FETH FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
FETH FAMILY FOUNDATION (EIN 45-4039737)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-05-14
IRS object ID
202111349349101466
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-05-14T10:30:33-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN363168081PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SIKICH LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1274 WHITE POND DRIVEAddressLine1Txt
CityAKRONCityNm
State AbbreviationOHStateAbbreviationCd
ZIP443201118ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN454039737EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE FETH FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFETHBusinessNameControlTxt
Phone3306157705PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line121 FURNACE ST UNIT 703AddressLine1Txt
CityAKRONCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44308ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWILLIAM FETHPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3303847302PhoneNum
Signature2021-05-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstWILLIAMPersonFirstNm
Person LastFETHPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLAURA B CULPPreparerPersonNm
PTINP00050877PTIN
Phone3308646661PhoneNum
Preparation2021-05-13PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,175,241FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$37,638DividendsRevAndExpnssAmt
Dividends Net Invst Incm$30,926DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$30,151NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$406,140GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$30,151CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$67,789TotalRevAndExpnssAmt
Total Net Invst Incm$61,077TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,700AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,700AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$11,107OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$11,107OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$3,500TaxesRevAndExpnssAmt
Taxes Net Invst Incm$129TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$200OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$200OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$17,507TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$11,236TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,900TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$319,900ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$319,900ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$337,407TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$11,236TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$322,800TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$269,618ExcessRevenueOverExpensesAmt
Net Investment Income$49,841NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$38,157SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$71,877SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$71,877SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,944,912CorporateStockBOYAmt
Corporate Stock EOY$2,053,336CorporateStockEOYAmt
Corporate Stock EOYFMV$2,053,336CorporateStockEOYFMVAmt
Corporate Bonds BOY$150,624CorporateBondsBOYAmt
Corporate Bonds EOY$50,028CorporateBondsEOYAmt
Corporate Bonds EOYFMV$50,028CorporateBondsEOYFMVAmt
Total Assets BOY$2,133,693TotalAssetsBOYAmt
Total Assets EOY$2,175,241TotalAssetsEOYAmt
Total Assets EOYFMV$2,175,241TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$2,133,693NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$2,175,241NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$2,133,693TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,175,241TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,133,693TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,175,241TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,133,693TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$269,618ExcessRevenueOverExpensesAmt
