WILLIAM M AND ALYCE CAFARO FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM M AND ALYCE CAFARO FAMILY FOUNDATION (EIN 31-1550874)
- Tax period
- 2020-04-01 to 2021-03-31
- Filed
- 2022-02-03
- IRS object ID
- 202230349349101313
- Schema version
- 2020v4.2
- 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
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-02-03T15:00:11-06:00 | ReturnTs |
| Tax Period End | 2021-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132792165 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BESSEMER TRUST | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1225 FRANKLIN AVENUE SUITE 500 | AddressLine1Txt |
| City | GARDEN CITY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11530 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311550874 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WM M & A CAFARO FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 3307472661 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5577 YOUNGSTOWN WARREN RD | AddressLine1Txt |
| City | NILES | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44446 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM CAFARO | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3307472661 | PhoneNum |
| Signature | 2022-02-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WILLIAM | PersonFirstNm |
| Person Last | CAFARO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GABRIELLA FASCIANA | PreparerPersonNm |
| PTIN | P01782862 | PTIN |
| Phone | 2127089100 | PhoneNum |
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 | 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 | $36,595,751 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,500 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $266,324 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $266,165 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,551,046 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,431,404 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,551,046 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,176 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,176 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,821,046 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,818,387 | 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 |
| Other Prof Fees Rev And Expnss | $132,755 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $101,836 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $30,791 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $2,453 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $2,453 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $36,022 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $443 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $783 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $783 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $172,013 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $104,732 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $31,574 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,519,770 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,519,770 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,691,783 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $104,732 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,551,344 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $129,263 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,713,655 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $326,375 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $264,169 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $264,169 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $4,734,144 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $3,225,117 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $3,282,628 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $15,974,886 | CorporateStockBOYAmt |
| Corporate Stock EOY | $16,062,573 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $25,236,945 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,936,773 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,396,608 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,398,271 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,776,085 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,776,085 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,374,989 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $540,314 | OtherAssetsBOYAmt |
| Other Assets EOY | $675,195 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,038,749 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $26,288,577 | TotalAssetsBOYAmt |
| Total Assets EOY | $26,399,747 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $36,595,751 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $26,196 | GrantsPayableBOYAmt |
| Grants Payable EOY | $52,347 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $26,196 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $52,347 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $26,262,381 | CapitalStockBOYAmt |
| Capital Stock EOY | $26,347,400 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $26,262,381 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $26,347,400 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $26,288,577 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $26,399,747 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $26,262,381 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $129,263 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $26,391,644 | SubtotalAmt |
| Other Decreases | $44,244 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $26,347,400 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $6,808,773 | $5,648,721 | $1,160,052 | $1,160,052 |
| PUBLICLY TRADED SECURITIES | P | $5,357,999 | $5,309,450 | $48,549 | $48,549 |
| 1256 GAINS THROUGH PARTNERSHIP | P | -$538 | -$538 | ||
| THROUGH PARTNERSHIPS | P | $1,992 | $1,992 | ||
| THROUGH PARTNERSHIPS | P | $76,359 | $76,359 | ||
| CAPITAL GAINS DIVIDENDS | P | $264,632 | $264,632 | $264,632 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,551,046 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $23,820 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $23,820 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $23,820 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,232 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $27,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $39,232 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $15,412 | OverpaymentAmt |
| Applied To ES Tax | $15,412 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | AM CAFARO CS CAFARO WA CAFA | IndividualWithBooksNm |
| Phone | 3307472661 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5577 YOUNGSTOWN-WARREN ROAD | AddressLine1Txt |
| City | NILES | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44446 | 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 |
|---|---|---|---|---|---|---|---|---|
| ANTHONY M CAFARO | ||||||||
| 5577 YOUNGSTOWN-WARREN ROAD | NILES | OH | 44446 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| CAPRI S CAFARO | ||||||||
| 5577 YOUNGSTOWN-WARREN ROAD | NILES | OH | 44446 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| WILLIAM A CAFARO | ||||||||
