JOHN & DENISE YORK FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- JOHN & DENISE YORK FOUNDATION (EIN 31-1536162)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-03-15
- IRS object ID
- 201130749349100008
- Schema version
- 2010v3.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-03-15T16:20:07-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HILL BARTH & KING LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7680 MARKET STREET | AddressLine1 |
| City | BOARDMAN | City |
| State | OH | State |
| ZIP Code | 44512 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311536162 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN AND DENISE YORK FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JOHN | NameControl |
| Phone | 3309652000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7620 MARKET ST | AddressLine1 |
| City | YOUNGSTOWN | City |
| State | OH | State |
| ZIP Code | 44512 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN C YORK II | Name |
| Title | SECRETARY | Title |
| Phone | 3309652000 | Phone |
| Date Signed | 2011-05-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PHILIP R CARLON | Name |
| Phone | 3307588613 | Phone |
| Date Prepared | 2011-03-08 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 422802 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 280 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 1307 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 1307 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 8160 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 8160 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -807 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 100000 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 67 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 67 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 9007 | TotalRevenueAndExpenses |
| Total Net Investment Income | 9534 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 780 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 780 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 300 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 300 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 180 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 180 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 1260 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1260 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 109817 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 109817 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 111077 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 111077 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -102070 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 9534 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 150643 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 40413 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 40413 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 361261 | InvestmentsOtherBOY |
| Investments Other EOY | 369421 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 382389 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 511904 | TotalAssetsBOY |
| Total Assets EOY | 409834 | TotalAssetsEOY |
| Total Assets EOYFMV | 422802 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 511904 | RetainedEarningsBOY |
| Retained Earnings EOY | 409834 | RetainedEarningsEOY |
| Total Net Assets BOY | 511904 | TotalNetAssetsBOY |
| Total Net Assets EOY | 409834 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 511904 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 409834 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 511904 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -102070 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 409834 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 409834 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| MERRILL LYNCH CD | P | 2009-09-21 | 2010-03-04 | 43000 | 43284 | -284 | -284 |
| MERRILL LYNCH CD | P | 2009-09-21 | 2010-02-16 | 57000 | 57523 | -523 | -523 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -807 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 161684 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 531570 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.304163 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 208240 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 892198 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.233401 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 180428 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1206021 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.149606 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 237832 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1227900 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.193690 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 115906 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 736110 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.157457 | DistributionRatioYear5 |
| Total Distribution Ratio | 1.038317 | TotalDistributionRatio |
| Average Distribution Ratio | 0.207663 | AverageDistributionRatio |
| Net Noncharitable Assets | 442454 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 91881 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 95 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 91976 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 111077 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 95 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 95 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 95 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2831 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 2831 | TotalCreditsAndPayments |
| Overpayment | 2736 | Overpayment |
| Amount Credited To Next Year | 500 | AmountCreditedToNextYear |
| Amount To Be Refunded | 2236 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 0 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | OH | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | JOHN C YORK II | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 3309652000 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7620 MARKET ST | AddressLine1 |
