OSTEOPATHIC HERITAGE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- OSTEOPATHIC HERITAGE FOUNDATION (EIN 31-6056252)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-10
- IRS object ID
- 202533149349102818
- Schema version
- 2024v5.2
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-10T15:03:21-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 314419361 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN GERLACH & COMPANY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 LAKE SHORE DR STE 220 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 316056252 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OSTEOPATHIC HERITAGE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OSTE | BusinessNameControlTxt |
| Phone | 6147374370 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6785 BOBCAT WAY SUITE 200 | AddressLine1Txt |
| City | DUBLIN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 430161443 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TERRI DONLIN HUESMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6147374370 | PhoneNum |
| Signature | 2025-10-28 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JON YERIAN CPA | PreparerPersonNm |
| PTIN | P00575540 | PTIN |
| Phone | 6142242164 | PhoneNum |
| Preparation | 2025-10-28 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $301,882,541 | 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 | $8,216,955 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,216,955 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,771,521 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $48,829,438 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,771,521 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $85,134 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $19,073,610 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $18,988,476 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $446,945 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $4,469 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $442,476 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $798,233 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $798,233 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $276,371 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $921 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $275,450 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $67,366 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $67,366 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $211,798 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $105,899 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $105,899 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,003,111 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $826,907 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $176,204 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $275,954 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $27,977 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $69,642 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $32,497 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $82,403 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $297 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $82,106 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $87,212 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $5,434 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $81,778 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $14,471 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $14,471 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $221,316 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15,815 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $205,501 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,517,677 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $987,719 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,319,126 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,458,821 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $12,554,505 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,976,498 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $987,719 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $14,873,631 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $9,097,112 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $18,000,757 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $214,672 | CashBOYAmt |
| Cash EOY | $195,433 | CashEOYAmt |
| Cash EOYFMV | $195,433 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $8,654,035 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,446,681 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,446,681 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $356,922 | AcctRcvblAmt |
| Acct Rcvbl BOY | $385,542 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $356,922 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $356,922 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $58,409 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $58,193 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $58,193 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $58,108,692 | CorporateStockBOYAmt |
| Corporate Stock EOY | $66,741,451 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $66,741,451 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $68,786,100 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $75,193,977 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $75,193,977 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $139,435,416 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $150,234,980 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $150,234,980 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $183,057 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $127,326 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $74,126 | LandBOYAmt |
| Land EOY | $55,731 | LandEOYAmt |
| Land EOYFMV | $55,731 | LandEOYFMVAmt |
| Other Assets BOY | $605,880 | OtherAssetsBOYAmt |
| Other Assets EOY | $599,173 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $599,173 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $276,322,872 | TotalAssetsBOYAmt |
| Total Assets EOY | $301,882,541 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $301,882,541 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $974,831 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,018,038 | AccountsPayableEOYAmt |
| Grants Payable BOY | $15,634,523 | GrantsPayableBOYAmt |
