PEOPLES BANK FOUNDATION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
PEOPLES BANK FOUNDATION INC (EIN 30-0222364)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-09
IRS object ID
202333139349101473
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-11-09T11:00:06-06:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN346565596PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ERNST & YOUNG US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1800 YARD STREET SUITE 200AddressLine1Txt
CityGRANDVIEW HEIGHTSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43212ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN300222364EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PEOPLES BANK FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPEOPBusinessNameControlTxt
Phone7403746172PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1138 PUTNAM STREETAddressLine1Txt
CityMARIETTACityNm
State AbbreviationOHStateAbbreviationCd
ZIP45750ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJEFF CARMICHAELPersonNm
Person TitleTREASURERPersonTitleTxt
Phone7403746172PhoneNum
Signature2023-11-08SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOSEPH B HULLPreparerPersonNm
PTINP00135850PTIN
Phone6142327290PhoneNum
Preparation2023-11-08PreparationDt

Additional Filer Information AdditionalFilerInformation

FieldValueIRS element (for citing)
Trusted CustomerTrustedCustomerGrp
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,515,243FMVAssetsEOYAmt

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$876,855ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$30,146DividendsRevAndExpnssAmt
Dividends Net Invst Incm$30,032DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$89,831NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,195,118GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$0NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$817,170TotalRevAndExpnssAmt
Total Net Invst Incm$30,032TotalNetInvstIncmAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm$0OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$0OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm$0PensionEmplBnftAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$200AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$100AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$100AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$15,530OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$15,530OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$1,620TaxesRevAndExpnssAmt
Taxes Net Invst Incm$208TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Adj Net Incm$0PrintingAndPubAdjNetIncmAmt
Other Expenses Rev And Expnss$18,190OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$9,095OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$9,095OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$35,540TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$24,933TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$9,195TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$712,418ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$712,418ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$747,958TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$24,933TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$721,613TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$69,212ExcessRevenueOverExpensesAmt
Net Investment Income$5,099NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$72,845CashBOYAmt
Cash EOY$173,241CashEOYAmt
Cash EOYFMV$173,241CashEOYFMVAmt
Acct Rcvbl EOY$0AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$0AcctRcvblEOYFMVAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Prepaid Expenses BOY$196PrepaidExpensesBOYAmt
Corporate Stock BOY$744,279CorporateStockBOYAmt
Corporate Stock EOY$756,580CorporateStockEOYAmt
Corporate Stock EOYFMV$799,499CorporateStockEOYFMVAmt
Corporate Bonds BOY$588,018CorporateBondsBOYAmt
Corporate Bonds EOY$545,002CorporateBondsEOYAmt
Corporate Bonds EOYFMV$542,503CorporateBondsEOYFMVAmt
Other Investments EOYFMV$0OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,405,338TotalAssetsBOYAmt
Total Assets EOY$1,474,823TotalAssetsEOYAmt
Total Assets EOYFMV$1,515,243TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$1,405,338CapitalStockBOYAmt
Capital Stock EOY$1,474,823CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$1,405,338TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,474,823TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,405,338TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,474,823TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,405,338TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$69,212ExcessRevenueOverExpensesAmt
Other Increases$1,392OtherIncreasesAmt
Subtotal$1,475,942SubtotalAmt
Other Decreases$1,119OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,474,823TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (560 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
.607 BLACKROCK SYSTEMATIC MULTI-STRATEGY FUND2021-11-222022-01-20$6$6
15.228 AMERICAN FUNDS INTERNATIONAL GROWTH & IN2020-11-232022-01-20$596$551$45$45
88.431 JP MORGAN EQUITY INCOME FUND I FUND #3122020-11-232022-01-20$2,079$1,636$443$443
9.28217 AMERICAN FUNDS NEW WORLD R6 FUND #26362021-09-282022-01-20$763$861-$98-$98
.10883 AMERICAN FUNDS NEW WORLD R6 FUND #26362021-09-282022-01-20$9$10-$1-$1
29.085 PRINCIPAL SHORT TERM INCOME FUND #4588 C2020-08-202022-01-20$353$367-$14-$14
4.255 VANGUARD SMALL CAP VALUE INDEX ADM2020-11-232022-01-20$313$247$66$66
.63203 VANGUARD INTERNATIONAL VALUE INVESTOR FU2021-11-222022-01-20$27$27
12.09197 VANGUARD INTERNATIONAL VALUE INVESTOR FU2021-11-222022-01-20$510$534-$24-$24
2399.131 DODGE & COX INCOME FUND CLASS I #1472021-12-202022-01-25$33,156$34,279-$1,123-$1,123
842.274 DODGE & COX INCOME FUND CLASS I #1472020-12-182022-01-25$11,640$12,395-$755-$755
263.857 DODGE & COX INCOME FUND CLASS I #1472021-12-202022-01-25$3,646$3,772-$126-$126
996.336 DODGE & COX INCOME FUND CLASS I #1472020-12-212022-01-25$13,769$14,182-$413-$413
53.049 JP MORGAN EQUITY INCOME FUND I FUND #3122021-11-232022-01-25$1,238$1,273-$35-$35
7417.19 PRINCIPAL SHORT TERM INCOME FUND #4588 C2021-12-202022-01-25$89,971$92,045-$2,074-$2,074
1099.571 PRINCIPAL SHORT TERM INCOME FUND #4588 C2020-12-182022-01-25$13,338$13,800-$462-$462
1860.078 PRINCIPAL SHORT TERM INCOME FUND #4588 C2021-12-202022-01-25$22,563$23,141-$578-$578
1428.165 PRINCIPAL SHORT TERM INCOME FUND #4588 C2020-12-212022-01-25$17,324$17,485-$161-$161
857.167 T ROWE PRICE VALUE FUND #1072021-12-142022-01-25$38,221$40,314-$2,093-$2,093
732.812 T ROWE PRICE VALUE FUND #1072021-12-142022-01-25$32,676$33,560-$884-$884
103.536 VANGUARD HIGH YIELD CORPORATE FUND #05292021-01-262022-01-25$603$618-$15-$15
189.63204 VANGUARD SHORT-TERM INVT GRADE CL I FUND2020-07-242022-01-25$2,021$2,095-$74-$74
40.94496 VANGUARD SHORT-TERM INVT GRADE CL I FUND2020-02-252022-01-25$436$453-$17-$17
103.50539 VANGUARD SHORT-TERM INVT GRADE CL I FUND2021-01-202022-01-25$1,103$1,141-$38-$38
15.88861 VANGUARD SHORT-TERM INVT GRADE CL I FUND2020-12-212022-01-25$169$175-$6-$6
23.276 VANGUARD GROWTH INDEX ADM2020-11-232022-01-25$3,288$2,063$1,225$1,225
.555 JP MORGAN EQUITY INCOME FUND I FUND #3122021-01-262022-02-22$13$11$2$2
3.612 DODGE & COX STOCK FUND CLASS I #1452022-01-252022-03-21$901$882$19$19
40.776 JP MORGAN EQUITY INCOME FUND I FUND #3122021-01-262022-03-21$972$813$159$159
1.665 VANGUARD SMALL-CAP INDEX FUND ADMIRAL SH2020-04-282022-03-21$170$104$66$66
6.408 VANGUARD 500 INDEX ADMIRAL FUND #5402021-01-262022-03-21$2,647$2,278$369$369
11.134 DODGE & COX STOCK FUND CLASS I #1452022-01-252022-03-23$2,771$2,718$53$53
.081 DODGE & COX STOCK FUND CLASS I #1452022-01-252022-03-23$20$20
689.28195 FIDELITY TOTAL BOND FUND #8202022-01-252022-03-23$7,162$7,479-$317-$317
