FURP.ORG / PUBLIC DATA EXPLORER

SANDRA L AND DENNIS B HASLINGER FAMILY FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
SANDRA L AND DENNIS B HASLINGER FAMILY FOUNDATION INC (EIN 34-1848698)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-10
IRS object ID
202133149349101143
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)
Return2021-11-10T08:48:38-08:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SEIKEL & COMPANY INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1686 W MARKET STREETAddressLine1Txt
CityAKRONCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44303ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN341848698EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SANDRA L AND DENNIS B HASLINGER FAMILY FOUNDATION INC CO SANDRA HASLINGERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSANDBusinessNameControlTxt
Phone3307611040PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12524 IRA ROADAddressLine1Txt
CityAkronCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44333ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSANDRA HASLINGERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3307611040PhoneNum
Signature2021-05-12SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSANDRAPersonFirstNm
Person LastHASLINGERPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLEWIS A SEIKEL IIIPreparerPersonNm
PTINP01592121PTIN
Phone3307611040PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
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$6,555,831FMVAssetsEOYAmt
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
Interest On Sav Rev And Expnss$119,683InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$119,683InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$119,683DividendsRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$162,926OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$162,926OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$402,292TotalRevAndExpnssAmt
Total Net Invst Incm$282,609TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$0LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$13,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$13,500AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$0OtherProfFeesRevAndExpnssAmt
Taxes Rev And Expnss$859TaxesRevAndExpnssAmt
Taxes Net Invst Incm$859TaxesNetInvstIncmAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$14,605OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$14,605OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$28,964TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$28,964TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$315,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$315,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$343,964TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$28,964TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$315,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$58,328ExcessRevenueOverExpensesAmt
Net Investment Income$253,645NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$3,637CashBOYAmt
Cash EOY$70,031CashEOYAmt
Cash EOYFMV$70,031CashEOYFMVAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
Prepaid Expenses BOY$20,887PrepaidExpensesBOYAmt
Prepaid Expenses EOY$20,887PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$20,887PrepaidExpensesEOYFMVAmt
Land Bldg Investments EOY$0LandBldgInvestmentsEOYAmt
Other Investments BOY$6,104,499OtherInvestmentsBOYAmt
Other Investments EOY$6,464,913OtherInvestmentsEOYAmt
Other Investments EOYFMV$6,464,913OtherInvestmentsEOYFMVAmt
Land EOY$0LandEOYAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$6,129,023TotalAssetsBOYAmt
Total Assets EOY$6,555,831TotalAssetsEOYAmt
Total Assets EOYFMV$6,555,831TotalAssetsEOYFMVAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$6,129,023NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$6,555,831NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$6,129,023TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$6,555,831TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$6,129,023TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$6,555,831TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$6,129,023TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$58,328ExcessRevenueOverExpensesAmt
