FIBUS FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- FIBUS FAMILY FOUNDATION (EIN 34-1340458)
- Tax period
- 2019-06-01 to 2020-05-31
- Filed
- 2021-01-22
- IRS object ID
- 202100229349100610
- Schema version
- 2019v5.1
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-01-22T14:41:25-06:00 | ReturnTs |
| Tax Period End | 2020-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341897225 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HILL BARTH & KING LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6603 SUMMIT DRIVE | AddressLine1Txt |
| City | CANFIELD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44406 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341340458 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIBUS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FIBU | BusinessNameControlTxt |
| Phone | 3305447171 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 470 | AddressLine1Txt |
| City | NILES | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44446 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | C KENNETH FIBUS | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3305447171 | PhoneNum |
| Signature | 2021-01-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES DASCENZO | PreparerPersonNm |
| PTIN | P00045020 | PTIN |
| Phone | 3307588613 | PhoneNum |
| Preparation | 2021-01-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $5,481,853 | 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 | $300,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $245,424 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $245,424 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$38,870 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $940,281 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $506,554 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $245,424 | 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 |
| Accounting Fees Rev And Expnss | $1,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,950 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $5,364 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $200 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $26,924 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $26,817 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $107 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $34,238 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $26,817 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,257 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $353,373 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $353,373 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $387,611 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $26,817 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $355,630 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $118,943 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $218,607 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $62,233 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $55,192 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $55,192 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,526,956 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,738,384 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,101,033 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,379,516 