ROBERT C AND SUSAN M SAVAGE FAMILY FOUNDATION: Form 990PF, tax year 2019
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- Organization
- ROBERT C AND SUSAN M SAVAGE FAMILY FOUNDATION (EIN 31-1488119)
- Tax period
- 2019-12-01 to 2020-11-30
- Filed
- 2021-10-13
- IRS object ID
- 202142869349100024
- Schema version
- 2019v5.2
- 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
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-10-13T13:08:06-05:00 | ReturnTs |
| Tax Period End | 2020-11-30 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311488119 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT C AND SUSAN M SAVAGE | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 4195356633 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2949 KENWOOD BLVD | AddressLine1Txt |
| City | TOLEDO | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43606 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHELLE BISSELL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4195356633 | PhoneNum |
| Signature | 2021-10-13 | SignatureDt |
| 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 | $4,343,876 | 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 | $30,806 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $30,806 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $68,383 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $335,398 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $68,383 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $99,189 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $99,189 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $11,606 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,606 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $11,606 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,092 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,092 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $2,092 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,698 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,698 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $13,698 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $177,448 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $177,448 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $191,146 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,698 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $191,146 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$91,957 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $85,491 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $105,919 | CashBOYAmt |
| Cash EOY | $64,404 | CashEOYAmt |
| Cash EOYFMV | $64,404 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,822,520 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,670,246 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,279,472 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,928,439 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,734,650 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,343,876 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,928,439 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,734,650 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,928,439 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,734,650 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,928,439 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,734,650 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,928,439 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$91,957 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,836,482 | SubtotalAmt |
