GPD GROUP EMPLOYEES FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- GPD GROUP EMPLOYEES FOUNDATION INC (EIN 46-3799183)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-08-15
- IRS object ID
- 201602289349100010
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-08-15T08:35:17-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 363168081 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIKICH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1735 MERRIMAN ROAD | AddressLine1Txt |
| City | AKRON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 443139007 | 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 | 463799183 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GPD GROUP EMPLOYEES FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GPDG | BusinessNameControlTxt |
| Phone | 3305722100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 520 S MAIN ST NO 2531 | AddressLine1Txt |
| City | AKRON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44311 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DARRIN KOTECKI | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 3305722100 | PhoneNum |
| Signature | 2016-08-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAURA B CULP | PreparerPersonNm |
| PTIN | P00050877 | PTIN |
| Phone | 3308646661 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,362,669 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $978,344 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $27,393 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $27,393 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $46,665 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $869,659 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $46,665 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $31,307 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,083,709 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $74,058 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,900 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $11,657 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,657 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,575 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $200 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $40,764 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $8,608 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $56,896 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,657 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,708 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $202,386 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $202,386 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $259,282 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,657 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $214,094 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $824,427 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $62,401 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $55,073 | CashBOYAmt |
| Cash EOY | $48,052 | CashEOYAmt |
| Cash EOYFMV | $48,052 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $559,304 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $593,284 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $593,284 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $5,938 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $5,089 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $5,089 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $999,431 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,716,244 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,716,244 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $100 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,619,846 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,362,669 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,362,669 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,619,846 | UnrestrictedBOYAmt |
