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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-09T11:00:06-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 YARD STREET SUITE 200 | AddressLine1Txt |
| City | GRANDVIEW HEIGHTS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 300222364 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PEOPLES BANK FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PEOP | BusinessNameControlTxt |
| Phone | 7403746172 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 138 PUTNAM STREET | AddressLine1Txt |
| City | MARIETTA | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45750 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFF CARMICHAEL | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7403746172 | PhoneNum |
| Signature | 2023-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH B HULL | PreparerPersonNm |
| PTIN | P00135850 | PTIN |
| Phone | 6142327290 | PhoneNum |
| Preparation | 2023-11-08 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,515,243 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $876,855 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $30,146 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $30,032 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$89,831 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,195,118 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $817,170 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $30,032 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $100 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $100 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $15,530 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $15,530 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,620 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $208 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $18,190 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $9,095 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $9,095 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $35,540 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $24,933 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,195 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $712,418 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $712,418 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $747,958 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $24,933 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $721,613 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $69,212 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,099 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $72,845 | CashBOYAmt |
| Cash EOY | $173,241 | CashEOYAmt |
| Cash EOYFMV | $173,241 | CashEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Prepaid Expenses BOY | $196 | PrepaidExpensesBOYAmt |
| Corporate Stock BOY | $744,279 | CorporateStockBOYAmt |
| Corporate Stock EOY | $756,580 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $799,499 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $588,018 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $545,002 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $542,503 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,405,338 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,474,823 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,515,243 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,405,338 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,474,823 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,405,338 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,474,823 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,405,338 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,474,823 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,405,338 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $69,212 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,392 | OtherIncreasesAmt |
| Subtotal | $1,475,942 | SubtotalAmt |
| Other Decreases | $1,119 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,474,823 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (560 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| .607 BLACKROCK SYSTEMATIC MULTI-STRATEGY FUND | 2021-11-22 | 2022-01-20 | $6 | $6 | |||
| 15.228 AMERICAN FUNDS INTERNATIONAL GROWTH & IN | 2020-11-23 | 2022-01-20 | $596 | $551 | $45 | $45 | |
| 88.431 JP MORGAN EQUITY INCOME FUND I FUND #312 | 2020-11-23 | 2022-01-20 | $2,079 | $1,636 | $443 | $443 | |
| 9.28217 AMERICAN FUNDS NEW WORLD R6 FUND #2636 | 2021-09-28 | 2022-01-20 | $763 | $861 | -$98 | -$98 | |
| .10883 AMERICAN FUNDS NEW WORLD R6 FUND #2636 | 2021-09-28 | 2022-01-20 | $9 | $10 | -$1 | -$1 | |
| 29.085 PRINCIPAL SHORT TERM INCOME FUND #4588 C | 2020-08-20 | 2022-01-20 | $353 | $367 | -$14 | -$14 | |
| 4.255 VANGUARD SMALL CAP VALUE INDEX ADM | 2020-11-23 | 2022-01-20 | $313 | $247 | $66 | $66 | |
| .63203 VANGUARD INTERNATIONAL VALUE INVESTOR FU | 2021-11-22 | 2022-01-20 | $27 | $27 | |||
| 12.09197 VANGUARD INTERNATIONAL VALUE INVESTOR FU | 2021-11-22 | 2022-01-20 | $510 | $534 | -$24 | -$24 | |
| 2399.131 DODGE & COX INCOME FUND CLASS I #147 | 2021-12-20 | 2022-01-25 | $33,156 | $34,279 | -$1,123 | -$1,123 | |
| 842.274 DODGE & COX INCOME FUND CLASS I #147 | 2020-12-18 | 2022-01-25 | $11,640 | $12,395 | -$755 | -$755 | |
| 263.857 DODGE & COX INCOME FUND CLASS I #147 | 2021-12-20 | 2022-01-25 | $3,646 | $3,772 | -$126 | -$126 | |
| 996.336 DODGE & COX INCOME FUND CLASS I #147 | 2020-12-21 | 2022-01-25 | $13,769 | $14,182 | -$413 | -$413 | |
| 53.049 JP MORGAN EQUITY INCOME FUND I FUND #312 | 2021-11-23 | 2022-01-25 | $1,238 | $1,273 | -$35 | -$35 | |
| 7417.19 PRINCIPAL SHORT TERM INCOME FUND #4588 C | 2021-12-20 | 2022-01-25 | $89,971 | $92,045 | -$2,074 | -$2,074 | |
| 1099.571 PRINCIPAL SHORT TERM INCOME FUND #4588 C | 2020-12-18 | 2022-01-25 | $13,338 | $13,800 | -$462 | -$462 | |
| 1860.078 PRINCIPAL SHORT TERM INCOME FUND #4588 C | 2021-12-20 | 2022-01-25 | $22,563 | $23,141 | -$578 | -$578 | |
| 1428.165 PRINCIPAL SHORT TERM INCOME FUND #4588 C | 2020-12-21 | 2022-01-25 | $17,324 | $17,485 | -$161 | -$161 | |
| 857.167 T ROWE PRICE VALUE FUND #107 | 2021-12-14 | 2022-01-25 | $38,221 | $40,314 | -$2,093 | -$2,093 | |
| 732.812 T ROWE PRICE VALUE FUND #107 | 2021-12-14 | 2022-01-25 | $32,676 | $33,560 | -$884 | -$884 | |
| 103.536 VANGUARD HIGH YIELD CORPORATE FUND #0529 | 2021-01-26 | 2022-01-25 | $603 | $618 | -$15 | -$15 | |
| 189.63204 VANGUARD SHORT-TERM INVT GRADE CL I FUND | 2020-07-24 | 2022-01-25 | $2,021 | $2,095 | -$74 | -$74 | |
| 40.94496 VANGUARD SHORT-TERM INVT GRADE CL I FUND | 2020-02-25 | 2022-01-25 | $436 | $453 | -$17 | -$17 | |
| 103.50539 VANGUARD SHORT-TERM INVT GRADE CL I FUND | 2021-01-20 | 2022-01-25 | $1,103 | $1,141 | -$38 | -$38 | |
| 15.88861 VANGUARD SHORT-TERM INVT GRADE CL I FUND | 2020-12-21 | 2022-01-25 | $169 | $175 | -$6 | -$6 | |
| 23.276 VANGUARD GROWTH INDEX ADM | 2020-11-23 | 2022-01-25 | $3,288 | $2,063 | $1,225 | $1,225 | |
| .555 JP MORGAN EQUITY INCOME FUND I FUND #312 | 2021-01-26 | 2022-02-22 | $13 | $11 | $2 | $2 | |
| 3.612 DODGE & COX STOCK FUND CLASS I #145 | 2022-01-25 | 2022-03-21 | $901 | $882 | $19 | $19 | |
| 40.776 JP MORGAN EQUITY INCOME FUND I FUND #312 | 2021-01-26 | 2022-03-21 | $972 | $813 | $159 | $159 | |
| 1.665 VANGUARD SMALL-CAP INDEX FUND ADMIRAL SH | 2020-04-28 | 2022-03-21 | $170 | $104 | $66 | $66 | |
| 6.408 VANGUARD 500 INDEX ADMIRAL FUND #540 | 2021-01-26 | 2022-03-21 | $2,647 | $2,278 | $369 | $369 | |
| 11.134 DODGE & COX STOCK FUND CLASS I #145 | 2022-01-25 | 2022-03-23 | $2,771 | $2,718 | $53 | $53 | |
| .081 DODGE & COX STOCK FUND CLASS I #145 | 2022-01-25 | 2022-03-23 | $20 | $20 | |||
| 689.28195 FIDELITY TOTAL BOND FUND #820 | 2022-01-25 | 2022-03-23 | $7,162 | $7,479 | -$317 | -$317 | |
| 318.80405 FIDELITY TOTAL BOND FUND #820 | 2022-01-25 | 2022-03-23 | $3,312 | $3,459 | -$147 | -$147 | |
| 346.27019 FIDELITY TOTAL BOND FUND #820 | 2022-01-25 | 2022-03-23 | $3,598 | $3,757 | -$159 | -$159 | |
| 60.99781 FIDELITY TOTAL BOND FUND #820 | 2022-01-25 | 2022-03-23 | $634 | $662 | -$28 | -$28 | |
| 6.92 AMERICAN FUNDS INTERNATIONAL GROWTH & IN | 2021-06-04 | 2022-03-23 | $248 | $299 | -$51 | -$51 | |
| 59.81882 AMERICAN FUNDS INTERNATIONAL GROWTH & IN | 2021-01-26 | 2022-03-23 | $2,142 | $2,380 | -$238 | -$238 | |
| 45.92918 AMERICAN FUNDS INTERNATIONAL GROWTH & IN | 2021-01-26 | 2022-03-23 | $1,644 | $1,704 | -$60 | -$60 | |
| 84.90765 AMERICAN FUNDS INTERNATIONAL GROWTH & IN | 2021-01-26 | 2022-03-23 | $3,040 | $3,378 | -$338 | -$338 | |
| 31.13735 AMERICAN FUNDS INTERNATIONAL GROWTH & IN | 2021-01-26 | 2022-03-23 | $1,115 | $1,214 | -$99 | -$99 | |
| 225.468 JP MORGAN CORE BOND R6 #3900 | 2020-08-20 | 2022-03-23 | $2,518 | $2,834 | -$316 | -$316 | |
| 19.81663 JP MORGAN CORE BOND R6 #3900 | 2020-11-20 | 2022-03-23 | $221 | $248 | -$27 | -$27 | |
| 78.71537 JP MORGAN CORE BOND R6 #3900 | 2020-11-20 | 2022-03-23 | $879 | $985 | -$106 | -$106 | |
| 184.361 AMERICAN FUNDS NEW WORLD R6 FUND #2636 | 2022-01-25 | 2022-03-23 | $14,017 | $16,834 | -$2,817 | -$2,817 | |
| 153.262 AMERICAN FUNDS NEW WORLD R6 FUND #2636 | 2021-12-20 | 2022-03-23 | $11,653 | $13,942 | -$2,289 | -$2,289 | |
| .098 T ROWE PRICE BLUE CHIP GROWTH I CLASS #4 | 2020-03-27 | 2022-03-23 | $15 | $10 | $5 | $5 | |
| 7.169 T ROWE PRICE BLUE CHIP GROWTH I CLASS #4 | 2021-01-26 | 2022-03-23 | $1,097 | $1,212 | -$115 | -$115 | |
| 11.858 VANGUARD SMALL CAP VALUE INDEX ADM | 2021-01-26 | 2022-03-23 | $890 | $765 | $125 | $125 | |
| 5.454 VANGUARD SMALL CAP VALUE INDEX ADM | 2021-01-26 | 2022-03-23 | $409 | $352 | $57 | $57 | |
| 82.30427 VANGUARD INTERNATIONAL VALUE INVESTOR FU | 2021-06-21 | 2022-03-23 | $3,244 | $3,775 | -$531 | -$531 | |
