NATIONAL MACHINERY FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- NATIONAL MACHINERY FOUNDATION INC (EIN 34-6520191)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-10-27
- IRS object ID
- 201623019349100607
- Schema version
- 2015v2.1
- 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 Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-10-27T15:01:27-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341403315 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KNUEVEN SCHROEDER & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1035 NORTH MAIN STREET | AddressLine1Txt |
| City | FINDLAY | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45840 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 346520191 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL MACHINERY FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | 14012 | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NATI | BusinessNameControlTxt |
| Phone | 4194475211 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 747 | AddressLine1Txt |
| City | TIFFIN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 448830747 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LARRY BAKER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4194475211 | PhoneNum |
| Signature | 2016-08-22 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TIMOTHY J GEPHART CPA | PreparerPersonNm |
| PTIN | P00035086 | PTIN |
| Phone | 4194228111 | PhoneNum |
| Preparation | 2016-10-20 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $16,219,197 | 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 | $508,747 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $508,747 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $499,516 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,681,499 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $499,516 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$1,419,335 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,665 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | -$411,072 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,010,928 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $18,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $18,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,266 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $5,266 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $73,559 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $73,559 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $9,570 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $2,209 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $374 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,811 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $108,604 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $73,933 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $25,077 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $917,847 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $819,180 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,026,451 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $73,933 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $844,257 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,437,523 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $936,995 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $35,053 | CashBOYAmt |
| Cash EOY | $215,643 | CashEOYAmt |
| Cash EOYFMV | $215,643 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $836,859 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $411,740 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $411,740 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,897,398 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,583,314 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,583,314 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $10,767,215 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $12,000,496 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $12,000,496 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $10,778 | OtherAssetsBOYAmt |