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,299,831 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,325,628 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $4,968,705 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,093,407 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,481,853 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,968,705 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,093,407 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,968,705 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,093,407 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,968,705 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,093,407 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,968,705 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $118,943 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,759 | OtherIncreasesAmt |
| Subtotal | $5,093,407 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,093,407 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (28 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CHARLES SCHWAB US MC ETF | P | 2016-08-09 | 2019-07-24 | $2,450 | $1,833 | $617 | $617 |
| EDGEWOOD GROWTH INSTL | P | 2014-10-21 | 2019-07-24 | $2,480 | $1,401 | $1,079 | $1,079 |
| HARDING LOEVNER INTL | P | 2014-05-19 | 2019-07-24 | $3,372 | $2,751 | $621 | $621 |
| ISHARES RUSSELL 1000 | P | 2010-03-08 | 2019-07-24 | $5,348 | $2,019 | $3,329 | $3,329 |
| MFS VALUE FUND CL I | P | 2018-04-16 | 2019-07-24 | $2,882 | $2,711 | $171 | $171 |
| OSTERWEIS STRATEGIC INCOME FUND | P | 2000-01-01 | 2019-07-24 | $204,743 | $216,134 | -$11,391 | -$11,391 |
| PIMCO INTL BOND US | P | 2017-07-26 | 2019-07-24 | $1,394 | $1,327 | $67 | $67 |
| PRINCIPAL DIVERSIFIED REAL ASSET INST | P | 2000-01-01 | 2019-07-24 | $120,867 | $119,720 | $1,147 | $1,147 |
| VIRTUS SEIX FLOAT RATE HIGH INCM | P | 2000-01-01 | 2019-07-24 | $24,174 | $24,850 | -$676 | -$676 |
| EDGEWOOD GROWTH INSTL | P | 2019-03-27 | 2019-10-02 | $1,461 | $1,418 | $43 | $43 |
| EDGEWOOD GROWTH INSTL | P | 2014-10-21 | 2019-10-02 | $35,105 | $20,702 | $14,403 | $14,403 |
| JPMORGAN STRATEGIC INCM OPPTY | P | 2019-07-24 | 2020-02-26 | $9,866 | $9,934 | -$68 | -$68 |
| LOOMIS SAYLES STRATEGIC ALPHA Y | P | 2019-03-27 | 2020-02-26 | $13,003 | $12,966 | $37 | $37 |
| NUVEEN SMALL CAP VALUE | P | 2019-03-27 | 2020-02-26 | $7,109 | $7,673 | -$564 | -$564 |
| JPMORGAN STRATEGIC INCM OPPTY | P | 2018-12-18 | 2020-02-26 | $117,650 | $117,055 | $595 | $595 |
| NUVEEN SMALL CAP VALUE | P | 2016-08-09 | 2020-02-26 | $41,762 | $44,250 | -$2,488 | -$2,488 |
| GATEWAY FUND CL Y | P | 2019-03-27 | 2020-03-13 | $40,553 | $41,835 | -$1,282 | -$1,282 |
| GATEWAY FUND CL Y | P | 2000-01-01 | 2020-03-13 | $17,968 | $19,007 | -$1,039 | -$1,039 |
| BLACKROCK SYSTEMATIC MULTI STRATEGY | P | 2019-07-24 | 2020-04-22 | $8,951 | $9,004 | -$53 | -$53 |
| FIDELITY ADV REAL ESTATE INCOME FD CL | P | 2000-01-01 | 2020-04-22 | $14,823 | $19,079 | -$4,256 | -$4,256 |
| FRST TRT LOW DTN OPNTS | P | 2020-02-26 | 2020-04-22 | $44,545 | $45,335 | -$790 | -$790 |
| TORTOISE MLP & PIPELINE INST | P | 2000-01-01 | 2020-04-22 | $46,485 | $81,791 | -$35,306 | -$35,306 |
| CHARLES SCHWAB US MC ETF | P | 2016-08-09 | 2020-04-22 | $5,645 | $5,542 | $103 | $103 |
| FIDELITY ADV REAL ESTATE INCOME FD CL | P | 2000-01-01 | 2020-04-22 | $97,664 | $110,118 | -$12,454 | -$12,454 |