| 31.94773 VANGUARD INTERNATIONAL VALUE INVESTOR FU | 2021-06-04 | 2022-03-23 | $1,259 | $1,419 | -$160 | -$160 | |
| 90.534 VANGUARD INTERNATIONAL VALUE INVESTOR FU | 2021-11-22 | 2022-03-23 | $3,568 | $3,868 | -$300 | -$300 | |
| 2280.582 VANGUARD HIGH YIELD CORPORATE FUND #0529 | 2021-09-16 | 2022-03-23 | $12,771 | $13,573 | -$802 | -$802 | |
| 1216.226 VANGUARD HIGH YIELD CORPORATE FUND #0529 | 2021-01-26 | 2022-03-23 | $6,811 | $7,239 | -$428 | -$428 | |
| 158.461 VANGUARD HIGH YIELD CORPORATE FUND #0529 | 2021-11-22 | 2022-03-23 | $887 | $940 | -$53 | -$53 | |
| 1134.418 VANGUARD HIGH YIELD CORPORATE FUND #0529 | 2021-01-26 | 2022-03-23 | $6,353 | $6,772 | -$419 | -$419 | |
| 770.577 VANGUARD SHORT-TERM INVT GRADE CL I FUND | 2021-06-04 | 2022-03-23 | $7,968 | $8,469 | -$501 | -$501 | |
| 2326.37128 VANGUARD SHORT-TERM INVT GRADE CL I FUND | 2021-01-26 | 2022-03-23 | $24,055 | $25,592 | -$1,537 | -$1,537 | |
| 531.26572 VANGUARD SHORT-TERM INVT GRADE CL I FUND | 2020-07-24 | 2022-03-23 | $5,493 | $5,857 | -$364 | -$364 | |
| 1314.12612 VANGUARD SHORT-TERM INVT GRADE CL I FUND | 2021-01-26 | 2022-03-23 | $13,588 | $14,482 | -$894 | -$894 | |
| 107.13688 VANGUARD SHORT-TERM INVT GRADE CL I FUND | 2021-01-26 | 2022-03-23 | $1,108 | $1,182 | -$74 | -$74 | |
| 142.481 VANGUARD INTERMEDIATE TERM TREASURY INDEX FUND ADMIRAL SHARES | 2020-07-02 | 2022-03-23 | $3,039 | $3,415 | -$376 | -$376 | |
| 23.98899 VANGUARD INTERMEDIATE TERM TREASURY INDEX FUND ADMIRAL SHARES | 2020-03-20 | 2022-03-23 | $512 | $563 | -$51 | -$51 | |
| 28.59101 VANGUARD INTERMEDIATE TERM TREASURY INDEX FUND ADMIRAL SHARES | 2020-03-20 | 2022-03-23 | $610 | $670 | -$60 | -$60 | |
| 18.31 VANGUARD GROWTH INDEX ADM | 2020-04-28 | 2022-03-23 | $2,644 | $1,633 | $1,011 | $1,011 | |
| 3.874 VANGUARD GROWTH INDEX ADM | 2021-03-22 | 2022-03-23 | $559 | $511 | $48 | $48 | |
| 3.49 VANGUARD 500 INDEX ADMIRAL FUND #540 | 2021-11-23 | 2022-03-23 | $1,435 | $1,514 | -$79 | -$79 | |
| 19.46 VANGUARD 500 INDEX ADMIRAL FUND #540 | 2021-01-26 | 2022-03-23 | $8,002 | $6,918 | $1,084 | $1,084 | |
| 2.498 VANGUARD 500 INDEX ADMIRAL FUND #540 | 2021-01-26 | 2022-03-23 | $1,027 | $888 | $139 | $139 | |
| 25.834 BLACKROCK SYSTEMATIC MULTI-STRATEGY FUND | 2021-11-22 | 2022-06-02 | $265 | $272 | -$7 | -$7 | |
| 184.698 DODGE & COX STOCK FUND CLASS I #145 | 2022-04-21 | 2022-06-02 | $43,918 | $45,082 | -$1,164 | -$1,164 | |
| 148.939 DODGE & COX STOCK FUND CLASS I #145 | 2022-03-29 | 2022-06-02 | $35,415 | $36,370 | -$955 | -$955 | |
| 44.671 DOUBLELINE LOW DURATION BOND I FUND #205 | 2022-01-25 | 2022-06-02 | $428 | $440 | -$12 | -$12 | |
| 3995.281 FIDELITY TOTAL BOND FUND #820 | 2022-01-25 | 2022-06-02 | $39,713 | $43,240 | -$3,527 | -$3,527 | |
| 1460.191 FIDELITY TOTAL BOND FUND #820 | 2022-01-25 | 2022-06-02 | $14,514 | $15,842 | -$1,328 | -$1,328 | |
| 277.463 AMERICAN FUNDS INTERNATIONAL GROWTH & IN | 2021-12-22 | 2022-06-02 | $9,617 | $11,647 | -$2,030 | -$2,030 | |
| 294.558 AMERICAN FUNDS INTERNATIONAL GROWTH & IN | 2021-05-03 | 2022-06-02 | $10,209 | $11,894 | -$1,685 | -$1,685 | |
| 67.79 AMERICAN FUNDS INTERNATIONAL GROWTH & IN | 2022-01-25 | 2022-06-02 | $2,350 | $2,704 | -$354 | -$354 | |
| 386.368 AMERICAN FUNDS INTERNATIONAL GROWTH & IN | 2021-05-20 | 2022-06-02 | $13,392 | $13,205 | $187 | $187 | |
| 81.872 JP MORGAN EQUITY INCOME FUND I FUND #312 | 2021-05-20 | 2022-06-02 | $1,900 | $1,865 | $35 | $35 | |
| 5.362 MFS INTERNATIONAL GROWTH FUND R6 #4805 | 2021-05-20 | 2022-06-02 | $205 | $243 | -$38 | -$38 | |
| 119.826 T ROWE PRICE BLUE CHIP GROWTH I CLASS #4 | 2022-04-21 | 2022-06-02 | $15,704 | $20,872 | -$5,168 | -$5,168 | |
| 54.16 T ROWE PRICE BLUE CHIP GROWTH I CLASS #4 | 2021-05-03 | 2022-06-02 | $7,098 | $9,264 | -$2,166 | -$2,166 | |
| 28.297 T ROWE PRICE BLUE CHIP GROWTH I CLASS #4 | 2022-01-25 | 2022-06-02 | $3,709 | $4,695 | -$986 | -$986 | |
| 106.21 T ROWE PRICE BLUE CHIP GROWTH I CLASS #4 | 2021-05-20 | 2022-06-02 | $13,920 | $9,803 | $4,117 | $4,117 | |
| 1.973 THRIVENT SMALL CAP STOCK FUND S #94 | 2021-05-20 | 2022-06-02 | $60 | $67 | -$7 | -$7 | |
| 2.22977 VANGUARD SMALL CAP VALUE INDEX ADM | 2021-05-20 | 2022-06-02 | $163 | $165 | -$2 | -$2 | |
| 1.75423 VANGUARD SMALL CAP VALUE INDEX ADM | 2021-05-20 | 2022-06-02 | $128 | $130 | -$2 | -$2 | |
| 45.089 VANGUARD INTERNATIONAL VALUE INVESTOR FU | 2021-12-21 | 2022-06-02 | $1,739 | $1,954 | -$215 | -$215 | |
| 345.582 VANGUARD INTERNATIONAL VALUE INVESTOR FU | 2021-05-03 | 2022-06-02 | $13,326 | $14,834 | -$1,508 | -$1,508 | |
| 3.962 VANGUARD INTERNATIONAL VALUE INVESTOR FU | 2021-11-22 | 2022-06-02 | $153 | $167 | -$14 | -$14 | |
| 305.915 VANGUARD INTERNATIONAL VALUE INVESTOR FU | 2021-05-20 | 2022-06-02 | $11,796 | $13,019 | -$1,223 | -$1,223 | |
| 638.637 VANGUARD SHORT-TERM INVT GRADE CL I FUND | 2021-05-03 | 2022-06-02 | $6,514 | $7,007 | -$493 | -$493 | |
| 493.064 VANGUARD SHORT-TERM INVT GRADE CL I FUND | 2021-05-20 | 2022-06-02 | $5,029 | $5,426 | -$397 | -$397 | |
| 24.141 VANGUARD GROWTH INDEX ADM | 2021-05-03 | 2022-06-02 | $3,100 | $3,397 | -$297 | -$297 | |
| 36.152 VANGUARD GROWTH INDEX ADM | 2021-05-20 | 2022-06-02 | $4,642 | $4,542 | $100 | $100 | |
| 27.49 VANGUARD SMALL-CAP INDEX FUND ADMIRAL SH | 2021-05-03 | 2022-06-02 | $2,611 | $2,939 | -$328 | -$328 | |
| 36.849 VANGUARD SMALL-CAP INDEX FUND ADMIRAL SH | 2021-05-20 | 2022-06-02 | $3,500 | $2,887 | $613 | $613 | |
| 90.72024 BLACKROCK SYSTEMATIC MULTI-STRATEGY FUND | 2021-11-22 | 2022-06-21 | $915 | $952 | -$37 | -$37 | |
| .97476 BLACKROCK SYSTEMATIC MULTI-STRATEGY FUND | 2021-06-28 | 2022-06-21 | $10 | $10 | |||
| 164.04203 DOUBLELINE LOW DURATION BOND I FUND #205 | 2022-01-25 | 2022-06-21 | $1,557 | $1,617 | -$60 | -$60 | |
| 44.86897 DOUBLELINE LOW DURATION BOND I FUND #205 | 2022-01-25 | 2022-06-21 | $426 | $442 | -$16 | -$16 | |
| 176.863 JP MORGAN CORE BOND R6 #3900 | 2020-12-21 | 2022-06-21 | $1,852 | $2,202 | -$350 | -$350 | |
| 88.528 VANGUARD SHORT TERM INFLATION PROT ADMI | 2022-03-23 | 2022-06-21 | $2,229 | $2,300 | -$71 | -$71 | |
| 164.18952 VANGUARD SHORT-TERM INVT GRADE CL I FUND | 2021-05-20 | 2022-06-21 | $1,647 | $1,803 | -$156 | -$156 | |
| 34.08148 VANGUARD SHORT-TERM INVT GRADE CL I FUND | 2021-05-20 | 2022-06-21 | $342 | $374 | -$32 | -$32 | |
| 140.099 VANGUARD INTERMEDIATE TERM TREASURY INDEX FUND ADMIRAL SHARES | 2020-03-20 | 2022-06-21 | $2,838 | $3,285 | -$447 | -$447 | |
| 11.14176 JP MORGAN LARGE CAP GROWTH R6 | 2022-06-02 | 2022-07-20 | $557 | $582 | -$25 | -$25 | |
| 6.35824 JP MORGAN LARGE CAP GROWTH R6 | 2022-06-02 | 2022-07-20 | $318 | $332 | -$14 | -$14 | |
| 68.788 JP MORGAN EQUITY INCOME FUND I FUND #312 | 2021-06-21 | 2022-07-20 | $1,511 | $1,558 | -$47 | -$47 | |
| 12.984 THRIVENT SMALL CAP STOCK FUND S #94 | 2021-06-22 | 2022-07-20 | $373 | $443 | -$70 | -$70 | |
| 1.86965 VANGUARD EQUITY INCOME ADM FUND #565 | 2022-06-02 | 2022-07-20 | $160 | $173 | -$13 | -$13 | |
| 10.44135 VANGUARD EQUITY INCOME ADM FUND #565 | 2022-06-02 | 2022-07-20 | $893 | $968 | -$75 | -$75 | |
| 1.47918 VANGUARD MID-CAP INDEX ADMIRAL SHARES # | 2021-05-20 | 2022-07-20 | $380 | $416 | -$36 | -$36 | |
| 1.26782 VANGUARD MID-CAP INDEX ADMIRAL SHARES # | 2021-05-20 | 2022-07-20 | $325 | $361 | -$36 | -$36 | |
| 20.464 VANGUARD GROWTH INDEX ADM | 2021-06-28 | 2022-07-20 | $2,532 | $3,016 | -$484 | -$484 | |
| 8.084 VANGUARD SMALL-CAP INDEX FUND ADMIRAL SH | 2020-04-28 | 2022-07-20 | $727 | $506 | $221 | $221 | |
| 13.4188 VANGUARD 500 INDEX ADMIRAL FUND #540 | 2021-05-20 | 2022-07-20 | $4,907 | $5,161 | -$254 | -$254 | |
| 2.4542 VANGUARD 500 INDEX ADMIRAL FUND #540 | 2021-05-20 | 2022-07-20 | $898 | $944 | -$46 | -$46 | |
| 18.806 JP MORGAN LARGE CAP GROWTH R6 | 2022-06-02 | 2022-08-22 | $996 | $982 | $14 | $14 | |
| 56.878 JP MORGAN EQUITY INCOME FUND I FUND #312 | 2021-04-20 | 2022-08-22 | $1,309 | $1,239 | $70 | $70 | |
| 34.818 THRIVENT SMALL CAP STOCK FUND S #94 | 2021-07-20 | 2022-08-22 | $1,055 | $1,141 | -$86 | -$86 | |
| 11.778 VANGUARD EQUITY INCOME ADM FUND #565 | 2022-06-02 | 2022-08-22 | $1,055 | $1,091 | -$36 | -$36 | |
| 12.14 VANGUARD SMALL CAP VALUE INDEX ADM | 2021-07-20 | 2022-08-22 | $864 | $872 | -$8 | -$8 | |
| 2.443 VANGUARD MID-CAP INDEX ADMIRAL SHARES # | 2021-05-20 | 2022-08-22 | $657 | $628 | $29 | $29 | |
| 18.504 VANGUARD GROWTH INDEX ADM | 2021-06-28 | 2022-08-22 | $2,399 | $2,727 | -$328 | -$328 | |
| 10.101 VANGUARD SMALL-CAP INDEX FUND ADMIRAL SH | 2021-07-20 | 2022-08-22 | $951 | $1,051 | -$100 | -$100 | |
| 14.379 VANGUARD 500 INDEX ADMIRAL FUND #540 | 2021-05-20 | 2022-08-22 | $5,504 | $5,421 | $83 | $83 | |
| 3.02 FIDELITY INTERNATIONAL INDEX FUND #2363 | 2022-06-02 | 2022-09-20 | $115 | $133 | -$18 | -$18 | |
| 46.592 JP MORGAN CORE BOND R6 #3900 | 2020-12-21 | 2022-09-20 | $479 | $573 | -$94 | -$94 | |
| 39.249 JP MORGAN EQUITY INCOME FUND I FUND #312 | 2021-03-29 | 2022-09-20 | $859 | $849 | $10 | $10 | |
| 17.157 MFS INTERNATIONAL GROWTH FUND R6 #4805 | 2021-05-20 | 2022-09-20 | $587 | $772 | -$185 | -$185 | |
| 7.755 VANGUARD EQUITY INCOME ADM FUND #565 | 2022-06-02 | 2022-09-20 | $656 | $719 | -$63 | -$63 | |
| 996.218 VANGUARD SHORT TERM INFLATION PROT ADMI | 2022-08-22 | 2022-09-20 | $24,457 | $25,817 | -$1,360 | -$1,360 | |
| 1697.365 BLACKROCK SYSTEMATIC MULTI-STRATEGY FUND | 2022-08-25 | 2022-09-26 | $16,481 | $17,438 | -$957 | -$957 | |
| 1944.583 BLACKROCK SYSTEMATIC MULTI-STRATEGY FUND | 2021-09-16 | 2022-09-26 | $18,882 | $20,408 | -$1,526 | -$1,526 | |
| 7251.879 DOUBLELINE LOW DURATION BOND I FUND #205 | 2022-08-25 | 2022-09-26 | $68,313 | $70,790 | -$2,477 | -$2,477 | |
| 1523.699 JP MORGAN CORE BOND R6 #3900 | 2022-08-25 | 2022-09-26 | $15,389 | $16,454 | -$1,065 | -$1,065 | |
| 5891.493 JP MORGAN CORE BOND R6 #3900 | 2021-09-16 | 2022-09-26 | $59,504 | $71,083 | -$11,579 | -$11,579 | |