| 5577 YOUNGSTOWN-WARREN ROAD | NILES | OH | 44446 | TRUSTEE | 5.00 | $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 | $33,733,069 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $361,772 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $34,094,841 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $34,094,841 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $511,423 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $33,583,418 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,679,171 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,679,171 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $23,820 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $23,820 | TotalTaxAmt |
| Distributable Before Adj | $1,655,351 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,655,351 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,655,351 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,551,344 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,551,344 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,551,344 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,655,351 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,516,915 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,551,344 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,516,915 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $34,429 | 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 | $1,620,922 | 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
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | AM FM CAFARO CS CAFARO | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5577 YOUNGSTOWN WARREN RD | AddressLine1Txt |
| City | NILES | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44446 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3307472661 | RecipientPhoneNum |
| Form And Info And Materials | THE APPLICATION SHOULD INCLUDE: 1)THE NAME, ADDRESS & BRIEF HISTORY OF THE ORGANIZATION, 2)A COPY OF THE TAX EXEMPTION LETTER, 3)THE TAX ID NUMBER AND 4)THE REASON FOR THE GRANT AND THE AMOUNT. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (282 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| YOUNGSTOWN STATE UNIVERSITY FOUNDATION | ||||||||
| 655 WICK AVENUE | YOUNGSTOWN | OH | 44502 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500,000 | |
| WEATHERSFIELD LOCAL SCHOOL DISTRICT | ||||||||
| 1134 SEABORN ST | MINERAL RIDGE | OH | 44440 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| THE PENGUINS CLUB YOUNGSTOWN STATE UNIVERSITY | ||||||||
| ONE UNIVERSITY PLAZA | YOUNGSTOWN | OH | 44555 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $150 | |
| ST ROSE SCHOOL | ||||||||
| 61 E MAIN ST | GIRARD | OH | 44420 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $30,000 | |
| HMHP DEVELOPMENT FOUNDATION | ||||||||
| 250 DEBARTOLO PLACE SUITE 2560 | BOARDMAN | OH | 44512 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| UNITED WAY OF TRUMBULL COUNTY | ||||||||
| 3601 YOUNGSTOWN ROAD SE | WARREN | OH | 44484 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| WARREN FAMILY MISSION | ||||||||
| PO BOX 311 | WARREN | OH | 44482 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| COMMUNITY FOUNDATION OF WESTERN PA & EASTERN OH | ||||||||
| C/O TRUMBULL COUNTY COMMUNITY | WARREN | OH | 44481 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | FOUNDATION 174 N PARK AVE SUITE 9 |
| OHIO PRESBYTERIAN RETIREMENT SERVICES FOUNDATION | ||||||||
| DBA OHIO LIVING FOUNDATION 1216 | YOUNGSTOWN | OH | 44504 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | FIFTH AVENUE |
| EARTH ANGEL FARM INC | ||||||||
| 8828 EAST MARKET ST NE | WARREN | OH | 44484 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $250 | |
| AKRON CHILDREN'S HOSPITAL OF THE MAHONING VALLEY | ||||||||
| 6505 MARKET STREET BUILDING C | BOARDMAN | OH | 44512 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| JFK CATHOLIC HIGH SCHOOL | ||||||||
| 2550 CENTRAL PARKWAY SE | WARREN | OH | 44484 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $50,000 | |
| NATIONAL ITALIAN AMERICAN FOUNDATION | ||||||||
| 1860 19TH STREET NW | WASHINGTON | DC | 20009 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $20,000 | |
| COMMUNITY FOUNDATION OF WESTERN PA & EASTERN OH | ||||||||
| C/O ROSS GRIFFIN MEMORIAL FOUNDATIO | VIENNA | OH | 44473 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $2,500 | PO BOX 561 |
| MCDONALD SIDELINES | ||||||||
| PO BOX 441 | MCDONALD | OH | 44437 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $350 | |
| DANNY PRICE CHARITIES INC | ||||||||
| 7419 EAGLE TRACE | BOARDMAN | OH | 44512 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| NILES FOOTBALL MOTHERS | ||||||||
| PO BOX 214 | NILES | OH | 44446 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $50 | |
| AMERICAN RED CROSS | ||||||||
| C/O BADGER HAWKEYE CHAPTER 4860 | MADISON | WI | 53705 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $1,500 | SHEBOYGAN AVENUE |
| YELLOW BRICK PLACE | ||||||||
| 2959 CANFIELD RD SUITE 10 | YOUNGSTOWN | OH | 44511 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| COLEMAN PROFESSIONAL SERVICES | ||||||||
| 5982 RHODES RD | KENT | OH | 44240 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $100 | |
| YOUNGSTOWN STATE UNIVERSITY | ||||||||
| ONE UNIVERSITY PLAZA | YOUNGSTOWN | OH | 44555 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $7,000 | |
| CADENCE CARE NETWORK FKA HOMES FOR KIDS INC | ||||||||
| 165 E PARK AVE PO BOX 683 | NILES | OH | 44446 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| WARREN G HARDING HIGH SCHOOL | ||||||||
| C/O WARREN FOOTBALL 860 ELM ROAD NE | WARREN | OH | 44483 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $225 | |
| BALDWIN WALLACE COLLEGE | ||||||||
| FINANCIAL AID OFFICE 275 EASTLAND | BEREA | OH | 44017 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $2,000 | RD |
| CLEVELAND STATE UNIVERSITY | ||||||||
| ATTN SCHOLARSHIP COORDINATER 2121 | CLEVELAND | OH | 44115 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $3,000 | EUCLID AVE UN340 |
| CLEVELAND STATE UNIVERSITY | ||||||||
| ATTN SCHOLARSHIP COORDINATER 2121 | CLEVELAND | OH | 44115 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $2,000 | EUCLID AVE UN340 |
| DUQUESNE UNIVERSITY | ||||||||
| CASHIERS OFFICE 600 FORBES AVENUE | PITTSBURGH | PA | 15282 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $2,000 | |
| KENT STATE UNIVERSITY | ||||||||
| PO BOX 5190 | KENT | OH | 44242 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| OHIO STATE UNIVERSITY | ||||||||
| STUDENT ACADEMICS SERVICES BUILDING | COLUMBUS | OH | 43210 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $3,000 | 2ND FLOOR 281 W LANE AVE |
| OHIO UNIVERSITY | ||||||||
| OFFICE OF THE BURSAR PO BOX 960 | ATHENS | OH | 45701 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $2,000 | |
| UNIVERSITY OF AKRON | ||||||||
| STUDENT ACCOUNTS/BURSAR PO BOX 2260 | AKRON | OH | 44309 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $3,000 | |
| URSULINE HIGH SCHOOL | ||||||||
| 750 WICK AVE | YOUNGSTOWN | OH | 44505 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $2,000 | |
| WESTMINSTER COLLEGE | ||||||||
| 319 S MARKET ST | NEW WILMINGTON | PA | 16172 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $3,000 | |
| YOUNGSTOWN STATE UNIVERSITY | ||||||||
| FINANCIAL AID OFFICE ONE UNIVERSITY | YOUNGSTOWN | OH | 44502 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $14,000 | PLAZA MESHEL HALL 203 |
| YOUNGSTOWN STATE UNIVERSITY | ||||||||
| FINANCIAL AID OFFICE ONE UNIVERSITY | YOUNGSTOWN | OH | 44502 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $32,000 | PLAZA MESHEL HALL 203 |
| MIAMI UNIVERSITY | ||||||||
| PAYMENT CENTER 301 S CAMPUS AVE | OXFORD | OH | 45056 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $7,000 | ROOM 123 |
| UNIVERSITY OF NORTH CAROLINA CHAPEL HILL | ||||||||
