BURTON D MORGAN FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- BURTON D MORGAN FOUNDATION INC (EIN 34-6598971)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-05
- IRS object ID
- 202103099349101130
- Schema version
- 2020v4.1
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Expln Of Non Filing With AG Stmt
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-05T13:00:43-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 S Wacker Drive Ste 3300 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 346598971 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Burton D Morgan Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BURT | BusinessNameControlTxt |
| Phone | 3306551660 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22 Aurora St | AddressLine1Txt |
| City | Hudson | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44236 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Deborah D Hoover | PersonNm |
| Person Title | President/CEO | PersonTitleTxt |
| Phone | 3306551660 | PhoneNum |
| Signature | 2021-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Deborah | PersonFirstNm |
| Person Last | Hoover | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Rebekuh Eley | PreparerPersonNm |
| PTIN | P01247672 | PTIN |
| Phone | 3126343400 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $188,965,982 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $3,500 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $11,629 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11,629 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,457,250 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,317,544 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $100 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $100 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $100 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $15,741,135 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $53,982,874 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $15,337,170 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $141,618 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $122,155 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $19,355,232 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $18,788,598 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $735,848 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $129,671 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $579,371 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $413,108 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $54,159 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $368,029 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $223,623 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $29,317 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $193,485 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $6,418 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $841 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $16,351 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $43,619 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,719 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $36,597 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $560,833 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $542,977 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $17,856 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $220,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $148,331 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $19,446 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $24,742 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $3,244 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $21,605 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $57,944 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $7,415 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $49,144 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $7,135 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $935 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $6,200 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $681,465 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $234,390 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $658,024 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,123,066 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,028,114 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,946,662 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,798,456 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,287,051 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,921,522 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,028,114 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,233,713 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $11,433,710 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $17,760,484 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $57,771 | CashBOYAmt |
| Cash EOY | $89,064 | CashEOYAmt |
| Cash EOYFMV | $89,064 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $14,311,967 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $12,412,432 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $12,412,432 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $97,650 | AcctRcvblAmt |
| Acct Rcvbl BOY | $86,998 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $97,650 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $97,650 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $57,994 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $48,758 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $48,758 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $25,184,305 | CorporateStockBOYAmt |
| Corporate Stock EOY | $49,388,514 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $49,388,514 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $7,000,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $9,761,607 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $9,761,607 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $78,213,025 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $114,462,627 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $114,462,627 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $4,764,496 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,214,824 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,681,957 | LandBOYAmt |
| Land EOY | $2,549,672 | LandEOYAmt |
| Land EOYFMV | $2,549,672 | LandEOYFMVAmt |
| Other Assets BOY | $151,136 | OtherAssetsBOYAmt |
| Other Assets EOY | $155,658 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $155,658 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $127,745,153 | TotalAssetsBOYAmt |
| Total Assets EOY | $188,965,982 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $188,965,982 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $33,140 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $23,298 | AccountsPayableEOYAmt |
| Grants Payable BOY | $1,437,545 | GrantsPayableBOYAmt |
| Grants Payable EOY | $948,950 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $103,500 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $142,500 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,574,185 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,114,748 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $122,647,529 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $184,732,871 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $3,523,439 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $3,118,363 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $126,170,968 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $187,851,234 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $127,745,153 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $188,965,982 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $126,170,968 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $11,433,710 | ExcessRevenueOverExpensesAmt |
| Other Increases | $50,246,556 | OtherIncreasesAmt |
| Subtotal | $187,851,234 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $187,851,234 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| Publicly Traded Securities | P | $50,494,604 | $34,617,778 | $15,876,826 | $15,876,826 |
| TRG Forestry Fund 8-B LP | P | $121,260 | -$121,260 | -$121,260 | |
| Commonfund Capital Natural Resources Partners IX LP | P | $166,225 | $2,781 | $163,444 | $163,444 |
| Riverside Micro-Cap Fund IV-A, LP | P | $882,336 | -$882,336 | -$882,336 | |
| Riverside Micro-Cap Fund IV-B, LP | P | $19,930 | -$19,930 | -$19,930 | |
| NEO Capital Fund, LP | P | $16,580 | $16,580 | $16,580 | |
| Avista Capital Partners LP | P | $36,763 | -$36,763 | -$36,763 | |
| Avista Capital Partners II LP | P | $334,482 | $334,482 | $334,482 | |
| Harrison Street Core Property Fund, LP | P | $6,127 | $6,127 | $6,127 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $15,337,170 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $246,871 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $246,871 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $246,871 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $265,273 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $50,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $315,273 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $68,402 | OverpaymentAmt |
| Applied To ES Tax | $68,402 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | 0 | 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 | www.bdmorganfdn.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Denise M Griggs | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3306551660 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22 Aurora St | AddressLine1Txt |
| City | Hudson | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44236 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (9 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 |
|---|---|---|---|---|---|---|---|---|
| Deborah D Hoover | ||||||||
| 22 Aurora St | Hudson | OH | 44236 | Pres/CEO | 45.00 | $348,280 | $37,667 | $0 |
| Denise M Griggs | ||||||||
| 22 Aurora St | Hudson | OH | 44236 | VP/CFO | 40.00 | $205,765 | $33,405 | $0 |
| Keith A Brown | ||||||||
| 22 Aurora St | Hudson | OH | 44236 | Trustee | 2.00 | $15,000 | $0 | $0 |
| J Michael Hochschwender | ||||||||
| 22 Aurora St | Hudson | OH | 44236 | Trustee | 2.00 | $15,000 | $0 | $0 |
| Richard N Seaman | ||||||||
| 22 Aurora St | Hudson | OH | 44236 | Vice Pres. | 2.00 | $15,000 | $0 | $0 |
| Mark D Robeson | ||||||||
| 22 Aurora St | Hudson | OH | 44236 | Trustee | 2.00 | $15,000 | $0 | $0 |
| Patrick T Finley | ||||||||
| 22 Aurora St | Hudson | OH | 44236 | Treasurer | 2.00 | $15,000 | $0 | $0 |
| Eddie Taylor Jr | ||||||||
| 22 Aurora St | Hudson | OH | 44236 | Trustee | 2.00 | $15,000 | $0 | $0 |
| Jennifer L Peshina | ||||||||
| 22 Aurora St | Hudson | OH | 44236 | Trustee | 2.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| Angela K Evans | ||||||||
| 22 Aurora St | Hudson | OH | 44236 | Sr. Program Officer | 40.00 | $94,514 | $15,541 | $0 |
| Emily M Bean | ||||||||
| 22 Aurora St | Hudson | OH | 44236 | Program Officer | 40.00 | $88,711 | $15,143 | $0 |
| Gina M Dotson | ||||||||
| 22 Aurora St | Hudson | OH | 44236 | Grants & Communicati | 40.00 | $81,541 | $15,880 | $0 |
| Mary C Dieglio | ||||||||
| 22 Aurora St | Hudson | OH | 44236 | Program Officer | 40.00 | $79,081 | $12,859 | $0 |
| Jeanne M Silcox | ||||||||
| 22 Aurora St | Hudson | OH | 44236 | Executive Assistant | 40.00 | $69,261 | $17,125 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Entrepreneurship Policy Advisors | |||||
| 475J Arsenal Court | Watertown | MA | 02472 | Consulting | $412,258 |
| HIG Capital | |||||
| 1450 Brickell Avenue | Miami | FL | 33131 | Investment Mgmt | $141,645 |
| Clearstead | |||||
| 1100 Superior Ave East Ste 200 | Cleveland | OH | 44114 | Inv. Consulting | $90,559 |
| Broadleaf Partners LLC | |||||
| 9 Aurora St | Hudson | OH | 44236 | Investment Mgmt | $77,188 |
| Haverford Quality Investing | |||||
