FIRSTENERGY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- FIRSTENERGY FOUNDATION (EIN 34-6514181)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-14
- IRS object ID
- 202513189349102166
- Schema version
- 2024v5.1
- 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
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-14T09:35:49+00:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 835 N COLLEGE AVENUE | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46202 | 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 | 346514181 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIRSTENERGY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FIRS | BusinessNameControlTxt |
| Phone | 3303845752 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 76 SOUTH MAIN STREET | AddressLine1Txt |
| City | AKRON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44308 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AMANDA MERTENS CAMPBELL | PersonNm |
| Person Title | Vice President, External Affairs | PersonTitleTxt |
| Phone | 3308053892 | PhoneNum |
| Signature | 2025-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jennifer D Rhoderick | PreparerPersonNm |
| PTIN | P00395735 | PTIN |
| Phone | 3176817000 | PhoneNum |
| Preparation | 2025-11-13 | 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 | $133,940,303 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $2,758,494 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,758,494 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,557,492 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,465,203 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,557,492 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $511 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$4,357 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $6,316,497 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,311,629 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $20,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $20,600 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $118,516 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $76,657 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $41,859 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $64,560 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $0 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $203,676 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $76,657 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $62,459 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,165,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,165,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,368,976 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $76,657 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,227,759 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,052,479 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,234,972 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $16,030,217 | CashBOYAmt |
| Cash EOY | $9,364,167 | CashEOYAmt |
| Cash EOYFMV | $9,364,167 | CashEOYFMVAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl BOY | $0 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $0 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $0 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $71,949,429 | CorporateStockBOYAmt |
| Corporate Stock EOY | $76,338,223 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $87,682,508 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $17,855,373 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $18,878,944 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $16,870,084 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $0 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $0 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $0 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOYFMV | $0 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $20,134,519 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $20,335,725 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $20,023,544 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $125,969,538 | TotalAssetsBOYAmt |
