THE HILLIER FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE HILLIER FAMILY FOUNDATION (EIN 34-1818989)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-04-29
- IRS object ID
- 202221199349101732
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-04-29T14:12:18-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4334 MUNSON STREET SUITE 200 | AddressLine1Txt |
| City | CANTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44718 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341818989 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HILLIER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HILL | BusinessNameControlTxt |
| Phone | 3302392711 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1365 SHARON-COPLEY RD PO BOX 51 | AddressLine1Txt |
| City | SHARON CENTER | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44274 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DIANE L SNIDER | PersonNm |
| Person Title | PRESIDENT AND TRUSTEE | PersonTitleTxt |
| Phone | 3302392711 | PhoneNum |
| Signature | 2022-04-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DIANE | PersonFirstNm |
| Person Last | SNIDER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER COLEMAN | PreparerPersonNm |
| PTIN | P00743188 | PTIN |
| Phone | 3304972000 | PhoneNum |
| Preparation | 2022-04-26 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | 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 | $9,847,500 | 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 | $152,022 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $152,022 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $509,148 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $692,757 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $509,833 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $661,170 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $661,855 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $76,088 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $22,826 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $53,262 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $22,548 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $6,764 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $15,784 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,962 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,260 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,702 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $46,970 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $46,970 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,729 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $370 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $200 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $6,229 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $6,229 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $12,811 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $3,843 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $8,968 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $12 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $4 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $12 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,850 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,789 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,061 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $183,199 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $93,055 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $84,989 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $296,650 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $296,650 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $479,849 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $93,055 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $381,639 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $181,321 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $568,800 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $11,817 | CashBOYAmt |
| Cash EOY | $13,535 | CashEOYAmt |