318.80405 FIDELITY TOTAL BOND FUND #8202022-01-252022-03-23$3,312$3,459-$147-$147
346.27019 FIDELITY TOTAL BOND FUND #8202022-01-252022-03-23$3,598$3,757-$159-$159
60.99781 FIDELITY TOTAL BOND FUND #8202022-01-252022-03-23$634$662-$28-$28
6.92 AMERICAN FUNDS INTERNATIONAL GROWTH & IN2021-06-042022-03-23$248$299-$51-$51
59.81882 AMERICAN FUNDS INTERNATIONAL GROWTH & IN2021-01-262022-03-23$2,142$2,380-$238-$238
45.92918 AMERICAN FUNDS INTERNATIONAL GROWTH & IN2021-01-262022-03-23$1,644$1,704-$60-$60
84.90765 AMERICAN FUNDS INTERNATIONAL GROWTH & IN2021-01-262022-03-23$3,040$3,378-$338-$338
31.13735 AMERICAN FUNDS INTERNATIONAL GROWTH & IN2021-01-262022-03-23$1,115$1,214-$99-$99
225.468 JP MORGAN CORE BOND R6 #39002020-08-202022-03-23$2,518$2,834-$316-$316
19.81663 JP MORGAN CORE BOND R6 #39002020-11-202022-03-23$221$248-$27-$27
78.71537 JP MORGAN CORE BOND R6 #39002020-11-202022-03-23$879$985-$106-$106
184.361 AMERICAN FUNDS NEW WORLD R6 FUND #26362022-01-252022-03-23$14,017$16,834-$2,817-$2,817
153.262 AMERICAN FUNDS NEW WORLD R6 FUND #26362021-12-202022-03-23$11,653$13,942-$2,289-$2,289
.098 T ROWE PRICE BLUE CHIP GROWTH I CLASS #42020-03-272022-03-23$15$10$5$5
7.169 T ROWE PRICE BLUE CHIP GROWTH I CLASS #42021-01-262022-03-23$1,097$1,212-$115-$115
11.858 VANGUARD SMALL CAP VALUE INDEX ADM2021-01-262022-03-23$890$765$125$125
5.454 VANGUARD SMALL CAP VALUE INDEX ADM2021-01-262022-03-23$409$352$57$57
82.30427 VANGUARD INTERNATIONAL VALUE INVESTOR FU2021-06-212022-03-23$3,244$3,775-$531-$531
31.94773 VANGUARD INTERNATIONAL VALUE INVESTOR FU2021-06-042022-03-23$1,259$1,419-$160-$160
90.534 VANGUARD INTERNATIONAL VALUE INVESTOR FU2021-11-222022-03-23$3,568$3,868-$300-$300
2280.582 VANGUARD HIGH YIELD CORPORATE FUND #05292021-09-162022-03-23$12,771$13,573-$802-$802
1216.226 VANGUARD HIGH YIELD CORPORATE FUND #05292021-01-262022-03-23$6,811$7,239-$428-$428
158.461 VANGUARD HIGH YIELD CORPORATE FUND #05292021-11-222022-03-23$887$940-$53-$53
1134.418 VANGUARD HIGH YIELD CORPORATE FUND #05292021-01-262022-03-23$6,353$6,772-$419-$419
770.577 VANGUARD SHORT-TERM INVT GRADE CL I FUND2021-06-042022-03-23$7,968$8,469-$501-$501
2326.37128 VANGUARD SHORT-TERM INVT GRADE CL I FUND2021-01-262022-03-23$24,055$25,592-$1,537-$1,537
531.26572 VANGUARD SHORT-TERM INVT GRADE CL I FUND2020-07-242022-03-23$5,493$5,857-$364-$364
1314.12612 VANGUARD SHORT-TERM INVT GRADE CL I FUND2021-01-262022-03-23$13,588$14,482-$894-$894
107.13688 VANGUARD SHORT-TERM INVT GRADE CL I FUND2021-01-262022-03-23$1,108$1,182-$74-$74
142.481 VANGUARD INTERMEDIATE TERM TREASURY INDEX FUND ADMIRAL SHARES2020-07-022022-03-23$3,039$3,415-$376-$376
23.98899 VANGUARD INTERMEDIATE TERM TREASURY INDEX FUND ADMIRAL SHARES2020-03-202022-03-23$512$563-$51-$51
28.59101 VANGUARD INTERMEDIATE TERM TREASURY INDEX FUND ADMIRAL SHARES2020-03-202022-03-23$610$670-$60-$60
18.31 VANGUARD GROWTH INDEX ADM2020-04-282022-03-23$2,644$1,633$1,011$1,011
3.874 VANGUARD GROWTH INDEX ADM2021-03-222022-03-23$559$511$48$48
3.49 VANGUARD 500 INDEX ADMIRAL FUND #5402021-11-232022-03-23$1,435$1,514-$79-$79
19.46 VANGUARD 500 INDEX ADMIRAL FUND #5402021-01-262022-03-23$8,002$6,918$1,084$1,084
2.498 VANGUARD 500 INDEX ADMIRAL FUND #5402021-01-262022-03-23$1,027$888$139$139
25.834 BLACKROCK SYSTEMATIC MULTI-STRATEGY FUND2021-11-222022-06-02$265$272-$7-$7
184.698 DODGE & COX STOCK FUND CLASS I #1452022-04-212022-06-02$43,918$45,082-$1,164-$1,164
148.939 DODGE & COX STOCK FUND CLASS I #1452022-03-292022-06-02$35,415$36,370-$955-$955
44.671 DOUBLELINE LOW DURATION BOND I FUND #2052022-01-252022-06-02$428$440-$12-$12
3995.281 FIDELITY TOTAL BOND FUND #8202022-01-252022-06-02$39,713$43,240-$3,527-$3,527
1460.191 FIDELITY TOTAL BOND FUND #8202022-01-252022-06-02$14,514$15,842-$1,328-$1,328
277.463 AMERICAN FUNDS INTERNATIONAL GROWTH & IN2021-12-222022-06-02$9,617$11,647-$2,030-$2,030
294.558 AMERICAN FUNDS INTERNATIONAL GROWTH & IN2021-05-032022-06-02$10,209$11,894-$1,685-$1,685
67.79 AMERICAN FUNDS INTERNATIONAL GROWTH & IN2022-01-252022-06-02$2,350$2,704-$354-$354
386.368 AMERICAN FUNDS INTERNATIONAL GROWTH & IN2021-05-202022-06-02$13,392$13,205$187$187
81.872 JP MORGAN EQUITY INCOME FUND I FUND #3122021-05-202022-06-02$1,900$1,865$35$35
5.362 MFS INTERNATIONAL GROWTH FUND R6 #48052021-05-202022-06-02$205$243-$38-$38
119.826 T ROWE PRICE BLUE CHIP GROWTH I CLASS #42022-04-212022-06-02$15,704$20,872-$5,168-$5,168
54.16 T ROWE PRICE BLUE CHIP GROWTH I CLASS #42021-05-032022-06-02$7,098$9,264-$2,166-$2,166
28.297 T ROWE PRICE BLUE CHIP GROWTH I CLASS #42022-01-252022-06-02$3,709$4,695-$986-$986
106.21 T ROWE PRICE BLUE CHIP GROWTH I CLASS #42021-05-202022-06-02$13,920$9,803$4,117$4,117
1.973 THRIVENT SMALL CAP STOCK FUND S #942021-05-202022-06-02$60$67-$7-$7
2.22977 VANGUARD SMALL CAP VALUE INDEX ADM2021-05-202022-06-02$163$165-$2-$2
1.75423 VANGUARD SMALL CAP VALUE INDEX ADM2021-05-202022-06-02$128$130-$2-$2
45.089 VANGUARD INTERNATIONAL VALUE INVESTOR FU2021-12-212022-06-02$1,739$1,954-$215-$215
345.582 VANGUARD INTERNATIONAL VALUE INVESTOR FU2021-05-032022-06-02$13,326$14,834-$1,508-$1,508
3.962 VANGUARD INTERNATIONAL VALUE INVESTOR FU2021-11-222022-06-02$153$167-$14-$14
305.915 VANGUARD INTERNATIONAL VALUE INVESTOR FU2021-05-202022-06-02$11,796$13,019-$1,223-$1,223
638.637 VANGUARD SHORT-TERM INVT GRADE CL I FUND2021-05-032022-06-02$6,514$7,007-$493-$493
493.064 VANGUARD SHORT-TERM INVT GRADE CL I FUND2021-05-202022-06-02$5,029$5,426-$397-$397
24.141 VANGUARD GROWTH INDEX ADM2021-05-032022-06-02$3,100$3,397-$297-$297
36.152 VANGUARD GROWTH INDEX ADM2021-05-202022-06-02$4,642$4,542$100$100
27.49 VANGUARD SMALL-CAP INDEX FUND ADMIRAL SH2021-05-032022-06-02$2,611$2,939-$328-$328
36.849 VANGUARD SMALL-CAP INDEX FUND ADMIRAL SH2021-05-202022-06-02$3,500$2,887$613$613
90.72024 BLACKROCK SYSTEMATIC MULTI-STRATEGY FUND2021-11-222022-06-21$915$952-$37-$37
.97476 BLACKROCK SYSTEMATIC MULTI-STRATEGY FUND2021-06-282022-06-21$10$10
164.04203 DOUBLELINE LOW DURATION BOND I FUND #2052022-01-252022-06-21$1,557$1,617-$60-$60
44.86897 DOUBLELINE LOW DURATION BOND I FUND #2052022-01-252022-06-21$426$442-$16-$16
176.863 JP MORGAN CORE BOND R6 #39002020-12-212022-06-21$1,852$2,202-$350-$350
88.528 VANGUARD SHORT TERM INFLATION PROT ADMI2022-03-232022-06-21$2,229$2,300-$71-$71
164.18952 VANGUARD SHORT-TERM INVT GRADE CL I FUND2021-05-202022-06-21$1,647$1,803-$156-$156
34.08148 VANGUARD SHORT-TERM INVT GRADE CL I FUND2021-05-202022-06-21$342$374-$32-$32
140.099 VANGUARD INTERMEDIATE TERM TREASURY INDEX FUND ADMIRAL SHARES2020-03-202022-06-21$2,838$3,285-$447-$447
11.14176 JP MORGAN LARGE CAP GROWTH R62022-06-022022-07-20$557$582-$25-$25
6.35824 JP MORGAN LARGE CAP GROWTH R62022-06-022022-07-20$318$332-$14-$14
68.788 JP MORGAN EQUITY INCOME FUND I FUND #3122021-06-212022-07-20$1,511$1,558-$47-$47
12.984 THRIVENT SMALL CAP STOCK FUND S #942021-06-222022-07-20$373$443-$70-$70
1.86965 VANGUARD EQUITY INCOME ADM FUND #5652022-06-022022-07-20$160$173-$13-$13
10.44135 VANGUARD EQUITY INCOME ADM FUND #5652022-06-022022-07-20$893$968-$75-$75
1.47918 VANGUARD MID-CAP INDEX ADMIRAL SHARES #2021-05-202022-07-20$380$416-$36-$36
1.26782 VANGUARD MID-CAP INDEX ADMIRAL SHARES #2021-05-202022-07-20$325$361-$36-$36
20.464 VANGUARD GROWTH INDEX ADM2021-06-282022-07-20$2,532$3,016-$484-$484
8.084 VANGUARD SMALL-CAP INDEX FUND ADMIRAL SH2020-04-282022-07-20$727$506$221$221
13.4188 VANGUARD 500 INDEX ADMIRAL FUND #5402021-05-202022-07-20$4,907$5,161-$254-$254
2.4542 VANGUARD 500 INDEX ADMIRAL FUND #5402021-05-202022-07-20$898$944-$46-$46
18.806 JP MORGAN LARGE CAP GROWTH R62022-06-022022-08-22$996$982$14$14
56.878 JP MORGAN EQUITY INCOME FUND I FUND #3122021-04-202022-08-22$1,309$1,239$70$70
34.818 THRIVENT SMALL CAP STOCK FUND S #942021-07-202022-08-22$1,055$1,141-$86-$86