| Other Assets EOY | $8,004 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $8,004 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $17,547,303 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,219,197 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,219,197 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $1,125,083 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,206,350 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $23,892 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $52,042 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,148,975 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,258,392 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $16,398,328 | UnrestrictedBOYAmt |
| Unrestricted EOY | $14,960,805 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,398,328 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,960,805 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,547,303 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,219,197 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,398,328 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,437,523 | ExcessRevenueOverExpensesAmt |
| Subtotal | $14,960,805 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $14,960,805 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $4,680,980 | GrossSalesPriceAmt |
| Cost Or Other Basis | $4,181,983 | CostOrOtherBasisAmt |
| Gain Or Loss | $498,997 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $498,997 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $499,516 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $498,997 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $874,442 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $17,138,025 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051023 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $801,167 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $15,917,048 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050334 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $742,637 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $14,190,554 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052333 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $698,136 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $14,022,530 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049787 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $650,497 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $13,835,242 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047017 | DistributionYr5Rt |
| Total Distribution | 0.250494 | TotalDistributionRt |
| Average Distribution | 0.050099 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $16,620,752 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $832,683 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $9,370 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $842,053 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $844,257 | 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 | $9,370 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $9,370 | SubtotalAmt |
| Tax Based On Investment Income | $9,370 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $11,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,630 | OverpaymentAmt |
| Applied To ES Tax | $1,630 | AppliedToESTaxAmt |
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 | LARRY BAKER | IndividualWithBooksNm |
| Phone | 4194475211 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 747 | AddressLine1Txt |
| City | TIFFIN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 448831747 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 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 |
|---|---|---|---|---|---|---|---|---|
| LARRY BAKER | ||||||||
| PO BOX 747 | TIFFIN | OH | 44883 | PRESIDENT | 10.00 | $18,000 | $0 | $0 |
| ANDREW KALNOW | ||||||||
| PO BOX 747 | TIFFIN | OH | 44883 | CHAIRMAN | 1.00 | $0 | $0 | $0 |
| PATRICIA HILLMER | ||||||||
| PO BOX 747 | TIFFIN | OH | 44883 | VICE PRESIDE | 1.00 | $0 | $0 | $0 |
| JOHN BOLTE | ||||||||
| PO BOX 747 | TIFFIN | OH | 44883 | SECRETARY/TR | 1.00 | $0 | $0 | $0 |
| LORETTA KAPLAN | ||||||||
| PO BOX 747 | TIFFIN | OH | 44883 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CARL KALNOW | ||||||||
| PO BOX 747 | TIFFIN | OH | 44883 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DREW KALNOW | ||||||||
| PO BOX 747 | TIFFIN | OH | 44883 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| RICH FOCHT | ||||||||
| PO BOX 747 | TIFFIN | OH | 44883 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
