MFG FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MFG FOUNDATION (EIN 34-1787987)
- Tax period
- 2020-09-01 to 2021-08-31
- Filed
- 2022-01-24
- IRS object ID
- 202210249349100401
- Schema version
- 2020v4.1
- 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
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-01-24T07:45:17-06:00 | ReturnTs |
| Tax Period End | 2021-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 364267431 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PEASE & ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1422 EUCLID AVE SUITE 400 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44115 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341787987 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MFG FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | CO | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MFGF | BusinessNameControlTxt |
| Phone | 4409945204 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2925 MFG PLACE | AddressLine1Txt |
| City | ASHTABULA | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 440050675 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD MORRISON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4409945204 | PhoneNum |
| Signature | 2022-01-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RICHARD | PersonFirstNm |
| Person Last | MORRISON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P00736171 | PTIN |
| Phone | 2163489600 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,247,640 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $136,722 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $136,722 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $84,416 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $736,927 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $84,416 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $221,138 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $221,138 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $36,351 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $36,351 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,035 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $40,386 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $39,351 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $212,705 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $212,705 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $253,091 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $39,351 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $212,705 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$31,953 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $181,787 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $35,461 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $33,000 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $33,000 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,475,953 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,214,640 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,214,640 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,511,414 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,247,640 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,247,640 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $212,061 | CapitalStockBOYAmt |
| Capital Stock EOY | $212,061 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $4,299,353 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,035,579 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,511,414 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,247,640 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,511,414 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,247,640 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,511,414 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$31,953 | ExcessRevenueOverExpensesAmt |
| Other Increases | $768,179 | OtherIncreasesAmt |
| Subtotal | $5,247,640 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,247,640 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $736,927 | GrossSalesPriceAmt |
| Cost Or Other Basis | $652,511 | CostOrOtherBasisAmt |
| Gain Or Loss | $84,416 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $84,416 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $84,416 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,527 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,527 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,527 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $25 | EsPenaltyAmt |
| Tax Due | $2,552 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SUSAN KEASLING | IndividualWithBooksNm |
| Phone | 4409945204 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2925 MFG PLACE | AddressLine1Txt |
| City | ASHTABULA | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 440049445 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| RICHARD MORRISON | ||||||||
| 2925 MFG PLACE | ASHTABULA | OH | 44004 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| LOUISE M RAFFA | ||||||||
| 3823 EDGEWATER DRIVE | ASHTABULA | OH | 44004 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| NANCY S WARNER | ||||||||
| 1830 ELM DRIVE | ASHTABULA | OH | 44004 | TRUSTEE & PRESIDENT | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,724,740 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $233,889 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,958,629 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,958,629 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $74,379 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,884,250 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $244,213 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $244,213 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,527 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,527 | TotalTaxAmt |
