BETA

ROBERT C AND SUSAN M SAVAGE FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
ROBERT C AND SUSAN M SAVAGE FAMILY FOUNDATION (EIN 31-1488119)
Tax period
2021-12-01 to 2022-11-30
Filed
2023-10-13
IRS object ID
202332869349101103
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-10-13T15:27:22-05:00ReturnTs
Tax Period End2022-11-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN202122306PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GBQ PARTNERS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15580 MONROE STREET SUITE 210AddressLine1Txt
CitySYLVANIACityNm
State AbbreviationOHStateAbbreviationCd
ZIP43560ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-12-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN311488119EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROBERT C AND SUSAN M SAVAGEBusinessNameLine1Txt
Business Name Line2FAMILY FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlROBEBusinessNameControlTxt
Phone4195356633PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12949 KENWOOD BLVDAddressLine1Txt
CityTOLEDOCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43606ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT SAVAGEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4195356633PhoneNum
Signature2023-10-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstROBERTPersonFirstNm
Person LastSAVAGEPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEVE WEBERPreparerPersonNm
PTINP00320668PTIN
Phone4198858338PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,075,347FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$241,602ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$48,389DividendsRevAndExpnssAmt
Dividends Net Invst Incm$48,389DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$625,178NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$991,884GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$625,178CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$915,169TotalRevAndExpnssAmt
Total Net Invst Incm$673,567TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$15,202OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$15,202OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$15,202OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$13,500TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$28,702TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$15,202TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$15,202TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,076,887ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,076,887ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,105,589TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$15,202TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,092,089TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$190,420ExcessRevenueOverExpensesAmt
Net Investment Income$658,365NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$165,549CashBOYAmt
Cash EOY$80,180CashEOYAmt
Cash EOYFMV$80,180CashEOYFMVAmt
Corporate Stock BOY$1,726,422CorporateStockBOYAmt
Corporate Stock EOY$1,621,371CorporateStockEOYAmt
Corporate Stock EOYFMV$3,995,167CorporateStockEOYFMVAmt
Total Assets BOY$1,891,971TotalAssetsBOYAmt
Total Assets EOY$1,701,551TotalAssetsEOYAmt
Total Assets EOYFMV$4,075,347TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,891,971RetainedEarningBOYAmt
Retained Earning EOY$1,701,551RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,891,971TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,701,551TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,891,971TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,701,551TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,891,971TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$190,420ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,701,551SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,701,551TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PAYPAL HOLDINGSP2022-04-262021-12-31$157,258$162,028-$4,770-$4,770