| Total Assets EOY | $124,917,059 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $133,940,303 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $0 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $125,969,538 | CapitalStockBOYAmt |
| Capital Stock EOY | $124,917,059 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $125,969,538 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $124,917,059 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $125,969,538 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $124,917,059 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $125,969,538 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,052,479 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $124,917,059 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $124,917,059 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $13,465,203 | GrossSalesPriceAmt |
| Cost Or Other Basis | $9,907,711 | CostOrOtherBasisAmt |
| Gain Or Loss | $3,557,492 | GainOrLossAmt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $3,557,492 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,557,492 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $86,666 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $86,666 | SubtotalAmt |
| Tax Based On Investment Income | $86,666 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $32,500 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $58,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $90,500 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $67 | EsPenaltyAmt |
| Overpayment | $3,767 | OverpaymentAmt |
| Applied To ES Tax | $3,767 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Amanda Mertens Campbell | IndividualWithBooksNm |
| Phone | 3308053892 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 76 SOUTH MAIN STREET | AddressLine1Txt |
| City | AKRON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44308 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|
| ANTONIO FERNANDEZ | ||||||||
| 76 SOUTH MAIN STREET | AKRON | OH | 44308 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| IRENE M PREZELJ | ||||||||
| 76 SOUTH MAIN STREET | AKRON | OH | 44308 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| Michelle Henry | ||||||||
| 76 SOUTH MAIN STREET | AKRON | OH | 44308 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| BILL WANG | ||||||||
| 76 SOUTH MAIN STREET | AKRON | OH | 44308 | TREASURER | 0.50 | $0 | $0 | $0 |
| Darnella Robertson | ||||||||
| 76 SOUTH MAIN STREET | AKRON | OH | 44308 | Assistant Secretary | 0.50 | $0 | $0 | $0 |
| LORNA WISHAM | ||||||||
| 76 SOUTH MAIN STREET | AKRON | OH | 44308 | PRESIDENT | 1.80 | $0 | $0 | $0 |
| Mary M Swann | ||||||||
| 76 SOUTH MAIN STREET | AKRON | OH | 44308 | Secretary | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
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 | $120,523,420 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,129,664 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $133,653,084 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $133,653,084 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,004,796 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $131,648,288 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,582,414 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,582,414 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $86,666 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $86,666 | TotalTaxAmt |
