENTERS (ITEC) | ||||||
| 165 E 56TH STREET 2ND FLOOR | NEW YORK | NY | 10022 | PUBLIC CHARITY | TO FUND TENNIS EDUCATION FOR YOUTH | $10,000 |
| ITEC FOUNDATION | ||||||
| 165 E 56TH STREET 2ND FLOOR | NEW YORK | NY | 10022 | PUBLIC CHARITY | TO FUND TENNIS EDUCATION FOR YOUTH | $50,000 |
| JDC | ||||||
| PO BOX 4124 | NEW YORK | NY | 10163 | PUBLIC CHARITY | OPERATIONS | $1,000 |
| JDRF | ||||||
| 200 VESEY STREET 28TH FLOOR | NEW YORK | NY | 10281 | PUBLIC CHARITY | OPERATIONS | $1,000 |
| JEWISH FEDERATION OF PALM BEACH | ||||||
| 1 HARVARD CIR 100 | WEST PALM BEACH | FL | 33409 | PUBLIC CHARITY | TO SUPPORT THE FURTHERANCE OF THE MISSION OF THE FEDERATION | $25,000 |
| JEWISH FEDERATION OF SPBC (WOMEN'S FOUNDATION) | ||||||
| 9901 DONNA KLEIN BLVD | BOCA RATON | FL | 33428 | PUBLIC CHARITY | OPERATIONS | $2,000 |
| JEWISH WAR VETERANS | ||||||
| 7220 SUGARWOOD RD NE | CANTON | OH | 44721 | PUBLIC CHARITY | OPERATIONS | $125 |
| JUNIOR ACHIEVEMENT | ||||||
| 1601 MOTOR INN DR 305 | GIRARD | OH | 44420 | PUBLIC CHARITY | OPERATIONS | $1,000 |
| LUPUS FOUNDATION OF AMERICA | ||||||
| 2121 K STREET NW SUITE 200 | WASHINGTON | DC | 20037 | PUBLIC CHARITY | OPERATIONS | $100 |
| MACULAR DEGENERATION RESEARCH | ||||||
| 22512 GATEWAY CENTER DRIVE | CLARKSBURG | MD | 20871 | PUBLIC CHARITY | OPERATIONS | $100 |
| MADD | ||||||
| 511 E JOHN CARPENTER FREEWAY | IRVING | TX | 75062 | PUBLIC CHARITY | CHARITABLE PURPOSES | $100 |
| MAHONING VALLEY HISTORICAL SOCIETY | ||||||
| 325 W FEDERAL ST | YOUNGSTOWN | OH | 44503 | PUBLIC CHARITY | CHARITABLE PURPOSES | $500 |
| MAKE-A-WISH | ||||||
| 1001 STATE ST 502 | ERIE | PA | 16501 | PUBLIC CHARITY | CHARITABLE PURPOSES | $200 |
| MARCH OF DIMES | ||||||
| 1601 MOTOR INN DR 250 | GIRARD | OH | 44420 | PUBLIC CHARITY | CHARITABLE PURPOSES | $200 |
| MARINE TOYS FOR TOTS FOUNDATION | ||||||
| 1305 S MAIN ST | MEADVILLE | PA | 16335 | PUBLIC CHARITY | CHARITABLE PURPOSES | $250 |
| MEMORIAL SLOAN KETTERING | ||||||
| 1275 YORK AVE | NEW YORK | NY | 10065 | PUBLIC CHARITY | CHARITABLE PURPOSES | $100 |
| MILLCREEK CHILDREN'S CENTER | ||||||
| 44 ESSEX ST | YOUNGSTOWN | OH | 44502 | PUBLIC CHARITY | OPERATIONS | $1,000 |
| NATIONAL AUDUBON SOCIETY | ||||||
| 3910 SOUTH AVE | YOUNGSTOWN | OH | 44512 | PUBLIC CHARITY | OPERATIONS | $25 |
| NATIONAL GLAUCOMA RESEARCH | ||||||
| 655 BEACH STREET | SAN FRANCISCO | CA | 94109 | PUBLIC CHARITY | OPERATIONS | $100 |
| NATIONAL JEWISH HEALTH | ||||||
| 1400 JACKSON ST | DENVER | CO | 80206 | PUBLIC CHARITY | OPERATIONS | $200 |
| NEOMED | ||||||