| 3301.451 VANGUARD SHORT TERM INFLATION PROT ADMI | 2022-08-25 | 2022-09-26 | $79,796 | $85,134 | -$5,338 | -$5,338 | |
| 690.595 VANGUARD SHORT-TERM INVT GRADE CL I FUND | 2022-08-25 | 2022-09-26 | $6,789 | $7,115 | -$326 | -$326 | |
| 7063.873 VANGUARD SHORT-TERM INVT GRADE CL I FUND | 2021-09-16 | 2022-09-26 | $69,438 | $77,355 | -$7,917 | -$7,917 | |
| 4157.543 VANGUARD INTERMEDIATE TERM TREASURY INDEX FUND ADMIRAL SHARES | 2022-08-25 | 2022-09-26 | $81,322 | $87,979 | -$6,657 | -$6,657 | |
| 1468.164 VANGUARD INTERMEDIATE TERM TREASURY INDEX FUND ADMIRAL SHARES | 2021-09-16 | 2022-09-26 | $28,717 | $33,851 | -$5,134 | -$5,134 | |
| 5266.619 COLUMBIA INTERMEDIATE DURATION MUNICIPAL | 2022-09-26 | 2022-10-03 | $48,664 | $48,822 | -$158 | -$158 | |
| 251.261 FIDELITY INTERNATIONAL INDEX FUND #2363 | 2022-06-02 | 2022-10-03 | $9,174 | $11,088 | -$1,914 | -$1,914 | |
| 4478.529 FIDELITY INTERMEDIATE MUNI INCOME FUND | 2022-09-26 | 2022-10-03 | $43,263 | $43,397 | -$134 | -$134 | |
| 182.786 JP MORGAN LARGE CAP GROWTH R6 | 2022-08-25 | 2022-10-03 | $8,754 | $9,575 | -$821 | -$821 | |
| 908.693 JP MORGAN EQUITY INCOME FUND I FUND #312 | 2021-09-16 | 2022-10-03 | $19,083 | $20,663 | -$1,580 | -$1,580 | |
| 172.967 MFS INTERNATIONAL GROWTH FUND R6 #4805 | 2021-09-16 | 2022-10-03 | $5,696 | $7,903 | -$2,207 | -$2,207 | |
| 879.233 SCHWAB FUNDAMENTAL INTERNATIONAL LARGE C | 2022-06-02 | 2022-10-03 | $7,104 | $8,722 | -$1,618 | -$1,618 | |
| 7647.489 T ROWE PRICE TAX FREE SHORT INTERM I FUN | 2022-09-26 | 2022-10-03 | $40,685 | $40,685 | |||
| 272.938 THRIVENT SMALL CAP STOCK FUND S #94 | 2021-09-16 | 2022-10-03 | $7,356 | $9,194 | -$1,838 | -$1,838 | |
| 214.756 VANGUARD EQUITY INCOME ADM FUND #565 | 2022-06-02 | 2022-10-03 | $17,507 | $19,901 | -$2,394 | -$2,394 | |
| 84.616 VANGUARD SMALL CAP VALUE INDEX ADM | 2021-09-16 | 2022-10-03 | $5,362 | $6,223 | -$861 | -$861 | |
| 2279.251 VANGUARD ULTRA SHORT-TERM TAX EXEMPT ADM | 2022-09-26 | 2022-10-03 | $35,237 | $35,260 | -$23 | -$23 | |
| 3749.736 VANGUARD INTERMEDIATE TAX EXEMPT ADMIRAL | 2022-09-26 | 2022-10-03 | $48,709 | $48,822 | -$113 | -$113 | |
| 5151.584 VANGUARD LIMITED TERM TAX-EXEMPT ADM CL | 2022-09-26 | 2022-10-03 | $54,143 | $54,246 | -$103 | -$103 | |
| 29.712 VANGUARD MID-CAP INDEX ADMIRAL SHARES # | 2021-09-16 | 2022-10-03 | $7,123 | $8,694 | -$1,571 | -$1,571 | |
| 166.831 VANGUARD GROWTH INDEX ADM | 2021-09-16 | 2022-10-03 | $18,802 | $24,648 | -$5,846 | -$5,846 | |
| 109.306 VANGUARD SMALL-CAP INDEX FUND ADMIRAL SH | 2021-09-16 | 2022-10-03 | $9,205 | $11,717 | -$2,512 | -$2,512 | |
| 174.457 VANGUARD 500 INDEX ADMIRAL FUND #540 | 2021-09-16 | 2022-10-03 | $59,211 | $69,276 | -$10,065 | -$10,065 | |
| 89.49 BLACKROCK SYSTEMATIC MULTI-STRATEGY FUND | 2022-10-03 | 2022-10-06 | $875 | $878 | -$3 | -$3 | |
| 304.537 DOUBLELINE LOW DURATION BOND I FUND #205 | 2022-10-03 | 2022-10-06 | $2,854 | $2,854 | |||
| 13.87713 FIDELITY INTERNATIONAL INDEX FUND #2363 | 2022-06-02 | 2022-10-06 | $513 | $612 | -$99 | -$99 | |
| 42.28087 FIDELITY INTERNATIONAL INDEX FUND #2363 | 2022-06-02 | 2022-10-06 | $1,562 | $1,866 | -$304 | -$304 | |
| 13.20976 JP MORGAN LARGE CAP GROWTH R6 | 2022-06-02 | 2022-10-06 | $645 | $690 | -$45 | -$45 | |
| 29.29324 JP MORGAN LARGE CAP GROWTH R6 | 2022-06-02 | 2022-10-06 | $1,430 | $1,530 | -$100 | -$100 | |
| 162.508 JP MORGAN CORE BOND R6 #3900 | 2022-10-03 | 2022-10-06 | $1,636 | $1,648 | -$12 | -$12 | |
| 91.88664 JP MORGAN EQUITY INCOME FUND I FUND #312 | 2021-06-21 | 2022-10-06 | $1,957 | $2,073 | -$116 | -$116 | |
| 137.50036 JP MORGAN EQUITY INCOME FUND I FUND #312 | 2021-06-21 | 2022-10-06 | $2,929 | $2,984 | -$55 | -$55 | |
| 15.5626 MFS INTERNATIONAL GROWTH FUND R6 #4805 | 2021-05-03 | 2022-10-06 | $522 | $695 | -$173 | -$173 | |
| 19.6534 MFS INTERNATIONAL GROWTH FUND R6 #4805 | 2021-05-03 | 2022-10-06 | $660 | $870 | -$210 | -$210 | |
| 54.59881 SCHWAB FUNDAMENTAL INTERNATIONAL LARGE C | 2022-06-02 | 2022-10-06 | $445 | $542 | -$97 | -$97 | |
| 153.76819 SCHWAB FUNDAMENTAL INTERNATIONAL LARGE C | 2022-06-02 | 2022-10-06 | $1,253 | $1,525 | -$272 | -$272 | |
| 7.82673 THRIVENT SMALL CAP STOCK FUND S #94 | 2021-03-29 | 2022-10-06 | $216 | $254 | -$38 | -$38 | |
| 57.19627 THRIVENT SMALL CAP STOCK FUND S #94 | 2021-03-29 | 2022-10-06 | $1,582 | $1,856 | -$274 | -$274 | |
| 19.97991 VANGUARD EQUITY INCOME ADM FUND #565 | 2022-06-02 | 2022-10-06 | $1,652 | $1,852 | -$200 | -$200 | |
| 34.45609 VANGUARD EQUITY INCOME ADM FUND #565 | 2022-06-02 | 2022-10-06 | $2,848 | $3,193 | -$345 | -$345 | |
| 14.944 VANGUARD SMALL CAP VALUE INDEX ADM | 2021-01-26 | 2022-10-06 | $971 | $938 | $33 | $33 | |
| 7.864 VANGUARD SMALL CAP VALUE INDEX ADM | 2021-04-01 | 2022-10-06 | $511 | $566 | -$55 | -$55 | |
| 202.152 VANGUARD SHORT-TERM INVT GRADE CL I FUND | 2022-10-03 | 2022-10-06 | $1,993 | $1,997 | -$4 | -$4 | |
| 147.822 VANGUARD INTERMEDIATE TERM TREASURY INDEX FUND ADMIRAL SHARES | 2022-10-03 | 2022-10-06 | $2,905 | $2,927 | -$22 | -$22 | |
| .81105 VANGUARD MID-CAP INDEX ADMIRAL SHARES # | 2021-05-03 | 2022-10-06 | $198 | $233 | -$35 | -$35 | |
| 6.99395 VANGUARD MID-CAP INDEX ADMIRAL SHARES # | 2021-05-03 | 2022-10-06 | $1,711 | $1,948 | -$237 | -$237 | |
| 42.216 VANGUARD GROWTH INDEX ADM | 2021-06-04 | 2022-10-06 | $4,877 | $5,908 | -$1,031 | -$1,031 | |
| 4.56806 VANGUARD SMALL-CAP INDEX FUND ADMIRAL SH | 2021-06-21 | 2022-10-06 | $395 | $489 | -$94 | -$94 | |
| 23.95394 VANGUARD SMALL-CAP INDEX FUND ADMIRAL SH | 2021-06-21 | 2022-10-06 | $2,073 | $2,530 | -$457 | -$457 | |
| 4.11507 VANGUARD 500 INDEX ADMIRAL FUND #540 | 2021-06-21 | 2022-10-06 | $1,422 | $1,610 | -$188 | -$188 | |
| 40.39793 VANGUARD 500 INDEX ADMIRAL FUND #540 | 2021-06-21 | 2022-10-06 | $13,963 | $15,672 | -$1,709 | -$1,709 | |
| 55.594 BLACKROCK SYSTEMATIC MULTI-STRATEGY FUND | 2021-06-28 | 2022-10-20 | $541 | $583 | -$42 | -$42 | |
| 96.374 DOUBLELINE LOW DURATION BOND I FUND #205 | 2022-01-25 | 2022-10-20 | $898 | $950 | -$52 | -$52 | |
| 50.81 VANGUARD SHORT-TERM INVT GRADE CL I FUND | 2021-05-20 | 2022-10-20 | $494 | $559 | -$65 | -$65 | |
| 21.644 VANGUARD INTERMEDIATE TERM TREASURY INDEX FUND ADMIRAL SHARES | 2020-03-20 | 2022-10-20 | $418 | $517 | -$99 | -$99 | |
| 222.259 BLACKROCK SYSTEMATIC MULTI-STRATEGY FUND | 2022-10-03 | 2022-11-18 | $2,211 | $2,180 | $31 | $31 | |
| 525.583 DOUBLELINE LOW DURATION BOND I FUND #205 | 2022-10-03 | 2022-11-18 | $4,914 | $4,925 | -$11 | -$11 | |
| 87.863 FIDELITY INTERNATIONAL INDEX FUND #2363 | 2022-06-02 | 2022-11-18 | $3,654 | $3,877 | -$223 | -$223 | |
| 20.04448 JP MORGAN LARGE CAP GROWTH R6 | 2022-08-25 | 2022-11-18 | $1,010 | $1,071 | -$61 | -$61 | |
| 12.44452 JP MORGAN LARGE CAP GROWTH R6 | 2022-08-25 | 2022-11-18 | $627 | $650 | -$23 | -$23 | |
| 347.212 JP MORGAN CORE BOND R6 #3900 | 2022-10-03 | 2022-11-18 | $3,500 | $3,521 | -$21 | -$21 | |
| 272.22 JP MORGAN EQUITY INCOME FUND I FUND #312 | 2021-09-16 | 2022-11-18 | $6,340 | $6,165 | $175 | $175 | |
| 47.3379 MFS INTERNATIONAL GROWTH FUND R6 #4805 | 2021-10-18 | 2022-11-18 | $1,764 | $2,162 | -$398 | -$398 | |
| 6.5471 MFS INTERNATIONAL GROWTH FUND R6 #4805 | 2021-09-16 | 2022-11-18 | $244 | $299 | -$55 | -$55 | |
| 313.796 SCHWAB FUNDAMENTAL INTERNATIONAL LARGE C | 2022-06-02 | 2022-11-18 | $2,878 | $3,113 | -$235 | -$235 | |
| 29.05154 THRIVENT SMALL CAP STOCK FUND S #94 | 2021-06-22 | 2022-11-18 | $863 | $993 | -$130 | -$130 | |
| 42.37046 THRIVENT SMALL CAP STOCK FUND S #94 | 2021-06-04 | 2022-11-18 | $1,258 | $1,447 | -$189 | -$189 | |
| 42.44054 VANGUARD EQUITY INCOME ADM FUND #565 | 2022-06-02 | 2022-11-18 | $3,867 | $3,933 | -$66 | -$66 | |
| 24.67846 VANGUARD EQUITY INCOME ADM FUND #565 | 2022-06-02 | 2022-11-18 | $2,248 | $2,287 | -$39 | -$39 | |
| 24.766 VANGUARD SMALL CAP VALUE INDEX ADM | 2021-05-03 | 2022-11-18 | $1,756 | $1,812 | -$56 | -$56 | |
| 437.56 VANGUARD SHORT-TERM INVT GRADE CL I FUND | 2022-10-03 | 2022-11-18 | $4,332 | $4,323 | $9 | $9 | |
| 353.994 VANGUARD INTERMEDIATE TERM TREASURY INDEX FUND ADMIRAL SHARES | 2022-10-03 | 2022-11-18 | $6,991 | $7,009 | -$18 | -$18 | |
| 6.829 VANGUARD MID-CAP INDEX ADMIRAL SHARES # | 2021-10-18 | 2022-11-18 | $1,776 | $2,056 | -$280 | -$280 | |
| 22.141 VANGUARD GROWTH INDEX ADM | 2021-09-16 | 2022-11-18 | $2,579 | $3,488 | -$909 | -$909 | |
| 24.102 VANGUARD SMALL-CAP INDEX FUND ADMIRAL SH | 2021-06-04 | 2022-11-18 | $2,206 | $2,524 | -$318 | -$318 | |
| 42.749 VANGUARD 500 INDEX ADMIRAL FUND #540 | 2021-10-18 | 2022-11-18 | $15,678 | $17,691 | -$2,013 | -$2,013 | |
| 26.589 FIDELITY INTERNATIONAL INDEX FUND #2363 | 2022-06-02 | 2022-11-21 | $1,097 | $1,173 | -$76 | -$76 | |
| 55.126 JP MORGAN EQUITY INCOME FUND I FUND #312 | 2021-09-20 | 2022-11-21 | $1,286 | $1,218 | $68 | $68 | |
| 10.48345 MFS INTERNATIONAL GROWTH FUND R6 #4805 | 2021-09-20 | 2022-11-21 | $388 | $473 | -$85 | -$85 | |
| 4.80955 MFS INTERNATIONAL GROWTH FUND R6 #4805 | 2021-09-20 | 2022-11-21 | $178 | $214 | -$36 | -$36 | |
| 87.89404 SCHWAB FUNDAMENTAL INTERNATIONAL LARGE C | 2022-06-02 | 2022-11-21 | $798 | $872 | -$74 | -$74 | |
| 11.52396 SCHWAB FUNDAMENTAL INTERNATIONAL LARGE C | 2022-06-02 | 2022-11-21 | $105 | $114 | -$9 | -$9 | |
| 2.778 THRIVENT SMALL CAP STOCK FUND S #94 | 2021-03-29 | 2022-11-21 | $82 | $90 | -$8 | -$8 | |
| 16.764 VANGUARD EQUITY INCOME ADM FUND #565 | 2022-06-02 | 2022-11-21 | $1,529 | $1,554 | -$25 | -$25 | |
| 5.314 VANGUARD SMALL CAP VALUE INDEX ADM | 2021-05-20 | 2022-11-21 | $377 | $344 | $33 | $33 | |
| 4.253 VANGUARD 500 INDEX ADMIRAL FUND #540 | 2021-01-26 | 2022-11-21 | $1,554 | $1,450 | $104 | $104 | |
| 3579.055 DOUBLELINE LOW DURATION BOND I FUND #205 | 2022-11-21 | 2022-11-28 | $33,572 | $34,566 | -$994 | -$994 | |
| 11018.927 DOUBLELINE LOW DURATION BOND I FUND #205 | 2022-10-03 | 2022-11-28 | $103,358 | $103,247 | $111 | $111 | |
| 405.073 FIDELITY INTERNATIONAL INDEX FUND #2363 | 2022-06-21 | 2022-11-28 | $17,029 | $17,850 | -$821 | -$821 | |