| Other Decreases | $101,832 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,734,650 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (46 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| FWPEO II GP, LLLC | P | 2017-09-30 | 2020-06-29 | $3,000 | $1,839 | $1,161 | $1,161 |
| FWPEO II GP, LLLC | P | 2012-05-23 | 2020-09-29 | $750 | $92 | $658 | $658 |
| FORT WASH PRIV EQ INV. VII LP | P | 2012-06-14 | 2020-10-27 | $18,333 | $10,740 | $7,593 | $7,593 |
| MERCK & CO INC | P | 2019-01-01 | 2020-01-22 | $34 | $34 | $34 | |
| FWPEO III GP LLC | P | 2017-08-10 | 2020-03-31 | $13,841 | $13,841 | $0 | $0 |
| FWPEO III GP LLC | P | 2018-06-30 | 2020-03-31 | $7,008 | $7,008 | $0 | $0 |
| FWPEO III GP LLC | P | 2017-03-31 | 2020-03-31 | $7,151 | $7,151 | $0 | $0 |
| FWPEI V GP LLC | P | 2011-01-12 | 2020-06-30 | $2,500 | $280 | $2,220 | $2,220 |
| FWPEI V GP LLC | P | 2011-01-12 | 2020-08-25 | $3,125 | $350 | $2,775 | $2,775 |
| FWPEI V GP LLC | P | 2011-01-12 | 2020-09-29 | $1,250 | $124 | $1,126 | $1,126 |
| FWPEO II GP, LLLC | P | 2012-05-23 | 2020-05-22 | $10,500 | $1,289 | $9,211 | $9,211 |
| APPLE INC | P | 2013-02-13 | 2020-01-06 | $29,894 | $6,672 | $23,222 | $23,222 |
| BOOKING HOLDINGS INC | P | 2015-03-30 | 2020-10-27 | $84,645 | $57,619 | $27,026 | $27,026 |
| FIRST AMER PRIME OBLIG FUND CL Y | P | 2018-04-02 | 2020-06-09 | $4,789 | $4,788 | $1 | $1 |
| GENERAL ELECTRIC CO | P | 2014-03-11 | 2020-08-10 | $13,329 | $52,029 | -$38,700 | -$38,700 |
| GENERAL ELECTRIC CO | P | 2014-11-17 | 2020-08-10 | $9,996 | $39,971 | -$29,975 | -$29,975 |
| FWPEI VII | P | 2018-01-01 | 2019-12-31 | $18,849 | $18,849 | $18,849 | |
| FW PEI VIII | P | 2018-01-01 | 2019-12-31 | $13,817 | $13,817 | $13,817 | |
| FW OPP III | P | 2018-01-01 | 2019-12-31 | $38,823 | $38,823 | $38,823 | |
| FW PEIX | P | 2018-01-01 | 2019-12-31 | $1,317 | $1,317 | $1,317 | |
| FW PEIV | P | 2018-01-01 | 2019-12-31 | $8,046 | $8,046 | $8,046 | |
| FW OPP II | P | 2018-01-01 | 2019-12-31 | $18,837 | -$18,837 | -$18,837 | |
| FIRST AMER PRIME OBLIG FUND CL Y | P | 2019-09-20 | 2020-06-09 | $8,254 | $8,252 | $2 | $2 |
| FIRST AMER PRIME OBLIG FUND CL Y | P | 2019-11-29 | 2020-06-09 | $2 | $2 | $0 | $0 |
| FIRST AMER PRIME OBLIG FUND CL Y | P | 2019-12-02 | 2020-06-09 | $315 | $315 | $0 | $0 |
| FIRST AMER PRIME OBLIG FUND CL Y | P | 2019-12-12 | 2020-06-09 | $102 | $102 | $0 | $0 |
| FIRST AMER PRIME OBLIG FUND CL Y | P | 2019-12-30 | 2020-06-09 | $7,814 | $7,813 | $1 | $1 |
| FIRST AMER PRIME OBLIG FUND CL Y | P | 2020-01-08 | 2020-06-09 | $6,621 | $6,619 | $2 | $2 |
| FIRST AMER PRIME OBLIG FUND CL Y | P | 2020-02-13 | 2020-06-09 | $1,617 | $1,617 | $0 | $0 |
| FIRST AMER PRIME OBLIG FUND CL Y | P | 2020-02-14 | 2020-06-09 | $395 | $395 | $0 | $0 |
| FIRST AMER PRIME OBLIG FUND CL Y | P | 2020-02-21 | 2020-06-09 | $2 | $2 | $0 | $0 |
| FIRST AMER PRIME OBLIG FUND CL Y | P | 2020-03-02 | 2020-06-09 | $330 | $330 | $0 | $0 |
| FIRST AMER PRIME OBLIG FUND CL Y | P | 2020-03-10 | 2020-06-09 | $760 | $760 | $0 | $0 |
| FIRST AMER PRIME OBLIG FUND CL Y | P | 2020-03-12 | 2020-06-09 | $102 | $102 | $0 | $0 |
| FIRST AMER PRIME OBLIG FUND CL Y | P | 2020-03-30 | 2020-09-06 | $313 | $313 | $0 | $0 |
| FIRST AMER PRIME OBLIG FUND CL Y | P | 2020-03-31 | 2020-06-09 | $13,861 | $13,850 | $11 | $11 |
| FIRST AMER PRIME OBLIG FUND CL Y | P | 2020-04-02 | 2020-06-09 | $22 | $22 | $0 | $0 |
