FIRSTENERGY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- FIRSTENERGY FOUNDATION (EIN 34-6514181)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202103199349110320
- 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
- Schedule B
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T22:47:24-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 MONUMENT CIR STE 400 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | 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 | 346514181 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FirstEnergy Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % LORNA WISHAM | InCareOfNm |
| Business Name Control | FIRS | BusinessNameControlTxt |
| Phone | 3303845752 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 76 SOUTH MAIN STREET | AddressLine1Txt |
| City | Akron | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44308 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LORNA WISHAM | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 3303845752 | PhoneNum |
| Signature | 2021-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LORNA | PersonFirstNm |
| Person Last | WISHAM | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER D RHODERICK | PreparerPersonNm |
| PTIN | P00395735 | PTIN |
| Phone | 3176817000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| 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 | $135,186,553 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $7,000,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $2,817,876 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,817,876 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$215,511 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $22,487,345 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $6,390 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $6,390 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $9,608,755 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,824,266 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $90 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $90 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $117,005 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $117,005 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $35,187 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $29,002 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $29,002 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $181,284 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $117,005 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $29,092 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $9,832,663 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,093,552 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,013,947 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $117,005 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,122,644 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$405,192 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,707,261 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,440,556 | CashBOYAmt |
| Cash EOY | $8,711,163 | CashEOYAmt |
| Cash EOYFMV | $7,088,913 | CashEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $10,031,140 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $10,031,156 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $64,219,319 | CorporateStockBOYAmt |
| Corporate Stock EOY | $52,782,411 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $68,566,281 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $36,460,232 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $38,497,092 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $39,415,046 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $14,939,787 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,613,996 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,085,157 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $119,059,894 | TotalAssetsBOYAmt |
| Total Assets EOY | $118,635,802 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $135,186,553 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $119,059,894 | CapitalStockBOYAmt |
| Capital Stock EOY | $118,635,802 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $119,059,894 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $118,635,802 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $119,059,894 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $118,635,802 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $119,059,894 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$405,192 | ExcessRevenueOverExpensesAmt |
| Subtotal | $118,654,702 | SubtotalAmt |
| Other Decreases | $18,900 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $118,635,802 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $20,330,266 | GrossSalesPriceAmt |
| Cost Or Other Basis | $22,702,856 | CostOrOtherBasisAmt |
| Gain Or Loss | -$2,372,590 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$2,372,590 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$215,511 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $37,631 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $37,631 | SubtotalAmt |
| Tax Based On Investment Income | $37,631 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,346 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $31,701 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $52,047 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $14,416 | OverpaymentAmt |
| Applied To ES Tax | $14,416 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LORNA WISHAM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3303845752 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 76 SOUTH MAIN STREET | AddressLine1Txt |
| City | AKRON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44308 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | Yes (true) | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | Yes (true) | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | Yes (true) | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (true) | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Samuel L Belcher | ||||||||
| 76 S Main Street | Akron | OH | 44308 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| Bennett L Gaines | ||||||||
| 76 S Main Street | Akron | OH | 44308 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| Lorna Wisham | ||||||||
| 76 S Main Street | Akron | OH | 44308 | PRESIDENT | 24.0 | $0 | $0 | $0 |
| Mary M Swann | ||||||||
| 76 SOUTH MAIN STREET | Akron | OH | 44308 | SECRETARY | 0.25 | $0 | $0 | $0 |
| K Jon Taylor | ||||||||
| 76 SOUTH MAIN STREET | Akron | OH | 44308 | TREASURER | 0.25 | $0 | $0 | $0 |
| Steven R Staub | ||||||||
| 76 SOUTH MAIN STREET | Akron | OH | 44308 | ASSISTANT TREASURER | 0.25 | $0 | $0 | $0 |
| Daniel M Dunlap | ||||||||
| 76 SOUTH MAIN STREET | Akron | OH | 44308 | ASSISTANT SECRETARY | 0.25 | $0 | $0 | $0 |
| Irena M Prezelj | ||||||||
| 76 SOUTH MAIN STREET | Akron | OH | 44308 | TRUSTEE | 0.25 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PNC INSTITUTIONAL ASSET MANAGEMENT | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 CASCADE PLZ | AddressLine1Txt |
| City | AKRON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44308 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MGMT | ServiceTypeTxt |