Other Increases$311,166OtherIncreasesAmt
Subtotal$2,175,241SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,175,241TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES$370,994$375,989-$4,995-$4,995
CAPITAL GAINS DIVIDENDS$35,146$35,146$35,146P
FieldValueIRS element (for citing)
Capital Gain Net Income$30,151CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$693InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$693SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$693TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,663EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,663TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$1,970OverpaymentAmt
Applied To ES Tax$1,970AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateOHOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksTOBY S BLOSSOMIndividualWithBooksNm
Phone3303847302PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1106 MAIN STREET 5TH FLOORAddressLine1Txt
CityAKRONCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44308ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
WILLIAM FETH
21 FURNACE ST UNIT 703AKRONOH44308PRESIDENT1.00$0$0$0
KAREN FETH
21 FURNACE ST UNIT 703AKRONOH44308TREASURER1.00$0$0$0
RICHARD HARRIS
21 FURNACE ST UNIT 703AKRONOH44308SECRETARY1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,014,636AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$78,405AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,093,041TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,093,041AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$31,396CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,061,645NetVlNoncharitableAssetsAmt
Minimum Investment Return$103,082MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$103,082MinimumInvestmentReturnAmt
Tax Based On Investment Income$693TaxBasedOnInvestmentIncomeAmt
Total Tax$693TotalTaxAmt
Distributable Before Adj$102,389DistributableBeforeAdjAmt
Recoveries Qualfied Distri$1,000RecoveriesQualfiedDistriAmt
Distributable Before Ded$103,389DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$103,389DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$322,800ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$322,800QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$322,800AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$103,389DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$161,255ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$117,365ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$216,293ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$206,860ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$219,556ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$921,329TotalExcessDistributionCyovAmt
Qualifying Distributions$322,800QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$103,389AppliedToCurrentYearAmt
Remaining Distri From Corpus$219,411RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,140,740TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$161,255ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$979,485ExcessDistriCyovToNextYrAmt
Excess From Year4$117,365ExcessFromYear4Amt
Excess From Year3$216,293ExcessFromYear3Amt
Excess From Year2$206,860ExcessFromYear2Amt
Excess From Year1$219,556ExcessFromYear1Amt
Excess From Current Year$219,411ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonFETH FAMILY FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line121 FURNACE ST UNIT 703AddressLine1Txt
CityAKRONCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44308ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3306157705RecipientPhoneNum
Form And Info And MaterialsNO SPECIFIC FORMAT OR REQUIRED CONTENT.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (59 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtRecipient RelationshipRecipientRelationshipTxt
