BETA

ROBERT C AND SUSAN M SAVAGE FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
ROBERT C AND SUSAN M SAVAGE FAMILY FOUNDATION (EIN 31-1488119)
Tax period
2023-12-01 to 2024-11-30
Filed
2025-10-08
IRS object ID
202522819349100877
Schema version
2023v6.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-10-08T15:39:01-05:00ReturnTs
Tax Period End2024-11-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN202122306PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GBQ PARTNERS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15580 MONROE STREET SUITE 210AddressLine1Txt
CitySYLVANIACityNm
State AbbreviationOHStateAbbreviationCd
ZIP43560ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-12-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN311488119EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROBERT C AND SUSAN M SAVAGEBusinessNameLine1Txt
Business Name Line2FAMILY FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlROBEBusinessNameControlTxt
Phone4195356633PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12949 KENWOOD BLVDAddressLine1Txt
CityTOLEDOCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43606ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT SAVAGEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4195356633PhoneNum
Signature2025-10-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEVE WEBERPreparerPersonNm
PTINP00320668PTIN
Phone4198858338PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$5,720,062FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$145,150ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$85,535DividendsRevAndExpnssAmt
Dividends Net Invst Incm$85,535DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,216,657NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,460,265GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,216,657CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$2,447,342TotalRevAndExpnssAmt
Total Net Invst Incm$2,302,192TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,454AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$15,667OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$15,667OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$15,667OtherProfFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss$200OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$18,321TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$15,667TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$15,667TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$189,688ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$189,688ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$208,009TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$15,667TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$205,355TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,239,333ExcessRevenueOverExpensesAmt
Net Investment Income$2,286,525NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$250,519CashBOYAmt
Cash EOY$498,805CashEOYAmt
Cash EOYFMV$498,805CashEOYFMVAmt
Corporate Stock BOY$1,744,111CorporateStockBOYAmt
Corporate Stock EOY$3,735,158CorporateStockEOYAmt
Corporate Stock EOYFMV$5,221,257CorporateStockEOYFMVAmt
Total Assets BOY$1,994,630TotalAssetsBOYAmt
Total Assets EOY$4,233,963TotalAssetsEOYAmt
Total Assets EOYFMV$5,720,062TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,994,630RetainedEarningBOYAmt
Retained Earning EOY$4,233,963RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,994,630TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,233,963TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,994,630TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,233,963TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,994,630TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,239,333ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$4,233,963SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$4,233,963TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
JOHNSON JOHNSONP2009-02-092023-12-11$61,824$23,281$38,543$38,543
MORGAN STANLEYP2009-03-122023-12-11$49,602$14,451$35,151$35,151
US BANK CAP. GAIN DIST.P2023-01-012024-11-30$14,128$14,128$14,128
ALPHABET INC CL AP2012-03-012024-09-09$52,198$5,406$46,792$46,792
ALPHABET INC CL AP2012-03-012024-09-09$222,204$23,305$198,899$198,899
APPLE INCP2011-08-302024-09-04$153,219$9,705$143,514$143,514
APPLE INCP2013-02-132024-09-04$963,089$73,396$889,693$889,693
APPLE INCP2013-05-032024-09-04$306,437$22,586$283,851$283,851
FIRST AM INST PRIME OB FD CL YP2022-12-162024-11-04$25,623$25,609$14$14
TJX COMPANIES INCP2009-02-092024-09-09$586,734$28,248$558,486$558,486
FORT WASHINGTON PEI VIIP2023-01-012023-12-31$9,937$9,937$9,937
FORT WASHINGTON PEI VIIIP2023-01-012023-12-31$164$164$164
FORT WASHINGTON PE OPP IIIP2023-01-012023-12-31$11,890-$11,890-$11,890