| Grants Payable EOY | $9,713,839 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $448,738 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $198,812 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $17,058,092 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,930,689 | 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 | $259,264,780 | RetainedEarningBOYAmt |
| Retained Earning EOY | $290,951,852 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $259,264,780 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $290,951,852 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $276,322,872 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $301,882,541 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $259,264,780 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $9,097,112 | ExcessRevenueOverExpensesAmt |
| Other Increases | $23,875,690 | OtherIncreasesAmt |
| Subtotal | $292,237,582 | SubtotalAmt |
| Other Decreases | $1,285,730 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $290,951,852 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| GRANITE SMALL GROWTH REVENUE | $4,738,541 | $3,782,179 | $956,362 | $956,362 | |
| LONDON CO REVENUES | $2,360,499 | $1,716,549 | $643,950 | $643,950 | |
| BRANDYWINE LARGE CAP REV | $20,405,701 | $18,031,302 | $2,374,399 | $2,374,399 | |
| LONDON CO SMALL CAP | $2,915,149 | $2,194,199 | $720,950 | $720,950 | |
| PNC INHOUSE | $14,650,000 | $12,333,688 | $2,316,312 | $2,316,312 | |
| K-1 ACADIAN GLOBAL | $148,189 | $148,189 | $148,189 | P | |
| K-1 ACADIAN GLOBAL | $786,858 | $786,858 | $786,858 | P | |
| CAPITAL GAINS DIVIDENDS | $2,824,501 | $2,824,501 | $2,824,501 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,771,521 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $250,211 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $250,211 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $250,211 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $183,587 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $140,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $323,587 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $73,376 | OverpaymentAmt |
| Applied To ES Tax | $73,376 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 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 | WWW.OSTEOPATHICHERITAGE.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TERRI DONLIN HUESMAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6147374370 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6785 BOBCAT WAY SUITE 200 | AddressLine1Txt |
| City | DUBLIN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 430161443 | 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 (18 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 A PALMA DO | ||||||||
| 6785 BOBCAT WAY SUITE 200 | DUBLIN | OH | 430161443 | BOARD CHAIRMAN | 1.00 | $0 | $0 | $0 |
| MR STEVEN E COX | ||||||||
| 6785 BOBCAT WAY SUITE 200 | DUBLIN | OH | 430161443 | VICE CHAIR | 1.00 | $0 | $0 | $0 |
| MR RONALD G LINVILLE | ||||||||
| 6785 BOBCAT WAY SUITE 200 | DUBLIN | OH | 430161443 | TREASURER | 1.00 | $0 | $0 | $0 |
| REBECCA DEVILLERS DO | ||||||||
| 6785 BOBCAT WAY SUITE 200 | DUBLIN | OH | 430161443 | SECRETARY | 1.00 | $0 | $0 | $0 |
| THOMAS M ANDERSON DO | ||||||||
| 6785 BOBCAT WAY SUITE 200 | DUBLIN | OH | 430161443 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| THOMAS E BAKER DO | ||||||||
| 6785 BOBCAT WAY SUITE 200 | DUBLIN | OH | 430161443 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MS JANE W CUNNINGHAM | ||||||||
| 6785 BOBCAT WAY SUITE 200 | DUBLIN | OH | 430161443 | DIRECTOR (TO 07/24) | 1.00 | $0 | $0 | $0 |
| GEORGE O FAERBER DO | ||||||||
| 6785 BOBCAT WAY SUITE 200 | DUBLIN | OH | 430161443 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| PAIGE S GUTHEIL DO | ||||||||
| 6785 BOBCAT WAY SUITE 200 | DUBLIN | OH | 430161443 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JEFFREY D HUTCHISON DO | ||||||||
| 6785 BOBCAT WAY SUITE 200 | DUBLIN | OH | 430161443 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MS CHARLENE L KOPCHICK | ||||||||
| 6785 BOBCAT WAY SUITE 200 | DUBLIN | OH | 430161443 | DIRECTOR (FROM 07/24) | 1.00 | $0 | $0 | $0 |
| DANA M KROMER DO | ||||||||
| 6785 BOBCAT WAY SUITE 200 | DUBLIN | OH | 430161443 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MR ROBERT C OVERS | ||||||||
| 6785 BOBCAT WAY SUITE 200 | DUBLIN | OH | 430161443 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| EDWARD W SCHRECK DO | ||||||||
| 6785 BOBCAT WAY SUITE 200 | DUBLIN | OH | 430161443 | DIRECTOR (FROM 07/24) | 1.00 | $0 | $0 | $0 |
| MR MARK R SECKINGER | ||||||||
| 6785 BOBCAT WAY SUITE 200 | DUBLIN | OH | 430161443 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MR RICHARD A VINCENT | ||||||||
| 6785 BOBCAT WAY SUITE 200 | DUBLIN | OH | 430161443 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| HENRY L WEHRUM DO | ||||||||
| 6785 BOBCAT WAY SUITE 200 | DUBLIN | OH | 430161443 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MS TERRI DONLIN HUESMAN | ||||||||
| 6785 BOBCAT WAY SUITE 200 | DUBLIN | OH | 430161443 | PRESIDENT/CEO | 40.00 | $443,319 | $77,685 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| SUSAN BEAUDRY | ||||||||
| 6785 BOBCAT WAY SUITE 200 | DUBLIN | OH | 430161443 | VICE PRESIDENT | 40.00 | $307,859 | $87,850 | $0 |
| MEGAN WANCZYK | ||||||||
| 6785 BOBCAT WAY SUITE 200 | DUBLIN | OH | 430161443 | DIRECTOR OF PROGRAMS | 40.00 | $149,815 | $41,094 | $0 |
| CHERYL GRAFFAGNINO | ||||||||
| 6785 BOBCAT WAY SUITE 200 | DUBLIN | OH | 430161443 | PROGRAM OFFICER | 40.00 | $124,623 | $47,882 | $0 |
| MYKEN PULLINS | ||||||||
| 6785 BOBCAT WAY SUITE 200 | DUBLIN | OH | 430161443 | PROGRAM OFFICER | 40.00 | $105,348 | $31,377 | $0 |
| CYNDI ABDON | ||||||||
| 6785 BOBCAT WAY SUITE 200 | DUBLIN | OH | 430161443 | OPERATIONS OFFICER | 40.00 | $94,839 | $35,295 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HIGHLAND CONSULTING ASSOCIATES | |||||
| 159 CROCKER PARK BLVD | CLEVELAND | OH | 44145 | INVESTMENT MANAGEMENT FEES | $293,381 |
| LONDON CO | |||||
| 1800 BAYBERRY COURT STE 301 | RICHMOND | VA | 23226 | INVESTMENT MANAGEMENT FEES | $246,181 |
| JOHN GERLACH & COMPANY LLC | |||||
| 1500 LAKE SHORE DR STE 220 | COLUMBUS | OH | 43204 | ACCOUNTING | $192,931 |
| BRANDYWINE GLOBAL INVESTMENT MANAGEMENT | |||||
| 1735 MARKET ST STE 1800 | PHILADELPHIA | PA | 19103 | INVESTMENT MANAGEMENT FEES | $85,566 |
| BAKER & HOSTETLER LLP | |||||