ALPHABET INC CL CP2012-03-012022-06-13$107,259$18,192$89,067$89,067
ALPHABET INC CL CP2013-05-032022-07-05$66,832$9,266$57,566$57,566
APPLE INCP2013-02-132022-07-28$167,355$20,016$147,339$147,339
FIFTH THIRD BANCORPP2019-11-042022-09-27$47,463$44,358$3,105$3,105
INTEL CORPP2009-02-092022-09-27$26,789$14,605$12,184$12,184
JOHNSON JOHNSONP2009-02-092022-06-13$68,424$23,281$45,143$45,143
MORGAN STANLEYP2009-03-122021-12-31$54,507$14,451$40,056$40,056
FORT WASHINGTON PRIVATE EQUITY INVESTORS VIIP2021-01-012021-12-31$46,054$46,054$46,054
FORT WASHINGTON PRIVATE EQUITY INVESTORS VIIIP2021-01-012021-12-31$73,357$73,357$73,357
FORT WASHINGTON PRIVATE EQUITY OPPORTUNITIES FUND IIIP2021-01-012021-12-31$4,858$4,858$4,858
FORT WASHINGTON PRIVATE EQUITY OPPORTUNITIES FUND IVP2021-01-012021-12-31$42,371$42,371$42,371
FORT WASHINGTON PRIVATE EQUITY INVESTORS XP2021-01-012021-12-31$17,480$17,480$17,480
FORT WASHINGTON PRIVATE EQUITY INVESTORS VP2021-01-012021-12-31$31,359$31,359$31,359
FORT WASHINGTON PRIVATE EQUITY OPPORTUNITIES FUND IIP2021-01-012021-12-31$6,863$6,863$6,863
NUVEEN INTERNATIONAL VALUE FUND CL IP2020-12-312021-12-31$1,547$1,391$156$156
NUVEEN INTERNATIONAL VALUE FUND CL IP2009-09-032021-12-31$72,108$59,118$12,990$12,990
FieldValueIRS element (for citing)
Capital Gain Net Income$625,178CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$9,151InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$9,151SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$9,151TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$6,807EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$5,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$11,807TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$18EsPenaltyAmt
Overpayment$2,638OverpaymentAmt
Applied To ES Tax$2,638AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateOHOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksROBERT SAVAGEIndividualWithBooksNm
Phone4195356633PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12949 KENWOOD BLVDAddressLine1Txt
CityTOLEDOCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43606ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ROBERT SAVAGE
2949 KENWOOD BLVDTOLEDOOH43606PRESIDENT0.00$0$0$0
SUSAN SAVAGE
2949 KENWOOD BLVDTOLEDOOH43606SECRETARY0.00$0$0$0
MICHELLE BISSELL
2709 MIDDLESEX DRTOLEDOOH43606TRUSTEE0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$4,497,379AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$304,297AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,801,676TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,801,676AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$72,025CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,729,651NetVlNoncharitableAssetsAmt
Minimum Investment Return$236,483MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$236,483MinimumInvestmentReturnAmt
Tax Based On Investment Income$9,151TaxBasedOnInvestmentIncomeAmt
Total Tax$9,151TotalTaxAmt
Distributable Before Adj$227,332DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$227,332DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$227,332DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,092,089ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,092,089QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$227,332DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$23,335ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$6,688ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$69,619ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$99,642TotalExcessDistributionCyovAmt
