JOHNSON-KAZAR CHARITABLE FOUNDATIONINC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- JOHNSON-KAZAR CHARITABLE FOUNDATIONINC (EIN 20-8080274)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2022-11-10
- IRS object ID
- 202233149349100718
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-10T08:53:46-00:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 352390688 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Select Fiduciary LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 420 | AddressLine1Txt |
| City | Rootstown | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44272 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208080274 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Johnson-Kazar Charitable Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 3302448590 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 528 | AddressLine1Txt |
| City | Green | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44232 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Melissa Johnson | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Phone | 3302448590 | PhoneNum |
| Signature | 2022-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Melissa | PersonFirstNm |
| Person Last | Johnson | PersonLastNm |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Robin L Riemenschneider | PreparerPersonNm |
| PTIN | P00074066 | PTIN |
| Phone | 3307770600 | PhoneNum |
| Preparation | 2022-11-09 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,978,846 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $111,379 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $111,379 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $215,006 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $400,427 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $215,006 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $326,385 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $326,385 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $200 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $200 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,454 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $225 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $225 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,079 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $200 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $425 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $173,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $173,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $176,279 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $200 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $173,625 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $150,106 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $326,185 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,516 | CashBOYAmt |
| Cash EOY | $10,234 | CashEOYAmt |
| Cash EOYFMV | $10,234 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,521,968 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,698,633 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,960,000 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $39,257 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $8,980 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $8,612 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,567,741 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,717,847 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,978,846 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,567,741 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,717,847 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,567,741 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,717,847 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,567,741 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,717,847 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,567,741 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $150,106 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,717,847 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,717,847 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly Traded Securities | PropertyDesc |
| Gross Sales Price | $180,000 | GrossSalesPriceAmt |
| Cost Or Other Basis | $185,421 | CostOrOtherBasisAmt |
| Gain Or Loss | -$5,421 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$5,421 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $215,006 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,534 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,534 | SubtotalAmt |
| Tax Based On Investment Income | $4,534 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,280 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,280 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $2,280 | OriginalReturnTaxPaidAmt |
| Tax Due | $2,254 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | Robert Kazar | IndividualWithBooksNm |
| Phone | 3302448590 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 528 | AddressLine1Txt |
| City | Green | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44232 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|
| Robert Kazar | ||||||
| PO Box 528 | Green | OH | 44232 | Director | 002.00 | $0 |
| Melissa Johnson | ||||||
| PO Box 528 | Green | OH | 44232 | Director | 002.00 | $0 |
| Michael Paschke | ||||||