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 | $16,124,212 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $749,648 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,873,860 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $16,873,860 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $253,108 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,620,752 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $831,038 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $831,038 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,370 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,370 | TotalTaxAmt |
| Distributable Before Adj | $821,668 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $821,668 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $821,668 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $844,257 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $844,257 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $9,370 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $834,887 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $821,668 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $14,951 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $49,719 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $26,707 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $38,931 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $130,308 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $844,257 | QualifyingDistributionsAmt |
| Applied To Current Year | $821,668 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $22,589 | RemainingDistriFromCorpusAmt |
| Total Corpus | $152,897 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $152,897 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $14,951 | ExcessFromYear4Amt |
| Excess From Year3 | $49,719 | ExcessFromYear3Amt |
| Excess From Year2 | $26,707 | ExcessFromYear2Amt |
| Excess From Year1 | $38,931 | ExcessFromYear1Amt |
| Excess From Current Year | $22,589 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LARRY BAKER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 747 | AddressLine1Txt |
| City | TIFFIN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44883 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4194432306 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN LETTER DESCRIBING NATURE, NEED AND QUALIFICATIONS OF EDUCATIONAL OR CHARITABLE PURPOSE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE ALTHOUGH MANY WILL REQUIRE TIME FOR BOARD APPROVAL | SubmissionDeadlinesTxt |
| Restrictions On Awards | SENECA COUNTY IN OHIO FOR CHARITABLE OR EDUCATIONAL PURPOSES | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (83 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION NW OHIO | |||||
| 2500 N REYNOLDS RD | TOLEDO | OH | 43615 | UNRESTRICTED | $500 |
| AMERICAN CANCER SOCIETY | |||||
| TIFFIN SPONSORSHIP//740 C | PERRYSBURG | OH | 43551 | UNRESTRICTED | $500 |
| AMERICAN CIVIL WAR MUSEUM OF OHIO | |||||
| 217 S WASHINGTON ST | TIFFIN | OH | 44883 | UNRESTRICTED | $750 |
| AMERICAN CIVIL WAR MUSEUM OF OHIO | |||||
| 218 S WASHINGTON ST | TIFFIN | OH | 44884 | UNRESTRICTED | $2,000 |
| BASCOM FIRE FOUNDATION | |||||
| PO BOX 132 | BASCOM | OH | 44809 | UNRESTRICTED | $300 |
| BLOOMVILLE FOOD PANTRY | |||||
| 26 E NEW HAVEN ST | BLOOMVILLE | OH | 44818 | UNRESTRICTED | $1,500 |
| CALVERT CATHOLIC SCHOOLS | |||||
| 152 MADISON ST | TIFFIN | OH | 44883 | UNRESTRICTED | $2,250 |
| CASA OF SENECA SANDUSKY AND WYANDO | |||||
| 21 COURT ST | TIFFIN | OH | 44883 | UNRESTRICTED | $10,000 |
| TIFFIN COLUMBIAN HIGH SCHOOL | |||||
| 300 S MONROE ST | TIFFIN | OH | 44883 | UNRESTRICTED | $1,000 |
| FACT | |||||
| PO BOX 624 | TIFFIN | OH | 44883 | UNRESTRICTED | $2,000 |
| FIRST CALL FOR HELP | |||||
| 201 S WASHINGTON ST PO | TIFFIN | OH | 44883 | UNRESTRICTED | $310 |
| FIRST CALL FOR HELP | |||||
| 202 S WASHINGTON ST PO | TIFFIN | OH | 44884 | UNRESTRICTED | $2,500 |
| FIRST STEP | |||||
| PO BOX 1103 | FOSTORIA | OH | 44830 | UNRESTRICTED | $20,000 |
| HEIDELBERG UNIVERSITY | |||||
| 310 E MARKET ST | TIFFIN | OH | 44883 | UNRESTRICTED | $3,000 |
| SENECA HOMELESS COALITION | |||||
| 65 GRACE ST | TIFFIN | OH | 448831410 | UNRESTRICTED | $4,000 |
| HOPEWELL LOUDON HIGH SCHOOL | |||||
| 181 N COUNTY RD 7 | BASCOM | OH | 44809 | CITIZENSHIP AWARDS | $1,500 |
| JUNIOR ACHIEVEMENT | |||||
| 2239 CHEYENNE BLVD | TOLEDO | OH | 436141701 | UNRESTRICTED | $3,000 |
| KIDNEY FOUNDATION OF NORTHWEST OHIO | |||||
| 3100 W CENTRAL AVENUE SUI | TOLEDO | OH | 43606 | UNRESTRICTED | $1,000 |
| LEADERSHIP SENECA COUNTY | |||||
