JOHNSON-KAZAR CHARITABLE FOUNDATIONINC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
JOHNSON-KAZAR CHARITABLE FOUNDATIONINC (EIN 20-8080274)
Tax period
2019-07-01 to 2020-06-30
Filed
2020-11-12
IRS object ID
202003179349101525
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-11-12T12:09:09-00:00ReturnTs
Tax Period End2020-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Select Fiduciary LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 420AddressLine1Txt
CityRootstownCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44272ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN208080274EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Johnson-Kazar Charitable Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJOHNBusinessNameControlTxt
Phone3302448590PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 528AddressLine1Txt
CityGreenCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44232ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMelissa JohnsonPersonNm
Person TitleDirectorPersonTitleTxt
Signature2020-11-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRobin L RiemenschneiderPreparerPersonNm
Phone3307770600PhoneNum
Preparation2020-11-06PreparationDt
Self EmployedYes (X)SelfEmployedInd

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address70.62.23.86IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-12IPDt
IP Tm16:12:35IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id467AC4CFA713D69E7FE884987135DA3EE451D121AtSubmissionCreationDeviceId
At Submission Filing Device Id467AC4CFA713D69E7FE884987135DA3EE451D121AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,926,258FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$56,397DividendsRevAndExpnssAmt
Dividends Net Invst Incm$56,397DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$47,831NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$194,974GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$47,831CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$104,228TotalRevAndExpnssAmt
Total Net Invst Incm$104,228TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$490AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$245AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$245AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$1,594TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$200OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$200OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,284TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$245TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$445TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$142,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$142,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$144,784TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$245TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$142,945TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$40,556ExcessRevenueOverExpensesAmt
Net Investment Income$103,983NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$10,693CashBOYAmt
Cash EOY$6,408CashEOYAmt
Cash EOYFMV$6,408CashEOYFMVAmt
Corporate Stock BOY$2,547,948CorporateStockBOYAmt
Corporate Stock EOY$2,557,370CorporateStockEOYAmt
Corporate Stock EOYFMV$2,914,237CorporateStockEOYFMVAmt
Corporate Bonds BOY$51,203CorporateBondsBOYAmt
Corporate Bonds EOY$5,510CorporateBondsEOYAmt
Corporate Bonds EOYFMV$5,613CorporateBondsEOYFMVAmt
Total Assets BOY$2,609,844TotalAssetsBOYAmt
Total Assets EOY$2,569,288TotalAssetsEOYAmt
Total Assets EOYFMV$2,926,258TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$2,609,844RetainedEarningBOYAmt
Retained Earning EOY$2,569,288RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,609,844TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,569,288TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,609,844TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,569,288TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,609,844TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$40,556ExcessRevenueOverExpensesAmt
Subtotal$2,569,288SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,569,288TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly Traded SecuritiesPropertyDesc
Gross Sales Price$140,500GrossSalesPriceAmt
Cost Or Other Basis$147,143CostOrOtherBasisAmt
Gain Or Loss-$6,643GainOrLossAmt
Gains Minus Excess Or Losses-$6,643GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$47,831CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$139,999AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,838,063NetVlNoncharitableAssetsYr1Amt
Distribution Yr1000000.049329DistributionYr1Rt
Adjusted Qlfy Distri Yr2$134,910AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,868,783NetVlNoncharitableAssetsYr2Amt
Distribution Yr2000000.047027DistributionYr2Rt
Adjusted Qlfy Distri Yr3$94,164AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,773,402NetVlNoncharitableAssetsYr3Amt
Distribution Yr3000000.053098DistributionYr3Rt
Adjusted Qlfy Distri Yr4$32,473AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$670,206NetVlNoncharitableAssetsYr4Amt
Distribution Yr4000000.048452DistributionYr4Rt
Adjusted Qlfy Distri Yr5$29,696AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$622,110NetVlNoncharitableAssetsYr5Amt
Distribution Yr5000000.047734DistributionYr5Rt
Total Distribution000000.245640TotalDistributionRt
Average Distribution000000.049128AverageDistributionRt
Net Vl Noncharitable Assets$2,902,746NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$142,606AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,040NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$143,646AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$142,945QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,080InvestmentIncomeExciseTaxAmt
Subtotal$2,080SubtotalAmt
Tax Based On Investment Income$2,080TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,500EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,500TotalPaymentsAndCreditsAmt
Original Return Tax Paid$1,500OriginalReturnTaxPaidAmt
Tax Due$580TaxDueAmt

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 SatisfiedYes (true)Section508eRqrSatisfiedInd
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 RqrfalseComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksRobert KazarIndividualWithBooksNm
Phone3302448590PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 528AddressLine1Txt
CityGreenCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44232ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