| PO BOX 70189 | CLEVELAND | OH | 44190 | LEGAL | $75,873 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 3 | 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 | $287,210,334 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,761,763 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $294,972,097 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $294,972,097 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,424,581 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $290,547,516 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $14,527,376 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $14,527,376 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $250,211 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $250,211 | TotalTaxAmt |
| Distributable Before Adj | $14,277,165 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $14,277,165 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $14,277,165 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $14,848,658 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $14,848,658 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $14,277,165 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $419,980 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $419,980 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $14,848,658 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $14,277,165 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $571,493 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $991,473 | 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 | $991,473 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $419,980 | ExcessFromYear1Amt |
| Excess From Current Year | $571,493 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (64 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADAMH BOARD OF FRANKLIN COUNTY | |||||||
| 447 E BROAD ST | COLUMBUS | OH | 43215 | NONE | GOV | TO EXPAND ACCESS TO BEHAVIORAL HEALTH SERVICES IN THE COMMUNITY THROUGH DEVELOPMENT OF THE FRANKLIN COUNTY MENTAL HEALTH AND ADDICTION CRISIS CENTER | $1,250,000 |
| ALVIS INC | |||||||
| 2100 STELLA COURT | COLUMBUS | OH | 43215 | NONE | PC | TO SUPPORT THE DECADE OF WORK FOR THE FAMILY AND CHILDRENS PROGRAM TO RESTORE DIGNITY, REUNITE FAMILIES, REDUCE RECIDIVISM AND TRANSFORM LIVES AFFECTED BY ADDICTION AND INCARCERATION. | $10,000 |
| ALVIS INC | |||||||
| 2100 STELLA COURT | COLUMBUS | OH | 43215 | NONE | PC | TO BUILD ORGANIZATIONAL CAPACITY BY INCREASING WORKFORCE RETENTION AND RECRUITMENT, ENHANCING LEADERSHIP DEVELOPMENT AND SUCCESSION PLANNING, AND INCREASING IMPACT THROUGH CURRICULUM DEVELOPMENT AND STAFF TRAINING. | $89,312 |
| AMERICAN ASSOCIATION OF COLLEGES OF OSTEOPATHIC MEDICINE | |||||||
| 7700 OLD GOERGETOWN RD STE 250 | BETHESD | MD | 208146100 | NONE | PC | TO SUPPORT THE ADVANCEMENT OF OSTEOPATHIC MEDICAL EDUCATION AND RESEARCH | $10,000 |
| AMERICAN ASSOCIATION OF COLLEGES OF OSTEOPATHIC MEDICINE | |||||||
| 7700 OLD GOERGETOWN RD STE 250 | BETHESD | MD | 208146100 | NONE | PC | TO ENGAGE THE UNIFORMED SERVICES UNIVERSITY OF THE HEALTH SCIENCES TO CONDUCT AN INDEPENDENT, NATIONAL REVIEW OF OSTEOPATHIC RECOGNITION (OR) AND THE GRADUATE MEDICAL EDUCATION SYSTEM. | $105,113 |
| AMERICAN OSTEOPATHIC FOUNDATION | |||||||
| 142 E ONTARIO STREET | CHICAGO | IL | 60611 | NONE | PC | TO SUPPORT THE AMERICAN OSTEOPATHIC FOUNDATION 2024 HONORS GALA, WHICH BENEFITS PROGRAMS AND SERVICES THAT PROMOTE OSTEOPATHIC MEDICINE. | $5,000 |
| ATHENS COUNTY FOUNDATION | |||||||
| PO BOX 366 | ATHENS | OH | 45701 | NONE | PC | TO RECOGNIZE J. MICHAEL BROOKS FOR HIS DEDICATION AND CONTRIBUTIONS TO OSTEOPATHIC MEDICINE, THE COMMUNITY- AT- LARGE AND THE OSTEOPATHIC HERITAGE FOUNDATION OF NELSONVILLE. | $20,000 |
| ATHENS PHOTOGRAPHIC PROJECT | |||||||
| PO BOX 916 | ATHENS | OH | 45701 | NONE | PC | TO EXPAND ACCESS TO ART-BASED, PEER SUPPORT SERVICES TO INCREASE QUALITY OF LIFE FOR INDIVIDUALS IN ATHENS AND HOCKING COUNTIES EXPERIENCING BEHAVIORAL HEALTH CHALLENGES. | $35,000 |
| BOYS AND GIRLS CLUBS OF CENRTAL OHIO | |||||||
| 1000 CLEVELAND AVE | COLUMBUS | OH | 43201 | NONE | PC | TO EXPAND BEHAVIORAL HEALTH SERVICES THROUGH STAFF TRAINING AND CERTIFICATION IN TRAUMA-INFORMED CARE AND THE ADDITION OF A LICENSED SOCIAL WORKER. | $50,000 |
| COLUMBUS METROPOLITAN CLUB | |||||||
| 1041 DUBLIN ROAD STE 103 | COLUMBUS | OH | 43215 | NONE | PC | TO SPONSOR TWO LUNCHEON FORUMS ON TOPICS ALIGNED TO FOUNDATION FUNDING PRIORITIES. | $6,000 |
| COLUMBUS STATE COMMUNITY COLLEGE | |||||||
| 550 EAST SPRING ST | COLUMBUS | OH | 43215 | NONE | PC | TO SUPPORT EQUIPMENT UPGRADES AND ADDRESS FINANCIAL BARRIERS FOR STUDENTS ENTERING HEALTH SCIENCE PROGRAMS TO INCREASE THE HEALTHCARE WORKFORCE IN CENTRAL OHIO. | $200,000 |
| COMMUNITIES IN SCHOOLS OF OHIO | |||||||
| 6500 BUSCH BLVD STE 105 | COLUMBUS | OH | 43229 | NONE | PC | TO PROVIDE COMPREHENSIVE SUPPORT TO IMPROVE STUDENT SUCCESS IN THE SOUTH-WESTERN CITY SCHOOL DISTRICT. | $47,500 |
| COMMUNITY HOUSING NETWORK | |||||||
| 1680 WATERMARK DR | COLUMBUS | OH | 43215 | NONE | PC | TO SUPPORT FURNISHINGS FOR A PERMANENT SUPPORTIVE HOUSING PROJECT SERVING ADULTS AGED 55 AND OLDER EXPERIENCING HOMELESSNESS AND BEHAVIORAL HEALTH CHALLENGES. | $100,000 |
| DIRECTIONS FOR YOUTH AND FAMILIES | |||||||
| 1515 INDIANOLA AVE | COLUMBUS | OH | 432012118 | NONE | PC | TO SUPPORT DIRECTIONS FOR YOUTH AND FAMILIES MISSION OF BUILDING AND INSPIRING HOPE, HEALING AND RESILIENCE FOR YOUTH, FAMILIES AND COMMUNITIES THROUGH COUNSELING AND EDUCATION. | $10,000 |
| DIRECTIONS FOR YOUTH AND FAMILIES | |||||||
| 1515 INDIANOLA AVE | COLUMBUS | OH | 432012118 | NONE | PC | TO BUILD ORGANIZATIONAL CAPACITY BY INCREASING WORKFORCE RETENTION AND RECRUITMENT, ENHANCING LEADERSHIP DEVELOPMENT AND SUCCESSION PLANNING, AND INCREASING IMPACT THROUGH STRATEGIC PLANNING AND PROGRAM ALIGNMENT. | $101,362 |
| DIRECTIONS FOR YOUTH AND FAMILIES | |||||||
| 1515 INDIANOLA AVE | COLUMBUS | OH | 432012118 | NONE | PC | TO BUILD ORGANIZATIONAL CAPACITY BY INCREASING WORKFORCE RETENTION AND RECRUITMENT, ENHANCING LEADERSHIP DEVELOPMENT AND SUCCESSION PLANNING, AND INCREASING IMPACT THROUGH STRATEGIC PLANNING AND PROGRAM ALIGNMENT. | $101,364 |
| DUBLIN FOOD PANTRY | |||||||
| 6608 DUBLIN CENTER DR | DUBLIN | OH | 43017 | NONE | PC | TO SUPPORT BOUNTY AT BRIDGE PARK 2024, HELPING TO ADDRESS FOOD INSECURITY IN THE DUBLIN COMMUNITY. | $20,000 |
| ETHIOPIAN TEWAHEDO SOCIAL SERVICES | |||||||
