GORMAN FAMILY FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
GORMAN FAMILY FOUNDATION (EIN 26-2710751)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-08-07
IRS object ID
202602199349101165
Schema version
2025v4.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-08-07T16:00:35-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN991856619PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GRANT THORNTON ADVISORS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1200 PUBLIC SQUARE SUITE 1000AddressLine1Txt
CityCLEVELANDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44114ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN262710751EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GORMAN FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGORMBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 2599AddressLine1Txt
CityMANSFIELDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44906ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJEFF GORMANPersonNm
Person TitleOFFICERPersonTitleTxt
Signature2026-08-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonINDRE KULIKIVSKYYPreparerPersonNm
PTINP01848216PTIN
Phone2167711400PhoneNum
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$16,245,758FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$9InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$9InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$339,836DividendsRevAndExpnssAmt
Dividends Net Invst Incm$339,836DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$11NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$57GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$11CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$339,856TotalRevAndExpnssAmt
Total Net Invst Incm$339,856TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$5,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,375AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$4,125AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$6,943OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$6,943OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$200OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$12,443TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$8,318TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,325TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$622,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$622,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$634,443TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$8,318TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$626,325TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$294,587ExcessRevenueOverExpensesAmt
Net Investment Income$331,538NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$389,101CashBOYAmt
Cash EOY$1,727,095CashEOYAmt
Cash EOYFMV$1,727,095CashEOYFMVAmt
Other Investments BOY$2,863,278OtherInvestmentsBOYAmt
Other Investments EOY$1,219,275OtherInvestmentsEOYAmt
Other Investments EOYFMV$14,518,663OtherInvestmentsEOYFMVAmt
Total Assets BOY$3,252,379TotalAssetsBOYAmt
Total Assets EOY$2,946,370TotalAssetsEOYAmt
Total Assets EOYFMV$16,245,758TotalAssetsEOYFMVAmt
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$3,252,379RetainedEarningBOYAmt
Retained Earning EOY$2,946,370RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,252,379TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,946,370TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,252,379TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,946,370TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,252,379TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$294,587ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,957,792SubtotalAmt
Other Decreases$11,422OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,946,370TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
QNITY ELECTRONICS INCP2025-11-20$39$25$14$14
RAYONIER INC COMP2025-01-30$5$5$0$0
RAYONIER INC COMP2025-12-15$13$16-$3-$3
FieldValueIRS element (for citing)
Capital Gain Net Income$11CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$3NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,608InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$4,608SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$4,608TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,000EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$5,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$10,000TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$5,392OverpaymentAmt
Applied To ES Tax$5,392AppliedToESTaxAmt
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 Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateOHOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJEFF GORMANIndividualWithBooksNm
Phone4197551223PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 2599AddressLine1Txt
CityMANSFIELDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44906ZIPCd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JEFF GORMAN
PO BOX 2599MANSFIELDOH44906TRUSTEE0.00$0$0$0
GAYLE GORMAN
PO BOX 2599MANSFIELDOH44906TRUSTEE0.00$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$12,781,451AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,808,127AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$14,589,578TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$14,589,578AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$218,844CashDeemedCharitableAmt