| 551.721 FIDELITY INTERNATIONAL INDEX FUND #2363 | 2022-08-25 | 2022-11-28 | $23,194 | $23,836 | -$642 | -$642 | |
| 157.242 JP MORGAN CORE BOND R6 #3900 | 2022-11-21 | 2022-11-28 | $1,598 | $1,657 | -$59 | -$59 | |
| 2100.173 JP MORGAN CORE BOND R6 #3900 | 2021-11-22 | 2022-11-28 | $21,338 | $25,299 | -$3,961 | -$3,961 | |
| 6935.782 JP MORGAN CORE BOND R6 #3900 | 2022-10-03 | 2022-11-28 | $70,468 | $70,329 | $139 | $139 | |
| 122.558 JP MORGAN EQUITY INCOME FUND I FUND #312 | 2021-03-29 | 2022-11-28 | $2,863 | $2,652 | $211 | $211 | |
| 35.936 JP MORGAN EQUITY INCOME FUND I FUND #312 | 2021-11-22 | 2022-11-28 | $839 | $856 | -$17 | -$17 | |
| 198.78426 JP MORGAN EQUITY INCOME FUND I FUND #312 | 2021-11-23 | 2022-11-28 | $4,644 | $4,660 | -$16 | -$16 | |
| 32.67374 JP MORGAN EQUITY INCOME FUND I FUND #312 | 2021-11-23 | 2022-11-28 | $763 | $784 | -$21 | -$21 | |
| 31.731 SCHWAB FUNDAMENTAL INTERNATIONAL LARGE C | 2022-06-02 | 2022-11-28 | $294 | $315 | -$21 | -$21 | |
| 77.52512 THRIVENT SMALL CAP STOCK FUND S #94 | 2021-03-29 | 2022-11-28 | $2,294 | $2,516 | -$222 | -$222 | |
| 47.01788 THRIVENT SMALL CAP STOCK FUND S #94 | 2021-03-29 | 2022-11-28 | $1,391 | $1,526 | -$135 | -$135 | |
| 161.411 THRIVENT SMALL CAP STOCK FUND S #94 | 2021-11-23 | 2022-11-28 | $4,776 | $5,530 | -$754 | -$754 | |
| 26.72739 VANGUARD EQUITY INCOME ADM FUND #565 | 2022-06-02 | 2022-11-28 | $2,453 | $2,477 | -$24 | -$24 | |
| 13.68161 VANGUARD EQUITY INCOME ADM FUND #565 | 2022-06-02 | 2022-11-28 | $1,256 | $1,268 | -$12 | -$12 | |
| 58.832 VANGUARD EQUITY INCOME ADM FUND #565 | 2022-06-02 | 2022-11-28 | $5,400 | $5,452 | -$52 | -$52 | |
| .272 VANGUARD SMALL CAP VALUE INDEX ADM | 2021-11-23 | 2022-11-28 | $19 | $21 | -$2 | -$2 | |
| 301.37 VANGUARD SHORT-TERM INVT GRADE CL I FUND | 2022-11-21 | 2022-11-28 | $2,993 | $3,002 | -$9 | -$9 | |
| 2267.597 VANGUARD SHORT-TERM INVT GRADE CL I FUND | 2021-11-22 | 2022-11-28 | $22,517 | $24,507 | -$1,990 | -$1,990 | |
| 7900.717 VANGUARD SHORT-TERM INVT GRADE CL I FUND | 2022-10-03 | 2022-11-28 | $78,454 | $78,059 | $395 | $395 | |
| 1539.326 VANGUARD INTERMEDIATE TERM TREASURY INDEX FUND ADMIRAL SHARES | 2022-11-21 | 2022-11-28 | $30,586 | $32,256 | -$1,670 | -$1,670 | |
| 561.758 VANGUARD INTERMEDIATE TERM TREASURY INDEX FUND ADMIRAL SHARES | 2021-11-22 | 2022-11-28 | $11,162 | $13,199 | -$2,037 | -$2,037 | |
| 6451.3 VANGUARD INTERMEDIATE TERM TREASURY INDEX FUND ADMIRAL SHARES | 2022-10-03 | 2022-11-28 | $128,187 | $127,736 | $451 | $451 | |
| 14.242 VANGUARD MID-CAP INDEX ADMIRAL SHARES # | 2018-10-22 | 2022-11-28 | $3,704 | $2,693 | $1,011 | $1,011 | |
| 18.773 VANGUARD MID-CAP INDEX ADMIRAL SHARES # | 2021-11-23 | 2022-11-28 | $4,883 | $5,531 | -$648 | -$648 | |
| 40.707 VANGUARD SMALL-CAP INDEX FUND ADMIRAL SH | 2020-04-28 | 2022-11-28 | $3,715 | $2,549 | $1,166 | $1,166 | |
| 53.513 VANGUARD SMALL-CAP INDEX FUND ADMIRAL SH | 2021-11-23 | 2022-11-28 | $4,884 | $5,755 | -$871 | -$871 | |
| 3.477 VANGUARD 500 INDEX ADMIRAL FUND #540 | 2021-11-23 | 2022-11-28 | $1,275 | $1,509 | -$234 | -$234 | |
| 213.871 BLACKROCK SYSTEMATIC MULTI-STRATEGY FUND | 2022-10-03 | 2022-12-15 | $2,162 | $2,098 | $64 | $64 | |
| 429.603 DODGE & COX INCOME FUND CLASS I #147 | 2022-11-28 | 2022-12-15 | $5,404 | $5,280 | $124 | $124 | |
| 24.187 FIDELITY MID CAP STOCK FUND #337 | 2022-11-28 | 2022-12-15 | $920 | $932 | -$12 | -$12 | |
| 942.643 FIDELITY INTERMEDIATE TREASURY BOND INDE | 2022-11-28 | 2022-12-15 | $9,266 | $9,106 | $160 | $160 | |
| 42.943 GOLDMAN SACHS GQG PARTNERS INTL OPP INST | 2022-11-28 | 2022-12-15 | $743 | $742 | $1 | $1 | |
| 15.518 JP MORGAN LARGE CAP GROWTH R6 | 2022-06-02 | 2022-12-15 | $745 | $810 | -$65 | -$65 | |
| 727.611 JP MORGAN SHORT DURATION BD R6 #3944 | 2022-11-28 | 2022-12-15 | $7,640 | $7,582 | $58 | $58 | |
| 94.993 JP MORGAN EQUITY INCOME FUND I FUND #312 | 2021-12-14 | 2022-12-15 | $2,148 | $2,173 | -$25 | -$25 | |
| 29.575 MFS INTERNATIONAL GROWTH FUND R6 #4805 | 2021-11-23 | 2022-12-15 | $1,077 | $1,373 | -$296 | -$296 | |
| 142.066 SCHWAB FUNDAMENTAL INTERNATIONAL LARGE C | 2022-06-02 | 2022-12-15 | $1,317 | $1,409 | -$92 | -$92 | |
| 20.316 THRIVENT SMALL CAP STOCK FUND S #94 | 2021-03-29 | 2022-12-15 | $533 | $659 | -$126 | -$126 | |
| 23.349 VANGUARD EQUITY INCOME ADM FUND #565 | 2022-06-02 | 2022-12-15 | $2,112 | $2,164 | -$52 | -$52 | |
| 9.747 VANGUARD SMALL CAP VALUE INDEX ADM | 2021-11-23 | 2022-12-15 | $671 | $768 | -$97 | -$97 | |
| 684.819 VANGUARD SHORT TERM BOND INDEX ADMIRAL F | 2022-11-28 | 2022-12-15 | $6,800 | $6,752 | $48 | $48 | |
| 156.031 VANGUARD DEVELOPED MARKETS INDEX ADMIRA | 2022-11-28 | 2022-12-15 | $2,135 | $2,128 | $7 | $7 | |
| 2.79 VANGUARD MID-CAP INDEX ADMIRAL SHARES # | 2021-06-21 | 2022-12-15 | $718 | $795 | -$77 | -$77 | |
| 26.353 VANGUARD GROWTH INDEX ADM | 2021-11-23 | 2022-12-15 | $2,995 | $4,336 | -$1,341 | -$1,341 | |
| 8.102 VANGUARD SMALL-CAP INDEX FUND ADMIRAL SH | 2021-09-16 | 2022-12-15 | $723 | $848 | -$125 | -$125 | |
| 25.203 VANGUARD 500 INDEX ADMIRAL FUND #540 | 2021-11-23 | 2022-12-15 | $9,093 | $10,934 | -$1,841 | -$1,841 | |
| 45.164 DODGE & COX INCOME FUND CLASS I #147 | 2022-11-28 | 2022-12-20 | $556 | $555 | $1 | $1 | |
| 117.883 FIDELITY INTERMEDIATE TREASURY BOND INDE | 2022-11-28 | 2022-12-20 | $1,143 | $1,139 | $4 | $4 | |
| 95.622 JP MORGAN SHORT DURATION BD R6 #3944 | 2022-11-28 | 2022-12-20 | $1,004 | $996 | $8 | $8 | |
| 84.621 VANGUARD SHORT TERM BOND INDEX ADMIRAL F | 2022-11-28 | 2022-12-20 | $839 | $834 | $5 | $5 | |
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,644 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$89,831 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $71 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $71 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $71 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,500 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,500 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,429 | OverpaymentAmt |
| Applied To ES Tax | $72 | AppliedToESTaxAmt |
| Refund | $2,357 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEFF CARMICHAEL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7403746147 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 138 PUTNAM STREET | AddressLine1Txt |
| City | MARIETTA | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45750 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| GEORGE BROUGHTON | ||||||
| 3700 STATE ROUTE 60 | MARIETTA | OH | 45750 | DIRECTOR | 1 | $0 |
| KEVIN EAGAN | ||||||
| 138 PUTNAM STREET | MARIETTA | OH | 45750 | GRANT COORDINATOR-VP, VC | 1 | $0 |
| JEFF CARMICHAEL | ||||||
| 138 PUTNAM STREET | MARIETTA | OH | 45750 | TREASURER | 1 | $0 |
| CHUCK SULERZYSKI | ||||||
| 138 PUTNAM STREET | MARIETTA | OH | 45750 | DIRECTOR | 1 | $0 |
| STACI MATHENEY | ||||||
| 138 PUTNAM STREET | MARIETTA | OH | 45750 | CHAIRMAN & PRESIDENT | 1 | $0 |
| JIM HUGGINS | ||||||
| 138 PUTNAM STREET | MARIETTA | OH | 45750 | DIRECTOR | 1 | $0 |
| KATHRYN BAILEY | ||||||
| 138 PUTNAM STREET | MARIETTA | OH | 45750 | VICE PRESIDENT | 1 | $0 |
| M RYAN KIRKHAM | ||||||
| 138 PUTNAM STREET | MARIETTA | OH | 45750 | SECRETARY | 1 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,409,511 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $145,416 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,554,927 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,554,927 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,324 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,531,603 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $76,580 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $76,580 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $71 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $71 | TotalTaxAmt |
| Distributable Before Adj | $76,509 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $5,500 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $82,009 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $82,009 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $721,613 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $721,613 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $82,009 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $410,257 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $520,730 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $455,874 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $728,169 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $566,090 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,681,120 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $721,613 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $82,009 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $639,604 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,320,724 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $410,257 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,910,467 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $520,730 | ExcessFromYear4Amt |
| Excess From Year3 | $455,874 | ExcessFromYear3Amt |
| Excess From Year2 | $728,169 | ExcessFromYear2Amt |
| Excess From Year1 | $566,090 | ExcessFromYear1Amt |
| Excess From Current Year | $639,604 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KEVIN EAGAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 138 PUTNAM STREET | AddressLine1Txt |
| City | MARIETTA | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45750 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7403746172 | RecipientPhoneNum |
| Form And Info And Materials | GRANT APPLICATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | PRINCIPAL AREAS IN OHIO, WEST VIRGINIA, KENTUCKY, VIRGINIA, WASHINGTON DC, AND MARYLAND | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (263 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| ASPIRE APPALACHIA INC SUMMER | ||||||||