| GATEWAY FUND CL Y | P | 2011-08-02 | 2020-04-22 | $58,521 | $47,627 | $10,894 | $10,894 |
| HARDING LOEVNER INTL EQTY PORT INST | P | 2018-10-09 | 2020-04-22 | $4,682 | $5,262 | -$580 | -$580 |
| ISHARE EDGE MSCI MIN VOLEAFE ETF | P | 2019-03-27 | 2020-04-22 | $2,925 | $3,305 | -$380 | -$380 |
| PRINCIPAL DIVERSIFIED REAL ASSET INST | P | 2000-01-01 | 2020-04-22 | $3,853 | $4,502 | -$649 | -$649 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$38,870 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $280,152 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,954,827 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.056541 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $374,400 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,263,316 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.087819 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $343,350 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,398,204 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.101039 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $271,772 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,703,781 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.100516 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $259,803 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,281,580 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.113870 | DistributionYr5Rt |
| Total Distribution | 0.459785 | TotalDistributionRt |
| Average Distribution | 0.091957 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,348,384 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $491,821 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,186 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $494,007 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $355,630 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,372 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,372 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,372 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,200 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,200 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $32 | EsPenaltyAmt |
| Overpayment | $796 | OverpaymentAmt |
| Applied To ES Tax | $796 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | C KENNETH FIBUS | IndividualWithBooksNm |
| Phone | 3305447171 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 470 | AddressLine1Txt |
| City | NILES | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44446 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | C KENNETH FIBUS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 470 | AddressLine1Txt |
| City | NILES | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44446 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 5.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,337,180 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $92,651 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,429,831 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,429,831 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $81,447 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,348,384 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $267,419 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $267,419 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,372 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,372 | TotalTaxAmt |
