TUSCARAWAS COUNTY COMMUNITY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- TUSCARAWAS COUNTY COMMUNITY FOUNDATION (EIN 34-1930804)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-09-09
- IRS object ID
- 202632529349100108
- Schema version
- 2025v4.0
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-09-09T09:50:52-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341115383 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOORE & NEIDENTHAL INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3034 N WOOSTER AVE | AddressLine1Txt |
| City | DOVER | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 446221812 | 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 | 341930804 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TUSCARAWAS COUNTY COMMUNITY FOUNDAT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TUSC | BusinessNameControlTxt |
| Phone | 3306026264 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1323 FOURTH STREET NW | AddressLine1Txt |
| City | NEW PHILADELPHIA | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44663 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT ROBINSON | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 3306026264 | PhoneNum |
| Signature | 2026-08-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW D NEIDENTHAL | PreparerPersonNm |
| PTIN | P00519811 | PTIN |
| Phone | 3303647774 | PhoneNum |
| Preparation | 2026-09-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $24,913,435 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $5,262,038 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $207,435 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $207,435 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $249,376 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $249,376 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,279,990 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $18,441,729 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,279,990 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $25,800 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $25,800 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $8,024,639 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,762,601 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $20,640 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $20,639 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $143,528 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $125,213 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $18,315 | OtherProfFeesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $20 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $1,200 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $1,200 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $380 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $380 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $51,230 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $51,230 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $46,438 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $27,141 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $19,297 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $263,436 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $152,354 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $111,061 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,292,174 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,292,174 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,555,610 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $152,354 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,403,235 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,469,029 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,610,247 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $93,051 | CashBOYAmt |
| Cash EOY | $49,881 | CashEOYAmt |
| Cash EOYFMV | $49,881 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $344,558 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,252,570 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,252,570 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,985,981 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,882,625 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,882,625 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $5,043,918 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,551,494 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,551,494 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,774,954 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,310,328 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,310,328 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $7,008,574 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,866,537 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,866,537 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,397 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,397 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $20 | LandBOYAmt |