| OFFICE OF THE UNIVERSITY SUITE 2215 | CHAPEL HILL | NC | 27599 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $3,000 | SASB NORTH CB 1400 |
| CAPITAL UNIVERSITY | ||||||||
| STUDENT ACCOUNTS OFFICE 1 COLLEGE | COLUMBUS | OH | 43209 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $3,000 | AND MAIN |
| OBLATE SISTERS OF THE SACRED HEART OF JESUS | ||||||||
| 50 WARNER RD | HUBBARD | OH | 44425 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |
| TECH BELT ENERGY INNOVATION CENTER AKA BRITE ENERGY INNOVATORS | ||||||||
| 125 W MARKET ST | WARREN | OH | 44481 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |
| THE WARREN PHILHARMONIC ORCHESTRA | ||||||||
| PO BOX 8507 | WARREN | OH | 44484 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| TRUMBULL COUNTY HISTORICAL SOCIETY | ||||||||
| 303 MONROE ST NW PO BOX 1907 | WARREN | OH | 44483 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| AKRON CHILDREN'S HOSPITAL OF THE MAHONING VALLEY | ||||||||
| 6505 MARKET STREET | BOARDMAN | OH | 44512 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| SIGHT FOR ALL UNITED | ||||||||
| PO BOX 125 | YOUNGSTOWN | OH | 44501 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| JOHN F KENNEDY CATHOLIC SCHOOL | ||||||||
| C/O JFK GOALINERS FOOTBALL BOOSTER | WARREN | OH | 44484 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | CLUB 300 COUNTRY CLUB DR SE |
| HOWLAND LITTLE TIGERS FOOTBALL | ||||||||
| PO BOX 534 | WARREN | OH | 44482 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $150 | |
| ON TARGET OUTFITTERS | ||||||||
| PO BOX 903 | CANFIELD | OH | 44406 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| THIEL COLLEGE | ||||||||
| STUDENT ACCOUNTS 75 COLLEGE AVE | GREENVILLE | PA | 16125 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $3,000 | |
| THE PENGUINS CLUB YOUNGSTOWN STATE UNIVERSITY | ||||||||
| ONE UNIVERSITY PLAZA | YOUNGSTOWN | OH | 44555 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $2,000 | |
| UNITED WAY OF ERIE COUNTY | ||||||||
| 135 EAST WASHINGTON ROW STE C | SANDUSKY | OH | 44870 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| YOUNGSTOWN AREA JEWISH FEDERATION | ||||||||
| 505 GYPSY LANE | YOUNGSTOWN | OH | 44504 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| YOUNGSTOWN SYMPHONY SOCIETY | ||||||||
| 260 W FEDERAL STREET | YOUNGSTOWN | OH | 44503 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $1,500 | |
| VETERANS OUTREACH | ||||||||
| 7 BELGRADE AVE | LIBERTY | OH | 44505 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $100 | |
| URSULINE HIGH SCHOOL | ||||||||
| 750 WICK AVE | YOUNGSTOWN | OH | 44505 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $20,000 | |
| YOUNGSTOWNWARREN REGIONAL CHAMBER OF COMMERCE FOUNDATION | ||||||||
| CITY CENTRE ONE SUITE 500 100 E | YOUNGSTOWN | OH | 44503 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $50,000 | FEDERAL STREET |
| UNITED WAY OF MONROE - LENAWEE COUNTIES | ||||||||
| 216 N MONROE STREET | MONROE | MI | 48162 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $100 | |
| NORTHERN APPALACHIAN TEEN CHALLENGE INC | ||||||||
| PO BOX 4253 | CLARKSBURG | WV | 26302 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| DUBUQUE COMMUNITY SCHOOL DISTRICT | ||||||||
| C/O CORNERSTONE ACADEMY 1090 ALTA | DUBUQUE | IA | 52001 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | VISTA ST |
| GOLDEN 22 FOUNDATION INC | ||||||||
| 4001 S PINE ST PO BOX 112121 | TACOMA | WA | 98444 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $750 | |
| EASTER SEALS REHABILITATION CENTER INC | ||||||||
| 1305 NATIONAL ROAD | WHEELING | WV | 26003 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| FACING HUNGER FOODBANK INC | ||||||||
| 1327 7TH AVENUE | HUNTINGTON | WV | 25701 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |
| MONROE COUNTY OPPORTUNITY PROGRAM | ||||||||
| 1140 S TELEGRAPH RD | MONROE | MI | 48161 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |
| URSULINE HIGH SCHOOL | ||||||||
| 750 WICK AVE | YOUNGSTOWN | OH | 44505 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |
| GAME CHANGERS LEADERSHIP & PEER MENTORING INITIATIVE | ||||||||
| 125 W MARKET ST | WARREN | OH | 44481 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| SHEPHERD'S CORNER INC | ||||||||
| PO BOX 101 | BRIDGEPORT | WV | 26330 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| THE SOUP KITCHEN OF GREATER WHEELING | ||||||||
| PO BOX 546 | WHEELING | WV | 26003 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |
| OBLATE SISTERS OF THE SACRED HEART OF JESUS | ||||||||
| 50 WARNER RD | HUBBARD | OH | 44425 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| WARREN FAMILY MISSION | ||||||||
| PO BOX 311 | WARREN | OH | 44482 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| LAKE ERIE COLLEGE OF OSTEOPATHIC MEDICINE | ||||||||
| 1858 W GRANDVIEW BLVD | EIRE | PA | 16509 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $15,000 | |
| MAHONING VALLEY COLLEGE ACCESS PROGRAM | ||||||||
| 105 HIGH ST NE | WARREN | OH | 44481 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| COMMUNITY VOLUNTEER COUNCIL | ||||||||
| 1642 W MARKET ST | WARREN | OH | 44485 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $400 | |
| NORTHEAST OHIO ADOPTION SERVICES | ||||||||
| 5000 E MARKET ST SUITE 26 | WARREN | OH | 44484 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| YOUNGSTOWN MAHONING VALLEY UNITED WAY | ||||||||
| 255 WATT ST | YOUNGSTOWN | OH | 44505 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $2,500 | |
| VOLUNTEERS OF AMERICA OHIO & INDIANA | ||||||||
| C/O SANDUSKY CROSSROADS SHELTER | CLEVELAND | OH | 44141 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | 8225 BRECKSVILLE RD SUITE 206 |
| FREDERICKSBURG REGIONAL FOODBANK | ||||||||
| PO BOX 1006 | FREDERICKSBURG | VA | 22402 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| THURMAN BRISBEN HOMELESS SHELTER | ||||||||
| C/O THURMAN BRISBEN CENTER PO BOX | FREDERICKSBURG | VA | 22402 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | 1295 |
| MARY WASHINGTON HELATHCARE | ||||||||
| 2300 FALL HILL AVE SUITE 401 | FREDERICKSBURG | VA | 22401 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| COMMUNITY FOUNDATION OF THE RAPPAHANNOCK RIVER REGION INC | ||||||||
| C/O BARON P BRASWELL II MEMORIAL | FREDERICKSBURG | VA | 22404 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | FUND PO BOX 208 |
| LOISANNS HOPE HOUSE | ||||||||
| 902 LAFAYETTE BLVD | FREDERICKSBURG | VA | 22401 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| CHANCELLOR LIONS CLUB CHARITIES INC | ||||||||
| 2215 PLAND RD PMB 206 | FREDERICKSBURG | VA | 22401 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |
| LSELB SPORTS | ||||||||
| 1620 PARADE ST | ERIE | PA | 16503 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| JUST A HAND | ||||||||
| PO BOX 1362 | LOCUST GROVE | VA | 22508 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| COMMUNITY FOUNDATION OF WESTERN PA & EASTERN OH | ||||||||
| C/O SHENANGO VALLEY CHAMBER OF | SHARON | PA | 16146 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | COMMERCE 41 CHESTNUT AVENUE |
| AMERICAN FOUNDATION FOR SUICIDE PREVENTION | ||||||||
| C/O PADUCAH OUT OF THE DARKNESS | KEVIL | KY | 42053 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | WALK 210 MCKENNA DRIVE |
| NORTHWESTERN PENNSYLVANIA HUMANE SOCIETY | ||||||||
| C/O ERIE HUMANE SOCIETY 2407 | ERIE | PA | 16506 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | ZIMMERLY RD |
| TRINITY HEALTH FOUNDATION | ||||||||