| City | YOUNGSTOWN | City |
| State | OH | State |
| ZIP Code | 44512 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| MARIE DENISE DEBARTOLO YORK | ||||||||
| 7620 MARKET ST | YOUNGSTOWN | OH | 44512 | PRESIDENT | 0.00 | 0 | 0 | 0 |
| JOHN C YORK II | ||||||||
| 7620 MARKET ST | YOUNGSTOWN | OH | 44512 | SECRETARY | 0.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 348209 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 100983 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 449192 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 449192 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 6738 | CashDeemedCharitable |
| Net Noncharitable Assets | 442454 | NetNoncharitableAssets |
| Minimum Investment Return | 22123 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 22123 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 95 | TaxBasedOnInvestmentIncome |
| Total Tax | 95 | TotalTax |
| Distributable Amount Before Adj | 22028 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 22028 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 22028 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 111077 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 111077 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 95 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 110982 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 22028 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 114763 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 178205 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 122988 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 164154 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 135319 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 715429 | TotalExcessDistriCarryover |
| Qualifying Distributions | 111077 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 22028 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 89049 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 804478 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 114763 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 689715 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 178205 | ExcessFromYear4 |
| Excess From Year3 | 122988 | ExcessFromYear3 |
| Excess From Year2 | 164154 | ExcessFromYear2 |
| Excess From Year1 | 135319 | ExcessFromYear1 |
| Excess From Current Year | 89049 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARIE DENISE DEBARTOLO YORK | ContributingManager |
| Contributing Manager | JOHN C YORK II | ContributingManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | JOHN C YORK | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7620 MARKET STREET | AddressLine1 |
| City | YOUNGSTOWN | City |
| State | OH | State |
| ZIP Code | 44512 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 3309652000 | RecipientPhoneNumber |
| Form And Info And Materials | WRITTEN APPLICATION STATING INTENDED USE OF FUNDS. | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NO RESTRICTIONS. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (12 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| CARDINAL MOONEY HIGH SCHOOL | |||||||
| 2545 ERIE STREET | YOUNGSTOWN | OH | 445071599 | N/A | PUBLIC CHARITY | DONATION | $14,283 |
| CATHOLIC HIGH SCHOOL FOR BOYS | |||||||
| 6300 FR TRIBOU STREET | LITTLE ROCK | AR | 72205 | N/A | PUBLIC CHARITY | DONATION | $5,000 |
| LOYOLA UNIVERSITY - WATER TOWER CAMPUS | |||||||
| 820 N MICHIGAN AVENUE | CHICAGO | IL | 60611 | N/A | PUBLIC CHARITY | DONATION | $5,000 |
| SAN FRANCISCO FORTY NINERS FOUNDATION | |||||||
| 4949 CENTENNIAL BLVD | SANTA CLARA | CA | 950541229 | N/A | PUBLIC CHARITY | DONATION | $20,000 |
| SOUTHEASTERN UNIVERSITY | |||||||
| 1000 LONGFELLOW BLVD | LAKELAND | FL | 338016034 | N/A | PUBLIC CHARITY | DONATION | $19,626 |
| ST JOSEPH AND IMMACULATE HEART OF MARY | |||||||
| 4470 NORQUEST BLVD | YOUNGSTOWN | OH | 44515 | N/A | PUBLIC CHARITY | DONATION | $2,265 |
| UNIVERSITY OF NOTRE DAME | |||||||
| 405 MAIN BUILDING | NOTRE DAME | IN | 465565602 | N/A | PUBLIC CHARITY | DONATION | $10,000 |
| URSULINE HIGH SCHOOL | |||||||
| 750 WICK AVENUE | YOUNGSTOWN | OH | 44505 | N/A | PUBLIC CHARITY | DONATION | $11,700 |
| OUR LADY OF MT CARMEL | |||||||
| 343 VIA MT CARMEL | YOUNGSTOWN | OH | 44505 | N/A | PUBLIC CHARITY | DONATION | $2,500 |
| SOUTHERN VIRGINIA UNIVERSITY | |||||||
| ONE UNIVERSITY HILL DRIVE | BUENA VISTA | VA | 24416 | N/A | PUBLIC CHARITY | DONATION | $15,193 |
| HELP HOTLINE CRISIS | |||||||
| PO BOX 46 | YOUNGSTOWN | OH | 44501 | N/A | PUBLIC CHARITY | DONATION | $2,000 |
| OPERA WESTERN RESERVE | |||||||
| 1000 FIFTH AVENUE | YOUNGSTOWN | OH | 44504 | N/A | PUBLIC CHARITY | DONATION | $2,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 109817 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1,307 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $8,160 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $67 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$807 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $8,727 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 8727 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HILL, BARTH & KING LLC | Category |
| Amount | $780 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 780 | DisbursementsCharitablePrps |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | DODGE & COX BALANCED FUND | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 369421 | BookValue |
| EOYFMV | 382389 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Revenue And Expenses Per Books | 180 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 180 | DisbursementsCharitablePrps |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER | Description |
| Revenue And Expenses Per Books | 67 | RevenueAndExpensesPerBooks |
| Net Investment Income | 67 | NetInvestmentIncome |
| Adjusted Net Income | 67 | AdjustedNetIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | STATE TAX | Category |
| Amount | $300 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 300 | DisbursementsCharitablePrps |
Comments