| Distributable Before Adj | $263,047 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $263,047 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $263,047 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $355,630 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $355,630 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $355,630 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $263,047 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $147,658 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $137,886 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $175,457 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $165,277 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $37,482 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $663,760 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $355,630 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $263,047 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $92,583 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $756,343 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $147,658 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $608,685 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $137,886 | ExcessFromYear4Amt |
| Excess From Year3 | $175,457 | ExcessFromYear3Amt |
| Excess From Year2 | $165,277 | ExcessFromYear2Amt |
| Excess From Year1 | $37,482 | ExcessFromYear1Amt |
| Excess From Current Year | $92,583 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | C KENNETH FIBUS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (103 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ADL | ||||||
| 50 PUBLIC SQUARE 1702 | CLEVALAND | OH | 44113 | PUBLIC CHARITY | CHARITABLE PURPOSES | $500 |
| AFP & CC | ||||||
| 6350 HORIZON DRIVE | TITUSVILLE | FL | 32780 | PUBLIC CHARITY | CHARITABLE PURPOSES | $83 |
| AIPAC | ||||||
| 251 H ST NW | WASHINGTON | DC | 20001 | PUBLIC CHARITY | CHARITABLE PURPOSES | $500 |
| AKIVA ACADEMY | ||||||
| 505 GYPSY LN | YOUNGSTOWN | OH | 44504 | PUBLIC CHARITY | CHARITABLE PURPOSES | $500 |
| AKRON CHILDREN'S HOSP MAH VALLEY | ||||||
| 6505 MARKET ST | BOARDMAN | OH | 44512 | PUBLIC CHARITY | CHARITABLE PURPOSES | $500 |
| ALZHEIMERS ASSOCIATION | ||||||
| 3711 STARR CENTRE DR 4 | CANFIELD | OH | 44406 | PUBLIC CHARITY | CHARITABLE PURPOSES | $1,500 |
| AMERICAN ASSOC BEN GURION UNIV OF THE NEGEV | ||||||
| 1001 6TH AVE | NEW YORK | NY | 10018 | PUBLIC CHARITY | CHARITABLE PURPOSES | $500 |
| AMERICAN CANCER SOCIETY | ||||||
| 525 N BROAD STREET | CANFIELD | OH | 44406 | PUBLIC CHARITY | CHARITABLE PURPOSES | $1,000 |
| AMERICAN DIABETES ASSOCIATION | ||||||
| 4500 ROCKSIDE RD | INDEPENDENCE | OH | 44131 | PUBLIC CHARITY | CHARITABLE PURPOSES | $1,000 |
| AMERICAN FRIENDS OF ISRAEL | ||||||
| 122 E 42ND ST 4507 | NEW YORK | NY | 10168 | PUBLIC CHARITY | CHARITABLE PURPOSES | $500 |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | ||||||
| 30100 CHAGRIN BLVD 150 | PEPPER PIKE | OH | 44124 | PUBLIC CHARITY | CHARITABLE PURPOSES | $1,000 |
| AMERICAN HEART ASSN | ||||||
| 840 SOUTHWESTERN RUN | YOUNGSTOWN | OH | 44514 | PUBLIC CHARITY | CHARITABLE PURPOSES | $1,500 |
| AMERICAN INDIAN COLLEGE FUND | ||||||
| 8333 GREENWOOD BLVD | DENVER | CO | 80221 | PUBLIC CHARITY | CHARITABLE PURPOSES | $250 |