| PO Box 528 | Green | OH | 44232 | Director | 001.00 | $0 |
| David Rubens | ||||||
| PO Box 528 | Green | OH | 44232 | Director | 001.00 | $0 |
| Julia Kazar | ||||||
| PO Box 528 | Green | OH | 44232 | Director | 001.00 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,593,982 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,119 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,602,101 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $3,602,101 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $54,032 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,548,069 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $177,403 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $177,403 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,534 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,534 | TotalTaxAmt |
| Distributable Before Adj | $172,869 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $172,869 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $172,869 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $173,625 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $173,625 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $172,869 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $653 | UndistributedIncomePYAmt |
| Qualifying Distributions | $173,625 | QualifyingDistributionsAmt |
| Applied To Year1 | $653 | AppliedToYear1Amt |
| Applied To Current Year | $172,869 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $103 | RemainingDistriFromCorpusAmt |
| Total Corpus | $103 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $103 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $103 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Robert Kazar | ContributingManagerNm |
| Contributing Manager | Melissa Johnson | ContributingManagerNm |
| Shareholder Manager | None | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (66 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Akron Area YMCA | ||||||
| 50 S Main St Suite LL 100 | Akron | OH | 44308 | PC | Unrestricted | $3,000 |
| Akron Canton Regional Food Bank | ||||||
| 350 Opportunity Parkway | Akron | OH | 44307 | PC | Unrestricted | $5,000 |
| Akron Community Foundation | ||||||
| 345 West Cedar St | Akron | OH | 44307 | PC | Unrestricted | $3,500 |
| Akron Marathon Sustainability Fund (at ACF) | ||||||
| 345 West Cedar St | Akron | OH | 44307 | PC | Unrestricted | $5,000 |
| Akron Marathon Sustainability Fund (at ACF) Stan Marks | ||||||
| 345 West Cedar St | Akron | OH | 44307 | PC | Unrestricted | $1,000 |
| Akron Public Schools - Project RISE | ||||||
| 10 N Main St | Akron | OH | 44308 | PC | Unrestricted | $1,500 |
| Akron Rotary Camp (at ACF) | ||||||
| 345 West Cedar St | Akron | OH | 44307 | PC | Unrestricted | $2,500 |
| Akron Symphony Orchestra | ||||||
| 92 N Main St | Akron | OH | 44308 | PC | Unrestricted | $2,500 |
| Akron Symphony Orchestra (Gospel meets Symphony) | ||||||
| 92 N Main St | Akron | OH | 44308 | PC | Unrestricted | $1,000 |
| ALS Association of Greater Chicago - Mark Anderson | ||||||
| 939 W Randolph St 2W | Chicago | IL | 60607 | PC | Unrestricted | $500 |
| American Cancer Society-PAN Mass | ||||||
| 77 4th Ave | Needham | MA | 02494 | PC | Unrestricted | $500 |
| American Diabetes Association - Mary Miller | ||||||
| PO Box 15829 | Arlington | VA | 22215 | PC | Unrestricted | $1,000 |
| American Red Cross of Canton | ||||||
| 408 9th Street SW | Canton | OH | 44707 | PC | Unrestricted | $1,500 |
| America's Dentists Care Foundation | ||||||
| 9110 East 35th Street North | Wichita | KS | 67226 | PC | Unrestricted | $2,500 |
| Appalachian Trail Conservancy | ||||||
| 799 Washington St | Harpers Ferry | WV | 25425 | PC | Unrestricted | $1,000 |
| Arizona Trail Association | ||||||
| 738 N 5th Avenue Suite 201 | Phoenix | AZ | 85705 | PC | Unrestricted | $1,500 |
| Arts In Stark | ||||||
| 900 Cleveland Ave NW | Canton | OH | 44702 | PC | Unrestricted | $7,500 |
| Aultman Foundation | ||||||
| 2600 Sixth St SW | Canton | OH | 44710 | PC | Unrestricted | $2,500 |
| Big Brothers Big Sisters | ||||||
| 50 S Main St Suite LL 110 | Akron | OH | 44308 | PC | Unrestricted | $1,500 |
| Blossom Hill | ||||||
| 28700 Center Ridge Road | Westlake | OH | 44145 | PC | Unrestricted | $2,500 |
| Bryant University | ||||||
| 1150 Douglas Pike | Smithfield | RI | 02917 | PC | Unrestricted | $1,500 |
| Buckeye Trail Association | ||||||
| PO Box 5 | Shawnee | OH | 43782 | PC | Unrestricted | $1,500 |
| Canton Symphony Orchestra | ||||||
| 2331 17th St NW | Canton | OH | 44708 | PC | Unrestricted | $1,000 |
| Caring and Serving Together - CAST | ||||||
| 5408 Peninsula Drive | Canton | OH | 44718 | PC | Unrestricted | $1,500 |
| Caring and Serving Together - CAST | ||||||
| 5408 Peninsula Drive | Canton | OH | 44718 | PC | Unrestricted | $20,000 |
| Cleveland Animal Protective League | ||||||
| 1729 Willey Ave | Cleveland | OH | 44113 | PC | Unrestricted | $1,000 |
| Conservancy for CVNP | ||||||
| 1403 W Hines Hill Rd | Peninsula | OH | 44264 | PC | Unrestricted | $1,500 |
| Double H Ranch | ||||||
| 97 Hidden Valley Rd | Lake Luzerne | NY | 12846 | PC | Unrestricted | $5,000 |
| First Tee of Canton | ||||||
| 2525 25th Street NE | Canton | OH | 44705 | PC | Unrestricted | $4,500 |
| Foothills Community Foundation | ||||||
| 34250 N 60th St | Scottsdale | AZ | 85266 | PC | Unrestricted | $2,500 |
| Friends of Stark Parks | ||||||