11.778 VANGUARD EQUITY INCOME ADM FUND #5652022-06-022022-08-22$1,055$1,091-$36-$36
12.14 VANGUARD SMALL CAP VALUE INDEX ADM2021-07-202022-08-22$864$872-$8-$8
2.443 VANGUARD MID-CAP INDEX ADMIRAL SHARES #2021-05-202022-08-22$657$628$29$29
18.504 VANGUARD GROWTH INDEX ADM2021-06-282022-08-22$2,399$2,727-$328-$328
10.101 VANGUARD SMALL-CAP INDEX FUND ADMIRAL SH2021-07-202022-08-22$951$1,051-$100-$100
14.379 VANGUARD 500 INDEX ADMIRAL FUND #5402021-05-202022-08-22$5,504$5,421$83$83
3.02 FIDELITY INTERNATIONAL INDEX FUND #23632022-06-022022-09-20$115$133-$18-$18
46.592 JP MORGAN CORE BOND R6 #39002020-12-212022-09-20$479$573-$94-$94
39.249 JP MORGAN EQUITY INCOME FUND I FUND #3122021-03-292022-09-20$859$849$10$10
17.157 MFS INTERNATIONAL GROWTH FUND R6 #48052021-05-202022-09-20$587$772-$185-$185
7.755 VANGUARD EQUITY INCOME ADM FUND #5652022-06-022022-09-20$656$719-$63-$63
996.218 VANGUARD SHORT TERM INFLATION PROT ADMI2022-08-222022-09-20$24,457$25,817-$1,360-$1,360
1697.365 BLACKROCK SYSTEMATIC MULTI-STRATEGY FUND2022-08-252022-09-26$16,481$17,438-$957-$957
1944.583 BLACKROCK SYSTEMATIC MULTI-STRATEGY FUND2021-09-162022-09-26$18,882$20,408-$1,526-$1,526
7251.879 DOUBLELINE LOW DURATION BOND I FUND #2052022-08-252022-09-26$68,313$70,790-$2,477-$2,477
1523.699 JP MORGAN CORE BOND R6 #39002022-08-252022-09-26$15,389$16,454-$1,065-$1,065
5891.493 JP MORGAN CORE BOND R6 #39002021-09-162022-09-26$59,504$71,083-$11,579-$11,579
3301.451 VANGUARD SHORT TERM INFLATION PROT ADMI2022-08-252022-09-26$79,796$85,134-$5,338-$5,338
690.595 VANGUARD SHORT-TERM INVT GRADE CL I FUND2022-08-252022-09-26$6,789$7,115-$326-$326
7063.873 VANGUARD SHORT-TERM INVT GRADE CL I FUND2021-09-162022-09-26$69,438$77,355-$7,917-$7,917
4157.543 VANGUARD INTERMEDIATE TERM TREASURY INDEX FUND ADMIRAL SHARES2022-08-252022-09-26$81,322$87,979-$6,657-$6,657
1468.164 VANGUARD INTERMEDIATE TERM TREASURY INDEX FUND ADMIRAL SHARES2021-09-162022-09-26$28,717$33,851-$5,134-$5,134
5266.619 COLUMBIA INTERMEDIATE DURATION MUNICIPAL2022-09-262022-10-03$48,664$48,822-$158-$158
251.261 FIDELITY INTERNATIONAL INDEX FUND #23632022-06-022022-10-03$9,174$11,088-$1,914-$1,914
4478.529 FIDELITY INTERMEDIATE MUNI INCOME FUND2022-09-262022-10-03$43,263$43,397-$134-$134
182.786 JP MORGAN LARGE CAP GROWTH R62022-08-252022-10-03$8,754$9,575-$821-$821
908.693 JP MORGAN EQUITY INCOME FUND I FUND #3122021-09-162022-10-03$19,083$20,663-$1,580-$1,580
172.967 MFS INTERNATIONAL GROWTH FUND R6 #48052021-09-162022-10-03$5,696$7,903-$2,207-$2,207
879.233 SCHWAB FUNDAMENTAL INTERNATIONAL LARGE C2022-06-022022-10-03$7,104$8,722-$1,618-$1,618
7647.489 T ROWE PRICE TAX FREE SHORT INTERM I FUN2022-09-262022-10-03$40,685$40,685
272.938 THRIVENT SMALL CAP STOCK FUND S #942021-09-162022-10-03$7,356$9,194-$1,838-$1,838
214.756 VANGUARD EQUITY INCOME ADM FUND #5652022-06-022022-10-03$17,507$19,901-$2,394-$2,394
84.616 VANGUARD SMALL CAP VALUE INDEX ADM2021-09-162022-10-03$5,362$6,223-$861-$861
2279.251 VANGUARD ULTRA SHORT-TERM TAX EXEMPT ADM2022-09-262022-10-03$35,237$35,260-$23-$23
3749.736 VANGUARD INTERMEDIATE TAX EXEMPT ADMIRAL2022-09-262022-10-03$48,709$48,822-$113-$113
5151.584 VANGUARD LIMITED TERM TAX-EXEMPT ADM CL2022-09-262022-10-03$54,143$54,246-$103-$103
29.712 VANGUARD MID-CAP INDEX ADMIRAL SHARES #2021-09-162022-10-03$7,123$8,694-$1,571-$1,571
166.831 VANGUARD GROWTH INDEX ADM2021-09-162022-10-03$18,802$24,648-$5,846-$5,846
109.306 VANGUARD SMALL-CAP INDEX FUND ADMIRAL SH2021-09-162022-10-03$9,205$11,717-$2,512-$2,512
174.457 VANGUARD 500 INDEX ADMIRAL FUND #5402021-09-162022-10-03$59,211$69,276-$10,065-$10,065
89.49 BLACKROCK SYSTEMATIC MULTI-STRATEGY FUND2022-10-032022-10-06$875$878-$3-$3
304.537 DOUBLELINE LOW DURATION BOND I FUND #2052022-10-032022-10-06$2,854$2,854
13.87713 FIDELITY INTERNATIONAL INDEX FUND #23632022-06-022022-10-06$513$612-$99-$99
42.28087 FIDELITY INTERNATIONAL INDEX FUND #23632022-06-022022-10-06$1,562$1,866-$304-$304
13.20976 JP MORGAN LARGE CAP GROWTH R62022-06-022022-10-06$645$690-$45-$45
29.29324 JP MORGAN LARGE CAP GROWTH R62022-06-022022-10-06$1,430$1,530-$100-$100
162.508 JP MORGAN CORE BOND R6 #39002022-10-032022-10-06$1,636$1,648-$12-$12
91.88664 JP MORGAN EQUITY INCOME FUND I FUND #3122021-06-212022-10-06$1,957$2,073-$116-$116
137.50036 JP MORGAN EQUITY INCOME FUND I FUND #3122021-06-212022-10-06$2,929$2,984-$55-$55
15.5626 MFS INTERNATIONAL GROWTH FUND R6 #48052021-05-032022-10-06$522$695-$173-$173
19.6534 MFS INTERNATIONAL GROWTH FUND R6 #48052021-05-032022-10-06$660$870-$210-$210
54.59881 SCHWAB FUNDAMENTAL INTERNATIONAL LARGE C2022-06-022022-10-06$445$542-$97-$97
153.76819 SCHWAB FUNDAMENTAL INTERNATIONAL LARGE C2022-06-022022-10-06$1,253$1,525-$272-$272
7.82673 THRIVENT SMALL CAP STOCK FUND S #942021-03-292022-10-06$216$254-$38-$38
57.19627 THRIVENT SMALL CAP STOCK FUND S #942021-03-292022-10-06$1,582$1,856-$274-$274
19.97991 VANGUARD EQUITY INCOME ADM FUND #5652022-06-022022-10-06$1,652$1,852-$200-$200
34.45609 VANGUARD EQUITY INCOME ADM FUND #5652022-06-022022-10-06$2,848$3,193-$345-$345
14.944 VANGUARD SMALL CAP VALUE INDEX ADM2021-01-262022-10-06$971$938$33$33
7.864 VANGUARD SMALL CAP VALUE INDEX ADM2021-04-012022-10-06$511$566-$55-$55
202.152 VANGUARD SHORT-TERM INVT GRADE CL I FUND2022-10-032022-10-06$1,993$1,997-$4-$4
147.822 VANGUARD INTERMEDIATE TERM TREASURY INDEX FUND ADMIRAL SHARES2022-10-032022-10-06$2,905$2,927-$22-$22
.81105 VANGUARD MID-CAP INDEX ADMIRAL SHARES #2021-05-032022-10-06$198$233-$35-$35
6.99395 VANGUARD MID-CAP INDEX ADMIRAL SHARES #2021-05-032022-10-06$1,711$1,948-$237-$237
42.216 VANGUARD GROWTH INDEX ADM2021-06-042022-10-06$4,877$5,908-$1,031-$1,031
4.56806 VANGUARD SMALL-CAP INDEX FUND ADMIRAL SH2021-06-212022-10-06$395$489-$94-$94
23.95394 VANGUARD SMALL-CAP INDEX FUND ADMIRAL SH2021-06-212022-10-06$2,073$2,530-$457-$457
4.11507 VANGUARD 500 INDEX ADMIRAL FUND #5402021-06-212022-10-06$1,422$1,610-$188-$188
40.39793 VANGUARD 500 INDEX ADMIRAL FUND #5402021-06-212022-10-06$13,963$15,672-$1,709-$1,709
55.594 BLACKROCK SYSTEMATIC MULTI-STRATEGY FUND2021-06-282022-10-20$541$583-$42-$42
96.374 DOUBLELINE LOW DURATION BOND I FUND #2052022-01-252022-10-20$898$950-$52-$52
50.81 VANGUARD SHORT-TERM INVT GRADE CL I FUND2021-05-202022-10-20$494$559-$65-$65
21.644 VANGUARD INTERMEDIATE TERM TREASURY INDEX FUND ADMIRAL SHARES2020-03-202022-10-20$418$517-$99-$99
222.259 BLACKROCK SYSTEMATIC MULTI-STRATEGY FUND2022-10-032022-11-18$2,211$2,180$31$31
525.583 DOUBLELINE LOW DURATION BOND I FUND #2052022-10-032022-11-18$4,914$4,925-$11-$11
87.863 FIDELITY INTERNATIONAL INDEX FUND #23632022-06-022022-11-18$3,654$3,877-$223-$223
20.04448 JP MORGAN LARGE CAP GROWTH R62022-08-252022-11-18$1,010$1,071-$61-$61
12.44452 JP MORGAN LARGE CAP GROWTH R62022-08-252022-11-18$627$650-$23-$23
347.212 JP MORGAN CORE BOND R6 #39002022-10-032022-11-18$3,500$3,521-$21-$21
272.22 JP MORGAN EQUITY INCOME FUND I FUND #3122021-09-162022-11-18$6,340$6,165$175$175
47.3379 MFS INTERNATIONAL GROWTH FUND R6 #48052021-10-182022-11-18$1,764$2,162-$398-$398
6.5471 MFS INTERNATIONAL GROWTH FUND R6 #48052021-09-162022-11-18$244$299-$55-$55
313.796 SCHWAB FUNDAMENTAL INTERNATIONAL LARGE C2022-06-022022-11-18$2,878$3,113-$235-$235
29.05154 THRIVENT SMALL CAP STOCK FUND S #942021-06-222022-11-18$863$993-$130-$130
42.37046 THRIVENT SMALL CAP STOCK FUND S #942021-06-042022-11-18$1,258$1,447-$189-$189
42.44054 VANGUARD EQUITY INCOME ADM FUND #5652022-06-022022-11-18$3,867$3,933-$66-$66
24.67846 VANGUARD EQUITY INCOME ADM FUND #5652022-06-022022-11-18$2,248$2,287-$39-$39
24.766 VANGUARD SMALL CAP VALUE INDEX ADM2021-05-032022-11-18$1,756$1,812-$56-$56
437.56 VANGUARD SHORT-TERM INVT GRADE CL I FUND2022-10-032022-11-18$4,332$4,323$9$9
353.994 VANGUARD INTERMEDIATE TERM TREASURY INDEX FUND ADMIRAL SHARES2022-10-032022-11-18$6,991$7,009-$18-$18
6.829 VANGUARD MID-CAP INDEX ADMIRAL SHARES #2021-10-182022-11-18$1,776$2,056-$280-$280