| AMERICAN KIDNEY FUND | ||||||
| 11921 ROCKVILLE PIKE 300 | ROCKVILLE | MD | 20852 | PUBLIC CHARITY | CHARITABLE PURPOSES | $500 |
| AMERICAN LUNG ASSOCIATION | ||||||
| 5755 GRANGER RD STE 905 | INDEPENDENCE | OH | 44131 | PUBLIC CHARITY | CHARITABLE PURPOSES | $500 |
| AMERICAN RED CROSS (YOUNGSTOWN FOUNDATION) | ||||||
| 8381 MARKET ST 6 | YOUNGSTOWN | OH | 44512 | PUBLIC CHARITY | CHARITABLE PURPOSES | $700 |
| ARTHRITIS FOUNDATION | ||||||
| 30775 BAINBRIDGE RD 210 | SOLON | OH | 44139 | PUBLIC CHARITY | CHARITABLE PURPOSES | $500 |
| AVVENIRE SOLUTIONS LLC | ||||||
| 6800 W SNOWVILLE RD 220 | CLEVALAND | OH | 44141 | PUBLIC CHARITY | CHARITABLE PURPOSES | $7,290 |
| BALLET WESTERN RESERVE | ||||||
| 218 W BOARDMAN STREET | YOUNGSTOWN | OH | 44503 | PUBLIC CHARITY | CHARITABLE PURPOSES | $2,500 |
| BIG BROTHERSBIG SISTERS MAHONING | ||||||
| 325 N STATE STREET | GIRARD | OH | 44420 | PUBLIC CHARITY | CHARITABLE PURPOSES | $3,000 |
| BIRTHRIGHT ISRAEL FOUNDATION | ||||||
| 711 3RD AVE 10TH FLOOR | NEW YORK | NY | 10017 | PUBLIC CHARITY | CHARITABLE PURPOSES | $500 |
| B'NAI B'RITH INTERNATIONAL | ||||||
| 1120 20TH ST NW 300N | WASHINGTON | DC | 20036 | PUBLIC CHARITY | CHARITABLE PURPOSES | $300 |
| BOYS & GIRLS CLUB OF YOUNGSTOWN | ||||||
| 2105 OAK HILL AVE | YOUNGSTOWN | OH | 44507 | PUBLIC CHARITY | CHARITABLE PURPOSES | $500 |
| BUTLER INSTITUTE OF AMERICAN ART | ||||||
| 524 WICK AVE | YOUNGSTOWN | OH | 44502 | PUBLIC CHARITY | CHARITABLE PURPOSES | $1,000 |
| CLEVELAND CLINIC FOUNDATION | ||||||
| 2500 METROHEALTH DRIVE | CLEVALAND | OH | 44109 | PUBLIC CHARITY | CHARITABLE PURPOSES | $225 |
| DAVID HOROWITZ FREEDOM CENTER | ||||||
| 14724 VENTURA BLVD | SHERMAN OAKS | CA | 91403 | PUBLIC CHARITY | CHARITABLE PURPOSES | $250 |
| EASTER SEALS YO | ||||||
| 721 BOARDMAN POLAND RD 104 | YOUNGSTOWN | OH | 44512 | PUBLIC CHARITY | CHARITABLE PURPOSES | $2,000 |
| EVERETT JEWISH LIFE CENTER | ||||||
| 36 MASSEY AVE | CHAUTAUQUA | NY | 14722 | PUBLIC CHARITY | CHARITABLE PURPOSES | $1,000 |
| FAIRHAVEN | ||||||
| 3575 TISEN RD | AKRON | OH | 44312 | PUBLIC CHARITY | CHARITABLE PURPOSES | $1,000 |
| FEDERATION BOCA | ||||||
| 9901 DONNA KLEIN BLVD | BOCA RATON | FL | 33428 | PUBLIC CHARITY | CHARITABLE PURPOSES | $25,000 |
| FRESH AIR FUND | ||||||
| 633 3RD AVE | NEW YORK | NY | 10017 | PUBLIC CHARITY | CHARITABLE PURPOSES | $500 |
| FRIEND OF YAD SARAH | ||||||
| 445 PARK AVENUE SUITE 1702 | NEW YORK | NY | 10022 | PUBLIC CHARITY | CHARITABLE PURPOSES | $100 |
| HABITAT FOR HUMANITY (YO FOUNDATION) | ||||||
| 480 YOUNGSTOWN-POLAND RD | STRUTHERS | OH | 44471 | PUBLIC CHARITY | CHARITABLE PURPOSES | $500 |
| HELEN KELLER INTERNATIONAL | ||||||
| ONE DAG HAMMARSKJOLD PLAZA FLOOR 2 | NEW YORK | NY | 10017 | PUBLIC CHARITY | CHARITABLE PURPOSES | $200 |
| HILLEL | ||||||
| 11303 EUCLID AVE | CLEVELAND | OH | 44106 | PUBLIC CHARITY | CHARITABLE PURPOSES | $1,000 |
| HUMANE SOCIEY | ||||||
| 525 W MAIN STREET | CANFIELD | OH | 44406 | PUBLIC CHARITY | CHARITABLE PURPOSES | $250 |
| INTERNATIONAL FELLOWSHIP OF JEWS & CHRISTIANS | ||||||
| 30 N LASALLE ST 4300 | CHICAGO | IL | 60602 | PUBLIC CHARITY | CHARITABLE PURPOSES | $100 |
| JEWISH FED OF GREATER PITTS - CLASSROOMS WOUT BORDERS | ||||||
| 2000 TECHNOLOGY DR | PITTSBURGH | PA | 15219 | PUBLIC CHARITY | CHARITABLE PURPOSES | $2,000 |