| Distributable Before Adj | $6,495,748 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $500 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,496,248 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $6,496,248 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,227,759 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $7,227,759 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,496,248 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,697,970 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,795,414 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,943,207 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $8,436,591 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,227,759 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,496,248 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $731,511 | RemainingDistriFromCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $9,168,102 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,697,970 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,470,132 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,795,414 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $2,943,207 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $731,511 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | AMANDA MERTENS CAMPBELL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 76 S MAIN ST | AddressLine1Txt |
| City | AKRON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44308 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3308053892 | RecipientPhoneNum |
| Form And Info And Materials | ONE OR TWO PAGE LETTER STATING THE AMOUNT REQUESTED, ORGANIZATION AND NEED FOR GRANT, ETC. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THERE ARE NO SUBMISSION DEADLINES, APPLICATIONS ARE REVIEWED AS THEY ARE RECEIVED. | SubmissionDeadlinesTxt |
| Restrictions On Awards | AWARDS ARE MADE TO ORGANIZATIONS LOCATED IN THE CONTINENTAL US & INCLUDE HEALTH WELFARE, EDUCATION OR ART. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (151 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AKRON 200 INC | |||||||
| 121 South Main Street Suite 103 | Akron | OH | 44308 | PC | Civic | $100,000 | |
| AKRON ART MUSEUM | |||||||
| One South High | Akron | OH | 44308 | PC | Arts & Culture | $1,000 | |
| AKRON CHILDRENS HOSPITAL FOUNDATION | |||||||
| One Perkins Square | Akron | OH | 44308 | PC | Health & Safety | $5,775 | |
| AKRON CHILDRENS MUSEUM | |||||||
| 216 S Main St Lock 3 Park | Akron | OH | 44308 | PC | Education | $50,000 | |
| AKRON COMMUNITY FOUNDATION | |||||||
| 345 W Cedar Street | Akron | OH | 44307 | PC | Civic | $25 | |
| AKRON ZOOLOGICAL PARK | |||||||
| 500 Edgewood Park | Akron | OH | 44307 | PC | Civic | $1,000 | |
| AKRON-CANTON REGIONAL FOODBANK | |||||||
| 350 Opportunity Parkway | Akron | OH | 44307 | PC | Health & Safety | $1,078 | |
| ALZHEIMER'S ASSOC - CLEVELAND | |||||||
| 23215 Commerce Park Drive | Beachwood | OH | 44122 | PC | Health & Safety | $1,405 | |
| ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATION INC | |||||||
| 399 Market Street Suite 250 | Philadelphia | PA | 19106 | PC | Health & Safety | $200 | |
| AMERICAN CANCER SOCIETY INC | |||||||
| 270 PeachTree Street NorthWest | Atlanta | GA | 30303 | PC | Health & Safety | $1,000 | |
| AMERICAN HEART ASSOCIATION INC | |||||||
| 1575 Corporate Woods Pkwy | Uniontown | OH | 44685 | PC | Health & Safety | $100 | |
| AMERICAN HEART ASSOCIATION INC | |||||||
| 7272 Greenville Avenue | Dallas | TX | 75231 | PC | Health & Safety | $345 | |
| AMERICAN NATIONAL RED CROSS | |||||||
| 1111 Research Drive | Toledo | OH | 43614 | PC | Health & Safety | $500 | |
| AMERICAN NATIONAL RED CROSS | |||||||
| 225 Humphrey Road Suite 6 | Greensburg | PA | 15601 | PC | Civic | $500 | |
| AMERICAN NATIONAL RED CROSS | |||||||
| 501 W Market Street | Akron | OH | 44303 | PC | Health & Safety | $1,000 | |
| AMERICAN ONLINE GIVING FOUNDATION INC | |||||||
| 40 East Main Street Suite 887 | Newark | DE | 19711 | PC | BENEVITY COMMUNITY IMPACT FUND | $5,323,823 | |
| ASHLAND COUNTY COMMUNITY FOUNDATION | |||||||
| 300 College Avenue | Ashland | OH | 44805 | PC | Civic | $25 | |
| AUTISM SOCIETY OF WEST VIRGINIA | |||||||