Net Vl Noncharitable Assets$14,370,734NetVlNoncharitableAssetsAmt
Minimum Investment Return$718,537MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$718,537MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,608TaxBasedOnInvestmentIncomeAmt
Total Tax$4,608TotalTaxAmt
Distributable Before Adj$713,929DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$713,929DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$713,929DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$626,325ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$626,325QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$713,929DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$63,468ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$79,609ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$52,306ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$195,383TotalExcessDistributionCyovAmt
Qualifying Distributions$626,325QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$626,325AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$87,604ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$87,604ExcessDistributionCyovAppCYAmt
Total Corpus$107,779TotalCorpusAmt
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$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$107,779ExcessDistriCyovToNextYrAmt
Excess From Year3$55,473ExcessFromYear3Amt
Excess From Year1$52,306ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJEFF GORMANContributingManagerNm
Contributing ManagerGAYLE GORMANContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN RED CROSS
39 PARK STREET 100MANSFIELDOH44902PCSUPPORT FOR DISASTER RELIEF AND COMMUNITY HEALTH SERVICES$10,000
ASHBROOK CENTER
401 COLLEGE AVEASHLANDOH44805PCSUPPORT OF EDUCATIONAL AND CIVIC ENGAGEMENT PROGRAMS$25,000
ASHLAND UNIVERSITY
401 COLLEGE AVEASHLANDOH44805PCSUPPORT OF HIGHER EDUCATION PROGRAMS$25,000
CITY OF MANSFIELD
30 N DIAMOND STMANSFIELDOH44902PCCOMMUNITY HEALTH$25,000
DOMESTIC VIOLENCE SHELTER
PO BOX 1524MANSFIELDOH44901PCSUPPORT OF DOMESTIC VIOLENCE PREVENTION AND VICTIM ASSISTANCE PROGRAMS$10,000
EAA CHAPTER 50
HINDE AIRFIELDHURONOH44839PCSUPPORT OF AVIATION EDUCATION AND YOUTH PROGRAMS$10,000
EAA FOUNDATION
PO BOX 3086OSHKOSHWI54903PCSUPPORT OF AVIATION EDUCATION AND YOUTH PROGRAMS$10,000
EPISCOPAL CHURCH
42 BOWMNA STMANSFIELDOH44903PCSUPPORT OF CHARITABLE AND COMMUNITY OUTREACH PROGRAMS$25,000
FRIENDLY HOUSE
380 MULBERRY STMANSFIELDOH44903PCSUPPORT OF COMMUNITY-BASED SOCIAL SERVICE PROGRAMS$20,000
FRIENDS OF THE 179TH
3530 RIDGESTONE DRONTARIOOH44903PCSUPPORT OF MILITARY AND COMMUNITY SUPPORT PROGRAMS$10,000
HOPE OF DELIVERANCE INC
6041 E PINE GROW ROADCICERONY13039PCSUPPORT OF COMMUNITY OUTREACH AND HUMAN SERVICES PROGRAMS$25,000
MANSFIELD REFORMATORY PRESERVAION SOCIETY
100 REFORMATORY ROADMANSFIELDOH44905PCSUPPORT OF HISTORICAL PRESERVATION AND EDUCATIONAL PROGRAMMING$100,000
NCSC FOUNDATION
2441 KENWOOD CIRCLEMANSFIELDOH44906PCSUPPORT OF COMMUNITY-BASED CHARITABLE INITIATIVES$110,000
ONTARIO POLICE DEPARTMENT
555 STUMBO ROADMANSFIELDOH44906PCPUBLIC SAFETY SUPPORT$10,000
RICHLAND COUNTY DOG WARDEN
810 HOME ROADMANSFIELDOH44903PCSUPPORT OF ANIMAL WELFARE AND PUBLIC SAFETY SERVICES$10,000
RICHLAND COUNTY SHERIFF DEPARTMENT
597 PARK AVE EMANSFIELDOH44905PCSUPPORT OF PUBLIC SAFETY AND LAW ENFORCEMENT SERVICES$25,000
RICHLAND SCHOOL OF ACADEMIC ARTS
1456 PARK AVE WESTMANSFIELDOH44906PCSUPPORT OF EDUCATIONAL PROGRAMS AND STUDENT DEVELOPMENT$25,000
SPRINGFIELD TOWNSHIP -FIRE DEPARTMENT
400 SOUTH LEXINGTON - SPRING MILTONTARIOOH44906PCSUPPORT OF EMERGENCY RESPONSE AND FIRE PROTECTION SERVICES$15,000
THE OHIO STATE UNIVERSITY - MANSFIELD CAMPUS
1760 UNIVERSITY DRMANSFIELDOH44906PCSUPPORT OF HIGHER EDUCATION PROGRAMS$10,000
THE SEEING EYE
PO B0OX 375MARRITELDVA27486PCSUPPORT OF SERVICES FOR INDIVIDUALS WITH DISABILITIES$7,000
THE STORE
P O BOX 2525MANSFIELDOH44906PCSUPPORT OF COMMUNITY-BASED ASSISTANCE AND RESOURCE PROGRAMS$25,000
THIRD STREET CLINIC
600 W 3R6 STMANSFIELDOH44903PCSUPPORT OF COMMUNITY HEALTH SERVICES$15,000
UNITED WAY
3N MAN STMANSFIELDOH44902PCSUPPORT OF COMMUNITY HEALTH AND HUMAN SERVICES INITIATIVES$50,000
VINTAGE WINGS
PO BOX414WASHINGTONPA15301PCEDUCATIONAL/HISTORICAL PRESERVATION$20,000
VOLUNTEERS OF AMERICA
921 SOUTH MAIN STREETMANSFIELDOH44902PCSUPPORT OF COMMUNITY-BASED HUMAN SERVICES PROGRAMS$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$622,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$9ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$339,836ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$11ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$339,856ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$339,856TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryGRANT THORNTON FEESCategoryTxt
Amt$5,500Amt
Net Investment Income$1,375NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$4,125DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemCOMMON STOCKCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$1,219,275BookValueAmt
EOYFMV$14,518,663EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Amt$11,422Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OH ANNUAL FEE$0$0$0$200
BANK FEES$6,943$6,943$0$0

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