| 380 SUMMIT AVE | STEUBENVILLE | OH | 43952 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| MONROE COUNTY BUSINESS DEVELOPMENT CORPORATION | ||||||||
| PO BOX 926 | MONROE | MI | 48161 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| ERIE COUNTY OFFICE OF AUDITOR | ||||||||
| C/O DEPARTMENT OF JOB FAMILY | SANDUSKY | OH | 44870 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | SERVICES 221 W PARISH ST |
| ST BONIFACE CATHOLIC CHURCH ST BONIFACE FOOD PANTRY | ||||||||
| C/O GREEN TOWNSHIP 9333 TATE ROAD | ERIE | PA | 16509 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| NILES FOOTBALL MOTHERS | ||||||||
| PO BOX 214 | NILES | OH | 44446 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $50 | |
| HABITAT FOR HUMANITY | ||||||||
| 14930 LAPLAISANCE ROAD SUITE 111 | MONROE | MI | 48161 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| HILLCREST FAMILY SERVICES | ||||||||
| 2005 ASBURY ROAD | DUBUQUE | IA | 52001 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| UNITED WAY OF HARRISON COUNTY INC | ||||||||
| PO BOX 2452 | CLARKSBURG | WV | 26302 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| ERIE FREE STORE INC | ||||||||
| PO BOX 3802 | ERIE | PA | 16508 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| SAFE JOURNEY | ||||||||
| PO BOX 208 | UNION CITY | PA | 16438 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| SMART BEGINNINGS RAPPAHANNOCK AREA | ||||||||
| 4701 MARKET ST SUITE C | FREDERICKSBURG | VA | 22408 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| ERIE FAMILY CENTER | ||||||||
| C/O DIAPER DEPOT 606 RASPBERRY ST | ERIE | PA | 16502 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| AUTISM SOCIETY NORTHWESTERN PENNSYLVANIA | ||||||||
| 1062 BROWN AVE SUITE 200B | ERIE | PA | 16508 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| AMERICAN CANCER SOCIETY | ||||||||
| 10501 EUCLID AVENUE | CLEVELAND | OH | 44106 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |
| BIG BROTHERS & BIG SISTER OF MAHONING VALLEY | ||||||||
| 325 NORTH STATE STREET | GIRARD | OH | 44420 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |
| DUQUESNE UNIVERSITY | ||||||||
| DIVISION OF UNIVERSITY ADVANCEMENT | PITTSBURGH | PA | 15282 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $150 | 600 FORBES AVENUE |
| CADENCE CARE NETWORK FKA HOMES FOR KIDS INC | ||||||||
| 165 E PARK AVE PO BOX 683 | NILES | OH | 44446 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |
| OUR LADY OF MOUNT CARMEL BASILICA | ||||||||
| 343 VIA MT CARMEL | YOUNGSTOWN | OH | 44505 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| SECOND HARVEST FOOD BANK | ||||||||
| 2805 SALT SPRINGS ROAD | YOUNGSTOWN | OH | 44509 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| YOUNGSTOWN AREA JEWISH FEDERATION | ||||||||
| 505 GYPSY LANE | YOUNGSTOWN | OH | 44504 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| ASSOCIATION OF FUNDRAISING PROFESSIONALS MAHONING-SHENANGO CHAPTER | ||||||||
| PO BOX 672 | YOUNGSTOWN | OH | 44501 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $225 | |
| TRUMBULL COUNTY HISTORICAL SOCIETY | ||||||||
| 303 MONROE ST NW PO BOX 1907 | WARREN | OH | 44483 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $8,500 | |
| MCDONALD LOCAL SCHOOL DISTRICT | ||||||||
| 600 IOWA AVENUE | MCDONALD | OH | 44437 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| WGH SWIM & DIVE BOOSTER INC | ||||||||
| WGH PARENTS OF SWIM DIVE 174 FULLER | WARREN | OH | 44484 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | DRIVE NE |
| THE SALVATION ARMY | ||||||||
| 2014-C LAFAYETTE BLVD | FREDERICKSBURG | VA | 22401 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| PUYALLUP VALLEY ST FRANCIS HOUSE | ||||||||
| PO BOX 156 | PUYALLUP | WA | 98371 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |
| ST PETER EVANGELICAL CHURCH | ||||||||
| C/O BOY SCOUT TROOP 208 243 | NORWALK | OH | 44857 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | BENEDICT AVE |
| COMMUNITY FOUNDATION OF MONROE COUNTY | ||||||||
| 28 S MACOMB ST | MONROE | MI | 48161 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |
| THE SALVATION ARMY | ||||||||
| PUYALLUP VALLEY CORPS 4009 9TH | PUYALLUP | WA | 98373 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | STREET SW |
| ART OUTREACH GALLERY INC | ||||||||
| PO BOX 95 | NILES | OH | 44446 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |
| BALLET WESTERN RESERVE | ||||||||
| PO BOX 1684 | YOUNGSTOWN | OH | 44501 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| OBLATE SISTERS OF THE SACRED HEART OF JESUS | ||||||||
| 50 WARNER RD | HUBBARD | OH | 44425 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |
| OUR LADY OF MOUNT CARMEL CHURCH | ||||||||
| 381 ROBBINS AVENUE | NILES | OH | 44446 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $250 | |
| OUR LADY OF MOUNT CARMEL BASILICA | ||||||||
| 343 VIA MT CARMEL | YOUNGSTOWN | OH | 44505 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $7,500 | |
| ST EDWARD PARISH | ||||||||
| 240 TOD LANE | YOUNGSTOWN | OH | 44504 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |
| ST ROSE CATHOLIC CHURCH | ||||||||
| 48 E MAIN ST | GIRARD | OH | 44420 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $7,500 | |
| SHEPHERD'S FOUNDATION | ||||||||
| 5525 SILCA ROAD | AUSTINTOWN | OH | 44515 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $2,500 | |
| WARREN CITY SCHOOL | ||||||||
| 105 HIGH ST NE | WARREN | OH | 44481 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| WARREN FAMILY MISSION | ||||||||
| PO BOX 311 | WARREN | OH | 44482 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $100 | |
| WARREN JUNIOR WOMEN'S LEAGUE GFWC | ||||||||
| PO BOX 428 | WARREN | OH | 44482 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |
| YOUNGSTOWN STATE UNIVERSITY FOUNDATION | ||||||||
| 655 WICK AVENUE | YOUNGSTOWN | OH | 44502 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $100,000 | |
| COMMUNITY FOUNDATION OF WESTERN PA & EASTERN OH | ||||||||
| C/O YARBCC CHARITABLE FUND 462 | HUBBARD | OH | 44425 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $1,500 | ELIZABETH STREET |
| AUTISM SOCIETY OF MAHONING VALLEY | ||||||||
| PO BOX 151 | CANFIELD | OH | 44406 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| MIRACLES OCCUR DAYS ENRICHED | ||||||||
| 4301 DARROW RD SUITE 2300 | STOW | OH | 44224 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| TROOP 101 ALUMNI ASSOCIATION | ||||||||
| 1125 WESTOVER DR SE | WARREN | OH | 44484 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $100 | |
| WD PACKARD FOUNDATION | ||||||||
| 649 PERKINS DR NW | WARREN | OH | 44483 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $100 | |
| BELIEVERS' CHRISTIAN FELLOWSHIP | ||||||||
| 2577 SCHENLEY AVE NE | WARREN | OH | 44483 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $2,000 | |
| ERIE RISE LEADERSHIP ACADEMY CHARTER SCHOOL | ||||||||
| 1006 W 10TH ST | ERIE | PA | 16502 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| MISSION EMPOWER | ||||||||
| 1611 PEACH ST SUITE 120 | ERIE | PA | 16501 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| ALZHEIMER'S DISEASE & RELATED DISORDERS ASSOCIATON INC | ||||||||
| ALZHEIMERS ASSOCIATION 1601 2ND AVE | CHARLESTON | WV | 25387 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| ERIE UNITED METHODIST ALLIANCE INC | ||||||||
| C/O LIBERTY HOUSE 1033 E 26TH ST | ERIE | PA | 16504 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| APPLE BREAST CANCER WARRIOR FOUNDATION | ||||||||
| 515 DEER RUN DRIVE | YOUNGSTOWN | OH | 44512 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| WOMEN EMPOWERING WOMEN | ||||||||
