JOHNSON-KAZAR CHARITABLE FOUNDATIONINC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- JOHNSON-KAZAR CHARITABLE FOUNDATIONINC (EIN 20-8080274)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2019-11-14
- IRS object ID
- 201903189349100240
- Schema version
- 2018v3.1
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-14T09:50:16-00:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Select Fiduciary LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 420 | AddressLine1Txt |
| City | Rootstown | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44272 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208080274 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Johnson-Kazar Charitable Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 3302448590 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 528 | AddressLine1Txt |
| City | Green | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44232 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Melissa Johnson | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Signature | 2019-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Robin L Riemenschneider | PreparerPersonNm |
| Phone | 3307770600 | PhoneNum |
| Preparation | 2019-11-12 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 70.62.23.86 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-14 | IPDt |
| IP Tm | 14:48:37 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 467AC4CFA713D69E7FE884987135DA3EE451D121 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 467AC4CFA713D69E7FE884987135DA3EE451D121 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,959,228 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $57,343 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $57,343 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $89,295 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $372,802 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $89,295 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $146,638 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $146,638 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $525 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $262 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $263 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,430 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $200 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $200 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,155 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $262 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $463 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $141,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $141,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $144,155 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $262 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $141,463 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,483 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $146,376 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $9,848 | CashBOYAmt |
| Cash EOY | $10,693 | CashEOYAmt |
| Cash EOYFMV | $10,693 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,499,124 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,547,948 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,897,223 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $98,389 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $51,203 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $51,312 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,607,361 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,609,844 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,959,228 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $2,607,361 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,609,844 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,607,361 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,609,844 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,607,361 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,609,844 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,607,361 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,483 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,609,844 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,609,844 | 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 | $262,743 | GrossSalesPriceAmt |
| Cost Or Other Basis | $283,507 | CostOrOtherBasisAmt |
| Gain Or Loss | -$20,764 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$20,764 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $89,295 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $134,910 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,868,783 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 000.047027 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $94,164 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,773,402 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 000.053098 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $32,473 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $670,206 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 000.048452 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $29,696 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $622,110 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 000.047734 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $20,887 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $532,479 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 000.039226 | DistributionYr5Rt |
| Total Distribution | 000.235537 | TotalDistributionRt |