| PO Box 7 | Huntington | WV | 25706 | PC | Civic | $400 | |
| BOY SCOUTS OF AMERICA | |||||||
| PO Box 93388 | Cleveland | OH | 44101 | PC | Education | $2,500 | |
| BOY SCOUTS OF AMERICA | |||||||
| 4500 Hudson Drive | Stow | OH | 44224 | PC | Civic | $100,000 | |
| CANDID | |||||||
| 1011 East Main Street Suite A | Ashland | OH | 44805 | PC | Health & Safety | $100 | |
| CANDID | |||||||
| PO Box 31842 | Independence | OH | 44131 | PC | Health & Safety | $1,018 | |
| CENTRE COUNTY UNITED WAY | |||||||
| 131 South Fraser Street Suite 3 | State College | PA | 16801 | PC | Civic | $3,229 | |
| CLEARFIELD AREA UNITED WAY INC | |||||||
| PO Box 1430 | Clearfield | PA | 16830 | PC | Health & Safety | $2,353 | |
| COLONIAL WILLIAMSBURG FOUNDATION | |||||||
| PO Box 1776 | Williamsburg | VA | 23187 | PC | Arts & Culture | $3,500 | |
| COUNTY UNITED WAY INC | |||||||
| 115 Baltimore Street Suite 203 | Cumberland | MD | 21502 | PC | Health & Safety | $12,819 | |
| CUYAHOGA VALLEY PRESERVATION AND SCENIC RAILWAY ASSOCIATION | |||||||
| PO Box 158 | Peninsula | OH | 44264 | PC | Civic | $2,500 | |
| DESALES UNIVERSITY | |||||||
| 2755 Station Avenue | Center Valley | PA | 18034 | PC | Education | $100 | |
| DIVERSITY CENTER OF NORTHEAST OHIO INC | |||||||
| 3659 Green Rd Suite 220 | Cleveland | OH | 44122 | PC | Education | $11,545 | |
| DUBOIS AREA UNITED WAY | |||||||
| 223 South Jared Street | DuBois | PA | 15801 | PC | Health & Safety | $371 | |
| EMBRACING FUTURES INC | |||||||
| 50 S Main Street Suite LL100 | Akron | OH | 44308 | PC | Education | $1,500 | |
| EUCLID HUNGER TASK FORCE | |||||||
| PO Box 23554 | Euclid | OH | 44123 | PC | Civic | $100 | |
| FEEDING MEDINA COUNTY | |||||||
| 650 West Smith Road CB | Medina | OH | 44256 | PC | Civic | $1,000 | |
| GIRL SCOUTS OF NORTH EAST OHIO | |||||||
| One Girl Scout Way | Macedonia | OH | 44056 | PC | Civic | $5,000 | |
| GIRLS ON THE RUN NORTHEAST OHIO | |||||||
| 8929 Brecksville Road Rear Unit | Brecksville | OH | 44141 | PC | Civic | $85,000 | |
| GREATER AKRON FORE YOUTH DEVLPT INC | |||||||
| 2000 South Hawkins Avenue | Akron | OH | 44314 | PC | Education | $2,500 | |
| GREATER CLEVELAND FOOD BANK INC | |||||||
| 13825 Coit Road | Cleveland | OH | 44110 | PC | Health & Safety | $100,100 | |
| GREATER LANSING FOOD BANK | |||||||
| PO Box 16224 | Lansing | MI | 48901 | PC | Civic | $75 | |
| GREENE COUNTY UNITED WAY | |||||||
| 748 East High Street | Waynesburg | PA | 15370 | PC | Civic | $1,601 | |
| HOSPICE OF WASHINGTON COUNTY INC | |||||||
| 747 Northern Avenue | Hagerstown | MD | 21742 | PC | Housing | $10,000 | |
| KARS 4 KIDS INC | |||||||
| 1805 Swarthmore Avenue | Lakewood | NJ | 08701 | PC | Civic | $1,350 | |
| LONGWOOD GARDENS INC | |||||||
| 1001 Longwood Rd | Kennett Square | PA | 19348 | PC | Civic | $100 | |
| LORDS PANTRY AT ANNAS HOUSE INC | |||||||
| PO Box 64 | Shinnston | WV | 26431 | PC | Civic | $1,095 | |
| MEDWISH INTERNATIONAL | |||||||
| 1625 E 31st Street | Cleveland | OH | 44114 | PC | Health & Safety | $25 | |
| MORRIS HABITAT FOR HUMANITY | |||||||
| 274 South Salem Street | Randolph | NJ | 07869 | PC | Civic | $350 | |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| 733 Third Ave | New York | NY | 10017 | PC | Health & Safety | $125 | |
| NORTHERN OHIO GOLF CHARITIES FOUNDATION INC | |||||||
| 440 E Warner Road | Akron | OH | 44319 | PC | Arts & Culture | $100,000 | |
| ORRVILLE UNITED WAY INC | |||||||
| 135 North Main Street | Orville | OH | 44667 | PC | Health & Safety | $957 | |
| PLAYHOUSE SQUARE FOUNDATION | |||||||
| 1501 Euclid Avenue 200 | Cleveland | OH | 44115 | PC | Arts & Culture | $900 | |
| POCAHONTAS COUNTY SENIOR CITIZENS INC | |||||||
| 20626 Seneca Trail | Marlington | WV | 24954 | PC | Civic | $770 | |
| POCONO MOUNTAINS UNITED WAY | |||||||
| 301 McConnell Street | Stroudsburg | PA | 18360 | PC | Health & Safety | $2,996 | |
| PROJECT MKC | |||||||
| 6961 Southern Boulevard | Youngstown | OH | 44512 | PC | Health & Safety | $863 | |