| DBA PAULAS HOUSE PO BOX 2002 | MONROE | MI | 48161 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| WEST VIRGINIA RESCUE MINISTRIES INC | ||||||||
| UNION MISSION OF FAIRMONT 107 | FAIRMONT | WV | 26554 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $508 | JEFFERSON ST |
| TEAYS VALLEY COMMUNITY IN ACTION | ||||||||
| C/O PUTNAM SHOES FOR CHILDREN PO | HURRICANE | WV | 25526 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | BOX 1050 |
| CHANCELLOR LIONS CLUB CHARITIES INC | ||||||||
| 2215 PLAND RD PMB 206 | FREDERICKSBURG | VA | 22401 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |
| HOWLAND LOCAL SCHOOLS | ||||||||
| 8200 SOUTH ST SE | WARREN | OH | 44484 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| JUNIOR ACHIEVEMENT | ||||||||
| 900 JACKSON STREET LL5-2F | DUBUQUE | IA | 52001 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $750 | |
| PROJECT DIEHARD LLC | ||||||||
| 2780 NEW HOLT RD D365 | PADUCAH | KY | 42001 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| BUFFALO SOLDIERS & TROOPERS MOTORCYCLE CLUB | ||||||||
| CONFLUENCE RIVERS ILLINOIS CHAPTER | CAIRO | IL | 62914 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | PO BOX 124 |
| ANIMAL WELFARE LEAGUE OF TRUMBULL COUNTY | ||||||||
| 812 YOUNGSTOWN KINGSVILLE RD SE PO | VIENNA | OH | 44473 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | BOX 66 |
| CHILDREN'S REHABILITATION CENTER | ||||||||
| 885 HOWLAND WILSON RD NE | WARREN | OH | 44484 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |
| FANCONI ANEMIA RESEARCH FUND | ||||||||
| 1801 WILLAMETTE STREET SUITE 200 | EUGENE | OR | 97401 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |
| INSPIRING MINDS | ||||||||
| 837 WOODLAND ST NE | WARREN | OH | 44483 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $250 | |
| JFK CATHOLIC HIGH SCHOOL | ||||||||
| 2550 CENTRAL PARKWAY SE | WARREN | OH | 44484 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |
| LOAVES & FISHES | ||||||||
| PO BOX 3241 | CLARKSVILLE | TN | 37043 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| WOMEN AWARE INC | ||||||||
| DBA MERRYMAN HOUSE PO BOX 98 | PADUCAH | KY | 42002 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| ST JOSEPH THE PROVIDER CATHOLIC SCHOOL | ||||||||
| 1145 TURIN AVE | YOUNGSTOWN | OH | 44510 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |
| THE SALVATION ARMY | ||||||||
| PO BOX 416 | DUBUQUE | IA | 52004 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| THE SALVATION ARMY | ||||||||
| PO BOX 97 | LAKE MILTON | OH | 44429 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $250 | |
| TRUMBULL MOBILE MEALS INC | ||||||||
| 323 E MARKET ST | WARREN | OH | 44481 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| MANNA CAF MINISTRIES | ||||||||
| 1960-J MADISON ST SUITE 312 | CLARKSVILLE | TN | 37043 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| NE OHIO ST VINCENT DEPAUL DIOCESAN COUNCIL INC | ||||||||
| SOCIETY OF ST VINCENT DEPAUL INC | WARREN | OH | 44484 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | 2431 NILES ROAD SE |
| ERNIE'S GIFT 4 CJD | ||||||||
| 5 CAMPVIEW DRIVE | BARBOURSVILLE | WV | 25504 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| OHIO PRESBYTERIAN RETIREMENT SERVICES FOUNDATION | ||||||||
| DBA OHIO LIVING FOUNDATION 6715 | CANFIELD | OH | 44406 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | TIPPECANOE PLACE |
| CIVITAN INTERNATIONAL | ||||||||
| ONE CIVITAN PLACE | BIRMINGHAM | AL | 35213 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| SLEEP IN HEAVENLY PEACE | ||||||||
| 230 FOX RUN | CORTLAND | OH | 44410 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| PADUCAH HABITAT FOR HUMANITY | ||||||||
| PO BOX 7343 | PADUCAH | KY | 42002 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| SANCTUARY INC | ||||||||
| PO BOX 1165 | HOPKINSVILLE | KY | 42241 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| JACKETS FROM JULIA | ||||||||
| 3006 ELWOOD DRIVE WEST | UNIVERSITY PLACE | WA | 98466 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| AUSTINTOWN MAT BOOSTERS | ||||||||
| 4870 WARWICK DR S | CANFIELD | OH | 44406 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $100 | |
| DRUG EDUCATION OFFICERS OF MAHONING VALLEY | ||||||||
| 92 OHLTOWN RD | AUSTINTOWN | OH | 44515 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| NATIONAL FIRE SAFETY COUNCIL INC | ||||||||
| C/O NILES FIRE DEPARTMENT 15 EAST | NILES | OH | 44446 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $750 | STATE STREET |
| SCOPE INC OF TRUMBULL COUNTY OHIO | ||||||||
| C/O SCOPE SENIOR SERVICES 375 N | WARREN | OH | 44481 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | PARK |
| WARREN FAMILY MISSION | ||||||||
| PO BOX 311 | WARREN | OH | 44482 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $250 | |
| BELLA WOMEN'S CENTER | ||||||||
| 1192 NORTH RD NE | WARREN | OH | 44483 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $600 | |
| COMMUNITY FOUNDATION OF WESTERN PA & EASTERN OH | ||||||||
| C/O ROSS GRIFFIN MEMORIAL FOUNDATIO | VIENNA | OH | 44473 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $2,500 | PO BOX 561 |
| ALL CHILDREN LEARN DIFFERENTLY SCHOOL | ||||||||
| 118 E WOOD STREET | YOUNGSTOWN | OH | 44503 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| HOWLAND LOCAL SCHOOLS | ||||||||
| 8200 SOUTH ST SE | WARREN | OH | 44484 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| CONNECTING LINK INC | ||||||||
| 205 FAIRMONT AVE | FAIRMONT | WV | 26554 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| OAKS VILLAGE | ||||||||
| 1018 E SECOND ST | MONROE | MI | 48161 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| PUYALLUP HISTORY SOCIETY AT MEEKER MANSION | ||||||||
| PO BOX 103 312 SPRING ST | PUYALLUP | WA | 98372 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| MS INC | ||||||||
| DBA THE MUSTARD SEED PO BOX 2709 | CLARKSVILLE | WV | 26302 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| SOBRANIA INC SOAP OPERA | ||||||||
| PO BOX 10 425 QUINCY ST | FAIRMONT | WV | 26555 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| DUBUQUE FOOD PANTRY | ||||||||
| PO BOX 1664 | DUBUQUE | IA | 52004 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $750 | |
| MOUNTAINEER FOOD BANK | ||||||||
| 484 ENTERPRISE DR | GASSAWAY | WV | 26624 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| WHEELING PARK HIGH SCHOOL | ||||||||
| 1976 PARK VIEW DRIVE | WHEELING | WV | 26003 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| RONALD MCDONALD HOUSE CHARITIES | ||||||||
| 1500 17TH STREET | HUNTINGTON | WV | 25701 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $200 | |
| ARMED SERVICES YMCA OF THE USA | ||||||||
| 3068 REED AVE | FORT CAMPBELL | KY | 42223 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| LITTLE VICTORIES ANIMAL RESCUE GROUP | ||||||||
| PO BOX 247 | BARBOURSVILLE | WV | 25504 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $300 | |
| GETHSEMANE FULL GOSPEL CHURCH | ||||||||
| 2243C LOWES DR | CLARKSVILLE | TN | 37040 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| AMERICAN RED CROSS | ||||||||
| 193 29TH STREET | WHEELING | WV | 26003 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $100 | |
| EASTER SEALS REHABILITATION CENTER INC | ||||||||
| 1305 NATIONAL ROAD | WHEELING | WV | 26003 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $100 | |
| YOUTH SERVICES SYSTEM | ||||||||
| 87 15TH STREET PO BOX 6041 | WHEELING | WV | 26003 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $100 | |