| JEWISH FILM FESTIVAL | ||||||
| 1800 PEACHTREE STREET NW | ATLANTA | GA | 30309 | PUBLIC CHARITY | CHARITABLE PURPOSES | $2,500 |
| JEWISH WAR VETERANS | ||||||
| 7220 SUGARWOOD RD NE | CANTON | OH | 44721 | PUBLIC CHARITY | CHARITABLE PURPOSES | $125 |
| JEWISH WOMEN'S FOUNDATION | ||||||
| 130 E 59TH STREET | NEW YORK | NY | 10022 | PUBLIC CHARITY | CHARITABLE PURPOSES | $2,000 |
| JUNIOR ACHIEVEMENT | ||||||
| 1601 MOTOR INN DR 305 | GIRARD | OH | 44420 | PUBLIC CHARITY | CHARITABLE PURPOSES | $1,000 |
| LEADERSHIP INSTITUE | ||||||
| 1101 N HIGHLAND STREET | ARLINGTON | VA | 22201 | PUBLIC CHARITY | CHARITABLE PURPOSES | $250 |
| LEUKEMIA AND LYMPHOMA SOCIETY | ||||||
| 333 E CARSON ST 441E | PITTSBURGH | PA | 15219 | PUBLIC CHARITY | CHARITABLE PURPOSES | $300 |
| LUPUS FOUNDATION OF AMERICA | ||||||
| 2121 K STREET NW | WASHINGTON | DC | 20037 | PUBLIC CHARITY | CHARITABLE PURPOSES | $100 |
| MACULAR DEGENERATION RESEARCH | ||||||
| 22512 GATEWAY CENTER DRIVE | CLARKSBURG | MD | 20871 | PUBLIC CHARITY | CHARITABLE PURPOSES | $100 |
| MADD | ||||||
| 511 E JOHN CARPENTER FREEWAY | IRVING | TX | 75062 | PUBLIC CHARITY | CHARITABLE PURPOSES | $100 |
| MAHONING VALLEY HISTORICAL SOCIETY | ||||||
| 325 W FEDERAL STREET | YOUNGSTOWN | OH | 44503 | PUBLIC CHARITY | CHARITABLE PURPOSES | $500 |
| MAKE-A-WISH | ||||||
| 1001 STATE ST 502 | ERIE | PA | 16501 | PUBLIC CHARITY | CHARITABLE PURPOSES | $200 |
| MARCH OF DIMES | ||||||
| 1601 MOTOR INN DR 250 | GIRARD | OH | 44420 | PUBLIC CHARITY | CHARITABLE PURPOSES | $200 |
| MARINE TOYS FOR TOTS | ||||||
| 1305 S MAIN ST | MEADVILLE | PA | 16335 | PUBLIC CHARITY | CHARITABLE PURPOSES | $250 |
| MEMORIAL SLOAN KETTERING HOSP | ||||||
| 1275 YORK AVE | NEW YORK | NY | 10065 | PUBLIC CHARITY | CHARITABLE PURPOSES | $100 |
| MILLCREEK CHILDREN'S CENTER | ||||||
| 44 ESSEX ST | YOUNGSTOWN | OH | 44502 | PUBLIC CHARITY | CHARITABLE PURPOSES | $2,000 |
| NATIONAL GLAUCOMA CENTER | ||||||
| 655 BEACH STREET | SAN FRANCISCO | CA | 94120 | PUBLIC CHARITY | CHARITABLE PURPOSES | $100 |
| NATIONAL JEWISH HEALTH | ||||||
| 1400 JACKSON STREET | DENVER | CO | 80206 | PUBLIC CHARITY | CHARITABLE PURPOSES | $200 |
| NEOMED FOUND | ||||||
| 4209 OH-44 | ROOTSTOWN | OH | 44272 | PUBLIC CHARITY | CHARITABLE PURPOSES | $40,000 |
| NORMA LEAH OVARIAN CANCER INITIATIVE | ||||||
| 1614 2ND AVE | ROCK ISLAND | IL | 61201 | PUBLIC CHARITY | CHARITABLE PURPOSES | $500 |
| OH WOW (YO FOUNDATION) | ||||||
| 11 W FEDERAL ST | YOUNGSTOWN | OH | 44503 | PUBLIC CHARITY | CHARITABLE PURPOSES | $1,000 |
| OHIO FOUNDATION INDEPENDENT COLLEGES | ||||||
| 250 E BROAD ST UNIT 1700 | COLUMBUS | OH | 43215 | PUBLIC CHARITY | CHARITABLE PURPOSES | $6,600 |
| PARALYZED VETERANS | ||||||
| 26250 EUCLID AVE 115 | CLEVELAND | OH | 44132 | PUBLIC CHARITY | CHARITABLE PURPOSES | $250 |
| PARKINSON FOUNDATION | ||||||
| 5969 CATTLERIDGE BLVD | SARASOTA | FL | 34232 | PUBLIC CHARITY | CHARITABLE PURPOSES | $500 |
| PINE STREET INN | ||||||
| 444 HARRISON AVE | BOSTON | MA | 02118 | PUBLIC CHARITY | CHARITABLE PURPOSES | $200 |
| PLANNED PARENTHOOD ACTION FUND | ||||||
| 77 E MIDLOTHIAN BLVD | YOUNGSTOWN | OH | 44507 | PUBLIC CHARITY | CHARITABLE PURPOSES | $250 |
| PROJECT HOPE | ||||||
| 25 FREEDOM RD | PAINESVILLE | OH | 44077 | PUBLIC CHARITY | CHARITABLE PURPOSES | $50 |