22.141 VANGUARD GROWTH INDEX ADM2021-09-162022-11-18$2,579$3,488-$909-$909
24.102 VANGUARD SMALL-CAP INDEX FUND ADMIRAL SH2021-06-042022-11-18$2,206$2,524-$318-$318
42.749 VANGUARD 500 INDEX ADMIRAL FUND #5402021-10-182022-11-18$15,678$17,691-$2,013-$2,013
26.589 FIDELITY INTERNATIONAL INDEX FUND #23632022-06-022022-11-21$1,097$1,173-$76-$76
55.126 JP MORGAN EQUITY INCOME FUND I FUND #3122021-09-202022-11-21$1,286$1,218$68$68
10.48345 MFS INTERNATIONAL GROWTH FUND R6 #48052021-09-202022-11-21$388$473-$85-$85
4.80955 MFS INTERNATIONAL GROWTH FUND R6 #48052021-09-202022-11-21$178$214-$36-$36
87.89404 SCHWAB FUNDAMENTAL INTERNATIONAL LARGE C2022-06-022022-11-21$798$872-$74-$74
11.52396 SCHWAB FUNDAMENTAL INTERNATIONAL LARGE C2022-06-022022-11-21$105$114-$9-$9
2.778 THRIVENT SMALL CAP STOCK FUND S #942021-03-292022-11-21$82$90-$8-$8
16.764 VANGUARD EQUITY INCOME ADM FUND #5652022-06-022022-11-21$1,529$1,554-$25-$25
5.314 VANGUARD SMALL CAP VALUE INDEX ADM2021-05-202022-11-21$377$344$33$33
4.253 VANGUARD 500 INDEX ADMIRAL FUND #5402021-01-262022-11-21$1,554$1,450$104$104
3579.055 DOUBLELINE LOW DURATION BOND I FUND #2052022-11-212022-11-28$33,572$34,566-$994-$994
11018.927 DOUBLELINE LOW DURATION BOND I FUND #2052022-10-032022-11-28$103,358$103,247$111$111
405.073 FIDELITY INTERNATIONAL INDEX FUND #23632022-06-212022-11-28$17,029$17,850-$821-$821
551.721 FIDELITY INTERNATIONAL INDEX FUND #23632022-08-252022-11-28$23,194$23,836-$642-$642
157.242 JP MORGAN CORE BOND R6 #39002022-11-212022-11-28$1,598$1,657-$59-$59
2100.173 JP MORGAN CORE BOND R6 #39002021-11-222022-11-28$21,338$25,299-$3,961-$3,961
6935.782 JP MORGAN CORE BOND R6 #39002022-10-032022-11-28$70,468$70,329$139$139
122.558 JP MORGAN EQUITY INCOME FUND I FUND #3122021-03-292022-11-28$2,863$2,652$211$211
35.936 JP MORGAN EQUITY INCOME FUND I FUND #3122021-11-222022-11-28$839$856-$17-$17
198.78426 JP MORGAN EQUITY INCOME FUND I FUND #3122021-11-232022-11-28$4,644$4,660-$16-$16
32.67374 JP MORGAN EQUITY INCOME FUND I FUND #3122021-11-232022-11-28$763$784-$21-$21
31.731 SCHWAB FUNDAMENTAL INTERNATIONAL LARGE C2022-06-022022-11-28$294$315-$21-$21
77.52512 THRIVENT SMALL CAP STOCK FUND S #942021-03-292022-11-28$2,294$2,516-$222-$222
47.01788 THRIVENT SMALL CAP STOCK FUND S #942021-03-292022-11-28$1,391$1,526-$135-$135
161.411 THRIVENT SMALL CAP STOCK FUND S #942021-11-232022-11-28$4,776$5,530-$754-$754
26.72739 VANGUARD EQUITY INCOME ADM FUND #5652022-06-022022-11-28$2,453$2,477-$24-$24
13.68161 VANGUARD EQUITY INCOME ADM FUND #5652022-06-022022-11-28$1,256$1,268-$12-$12
58.832 VANGUARD EQUITY INCOME ADM FUND #5652022-06-022022-11-28$5,400$5,452-$52-$52
.272 VANGUARD SMALL CAP VALUE INDEX ADM2021-11-232022-11-28$19$21-$2-$2
301.37 VANGUARD SHORT-TERM INVT GRADE CL I FUND2022-11-212022-11-28$2,993$3,002-$9-$9
2267.597 VANGUARD SHORT-TERM INVT GRADE CL I FUND2021-11-222022-11-28$22,517$24,507-$1,990-$1,990
7900.717 VANGUARD SHORT-TERM INVT GRADE CL I FUND2022-10-032022-11-28$78,454$78,059$395$395
1539.326 VANGUARD INTERMEDIATE TERM TREASURY INDEX FUND ADMIRAL SHARES2022-11-212022-11-28$30,586$32,256-$1,670-$1,670
561.758 VANGUARD INTERMEDIATE TERM TREASURY INDEX FUND ADMIRAL SHARES2021-11-222022-11-28$11,162$13,199-$2,037-$2,037
6451.3 VANGUARD INTERMEDIATE TERM TREASURY INDEX FUND ADMIRAL SHARES2022-10-032022-11-28$128,187$127,736$451$451
14.242 VANGUARD MID-CAP INDEX ADMIRAL SHARES #2018-10-222022-11-28$3,704$2,693$1,011$1,011
18.773 VANGUARD MID-CAP INDEX ADMIRAL SHARES #2021-11-232022-11-28$4,883$5,531-$648-$648
40.707 VANGUARD SMALL-CAP INDEX FUND ADMIRAL SH2020-04-282022-11-28$3,715$2,549$1,166$1,166
53.513 VANGUARD SMALL-CAP INDEX FUND ADMIRAL SH2021-11-232022-11-28$4,884$5,755-$871-$871
3.477 VANGUARD 500 INDEX ADMIRAL FUND #5402021-11-232022-11-28$1,275$1,509-$234-$234
213.871 BLACKROCK SYSTEMATIC MULTI-STRATEGY FUND2022-10-032022-12-15$2,162$2,098$64$64
429.603 DODGE & COX INCOME FUND CLASS I #1472022-11-282022-12-15$5,404$5,280$124$124
24.187 FIDELITY MID CAP STOCK FUND #3372022-11-282022-12-15$920$932-$12-$12
942.643 FIDELITY INTERMEDIATE TREASURY BOND INDE2022-11-282022-12-15$9,266$9,106$160$160
42.943 GOLDMAN SACHS GQG PARTNERS INTL OPP INST2022-11-282022-12-15$743$742$1$1
15.518 JP MORGAN LARGE CAP GROWTH R62022-06-022022-12-15$745$810-$65-$65
727.611 JP MORGAN SHORT DURATION BD R6 #39442022-11-282022-12-15$7,640$7,582$58$58
94.993 JP MORGAN EQUITY INCOME FUND I FUND #3122021-12-142022-12-15$2,148$2,173-$25-$25
29.575 MFS INTERNATIONAL GROWTH FUND R6 #48052021-11-232022-12-15$1,077$1,373-$296-$296
142.066 SCHWAB FUNDAMENTAL INTERNATIONAL LARGE C2022-06-022022-12-15$1,317$1,409-$92-$92
20.316 THRIVENT SMALL CAP STOCK FUND S #942021-03-292022-12-15$533$659-$126-$126
23.349 VANGUARD EQUITY INCOME ADM FUND #5652022-06-022022-12-15$2,112$2,164-$52-$52
9.747 VANGUARD SMALL CAP VALUE INDEX ADM2021-11-232022-12-15$671$768-$97-$97
684.819 VANGUARD SHORT TERM BOND INDEX ADMIRAL F2022-11-282022-12-15$6,800$6,752$48$48
156.031 VANGUARD DEVELOPED MARKETS INDEX ADMIRA2022-11-282022-12-15$2,135$2,128$7$7
2.79 VANGUARD MID-CAP INDEX ADMIRAL SHARES #2021-06-212022-12-15$718$795-$77-$77
26.353 VANGUARD GROWTH INDEX ADM2021-11-232022-12-15$2,995$4,336-$1,341-$1,341
8.102 VANGUARD SMALL-CAP INDEX FUND ADMIRAL SH2021-09-162022-12-15$723$848-$125-$125
25.203 VANGUARD 500 INDEX ADMIRAL FUND #5402021-11-232022-12-15$9,093$10,934-$1,841-$1,841
45.164 DODGE & COX INCOME FUND CLASS I #1472022-11-282022-12-20$556$555$1$1
117.883 FIDELITY INTERMEDIATE TREASURY BOND INDE2022-11-282022-12-20$1,143$1,139$4$4
95.622 JP MORGAN SHORT DURATION BD R6 #39442022-11-282022-12-20$1,004$996$8$8
84.621 VANGUARD SHORT TERM BOND INDEX ADMIRAL F2022-11-282022-12-20$839$834$5$5
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
CAPITAL GAIN DIVIDENDS$8,644P
FieldValueIRS element (for citing)
Capital Gain Net Income-$89,831CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$71InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$71SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$71TaxBasedOnInvestmentIncomeAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$2,500ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$2,500TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$2,429OverpaymentAmt
Applied To ES Tax$72AppliedToESTaxAmt
Refund$2,357RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateOHOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1JEFF CARMICHAELBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7403746147PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1138 PUTNAM STREETAddressLine1Txt
CityMARIETTACityNm
State AbbreviationOHStateAbbreviationCd
ZIP45750ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
GEORGE BROUGHTON
3700 STATE ROUTE 60MARIETTAOH45750DIRECTOR1$0
KEVIN EAGAN
138 PUTNAM STREETMARIETTAOH45750GRANT COORDINATOR-VP, VC1$0
JEFF CARMICHAEL
138 PUTNAM STREETMARIETTAOH45750TREASURER1$0
CHUCK SULERZYSKI
138 PUTNAM STREETMARIETTAOH45750DIRECTOR1$0
STACI MATHENEY
138 PUTNAM STREETMARIETTAOH45750CHAIRMAN & PRESIDENT1$0
JIM HUGGINS
138 PUTNAM STREETMARIETTAOH45750DIRECTOR1$0
KATHRYN BAILEY
138 PUTNAM STREETMARIETTAOH45750VICE PRESIDENT1$0
M RYAN KIRKHAM
138 PUTNAM STREETMARIETTAOH45750SECRETARY1$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
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,409,511AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$145,416AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,554,927TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,554,927AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$23,324CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,531,603NetVlNoncharitableAssetsAmt
Minimum Investment Return$76,580MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$76,580MinimumInvestmentReturnAmt
