DAVID AND JACQUIE CLARK FAMILY FUND: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- DAVID AND JACQUIE CLARK FAMILY FUND (EIN 81-4026528)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-08-12
- IRS object ID
- 202622249349100907
- 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
- Form 990-PF
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Expln Of Non Filing With AG Stmt
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-08-12T15:04:42-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341523030 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOBER MARKEY FEDOROVICH & COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 SUPERIOR AVENUE EAST SUITE 925 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 814026528 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID AND JACQUIE CLARK FAMILY FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DAVI | BusinessNameControlTxt |
| Phone | 2166963225 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 CROCKER ROAD 510 | AddressLine1Txt |
| City | WESTLAKE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44145 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID CLARK | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2166963225 | PhoneNum |
| Signature | 2026-07-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THEODORE A WAGNER | PreparerPersonNm |
| PTIN | P00545206 | PTIN |
| Phone | 2163732500 | PhoneNum |
| Preparation | 2026-07-24 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $14,708,952 | 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 | $382,693 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $382,693 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $754,566 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,522,679 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $754,566 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,137,259 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,137,259 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $13,422 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $13,422 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,650 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,650 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $35,063 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $35,063 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $17,659 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $17,659 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $9,419 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $9,419 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $82,213 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $72,794 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,419 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,142,351 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,142,351 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,224,564 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $72,794 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,151,770 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$87,305 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,064,465 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $104,295 | CashBOYAmt |
| Cash EOY | $351,912 | CashEOYAmt |
| Cash EOYFMV | $351,912 | CashEOYFMVAmt |
| Other Investments BOY | $12,428,215 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $12,048,718 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $14,357,040 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $12,532,510 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,400,630 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,708,952 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $12,532,510 | RetainedEarningBOYAmt |
| Retained Earning EOY | $12,400,630 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,532,510 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,400,630 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,532,510 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,400,630 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,532,510 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$87,305 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,510 | OtherIncreasesAmt |
| Subtotal | $12,446,715 | SubtotalAmt |
| Other Decreases | $46,085 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,400,630 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $271,498 | $254,936 | $16,562 | $16,562 | |
| PUBLICLY TRADED SECURITIES | $1,973,262 | $1,513,177 | $460,085 | $460,085 | |
| CAPITAL GAINS DIVIDENDS | $277,919 | $277,919 | $277,919 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $754,566 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,796 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $14,796 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $14,796 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,958 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $20,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $30,958 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $16,162 | OverpaymentAmt |
| Applied To ES Tax | $16,162 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | CLARKFUND.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SARAH PIERCE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2166963225 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 CROCKER ROAD STE 510 | AddressLine1Txt |
| City | WESTLAKE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44145 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID E CLARK | ||||||||
| 29 TURTLE BAY | HURON | OH | 44839 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| JACQUELYN A CLARK | ||||||||
| 29 TURTLE BAY | HURON | OH | 44839 | VICE PRESIDENT | 5.00 | $0 | $0 | $0 |
| MICHAEL D CLARK | ||||||||