| PROSTATE CANCER FUND | ||||||
| 1250 4TH STREET | SANTA MONICA | CA | 90401 | PUBLIC CHARITY | CHARITABLE PURPOSES | $100 |
| REAGAN RANCH | ||||||
| 217 STATE STREET | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | CHARITABLE PURPOSES | $50 |
| RESCUE MISSION OF MAHONING VALLEY | ||||||
| 962 MARTIN LUTHER KING JR BLVD | YOUNGSTOWN | OH | 44510 | PUBLIC CHARITY | CHARITABLE PURPOSES | $500 |
| RICH CENTER FOR AUTISM | ||||||
| 1 UNIVERSITY PLAZA | YOUNGSTOWN | OH | 44555 | PUBLIC CHARITY | CHARITABLE PURPOSES | $500 |
| RUSH UNIVERSITY MEDICAL CENTER | ||||||
| 600 S PAULINA ST SUITE 524 | CHICAGO | IL | 60612 | PUBLIC CHARITY | CHARITABLE PURPOSES | $5,000 |
| RUTH & NORMAN RALES JEWISH FAM SVCS | ||||||
| 21300 RUTH AND BARON COLEMAN BLVD | BOCA RATON | FL | 33428 | PUBLIC CHARITY | CHARITABLE PURPOSES | $5,000 |
| SALVATION ARMY YO | ||||||
| 1501 GLENWOOD AVE | YOUNGSTOWN | OH | 44511 | PUBLIC CHARITY | CHARITABLE PURPOSES | $500 |
| SECOND HARVEST (YOUNGSTOWN FOUNDATION) | ||||||
| 2805 SALT SPRINGS RD | YOUNGSTOWN | OH | 44509 | PUBLIC CHARITY | CHARITABLE PURPOSES | $5,000 |
| SECOND HARVEST FOOD BANK | ||||||
| 2805 SALT SPRINGS RD | YOUNGSTOWN | OH | 44509 | PUBLIC CHARITY | CHARITABLE PURPOSES | $500 |
| SENIOR COALITION | ||||||
| 1250 CONNECTICUT AVE NW | WASHINGTON | DC | 20036 | PUBLIC CHARITY | CHARITABLE PURPOSES | $50 |
| SHRINERS HOSPITAL FOR CHILDREN | ||||||
| 1645 W 8TH ST | ERIE | PA | 16505 | PUBLIC CHARITY | CHARITABLE PURPOSES | $250 |
| SIMON WIESENTHAL CENTER | ||||||
| 1399 S ROXBURY DRIVE | LOS ANGELES | CA | 90035 | PUBLIC CHARITY | CHARITABLE PURPOSES | $500 |
| SMILE TRAIN | ||||||
| 633 THIRD AVENUE | NEW YORK | NY | 10017 | PUBLIC CHARITY | CHARITABLE PURPOSES | $250 |
| SOUTHERN POVERTY | ||||||
| 403 WASHINGTON AVE | MONTGOMERY | AL | 36104 | PUBLIC CHARITY | CHARITABLE PURPOSES | $300 |
| SPECIAL OLYMPICS | ||||||
| 1133 19TH STREET NW | WASHINGTON | DC | 20017 | PUBLIC CHARITY | CHARITABLE PURPOSES | $150 |
| ST JUDE | ||||||
| 600 WATERFRONT DR 210 | PITTSBURGH | PA | 15222 | PUBLIC CHARITY | CHARITABLE PURPOSES | $100 |
| ST LABRAE INDIAN SCHOOL | ||||||
| TONGUE RIVER RD | ASHLAND | MT | 59003 | PUBLIC CHARITY | CHARITABLE PURPOSES | $500 |
| SUSAN G KOMEN | ||||||
| 1309 N FLAGLER DR 5 | WEST PALM BEACH | FL | 33401 | PUBLIC CHARITY | CHARITABLE PURPOSES | $100 |
| TEMPLE EL EMETH | ||||||
| 3970 LOGAN WAY | YOUNGSTOWN | OH | 44505 | PUBLIC CHARITY | CHARITABLE PURPOSES | $600 |
| THE AMERICAN LEGION | ||||||
| 2225 GLENWOOD AVE | YOUNGSTOWN | OH | 44501 | PUBLIC CHARITY | CHARITABLE PURPOSES | $100 |
| THE ENGLISH CENTER | ||||||
| 1119 ELM ST | YOUNGSTOWN | OH | 44501 | PUBLIC CHARITY | CHARITABLE PURPOSES | $5,000 |
| THE HERITAGE FOUNDATION | ||||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20002 | PUBLIC CHARITY | CHARITABLE PURPOSES | $500 |
| TRUMBULL MOBILE MEALS | ||||||
| 323 E MARKET STREET | WARREN | OH | 44481 | PUBLIC CHARITY | CHARITABLE PURPOSES | $5,000 |
| UM SYLVESTER COMPREHENSIVE CANCER CENTER | ||||||
| 1192 E NEWPORT CENTER DR 100 | DEERFIELD BEACH | FL | 33136 | PUBLIC CHARITY | CHARITABLE PURPOSES | $200 |
| UNITED WAY - YO | ||||||
| 255 WATT STREET | YOUNGSTOWN | OH | 44505 | PUBLIC CHARITY | CHARITABLE PURPOSES | $5,000 |
| US HOLOCAUST MUSEUM | ||||||
| 100 RAOUL WALLENBERG PL SW | WASHINGTON | DC | 20024 | PUBLIC CHARITY | CHARITABLE PURPOSES | $1,000 |