| Unrestricted EOY | $2,362,669 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,619,846 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,362,669 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,619,846 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,362,669 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,619,846 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $824,427 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,444,273 | SubtotalAmt |
| Other Decreases | $81,604 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,362,669 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (23 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 162.439 SHS AMERICAN BEACON FDS | P | 2001-01-01 | 2015-03-06 | $3,122 | $3,259 | -$137 | -$137 |
| 99.325 SHS ARTISAN FDS INC | P | 2001-01-01 | 2005-03-06 | $3,088 | $3,023 | $65 | $65 |
| 1,497.875 SHS BAIRD INTERMEDIATE BD FD | P | 2001-01-01 | 2015-03-06 | $16,641 | $16,836 | -$195 | -$195 |
| 36.360 SHS COLUMBIA ACORN INTL FD | P | 2001-01-01 | 2015-03-06 | $1,569 | $1,690 | -$121 | -$121 |
| 71.622 SHS DODGE & COX INTL STOCK FD | P | 2001-01-01 | 2015-03-06 | $3,114 | $3,055 | $59 | $59 |
| 1,097.312 SHS DODGE & COX INCOME FD | P | 2001-01-01 | 2015-03-06 | $15,187 | $15,154 | $33 | $33 |
| 91.886 SHS EAGLE SMALL CAP GROWTH FD | P | 2001-01-01 | 2015-07-07 | $5,430 | $5,300 | $130 | $130 |
| 593.023 SHS EATON VANCE FLOATING RATE FD | P | 2001-01-01 | 2015-03-06 | $5,337 | $5,450 | -$113 | -$113 |
| 90.521 SHS GOLDMAN SACHS M/C | P | 2001-01-01 | 2015-03-06 | $3,785 | $3,990 | -$205 | -$205 |
| 134.895 SHS GOLDMAN SACHS GROWTH FD | P | 2001-01-01 | 2015-03-06 | $3,792 | $4,071 | -$279 | -$279 |
| 170.396 SHS HARDING LOEVNER INTL EQUITY | P | 2001-01-01 | 2015-03-06 | $3,118 | $3,033 | $85 | $85 |
| 76 SHS ISHARES MSCI EMERGING MKTS | P | 2001-01-01 | 2015-03-06 | $2,978 | $3,053 | -$75 | -$75 |
| 13 SHS ISHARES S&P SMALL CAP 600 VALUE ETF | P | 2001-01-01 | 2015-03-06 | $1,510 | $1,550 | -$40 | -$40 |
| 1,063.98 SHS MFS VALUE FD | P | 2001-01-01 | 2015-05-12 | $37,814 | $37,846 | -$32 | -$32 |
| 306.437 SHS MAINSTAY EPOCH GLOBAL EQUITY YIELD FD | P | 2001-01-01 | 2015-03-06 | $6,000 | $6,077 | -$77 | -$77 |
| 443.247 SHS METROPOLITAN WEST UNCONST BOND FD | P | 2001-01-01 | 2015-03-06 | $5,288 | $5,292 | -$4 | -$4 |
| 274.559 SHS T ROWE PRICE GROWTH STOCK FD | P | 2001-01-01 | 2015-03-06 | $15,117 | $14,425 | $692 | $692 |
| 1,092.697 SHS T ROWE PRICE VAULE FD INC | P | 2001-01-01 | 2015-05-12 | $38,473 | $38,441 | $32 | $32 |
| 110.770 SHS T ROWE PRICE REAL ESTATE FD | P | 2001-01-01 | 2015-03-06 | $2,982 | $3,025 | -$43 | -$43 |
| 427.064 SHS TEMPLETON GLOBAL BOND FD | P | 2001-01-01 | 2015-03-06 | $5,291 | $5,577 | -$286 | -$286 |
| 808.443 SHS TOUCHSTONE SANDS CAPITAL SELECT GROWTH FD | P | 2001-01-01 | 2015-03-06 | $15,126 | $15,158 | -$32 | -$32 |
| 627,688.920 SHS PNC ADVANTAGE INSTITUTIONAL MONEY MKT # 133 A | P | 2001-01-01 | 2015-01-31 | $627,689 | $627,689 | $0 | $0 |
| CAPITAL GAINS DIVIDENDS | P | $47,208 | $47,208 | $47,208 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $46,665 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $19,368 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $667,513 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.029015 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $13,331 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $88,179 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.151181 | DistributionYr2Rt |
| Total Distribution | 0.180196 | TotalDistributionRt |
| Average Distribution | 0.090098 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,605,895 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $144,688 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $624 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $145,312 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $214,094 | 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 | $624 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $624 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $624 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $796 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $1,200 | AppliedToEsTaxAmt |