| Cash EOYFMV | $13,535 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $126,925 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $107,036 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $107,036 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,950,481 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,997,112 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,523,309 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,024,479 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,184,253 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,161,451 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $265,093 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $222,924 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $49,082 | LandBOYAmt |
| Land EOY | $42,169 | LandEOYAmt |
| Land EOYFMV | $42,169 | LandEOYFMVAmt |
| Total Assets BOY | $5,162,784 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,344,105 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,847,500 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $6,678,611 | CapitalStockBOYAmt |
| Capital Stock EOY | $6,678,611 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$1,515,827 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$1,334,506 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,162,784 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,344,105 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,162,784 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,344,105 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,162,784 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $181,321 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,344,105 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,344,105 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - LONG TERM | $555,002 | $168,978 | $386,024 | $386,024 | |
| PUBLICLY TRADED SECURITIES - SHORT TERM | $15,993 | $13,946 | $2,047 | $2,047 | |
| CAPITAL GAINS DIVIDENDS | $121,762 | $121,762 | $121,762 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $509,833 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,906 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,906 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,906 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,000 | 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 | $4,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $3,906 | 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 | Yes (1) | 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 | DIANE L SNIDER PRESIDENT AND TRUS | IndividualWithBooksNm |
| Phone | 3302392711 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1365 SHARON-COPLEY RD PO BOX 517 | AddressLine1Txt |
| City | SHARON CENTER | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44274 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| DIANE L SNIDER | ||||||||
| PO BOX 517 | SHARON CENTER | OH | 44274 | PRESIDENT & TRUSTEE | 20.00 | $36,022 | $0 | $0 |
| CHRISTINA J PRINCE | ||||||||
| PO BOX 517 | SHARON CENTER | OH | 44274 | VP/TREASURER & TRUSTEE | 20.00 | $40,066 | $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 | $9,352,472 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $127,859 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $240,909 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,721,240 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,721,240 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $145,819 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,575,421 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $478,771 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $478,771 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,906 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,906 | TotalTaxAmt |