| Average Distribution | 000.047107 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,838,063 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $133,693 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,464 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $135,157 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $141,463 | 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 | $1,464 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,464 | SubtotalAmt |
| Tax Based On Investment Income | $1,464 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,370 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,370 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $1,370 | OriginalReturnTaxPaidAmt |
| Tax Due | $94 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | Robert Kazar | IndividualWithBooksNm |
| Phone | 3302448590 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 528 | AddressLine1Txt |
| City | Green | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44232 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Robert Kazar | ||||||
| PO Box 528 | Green | OH | 44232 | Director | 002.00 | $0 |
| Melissa Johnson | ||||||
| PO Box 528 | Green | OH | 44232 | Director | 002.00 | $0 |
| Michael Paschke | ||||||
| PO Box 528 | Green | OH | 44232 | Director | 001.00 | $0 |
| David Rubens | ||||||
| PO Box 528 | Green | OH | 44232 | Director | 001.00 | $0 |
| Julia Kazar | ||||||
| PO Box 528 | Green | OH | 44232 | Director | 001.00 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,868,357 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $12,925 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,881,282 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,881,282 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $43,219 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,838,063 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $141,903 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $141,903 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,464 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,464 | TotalTaxAmt |
| Distributable Before Adj | $140,439 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $140,439 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $140,439 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $141,463 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $141,463 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,464 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $139,999 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $140,439 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $317 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $317 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $141,463 | QualifyingDistributionsAmt |
| Applied To Current Year | $140,439 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,024 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,341 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,341 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $317 | ExcessFromYear2Amt |
| Excess From Current Year | $1,024 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Robert Kazar | ContributingManagerNm |
| Contributing Manager | Melissa Johnson | ContributingManagerNm |
| Shareholder Manager | None | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (58 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Akron Area YMCA | ||||||
| 50 S Main St Suite LL 100 | Akron | OH | 44308 | PC | Unrestricted | $3,000 |
| Akron Canton Regional Food Bank | ||||||
| 350 Opportunity Parkway | Akron | OH | 44307 | PC | Unrestricted | $5,000 |
| Akron Community Foundation | ||||||
| 345 West Cedar St | Akron | OH | 44307 | PC | Unrestricted | $2,000 |
| Akron Marathon Sustainability Fund (at ACF) | ||||||
| 345 West Cedar St | Akron | OH | 44307 | PC | Unrestricted | $5,000 |
| Akron Public Schools - Project RISE | ||||||
| 10 N Main St | Akron | OH | 44308 | PC | Unrestricted | $1,500 |
| Akron Rotary Camp (at ACF) | ||||||
| 345 West Cedar St | Akron | OH | 44307 | PC | Unrestricted | $2,500 |
| Akron Symphony Orchestra | ||||||
| 92 N Main St | Akron | OH | 44308 | PC | Unrestricted | $3,000 |
| American Cancer Society-PAN Ohio | ||||||
| PO Box 54869 | Cincinnati | OH | 45254 | PC | Unrestricted | $1,000 |
| American Cancer Society-Relay for Life | ||||||
| 3500 Embassy Parkway Suite 150 | Fairlawn | OH | 44333 | PC | Unrestricted | $1,500 |
| Appalachian Trail Conservancy | ||||||
| 799 Washington St | Harpers Ferry | WV | 25425 | PC | Unrestricted | $1,000 |
| Arizona Community Foundation | ||||||
| 2201 E Camelback Road Suite 405B | Phoenix | AZ | 85016 | PC | Unrestricted | $2,500 |
| Arizona Trail Association | ||||||
| PO Box 36736 | Phoenix | AZ | 85067 | PC | Unrestricted | $1,500 |
| Arts In Stark | ||||||
| 900 Cleveland Ave NW | Canton | OH | 44702 | PC | Unrestricted | $7,500 |
| Big Brothers Big Sisters | ||||||
| 50 S Main St Suite LL 110 | Akron | OH | 44308 | PC | Unrestricted | $1,500 |
| Bryant University | ||||||
| 1150 Douglas Pike | Smithfield | RI | 02917 | PC | Unrestricted | $1,500 |
| Buckeye Trail Association | ||||||
| 127 Main St | Shawnee | OH | 43782 | PC | Unrestricted | $1,500 |
| CARE | ||||||
| PO Box 3740 | Carefree | AZ | 85377 | PC | Unrestricted | $1,000 |
| Canton Symphony Orchestra | ||||||
| 2331 17th St NW | Canton | OH | 44708 | PC | Unrestricted | $1,000 |
| Conservancy for CVNP | ||||||
| 1403 W Hines Hill Rd | Peninsula | OH | 44264 | PC | Unrestricted | $1,000 |
| Conservancy for CVNP | ||||||
| 1403 W Hines Hill Rd | Peninsula | OH | 44264 | PC | Unrestricted | $500 |
| Dollywood Foundation | ||||||
| 111 Dollywood Lane | Pigeon Forge | TN | 37863 | PC | Unrestricted | $2,500 |
| Double H Ranch | ||||||
| 97 Hidden Valley Rd | Lake Luzerne | NY | 12846 | PC | Unrestricted | $5,000 |
| First Place - AZ | ||||||
| 717 E Maryland Ave Suite 110 | Phoenix | AZ | 85014 | PC | Unrestricted | $5,000 |