| 4300 E BROAD ST STE D | WHITEHALL | OH | 43213 | NONE | PC | TO SUPPORT THE COMMUNITY HEALTH NAVIGATION TEAM, EXPANDING OUTREACH, EDUCATION AND HEALTH-PROMOTING SERVICES TO IMMIGRANT AND REFUGEE POPULATIONS IN FRANKLIN COUNTY. | $60,251 |
| FOUNDATION FOR APPALACHIAN OHIO | |||||||
| 35 PUBLIC SQUARE | NELSONVILLE | OH | 457641132 | NONE | PC | TO RECOGNIZE JOSEPH A. HOLTEL, DO FOR HIS DEDICATION AND INVALUABLE CONTRIBUTIONS TO OSTEOPATHIC MEDICINE, THE COMMUNITY-AT-LARGE AND THE OSTEOPATHIC HERITAGE FOUNDATION OF NELSONVILLE. | $20,000 |
| FOUNDATION FOR APPALACHIAN OHIO | |||||||
| 35 PUBLIC SQUARE | NELSONVILLE | OH | 457641132 | NONE | PC | TO PARTNER WITH THE NELSONVILLE COMMUNITY FOUNDATION TO SUPPORT INITIATIVES BENEFITTING NELSONVILLE AND THE SURROUNDING COMMUNITIES OF BUCHTEL, CARBON HILL AND MURRAY CITY. | $170,000 |
| FRANKLINTON FARMS | |||||||
| 867 W TOWN ST STE A | COLUMBUS | OH | 43222 | NONE | PC | TO PROVIDE NUTRITION EDUCATION PROGRAMS AND INCREASE LOCAL FOOD PRODUCTION, DISTRIBUTION AND CONSUMPTION AMONG LOW-INCOME RESIDENTS OF FRANKLINTON, AND TO BUILD CAPACITY FOR FOOD PRODUCTION AND DISTRIBUTION IN OTHER LOW-INCOME NEIGHBORHOODS IN FRANKLIN COUNTY. | $46,000 |
| FURNITURE BANK OF CENTRAL OHIO | |||||||
| 118 S YALE AVENUE | COLUMBUS | OH | 43222 | NONE | PC | TO INCREASE CAPACITY OF THE FRANKLINTON FAMILY SERVICE CENTER TO SERVE MORE VULNERABLE FAMILIES AFFECTED BY HOMELESSNESS, DOMESTIC VIOLENCE OR OTHER SIGNIFICANT LIFE CHANGES. | $50,000 |
| HARMONY PROJECT | |||||||
| 4411 TAMARACK BLVD | COLUMBUS | OH | 43229 | NONE | PC | TO BUILD A MORE INCLUSIVE SOCIETY BY BREAKING DOWN SOCIAL BARRIERS, BRIDGING COMMUNITY DIVIDES, AND EMPOWERING THE VOICES OF THE PEOPLE THROUGH ARTS, EDUCATION, AND VOLUNTEERISM | $2,500 |
| HOCKING ATHENS PERRY COMMUNITY ACTION | |||||||
| PO BOX 220 | GLOUSTER | OH | 45732 | NONE | PC | TO IMPROVE ACCESS TO HEALTHY FOODS FOR VULNERABLE POPULATIONS IN SOUTHEASTERN OHIO THROUGH A FUNDING COLLABORATIVE TO SUPPORT FOOD PANTRIES IN THE REGION. | $30,000 |
| INTEGRATED SERVICES FOR BEHAVIORAL HEALTH | |||||||
| 1206 W BROAD ST | COLUMBUS | OH | 43222 | NONE | PC | TO ADD A COMMUNITY BEHAVIORAL HEALTH WORKER TO PROVIDE BEHAVIORAL HEALTH AND SUPPORT SERVICES FOR YOUTH AND FAMILIES IN NELSONVILLE. | $35,000 |
| INTEGRATED SERVICES FOR BEHAVIORAL HEALTH | |||||||
| 1206 W BROAD ST | COLUMBUS | OH | 43222 | NONE | PC | TO SUPPORT HOLIDAY CELEBRATIONS FOR YOUTH BEING SERVED AT THE HIVE ON THE NELSONVILLE PUBLIC SQUARE AND IN RESIDENTIAL SERVICES AT THE MARY HILL YOUTH AND FAMILY CENTER. | $5,000 |
| JOHN W CLEM RECOVERY HOUSE | |||||||
| 8044 DAIRY LN | ATHENS | OH | 45701 | NONE | PC | TO BUILD STAFF CAPACITY TO FURTHER SUPPORT RESIDENTS IN SUSTAINING LONG-TERM RECOVERY. | $17,500 |
| LEGAL AID OF SOUTHEAST AND CENTRAL OHIO | |||||||
| 1108 CITY PARK AVE | COLUMBUS | OH | 43206 | NONE | PC | TO HELP LOW-INCOME INDIVIDUALS AND FAMILIES IN ATHENS COUNTY MAINTAIN AND ACCESS HOUSING THROUGH LEGAL REPRESENTATION. | $17,500 |
| LIFECARE ALLIANCE | |||||||
| 1699 WEST MOUND ST | COLUMBUS | OH | 43223 | NONE | PC | TO INCREASE CAPACITY OF THE MEALS-ON-WHEELS HOME DELIVERY PROGRAM, SERVING THE HEALTH AND NUTRITION NEEDS OF OLDER ADULTS AND INDIVIDUALS WITH MEDICAL CHALLENGES IN FRANKLIN COUNTY. | $150,000 |
| LOWER LIGHTS CHRISTIAN HEALTH CENTER | |||||||
| 1160 W BROAD ST | COLUMBUS | OH | 43222 | NONE | PC | TO INCREASE ACCESS TO BEHAVIORAL HEALTH AND OTHER HEALTH-RELATED SERVICES FOR CLIENTS BY EMBEDDING PATIENT ADVOCATES WITHIN HEALTHCARE TEAMS. | $60,000 |
| LUTHERAN SOCIAL SERVICES OF CENTRAL OHIO | |||||||
| 1105 SCHROCK RD STE 100 | COLUMBUS | OH | 43229 | NONE | PC | TO PROVIDE NUTRITION EDUCATION AND DIABETES MANAGEMENT SUPPORT TO LOW-INCOME CLIENTS. | $80,594 |
| MARYHAVEN | |||||||
| 1791 ALUM CREEK DR | COLUMBUS | OH | 432071708 | NONE | PC | TO SUPPORT COMPREHENSIVE BEHAVIORAL HEALTH AND SUBSTANCE USE TREATMENT PROGRAMS. | $5,000 |
| MENTAL HEALTH AMERICA OF OHIO | |||||||
| 2323 W FIFTH AVE STE 160 | COLUMBUS | OH | 43204 | NONE | PC | TO ADDRESS ORGANIZATIONAL CAPACITY NEEDS AND WORKFORCE WELLBEING OF BEHAVIORAL HEALTH PROVIDERS IN FRANKLIN COUNTY. | $10,000 |
| MENTAL HEALTH AMERICA OF OHIO | |||||||
| 2323 W FIFTH AVE STE 160 | COLUMBUS | OH | 43204 | NONE | PC | TO EXPAND ORGANIZATIONAL CAPACITY TO ADDRESS INCREASED DEMAND IN SERVICES THROUGH COMMUNITY OUTREACH AND SUPPORT GROUPS. | $78,376 |
| MID-OHIO FOOD COLLECTIVE | |||||||
| 3960 BROOKHAM DR | GROVE CITY | OH | 43123 | NONE | PC | TO INCREASE THE PRODUCTION AND DISTRIBUTION OF LOCAL, HEALTHY FOOD IN THE HILLTOP NEIGHBORHOOD AND OTHER LOW-INCOME COMMUNITIES IN FRANKLIN COUNTY, AND TO CREATE ECONOMIC OPPORTUNITIES THROUGH AGRICULTURAL CAREERS FOR FRANKLIN COUNTY RESIDENTS, MOFC THROUGH THE MID-OHIO FARM, WILL DEVELOP AND IMPLEMENT A LOCAL AGRICULTURE TRAINING PROGRAM (LATP) THAT WILL PROVIDE LOCAL URBAN FARMERS WITH AN ON-SITE, MULTI-FACETED EDUCATION PROGRAM. | $112,500 |
| NEW DIRECTIONS CAREER CENTER | |||||||
| 2760 AIRPORT DR STE 125 B | COLUMBUS | OH | 43219 | NONE | PC | TO SUPPORT THE EXPANSION OF WORKFORCE AND CAREER COUNSELING PROGRAMS FOR LOW-INCOME WOMEN AND A PILOT WORKFORCE PROGRAM FOR WOMEN 55 AND OLDER. | $25,000 |
| OHIO OSTEOPATHIC FOUNDATION | |||||||
| 53 WEST THIRD AVE PO BOX 8130 | COLUMBUS | OH | 432013208 | NONE | PC | TO PROVIDE A TRIBUTE IN HONOR OF THE J.O. WATSON, DO AWARD RECIPIENT AND LECTURER, PAUL A. MARTIN, DO, FACOFP, DIST. | $5,250 |
| OHIO OSTEOPATHIC FOUNDATION | |||||||
| 53 WEST THIRD AVE PO BOX 8130 | COLUMBUS | OH | 432013208 | NONE | PC | TO SUPPORT DEVELOPMENT OF A STRATEGIC FRAMEWORK FOR THE OHIO OSTEOPATHIC ASSOCIATION | $34,000 |
| OHIO UNIVERSITY FOUNDATION | |||||||
| PO BOX 869 | ATHENS | OH | 45701 | NONE | PC | TO PROVIDE SUPPORT TOWARD HERITAGE COLLEGE DUBLIN CAMPUS STUDENT SCHOLARSHIPS. | $10,000 |
| OHIO UNIVERSITY FOUNDATION | |||||||
| PO BOX 869 | ATHENS | OH | 45701 | NONE | PC | TO RECOGNIZE JANE WATSON CUNNINGHAM FOR HER DEDICATION AND CONTRIBUTIONS TO OSTEOPATHIC MEDICINE, THE COMMUNITY-AT-LARGE AND THE OSTEOPATHIC HERITAGE FOUNDATION. | $20,000 |
| OHIO UNIVERSITY | |||||||
| 108 CUTLER HALL | ATHENS | OH | 45701 | NONE | GOV | TO SUPPORT PROJECTS AND PROGRAMS DETERMINED TO BE OF SIGNIFICANT VALUE TO THE COMMUNITY-AT-LARGE AND OF THE HIGHEST PRIORITY TO THE FOUNDATION TO HELP ADVANCE THE HERITAGE COLLEGE TO NATIONAL PROMINENCE IN THE TRAINING OF PRIMARY CARE PHYSICIANS, FOCUSED RESEARCH AND SERVICE TO OHIO CITIZENS, ESPECIALLY THOSE WITHIN CENTRAL AND SOUTHEAST OHIO. | $1,643,295 |
| OHIO UNIVERSITY | |||||||