Tax Based On Investment Income$71TaxBasedOnInvestmentIncomeAmt
Total Tax$71TotalTaxAmt
Distributable Before Adj$76,509DistributableBeforeAdjAmt
Recoveries Qualfied Distri$5,500RecoveriesQualfiedDistriAmt
Distributable Before Ded$82,009DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$82,009DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$721,613ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$721,613QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$82,009DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$410,257ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$520,730ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$455,874ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$728,169ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$566,090ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,681,120TotalExcessDistributionCyovAmt
Qualifying Distributions$721,613QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$82,009AppliedToCurrentYearAmt
Remaining Distri From Corpus$639,604RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$3,320,724TotalCorpusAmt
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$410,257ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,910,467ExcessDistriCyovToNextYrAmt
Excess From Year4$520,730ExcessFromYear4Amt
Excess From Year3$455,874ExcessFromYear3Amt
Excess From Year2$728,169ExcessFromYear2Amt
Excess From Year1$566,090ExcessFromYear1Amt
Excess From Current Year$639,604ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonKEVIN EAGANRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1138 PUTNAM STREETAddressLine1Txt
CityMARIETTACityNm
State AbbreviationOHStateAbbreviationCd
ZIP45750ZIPCd
FieldValueIRS element (for citing)
Recipient Phone7403746172RecipientPhoneNum
Form And Info And MaterialsGRANT APPLICATIONFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsPRINCIPAL AREAS IN OHIO, WEST VIRGINIA, KENTUCKY, VIRGINIA, WASHINGTON DC, AND MARYLANDRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (263 entries)

Business Name Line2RecipientBusinessName/BusinessNameLine2TxtAddress Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ASPIRE APPALACHIA INC SUMMER
FLOOD RELIEF1185 LAKESIDE DRJACKSONKY41339NONEPCPROGRAM SUPPORT$10,000
KENTUCKY BANKERS RELIEF FUND
600 W MAIN ST SUITE 400LOUISVILLEKY40202NONEPCPROGRAM SUPPORT$390
WOODY WILLIAMS FOUNDATION
ATTN CHAD L GRAHAM12123 SHELBYVILLE ROAD SUITE 100LOUISVILLEKY40243NONEPCPROGRAM SUPPORT$10,000
LEGION OF AMERICAN VETERANS INC
812 BEVERLY PLMARIETTAOH45750NONEPCPROGRAM SUPPORT$2,500
FOUNDATION FOR APPALACHIAN OHIO
PO BOX 456NELSONVILLEOH45764NONEPCPROGRAM SUPPORT$28,000
ROANE GENERAL HOSPITAL FOUNDATION INC
200 HOSPITAL DRSPENCERWV25276NONEPCPROGRAM SUPPORT$5,000
APPALACHIAN GROWTH CAPITAL LLC
PO BOX 456NELSONVILLEOH45764NONEPCPROGRAM SUPPORT$15,000
FAIRFIELD COMMUNITY HEALTH CENTER
1155 E MAIN STREETLANCASTEROH43130NONEPCPROGRAM SUPPORT$5,000
SOUTHEASTERN OHIO REGIONAL
MEDICAL CENTER1341 CLARK STREETCAMBRIDGEOH43725NONEPCPROGRAM SUPPORT$10,000
AMERICAN NATIONAL RED CROSS
PO BOX 37839BOONEIA50037NONEPCPROGRAM SUPPORT$5,000
STUART'S OPERA HOUSE
52 PUBLIC SQUARENELSONVILLEOH45764NONEPCPROGRAM SUPPORT$5,000
LIFE & PURPOSE COMMUNITY
RESOURCE CENTERPO BOX 18MARIETTAOH45750NONEPCPROGRAM SUPPORT$2,000
YMCA OF GREATER CINCINNATI
ATTN MS SYDNEY PEPPER1105 ELM STCINCINNATIOH45202NONEPCPROGRAM SUPPORT$1,000
THE ARC OF THE MID OHIO VALLEY INC
ATTN MS ELIZABETH FORD912 MARKET STPARKERSBURGWV26101NONEPCPROGRAM SUPPORT$4,000
BUCKSKIN COUNCIL BSA INC
ATTN MR LARRY WUNDERLY2829 KANAWHA BLVD ECHARLESTONWV25311NONEPCPROGRAM SUPPORT$5,000
CASTING FOR KIDS INC
ATTN MR CHRIS FERGUSONP O BOX 625WITTENSVILLEKY41274NONEPCPROGRAM SUPPORT$5,000
CATHOLIC SOCIAL SERVICES INC
ATTN MS JULIE NAPORANO197 GAY ST 2ND FLCOLUMBUSOH43215NONEPCPROGRAM SUPPORT$2,500
CENTRAL COMMUNITY HOUSE OF COLUMBUS INC
ATTN MS DIANE JONES1150 E MAIN STCOLUMBUSOH43205NONEPCPROGRAM SUPPORT$1,000
THE DANE FOUNDATION INC
ATTN MS LOWERY LOCKARD CEOPO BOX 124CUYAHOGA FALLSOH44222NONEPCPROGRAM SUPPORT$1,000
FREESTORE FOODBANK
ATTN MS LISSA URRIQUIA GAPULTOS1141 CENTRAL PARKWAYCINCINNATIOH45202NONEPCPROGRAM SUPPORT$2,500
GREENBRIER REPERTORY THEATRE CO
ATTN MR ETHAN SERR1038 WASHINGTON ST EASTLEWISBURGWV24901NONEPCPROGRAM SUPPORT$1,000
GMILUTH CHASODIM
ATTN MS MICHAL MARCUS23300 CHAGRIN BLVD STE 204BEACHWOODOH44122NONEPCPROGRAM SUPPORT$2,500
HIGHLAND CO SENIOR CITIZENS CENTER INC
ATTN MS MECHELL FROST185 MUNTZ STHILLSBOROOH45133NONEPCPROGRAM SUPPORT$1,000
HIGHLANDS FOUNDATION INC
ATTN MR EDWARD NAIRNPO BOX 266PRESTONBURGKY41653NONEPCPROGRAM SUPPORT$2,500
JACKSON AREA YMCA
ATTN MR TIMOTHY HARVEY594 EAST MAIN STJACKSONOH45640NONEPCPROGRAM SUPPORT$2,000
LYDIAS HOUSE INC
ATTN MS MARYKATE GLENNPO BOX 128808CINCINNATIOH45212NONEPCPROGRAM SUPPORT$2,000
LINCOLN COUNTY HIGH SCHOOL-THE MAX
ATTN MRS KAYLA SHAFFER7786 LYNN AVEHAMLINWV25523NONEPCPROGRAM SUPPORT$3,500
FRIENDS OF THE MUSEUMS INC
601 2ND STMARIETTAOH45750NONEPCPROGRAM SUPPORT$2,500
CITY OF RUSSELL FIRE DEPT RESCUE EQUIPME
ATTN MR TODD SELVAGE CAPTAIN500 BELLEFONTE DRRUSSELLKY41169NONEPCPROGRAM SUPPORT$4,500
WARRIOR MEDITATION FOUNDATION INC
MR MATTHEW STOMBAUGH3940 E DANVILLE ROADHILLSBOROOH45133NONEPCPROGRAM SUPPORT$3,500
TIDEWATER CLASSIC GUITAR SOCIETY INC
ATTN DR WILLIAM HOLCOMBPO BOX 777NORFOLKVA23501NONEPCPROGRAM SUPPORT$1,000
WC JOINT VOCATIONAL SCHOOL DISTRICT
ATTN DR ANTHONY HUFFMAN21740 ST RT 676MARIETTAOH45750NONEPCPROGRAM SUPPORT$10,000
WASHINGTON STATE COMMUNITY COLLEGE FND
ATTN MS CHERYL CANADAY710 COLEGATE DRMARIETTAOH45750NONEPCSCHOLARSHIPS$12,000
HOCKING COLLEGE FOUNDATION
ATTN MS KATIE CLELANDP O BOX 405NELSONVILLEOH45764NONEPCPROGRAM SUPPORT$5,000
LICKING COUNTY FAMILY YMCA
ATTN MR EDWARD BOHREN470 WEST CHURCH STNEWARKOH43055NONEPCPROGRAM SUPPORT$5,000
HIGHLAND COUNTY SOCIETY FOR
CRIPPLED CHILDREN & ADULTSPO BOX 972HILLSBOROOH45133NONEPCPROGRAM SUPPORT$2,500
CATALYTIC DEVELOPMENT FUNDING
CORP OF NORTHERN KENTUCKY50 E RIVERCENTER BLVD STE 260COVINGTONKY41011NONEPCPROGRAM SUPPORT$10,000
RURAL ACTION INC
ATTN MS DEBBIE PHILLIPS CEO9030 HOCKING HILLS DRTHE PLAINSOH45780NONEPCPROGRAM SUPPORT$1,000
SPECTRUM INC
ATTN MARK REDMOND31 ELMWOOD AVEBURLINGTONVT05401NONEPCPROGRAM SUPPORT$2,500
BETHEL BAPTIST CHURCH
ATTN MRS TERRI LYONS640 PLEASANT VALLEY RDGIVENWV25245NONEPCPROGRAM SUPPORT$5,000
BRIGHT BEGINNINGS INC
ATTN MS REBECCA RORKE3418 4TH ST SEWASHINGTONDC20032NONEPCPROGRAM SUPPORT$1,000
COLUMBUS 2020 FOUNDATION
ATTN MR CHIP HOLCOMBE150 S FRONT ST STE 200COLUMBUSOH43215NONEPCPROGRAM SUPPORT$5,000
COMMUNITY MISSION OUTREACH INC
ATTN MR DANNIE NEWMAN3748 STATE ROUTE 7CHSAPEAKEOH45619NONEPCPROGRAM SUPPORT$2,000
GROW HIGHLAND COUNTY
ATTN MS TRACY EVANSPO BOX 184HILLSBOROOH45133NONEPCPROGRAM SUPPORT$2,000
HABITAT FOR HUMANITY INTERNATIONAL INC
ATTN MS SARINA PARKER815 COURT STCHARLESTONWV25301NONEPCPROGRAM SUPPORT$1,000
HAVAR INC
ATTN MR SHELBY RHODES396 RICHLAND AVEATHENSOH45701NONEPCPROGRAM SUPPORT$3,800
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
ATTN MR BRUCE ZIMMER202 DAVIS AVEMARIETTAOH45750NONEPCPROGRAM SUPPORT$1,732
LIVE HEALTHY APPALACHIA
ATTN MS HEIDI FISCHERPO BOX 930ATHENSOH45701NONEPCPROGRAM SUPPORT$2,500
MEIGS COUNTY PIONEER AND HISTORICAL SOCI
ATTN MS MARY COWDERYPO BOX 145POMEROYOH45769NONEPCPROGRAM SUPPORT$1,000
THE RIGHT PATH FOR WASHINGTON COUNTY IN
ATTN MRS CATHY HARPER1115 GILMAN AVEMARIETTAOH45750NONEPCPROGRAM SUPPORT$2,000
S EVE N - SERVING EVERY NEED INC
ATTN MS JACQUELINE GENWRIGHT8407 BATES DRBOWIEMD20720NONEPCPROGRAM SUPPORT$2,000
SOUTHEASTERN OHIO PORT AUTHORITY
ATTN MR ANDY KUHN204 FRONT STMARIETTAOH45750NONEPCPROGRAM SUPPORT$12,000
SOUTHSIDE COMMUNITY DEV AND HOUSING CORP
ATTN MR ROBBIE FRANKLIN1624 HULL STRICHMONDVA23224NONEPCPROGRAM SUPPORT$7,500
UNITED HEALTH FOUNDATION INC
ATTN MS LORA EDGELL327 MEDICAL PARK DRBRIDGEPORTWV26330NONEPCPROGRAM SUPPORT$2,000