| Other Assets BOY | $3,400 | OtherAssetsBOYAmt |
| Other Assets EOY | $5,000 | OtherAssetsEOYAmt |
| Total Assets BOY | $17,254,456 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,918,435 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $24,913,435 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $9,116,574 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $16,752,768 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $8,137,882 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $8,165,667 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,254,456 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $24,918,435 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,254,456 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $24,918,435 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,254,456 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,469,029 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,194,950 | OtherIncreasesAmt |
| Subtotal | $24,918,435 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $24,918,435 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | SoldSoldDt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| HUNTINGTON NATIONAL BANK | P | $275,283 | $292,330 | -$17,047 | -$17,047 | ||
| RAYMOND JAMES K655 | P | $485,216 | $486,825 | -$1,609 | -$1,609 | 2025-12-04 | |
| HUNTINGTON NATIONAL BANK | P | $2,271,501 | $1,811,857 | $459,644 | $459,644 | ||
| RAYMOND JAMES H201 | P | $4,692 | $4,167 | $525 | $525 | 2025-10-13 | |
| JP MORGAN SECURITIES | D | $6,735,393 | $5,236,273 | $1,499,120 | $1,499,120 | 2025-09-25 | 2025-04-25 |
| AMERIPRISE 2303 | P | $5,841 | $5,692 | $149 | $149 | 2025-03-05 | 2024-12-13 |
| AMERIPRISE 2303 | P | $245,142 | $238,873 | $6,269 | $6,269 | ||
| AMERIPRISE 2302 | P | $96 | $96 | $96 | |||
| AMERIPRISE 2666 | P | $6,968,510 | $6,879,928 | $88,582 | $88,582 | ||
| AMERIPRISE 2666 | P | $4,497 | $3,745 | $752 | $752 | 2025-02-11 | 2023-07-11 |
| AMERIPRISE 2666 | P | $175,002 | $176,808 | -$1,806 | -$1,806 | ||
| AMERIPRISE 2474 | P | $185,000 | $184,961 | $39 | $39 | 2021-12-01 | |
| RAYMOND JAMES / LB W446 | P | $30,270 | $24,211 | $6,059 | $6,059 | 2025-12-02 | 2025-03-05 |
| RAYMOND JAMES / LB W446 | P | $300,572 | $212,857 | $87,715 | $87,715 | 2025-12-02 | |
| RAYMOND JAMES / LB Y2805 | P | $241,352 | $213,272 | $28,080 | $28,080 | 2025-12-02 | |
| RAYMOND JAMES / LB Y2805 | P | $146,820 | $127,077 | $19,743 | $19,743 | 2025-12-02 | |
| RAYMOND JAMES / LB A664 | P | $228,479 | $262,863 | -$34,384 | -$34,384 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,279,990 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,575,717 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $36,282 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $36,282 | SubtotalAmt |
| Tax Based On Investment Income | $36,282 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $43 | EsPenaltyAmt |
| Tax Due | $31,325 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.TUSCFOUNDATION.COM | WebsiteAddressTxt |
| Individual With Books | SCOTT ROBINSON | IndividualWithBooksNm |
| Phone | 3306026264 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1323 FOURTH STREET NW | AddressLine1Txt |
| City | NEW PHILADELPHIA | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44663 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 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 | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| ALAN BAMBECK | |||||||||
| 2405 RIDGEWOOD DRIVE NW | DOVER | OH | 44622 | PRESIDENT | 1.00 | $0 | $0 | $0 | |
| SCOTT ROBINSON | |||||||||
| 1323 FOURTH STREET NW | NEW PHILADELPHIA | OH | 44663 | EXECUTIVE DI | 1.00 | $0 | $0 | $0 | |
| JOHN MAXWELL | |||||||||
| 140 FAIR AVE NW | NEW PHILADELPHIA | OH | 44663 | VICE PRESIDE | 0.00 | $0 | $0 | $0 | PO BOX 1014 |
| ROBIN WALTZ | |||||||||
| 821 ANOLA ST STE A | DOVER | OH | 44622 | DIRECTOR | 0.00 | $0 | $0 | $0 | |
| STEPHENIE WILSON | |||||||||
| 141 N OHIO AVE | DOVER | OH | 44622 | TREASURER | 0.00 | $0 | $0 | $0 | |
| MILO MILLER | |||||||||
| 134 N FACTORY STREET | SUGARCREEK | OH | 44681 | DIRECTOR | 0.00 | $0 | $0 | $0 | |
| DR IRA WENTWORTH | |||||||||
| 100 N WALNUT STREET | GNADENHUTTEN | OH | 44629 | DIRECTOR | 0.00 | $0 | $0 | $0 | |