| FLOOD RELIEF | 1185 LAKESIDE DR | JACKSON | KY | 41339 | NONE | PC | PROGRAM SUPPORT | $10,000 |
| KENTUCKY BANKERS RELIEF FUND | ||||||||
| 600 W MAIN ST SUITE 400 | LOUISVILLE | KY | 40202 | NONE | PC | PROGRAM SUPPORT | $390 | |
| WOODY WILLIAMS FOUNDATION | ||||||||
| ATTN CHAD L GRAHAM | 12123 SHELBYVILLE ROAD SUITE 100 | LOUISVILLE | KY | 40243 | NONE | PC | PROGRAM SUPPORT | $10,000 |
| LEGION OF AMERICAN VETERANS INC | ||||||||
| 812 BEVERLY PL | MARIETTA | OH | 45750 | NONE | PC | PROGRAM SUPPORT | $2,500 | |
| FOUNDATION FOR APPALACHIAN OHIO | ||||||||
| PO BOX 456 | NELSONVILLE | OH | 45764 | NONE | PC | PROGRAM SUPPORT | $28,000 | |
| ROANE GENERAL HOSPITAL FOUNDATION INC | ||||||||
| 200 HOSPITAL DR | SPENCER | WV | 25276 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| APPALACHIAN GROWTH CAPITAL LLC | ||||||||
| PO BOX 456 | NELSONVILLE | OH | 45764 | NONE | PC | PROGRAM SUPPORT | $15,000 | |
| FAIRFIELD COMMUNITY HEALTH CENTER | ||||||||
| 1155 E MAIN STREET | LANCASTER | OH | 43130 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| SOUTHEASTERN OHIO REGIONAL | ||||||||
| MEDICAL CENTER | 1341 CLARK STREET | CAMBRIDGE | OH | 43725 | NONE | PC | PROGRAM SUPPORT | $10,000 |
| AMERICAN NATIONAL RED CROSS | ||||||||
| PO BOX 37839 | BOONE | IA | 50037 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| STUART'S OPERA HOUSE | ||||||||
| 52 PUBLIC SQUARE | NELSONVILLE | OH | 45764 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| LIFE & PURPOSE COMMUNITY | ||||||||
| RESOURCE CENTER | PO BOX 18 | MARIETTA | OH | 45750 | NONE | PC | PROGRAM SUPPORT | $2,000 |
| YMCA OF GREATER CINCINNATI | ||||||||
| ATTN MS SYDNEY PEPPER | 1105 ELM ST | CINCINNATI | OH | 45202 | NONE | PC | PROGRAM SUPPORT | $1,000 |
| THE ARC OF THE MID OHIO VALLEY INC | ||||||||
| ATTN MS ELIZABETH FORD | 912 MARKET ST | PARKERSBURG | WV | 26101 | NONE | PC | PROGRAM SUPPORT | $4,000 |
| BUCKSKIN COUNCIL BSA INC | ||||||||
| ATTN MR LARRY WUNDERLY | 2829 KANAWHA BLVD E | CHARLESTON | WV | 25311 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| CASTING FOR KIDS INC | ||||||||
| ATTN MR CHRIS FERGUSON | P O BOX 625 | WITTENSVILLE | KY | 41274 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| CATHOLIC SOCIAL SERVICES INC | ||||||||
| ATTN MS JULIE NAPORANO | 197 GAY ST 2ND FL | COLUMBUS | OH | 43215 | NONE | PC | PROGRAM SUPPORT | $2,500 |
| CENTRAL COMMUNITY HOUSE OF COLUMBUS INC | ||||||||
| ATTN MS DIANE JONES | 1150 E MAIN ST | COLUMBUS | OH | 43205 | NONE | PC | PROGRAM SUPPORT | $1,000 |
| THE DANE FOUNDATION INC | ||||||||
| ATTN MS LOWERY LOCKARD CEO | PO BOX 124 | CUYAHOGA FALLS | OH | 44222 | NONE | PC | PROGRAM SUPPORT | $1,000 |
| FREESTORE FOODBANK | ||||||||
| ATTN MS LISSA URRIQUIA GAPULTOS | 1141 CENTRAL PARKWAY | CINCINNATI | OH | 45202 | NONE | PC | PROGRAM SUPPORT | $2,500 |
| GREENBRIER REPERTORY THEATRE CO | ||||||||
| ATTN MR ETHAN SERR | 1038 WASHINGTON ST EAST | LEWISBURG | WV | 24901 | NONE | PC | PROGRAM SUPPORT | $1,000 |
| GMILUTH CHASODIM | ||||||||
| ATTN MS MICHAL MARCUS | 23300 CHAGRIN BLVD STE 204 | BEACHWOOD | OH | 44122 | NONE | PC | PROGRAM SUPPORT | $2,500 |
| HIGHLAND CO SENIOR CITIZENS CENTER INC | ||||||||
| ATTN MS MECHELL FROST | 185 MUNTZ ST | HILLSBORO | OH | 45133 | NONE | PC | PROGRAM SUPPORT | $1,000 |
| HIGHLANDS FOUNDATION INC | ||||||||
| ATTN MR EDWARD NAIRN | PO BOX 266 | PRESTONBURG | KY | 41653 | NONE | PC | PROGRAM SUPPORT | $2,500 |
| JACKSON AREA YMCA | ||||||||
| ATTN MR TIMOTHY HARVEY | 594 EAST MAIN ST | JACKSON | OH | 45640 | NONE | PC | PROGRAM SUPPORT | $2,000 |
| LYDIAS HOUSE INC | ||||||||
| ATTN MS MARYKATE GLENN | PO BOX 128808 | CINCINNATI | OH | 45212 | NONE | PC | PROGRAM SUPPORT | $2,000 |
| LINCOLN COUNTY HIGH SCHOOL-THE MAX | ||||||||
| ATTN MRS KAYLA SHAFFER | 7786 LYNN AVE | HAMLIN | WV | 25523 | NONE | PC | PROGRAM SUPPORT | $3,500 |
| FRIENDS OF THE MUSEUMS INC | ||||||||
| 601 2ND ST | MARIETTA | OH | 45750 | NONE | PC | PROGRAM SUPPORT | $2,500 | |
| CITY OF RUSSELL FIRE DEPT RESCUE EQUIPME | ||||||||
| ATTN MR TODD SELVAGE CAPTAIN | 500 BELLEFONTE DR | RUSSELL | KY | 41169 | NONE | PC | PROGRAM SUPPORT | $4,500 |
| WARRIOR MEDITATION FOUNDATION INC | ||||||||
| MR MATTHEW STOMBAUGH | 3940 E DANVILLE ROAD | HILLSBORO | OH | 45133 | NONE | PC | PROGRAM SUPPORT | $3,500 |
| TIDEWATER CLASSIC GUITAR SOCIETY INC | ||||||||
| ATTN DR WILLIAM HOLCOMB | PO BOX 777 | NORFOLK | VA | 23501 | NONE | PC | PROGRAM SUPPORT | $1,000 |
| WC JOINT VOCATIONAL SCHOOL DISTRICT | ||||||||
| ATTN DR ANTHONY HUFFMAN | 21740 ST RT 676 | MARIETTA | OH | 45750 | NONE | PC | PROGRAM SUPPORT | $10,000 |
| WASHINGTON STATE COMMUNITY COLLEGE FND | ||||||||
| ATTN MS CHERYL CANADAY | 710 COLEGATE DR | MARIETTA | OH | 45750 | NONE | PC | SCHOLARSHIPS | $12,000 |
| HOCKING COLLEGE FOUNDATION | ||||||||
| ATTN MS KATIE CLELAND | P O BOX 405 | NELSONVILLE | OH | 45764 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| LICKING COUNTY FAMILY YMCA | ||||||||
| ATTN MR EDWARD BOHREN | 470 WEST CHURCH ST | NEWARK | OH | 43055 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| HIGHLAND COUNTY SOCIETY FOR | ||||||||
| CRIPPLED CHILDREN & ADULTS | PO BOX 972 | HILLSBORO | OH | 45133 | NONE | PC | PROGRAM SUPPORT | $2,500 |
| CATALYTIC DEVELOPMENT FUNDING | ||||||||
| CORP OF NORTHERN KENTUCKY | 50 E RIVERCENTER BLVD STE 260 | COVINGTON | KY | 41011 | NONE | PC | PROGRAM SUPPORT | $10,000 |
| RURAL ACTION INC | ||||||||
| ATTN MS DEBBIE PHILLIPS CEO | 9030 HOCKING HILLS DR | THE PLAINS | OH | 45780 | NONE | PC | PROGRAM SUPPORT | $1,000 |
| SPECTRUM INC | ||||||||
| ATTN MARK REDMOND | 31 ELMWOOD AVE | BURLINGTON | VT | 05401 | NONE | PC | PROGRAM SUPPORT | $2,500 |
| BETHEL BAPTIST CHURCH | ||||||||
| ATTN MRS TERRI LYONS | 640 PLEASANT VALLEY RD | GIVEN | WV | 25245 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| BRIGHT BEGINNINGS INC | ||||||||
| ATTN MS REBECCA RORKE | 3418 4TH ST SE | WASHINGTON | DC | 20032 | NONE | PC | PROGRAM SUPPORT | $1,000 |
| COLUMBUS 2020 FOUNDATION | ||||||||
| ATTN MR CHIP HOLCOMBE | 150 S FRONT ST STE 200 | COLUMBUS | OH | 43215 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| COMMUNITY MISSION OUTREACH INC | ||||||||
| ATTN MR DANNIE NEWMAN | 3748 STATE ROUTE 7 | CHSAPEAKE | OH | 45619 | NONE | PC | PROGRAM SUPPORT | $2,000 |
| GROW HIGHLAND COUNTY | ||||||||
| ATTN MS TRACY EVANS | PO BOX 184 | HILLSBORO | OH | 45133 | NONE | PC | PROGRAM SUPPORT | $2,000 |
| HABITAT FOR HUMANITY INTERNATIONAL INC | ||||||||
| ATTN MS SARINA PARKER | 815 COURT ST | CHARLESTON | WV | 25301 | NONE | PC | PROGRAM SUPPORT | $1,000 |
| HAVAR INC | ||||||||
| ATTN MR SHELBY RHODES | 396 RICHLAND AVE | ATHENS | OH | 45701 | NONE | PC | PROGRAM SUPPORT | $3,800 |
| 4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS | ||||||||
| ATTN MR BRUCE ZIMMER | 202 DAVIS AVE | MARIETTA | OH | 45750 | NONE | PC | PROGRAM SUPPORT | $1,732 |
| LIVE HEALTHY APPALACHIA | ||||||||
| ATTN MS HEIDI FISCHER | PO BOX 930 | ATHENS | OH | 45701 | NONE | PC | PROGRAM SUPPORT | $2,500 |
| MEIGS COUNTY PIONEER AND HISTORICAL SOCI | ||||||||
| ATTN MS MARY COWDERY | PO BOX 145 | POMEROY | OH | 45769 | NONE | PC | PROGRAM SUPPORT | $1,000 |
| THE RIGHT PATH FOR WASHINGTON COUNTY IN | ||||||||
| ATTN MRS CATHY HARPER | 1115 GILMAN AVE | MARIETTA | OH | 45750 | NONE | PC | PROGRAM SUPPORT | $2,000 |
| S EVE N - SERVING EVERY NEED INC | ||||||||
| ATTN MS JACQUELINE GENWRIGHT | 8407 BATES DR | BOWIE | MD | 20720 | NONE | PC | PROGRAM SUPPORT | $2,000 |
| SOUTHEASTERN OHIO PORT AUTHORITY | ||||||||
| ATTN MR ANDY KUHN | 204 FRONT ST | MARIETTA | OH | 45750 | NONE | PC | PROGRAM SUPPORT | $12,000 |
| SOUTHSIDE COMMUNITY DEV AND HOUSING CORP | ||||||||
| ATTN MR ROBBIE FRANKLIN | 1624 HULL ST | RICHMOND | VA | 23224 | NONE | PC | PROGRAM SUPPORT | $7,500 |
| UNITED HEALTH FOUNDATION INC | ||||||||
| ATTN MS LORA EDGELL | 327 MEDICAL PARK DR | BRIDGEPORT | WV | 26330 | NONE | PC | PROGRAM SUPPORT | $2,000 |
| VILLAGE OF LOWELL FOR EQUIPMENT REPLACEM | ||||||||
| REPLACEMENT AND REPAIR | PO BOX 337 | LOWELL | OH | 45744 | NONE | PC | PROGRAM SUPPORT | $4,500 |
| WOMEN WALKING WEST INC | ||||||||
| ATTN MS ALICIA FARBSTEIN | 8337 VERBENA LN | LIBERTY TWP | OH | 45044 | NONE | PC | PROGRAM SUPPORT | $3,000 |
| WETZEL COUNTY HOSPITAL INC | ||||||||
| ATTN MS VON RAE GUILER | 3 E BENJAMIN DR | NEW MARTINSVILLE | WV | 26155 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| HAVEN OF HOPE | ||||||||
| ATTN MRS MICHELLE CARPENTER | PO BOX 1196 | CAMBRIDGE | OH | 43725 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| APPALACHIAN PARTNERSHIP INC | ||||||||
| 35 PUBLIC SQ | NELSONVILLE | OH | 45764 | NONE | PC | PROGRAM SUPPORT | $50,000 | |
| SPARTAN ATHLETIC CLUB | ||||||||
| PO BOX 252 | ALBANY | OH | 45710 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| EAST AKRON NEIGHBORHOOD | ||||||||
| DEVELOPMENT CORP | 550 S ARLINGTON ST | AKRON | OH | 44306 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| MUSKINGUM VALLEY HEALTH CENTERS | ||||||||
| 859 N MAIN ST | MALTA | OH | 43758 | NONE | PC | PROGRAM SUPPORT | $15,000 | |
| PARADE OF THE HILLS COMMUNITY ASSOCIATIO | ||||||||
| PO BOX 157 | NELSONVILLE | OH | 45764 | NONE | PC | PROGRAM SUPPORT | $2,500 | |
| SHEPHERDS CENTER OF GREENBRIER VALLEY | ||||||||
| PO BOX 54 | LEWISBURG | WV | 24901 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| VILLAGE IDIOT RACING INC | ||||||||
| PO BOX 1155 | CLARKSBURG | WV | 26302 | NONE | PC | PROGRAM SUPPORT | $1,350 | |
| ATHENS ARTISTS MEMORIAL PROJECT | ||||||||
| ATTN MR DOUG BROOKS PRESIDENT | PO BOX 278 | ATHENS | OH | 45701 | NONE | PC | PROGRAM SUPPORT | $1,000 |
| BATTERED WOMENS SHELTER | ||||||||
