FURP.ORG / PUBLIC DATA EXPLORER

SANDRA L AND DENNIS B HASLINGER FAMILY FOUNDATION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
SANDRA L AND DENNIS B HASLINGER FAMILY FOUNDATION INC (EIN 34-1848698)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-14
IRS object ID
202343189349101224
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-11-14T06:06:20-08:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN341819083PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SEIKEL & COMPANY INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1686 W MARKET STREETAddressLine1Txt
CityAKRONCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44303ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN341848698EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SANDRA L AND DENNIS B HASLINGER FAMILY FOUNDATION INC CO SANDRA HASLINGERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSANDBusinessNameControlTxt
Phone3307611040PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12524 IRA ROADAddressLine1Txt
CityAkronCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44333ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSANDRA HASLINGERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3307611040PhoneNum
Signature2023-05-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSANDRAPersonFirstNm
Person LastHASLINGERPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLEWIS A SEIKEL IIIPreparerPersonNm
PTINP01592121PTIN
Phone3307611040PhoneNum
Preparation2023-11-14PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$5,297,828FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$111,933DividendsRevAndExpnssAmt
Dividends Net Invst Incm$111,933DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$90,739OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$90,739OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$202,672TotalRevAndExpnssAmt
Total Net Invst Incm$202,672TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$0LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$15,000AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$0OtherProfFeesRevAndExpnssAmt
Taxes Rev And Expnss$7,859TaxesRevAndExpnssAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$15,470OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$38,329TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$310,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$310,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$348,329TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$310,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$145,657ExcessRevenueOverExpensesAmt
Net Investment Income$202,672NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$85,195CashBOYAmt
Cash EOY$135,307CashEOYAmt
Cash EOYFMV$135,307CashEOYFMVAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
Prepaid Expenses BOY$14,600PrepaidExpensesBOYAmt
Prepaid Expenses EOY$18,433PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$18,433PrepaidExpensesEOYFMVAmt
Land Bldg Investments EOY$0LandBldgInvestmentsEOYAmt
Other Investments BOY$6,851,098OtherInvestmentsBOYAmt
Other Investments EOY$5,144,088OtherInvestmentsEOYAmt
Other Investments EOYFMV$5,144,088OtherInvestmentsEOYFMVAmt
Land EOY$0LandEOYAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$6,950,893TotalAssetsBOYAmt
Total Assets EOY$5,297,828TotalAssetsEOYAmt
Total Assets EOYFMV$5,297,828TotalAssetsEOYFMVAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$6,950,893NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$5,297,828NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$6,950,893TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,297,828TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$6,950,893TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,297,828TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$6,950,893TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$145,657ExcessRevenueOverExpensesAmt
Subtotal$6,805,236SubtotalAmt
Other Decreases$1,507,408OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$5,297,828TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyMISCELLANEOUS SECURITIESPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2020-01-01AcquiredDt
Sold2022-12-31SoldDt
Gross Sales Price$814,779GrossSalesPriceAmt