| 4209 OH-44 | ROOTSTOWN | OH | 44272 | PUBLIC CHARITY | OPERATIONS | $20,000 |
| NORMA LEAH OVARIAN CANCER INITIATIVE | ||||||
| 1614 2ND AVE | ROCK ISLAND | IL | 61201 | PUBLIC CHARITY | OPERATIONS | $500 |
| OHIO VALLEY TEEN CHALLENGE | ||||||
| 1319 FLORENCEDALE AVE | YOUNGSTOWN | OH | 44505 | PUBLIC CHARITY | OPERATIONS | $5,000 |
| PARALYZED VETERANS OF AMERICA | ||||||
| 26250 EUCLID AVE 115 | CLEVELAND | OH | 44132 | PUBLIC CHARITY | CHARITABLE PURPOSES | $250 |
| PARKINSON'S FOUNDATION | ||||||
| 5969 CATTLERIDGE BLVD | SARASOTA | FL | 34232 | PUBLIC CHARITY | CHARITABLE PURPOSES | $500 |
| PBS WESTERN RESERVE | ||||||
| 1750 W CAMPUS CENTER DRIVE | KENT | OH | 44240 | PUBLIC CHARITY | CHARITABLE PURPOSES | $200 |
| POTENTIAL DEVELOPMENT SCHOOL | ||||||
| 2405 MARKET ST | YOUNGSTOWN | FL | 44507 | PUBLIC CHARITY | CHARITABLE PURPOSES | $1,000 |
| PROSTATE CANCER FUND | ||||||
| 1250 FOURTH STREET | SANTA MONICA | CA | 90401 | PUBLIC CHARITY | CHARITABLE PURPOSES | $100 |
| REAGAN RANCH | ||||||
| 217 STATE STREET | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | CHARITABLE PURPOSES | $100 |
| RESCUE MISSION OF THE MAHONING VALLEY | ||||||
| 962 MARTIN LUTHER KING JR BLVD | YOUNGSTOWN | OH | 44510 | PUBLIC CHARITY | CHARITABLE PURPOSES | $1,000 |
| RONALD MCDONALD HOUSE OF NE OHIO | ||||||
| 141 W STATE ST | AKRON | OH | 44302 | PUBLIC CHARITY | CHARITABLE PURPOSES | $100 |
| RUSH UNIVERSITY MEDICAL CENTER | ||||||
| 600 S PAULINA ST SUITE 524 | CHICAGO | IL | 60612 | PUBLIC CHARITY | CHARITABLE PURPOSES | $5,000 |
| RUTH & NORMAN RALES JEWISH FAMILY SERVICES | ||||||
| 21300 RUTH AND BARON COLEMAN BLVD | BOCA RATON | FL | 33428 | PUBLIC CHARITY | CHARITABLE PURPOSES | $5,000 |
| SECOND HARVEST FOOD BANK | ||||||
| 2805 SALT SPRINGS RD | YOUNGSTOWN | OH | 44509 | PUBLIC CHARITY | CHARITABLE PURPOSES | $5,000 |
| SHRINERS HOSPITAL FOR CHILDREN | ||||||
| 1645 W 8TH ST | ERIE | PA | 16505 | PUBLIC CHARITY | CHARITABLE PURPOSES | $250 |
| SIMON WIESENTHAL CENTER | ||||||
| 1399 S ROXBURY DR | LOS ANGELES | CA | 90035 | PUBLIC CHARITY | CHARITABLE PURPOSES | $500 |
| SMILE TRAIN | ||||||
| 633 THIRD AVENUE | NEW YORK | NY | 10017 | PUBLIC CHARITY | CHARITABLE PURPOSES | $250 |
| SOUTHERN POVERTY LAW CENTER | ||||||
| 403 WASHINGTON AVE | MONTGOMERY | AL | 36104 | PUBLIC CHARITY | CHARITABLE PURPOSES | $300 |
| SPECIAL OLYMPICS | ||||||
| 1133 19TH STREET NW 12TH FLOOR | WASHINGTON | DC | 20036 | PUBLIC CHARITY | CHARITABLE PURPOSES | $150 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||