Qualifying Distributions$1,092,089QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$227,332AppliedToCurrentYearAmt
Remaining Distri From Corpus$864,757RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$964,399TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$964,399ExcessDistriCyovToNextYrAmt
Excess From Year3$23,335ExcessFromYear3Amt
Excess From Year2$6,688ExcessFromYear2Amt
Excess From Year1$69,619ExcessFromYear1Amt
Excess From Current Year$864,757ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonROBERT SAVAGERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line12949 KENWOOD BLVDAddressLine1Txt
CityTOLEDOCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43606ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4195356633RecipientPhoneNum
Form And Info And MaterialsWRITTEN BY MAILFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (65 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ADIRONDACK FOUNDATION
PO BOX 783LAKE PLACIDNY12946GENERAL USE$1,000
ALCOHOLICS ANON - TOLEDO CROSSTOWN GROUP
PILGRIM UNITED CHURCH OF CHRISTTOLEDOOH43612GENERAL USE$1,0001373 W SYLVANIA AVENUE
ANNUAL CATHOLIC APPEAL
1933 SPIELBUSCH AVENUETOLEDOOH43604GENERAL USE$5,850
BOSTON COLLEGE FUND
OFFICE OF UNIVERSITY ADVANCEMENTBOSTONMA02467GENERAL USE$500CADIGAN ALUMNI CENTER 140 COMMONWEA
BOYS & GIRLS CLUBS OF TOLEDO
2250 DETROIT AVENUETOLEDOOH43606GENERAL USE$1,000
CAF AMERICA - FOR POLISH HUMANITARIAN ACTION
225 REINECKERS LANE SUITE 375ALEXANDRIAVA22314GENERAL USE$500
CATHOLLICS CHARITIES - DIOCESE OF TOLEDO
1933 SPIELBUSCH AVETOLEDOOH436045360GENERAL USE$1,000
CENTRAL CATHOLIC HIGH SCHOOL
2550 CHERRY STREETTOLEDOOH43608GENERAL USE$250
CHARITY WATER
40 WORTH ST SUITE 330NEW YORKNY10013GENERAL USE$360
CHERRY STREET MISSION MINISTRIES
PO BOX 9100TOLEDOOH436979100GENERAL USE$175,000
CHRIST CHILD SOCIETY OF TOLEDO
PO BOX 352254TOLEDOOH43635GENERAL USE$3,700
CLEVELAND CLINIC FOUNDATION
PO BOX 6025ALBERT LEAMN56007GENERAL USE$225
COLUMBIA ALUMNI ASSOCIATION
COLUMBIA UNIVERSITY PO BOX 1523NEW YORKNY10008GENERAL USE$2,500
COMPASSIONAL CARE ALS
PO BOX 1052WEST FALMOUTHMA02574GENERAL USE$100
COUNTRY GARDEN CLUB
C/O ANNETTE SIPP 29660 DURHAM DRIVEPERRYSBURGOH43551GENERAL USE$250
EAST TOLEDO FAMILY CENTER
1020 VARLAND AVENUETOLEDOOH43605GENERAL USE$100
FOCUS IRELAND - SHINE A LIGHT TEAM CIC
9-12 HIGH STREETDUBLINOH43017GENERAL USE$400
FRIENDS OF THE ELIOT SCHOOL
16 CHARTER STREETBOSTONMA02113GENERAL USE$3,000
GESU CHURCH
2049 PARKSIDE BOULEVARDTOLEDOOH43607GENERAL USE$24,925
GETTING BACK UP
2720 HORSESHOE BLVDWESTLAKEOH44145GENERAL USE$1,000
GTCF - JOHEY AND MICA'S VILLAGE
300 MADISON AVENUE SUITE 1300TOLEDOOH43604GENERAL USE$850
GTCF - SCIENCE SOCIETY
300 MADISON AVENUE SUITE 1300TOLEDOOH43604GENERAL USE$15,000
HARVEST OF VINE
PARISH CENTER 46 WINTHROP STREETCHARLESTOWNMA02129GENERAL USE$1,200
LIVING CHRIST
1933 SPIELBUSCH AVENUETOLEDOOH43604GENERAL USE$14,300
LOURDES SOCIETY
6832 COVENT BLVDSYLVANIAOH43560GENERAL USE$1,000
MERCY HEALTH FOUNDATION - NICU
2525 CHERRY STREETTOLEDOOH43608GENERAL USE$400
METROPARKS TOLEDO FOUNDATION
5100 W CENTRAL AVETOLEDOOH43615GENERAL USE$700,000
MONROE STREET NEIGHBORHOOD CENTER
3613 MONROE STREETTOLEDOOH43606GENERAL USE$50,000
MS IRELAND - MS READATHON
119 SUMMERWOOD DRIVELOS GATOSCA95030GENERAL USE$204
MS SOCIETY - LINDA PFIEFFER
119 SUMMERWOOD DRIVELOS GATOSCA95032GENERAL USE$200
MUSTARD SEED
104 NORTH SUMMIT STREET NO 100TOLEDOOH43604GENERAL USE$200
NASHVILLE FOOD BANK
331 GREAT CIRCLE RDNASHVILLETN37228GENERAL USE$50
NATIONAL CHRIST CHILD SOCIETY
6110 EXECUTIVE BLVDROCKVILLEMD20852GENERAL USE$200
NATIONAL MULTIPLE SCLEROSIS SOCIETY