| UNITED WAY OF UPPER OHIO VALLEY | ||||||||
| 1307 CHAPLIN STREET | WHEELING | WV | 26003 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $100 | |
| TRINITY HEALTH FOUNDATION | ||||||||
| 380 SUMMIT AVE | STEUBENVILLE | OH | 43952 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $100 | |
| CHURCH OF CHRIST OF MARTIN'S FERRY | ||||||||
| 700 GRANT AVE | MARTINS FERRY | OH | 43935 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| DIRTY VAGABOND MINISTRIES INC | ||||||||
| PO BOX 4284 | STEUBENVILLE | OH | 43952 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $100 | |
| ST CLAIRSVILLE ROTARY FOUNDATION | ||||||||
| 66827 SCENIC VALLEY DRIVE | ST CLAIRSVILLE | OH | 43950 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $100 | |
| BELMONT COUNTY CAT STRAY SHUN PROGRAM | ||||||||
| PO BOX 207 | MORRISTOWN | OH | 43759 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $300 | |
| THE SALVATION ARMY | ||||||||
| 315 37TH STREET | BELLAIRE | OH | 43906 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| GABBY'S LADDER INC | ||||||||
| PO BOX 2107 | MONROE | MI | 48161 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| ST PETER EVANGELICAL CHURCH | ||||||||
| C/O BOY SCOUT TROOP 208 243 | NORWALK | OH | 44857 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $100 | BENEDICT AVE |
| PAWS FOR A CAUSE OHIO VALLEY | ||||||||
| 721 HILLCREST LANE | GLEN DALE | WV | 26038 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $200 | |
| LEFTY GROVE BASEBALL LEAGUE INC | ||||||||
| PO BOX 918 | NORWALK | OH | 44857 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $100 | |
| HEARTBEAT OF SANDUSKY | ||||||||
| 3423 COLUMBUS AVENUE | SANDUSKY | OH | 44870 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $100 | |
| CHILD WATCH CHILDREN'S ADVOCACY CENTER | ||||||||
| 1118 JEFFERSON ST | PADUCAH | KY | 42001 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| JUNIOR ACHIEVEMENT | ||||||||
| NORTHWOOD CENTER 1601 MOTOR INN | GIRARD | OH | 44420 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | DRIVE 305 |
| OUR LADY OF MT CARMEL BASILICA | ||||||||
| 343 VIA MT CARMEL | YOUNGSTOWN | OH | 44505 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| ST ROSE SCHOOL | ||||||||
| 61 E MAIN ST | GIRARD | OH | 44420 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $50,000 | |
| UNITED WAY OF ERIE COUNTY | ||||||||
| 135 EAST WASHINGTON ROW | SANDUSKY | OH | 44870 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |
| SAINT STEPHEN PARISH | ||||||||
| 129 W PARK AVE | NILES | OH | 44446 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $100 | |
| NEWTON FALLS YOUTH BASEBALL & SOFTBALL LEAGUE | ||||||||
| PO BOX 123 | NEWTON FALLS | OH | 44444 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| ALL THINGS FUN SPORTS | ||||||||
| 15127 MAIN ST E SUITE 104 PMB 405 | SUMNER | WA | 98390 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| RIBBONS OF MONROE INC | ||||||||
| 15195 S DIXIE HWY | MONROE | MI | 48161 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| KEYSTONE BLIND ASSOCIATION | ||||||||
| 3056 E STATE ST | HERMITAGE | PA | 16148 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $100 | |
| A SPECIAL WISH FOUNDATION | ||||||||
| PO BOX 674 | ST CLAIRSVILLE | OH | 43950 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $100 | |
| FAIRHAVEN FOUNDATION | ||||||||
| 45 NORTH RD | NILES | OH | 44446 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $2,000 | |
| NILES FOOTBALL MOTHERS | ||||||||
| PO BOX 214 | NILES | OH | 44446 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $750 | |
| HOPE FOR ERIE ANIMAL WELLNESS | ||||||||
| 32708 FOREST HOME RD | UNION CITY | PA | 16438 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $300 | |
| END SLAVERY TENNESSEE | ||||||||
| PO BOX 160069 | NASHVILLE | TN | 37216 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| RANDY FAIPLER MEMORIAL FOUNDATION | ||||||||
| 5303 WOODBRIDGE CT | ERIE | PA | 16508 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| THE WISHING WELL FOUNDATION | ||||||||
| 16524 89TH AVE E | PUYALLUP | WA | 98375 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| BONNEY LAKE COMMUNITY RESOURCES | ||||||||
| PO BOX 7521 | BONNEY LAKE | WA | 98391 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| PAULA S COUSINS OVARIAN & ENDOMETRIAL CANCER FOUNDATION | ||||||||
| 227 TEMPLETON AVE | GIRARD | PA | 16417 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $200 | |
| CHRIST TEMPLE CHURCH INC | ||||||||
| 2400 JOHNSTOWN RD | HUNTINGTON | WV | 25701 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| OBLATE SISTERS OF THE SACRED HEART OF JESUS | ||||||||
| 50 WARNER RD | HUBBARD | OH | 44425 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |
| OUR LADY OF MT CARMEL CHURCH | ||||||||
| 381 ROBBINS AVENUE | NILES | OH | 44446 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $250 | |
| OUR LADY OF MT CARMEL BASILICA | ||||||||
| 343 VIA MT CARMEL | YOUNGSTOWN | OH | 44505 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| ST EDWARD PARISH | ||||||||
| 240 TOD LANE | YOUNGSTOWN | OH | 44504 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |
| ST ROSE CATHOLIC CHURCH | ||||||||
| 48 E MAIN ST | GIRARD | OH | 44420 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| 5455 NORTH HIGH STREET | COLUMBUS | OH | 43214 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $1,500 | |
| AMERICAN RED CROSS | ||||||||
| 125 FAIR STREET | FINDLAY | OH | 45840 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| CAMP ALBRECHT ACRES OF THE MIDWEST INC | ||||||||
| 14837 SHERRILL RD PO BOX 50 | SHERRILL | IA | 52073 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| CHILD ADVOCACY NETWORK OF MONROE COUNTY | ||||||||
| PO BOX 501 | MONROE | MI | 48161 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $150 | |
| COMMUNITIES IN SCHOOLS OF PUYALLUP | ||||||||
| 302 SECOND ST | PUYALLUP | WA | 98372 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| FAMILY SERVICES SOCIETY INC | ||||||||
| 827 JOE CLIFTON DR | PADUCAH | KY | 42001 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| HOPE UNLIMITED FAMILY CARE CENTER | ||||||||
| 1101 JEFFERSON ST | PADUCAH | KY | 42001 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| MAKE-A-WISH FOUNDATION | ||||||||
| 3009 104TH STREET | URBANDALE | IA | 50322 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| RONALD MCDONALD HOUSE CHARITIES | ||||||||
| 2144 FAIRFAX AVENUE | NASHVILLE | TN | 37212 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| MONROE COUNTY INTERMEDIATE SCHOOL DISTRICT | ||||||||
| C/O GREAT START COLLABORATIVE 1101 | MONROE | MI | 48161 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | S RAISINVILLE RD |
| NILES HISTORICAL SOCIETY | ||||||||
| 503 BROWN ST PO BOX 368 | NILES | OH | 44446 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| SEEING HAND ASSOCIATION INC | ||||||||
| 750 MAIN ST | WHEELING | WV | 26003 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $350 | |
| VALLEY HOSPICE INC | ||||||||
| 10686 STATE ROUTE 150 | RAYLAND | OH | 43943 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| STARFISH ORPHAN MINISTRY INC | ||||||||
| 1000 BROADWAY | PADUCAH | KY | 42001 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| CABELL WAYNE ASSOC OF THE BLIND INC | ||||||||
| 38 WASHINGTON AVE | HUNTINGTON | WV | 25701 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| YWCA WHEELING | ||||||||
| 1100 CHAPLINE ST | WHEELING | WV | 26003 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $350 | |
| LILY'S PLACE | ||||||||