FORT WASHINGTON PE OPP IVP2023-01-012023-12-31$11,199$11,199$11,199
FORT WASHINGTON PEI XP2023-01-012023-12-31$1,701$1,701$1,701
FORT WASHINGTON PEI XIP2023-01-012023-12-31$858$858$858
FORT WASHINGTON PEI VP2023-01-012023-12-31$1,348$1,348$1,348
FORT WASHINGTON PE OPP IIP2023-01-012023-12-31$5,731-$5,731-$5,731
FieldValueIRS element (for citing)
Capital Gain Net Income$2,216,657CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$31,783InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$31,783SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$31,783TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,600EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$30,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$35,600TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$30EsPenaltyAmt
Overpayment$3,787OverpaymentAmt
Applied To ES Tax$3,787AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateOHOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksROBERT SAVAGEIndividualWithBooksNm
Phone4195356633PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12949 KENWOOD BLVDAddressLine1Txt
CityTOLEDOCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43606ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ROBERT SAVAGE
2949 KENWOOD BLVDTOLEDOOH43606PRESIDENT0.00$0$0$0
SUSAN SAVAGE
2949 KENWOOD BLVDTOLEDOOH43606SECRETARY0.00$0$0$0
MICHELLE BISSELL
2709 MIDDLESEX DRTOLEDOOH43606TRUSTEE0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$4,664,872AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$246,665AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,911,537TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,911,537AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$73,673CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,837,864NetVlNoncharitableAssetsAmt
Minimum Investment Return$241,893MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$241,893MinimumInvestmentReturnAmt
Tax Based On Investment Income$31,783TaxBasedOnInvestmentIncomeAmt
Total Tax$31,783TotalTaxAmt
Distributable Before Adj$210,110DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$210,110DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$210,110DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$205,355ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$205,355QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$210,110DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$23,335ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$6,688ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$69,619ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$864,757ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$83,353ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,047,752TotalExcessDistributionCyovAmt
Qualifying Distributions$205,355QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$205,355AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$4,755ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$4,755ExcessDistributionCyovAppCYAmt
Total Corpus$1,042,997TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$18,580ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,024,417ExcessDistriCyovToNextYrAmt
Excess From Year4$6,688ExcessFromYear4Amt
Excess From Year3$69,619ExcessFromYear3Amt
Excess From Year2$864,757ExcessFromYear2Amt
Excess From Year1$83,353ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonROBERT SAVAGERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line12949 KENWOOD BLVDAddressLine1Txt
CityTOLEDOCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43606ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4195356633RecipientPhoneNum
Form And Info And MaterialsWRITTEN BY MAILFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (59 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ANNUAL CATHOLIC APPEAL
PO BOX 917TOLEDOOH436970917GENERAL USE$6,100
CENTRAL CATHOLIC HIGH SCHOOL
2550 CHERRY STREETTOLEDOOH43608GENERAL USE$5,000
CENTRAL CITY MINISTRIES OF TOLEDO
1933 SPIELBUSCH AVETOLEDOOH43604GENERAL USE$750
CHERRY STREET MISSION MINISTRIES
1501 MONROE STTOLEDOOH43604GENERAL USE$2,500
CHRIST CHILD SOCIETY OF TOLEDO
PO BOX 352254TOLEDOOH43635GENERAL USE$4,150
GESU CHURCH
2049 PARKSIDE BOULEVARDTOLEDOOH43607GENERAL USE$13,910
GETTING BACK UP
2720 HORSESHOE BLVDWESTLAKEOH44145GENERAL USE$1,200
LIVING CHRIST TOLEDO
PO BOX 7293KENSINGTONCT060379292GENERAL USE$4,300
MERCY HEALTH FOUNDATION
PO BOX 5776CINCINNATIOH452730042GENERAL USE$4,000
MOM'S HOUSE
2505 FRANKLIN AVETOLEDOOH43610GENERAL USE$100,000
MOSAIC MINISTRIES OF SOUTH TOLEDO
1842 BROADWAYTOLEDOOH43609GENERAL USE$150
MS SOCIETY
119 SUMMERWOOD DRIVELOS GATOSCA95032GENERAL USE$200
NATIONAL CHRIST CHILD SOCIETY
6110 EXECUTIVE BLVDROCKVILLEMD20852GENERAL USE$200