| PO BOX 235 | TIFFIN | OH | 44883 | UNRESTRICTED | $7,500 |
| MERCY TIFFIN FOUNDATION | |||||
| 45 ST LAWRENCE DR | TIFFIN | OH | 44883 | UNRESTRICTED | $500 |
| MOHAWK HIGH SCHOOL | |||||
| 605 OHIO 231 | SYCAMORE | OH | 44882 | CITIZENSHIP AWARDS | $1,500 |
| NCOESC | |||||
| 928 W MARKET ST | TIFFIN | OH | 44883 | UNRESTRICTED | $1,000 |
| NCOESC | |||||
| 929 W MARKET ST | TIFFIN | OH | 44884 | UNRESTRICTED | $15,643 |
| NEW RIEGEL | |||||
| 44 N PERRY ST | NEW RIEGEL | OH | 44853 | CITIZENSHIP AWARDS | $750 |
| OFIC | |||||
| 250 E BROAD ST SUITE | COLUMBUS | OH | 432153722 | UNRESTRICTED | $2,000 |
| OHIO FFA FOUNDATION | |||||
| 717-A EAST 17TH AVENUE | COLUMBUS | OH | 43202 | UNRESTRICTED | $500 |
| OLD FORT | |||||
| 7635 N COUNTY RD 51 | OLD FORT | OH | 44861 | CITIZENSHIP AWARDS | $1,250 |
| RB HAYES PRESIDENTIAL CENTER | |||||
| RUTHERFORD B HAYES PRESID | FREMONT | OH | 434209992 | UNRESTRICTED | $10,000 |
| SAINT VINCENT DEPAUL | |||||
| 184 S WASHINGTON ST | TIFFIN | OH | 44883 | UNRESTRICTED | $11,500 |
| SENECA COUNTY CHAPLAIN CORPS | |||||
| PO BOX 352 | TIFFIN | OH | 44883 | UNRESTRICTED | $795 |
| SENECA COUNTY HOMELESS COALITION | |||||
| 65 GRACE ST | TIFFIN | OH | 448831410 | UNRESTRICTED | $3,000 |
| SENECA COUNTY JR FAIR | |||||
| 100 HOPEWELL AVE | TIFFIN | OH | 44883 | UNRESTRICTED | $1,000 |
| SENECA EAST HIGH SCHOOL | |||||
| 13343 US 224 | ATTICA | OH | 44807 | CITIZENSHIP AWARDS | $1,750 |
| SENECA EAST PUBLIC LIBRARY | |||||
| 14 N MAIN STREET//PO BOX | ATTICA | OH | 44807 | UNRESTRICTED | $445 |
| SENECA HABITAT FOR HUMANITY | |||||
| 65 GRACE ST | TIFFIN | OH | 44883 | UNRESTRICTED | $30,000 |
| SIEDC CO JAZZIN TIFFIN | |||||
| 19 W MARKET ST SUITE C | TIFFIN | OH | 44883 | UNRESTRICTED | $5,000 |
| SISTERS IN SHELTER | |||||
| 200 ST FRANCIS AVE | TIFFIN | OH | 44883 | UNRESTRICTED | $10,000 |
| ST FRANCIS SENIOR MINISTRIES | |||||
| 182 ST FRANCIS AVE | TIFFIN | OH | 44883 | UNRESTRICTED | $25,000 |
| ST JOSEPH FESTIVAL | |||||
| 36 MELMORE ST | TIFFIN | OH | 44883 | UNRESTRICTED | $3,000 |
| THE LEAGUE OF WOMEN VOTERS | |||||
| PO BOX 174 | TIFFIN | OH | 44883 | UNRESTRICTED | $300 |
| THE RITZ THEATRE | |||||
| 30 S WASHINGTON ST | TIFFIN | OH | 44883 | UNRESTRICTED | $10,000 |
| THE RITZ THEATRE | |||||
| 31 S WASHINGTON ST | TIFFIN | OH | 44884 | UNRESTRICTED | $100,000 |
| THE SALAVATION ARMY | |||||
| BOX 341 | TIFFIN | OH | 44883 | UNRESTRICTED | $2,500 |
| TIFFIN AREA BABE RUTH LEAGUE | |||||
| PO BOX 592 | TIFFIN | OH | 44883 | UNRESTRICTED | $500 |
| TIFFIN BAND BOOSTERS | |||||
| PO BOX 461 | TIFFIN | OH | 448830461 | UNRESTRICTED | $5,000 |
| TIFFIN BAND BOOSTERS | |||||
| PO BOX 461 | TIFFIN | OH | 448830461 | UNRESTRICTED | $15,000 |
| TIFFIN BAND BOOSTERS | |||||
| PO BOX 461 | TIFFIN | OH | 448830461 | UNRESTRICTED | $21,000 |
| TIFFIN CALVERT | |||||
| 357 S WASHINGTON ST | TIFFIN | OH | 44883 | CITIZENSHIP AWARDS | $1,230 |
| TIFFIN CITY SCHOOLS | |||||
| 244 S MONROE ST | TIFFIN | OH | 44883 | UNRESTRICTED | $25,000 |
| TIFFIN CITY SCHOOLS | |||||
| 245 S MONROE ST | TIFFIN | OH | 44884 | UNRESTRICTED | $1,000 |
| TIFFIN CITY SCHOOLS | |||||
| 246 S MONROE ST | TIFFIN | OH | 44885 | UNRESTRICTED | $875 |
| TIFFIN COLUMBIAN HIGH SCHOOL | |||||
| 300 S MONROE ST | TIFFIN | OH | 44883 | CITIZENSHIP AWARDS | $6,000 |
| TIFFIN COMMUNITY YMCA | |||||
| 180 SUMMIT STREET | TIFFIN | OH | 44883 | UNRESTRICTED | $500 |
| TIFFIN COMMUNITY YMCA | |||||
| 181 SUMMIT STREET | TIFFIN | OH | 44884 | UNRESTRICTED | $125,000 |
| TIFFIN FIRE FIGHTERS | |||||
| PO BOX 453 | TIFFIN | OH | 44883 | UNRESTRICTED | $1,800 |
| TIFFIN MUSIC AND ART FESTIVAL INC | |||||
| PO BOX 591 | TIFFIN | OH | 44883 | UNRESTRICTED | $2,000 |
| TIFFIN STADIUM FUND OF THE TIFFIN C | |||||
| 68 S WASHINGTON ST | TIFFIN | OH | 44883 | UNRESTRICTED | $83,332 |
| TIFFIN UNIVERSITY | |||||
| 155 MIAMI ST | TIFFIN | OH | 44883 | UNRESTRICTED | $50,000 |
| TIFFIN-SENECA HERITAGE FESTIVAL | |||||
| PO BOX 5095 | TIFFIN | OH | 44883 | UNRESTRICTED | $1,500 |
| TIFFIN-SENECA PUBLIC LIBRARY | |||||
| 77 JEFFERSON ST | TIFFIN | OH | 44883 | UNRESTRICTED | $1,677 |
| TIFFIN-SENECA TEEN CENTER | |||||
| PO BOX 1063 | TIFFIN | OH | 44883 | UNRESTRICTED | $10,000 |
| TIFFIN-SENECA UNITED WAY | |||||
| PO BOX 368//201 S WASHING | TIFFIN | OH | 44883 | UNRESTRICTED | $50,000 |
| TIFFIN-SENECA UNITED WAY | |||||
| PO BOX 368//201 S WASHING | TIFFIN | OH | 44884 | UNRESTRICTED | $50,000 |