| FIRST AMER PRIME OBLIG FUND CL Y | P | 2020-04-14 | 2020-06-09 | $1,210 | $1,210 | $0 | $0 |
| FIRST AMER PRIME OBLIG FUND CL Y | P | 2020-04-23 | 2020-06-09 | $696 | $696 | $0 | $0 |
| FIRST AMER PRIME OBLIG FUND CL Y | P | 2020-04-27 | 2020-06-09 | $10 | $10 | $0 | $0 |
| FIRST AMER PRIME OBLIG FUND CL Y | P | 2020-04-30 | 2020-06-09 | $360 | $360 | $0 | $0 |
| FIRST AMER PRIME OBLIG FUND CL Y | P | 2020-05-04 | 2020-06-09 | $9 | $9 | $0 | $0 |
| FIRST AMER PRIME OBLIG FUND CL Y | P | 2020-05-14 | 2020-06-09 | $854 | $854 | $0 | $0 |
| FIRST AMER PRIME OBLIG FUND CL Y | P | 2020-05-15 | 2020-06-09 | $420 | $420 | $0 | $0 |
| FIRST AMER PRIME OBLIG FUND CL Y | P | 2020-06-01 | 2020-06-09 | $330 | $330 | $0 | $0 |
| FIRST AMER PRIME OBLIG FUND CL Y | P | 2020-06-02 | 2020-06-09 | $2 | $2 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $68,383 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $16 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $182,419 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,487,739 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052303 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $193,171 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,740,658 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051641 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $152,619 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,467,846 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.044010 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $141,141 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,026,528 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046635 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $131,770 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,908,343 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045308 | DistributionYr5Rt |
| Total Distribution | 0.239897 | TotalDistributionRt |
| Average Distribution | 0.047979 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,706,268 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $177,823 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $855 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $178,678 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $191,146 | 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 | $855 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $855 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $855 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $929 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $929 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $21 | EsPenaltyAmt |
| Overpayment | $53 | OverpaymentAmt |
| Applied To ES Tax | $53 | 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 |
| Form990 PF Filed With Atty Gen | Yes (1) | 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 | ROBERT SAVAGE | IndividualWithBooksNm |
| Phone | 4195356633 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2949 KENWOOD BLVD | AddressLine1Txt |
| City | TOLEDO | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43606 | 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT SAVAGE | ||||||||
| 2949 KENWOOD BLVD | TOLEDO | OH | 43606 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| SUSAN SAVAGE | ||||||||
| 2949 KENWOOD BLVD | TOLEDO | OH | 43606 | SECRETARY | 1.00 | $0 | $0 | $0 |
| MICHELLE BISSELL | ||||||||