| Distributable Before Adj | $470,865 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $470,865 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $470,865 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $381,639 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $381,639 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $470,865 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $23,373 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $40,676 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $66,727 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $130,776 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $381,639 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $381,639 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $89,226 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $89,226 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $41,550 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $41,550 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $41,550 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GRANT ADMINISTRATOR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 517 | AddressLine1Txt |
| City | SHARON CENTER | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44274 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3302392711 | RecipientPhoneNum |
| Form And Info And Materials | APPLICANTS SHOULD SUBMIT A COVER LETTER SUMMARIZING REQUEST SIGNED BY AN ORGANIZATION EXECUTIVE WITH A COPY OF IRS TAX EXEMPTION LETTER -501(C)(3) | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | GRANTS ARE REVIEWED PERIODICALLY DURING THE YEAR AND SHOULD BE SUBMITTED BEFORE NOVEMBER 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | GIVING PRIMARILY (BUT NOT LIMITED) TO MEDINA AND SUMMIT COUNTIES, OHIO IN THE AREAS OF EDUCATION, PHILANTHROPIC, SOCIAL SERVICES. NO GRANTS TO INDIVIDUALS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACCESS THE ARTS | ||||||
| 5731 RIDGE ROAD | WADSWORTH | OH | 44281 | PC | PHILANTHROPIC | $5,000 |
| AKRON BLIND CENTER | ||||||
| PO BOX 1864 | AKRON | OH | 44309 | PC | PHILANTHROPIC | $650 |
| AKRON BLIND CENTER | ||||||
| PO BOX 1864 | AKRON | OH | 44309 | PC | SOCIAL SERVICES | $15,000 |
| AKRON CANTON REGIONAL FOODBANK | ||||||
| 350 OPPORTUNITY PARKWAY | AKRON | OH | 44307 | PC | SOCIAL SERVICES | $5,000 |
| ALLICE LLOYD COLLEGE | ||||||
| 100 PURPOSE ROAD | PIPPA PASSES | KY | 41844 | PC | EDUCATION | $5,000 |
| AUTISM SOCIETY OF GREATER AKRON | ||||||
| 703 S MAIN STREET | AKRON | OH | 44311 | PC | SOCIAL SERVICES | $5,000 |
| BATTERED WOMENS SHELTER | ||||||
| 947 EAST MARKET STREET | AKRON | OH | 44305 | PC | SOCIAL SERVICES | $15,000 |
| CHILD GUIDANCE & FAMILY SOLUTIONS | ||||||
| 18 N FORGE STREET | AKRON | OH | 44304 | PC | SOCIAL SERVICES | $10,000 |
| CHILDREN'S HOSPITAL MEDICAL CENTER | ||||||
| ONE PERKINS SQUARE | AKRON | OH | 44308 | PC | PHILANTHROPIC | $1,000 |
| CROWN POINTE ECOLOGY CENTER | ||||||
| 3220 IRA ROAD PO BOX 484 | BATH | OH | 44210 | PC | EDUCATION | $4,000 |
| FIRST UNITED METHODIST CHURCH | ||||||
| 263 EAST MILL STREET | AKRON | OH | 44308 | PC | RELIGIOUS | $5,000 |
| GIRLS ON THE RUN OF NORTHEAST OHIO | ||||||
| 8929 BRECKSVILLE ROAD | BRECKSVILLE | OH | 44141 | PC | HEALTH | $5,000 |
| HAPPY TRAILS FARM ANIMAL SANCTUARY | ||||||
| 5623 NEW MILFORD ROAD | RAVENNA | OH | 44266 | PC | PHILANTHROPIC | $16,000 |
| HAVEN OF REST | ||||||
| 175 EAST MARKET ST PO BOX 547 | AKRON | OH | 44309 | PC | SOCIAL SERVICES | $3,000 |
| HIGHLAND COMMUNITY SUPPORT NETWORK | ||||||
| 4684 RIDGE ROAD | WADSWORTH | OH | 44281 | PC | SOCIAL SERVICES | $4,000 |
| LITTLE HEROES | ||||||
| 3821 W 160TH STREET | CLEVELAND | OH | 44111 | PC | HEALTH | $5,000 |
| MEDINA CREATIVE HOUSING | ||||||
| 232 N COURT STREET | MEDINA | OH | 44256 | PC | SOCIAL SERVICES | $6,500 |
| NATIONAL ALLIANCE ON MENTAL ILLNESS | ||||||
| 150 CROSS STREET | AKRON | OH | 44311 | PC | EDUCATION | $5,000 |
| OHIO MASONIC HOME FOUNDATION | ||||||
| 2655 W NATIONAL ROAD | SPRINGFIELD | OH | 45504 | PC | PHILANTHROPIC | $15,000 |
| OPEN M | ||||||
| 941 PRINCETON STREET | AKRON | OH | 44311 | PC | SOCIAL SERVICES | $10,000 |
| RECOVERY CENTER OF MEDINA COUNTY | ||||||
| 538 WEST LIBERTY STREET | MEDINA | OH | 44256 | PC | EDUCATION | $10,000 |
| SHARON COMMUNITY TRUSTS | ||||||
| PO BOX 91 | SHARON CENTER | OH | 44274 | PC | PHILANTHROPIC | $3,000 |
| SHARON TOWNSHIP HERITAGE SOCIETY | ||||||
| PO BOX 154 | SHARON CENTER | OH | 44274 | PC | PHILANTHROPIC | $4,000 |
| SHARON WOMENS CLUB | ||||||
| PO BOX 45 | SHARON CENTER | OH | 44274 | PC | EDUCATION | $10,000 |
| SHELTER CARE | ||||||
| 32 SOUTH AVENUE | TALLMADGE | OH | 44278 | PC | SOCIAL SERVICES | $30,000 |
| ST PAUL EVANGELICAL LUTHERAN CHURCH | ||||||