| PO BOX 2 | HUNTINGTON | WV | 25706 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| QUILTS OF VALOR FOUNDATION | ||||||||
| C/O QUILTING IN CLARKSVILLE 116 | HOPKINSVILLE | KY | 42240 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | MARTIN COURT |
| CASSIDY'S CAUSE THERAPEUTIC RIDING ACADEMY | ||||||||
| 6075 CLINTON RD | PADUCAH | KY | 42001 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| BENCHMARK FAMILY SERVICES INC | ||||||||
| 3524 PARK PLAZA RD | PADUCAH | KY | 42001 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| HUMANE SOCIETY OF HARRISON COUNTY INC OF WEST VIRGINIA | ||||||||
| PO BOX 4397 | CLARKSBURG | WV | 26302 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| WEST VIRGINIA TREBLE MAKERS INC | ||||||||
| PO BOX | SCOTT DEPOT | WV | 25560 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| PAWS FOR PURPLE HEARTS | ||||||||
| 7404 COMMERCE WAY UNIT D | RUTHER GLEN | VA | 22546 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| WEST VIRGINIA YOUTH WRESTLING ASSOC | ||||||||
| C/O BRIDGEPORT YOUTH WESTLING CLUB | BRIDGEPORT | WV | 26330 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | 3018 DOGWOOD RD |
| SUMMIT CHRISTIAN ACADEMY | ||||||||
| PO BOX 1026 | MAYFIELD | KY | 42066 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| PRESTERA CENTER FOR MENTAL HEALTH SERVICES INC | ||||||||
| PO BOX 2672 | HUNTINGTON | WV | 25726 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| AMERICAN SUICIDE FOUNDATION | ||||||||
| C/O AFSP 1109 TIMBERVIEW DR | CHARLESTON | WV | 25314 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| HUMANE SOCIETY OF ERIE COUNTY | ||||||||
| 1911 SUPERIOR ST | SANDUSKY | OH | 44870 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $700 | |
| BRIDGE STREET MIDDLE SCHOOL | ||||||||
| 19 JUNIOR AVE | WHEELING | WV | 26003 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| FREDERICKSBURG AREA REGIONAL HEALTH CARE COUNCIL INC | ||||||||
| C/O LLOYD F MOSS FREE CLINIC 10301 | FREDERICKSBURG | VA | 22401 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | SAM PERRY BLVD |
| CHILDREN WITH HAIR LOSS | ||||||||
| 12776 DIXIE HIGHWAY | SOUTH ROCKWOOD | MI | 48179 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $250 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| 300 5TH AVENUE SUITE 6 | WALTHAM | MA | 02451 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| AUTISM SOCIETY OF MAHONING VALLEY | ||||||||
| PO BOX 151 | CANFIELD | OH | 44406 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| BASCOM ELEMENTARY SCHOOL | ||||||||
| 1015 N LEAVITT RD | LEAVITTSBURG | OH | 44430 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| HOWLAND SCHOOLS PTO | ||||||||
| 8000 BRIDLE LANE | WARREN | OH | 44484 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $250 | |
| AKRON CHILDREN'S HOSPITAL OF THE MAHONING VALLEY | ||||||||
| 6505 MARKET STREET BUILDING C | BOARDMAN | OH | 44512 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $250 | |
| DIOCESE OF YOUNGSTOWN | ||||||||
| 144 W WOOD STREET | YOUNGSTOWN | OH | 44503 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $40,000 | |
| FRANKIE'S FRIENDS | ||||||||
| 2950 BUSCH LAKE BLVD | TAMPA | FL | 33614 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |
| KEARSARGE FIRE DEPARTMENT | ||||||||
| 4930 WEST ST | ERIE | PA | 16509 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $12,500 | |
| WARREN FAMILY MISSION | ||||||||
| PO BOX 311 | WARREN | OH | 44482 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $100 | |
| YOUNGSTOWN AREA JEWISH FEDERATION | ||||||||
| 505 GYPSY LANE | YOUNGSTOWN | OH | 44504 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| YOUNGSTOWNWARREN REGIONAL CHAMBER OF COMMERCE FOUNDATION | ||||||||
| CITY CENTRE ONE SUITE 500 100 E | YOUNGSTOWN | OH | 44503 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $2,500 | FEDERAL STREET |
| DOWN SYNDROME ASSOCIATION OF THE VALLEY | ||||||||
| 945 BOARDMAN CANFIELD RD SUITE 12 | BOARDMAN | OH | 44512 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| NILES FOOTBALL MOTHERS | ||||||||
| PO BOX 214 | NILES | OH | 44446 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $100 | |
| HAMOT HEALTH FOUNDATION | ||||||||
| 302 FRENCH ST | ERIE | PA | 16507 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| SIGHT FOR ALL UNITED | ||||||||
| 966 FIFTH ST | STRUTHERS | OH | 44471 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $150 | |
| JFK CATHOLIC HIGH SCHOOL | ||||||||
| 2550 CENTRAL PARKWAY SE | WARREN | OH | 44484 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $100,000 | |
| PIERCE COLLEGE FOUNDATION | ||||||||
| 1601 39TH AVE SE | PUYALLUP | WA | 98374 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| YOUNGSTOWN STATE UNIVERSITY | ||||||||
| GLOBAL EDUCATION PROGRAM ONE | YOUNGSTOWN | OH | 44555 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $7,000 | UNIVERSITY PLAZA |
| YOUNGSTOWN STATE UNIVERSITY FOUNDATION | ||||||||
| 655 WICK AVENUE | YOUNGSTOWN | OH | 44502 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $100,000 | |
| FORT CAMPBELL SPOUSES CLUB | ||||||||
| PO BOX 106 | FORT CAMPBELL | KY | 42223 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |
| STANFORD UNIVERSITY | ||||||||
| THE HAAS CENTER FOR PUBLIC SERVICE | STANFORD | CA | 94305 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | 562 SALVATIERRA WALK |
| MCDONALD LOCAL SCHOOL DISTRICT | ||||||||
| 600 IOWA AVENUE | MCDONALD | OH | 44437 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| WEATHERSFIELD LOCAL SCHOOL DISTRICT | ||||||||
| 1134 SEABORN ST | MINERAL RIDGE | OH | 44440 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| PROGRESSIVE DIRECTIONS | ||||||||
| 1249 PARADISE HILL RD | CLARKSVILLE | TN | 37040 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |
| THROUGH PARTNERSHIPS | ||||||||
| C/O BESSEMER TRUST 1225 FRANKLIN | GARDEN CITY | NY | 11530 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $12 | AVENUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,519,770 | 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 | $266,324 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $1,176 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,551,046 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,818,546 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,818,546 | 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 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PASSIVE ACTIVITY LOSS CARRYOVER | IdentifierTxt |
| Form And Line Reference | 990-PF, 11 | FormAndLineReferenceDesc |
| Medium Explanation | AS PER IRC SECTION 469, THE PASSIVE ACTIVITY LOSS FROM THE PASSTHROUGH ACTIVITY IN THE AMOUNT OF $32,607 CANNOT BE UTILIZED IN THE 2020 TAX YEAR. THE LOSS WILL BE CARRIED FORWARD TO THE NEXT TAXABLE YEAR. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (46 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 75000.00 ESTEE LAUDER CO INC | $82,330 | $77,221 |
| 75000.00 CATERPILLAR FINL SERVICE | $74,933 | $75,573 |
| 80000.00 CHEVRON USA INC | $79,433 | $78,613 |
| 63000.00 MASTERCARD INC | $72,118 | $69,617 |
| 79000.00 VERIZON COMMUNICATIONS | $79,933 | $73,553 |
| 60000.00 GOLDMAN SACHS GRP INC FRN | $60,011 | $60,446 |
| 60000.00 LOWE'S COS INC | $58,970 | $63,122 |
| 60000.00 TYSON FOODS INC | $59,591 | $60,354 |
| 60000.00 BANK OF AMERICA CORP | $60,137 | $64,543 |
| 105000.00 CITIGROUP INC | $105,973 | $114,948 |
| 70000.00 HCA INC | $75,739 | $77,972 |
| 80000.00 MONDELEZ INTERNATIONAL | $79,988 | $80,234 |
| 62000.00 UNION PACIFIC CORP | $72,543 | $69,696 |
| 75000.00 JABIL INC | $79,059 | $79,340 |
| 60000.00 QUALCOMM INC | $59,847 | $64,059 |