NATIONAL MS SOCIETY
733 THIRD AVENUENEW YORK CITYNY10017GENERAL USE$250
NATIONAL MUSEUM OF THE GREAT LAKES
1701 FRONT STREETTOLEDOOH43605GENERAL USE$1,250
NOTRE DAME ACADEMY
3535 WEST SYLVANIA AVENUETOLEDOOH43623GENERAL USE$1,500
OBLATES OF ST FRANCIS SOCIETY
2323 WEST BANCROFT STREETTOLEDOOH43607GENERAL USE$5,000
OLD ORCHARD NEIGHBORHOODS ASSOC
PO BOX 2544TOLEDOOH43606GENERAL USE$100
PELETONIA
2281 KENNY RD SUITE 450COLUMBUSOH43210GENERAL USE$200
RARE DISEASE RENEGADES
25 TUFTS ROADLEXINGTONMA02421GENERAL USE$500
SISTERS OF NOTRE DAME
3535 W SYLVANIA AVETOLEDOOH43623GENERAL USE$2,000
ST FRANCIS DE SALES
2323 WEST BANCROFT STTOLEDOOH43607GENERAL USE$6,550
TOLEDO GROWS
900 ONEIDA STTOLEDOOH43608GENERAL USE$725
TOLEDO MUSEUM OF ART
2455 MONROE STTOLEDOOH43620GENERAL USE$350
TOLEDO ZOO
PO BOX 140130TOLEDOOH43614GENERAL USE$500
UNIVERSITY OF TOLEDO FOUNDATION
4510 DORR STTOLEDOOH43615GENERAL USE$2,250
WEST SIDE MONTESSORI
7115 W BANCROFT STTOLEDOOH43615GENERAL USE$350
BOSTON COLLEGE FUND
140 COMMONWEALTH AVENUECHESTNUT HILLMA02467GENERAL USE$250
BUCKEYETHON
1739 N HIGH ST ROOM 3098COLUMBUSOH43210GENERAL USE$50
CATHOLIC CLUB
1601 JEFFERSON AVETOLEDOOH436045724GENERAL USE$250
COLUMBIA ALUMNI ASSOC SCHOLARSHIP FUND
622 W 113TH ST MC4518NEW YORK CITYNY10025GENERAL USE$2,500
CONNECTING KIDS TO MEALS
1501 MONROE STTOLEDOOH43604GENERAL USE$1,300
CRIMESTOPPERS OF HOUSTON
3001 MAIN STHOUSTONTX77002GENERAL USE$150
EAST TOLEDO FAMILY CENTER
1020 VARLAND AVETOLEDOOH43605GENERAL USE$150
FAMILY AND CHILD ABUSE PREVENTION CENTER
2460 CHERRY STTOLEDOOH43608GENERAL USE$200
FRIENDS OF THE ELIOT SCHOOL
16 CHARTER STREETBOSTONMA02113GENERAL USE$1,500
GLENWOOD LUTHERAN CHURCH
2545 MONROE STTOLEDOOH43604GENERAL USE$500
HARVEST ON VINE
46 WINTHROP STREETCHARLESTOWNMA02129GENERAL USE$1,000
JODI J ALLEN MEMORIAL FUND
3800 VICTORY PARKWAYCINCINNATIOH452079901GENERAL USE$250
MUSTARD SEED
100 N SUMMIT ST STE 104TOLEDOOH43603GENERAL USE$250
NDA MAD FOR PLAID SCHOLARSHIP FUND
2525 W SYLVANIA AVETOLEDOOH43623GENERAL USE$2,500
OHIO MS BUCKEYE CHAPTER
6133 ROCKSIDE RD STE 208INDEPENDENCEOH44131GENERAL USE$150
PINE STREET INN
444 HARRISON STREETBOSTONMA02118GENERAL USE$500
PRESIDENT & FELLOWS OF HARVARD COLLEGE
PO BOX 419209BOSTONMA022419209GENERAL USE$1,000
SAME CAFE TOLEDO
325 N MICHIGAN AVETOLEDOOH43604GENERAL USE$500
SFS SCHOLARSHIP FUND
2323 W BANCROFT STTOLEDOOH43607GENERAL USE$5,193
ST JOSEPH SYLVANIA
5411 MAIN STSYLVANIAOH43560GENERAL USE$40
ST PATRICK HISTORIC CATHOLIC CHURCH
130 AVONDALE AVETOLEDOOH43604GENERAL USE$25
ST PATRICK OF HEATHERDOWNS
4201 HEATHERDOWNS BLVDTOLEDOOH43614GENERAL USE$1,295
THE LIBRARY LEGACY FOUNDATION
325 N MICHIGAN AVETOLEDOOH43604GENERAL USE$1,300
TOLEDO DESIGN COLLECTIVE
ONE SEAGATETOLEDOOH43604GENERAL USE$150
TOLEDO HISTORY MUSEUM INC
PO BOX 485TOLEDOOH436970485GENERAL USE$500
TOLEDO OPERA
425 JEFFERSON AVENUE SUITE 601TOLEDOOH43604GENERAL USE$200
UNITED WAY OF GREATER TOLEDO
424 JACKSON STTOLEDOOH43604GENERAL USE$1,450
UNIVERSITY OF TOLEDO FOUNDATION - WOMEN & PHILANTHROPY
PO BOX 586TOLEDOOH436824086GENERAL USE$1,000
VCU SCHOOL OF PHARMACY - PHARMACY ANNUAL FUND
111 N 4TH ST BOX 842039RICHMONDVA232192201GENERAL USE$100
WILLIAM AND MARY
PO BOX 1693HARLANIA515931993GENERAL USE$200
WINTER WALK INC WM SAVAGECAMPASSION
960 MASSACHUSETTS AVE 2ND FLOORBOSTONMA02118GENERAL USE$250
YWCA OF NORTHWEST OHIO
1018 JEFFERSON AVENUETOLEDOOH43604GENERAL USE$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$189,688TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$85,535ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,216,657ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$2,302,192ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,302,192TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonROBERT C SAVAGEContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line12949 KENWOOD BLVDAddressLine1Txt
CityTOLEDOCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43606ZIPCd
FieldValueIRS element (for citing)
Total Contributions$145,150TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,454Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCK INVESTMENTSStockNm
EOY Book Value$3,735,158EOYBookValueAmt
EOYFMV$5,221,257EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOHIO FILING FEEDesc
Revenue And Expenses Per Books$200RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryOTHER PROFESSIONAL FEESCategoryTxt
Amt$15,667Amt
Net Investment Income$15,667NetInvestmentIncomeAmt
Disbursements Charitable Prps$15,667DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonROBERT C SAVAGEPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12949 KENWOOD BLVDAddressLine1Txt
CityTOLEDOCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43606ZIPCd

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