ANNABELLE FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ANNABELLE FOUNDATION (EIN 20-5184989)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-10-10
- IRS object ID
- 202242839349100504
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-10-10T07:44:50-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341082617 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | APPLE GROWTH PARTNERS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1540 W MARKET ST | AddressLine1Txt |
| City | AKRON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44313 | 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 | 205184989 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANNABELLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ANNA | BusinessNameControlTxt |
| Phone | 3133937552 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 TOWN CENTER STE 100 | AddressLine1Txt |
| City | SOUTHFIELD | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48075 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN DUDAS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3133937552 | PhoneNum |
| Signature | 2022-10-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SUSAN | PersonFirstNm |
| Person Last | DUDAS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT W FISHER CPA | PreparerPersonNm |
| PTIN | P00358676 | PTIN |
| Phone | 3308677350 | PhoneNum |
| Preparation | 2022-10-04 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,273,099 | 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 | $243,108 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $243,108 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $507,484 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $776,316 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $507,484 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $750,592 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $750,592 | 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 |
| Legal Fees Rev And Expnss | $15,253 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $7,626 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $93,883 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $93,883 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,040 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,040 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $242 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $113,418 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $105,549 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $352,650 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $352,650 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $466,068 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $105,549 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $352,650 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $284,524 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $645,043 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $353,976 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $347,342 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $347,342 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,946,990 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,678,158 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,986,941 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,306,840 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,876,585 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,938,816 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $242 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,608,048 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,902,085 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,273,099 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $6,608,048 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $6,902,085 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,608,048 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,902,085 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,608,048 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,902,085 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,608,048 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $284,524 | ExcessRevenueOverExpensesAmt |
| Other Increases | $9,513 | OtherIncreasesAmt |
| Subtotal | $6,902,085 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,902,085 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $577,974 | $268,832 | $309,142 | $309,142 | |
| CAPITAL GAINS DIVIDENDS | $198,342 | $198,342 | $198,342 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $507,484 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,966 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,966 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,966 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,439 | 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 | $6,439 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $2,527 | 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 | MI | 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 | SUSAN DUDAS | IndividualWithBooksNm |