| READING CIVIC OPERA SOCIETY INCORPORATED | |||||||
| 4350 Perkiomen Avenue | Reading | PA | 19606 | PC | Arts & Culture | $1,000 | |
| RONALD MCDONALD HOUSE CHARITIES OF NORTHEAST OHIO INC | |||||||
| 10415 Euclid Avenue | Cleveland | OH | 44106 | PC | Health & Safety | $200 | |
| SAFE BERKS | |||||||
| 255 Chestnut Street | Reading | PA | 19602 | PC | Civic | $575 | |
| SCHUYLKILL UNITED WAY | |||||||
| 9 North Centre Street Suite 301 | Pottsville | PA | 17901 | PC | Health & Safety | $706 | |
| SECOND HARVEST FOODBANK OF NORTH CENTRAL OHIO | |||||||
| 1507 Grimm Dr | Erie | PA | 16501 | PC | Health & Safety | $100 | |
| SOUTH STREET THEATER CO INC | |||||||
| 100 South Street | Morristown | NJ | 07960 | PC | Arts & Culture | $1,250 | |
| ST MARYS AREA UNITED WAY | |||||||
| 250 Depot Street | Saint Marys | PA | 15857 | PC | Health & Safety | $3,911 | |
| ST SEBASTIAN PARISH FOUNDATION | |||||||
| 476 Mull Avenue | Akron | OH | 44320 | PC | Civic | $3,000 | |
| SUMMIT CHORAL SOCIETY INC | |||||||
| 140 E Market Street | Akron | OH | 44308 | PC | Arts & Culture | $2,250 | |
| THE CHILDRENS MUSEUM OF CLEVELAND | |||||||
| 3813 Euclid Avenue | Cleveland | OH | 44115 | PC | Education | $1,500 | |
| THE IM ABLE FOUNDATION | |||||||
| 1007 Hill Avenue Building 17 | Wyomissing | PA | 19610 | PC | Education | $5,003 | |
| THE MUSICAL ARTS ASSOCIATION | |||||||
| 11001 Euclid Avenue | Cleveland | OH | 44106 | PC | Civic | $600 | |
| THE UNITED WAY OF CENTRAL MARYLAND INC | |||||||
| 1800 Washington Boulevard Suite 340 | Baltimore | MD | 21230 | PC | Health & Safety | $250 | |
| THE UNITED WAY OF CLARK CHAMPAIGN AND MADISON COUNTIES OHIO INC | |||||||
| PO Box 59 | Springfield | OH | 45501 | PC | Health & Safety | $424 | |
| THE UNITED WAY OF SOUTHWESTERN PENNSYLVANIA | |||||||
| 1250 Penn Avenue | Pittsburgh | PA | 15222 | PC | Health & Safety | $137,970 | |
| THE UNITED WAY OF THE GREATER DAYTON AREA | |||||||
| 409 East Monument Avenue Suite 405 | Dayton | OH | 45402 | PC | Health & Safety | $302 | |
| THE UNITED WAY OF YOUNGSTOWN AND THE MAHONING VALLEY | |||||||
| 255 Watt Street | Youngstown | OH | 44505 | PC | Health & Safety | $12,802 | |
| THE UNITED WAY OF YOUNGSTOWN AND THE MAHONING VALLEY | |||||||
| 255 Watt Street | Youngstown | OH | 44505 | PC | Civic | $25,000 | |
| TYGART VALLEY UNITED WAY INC | |||||||
| 221 Washington Street | Fairmont | WV | 26554 | PC | Health & Safety | $42,725 | |
| UNITED WAY ALLIANCE OF THE MID OHIO VALLEY INC | |||||||
| 414 Market Street | Parkersburg | WV | 26101 | PC | Health & Safety | $3,966 | |
| UNITED WAY FOR SOUTHEASTERN MICHIGAN | |||||||
| 3011 W Grand Blvd Suite 500 | Detroit | MI | 48202 | PC | Health & Safety | $625 | |
| UNITED WAY OF ADAMS COUNTY | |||||||
| PO Box 3545 | Gettysburg | PA | 17325 | PC | Health & Safety | $542 | |
| UNITED WAY OF ALLEN COUNTY INC | |||||||
| 347 West Berry Street | Fort Wayne | IN | 46802 | PC | Health & Safety | $12,500 | |
| UNITED WAY OF ASHLAND COUNTY OHIO INC | |||||||
| 32 West South Street | Ashland | OH | 44805 | PC | Health & Safety | $512 | |
| UNITED WAY OF ASHTABULA COUNTY | |||||||
| 3705 State Road Suite 203 | Ashtabula | OH | 44004 | PC | Health & Safety | $2,459 | |
| UNITED WAY OF BEAVER COUNTY INCORPORATED | |||||||
| 3582 Brodhead County | Monaca | PA | 15061 | PC | Health & Safety | $3,892 | |
| UNITED WAY OF BEDFORD COUNTY | |||||||
| 119 East Penn Street | Bedford | PA | 15522 | PC | Health & Safety | $136 | |
| UNITED WAY OF BERGEN COUNTY | |||||||
| 6 Forest Avenue Suite 220 | Paramus | NJ | 07652 | PC | Health & Safety | $2,000 | |
| UNITED WAY OF BERKS COUNTY | |||||||
| 25 North 2nd Street Suite 101 | Reading | PA | 19601 | PC | Health & Safety | $161,841 | |
| UNITED WAY OF BRADFORD COUNTY | |||||||
| 24 Main Street Suite 1 | Towanda | PA | 18848 | PC | Health & Safety | $794 | |
| UNITED WAY OF BUCKS COUNTY | |||||||