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
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Robert Kazar
PO Box 528GreenOH44232Director002.00$0
Melissa Johnson
PO Box 528GreenOH44232Director002.00$0
Michael Paschke
PO Box 528GreenOH44232Director001.00$0
David Rubens
PO Box 528GreenOH44232Director001.00$0
Julia Kazar
PO Box 528GreenOH44232Director001.00$0

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

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,929,997AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$16,953AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,946,950TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$2,946,950AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$44,204CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,902,746NetVlNoncharitableAssetsAmt
Minimum Investment Return$145,137MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$145,137MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,080TaxBasedOnInvestmentIncomeAmt
Total Tax$2,080TotalTaxAmt
Distributable Before Adj$143,057DistributableBeforeAdjAmt
Distributable Before Ded$143,057DistributableBeforeDedAmt
Distributable As Adjusted$143,057DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$142,945ExpensesAndContributionsAmt
Qualifying Distributions$142,945QualifyingDistributionsAmt
Adjusted Qualifying Distri$142,945AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$143,057DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3$317ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$1,024ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,341TotalExcessDistributionCyovAmt
Qualifying Distributions$142,945QualifyingDistributionsAmt
Applied To Current Year$142,945AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$112ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$112ExcessDistributionCyovAppCYAmt
Total Corpus$1,229TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$1,229ExcessDistriCyovToNextYrAmt
Excess From Year3$205ExcessFromYear3Amt
Excess From Year1$1,024ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerRobert KazarContributingManagerNm
Contributing ManagerMelissa JohnsonContributingManagerNm
Shareholder ManagerNoneShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (58 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Akron Area YMCA
50 S Main St Suite LL 100AkronOH44308PCUnrestricted$3,000
Akron Canton Regional Food Bank
350 Opportunity ParkwayAkronOH44307PCUnrestricted$5,000
Akron Canton Regional Food Bank
351 Opportunity ParkwayAkronOH44307PCCOVID Relief$2,500
Akron Community Foundation
346 West Cedar StAkronOH44307PCCOVID 19 Impact Fund$2,500
Akron Community Foundation
345 West Cedar StAkronOH44307PCUnrestricted$3,500
Akron Marathon Sustainability Fund (at ACF)
345 West Cedar StAkronOH44307PCUnrestricted$5,000
Akron Public Schools - Project RISE
10 N Main StAkronOH44308PCProject Rise$1,500
Akron Rotary Camp (at ACF)
345 West Cedar StAkronOH44307PCUnrestricted$2,500
Akron Symphony Orchestra
92 N Main StAkronOH44308PCUnrestricted$3,000
Akron Zoo Animal Fund for COVID Relief
500 Edgewood AveAkronOH44307PCCOVID Relief$1,000
Alzheimer's Association Greater East Ohio
70 W Streetsboro St Suite 201HudsonOH44236PCUnrestricted$500
American Cancer Society-PAN Ohio
PO Box 54869CincinnatiOH45254PCUnrestricted$1,000
Appalachian Trail Conservancy
799 Washington StHarpers FerryWV25425PCUnrestricted$1,000
ARC of Ohio
2717 S Arlington Ave Ste EAkronOH44312PCUnrestricted$500
Arizona Trail Association
PO Box 36736PhoenixAZ85067PCUnrestricted$1,500
Arts In Stark
900 Cleveland Ave NWCantonOH44702PCUnrestricted$7,500
Aultman Foundation
2600 Sixth St SWCantonOH44710PCUnrestricted$10,000
AZCF - COVID-19 Community Response Fund
2204 E Camelback Road Suite 405BPhoenixAZ85019PCUnrestricted$2,500
AZCF - DM Community Fund
2204 E Camelback Road Suite 405BPhoenixAZ85016PCUnrestricted$1,500
AZCF - DM Helping Hands Hardship Fund
2204 E Camelback Road Suite 405BPhoenixAZ85018PCUnrestricted$1,500
AZCF - DM Scholarship Fund
2204 E Camelback Road Suite 405BPhoenixAZ85017PCUnrestricted$1,500
Big Brothers Big Sisters
50 S Main St Suite LL 110AkronOH44308PCUnrestricted$1,500
Buckeye Trail Association
127 Main StShawneeOH43782PCUnrestricted$1,500
Canton Symphony Orchestra
2331 17th St NWCantonOH44708PCUnrestricted$1,000
Conservancy for CVNP