| WBGU-TV | |||||
| BOWLING GREEN STATE UNIVE | BOWLING GREEN | OH | 434029987 | UNRESTRICTED | $1,000 |
| WGTE PUBLIC MEDIA | |||||
| 1270 S DETROIT AVE//PO | TOLEDO | OH | 43614 | UNRESTRICTED | $500 |
| WSOS | |||||
| PO BOX 590//109 SOUTH | FREMONT | OH | 43420 | UNRESTRICTED | $1,500 |
| UNIVERSITY OF FINDLAY | |||||
| 1000 NORTH MAIN STREET | FINDLAY | OH | 45840 | SCHOLARSHIPS | $1,000 |
| UNIVERSITY OF TOLEDO | |||||
| MAIL STOP 314//2801 W BAN | TOLEDO | OH | 436063390 | SCHOLARSHIPS | $500 |
| TIFFIN UNIVERSITY | |||||
| 155 MIAMI ST | TIFFIN | OH | 44883 | SCHOLARSHIPS | $500 |
| UNIVERSITY OF TOLEDO | |||||
| MAIL STOP 314//2801 W BAN | TOLEDO | OH | 436063390 | SCHOLARSHIPS | $2,000 |
| PURDUE UNIVERSITY | |||||
| BURSAR-OUTSIDE AWARDS//61 | WEST LAFAYETTE | IN | 479072040 | SCHOLARSHIPS | $2,000 |
| UNIVERSITY OF TOLEDO | |||||
| MAIL STOP 314//2801 W BAN | TOLEDO | OH | 436063390 | SCHOLARSHIPS | $3,750 |
| UNIVERSITY OF TOLEDO | |||||
| MAIL STOP 314//2801 W BAN | TOLEDO | OH | 436063390 | SCHOLARSHIPS | $3,750 |
| WRIGHT STATE UNIVERSITY | |||||
| OFFICE OF FINANCIAL AID// | DAYTON | OH | 45435 | SCHOLARSHIPS | $1,000 |
| OHIO UNIVERSITY | |||||
| 010 CHUBB HALL | ATHENS | OH | 45701 | SCHOLARSHIPS | $2,000 |
| THE UNIVERSITY OF AKRON | |||||
| 302 E BUCHTEL AVE | AKRON | OH | 44325 | SCHOLARSHIPS | $3,750 |
| UNIVERSITY OF FINDLAY | |||||
| 1000 NORTH MAIN STREET | FINDLAY | OH | 45840 | SCHOLARSHIPS | $1,000 |
| UNIVERSITY OF TOLEDO | |||||
| MAIL STOP 314//2801 W BAN | TOLEDO | OH | 436063390 | SCHOLARSHIPS | $500 |
| YOUNGSTOWN STATE UNIVERSITY | |||||
| FINANCIAL AID//ONE UNIVER | YOUNGSTOWN | OH | 44555 | SCHOLARSHIPS | $500 |
| BOWLING GREEN STATE UNIVERSITY | |||||
| OFFICE OF BURSAR//1001 E | BOWLING GREEN | OH | 434030100 | SCHOLARSHIPS | $500 |
| UNIVERSITY OF NOTRE DAME | |||||
| NOTRE DAME | NOTRE DAME | IN | 46556 | SCHOLARSHIPS | $3,750 |
| UNIVERSITY OF TOLEDO | |||||
| MAIL STOP 314//2801 W BAN | TOLEDO | OH | 436063390 | SCHOLARSHIPS | $1,000 |
| INDIVIDUAL ASSISTANCE - 74 GRANTS | |||||
| PO BOX 747 | TIFFIN | OH | 448830747 | INDIVIDUAL IN NEED | $36,223 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $819,180 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $508,747 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $4 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $499,516 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (5 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| SECURITIES LITIGATION PROCE | $2,661 |
| UNREALIZED GAIN (LOSS) | -$1,413,508 |
| THE BLACKSTONE GROUP LP | $104 |
| ENERGY TRANSFER PARTNERS | -$8,602 |
| THE CARLYLE GROUP | $6 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$411,072 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$411,072 | 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 | ACCOUNTING | CategoryTxt |
| Amt | $5,266 | Amt |
| Disbursements Charitable Prps | $5,266 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCK | StockNm |
| EOY Book Value | $3,583,314 | EOYBookValueAmt |
| EOYFMV | $3,583,314 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FIXED INCOME - MUTUAL FUNDS | FMV | $908,531 | $908,531 |
| FIXED INCOME - ETF | FMV | $1,524,478 | $1,524,478 |
| EQUITIES - OTHER | FMV | $90,890 | $90,890 |
| EQUITIES - MUTUAL FUNDS | FMV | $3,521,508 | $3,521,508 |
| EQUITIES - ETF | FMV | $5,955,089 | $5,955,089 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT INCOME RECEIVABLE | $10,489 | $6,374 | $6,374 |
| PREPAID EXCISE TAX | $289 | $1,630 | $1,630 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| SUPPLIES | $1,804 | $1,805 | |
| K-1 EXPENSES | $405 | $6 | $374 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ENERGY TRANSFER PARTNERS LP | $2 | $2 |
| THE BLACKSTONE GROUP | $2 | $2 |
| SECURITIES LITIGATION PROCEED | $2,661 | $2,661 |
| UNREALIZED GAIN (LOSS) | -$1,413,508 | |
| THE BLACKSTONE GROUP LP | $104 | |
| ENERGY TRANSFER PARTNERS | -$8,602 | |
| THE CARLYLE GROUP | $6 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SCHOLARSHIP PAYABLE | Desc |
| BOY Book Value | $23,892 | BOYBookValueAmt |
| EOY Book Value | $52,042 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $73,559 | Amt |
| Net Investment Income | $73,559 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| EXCISE TAX ON INVESTMENT INCOME | $9,370 |
| OHIO ATTORNEY GENERALS OFFICE | $200 |
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