| 413 Hood Boulevard | Fairless Hills | PA | 19030 | PC | Health & Safety | $744 | |
| UNITED WAY OF CENTRAL JERSEY INC | |||||||
| 32 Ford Avenue | Milltown | NJ | 08850 | PC | Health & Safety | $350 | |
| UNITED WAY OF CENTRAL OHIO INC | |||||||
| 215 North Front Street | Columbus | OH | 43215 | PC | Health & Safety | $48,077 | |
| UNITED WAY OF CHESTER COUNTY | |||||||
| 150 John Robert Thomas Drive | Exton | PA | 19341 | PC | Health & Safety | $1,442 | |
| UNITED WAY OF CLARION COUNTY | |||||||
| PO Box 207 | Clarion | PA | 16214 | PC | Health & Safety | $100 | |
| UNITED WAY OF DELAWARE COUNTY INC | |||||||
| PO Box 319 | Delaware | OH | 43015 | PC | Health & Safety | $1,125 | |
| UNITED WAY OF DELAWARE INC | |||||||
| 625 North Orange Street 3rd Floor | Wilmington | DE | 19801 | PC | Health & Safety | $1,177 | |
| UNITED WAY OF ERIE COUNTY | |||||||
| 650 East Avenue Suite 200 | Erie | PA | 16503 | PC | Health & Safety | $15,922 | |
| UNITED WAY OF ERIE COUNTY INC | |||||||
| 135 E Washington Row Suite C | Sandusky | OH | 44870 | PC | Health & Safety | $821 | |
| UNITED WAY OF FAIRFIELD COUNTY | |||||||
| 115 South Broad Street | Lancaster | OH | 43130 | PC | Health & Safety | $125 | |
| UNITED WAY OF FRANKLIN COUNTY | |||||||
| 182 South Second Street | Chambersburg | PA | 17201 | PC | Health & Safety | $13,035 | |
| UNITED WAY OF FREDERICK COUNTY INCORPORATED | |||||||
| 629 North Market Street | Frederick | MD | 21701 | PC | Health & Safety | $2,673 | |
| UNITED WAY OF FULTON COUNTY | |||||||
| 604 S Shoop Ave Suite 122 | Wauseon | OH | 43567 | PC | Health & Safety | $271 | |
| UNITED WAY OF GREATER CHARLOTTE | |||||||
| 601 East 5th Street Suite 350 | Charlotte | NC | 28202 | PC | Health & Safety | $1,150 | |
| UNITED WAY OF GREATER CLEVELAND FUND | |||||||
| 209 Center Street Unit H | Chardon | OH | 44024 | PC | Health & Safety | $19,592 | |
| UNITED WAY OF GREATER CLEVELAND FUND | |||||||
| 1331 Euclid Avenue | Cleveland | OH | 44115 | PC | Health & Safety | $57,564 | |
| UNITED WAY OF GREATER LORAIN COUNTY | |||||||
| 642 Broadway | Lorain | OH | 44052 | PC | Health & Safety | $8,360 | |
| UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY | |||||||
| 1800 JFK Blvd Suite 1200 | Philadelphia | PA | 19103 | PC | Health & Safety | $750 | |
| UNITED WAY OF GREATER STARK COUNTY INC | |||||||
| 401 Market Avenue North Suite 300 | Canton | OH | 44702 | PC | Health & Safety | $31,402 | |
| UNITED WAY OF GREATER TOLEDO | |||||||
| 1001 Madison Avenue Suite 100 | Toledo | OH | 43604 | PC | Health & Safety | $17,716 | |
| UNITED WAY OF GREATER UNION COUNTY INC | |||||||
| 33 West Grand Street | Elizabeth | NJ | 20929 | PC | Health & Safety | $900 | |
| UNITED WAY OF GREENBRIER VALLEY INC | |||||||
| PO Box 572 | Lewisburg | WV | 24901 | PC | Health & Safety | $750 | |
| UNITED WAY OF HARRISON COUNTY INC | |||||||
| 445 W Main St | Clarksburg | WV | 26301 | PC | Health & Safety | $5,128 | |
| UNITED WAY OF HUNTERDON COUNTY | |||||||
| 4 Water East Foran Boulevard Suite | Flemington | NJ | 08822 | PC | Health & Safety | $500 | 401 |
| UNITED WAY OF HUNTINGDON COUNTY FUND | |||||||
| 417 Penn Street PO Box 344 | Huntingdon | PA | 16652 | PC | Health & Safety | $3,172 | |
| UNITED WAY OF INDIANA COUNTY | |||||||
| 655 Church Street Suite 114 | Indiana | PA | 15701 | PC | Health & Safety | $1,378 | |
| UNITED WAY OF JEFFERSON COUNTY | |||||||
| 511 North 4TH Street | Steubenville | OH | 43952 | PC | Health & Safety | $938 | |
| UNITED WAY OF LAKE COUNTY INC | |||||||
| 9285 Progress Parkway | Mentor | OH | 44060 | PC | Health & Safety | $6,444 | |
| UNITED WAY OF LANCASTER COUNTY | |||||||
| 1910 Harrington Drive | Lancaster | PA | 17601 | PC | Health & Safety | $9,915 | |
| UNITED WAY OF LAWRENCE COUNTY | |||||||
| 223 North Mercer Street Suite 101 | New Castle | PA | 16101 | PC | Civic | $4,111 | |
| UNITED WAY OF LEBANON COUNTY INC | |||||||
| 22 West Main Street 2nd Floor PO Bo | Annville | PA | 17003 | PC | Health & Safety | $2,167 | x 355 |