| Total Payments And Credits | $1,996 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,372 | OverpaymentAmt |
| Applied To ES Tax | $1,372 | 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 | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.GPDFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES SHIVES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3305722100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 520 S MAIN ST STE 2531 | AddressLine1Txt |
| City | AKRON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44311 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DARRIN KOTECKI | ||||||||
| 520 SOUTH MAIN STREET SUITE 2531 | AKRON | OH | 44311 | PRESIDENT | 0.25 | $0 | $0 | $0 |
| JAMES SHIVES | ||||||||
| 520 SOUTH MAIN STREET SUITE 2531 | AKRON | OH | 44311 | TREASURER | 0.25 | $0 | $0 | $0 |
| JEFFREY EVANS | ||||||||
| 520 SOUTH MAIN STREET SUITE 2531 | AKRON | OH | 44311 | SECRETARY | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,434,382 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $195,968 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,630,350 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,630,350 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $24,455 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,605,895 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $80,295 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $80,295 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $624 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $624 | TotalTaxAmt |
| Distributable Before Adj | $79,671 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $79,671 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $79,671 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $214,094 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $214,094 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $624 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $213,470 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $79,671 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,270 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $214,094 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,270 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $79,671 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $133,153 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $133,153 | 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 | $133,153 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $133,153 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DARRIN KOTECKI | ContributingManagerNm |
| Contributing Manager | JAMES SHIVES | ContributingManagerNm |
| Contributing Manager | JEFFREY EVANS | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GPD GROUP EMPLOYEES' FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 520 SOUTH MAIN STREET | AddressLine1Txt |
| City | AKRON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44311 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3305722100 | RecipientPhoneNum |