AIR FORCE ASSOCIATION
PO BOX 1860MERRIFIELDVA22116PCANNUAL PROGRAM SUPPORT$500
AKRON ART MUSEUM
1 SOUTH HIGH STAKRONOH44308PCANNUAL PROGRAM SUPPORT$5,000
AKRON CHILDREN'S HOSPITAL FOUNDATION
PO BOX 50AKRONOH44309PCANNUAL PROGRAM SUPPORT$1,000
AKRON COMMUNITY FOUNDATION
345 WEST CEDAR STAKRONOH44307PCANNUAL PROGRAM SUPPORT$2,500
AKRON PREGNANCY SERVICES
105 E MARKET STAKRONOH44308PCANNUAL PROGRAM SUPPORT$500
AKRON ZOO
500 EDGEWOOD AVEAKRONOH44307PCEDUCATION AND WILDLIFE CONSERVATION$500
AKRON-CANTON REGIONAL FOODBANK
PO BOX 3501AKRONOH44309PCANNUAL PROGRAM SUPPORT$5,000
ALZHEIMER'S ASSOCIATION GREATER EAST OHIO AREA CHAPTER
PO BOX 96011WASHINGTONDC20090PCANNUAL PROGRAM SUPPORT$500
AMERICAN CANCER SOCIETY EAST CENTRAL DIVISIONAKRON DRIVE
PO BOX 8008DUBLINOH43016PCANNUAL PROGRAM SUPPORT$500
AMERICAN DIABETES ASSOCIATION PROCESSING CENTER
PO BOX 1834MERRIFIELDVA22116PCANNUAL PROGRAM SUPPORT$500
AMERICAN HEART ASSOCIATION GIFT PROCESSING CENTER
PO BOX 78851PHOENIXAZ85062PCANNUAL PROGRAM SUPPORT$500
AMERICAN RED CROSS OF SUMMIT PORTAGE & MEDINA COUNTIES
PO BOX 2604FORT WAYNEIN468012604PCANNUAL PROGRAM SUPPORT$500
APOLLO'S FIRE
3091 MAYFIELD RD SUITE 217CLEVELAND HEIGHTSOH44118PCANNUAL PROGRAM SUPPORT$3,500
BATH COMMUNITY FUND CO AKRON COMMUNITY FOUNDATION
345 WEST CEDAR STAKRONOH44307PCANNUAL PROGRAM SUPPORT$1,000
BOYS & GIRLS CLUB OF THE WESTERN RESERVE
889 JONATHAN AVEAKRONOH44306PCANNUAL PROGRAM SUPPORT$500
CASCADE LOCKS PARK ASSOCIATION
248 FERNDALE STAKRONOH44304PCGENERAL PROGRAM SUPPORT$500
CASE WESTERN RESERVE UNIVERSITY
10900 EUCLID AVECLEVELANDOH44106PCSCHOOL OF NURSING ANNUAL FUND$1,000
CASE WESTERN RESERVE UNIVERSITY
10900 EUCLID AVECLEVELANDOH44106PCPRIORITIES OF THE DEAN$2,500
CHILDREN'S CONCERT SOCIETY EJ THOMAS PERFORMING ARTS HALL
302 E BUCHTEL AVEAKRONOH44325PCANNUAL PROGRAM SUPPORT$500
CLEVELAND CLINIC AKRON GENERAL
1 AKRON GENERAL AVENUEAKRONOH443987191PCANNUAL PROGRAM SUPPORT$5,000
CONSERVANCY FOR CUYAHOGA VALLEY NATIONAL PARK
1403 WEST HINES HILL RDPENINSULAOH44264PCANNUAL PROGRAM SUPPORT$500
CUYAHOGA VALLEY PRESERVATION & SCENIC RAILWAY ASSOCIATION
PO BOX 158PENINSULAOH44264PCANNUAL PROGRAM SUPPORT$500
EMERGE COUNSELING SERVICES
900 MULL AVEAKRONOH44313PCTO PROVIDE MENTAL HEALTH COUNSELING TO INDIVIDUALS WITHOUT MEDICAL INSURANCE OR PERSONAL RESOURCES$1,000
GREAT TRAIL COUNCIL BSA
PO BOX 68AKRONOH44309PCANNUAL PROGRAM SUPPORT$1,000
HABITAT FOR HUMANITY
121 HABITAT STAMERICUSGA31709PCANNUAL PROGRAM SUPPORT$1,000
HARVARD BUSINESS SCHOOL
86 BRATTLE STBOSTONMA02163PCLEADERSHIP & INNOVATION PROGRAMS$10,000
HAVEN OF REST MINISTRIES
PO BOX 547AKRONOH44398PCANNUAL PROGRAM SUPPORT$5,000
HILLSDALE COLLEGE
33 E COLLEGE STREET SUITE 500HILLSDALEMI49242PCANNUAL PROGRAM SUPPORT$1,000
IN TOUCH MINISTRIES INC
PO BOX 7900ATLANTAGA30357PCANNUAL PROGRAM SUPPORT$6,750
LUTHERAN BIBLE TRANSLATORS USA
303 N LAKE STAURORAIL60507PCANNUAL PROGRAM SUPPORT$2,000
LUTHERAN HOUR MINISTRIES
6600 MASON RIDGE CENTER DRST LOUISMO63141PCANNUAL PROGRAM SUPPORT$500
LUTHERAN WORLD RELIEF
700 LIGHT STBALTIMOREMD21230PCANNUAL PROGRAM SUPPORT$1,500
MAPS AIR MUSEUM
2260 INTERNATIONAL PARKWAYNORTH CANTONOH44720PCANNUAL PROGRAM SUPPORT$500
NATIONAL MODEL RAILROAD ASSOC INC
PO BOX 1328SODDY DAISYTN37384PCANNUAL PROGRAM SUPPORT$500
NYCSHS
PO BOX 328SHADY SIDEMD20764PCFLIGHT OF THE CENTURY CAMPAIGN$1,000
OHIO PRESBYTERIAN RETIREMENT SERVICES FOUNDATION
1001 KINGSMILL PARKWAYCOLUMBUSOH43229PCANNUAL PROGRAM SUPPORT$1,000
ONE-IN-SIX FOUNDATION
106 SOUTH MAIN ST SUITE 1100AKRONOH44308PCANNUAL PROGRAM SUPPORT$500
PORTAGE COUNTRY CLUB TEAM SCHOLARSHIP FUND
240 N PORTAGE PATHAKRONOH44303PCSCHOLARSHIP FUND CONTRIBUTION$5006
PROJECT LEARN OF SUMMIT COUNTY
60 S HIGH STAKRONOH44326PCANNUAL PROGRAM SUPPORT$1,500
SALVATION ARMY SUMMIT COUNTY AREA SERVICES
PO BOX 1047AKRONOH44302PCCOVID-19 RELIEF$30,000
SHELBY COUNTY HISTORICAL SOCIETY