| 600 WATERFRONT DR 210 | PITTSBURGH | PA | 15222 | PUBLIC CHARITY | CHARITABLE PURPOSES | $100 |
| STAMBAUGH AUDITORIUM | ||||||
| 1000 5TH AVE | YOUNGSTOWN | OH | 44504 | PUBLIC CHARITY | CHARITABLE PURPOSES | $1,000 |
| TEMPLE EL EMETH | ||||||
| 3970 LOGAN WAY | YOUNGSTOWN | OH | 44505 | PUBLIC CHARITY | CHARITABLE PURPOSES | $600 |
| THE AMERICAN LEGION | ||||||
| 2225 GLENWOOD AVE | YOUNGSTOWN | OH | 44511 | PUBLIC CHARITY | CHARITABLE PURPOSES | $100 |
| THE ENGLISH CENTER OF YOUNGSTOWN | ||||||
| 1119 ELM ST | YOUNGSTOWN | OH | 44505 | PUBLIC CHARITY | CHARITABLE PURPOSES | $2,500 |
| THE FRESH AIR FUND | ||||||
| 633 3RD AVE | NEW YORK | NY | 10017 | PUBLIC CHARITY | CHARITABLE PURPOSES | $500 |
| THE HEARTLAND INSTITUTE | ||||||
| 3939 NORTH WILKE ROAD | ARLINGTON HEIGHTS | IL | 60004 | PUBLIC CHARITY | CHARITABLE PURPOSES | $500 |
| THE HERITAGE FOUNDATION | ||||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20002 | PUBLIC CHARITY | CHARITABLE PURPOSES | $500 |
| THE LEADERSHIP INSTITUTE | ||||||
| 1101 N HIGHLAND ST | ARLINGTON | VA | 22201 | PUBLIC CHARITY | CHARITABLE PURPOSES | $250 |
| THE LEUKEMIA & LYMPHOMA SOCIETY | ||||||
| 333 E CARSON ST 441E | PITTSBURGH | PA | 15219 | PUBLIC CHARITY | CHARITABLE PURPOSES | $300 |
| THE RICH CENTER FOR AUTISM | ||||||
| 1 UNIVERSITY PLAZA | YOUNGSTOWN | OH | 44555 | PUBLIC CHARITY | CHARITABLE PURPOSES | $500 |
| THE SALVATION ARMY | ||||||
| 1501 GLENWOOD AVE | YOUNGSTOWN | OH | 44511 | PUBLIC CHARITY | CHARITABLE PURPOSES | $500 |
| THE SENIORS COALITION | ||||||
| 633 3RD AVE | NEW YORK | NY | 10017 | PUBLIC CHARITY | CHARITABLE PURPOSES | $50 |
| THE USO | ||||||
| 20637 EMERALD PKWY | CLEVELAND | OH | 44135 | PUBLIC CHARITY | OPERATIONS | $500 |
| TRUMBULL MOBILE MEALS | ||||||
| 323 E MARKET ST | WARREN | OH | 44481 | PUBLIC CHARITY | OPERATIONS | $5,000 |
| UNITED STATES HOLOCAUST MEMORIAL MUSEUM | ||||||
| 100 RAOUL WALLENBERG PI SW | WASHINGTON | DC | 20024 | PUBLIC CHARITY | OPERATIONS | $500 |
| UNITED WAY | ||||||
| 255 WATT ST | YOUNGSTOWN | OH | 44505 | PUBLIC CHARITY | ANNUAL FUND | $10,000 |
| UNITED WAY | ||||||
| 255 WATT ST | YOUNGSTOWN | OH | 44505 | PUBLIC CHARITY | OPERATIONS | $5,000 |
| URSULINE HIGH SCHOOL | ||||||
| 750 WICK AVE | YOUNGSTOWN | OH | 44505 | PUBLIC CHARITY | FUND THE ANATOMY TABLE | $5,000 |
| USOPF | ||||||
| 20637 EMERALD PKWY | CLEVELAND | OH | 44135 | PUBLIC CHARITY | OPERATIONS | $100 |
| YOUNG AMERICA'S FOUNDATION | ||||||
| 11480 COMMERCE PARK DR 600 | RESTON | VA | 20191 | PUBLIC CHARITY | OPERATIONS | $50 |
| YOUNGSTOWN AREA GOODWILL INDUSTRIES | ||||||