VILLAGE OF LOWELL FOR EQUIPMENT REPLACEM
REPLACEMENT AND REPAIRPO BOX 337LOWELLOH45744NONEPCPROGRAM SUPPORT$4,500
WOMEN WALKING WEST INC
ATTN MS ALICIA FARBSTEIN8337 VERBENA LNLIBERTY TWPOH45044NONEPCPROGRAM SUPPORT$3,000
WETZEL COUNTY HOSPITAL INC
ATTN MS VON RAE GUILER3 E BENJAMIN DRNEW MARTINSVILLEWV26155NONEPCPROGRAM SUPPORT$5,000
HAVEN OF HOPE
ATTN MRS MICHELLE CARPENTERPO BOX 1196CAMBRIDGEOH43725NONEPCPROGRAM SUPPORT$5,000
APPALACHIAN PARTNERSHIP INC
35 PUBLIC SQNELSONVILLEOH45764NONEPCPROGRAM SUPPORT$50,000
SPARTAN ATHLETIC CLUB
PO BOX 252ALBANYOH45710NONEPCPROGRAM SUPPORT$5,000
EAST AKRON NEIGHBORHOOD
DEVELOPMENT CORP550 S ARLINGTON STAKRONOH44306NONEPCPROGRAM SUPPORT$5,000
MUSKINGUM VALLEY HEALTH CENTERS
859 N MAIN STMALTAOH43758NONEPCPROGRAM SUPPORT$15,000
PARADE OF THE HILLS COMMUNITY ASSOCIATIO
PO BOX 157NELSONVILLEOH45764NONEPCPROGRAM SUPPORT$2,500
SHEPHERDS CENTER OF GREENBRIER VALLEY
PO BOX 54LEWISBURGWV24901NONEPCPROGRAM SUPPORT$5,000
VILLAGE IDIOT RACING INC
PO BOX 1155CLARKSBURGWV26302NONEPCPROGRAM SUPPORT$1,350
ATHENS ARTISTS MEMORIAL PROJECT
ATTN MR DOUG BROOKS PRESIDENTPO BOX 278ATHENSOH45701NONEPCPROGRAM SUPPORT$1,000
BATTERED WOMENS SHELTER
ATTN MS KATHERINE ROBBINS ASST DIR974 E MARKET STAKRONOH44305NONEPCPROGRAM SUPPORT$1,000
BETSEY MILLS CORPORATION
ATTN MRS KERRY JEAN WADDLEDIR300 FOURTH STREETMARIETTAOH45750NONEPCPROGRAM SUPPORT$1,000
BLUE STAR MOTHERS OF AMERICA
ATTN MS SHARON BURNS PRESIDENTPO BOX 1655COSHOCTONOH43812NONEPCPROGRAM SUPPORT$2,500
BOONE MEMORIAL HOSPITAL INC
ATTN MR RAYMOND HARRELL JR701 MADISON AVEMADISONWV25130NONEPCPROGRAM SUPPORT$10,000
BRANCH OUT BURLINGTON
ATTN MARGARET SKINNER93 HOWARD STBURLINGTONVT05401NONEPCPROGRAM SUPPORT$3,500
CANEY CREEK COMMUNITY CENTER
ATTN DWIGHT BAUM INVESTMENTS MANAGER100 PURPOSE RDPIPPA PASSESKY41844NONEPCPROGRAM SUPPORT$2,500
CAPITAL CITY BANDITS ATHLETICS
ATTN MR KEVIN JOHNSON ASSIST DIR2012 PRESTON STCHARLESTONWV25302NONEPCPROGRAM SUPPORT$1,000
CITY OF MADISON CHRISTMAS LIGHT PROJECT
ATTN MS HEATHER KAZEE CITY CLERK255 WASHINGTON AVEMADISONWV25130NONEPCPROGRAM SUPPORT$2,500
DICKENS VICTORIAN VILLAGE
ATTN MR JOEL LOSEGO BOARD MEMBER708 WHEELING AVECAMBRIDGEOH43725NONEPCPROGRAM SUPPORT$2,500
DOWNTOWN PKB INC
ATTN WENDY SHRIVER EXECUTIVE DIRECTOR400 MARKET STPARKERSBURGWV26101NONEPCPROGRAM SUPPORT$1,000
EVERY MEAL HOLIDAY DONATION
2723 PATTON RDROSEVILLEMN55113NONEPCPROGRAM SUPPORT$1,000
FORT FRYE HIGH SCHOOL
ATTN MOLLIE ZIMMER HEAD CHEER COACHPO BOX 1089BEVERLYOH45715NONEPCPROGRAM SUPPORT$2,000
GREATER TWIN CITIES UNITED WAY
404 SOUTH EIGHTH STREETMINNEAPOLISMN55404NONEPCPROGRAM SUPPORT$1,000
HELPING APPALACHIAN RURAL PEOPLE
ATTN MS ELIZABETH WALLACE ADMIN810 MAIN STCALDWELLOH43724NONEPCPROGRAM SUPPORT$3,000
HIGHLAND COUNTY HOMELESS SHELTER
ATTN MRS TAMMY DENNIS ADMIN DIR145 HOMESTEAD AVEHILLSBOROOH45133NONEPCPROGRAM SUPPORT$1,200
HIGHLAND COUNTY HUMANE SOCIETY
ATTN MRS SARAH ROE BOD - TREASURER9331 STATE ROUTE 124HILLSBOROOH45133NONEPCPROGRAM SUPPORT$1,900
HOPENOW
ATTN MEARLE GRIFFITHPO BOX 627MT VERNONOH43050NONEPCPROGRAM SUPPORT$3,000
JOHN CLEM RECOVERY HOUSE
ATTN MR STEVE ABDELLA BOARD MEMBER7100 BROOKSIDE WAYATHENSOH45701NONEPCPROGRAM SUPPORT$2,500
MAIN STREET POINT PLEASANT INC
ATTN MRS DARLENE HAER TREASURER305 MAIN STREETPOINT PLEASANTWV25550NONEPCPROGRAM SUPPORT$2,500
MARIETTA COLLEGE
PRESIDENT'S CIRCLE SUPPORT215 FIFTH STREETMARIETTAOH45750NONEPCPROGRAM SUPPORT$25,000
MASON COUNTY LIBRARY BOARD
ATTN MRS PAMELA THOMPSON DIRECTOR508 VIAND STPOINT PLEASANTWV25550NONEPCPROGRAM SUPPORT$1,000
MEMORIAL HEALTH FOUNDATION
P O BOX 97MARIETTAOH45750NONEPCPROGRAM SUPPORT$15,000
NATIONAL FNDN FOR CONS CREDIT
ATTN MRS SHELENE SHREWSBURYDIR2435 DUDLEY AVENUEPARKERSBURGWV26101NONEPCPROGRAM SUPPORT$2,500
NORTHERN KY CHAMBER FOUNDATION
ATTN MS ANNA MARIE WHELAN PROGRAM DIR300 BUTTERMILK PIKE SUITE 330FT MITCHELLKY41011NONEPCPROGRAM SUPPORT$2,500
READ ALOUD WEST VIRGINIA INC
ATTN MS AMANDA SCHWARTZPO BOX 1784CHARLESTONWV25326NONEPCPROGRAM SUPPORT$2,500
THE HARMAR PLACE COMMUNITY
ATTN MS ALISSA CLOUSE DIRECTOR401 HARMAR STREETMARIETTAOH45750NONEPCPROGRAM SUPPORT$2,500
TYGART VALLEY UNITED WAY INC
221 WASHINGTON STREETFAIRMONTWV26554NONEPCPROGRAM SUPPORT$1,000
UNITED APPEAL OF MASON COUNTY
PO BOX 327MAYSVILLEKY41056NONEPCPROGRAM SUPPORT$1,000
UNITED WAY GUERNSEY & NOBLE
PO BOX 5CAMBRIDGEOH43725NONEPCPROGRAM SUPPORT$2,500
UNITED WAY MUSK PERRY & MORGAN
526 PUTNAM AVEZANESVILLEOH43701NONEPCPROGRAM SUPPORT$1,000
UNITED WAY NATIONAL CAPITAL AREA
1577 SPRING HILL ROAD SUITE 420VIENNAVA22182NONEPCPROGRAM SUPPORT$1,000
UNITED WAY NORTHWEST VERMONT
412 FARRELL STREET SUITE 200S BURLINGTONVT05403NONEPCPROGRAM SUPPORT$1,000
UNITED WAY OF CENTRAL WVA INC
ATTN KRISTI MOREY1 UNITED WAY SQUARECHARLESTONWV25301NONEPCPROGRAM SUPPORT$5,000
UNITED WAY OF CLINTON COUNTY INC
ATTN MS AMANDA HARRISON63 W MAIN STWILMINGTONOH45177NONEPCPROGRAM SUPPORT$5,000
UNITED WAY OF COSHOCTON COUNTY
ATTN MS LYN MIZERPO BOX 84COSHOCTONOH43812NONEPCPROGRAM SUPPORT$2,000
UNITED WAY OF EASTERN KENTUCKY
PO BOX 1446PRESTONBURGKY41653NONEPCPROGRAM SUPPORT$2,000
UNITED WAY OF FAIRFIELD COUNTY
115 S BROAD STREETLANCASTEROH43130NONEPCPROGRAM SUPPORT$2,000
UNITED WAY OF GALLIA COUNTY INC
PO BOX 771GALLIPOLISOH45631NONEPCPROGRAM SUPPORT$1,000
UNITED WAY OF GREATER CINCINNATI
2400 READING ROADCINCINNATIOH45202NONEPCPROGRAM SUPPORT$5,000
UNITED WAY OF GREATER CLEVELAND
1331 EUCLID AVECLEVELANDOH44115NONEPCPROGRAM SUPPORT$1,000
UNITED WAY OF GREATER RICHMOND
7814 CAROUSEL LN STE 400RICHMONDVA23294NONEPCPROGRAM SUPPORT$1,000
UNITED WAY OF GREENBRIER VALLEY
PO BOX 572LEWISBURGWV24901NONEPCPROGRAM SUPPORT$2,500
UNITED WAY OF HARRISON COUNTY
445 WEST MAIN STREET ROOM 203CLARKSBURGWV26301NONEPCPROGRAM SUPPORT$1,000
UNITED WAY OF JACKSON COUNTY INC
PO BOX 242JACKSONOH45640NONEPCPROGRAM SUPPORT$1,000
UNITED WAY OF KNOX COUNTY OHIO
305 E HIGH STMOUNT VERNONOH43050NONEPCPROGRAM SUPPORT$1,000
UNITED WAY OF LEWIS COUNTY
PO BOX 44WESTONWV26452NONEPCPROGRAM SUPPORT$1,000
UNITED WAY OF LICKING COUNTY
PO BOX 4490NEWARKOH43058NONEPCPROGRAM SUPPORT$1,000
UNITED WAY ALLIANCE OF MOV
ATTN MS STACY DECICCO935 MARKET STREETPARKERSBURGWV26101NONEPCPROGRAM SUPPORT$12,000
UNITED WAY OF NORTHEAST KENTUCKY
ATTN JERRI COMPTONPO BOX 2285ASHLANDKY41105NONEPCPROGRAM SUPPORT$2,000
UNITED WAY OF SUMMIT COUNTY
37 N HIGH STREETAKRONOH44308NONEPCPROGRAM SUPPORT$1,000
UNITED WAY OF THE BLUEGRASS INC
651 PERIMETER DR STE 510LEXINGTONKY40517NONEPCPROGRAM SUPPORT$1,000
UNITED WAY OF THE RIVER CITIES
820 MADISON AVEHUNTINGTONWV25704NONEPCPROGRAM SUPPORT$3,000
UNITED WAY OF WARREN COUNTY OHIO
645 OAK STREETLEBANONOH45036NONEPCPROGRAM SUPPORT$2,000
UNITED WAY SCIOTO & ADAM CNTIES
1601 GRANT STPORTSMOUTHOH45662NONEPCPROGRAM SUPPORT$2,000
UNITED WAY UPPER OHIO VALLEY INC
1307 CHAPLINE STREETWHEELINGWV26003NONEPCPROGRAM SUPPORT$1,000
WASCO INC
ATTN MS ALICIA SIMMS CEO340 MUSKINGUM DRIVEMARIETTAOH45750NONEPCPROGRAM SUPPORT$2,300
WELCOME HOME SIS
ATTN ANGELA REGAN EXECUTIVE DIRECTOR10485 WASHINGTON STBYESVILLEOH43723NONEPCPROGRAM SUPPORT$1,000
UNIVERSITY OF PIKEVILLE
ATTN DR BURTON WEBB147 SYCAMORE STREETPIKEVILLEKY41501NONEPCPROGRAM SUPPORT$5,000
HUNGER SOLUTIONS MOV
ATTN KEVIN EAGAN138 PUTNAM STMARIETTAOH45750NONEPCPROGRAM SUPPORT$5,000
BROOKESVILLE BAPTIST CHURCH
136 MIAMI STBROOKSVILLEKY41004NONEPCPROGRAM SUPPORT$750
CARING FOR OTHERS INC
PO BOX 8TOLLESBOROKY41189NONEPCPROGRAM SUPPORT$500
EAST KENTUCKY DREAM CENTER
ATTN MS RACHEL CAMPBELL-DOTSON127 HIBBARD STPIKEVILLEKY41501NONEPCPROGRAM SUPPORT$750
MOUNTAINEER FOOD BANK INC
ATTN MR J CHAD MORRISON CEO484 ENTERPRISE DRGASSAWAYWV26624NONEPCPROGRAM SUPPORT$5,000
CHAMPLAIN VALLEY OFFICE ECON OPP
P O BOX 1603BURLINGTONVT05402NONEPCPROGRAM SUPPORT$1,000
THE LORDS PANTRY HOLIDAY FOOD PANTRY
PO BOX 64SHINNSTONWV26431NONEPCPROGRAM SUPPORT$750
MT ORAB CHURCH CHRIST PANTRY
