MFG FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- MFG FOUNDATION (EIN 34-1787987)
- Tax period
- 2019-09-01 to 2020-08-31
- Filed
- 2021-06-25
- IRS object ID
- 202121769349100012
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-06-25T11:42:53-05:00 | ReturnTs |
| Tax Period End | 2020-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 364267431 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PEASE & ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1422 EUCLID AVE SUITE 400 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44115 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341787987 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MFG FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | CO | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MFGF | BusinessNameControlTxt |
| Phone | 4409945204 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2925 MFG PLACE | AddressLine1Txt |
| City | ASHTABULA | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 440050675 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD MORRISON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4409945204 | PhoneNum |
| Signature | 2021-01-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER A BARNES | PreparerPersonNm |
| PTIN | P00736171 | PTIN |
| Phone | 2163489600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,511,414 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $138,954 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $138,954 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$39,260 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $399,409 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $99,694 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $138,954 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $31,043 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $31,043 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $327 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $31,370 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $31,043 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $200,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $200,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $231,370 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $31,043 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $200,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$131,676 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $107,911 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $150,160 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $35,461 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $35,461 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,138,856 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,475,953 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,475,953 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,289,016 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,511,414 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,511,414 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $212,061 | CapitalStockBOYAmt |
| Capital Stock EOY | $212,061 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $4,076,955 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,299,353 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,289,016 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,511,414 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,289,016 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,511,414 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,289,016 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$131,676 | ExcessRevenueOverExpensesAmt |
| Other Increases | $354,074 | OtherIncreasesAmt |
| Subtotal | $4,511,414 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,511,414 | 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 | $399,409 | GrossSalesPriceAmt |
| Cost Or Other Basis | $438,669 | CostOrOtherBasisAmt |
| Gain Or Loss | -$39,260 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$39,260 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$39,260 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $60,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,202,365 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.014278 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $73,421 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,859,170 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.039491 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $75,707 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,706,301 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.044369 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $35,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,597,879 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.022217 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $89,892 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,793,698 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050115 | DistributionYr5Rt |
| Total Distribution | 0.170470 | TotalDistributionRt |
| Average Distribution | 0.034094 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,306,159 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $146,814 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,079 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $147,893 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $200,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,079 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,079 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,079 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,196 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,196 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,117 | OverpaymentAmt |
| Applied To ES Tax | $2,117 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | SUSAN KEASLING | IndividualWithBooksNm |
| Phone | 4409945204 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2925 MFG PLACE | AddressLine1Txt |
| City | ASHTABULA | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 440049445 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| RICHARD MORRISON | ||||||||
| 2925 MFG PLACE | ASHTABULA | OH | 44004 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| LOUISE M RAFFA | ||||||||