| UNITED WAY OF LEE COUNTY INC | |||||||
| 7273 Concourse Drive | Fort Myers | FL | 33908 | PC | Health & Safety | $208 | |
| UNITED WAY OF LEWIS COUNTY | |||||||
| PO Box 44 | Weston | WV | 26452 | PC | Health & Safety | $1,933 | |
| UNITED WAY OF MERCER COUNTY | |||||||
| 960 S Hermitage Road | Hermitage | PA | 16148 | PC | Health & Safety | $4,200 | |
| UNITED WAY OF MIFFLIN JUNIATA | |||||||
| 13 East 3rd Street | Lewistown | PA | 17044 | PC | Health & Safety | $592 | |
| UNITED WAY OF MON VALLEY | |||||||
| 304 Chamber Plaza | Charleroi | PA | 15022 | PC | Health & Safety | $2,223 | |
| UNITED WAY OF MONMOUTH AND OCEAN COUNTIES INC | |||||||
| 6 Industrial Way West Suite A-1 | Eatontown | NJ | 07724 | PC | Health & Safety | $11,657 | |
| UNITED WAY OF MONONGALIA AND PRESTON COUNTIES INC | |||||||
| 278C Spruce Street | Morgantown | WV | 26505 | PC | Health & Safety | $35,371 | |
| UNITED WAY OF MONROE-LENAWEE COUNTIES INC | |||||||
| 216 N Monroe St | Monroe | MI | 48162 | PC | Health & Safety | $366 | |
| UNITED WAY OF MUSKINGUM PERRY & MORGAN COUNTIES INC | |||||||
| 158 N 5th St | Zanesville | OH | 43701 | PC | Health & Safety | $250 | |
| UNITED WAY OF NORTH CENTRAL OHIO INC | |||||||
| PO Box 473 | Marion | OH | 43302 | PC | Health & Safety | $200 | |
| UNITED WAY OF NORTHERN NEW JERSEY INC | |||||||
| PO Box 6835 | Bridgewater | NJ | 08807 | PC | Health & Safety | $11,065 | |
| UNITED WAY OF NORTHERN SHENANDOAH VALLEY | |||||||
| 329 N Cameron Street Suite 201 | Winchester | VA | 22655 | PC | Health & Safety | $3,025 | |
| UNITED WAY OF PORTAGE COUNTY INC | |||||||
| 999 E Main Street Suite 200 PO Box | Ravenna | OH | 44266 | PC | Health & Safety | $10,903 | 845 |
| UNITED WAY OF RICHLAND COUNTY | |||||||
| 3 North Main St Suite 303 | Mansfield | OH | 44902 | PC | Health & Safety | $4,079 | |
| UNITED WAY OF SANDUSKY COUNTY INC | |||||||
| 826 W State Street | Fremont | OH | 43420 | PC | Health & Safety | $542 | |
| UNITED WAY OF SOUTHERN CHAUTAUQUA COUNTY | |||||||
| 413 N Main St | Jamestown | NY | 14701 | PC | Health & Safety | $190 | |
| UNITED WAY OF SUMMIT AND MEDINA | |||||||
| 37 N High Street | Akron | OH | 44308 | PC | Health & Safety | $353,981 | |
| UNITED WAY OF THE BRADFORD AREA INC | |||||||
| PO Box 504 161 Main Street | Bradford | PA | 16701 | PC | Health & Safety | $271 | |
| UNITED WAY OF THE CAPITAL REGION | |||||||
| 2235 Millenium Way | Enola | PA | 17025 | PC | Health & Safety | $1,492 | |
| UNITED WAY OF THE EASTERN PANHANDLE INC | |||||||
| 24 District Way Suite 201 | Martinsburg | WV | 25404 | PC | Health & Safety | $9,230 | |
| UNITED WAY OF THE GREATER LEHIGH VALLEY | |||||||
| 1110 American Parkway NE Suite F-12 | Allentown | PA | 18109 | PC | Health & Safety | $3,095 | 0 |
| UNITED WAY OF THE LOWER EASTERN SHORE INC | |||||||
| 803 N Salisbury Blvd Suite 2100 | Salisbury | MD | 21801 | PC | Health & Safety | $1,375 | |
| UNITED WAY OF THE NATIONAL CAPITAL AREA | |||||||
| 1577 Spring Hill Road Suite 420 | Vienna | VA | 22182 | PC | Health & Safety | $4,167 | |
| UNITED WAY OF THE SOUTHERN ALLEGHENIES | |||||||
| 422 Main St Suite 203 | Johnstown | PA | 15901 | PC | Health & Safety | $11,876 | |
| UNITED WAY OF THE TITUSVILLE REGION | |||||||
| 115 S Washington Street Suite 303 | Titusville | PA | 16354 | PC | Health & Safety | $175 | |
| UNITED WAY OF THE UPPER OHIO VALLEY INC | |||||||
| 1307 Chapeline Street | Wheeling | WV | 26003 | PC | Health & Safety | $690 | |
| UNITED WAY OF TRUMBULL COUNTY | |||||||
| 295 Harmon Ave NW | Warren | OH | 44483 | PC | Health & Safety | $4,037 | |
| UNITED WAY OF VENANGO COUNTY INC | |||||||
| 1999 Allegheny Avenue PO Box 303 | Reno | PA | 16343 | PC | Health & Safety | $407 | |
| UNITED WAY OF WASHINGTON COUNTY | |||||||
| 70 East Beau Street Suite 400 | Washington | PA | 15301 | PC | Health & Safety | $11,526 | |
| UNITED WAY OF WASHINGTON COUNTY MARYLAND INC | |||||||
