BETA

ROBERT C AND SUSAN M SAVAGE FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
ROBERT C AND SUSAN M SAVAGE FAMILY FOUNDATION (EIN 31-1488119)
Tax period
2020-12-01 to 2021-11-30
Filed
2022-10-15
IRS object ID
202212889349100101
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-10-15T07:02:16-05:00ReturnTs
Tax Period End2021-11-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN202122306PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GBQ PARTNERS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15580 MONROE STREET SUITE 210AddressLine1Txt
CitySYLVANIACityNm
State AbbreviationOHStateAbbreviationCd
ZIP43560ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-12-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN311488119EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROBERT C AND SUSAN M SAVAGEBusinessNameLine1Txt
Business Name Line2FAMILY FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlROBEBusinessNameControlTxt
Phone4195356633PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12949 KENWOOD BLVDAddressLine1Txt
CityTOLEDOCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43606ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT SAVAGEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4195356633PhoneNum
Signature2022-10-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstROBERTPersonFirstNm
Person LastSAVAGEPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEVE WEBERPreparerPersonNm
PTINP00320668PTIN
Phone4198858338PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$5,312,419FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$36,549DividendsRevAndExpnssAmt
Dividends Net Invst Incm$36,549DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$440,403NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$602,297GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$440,403CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$476,952TotalRevAndExpnssAmt
Total Net Invst Incm$476,952TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$15,338OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$15,338OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$15,338OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,129TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,129TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$1,129TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$16,467TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$16,467TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$16,467TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$286,364ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$286,364ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$302,831TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$16,467TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$302,831TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$174,121ExcessRevenueOverExpensesAmt
Net Investment Income$460,485NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$64,404CashBOYAmt
Cash EOY$165,549CashEOYAmt
Cash EOYFMV$165,549CashEOYFMVAmt
Corporate Stock BOY$1,670,246CorporateStockBOYAmt
Corporate Stock EOY$1,726,422CorporateStockEOYAmt
Corporate Stock EOYFMV$5,146,870CorporateStockEOYFMVAmt
Total Assets BOY$1,734,650TotalAssetsBOYAmt
Total Assets EOY$1,891,971TotalAssetsEOYAmt
Total Assets EOYFMV$5,312,419TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,734,650RetainedEarningBOYAmt
Retained Earning EOY$1,891,971RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,734,650TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,891,971TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,734,650TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,891,971TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,734,650TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$174,121ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,908,771SubtotalAmt
Other Decreases$16,800OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,891,971TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
BANK OF NY MTNP2020-01-012021-10-01$6$6$6
BOOKING HOLDINGS INCP2015-03-302021-06-10$115,092$57,473$57,473$57,619
GOLDMAN SACHS GROUP INCP2009-03-122021-06-16$91,949$67,798$67,798$24,151
JP MORGAN CHASE COP2019-11-042021-08-31$32,165$6,393$6,393$25,772
ORACLE CORPORATIONP2007-10-222021-06-02$22,150$16,295$16,295$5,855
ORACLE CORPORATIONP2009-02-092021-06-02$211,434$164,302$164,302$47,132