Other Increases$368,480OtherIncreasesAmt
Subtotal$6,555,831SubtotalAmt
Tot Net Ast Or Fund Balances EOY$6,555,831TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,526InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,526SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,526TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,031EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$2,031TotalPaymentsAndCreditsAmt
Original Return Tax Paid$2,031OriginalReturnTaxPaidAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$23EsPenaltyAmt
Tax Due$1,518TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateOHOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressLSEIKEL@SEIKEL.COMWebsiteAddressTxt
Individual With BooksSEIKEL COMPANY INCIndividualWithBooksNm
Phone3307611040PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1686 W MARKET STREETAddressLine1Txt
CityAKRONCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44303ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionYes (true)ForeignAccountsQuestionInd
Foreign CountryCJForeignCountryCd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SANDRA L HASLINGER
2524 IRA RDAKRONOH44333PRESIDENT0.00$0$0$0
DOUGLAS HASLINGER
776 N HAMETOWN RDAKRONOH44333SECRETARY/ TRUSTEE0.00$0$0$0
JENNIFER S HASLINGER
3150 OAK HILL ROADPENNINSULAOH44264TREASURER/ TRUSTEE0.00$0$0$0
MYRIAM EVE HASLINGER
776 N HAMNETOWN RDAKRONOH44333TRUSTEE0.00$0$0$0
KIMBERLY M HASLINGER
141 W 74TH STREET APT BNew YorkNY10023TRUSTEE0.00$0$0$0
MELISSA A HASLINGER
4214 HIGH STREETRICHFIELDOH44286TRUSTEE0.00$0$0$0
BENJAMIN G HASLINGER
65 SEARLES RDGROTONNY13073TRUSTEE0.00$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

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$6,250,000AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$100,000AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,350,000TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$6,350,000AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$95,250CashDeemedCharitableAmt
Net Vl Noncharitable Assets$6,254,750NetVlNoncharitableAssetsAmt
Minimum Investment Return$312,738MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$312,738MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,526TaxBasedOnInvestmentIncomeAmt
Total Tax$3,526TotalTaxAmt
Distributable Before Adj$309,212DistributableBeforeAdjAmt
Distributable Before Ded$309,212DistributableBeforeDedAmt
Distributable As Adjusted$309,212DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$315,000ExpensesAndContributionsAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$315,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$315,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$309,212DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Excess Distribution Cyov Yr5$304,997ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$314,049ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$314,424ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$305,445ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,238,915TotalExcessDistributionCyovAmt
Qualifying Distributions$315,000QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$309,212AppliedToCurrentYearAmt
Remaining Distri From Corpus$5,788RemainingDistriFromCorpusAmt
Total Corpus$1,244,703TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$304,997ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$939,706ExcessDistriCyovToNextYrAmt
Excess From Year4$314,049ExcessFromYear4Amt
Excess From Year3$314,424ExcessFromYear3Amt
Excess From Year2$305,445ExcessFromYear2Amt
Excess From Year1$0ExcessFromYear1Amt
Excess From Current Year$5,788ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSANDRA L HASLINGERContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonSANDRA L HASLINGER CO SEIKEL COMPANRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1686 W MARKET STREETAddressLine1Txt
CityAKRONCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44303ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3307611040RecipientPhoneNum