| 2709 MIDDLESEX DR | TOLEDO | OH | 43606 | TRUSTEE | 1.00 | $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 | $3,701,384 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $61,325 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,762,709 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,762,709 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $56,441 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,706,268 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $185,313 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $185,313 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $855 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $855 | TotalTaxAmt |
| Distributable Before Adj | $184,458 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $184,458 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $184,458 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $191,146 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $191,146 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $855 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $190,291 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $184,458 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $23,335 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $23,335 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $191,146 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $184,458 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,688 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $30,023 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $30,023 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $23,335 | ExcessFromYear1Amt |
| Excess From Current Year | $6,688 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ROBERT SAVAGE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2949 KENWOOD BLVD | AddressLine1Txt |
| City | TOLEDO | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4195356633 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN BY MAIL | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (74 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| ADIRONDACK FOUNDATION | |||||
| 304 BEAR CUB LANE | LAKE PLACID | NY | 12946 | GENERAL USE | $10,000 |
| AMERICAN RED CROSS | |||||
| PO BOX 2604 | FORT WAYNE | IN | 46801 | GENERAL USE | $500 |
| ANNUAL CATHOLIC APPEAL | |||||
| PO BOX 917 | TOLEDO | OH | 43697 | GENERAL USE | $7,500 |
| BEACH HOUSE INC | |||||
| 915 N ERIE ST | TOLEDO | OH | 43604 | GENERAL USE | $100 |
| BGSU FOUNDATION | |||||
| MILETI ALUMNI CENTER ALUMNI DRIVE | BOWLING GREEN | OH | 43403 | GENERAL USE | $3,000 |
| BISHOP WATTERSON HIGH SCHOOL | |||||
| 99 EAST COOKIE ROAD | COLUMBUS | OH | 43214 | GENERAL USE | $2,500 |
| BLACK SWAMP CONSERVANCY | |||||
| PO BOX 332 | PERRYSBURG | OH | 43552 | GENERAL USE | $250 |
| BOSTON COLLEGE | |||||
| 140 COMMONWEALTH AVE | BOSTON | MA | 02467 | GENERAL USE | $500 |
| BOYS AND GIRLS CLUBS OF TOLEDO | |||||
| 2250 NORTH DETROIT AVENUE | TOLEDO | OH | 43606 | GENERAL USE | $1,000 |
| CATHOLIC CHARITIES DIOCESE OF TOLEDO | |||||
| 1933 SPIELBUSCH AVE | TOLEDO | OH | 43604 | GENERAL USE | $4,500 |
| CENTRAL CATHOLIC HIGH SCHOOL | |||||
| 2550 CHERRY ST | TOLEDO | OH | 43608 | GENERAL USE | $1,000 |
| CENTRAL CITY MINISTRY OF TOLEDO | |||||
| 1933 SPIELBUSCH AVE | TOLEDO | OH | 43604 | GENERAL USE | $2,500 |
| CHARITY WATER | |||||
| 40 WORTH ST RM 829 | NEW YORK | NY | 10013 | GENERAL USE | $30 |
| CHERRY STREET MISSION MINISTRIES | |||||
| 105 17TH STREET | TOLEDO | OH | 43604 | GENERAL USE | $2,600 |
| CHRIST CHILD SOCIETY OF TOLEDO | |||||