1403 W Hines Hill RdPeninsulaOH44264PCUnrestricted$2,500
Double H Ranch
97 Hidden Valley RdLake LuzerneNY12846PCUnrestricted$5,000
Firefighter Cancer Support Network
2600 W Olive Ave 5th Floor - PMB 60BurbankCA91505PCUnrestricted$1,000
First Tee of Canton
2525 25th Street NECantonOH44705PCUnrestricted$2,500
Foothills Community Foundation
34250 N 60th StScottsdaleAZ85266PCUnrestricted$2,500
Friends of Stark Parks
5300 Tyner St NWCantonOH44708PCUnrestricted$1,500
Friends of Tonto National Forest
4022 E Greenway Rd Suite 11PhoenixAZ85032PCUnrestricted$2,500
Gennesaret
PO Box 1253Cuyahoga FallsOH44223PCUnrestricted$4,000
Girls on the Run East Central Ohio
237 Tuscarawas Street W Suite BCantonOH44702PCUnrestricted$1,500
Girls on the Run of Northeast Ohio
8929 Brecksville RdBrecksvilleOH44141PCUnrestricted$1,500
Goodwill Industries
4510 Tuscararawas St WCantonOH44708PCUnrestricted$1,000
JRC (formerly JR Coleman)
1731 Grace Avenue NECantonOH44705PCUnrestricted$4,000
Massillon Area Greenways
135 Lake Ave NWMassillonOH44647PCUnrestricted$500
McDowell Sonoran Conservancy
7729 East Greenway Rd Suite 100ScottsdaleAZ85260PCUnrestricted$1,500
National Inventors Hall Of Fame
3701 Highland Park NWNorth CantonOH44720PCCamp Invention$2,500
North Canton Playhouse
525 Seventh St NENorth CantonOH44720PCUnrestricted$2,500
Ohio & Erie Canalway
47 W Exchange StAkronOH44308PCUnrestricted$1,500
Ohio CPA Foundation
4249 Easton Way Suite 150ColumbusOH43219PCUnrestricted$1,000
One of a Kind Pet Rescue
1929 W Market StAkronOH44313PCUnrestricted$1,500
Our Lady of the Elms
1220 W Market StAkronOH44313PCUnrestricted$1,000
Paul & David Carol YMCA of Jackson Township
7389 Caritas Circle NWMassillonOH44646PCIn Honor of Jean Campbell$1,500
Paul & David Carol YMCA of Jackson Township
7389 Caritas Circle NWMassillonOH44646PCUnrestricted$2,500
Planned Parenthood of Greater Ohio
444 W Exchange StAkronOH44302PCUnrestricted$5,000
Refuge of Hope Ministries
405 Third St NECantonOH44702PCUnrestricted$1,500
Stark Community Foundation
400 Market Avenue North Suite 200CantonOH44702PCThe Immediate Impact Alert Fund$2,500
Stark Community Foundation
400 Market Avenue North Suite 200CantonOH44702PCUnrestricted$2,500
Stark County Hunger Taskforce
408 9th St SWCantonOH44707PCUnrestricted$5,000
Stewart's Caring Place
2955 W Market St Suite RAkronOH44333PCUnrestricted$2,500
Summit County Metro Parks
975 Treaty Line RdAkronOH44313PCUnrestricted$1,500
United Disability Services
701 South Main StAkronOH44311PCUnrestricted$2,500
United Way of Summit County
37 N High StAkronOH44308PCUnrestricted$5,000
University of Akron
259 South Broadway StAkronOH44325PCUnrestricted$2,500
Valley of the Sun United Way
3200 E Camelback Rd 375PhoenixAZ85018PCUnrestricted$2,500
Youth with a Mission
PO Box 5417Chula VistaCA91910PCIn Honor of Ann Driver$1,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$142,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$56,397ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$47,830ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$104,227ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$104,227TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategorySelect FiduciaryCategoryTxt
Amt$490Amt
Net Investment Income$245NetInvestmentIncomeAmt
Disbursements Charitable Prps$245DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondT Rowe Price Short-Term Bond FundBondNm
EOY Book Value$5,510EOYBookValueAmt
EOYFMV$5,613EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
T Rowe Price Balanced Fund$56,851$67,422
T Rowe Price Blue Chip Growth Fund$35,729$107,490
T Rowe Price Capital Appreciation$718,704$817,338
T Rowe Price Equity Income Fund$61,921$58,692
T Rowe Price European Stock$52,518$54,694
T Rowe Price Extended Equity Market Index$64,233$70,552
T Rowe Price Personal Strategy Growth$1,463,559$1,618,599
T Rowe Price Personal Strategy Income$49,825$62,723
T Rowe Price Spectrum Income Fund$54,030$56,727

Legal Fees Schedule LegalFeesSchedule

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOhio State Filing FeeDesc
Revenue And Expenses Per Books$200RevenueAndExpensesPerBooksAmt
Disbursements Charitable Prps$200DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
Federal Excise Tax$94
Federal Excise Tax Estimated Payments$1,500

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