Form And Info And MaterialsApplicants should send a letter that includes a detailed description of the project and the amount requested.FormAndInfoAndMaterialsTxt
Submission DeadlinesAUGUST 1SubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AKRON ART MUSEUM
70 EAST MARKET STREETAKRONOH44308509(A)(1)FBO SCHOOL TOURPROGRAM$20,000
AKRON-CANTON REGIONAL FOODBANK
350 OPPORTUNITY PARKWAYAKRONOH44307509(A)(1)FBO CAPITAL CAMPAIGN AND/OROPERATING ENDOWMENT FUND$42,500
AKRON CHILDREN'S HOSPITAL FOUNDATIONPALLIATIVE CARE UNIT
ONE PERKINS SQUAREAKRONOH44308509(A)(1)HASLINGER PEDIACTRICPALLIATIVE CARE CENTERENDOWED CHAIR FUND$11,000
BOYS & GIRLS CLUBS OF THE WESTERN RESERVE
889 JONATHAN AVEAKRONOH44306509(A)(1)PROGRAMMING ATArlington Club Operations$25,000
ITHACA CHILDREN'S GARDEN
615 WILLOW AVEITHACANY14850509(A)(1)PHASE ONE OFGARDEN DEVELOPMENT$30,000
LA ESCUELITA
302 W 91 STREETNEW YORKNY10024509(A)(1)FUND SCHOOLSCHOLARSHIPS$10,000
ONE OF A KIND PETS
1699 WEST MARKET STREETAKRONOH44313509(A)(1)BACK CLINICEXPENSES$13,000
OHIO FOUNDATION OF INDEPENDENT COLLEGES
250 E BROAD STREET SUITE 170COLUMBUSOH432153722509(A)(1)SCHOLARSHIP FUNDFBO AKRON AREASTUDENTS$25,000
SUMMA HEALING ART PROGRAM
141 N FORGE STAKRONOH44304501(C)(3)HEALING ART PROGRAM FUND$5,000
WESTERN RESERVE LAND CONSERVANCY
PO BOX 314NOVELTYOH44072509(A)(1)OPERATION OFAKRON FIELDOFFICE$20,000
OLD TRAIL SCHOOL
2315 Ira RdAKRONOH44333501(C)(3)PRFESSIONAL DEV FUND/PLEDGE FOR SPEAKER SERIES$9,000
ACCESS
AKRON OHIOAKRONOH44308501(C)(3)FOCUS ON THE FUTURE PROGRAM$12,500
HAPPY TRAILS FARM ANIMAL SANCTUARY
5623 New Milford RdRAVENNAOH44266501(C)(3)VET EXPENSES AND MEDICAL CARE FOR ABUSED ANIMALS$6,500
HATTIE LARLHAM
9772 Diagonal RoadMantuaOH44255501(C)(3)FARM MARKET ADN GROCERY PROGRAMAT THE FOOD HUB$15,000
COUNTRYSIDE CONSERVANCY
4965 QUICK RDPENINSULAOH44264501(C)(3)FARM UTILITY PROJECT$0
PAY IT FORWARD FOR PETS
2136 YELLOWCREEK RDAKRONOH44333501(C)(3)FUNDING FOR PROGRAMS AT SUMMIT COUNTY ANIMAL CONTROL$19,500
CONSERVANCY FOR CUYAHOGA VALLEY NATIONAL PARK
1403 WEST HINES HILL ROADPENINSULAOH44264501(C)(3)SCHOLARSHIPS$5,000
HASLINGER FAMILY PEDIATRIC PALLIATIVE CARE
215 W BOWERY ST STE 6200AKRONOH44308509(A)1STAFF SUPPORT (IN REPLACE OF RETREAT)$10,000
SUMMA FOUNDATION
141 N FORGE STAKRONOH44304501(C)3PURCHASE, INSTALLATION, & CONSERVATION OF PORTRAIT FOR HEALING ARTS PROGRAM$2,500
GRANDPARENTS AGAINST SEX PREDITORS
233 QUAKER SQUAREAKRONOH44308509(A)1GENERAL PROGRAMS$6,000
SPRING GARDEN WALDORF SCHOOL
1791 JACOBY RDCOPLEYOH44321509(A)1CHROMEBOOKS & WIFI FOR FAMILIES IN NEED$2,500
(no name)
$0
LETS GROW AKRON
467 HARVEY AVEAKRONOH44314501(C) (3)GENERAL OPERATING EXPENSES$0
(no name)
$0
TREVOR DAY SCHOOL
11 EAST 89TH STNEW YORKNY10128509(A)(1)TUITION ASSISTANCE$15,000
(no name)
$0
FORMAN SCHOOL
12 NORFOLK RDLITCHFIELDCT06759501(C)(3)TUITION ASSISTANCE PROGRAM$10,000
MAIN STR WADSWORTH
102 MAIN ST SUITE 20WADSWORTHOH44281501(C)(3)OUTDOOR MURAL PROJECT$0
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$315,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$119,683ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$16,040ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$25,397ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$161,120ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$161,120TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number4LineNumberTxt
Relationship StatementInvestment income of assetsRelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemWells Fargo xxxx-3711CategoryOrItemTxt
Book Value$6,464,913BookValueAmt
EOYFMV$6,464,913EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
INVESTMENT FEES$14,405$14,405
OHIO CHARITABLE FEE$200$200

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
CAPITAL GAINS DISTRIBUTIONS$146,885$146,885
INTEREST FROM US TREASURY$0$0
INVESTMENT RECOVERY INCOME$16,041$16,041
TAX REFUNDS$0$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINSDesc
Amt$368,480Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAX EXPCategoryTxt
Amt$859Amt
Net Investment Income$859NetInvestmentIncomeAmt