Depreciation$0DepreciationAmt
Cost Or Other Basis$897,484CostOrOtherBasisAmt
Gain Or Loss-$82,705GainOrLossAmt
FMV As Of123169$0FMVAsOf123169Amt
Adjusted Basis As Of123169$0AdjustedBasisAsOf123169Amt
Excess FMV Over Adjusted Bss$0ExcessFMVOverAdjustedBssAmt
Gains Minus Excess Or Losses-$82,705GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income-$82,705CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,817InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,817SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,817TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$11,250EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$11,250TotalPaymentsAndCreditsAmt
Original Return Overpayment-$11,250OriginalReturnOverpaymentAmt
Overpayment$8,433OverpaymentAmt
Applied To ES Tax$8,433AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateOHOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressLSEIKEL@SEIKEL.COMWebsiteAddressTxt
Individual With BooksSEIKEL COMPANY INCIndividualWithBooksNm
Phone3307611040PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1686 W MARKET STREETAddressLine1Txt
CityAKRONCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44303ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionYes (true)ForeignAccountsQuestionInd
Foreign CountryCJForeignCountryCd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SANDRA L HASLINGER
2524 IRA RDAKRONOH44333PRESIDENT0.00$0$0$0
DOUGLAS HASLINGER
776 N HAMETOWN RDAKRONOH44333SECRETARY/ TRUSTEE0.00$0$0$0
JENNIFER S HASLINGER
3150 OAK HILL ROADPENNINSULAOH44264TREASURER/ TRUSTEE0.00$0$0$0
MYRIAM EVE HASLINGER
776 N HAMNETOWN RDAKRONOH44333TRUSTEE0.00$0$0$0
KIMBERLY M HASLINGER
141 W 74TH STREET APT BNew YorkNY10023TRUSTEE0.00$0$0$0
MELISSA A HASLINGER
4214 HIGH STREETRICHFIELDOH44286TRUSTEE0.00$0$0$0
BENJAMIN G HASLINGER
65 SEARLES RDGROTONNY13073TRUSTEE0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$6,005,497AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$100,000AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,105,497TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$6,105,497AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$91,582CashDeemedCharitableAmt
Net Vl Noncharitable Assets$6,013,915NetVlNoncharitableAssetsAmt
Minimum Investment Return$300,696MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$300,696MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,817TaxBasedOnInvestmentIncomeAmt
Total Tax$2,817TotalTaxAmt
Distributable Before Adj$297,879DistributableBeforeAdjAmt
Distributable Before Ded$297,879DistributableBeforeDedAmt
Distributable As Adjusted$297,879DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$310,000ExpensesAndContributionsAmt
Qualifying Distributions$310,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$297,879DistributableAsAdjustedAmt
Undistributed Income PY$297,879UndistributedIncomePYAmt
Excess Distribution Cyov Yr5$0ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$47,707ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$0ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$5,788ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$5,649ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$59,144TotalExcessDistributionCyovAmt
Qualifying Distributions$310,000QualifyingDistributionsAmt
Applied To Year1$297,879AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$12,121RemainingDistriFromCorpusAmt
Total Corpus$71,265TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$297,879UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$71,265ExcessDistriCyovToNextYrAmt
Excess From Year4$47,707ExcessFromYear4Amt
Excess From Year3$0ExcessFromYear3Amt
Excess From Year2$5,788ExcessFromYear2Amt
Excess From Year1$5,649ExcessFromYear1Amt
Excess From Current Year$12,121ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSANDRA L HASLINGERContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonSANDRA L HASLINGER CO SEIKEL COMPANRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1686 W MARKET STREETAddressLine1Txt
CityAKRONCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44303ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3307611040RecipientPhoneNum
Form And Info And MaterialsApplicants should send a letter that includes a detailed description of the project and the amount requested.FormAndInfoAndMaterialsTxt