| ATTN MS KATHERINE ROBBINS ASST DIR | 974 E MARKET ST | AKRON | OH | 44305 | NONE | PC | PROGRAM SUPPORT | $1,000 |
| BETSEY MILLS CORPORATION | ||||||||
| ATTN MRS KERRY JEAN WADDLEDIR | 300 FOURTH STREET | MARIETTA | OH | 45750 | NONE | PC | PROGRAM SUPPORT | $1,000 |
| BLUE STAR MOTHERS OF AMERICA | ||||||||
| ATTN MS SHARON BURNS PRESIDENT | PO BOX 1655 | COSHOCTON | OH | 43812 | NONE | PC | PROGRAM SUPPORT | $2,500 |
| BOONE MEMORIAL HOSPITAL INC | ||||||||
| ATTN MR RAYMOND HARRELL JR | 701 MADISON AVE | MADISON | WV | 25130 | NONE | PC | PROGRAM SUPPORT | $10,000 |
| BRANCH OUT BURLINGTON | ||||||||
| ATTN MARGARET SKINNER | 93 HOWARD ST | BURLINGTON | VT | 05401 | NONE | PC | PROGRAM SUPPORT | $3,500 |
| CANEY CREEK COMMUNITY CENTER | ||||||||
| ATTN DWIGHT BAUM INVESTMENTS MANAGER | 100 PURPOSE RD | PIPPA PASSES | KY | 41844 | NONE | PC | PROGRAM SUPPORT | $2,500 |
| CAPITAL CITY BANDITS ATHLETICS | ||||||||
| ATTN MR KEVIN JOHNSON ASSIST DIR | 2012 PRESTON ST | CHARLESTON | WV | 25302 | NONE | PC | PROGRAM SUPPORT | $1,000 |
| CITY OF MADISON CHRISTMAS LIGHT PROJECT | ||||||||
| ATTN MS HEATHER KAZEE CITY CLERK | 255 WASHINGTON AVE | MADISON | WV | 25130 | NONE | PC | PROGRAM SUPPORT | $2,500 |
| DICKENS VICTORIAN VILLAGE | ||||||||
| ATTN MR JOEL LOSEGO BOARD MEMBER | 708 WHEELING AVE | CAMBRIDGE | OH | 43725 | NONE | PC | PROGRAM SUPPORT | $2,500 |
| DOWNTOWN PKB INC | ||||||||
| ATTN WENDY SHRIVER EXECUTIVE DIRECTOR | 400 MARKET ST | PARKERSBURG | WV | 26101 | NONE | PC | PROGRAM SUPPORT | $1,000 |
| EVERY MEAL HOLIDAY DONATION | ||||||||
| 2723 PATTON RD | ROSEVILLE | MN | 55113 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| FORT FRYE HIGH SCHOOL | ||||||||
| ATTN MOLLIE ZIMMER HEAD CHEER COACH | PO BOX 1089 | BEVERLY | OH | 45715 | NONE | PC | PROGRAM SUPPORT | $2,000 |
| GREATER TWIN CITIES UNITED WAY | ||||||||
| 404 SOUTH EIGHTH STREET | MINNEAPOLIS | MN | 55404 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| HELPING APPALACHIAN RURAL PEOPLE | ||||||||
| ATTN MS ELIZABETH WALLACE ADMIN | 810 MAIN ST | CALDWELL | OH | 43724 | NONE | PC | PROGRAM SUPPORT | $3,000 |
| HIGHLAND COUNTY HOMELESS SHELTER | ||||||||
| ATTN MRS TAMMY DENNIS ADMIN DIR | 145 HOMESTEAD AVE | HILLSBORO | OH | 45133 | NONE | PC | PROGRAM SUPPORT | $1,200 |
| HIGHLAND COUNTY HUMANE SOCIETY | ||||||||
| ATTN MRS SARAH ROE BOD - TREASURER | 9331 STATE ROUTE 124 | HILLSBORO | OH | 45133 | NONE | PC | PROGRAM SUPPORT | $1,900 |
| HOPENOW | ||||||||
| ATTN MEARLE GRIFFITH | PO BOX 627 | MT VERNON | OH | 43050 | NONE | PC | PROGRAM SUPPORT | $3,000 |
| JOHN CLEM RECOVERY HOUSE | ||||||||
| ATTN MR STEVE ABDELLA BOARD MEMBER | 7100 BROOKSIDE WAY | ATHENS | OH | 45701 | NONE | PC | PROGRAM SUPPORT | $2,500 |
| MAIN STREET POINT PLEASANT INC | ||||||||
| ATTN MRS DARLENE HAER TREASURER | 305 MAIN STREET | POINT PLEASANT | WV | 25550 | NONE | PC | PROGRAM SUPPORT | $2,500 |
| MARIETTA COLLEGE | ||||||||
| PRESIDENT'S CIRCLE SUPPORT | 215 FIFTH STREET | MARIETTA | OH | 45750 | NONE | PC | PROGRAM SUPPORT | $25,000 |
| MASON COUNTY LIBRARY BOARD | ||||||||
| ATTN MRS PAMELA THOMPSON DIRECTOR | 508 VIAND ST | POINT PLEASANT | WV | 25550 | NONE | PC | PROGRAM SUPPORT | $1,000 |
| MEMORIAL HEALTH FOUNDATION | ||||||||
| P O BOX 97 | MARIETTA | OH | 45750 | NONE | PC | PROGRAM SUPPORT | $15,000 | |
| NATIONAL FNDN FOR CONS CREDIT | ||||||||
| ATTN MRS SHELENE SHREWSBURYDIR | 2435 DUDLEY AVENUE | PARKERSBURG | WV | 26101 | NONE | PC | PROGRAM SUPPORT | $2,500 |
| NORTHERN KY CHAMBER FOUNDATION | ||||||||
| ATTN MS ANNA MARIE WHELAN PROGRAM DIR | 300 BUTTERMILK PIKE SUITE 330 | FT MITCHELL | KY | 41011 | NONE | PC | PROGRAM SUPPORT | $2,500 |
| READ ALOUD WEST VIRGINIA INC | ||||||||
| ATTN MS AMANDA SCHWARTZ | PO BOX 1784 | CHARLESTON | WV | 25326 | NONE | PC | PROGRAM SUPPORT | $2,500 |
| THE HARMAR PLACE COMMUNITY | ||||||||
| ATTN MS ALISSA CLOUSE DIRECTOR | 401 HARMAR STREET | MARIETTA | OH | 45750 | NONE | PC | PROGRAM SUPPORT | $2,500 |
| TYGART VALLEY UNITED WAY INC | ||||||||
| 221 WASHINGTON STREET | FAIRMONT | WV | 26554 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| UNITED APPEAL OF MASON COUNTY | ||||||||
| PO BOX 327 | MAYSVILLE | KY | 41056 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| UNITED WAY GUERNSEY & NOBLE | ||||||||
| PO BOX 5 | CAMBRIDGE | OH | 43725 | NONE | PC | PROGRAM SUPPORT | $2,500 | |
| UNITED WAY MUSK PERRY & MORGAN | ||||||||
| 526 PUTNAM AVE | ZANESVILLE | OH | 43701 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| UNITED WAY NATIONAL CAPITAL AREA | ||||||||
| 1577 SPRING HILL ROAD SUITE 420 | VIENNA | VA | 22182 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| UNITED WAY NORTHWEST VERMONT | ||||||||
| 412 FARRELL STREET SUITE 200 | S BURLINGTON | VT | 05403 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| UNITED WAY OF CENTRAL WVA INC | ||||||||
| ATTN KRISTI MOREY | 1 UNITED WAY SQUARE | CHARLESTON | WV | 25301 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| UNITED WAY OF CLINTON COUNTY INC | ||||||||
| ATTN MS AMANDA HARRISON | 63 W MAIN ST | WILMINGTON | OH | 45177 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| UNITED WAY OF COSHOCTON COUNTY | ||||||||
| ATTN MS LYN MIZER | PO BOX 84 | COSHOCTON | OH | 43812 | NONE | PC | PROGRAM SUPPORT | $2,000 |
| UNITED WAY OF EASTERN KENTUCKY | ||||||||
| PO BOX 1446 | PRESTONBURG | KY | 41653 | NONE | PC | PROGRAM SUPPORT | $2,000 | |
| UNITED WAY OF FAIRFIELD COUNTY | ||||||||
| 115 S BROAD STREET | LANCASTER | OH | 43130 | NONE | PC | PROGRAM SUPPORT | $2,000 | |
| UNITED WAY OF GALLIA COUNTY INC | ||||||||
| PO BOX 771 | GALLIPOLIS | OH | 45631 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| UNITED WAY OF GREATER CINCINNATI | ||||||||
| 2400 READING ROAD | CINCINNATI | OH | 45202 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| UNITED WAY OF GREATER CLEVELAND | ||||||||
| 1331 EUCLID AVE | CLEVELAND | OH | 44115 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| UNITED WAY OF GREATER RICHMOND | ||||||||
| 7814 CAROUSEL LN STE 400 | RICHMOND | VA | 23294 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| UNITED WAY OF GREENBRIER VALLEY | ||||||||
| PO BOX 572 | LEWISBURG | WV | 24901 | NONE | PC | PROGRAM SUPPORT | $2,500 | |
| UNITED WAY OF HARRISON COUNTY | ||||||||
| 445 WEST MAIN STREET ROOM 203 | CLARKSBURG | WV | 26301 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| UNITED WAY OF JACKSON COUNTY INC | ||||||||
| PO BOX 242 | JACKSON | OH | 45640 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| UNITED WAY OF KNOX COUNTY OHIO | ||||||||
| 305 E HIGH ST | MOUNT VERNON | OH | 43050 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| UNITED WAY OF LEWIS COUNTY | ||||||||
| PO BOX 44 | WESTON | WV | 26452 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| UNITED WAY OF LICKING COUNTY | ||||||||
| PO BOX 4490 | NEWARK | OH | 43058 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| UNITED WAY ALLIANCE OF MOV | ||||||||
| ATTN MS STACY DECICCO | 935 MARKET STREET | PARKERSBURG | WV | 26101 | NONE | PC | PROGRAM SUPPORT | $12,000 |
| UNITED WAY OF NORTHEAST KENTUCKY | ||||||||
| ATTN JERRI COMPTON | PO BOX 2285 | ASHLAND | KY | 41105 | NONE | PC | PROGRAM SUPPORT | $2,000 |
| UNITED WAY OF SUMMIT COUNTY | ||||||||
| 37 N HIGH STREET | AKRON | OH | 44308 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| UNITED WAY OF THE BLUEGRASS INC | ||||||||
| 651 PERIMETER DR STE 510 | LEXINGTON | KY | 40517 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| UNITED WAY OF THE RIVER CITIES | ||||||||
| 820 MADISON AVE | HUNTINGTON | WV | 25704 | NONE | PC | PROGRAM SUPPORT | $3,000 | |
| UNITED WAY OF WARREN COUNTY OHIO | ||||||||
| 645 OAK STREET | LEBANON | OH | 45036 | NONE | PC | PROGRAM SUPPORT | $2,000 | |
| UNITED WAY SCIOTO & ADAM CNTIES | ||||||||
| 1601 GRANT ST | PORTSMOUTH | OH | 45662 | NONE | PC | PROGRAM SUPPORT | $2,000 | |
| UNITED WAY UPPER OHIO VALLEY INC | ||||||||
| 1307 CHAPLINE STREET | WHEELING | WV | 26003 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| WASCO INC | ||||||||
| ATTN MS ALICIA SIMMS CEO | 340 MUSKINGUM DRIVE | MARIETTA | OH | 45750 | NONE | PC | PROGRAM SUPPORT | $2,300 |
| WELCOME HOME SIS | ||||||||
| ATTN ANGELA REGAN EXECUTIVE DIRECTOR | 10485 WASHINGTON ST | BYESVILLE | OH | 43723 | NONE | PC | PROGRAM SUPPORT | $1,000 |
| UNIVERSITY OF PIKEVILLE | ||||||||
| ATTN DR BURTON WEBB | 147 SYCAMORE STREET | PIKEVILLE | KY | 41501 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| HUNGER SOLUTIONS MOV | ||||||||
| ATTN KEVIN EAGAN | 138 PUTNAM ST | MARIETTA | OH | 45750 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| BROOKESVILLE BAPTIST CHURCH | ||||||||
| 136 MIAMI ST | BROOKSVILLE | KY | 41004 | NONE | PC | PROGRAM SUPPORT | $750 | |
| CARING FOR OTHERS INC | ||||||||
| PO BOX 8 | TOLLESBORO | KY | 41189 | NONE | PC | PROGRAM SUPPORT | $500 | |
| EAST KENTUCKY DREAM CENTER | ||||||||
| ATTN MS RACHEL CAMPBELL-DOTSON | 127 HIBBARD ST | PIKEVILLE | KY | 41501 | NONE | PC | PROGRAM SUPPORT | $750 |
| MOUNTAINEER FOOD BANK INC | ||||||||
| ATTN MR J CHAD MORRISON CEO | 484 ENTERPRISE DR | GASSAWAY | WV | 26624 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| CHAMPLAIN VALLEY OFFICE ECON OPP | ||||||||
| P O BOX 1603 | BURLINGTON | VT | 05402 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| THE LORDS PANTRY HOLIDAY FOOD PANTRY | ||||||||
| PO BOX 64 | SHINNSTON | WV | 26431 | NONE | PC | PROGRAM SUPPORT | $750 | |
| MT ORAB CHURCH CHRIST PANTRY | ||||||||
| 400 SMITH RD | MT ORAB | OH | 45154 | NONE | PC | PROGRAM SUPPORT | $750 | |
| MT ORAB UNITED METH CHURCH | ||||||||
| 212 CHURCH ST | MT ORAB | OH | 45154 | NONE | PC | PROGRAM SUPPORT | $750 | |
| NIGHBERT MEM UNITED METHODIST | ||||||||
| 301 COLE ST | LOGAN | WV | 25601 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| ROANE COUNTY HELPING HAND INC | ||||||||