119 SUMMERWOOD DRIVELOS GATOSCA95032GENERAL USE$100
NATIONAL MUSEUM OF THE GREAT LAKES
1701 FRONT STREETTOLEDOOH43605GENERAL USE$200
NATIONAL PARKS CONSERVATION ASSOCIATION
PO BOX 97202WASHINGTONDC20077GENERAL USE$25
NDA - THE DR LISA LUCILIO ENDOWED SCHOLARSHIP
3535 WEST SYLVANIA AVENUETOLEDOOH43623GENERAL USE$100
NEMPAC
PO BOX 130255BOSTONMA02113GENERAL USE$375
NORTHWEST OHIO CHAPTER MS SOCIETY
415 TOMAHAWK DRIVEMAUMEEOH43537GENERAL USE$100
NORTHWEST OHIO CHAPTER SCHOLARSHIP FUND
5800 MONROE STREET SUITE F5SYLVANIAOH43560GENERAL USE$16,000
NOTRE DAME ACADEMY
3535 WEST SYLVANIA AVENUETOLEDOOH43623GENERAL USE$11,100
OHIO CANCER REASEARCH
85 EAST GAY STREET STE 700COLUMBUSOH43215GENERAL USE$550
OLD ORCHARD NEIGHBORHOODS ASSOC
PO BOX 2544TOLEDOOH43606GENERAL USE$100
OPEN TABLE MINISTRY INC
PO BOX 51363DURHAMNC27717GENERAL USE$200
PELETONIA
PELETONIA L-3454COLUMBUSOH432603454GENERAL USE$103
PINE STREET INN
444 HARRISON STREETBOSTONMA02118GENERAL USE$1,000
SCHEDEL ARBORETUM AND GARDENS
19255 W PORTAGE RIVER S ROADELMOREOH43416GENERAL USE$500
SISTERS OF NOTRE DAME
3912 SUNFOREST COURT SUITE BTOLEDOOH43623GENERAL USE$1,500
ST ANN CATHOLIC CHURCH
5101 CHARLOTTE AVENUENASHVILLETN37309GENERAL USE$250
ST FRANCIS SCHOOL
2323 WEST BANCROFT STTOLEDOOH43607GENERAL USE$1,645
ST ISABEL CATHOLIC CHURCH
3559 SANIBEL CAPTIVA RDSANIBELFL33957GENERAL USE$200
ST MARY ST CATHERINE CATHOLIC CHURCH
55 WARREN STREETCHARLESTOWNMA02129GENERAL USE$1,200
ST PATRICK HEATHERDOWNS
4201 HEATHERDOWNS BLVDTOLEDOOH43614GENERAL USE$1,275
ST VINCENT DE PAUL FOOD PANTRY
2049 PARKSIDE BOULEVARDTOLEDOOH43607GENERAL USE$1,000
ST VINCENT MERCY MEDICAL FOUNDATION
2213 CHERRY STREETTOLEDOOH436082691GENERAL USE$4,000
THE ABILITY CENTER OF GREATER TOLEDO
5605 MONROE STREETSYLVANIAOH43560GENERAL USE$150
THE LEUKEMIA AND LYMPHOMA SOCIETY
LLS NORTHERN OHIO PO BOX 772392DETROITMI48277GENERAL USE$500
THE MUSTARD SEED
104 NORTH SUMMIT STREET NO 100TOLEDOOH43604GENERAL USE$1,850
TOLEDO MUSEUM OF ART
PO BOX 1013TOLEDOOH43697GENERAL USE$16,100
TOLEDO ROTARY CLUB FOUNDATION FUND
235 14TH STREETTOLEDOOH43604GENERAL USE$250
TOLEDO SCHOOL FOR THE ARTS
333 14TH STREETTOLEDOOH43604GENERAL USE$5,000
TOLEDO ZOO
PO BOX 140130TOLEDOOH43614GENERAL USE$500
UNITED WAY
424 JACKSON STREETTOLEDOOH43604GENERAL USE$2,800
UNIVERSITY OF TOLEDO FOUNDATION
4510 DORR STTOLEDOOH43615GENERAL USE$1,850
WGTE
PO BOX 140156TOLEDOOH43614GENERAL USE$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,076,887TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$48,389ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$625,178ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$673,567ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$673,567TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonROBERT C SAVAGEContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line12949 KENWOOD BLVDAddressLine1Txt
CityTOLEDOCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43606ZIPCd
FieldValueIRS element (for citing)
Total Contributions$241,602TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCK INVESTMENTSStockNm
EOY Book Value$1,621,371EOYBookValueAmt
EOYFMV$3,995,167EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryOTHER PROFESSIONAL FEESCategoryTxt
Amt$15,202Amt
Net Investment Income$15,202NetInvestmentIncomeAmt
Disbursements Charitable Prps$15,202DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonROBERT C SAVAGEPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12949 KENWOOD BLVDAddressLine1Txt
CityTOLEDOCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43606ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategoryTxt
Amt$13,500Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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