| Compensation | $79,505 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $116,278,199 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,612,104 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,100,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $122,990,303 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $122,990,303 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,844,855 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $121,145,448 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,057,272 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,057,272 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $37,631 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $37,631 | TotalTaxAmt |
| Distributable Before Adj | $6,019,641 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $307,589 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,327,230 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $6,327,230 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,122,644 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $10,122,644 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $10,122,644 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,327,230 | DistributableAsAdjustedAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $4,163,695 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,193,937 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,729,380 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,565,523 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,697,970 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $16,350,505 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $10,122,644 | QualifyingDistributionsAmt |
| Applied To Current Year | $6,327,230 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,795,414 | RemainingDistriFromCorpusAmt |
| Total Corpus | $20,145,919 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $4,163,695 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $15,982,224 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,193,937 | ExcessFromYear4Amt |
| Excess From Year3 | $2,729,380 | ExcessFromYear3Amt |
| Excess From Year2 | $4,565,523 | ExcessFromYear2Amt |
| Excess From Year1 | $1,697,970 | ExcessFromYear1Amt |
| Excess From Current Year | $3,795,414 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LORNA WISHAM | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 76 S MAIN ST | AddressLine1Txt |
| City | AKRON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44308 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3303845752 | RecipientPhoneNum |
| Form And Info And Materials | ONE OR TWO PAGE LETTER STATING THE AMOUNT REQUEST, ORGANIZATION AND NEED FOR GRANT, ETC. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THERE ARE NO SUBMISSION DEADLINES, APPLICATIONS REVIEWED AS THEY ARE RECEIVED | SubmissionDeadlinesTxt |
| Restrictions On Awards | AWARDS ARE MADE TO ORGANIZATIONS LOCATED IN THE CONTINENTAL US & INCLUDE HEALTH WELFARE 1 EDUCATION OR ART | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHMENT | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEE ATTACHMENT | AddressLine1Txt |
| City | SEE ATTACHMENT | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44308 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | VARIOUS | GrantOrContributionPurposeTxt |
| Amt | $9,832,663 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $9,832,663 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,817,876 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$215,511 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME FROM PASSTHROUGH K-1 | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,390 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,608,755 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,608,755 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | Yes (true) | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
Transfer Schedule Detail TransferScheduleDetail (16 entries)
| Line NumberLineNumberTxt | InvolvedInvolvedAmt | Transfers Trans And Shr ArrngmTransfersTransAndShrArrngmDesc |
|---|---|---|
| COC GREEN COUNTY | ||
| 1a(1) | $400 | GRANT |
| COC MONONGAHELA | ||
| 1a(1) | $1,000 | GRANT |
| COC PRESTON COUNTY | ||
| 1a(1) | $750 | GRANT |
| COC PUNXSUTAWNEY | ||
| 1a(1) | $2,500 | GRANT |
| COC VENANGO AREA | ||
| 1a(1) | $1,300 | GRANT |
| COC WYOMING COUNTY | ||
| 1a(1) | $2,000 | GRANT |
| CDC BUTLER COUNTY | ||
| 1a(1) | $5,000 | GRANT |
| COMM OF LEBANON ASSO | ||
| 1a(1) | $3,000 | GRANT |
| ESSEX CTY COP ASSOC | ||
| 1a(1) | $1,250 | GRANT |
| GREATER READING COC | ||
| 1a(1) | $7,500 | GRANT |
| LIONS CLUB CLEAR SPR | ||
| 1a(1) | $2,500 | GRANT |
| NAACP JOHNSTOWN | ||
| 1a(1) | $1,500 | GRANT |
| NAACP TOLEDO | ||
| 1a(1) | $4,150 | GRANT |
| NJ STATE PBA | ||
| 1a(1) | $750 | GRANT |
| OCEAN CTY MAYORS | ||
| 1a(1) | $2,000 | GRANT |
| OCEAN GROVE UNITED | ||
| 1a(1) | $1,000 | GRANT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | FIRSTENERGY CORP | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 76 S MAIN ST | AddressLine1Txt |
| City | AKRON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44308 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $7,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DOUBLELINE TOTAL RETURN BOND | $12,467,438 | $12,494,577 |
| METROPOLITAN WEST TOTAL RETURN | $13,022,771 | $13,620,381 |
| PIMCO INCOME FUND | $9,480,286 | $9,580,782 |
| WELLS FARGO CORE BOND FUND | $3,526,597 | $3,719,306 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EUROPACIFIC GROWTH FUND | $3,070,373 | $4,243,129 |
| ALGER SPECTRA FUND CLASS I | $3,663,229 | $5,740,552 |
| DFA LARGE CAP INTERNATIONAL 28 | $7,718,421 | $9,566,245 |
| ARTISAN INTERNATIONAL FUND | $5,060,768 | $6,241,234 |
| DODGE & COX INTERNATIONAL | $0 | $0 |
| GUGGENHEIM FLOATING RATE FUND | $0 | $0 |
| VANGUARD FTSE EM FUND | $3,509,880 | $4,234,245 |
| EATON VANCE - ATL FUND | $7,713,405 | $9,213,388 |
| FIDELITY 500 INDEX | $17,044,546 | $24,437,594 |
| VERSUS CAPITAL RE INCOME FUND | $5,001,789 | $4,889,894 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $10,031,140 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $10,031,156 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ICAPITAL HRBRVST DOVER ST X | AT COST | $465,240 | $2,100,000 |
| STONE RIDGE RISK PREM FUND | AT COST | $0 | $0 |
| STONE RIDGE REINSURANCE RISK | $2,344,562 | $2,316,319 | |
| VERSUS CAPITAL REAL ASSET FUND | $2,871,991 | $2,910,776 | |
| ANGEL OAK MULTI-STRAT FUND | $2,932,203 | $2,758,062 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJUSTMENT FOR K-1 DISTRIBUTIONS | Desc |
| Amt | $18,900 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| MEMBERSHIP FEES | $20,500 | $20,500 |
| ADMINISTRATIVE FEES | $8,302 | $8,302 |
| STATE FILING FEES | $200 | $200 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PASSTHROUGH INCOME FROM K-1 | Desc |
| Revenue And Expenses Per Books | $6,390 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $6,390 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT MANAGEMENT FEES | $79,505 | $79,505 |
| ADVISORY FEES | $37,500 | $37,500 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $35,187 | Amt |
Comments