FIRSTENERGY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- FIRSTENERGY FOUNDATION (EIN 34-6514181)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202243199349110214
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T19:57:37-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 MONUMENT CIR STE 4000 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | 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 | 346514181 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FirstEnergy Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % LORNA WISHAM | InCareOfNm |
| Business Name Control | FIRS | BusinessNameControlTxt |
| Phone | 3303845752 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 76 SOUTH MAIN STREET | AddressLine1Txt |
| City | Akron | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44308 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LORNA WISHAM | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 3303845752 | PhoneNum |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LORNA | PersonFirstNm |
| Person Last | WISHAM | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER D RHODERICK | PreparerPersonNm |
| PTIN | P00395735 | PTIN |
| Phone | 3176817000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| 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 | $145,472,611 | 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 | $4,122,213 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $2,623,588 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,623,588 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $16,021,415 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $56,654,121 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $16,021,415 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Net Invst Incm | $107,869 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $22,767,216 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $18,752,872 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $37,121 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $37,121 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $95,325 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $95,325 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $398,530 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,435 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,435 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $536,411 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $95,325 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $42,556 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,075,394 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,198,507 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,611,805 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $95,325 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,241,063 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $17,155,411 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $18,657,547 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,711,163 | CashBOYAmt |
| Cash EOY | $14,132,920 | CashEOYAmt |
| Cash EOYFMV | $14,132,920 | CashEOYFMVAmt |
| US Government Obligations BOY | $10,031,140 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $52,782,411 | CorporateStockBOYAmt |
| Corporate Stock EOY | $72,508,693 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $82,104,437 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $38,497,092 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $45,675,312 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $43,555,080 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $8,613,996 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,486,014 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,680,174 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $118,635,802 | TotalAssetsBOYAmt |
| Total Assets EOY | $137,802,939 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $145,472,611 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $118,635,802 | CapitalStockBOYAmt |
| Capital Stock EOY | $137,802,939 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $118,635,802 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $137,802,939 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $118,635,802 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $137,802,939 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $118,635,802 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $17,155,411 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,011,726 | OtherIncreasesAmt |
| Subtotal | $137,802,939 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $137,802,939 | 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 | $50,691,833 | GrossSalesPriceAmt |
| Cost Or Other Basis | $40,632,706 | CostOrOtherBasisAmt |