| Three Radnor Corporate Center | Radnor | PA | 190874546 | Investment Mgmt | $58,073 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 1 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | The Foundation supports and assists with staffing Scalerator NEO. The six-month educational program provides practical sales and marketing, organizational development and entrepreneurs on the 3 Cs of growth - Customers, Capacity, and Cash. The cohort learning experience is led by a faculty primarily from Babson College, ranked as the nation's top provider of entrepreneurship education. This program originated as a collaborative effort of Burton D. Morgan Foundation and Richard J. Fasenmyer Foundation. | Description1Txt |
| Expenses1 | $457,671 | Expenses1Amt |
| Description2 | The Foundation has implemented a research and experimentation initiative that includes a fellowship program. The Foundation and/or Foundation Fellow will study various aspects of entrepreneurship, entrepreneurship education, and program evaluation to determine best practices in the field. Results of the research will be disseminated to both academia and practitioners. In 2020 the Foundation conducted a study of the collegiate entrepreneurship ecosystem in Northeast Ohio. | Description2Txt |
| Expenses2 | $43,500 | Expenses2Amt |
| Description3 | The Foundation provides technical assistance to five higher education institutions with implementing and maintaining their NEOLaunchNET programs. NEOLaunchNET is a regional signature initiative that seeks to inspire a culture of innovation on college and university campuses, building upon the unique assets and strengths of each school, and sparking the entrepreneurial mindset in enterprising students. The Foundation staff facilitates and coordinates the program in Northeast Ohio. | Description3Txt |
| Expenses3 | $4,539 | Expenses3Amt |
| Description4 | The Foundation supports the scaleup initiative work of The Entrepreneurs Edge (EDGE) to enhance economic development in Northeast Ohio. EDGE and others are tasked with engaging other economic development organizations and educational institutions to create better communication, coordination, and collaboration; identifying companies and determining the best way to successfully grow these companies; and creating metrics to determine the success of this initiative. | Description4Txt |
| Expenses4 | $4,000 | Expenses4Amt |
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 | $121,308,692 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $14,845,948 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $31,847,645 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $168,002,285 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $168,002,285 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,520,034 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $165,482,251 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,274,113 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,274,113 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $246,871 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $246,871 | TotalTaxAmt |
| Distributable Before Adj | $8,027,242 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $34,478 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $8,061,720 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $8,061,720 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,233,713 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $16,047 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $7,249,760 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $7,249,760 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,061,720 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $33,226 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $33,226 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,249,760 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,249,760 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $33,226 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $33,226 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $778,734 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Foundation only accepts online appl | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | wwwbdmorganfdnorg/apply | AddressLine1Txt |
| City | Hudson | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44236 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3306551660 | RecipientPhoneNum |
| Form And Info And Materials | See format at www.bdmorganfdn.org/apply | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | See deadlines at www.bdmorganfdn.org/deadlines | SubmissionDeadlinesTxt |
| Restrictions On Awards | See restrictions at www.bdmorganfdn.org/grant-focus | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (213 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 100 Black Men of Akron | ||||||||
| 220 S Balch Street | Akron | OH | 44302 | N/A | PC | Exempt purpose of organization | $1,000 | |
| ACCESS Inc | ||||||||
| 230 W Market Street | Akron | OH | 44303 | N/A | PC | for diversity, equity, and inclusion training for board and staff members | $1,000 | |
| Akron Art Museum | ||||||||
| One South High Street | Akron | OH | 44308 | N/A | PC | to support the planning stages of the Center for Creative Learning's capital campaign in 2020 | $25,000 | |
| Akron Art Museum | ||||||||
| One South High Street | Akron | OH | 44308 | N/A | PC | for diversity, equity, and inclusion training for board and staff members | $2,000 | |
| Akron Children's Hospital Foundation | ||||||||
| One Perkins Square | Akron | OH | 443081062 | N/A | PC | to support activities of the Addiction Services Program in 2020, specifically to provide trainings in motivational interviewing | $10,000 | |
| Akron Community Foundation | ||||||||
| 345 West Cedar St | Akron | OH | 44307 | N/A | PC | for the Community Response Fund, established to help address basic human needs and emergency operating support for nonprofit agencies in Summit and Medina Counties in response to the COVID-19 health crisis | $20,000 | |
| Akron MakerSpace | ||||||||
| 540 S Main Street Suite 951 | Akron | OH | 44311 | N/A | PC | to support the purchase of supplies and equipment to create personal protective equipment (PPE) for healthcare professionals in Ohio. | $10,000 | |
| Akron Regional Development Board Educational Fund | ||||||||
| 388 S Main Street Suite 205 | Akron | OH | 44311 | N/A | PC | to support Choose Growth 330 activities in 2020 ($50,000) and 2021 (50,000) | $50,000 | |
| Akron Regional Development Board Educational Fund | ||||||||
| 388 S Main Street Suite 205 | Akron | OH | 44311 | N/A | PC | to support the COVID-19 Small Business Emergency Relief Grant Program in 2020 | $200,000 | |
| Akron Urban League | ||||||||
| 440 Vernon Odom Blvd | Akron | OH | 44307 | N/A | PC | Exempt purpose of organization | $1,000 | |
| Akron Urban League | ||||||||
| 440 Vernon Odom Blvd | Akron | OH | 44307 | N/A | PC | for the 2021 Scholarship Program | $1,000 | |
| Akron Zoological Park | ||||||||
| 500 Edgewood Avenue | Akron | OH | 443072199 | N/A | PC | Exempt purpose of organization | $5,000 | |
| Akron-Canton Regional Foodbank | ||||||||
| 350 Opportunity Parkway | Akron | OH | 44307 | N/A | PC | Exempt purpose of organization | $1,500 | |
| American Friends of the Hebrew University | ||||||||
| 20 N Wacker Drive Suite 2020 | Chicago | IL | 60606 | N/A | PC | for the Center for Transformative Nanomedicine, a partnership between Cleveland Clinic and Hebrew University | $10,000 | |
| American National Red Cross | ||||||||
| PO Box 37839 | Boone | IA | 500370839 | N/A | PC | for the Western Wildfire Relief Fund | $10,000 | |
| Animal Welfare League of Trumbull County | ||||||||
| PO Box 66 | Vienna | OH | 44473 | N/A | PC | Exempt purpose of organization | $200 | |
| ArtsNow | ||||||||
| 175 S Main Street Suite 100 | Akron | OH | 44308 | N/A | PC | for the Summit County COVID-19 Small Business Emergency Relief Grant Program, specifically to support artists in Summit County | $10,000 | |
| Ashland University | ||||||||
| 401 College Avenue | Ashland | OH | 44805 | N/A | PC | to support Morgan Fellows and student programs in academic years 2020-21 | $51,089 | |
| Ashland University | ||||||||
| 401 College Avenue | Ashland | OH | 44805 | N/A | PC | for diversity, equity, and inclusion training for board and staff members | $2,000 | |
| Ausbon Sargent Land Preservation Trust | ||||||||
| 71 Pleasant Street PO Box 2040 | New London | NH | 03257 | N/A | PC | for the purchase of a 144-acre parcel of land in New London, New Hampshire | $10,000 | |
| Baldwin Wallace University | ||||||||
| 275 Eastland Road | Berea | OH | 44017 | N/A | PC | to support LaunchNET in 2019-20 and 2020-21 | $112,500 | |
| Birthing Beautiful Communities | ||||||||
| 1464 East 105th Street 202 | Cleveland | OH | 44106 | N/A | PC | to support the development of a custom database ($20,000) and professional development expenses ($5,000) in 2020 | $25,000 | |
| Birthing Beautiful Communities | ||||||||
| 1464 East 105th Street 202 | Cleveland | OH | 44106 | N/A | PC | to support operations of the Birthing Beautiful Communities office in Akron in 2020-21 | $1,000 | |
| Birthing Beautiful Communities | ||||||||
| 1464 East 105th Street 202 | Cleveland | OH | 44106 | N/A | PC | to install a mural in the caf e | $1,000 | |
| Bounce Innovation Hub | ||||||||
| 526 S Main Street | Akron | OH | 44311 | N/A | PC | to support efforts to bring a non-tech accelerator to Akron | $10,000 | |
| Bounce Innovation Hub | ||||||||
| 526 S Main Street | Akron | OH | 44311 | N/A | PC | to support strategic planning and programming (the incubator, software accelerator, GROW, and Northeast Ohio Student Venture Fund) in 2020 | $252,500 | |
| Bounce Innovation Hub | ||||||||
| 526 S Main Street | Akron | OH | 44311 | N/A | PC | for diversity, equity, and inclusion training for board and staff members | $2,000 | |
| Boys and Girls Clubs of Northeast Ohio | ||||||||
| 526 S Main Street | Akron | OH | 44311 | N/A | PC | for program support in Akron ($25,000) and Cleveland ($25,000) | $50,000 | |
| Boys Hope Girls Hope of Northeastern Ohio | ||||||||
| PO Box 502 | Akron | OH | 44309 | N/A | PC | for diversity, equity, and inclusion training for board and staff members | $2,000 | |
| Broken Chains Jail & Prison Ministry | ||||||||
| PO Box 502 | Akron | OH | 44309 | N/A | PC | to purchase a van in 2020 to support clients of Lydia's Home | $15,000 | |
| Buckeye Local School District | ||||||||
| 3436 Edgewood Drive | Ashtabula | OH | 44004 | N/A | PC | to train and coach seven individuals | $20,000 | |
| Canton Regional SCORE | ||||||||
| 6000 Frank Avenue | North Canton | OH | 44720 | N/A | PC | for diversity, equity, and inclusion training for board and staff members | $2,000 | |
| Central American Medical Outreach | ||||||||
| 322 Westwood Ave | Orrville | OH | 44667 | N/A | PC | for the Salsa Sizzle Fall Campaign, to support the medical work in Honduras | $10,000 | |
| Central American Medical Outreach | ||||||||
| 322 Westwood Ave | Orrville | OH | 44667 | N/A | PC | to support construction efforts to provide shelter for Hondurans displaced by two recent hurricanes | $10,000 | |
| City of Hudson | ||||||||
| 1140 Terex Road Suite 400 | Hudson | OH | 44236 | N/A | GOV | for Hudson Community Television for the production of Good Day in Hudson | $1,200 | |
| City of Hudson | ||||||||
| 1140 Terex Road Suite 400 | Hudson | OH | 44236 | N/A | GOV | for diversity, equity, and inclusion training for board and staff members | $2,000 | |
| Cleveland Institute of Art | ||||||||
| 11610 Euclid Avenue | Cleveland | OH | 44106 | N/A | PC | for diversity, equity, and inclusion training for board and staff members | $2,000 | |
| Cleveland Leadership Center | ||||||||
| PO Box 23613 | Chagrin Falls | OH | 44023 | N/A | PC | to support a showcase of student entrepreneurs at the Accelerate 2021: Citizens Make Change civic pitch competition | $10,000 | |
| Cleveland Social Venture Partners | ||||||||
| 8200 Sweet Valley Drive Suite 100 | Cleveland | OH | 44125 | N/A | PC | to assist Northeast Ohio nonprofit organizations in 2020 | $500 | |
| Cleveland State University Foundation | ||||||||
| 2121 Euclid Ave UN 501 | Cleveland | OH | 441152214 | N/A | PC | to support entrepreneurship programming in 2019 and 2020 | $31,000 | |
| College Now Greater Cleveland Inc | ||||||||
| 1500 West 3rd Street Suite 125 | Cleveland | OH | 441142321 | N/A | PC | Exempt purpose of organization | $5,000 | |
| Community Legal Aid Services Inc | ||||||||
| 50 South Main Street Suite 800 | Akron | OH | 44308 | N/A | PC | to assist minority families facing homelessness in Summit County | $1,000 | |