| 108 CUTLER HALL | ATHENS | OH | 45701 | NONE | GOV | TO SUPPORT DUBLIN OMS I-II PARTICIPATION IN NOM/DO DAY OF SERVICE | $525 |
| OHIO UNIVERSITY | |||||||
| 108 CUTLER HALL | ATHENS | OH | 45701 | NONE | GOV | TO SUPPORT PROJECTS AND PROGRAMS DETERMINED TO BE OF SIGNIFICANT VALUE TO THE COMMUNITY-AT-LARGE AND OF THE HIGHEST PRIORITY TO THE FOUNDATION TO HELP ADVANCE THE HERITAGE COLLEGE TO NATIONAL PROMINENCE IN THE TRAINING OF PRIMARY CARE PHYSICIANS, FOCUSED RESEARCH AND SERVICE TO OHIO CITIZENS, ESPECIALLY THOSE WITHIN CENTRAL AND SOUTHEAST OHIO. | $1,643,295 |
| OHIO UNIVERSITY | |||||||
| 108 CUTLER HALL | ATHENS | OH | 45701 | NONE | GOV | TO SUPPORT HERITAGE COLLEGE DUBLIN CAMPUS 10 YEAR CELEBRATION EVENTS INCLUDING THE CLASS OF 2028 ORIENTATION WEEK WELCOME PICNIC. | $10,000 |
| OHIO UNIVERSITY | |||||||
| 108 CUTLER HALL | ATHENS | OH | 45701 | NONE | GOV | TO SUPPORT PROJECTS AND PROGRAMS DETERMINED TO BE OF SIGNIFICANT VALUE TO THE COMMUNITY-AT-LARGE AND OF THE HIGHEST PRIORITY TO THE FOUNDATION TO HELP ADVANCE THE HERITAGE COLLEGE TO NATIONAL PROMINENCE IN THE TRAINING OF PRIMARY CARE PHYSICIANS, FOCUSED RESEARCH AND SERVICE TO OHIO CITIZENS, ESPECIALLY THOSE WITHIN CENTRAL AND SOUTHEAST OHIO. | $955,999 |
| OHIO UNIVERSITY | |||||||
| 108 CUTLER HALL | ATHENS | OH | 45701 | NONE | GOV | TO SUPPORT PROJECTS AND PROGRAMS DETERMINED TO BE OF SIGNIFICANT VALUE TO THE COMMUNITY-AT-LARGE AND OF THE HIGHEST PRIORITY TO THE FOUNDATION TO HELP ADVANCE THE HERITAGE COLLEGE TO NATIONAL PROMINENCE IN THE TRAINING OF PRIMARY CARE PHYSICIANS, FOCUSED RESEARCH AND SERVICE TO OHIO CITIZENS, ESPECIALLY THOSE WITHIN CENTRAL AND SOUTHEAST OHIO. | $3,674,093 |
| OHIOHEALTH FOUNDATION | |||||||
| 3430 OHIOHEALTH PKWY | COLUMBUS | OH | 43202 | NONE | PC | TO RECOGNIZE DR. JOHNSTON'S DECADES OF SERVICE TO DOCTORS HOSPITAL AND THE OSTEOPATHIC HERITAGE FOUNDATION AND SUPPORT ENHANCEMENTS TO THE SIMULATION CENTER AT DOCTORS HOSPITAL. | $25,000 |
| OHIOHEALTH FOUNDATION | |||||||
| 3430 OHIOHEALTH PKWY | COLUMBUS | OH | 43202 | NONE | PC | TO RECOGNIZE EMERGING LEADERS IN THE OSTEOPATHIC PROFESSION AT OHIOHEALTH DOCTORS HOSPITAL. | $25,000 |
| OHIOHEALTH FOUNDATION | |||||||
| 3430 OHIOHEALTH PKWY | COLUMBUS | OH | 43202 | NONE | PC | TO SUPPORT THE INAUGURAL OSTEOPATHIC HERITAGE FOUNDATION EMERGING OSTEOPATHIC LEADERS AWARD AT DOCTORS HOSPITAL IN 2024 AND PROVIDE A: $1,000 HONORARIUM AND $250 RECIPIENT PLAQUE. | $1,250 |
| OHIOHEALTH FOUNDATION | |||||||
| 3430 OHIOHEALTH PKWY | COLUMBUS | OH | 43202 | NONE | PC | TO SUPPORT PROGRAMS AND SERVICES TO ADVANCE HEALTH EQUITY IN COMMUNITIES SERVED. | $25,000 |
| PARTNERS ACHIEVING COMMUNITY TRANSFORMATION INC | |||||||
| 211 TAYLOR AVENUE | COLUMBUS | OH | 43203 | NONE | PC | TO PROVIDE AGRICULTURAL EDUCATION AND TRAINING AND TO INCREASE LOCAL, HEALTHY FOOD PRODUCTION AND CONSUMPTION TO IMPROVE COMMUNITY HEALTH, AS PART OF A BROAD ECONOMIC REVITALIZATION EFFORT ON THE NEAR EAST SIDE. | $56,000 |
| PHYSICIANS CARECONNECTION | |||||||
| 1390 DUBLIN ROAD | COLUMBUS | OH | 43215 | NONE | PC | TO IMPROVE THE HEALTH OF FAMILIES LIVING ON THE WESTSIDE OF COLUMBUS THROUGH INTERVENTIONS ADDRESSING FOOD SECURITY, HOUSING STABILITY AND HEALTHCARE ACCESS. | $66,666 |
| PRODUCE PERKS MIDWEST INC | |||||||
| 3600 PARK 42 DR STE 105A | CINCINNATI | OH | 45241 | NONE | PC | TO EXPAND NUTRITION INCENTIVE PROGRAMMING (PRODUCE PRESCRIPTIONS - PRX) WITHIN FRANKLIN COUNTY, WITH A FOCUS ON MATERNAL AND INFANT HEALTH. THE EXPANSION WILL SERVE A NEW PATIENT COHORT OF TEENAGE MOTHERS, STRENGTHEN THE REGIONAL FOOD SYSTEM, AND DEEPEN THE IMPACTS OF NUTRITION INCENTIVE PROGRAMMING WITHIN FRANKLIN COUNTY. | $101,333 |
| ST VINCENT FAMILY SERVICES | |||||||
| 1490 E MAIN ST | COLUMBUS | OH | 432052140 | NONE | PC | TO BUILD ORGANIZATIONAL CAPACITY BY PROMOTING WORKFORCE RECRUITMENT, RETENTION AND PROFESSIONAL DEVELOPMENT AIMED AT IMPROVING CLIENT INTAKE AND PROGRAM OUTCOMES. | $102,760 |
| ST VINCENT FAMILY SERVICES | |||||||
| 1490 E MAIN ST | COLUMBUS | OH | 432052140 | NONE | PC | TO SUPPORT ST. VINCENTS FAMILY SERVICES MISSION TO PROVIDE FAMILIES A COMPREHENSIVE, FULL-SERVICE RANGE OF YOUTH BEHAVIORAL HEALTH SERVICES. | $10,000 |
| ST VINCENT FAMILY SERVICES | |||||||
| 1490 E MAIN ST | COLUMBUS | OH | 432052140 | NONE | PC | TO SUPPORT FACILITY UPDATES TO ENHANCE PROGRAM CAPACITY AND EFFICIENCIES, DECREASE WAIT TIME AND IMPROVE TREATMENT EXPERIENCE OF INCOMING CLIENTS SEEKING SAME-DAY ACCESS TO YOUTH BEHAVIORAL HEALTH SERVICES. | $332,500 |
| ST VINCENT FAMILY SERVICES | |||||||
| 1490 E MAIN ST | COLUMBUS | OH | 432052140 | NONE | PC | TO BUILD ORGANIZATIONAL CAPACITY BY PROMOTING WORKFORCE RECRUITMENT, RETENTION AND PROFESSIONAL DEVELOPMENT AIMED AT IMPROVING CLIENT INTAKE AND PROGRAM OUTCOMES. | $102,760 |
| ST VINCENT FAMILY SERVICES | |||||||
| 1490 E MAIN ST | COLUMBUS | OH | 432052140 | NONE | PC | TO SUPPORT HOLIDAY CELEBRATIONS FOR CHILDREN BEING SERVED THROUGH RESIDENTIAL SERVICES. | $5,000 |
| STUART'S OPERA HOUSE | |||||||
| PO BOX 217 | NELSONVILLE | OH | 45764 | NONE | PC | TO SUPPORT EXPANSION OF THE ARTS EDUCATION PROGRAM AND ITS AFFORDABLE, ACCESSIBLE PROGRAMMING FOR NELSONVILLE AND SURROUNDING COMMUNITIES. | $100,000 |
| THE BUCKEYE RANCH | |||||||
| 4653 E MAIN ST | COLUMBUS | OH | 43213 | NONE | PC | TO BUILD ORGANIZATIONAL CAPACITY BY STRENGTHENING COMMUNICATIONS, INCREASING CULTURAL COMPETENCY AND DIVERSITY AND ENHANCING LEADERSHIP DEVELOPMENT AND LEADERSHIP SKILLS. | $143,620 |
| THE BUCKEYE RANCH | |||||||
| 4653 E MAIN ST | COLUMBUS | OH | 43213 | NONE | PC | TO RAISE HOPE AND HEALING FOR YOUTH AND FAMILIES BY SUPPORTING THE BUCKEYE RANCHS MENTAL HEALTH AND FOSTER CARE SERVICES. | $10,000 |
| THE BUCKEYE RANCH | |||||||
| 4653 E MAIN ST | COLUMBUS | OH | 43213 | NONE | PC | TO BUILD ORGANIZATIONAL CAPACITY BY STRENGTHENING COMMUNICATIONS, INCREASING CULTURAL COMPETENCY AND DIVERSITY AND ENHANCING LEADERSHIP DEVELOPMENT AND LEADERSHIP SKILLS. | $143,620 |
| THE BUCKEYE RANCH | |||||||
| 4653 E MAIN ST | COLUMBUS | OH | 43213 | NONE | PC | TO SUPPORT NEW CONSTRUCTION AND RENOVATIONS FOR THE ADDITION OF PSYCHIATRIC RESIDENTIAL TREATMENT FACILITY, ADDRESSING THE CRITICAL GAP IN THE YOUTH BEHAVIORAL HEALTH CONTINUUM OF CARE IN CENTRAL OHIO. | $166,667 |
| UNITED WAY OF CENTRAL OHIO | |||||||
| 360 S THIRD ST | COLUMBUS | OH | 43215 | NONE | PC | TO SUPPORT COLUMBUS CITY SCHOOLS STUDENTS WITH BACK-TO-SCHOOL SUPPLIES. | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $12,554,505 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALVIS INC | |||||||