400 SMITH RDMT ORABOH45154NONEPCPROGRAM SUPPORT$750
MT ORAB UNITED METH CHURCH
212 CHURCH STMT ORABOH45154NONEPCPROGRAM SUPPORT$750
NIGHBERT MEM UNITED METHODIST
301 COLE STLOGANWV25601NONEPCPROGRAM SUPPORT$1,000
ROANE COUNTY HELPING HAND INC
PO BOX 576SPENCERWV25276NONEPCPROGRAM SUPPORT$1,000
SAMARITAN OUTREACH SERVICES
PO BOX 242HILLSBOROOH45133NONEPCPROGRAM SUPPORT$750
TRI COUNTY FOOD PANTRY
PO BOX 41LOWER SALEMOH45745NONEPCPROGRAM SUPPORT$1,000
APPALACHIA REACH OUT
PO BOX 2147INEZKY41224NONEPCPROGRAM SUPPORT$1,000
FACING HUNGER FOODBANK INC
ATTN CYNTHIA KIRKHARTDIRECTOR1327 7TH AVEHUNTINGTONWV25701NONEPCPROGRAM SUPPORT$2,000
THE GOOD SHEPHERDS PLACE
ATTN MRS ROBIN SCANLANDIRECTORPO BOX 114BETHELOH45106NONEPCPROGRAM SUPPORT$500
GRACE PANTRY INC
1101 STEUBENVILLE AVECAMBRIDGEOH43725NONEPCPROGRAM SUPPORT$1,000
HEART & HAND OUTREACH MINISTRIES
ATTN MR EDDIE BUCKLENDIRECTOR212 D STS CHARLESTONWV25303NONEPCPROGRAM SUPPORT$1,000
MADISON BAPTIST CHURCH
426 2ND STMADISONWV25130NONEPCPROGRAM SUPPORT$1,000
POTTERS HOUSE MINISTRIES INC
5409 WINCHESTER AVEPORTSMOUTHOH45662NONEPCPROGRAM SUPPORT$750
SOUTH WEBSTER FOOD PANTRY
8 POTTS STSOUTH WEBSTEROH45682NONEPCPROGRAM SUPPORT$750
AKRON-CANTON REGIONAL FOODBANK
350 OPPORTUNITY PARKWAYAKRONOH44307NONEPCPROGRAM SUPPORT$2,000
ASHLAND FIRST UNITED METHODIST
PO BOX 16ASHLANDKY41105NONEPCPROGRAM SUPPORT$2,000
BALTIMORE THURSTON AREA PANTRY
508 N OAK STBALTIMOREOH43105NONEPCPROGRAM SUPPORT$1,500
BELPRE AREA MINISTRIES INC
PO BOX 101BELPREOH45714NONEPCPROGRAM SUPPORT$1,000
BLANCHESTER COMM FOOD PANTRY
318 W MAIN STREETBLANCHESTEROH45107NONEPCPROGRAM SUPPORT$500
CHRISTS TABLE HOLIDAY FOOD PANTRY
28 S 6TH STZANESVILLEOH43701NONEPCPROGRAM SUPPORT$1,500
CLERMONT COUNTY COMM SERVICES
3003 HOSPITAL DRBATAVIAOH45103NONEPCPROGRAM SUPPORT$750
CLINTON COUNTY COMM ACTION PROG
PO BOX 32WILMINGTONOH45177NONEPCPROGRAM SUPPORT$700
CLINTON COUNTY SERVICES-HOMELESS
36 GALLUP STWILMINGTONOH45177NONEPCPROGRAM SUPPORT$700
COMMUNITY FOOD INITIATIVES INC
ATTN MS MARIBETH SALEEM-TANNER94 COLUMBUS ROADATHENSOH45701NONEPCPROGRAM SUPPORT$2,000
MIRIAMS KITCHEN HOLIDAY FOOD PANTRY
2401 VIRGINIA AVE NWWASHINGTONDC20037NONEPCPROGRAM SUPPORT$1,000
COPE INC HOLIDAY FOOD PANTRY
207 N COURT AVECOVINGTONVA24426NONEPCPROGRAM SUPPORT$500
CROSSLIGHT OF HOPE INC
PO BOX 11ASHTONWV25503NONEPCPROGRAM SUPPORT$750
ENACT INC HOLIDAY FOOD PANTRY
1701 5TH AVE STE 7CHARLESTONWV25387NONEPCPROGRAM SUPPORT$1,000
FEED MORE INC
1415 RHOADMILLER STRICHMONDVA23220NONEPCPROGRAM SUPPORT$2,000
FIRST BAPTIST CHURCH
PO BOX 217VANCEBURGKY41179NONEPCPROGRAM SUPPORT$1,000
LOAVES AND FISHES INC
ATTN REVERAND SR JUDY YUNKER9608 MOORFIELD CIRLOUISVILLEKY40241NONEPCPROGRAM SUPPORT$750
FOOD PANTRY OF LICKING COUNTY
1035 BRICE STNEWARKOH43055NONEPCPROGRAM SUPPORT$1,500
FOOD PROGRAM AND CLOTHESLINE
210 PEARL STJACKSONOH45640NONEPCPROGRAM SUPPORT$1,000
FRANKLIN AREA COMMUNITY SERVICES
ATTN MARTY BAKER345 S MAIN STFRANKLINOH45005NONEPCPROGRAM SUPPORT$500
FREESTORE-FOODBANK INC
1141 CENTRAL PARKWAYCINCINNATIOH45202NONEPCPROGRAM SUPPORT$500
GALLIA COUNTY SNACK PACK
PO BOX 169GALLIPOLISOH45631NONEPCPROGRAM SUPPORT$500
GODS APPALACHIAN PARTNERSHIP INC
PO BOX 704MCDOWELLKY41647NONEPCPROGRAM SUPPORT$750
GODS PANTRY FOOD BANK INC
ATTN REBECCA WALLACE1685 JAGGIE FOX WAYLEXINGTONKY40511NONEPCPROGRAM SUPPORT$1,000
HEART & HAND HOLIDAY FOOD PANTRY
PO BOX 128PHILIPPIWV26416NONEPCPROGRAM SUPPORT$1,000
HEAVENS HARVEST FOOD PANRTY
ATTN MS RENEE THORSBERRYPO BOX 394MARTINKY41649NONEPCPROGRAM SUPPORT$750
HELPING HANDS CHRISTIAN OUTREACH
PO BOX 1226JACKSONKY41339NONEPCPROGRAM SUPPORT$1,000
HELPING HANDS INC
PO BOX 633GREENUPKY41144NONEPCPROGRAM SUPPORT$1,500
HENRY COUNTY HELP CENTER INC
4844 NORTH MAIN STEMINENCEKY40019NONEPCPROGRAM SUPPORT$1,000
HOPE UNITED METHODIST CHURCH
219 E 1ST STWELLSTONOH45692NONEPCPROGRAM SUPPORT$750
INTERCHURCH SOCIAL SERVICES
PO BOX 1052MOUNT VERNONOH43050NONEPCPROGRAM SUPPORT$750
FAMILY PROMISE OF WARREN COUNTY
ATTN MRS LINDA RABOLTDIRECTOR203 E WARREN STLEBANONOH45036NONEPCPROGRAM SUPPORT$500
LEBANON FOOD PANTRY INC
ATTN JERRY HARROD190 NEW STLEBANONOH45036NONEPCPROGRAM SUPPORT$500
LINCOLN COUNTY OPPORTUNITY CO
360 MAIN STHAMLINWV25523NONEPCPROGRAM SUPPORT$1,000
LOWELL MISSION BASKET PANTRY
PO BOX 227LOWELLOH45744NONEPCPROGRAM SUPPORT$1,000
LUTHERAN SOC SRVCS OF CENTRAL OH
1105 SCHROK RD SUITE 100COLUMBUSOH43229NONEPCPROGRAM SUPPORT$2,500
MANNA MEAL INC
1105 QUARRIER STCHARLESTONWV25301NONEPCPROGRAM SUPPORT$1,000
MONTGOMERY COUNTY FOOD COUNCIL
4825 CORDELL AVEBETJESDAMD20814NONEPCPROGRAM SUPPORT$1,000
MORGAN COUNTY UNITED MINISTRIES
PO BOX 303MCCONNELSVILLEOH43756NONEPCPROGRAM SUPPORT$1,500
THE SALVATION ARMY
440 WEST NYACK RDWEST NYACKNY10994NONEPCPROGRAM SUPPORT$1,000
NFS MINISTRIES
PO BOX 91PARKERSBURGWV26102NONEPCPROGRAM SUPPORT$1,250
NO HUNGER FOOD PANTRY INC
1249 SARVIS FORK RDSANDYVILLEWV25275NONEPCPROGRAM SUPPORT$1,000
OLD MAN RIVERS HOLIDAY FOOD PANTRY
703 PIKE STPARKERSBURGWV26101NONEPCPROGRAM SUPPORT$1,500
OPERATION GIVE BACK
ATTN MS ELAINE HIPPS10891 MILLINGTON COURTBLUE ASHOH45242NONEPCPROGRAM SUPPORT$500
PRESBYTERIAN CHURCH USA
100 WITHERSPOON STLOUISVILLEKY40202NONEPCPROGRAM SUPPORT$500
PRATER CREEK FOOD PANTRY INC
30 STRATTON BRANCH RDSTANVILLEKY41659NONEPCPROGRAM SUPPORT$1,500
RIPLEY FIRST PRESBYTERIAN CHURCH
PO BOX 95RIPLEYOH45167NONEPCPROGRAM SUPPORT$1,000
SOUL FOOD HOLIDAY FOOD PANTRY
5204 KY ROUTE 321PRESTONSBURGKY41653NONEPCPROGRAM SUPPORT$750
UPSHUR COOPERATIVE PARISH INC
68 COLLEGE AVENUEBUCKHANNONWV26201NONEPCPROGRAM SUPPORT$1,000
WATER INTO WINE FOOD PANTRY
5083 MIDDLE FORK BSALYERSVILLEKY41465NONEPCPROGRAM SUPPORT$750
WEST FORK BAPTIST
10127 WEST FORK RDGEORGETOWNOH45121NONEPCPROGRAM SUPPORT$750
WILLIAMSBURG COMMUNITY MISSION
330 GAY STWILLIAMSBURGOH45176NONEPCPROGRAM SUPPORT$900
UNITED WAY OF ROANOKE VALLEY INC
325 CAMPBELL AVE SWROANOKEVA24016NONEPCPROGRAM SUPPORT$1,000
GREAT OAKS EDUCATION FOUNDATION
110 GREAT OAKS DRCINCINNATIOH45241NONEPCPROGRAM SUPPORT$750
MEIGS UNITED METHODIST
COOPERATIVE PARRISHPO BOX 171POMEROYOH45769NONEPCPROGRAM SUPPORT$1,250
SOCIETY OF ST VINCENT DE PAUL
COUNCIL OF NOTHERN KENTUCKY2655 CREST SPRINGS PIKECOVINGTONKY41017NONEPCPROGRAM SUPPORT$1,500
FARMERS AND HUNTERS
FEEDING THE HUNGRY INC448 MAIN STCOSHOCTONOH43812NONEPCPROGRAM SUPPORT$1,000
LIMESTONE MINISTRIES INC
1679 FOREST AVENUEMARYSVILLEKY41056NONEPCPROGRAM SUPPORT$750
ECONOMIC & COMMUNITY DEVELOPMENT
C/O MS INNA KINNEY1655 OLD LEONARD AVENUECOLUMBUSOH43219NONEPCPROGRAM SUPPORT$1,000
UNITED WAY ALLIANCE OF ATHENS COUNTY
935 MARKET STPARKERSBURGWV26101NONEPCPROGRAM SUPPORT$1,000
THE MEMORIAL CHURCH OF THE GOOD SHEPHERD
903 CHALRES STPARKERSBURGWV26101NONEPCPROGRAM SUPPORT$2,000
CATHEDRAL SOUP KITCHEN INC
1514 FEDERAL STCAMDENNJ08105NONEPCPROGRAM SUPPORT$1,000
ADAM'S HOUSE MINISTRIES
304 EAST STMIDDLEBOURNEWV26149NONEPCPROGRAM SUPPORT$750
ANACOSTIA WATERSHED SOCIETY
ATTN MS EMILY CONRAD4302 BALTIMORE AVEBLADENSBURGMD20710NONEPCPROGRAM SUPPORT$1,000
CATHOLIC CHARITIES WEST VIRGINIA
ATTN MS LATRISHA WHITELATCH21 ROSARY RDNEW MARTINSVILLEWV26155NONEPCPROGRAM SUPPORT$2,000
THE CHILDREN'S LISTENING PLACE
ATTN MS JULIE NUTTER ASSISTANT DIR200 STAR AVE SUITE 212PARKERSBURGWV26101NONEPCPROGRAM SUPPORT$1,000
CLINTON MASSIE FOOD PANTRY
2556 LEBANON RDCLARKSVILLEOH45113NONEPCPROGRAM SUPPORT$2,696
DRESS FOR SUCCESS RIVER CITIES
ATTN MS JESSICA HUDSON541 9TH STHUNTINGTONWV25701NONEPCPROGRAM SUPPORT$2,000
ELY CHAPMAN EDUCATION FOUNDATION
ATTN MR GARY L WILLIAMS403 SCAMMEL STREETMARIETTAOH45750NONEPCPROGRAM SUPPORT$2,500
FAMILY REFUGE CENTER INC
ATTN MS COURTNEY MCCOYPO BOX 249LEWISBURGWV24901NONEPCPROGRAM SUPPORT$1,000
FOUNDATION FOR APPALACHIAN OHIO COMMUNIT
35 PUBLIC SQNELSONVILLEOH45764NONEPCPROGRAM SUPPORT$5,000
GREAT PARKS FOREVER FREE AND REDUCED COS
ATTN MR MADISON SMITH10245 WINTON ROADCINCINNATIOH45231NONEPCPROGRAM SUPPORT$2,000