| Form And Info And Materials | NAME OF ORGANIZATION, ADDRESS, PERSON TO CONTACT AND PHONE NUMBER, TAX EXEMPT STATUS AND IF EXEMPT BASIS FOR EXEMPTION, AMOUNT OF FUNDS REQUESTED, REASON FUNDS REQUESTED AND HOW THEY WILL BE USED, OTHER INFORMATION HELPFUL TO THE TRUSTEES IN MAKING A DETERMINATION, A COPY OF YOUR INTERNAL REVENUE TAX DETERMINATION LETTER, A LIST OF CURRENT BOARD OF TRUSTEES MEMBERS, A COPY OF YOUR MOST RECENT ANNUAL REPORT OR AUDITED FINANCIAL STATEMENT, AND MOST RECENT TAX RETURN 990. GRANT CRITERIA AND PREQUALIFICATION QUIZ IS AVAILABLE ON WEBSITE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A. | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE ONLY MADE TO QUALIFIED ORGANIZATIONS UNDER THE INTERNAL REVENUE SERVICE CODE SECTION 501(C)(3) WITH SPECIAL CONSIDERATION TO PRE SELECTED K-12 PUBLIC SCHOOL ENTITIES AND ORGANIZATIONS SERVING PUBLIC SCHOOL CHILDREN IN GRADES K-12 AND CHILDREN WITH MEDICAL AND SPECIAL NEEDS. THE FOUNDATION DOES NOT ORDINARILY MAKE COMMITMENTS FOR MULTI-YEAR GRANTS OR CONSIDER GRANTS TO ANNUAL FUND DRIVES, TO UNITS OF GOVERNMENT, OR ORGANIZATIONS WHICH ARE PRIMARILY TAX-SUPPORTED. REQUESTS FROM THE SAME ORGANIZATION CAN BE CONSIDERED ONLY ONCE DURING A TWELVE-MONTH PERIOD. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AKRON CHILDREN'S HOSPITAL | ||||||
| ONE PERKINS SQUARE | AKRON | OH | 44308 | PC | PALLIATIVE CARE PROGRAM | $5,000 |
| AKRON CHILDREN'S MUSEUM | ||||||
| 3867 WEST MARKET STREET | AKRON | OH | 44333 | PC | FOUNDATION OUTREACH PROGRAM | $1,500 |
| FIRESTONE HIGH SCHOOL | ||||||
| 333 RAMPART AVENUE | AKRON | OH | 44313 | PC | PROGRAMMING FOR SUCCESS | $12,790 |
| ANNE T CASE PTA | ||||||
| 1393 WESTVALE AVENUE | AKRON | OH | 44313 | PC | FUNDS FOR PLAYGROUND | $10,000 |
| ART SPARKS | ||||||
| 450-C PORTAGE TRAIL | CUYAHOGA FALLS | OH | 44221 | PC | HEALTH AND WELLNESS CURRICULUM | $3,000 |
| BOYS & GIRLS CLUB OF WESTERN RESERVE | ||||||
| 889 JONATHAN AVENUE | AKRON | OH | 44306 | PC | ANNUAL PROGRAM SUPPORT | $8,062 |
| BRECKSVILLE BROADVIEW HEIGHTS CITY SCHOOL DISTRICT- BOARD OF EDUCATION | ||||||
| 6638 MILL ROAD | BRECKSVILLE | OH | 44141 | PC | ANNUAL PROGRAM SUPPORT | $18,282 |
| CHILDHOOD LEAGUE INC | ||||||
| 670 SOUTH 18TH STREET | COLUMBUS | OH | 43205 | PC | ANNUAL PROGRAM SUPPORT | $2,000 |
| CLEVELAND HEARING AND SPEECH CENTER | ||||||
| 11635 EUCLID AVENUE | CLEVELAND | OH | 44106 | PC | REGIONAL INFANT HEARING PROGRAM SUPPORT | $5,000 |
| CLEVELAND SOCIETY FOR THE BLIND | ||||||
| 1909 E 101ST STREET | CLEVELAND | OH | 44106 | PC | EARLY INTERVENTION SERVICE SUPPORT | $5,000 |
| COVENTRY LOCAL SCHOOLS | ||||||
| 2910 SOUTH MAIN STREET | AKRON | OH | 44319 | PC | COMMUNITY PLAYGROUND FUNDING | $10,000 |
| DOWNS ON THE FARM | ||||||
| 12221 W RIDGE ROAD | OBERLIN | OH | 44074 | PC | OPERATIONS SUPPORT | $2,000 |
| EMBRACING FUTURES INC | ||||||
| 50 S MAIN STREET SUITE LL100 | AKRON | OH | 44308 | PC | ORTHODONTIC CARE PROGRAM SUPPORT | $5,249 |
| FIELD LOCAL SCHOOLS | ||||||
| 2900 ST RT 43 | MOGADORE | OH | 44240 | PC | LIFE SKILLS EDUCATIONAL PROGRAM SUPPORT | $5,580 |
| INVENT NOW INC | ||||||
| 3701 HIGHLAND PARK NW | NORTH CANTON | OH | 44720 | PC | CAMP INVENTION 2015 PROGRAM SUPPORT | $5,000 |
| JAMES WHITCOMB RILEY MEMORIAL ASSOCIATION | ||||||
| 30 SOUTH MERIDIAN STREET SUITE 200 | INDIANAPOLIS | IN | 46204 | PC | RILEY HOSPITAL FOR CHILDREN SCHOOL PROGRAM SUPPORT | $5,000 |
| LAKEWOOD CITY SCHOOLS | ||||||
| 1470 WARREN ROAD | LAKEWOOD | OH | 44107 | PC | TECHNOLOGY FUNDING | $10,000 |
| LEDGEVIEW ELEMENTARY SCHOOL | ||||||
| 9130 SHEPERD ROAD | MACEDONIA | OH | 44056 | PC | HISTORY PROGRAM SUPPORT | $1,166 |
| LINKING EMPLOYMENT ABILITIES AND POTENTIAL | ||||||
| 2545 LORAIN AVENUE | CLEVELAND | OH | 44113 | PC | SCHOOL TO WORK PROGRAM FOR YOUTH WITH DISABILITIES | $5,000 |
| MARION CITY SCHOOL DISTRICT | ||||||
| 420 PRESIDENTIAL DRIVE SUITE B | MARION | OH | 43302 | PC | ITECH TOOLS FOR AUTISM PROJECT | $19,522 |
| METROPOLITAN SCHOOL DISTRICT OF LAWRENCE TOWNSHIP | ||||||
| 6501 SUNNYSIDE ROAD | INDIANAPOLIS | IN | 46236 | PC | CAMP KALEIDOSCOPE SUPPORT | $20,000 |
| NATIONWIDE CHILDREN'S HOSPITAL FOUNDATION | ||||||
| 525 EAST MOUND STREET | COLUMBUS | OH | 43215 | PC | INPATIENT MUSIC THERAPY SUPPORT | $7,500 |
| PARMA CITY SCHOOL DISTRICT | ||||||
| 5311 LONGWOOD AVENUE | PARMA | OH | 44134 | PC | GIVING A VOICE TO ALL PROJECT SUPPORT | $17,000 |
| PERRY TOWNSHIP SCHOOLS | ||||||
| 6548 ORINOCO AVENUE | INDIANAPOLIS | IN | 46217 | PC | DEVELOPMENTAL PRESCHOOL PROGRAM SUPPORT | $11,355 |