| PO BOX 576 | SPENCER | WV | 25276 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| SAMARITAN OUTREACH SERVICES | ||||||||
| PO BOX 242 | HILLSBORO | OH | 45133 | NONE | PC | PROGRAM SUPPORT | $750 | |
| TRI COUNTY FOOD PANTRY | ||||||||
| PO BOX 41 | LOWER SALEM | OH | 45745 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| APPALACHIA REACH OUT | ||||||||
| PO BOX 2147 | INEZ | KY | 41224 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| FACING HUNGER FOODBANK INC | ||||||||
| ATTN CYNTHIA KIRKHARTDIRECTOR | 1327 7TH AVE | HUNTINGTON | WV | 25701 | NONE | PC | PROGRAM SUPPORT | $2,000 |
| THE GOOD SHEPHERDS PLACE | ||||||||
| ATTN MRS ROBIN SCANLANDIRECTOR | PO BOX 114 | BETHEL | OH | 45106 | NONE | PC | PROGRAM SUPPORT | $500 |
| GRACE PANTRY INC | ||||||||
| 1101 STEUBENVILLE AVE | CAMBRIDGE | OH | 43725 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| HEART & HAND OUTREACH MINISTRIES | ||||||||
| ATTN MR EDDIE BUCKLENDIRECTOR | 212 D ST | S CHARLESTON | WV | 25303 | NONE | PC | PROGRAM SUPPORT | $1,000 |
| MADISON BAPTIST CHURCH | ||||||||
| 426 2ND ST | MADISON | WV | 25130 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| POTTERS HOUSE MINISTRIES INC | ||||||||
| 5409 WINCHESTER AVE | PORTSMOUTH | OH | 45662 | NONE | PC | PROGRAM SUPPORT | $750 | |
| SOUTH WEBSTER FOOD PANTRY | ||||||||
| 8 POTTS ST | SOUTH WEBSTER | OH | 45682 | NONE | PC | PROGRAM SUPPORT | $750 | |
| AKRON-CANTON REGIONAL FOODBANK | ||||||||
| 350 OPPORTUNITY PARKWAY | AKRON | OH | 44307 | NONE | PC | PROGRAM SUPPORT | $2,000 | |
| ASHLAND FIRST UNITED METHODIST | ||||||||
| PO BOX 16 | ASHLAND | KY | 41105 | NONE | PC | PROGRAM SUPPORT | $2,000 | |
| BALTIMORE THURSTON AREA PANTRY | ||||||||
| 508 N OAK ST | BALTIMORE | OH | 43105 | NONE | PC | PROGRAM SUPPORT | $1,500 | |
| BELPRE AREA MINISTRIES INC | ||||||||
| PO BOX 101 | BELPRE | OH | 45714 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| BLANCHESTER COMM FOOD PANTRY | ||||||||
| 318 W MAIN STREET | BLANCHESTER | OH | 45107 | NONE | PC | PROGRAM SUPPORT | $500 | |
| CHRISTS TABLE HOLIDAY FOOD PANTRY | ||||||||
| 28 S 6TH ST | ZANESVILLE | OH | 43701 | NONE | PC | PROGRAM SUPPORT | $1,500 | |
| CLERMONT COUNTY COMM SERVICES | ||||||||
| 3003 HOSPITAL DR | BATAVIA | OH | 45103 | NONE | PC | PROGRAM SUPPORT | $750 | |
| CLINTON COUNTY COMM ACTION PROG | ||||||||
| PO BOX 32 | WILMINGTON | OH | 45177 | NONE | PC | PROGRAM SUPPORT | $700 | |
| CLINTON COUNTY SERVICES-HOMELESS | ||||||||
| 36 GALLUP ST | WILMINGTON | OH | 45177 | NONE | PC | PROGRAM SUPPORT | $700 | |
| COMMUNITY FOOD INITIATIVES INC | ||||||||
| ATTN MS MARIBETH SALEEM-TANNER | 94 COLUMBUS ROAD | ATHENS | OH | 45701 | NONE | PC | PROGRAM SUPPORT | $2,000 |
| MIRIAMS KITCHEN HOLIDAY FOOD PANTRY | ||||||||
| 2401 VIRGINIA AVE NW | WASHINGTON | DC | 20037 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| COPE INC HOLIDAY FOOD PANTRY | ||||||||
| 207 N COURT AVE | COVINGTON | VA | 24426 | NONE | PC | PROGRAM SUPPORT | $500 | |
| CROSSLIGHT OF HOPE INC | ||||||||
| PO BOX 11 | ASHTON | WV | 25503 | NONE | PC | PROGRAM SUPPORT | $750 | |
| ENACT INC HOLIDAY FOOD PANTRY | ||||||||
| 1701 5TH AVE STE 7 | CHARLESTON | WV | 25387 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| FEED MORE INC | ||||||||
| 1415 RHOADMILLER ST | RICHMOND | VA | 23220 | NONE | PC | PROGRAM SUPPORT | $2,000 | |
| FIRST BAPTIST CHURCH | ||||||||
| PO BOX 217 | VANCEBURG | KY | 41179 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| LOAVES AND FISHES INC | ||||||||
| ATTN REVERAND SR JUDY YUNKER | 9608 MOORFIELD CIR | LOUISVILLE | KY | 40241 | NONE | PC | PROGRAM SUPPORT | $750 |
| FOOD PANTRY OF LICKING COUNTY | ||||||||
| 1035 BRICE ST | NEWARK | OH | 43055 | NONE | PC | PROGRAM SUPPORT | $1,500 | |
| FOOD PROGRAM AND CLOTHESLINE | ||||||||
| 210 PEARL ST | JACKSON | OH | 45640 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| FRANKLIN AREA COMMUNITY SERVICES | ||||||||
| ATTN MARTY BAKER | 345 S MAIN ST | FRANKLIN | OH | 45005 | NONE | PC | PROGRAM SUPPORT | $500 |
| FREESTORE-FOODBANK INC | ||||||||
| 1141 CENTRAL PARKWAY | CINCINNATI | OH | 45202 | NONE | PC | PROGRAM SUPPORT | $500 | |
| GALLIA COUNTY SNACK PACK | ||||||||
| PO BOX 169 | GALLIPOLIS | OH | 45631 | NONE | PC | PROGRAM SUPPORT | $500 | |
| GODS APPALACHIAN PARTNERSHIP INC | ||||||||
| PO BOX 704 | MCDOWELL | KY | 41647 | NONE | PC | PROGRAM SUPPORT | $750 | |
| GODS PANTRY FOOD BANK INC | ||||||||
| ATTN REBECCA WALLACE | 1685 JAGGIE FOX WAY | LEXINGTON | KY | 40511 | NONE | PC | PROGRAM SUPPORT | $1,000 |
| HEART & HAND HOLIDAY FOOD PANTRY | ||||||||
| PO BOX 128 | PHILIPPI | WV | 26416 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| HEAVENS HARVEST FOOD PANRTY | ||||||||
| ATTN MS RENEE THORSBERRY | PO BOX 394 | MARTIN | KY | 41649 | NONE | PC | PROGRAM SUPPORT | $750 |
| HELPING HANDS CHRISTIAN OUTREACH | ||||||||
| PO BOX 1226 | JACKSON | KY | 41339 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| HELPING HANDS INC | ||||||||
| PO BOX 633 | GREENUP | KY | 41144 | NONE | PC | PROGRAM SUPPORT | $1,500 | |
| HENRY COUNTY HELP CENTER INC | ||||||||
| 4844 NORTH MAIN ST | EMINENCE | KY | 40019 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| HOPE UNITED METHODIST CHURCH | ||||||||
| 219 E 1ST ST | WELLSTON | OH | 45692 | NONE | PC | PROGRAM SUPPORT | $750 | |
| INTERCHURCH SOCIAL SERVICES | ||||||||
| PO BOX 1052 | MOUNT VERNON | OH | 43050 | NONE | PC | PROGRAM SUPPORT | $750 | |
| FAMILY PROMISE OF WARREN COUNTY | ||||||||
| ATTN MRS LINDA RABOLTDIRECTOR | 203 E WARREN ST | LEBANON | OH | 45036 | NONE | PC | PROGRAM SUPPORT | $500 |
| LEBANON FOOD PANTRY INC | ||||||||
| ATTN JERRY HARROD | 190 NEW ST | LEBANON | OH | 45036 | NONE | PC | PROGRAM SUPPORT | $500 |
| LINCOLN COUNTY OPPORTUNITY CO | ||||||||
| 360 MAIN ST | HAMLIN | WV | 25523 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| LOWELL MISSION BASKET PANTRY | ||||||||
| PO BOX 227 | LOWELL | OH | 45744 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| LUTHERAN SOC SRVCS OF CENTRAL OH | ||||||||
| 1105 SCHROK RD SUITE 100 | COLUMBUS | OH | 43229 | NONE | PC | PROGRAM SUPPORT | $2,500 | |
| MANNA MEAL INC | ||||||||
| 1105 QUARRIER ST | CHARLESTON | WV | 25301 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| MONTGOMERY COUNTY FOOD COUNCIL | ||||||||
| 4825 CORDELL AVE | BETJESDA | MD | 20814 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| MORGAN COUNTY UNITED MINISTRIES | ||||||||
| PO BOX 303 | MCCONNELSVILLE | OH | 43756 | NONE | PC | PROGRAM SUPPORT | $1,500 | |
| THE SALVATION ARMY | ||||||||
| 440 WEST NYACK RD | WEST NYACK | NY | 10994 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| NFS MINISTRIES | ||||||||
| PO BOX 91 | PARKERSBURG | WV | 26102 | NONE | PC | PROGRAM SUPPORT | $1,250 | |
| NO HUNGER FOOD PANTRY INC | ||||||||
| 1249 SARVIS FORK RD | SANDYVILLE | WV | 25275 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| OLD MAN RIVERS HOLIDAY FOOD PANTRY | ||||||||
| 703 PIKE ST | PARKERSBURG | WV | 26101 | NONE | PC | PROGRAM SUPPORT | $1,500 | |
| OPERATION GIVE BACK | ||||||||
| ATTN MS ELAINE HIPPS | 10891 MILLINGTON COURT | BLUE ASH | OH | 45242 | NONE | PC | PROGRAM SUPPORT | $500 |
| PRESBYTERIAN CHURCH USA | ||||||||
| 100 WITHERSPOON ST | LOUISVILLE | KY | 40202 | NONE | PC | PROGRAM SUPPORT | $500 | |
| PRATER CREEK FOOD PANTRY INC | ||||||||
| 30 STRATTON BRANCH RD | STANVILLE | KY | 41659 | NONE | PC | PROGRAM SUPPORT | $1,500 | |
| RIPLEY FIRST PRESBYTERIAN CHURCH | ||||||||
| PO BOX 95 | RIPLEY | OH | 45167 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| SOUL FOOD HOLIDAY FOOD PANTRY | ||||||||
| 5204 KY ROUTE 321 | PRESTONSBURG | KY | 41653 | NONE | PC | PROGRAM SUPPORT | $750 | |
| UPSHUR COOPERATIVE PARISH INC | ||||||||
| 68 COLLEGE AVENUE | BUCKHANNON | WV | 26201 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| WATER INTO WINE FOOD PANTRY | ||||||||
| 5083 MIDDLE FORK B | SALYERSVILLE | KY | 41465 | NONE | PC | PROGRAM SUPPORT | $750 | |
| WEST FORK BAPTIST | ||||||||
| 10127 WEST FORK RD | GEORGETOWN | OH | 45121 | NONE | PC | PROGRAM SUPPORT | $750 | |
| WILLIAMSBURG COMMUNITY MISSION | ||||||||
| 330 GAY ST | WILLIAMSBURG | OH | 45176 | NONE | PC | PROGRAM SUPPORT | $900 | |
| UNITED WAY OF ROANOKE VALLEY INC | ||||||||
| 325 CAMPBELL AVE SW | ROANOKE | VA | 24016 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| GREAT OAKS EDUCATION FOUNDATION | ||||||||
| 110 GREAT OAKS DR | CINCINNATI | OH | 45241 | NONE | PC | PROGRAM SUPPORT | $750 | |
| MEIGS UNITED METHODIST | ||||||||
| COOPERATIVE PARRISH | PO BOX 171 | POMEROY | OH | 45769 | NONE | PC | PROGRAM SUPPORT | $1,250 |
| SOCIETY OF ST VINCENT DE PAUL | ||||||||
| COUNCIL OF NOTHERN KENTUCKY | 2655 CREST SPRINGS PIKE | COVINGTON | KY | 41017 | NONE | PC | PROGRAM SUPPORT | $1,500 |
| FARMERS AND HUNTERS | ||||||||
| FEEDING THE HUNGRY INC | 448 MAIN ST | COSHOCTON | OH | 43812 | NONE | PC | PROGRAM SUPPORT | $1,000 |
| LIMESTONE MINISTRIES INC | ||||||||
| 1679 FOREST AVENUE | MARYSVILLE | KY | 41056 | NONE | PC | PROGRAM SUPPORT | $750 | |
| ECONOMIC & COMMUNITY DEVELOPMENT | ||||||||
| C/O MS INNA KINNEY | 1655 OLD LEONARD AVENUE | COLUMBUS | OH | 43219 | NONE | PC | PROGRAM SUPPORT | $1,000 |
| UNITED WAY ALLIANCE OF ATHENS COUNTY | ||||||||
| 935 MARKET ST | PARKERSBURG | WV | 26101 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| THE MEMORIAL CHURCH OF THE GOOD SHEPHERD | ||||||||
| 903 CHALRES ST | PARKERSBURG | WV | 26101 | NONE | PC | PROGRAM SUPPORT | $2,000 | |
| CATHEDRAL SOUP KITCHEN INC | ||||||||
| 1514 FEDERAL ST | CAMDEN | NJ | 08105 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| ADAM'S HOUSE MINISTRIES | ||||||||
| 304 EAST ST | MIDDLEBOURNE | WV | 26149 | NONE | PC | PROGRAM SUPPORT | $750 | |