| First Tee of Canton | ||||||
| 2525 25th Street NE | Canton | OH | 44705 | PC | Unrestricted | $2,500 |
| Foothills Community Foundation | ||||||
| 34250 N 60th St | Scottsdale | AZ | 85266 | PC | Unrestricted | $2,500 |
| Friends of Stark Parks | ||||||
| 5300 Tyner St NW | Canton | OH | 44708 | PC | Unrestricted | $1,500 |
| Friends of Tonto National Forest | ||||||
| 4022 E Greenway Rd Suite 11 | Phoenix | AZ | 85032 | PC | Unrestricted | $2,500 |
| Gennesaret | ||||||
| PO Box 1253 | Cuyahoga Falls | OH | 44223 | PC | Unrestricted | $4,000 |
| Girl Scouts of NE Ohio | ||||||
| One Girl Scout Way | Macedonia | OH | 44056 | PC | Unrestricted | $2,500 |
| Girls on the Run East Central Ohio | ||||||
| 237 Tuscarawas Street W Suite B | Canton | OH | 44702 | PC | Unrestricted | $1,500 |
| Girls on the Run of Northeast Ohio | ||||||
| 8929 Brecksville Rd | Brecksville | OH | 44141 | PC | Unrestricted | $1,500 |
| Goodwill Industries | ||||||
| 4510 Tuscararawas St W | Canton | OH | 44708 | PC | Unrestricted | $1,000 |
| Green Good Neighbors | ||||||
| 2161 Greensburg Rd | Green | OH | 44232 | PC | Unrestricted | $1,000 |
| JRC (formerly JR Coleman) | ||||||
| 1731 Grace Avenue NE | Canton | OH | 44705 | PC | Unrestricted | $2,500 |
| Massillon Area Greenways | ||||||
| 135 Lake Ave NW | Massillon | OH | 44647 | PC | Unrestricted | $500 |
| McDowell Sonoran Conservancy | ||||||
| 7729 East Greenway Rd Suite 100 | Scottsdale | AZ | 85260 | PC | Unrestricted | $1,500 |
| National Inventors Hall Of Fame | ||||||
| 3701 Highland Park NW | North Canton | OH | 44720 | PC | Unrestricted | $2,500 |
| North Canton Playhouse | ||||||
| 525 Seventh St NE | North Canton | OH | 44720 | PC | Unrestricted | $1,000 |
| Ohio & Erie Canalway | ||||||
| 47 W Exchange St | Akron | OH | 44308 | PC | Unrestricted | $1,500 |
| Ohio CPA Foundation | ||||||
| 4249 Easton Way Suite 150 | Columbus | OH | 43219 | PC | Unrestricted | $1,000 |
| Ohio CPA Foundation (Memory of Mardis) | ||||||
| 4249 Easton Way Suite 150 | Columbus | OH | 43219 | PC | Unrestricted | $1,000 |
| One of a Kind Pet Rescue | ||||||
| 1929 W Market St | Akron | OH | 44313 | PC | Unrestricted | $1,500 |
| Our Lady of the Elms | ||||||
| 1220 W Market St | Akron | OH | 44313 | PC | Unrestricted | $1,000 |
| Pan Mass Challenge | ||||||
| 77 4th Ave | Needham | MA | 02494 | PC | Unrestricted | $500 |
| Paul & David Carol YMCA of Jackson Township | ||||||
| 7389 Caritas Circle NW | Massillon | OH | 44646 | PC | Unrestricted | $2,500 |
| Planned Parenthood of Greater Ohio | ||||||
| 444 W Exchange St | Akron | OH | 44302 | PC | Unrestricted | $5,000 |
| Red Cross - Canton | ||||||
| 408 9th St SW | Canton | OH | 44707 | PC | Unrestricted | $1,000 |
| Refuge of Hope Ministries | ||||||
| 405 Third St NE | Canton | OH | 44702 | PC | Unrestricted | $1,500 |
| Stark Community Foundation | ||||||
| 400 Market Avenue North Suite 200 | Canton | OH | 44702 | PC | Unrestricted | $5,000 |
| Stark County Hunger Taskforce | ||||||
| 408 9th St SW | Canton | OH | 44707 | PC | Unrestricted | $5,000 |
| Stewart's Caring Place | ||||||
| 2955 W Market St Suite R | Akron | OH | 44333 | PC | Unrestricted | $2,500 |
| Summit County CASA | ||||||
| 650 Dan St | Akron | OH | 44310 | PC | Unrestricted | $2,500 |
| Summit County Metro Parks | ||||||
| 975 Treaty Line Rd | Akron | OH | 44313 | PC | Unrestricted | $1,500 |
| United Disability Services | ||||||
| 701 South Main St | Akron | OH | 44311 | PC | Unrestricted | $2,500 |
| United Way of Summit County | ||||||
| 37 N High St | Akron | OH | 44308 | PC | Unrestricted | $12,000 |
| University of Akron | ||||||
| 259 South Broadway St | Akron | OH | 44325 | PC | Unrestricted | $2,500 |
| Valley of the Sun United Way | ||||||
| 3200 E Camelback Rd 375 | Phoenix | AZ | 85018 | PC | Unrestricted | $2,500 |
| Volunteers of America Greater Ohio | ||||||
| 8225 Brecksville Rd Suite 206 | Cleveland | OH | 44141 | PC | Unrestricted | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $141,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $57,343 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $89,295 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $146,638 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $146,638 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Select Fiduciary | CategoryTxt |
| Amt | $525 | Amt |
| Net Investment Income | $262 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $263 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | T Rowe Price Short-Term Bond Fund | BondNm |
| EOY Book Value | $51,203 | EOYBookValueAmt |
| EOYFMV | $51,312 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| T Rowe Price Balanced Fund | $54,735 | $64,304 |
| T Rowe Price Blue Chip Growth Fund | $35,380 | $90,047 |
| T Rowe Price Capital Appreciation | $673,764 | $769,159 |
| T Rowe Price Equity Income Fund | $56,816 | $66,078 |
| T Rowe Price European Stock | $51,596 | $54,593 |
| T Rowe Price Extended Equity Market Index | $60,925 | $70,035 |
| T Rowe Price International Growth Income | $50,425 | $48,637 |
| T Rowe Price Personal Strategy Growth | $1,423,041 | $1,568,822 |
| T Rowe Price Personal Strategy Income | $47,864 | $60,559 |
| T Rowe Price Real Estate Fund | $41,450 | $48,976 |
| T Rowe Price Spectrum Income Fund | $51,952 | $56,013 |
Legal Fees Schedule LegalFeesSchedule
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Ohio State Filing Fee | Desc |
| Revenue And Expenses Per Books | $200 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $200 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| Federal Excise Tax | $1,060 |
| Federal Excise Tax Estimated Payments | $1,370 |
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