| Compass North Church | ||||||||
| 2268 S Arlington Street PO Box | Akron | OH | 44319 | N/A | PC | Exempt purpose of organization | $500 | 26104 |
| Conservancy for Cuyahoga Valley National Park | ||||||||
| 1403 West Hines Hill Road | Peninsula | OH | 44264 | N/A | PC | for diversity, equity, and inclusion training for board and staff members | $2,000 | |
| Crafty Mart | ||||||||
| 526 S Main St Suite 217 | Akron | OH | 44210 | N/A | PC | for the 2020 Maker Sessions | $10,000 | |
| Cuyahoga Community College Foundation | ||||||||
| 700 Carnegie Avenue | Cleveland | OH | 44115 | N/A | PC | to support the Entrepreneur Expo in 2020 | $2,375 | |
| Cuyahoga Community College Foundation | ||||||||
| 700 Carnegie Avenue | Cleveland | OH | 44115 | N/A | PC | to support Entrepreneurship Academy activities in 2020-21, including stipends, technology and associated protection plan/covers, and marketing | $17,260 | |
| Cuyahoga Community College Foundation | ||||||||
| 700 Carnegie Avenue | Cleveland | OH | 44115 | N/A | PC | to support CLE3 Institute student stipends for students who are providing services directly to entrepreneurs and small businesses in 2019-20 | $4,250 | |
| Cuyahoga County Public Library | ||||||||
| 2111 Snow Road | Parma | OH | 441343728 | N/A | PC | for diversity, equity, and inclusion training for board and staff members | $2,000 | |
| Cuyahoga County Public Library | ||||||||
| 2111 Snow Road | Parma | OH | 441343728 | N/A | PC | for the 123 READ Program | $5,000 | |
| Denison University | ||||||||
| 100 W College Street | Granville | OH | 43023 | N/A | PC | to support the Marty Erbaugh '70 Endowed Fund for Entrepreneurship | $50,000 | |
| Destination Hudson | ||||||||
| 27 E Main Street | Hudson | OH | 44236 | N/A | PC | for yard signs to alert the Hudson community to organizations that can provide assistance during the COVID-19 crisis | $320 | |
| Destination Hudson | ||||||||
| 27 E Main Street | Hudson | OH | 44236 | N/A | PC | Exempt purpose of organization | $1,000 | |
| Downtown Akron Partnership | ||||||||
| 103 S High St 4th Floor | Akron | OH | 44308 | N/A | PC | to support the Pop Up Program in 2020 | $13,200 | |
| Economic and Community Development Institute | ||||||||
| 1655 Old Leonard Avenue | Columbus | OH | 43219 | N/A | PC | to support operations of the Akron office in fiscal year 2020 | $75,000 | |
| Economic and Community Development Institute | ||||||||
| 1655 Old Leonard Avenue | Columbus | OH | 43219 | N/A | PC | to support operations of the Akron office in fiscal year 2021 | $75,000 | |
| Economic Growth Foundation | ||||||||
| 1240 Huron Road E Suite 300 | Cleveland | OH | 44115 | N/A | PC | to support the Business Growth Collaborative and integration of Greater Akron onto the Inclusion Marketplace | $35,000 | |
| EDWINS Leadership & Restaurant Institute | ||||||||
| 13101 Shaker Square | Cleveland | OH | 44120 | N/A | PC | to support the operations of EDWINS Leadership and Restaurant Institute in 2020 | $10,000 | |
| Effective Leadership Academy | ||||||||
| 4480 Richmond Road | Warrensville Heights | OH | 44128 | N/A | PC | for the 2020 Chamber Leadership Academy | $3,000 | |
| Emmanuel Christian Academy | ||||||||
| 350 S Portage Path | Akron | OH | 44320 | N/A | PC | to conduct entrepreneurship programming in the 2020-21 academic year | $18,000 | |
| EMS Outreach of Hudson | ||||||||
| 118 W Streetsboro Suite 209 | Hudson | OH | 44236 | N/A | PC | for pandemic disaster supplies | $1,000 | |
| Engage Cleveland | ||||||||
| 8200 Sweet Valley Drive Suite 100 | Valley View | OH | 44125 | N/A | PC | Exempt purpose of organization | $5,000 | |
| Family & Community Services Inc | ||||||||
| 705 Oakwood St Suite 221 | Ravenna | OH | 44266 | N/A | PC | to fund the purchase of a used box truck with any residual dollars to be applied to general operations in 2020 | $31,000 | |
| Family & Community Services Inc | ||||||||
| 705 Oakwood St Suite 221 | Ravenna | OH | 44266 | N/A | PC | to provide federal match dollars for the Senior Companions and Foster Grandparents Programs in 2020 | $23,000 | |
| Fathers & Sons of Northeast Ohio | ||||||||
| 1382 Hart Street | Akron | OH | 44306 | N/A | PC | for fatherhood programs | $10,000 | |
| Fence at the Top | ||||||||
| PO Box 1399 | Rohnert Park | CA | 94927 | N/A | PC | for the annual Sonoma County NAACP dinner | $6,000 | |
| First Congregational Church of Hudson | ||||||||
| 47 Aurora Street | Hudson | OH | 44236 | N/A | PC | for operations and outreach during the COVID-19 health crisis | $2,500 | |
| First Congregational Church of Hudson | ||||||||
| 47 Aurora Street | Hudson | OH | 44236 | N/A | PC | Exempt purpose of organization | $10,000 | |
| FORCE - Facing Our Risk of Cancer Empowered | ||||||||
| 16057 Tampa Palms Blvd W PMB 373 | Tampa | FL | 33647 | N/A | PC | Exempt purpose of organization | $250 | |
| Fund for Our Economic Future of Northeast Ohio | ||||||||
| 4415 Euclid Avenue Suite 202 | Cleveland | OH | 44103 | N/A | PC | Exempt purpose of organization | $1,000 | |
| Fund for Our Economic Future of Northeast Ohio | ||||||||
| 4415 Euclid Avenue Suite 202 | Cleveland | OH | 44103 | N/A | PC | Exempt purpose of organization | $165,000 | |
| Global Ties Akron | ||||||||
| 6595 Manchester Rd | New Franklin | OH | 44216 | N/A | PC | for diversity, equity, and inclusion training for board and staff members | $2,000 | |
| Greater Akron Musical Association | ||||||||
| 92 N Main Street | Akron | OH | 44308 | N/A | PC | for diversity, equity, and inclusion training for board and staff members | $2,000 | |
| Greater Cleveland Neighborhood Centers Association | ||||||||
| 1814 E 40th Street Suite 4D | Cleveland | OH | 44103 | N/A | PC | for the ICONNECT program | $200 | |
| Greater Des Moines Botanical Garden | ||||||||
| 909 Robert D Ray Drive | Des Moines | IA | 503092897 | N/A | PC | Exempt purpose of organization | $1,000 | |
| Greenacre Homes and School | ||||||||
| 438 Eddie Lane | Sebastopol | CA | 95472 | N/A | PC | Exempt purpose of organization | $15,000 | |
| Healthnetwork Foundation | ||||||||
| 33 River Street | Chagrin Falls | OH | 44022 | N/A | PC | for cardiac arrhythmia research conducted by Cleveland Clinic's Heart and Vascular Institute | $25,000 | |
| Hebrew Free Loan Association | ||||||||
| 23300 Chagrin Blvd Suite 204 | Beachwood | OH | 44122 | N/A | PC | for a business loan fund that will supply emergency loans to small businesses in Northeast Ohio experiencing hardship due to COVID-19 | $50,000 | |
| Hebrew Free Loan Association | ||||||||
| 23300 Chagrin Blvd Suite 204 | Beachwood | OH | 44122 | N/A | PC | for diversity, equity, and inclusion training for board and staff members | $2,000 | |
| Hiram College | ||||||||
| PO Box 67 | Hiram | OH | 442340067 | N/A | PC | to support Center for Integrated Entrepreneurship activities in 2020-21 and 2021-22 | $2,179 | |
| Hudson Community First | ||||||||
| 49 E Main Street PO Box 944 | Hudson | OH | 44236 | N/A | PC | for the Career Panel/Intern for a Day program in 2020-21 | $6,100 | |
| Hudson Community Foundation | ||||||||
| 49 E Main Street PO Box 944 | Hudson | OH | 44236 | N/A | PC | for the Baldwin-Buss House Foundation Fund, specifically for landscaping | $10,000 | |
| Hudson Community Foundation | ||||||||
| 49 E Main Street PO Box 944 | Hudson | OH | 44236 | N/A | PC | for the Baldwin-Buss House Foundation Fund, specifically for landscaping | $1,000 | |
| Hudson Community Foundation | ||||||||
| 49 E Main Street PO Box 944 | Hudson | OH | 44236 | N/A | PC | for the Hudson NOW Fund, in response to the COVID-19 health crisis | $2,500 | |
| Hudson Community Service Association | ||||||||
| PO Box 1472 | Hudson | OH | 44236 | N/A | PC | for the Helping Hands Assistance Fund in 2020 | $8,000 | |
| Hudson Farmers Market Inc | ||||||||
| PO Box 1073 | Hudson | OH | 44236 | N/A | PC | Exempt purpose of organization | $5,000 | |
| Hudson Heritage Association | ||||||||
| PO Box 2218 | Hudson | OH | 44236 | N/A | PC | for a 2020 Preservationist Membership | $250 | |
| Hudson Job Search | ||||||||
| 7666 Hudson Park Drive | Hudson | OH | 44236 | N/A | PC | Exempt purpose of organization | $10,000 | |
| Hudson Library and Historical Society | ||||||||
| 96 Library Street | Hudson | OH | 44236 | N/A | PC | for books for children and teens, particularly books focused on invention | $250 | |
| Hudson Library and Historical Society | ||||||||
| 96 Library Street | Hudson | OH | 44236 | N/A | PC | to support Burton D. Morgan Center for Entrepreneurship Research youth and adult activities over two years | $37,500 | |
| Hudson Montessori School | ||||||||
| 7545 Darrow Road | Hudson | OH | 44236 | N/A | PC | Exempt purpose of organization | $5,000 | |
| Hudson Montessori School | ||||||||
| 7545 Darrow Road | Hudson | OH | 44236 | N/A | PC | for diversity, equity, and inclusion training for board and staff members | $750 | |
| Hudson Rotary Foundation Inc | ||||||||
| PO Box 323 | Hudson | OH | 44236 | N/A | PC | for scholarship fund support in 2020 | $1,000 | |
| Hudson-Landsberg Sister City | ||||||||
| PO Box 1382 | Hudson | OH | 442360882 | N/A | PC | for the 2020 Hudson Christkindlmarkt | $5,000 | |
| ideastream | ||||||||
| 1375 Euclid Avenue | Cleveland | OH | 44115 | N/A | PC | to support the creation of 35 Making It videos, community meetings, and presentations at conferences in fiscal years 2021 and 2022 | $62,250 | |
| Inspiring Minds | ||||||||
| PO Box 8512 | Warren | OH | 44484 | N/A | PC | for a six week summer enrichment program in Warren | $3,000 | |
| John Carroll University | ||||||||
| 1 John Carroll Blvd | University Heights | OH | 44118 | N/A | PC | to support the LaunchNET JCU program in academic year 2020-21 | $70,000 | |
| JumpStart Inc | ||||||||
| 6701 Carnegie Avenue Suite 100 | Cleveland | OH | 44103 | N/A | PC | to fund the Burton D. Morgan Mentoring Program over three years | $333,000 | |
| Junior Achievement of Greater Cleveland | ||||||||
| 1422 Euclid Avenue Suite 952 | Cleveland | OH | 44115 | N/A | PC | for entrepreneurship programming and operations in 2020-21 | $60,000 | |
| Junior Achievement of Mahoning Valley Inc | ||||||||
| 1601 Motor Inn Dr 305 | Girard | OH | 44420 | N/A | PC | for entrepreneurship programming and operations in 2020-21 | $50,000 | |
| Junior Achievement of North Central Ohio | ||||||||
| 4353 Executive Circle | Canton | OH | 44718 | N/A | PC | for entrepreneurship programming and operations in 2020-21 | $135,000 | |
| Junior Achievement of North Central Ohio | ||||||||
| 4353 Executive Circle | Canton | OH | 44718 | N/A | PC | to support a community development position for Medina and Wayne counties | $10,000 | |
| Kent State University Foundation Inc | ||||||||
| 350 S Lincoln Street PO Box 5190 | Kent | OH | 44242 | N/A | PC | to support the purchase of supplies and equipment to create personal protective equipment (PPE) for healthcare professionals in Ohio | $10,000 | |
| Kent State University Foundation Inc | ||||||||
| 350 S Lincoln Street PO Box 5190 | Kent | OH | 44242 | N/A | PC | to support SkyHack and the Fashion/Tech Hackathon in 2021 | $48,200 | |
| Kent State University Foundation Inc | ||||||||
| 350 S Lincoln Street PO Box 5190 | Kent | OH | 44242 | N/A | PC | for the annual fund | $1,000 | |
| Kent State University Foundation Inc | ||||||||
| 350 S Lincoln Street PO Box 5190 | Kent | OH | 44242 | N/A | PC | for diversity, equity, and inclusion training for board and staff members | $2,000 | |
| Kent State University Foundation Inc | ||||||||
| 350 S Lincoln Street PO Box 5190 | Kent | OH | 44242 | N/A | PC | to support LaunchNET in 2019-20 and 2020-21 | $150,000 | |
| Khan Academy | ||||||||
| PO Box 1630 | Mountain View | CA | 94042 | N/A | PC | Exempt purpose of organization | $2,500 | |
| Korda Institute for Teaching | ||||||||
| PO Box 6058 | Cleveland | OH | 44101 | N/A | PC | to serve as a program partner for the Youth Changemaker Grant process | $100,000 | |
| Lake Ridge Academy | ||||||||
| 37501 Center Ridge Rd | North Ridgeville | OH | 44039 | N/A | PC | for diversity, equity, and inclusion training for board and staff members | $2,000 | |
| Lawrence School | ||||||||
| 1551 E Wallings Road | Broadview Heights | OH | 44147 | N/A | PC | for the Developing Future Leaders Program, Restorative Practices Initiative, and the Advancing Student Health and Wellness Initiatives | $50,000 | |