| 3823 EDGEWATER DRIVE | ASHTABULA | OH | 44004 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| NANCY S WARNER | ||||||||
| 1830 ELM DRIVE | ASHTABULA | OH | 44004 | TRUSTEE & PRESIDENT | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,182,668 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $189,067 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,371,735 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,371,735 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $65,576 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,306,159 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $215,308 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $215,308 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,079 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,079 | TotalTaxAmt |
| Distributable Before Adj | $214,229 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $214,229 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $214,229 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $200,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $200,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,079 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $198,921 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $214,229 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $192,181 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $200,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $192,181 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,819 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | 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 | $206,410 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RICHARD MORRISON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient RelationshipRecipientRelationshipTxt |
|---|---|---|---|---|---|---|---|
| ABERDEEN FIRE AND RESCUE | |||||||
| 121 SE SECOND AVENUE | ABERDEEN | SD | 57401 | GOV | TO SUPPORT THE ORGANIZATION'S MISSION OF PROTECTING AND ENHANCING THE QUALIFY OF LIFE IN ABERDEEN THROUGH A COMPREHENSIVE PROGRAM OF SERVICES DIRECTED TOWARD PUBLIC EDUCATION, PREVENTION, AND CONTROL IN AREAS OF FIRE, RESCUE, MEDICAL EMERGENCIES, HAZARDOUS MATERIALS INCIDENTS, AND DISASTERS. | $4,000 | |
| ALLIANCE FOR WORKING TOGETHER FOUNDATION | |||||||
| PO BOX 123 | MENTOR | OH | 44061 | PC | TO SUPPORT THE ORGANIZATION'S MISSION OF PROMOTING THE DEVELOPMENT OF REWARDING CAREERS IN MANUFACTURING FOR THE LONG-TERM SUCCESS AND GROWTH OF THE MANUFACTURING COMMUNITY. | $8,000 | |
| ASHTABULA COUNTY AIRPORT | |||||||
| 2382 AIRPORT RD | JEFFERSON | OH | 44047 | GOV | TO PROVIDE SUPPORT FOR THE AIRPORT. | $60,000 | |
| ASHTABULA COUNTY ANIMAL PROTECTIVE LEAGUE | |||||||
| 5970 GREEN ROAD | ASHTABULA | OH | 44004 | PC | TO PROVIDE SUPPORT FOR THE ORGANIZATION'S MISSION OF OPERATING AN ANIMAL SHELTER, EDUCATING THE PUBLIC, AND PREVENTING CRUELTY TO ANIMALS. | $4,000 | |
| ASHTABULA COUNTY CHILDREN'S TRUST FUND | |||||||
| 3914 C CT | ASHTABULA | OH | 44004 | GOV | TO PROVIDE SUPPORT FOR THE SERVICES PROVIDED BY THE AGENCY. | $5,000 | |
| ASHTABULA COUNTY COMMUNITY ACTION AGENCY | |||||||
| 6920 AUSTINBURG ROAD | ASHTABULA | OH | 44005 | PC | TO PROVIDE SUPPORT FOR THE ORGANIZATION'S MISSION OF PROVIDING SOCIAL SERVICES FOR LOW INCOME FAMILIES. | $10,000 | |
| CITY OF OPP | |||||||
| 101 NORTH MAIN STREET | OPP | AL | 36467 | GOV | TO SUPPORT THE CITY'S OPERATIONS. | $4,000 | |
| COUNTY NEIGHBORHOOD PROGRAM | |||||||
| 39 S MAPLE STREET | ORWELL | OH | 44076 | PC | TO SUPPORT THE FOOD PANTRY'S MISSION. | $10,000 | |
| FELLOWSHIP OF CHRISTIAN ATHLETES | |||||||
| 8701 LEEDS ROAD | KANSAS CITY | MO | 64129 | PC | TO SUPPORT THE ORGANIZATION'S MISSION OF PROVIDING CHRISTIAN MINISTRY TO ATHLETES AND COACHES. | $5,000 | |
| FRATERNAL ORDER OF POLICE #26 | |||||||
| PO BOX 91 | ASHTABULA | OH | 44004 | PC | TO PROVIDE SUPPORT FOR THE ORGANIZATION'S MISSION. | $6,000 | |
| HEALTHNETWORK FOUNDATION | |||||||
| 33 RIVER STREET | CHAGRIN FALLS | OH | 44022 | PC | TO PROVIDE SUPPORT TO IMPROVE MEDICINE FOR THE COMMUNITY. | $10,000 | |
| KENT STATE UNIVERSITY - ASHTABULA CAMPUS | |||||||
| 3300 LAKE ROAD WEST | ASHTABULA | OH | 44004 | PC | TO PROVIDE SUPPORT FOR THE UNIVERSITY'S MISSION. | $50,000 | |
| LIGHTHOUSE HARVEST FOUNDATION | |||||||
| 2710 STATE ROAD | ASHTABULA | OH | 44004 | PC | TO FUND THE PURCHASE OF FLATBED CARTS AND HAND TRUCKS. | $5,000 | N/A |
| MEADVILLE FAMILY YMCA | |||||||
| 356 CHESTNUT STREET | MEADVILLE | PA | 16335 | PC | TO SUPPORT THE ORGANIZATION'S MISSION OF BRINGING FAMILIES CLOSER TOGETHER, ENCOURAGING GOOD HEALTH, AND FOSTERING CONNECTIONS THROUGH FITNESS, SPORTS, FUN, AND SHARED INTEREST. | $5,000 | |
| SAMARITAN HOUSE | |||||||
| 4125 STATION AVENUE | ASHTABULA | OH | 44004 | PC | THE GRANTEE IS A SOCIAL SERVICES ORGANIZATION. | $5,000 | |
| SAVING OUR STRAYS | |||||||
| 3455 LAKE ROAD | CONNEAUT | OH | 44030 | PC | TO SUPPORT THE ORGANIZATION'S MISSION OF RESCUING STRAY CATS AND RUNNING A SPAY/NEUTER PROGRAM FOR THE PUBLIC. | $4,000 | |
| UNION CITY PRIDE | |||||||
| 13 SOUTH MAIN STREET | UNION CITY | PA | 16438 | PC | TO SUPPORT THE ORGANIZATION'S MISSION OF RESTORING PRIDE IN AND CELEBRATING THE HERITAGE OF THE UNION CITY COMMUNITY WITH AN HISTORIC BACKGROUND OF BEING A GATHERING PLACE LOCATED AT A CROSSROADS OF WATER, RAIL, AND LAND ROUTES. | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $200,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $138,954 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$39,260 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $99,694 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $99,694 | 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 |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | OHIO DOES NOT REQUIRE A COMPLETE COPY OF THE FORM 990-PF TO BE FILED. | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SECURITIES - UBS 14023 | $3,771,789 | $3,771,789 |
| SECURITIES - UBS 21768 | $704,164 | $704,164 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON SECURITIES | Desc |
| Amt | $354,074 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $31,043 | Amt |
| Net Investment Income | $31,043 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES WITHHELD | CategoryTxt |
| Amt | $327 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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