| 6462 RIDGE ROAD PO BOX 120 | SHARON CENTER | OH | 44274 | PC | RELIGIOUS | $4,000 |
| STEWART'S CARING PLACE | ||||||
| 3501 RIDGE PARK DR | FAIRLAWN | OH | 44333 | PC | SOCIAL SERVICES | $5,500 |
| SUMMIT CHRISTIAN SCHOOL | ||||||
| 2800 13TH STREET | CUYAHOGA FALLS | OH | 44223 | PC | EDUCATION | $10,000 |
| THE CHILDREN'S CENTER OF MEDINA COUNTY | ||||||
| 724 E SMITH ROAD | MEDINA | OH | 44256 | PC | SOCIAL SERVICES | $5,000 |
| THE HIGHLAND FOUNDATION | ||||||
| 3880 RIDGE ROAD | MEDINA | OH | 44256 | PC | EDUCATION | $5,000 |
| THE SALVATION ARMY OF WADSWORTH | ||||||
| 527 COLLEGE STREET PO BOX 300 | WADSWORTH | OH | 44281 | PC | PHILANTHROPIC | $10,000 |
| THE SALVATION ARMY OF WADSWORTH | ||||||
| 527 COLLEGE STREET PO BOX 300 | WADSWORTH | OH | 44281 | PC | EDUCATION | $50,000 |
| VANTAGE AGING | ||||||
| 2279 ROMIG ROAD | AKRON | OH | 44320 | PC | SOCIAL SERVICES | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $296,650 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AKRON CANTON REGIONAL FOODBANK | ||||||
| 350 OPPORTUNITY PARKWAY | AKRON | OH | 44307 | PC | SOCIAL SERVICES | $5,000 |
| FIRST UNITED METHODIST CHURCH | ||||||
| 263 EAST MILL STREET | AKRON | OH | 44308 | PC | RELIGIOUS | $5,000 |
| SHARON COMMUNITY TRUSTS | ||||||
| PO BOX 91 | SHARON CENTER | OH | 44274 | PC | PHILANTHROPIC | $3,000 |
| SHARON TOWNSHIP | ||||||
| PO BOX 7 | SHARON CENTER | OH | 44274 | PC | PHILANTHROPIC | $4,500 |
| SHARON WOMENS CLUB | ||||||
| PO BOX 45 | SHARON CENTER | OH | 44274 | PC | EDUCATION | $10,000 |
| ST PAUL LUTHERAN CHURCH | ||||||
| 6462 RIDGE ROAD PO BOX 120 | SHARON CENTER | OH | 44274 | PC | RELIGIOUS | $3,000 |
| THE HIGHLAND FOUNDATION | ||||||
| 3880 RIDGE ROAD | MEDINA | OH | 44256 | PC | EDUCATION | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $35,500 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $152,022 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $509,148 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $661,170 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $661,170 | 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 | $6,962 | Amt |
| Net Investment Income | $3,260 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,702 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | FIXED ASSETS | AssetDesc |
| How Acquired | PURCHASED | HowAcquiredTxt |
| Basis | $685 | BasisAmt |
| Basis Method | COST | BasisMethodTxt |
| Sales Expense | $0 | SalesExpenseAmt |
| Total Net | -$685 | TotalNetAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD SHORT-TERM INFLATION PROTECTED SECS INDEX FD - 1149.425 | $30,000 | $29,586 |
| VANGUARD INTER-TERM INVT GRADE FD - 55708.620 SHS | $576,541 | $554,301 |
| VANGUARD SHORT-TERM INVT GRADE FD - 146477.597 SHS | $1,577,712 | $1,577,564 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (85 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABM INDUSTRIES INCORP - 858 SHS | $17,838 | $35,049 |
| ABBOTT LABS - 800 SHS | $18,589 | $112,592 |
| ALPHABET INC - 38 SHS | $39,219 | $109,956 |
| AMERICAN EAGLE OUTFITTERS - 1115 SHS | $18,570 | $28,232 |
| AMGEN INC - 170 SHS | $34,617 | $38,245 |
| ANALOG DEVICES - 750 SHS | $29,595 | $131,828 |
| APPLE INC - 1500 SHS | $21,077 | $266,355 |
| APPLIED MATERIALS INC - 210 SHS | $31,960 | $33,046 |
| ASTEC INDUSTRIES INC - 630 SHS | $30,811 | $43,640 |
| ATLANTIC UNION BANKSHARES CORP - 1550 SHS | $49,202 | $57,800 |
| BADGER METER INC - 500 SHS | $9,610 | $53,280 |
| BECTON DICKINSON - 550 SHS | $55,128 | $138,314 |
| BRADY CORPORATION - 700 SHS | $19,394 | $37,730 |
| BRUNSWICK CORP - 645 SHS | $36,208 | $64,971 |
| CBOE GLOBAL MARKETS INC - 500 SHS | $13,876 | $65,200 |
| CACI INTERNATIONAL - 300 SHS | $13,602 | $80,763 |
| CAMDEN NATIONAL CORP - 800 SHS | $21,686 | $38,528 |
| CHEVRON CORP - 290 SHS | $34,996 | $34,032 |
| CHURCH & DWIGHT INC CO - 614 SHS | $9,030 | $62,935 |
| CIRRUS LOGIC - 525 SHS | $10,523 | $48,311 |
| CISCO SYSTEMS - 750 SHS | $14,726 | $47,528 |
| CORNING INC - 1200 SHS | $15,632 | $44,676 |
| DARDEN RESTAURANTS INC - 600 SHS | $18,509 | $90,384 |
| DISNEY WALT CO - 245 SHS | $37,006 | $37,948 |
| DOLLAR TREE INC - 139 SHS | $13,194 | $19,532 |
| DORMAN PRODUCTS INC - 250 SHS | $18,036 | $28,253 |