| Lawrence School | ||||||||
| 1551 E Wallings Road | Broadview Heights | OH | 44147 | N/A | PC | for diversity, equity, and inclusion training for board and staff members | $2,000 | |
| Learning About Business Inc | ||||||||
| 391 W Washington St | Painesville | OH | 44077 | N/A | PC | for a week-long business summer camp for high school students in 2020 | $10,000 | |
| LifeAct | ||||||||
| 210 Bell Street | Chagrin Falls | OH | 44022 | N/A | PC | for LifeAct mental health programming in Summit County in 2020 | $7,500 | |
| Long Term Care Ombudsman | ||||||||
| 2800 Euclid Avenue Suite 600 | Cleveland | OH | 44115 | N/A | PC | Exempt purpose of organization | $200 | |
| Lorain County Community College Foundation | ||||||||
| 1005 North Abbe Road CC220 | Elyria | OH | 44035 | N/A | PC | for diversity, equity, and inclusion training for board and staff members | $2,000 | |
| Lorain County Community College Foundation | ||||||||
| 1005 North Abbe Road CC220 | Elyria | OH | 44035 | N/A | PC | to support LaunchNET in 2019-20 and 2020-21 | $50,000 | |
| Love Akron | ||||||||
| PO Box 2971 | Akron | OH | 44309 | N/A | PC | Exempt purpose of organization | $1,000 | |
| Lynn University | ||||||||
| 3601 N Military Trl | Boca Raton | FL | 33431 | N/A | PC | to purchase a Cessna 172 airplane for flight training | $100,000 | |
| Manufacturing Advocacy & Growth Network Inc | ||||||||
| 1768 East 25th St | Cleveland | OH | 44114 | N/A | PC | for diversity, equity, and inclusion training for board and staff members | $2,000 | |
| Moonlight Community Foundation | ||||||||
| PO Box 161013 | Big Sky | MT | 59716 | N/A | PC | Exempt purpose of organization | $20,000 | |
| Moraga Education Foundation | ||||||||
| PO Box 34 | Moraga | CA | 94556 | N/A | PC | for programming to support the mission of the organization | $5,000 | |
| Moraga Garden Club | ||||||||
| P O Box 6062 | Moraga | CA | 945706062 | N/A | PC | Exempt purpose of organization | $5,000 | |
| MORTAR Cincinnati | ||||||||
| 340 Reading Road Storefront | Cincinnati | OH | 45202 | N/A | PC | to support MORTAR Cincinnati's license fees and the organization's expansion to Akron in 2020 | $40,000 | |
| Music from The Western Reserve | ||||||||
| PO Box 265 | Hudson | OH | 44236 | N/A | PC | for the 2020-21 concert season | $5,000 | |
| NAMI Summit County | ||||||||
| 150 Cross Street | Akron | OH | 44311 | N/A | PC | to support Crystal's Crew, as they journey to raise awareness around mental health through NAMI Walks in 2020 | $100 | |
| National Association for Community College Entrepreneurship | ||||||||
| 1 Federal Street Bldg 101 | Springfield | MA | 01105 | N/A | PC | to support the provision of institutional scholarships for the 2020 virtual Entrepreneurship Explorations Conference | $3,000 | |
| National Inventors Hall of Fame Inc | ||||||||
| 3701 Highland Park NW | North Canton | OH | 44720 | N/A | PC | To support Camp Invention and Invention Project programming in 2020 | $189,800 | |
| National Underground Railroad Freedom Center Inc | ||||||||
| 50 East Freedom Way | Cincinnati | OH | 45202 | N/A | PC | Exempt purpose of organization | $30,000 | |
| Network for Teaching Entrepreneurship | ||||||||
| 120 Wall Street 18th Floor | New York | NY | 100053904 | N/A | PC | to support educators in Northeast Ohio and train new NEO educatorsin 2019-20 | $38,500 | |
| Norman Rockwell Museum | ||||||||
| 9 Glendale Road PO Box 308 | Stockbridge | MA | 01262 | N/A | PC | for the High School Leaders program in 2020-21 | $20,000 | |
| Norman Rockwell Museum | ||||||||
| 9 Glendale Road PO Box 308 | Stockbridge | MA | 01262 | N/A | PC | Exempt purpose of organization | $5,000 | |
| North Akron Community Development Corporation | ||||||||
| 760 Elma Street | Akron | OH | 44310 | N/A | PC | to support improvements to the Market House in 2020 | $10,000 | |
| Northeast Ohio Black Health Coalition | ||||||||
| 18115 Harvard Ave | Cleveland | OH | 44128 | N/A | PC | to serve as Presenting Sponsor of the No More Tears and Love Letter to You programs, cover costs of the Babies & Brunch program for three weeks, and provide general operating support | $10,000 | |
| Northeast Ohio Medical University Foundation | ||||||||
| 4209 State Route 44 PO Box 95 | Rootstown | OH | 44272 | N/A | PC | to support the NEOvations program in 2020-21 | $20,000 | |
| Notre Dame College | ||||||||
| 4545 College Road | South Euclid | OH | 44121 | N/A | PC | to support the Entrepreneurship Program in academic years 2018-19 and 2019-20 | $57,500 | |
| Ohio Shakespeare Festival | ||||||||
| 103 S High Street | Akron | OH | 44308 | N/A | PC | Exempt purpose of organization | $6,000 | |
| One of a Kind Pet Rescue Inc | ||||||||
| 1485 Marion Avenue | Akron | OH | 44313 | N/A | PC | to offset costs associated with purchasing computers and accessories with any residual dollars to be applied to the purchase of a new phone system in 2020 | $15,000 | |
| Ottawa County Community Foundation | ||||||||
| PO Box 36 | Port Clinton | OH | 43452 | N/A | PC | for the expansion of the Regional Incubator for Sustainability and Entrepreneurship (RISE) program to offer a local grant program to support small businesses as they innovate and pivot in order to survive and thrive during and after the ongoing COVID-19 pandemic | $50,000 | |
| Ottawa County Community Foundation | ||||||||
| PO Box 36 | Port Clinton | OH | 43452 | N/A | PC | Exempt purpose of organization | $20,000 | |
| Paws and Prayers | ||||||||
| PO Box 67166 | Cuyahoga Falls | OH | 442227166 | N/A | PC | Exempt purpose of organization | $1,000 | |
| PEAK Grantmaking | ||||||||
| 1666 K St NW Suite 440 | Washington | DC | 20006 | N/A | PC | for 2021 membership dues | $3,000 | |
| Peninsula Foundation Inc | ||||||||
| 6138 Riverview Road Suite F | Peninsula | OH | 44264 | N/A | POF | to support the construction of ADA-compliant restrooms in 2020 | $25,000 | |
| Philanthropy Ohio | ||||||||
| 500 South Front Street Suite 900 | Columbus | OH | 43215 | N/A | PC | for membership, operating, and conference support | $20,000 | |
| Philanthropy Ohio | ||||||||
| 500 South Front Street Suite 900 | Columbus | OH | 43215 | N/A | PC | Exempt purpose of organization | $3,000 | |
| Philanthropy Ohio | ||||||||
| 500 South Front Street Suite 900 | Columbus | OH | 43215 | N/A | PC | for the Ohio Collaborative for Educating Remotely and Transforming Education fund | $10,000 | |
| Prepared 4 Life | ||||||||
| 1800 West Loop South Suite 1875 | Houston | TX | 77027 | N/A | PC | for the license fee for 2021 Lemonade Day | $8,000 | |
| Project GRAD Akron | ||||||||
| 10 N Main Street Suite 503 | Akron | OH | 443081958 | N/A | PC | to support kindergarten readiness efforts and scholarships for students in the Akron Public School District in 2020-21 | $20,000 | |
| Project LEARN of Summit County | ||||||||
| 60 S High St | Akron | OH | 44326 | N/A | PC | Exempt purpose of organization | $1,000 | |
| Project Ujima | ||||||||
| 1015 S Hawkins Avenue | Akron | OH | 44320 | N/A | PC | Exempt purpose of organization | $1,000 | |
| RAHAB Ministries | ||||||||
| PO Box 13866 | Fairlawn | OH | 44334 | N/A | PC | Exempt purpose of organization | $500 | |
| Rebuilding Together Northeast Ohio | ||||||||
| 788 Donald Avenue | Akron | OH | 44306 | N/A | PC | to support the Going Paperless project in 2020 | $13,500 | |
| Saint Mary's College of California | ||||||||
| PMB 4300 | Moraga | CA | 94575 | N/A | PC | for the men's basketball programand the School of Science Summer Research Internship program | $22,000 | |
| Serving Women in Ghana | ||||||||
| PO Box 127 | Wooster | OH | 44691 | N/A | PC | Exempt purpose of organization | $10,000 | |
| Seton Catholic School | ||||||||
| 6923 Stow Road | Hudson | OH | 44236 | N/A | PC | to support the Habits of the Heart youth philanthropy program in spring 2020 | $2,500 | |
| South Street Ministries | ||||||||
| 130 W South Street | Akron | OH | 44311 | N/A | PC | for diversity, equity, and inclusion training for board and staff members | $2,000 | |
| Spice Field Kitchens Inc | ||||||||
| 5800 Detroit Avenue | Cleveland | OH | 44102 | N/A | PC | Exempt purpose of organization | $100 | |
| Stark State College Foundation | ||||||||
| 6200 Frank Ave NW | North Canton | OH | 44720 | N/A | PC | for diversity, equity, and inclusion training for board and staff members | $2,000 | |
| Strength for the Journey DR Inc | ||||||||
| PO Box 51 | Port Clinton | OH | 43452 | N/A | PC | to purchase a truck | $30,000 | |
| Talk Tech Association | ||||||||
| 447 Broadway 2nd Fl 514 | New York | NY | 10013 | N/A | PC | Exempt purpose of organization | $1,000 | |
| Telluride Foundation | ||||||||
| PO Box 4222 | Telluride | CO | 81435 | N/A | PC | Exempt purpose of organization | $20,000 | |
| Telluride Foundation | ||||||||
| PO Box 4222 | Telluride | CO | 81435 | N/A | PC | for strategic planning expenses of the Entrepreneur Funders Network | $10,000 | |
| That Can Be Me Inc | ||||||||
| 19513 Shaker Boulevard | Beachwood | OH | 44122 | N/A | PC | Exempt purpose of organization | $500 | |
| That Can Be Me Inc | ||||||||
| 19513 Shaker Boulevard | Beachwood | OH | 44122 | N/A | PC | for the Books@Work program | $1,000 | |
| The Bail Project | ||||||||
| PO Box 750 | Venice | CA | 90294 | N/A | PC | for the 2019 Deshpande Symposium (Gold sponsorship) | $30,000 | |
| The Diversity Center of Northeast Ohio | ||||||||
| 3659 Green Road Suite 220 | Beachwood | OH | 44122 | N/A | PC | for the 2019 Enspire Conference | $500 | |
| The Entrepreneurs EDGE | ||||||||
| 6801 Brecksville Road 160 160 | Independence | OH | 44131 | N/A | PC | to support four EDGE Fellows working with two Scalerator NEO alumni companies in Summer 2020 | $20,000 | |
| The Presidents' Council Foundation | ||||||||
| 3740 Euclid Avenue Suite 100 | Cleveland | OH | 44114 | N/A | PC | for the PC Scholars program in 2020 | $25,000 | |
| The Relatives | ||||||||
| 119 East 8th Street | Charlotte | NC | 28202 | N/A | PC | Exempt purpose of organization | $5,000 | |
| The University of Akron Foundation | ||||||||
| 150 University Ave | Akron | OH | 443252901 | N/A | PC | for the Dr. James Webb Memorial Scholarship | $10,000 | |
| The University of Akron Foundation | ||||||||
| 150 University Ave | Akron | OH | 443252901 | N/A | PC | to support the Creating Entrepreneurial Classrooms initiative in 2020-21 | $85,000 | |
| The University of Akron Foundation | ||||||||
| 150 University Ave | Akron | OH | 443252901 | N/A | PC | for a pilot expansion of the Small Entrepreneur and Economic Development (SEED) Legal Clinic, including legal counseling and education, at select NEO institutions in academic years 2020-21 | $117,265 | |
| The University of Akron Foundation | ||||||||
| 150 University Ave | Akron | OH | 443252901 | N/A | PC | for the H.K. Barker Center for Economics Education | $250 | |
| The Well Community Development Corporation | ||||||||
| 647 E Market Street | Akron | OH | 44304 | N/A | PC | to support year two of Akron Food Works and capacity building for additional work under The Well's economic development initiative | $35,000 | |
| The Well Community Development Corporation | ||||||||
| 647 E Market Street | Akron | OH | 44304 | N/A | PC | for diversity, equity, and inclusion training for board and staff members | $2,000 | |
| Tulane University | ||||||||
| 6823 St Charles Avenue | New Orleans | LA | 70118 | N/A | PC | for the 2020 Novel Tech Challenge | $50,000 | |
| Union Club Foundation | ||||||||
| 1211 Euclid Avenue | Cleveland | OH | 441151865 | N/A | PC | for the 2020 Annual Fund | $300 | |
| United Disability Services Inc | ||||||||
| 701 South Main St | Akron | OH | 443111019 | N/A | PC | for a fence and surveillance system and for the All-Star Training Club | $200 | |
| United Negro College Fund co UNCF Indianapolis Region | ||||||||
| 3737 N Meridian Street Suite 507 | Indianapolis | IN | 46208 | N/A | PC | for scholarships to students in Northeast Ohio | $40,000 | |
| United Way of Summit and Medina | ||||||||
| 37 North High Street | Akron | OH | 44304 | N/A | PC | for the COVID-19 Emergency Support Fund, established to help provide food and nutrition assistance; housing, shelter, rent and utility support; childcare assistance; and medical payment assistance to those impacted by COVID-19 | $20,000 | |