| Phone | 2487436059 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 TOWN CENTER STE 100 | AddressLine1Txt |
| City | SOUTHFIELD | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48075 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| SANDRA KIRTLEY VANOVER | ||||||||
| 511 CAMBRIDGE WAY | BLOOMFIELD HILLS | MI | 48304 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SUSAN DUDAS | ||||||||
| 3000 TOWN CENTER STE 100 | SOUTHFIELD | MI | 48075 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| TIM GODARD | ||||||||
| 3000 TOWN CENTER STE 100 | SOUTHFIELD | MI | 48075 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ANTHONY P CRACCHIOLO | ||||||||
| 1901 ST ANTOINE ST FLR 6 | DETROIT | MI | 48226 | PRES-SEC-TREAS-DIR | 1.00 | $0 | $0 | $0 |
| ROBERT W FISHER | ||||||||
| 1540 W MARKET ST | AKRON | OH | 44313 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE MORAN TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 TOWN CENTER STE 100 | AddressLine1Txt |
| City | SOUTHFIELD | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48075 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MGT | ServiceTypeTxt |
| Compensation | $93,883 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $10,789,754 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $440,622 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $121 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,230,497 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,230,497 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $168,457 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,062,040 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $553,102 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $553,102 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,966 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,966 | TotalTaxAmt |
| Distributable Before Adj | $544,136 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $544,136 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $544,136 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $352,650 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $352,650 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $544,136 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $351,192 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $352,650 | QualifyingDistributionsAmt |
| Applied To Year1 | $351,192 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,458 | 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 | $542,678 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADOPT A PLATOON | |||||||
| PO BOX 5038 | HAGERSTOWN | MD | 217415038 | NONE | PC | GRANT TO SUPPORT TROOPS | $5,000 |
| AFS INTERCULTURAL PROGRAMS | |||||||
| ONE WHITEHALL ST 2ND FLR | NEW YORK | NY | 10004 | NONE | PC | SUPPORT OF DIVERSITY | $10,000 |
| AKRON CHILDREN'S HOSPITAL FOUNDATION | |||||||
| ONE PERKINS SQUARE | AKRON | OH | 443986176 | NONE | PC | SUPPORT CHILDREN SERVICES | $1,000 |
| ALICE LLOYD COLLEGE | |||||||
| 100 PURPOSE ROAD | PIPPA PASSES | KY | 41844 | NONE | PC | COLLEGE FUND | $5,000 |
| ALZHEIMER'S ASSOCIATION | |||||||
| 70 W STREETSBORO ST | HUDSON | OH | 44236 | NONE | PC | GENERAL SUPPORT | $500 |
| AMERICAN FOUNDATION FOR THE BLIND | |||||||
| 2 PENN PLAZA SUITE 1102 | NEW YORK | NY | 10121 | NONE | PC | TO HELP DISABLED | $1,000 |
| AMERICAN KIDNEY FUND | |||||||
| 11921 ROCKVILLE PIKE | ROCKVILLE | MD | 20852 | NONE | PC | MEDICAL RESEARCH | $1,000 |
| BATH TOWNSHIP FIRE DEPARTMENT FOUNDATION | |||||||
| 1787 N DIXIE HIGHWAY | LIMA | OH | 45801 | NONE | PC | GENERAL SUPPORT | $2,500 |
| BATH TOWNSHIP HISTORICAL SOCIETY | |||||||
| 1241 N CLEVE-MASS RD | AKRON | OH | 44333 | NONE | PC | PRESERVATION OF HISTORY | $500 |
| BATH TOWNSHIP POLICE OFFICERS ASSOCIATION | |||||||
| 14480 WEBSTER RD | BATH | MI | 48808 | NONE | PC | GENERAL SUPPORT | $2,500 |
| BEREA COLLEGE | |||||||
| 101 CHESTNUT ST | BEREA | KY | 40403 | NONE | PC | GENERAL FUND | $50,000 |
| BLINDED VETERANS ASSOC | |||||||
| 477 H STREET NW | WASHINGTON | DC | 20001 | NONE | PC | HELPING DISABLED VETERANS | $1,000 |
| BOY SCOUTS OF AMERICA | |||||||
| PO BOX 152079 | IRVING | TX | 791740001 | NONE | PC | GENERAL SUPPORT | $10,000 |
| BRAILLE INSTITUTE | |||||||
| 741 NORTH VERMONT AVE | LOS ANGELES | CA | 900299988 | NONE | PC | GENERAL SUPPORT | $250 |
| CAL FARLEY'S | |||||||
| 600 W 11TH | AMARILLO | TX | 791013228 | NONE | PC | PROMOTE FAMILY SERVICES | $3,000 |
| COALITION TO SALUTE AMERICA HEROS | |||||||
| PO BOX 96440 | WASHINGTON | DC | 200906440 | NONE | PC | TO HONOR VETERANS | $5,000 |
| COLONIAL WILLIAMSBURG FOUNDATION | |||||||
| PO BOX 1776 | WILLIAMSBURG | VA | 23187 | NONE | PC | HISTORICAL PRESERVATION | $5,000 |
| DISABLED VETERANS NATL FOUNDATION | |||||||