| 83 West Washington St Suite 101 | Hagerstown | MD | 21740 | PC | Health & Safety | $15,899 | |
| UNITED WAY OF WAYNE AND HOLMES COUNTIES INC | |||||||
| 215 South Walnut Street | Wooster | OH | 44691 | PC | Health & Safety | $11,816 | |
| UNITED WAY OF WESTERN CRAWFORD INC | |||||||
| PO Box 554 | Meadville | PA | 16335 | PC | Health & Safety | $125 | |
| UNITED WAY OF WILLIAMS COUNTY | |||||||
| 1100 East High Street Suite B | Bryan | OH | 43506 | PC | Health & Safety | $100 | |
| UNITED WAY OF YORK COUNTY | |||||||
| 140 E Market Street | York | PA | 17401 | PC | Health & Safety | $10,709 | |
| UNITED WAY OF YORK COUNTY SC | |||||||
| 226 Northpark Dr Suite 100 PO Box 9 | Rock Hill | SC | 29731 | PC | Health & Safety | $500 | 25 |
| UNITED WAY SERVICES OF NORTHERN COLUMBIANA COUNTY | |||||||
| 210 East State Street | Salem | OH | 44460 | PC | Health & Safety | $5,248 | |
| UTAH FOOD BANK | |||||||
| 3150 South 900 W | Salt Lake City | UT | 84119 | PC | Civic | $75 | |
| VALLEY SCHOOL OF LIGONIER | |||||||
| PO Box 616 | Ligionier | PA | 15658 | PC | Education | $450 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,165,300 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,758,494 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,557,492 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| RECOVERY FROM PRIOR YEAR QUALIFYING DISTRIBUTIONS | 1 | $500 |
| OTHER INCOME | 1 | $11 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,316,497 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,316,497 | 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 | TAX RETURN PREPARATION FEES | CategoryTxt |
| Amt | $20,600 | Amt |
| Disbursements Charitable Prps | $20,600 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NORTHERN OHIO GOLF CHARITIES FOUNDATION INC | |||||||||||
| 1 Golf View Ln | North Olmsted | OH | 44070 | 2024-04-16 | $100,000 | SUPPORT FOR THE NORTHERN OHIO GOLF CHARITIES FOUNDATION'S GRANT APPLICATION PROCESS | $100,000 | No | 01/24/25 | 2025-01-24 | TO THE KNOWLEDGE OF THE FOUNDATION, AND BASED UPON THE REPORTS FURNISHED BY THE GRANT RECIPIENT, NO PART HAS BEEN USED FOR OTHER THAN ITS INTENDED PURPOSE. |
| NORTHERN OHIO GOLF CHARITIES FOUNDATION INC | |||||||||||
| 440 E WARNER RD | AKRON | OH | 443191925 | 2023-04-03 | $100,000 | SUPPORT FOR THE NORTHERN OHIO GOLF CHARITIES FOUNDATION'S GRANT APPLICATION PROCESS | $100,000 | NO | 01/23/24 | 2024-01-23 | TO THE KNOWLEDGE OF THE FOUNDATION, AND BASED UPON THE REPORTS FURNISHED BY THE GRANT RECIPIENT, NO PART HAS BEEN USED FOR OTHER THAN ITS INTENDED PURPOSE. |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | PIMCO INCOME FUND | BondNm |
| EOY Book Value | $18,878,944 | EOYBookValueAmt |
| EOYFMV | $16,870,084 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EUROPACIFIC GROWTH FUND | $8,807,698 | $7,896,618 |
| DIAMOND HILL LARGE CAP FUND | $16,823,500 | $15,719,342 |
| ALGER SPECTRA FUND CLASS I | $7,233,482 | $9,452,314 |
| AMERICAN BEACON AHL | $4,381,585 | $3,865,984 |
| AMERICAN CTRY SMALL CAP FUND | $10,717,014 | $10,048,077 |
| ARTISAN INTERNATIONAL FUND | $8,957,086 | $11,544,816 |
| EATON VANCE - ATL FUND | $10,517,167 | $13,338,302 |
| FIDELITY 500 INDEX | $8,900,691 | $15,817,055 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Ares Global Multi Asset | FMV | $10,000,000 | $11,240,340 |
| Principal Diversified Fund | FMV | $8,069,346 | $6,760,179 |
| ICAPITAL HRBRVST DOVER ST X | FMV | $2,100,000 | $1,821,634 |
| STONE RIDGE REINSURANCE RISK | FMV | $166,379 | $201,391 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| OTHER INCOME | $11 | |
| RECOVERY FROM PRIOR YEAR QUALIFYING DISTRIBUTIONS | $500 | |
| PASSTHROUGH INCOME FROM K-1 | -$4,357 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT Management Fees | $46,657 | $46,657 | |
| ADVISORY FEES | $30,000 | $30,000 | |
| Benevity transaction fees | $41,859 | $41,859 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $64,560 | Amt |
Comments