WABTEC CORPP2019-02-252021-06-02$1,506$141$141$1,365
FT WASHINGTON PEI VIIP2020-01-012021-11-30$65,335$65,335$65,335
FT WASHINGTON PEI VIIIP2020-01-012021-11-30$18,877$18,877$18,877
FT WASHINGTON PE OPP IIIP2020-01-012021-11-30$30,637$30,637$30,637
FT WASHINGTON PEI XP2020-01-012021-11-30$651$651$651
FT WASHINGTON PEI VP2020-01-012021-11-30$3,215$3,215$3,215
FT WASHINGTON PE OPP IIP2020-01-012021-11-30$9,280$9,280$9,280
FieldValueIRS element (for citing)
Capital Gain Net Income$440,403CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$6,401InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$6,401SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$6,401TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$53EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$10,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$10,053TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$145EsPenaltyAmt
Overpayment$3,507OverpaymentAmt
Applied To ES Tax$3,507AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksROBERT SAVAGEIndividualWithBooksNm
Phone4195356633PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12949 KENWOOD BLVDAddressLine1Txt
CityTOLEDOCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43606ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ROBERT SAVAGE
2949 KENWOOD BLVDTOLEDOOH43606PRESIDENT0.00$0$0$0
SUSAN SAVAGE
2949 KENWOOD BLVDTOLEDOOH43606SECRETARY0.00$0$0$0
MICHELLE BISSELL
2709 MIDDLESEX DRTOLEDOOH43606TRUSTEE0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$4,738,485AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$126,746AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,865,231TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,865,231AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$72,978CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,792,253NetVlNoncharitableAssetsAmt
Minimum Investment Return$239,613MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$239,613MinimumInvestmentReturnAmt
Tax Based On Investment Income$6,401TaxBasedOnInvestmentIncomeAmt
Total Tax$6,401TotalTaxAmt
Distributable Before Adj$233,212DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$233,212DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$233,212DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$302,831ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$302,831QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$302,831AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$233,212DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$23,335ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$6,688ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$30,023TotalExcessDistributionCyovAmt
Qualifying Distributions$302,831QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$233,212AppliedToCurrentYearAmt
Remaining Distri From Corpus$69,619RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$99,642TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$99,642ExcessDistriCyovToNextYrAmt
Excess From Year2$23,335ExcessFromYear2Amt
Excess From Year1$6,688ExcessFromYear1Amt
Excess From Current Year$69,619ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonROBERT SAVAGERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line12949 KENWOOD BLVDAddressLine1Txt
CityTOLEDOCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43606ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4195356633RecipientPhoneNum
Form And Info And MaterialsWRITTEN BY MAILFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (55 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ANNUAL CATHOLIC APPEAL
1933 SPIELBUSCH AVENUETOLEDOOH43604GENERAL USE$8,100
ANNUNCIATION RADIO
3662 RUGBY DRIVETOLEDOOH43614GENERAL USE$300
BIG BROTHERSBIG SISTERS
560 W LAKE ST 5TH FLOORCHICAGOIL60661GENERAL USE$450
BOYS & GIRLS CLUBS OF TOLEDO
2250 DETROIT AVENUETOLEDOOH43606GENERAL USE$5,000
CATHOLIC CHARITIES
1933 SPIELBUSCH AVENUETOLEDOOH436045360GENERAL USE$10,000
CHARITY WATER
40 WORTH ST SUITE 330NEW YORKNY10013GENERAL USE$560
CHERRY STREE MISSION MINISTRIES
PO BOX 9100TOLEDOOH436979100GENERAL USE$200
CHRIST CHILD SOCIETY OF TOLEDO
PO BOX 352254TOLEDOOH43635GENERAL USE$3,250
COLUMBIA ALUMNI ASSOCIATION
COLUMBIA UNIVERSITY PO BOX 1523NEW YORKNY10008GENERAL USE$2,500
CONNECTING KIDS TO MEALS
1501 MONROE STREETTOLEDOOH43604GENERAL USE$250
DAMASCUS CATHOLIC MISSION CAMPUS