| 2100 STELLA COURT | COLUMBUS | OH | 43215 | NONE | PC | TO BUILD ORGANIZATIONAL CAPACITY BY INCREASING WORKFORCE RETENTION AND RECRUITMENT, ENHANCING LEADERSHIP DEVELOPMENT AND SUCCESSION PLANNING, AND INCREASING IMPACT THROUGH CURRICULUM DEVELOPMENT AND STAFF TRAINING. | $89,312 |
| ATHENS PHOTOGRAPHIC PROJECT | |||||||
| PO BOX 916 | ATHENS | OH | 45701 | NONE | PC | TO EXPAND ACCESS TO ART-BASED, PEER SUPPORT SERVICES TO INCREASE QUALITY OF LIFE FOR INDIVIDUALS IN ATHENS AND HOCKING COUNTIES EXPERIENCING BEHAVIORAL HEALTH CHALLENGES. | $35,000 |
| BOYS AND GIRLS CLUBS OF CENRTAL OHIO | |||||||
| 1000 CLEVELAND AVE | COLUMBUS | OH | 43201 | NONE | PC | TO EXPAND BEHAVIORAL HEALTH SERVICES THROUGH STAFF TRAINING AND CERTIFICATION IN TRAUMA-INFORMED CARE AND THE ADDITION OF A LICENSED SOCIAL WORKER. | $150,000 |
| COLUMBUS STATE COMMUNITY COLLEGE | |||||||
| 550 EAST SPRING ST | COLUMBUS | OH | 43215 | NONE | PC | TO SUPPORT EQUIPMENT UPGRADES AND ADDRESS FINANCIAL BARRIERS FOR STUDENTS ENTERING HEALTH SCIENCE PROGRAMS TO INCREASE THE HEALTHCARE WORKFORCE IN CENTRAL OHIO. | $1,300,000 |
| COMMUNITIES IN SCHOOLS OF OHIO | |||||||
| 6500 BUSCH BLVD STE 105 | COLUMBUS | OH | 43229 | NONE | PC | TO PROVIDE COMPREHENSIVE SUPPORT TO IMPROVE STUDENT SUCCESS IN THE SOUTH-WESTERN CITY SCHOOL DISTRICT. | $142,500 |
| COMMUNITY HOUSING NETWORK | |||||||
| 1680 WATERMARK DR | COLUMBUS | OH | 43215 | NONE | PC | TO SUPPORT FURNISHINGS FOR A PERMANENT SUPPORTIVE HOUSING PROJECT SERVING ADULTS AGED 55 AND OLDER EXPERIENCING HOMELESSNESS AND BEHAVIORAL HEALTH CHALLENGES. | $150,000 |
| ETHIOPIAN TEWAHEDO SOCIAL SERVICES | |||||||
| 4300 E BROAD ST STE D | WHITEHALL | OH | 43213 | NONE | PC | TO SUPPORT THE COMMUNITY HEALTH NAVIGATION TEAM, EXPANDING OUTREACH, EDUCATION AND HEALTH-PROMOTING SERVICES TO IMMIGRANT AND REFUGEE POPULATIONS IN FRANKLIN COUNTY. | $137,189 |
| FOUNDATION FOR APPALACHIAN OHIO | |||||||
| 35 PUBLIC SQUARE | NELSONVILLE | OH | 457641132 | NONE | PC | TO PARTNER WITH THE NELSONVILLE COMMUNITY FOUNDATION TO SUPPORT INITIATIVES BENEFITTING NELSONVILLE AND THE SURROUNDING COMMUNITIES OF BUCHTEL, CARBON HILL AND MURRAY CITY. | $405,000 |
| FURNITURE BANK OF CENTRAL OHIO | |||||||
| 118 S YALE AVENUE | COLUMBUS | OH | 43222 | NONE | PC | TO INCREASE CAPACITY OF THE FRANKLINTON FAMILY SERVICE CENTER TO SERVE MORE VULNERABLE FAMILIES AFFECTED BY HOMELESSNESS, DOMESTIC VIOLENCE OR OTHER SIGNIFICANT LIFE CHANGES. | $200,000 |
| HOPEWELL HEALTH CENTERS | |||||||
| PO BOX 188 | CHILLICOTHE | OH | 456010188 | NONE | PC | TO ESTABLISH EXTENDED FUNCTION DENTAL AUXILIARY (EFDA) PROGRAM TO SERVE THE DENTAL NEEDS OF INDIVIDUALS IN ATHENS AND HOCKING COUNTIES. | $70,000 |
| INTEGRATED SERVICES FOR BEHAVIORAL HEALTH | |||||||
| 1206 W BROAD ST | COLUMBUS | OH | 43222 | NONE | PC | TO ADD A COMMUNITY BEHAVIORAL HEALTH WORKER TO PROVIDE BEHAVIORAL HEALTH AND SUPPORT SERVICES FOR YOUTH AND FAMILIES IN NELSONVILLE. | $35,000 |
| JOHN W CLEM RECOVERY HOUSE | |||||||
| 8044 DAIRY LN | ATHENS | OH | 45701 | NONE | PC | TO BUILD STAFF CAPACITY TO FURTHER SUPPORT RESIDENTS IN SUSTAINING LONG-TERM RECOVERY. | $52,500 |
| LEGAL AID OF SOUTHEAST AND CENTRAL OHIO | |||||||
| 1108 CITY PARK AVE | COLUMBUS | OH | 43206 | NONE | PC | TO HELP LOW-INCOME INDIVIDUALS AND FAMILIES IN ATHENS COUNTY MAINTAIN AND ACCESS HOUSING THROUGH LEGAL REPRESENTATION. | $52,500 |
| LOWER LIGHTS CHRISTIAN HEALTH CENTER | |||||||
| 1160 W BROAD ST | COLUMBUS | OH | 43222 | NONE | PC | TO INCREASE ACCESS TO BEHAVIORAL HEALTH AND OTHER HEALTH-RELATED SERVICES FOR CLIENTS BY EMBEDDING PATIENT ADVOCATES WITHIN HEALTHCARE TEAMS. | $120,000 |
| LUTHERAN SOCIAL SERVICES OF CENTRAL OHIO | |||||||
| 1105 SCHROCK RD STE 100 | COLUMBUS | OH | 43229 | NONE | PC | TO PROVIDE NUTRITION EDUCATION AND DIABETES MANAGEMENT SUPPORT TO LOW-INCOME CLIENTS. | $161,188 |
| MENTAL HEALTH AMERICA OF OHIO | |||||||
| 2323 W FIFTH AVE STE 160 | COLUMBUS | OH | 43204 | NONE | PC | TO EXPAND ORGANIZATIONAL CAPACITY TO ADDRESS INCREASED DEMAND IN SERVICES THROUGH COMMUNITY OUTREACH AND SUPPORT GROUPS. | $171,624 |
| NEW DIRECTIONS CAREER CENTER | |||||||
| 2760 AIRPORT DR STE 125 B | COLUMBUS | OH | 43219 | NONE | PC | TO SUPPORT THE EXPANSION OF WORKFORCE AND CAREER COUNSELING PROGRAMS FOR LOW-INCOME WOMEN AND A PILOT WORKFORCE PROGRAM FOR WOMEN 55 AND OLDER. | $75,000 |
| PHYSICIANS CARECONNECTION | |||||||
| 1390 DUBLIN ROAD | COLUMBUS | OH | 43215 | NONE | PC | TO IMPROVE THE HEALTH OF FAMILIES LIVING ON THE WESTSIDE OF COLUMBUS THROUGH INTERVENTIONS ADDRESSING FOOD SECURITY, HOUSING STABILITY AND HEALTHCARE ACCESS. | $133,334 |
| PRODUCE PERKS MIDWEST INC | |||||||
| 3600 PARK 42 DR STE 105A | CINCINNATI | OH | 45241 | NONE | PC | TO EXPAND NUTRITION INCENTIVE PROGRAMMING (PRODUCE PRESCRIPTIONS - PRX) WITHIN FRANKLIN COUNTY, WITH A FOCUS ON MATERNAL AND INFANT HEALTH. THE EXPANSION WILL SERVE A NEW PATIENT COHORT OF TEENAGE MOTHERS, STRENGTHEN THE REGIONAL FOOD SYSTEM, AND DEEPEN THE IMPACTS OF NUTRITION INCENTIVE PROGRAMMING WITHIN FRANKLIN COUNTY. | $196,450 |
| ST VINCENT FAMILY SERVICES | |||||||
| 1490 E MAIN ST | COLUMBUS | OH | 432052140 | NONE | PC | TO SUPPORT FACILITY UPDATES TO ENHANCE PROGRAM CAPACITY AND EFFICIENCIES, DECREASE WAIT TIME AND IMPROVE TREATMENT EXPERIENCE OF INCOMING CLIENTS SEEKING SAME-DAY ACCESS TO YOUTH BEHAVIORAL HEALTH SERVICES. | $332,500 |
| STUART'S OPERA HOUSE | |||||||
| PO BOX 217 | NELSONVILLE | OH | 45764 | NONE | PC | TO SUPPORT EXPANSION OF THE ARTS EDUCATION PROGRAM AND ITS AFFORDABLE, ACCESSIBLE PROGRAMMING FOR NELSONVILLE AND SURROUNDING COMMUNITIES. | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $4,109,097 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,216,955 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $10,771,521 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| REIMBURSEMENT | 01 | $84,000 |
| OTHER K-1 INVESTMENT INCOME | 14 | |
| OTHER INCOME | 01 | $1,134 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $19,073,610 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $19,073,610 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $211,798 | Amt |
| Net Investment Income | $105,899 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $105,899 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| PROPERTY AND EQUIPMENT | 2020-06-30 | $5,940 | $4,373 | SL | 5.000000000000 | $1,188 | $0 |
| PROPERTY AND EQUIPMENT | 2019-06-30 | $21,773 | $20,829 | SL | 5.000000000000 | $944 | $0 |