PO BOX 376SIDNEYOH45365PCANNUAL PROGRAM SUPPORT$10,000
SIGMA NU EDUCATIONAL FOUNDATION INC
9 NORTH LEWIS ST PO BOX 1869LEXINGTONVA24450PCANNUAL PROGRAM SUPPORT$500
SOUTH STREET MINISTRIES
130 W SOUTH STAKRONOH44311PCANNUAL PROGRAM SUPPORT$500
STAN HYWET HALL & GARDENS
714 NORTH PORTAGE PATHAKRONOH44303PCANNUAL PROGRAM SUPPORT$500
STEWART'S CARING PLACE
2955 WEST MARKET ST SUITE RAKRONOH44333PCANNUAL PROGRAM SUPPORT$500
SUMMIT COUNTY HISTORICAL SOCIETY
550 COPLEY RDAKRONOH44320PCANNUAL PROGRAM SUPPORT$500
THE CLEVELAND ORCHESTRA
11001 EUCLID AVECLEVELANDOH44106PCANNUAL PROGRAM SUPPORT$15,000
THE LUTHERAN CHURCH - MISSOURI SYNOD
PO BOX 66861ST LOUISMO63166PCGLOBAL MISSION FUND$1,500
TRULY REACHING YOU MINISTRIES
PO BOX 814AKRONOH44309PCANNUAL PROGRAM SUPPORT$500
UNITED WAY OF SUMMIT COUNTY
37 N HIGH STAKRONOH44308PCBOLD GOALS INITIATIVE$150,000
WESTERN RESERVE HISTORICAL SOCIETY
10825 EAST BLVDCLEVELANDOH44106PCANNUAL PROGRAM SUPPORT$650
WKSU KENT STATE UNIVERSITY
1613 E SUMMIT STKENTOH44242PCWKSU'S SPRING CHALLENGE FUND DRIVE$3,500
WKSU KENT STATE UNIVERSITY
PO BOX 5190KENTOH44242PCWKSU'S FALL FUND DRIVE$3,500
UNITED WAY OF SUMMIT COUNTY
37 N HIGH STAKRONOH44308PCCOVID-19 EMERGENCY FUND$25,000
AKRON COMMUNITY FOUNDATION
345 WEST CEDAR STAKRONOH44307PCCOMMUNITY RESPONSE FUND$5,000
CONCORDIA AT SUMNER
970 SUMNER PARKWAYCOPLEYOH44321PCGENERAL OPERATING FUND$1,000
PORTAGE PATH BEHAVIORAL HEALTH
340 SOUTH BROADWAYAKRONOH44308PCANNUAL PROGRAM SUPPORT$500
TURNING POINT MINISTRY
PO BOX 3838SAN DIEGOCA92163PCANNUAL PROGRAM SUPPORT$500
STAN HYWET HALL & GARDENS
714 NORTH PORTAGE PATHAKRONOH44303PCTHE FUND RECOVERY CAMPAIGN$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$319,900TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$37,638ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$30,151ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$67,789ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$67,789TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$2,700Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,700DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
Bond50,000 SHS - APPLE INC 2.25%BondNm
EOY Book Value$50,028EOYBookValueAmt
EOYFMV$50,028EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (14 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
19,346.672 SHS - FEDERATED TOTAL RETURN BOND FUND - R6$223,648$223,648
10,483.758 SHS - VANGUARD INTERMEDIATE TERM INVESTMENT GRADE FUND - ADMIRAL$109,765$109,765
8,516.620 SHS - CAMBIAR EDGEWOOD GROWTH FD ISTL CL$390,721$390,721
2,076.435 SHS - FEDERATED INSTITUTIONAL HIGH YIELD BOND FUND-R6$20,723$20,723
1,872.197 SHS - GOLDMAN SACHS INFLATION PROTECTED SECURITIES FUND$21,942$21,942
34,233.672 SHS - LORD ABBETT SHORT DURATION INCOME FUND - CLASS I$144,124$144,124
19,187.271 SHS - MFS LOW VOLATILITY EQUITY CL I$357,075$357,075
2,032.276 SHS - MFS GLOBAL REAL ESTATE FUND-R6$36,012$36,012
5,028.531 SHS - MORGAN STANLEY INTL ADVANTAGE CL I$136,022$136,022
1,062.967 SHS - AMERICAN FUNDS - NEW WORLD FUND-R6$93,445$93,445
3,855.364 SHS - T. ROWE PRICE GROWTH STOCK FUND$343,110$343,110
3,128.128 SHS - TOUCHSTONE MID CAP FUND INSTL$80,137$80,137
366.000 SHS - ISHARES CORE S&P SMALL-CAP ETF$33,635$33,635
1,805.305 SHS - STERLING CAPITAL EQUITY INCOME FUND - CLASS I$62,977$62,977

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOHIO FILING FEESDesc
Revenue And Expenses Per Books$200RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$200DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
UNREALIZED APPRECIATION - INVESTMENTS$310,166
RECOVERY OF QUALIFIED CONTRIBUTIONS$1,000

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT AND MANAGEMENT FEESCategoryTxt
Amt$11,107Amt
Net Investment Income$11,107NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES WITHHELD FROM DIVIDENDS$0$129$0
FEDERAL INCOME TAX$3,500$0$0

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