| Distributable Before Adj | $241,686 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $241,686 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $241,686 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $212,705 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $212,705 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $212,705 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $241,686 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $206,410 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $212,705 | QualifyingDistributionsAmt |
| Applied To Year1 | $206,410 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,295 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $235,391 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RICHARD MORRISON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|
| ACMC FOUNDATION | |||||||||
| 2420 LAKE AVENUE | ASHTABULA | OH | 44004 | PC | TO PROVIDE FUNDS FOR INFUSION ROOMS AT THE CANCER CENTER. | $10,000 | |||
| ASHTABULA CITY POLICE DEPARTMENT | |||||||||
| 110 W 44TH STREET | ASHTABULA | OH | 44004 | GOV | TO FUND THE PURCHASE OF DRUG TESTING EQUIPMENT. | $17,205 | |||
| ASHTABULA COUNTY AIRPORT | |||||||||
| 2382 AIRPORT RD | JEFFERSON | OH | 44047 | GOV | TO PROVIDE SUPPORT FOR THE AIRPORT. | $12,000 | |||
| BUILDING YOUTH FOR SOCIETY | |||||||||
| 3509 STATION AVE | ASHTABULA | OH | 44004 | PC | TO SUPPORT THE ORGANIZATION'S MISSION OF ASSISTING UNDERSERVED YOUTH TO MAKE CHANGES IN THEIR LIVES AND COMMUNITIES. | $5,000 | |||
| CAROLINA CARING | |||||||||
| 3975 ROBINSON ROAD | NEWTON | NC | 28658 | PC | TO SUPPORT THE ORGANIZATION'S MISSION OF PROVIDING HOSPICE CARE TO PATIENTS. | $10,000 | |||
| CITY OF ABERDEEN SOUTH DAKOTA PARKS RECREATION & FORESTRY DEPARTMENT | |||||||||
| 225 SE THIRD AVENUE | ABERDEEN | SD | 57401 | GOV | TO SUPPORT THE PARK SYSTEM IN THE CITY OF ABERDEEN, SOUTH DAKOTA. | $20,000 | |||
| COMPROMISO Y RESPONSABILIDAD EDUCATIVA ABP | |||||||||
| PC | TO PROVIDE SUPPORT FOR THE ORGANIZATION'S MISSION OF HELPING OLDER ADULTS THAT LIVE IN A SHELTER NAMED CASA HOGAR ALBASTRO DE AMOR. | $10,000 | VIA JULIO CESAR NUM 615 | COL FUENTES DEL VALLE | MX | ||||
| CONNEAUT VALLEY ELEMENTARY SCHOOL | |||||||||
| 22361 PA-18 | CONNEAUTVILLE | PA | 16406 | GOV | TO SUPPORT THE SCHOOL'S MISSION OF PROVIDING A SAFE AND SUPPORTIVE ENVIRONMENT WHICH ENABLES STUDENTS TO ACQUIRE THE SKILLS NEEDED TO BECOME PRODUCTIVE CITIZENS OF THE GLOBE. | $5,000 | |||
| COUNTY NEIGHBORHOOD PROGRAM | |||||||||
| 39 S MAPLE STREET | ORWELL | OH | 44076 | PC | TO SUPPORT THE FOOD PANTRY'S MISSION. | $10,000 | |||
| FELLOWSHIP OF CHRISTIAN ATHLETES | |||||||||
| 8701 LEEDS ROAD | KANSAS CITY | MO | 64129 | PC | TO SUPPORT THE ORGANIZATION'S MISSION OF PROVIDING CHRISTIAN MINISTRY TO ATHLETES AND COACHES. | $10,000 | |||
| FLEETA JUNIOR HIGH SCHOOL | |||||||||
| 27463 CO RD 30 | OPP | AL | 36467 | GOV | TO SUPPORT THE SCHOOL'S MISSION OF PROVIDING STUDENTS WITH THE SKILLS AND KNOWLEDGE TO BECOME RESPECTFUL, RESPONSIBLE, AND RESOURCEFUL MEMBERS OF SOCIETY. | $10,000 | |||
| GAINESVILLE FIRE DEPARTMENT | |||||||||
| 201 SANTA FE STREET | GAINESVILLE | TX | 76240 | GOV | TO SUPPORT THE DEPARTMENT'S MISSION. THE DEPARTMENT'S MISSION IS TO PROTECT PROPERTY AND LIVES AND RENDER AID TO CITIZENS AND VISITORS OF GAINSEVILLE, TEXAS BY PROVIDING EXCELLENT CUSTOMER SERVICE THROUGH FIRE SUPPRESSION AND RESCUE ACTIVITIES, MEDICAL FIRST RESPONDER SERVICES, PUBLIC SAFETY EDUCATION, EMERGENCY MANAGEMENT AND FIRE PREVENTION ACTIVITIES. | $10,000 | |||
| HEALTHNETWORK FOUNDATION | |||||||||
| 33 RIVER STREET | CHAGRIN FALLS | OH | 44022 | PC | TO PROVIDE SUPPORT TO IMPROVE MEDICINE FOR THE COMMUNITY. | $20,000 | |||
| HARBOR CAT RESCUE | |||||||||
| 1016 JOSEPH AVENUE | ASHTABULA | OH | 44004 | PC | TO SUPPORT THE ORGANIZATION'S MISSION OF RESCUING ABUSED AND ABANDONED CATS IN ASHTABULA COUNTY. | $1,000 | |||
| HARBOR-TOPKY MEMORIAL LIBRARY | |||||||||
| 1633 WALNUT BOULEVARD | ASHTABULA | OH | 44004 | GOV | TO PROVIDE SUPPORT FOR THE PUBLIC LIBRARY. | $2,500 | |||
| KENT STATE UNIVERSITY - ASHTABULA CAMPUS | |||||||||
| 3300 LAKE ROAD WEST | ASHTABULA | OH | 44004 | PC | TO PROVIDE SUPPORT FOR THE UNIVERSITY'S MISSION. | $50,000 | |||
| THE ASHTABULA FOUNDATION | |||||||||
| 4510 COLLINS BOULEVARD | ASHTABULA | OH | 44004 | PF | TO SUPPORT THE FOUNDATION'S MISSION OF PROVIDING GRANTS TO SUPPORT PUBLIC AND COMMUNITY LIFE THROUGHOUT ASHTABULA COUNTY, OHIO. | $10,000 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $212,705 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $136,722 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $84,416 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $221,138 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $221,138 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,000 | Amt |
| Net Investment Income | $3,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | OHIO DOES NOT REQUIRE A COMPLETE COPY OF THE FORM 990-PF TO BE FILED. | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SECURITIES - UBS 14023 | $4,327,149 | $4,327,149 |
| SECURITIES - UBS 21768 | $887,491 | $887,491 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS ON SECURITIES | Desc |
| Amt | $768,179 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $36,351 | Amt |
| Net Investment Income | $36,351 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES WITHHELD | $235 | $0 | $0 |
| STATE FILING FEES | $800 | $0 | $0 |
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