| 2747 BELMONT AVE 1864 | YOUNGSTOWN | OH | 44505 | PUBLIC CHARITY | OPERATIONS | $2,000 |
| YOUNGSTOWN AREA JEWISH FEDERATION | ||||||
| 505 GYPSY LN | YOUNGSTOWN | OH | 44504 | PUBLIC CHARITY | FIBUS FAMILY FUND | $150,000 |
| YOUNGSTOWN BUSINESS INCUBATOR | ||||||
| 241 W FEDERAL ST | YOUNGSTOWN | OH | 44503 | PUBLIC CHARITY | TO FUND THE FIBUS MANUFACTURING LAB | $30,000 |
| YOUNGSTOWN CITY SCAPE | ||||||
| 2ND FLOOR 15 FEDERAL PLAZA CENTRAL | YOUNGSTOWN | OH | 44503 | PUBLIC CHARITY | OPERATIONS | $1,100 |
| YOUNGSTOWN NEIGHBORHOOD DEVELOPMENT CORP (YNDC) | ||||||
| 820 CANFIELD RD | YOUNGSTOWN | OH | 44511 | PUBLIC CHARITY | OPERATIONS | $5,000 |
| YOUNGSTOWN SYMPHONY SOCIETY | ||||||
| 260 W FEDERAL ST | YOUNGSTOWN | OH | 44503 | PUBLIC CHARITY | OPERATIONS | $1,500 |
| YSU FOUNDATION | ||||||
| 655 WICK AVE | YOUNGSTOWN | OH | 44501 | PUBLIC CHARITY | TO FUND SCHOLARSHIPS | $5,000 |
| YWCA MAHONING VALLEY | ||||||
| 25 W RAYEN AVE | YOUNGSTOWN | OH | 44503 | PUBLIC CHARITY | OPERATIONS | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $425,650 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $458,966 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $455,125 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $914,091 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $914,091 | 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 | 8 | LineNumberTxt |
| Relationship Statement | ACTIVITY PROVIDES FUNDS TO ALLOW FOUNDATION TO CONTINUE EXEMPT PURPOSE | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DINESOL PLASTICS INC | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 470 | AddressLine1Txt |
| City | NILES | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44446 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $250,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING AND LEGAL FEES | CategoryTxt |
| Amt | $4,338 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,338 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | MUTUAL FUNDS - BOND FUNDS | BondNm |
| EOY Book Value | $2,296,342 | EOYBookValueAmt |
| EOYFMV | $2,066,488 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MUTUAL FUNDS - EQUITY AND ETF FUNDS | StockNm |
| EOY Book Value | $4,202,040 | EOYBookValueAmt |
| EOYFMV | $4,698,989 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEES | Desc |
| Revenue And Expenses Per Books | $37,698 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $37,698 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE FILING FEE | $200 | $0 | $200 |
| FEDERAL TAXES | $6,105 | $0 | $0 |
Comments