| STOW MUNROE FALLS CITY SCHOOL DISTRICT | ||||||
| 7232 CURRY CIRCLE | HUDSON | OH | 44236 | PC | AMERICAN STUDIES PROGRAM SUPPORT | $1,380 |
| TALLMADGE MIDDLE SCHOOL | ||||||
| 2241 CROCKETT CIRCLE | STOW | OH | 44224 | PC | TEACHING ENHANCEMENTS SUPPORT | $1,000 |
| UNIVERSITY HOSPITALS HEALTH SYSTEMS INC | ||||||
| 11100 EUCLID AVENUE | CLEVELAND | OH | 44106 | PC | SCHOOL INTERVENTION SPECIALIST PROGRAM SUPPORT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $202,386 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27,393 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $46,665 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GOLF OUTING FUNDRAISER | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $31,307 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $105,365 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $105,365 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (24 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Payroll ContributionPayrollContributionInd |
|---|---|---|---|---|---|---|---|
| JOSEPH R AND MARY JO CIUNI | |||||||
| 1 | 23549 STANDFORD ROAD | SHAKER HEIGHTS | OH | 44122 | $20,000 | Yes (X) | |
| MOHAMED DARWISH AND DIANA STEWART | |||||||
| 2 | 3673 SANCTUARY DRIVE | AKRON | OH | 44333 | $57,000 | Yes (X) | |
| JEFFREY D EVANS | |||||||
| 3 | 1148 WOODSVIEW DRIVE | AKRON | OH | 44313 | $51,194 | Yes (X) | Yes (X) |
| WALID GEMAYEL | |||||||
| 4 | 1305 COLLINS WAY | WORTHINGTON | OH | 43085 | $29,000 | Yes (X) | |
| DAVID AND SUSAN GRANGER | |||||||
| 5 | 2872 BYRON DRIVE | NORTH CANTON | OH | 44720 | $35,971 | Yes (X) | Yes (X) |
| JOSEPH AND VICKI KIDDER | |||||||
| 6 | 2146 FOREST OAK DRIVE | AKRON | OH | 44312 | $31,290 | Yes (X) | Yes (X) |
| KATHLEEN AND DARRIN KOTECKI | |||||||
| 7 | 7232 CURRY CIRCLE | HUDSON | OH | 44236 | $48,726 | Yes (X) | Yes (X) |
| PATRICK M MCADAMS | |||||||
| 8 | 2443 CREEKSIDE CHASE DRIVE | MEDINA | OH | 44256 | $31,065 | Yes (X) | Yes (X) |
| TREVER G POWERS | |||||||
| 9 | 708 COUNTRYWOOD DRIVE | NOBLESVILLE | IN | 46060 | $37,865 | Yes (X) | Yes (X) |
| MARK AND JULIE SALOPEK | |||||||
| 10 | 3638 WEST GALLOWAY DRIVE | RICHFIELD | OH | 44286 | $34,129 | Yes (X) | Yes (X) |
| JAMES AND JULIE SHIVES | |||||||
| 11 | 104 EAST MOHAWK DRIVE | MALVERN | OH | 44644 | $48,129 | Yes (X) | Yes (X) |
| ANGELA D WELLS | |||||||
| 12 | 3340 HEMPHILL ROAD | NORTON | OH | 44203 | $37,129 | Yes (X) | Yes (X) |
| GPD SERVICES COMPANYINC | |||||||
| 13 | 520 SOUTH MAIN STREET SUITE 2531 | AKRON | OH | 44311 | $125,000 | Yes (X) | |
| GPD TELECOM INC | |||||||
| 14 | 520 SOUTH MAIN STREET SUITE 2531 | AKRON | OH | 44311 | $125,000 | Yes (X) | |
| STEVEN MULLANEY | |||||||
| 15 | 6967 CONSTITUTION PLACE | COLUMBUS | OH | 43235 | $18,565 | Yes (X) | Yes (X) |
| M LINCOLN SCOTT | |||||||
| 16 | 906 ELCLIFF DRIVE | WESTERVILLE | OH | 43081 | $11,065 | Yes (X) | Yes (X) |
| NSC INC COMMERCIAL INTERIORS | |||||||
| 17 | 55 FURNANCE STREET | AKRON | OH | 44308 | $5,000 | Yes (X) | |
| AGILITY SYSTEMS | |||||||
| 18 | 3867 W MARKET STREET 130 | AKRON | OH | 44333 | $5,000 | Yes (X) | |
| ADVANCED DRAINAGE SYSTEMS INC | |||||||
| 19 | 4640 TRUEMAN BLVD PO BOX 3000 | HILLIARD | OH | 43026 | $5,000 | Yes (X) | |
| COMDOC | |||||||
| 20 | 3458 MASSILLON RD | UNIONTOWN | OH | 44685 | $5,000 | Yes (X) | |
| CANAL PLACE LTD | |||||||
| 21 | 9960 W CHEYENNE AVENUE 212 | LAS VEGAS | NV | 89129 | $5,000 | Yes (X) | |
| ALDA ADVISORS INC | |||||||
| 22 | 2735 CRAWFIS BLVD SUITE 210 | FAIRLAWN | OH | 44333 | $5,000 | Yes (X) | |
| GPD GROUP | |||||||
| 23 | 520 SOUTH MAIN STREET SUITE 2531 | AKRON | OH | 44311 | $93,519 | Yes (X) | Yes (X) |
| UNITED WAY OF SUMMIT COUNTY | |||||||
| 24 | 90 N PROSPECT STREET | AKRON | OH | 44304 | $9,330 | Yes (X) | |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,900 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,900 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (23 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BAIRD INTERMEDIATE BOND FUND | FMV | $157,977 | $157,977 |