| 571 TURNBERRY COURT | AVON LAKE | OH | 44012 | VICE PRESIDENT | 3.00 | $0 | $0 | $0 |
| CHRISTIN A WOSTMANN | ||||||||
| 3712 HULL ROAD | HURON | OH | 44839 | SECRETARY | 1.00 | $0 | $0 | $0 |
| DON A WOSTMANN | ||||||||
| 3712 HULL ROAD | HURON | OH | 44839 | TREASURER | 1.00 | $0 | $0 | $0 |
| ELIZABETH CLARK | ||||||||
| 571 TURNBERRY COURT | AVON LAKE | OH | 44012 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $13,954,714 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $263,225 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,217,939 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,217,939 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $213,269 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,004,670 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $700,234 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $700,234 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,796 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,796 | TotalTaxAmt |
| Distributable Before Adj | $685,438 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $685,438 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $685,438 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,151,770 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,151,770 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $685,438 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $14,611 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,151,770 | QualifyingDistributionsAmt |
| Applied To Year1 | $14,611 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $685,438 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $451,721 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $451,721 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $451,721 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $451,721 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID E CLARK | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACHIEVEMENT CENTER FOR CHILDREN | |||||||
| 4255 NORTHFIELD ROAD | HIGHLAND HILLS | OH | 44128 | NONE | PC | HEALTH & WELFARE | $50,000 |
| ARTISTS OPEN STUDIO | |||||||
| 32 EAST MAIN ST | NORWALK | OH | 44857 | NONE | PC | HEALTH, EDUCATION & WELLNESS | $30,000 |
| BGSU FOUNDATION | |||||||
| MILETI ALUMNI CENTER | BOWLING GREEN | OH | 43403 | NONE | PC | PROMOTE EDUCATION | $260,000 |
| CAMP IMAGINE | |||||||
| PO BOX 26 | AVON LAKE | OH | 44012 | NONE | PC | HEALTH & WELFARE | $7,500 |
| CLEVELAND STATE UNIVERSITY | |||||||
| 2121 EUCLID AVENUE | CLEVELAND | OH | 44115 | NONE | PC | EDUCATION | $46,258 |
| HIRAM FARM LIVING & LEARNING COMMUNITY | |||||||
| 11543 GARFIELD ROAD | HIRAM | OH | 44234 | NONE | PC | HEALTH & WELFARE | $30,000 |
| JEWISH FAMILY SERVICE ASSOCATION OF CLEVELAND OH | |||||||
| 29125 CHAGRIN BLVD | PEPPER PIKE | OH | 44122 | NONE | PC | PROMOTE EDUCATION & WELLNESS | $30,000 |
| ORANGE CITY SCHOOL - BROADWAY BUDDIES | |||||||
| 32000 CHAGRIN BLVD | PEPPER PIKE | OH | 44124 | NONE | PC | ARTS & THEATER | $30,000 |
| SANDUSKY STATE THEATRE INC | |||||||
| 107 COLUMBUS AVE | SANDUSKY | OH | 44870 | NONE | PC | PROMOTE ARTS & EDUCATION | $250,000 |
| 4 PAWS FOR ABILITY INC | |||||||
| 207 DAYTON AVE | XENIA | OH | 45385 | NONE | PC | HEALTH & WELFARE | $30,000 |
| ANTHONY'S VILLA INC | |||||||
| 1031 PIERCE ST | SANDUSKY | OH | 44870 | NONE | PC | HEALTH & WELFARE | $10,000 |
| ERIE RESIDENTIAL LIVING INC | |||||||
| 706 E PARK ST | SANDUSKY | OH | 44870 | NONE | PC | HEALTH & WELFARE | $8,593 |
| POCKETS FULL OF SUNSHINE | |||||||
| 29 PINE ISLAND RD | HILTON HEAD ISLAND | SC | 29928 | NONE | PC | HEALTH & WELFARE | $100,000 |
| WHEELCHAIRS 4 KIDS INC | |||||||
| 1200 S PINELLAS AVE | TARPON SPRINGS | FL | 34689 | NONE | PC | HEALTH & WELFARE | $5,000 |
| GREAT LAKES SCIENCE CENTER | |||||||
| 601 ERIESIDE AVE | CLEVELAND | OH | 44114 | NONE | PC | EDUCATION | $10,000 |
| GOODWILL INDUSTRIES OF ERIE HURON OTTOWA AND SANDUSKY | |||||||
| 419 W MARKET ST | SANDUSKY | OH | 44870 | NONE | PC | HEALTH & WELFARE | $125,000 |
| NATIONAL COUNCIL OF JEWISH WOMEN | |||||||
| 26055 EMERY ROAD | WARRENSVILLE HTS | OH | 44128 | NONE | PC | HEALTH & WELFARE | $60,000 |
| CLI INC | |||||||
| 306 S NORWALK ROAD | NORWALK | OH | 44857 | NONE | PC | HEALTH & WELFARE | $50,000 |
| WHOLE LATTE LOVE CAFE | |||||||
| 1308 S MAIN ST | NORTH CANTON | OH | 44720 | NONE | PC | HEALTH & WELFARE | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,142,351 | 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 | $382,693 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $754,566 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,137,259 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,137,259 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,650 | Amt |
| Net Investment Income | $6,650 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
| Amt | $0 | Amt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | OHIO DOES NOT REQUIRE A COPY OF THE 990-PF. | ExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | STOCKS, BONDS & MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $12,048,718 | BookValueAmt |
| EOYFMV | $14,357,040 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $13,422 | LegalFeesAmt |
| Net Investment Income | $13,422 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED G/L ON INVESTMENTS | Desc |
| Amt | $46,085 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATIVE EXPENSES | Desc |
| Revenue And Expenses Per Books | $9,419 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,419 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTIONS | Desc |
| Amt | $1,510 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $35,063 | Amt |
| Net Investment Income | $35,063 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $7,159 | $7,159 | $0 |
| FEDERAL TAXES PAID | $10,500 | $10,500 | $0 |
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