| PROPERTY AND EQUIPMENT | 2021-06-30 | $129,623 | $66,878 | SL | 5.000000000000 | $25,925 | $0 |
| PROPERTY AND EQUIPMENT | 2022-06-30 | $11,618 | $2,749 | SL | 5.000000000000 | $2,324 | $0 |
| PROPERTY AND EQUIPMENT | 2024-06-30 | $14,103 | SL | 5.000000000000 | $2,116 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CARILLON SERIES TRUST (SCPZX)REAMS CORE PLUS CLASS I FUND #4069 | $17,831,538 | $17,831,538 |
| DODGE & COX INCOME FUND (DODIX) | $24,129,533 | $24,129,533 |
| METROPOLITAN WEST FDS (MWTIX) | $17,761,141 | $17,761,141 |
| PIMCO INCOME FUND (PIMIX) | $15,471,765 | $15,471,765 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (208 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALBANY INTERNATIONAL CORP CL A | $240,310 | $240,310 |
| ALPHATEC HOLDINGS INC | $305,868 | $305,868 |
| AMBARELLA INC | $220,257 | $220,257 |
| AMERISAFE INC | $272,286 | $272,286 |
| AMICUS THERAPEUTICS INC | $229,989 | $229,989 |
| ARHAUS INC | $278,879 | $278,879 |
| ATS CORP | $256,215 | $256,215 |
| AZENTA INC | $211,950 | $211,950 |
| AZZ INC | $203,899 | $203,899 |
| BLACKLINE INC | $318,443 | $318,443 |
| CCC INTELLIGENT SOLUTIONS HO | $425,342 | $425,342 |
| DORMAN PRODUCTS INC | $228,915 | $228,915 |
| DUTCH BROS INC-CLASS A | $293,066 | $293,066 |
| ESCO TECHNOLOGIES INC | $267,752 | $267,752 |
| FIRST INTERSTATE BANCSYS/MT | $307,004 | $307,004 |
| FRESHPET INC | $235,051 | $235,051 |
| GLAUKOS CORP | $185,326 | $185,326 |
| HALOZYME THERAPEUTICS INC | $186,794 | $186,794 |
| HELIOS TECHNOLOGIES INC | $364,307 | $364,307 |
| JBT MAREL CORPORATION | $314,445 | $314,445 |
| JFROG LTD SEDOL ISIN IL0011684185 | $314,187 | $314,187 |
| LANTHEUS HOLDINGS INC | $267,038 | $267,038 |
| LITTELFUSE INC | $138,091 | $138,091 |
| MONTROSE ENVIRONMENTAL GROUP | $351,931 | $351,931 |
| NEOGEN CORP | $387,047 | $387,047 |
| PARSONS CORP | $128,966 | $128,966 |
| PAYCOR HCM INC | $364,083 | $364,083 |
| POTLATCHDELTIC CORP | $312,038 | $312,038 |
| ROGERS CORP | $297,514 | $297,514 |
| SILICON LABORATORIES INC | $352,909 | $352,909 |
| SIMPSON MFG INC | $147,423 | $147,423 |
| VERACYTE INC | $269,874 | $269,874 |
| VERRA MOBILITY CORP | $160,579 | $160,579 |
| VITAL FARMS INC | $209,971 | $209,971 |
| ZURN ELKAY WATER SOLUTIONS CORPORATION | $198,772 | $198,772 |
| ACI WORLDWIDE INC | $633,821 | $633,821 |
| ACUSHNET HOLDINGS CORP | $431,740 | $431,740 |
| ALEXANDER & BALDWIN INC | $208,197 | $208,197 |
| ARMSTRONG WORLD INDUSTRIE - WI | $571,539 | $571,539 |
| ATLANTIC UNION BANKSHARES CORP | $465,469 | $465,469 |
| CABLE ONE INC | $185,768 | $185,768 |
| CANNAE HOLDINGS INC | $231,647 | $231,647 |
| CASELLA WASTE SYS INC | $364,833 | $364,833 |
| CERTARA INC | $233,799 | $233,799 |
| CTS CORP | $422,895 | $422,895 |
| DOUBLEVERIFY HOLDINGS INC | $241,796 | $241,796 |
| ENOVIS CORP | $287,019 | $287,019 |
| EPLUS INC | $301,726 | $301,726 |
| ESSENTIAL PROPERTIES REALTY | $462,287 | $462,287 |
| FIRST INDL REALTY TRUST INC REIT | $192,299 | $192,299 |
| GATES INDUSTRIAL CORP PLC | $422,775 | $422,775 |
| GRAMHAM HOLDINGS COMPANY | $311,275 | $311,275 |
| HAEMONETICS CORP | $301,779 | $301,779 |
| HANOVER INSURANCE GROUP INC | $336,849 | $336,849 |
| INGEVITY CORP | $211,289 | $211,289 |
| LANCASTER COLONY CORP | $365,845 | $365,845 |
| LANDSTAR SYS INC | $544,624 | $544,624 |
| MARTEN TRANSPORT LTD | $208,784 | $208,784 |
| MATSON INC W/I | $472,614 | $472,614 |
| MOELIS & CO | $588,971 | $588,971 |
| MURPHY USA INC-W/I | $431,505 | $431,505 |
| NEW MARKET CORPORATION | $370,373 | $370,373 |
| PRICESMART INC | $258,813 | $258,813 |
| QUALYS INC | $316,757 | $316,757 |
| REVOLVE GROUP INC | $511,794 | $511,794 |
| SOMNIGROUP INTERNATIONAL INC. | $524,836 | $524,836 |
| TREDEGAR CORPORATION | $30,927 | $30,927 |
| UNIFIRST CORP | $202,399 | $202,399 |
| VONTIER CORP-W/I | $448,289 | $448,289 |
| WHITE MOUNTAINS INSURANCE GRP | $702,167 | $702,167 |
| AIR PRODUCTS & CHEMICALS INC | $1,066,477 | $1,066,477 |
| ALPHABET INC/CA-CL C | $1,662,541 | $1,662,541 |
| ALTRIA GROUP INC | $591,504 | $591,504 |
| APPLE INC | $1,598,431 | $1,598,431 |
| BERKSHIRE HATHAWAY INC CLASS B | $1,544,778 | $1,544,778 |
| BLACKROCK FUNDING INC/DE | $1,222,956 | $1,222,956 |
| BRUKER CORP | $637,727 | $637,727 |
| CHEVRON CORPORATION | $544,309 | $544,309 |
| CHUBB LTD | $705,394 | $705,394 |
| CHURCH & DWIGHT INC | $628,679 | $628,679 |
| FEDEX CORPORATION | $719,361 | $719,361 |
| FISERV INC | $1,074,141 | $1,074,141 |
| HOME DEPOT INC | $837,106 | $837,106 |
| JOHNSON & JOHNSON | $430,823 | $430,823 |
| LOWES COMPANIES INC | $455,099 | $455,099 |
| MARTIN MARIETTA MATLS INC | $693,143 | $693,143 |
| NESTLE S.A. SPONSORED ADR REPSTG REG SH | $474,023 | $474,023 |
| NEW MARKET CORPORATION | $686,327 | $686,327 |
| NORFOLK SOUTHERN CORP | $912,748 | $912,748 |
| O REILLY AUTOMOTIVE INC | $493,293 | $493,293 |
| OLD DOMINION FGHT LINES INC | $447,174 | $447,174 |
| PROGRESSIVE CORP OHIO | $1,171,214 | $1,171,214 |
| REPUBLIC SVCS INC | $762,875 | $762,875 |
| SCHWAB CHARLES CORP NEW | $783,322 | $783,322 |
| STARBUCKS CORP | $606,174 | $606,174 |
| TE CONNECTIVITY PLC | $627,066 | $627,066 |
| TEXAS INSTRUMENTS INC | $727,164 | $727,164 |
| VISA INC CLASS A SHARES | $1,006,171 | $1,006,171 |
| COMCAST CORPORATION CL A | $853,432 | $853,432 |
| LOCKHEED MARTIN CORP | $962,161 | $962,161 |
| DEERE & CO | $965,612 | $965,612 |
| INTERNATIONAL BUSINESS MACHS CORP | $1,019,572 | $1,019,572 |
| CONOCOPHILLIPS | $747,841 | $747,841 |
| CATERPILLAR INC | $771,228 | $771,228 |
| HONEYWELL INTL INC | $798,973 | $798,973 |
| GENERAL MOTORS CO | $721,223 | $721,223 |
| T-MOBILE US INC | $778,735 | $778,735 |
| CHEVRON CORPORATION | $455,232 | $455,232 |
| MARATHON PETROLEUM CORP | $547,677 | $547,677 |
| PAYPAL HOLDINGS INC-W/I | $546,069 | $546,069 |
| 3M COMPANY | $430,644 | $430,644 |
| PACCAR INC | $351,380 | $351,380 |
| LYONDELLBASELL INDUSTRIES N.V. | $295,520 | $295,520 |
| JOHNSON & JOHNSON | $333,204 | $333,204 |
| AMERICAN EXPRESS CO | $355,851 | $355,851 |
| GENERAL MILLS INC | $270,767 | $270,767 |
| NEXTERA ENERGY INC | $251,704 | $251,704 |
| SOUTHERN CO | $255,192 | $255,192 |
| VALERO ENERGY CORP | $246,774 | $246,774 |
| KRAFT HEINZ CO/THE | $221,634 | $221,634 |
| STEEL DYNAMICS INC | $262,703 | $262,703 |
| EXPEDITORS INTERNATIONAL WASHINGTON INC | $220,322 | $220,322 |
| JABIL INC | $227,650 | $227,650 |
| EBAY INC | $222,772 | $222,772 |
| WILLIAMS COMPANIES INC | $283,968 | $283,968 |
| PULTE GROUP INC | $220,087 | $220,087 |