| United Way of Summit and Medina | ||||||||
| 37 North High Street | Akron | OH | 44304 | N/A | PC | for the Akron Summit County COVID-19 Emergency Support Fund, established to help provide food and nutrition assistance; housing, shelter, rent and utility support; childcare assistance; and medical payment assistance to those impacted by COVID-19 | $100,000 | |
| United Way of Wayne and Holmes Counties | ||||||||
| 215 South Walnut Street PO Box 548 | Wooster | OH | 44691 | N/A | PC | for the 2020 annual campaign | $10,000 | |
| United Way of Wayne and Holmes Counties | ||||||||
| 215 South Walnut Street PO Box 548 | Wooster | OH | 44691 | N/A | PC | for food pantry programs in Wayne and Holmes counties | $10,000 | |
| University Circle Inc | ||||||||
| 10831 Magnolia Dr | Cleveland | OH | 441061887 | N/A | PC | for diversity, equity, and inclusion training for board and staff members | $2,000 | |
| University Hospitals Health System | ||||||||
| 11100 Euclid Avenue | Cleveland | OH | 44106 | N/A | PC | for UH Cures, Powered by Harrington Discovery Institute | $25,000 | |
| University of Akron Research Foundation | ||||||||
| 170 University Circle GDYR 312 | Akron | OH | 443252103 | N/A | SO III FI | to support the I-Corps Sites program in 2020, 2021, and 2022 | $50,000 | |
| University of Akron Research Foundation | ||||||||
| 170 University Circle GDYR 312 | Akron | OH | 443252103 | N/A | SO III FI | to support programming and staff in 2020 for the Entrepreneurship Education Consortium | $93,500 | |
| University of Massachusetts - Lowell | ||||||||
| One University Ave | Lowell | MA | 01854 | N/A | PC | to sponsor the Deshpande Symposium in 2020 and 2021 | $20,000 | |
| University of Mount Union | ||||||||
| 1972 Clark Ave | Alliance | OH | 44601 | N/A | PC | for faculty development workshops, an internship program, and innovation space in academic years 2019-20 | $35,180 | |
| University School | ||||||||
| 2785 SOM Center Road | Hunting Valley | OH | 44022 | N/A | PC | for the 2020 Enspire Conference | $239,450 | |
| University School | ||||||||
| 2785 SOM Center Road | Hunting Valley | OH | 44022 | N/A | PC | to support Young Entrepreneur Institute programming in 2020-21 | $130,500 | |
| University School | ||||||||
| 2785 SOM Center Road | Hunting Valley | OH | 44022 | N/A | PC | for diversity, equity, and inclusion training for board and staff members | $2,000 | |
| University School | ||||||||
| 2785 SOM Center Road | Hunting Valley | OH | 44022 | N/A | PC | to support Lemonade Day NEO in 2020 | $70,000 | |
| Ursuline College | ||||||||
| 2550 Lander Road | Pepper Pike | OH | 44124 | N/A | PC | for the development of workforce related programs and curriculum within the Institute for Women, Wellness and Workforce that include exploration of entrepreneurship and the gig economy | $5,000 | |
| Venture for America Inc | ||||||||
| 307 7th Avenue Suite 1201 | New York | NY | 10001 | N/A | PC | to support NEO Fellows attendance at Training Camp and Training Camp Redux in 2020 and cultivation of Akron as a host city | $75,000 | |
| Venture for America Inc | ||||||||
| 307 7th Avenue Suite 1201 | New York | NY | 10001 | N/A | PC | for diversity, equity, and inclusion training for board and staff members | $2,000 | |
| Wayne County Community Foundation | ||||||||
| 517 North Market Street | Wooster | OH | 44691 | N/A | PC | for the Wayne County Emergency Response Fund, to support local nonprofit organizations on the front line of COVID-19 response efforts | $10,000 | |
| Western Reserve Academy | ||||||||
| 115 College Street | Hudson | OH | 44236 | N/A | PC | to support the Civic Hack during Global Entrepreneurship Week 2020 | $4,250 | |
| Western Reserve Historical Society | ||||||||
| 10825 East Boulevard | Cleveland | OH | 44106 | N/A | PC | for diversity, equity, and inclusion training for board and staff members | $2,000 | |
| Western Reserve Historical Society | ||||||||
| 10825 East Boulevard | Cleveland | OH | 44106 | N/A | PC | to support entrepreneurship programming in 2019-20 | $31,950 | |
| Wikimedia Foundation | ||||||||
| 1 Montgomery Street Suite 1600 | San Francisco | CA | 94104 | N/A | PC | Exempt purpose of organization | $2,500 | |
| Williams Challenge | ||||||||
| PO Box 14752 | Akron | OH | 44321 | N/A | PC | for the Man2Man Fatherhood Building Program | $10,000 | |
| Williams College | ||||||||
| 75 Park Street | Williamstown | MA | 01267 | N/A | PC | for the 2020-21 Alumni Fund, for Equity and Inclusion through the Designated Giving Program | $10,000 | |
| Windham Exempted Village Schools | ||||||||
| 9530 Bauer Avenue | Windham | OH | 44288 | N/A | PC | for the Student Food Pantry program for K-12 students in Windham schools | $10,000 | |
| Woodridge Local School System | ||||||||
| 4411 Quick Road | Peninsula | OH | 44264 | N/A | PC | for the benefit of Six District Educational Compact o to develop an experiential entrepreneurship education guide that can be integrated into a variety of CTE trades | $14,500 | |
| Wooster Community Hospital Foundation | ||||||||
| 1761 Beall Avenue | Wooster | OH | 44691 | N/A | PC | to support a new Electrophysiology Lab for the Cardiovascular Institute | $25,000 | |
| World Animal Protection | ||||||||
| 535 Eighth Avenue Third Floor | New York | NY | 10018 | N/A | PC | for the Australian Bush Fire Recovery Appeal | $10,000 | |
| Candid | ||||||||
| 32 Old Slip 24th Floor | New York | NY | 10005 | N/A | PC | Exempt purpose of the organization ($7,500) and Guidestar membership ($1,250) in 2020 | $8,750 | |
| Candid | ||||||||
| 32 Old Slip 24th Floor | New York | NY | 10005 | N/A | PC | for general operating support, in recognition of Deborah Hoover's service on the Candid Board of Trustees and her ongoing commitment to the mission of the organization | $1,000 | |
| Case Western Reserve University | ||||||||
| 10900 Euclid Ave | Cleveland | OH | 44106 | N/A | PC | for the Phillip A. Ranney Scholarship Fund | $1,000 | |
| Case Western Reserve University | ||||||||
| 10900 Euclid Ave | Cleveland | OH | 44106 | N/A | PC | for the Phillip A. Ranney Scholarship Fund | $52,933 | |
| The Ohio Foundation of Independent Colleges Inc | ||||||||
| 250 East Broad Street Suite 1700 | Columbus | OH | 43215 | N/A | PC | to provide scholarships to two students of color from Northeast Ohio that attend Baldwin Wallace University and express an interest in entrepreneurship through studies or activities | $5,000 | |
| The Philanthropy Roundtable | ||||||||
| 40 West 29th St Suite 301 | New York | NY | 10001 | N/A | PC | Exempt purpose of organization | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,287,051 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Economic and Community Development Institute | |||||||
| 1655 Old Leonard Ave | Columbus | OH | 44219 | N/A | PC | to support operations of the Akron office in fiscal year 2020 | $71,200 |
| University of Akron Research Foundation | |||||||
| 170 University Circle GDYR 312 | Akron | OH | 44325 | N/A | SO III FI | to support the I-Corps Sites program in 2020, 2021, and 2022 | $50,000 |
| Ideastream | |||||||
| 1375 Euclid Ave | Cleveland | OH | 44115 | N/A | PC | to support the creation of Making It videos, community meetings, and presentations at conferences in fiscal years 2021 and 2022 | $60,000 |
| The Entrepreneurs EDGE | |||||||
| 6801 Brecksville Rd 160 | Independence | OH | 44131 | N/A | PC | to support four EDGE Fellows working with two Scalerator NEO alumni companies in Summer 2020 | $26,000 |
| Ashland University | |||||||
| 401 College Ave | Ashland | OH | 44805 | N/A | PC | to support Morgan Fellows in and student programs in academic years 2020-21 and 2021-22 | $10,750 |
| University of Akron Foundation | |||||||
| 302 Buchtel Ave | Akron | OH | 44325 | N/A | PC | for a pilot expansion of the Small Entrepreneur and Economic Development (SEED) Legal Clinic, including legal counseling and education in 2020-21 and 2021-22 | $3,000 |
| National Inventors Hall of Fame Inc | |||||||
| 3701 Highland Park NW | Canton | OH | 44720 | N/A | PC | To support Camp Invention and Invention Project programming in 2020 | $318,000 |
| Junior Achievement of Greater Cleveland | |||||||
| 1422 Euclid Ave Suite 952 | Cleveland | OH | 44115 | N/A | PC | for entrepreneurship programming and operations in 2020-21 and 2021-22 | $60,000 |
| Junior Achievement of Mahoning Valley | |||||||
| 1601 Motor Inn Dr 305 | Girard | OH | 44420 | N/A | PC | for entrepreneurship programming and operations in 2020-21 and 2021-22 | $50,000 |
| Junior Achievement of North Central Ohio | |||||||
| 4353 Executive Circle | Canton | OH | 44718 | N/A | PC | for entrepreneurship programming and operations in 2020-21 and 2021-22 | $135,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $783,950 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,629 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $205,424 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,251,826 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $100 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $11,448 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $15,729,687 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| Refunds and Reimbursements | 01 | $96 |
| Other Partnership Income | 01 | $131,428 |
| Class Action Settlements | 01 | $10,094 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $216,872 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $19,134,860 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $19,351,732 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Audit | $19,000 | $2,491 | $15,206 |
| Retirement Plan Fees | $24,619 | $3,228 | $21,391 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (215 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | RtRt |
|---|---|---|---|---|---|---|---|---|
| FURNITURE | 1993-06-30 | $1,925 | $1,925 | SL | 10.000000000000 | $0 | $0 | |
| FURN | 1993-08-31 | $3,844 | $3,844 | SL | 10.000000000000 | $0 | $0 | |
| CHAIRS-FOREMOST | 1994-02-28 | $1,394 | $1,394 | SL | 10.000000000000 | $0 | $0 | |
| FILE CABINETS-FOREMOST | 1994-04-30 | $1,003 | $1,003 | SL | 10.000000000000 | $0 | $0 | |
| FILE CABINET | 2000-02-20 | $1,306 | $1,306 | SL | 10.000000000000 | $0 | $0 | |
| DESK - BREWSTER STROUD | 1995-11-21 | $952 | $952 | SL | 10.000000000000 | $0 | $0 | |
| FURNITURE | 1996-03-19 | $1,740 | $1,740 | SL | 10.000000000000 | $0 | $0 | |
| FILE CABINET | 2002-02-28 | $1,306 | $1,306 | SL | 10.000000000000 | $0 | $0 | |
| PORTRAIT 30 X 24 | 2003-10-31 | $3,400 | $3,400 | SL | 10.000000000000 | $0 | $0 | |
| LATERAL FILE | 2003-12-15 | $1,494 | $1,494 | SL | 10.000000000000 | $0 | $0 | |
| FIREKING FILE | 2003-12-15 | $1,574 | $1,574 | SL | 10.000000000000 | $0 | $0 | |
| FURNITURE | 2004-01-15 | $799 | $799 | SL | 10.000000000000 | $0 | $0 | |
| FURNITURE | 2004-04-15 | $10,757 | $10,757 | SL | 10.000000000000 | $0 | $0 | |
| CREDENZA | 2004-06-17 | $220 | $220 | SL | 10.000000000000 | $0 | $0 | |
| OFFICE FURNISHINGS | 2004-06-22 | $404 | $404 | SL | 10.000000000000 | $0 | $0 | |
| FILE CABINET | 2004-07-01 | $886 | $886 | 200DB | 7.000000000000 | $0 | $0 | |
| PRINTER STAND/STORAGE | 2005-01-14 | $868 | $868 | SL | 10.000000000000 | $0 | $0 | |
| DDH TABLE | 2005-07-01 | $536 | $536 | SL | 10.000000000000 | $0 | $0 | |
| DDH TABLE/DESK | 2005-09-01 | $535 | $535 | SL | 10.000000000000 | $0 | $0 | |
| BONFOEY - ARTWORK | 2005-10-24 | $4,440 | $4,440 | SL | 10.000000000000 | $0 | $0 | |
| BDM PORTRAIT | 2006-02-01 | $3,400 | $3,400 | SL | 10.000000000000 | $0 | $0 | |
| WINDSOR CHAIRS | 2006-05-15 | $5,023 | $5,023 | SL | 10.000000000000 | $0 | $0 | |
| MAINE COTTAGE | 2006-07-12 | $453 | $453 | SL | 10.000000000000 | $0 | $0 | |
| INTERSTATE | 2006-07-28 | $4,726 | $4,726 | SL | 10.000000000000 | $0 | $0 | |
| FURNITURE | 2006-08-15 | $61,600 | $61,600 | SL | 10.000000000000 | $0 | $0 | |
| COMPUTERS (server deposit) | 2006-08-15 | $12,521 | $12,521 | SL | 5.000000000000 | $0 | $0 | |
| CHEST | 2006-09-04 | $2,100 | $2,100 | SL | 10.000000000000 | $0 | $0 | |
| MAPLE SERVER | 2006-09-04 | $750 | $750 | SL | 10.000000000000 | $0 | $0 | |
| ROCKWELL PRINT | 2006-09-29 | $7,050 | $7,050 | SL | 10.000000000000 | $0 | $0 | |
| CREDENZA | 2006-11-13 | $1,389 | $1,389 | SL | 10.000000000000 | $0 | $0 | |
| FURNITURE | 2006-11-17 | $1,184 | $1,184 | SL | 10.000000000000 | $0 | $0 | |