| PO BOX 352254 | TOLEDO | OH | 43631 | GENERAL USE | $2,750 |
| CLEVELAND CLINIC | |||||
| 9500 EUCLID AVE | CLEVELAND | OH | 44195 | GENERAL USE | $200 |
| CYO ATHLETICS | |||||
| 1933 SPIELBUSCH AVE | TOLEDO | OH | 43604 | GENERAL USE | $750 |
| DIOCESE OF TOLEDO | |||||
| 1933 SPIELBUSCH AVE | TOLEDO | OH | 43604 | GENERAL USE | $250 |
| FORT MEIGS ASSOCIATION | |||||
| PO BOX 3 | PERRYSBURG | OH | 43552 | GENERAL USE | $500 |
| FOUNDATION FOR LIFE | |||||
| 5726 SOUTHWYCK BLVD STE 120 | TOLEDO | OH | 43614 | GENERAL USE | $100 |
| GAMA FOUNDATION | |||||
| PO BOX 758942 | BALTIMORE | MD | 21275 | GENERAL USE | $5,000 |
| GESU CHURCH | |||||
| 2049 PARKSIDE BLVD | TOLEDO | OH | 43607 | GENERAL USE | $23,770 |
| GETTING BACK UP | |||||
| 2720 HORSESHOE BLVD | WESTLAKE | OH | 44145 | GENERAL USE | $1,000 |
| GREATER TOLEDO COMMUNITY FOUNDATION | |||||
| 300 MADISON AVE STE 1300 | TOLEDO | OH | 43604 | GENERAL USE | $16,000 |
| HEARTBEAT OF TOLEDO | |||||
| 4041 WEST SYLVANIA AVE STE LL4 | TOLEDO | OH | 43623 | GENERAL USE | $500 |
| HOSPICE OF NORTHWEST OHIO | |||||
| 30000 EAST RIVER ROAD | PERRYSBURG | OH | 43551 | GENERAL USE | $500 |
| HOWARD UNIVERSITY SCHOOL OF NURSING | |||||
| 2400 6TH STREET NW | WASHINGTON | DC | 20059 | GENERAL USE | $1,000 |
| IMAGINATION STATION | |||||
| 1 DISCOVERY WAY | TOLEDO | OH | 43604 | GENERAL USE | $350 |
| ISLAMIC FOOD BANK OF TOLEDO | |||||
| 25877 SCHEIDER RD | PERRYSBURG | OH | 43551 | GENERAL USE | $103 |
| KIND | |||||
| 1201 L STREET 2ND FLOOR | WASHINGTON | DC | 20005 | GENERAL USE | $300 |
| LEUKEMIA AND LYMPHOMA SOCIETY | |||||
| PO BOX 772392 | DETROIT | MI | 48277 | GENERAL USE | $500 |
| LIBRARY LEGACY FOUNDATION | |||||
| 325 MICHIGAN STREET | TOLEDO | OH | 43604 | GENERAL USE | $1,500 |
| MAZZA MUSEUM | |||||
| 1000 N MAIN ST | FINDLAY | OH | 45840 | GENERAL USE | $1,000 |
| MERCY HEALTH FOUNDATION | |||||
| 2213 CHERRY STREET SUITE 307 | TOLEDO | OH | 43608 | GENERAL USE | $800 |
| METROPARKS TOLEDO FOUNDATION | |||||
| 5100 CENTRAL AVENUE STE A | TOLEDO | OH | 43617 | GENERAL USE | $500 |
| MOBILE MEALS OF TOLEDO | |||||
| 2200 JEFFERSON AVE | TOLEDO | OH | 43604 | GENERAL USE | $250 |
| MOM'S HOUSE | |||||
| 2505 FRANKLIN AVENUE | TOLEDO | OH | 43610 | GENERAL USE | $1,000 |
| MULTIPLE SCLEROSIS SOCIETY | |||||
| 041 TOMAHAWK DR | MAUMEE | OH | 43537 | GENERAL USE | $250 |
| MUSTARD SEED EDUCATIONAL FOUNDATION | |||||
| 104 NORTH SUMMIT STREET NO 100 | TOLEDO | OH | 43604 | GENERAL USE | $1,000 |
| NATIONAL CHRIST CHILD SOCIETY | |||||
| 6110 EXECUTIVE BLVD STE 504 | ROCKVILLE | MD | 20852 | GENERAL USE | $200 |
| NATIONAL MUSEUM OF THE GREAT LAKES | |||||
| 1701 FRONT STREET | TOLEDO | OH | 43605 | GENERAL USE | $200 |
| NORTHWEST OHIO SCHOLARSHIP FUND | |||||
| 5800 MONROE STREET STE F5 | SYLVANIA | OH | 43560 | GENERAL USE | $15,000 |
| NOTRE DAME ACADEMY | |||||
| 3535 WEST SYLVANIA AVENUE | TOLEDO | OH | 43623 | GENERAL USE | $3,025 |
| OLD NEWSBOYS GOODFELLOW ASSOCIATION | |||||
| PO BOX 2032 | TOLEDO | OH | 43604 | GENERAL USE | $500 |
| OPHEART | |||||
| 3653 GRIGGS ROAD | HOUSTON | TX | 77021 | GENERAL USE | $200 |
| PARTNERS IN HEALTH | |||||
| PO BOX 996 | FREDERICK | MD | 21705 | GENERAL USE | $1,000 |
| PRESS CLUB OF TOLEDO | |||||
| 2200 JEFFERSON AVE | TOLEDO | OH | 43604 | GENERAL USE | $50 |
| PROMEDICA FOUNDATION | |||||
| 4345 SECOR ROAD STE B | TOLEDO | OH | 43623 | GENERAL USE | $3,000 |
| READ FOR LITERACY | |||||
| 325 MICHIGAN STREET | TOLEDO | OH | 43604 | GENERAL USE | $1,500 |