| MGM RESORTS INTERNATIONAL | $161,919 | $161,919 |
| RELIANCE INC | $193,059 | $193,059 |
| NVR INC | $171,757 | $171,757 |
| BRISTOL MYERS SQUIBB CO | $154,861 | $154,861 |
| INTERPUBLIC GROUP COMPANIES INC | $152,793 | $152,793 |
| CF INDUSTRIES HOLDINGS INC | $186,510 | $186,510 |
| SERVICE CORP INTERNATIONAL | $198,752 | $198,752 |
| TARGET CORP | $175,869 | $175,869 |
| WALMART INC | $337,457 | $337,457 |
| NRG ENERGY INC. | $182,696 | $182,696 |
| CARLISLE COMPANIES INC | $202,862 | $202,862 |
| PHILLIPS 66 | $142,185 | $142,185 |
| PROCTER & GAMBLE CO | $215,598 | $215,598 |
| MARTIN MARIETTA MATLS INC | $134,290 | $134,290 |
| BUILDERS FIRSTSOURCE INC | $342,460 | $342,460 |
| DARDEN RESTAURANTS INC W I | $175,302 | $175,302 |
| DOMINION ENERGY INC | $128,941 | $128,941 |
| EXPEDIA GROUP INC | $184,094 | $184,094 |
| WELLS FARGO & COMPANY | $155,441 | $155,441 |
| AMGEN INC | $135,533 | $135,533 |
| EQUITABLE HOLDINGS INC | $138,538 | $138,538 |
| CORPAY INC | $126,569 | $126,569 |
| DISNEY WALT CO | $116,695 | $116,695 |
| LENNAR CORP CLASS A | $92,186 | $92,186 |
| TEXTRON INC | $106,015 | $106,015 |
| ARCH CAPITAL GROUP LTD | $98,445 | $98,445 |
| SYSCO CORP | $104,444 | $104,444 |
| EOG RES INC | $109,709 | $109,709 |
| FLEX LTD | $115,516 | $115,516 |
| OLD REPUBLIC INTERNATIONAL CORP | $143,928 | $143,928 |
| TOLL BROTHERS INC | $81,364 | $81,364 |
| VERIZON COMMUNICATIONS INC | $92,617 | $92,617 |
| FOX CORP - CLASS A - W/I | $126,794 | $126,794 |
| AUTONATION INC | $146,402 | $146,402 |
| DAVITA INC | $85,543 | $85,543 |
| WYNDHAM HOTELS & RESORTS I | $117,521 | $117,521 |
| TRIMBLE INCORPORATED | $94,260 | $94,260 |
| PRICE T ROWE GROUP INC | $71,134 | $71,134 |
| MURPHY USA INC-W/I | $77,771 | $77,771 |
| ONEMAIN HOLDINGS INC | $97,379 | $97,379 |
| RALPH LAUREN CORP | $91,006 | $91,006 |
| EASTMAN CHEM CO | $64,929 | $64,929 |
| SCIENCE APPLICATIONS INTE-WI | $66,062 | $66,062 |
| AFFILIATED MANAGERS GROUP INC | $90,981 | $90,981 |
| SMITH A O CORP COMMON | $61,184 | $61,184 |
| MGIC INVT CORP WIS | $99,724 | $99,724 |
| TOPBUILD CORP | $56,353 | $56,353 |
| COCA COLA CONSOLIDATED INC | $65,519 | $65,519 |
| DICK'S SPORTING GOODS INC. | $70,940 | $70,940 |
| MERCK & CO INC | $83,066 | $83,066 |
| TD SYNNEX CORP | $60,868 | $60,868 |
| WILLIAMS SONOMA INC | $64,257 | $64,257 |
| ROBERT HALF INC | $56,791 | $56,791 |
| ANTERO MIDSTREAM CORP | $63,182 | $63,182 |
| BOISE CASCADE CO | $51,348 | $51,348 |
| KB HOME | $64,931 | $64,931 |
| CORE & MAIN INC-CLASS A | $62,925 | $62,925 |
| BEST BUY CO INC | $52,081 | $52,081 |
| PVH CORP | $52,452 | $52,452 |
| HYATT HOTELS CORP CL A | $51,803 | $51,803 |
| FMC CORPORATION NEW | $37,089 | $37,089 |
| EAGLE MATERIALS INC | $41,456 | $41,456 |
| EVERCORE INC CL A | $102,837 | $102,837 |
| FEDEX CORPORATION | $44,931 | $44,931 |
| CNH INDUSTRIAL NV | $40,561 | $40,561 |
| GRAPHIC PACKAGING HLDG CO | $40,333 | $40,333 |
| AMCOR PLC | $39,042 | $39,042 |
| WEX INC | $42,252 | $42,252 |
| CABOT CORP | $38,533 | $38,533 |
| BOYD GAMING CORP | $41,638 | $41,638 |
| INGREDION INC | $37,967 | $37,967 |
| TARGA RESOURCES CORP | $76,041 | $76,041 |
| UNIVERSAL HEALTH SERVICES INC CLASS B | $29,784 | $29,784 |
| ROYALTY PHARMA PLC- CL A | $32,168 | $32,168 |
| PRIMERICA INC | $25,513 | $25,513 |
| CHAMPIONX CORPORATION | $19,223 | $19,223 |
| BORG WARNER INC. | $19,614 | $19,614 |
| REYNOLDS CONSUMER PRODUCTS I | $16,572 | $16,572 |
| DILLARDS INC | $13,816 | $13,816 |
| OMNICOM GROUP | $9,378 | $9,378 |
| WILLSCOT HOLDINGS CORP CL A | $7,794 | $7,794 |
| OVINTIV INC | $7,330 | $7,330 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACADIAN GLOBAL MANAGED () VOLATILITY EQUITY FUND, LLC | FMV | $16,721,124 | $16,721,124 |
| AMER FNDS EUROPAC GROW-F3 (FEUPX) | FMV | $23,356,056 | $23,356,056 |
| DFA EMERGING MARKETS SML CAP (DEMSX) | FMV | $7,676,906 | $7,676,906 |
| DFA US SMALL CAP VALUE PORTFOLIO | FMV | $12,955,219 | $12,955,219 |
| FIDELITY SM CAP INDEX-FAI (FSSNX) | FMV | $13,741,541 | $13,741,541 |
| PIMCO RAE INTERNATIONAL FUND (PPYIX) | FMV | $23,424,328 | $23,424,328 |
| VANGUARD 500 INDEX #540 (VFIAX) | FMV | $19,350,197 | $19,350,197 |
| VANGUARD GLOBAL MIN VOL-ADM (VMNVX) | FMV | $13,331,750 | $13,331,750 |
| VANGUARD INTL EXPLORER FUND (VINEX) | FMV | $11,764,988 | $11,764,988 |
| NINETY ONE EMRG MRKT EQTY-I | FMV | $7,912,871 | $7,912,871 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| PROPERTY AND EQUIPMENT | $5,940 | $5,561 | $379 |
| PROPERTY AND EQUIPMENT | $21,773 | $21,773 | $0 |
| PROPERTY AND EQUIPMENT | $129,623 | $92,803 | $36,820 |
| PROPERTY AND EQUIPMENT | $11,618 | $5,073 | $6,545 |
| PROPERTY AND EQUIPMENT | $14,103 | $2,116 | $11,987 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $67,366 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $67,366 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DEPOSITS | $334 | $334 | $334 |
| OPERATING LEASE - RIGHT OF USE ASSET | $605,546 | $598,839 | $598,839 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 BOOK/TAX DIFFERENCE | Desc |
| Amt | $1,285,730 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MARKETING | $64,620 | $0 | $64,620 |
| POSTAGE AND SHIPPING | $1,524 | $0 | $1,524 |
| INSURANCE | $27,788 | $0 | $27,788 |
| INTERNET ACCESS FEES | $8,047 | $0 | $8,047 |
| SOFTWARE MAINTENANCE | $44,467 | $1,364 | $43,103 |
| EQUIPMENT RENTAL & MAINTENANCE | $8,897 | $0 | $8,897 |
| RECORDS STORAGE | $2,590 | $647 | $1,943 |
| OFFICE | $10,823 | $0 | $10,823 |
| PAYROLL PROCESSING | $6,774 | $24 | $6,750 |
| DUES & SUBSCRIPTIONS | $7,538 | $0 | $7,538 |
| STAFF TRAINING | $14,903 | $0 | $14,903 |
| MISC | $10,334 | $769 | $9,565 |
| K-1 PORTFOLIO DEDUCTION - PASS-THROUGHS | $13,011 | $13,011 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| REIMBURSEMENT | $84,000 | $84,000 |
| OTHER INCOME | $1,134 | $1,134 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN ON INVESTMENTS | $6,842,373 |
| ASSETS TRANSFERRED DUE TO MERGER | $17,033,317 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PENSION OBLIGATION | Desc |
| BOY Book Value | $448,738 | BOYBookValueAmt |
| EOY Book Value | $198,812 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PENSION FEES | $220 | $0 | $220 |
| CONSULTING | $175,984 | $0 | $175,984 |
| INVESTMENT MANAGEMENT FEES | $826,907 | $826,907 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $69,813 | $171 | $69,642 |
| EXCISE TAXES | $178,335 | $0 | $0 |
| K-1 ACADIAN GLOBAL | $27,806 | $27,806 | $0 |
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