| Gain Or Loss | $10,059,127 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $10,059,127 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $16,021,415 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $259,340 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $259,340 | SubtotalAmt |
| Tax Based On Investment Income | $259,340 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $349,416 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $349,416 | TotalPaymentsAndCreditsAmt |
| Overpayment | $90,076 | OverpaymentAmt |
| Applied To ES Tax | $90,076 | AppliedToESTaxAmt |
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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LORNA WISHAM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3303845752 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 76 SOUTH MAIN STREET | AddressLine1Txt |
| City | AKRON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44308 | 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 | Yes (true) | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | Yes (true) | ActsFailToQlfyAsExceptionsInd |
| 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 | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (true) | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| Samuel L Belcher | ||||||||
| 76 SOUTH MAIN STREET | Akron | OH | 44308 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| Bennett L Gaines | ||||||||
| 76 SOUTH MAIN STREET | Akron | OH | 44308 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| Lorna Wisham | ||||||||
| 76 SOUTH MAIN STREET | Akron | OH | 44308 | PRESIDENT | 24.0 | $0 | $0 | $0 |
| Mary M Swann | ||||||||
| 76 SOUTH MAIN STREET | Akron | OH | 44308 | SECRETARY | 0.25 | $0 | $0 | $0 |
| K Jon Taylor | ||||||||
| 76 SOUTH MAIN STREET | Akron | OH | 44308 | TREASURER | 0.25 | $0 | $0 | $0 |
| Steven R Staub | ||||||||
| 76 SOUTH MAIN STREET | Akron | OH | 44308 | ASSISTANT TREASURER | 0.25 | $0 | $0 | $0 |
| Daniel M Dunlap | ||||||||
| 76 SOUTH MAIN STREET | Akron | OH | 44308 | ASSISTANT SECRETARY | 0.25 | $0 | $0 | $0 |
| Irena M Prezelj | ||||||||
| 76 SOUTH MAIN STREET | Akron | OH | 44308 | TRUSTEE | 0.25 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PNC INSTITUTIONAL ASSET MANAGEMENT | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 CASCADE PLZ | AddressLine1Txt |
| City | AKRON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44308 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MGMT | ServiceTypeTxt |
| Compensation | $50,083 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $133,401,488 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,289,130 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $141,690,618 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $141,690,618 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,125,359 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $139,565,259 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,978,263 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,978,263 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $259,340 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $259,340 | TotalTaxAmt |
| Distributable Before Adj | $6,718,923 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $6,718,923 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $6,718,923 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,241,063 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $5,241,063 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,718,923 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $3,193,937 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,729,380 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $4,565,523 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,697,970 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,795,414 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $15,982,224 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,241,063 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $5,241,063 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $1,477,860 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $1,477,860 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $14,504,364 | TotalCorpusAmt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,716,077 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $12,788,287 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,729,380 | ExcessFromYear4Amt |
| Excess From Year3 | $4,565,523 | ExcessFromYear3Amt |
| Excess From Year2 | $1,697,970 | ExcessFromYear2Amt |
| Excess From Year1 | $3,795,414 | ExcessFromYear1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LORNA WISHAM | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 76 S MAIN ST | AddressLine1Txt |
| City | AKRON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44308 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3303845752 | RecipientPhoneNum |