| FRAMING | 2006-11-17 | $1,414 | $1,414 | SL | 10.000000000000 | $0 | $0 | |
| FURNITURE | 2006-11-20 | $12,059 | $12,059 | SL | 10.000000000000 | $0 | $0 | |
| COMPUTERS | 2006-09-09 | $88,638 | $88,638 | SL | 5.000000000000 | $0 | $0 | |
| FURNITURE | 2006-09-09 | $87,605 | $87,605 | SL | 10.000000000000 | $0 | $0 | |
| Baldwin House | 2007-12-03 | $14,493 | $4,378 | SL | 40.000000000000 | $362 | $0 | |
| Baldwin House | 2007-12-03 | $47,482 | $14,344 | SL | 40.000000000000 | $1,187 | $0 | |
| Gardens Limited-Lanscaping | 2006-09-09 | $11,772 | $10,464 | SL | 15.000000000000 | $785 | $0 | |
| Gardens Limited-Landscaping | 2006-09-09 | $10,365 | $9,213 | SL | 15.000000000000 | $691 | $0 | |
| Gardens Limited-Lanscaping | 2006-10-04 | $23,819 | $21,040 | SL | 15.000000000000 | $1,588 | $0 | |
| Gardens Limited-Lanscaping | 2006-11-16 | $3,850 | $3,358 | SL | 15.000000000000 | $257 | $0 | |
| Gardens Limited-Landscaping | 2006-12-05 | $2,460 | $2,145 | SL | 15.000000000000 | $164 | $0 | |
| Gardens Limited-Landscaping | 2006-12-28 | $1,489 | $1,291 | SL | 15.000000000000 | $99 | $0 | |
| Rockwell Print-Downhill Racer | 2006-12-20 | $3,850 | $3,850 | SL | 10.000000000000 | $0 | $0 | |
| Warwick Communications | 2006-09-09 | $53,509 | $53,509 | SL | 10.000000000000 | $0 | $0 | |
| Land | 2005-06-09 | $233,024 | L | $0 | $0 | 0.000000000000 | ||
| Gardens Limited | 2006-12-05 | $18,810 | $16,407 | SL | 15.000000000000 | $1,254 | $0 | |
| Rose Upholstry - chair | 2006-12-05 | $870 | $870 | SL | 10.000000000000 | $0 | $0 | |
| Exterior lights | 2006-11-14 | $1,039 | $1,039 | SL | 10.000000000000 | $0 | $0 | |
| Parking lot signs | 2006-07-31 | $1,086 | $972 | SL | 15.000000000000 | $72 | $0 | |
| Builing - purchase and costs | 2006-09-09 | $798,176 | $266,059 | SL | 40.000000000000 | $19,954 | $0 | |
| Architect fees | 2006-09-09 | $120,903 | $40,301 | SL | 40.000000000000 | $3,023 | $0 | |
| Architect fees | 2006-09-09 | $75,387 | $25,129 | SL | 40.000000000000 | $1,885 | $0 | |
| Bath Specialities (Welty - Item no. 9) | 2006-09-06 | $4,031 | $4,031 | SL | 5.000000000000 | $0 | $0 | |
| Grading & Earthwork (Welty - Item No. 14) | 2006-09-06 | $141,413 | $125,700 | SL | 15.000000000000 | $9,428 | $0 | |
| Site Utilities (Welty - Item No. 15) | 2006-09-09 | $17,573 | $15,620 | SL | 15.000000000000 | $1,172 | $0 | |
| Concrete Paving (Welty Item No. 21/22) | 2006-09-09 | $14,757 | $13,117 | SL | 15.000000000000 | $984 | $0 | |
| Flooring (Welty Item No. 35/CO9/CO17) | 2006-09-06 | $74,670 | $74,670 | SL | 5.000000000000 | $0 | $0 | |
| Fire Extinguishers (Welty Item No. 38/39) | 2006-09-06 | $758 | $758 | SL | 5.000000000000 | $0 | $0 | |
| Window Treatments (Welty Item No. 41) | 2006-09-06 | $9,718 | $9,718 | SL | 5.000000000000 | $0 | $0 | |
| Security System (Welty Item No. 49/CO18) | 2006-09-06 | $17,876 | $15,890 | SL | 15.000000000000 | $1,192 | $0 | |
| Toilet Seat Covers (Welty Item No. CO3) | 2006-09-06 | $201 | $201 | SL | 5.000000000000 | $0 | $0 | |
| Site Concrete (Welty Item No. CO6) | 2006-09-06 | $17,040 | $15,147 | SL | 15.000000000000 | $1,136 | $0 | |
| Concrete Extras (Welty Item No. CO11) | 2006-09-06 | $3,502 | $3,113 | SL | 15.000000000000 | $233 | $0 | |
| Mirrors (Welty Item No. CO21/CO25) | 2006-09-06 | $939 | $939 | SL | 5.000000000000 | $0 | $0 | |
| Renovations 22 Aurora St. | 2006-09-06 | $1,796,368 | $598,789 | SL | 40.000000000000 | $44,909 | $0 | |
| Kitchen backsplash | 2006-09-09 | $1,486 | $1,321 | SL | 15.000000000000 | $99 | $0 | |
| Welty Renovations - Baldwin House | 2007-12-03 | $35,000 | $10,573 | SL | 40.000000000000 | $875 | $0 | |
| Construction Costs | 2007-12-03 | $128,697 | $38,877 | SL | 40.000000000000 | $3,217 | $0 | |
| Signage - lobby & restroom | 2007-05-31 | $6,266 | $5,256 | SL | 15.000000000000 | $418 | $0 | |
| Architectural Services | 2007-07-06 | $12,090 | $3,778 | SL | 40.000000000000 | $302 | $0 | |
| Wrought iron fence and misc | 2007-03-20 | $6,666 | $5,666 | SL | 15.000000000000 | $444 | $0 | |
| Install cut stone in fountain | 2007-04-09 | $2,552 | $2,169 | SL | 15.000000000000 | $170 | $0 | |
| Bromelkamp database software | 2007-12-01 | $9,520 | $9,520 | SL | 3.000000000000 | $0 | $0 | |
| Boardroom credenza | 2007-03-09 | $1,437 | $1,437 | SL | 10.000000000000 | $0 | $0 | |
| Blue sideboard - kitchen | 2007-05-31 | $3,812 | $3,812 | SL | 10.000000000000 | $0 | $0 | |
| Framing Denison | 2007-04-09 | $450 | $450 | SL | 10.000000000000 | $0 | $0 | |
| Framing Downhill Racer | 2007-04-09 | $527 | $527 | SL | 10.000000000000 | $0 | $0 | |
| Rockwell Print Extra Good Boys & Girls | 2007-04-17 | $10,050 | $10,050 | SL | 10.000000000000 | $0 | $0 | |
| Upholstery Mr. Morgan's chairs | 2007-04-30 | $1,700 | $1,700 | SL | 10.000000000000 | $0 | $0 | |
| Framing Rockwell Santa | 2007-06-22 | $1,301 | $1,301 | SL | 10.000000000000 | $0 | $0 | |
| Framing Purdue | 2007-06-22 | $905 | $905 | SL | 10.000000000000 | $0 | $0 | |
| Baldwin House - landscaping | 2007-12-03 | $5,588 | $4,501 | SL | 15.000000000000 | $373 | $0 | |
| Landscaping - BH | 2007-12-03 | $11,579 | $9,328 | SL | 15.000000000000 | $772 | $0 | |
| Construction Costs | 2007-12-03 | $21,730 | $6,564 | SL | 40.000000000000 | $543 | $0 | |
| Baldwin House - Arch Services | 2007-12-03 | $455 | $138 | SL | 40.000000000000 | $11 | $0 | |
| Water meter | 2007-12-03 | $675 | $544 | SL | 15.000000000000 | $45 | $0 | |
| Landscape Arch Design - BH | 2007-12-03 | $1,125 | $906 | SL | 15.000000000000 | $75 | $0 | |
| Arch Services | 2007-12-03 | $982 | $297 | SL | 40.000000000000 | $25 | $0 | |
| Reprogramming Board room equipment | 2007-12-15 | $3,900 | $3,900 | SL | 10.000000000000 | $0 | $0 | |
| Baldwin House | 2007-12-03 | $324 | $98 | SL | 40.000000000000 | $8 | $0 | |
| Rear stairwell door | 2007-07-06 | $2,933 | $880 | SL | 40.000000000000 | $73 | $0 | |
| Construction Costs | 2007-12-03 | $17,521 | $5,293 | SL | 40.000000000000 | $438 | $0 | |
| JCVN Officer Chair | 2008-02-08 | $1,453 | $1,453 | SL | 10.000000000000 | $0 | $0 | |
| DMG Office Chair | 2008-02-08 | $1,453 | $1,453 | SL | 10.000000000000 | $0 | $0 | |
| MEE Credenza | 2008-02-08 | $2,169 | $2,169 | SL | 10.000000000000 | $0 | $0 | |
| Laptop - 1st Floater | 2008-02-08 | $1,175 | $1,175 | SL | 5.000000000000 | $0 | $0 | |
| BDM Portrait-Mitsuno Ishii Reedy | 2008-05-31 | $6,500 | $6,500 | SL | 10.000000000000 | $0 | $0 | |
| Door, hardware and installation | 2008-03-07 | $2,234 | $661 | SL | 40.000000000000 | $56 | $0 | |
| Basement dehumidifier | 2008-04-18 | $2,059 | $601 | SL | 40.000000000000 | $51 | $0 | |
| Sewage Pump - basement | 2008-05-01 | $1,563 | $456 | SL | 40.000000000000 | $39 | $0 | |
| BH Threshold basement | 2008-06-13 | $455 | $132 | SL | 40.000000000000 | $11 | $0 | |
| Exterior lamps and wiring | 2008-07-28 | $731 | $731 | SL | 10.000000000000 | $0 | $0 | |
| Framing Lewis & Reedy | 2008-06-09 | $415 | $415 | SL | 10.000000000000 | $0 | $0 | |
| CAD Documentation | 2008-06-26 | $900 | $900 | SL | 10.000000000000 | $0 | $0 | |
| Huang artwork & framing | 2008-07-09 | $262 | $262 | SL | 10.000000000000 | $0 | $0 | |
| Chuck Kovacic artwork & framing | 2008-07-09 | $223 | $223 | SL | 10.000000000000 | $0 | $0 | |
| Baldwin House exterior painting | 2008-09-11 | $1,710 | $485 | SL | 40.000000000000 | $43 | $0 | |
| Telephone Lines | 2008-09-12 | $2,562 | $726 | SL | 40.000000000000 | $64 | $0 | |
| Norman Rockwell "America Marches Forward" | 2008-10-03 | $4,050 | $4,050 | SL | 10.000000000000 | $0 | $0 | |
| Framing "America Marches Forward" | 2008-12-01 | $594 | $594 | SL | 10.000000000000 | $0 | $0 | |
| 2 Drawer Lateral Fire King File | 2009-02-04 | $1,395 | $1,395 | SL | 10.000000000000 | $0 | $0 | |
| 2 Drawer Lateral Fire King File | 2009-02-04 | $1,395 | $1,395 | SL | 10.000000000000 | $0 | $0 | |
| Roof Restoration / Siding Replacment | 2009-06-11 | $10,900 | $7,691 | SL | 15.000000000000 | $727 | $0 | |
| Improvements | 2009-09-14 | $1,652 | $427 | SL | 40.000000000000 | $41 | $0 | |
| Chenoweth portrait | 2009-09-23 | $1,262 | $1,262 | SL | 10.000000000000 | $0 | $0 | |
| Norman Rockwell "High Dive" | 2009-12-22 | $6,500 | $6,500 | SL | 10.000000000000 | $0 | $0 | |
| Framing "High Dive" | 2009-12-22 | $1,890 | $1,890 | SL | 10.000000000000 | $0 | $0 | |
| Computer Monitor - (SKL -2) | 2010-04-30 | $169 | $169 | SL | 3.000000000000 | $0 | $0 | |
| Bromelkamp Egrant software module | 2010-09-01 | $11,313 | $11,313 | SL | 3.000000000000 | $0 | $0 | |
| Bldg final payment | 2010-12-28 | $5,000 | $1,125 | SL | 40.000000000000 | $125 | $0 | |
| Norman Rockwell "County Agriculture Agent" | 2011-06-15 | $6,000 | $5,150 | SL | 10.000000000000 | $600 | $0 | |
| Frame for Rockwell - County Ag | 2011-06-15 | $1,673 | $1,436 | SL | 10.000000000000 | $167 | $0 | |
| 2 Benches in Courtyard | 2011-06-30 | $1,128 | $959 | SL | 10.000000000000 | $113 | $0 | |
| Fountain Painting and Fram | 2011-07-01 | $900 | $765 | SL | 10.000000000000 | $90 | $0 | |
| BDFM Bldg painting "artwork" | 2011-07-01 | $550 | $468 | SL | 10.000000000000 | $55 | $0 | |
| DDH Laptop (Reserve 2) | 2012-02-08 | $879 | $879 | SL | 3.000000000000 | $0 | $0 | |
| SKL - Monitor | 2012-03-16 | $151 | $151 | SL | 3.000000000000 | $0 | $0 | |
| Catalyst 2960S24 Switch 24 ports | 2012-12-31 | $2,018 | $2,018 | SL | 5.000000000000 | $0 | $0 | |
| Shadowbox for glider suit | 2012-09-18 | $2,575 | $1,867 | SL | 10.000000000000 | $258 | $0 | |
| Server upgrade | 2012-12-01 | $29,105 | $29,105 | SL | 5.000000000000 | $0 | $0 | |
| GMD Monitor | 2012-11-01 | $139 | $139 | SL | 3.000000000000 | $0 | $0 | |
| GMD Task Chair | 2012-11-13 | $526 | $377 | SL | 10.000000000000 | $53 | $0 | |
| First Pearl License (4) | 2013-02-01 | $1,220 | $1,220 | SL | 3.000000000000 | $0 | $0 | |
| DDH Laptop | 2013-04-09 | $899 | $899 | SL | 3.000000000000 | $0 | $0 | |
| Plastic vapor barrier for crawl space | 2013-05-23 | $1,100 | $483 | SL | 15.000000000000 | $73 | $0 | |
| HVAC expansion tank | 2013-05-07 | $2,150 | $956 | SL | 15.000000000000 | $143 | $0 | |
| Tripp-Lite Rackmount KVM console | 2013-12-03 | $679 | $679 | SL | 5.000000000000 | $0 | $0 | |
| Phone system equip - router & trunk | 2014-01-16 | $1,404 | $831 | SL | 10.000000000000 | $140 | $0 | |
| Architect Fees | 2015-04-01 | $24,039 | $2,855 | SL | 40.000000000000 | $601 | $0 | |
| HVAC Compressor | 2014-07-23 | $3,063 | $1,106 | SL | 15.000000000000 | $204 | $0 | |
| Trend Micro upgrade | 2014-08-26 | $611 | $611 | SL | 3.000000000000 | $0 | $0 | |
| Tech design & Install | 2015-04-01 | $4,811 | $571 | SL | 40.000000000000 | $120 | $0 | |
| Wireless Upgrade | 2014-12-01 | $3,797 | $3,797 | SL | 3.000000000000 | $0 | $0 | |
| Backup ISP | 2014-12-01 | $1,199 | $1,199 | SL | 3.000000000000 | $0 | $0 | |
| Remodel - Ruhlin Pymt 1 | 2015-04-01 | $36,011 | $4,276 | SL | 40.000000000000 | $900 | $0 | |
| Innovation Rm Furnishings (down pymt) | 2015-04-14 | $14,503 | $6,889 | SL | 10.000000000000 | $1,450 | $0 | |
| P. Kelley 38th Street painting | 2015-01-05 | $6,000 | $3,000 | SL | 10.000000000000 | $600 | $0 | |
| Remodel Ruhlin payment 2 | 2015-04-01 | $65,578 | $7,787 | SL | 40.000000000000 | $1,639 | $0 | |
| BDM portrait (Farr) | 2015-12-23 | $3,400 | $1,360 | SL | 10.000000000000 | $340 | $0 | |
| Artwork "Playground" Harriet Morore Ballard | 2015-03-26 | $6,000 | $2,850 | SL | 10.000000000000 | $600 | $0 | |
| Data and phone cabling | 2015-04-01 | $1,264 | $150 | SL | 40.000000000000 | $32 | $0 | |
| Ruhlin remodel - payment 3 | 2015-04-01 | $70,408 | $8,361 | SL | 40.000000000000 | $1,760 | $0 | |
| iPad Air 2 - DDH | 2015-03-04 | $750 | $750 | SL | 3.000000000000 | $0 | $0 | |
| Wireless polycom phone | 2015-04-01 | $1,450 | $1,378 | SL | 5.000000000000 | $72 | $0 | |
| Innovation Room furnishngs - 2nd pymt | 2015-04-01 | $13,068 | $6,207 | SL | 10.000000000000 | $1,307 | $0 | |
| Security airphone - innovation rm | 2015-04-15 | $965 | $458 | SL | 10.000000000000 | $97 | $0 | |
| Server switch upgrade | 2015-07-08 | $11,466 | $10,320 | SL | 5.000000000000 | $1,146 | $0 | |
| Sandstone steps in courtyard | 2015-05-22 | $4,220 | $1,289 | SL | 15.000000000000 | $281 | $0 | |
| Dell Lattittude E5550 Laptop Bd Rm | 2015-05-01 | $1,167 | $1,167 | SL | 3.000000000000 | $0 | $0 | |
| Ruhlin remodel - final payment | 2015-04-01 | $16,774 | $1,992 | SL | 40.000000000000 | $419 | $0 | |