Submission DeadlinesAUGUST 1SubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AKRON ART MUSEUM
70 EAST MARKET STREETAKRONOH44308509(A)(1)FBO SCHOOL TOURPROGRAM$25,000
AKRON-CANTON REGIONAL FOODBANK
350 OPPORTUNITY PARKWAYAKRONOH44307509(A)(1)FBO CAPITAL CAMPAIGN AND/OROPERATING ENDOWMENT FUND$25,000
AKRON CHILDREN'S HOSPITAL FOUNDATIONPALLIATIVE CARE UNIT
ONE PERKINS SQUAREAKRONOH44308509(A)(1)HASLINGER PEDIACTRICPALLIATIVE CARE CENTERENDOWED CHAIR FUND$10,000
BOYS & GIRLS CLUBS OF THE WESTERN RESERVE
889 JONATHAN AVEAKRONOH44306509(A)(1)PROGRAMMING ATArlington Club Operations$22,600
ITHACA CHILDREN'S GARDEN
615 WILLOW AVEITHACANY14850509(A)(1)PHASE ONE OFGARDEN DEVELOPMENT$27,400
LA ESCUELITA
302 W 91 STREETNEW YORKNY10024509(A)(1)FUND SCHOOLSCHOLARSHIPS$10,000
ONE OF A KIND PETS
1699 WEST MARKET STREETAKRONOH44313509(A)(1)BACK CLINICEXPENSES$10,000
OHIO FOUNDATION OF INDEPENDENT COLLEGES
250 E BROAD STREET SUITE 170COLUMBUSOH432153722509(A)(1)SCHOLARSHIP FUNDFBO AKRON AREASTUDENTS$20,000
SUMMA HEALING ART PROGRAM
141 N FORGE STAKRONOH44304501(C)(3)HEALING ART PROGRAM FUND$0
WESTERN RESERVE LAND CONSERVANCY
PO BOX 314NOVELTYOH44072509(A)(1)OPERATION OFAKRON FIELDOFFICE$20,000
OLD TRAIL SCHOOL
2315 Ira RdAKRONOH44333501(C)(3)PRFESSIONAL DEV FUND/PLEDGE FOR SPEAKER SERIES$10,000
ACCESS
AKRON OHIOAKRONOH44308501(C)(3)FOCUS ON THE FUTURE PROGRAM$0
HAPPY TRAILS FARM ANIMAL SANCTUARY
5623 New Milford RdRAVENNAOH44266501(C)(3)VET EXPENSES AND MEDICAL CARE FOR ABUSED ANIMALS$7,500
HATTIE LARLHAM
9772 Diagonal RoadMantuaOH44255501(C)(3)FARM MARKET ADN GROCERY PROGRAMAT THE FOOD HUB$0
COUNTRYSIDE CONSERVANCY
4965 QUICK RDPENINSULAOH44264501(C)(3)FARM UTILITY PROJECT$14,000
PAY IT FORWARD FOR PETS
2136 YELLOWCREEK RDAKRONOH44333501(C)(3)FUNDING FOR PROGRAMS AT SUMMIT COUNTY ANIMAL CONTROL$22,500
CONSERVANCY FOR CUYAHOGA VALLEY NATIONAL PARK
1403 WEST HINES HILL ROADPENINSULAOH44264501(C)(3)SCHOLARSHIPS$5,000
HASLINGER FAMILY PEDIATRIC PALLIATIVE CARE
215 W BOWERY ST STE 6200AKRONOH44308509(A)1STAFF SUPPORT (IN REPLACE OF RETREAT)$15,000
SUMMA FOUNDATION
141 N FORGE STAKRONOH44304501(C)3PURCHASE, INSTALLATION, & CONSERVATION OF PORTRAIT FOR HEALING ARTS PROGRAM$0
GRANDPARENTS AGAINST SEX PREDITORS
233 QUAKER SQUAREAKRONOH44308509(A)1GENERAL PROGRAMS$6,000
SPRING GARDEN WALDORF SCHOOL
1791 JACOBY RDCOPLEYOH44321509(A)1CHROMEBOOKS & WIFI FOR FAMILIES IN NEED$0
(no name)
$0
LETS GROW AKRON
467 HARVEY AVEAKRONOH44314501(C) (3)GENERAL OPERATING EXPENSES$0
FRIENDS OF CROWELL HILAKA
100 WANDLE AVEBEDFORDOH44146501(C) 3REFURBISHMENT OF KIRBY'S MILL$15,000
TREVOR DAY SCHOOL
11 EAST 89TH STNEW YORKNY10128509(A)(1)TUITION ASSISTANCE$25,000
GRACE HOUSE
475 NORTH HOWARD STAKRONOH44310501 (C) 3CAPITAL CAMPAIGN$10,000
FORMAN SCHOOL
12 NORFOLK RDLITCHFIELDCT06759501(C)(3)TUITION ASSISTANCE PROGRAM$5,000
MAIN STR WADSWORTH
102 MAIN ST SUITE 20WADSWORTHOH44281501(C)(3)OUTDOOR MURAL PROJECT$0
ST MARY EDUC INITIATIVE
750 S MAIN STAKRONOH44311501(C) (3)FUND ARTS, DRAMA, MUSIC & EDUCATION$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$310,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$111,933ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,630ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$82,705ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescCAPITAL GAINS DISTRIBUTIONSDesc
Exclusion14ExclusionCd
Exclusion$87,109ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$119,967ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$119,967TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number4LineNumberTxt
Relationship StatementInvestment income of assetsRelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemWells Fargo xxxx-3711CategoryOrItemTxt
Book Value$5,144,088BookValueAmt
EOYFMV$5,144,088EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
UNREALIZED LOSSES$1,424,703
REALIZED LOSSES$82,705

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
INVESTMENT FEES$15,210
OHIO CHARITABLE FEE$200
BUSINESS CHECKS$60

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
CAPITAL GAINS DISTRIBUTIONS$87,109$87,109
$3,630$3,630

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
FOREIGN TAX EXP$1,692
FEDERAL EXCISE TAX$6,167