| DODGE & COX INCOME FUND | FMV | $149,217 | $149,217 |
| EATON VANCE FLOATING RATE FUND | FMV | $64,131 | $64,131 |
| METROPOLITAN WEST UNCONSTRAINED BOND FUND | FMV | $63,996 | $63,996 |
| TEMPLETON GLOBAL BOND FUND | FMV | $64,002 | $64,002 |
| ISHARES MSCI EMERGING MARKETS | FMV | $25,494 | $25,494 |
| I SHARES S&P SMALL CAP | FMV | $12,871 | $12,871 |
| AMERICAN BEACON FUNDS INTL EQUITY FD | FMV | $35,771 | $35,771 |
| ARTISAN FDS INC INTERNATIONAL FUND | FMV | $35,565 | $35,565 |
| COLUMBIA ACORN INTL FUND | FMV | $17,998 | $17,998 |
| DODGE & COX INTERNATIONAL STOCK FUND | FMV | $35,868 | $35,868 |
| GOLDMAN SACHS M/C VALUE INST | FMV | $45,012 | $45,012 |
| HARDING LOEVNER INTERNATIONAL EQUITY PORTFOLIO | FMV | $35,583 | $35,583 |
| MFS VALUE FUND CLASS I | FMV | $162,224 | $162,224 |
| MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND | FMV | $63,506 | $63,506 |
| T ROWE PRICE GROWTH STOCK | FMV | $196,756 | $196,756 |
| T ROWE PRICE VALUE FD | FMV | $180,353 | $180,353 |
| T ROWE PRICE REAL ESTATE FUND | FMV | $35,751 | $35,751 |
| TOUCHSTONE SANDS CAPITAL SELECT GROWTH FD | FMV | $162,181 | $162,181 |
| GOLDMAN SACHS GRTH OPPORTUNITY FD | FMV | $45,057 | $45,057 |
| DEUTSCHE X-TRACKERS MSCI EUR ETF | FMV | $44,669 | $44,669 |
| ASTON/LMCG SM CAP GROWTH | FMV | $18,262 | $18,262 |
| PAYDEN LOW DURATION BOND FUND | FMV | $64,000 | $64,000 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUNDABLE INCOME TAXES | Desc |
| BOY Book Value | $100 | BOYBookValueAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $81,604 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSE | $992 | $0 | $992 |
| COMPUTER PROGRAMMING | $3,750 | $0 | $0 |
| WEBSITE DEVELOPMENT FEES | $3,000 | $0 | $3,000 |
| WORKER'S COMPENSATION | $100 | $0 | $100 |
| DATA PROCESSING | $648 | $0 | $648 |
| GENERAL LIABILITY INSURANCE | $967 | $0 | $3,868 |
| GOLF OUTING FUNDRAISER EXPENSE | $31,307 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GOLF OUTING FUNDRAISER | Desc |
| Revenue And Expenses Per Books | $31,307 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $31,307 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $11,657 | Amt |
| Net Investment Income | $11,657 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (16 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| JEFFERY D EVANS | |||
| 1148 WOODSVIEW DRIVE | AKRON | OH | 44313 |
| MOHAMED DARWISH AND DIANA STEWART | |||
| 3673 SANCTUARY DRIVE | AKRON | OH | 44333 |
| JAMES AND JULIE SHIVES | |||
| 104 EAST MOHAWK DRIVE | MALVERN | OH | 44644 |
| KATHLEEN AND DARRIN KOTECKI | |||
| 7232 CURRY CIRLCE | HUDSON | OH | 44236 |
| JOSEPH AND MARY JO CIUNI | |||
| 23549 STANFORD ROAD | SHAKEER HEIGHTS | OH | 44122 |
| WALID GEMAYEL | |||
| 1305 COLLINS WAY | WORTHINGTON | OH | 43085 |
| DAVID B AND SUSAN J GRANGER | |||
| 2872 BYRON DRIVE | NORTH CANTON | OH | 44720 |
| JOSEPH P AND VICKI L KIDDER | |||
| 2146 FOREST OAK DRIVE | AKRON | OH | 44312 |
| DIANA M AND DAVID J MARTIN | |||
| 8640 CANDLEBERRY STREET NW | MASSILON | OH | 44646 |
| PATRICK AND BECKY MCADAMS | |||
| 2443 CREEKSIDE CHASE DRIVE | MEDINA | OH | 44256 |
| TREVER G POWERS | |||
| 708 COUNTRYWOOD DRIVE | NOBLESVILLE | IN | 46060 |
| MARK AND JULIE SALOPEK | |||
| 3638 WEST GALLOWAY DRIVE | RICHFIELD | OH | 44286 |
| ANGELA D WELLS | |||
| 3340 HEMPHILL ROAD | NORTON | OH | 44203 |
| GPD SERVICES COMPANY INC | |||
| 520 SOUTH MAIN STREET SUITE 2531 | AKRON | OH | 44311 |
| GPD TELECOM INC | |||
| 520 SOUTH MAIN STREET SUITE 2531 | AKRON | OH | 44311 |
| GPD GROUP | |||
| 520 SOUTH MAIN STREET SUITE 2531 | AKRON | OH | 44311 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OHIO CHARITABLE REGISTRATION | $200 | $0 | $200 |
| FEDERAL INCOME TAX | $1,375 | $0 | $0 |
Comments