| iPad Air 3 DMG | 2015-07-29 | $678 | $678 | SL | 3.000000000000 | $0 | $0 | |
| Gault Portrait | 2015-08-18 | $1,000 | $433 | SL | 10.000000000000 | $100 | $0 | |
| Innovation furniture final payment | 2015-08-01 | $1,435 | $634 | SL | 10.000000000000 | $144 | $0 | |
| Modular Panels - Library/office | 2015-09-01 | $1,650 | $715 | SL | 10.000000000000 | $165 | $0 | |
| Frame - Gault Portrait | 2015-08-21 | $441 | $191 | SL | 10.000000000000 | $44 | $0 | |
| NEOLaunchNet Software Platform | 2016-05-01 | $63,960 | $45,679 | SL | 5.000000000000 | $12,792 | $0 | |
| New Funeral Door | 2015-09-15 | $3,720 | $403 | SL | 40.000000000000 | $93 | $0 | |
| Frame for BDM Portrait (Farr) | 2015-12-23 | $565 | $226 | SL | 10.000000000000 | $57 | $0 | |
| Dell Lattitude Laptop Spare | 2016-03-08 | $989 | $989 | SL | 3.000000000000 | $0 | $0 | |
| Cisco Meraki Firewall Upgrade | 2016-04-01 | $3,620 | $3,620 | SL | 3.000000000000 | $0 | $0 | |
| PRISM II software conversion | 2016-05-12 | $1,913 | $701 | SL | 10.000000000000 | $191 | $0 | |
| HVAC Zone Controller Zone 5 | 2016-05-24 | $1,304 | $467 | SL | 10.000000000000 | $130 | $0 | |
| Suncrest Gardens - front bed landscaping | 2016-09-14 | $6,876 | $1,525 | SL | 15.000000000000 | $458 | $0 | |
| D. Griggs monitors (2) | 2011-01-03 | $358 | $358 | SL | 3.000000000000 | $0 | $0 | |
| Digital signage system | 2016-11-30 | $3,349 | $977 | SL | 10.000000000000 | $335 | $0 | |
| Toshiba phone system and installatin | 2016-11-21 | $15,747 | $4,855 | SL | 10.000000000000 | $1,575 | $0 | |
| Optiplex desktop computer - SKL | 2017-03-22 | $774 | $710 | SL | 3.000000000000 | $64 | $0 | |
| Lattitude E5570 laptop DDH | 2017-03-31 | $1,171 | $390 | NC | 3.000000000000 | $0 | $0 | |
| Lattitude E5570 laptop AKE | 2017-05-24 | $1,171 | $1,008 | SL | 3.000000000000 | $163 | $0 | |
| Lattitude E5570 laptop GMD | 2017-05-24 | $1,171 | $1,008 | SL | 3.000000000000 | $163 | $0 | |
| Video intercom door system | 2017-09-11 | $3,490 | $543 | SL | 15.000000000000 | $233 | $0 | |
| Dell E5570 Laptop MCM | 2017-10-25 | $1,260 | $910 | SL | 3.000000000000 | $350 | $0 | |
| Workroom A/C unit and roof condenser | 2018-03-07 | $9,760 | $1,789 | SL | 10.000000000000 | $976 | $0 | |
| Security camera upgrade | 2018-03-27 | $3,975 | $696 | SL | 10.000000000000 | $398 | $0 | |
| Cellular Communicator for Security System | 2018-04-11 | $1,260 | $221 | SL | 10.000000000000 | $126 | $0 | |
| Akoya grants mgmt platform | 2018-12-31 | $5,715 | SL | 3.000000000000 | $1,905 | $0 | ||
| eGrant builder platform | 2018-04-04 | $2,500 | $1,458 | SL | 3.000000000000 | $833 | $0 | |
| VUB laptop Latitude 5580 | 2018-04-11 | $1,923 | $1,122 | SL | 3.000000000000 | $641 | $0 | |
| Optiplex 5050 desktop computer - JMS | 2018-05-09 | $1,293 | $718 | SL | 3.000000000000 | $431 | $0 | |
| Received in trade for asset # 261 AJB Laptop | 2018-06-11 | $1,733 | $915 | SL | 3.000000000000 | $578 | $0 | |
| Add'l configuration to NLN platform | 2018-07-24 | $1,950 | $553 | SL | 5.000000000000 | $390 | $0 | |
| Hot water tank - basement | 2018-08-14 | $2,051 | $291 | SL | 10.000000000000 | $205 | $0 | |
| Addn to NLN platform for JCU | 2018-10-15 | $1,125 | $281 | SL | 5.000000000000 | $225 | $0 | |
| Remote Desktop Solution | 2018-12-07 | $9,741 | $2,111 | SL | 5.000000000000 | $1,948 | $0 | |
| Heat exchanger unit | 2019-01-15 | $5,100 | $340 | SL | 15.000000000000 | $340 | $0 | |
| Add'l configuration to Akoya platform | 2019-01-15 | $4,781 | $1,594 | SL | 3.000000000000 | $1,594 | $0 | |
| Add'l configuration to eGrant platform | 2019-02-13 | $960 | $293 | SL | 3.000000000000 | $320 | $0 | |
| 2nd Add'l configuration to Akoya platform | 2019-02-13 | $5,325 | $1,627 | SL | 3.000000000000 | $1,775 | $0 | |
| Latitude E5590 Laptop EBW & setup | 2019-03-01 | $2,120 | $589 | SL | 3.000000000000 | $707 | $0 | |
| Latitude E5590 Laptop Innov Rm & Set up | 2019-03-01 | $2,022 | $562 | SL | 3.000000000000 | $674 | $0 | |
| Optiplex 5060 Desktop DMG & set up | 2019-03-01 | $1,580 | $439 | SL | 3.000000000000 | $527 | $0 | |
| Access upgrade to Doors.net | 2019-03-04 | $2,083 | $578 | SL | 3.000000000000 | $694 | $0 | |
| Herman Miller Embody Chair JMS | 2019-05-07 | $935 | $62 | SL | 10.000000000000 | $94 | $0 | |
| Barco wireless presentation system Innov Rm | 2019-05-22 | $4,054 | $236 | SL | 10.000000000000 | $405 | $0 | |
| Erbaugh portrait & framing | 2019-09-01 | $1,659 | $55 | SL | 10.000000000000 | $166 | $0 | |
| Dehumidifier for vault room in basement | 2019-11-01 | $3,920 | $65 | SL | 10.000000000000 | $392 | $0 | |
| Latitude 5500 Laptop AKE | 2020-03-12 | $1,667 | SL | 3.000000000000 | $463 | $0 | ||
| Latitude 5500 Laptop GMD | 2020-03-12 | $1,667 | SL | 3.000000000000 | $463 | $0 | ||
| Latitude 5500 Laptop DDH | 2020-03-12 | $1,667 | SL | 3.000000000000 | $463 | $0 | ||
| Dell Latitude 5500 SVR Laptop DMG | 2020-07-15 | $1,709 | SL | 3.000000000000 | $285 | $0 | ||
| Dell Latitude 5500 SVR Laptop SKL | 2020-07-15 | $1,709 | SL | 3.000000000000 | $285 | $0 | ||
| Dell Latitude 5501 lapton MCM | 2020-08-15 | $1,704 | SL | 3.000000000000 | $237 | $0 | ||
| Landscape Plants | 2020-12-10 | $1,884 | SL | 5.000000000000 | $31 | $0 | ||
| Boiler pumps and motors | 2020-12-01 | $4,041 | SL | 15.000000000000 | $22 | $0 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| Peninsula Foundation Inc | ||||||||||
| 6138 Riverview Road Suite F | Peninsula | OH | 44264 | 2020-01-27 | $25,000 | To support the construction of ADA-compliant restrooms at G.A.R. Hall. | $0 | To the knowledge of the grantor no funds have been diverted. | 12/02/2020 | The grantor has no reason to doubt the accuracy or reliability of the report from the grantee; therefore, no independent verification of the report was made. |
| Summit Medina Business Alliance Inc (SMBA) | ||||||||||
| 526 S Main Street Suite 813 | Akron | OH | 44311 | 2019-09-18 | $25,000 | Exclusively for the administration of educational activities in 2020. SMBA deploys its services primarily through workshops and one-on-one counseling focusing on the "nuts and bolts" of owning a business, such as accounting, taxes, marketing, and human resources. SMBA also conducts custom trainings around specialized topics as requested by its many community partners, including area libraries, the Summit Reentry Program, the Summit County Department of Jobs and Family Services, and others. | $21,540 | To the knowledge of the grantor no funds have been diverted. | 09/24/2020 | The grantor has no reason to doubt the accuracy or reliability of the report from the grantee; therefore, no independent verification of the report was made. |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | Ohio does not require a copy of the Form 990-PF, it requires a separate on-line registration filing and filing fee. | ExplanationTxt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | LTD Partnerships Book | AssetDesc |
| How Acquired | Purchased | HowAcquiredTxt |
| Gross Sales Price | $2,964,856 | GrossSalesPriceAmt |
| Basis | $2,563,672 | BasisAmt |
| Basis Method | Cost | BasisMethodTxt |
| Sales Expense | $0 | SalesExpenseAmt |
| Total Net | $401,184 | TotalNetAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| T Rowe Price Short Term Bond Fund | $4,875,000 | $4,875,000 |
| Lord Abbett Invt Tr Short Duration Income Fund | $4,886,607 | $4,886,607 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (280 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ORION ENGINEERED CARBONS SA COMMON STOCK | $27,270 | $27,270 |
| ADR BP PLC SPONSORED ADR | $112,860 | $112,860 |
| ADR GLAXOSMITHKLINE PLC SPONSORED ADR | $135,976 | $135,976 |
| ADR UNILEVER PLC SPONSORED ADR NEW | $176,855 | $176,855 |
| #REORG/COOPER TIRE CASH AND STOCK MERGER GOODYEAR 0002352798 06-07-2021 | $26,123 | $26,123 |
| #REORG/PERSPECTA INC COM CASH MERGER 05-07-2021 | $21,792 | $21,792 |
| 3M CO COM | $996,303 | $996,303 |
| AAR CORP COM | $51,686 | $51,686 |
| ABBOTT LAB COM | $218,980 | $218,980 |
| ADOBE SYS INC COM | $440,106 | $440,106 |
| ADTRAN INC COM | $19,452 | $19,452 |
| AEROJET ROCKETDYNE HLDGS INC COM | $34,722 | $34,722 |
| AIR PROD & CHEM INC COM | $1,366,100 | $1,366,100 |
| AIR PROD & CHEM INC COM | $219,942 | $219,942 |
| ALEXANDER & BALDWIN INC | $39,789 | $39,789 |
| ALLEGHENY TECHNOLOGIES INC COM | $35,703 | $35,703 |
| ALLETE INC COM NEW | $36,483 | $36,483 |
| ALLISON TRANSMISSION HOLDING | $21,177 | $21,177 |
| ALPHABET INC CAP STK USD0.001 CL C | $835,647 | $835,647 |
| AMAZON COM INC COM | $1,315,800 | $1,315,800 |
| AMCOR PLC ORD USD0.01 | $3,809,537 | $3,809,537 |
| AMER ELEC PWR CO INC COM | $148,637 | $148,637 |
| AMERICAN EAGLE OUTFITTERS INC NEW COM | $41,565 | $41,565 |
| AMERICAN EXPRESS CO | $120,910 | $120,910 |
| AMERICAN TOWER CORP | $242,192 | $242,192 |
| AMERIS BANCORP COM | $51,699 | $51,699 |
| APPLE INC COM STK | $252,111 | $252,111 |
| APPLE INC COM STK | $428,854 | $428,854 |
| APPLE INC COM STK | $1,221,013 | $1,221,013 |
| ARCONIC CORPORATION COM USD0.01 | $34,717 | $34,717 |
| ASBURY AUTOMOTIVE GROUP INC COM | $42,702 | $42,702 |
| AT&T INC COM | $186,940 | $186,940 |
| AT&T INC COM | $166,520 | $166,520 |
| ATKORE INC | $36,136 | $36,136 |
| AUTOMATIC DATA PROCESSING INC COM | $186,596 | $186,596 |
| AVIENT CORPORATION | $51,478 | $51,478 |
| AVNET INC COM | $29,949 | $29,949 |
| AZZ INC COM | $39,091 | $39,091 |
| BANC CALIF INC COM | $25,301 | $25,301 |
| BANCORPSOUTH BK TUPELO MISS COM | $47,416 | $47,416 |
| BANK OF AMERICA CORP | $227,325 | $227,325 |
| BANNER CORP COM NEW COM NEW | $43,282 | $43,282 |
| BARNES GROUP INC COM | $54,847 | $54,847 |
| BEACON ROOFING SUPPLY INC COM | $45,294 | $45,294 |
| BED BATH & BEYOND INC COM | $16,677 | $16,677 |
| BELDEN INC COM | $31,509 | $31,509 |
| BIOGEN INC COMMON STOCK | $399,612 | $399,612 |
| BLACK HILLS CORP COM | $44,367 | $44,367 |
| BLACKROCK INC COM STK | $528,889 | $528,889 |
| BLACKSTONE MTG TR INC COM CL A COM CL A | $40,855 | $40,855 |
| BLOOMIN BRANDS INC COM | $43,015 | $43,015 |
| BOEING CO COM | $139,139 | $139,139 |
| BOISE CASCADE CO COM | $25,621 | $25,621 |
| BRINKER INTL INC COM | $29,473 | $29,473 |
| BRISTOL MYERS SQUIBB CO COM | $217,105 | $217,105 |
| BRUNSWICK CORP COM | $38,196 | $38,196 |
| BUILDERS FIRSTSOURCE INC COM STK | $31,709 | $31,709 |
| CAESARS ENTMT INC NEW COM | $46,196 | $46,196 |
| CARETRUST REIT INC COM | $33,758 | $33,758 |
| CARPENTER TECHNOLOGY CORP COM | $27,402 | $27,402 |
| CATHAY GENERAL BANCORP INC COM | $44,454 | $44,454 |
| CENTURY CMNTYS INC COM | $30,646 | $30,646 |
| CF INDS HLDGS INC COM | $312,041 | $312,041 |
| CHEESECAKE FACTORY INC COM | $29,426 | $29,426 |
| CHEVRON CORP COM | $389,483 | $389,483 |
| CHEVRON CORP COM | $152,010 | $152,010 |
| CIMAREX ENERGY CO COM | $32,634 | $32,634 |
| CINEMARK HLDGS INC COM | $30,189 | $30,189 |
| CISCO SYSTEMS INC | $328,241 | $328,241 |
| CISCO SYSTEMS INC | $223,750 | $223,750 |
| CIT GROUP INC NEW COM NEW COM NEW | $41,357 | $41,357 |
| CITIGROUP INC COM NEW COM NEW | $209,644 | $209,644 |
| CITY OFFICE REIT INC COM | $20,859 | $20,859 |
| CLEAN HBRS INC COM | $40,866 | $40,866 |
| CLEVELAND CLIFFS USD0.125 | $49,766 | $49,766 |
| CNO FINL GROUP INC COM | $29,766 | $29,766 |
| COCA COLA CO COM | $174,227 | $174,227 |
| COHU INC COM | $50,016 | $50,016 |
| COM ALCOA CORPORATION COM USD0.01 | $51,148 | $51,148 |
| COMSTOCK RES INC COM PAR $0.001 COM PAR $0.001 | $18,485 | $18,485 |
| CONDUENT INC COM | $32,002 | $32,002 |
| CONMED CORP COM | $32,704 | $32,704 |
| COSTCO WHOLESALE CORP NEW COM | $208,736 | $208,736 |
| CRANE CO COM | $38,209 | $38,209 |
| CTS CORP COM | $37,214 | $37,214 |
| CULLEN / FROST BANKERS INC COM | $174,460 | $174,460 |
| CVS HEALTH CORP COM | $310,355 | $310,355 |
| DANA INC COM | $30,900 | $30,900 |
| DANAHER CORP COM | $417,179 | $417,179 |
| DEVON ENERGY CORP NEW COM | $37,217 | $37,217 |
| DIAMONDROCK HOSPITALITY CO COM STK | $43,321 | $43,321 |
| DIEBOLD NIXDORF INC COM STK | $35,370 | $35,370 |
| DIODES INC COM | $33,981 | $33,981 |
| DOW INC | $390,998 | $390,998 |
| DOW INC | $194,250 | $194,250 |
| DUCOMMUN INC DEL COM | $22,447 | $22,447 |
| ECOLAB INC COM STK USD1 | $194,724 | $194,724 |
| EDGEWELL PERS CARE CO COM | $25,036 | $25,036 |
| EMCOR GROUP INC COM | $55,882 | $55,882 |
| EMERSON ELECTRIC CO COM | $731,367 | $731,367 |
| EMERSON ELECTRIC CO COM | $216,999 | $216,999 |
| ENPRO INDS INC COM | $33,002 | $33,002 |