| USO | ||||||
| 20637 EMERALD PKWY | CLEVELAND | OH | 44135 | PUBLIC CHARITY | CHARITABLE PURPOSES | $350 |
| VETS HELPING HEROES | ||||||
| 980 N FEDERAL HWY | BOCA RATON | FL | 33432 | PUBLIC CHARITY | CHARITABLE PURPOSES | $3,000 |
| VICTORY CHRISTIAN CHURCH | ||||||
| 3899 MCCARTNEY RD | LOWELLVILLE | OH | 44436 | PUBLIC CHARITY | CHARITABLE PURPOSES | $1,000 |
| WESTERN RESERVE PUBLIC | ||||||
| 1750 CAMPUS CENTER DRIVE | KENT | OH | 44240 | PUBLIC CHARITY | CHARITABLE PURPOSES | $200 |
| YO AREA JEWISH FEDERATION | ||||||
| 505 GYPSY LANE | YOUNGSTOWN | OH | 44504 | PUBLIC CHARITY | CHARITABLE PURPOSES | $150,000 |
| YO BUSINESS INCUBATOR | ||||||
| 241 W FEDERAL ST | YOUNGSTOWN | OH | 44503 | PUBLIC CHARITY | CHARITABLE PURPOSES | $20,000 |
| YO NEIGHBORHOOD DEV CORP | ||||||
| 820 CANFIELD RD | YOUNGSTOWN | OH | 44511 | PUBLIC CHARITY | CHARITABLE PURPOSES | $5,000 |
| YOUNGSTOWN CITYSCAPE | ||||||
| 2ND FLOOR 15 FEDERAL PLAZA CENTRAL | YOUNGSTOWN | OH | 44503 | PUBLIC CHARITY | CHARITABLE PURPOSES | $1,100 |
| YOUNGSTOWN FOUNDATION | ||||||
| 100 E FEDERAL ST | YOUNGSTOWN | OH | 44503 | PUBLIC CHARITY | CHARITABLE PURPOSES | $5,850 |
| YOUNGSTOWN STATE UNIVERSITY FOUNDATION | ||||||
| 1 UNIVERSITY PLAZA | YOUNGSTOWN | OH | 44555 | PUBLIC CHARITY | CHARITABLE PURPOSES | $5,000 |
| YOUNGSTOWN SYMPHONY ORCHESTRA | ||||||
| 260 W FEDERAL ST | YOUNGSTOWN | OH | 44503 | PUBLIC CHARITY | CHARITABLE PURPOSES | $1,500 |
| YWCA MAHONING VALLEY (YOUNGSTOWN FOUNDATION) | ||||||
| 633 THIRD AVE | NEW YORK | NY | 10017 | PUBLIC CHARITY | CHARITABLE PURPOSES | $1,000 |
| YWCA MAHONING VALLEY | ||||||
| 25 W RAYEN AVE | YOUNGSTOWN | OH | 44503 | PUBLIC CHARITY | CHARITABLE PURPOSES | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $353,373 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $245,424 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | -$38,870 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $206,554 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $206,554 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | ACTIVITY PROVIDES FUNDS TO ALLOW FOUNDATION TO CONTINUE EXEMPT PURPOSE | RelationshipStatementTxt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| DINESOL PLASTICS INC | ||||||
| 1 | PO BOX 470 | NILES | OH | 44446 | $200,000 | Yes (X) |
| FIBUS FAMILY PROPERTIES LLC | ||||||
| 2 | PO BOX 470 | NILES | OH | 44446 | $50,000 | Yes (X) |
| BOB HENDRICKS | ||||||
| 3 | 8805 N PALMYRA RD | CANFIELD | OH | 44406 | $50,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,950 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,950 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | MUTUAL FUNDS - BOND FUNDS | BondNm |
| EOY Book Value | $1,299,831 | EOYBookValueAmt |
| EOYFMV | $1,325,628 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MUTUAL FUNDS - EQUITY AND ETF FUNDS | StockNm |
| EOY Book Value | $3,738,384 | EOYBookValueAmt |
| EOYFMV | $4,101,033 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $26,817 | $26,817 | $0 |
| BANK FEES | $107 | $0 | $107 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TO ADJUST COST BASIS OF STOCKS TO ACTUAL | Desc |
| Amt | $5,759 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE FILING FEE | $200 | $0 | $200 |
| FEDERAL TAXES | $5,164 | $0 | $0 |
Comments