| ANACOSTIA WATERSHED SOCIETY | ||||||||
| ATTN MS EMILY CONRAD | 4302 BALTIMORE AVE | BLADENSBURG | MD | 20710 | NONE | PC | PROGRAM SUPPORT | $1,000 |
| CATHOLIC CHARITIES WEST VIRGINIA | ||||||||
| ATTN MS LATRISHA WHITELATCH | 21 ROSARY RD | NEW MARTINSVILLE | WV | 26155 | NONE | PC | PROGRAM SUPPORT | $2,000 |
| THE CHILDREN'S LISTENING PLACE | ||||||||
| ATTN MS JULIE NUTTER ASSISTANT DIR | 200 STAR AVE SUITE 212 | PARKERSBURG | WV | 26101 | NONE | PC | PROGRAM SUPPORT | $1,000 |
| CLINTON MASSIE FOOD PANTRY | ||||||||
| 2556 LEBANON RD | CLARKSVILLE | OH | 45113 | NONE | PC | PROGRAM SUPPORT | $2,696 | |
| DRESS FOR SUCCESS RIVER CITIES | ||||||||
| ATTN MS JESSICA HUDSON | 541 9TH ST | HUNTINGTON | WV | 25701 | NONE | PC | PROGRAM SUPPORT | $2,000 |
| ELY CHAPMAN EDUCATION FOUNDATION | ||||||||
| ATTN MR GARY L WILLIAMS | 403 SCAMMEL STREET | MARIETTA | OH | 45750 | NONE | PC | PROGRAM SUPPORT | $2,500 |
| FAMILY REFUGE CENTER INC | ||||||||
| ATTN MS COURTNEY MCCOY | PO BOX 249 | LEWISBURG | WV | 24901 | NONE | PC | PROGRAM SUPPORT | $1,000 |
| FOUNDATION FOR APPALACHIAN OHIO COMMUNIT | ||||||||
| 35 PUBLIC SQ | NELSONVILLE | OH | 45764 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| GREAT PARKS FOREVER FREE AND REDUCED COS | ||||||||
| ATTN MR MADISON SMITH | 10245 WINTON ROAD | CINCINNATI | OH | 45231 | NONE | PC | PROGRAM SUPPORT | $2,000 |
| HOUSE OF HOPE OF WASHINGTON CNTY | ||||||||
| ATTN MR MICHAEL DENNIS | 750 COUNTY HOUSE LANE | MARIETTA | OH | 45750 | NONE | PC | PROGRAM SUPPORT | $1,000 |
| THE IBELIEVE FOUNDATION | ||||||||
| ATTN MS STEFANI MURRAY ASSOCIATE | PO BOX 10458 | COLUMBUS | OH | 43201 | NONE | PC | PROGRAM SUPPORT | $3,500 |
| KENTUCKY NATURAL LANDS TRUST INC | ||||||||
| ATTN MS NICOLE BREYETTE | 433 CHESTNUT STREET | BEREA | KY | 40403 | NONE | PC | PROGRAM SUPPORT | $2,500 |
| LEAD TRAINING WARREN COUNTY HIGH SCHOOL | ||||||||
| ATTN MS RILEY O'GRADY | 5325 DEERFILED BLVD | MASON | OH | 45040 | NONE | PC | PROGRAM SUPPORT | $2,500 |
| MISSION LEXINGTON INC | ||||||||
| ATTN MRS ABBY PLISZKA | 230 S MARTIN LUTHER KING BLVD | LEXINGTON | KY | 40508 | NONE | PC | PROGRAM SUPPORT | $2,000 |
| MOMENTS OF HOPE OUTREACH INC | ||||||||
| ATTN MR BOB HUMMER | 13400 AHNOVER COURTHOUSE RD | HANOVER | VA | 23069 | NONE | PC | PROGRAM SUPPORT | $2,000 |
| RENO VOLUNTEER FIRE DEPARTMENT | ||||||||
| ATTN MR RANDY LISK ASSISTANT | PO BOX 346 | RENO | OH | 45773 | NONE | PC | PROGRAM SUPPORT | $2,000 |
| SARA M HOLBROOK COMMUNITY CENTER | ||||||||
| ATTN MS CHRISTINE LLOYD-NEWBERRY | PO BOX 3039 | BURLINGTON | VT | 05408 | NONE | PC | PROGRAM SUPPORT | $2,000 |
| SERVICE CORPS RETIRED EXECS ASSC | ||||||||
| ATTN MR MADHU DEWAN | 175 S MAIN ST SUITE 204 | AKRON | OH | 44308 | NONE | PC | PROGRAM SUPPORT | $2,000 |
| SHALOM FARMS | ||||||||
| ATTN MS SARA DARLAND | 1010 WEST LABURNUM AVENUE | RICHMOND | VA | 23227 | NONE | PC | PROGRAM SUPPORT | $2,000 |
| SOME INC BUILDING FINANCIAL STABILITY | ||||||||
| ATTN MS ELYSIA DUNCAN | 71 O ST NW | WASHINGTON | DC | 20001 | NONE | PC | PROGRAM SUPPORT | $10,000 |
| SOUL FOOD FOOD BACKPACK PROGRAM | ||||||||
| ATTN MR BRIAN CONN CEO | 5204 KY ROUTE 321 | PRESTONSBURG | KY | 41653 | NONE | PC | PROGRAM SUPPORT | $2,500 |
| WEST VIRGINIA FUTBOL CLUB INC | ||||||||
| ATTN MR ROBERT PRICE TREASURER | 27 BRITTANY WOODS | CHARLESTON | WV | 25314 | NONE | PC | PROGRAM SUPPORT | $1,000 |
| WOODLEY HOUSE INC | ||||||||
| ATTN MS SUE BREITKOPF | 3000 CONNECTICUT AVE NW SUITE 108 | WASHINGTON | DC | 20008 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| CELEBRATION CHURCH | ||||||||
| 610 19TH STREET WEST | HUNTINGTON | WV | 25704 | NONE | PC | PROGRAM SUPPORT | $2,000 | |
| MORGAN STATE UNIVERSITY-MC | ||||||||
| FOR MIKAILIA CLARIDY | 1700 E COLD SPRING LN | BALTIMORE | MD | 21251 | NONE | I | SCHOLARSHIP | $1,000 |
| MARIETTA COLLEGE-JP | ||||||||
| FOR JADE POLING | 215 FIFTH ST | MARIETTA | OH | 45750 | NONE | I | SCHOLARSHIP | $3,000 |
| UNIVERSITY OF CINCINNATI-LB | ||||||||
| FOR LIBERTY BEST | PO BOX 932605 | CLEVELAND | OH | 44193 | NONE | I | SCHOLARSHIP | $1,000 |
| OHIO UNIVERSITY-CB | ||||||||
| FOR CASEY BROOKER | PO BOX 960 | ATHENS | OH | 45701 | NONE | I | SCHOLARSHIP | $1,000 |
| WEST VIRGINIA UNIVERSITY-KC | ||||||||
| FOR KAITLYN CAIN | PO BOX 6004 | MORGANTOWN | WV | 26506 | NONE | I | SCHOLARSHIP | $1,000 |
| BELMONT UNIVERSITY-LP | ||||||||
| FOR LIVIA PHILLIPS | 1900 BELMONT BLVD | NASHVILLE | TN | 37212 | NONE | I | SCHOLARSHIP | $1,000 |
| MIAMI UNIVERSITY-CH | ||||||||
| FOR CHARLIZE HADIX | 301 S CAMPUS AVE | OXFORD | OH | 45056 | NONE | I | SCHOLARSHIP | $1,000 |
| MARIETTA COLLEGE-BH | ||||||||
| FOR BREANNA HERRICK | 215 FIFTH ST | MARIETTA | OH | 45750 | NONE | I | SCHOLARSHIP | $3,000 |
| OHIO UNIVERSITY-DC | ||||||||
| FOR DENVER CAUDILL | PO BOX 960 | ATHENS | OH | 45701 | NONE | I | SCHOLARSHIP | $1,000 |
| WVU PARKERSBURG-HB | ||||||||
| FOR HAYLEE BROWN | 300 CAMPUS DR | PARKERSBURG | WV | 26104 | NONE | I | SCHOLARSHIP | $3,000 |
| UNIVERSITY OF RIO GRANDE-ED | ||||||||
| FOR EMMA DAVIS | PO BOX 500 F-26 | RIO GRANDE | OH | 45674 | NONE | I | SCHOLARSHIP | $1,000 |
| UNIVERSITY OF CINCINNATI-HB | ||||||||
| FOR HARLIE BIGHAM | PO BOX 932605 | CLEVELAND | OH | 44193 | NONE | I | SCHOLARSHIP | $1,000 |
| OHIO UNIVERSITY-JG | ||||||||
| FOR JULIA GANTZER | PO BOX 960 | ATHENS | OH | 45701 | NONE | I | SCHOLARSHIP | $1,000 |
| UNIVERSITY OF MOUNT UNION-KS | ||||||||
| FOR KENZLIE STAFFORD | 1972 CLARK AVE | ALLIANCE | OH | 44601 | NONE | I | SCHOLARSHIP | $1,000 |
| FAIRMONT STATE UNIVERSITY-BM | ||||||||
| FOR BRYAN MOORE | 1201 LOCUST AVE | FAIRMONT | WV | 26554 | NONE | I | SCHOLARSHIP | $1,000 |
| MARSHALL UNIVERSITY-JG | ||||||||
| FOR JACE GARL | 1 JOHN MARSHALL DR 101 OLD MAIN BL | HUNTINGTON | WV | 25755 | NONE | I | SCHOLARSHIP | $1,000 |
| MARIETTA COLLEGE-AV | ||||||||
| FOR AUSTIN VANNOY | 215 FIFTH ST | MARIETTA | OH | 45750 | NONE | I | SCHOLARSHIP | $3,000 |
| OHIO UNIVERSITY-LE | ||||||||
| FOR LAKYN ELLENWOOD | PO BOX 960 | ATHENS | OH | 45701 | NONE | I | SCHOLARSHIP | $1,000 |
| OHIO UNIVERSITY-KS | ||||||||
| FOR KYLAN STONE | PO BOX 960 | ATHENS | OH | 45701 | NONE | I | SCHOLARSHIP | $1,000 |
| OHIO UNIVERSITY-KM | ||||||||
| FOR KALEIGH MELVIN | PO BOX 960 | ATHENS | OH | 45701 | NONE | I | SCHOLARSHIP | $1,000 |
| SHAWNEE STATE UNIVERSITY-AP | ||||||||
| FOR ALYSA PINKERTON | 940 SECOND ST | PORTSMOUTH | OH | 45662 | NONE | I | SCHOLARSHIP | $1,000 |
| UNIVERSITY OF CINCINNATI-AN | ||||||||
| FOR ANDREW NEWLAND | PO BOX 932605 | CLEVELAND | OH | 44193 | NONE | I | SCHOLARSHIP | $1,000 |
| WVU PARKERSBURG-TF | ||||||||
| FOR TOBIN FRANCISCO | 300 CAMPUS DR | PARKERSBURG | WV | 26104 | NONE | I | SCHOLARSHIP | $3,000 |
| EASTERN KENTUCKY UNIVERSITY-MT | ||||||||
| FOR MACY THACKER | 521 LANCASTER AVE WHITLOCK BLDG CP | RICHMOND | KY | 40475 | NONE | I | SCHOLARSHIP | $1,000 |
| NORTHERN KENTUCKY UNIVERSITY-IB | ||||||||
| FOR ISABELLE BARBER | 5320 CAMPUS DRIVE AC 235 | HIGHLAND HEIGHTS | KY | 41099 | NONE | I | SCHOLARSHIP | $1,000 |
| MARIETTA COLLEGE-MW | ||||||||
| FOR MADISON WILSON | 215 FIFTH ST | MARIETTA | OH | 45750 | NONE | I | SCHOLARSHIP | $3,000 |
| MARSHALL UNIVERSITY-AS | ||||||||
| FOR AUDREY SPROUT | 1 JOHN MARSHALL DR 101 OLD MAIN BL | HUNTINGTON | WV | 25755 | NONE | I | SCHOLARSHIP | $1,000 |
| BOWLING GREEN STATE UNIVERSITY-RM | ||||||||
| FOR RACHEL MEADOWS | 1001 E WOOSTER ST | BOWLING GREEN | OH | 43403 | NONE | I | SCHOLARSHIP | $1,000 |
| OHIO NORTHERN UNIVERSITY-MS | ||||||||
| FOR MACKENZIE SUPRANO | 525 S MAIN ST | ADA | OH | 45810 | NONE | I | SCHOLARSHIP | $1,000 |
| BRIDGE VALLEY COMMUNITY & TECH COLL-NH | ||||||||
| FOR NATHAN HARLESS | 619 2ND AVENUE | MONTGOMERY | WV | 25136 | NONE | I | SCHOLARSHIP | $1,000 |
| CASA FOR CHILDREN OF THE DC | ||||||||
| ATTN MRS ARIKA ADAMS | PO BOX 15063 | WASHINGTON | DC | 20003 | NONE | PC | PROGRAM SUPPORT | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $712,418 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $30,146 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$89,831 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$59,685 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$59,685 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | Address Line2ContributorUSAddress/AddressLine2Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| PEOPLES BANK NA | |||||||
| 1 | PEOPLES BANK NA | 138 PUTNAM STREET | MARIETTA | OH | 45750 | $871,855 | Yes (X) |
| SALLY S EVANS IRA | |||||||
| 2 | SALLY S EVANS IRA | 410 FRONT STREET APT 1 | MARIETTA | OH | 45750 | $5,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER ALLOCABLE EXPENSE-PRINCI | CategoryTxt |
| Amt | $200 | Amt |
| Net Investment Income | $100 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $100 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (10 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 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)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 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)
| DescDesc | AmtAmt |
|---|---|
| POST YEAR TRANSACTIONS POSTED TO 2023 | $1,115 |
| MUTUAL FUND TIMING | $4 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER NON-ALLOCABLE EXPENSE - | Desc |
| Revenue And Expenses Per Books | $18,190 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $9,095 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,095 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PRIOR YEAR TRANSACTIONS | $477 |
| WASH SALES ADJUSTMENTS | $915 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMNT MNGMNT FEES (NON-DED | CategoryTxt |
| Amt | $15,530 | Amt |
| Net Investment Income | $15,530 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements 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 |
Comments