| EQT CORP COM | $22,370 | $22,370 |
| ESSENT GROUP LTD COM STK | $15,422 | $15,422 |
| ESSENTIAL PROPERTIES REALTY TR INC USD0.01 | $46,894 | $46,894 |
| EXXON MOBIL CORP COM | $131,904 | $131,904 |
| FACEBOOK INC COM USD0.000006 CL 'A' | $640,014 | $640,014 |
| FASTENAL CO COM | $234,384 | $234,384 |
| FIRST BANCORP N C COM | $20,670 | $20,670 |
| FIRST MERCHANTS CORP COM | $48,072 | $48,072 |
| FLUOR CORP NEW COM | $24,929 | $24,929 |
| G-III APPAREL GROUP LTD COM | $25,331 | $25,331 |
| GENERAL DYNAMICS CORP COM | $193,466 | $193,466 |
| GENERAL ELECTRIC CO | $108,000 | $108,000 |
| GENTEX CORP COM | $237,510 | $237,510 |
| GENUINE PARTS CO COM | $330,616 | $330,616 |
| GILEAD SCIENCES INC | $186,432 | $186,432 |
| GOLDMAN SACHS GROUP INC COM | $373,413 | $373,413 |
| GRAY T.V INC COM CL B | $38,571 | $38,571 |
| GUESS INC COM | $31,939 | $31,939 |
| HANCOCK WHITNEY CORP | $62,427 | $62,427 |
| HANOVER INS GROUP INC COM | $38,350 | $38,350 |
| HERITAGE FINL CORP WASH COM | $22,197 | $22,197 |
| HNI CORP COM | $17,850 | $17,850 |
| HOME DEPOT INC COM | $394,180 | $394,180 |
| HOME DEPOT INC COM | $296,698 | $296,698 |
| HUB GROUP INC CL A | $30,039 | $30,039 |
| INFINERA CORP COM STK USD0.001 | $44,477 | $44,477 |
| INTEL CORP COM | $131,176 | $131,176 |
| INTEL CORP COM | $199,280 | $199,280 |
| INTERCONTINENTAL EXCHANGE INC COM | $205,793 | $205,793 |
| INTERNATIONAL BUSINESS MACHS CORP COM | $226,584 | $226,584 |
| INTUIT COM | $233,228 | $233,228 |
| INTUITIVE SURGICAL INC COM NEW STK | $427,048 | $427,048 |
| INVESCO LTD COM STK USD0.20 | $35,034 | $35,034 |
| INVESTORS BANCORP INC NEW COM | $40,139 | $40,139 |
| JACK IN THE BOX INC COM | $50,854 | $50,854 |
| JAMES RIVER GROUP HOLDINGS COM USD0.0002 | $29,343 | $29,343 |
| JOHNSON & JOHNSON COM USD1 | $423,037 | $423,037 |
| JOHNSON CTLS INTL PLC COM USD0.01 | $177,601 | $177,601 |
| JPMORGAN CHASE & CO COM | $341,945 | $341,945 |
| JPMORGAN CHASE & CO COM | $228,726 | $228,726 |
| KBR INC COM | $24,404 | $24,404 |
| KEMPER CORP DEL COM | $29,580 | $29,580 |
| KENNAMETAL INC CAP | $43,452 | $43,452 |
| KIMBERLY-CLARK CORP COM | $161,796 | $161,796 |
| KINSALE CAP GROUP INC COM | $34,823 | $34,823 |
| KIRBY CORP COM | $20,110 | $20,110 |
| KITE RLTY GROUP TR COM NEW COM NEW | $17,174 | $17,174 |
| KOHLS CORP COM | $38,615 | $38,615 |
| KONTOOR BRANDS INC COM NPV WI | $31,272 | $31,272 |
| KORN FERRY COM | $47,850 | $47,850 |
| KRATON CORPORATION | $35,043 | $35,043 |
| LADDER CAP CORP CL A CL A | $33,545 | $33,545 |
| LEXINGTON RLTY TR COM | $50,211 | $50,211 |
| LIONS GATE ENTMT CORP CL B NON VTG NON VOTING SHS CL B | $31,773 | $31,773 |
| LOCKHEED MARTIN CORP COM | $265,525 | $265,525 |
| LULULEMON ATHLETICA INC COM | $112,066 | $112,066 |
| MACK CALI RLTY CORP COM REIT | $31,250 | $31,250 |
| MADDEN STEVEN LTD COM | $43,408 | $43,408 |
| MAGELLAN HEALTH INC COM NEW COM NEW | $51,278 | $51,278 |
| MANPOWERGROUP INC | $17,675 | $17,675 |
| MARCUS CORP DEL COM | $14,882 | $14,882 |
| MARRIOTT VACATIONS WORLDWIDE CORP COM | $44,597 | $44,597 |
| MASTERCARD INC CL A | $348,017 | $348,017 |
| MC DONALDS CORP COM | $343,757 | $343,757 |
| MERCK & CO INC NEW COM | $334,235 | $334,235 |
| MERCK & CO INC NEW COM | $204,500 | $204,500 |
| MERITOR INC COM | $43,009 | $43,009 |
| MGIC INVT CORP WIS COM | $49,472 | $49,472 |
| MICROSOFT CORP COM | $222,420 | $222,420 |
| MICROSOFT CORP COM | $570,507 | $570,507 |
| MICROSOFT CORP COM | $987,545 | $987,545 |
| MRC GLOBAL INC COM | $28,231 | $28,231 |
| NETFLIX INC COM STK | $513,153 | $513,153 |
| NEW JERSEY RES CORP COM | $25,312 | $25,312 |
| NORTHWESTERN CORP COM NEW COM NEW | $30,205 | $30,205 |
| NORWEGIAN CRUISE LINE HLDGS LTD COM USD0.001 | $17,928 | $17,928 |
| NOW INC COM | $27,945 | $27,945 |
| NVENT ELECTRIC PLC COM USD0.01 WI | $20,635 | $20,635 |
| O-I GLASS INC COM | $32,249 | $32,249 |
| OLIN CORP COM | $35,072 | $35,072 |
| ONE GAS INC COM | $24,950 | $24,950 |
| ORACLE CORP COM | $207,008 | $207,008 |
| OVINTIV INC COM USD0.01 | $34,536 | $34,536 |
| PACWEST BANCORP DEL COM | $48,412 | $48,412 |
| PATTERSON COS INC COM | $24,267 | $24,267 |
| PAYLOCITY HLDG CORP COM | $381,757 | $381,757 |
| PAYPAL HLDGS INC COM | $641,474 | $641,474 |
| PDC ENERGY INC COM | $50,360 | $50,360 |
| PEOPLES UTD FINL INC COM | $33,566 | $33,566 |
| PEPSICO INC COM | $207,620 | $207,620 |
| PEPSICO INC COM | $388,546 | $388,546 |
| PEPSICO INC COM | $993,610 | $993,610 |
| PERFORMANCE FOOD GROUP CO COM | $53,942 | $53,942 |
| PFIZER INC COM | $220,860 | $220,860 |
| PFIZER INC COM | $167,633 | $167,633 |
| PHILIP MORRIS INTL COM STK NPV | $395,571 | $395,571 |
| PHYSICIANS RLTY TR COM | $40,620 | $40,620 |
| PIPER SANDLER COMPANIES COM USD0.01 | $37,636 | $37,636 |
| PLEXUS CORP COM | $26,200 | $26,200 |
| PNM RES INC COM | $24,944 | $24,944 |
| PORTLAND GENERAL ELECTRIC CO COM NEW COMNEW | $23,695 | $23,695 |
| PPG IND INC COM | $2,105,612 | $2,105,612 |
| PRIMERICA INC COM | $29,599 | $29,599 |
| PROCTER & GAMBLE COM NPV | $973,980 | $973,980 |
| PROPETRO HLDG CORP COM | $27,446 | $27,446 |
| RAYTHEON TECHNOLOGIES CORP | $143,020 | $143,020 |
| RENASANT CORP COM | $41,595 | $41,595 |
| RLI CORP COM | $38,119 | $38,119 |
| ROPER TECHNOLOGIES, inc | $125,878 | $125,878 |
| RYDER SYS INC COM | $36,500 | $36,500 |
| SAIA INC COM STK | $41,584 | $41,584 |
| SALESFORCE COM INC COM STK | $380,081 | $380,081 |
| SALLY BEAUTY HLDGS INC COM STK USD0.01 | $15,478 | $15,478 |
| SCHLUMBERGER LTD COM COM | $87,320 | $87,320 |
| SCOTTS MIRACLE-GRO CLASS'A'COM NPV | $238,968 | $238,968 |
| SELECT MED HLDGS CORP COM | $43,288 | $43,288 |
| SERVICENOW INC COM USD0.001 | $392,457 | $392,457 |
| SHERWIN-WILLIAMS CO COM | $188,137 | $188,137 |
| SHOE CARNIVAL INC COM | $20,334 | $20,334 |
| SIMPLY GOOD FOODS CO COM | $41,677 | $41,677 |
| SITE CENTERS CORP | $45,945 | $45,945 |
| SKYWEST INC COM | $28,983 | $28,983 |
| SPIRE INC COM | $23,823 | $23,823 |
| SPIRIT AIRLS INC COM | $26,846 | $26,846 |
| STAG INDL INC COM | $54,622 | $54,622 |
| STARWOOD PROPERTY TRUST INC COM REIT | $23,585 | $23,585 |
| STEELCASE INC CL A COM | $20,230 | $20,230 |
| STERLING BANCORP DEL COM | $44,572 | $44,572 |
| STEWART INFORMATION SVCS CORP COM | $35,641 | $35,641 |
| STIFEL FINL CORP COM | $60,602 | $60,602 |
| STRYKER CORP | $245,040 | $245,040 |
| SUMMIT HOTEL PROPERTIES INC COM | $31,508 | $31,508 |
| SUN COMMUNITIES INC COM | $183,252 | $183,252 |
| SUNSTONE HOTEL INVS INC NEW COM | $31,010 | $31,010 |
| SUPERNUS PHARMACEUTICALS INC COM STK | $20,380 | $20,380 |
| SYNOVUS FINL CORP COM NEW COM NEW | $29,619 | $29,619 |
| TAPESTRY INC COM USD0.01 | $34,623 | $34,623 |
| TEGNA INC COM | $23,771 | $23,771 |
| TENET HEALTHCARE CORP COM NEW . | $23,878 | $23,878 |
| TEREX CORP NEW COM | $53,661 | $53,661 |
| THE ODP CORP COM | $23,088 | $23,088 |
| THE TRADE DESK INC COM CL A COM CL A | $484,605 | $484,605 |
| TJX COS INC COM NEW | $177,554 | $177,554 |
| TRI POINTE HOMES INC | $33,948 | $33,948 |
| TRINITY IND INC COM | $28,158 | $28,158 |
| TRONOX HOLDINGS PLC | $31,711 | $31,711 |
| TRUEBLUE INC COM STK | $16,503 | $16,503 |
| TRUIST FINL CORP COM | $305,602 | $305,602 |
| TTM TECHNOLOGIES INC COM | $34,515 | $34,515 |
| TUTOR PERINI CORP COM | $19,801 | $19,801 |
| UNION PAC CORP COM | $256,319 | $256,319 |
| UNITED CMNTY BK BLAIRSVILLE GA COM | $55,287 | $55,287 |
| UNITED PARCEL SVC INC CL B | $512,273 | $512,273 |
| UNITEDHEALTH GROUP INC COM | $331,743 | $331,743 |
| V F CORP COM | $1,581,793 | $1,581,793 |
| V F CORP COM | $145,197 | $145,197 |
| VERINT SYS INC COM | $39,032 | $39,032 |
| VERITEX HLDGS INC COM | $51,679 | $51,679 |
| VERIZON COMMUNICATIONS COM | $176,250 | $176,250 |
| VERTEX PHARMACEUTICALS INC COM | $484,024 | $484,024 |
| VIAVI SOLUTIONS INC COM NPV | $24,199 | $24,199 |
| VISA INC COM CL A STK | $345,374 | $345,374 |
| VISHAY INTERTECHNOLOGY INC COM STK | $34,254 | $34,254 |
| VISTEON CORP COM NEW COM NEW | $37,530 | $37,530 |
| WABASH NATL CORP COM | $31,186 | $31,186 |
| WALGREENS BOOTS ALLIANCE INC COM | $199,400 | $199,400 |
| WALMART INC COM | $216,225 | $216,225 |
| WALT DISNEY CO | $458,204 | $458,204 |
| WALT DISNEY CO | $271,770 | $271,770 |
| WASH FED INC COM | $31,608 | $31,608 |
| WELLS FARGO & CO NEW COM STK | $135,810 | $135,810 |
| WERNER ENTERPRISES INC COM | $28,630 | $28,630 |
| WESBANCO INC COM | $41,824 | $41,824 |
| WESCO INTL INC COM | $39,014 | $39,014 |
| WESTERN ALLIANCE BANCORPORATION COM | $61,208 | $61,208 |
| WEYERHAEUSER CO COM | $234,710 | $234,710 |
| WOLVERINE WORLD WIDE INC COM | $45,281 | $45,281 |
| WW INTL INC COM | $27,108 | $27,108 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (17 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Vanguard Instl Index Fund | FMV | $29,437,662 | $29,437,662 |
| Franklin Small Cap Brw Fund | FMV | $7,546,988 | $7,546,988 |
| DFA Invt Dimension Group Int'l Core Equity Portfolio | FMV | $8,852,395 | $8,852,395 |
| Vanguard Index Tr Mid Cap Admiral Fund | FMV | $13,744,225 | $13,744,225 |
| GMO Benchmark Free Allocation Fund | FMV | $9,263,730 | $9,263,730 |
| SPDR S&P 500 ETF | FMV | $14,104,249 | $14,104,249 |
| Eleuthera Properties Ltd. | FMV | $346,465 | $346,465 |
| Commonfund Capital Natural Resources Fund IX | FMV | $3,398,867 | $3,398,867 |
| Avista Capital Partners Nycom Holdings, LLC | FMV | $914 | $914 |
| Avista Capital Private Equity Fund II | FMV | $409,709 | $409,709 |
| TRG Forestry Fund 8-B LP | FMV | $35,911 | $35,911 |
| Riverside Micro Cap Fund IV-A | FMV | $7,079,688 | $7,079,688 |
| Riverside Micro Cap Fund IV - B | FMV | $1,554,639 | $1,554,639 |
| H.I.G. Whitehorse Offshore Loan Feeder Fund | FMV | $5,937,706 | $5,937,706 |
| Carlson Capital Black Diamond Arbitrage Fund | FMV | $7,486,964 | $7,486,964 |
| NEO Capital Fund LP | FMV | $241,815 | $241,815 |
| Harrison Street Core Property Fund LP | FMV | $5,020,700 | $5,020,700 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Landscaping | $95,890 | $81,862 | $14,028 | $14,028 |
| Computers | $306,364 | $273,398 | $32,966 | $32,966 |
| Baldwin House | $296,154 | $106,854 | $189,300 | $189,300 |
| Furniture | $453,712 | $395,926 | $57,786 | $57,786 |
| Buildings and Improvements | $3,379,352 | $1,356,784 | $2,022,568 | $2,022,568 |
| Land | $233,024 | $0 | $233,024 | $233,024 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Buckingham Doolittle & Burroughs | $5,098 | $668 | $15,204 |
| Schneider Smeltz Speith Bell LLP | $1,320 | $173 | $1,147 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 457(b) Plan Investments | $103,500 | $142,500 | $142,500 |
| PRI Loan to Manufacturing Advocacy and Growth Network | $47,636 | $13,158 | $13,158 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Auto | $8,310 | $1,089 | $7,221 |
| Dues & Subscriptions | $13,805 | $1,810 | $10,233 |
| Filing Fee | $200 | $26 | $174 |
| Insurance | $28,943 | $3,794 | $25,149 |
| Maintenance | $41,481 | $5,438 | $36,043 |
| Morgan Preserve Maintenance | $250 | $0 | $250 |
| NEO LaunchNET Program | $4,539 | $0 | $4,539 |
| Office Services | $71,093 | $9,320 | $62,262 |
| Office Supplies | $7,502 | $984 | $6,653 |
| Research Institute | $43,500 | $0 | $43,500 |
| Scalerator/Scaleup Initiative | $461,671 | $0 | $461,851 |
| Miscellaneous | $171 | $22 | $149 |
| Limited Partnerships per K-1s | $0 | $211,907 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Refunds and Reimbursements | $96 | $96 | |
| Other Partnership Income | $131,428 | $131,428 | $112,061 |
| Class Action Settlements | $10,094 | $10,094 | $10,094 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Gains | Desc |
| Amt | $50,246,556 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 457(b) Plan Liabilities | Desc |
| BOY Book Value | $103,500 | BOYBookValueAmt |
| EOY Book Value | $142,500 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (7 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Custodial Fees | $31,604 | $31,604 | $0 |
| Investment Management Fees | $218,896 | $218,896 | $0 |
| Investment Consultant | $90,559 | $90,559 | $0 |
| Strategic Planning Consultant | $11,700 | $1,534 | $10,166 |
| Alt Inv Mgt Fees | $199,224 | $199,224 | $0 |
| Communications Consultant | $7,500 | $983 | $6,517 |
| Other | $1,350 | $177 | $1,173 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise Tax | CategoryTxt |
| Amt | $220,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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