| SARA'S GARDEN | |||||
| 620 W LEGGETT ST | WAUSEON | OH | 43567 | GENERAL USE | $1,000 |
| SAUDER VILLAGE | |||||
| PO BOX 235 | ARCHBOLD | OH | 43502 | GENERAL USE | $250 |
| SAVAGE FOUNDATION | |||||
| 655 BEAVER CREEK CIR | MAUMEE | OH | 43537 | GENERAL USE | $2,000 |
| SCHEDEL ARBORETUM & GARDENS | |||||
| 19255 WEST PORTAGE RIVER SOUTH ROAD | ELMORE | OH | 43416 | GENERAL USE | $300 |
| SISTERS OF THE VISITATION | |||||
| 1745 PARKSIDE BLVD | TOLEDO | OH | 43607 | GENERAL USE | $1,000 |
| ST FRANCIS DE SALES SCHOOL | |||||
| 2323 WEST BANCROFT STREET | TOLEDO | OH | 43607 | GENERAL USE | $1,700 |
| ST PATRICK OF HEATHERDOWNS | |||||
| 4201 HEATHERDOWNS BLVD | TOLEDO | OH | 43614 | GENERAL USE | $1,700 |
| ST VINCENT DE PAUL SOCIETY | |||||
| 2049 PARKSIDE BLVD | TOLEDO | OH | 43607 | GENERAL USE | $200 |
| ST VINCENT MERCY MEDICAL FOUNDATION | |||||
| 2213 CHERRY STREET SUITE 307 | TOLEDO | OH | 43608 | GENERAL USE | $2,000 |
| SUNSHINE COMMUNITIES | |||||
| 7223 MAUMEE WESTERN ROAD | MAUMEE | OH | 43537 | GENERAL USE | $1,000 |
| THE ARTS COMMISSION | |||||
| 1838 PARKWOOD AVENUE STE 120 | TOLEDO | OH | 43604 | GENERAL USE | $500 |
| THE ASPEN INSTITUTE | |||||
| 845 MEADOWS RD | ASPEN | CO | 81611 | GENERAL USE | $2,500 |
| THE OSU FOUNDATION | |||||
| PO BOX 710811 | COLUMBUS | OH | 43171 | GENERAL USE | $200 |
| TOLEDO GROWS | |||||
| 900 ONEIDA ST | TOLEDO | OH | 43608 | GENERAL USE | $500 |
| TOLEDO MUSEUM OF ART | |||||
| 2445 MONROE STREET | TOLEDO | OH | 43620 | GENERAL USE | $16,600 |
| TOLEDO OPERA | |||||
| 425 JEFFERSON AVENUE STE 601 | TOLEDO | OH | 43604 | GENERAL USE | $5,000 |
| TOLEDO SCHOOL FOR THE ARTS | |||||
| 333 14TH STREET | TOLEDO | OH | 43604 | GENERAL USE | $5,000 |
| TOLEDO ZOO | |||||
| PO BOX 140130 | TOLEDO | OH | 43614 | GENERAL USE | $300 |
| TOLEDO LUCAS COUNTY CARENET | |||||
| 3231 CENTRAL PARK WEST DRIVE 200 | TOLEDO | OH | 43617 | GENERAL USE | $1,000 |
| TRULY TOLEDO | |||||
| 5800 MONROE STREET STE F5 | SYLVANIA | OH | 43560 | GENERAL USE | $200 |
| UNITED WAY | |||||
| 424 JACKSON STREET | TOLEDO | OH | 43604 | GENERAL USE | $1,300 |
| UT FOUNDATION | |||||
| 4510 DORR STREET | TOLEDO | OH | 43615 | GENERAL USE | $9,970 |
| VALENTINE THEATRE | |||||
| 410 ADAMS STREET | TOLEDO | OH | 43604 | GENERAL USE | $1,500 |
| WGTE | |||||
| 1270 SOUTH DETROIT AVENUE PO BOX 30 | TOLEDO | OH | 43614 | GENERAL USE | $700 |
| ZAK TRUST | |||||
| 1855 ALBON ROAD | HOLLAND | OH | 43614 | GENERAL USE | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $177,448 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $30,806 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $68,383 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $99,189 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $99,189 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCKS | StockNm |
| EOY Book Value | $1,670,246 | EOYBookValueAmt |
| EOYFMV | $4,279,472 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENTS/INVESTMENTS | Desc |
| Amt | $101,832 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT, BANK, MANAGEMENT AND CUSTODIAN FEES | CategoryTxt |
| Amt | $11,606 | Amt |
| Net Investment Income | $11,606 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $11,606 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MISCELLANEOUS TAXES | CategoryTxt |
| Amt | $2,092 | Amt |
| Net Investment Income | $2,092 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,092 | DisbursementsCharitablePrpsAmt |
Comments