| Form And Info And Materials | ONE OR TWO PAGE LETTER STATING THE AMOUNT REQUEST, ORGANIZATION AND NEED FOR GRANT, ETC | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THERE ARE NO SUBMISSION DEADLINES, APPLICATIONS REVIEWED AS THEY ARE RECEIVED | SubmissionDeadlinesTxt |
| Restrictions On Awards | AWARDS ARE MADE TO ORGANIZATIONS LOCATED IN THE CONTINENTAL US & INCLUDE HEALTH WELFARE 1 EDUCATION OR ART | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHMENT | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEE ATTACHMENT | AddressLine1Txt |
| City | SEE ATTACHMENT | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44308 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | VARIOUS | GrantOrContributionPurposeTxt |
| Amt | $5,075,394 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,075,394 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,623,588 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $16,021,415 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $18,645,003 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $18,645,003 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | Yes (true) | 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 |
Transfer Schedule Detail TransferScheduleDetail (24 entries)
| Line NumberLineNumberTxt | InvolvedInvolvedAmt | Transfers Trans And Shr ArrngmTransfersTransAndShrArrngmDesc |
|---|---|---|
| VINEWORKS INITIATIVE | ||
| 1a(1) | $2,500 | GRANT |
| PUNXSUTAWNEY CHAMBER | ||
| 1a(1) | $1,575 | GRANT |
| ROTARY CLUB-SPRINGFI | ||
| 1a(1) | $1,500 | GRANT |
| SCARC FOUNDATION | ||
| 1a(1) | $5,000 | GRANT |
| KITTANING HOSE CO | ||
| 1a(1) | $250 | GRANT |
| ALZHEIMERS ASSOC | ||
| 1a(1) | $2,500 | GRANT |
| ALZHEIMERS ASSOC | ||
| 1a(1) | $5,000 | GRANT |
| RONAALD MCDONALD HOU | ||
| 1a(1) | $5,000 | GRANT |
| URBAN LEAGUE - MORRI | ||
| 1a(1) | $5,000 | GRANT |
| GUTHRIE HEALTHCARE | ||
| 1a(1) | $2,500 | GRANT |
| NATIONAL KIDNEY FDN | ||
| 1a(1) | $1,500 | GRANT |
| BRADLEY FOOD PANTRY | ||
| 1a(1) | $50 | GRANT |
| LOWER BURRELL VFD | ||
| 1a(1) | $50 | GRANT |
| ROTARY CLUB YOUNGSTO | ||
| 1a(1) | $100 | GRANT |
| FLORHAM PARK PUBLIC | ||
| 1a(1) | $25 | GRANT |
| UNITED STATE DERBY | ||
| 1a(1) | $1,700 | GRANT |
| MANOR VFD | ||
| 1a(1) | $200 | GRANT |
| ALZHEIMERS ASSOC HAR | ||
| 1a(1) | $260 | GRANT |
| ALZHEIMERS ASSOC ERI | ||
| 1a(1) | $500 | GRANT |
| ALZHEIMERS ASSOC MOR | ||
| 1a(1) | $100 | GRANT |
| AMERICAN CANCER SOCI | ||
| 1a(1) | $106 | GRANT |
| CYSTIC FIBROSIS FDN | ||
| 1a(1) | $6,350 | GRANT |
| NAT MULTI SCLEROSIS | ||
| 1a(1) | $100 | GRANT |
| NATIONAL MULTI SCLER | ||
| 1a(1) | $506 | GRANT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | FIRSTENERGY CORP | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 76 S MAIN ST | AddressLine1Txt |
| City | AKRON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44308 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $4,122,213 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX RETURN PREPARATION FEES | CategoryTxt |
| Amt | $37,121 | Amt |
| Disbursements Charitable Prps | $37,121 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DOUBLELINE TOTAL RETURN BOND | $12,852,722 | $12,524,015 |
| METROPOLITAN WEST TOTAL RETURN | $13,208,202 | $11,466,896 |
| PIMCO INCOME FUND | $16,010,200 | $15,909,060 |
| WELLS FARGO CORE BOND FUND | ||
| ALLSPRING CORE BOND FUND | $3,604,188 | $3,655,109 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EUROPACIFIC GROWTH FUND | $7,863,150 | $8,383,232 |
| ALGER SPECTRA FUND CLASS I | $6,549,484 | $7,465,342 |
| DFA LARGE CAP INTERNATIONAL 28 | ||
| ARTISAN INTERNATIONAL FUND | $8,025,499 | $9,515,707 |
| VANGUARD FTSE EM FUND | $3,509,880 | $4,179,321 |
| EATON VANCE - ATL FUND | $8,766,423 | $11,270,575 |
| FIDELITY 500 INDEX | $5,066,040 | $8,441,453 |
| VERSUS CAPITAL RE INCOME FUND | $5,347,816 | $5,809,078 |
| DIAMOND HILL LARGE CAP FUND | $14,003,074 | $14,241,044 |
| AMERICAN BEACON AHL | $3,735,090 | $3,378,995 |
| AMERICAN CTRY SMALL CAP FUND | $9,642,237 | $9,419,690 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ICAPITAL HRBRVST DOVER ST X | AT COST | $2,100,000 | $2,100,000 |
| STONE RIDGE REINSURANCE RISK | AT COST | $427,613 | $399,810 |
| VERSUS CAPITAL REAL ASSET FUND | AT COST | $2,958,401 | $3,180,364 |
| ANGEL OAK MULTI-STRAT FUND | AT COST |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BOOKS,SUBSCRIPTIONS | $3,735 | $0 | $0 | $3,735 |
| ADMINISTRATIVE FEES | $1,700 | $0 | $0 | $1,700 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PASSTHROUGH INCOME FROM K-1 | Desc |
| Net Investment Income | $107,869 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJUSTMENT FOR K-1 CARRYING VALUE | Desc |
| Amt | $2,011,726 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $45,242 | $45,242 | $0 | $0 |
| ADVISORY FEES | $50,083 | $50,083 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $398,530 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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