| DUPONT DE NEMOURS INC - 535 SHS | $50,838 | $43,217 |
| EOG RESOURCES INC - 500 SHS | $46,664 | $44,415 |
| EXXON MOBIL CORP - 240 SHS | $17,999 | $14,686 |
| HEXCEL CORP - 800 SHS | $22,970 | $41,440 |
| HONEYWELL INTL INC - 500 SHS | $16,235 | $104,255 |
| HORMEL FOODS CORP - 1600 SHS | $14,356 | $78,096 |
| JPMORGAN - 700 SHS | $47,364 | $110,845 |
| JOHNSON & JOHNSON - 600 SHS | $35,271 | $102,642 |
| LHC GROUP INC - 408 SHS | $14,446 | $55,990 |
| LABORATORY CORP AMER HLDGS - 216 SHS | $14,815 | $67,869 |
| LOWES COS INC - 315 SHS | $35,588 | $81,421 |
| MASIMO CORP - 275 SHS | $5,547 | $80,515 |
| MASTERCARD INC - 525 SHS | $10,738 | $188,643 |
| MAXIMUS INC - 976 SHS | $19,387 | $77,758 |
| MCCORMICK & CO - 980 SHS | $16,165 | $94,678 |
| MERIT MEDICAL SYSTEM INC - 625 SHS | $11,147 | $38,938 |
| MICROSOFT CORP - 800 SHS | $22,030 | $269,050 |
| MICROCHIP TECHNOLOGY INC - 1450 SHS | $18,520 | $126,237 |
| MOSAIC COMPANY - 935 SHS | $30,542 | $36,736 |
| NEXTERA ENERGY INC - 980 SHS | $14,712 | $91,493 |
| NORDSON CORP - 425 SHS | $9,450 | $108,490 |
| NORFOLK SOUTHERN CORP - 400 SHS | $19,256 | $119,084 |
| PPG INDUSTRIES INC - 143 SHS | $18,394 | $24,659 |
| PTC INC - 365 SHS | $47,389 | $44,220 |
| PAYCHEX INC - 800 SHS | $20,980 | $109,200 |
| PEPSICO INC - 307 SHS | $17,318 | $53,329 |
| PRIMORIS SVCS CORP - 968 SHS | $33,427 | $23,213 |
| PRUDENTIAL FINL INC - 400 SHS | $44,028 | $43,296 |
| QUAKER CHEMICAL CORP - 325 SHS | $12,798 | $75,004 |
| RAYMOND JAMES FINL INC - 1125 SHS | $14,610 | $112,950 |
| SCHLUMBERGER LTD - 400 SHS | $26,732 | $11,980 |
| CHARLES SCHWAB CORP - 800 SHS | $14,942 | $67,280 |
| SENSIENT TECHNOLOGIES CORP - 800 SHS | $20,556 | $80,048 |
| SKYWORKS SOLUTIONS INC - 335 SHS | $35,972 | $51,972 |
| SOUTH STATE CORPORATION - 600 SHS | $51,124 | $48,066 |
| STANDEX INTERNATIONAL CORP - 250 SHS | $17,577 | $27,665 |
| SYSCO CORP - 552 SHS | $12,718 | $43,360 |
| TJX COS INC - 600 SHS | $6,714 | $45,552 |
| TELEFLEX INC - 275 SHS | $14,421 | $90,332 |
| THERMO FISHER SCIENTIFIC INC - 200 SHS | $8,878 | $133,448 |
| TRUIST FINANCIAL CORP - 1145 SHS | $52,218 | $67,040 |
| UFP INDS INC - 725 SHS | $23,941 | $66,707 |
| UNITED PARCEL SVC INC - 184 SHS | $9,826 | $39,439 |
| VF CORP - 600 SHS | $10,415 | $43,932 |
| VERIZON COMMUNICATIONS INC - 740 SHS | $35,297 | $38,450 |
| WILLIAMS-SONOMA INC - 317 SHS | $11,682 | $53,614 |
| WOLVERINE WORLD WIDE INC - 1140 SHS | $13,455 | $32,843 |
| JOHNSON CONTROLS INTL - 461 SHS | $22,179 | $37,484 |
| APTIV PLC - 125 SHS | $8,231 | $20,619 |
| STERIS PLC - 450 SHS | $33,460 | $109,535 |
| INVESCO POWERSHARES - 600 SHS | $17,214 | $238,710 |
| AIM INVT INVESCO FDS OPPENHEIMER DEVELOP MARKETS - 4592.825 SHS | $175,742 | $215,863 |
| DIAMOND HILL FDS MID CAP - 7312.509 SHS | $166,030 | $208,041 |
| DODGE & COX FDS INTL STK FD - 3096.669 SHS | $140,000 | $146,441 |
| AMERICAN FUNDS EUROPACIFIC GROWTH FUND - 2483.008 SHS | $78,854 | $160,899 |
| JPMORGAN EQUITY INCOME FD - 8670.611 SHS | $165,147 | $206,794 |
| LAZARD FUNDS INTERNATIONAL STATEGIC EQUITY - 11485.206 SHS | $161,243 | $188,013 |
| LEGG MASON FUNDS CLEARBRIDGE LARGE CAP GROWTH FUND - 4041.701 SHS | $169,795 | $301,268 |
| T ROWE PRICE GROWTH STOCK FUND - 5044.354 SHS | $157,131 | $536,417 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| 1365 SHARON-COPLEY BLDG | $169,679 | $158,821 | $10,858 | $10,858 |
| 1365 SHARON-COPLEY LAND IMP. | $49,137 | $18,037 | $31,100 | $31,100 |
| OFFICE FURNITURE & FIXTURES | $46,277 | $46,066 | $211 | $211 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMPUTER | $178 | $178 | $0 |
| D & O INSURANCE | $1,810 | $543 | $1,267 |
| FURNITURE - EQUIP -ACCESSORIES | $11 | $11 | $0 |
| INDUSTRIAL INSURANCE | $139 | $42 | $97 |
| SOFTWARE & UPDATES | $585 | $585 | $0 |
| MISCELLANEOUS | $700 | $700 | $0 |
| OFFICE SUPPLIES | $543 | $163 | $380 |
| POSTAGE | $449 | $136 | $313 |
| TELEPHONE | $1,435 | $431 | $1,004 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $46,970 | Amt |
| Net Investment Income | $46,970 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE REGISTRATION FEE | $200 | $0 | $200 |
| FOREIGN TAXES | $370 | $370 | $0 |
| EXCISE TAX | $5,159 | $0 | $0 |
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