| 1634 EYE ST NW STE 750 | WASHINGTON | DC | 20006 | NONE | PC | TO SUPPORT WAR VETERANS | $1,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| PO BOX 5022 | HAGERSTOWN | MD | 21741 | NONE | PC | MEDICAL HELP | $2,000 |
| GUIDE DOGS FOUNDATION FOR THE BLIND | |||||||
| 371 E JERICHO TURNPIKE | SMITHTOWN | NY | 11787 | NONE | PC | TRAIN DOGS FOR THE BLIND | $2,000 |
| GUIDING EYES FOR THE BLIND | |||||||
| 611 GRANITE SPRINGS RD | YORKTOWN HGTS | NY | 10598 | NONE | PC | TO HELP VISUALLY IMPAIRED | $2,500 |
| HAVEN OF REST | |||||||
| 175 EAST MARKET ST | AKRON | OH | 44308 | NONE | PC | GENERAL SUPPORT | $35,000 |
| HELP ME SEE | |||||||
| 20 WEST 36TH ST FLR 4 | NEW YORK | NY | 10018 | NONE | PC | TO HELP THE BLIND | $500 |
| HILLSDALE COLLEGE | |||||||
| 33 E COLLEGE STREET | HILLSDALE | MI | 49242 | NONE | PC | INSTITUTIONAL ADVANCEMENT | $50,000 |
| HUMANE SOCIETY OF SUMMIT COUNTY | |||||||
| 7996 DARROW ROAD | TWINSBURG | OH | 44087 | NONE | PC | GENERAL FUND | $200 |
| HUMANE SOCIETY OF THE UNITED STATES | |||||||
| 2100 L ST NW | WASHINGTON | DC | 20037 | NONE | PC | SUPPORT OF ANIMALS | $200 |
| INTERNATIONAL EYE FOUNDATION | |||||||
| 10801 CONNECTICUT AVE | KENSINGTON | MD | 20895 | NONE | PC | TO HELP THE BLIND | $200 |
| MAKE-A-WISH FOUNDATION OF OH KY | |||||||
| PO BOX 97104 | WASHINGTON | DC | 200907104 | NONE | PC | TO SUPPORT TERMINALLY ILL | $2,000 |
| MARINE TOYS FOR TOTS FOUNDATION | |||||||
| PO BOX 227 | QUANTICO | VA | 22134 | NONE | PC | GENERAL FUND | $1,000 |
| MOODY BIBLE INSTITUE | |||||||
| 820 N LASALLE BLVD | CHICAGO | IL | 60610 | NONE | PC | GENERAL SUPPORT | $1,000 |
| MOUNT VERNON LADIES' ASSOCIATION | |||||||
| 3200 MOUNT VERNON MEMORIAL HWY | MT VERNON | VA | 22121 | NONE | PC | GENERAL SUPPORT | $5,000 |
| MT ZWINGLI CHURCH | |||||||
| 2172 S MEDINA LINE RD | WADSWORTH | OH | 44281 | NONE | PC | DR HUDSON FUND/BLDG FUND | $25,000 |
| NATIONAL AUDUBON SOCIETY | |||||||
| 225 VARICK ST | NEW YORK | NY | 10014 | NONE | PC | TO SUPPORT WILDLIFE | $100 |
| NATIONAL FOUNDATION FOR TRANSPLANTS | |||||||
| 3249 W SARAZENS CIRCLE SUITE 100 | MEMPHIS | TN | 38125 | NONE | PC | GENERAL SUPPORT | $50,000 |
| NATIONAL GEOGRAPHIC SOCIETY | |||||||
| 1145 17TH ST NW | WASHINGTON | DC | 20090 | NONE | PC | GENERAL FUND | $100 |
| NATIONAL PARK FOUNDATION | |||||||
| 1110 VERMONT AVE NW | WASHINGTON | DC | 20005 | NONE | PC | CONSERVE ENVIRONMENT | $100 |
| NATL LAW ENFORC OFF MEMORIAL FUND | |||||||
| 901 E ST NW STE 100 | WASHINGTON | DC | 200042025 | NONE | PC | GENERAL FOR MEMORIALS | $500 |
| OPERATION SMILE | |||||||
| PO BOX 5017 | HAGERSTOWN | MD | 217419716 | NONE | PC | GENERAL FUND | $5,000 |
| PARALYZED VETERANS OF AMERICA | |||||||
| PO BOX 758532 | TOPEKA | KS | 666759910 | NONE | PC | TO HELP VETERANS | $1,000 |
| SALVATION ARMY-SUMMIT | |||||||
| PO BOX 1959 | AKRON | OH | 44309 | NONE | PC | COMMUNITY SUPPORT | $35,000 |
| SAMARITAN'S PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | NONE | PC | GENERAL SUPPORT | $10,000 |
| SHRINERS HOSP FOR CHILDREN | |||||||
| 3229 BURNET AVE | CINCINNATI | OH | 45229 | NONE | PC | CHILDRENS FUND | $10,000 |
| UMRC HERITAGE FOUNDATION | |||||||
| 805 WEST MIDDLE ST | CHELSEA | MI | 48118 | NONE | PC | CHELSEA RETIREMENT CENTER | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $352,650 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $243,108 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $507,484 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $750,592 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $750,592 | 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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | MUTUAL FIXED FUNDS | BondNm |
| EOY Book Value | $3,876,585 | EOYBookValueAmt |
| EOYFMV | $3,938,816 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MUTUAL FUND INTNL EQUITY | $1,014,707 | $1,466,949 |
| MUTUAL EQUITY FUNDS | $855,157 | $1,484,737 |
| COMMON STOCK | $15,005 | $2,463,197 |
| EXCHANGE TRADED EQUITY FUNDS | $309,832 | $940,496 |
| EXCHANGE TRADED EQUITY FUNDS - INTNL | $483,457 | $631,562 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $15,253 | LegalFeesAmt |
| Net Investment Income | $7,626 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ORG COSTS, NET | Desc |
| BOY Book Value | $242 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AMORTIZATION | Desc |
| Revenue And Expenses Per Books | $242 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON-DIVIDEND DISTRIBUTIONS | Desc |
| Amt | $9,513 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PLANTE MORAN INVEST MGT FEES | CategoryTxt |
| Amt | $93,883 | Amt |
| Net Investment Income | $93,883 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX WITHHELD | CategoryTxt |
| Amt | $4,040 | Amt |
| Net Investment Income | $4,040 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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