| 5300 Tyner St NW | Canton | OH | 44708 | PC | Unrestricted | $1,500 |
| Friends of Tonto National Forest | ||||||
| 4022 E Greenway Rd Suite 11 | Phoenix | AZ | 85032 | PC | Unrestricted | $2,500 |
| Gennesaret | ||||||
| PO Box 1253 | Cuyahoga Falls | OH | 44223 | PC | Unrestricted | $4,000 |
| Girl Scouts of North East Ohio | ||||||
| One Girl Scout Way | Macedonia | OH | 44056 | PC | Unrestricted | $1,000 |
| Girls on the Run East Central Ohio | ||||||
| 237 Tuscarawas Street W Suite B | Canton | OH | 44702 | PC | Unrestricted | $1,500 |
| Girls on the Run of Northeast Ohio | ||||||
| 8929 Brecksville Rd | Brecksville | OH | 44141 | PC | Unrestricted | $1,500 |
| Goodwill Industries | ||||||
| 408 9th St SW | Canton | OH | 44707 | PC | Unrestricted | $1,700 |
| JRC (formerly JR Coleman) | ||||||
| 3300 Parkway Street NW | Canton | OH | 44708 | PC | Unrestricted | $2,500 |
| Lets Grow Akron | ||||||
| 467 Harvey Ave | Akron | OH | 44314 | PC | Unrestricted | $1,500 |
| Massillon Area Greenways | ||||||
| 135 Lake Ave NW | Massillon | OH | 44647 | PC | Unrestricted | $1,000 |
| McDowell Sonoran Conservancy | ||||||
| 8175 E Evans Road 12817 | Scottsdale | AZ | 85260 | PC | Unrestricted | $1,500 |
| Meals on Wheels of Northeast Ohio | ||||||
| 2363 Nave Road SE | Massillon | OH | 44646 | PC | Unrestricted | $1,000 |
| Mobile Comunidad | ||||||
| 100 Memorial Square | Fort Davis | TX | 79734 | PC | Unrestricted | $2,500 |
| Morehead State University - Hansen Endowment | ||||||
| PO Box 1887 | Morehead | KY | 40351 | PC | Unrestricted | $1,000 |
| National Inventors Hall Of Fame - Camp Invention | ||||||
| 3701 Highland Park NW | North Canton | OH | 44720 | PC | Unrestricted | $2,500 |
| No Kid Hungry (Share Our Strength) | ||||||
| PO Box 75475 | Baltimore | MD | 21275 | PC | Unrestricted | $1,000 |
| North Canton Playhouse | ||||||
| 525 Seventh St NE | North Canton | OH | 44720 | PC | Unrestricted | $1,500 |
| Ohio & Erie Canalway | ||||||
| 47 W Exchange St | Akron | OH | 44308 | PC | Unrestricted | $1,500 |
| Ohio CPA Foundation | ||||||
| 4249 Easton Way Suite 150 | Columbus | OH | 43219 | PC | Unrestricted | $1,500 |
| Our Lady of the Elms | ||||||
| 1375 W Market St | Akron | OH | 44313 | PC | Unrestricted | $1,000 |
| Paul & David Carol YMCA of Jackson Township | ||||||
| 7389 Caritas Circle NW | Massillon | OH | 44646 | PC | Unrestricted | $2,500 |
| Phoenix Theatre Company | ||||||
| 1825 N Central Ave | Phoenix | AZ | 85004 | PC | Unrestricted | $1,000 |
| Planned Parenthood of Greater Ohio | ||||||
| 444 W Exchange St | Akron | OH | 44302 | PC | Unrestricted | $20,000 |
| Project Ed Bear | ||||||
| 3863 Granger Road | Akron | OH | 44333 | PC | Unrestricted | $1,000 |
| Refuge of Hope Ministries | ||||||
| 405 Third St NE | Canton | OH | 44702 | PC | Unrestricted | $2,500 |
| Stark Community Foundation | ||||||
| 400 Market Avenue North Suite 200 | Canton | OH | 44702 | PC | Unrestricted | $2,500 |
| Stark County Hunger Taskforce | ||||||
| 408 9th St SW | Canton | OH | 44707 | PC | Unrestricted | $5,000 |
| Stark County Imagination Library | ||||||
| 715 Market Ave N | Canton | OH | 44702 | PC | Unrestricted | $1,500 |
| Stewart's Caring Place | ||||||
| 3501 Ridge Park Dr | Fairlawn | OH | 44333 | PC | Unrestricted | $2,500 |
| Summit County Metro Parks | ||||||
| 975 Treaty Line Rd | Akron | OH | 44313 | PC | Unrestricted | $1,500 |
| Tarry House | ||||||
| 564 Diagonal Road | Akron | OH | 44320 | PC | Unrestricted | $2,500 |
| United Disability Services | ||||||
| 701 South Main St | Akron | OH | 44311 | PC | Unrestricted | $2,500 |
| United Way of Summit County Imagination Library | ||||||
| 37 N High Street | Akron | OH | 44308 | PC | Unrestricted | $1,500 |
| University of Akron | ||||||
| 259 South Broadway St | Akron | OH | 44325 | PC | Unrestricted | $2,500 |
| Valley of the Sun United Way | ||||||
| 3200 E Camelback Rd 375 | Phoenix | AZ | 85018 | PC | Unrestricted | $2,500 |
| Wikimedia Foundation Inc | ||||||
| 1 Montgomery St Ste 1600 | San Francisco | CA | 94104 | PC | Unrestricted | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $173,200 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $111,379 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $215,006 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $326,385 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $326,385 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Select Fiduciary | CategoryTxt |
| Amt | $400 | Amt |
| Net Investment Income | $200 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $200 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | T Rowe Price Short-Term Bond Fund | BondNm |
| EOY Book Value | $8,980 | EOYBookValueAmt |
| EOYFMV | $8,612 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| T Rowe Price Balanced Fund | $60,528 | $67,076 |
| T Rowe Price Blue Chip Growth Fund | $37,257 | $92,057 |
| T Rowe Price Capital Appreciation I Class | $789,822 | $895,725 |
| T Rowe Price European Stock | $53,080 | $53,683 |
| T Rowe Price Extended Equity Market Index | $67,081 | $69,130 |
| T Rowe Price Personal Strategy Growth | $1,690,865 | $1,782,329 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Ohio State Filing Fee | $200 | $200 |
| Corporate Fees | $25 | $25 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| Federal Excise Tax | $174 |
| Federal Excise Tax Estimated Payments | $2,280 |
Comments