HOUSE OF HOPE OF WASHINGTON CNTY
ATTN MR MICHAEL DENNIS750 COUNTY HOUSE LANEMARIETTAOH45750NONEPCPROGRAM SUPPORT$1,000
THE IBELIEVE FOUNDATION
ATTN MS STEFANI MURRAY ASSOCIATEPO BOX 10458COLUMBUSOH43201NONEPCPROGRAM SUPPORT$3,500
KENTUCKY NATURAL LANDS TRUST INC
ATTN MS NICOLE BREYETTE433 CHESTNUT STREETBEREAKY40403NONEPCPROGRAM SUPPORT$2,500
LEAD TRAINING WARREN COUNTY HIGH SCHOOL
ATTN MS RILEY O'GRADY5325 DEERFILED BLVDMASONOH45040NONEPCPROGRAM SUPPORT$2,500
MISSION LEXINGTON INC
ATTN MRS ABBY PLISZKA230 S MARTIN LUTHER KING BLVDLEXINGTONKY40508NONEPCPROGRAM SUPPORT$2,000
MOMENTS OF HOPE OUTREACH INC
ATTN MR BOB HUMMER13400 AHNOVER COURTHOUSE RDHANOVERVA23069NONEPCPROGRAM SUPPORT$2,000
RENO VOLUNTEER FIRE DEPARTMENT
ATTN MR RANDY LISK ASSISTANTPO BOX 346RENOOH45773NONEPCPROGRAM SUPPORT$2,000
SARA M HOLBROOK COMMUNITY CENTER
ATTN MS CHRISTINE LLOYD-NEWBERRYPO BOX 3039BURLINGTONVT05408NONEPCPROGRAM SUPPORT$2,000
SERVICE CORPS RETIRED EXECS ASSC
ATTN MR MADHU DEWAN175 S MAIN ST SUITE 204AKRONOH44308NONEPCPROGRAM SUPPORT$2,000
SHALOM FARMS
ATTN MS SARA DARLAND1010 WEST LABURNUM AVENUERICHMONDVA23227NONEPCPROGRAM SUPPORT$2,000
SOME INC BUILDING FINANCIAL STABILITY
ATTN MS ELYSIA DUNCAN71 O ST NWWASHINGTONDC20001NONEPCPROGRAM SUPPORT$10,000
SOUL FOOD FOOD BACKPACK PROGRAM
ATTN MR BRIAN CONN CEO5204 KY ROUTE 321PRESTONSBURGKY41653NONEPCPROGRAM SUPPORT$2,500
WEST VIRGINIA FUTBOL CLUB INC
ATTN MR ROBERT PRICE TREASURER27 BRITTANY WOODSCHARLESTONWV25314NONEPCPROGRAM SUPPORT$1,000
WOODLEY HOUSE INC
ATTN MS SUE BREITKOPF3000 CONNECTICUT AVE NW SUITE 108WASHINGTONDC20008NONEPCPROGRAM SUPPORT$5,000
CELEBRATION CHURCH
610 19TH STREET WESTHUNTINGTONWV25704NONEPCPROGRAM SUPPORT$2,000
MORGAN STATE UNIVERSITY-MC
FOR MIKAILIA CLARIDY1700 E COLD SPRING LNBALTIMOREMD21251NONEISCHOLARSHIP$1,000
MARIETTA COLLEGE-JP
FOR JADE POLING215 FIFTH STMARIETTAOH45750NONEISCHOLARSHIP$3,000
UNIVERSITY OF CINCINNATI-LB
FOR LIBERTY BESTPO BOX 932605CLEVELANDOH44193NONEISCHOLARSHIP$1,000
OHIO UNIVERSITY-CB
FOR CASEY BROOKERPO BOX 960ATHENSOH45701NONEISCHOLARSHIP$1,000
WEST VIRGINIA UNIVERSITY-KC
FOR KAITLYN CAINPO BOX 6004MORGANTOWNWV26506NONEISCHOLARSHIP$1,000
BELMONT UNIVERSITY-LP
FOR LIVIA PHILLIPS1900 BELMONT BLVDNASHVILLETN37212NONEISCHOLARSHIP$1,000
MIAMI UNIVERSITY-CH
FOR CHARLIZE HADIX301 S CAMPUS AVEOXFORDOH45056NONEISCHOLARSHIP$1,000
MARIETTA COLLEGE-BH
FOR BREANNA HERRICK215 FIFTH STMARIETTAOH45750NONEISCHOLARSHIP$3,000
OHIO UNIVERSITY-DC
FOR DENVER CAUDILLPO BOX 960ATHENSOH45701NONEISCHOLARSHIP$1,000
WVU PARKERSBURG-HB
FOR HAYLEE BROWN300 CAMPUS DRPARKERSBURGWV26104NONEISCHOLARSHIP$3,000
UNIVERSITY OF RIO GRANDE-ED
FOR EMMA DAVISPO BOX 500 F-26RIO GRANDEOH45674NONEISCHOLARSHIP$1,000
UNIVERSITY OF CINCINNATI-HB
FOR HARLIE BIGHAMPO BOX 932605CLEVELANDOH44193NONEISCHOLARSHIP$1,000
OHIO UNIVERSITY-JG
FOR JULIA GANTZERPO BOX 960ATHENSOH45701NONEISCHOLARSHIP$1,000
UNIVERSITY OF MOUNT UNION-KS
FOR KENZLIE STAFFORD1972 CLARK AVEALLIANCEOH44601NONEISCHOLARSHIP$1,000
FAIRMONT STATE UNIVERSITY-BM
FOR BRYAN MOORE1201 LOCUST AVEFAIRMONTWV26554NONEISCHOLARSHIP$1,000
MARSHALL UNIVERSITY-JG
FOR JACE GARL1 JOHN MARSHALL DR 101 OLD MAIN BLHUNTINGTONWV25755NONEISCHOLARSHIP$1,000
MARIETTA COLLEGE-AV
FOR AUSTIN VANNOY215 FIFTH STMARIETTAOH45750NONEISCHOLARSHIP$3,000
OHIO UNIVERSITY-LE
FOR LAKYN ELLENWOODPO BOX 960ATHENSOH45701NONEISCHOLARSHIP$1,000
OHIO UNIVERSITY-KS
FOR KYLAN STONEPO BOX 960ATHENSOH45701NONEISCHOLARSHIP$1,000
OHIO UNIVERSITY-KM
FOR KALEIGH MELVINPO BOX 960ATHENSOH45701NONEISCHOLARSHIP$1,000
SHAWNEE STATE UNIVERSITY-AP
FOR ALYSA PINKERTON940 SECOND STPORTSMOUTHOH45662NONEISCHOLARSHIP$1,000
UNIVERSITY OF CINCINNATI-AN
FOR ANDREW NEWLANDPO BOX 932605CLEVELANDOH44193NONEISCHOLARSHIP$1,000
WVU PARKERSBURG-TF
FOR TOBIN FRANCISCO300 CAMPUS DRPARKERSBURGWV26104NONEISCHOLARSHIP$3,000
EASTERN KENTUCKY UNIVERSITY-MT
FOR MACY THACKER521 LANCASTER AVE WHITLOCK BLDG CPRICHMONDKY40475NONEISCHOLARSHIP$1,000
NORTHERN KENTUCKY UNIVERSITY-IB
FOR ISABELLE BARBER5320 CAMPUS DRIVE AC 235HIGHLAND HEIGHTSKY41099NONEISCHOLARSHIP$1,000
MARIETTA COLLEGE-MW
FOR MADISON WILSON215 FIFTH STMARIETTAOH45750NONEISCHOLARSHIP$3,000
MARSHALL UNIVERSITY-AS
FOR AUDREY SPROUT1 JOHN MARSHALL DR 101 OLD MAIN BLHUNTINGTONWV25755NONEISCHOLARSHIP$1,000
BOWLING GREEN STATE UNIVERSITY-RM
FOR RACHEL MEADOWS1001 E WOOSTER STBOWLING GREENOH43403NONEISCHOLARSHIP$1,000
OHIO NORTHERN UNIVERSITY-MS
FOR MACKENZIE SUPRANO525 S MAIN STADAOH45810NONEISCHOLARSHIP$1,000
BRIDGE VALLEY COMMUNITY & TECH COLL-NH
FOR NATHAN HARLESS619 2ND AVENUEMONTGOMERYWV25136NONEISCHOLARSHIP$1,000
CASA FOR CHILDREN OF THE DC
ATTN MRS ARIKA ADAMSPO BOX 15063WASHINGTONDC20003NONEPCPROGRAM SUPPORT$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$712,418TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$30,146ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$89,831ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion-$59,685ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$59,685TotalIncomeProducingActyAmt
FieldValueIRS element (for citing)
Rln Of Acty To Accom Of Exmpt PrpsRlnOfActyToAccomOfExmptPrpsGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtAddress Line2ContributorUSAddress/AddressLine2TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
PEOPLES BANK NA
1PEOPLES BANK NA138 PUTNAM STREETMARIETTAOH45750$871,855Yes (X)
SALLY S EVANS IRA
2SALLY S EVANS IRA410 FRONT STREET APT 1MARIETTAOH45750$5,000Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryOTHER ALLOCABLE EXPENSE-PRINCICategoryTxt
Amt$200Amt
Net Investment Income$100NetInvestmentIncomeAmt
Disbursements Charitable Prps$100DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (10 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
PRINCIPAL SHORT #4588 CL INST
VANGUARD SHORT-TERM INVT GRADE
DODGE & COX INCOME FUND CLASS$82,130$81,485
JP MORGAN CORE BOND R6 #3900
VANGUARD HIGH YIELD CORPORATE
VANGUARD INTERMEDIATE TERM TRE
BLACKROCK SYSTEMATIC MULTI-STR$43,466$42,201
JP MORGAN SHORT DURATION BD R6$141,127$141,646
VANGUARD SHORT TERM BOND INDEX$125,052$125,168
FIDELITY INTERMEDIATE TREASURY$153,227$152,003

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (19 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
VANGUARD 500 INDEX ADMIRAL FUN$214,176$280,225
T ROWE PRICE BLUE CHIP GROWTH
VANGUARD GROWTH INDEX ADM$95,058$87,918
JP MORGAN EQUITY INCOME FUND I$76,481$79,974
T ROWE PRICE VALUE FUND #107
VANGUARD MID-CAP INDEX ADMIRAL$23,516$23,993
THRIVENT SMALL CAP STOCK FUND$28,703$24,229
VANGUARD SMALL-CAP INDEX FUND$32,967$32,134
VANGUARD SMALL CAP VALUE INDEX$22,651$24,049
AMERICAN FUNDS INTERNATIONAL G
MFS INTERNATIONAL GROWTH FUND$26,206$23,753
AMERICAN FUNDS NEW WORLD R6 FU
VANGUARD INTERNATIONAL VALUE I
JP MORGAN LARGE CAP GROWTH R6$43,889$39,804
VANGUARD EQUITY INCOME ADM FUN$77,622$72,022
FIDELITY MID CAP STOCK FUND #3$24,497$23,854
GOLDMAN SACHS GQG PARTNERS INT$16,324$15,731
SCHWAB FUNDAMENTAL INTERNATION$34,151$31,824
VANGUARD DEVELOPED MARKETS IND$40,339$39,989

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
POST YEAR TRANSACTIONS POSTED TO 2023$1,115
MUTUAL FUND TIMING$4

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOTHER NON-ALLOCABLE EXPENSE -Desc
Revenue And Expenses Per Books$18,190RevenueAndExpensesPerBooksAmt
Net Investment Income$9,095NetInvestmentIncomeAmt
Disbursements Charitable Prps$9,095DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
PRIOR YEAR TRANSACTIONS$477
WASH SALES ADJUSTMENTS$915

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMNT MNGMNT FEES (NON-DEDCategoryTxt
Amt$15,530Amt
Net Investment Income$15,530NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL TAX PAYMENT - PRIOR YE$1,412$0$0
FOREIGN TAXES ON QUALIFIED FOR$201$201$0
FOREIGN TAXES ON NONQUALIFIED$7$7$0

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