7550 RAMEY ROADCENTERBURGOH43011GENERAL USE$250
DUKE UNIVERSITY
ALUMNI AND DEVELOPMENT RECORDS DUKEDURHAMNC277080581GENERAL USE$1,200UNIV BOX 90581
EAST TOLEDO FAMILY CENTER
1020 VARLAND AVENUETOLEDOOH43605GENERAL USE$306
FAMILY HOUSE
669 INDIANA AVENUETOLEDOOH43604GENERAL USE$100
FRIENDS OF THE ELIOT SCHOOL
16 CHARTER STREETBOSTONMA02113GENERAL USE$1,000
FRIENDS OF TOLEDO LUCAS COUNTY PUBLIC LIBRARY
325 MICHIGAN STREETTOLEDOOH43604GENERAL USE$200
GESU CHURCH
2049 PARKSIDE BOULEVARDTOLEDOOH43607GENERAL USE$2,600
GETTING BACK UP
2720 HORSESHOE BLVDWESTLAKEOH44145GENERAL USE$1,000
HARVEST OF VINE
PARISH CENTER 46 WINTHROP STREETCHARLESTOWNMA02129GENERAL USE$500
HOSPITAL COUNCIL OF NW OHIOPATHWAYS
3231 CENTRAL PARK WEST DRIVE SUITETOLEDOOH43617GENERAL USE$150200
MAUMEE VALLEY HABITAT FOR HUMANITY
1310 CONANT STREEMAUMEEOH43537GENERAL USE$100
MUSTARD SEED
104 NORTH SUMMIT STREET NO 100TOLEDOOH43604GENERAL USE$50
NATIONAL CHRIST CHILD SOCIETY
6110 EXECUTIVE BLVDROCKVILLEMD20852GENERAL USE$200
NATIONAL MULTIPLE SCLEROSIS SOCIETY
119 SUMMERWOOD DRIVELOS GATOSCA95032GENERAL USE$250
NATIONAL MUSEUM OF THE GREAT LAKES
1701 FRONT STREETTOLEDOOH43605GENERAL USE$200
NEMPAC
PO BOX 130255BOSTONMA02113GENERAL USE$150
NOTRE DAME ACADEMY
3535 WEST SYLVANIA AVENUETOLEDOOH43623GENERAL USE$5,050
OHIO CANCER REASEARCH
85 EAST GAY STREET STE 700COLUMBUSOH43215GENERAL USE$500
OPHEART
3653 GRIGGS STHOUSTONTX77021GENERAL USE$300
PARTNERS IN HEALTH
PO BOX 996FREDERICKMD217059942GENERAL USE$500
PELETONIA
PELETONIA L-3454COLUMBUSOH432603454GENERAL USE$100
PINE STREET INN
444 HARRISON STREETBOSTONMA02118GENERAL USE$500
PRESIDENT AND FELLOWS OF HARVARD COLLEGE
HARVARD KENNEDY SCHOOLBOSTONMA022419209GENERAL USE$500
PREVENT BLINDNESS - SCOTT SAVAGE
1500 WEST 3RD AVENUE SUITE 200COLUMBUSOH43212GENERAL USE$2,250
READ FOR LITERACY
325 NORTH MICHIGAN STREETTOLEDOOH43604GENERAL USE$100
SALEM LUTHERAN CHURCH
1127 NORTH HURON STREETTOLEDOOH43604GENERAL USE$100
SISTERS OF NOTRE DAME
3912 SUNFOREST COURT SUITE BTOLEDOOH43623GENERAL USE$500
SISTERS OF THE VISITATION
1745 PARKSIDE BLVDTOLEDOOH43607GENERAL USE$50
ST FRANCIS SCHOOL
2323 WEST BANCROFT STTOLEDOOH43607GENERAL USE$1,500
ST ISABEL CATHOLIC CHURCH
3559 SANIBEL CAPTIVA RDSANIBELFL33957GENERAL USE$200
ST MARTIN DE PORRES CATHOLIC CHURCH
1119 WEST BANCROFT STREETTOLEDOOH43606GENERAL USE$250
ST PATRICK HEATHERDOWNS
4201 HEATHERDOWNS BLVDTOLEDOOH43614GENERAL USE$1,200
ST VINCENT MERCY MEDICAL FOUNDATION
2213 CHERRY STREETTOLEDOOH436082691GENERAL USE$2,000
SUNSHINE COMMUNITIES
7223 MAUMEE WESTERN ROADMAUMEEOH435379656GENERAL USE$2,000
THE ANDREW MCDONOUGH B FOUNDATION
101 ROCKLAND CIRCLEWILMINGTONDE19803GENERAL USE$420
THE ASPEN INSTITUTE
THE ASPEN INSTITUTE 2300 N ST NWWASHINGTONDC20037GENERAL USE$1,000SUITE 700
THE LEUKEMIA AND LYMPHOMA SOCIETY
LLS NORTHERN OHIO PO BOX 772392DETROITMI48277GENERAL USE$10,550
TOLEDO LUCAS COUNTY ATHLETIC LEAGUE
1111E MANHATTAN BLVDTOLEDOOH43608GENERAL USE$100
TOLEDO MUSEUM OF ART
2455 MONROE STREETTOLEDOOH43620GENERAL USE$200,100
TOLEDO SCHOOL FOR THE ARTS
333 14TH STREETTOLEDOOH43604GENERAL USE$5,000
TOLEDO TOMORROW
425 JEFFERSON AVENUE SUITE 700TOLEDOOH43604GENERAL USE$1,000
UNITED WAY
424 JACKSON STREETTOLEDOOH43604GENERAL USE$1,350
US TOGETHER INC
3450 WEST CENTRAL AVENUETOLEDOOH43606GENERAL USE$103
UT FOUNDATION
4510 DORR STTOLEDOOH43615GENERAL USE$10,175
XAVIER UNIVERSITY ATHLETICS
3800 VICTORY PARKWAYCINCINNATIOH452077530GENERAL USE$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$286,364TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$36,549ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$440,403ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$476,952ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$476,952TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCK INVESTMENTSStockNm
EOY Book Value$1,726,422EOYBookValueAmt
EOYFMV$5,146,870EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescCOST BASIS ADJUSTMENTS/INVESTMENTSDesc
Amt$16,800Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryOTHER PROFESSIONAL FEESCategoryTxt
Amt$15,338Amt
Net Investment Income$15,338NetInvestmentIncomeAmt
Disbursements Charitable Prps$15,338DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Amt$1,129Amt
Net Investment Income$1,129NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,129DisbursementsCharitablePrpsAmt

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