| 80000.00 VALERO ENERGY CORP | $80,219 | $80,267 |
| 80000.00 KIMCO REALTY CORP | $79,135 | $78,185 |
| 70000.00 STARBUCKS CORP | $70,175 | $70,718 |
| 70000.00 CHARLES SCHWAB CORP | $70,432 | $70,291 |
| 81000.00 BRISTOL-MYERS SQUIBB CO | $80,237 | $75,648 |
| 70000.00 SOUTHWEST AIRLINES CO | $82,252 | $80,537 |
| 70000.00 BROADCOM INC | $79,925 | $78,922 |
| 80000.00 KIMBERLY-CLARK CORP | $80,254 | $77,650 |
| 75000.00 SAN DIEGO G & E | $79,829 | $79,951 |
| 75000.00 ROPER TECHNOLOGIES INC | $81,830 | $78,187 |
| 85000.00 HP ENTERPRISE CO | $84,900 | $86,407 |
| 70000.00 LABORATORY CORP OF AMER | $71,294 | $71,605 |
| 65000.00 COMCAST CORP | $71,328 | $70,924 |
| 60000.00 GENERAL DYNAMICS CORP | $69,417 | $66,446 |
| 70000.00 PAYPAL HOLDINGS INC | $71,648 | $71,339 |
| 70000.00 MCDONALD'S CORP | $77,429 | $75,798 |
| 75000.00 FLORIDA POWER & LIGHT CO | $76,153 | $77,878 |
| 80000.00 AMERICAN HONDA FINANCE | $80,051 | $80,588 |
| 25000.00 JPMORGAN CHASE & CO | $25,033 | $28,245 |
| 70000.00 CONSTELLATION BRANDS INC | $77,061 | $73,327 |
| 65000.00 ANHEUSER-BUSCH CO/INBEV | $69,869 | $71,435 |
| 65000.00 COCA-COLA CO/THE | $72,900 | $71,907 |
| 70000.00 EXXON MOBIL CORPORATION | $70,000 | $71,716 |
| 65000.00 ABBVIE INC | $71,867 | $70,776 |
| 70000.00 ANALOG DEVICES INC | $79,039 | $77,548 |
| 65000.00 MORGAN STANLEY | $65,953 | $71,001 |
| 80000.00 AMAZON.COM INC | $80,969 | $78,331 |
| 70000.00 BANK OF NY MELLON CORP | $70,134 | $71,301 |
| 75000.00 NUTRIEN LTD | $79,763 | $80,642 |
| 70000.00 DIAGEO CAPITAL PLC | $67,052 | $72,891 |
| 75000.00 SUMITOMO MITSUI FINL GRP | $79,855 | $78,519 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (79 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 775.00 FACEBOOK INC-A | $126,090 | $228,260 |
| 230.00 CHARTER COMMUNICATIONS INC | $113,425 | $141,914 |
| 291.00 MATCH GROUP INC | $27,180 | $39,977 |
| 410.00 SEA LTD ADR | $18,198 | $91,524 |
| 155.00 ALPHABET INC CLASS C | $115,399 | $320,637 |
| 865.00 TENCENT HOLDINGS LTD | $81,073 | $67,845 |
| 1070.00 NIKE INC CL B | $60,491 | $142,192 |
| 575.00 APTIV PLC | $84,254 | $79,292 |
| 760.00 HILTON WORLDWIDE HOLDINGS | $80,099 | $91,899 |
| 730.00 ROSS STORES INC | $72,094 | $87,534 |
| 157.00 BURLINGTON STORES INC | $24,784 | $46,911 |
| 135.00 LVMH MOET HENNESSY VUITTON | $58,258 | $89,994 |
| 275.00 ADVANCE AUTO PARTS | $31,625 | $50,459 |
| 195.00 HOME DEPOT | $28,073 | $59,523 |
| 80.00 AMAZON.COM INC | $66,662 | $247,526 |
| 455.00 WYNDHAM HOTELS & RESORTS | $23,715 | $31,749 |
| 1240.00 DOLLARAMA INC | $39,818 | $54,724 |
| 1215.00 US FOODS HOLDING CORP | $34,467 | $46,315 |
| 780.00 PEPSICO INC | $76,162 | $110,331 |
| 114529.55 OW CREDIT INCOME FUND | $1,145,295 | $1,131,551 |
| 300.00 PIONEER NATURAL RESOURCES | $55,232 | $47,646 |
| 1705.00 CONOCOPHILLIPS | $84,137 | $90,313 |
| 155.00 S&P GLOBAL INC. | $40,542 | $54,694 |
| 4455.00 BANK OF AMERICA CORP | $133,469 | $172,363 |
| 1840.00 SCHWAB CHARLES CORP NEW | $98,335 | $119,931 |
| 1290.00 CITIGROUP INC | $50,518 | $93,847 |
| 330.00 AON PLC | $70,183 | $75,936 |
| 1615.00 BLACKSTONE GROUP INC | $91,503 | $120,365 |
| 135.00 MSCI INC | $59,657 | $56,602 |
| 270.00 NASDAQ INC. | $23,197 | $39,814 |
| 445.00 JPMORGAN CHASE & CO | $67,546 | $67,742 |
| 225.00 THERMO FISHER SCIENTIFIC | $18,339 | $102,685 |
| 150.00 COOPER COS INC | $36,858 | $57,613 |
| 365.00 UNITEDHEALTH GROUP INC | $94,189 | $135,805 |
| 440.00 DANAHER CORP | $38,069 | $99,035 |
| 116.00 TELEFLEX INC | $32,692 | $48,193 |
| 215.00 STERIS PLC | $21,252 | $40,953 |
| 605.00 ZOETIS INC | $41,662 | $95,275 |
| 865.00 IQVIA HOLDINGS INC | $129,541 | $167,066 |
| 160.00 LAB CORP OF AMER HLDGS NEW | $21,979 | $40,804 |
| 520.00 CATALENT INC | $56,855 | $54,761 |
| 690.00 UNION PACIFIC CORP | $117,271 | $152,082 |
| 450.00 SMITH A O CORP | $18,650 | $30,424 |
| 190.00 CINTAS CORP | $31,111 | $64,848 |
| 70.00 L3 HARRIS TECHNOLOGIES INC | $11,881 | $14,187 |
| 285.00 EQUIFAX INC | $38,541 | $51,622 |
| 1005.00 FORTIVE CO | $51,591 | $70,993 |
| 600.00 SAFRAN SA | $76,769 | $81,706 |
| 4040.00 RENTOKIL INITIAL PLC | $19,443 | $26,957 |
| 160.00 HEICO CORPORATION | $21,738 | $20,128 |
| 590.00 IAA INC | $17,940 | $32,532 |
| 320.00 DOVER CORP | $24,690 | $43,881 |
| 159.00 ADOBE INC | $61,503 | $75,583 |
| 156.00 ASML HOLDING | $77,854 | $94,639 |
| 250.00 ASPEN TECHNOLOGY | $34,360 | $36,082 |
| 2480.00 APPLE INC | $83,995 | $302,932 |
| 167.00 SYNOPSYS INC | $20,415 | $41,379 |
| 1725.00 MICROSOFT CORP | $121,754 | $406,703 |
| 105.00 ANSYS INC | $22,940 | $35,653 |
| 165.00 NICE LTD ADR | $27,814 | $35,965 |
| 895.00 TEXAS INSTRUMENTS INC | $89,489 | $169,146 |
| 1120.00 AMPHENOL CORP | $52,372 | $73,886 |
| 225.00 WEX INC | $36,865 | $47,074 |
| 122.00 SERVICENOW INC | $21,931 | $61,013 |
| 1220.00 VISA INC | $140,947 | $258,310 |
| 265.00 CMC MATERIALS INC | $34,482 | $46,849 |
| 74.00 PAYCOM SOFTWARE INC | $26,945 | $27,384 |
| 315.00 CDW CORP/DE | $34,061 | $52,211 |
| 495.00 SS&C TECHNOLOGIES HOLDINGS | $31,562 | $34,585 |
| 172.00 SQUARE INC | $43,921 | $39,052 |
| 352.00 PAYPAL HOLDINGS INC | $99,862 | $85,479 |
| 690344.34 OW LARGE CAP STRATEGIES FD | $7,465,237 | $12,253,612 |
| 170.00 APTARGROUP INC | $16,502 | $24,083 |
| 475.00 AIR PRODUCTS & CHEMICALS | $122,683 | $133,636 |
| 110.00 JONES LANG LASALLE INC COM | $19,751 | $19,694 |
| 450.00 AMERICAN TOWER CORP | $80,965 | $107,577 |
| 273964.95 OW SMALL & MIDCAP STRAT FD | $3,229,202 | $5,136,842 |
| 730.00 AMEREN CORP | $47,674 | $59,392 |
| 315.00 AMERICAN WATER WORKS CO | $14,945 | $47,224 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $3,225,117 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $3,282,628 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | 1194.58 5TH AVE MUL-STRAT OFF S1 | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $2,776,085 | BookValueAmt |
| EOYFMV | $3,374,989 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (6 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 5TH AVE PRIVATE EQUITY 12 | $160,645 | $153,659 | $249,678 |
| 5TH AVE REAL ASSETS 3 | $173,674 | $141,901 | $203,092 |
| 5TH AVE PRIVATE EQUITY 14 | $141,724 | $229,367 | $325,000 |
| 5TH AVE REAL ASSETS 4 | $37,093 | $60,800 | $134,816 |
| 5TH AVE PRIVATE EQUITY 15 | $27,178 | $92,634 | $126,163 |
| 5TH AVE REAL ASSETS 5 | $0 | -$3,166 | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| ADJUST TO TAX COST | $25,324 |
| TRUNCATION | $7 |
| PAL CARRYOVER | $18,913 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OHIO ATTORNEY GENERAL FEE | $400 | $0 | $400 |
| WIRE TRANSFER FEE | $25 | $0 | $25 |
| ADMINISTRATIVE EXPENSES | $358 | $0 | $358 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PASSTHROUGH ACTIVITY | Desc |
| Revenue And Expenses Per Books | $1,176 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,176 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,176 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (8 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT SERVICES FEE | $92,374 | $61,583 | $30,791 |
| 5TH AVE PRIVATE EQUITY 12 | $5,097 | $5,097 | $0 |
| 5TH AVE PRIVATE EQUITY 14 | $9,946 | $9,946 | $0 |
| 5TH AVE REAL ASSETS 3 | $7,128 | $7,128 | $0 |
| 5TH AVE REAL ASSETS 4 | $7,248 | $7,248 | $0 |
| 5TH AVE PRIVATE EQUITY 15 | $7,695 | $7,695 | $0 |
| 5TH AVE REAL ASSETS 5 | $3,139 | $3,139 | $0 |
| NONDEDUCT. EXPENSES THROUGH PARTNERSHIPS | $128 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES WITHHELD | $761 | $443 | $0 |
| PRIOR YEAR EXTENSION | $35,000 | $0 | $0 |
| STATE TAXES WITHHELD | $261 | $0 | $0 |
Comments