| JEANNINE KENNEDY | |||||||||
| 461 ROBINSON DR SE | NEW PHILADELPHIA | OH | 44663 | DIRECTOR | 0.00 | $0 | $0 | $0 | |
| NATALIE BOLLON | |||||||||
| 119 GARLAND DRIVE SW | NEW PHILADELPHIA | OH | 44663 | DIRECTOR | 0.00 | $0 | $0 | $0 | |
| TIFFANY POLAND | |||||||||
| 1558 TRUSS RD SW | NEW PHILADELPHIA | OH | 44663 | DIRECTOR | 0.00 | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $21,010,770 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $71,466 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $21,082,236 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $21,082,236 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $316,234 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,766,002 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,038,300 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,038,300 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $36,282 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $36,282 | TotalTaxAmt |
| Distributable Before Adj | $1,002,018 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,002,018 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,002,018 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,403,235 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,403,235 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,002,018 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $43,787 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $43,787 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,403,235 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,002,018 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $401,217 | RemainingDistriFromCorpusAmt |
| Total Corpus | $445,004 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $445,004 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $43,787 | ExcessFromYear1Amt |
| Excess From Current Year | $401,217 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GRANT APPLICATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O TUSC CTY COMMUNITY FDN | AddressLine1Txt |
| Address Line2 | 1323 4TH STREET NW | AddressLine2Txt |
| City | NEW PHILADELPHIA | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44663 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3306026264 | RecipientPhoneNum |
| Recipient Email Address | INFO@TUSCFOUNDATION.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | GRANT APPLICATION FORM ACCOMPANIED BY THE FOLLOWING SUPPORTING DOCUMENTS: 1) DATED COVER LETTER SIGNED BY BOARD PRESIDENT OR EXECUTIVE DIRECTOR STATING THE PURPOSE, AMOUNT OF REQUEST, AND BOARD ENDORSEMENT OF REQUEST. 2) OVERVIEW OF ORGANIZATION'S CURRENT PROGRAMS, ACTIVITIES, AND SERVICES. 3) SUMMARY OF THE PROJECT WHICH INCLUDES NEED STATEMENT, PROGRAM GOALS/OBJECTIVES, AND IMPLEMENTATION STRATEGIES. 4) PROPOSED BUDGET FOR THE PROJECT, INCLUDING LIST OF OTHER FUNDINGS SOURCES CONTACTED FOR THE PROJECT. 5) FUTURE FUNDING PLAN FOR CONTINUING THE PROJECT. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | JUNE 15 | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE AWARDED TO QUALIFIED CHARITABLE ORGANIZATIONS WHO SERVE THE RESIDENTS OF TUSCARAWAS COUNTY. THE FOUNDATIONS CHARITABLE GRANT MAKING INCLUDES BOTH CAPITAL AND PROGRAM GRANTS WHICH ARE AWARDED IN THE FOLLOWING CATEGORIES: ARTS, CULTURE, & HUMANITIES; CIVIC & COMMUNITY AFFAIRS; CONSERVATION & ENVIRONMENT; EDUCATION; HEALTH & WELLNESS; AND HUMAN SERVICES. GRANTS ARE LIMITED TO ACTIVITIES PERFORMED AND ORGANIZATIONS LOCATED WITHIN THE UNITED STATES. GRANTS MAY NOT BE USED TO CARRY ON PROPAGANDA OR OTHERWISE ATTEMPT TO INFLUENCE LEGISLATION, PARTICIPATE IN OR INTERVENE IN ANY POLITICAL CAMPAIGN ON BEHALF OF OR IN OPPOSITION TO ANY CANDIDATE FOR PUBLIC OFFICE, OR TO CONDUCT, DIRECTLY OR INDIRECTLY, ANY VOTER REGISTRATION DRIVE (WITHIN THE MEANING OF SECTION 4945(D)(2) OF THE INTERNAL REVENUE CODE). THE FOUNDATION MAKES GRANTS ONLY TO ORGANIZATIONS THAT ARE RECOGNIZED BY THE INTERNAL REVENUE CODE AS NONPROFIT, TAX-EXEMPT, CHARITABLE ORGANIZATIONS, OR TO QUALIFIED GOVERNMENTAL AGENCI | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (45 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| BIG BROTHERS BIG SISTERS OF ECO | |||||||
| PO BOX 6099 | NEW PHILADELPHIA | OH | 44663 | PC | PROGRAM SUPPORT | $10,000 | |
| BUCKEYE CAREER CENTER FOUNDATION | |||||||
| PO BOX 355 | NEW PHILADELPHIA | OH | 44663 | PC | SCHOLARSHIPS | $15,000 | |
| CLAYMONT EDUCATION FOUNDATION | |||||||
| PO BOX 222 | UHRICHSVILLE | OH | 44683 | PC | HARROLD FUND GRANT | $25,100 | |
| CLEVELAND CLINIC UNION HOSPITAL | |||||||
| 659 BOULEVARD ST | DOVER | OH | 44622 | PC | CANCER CENTER CAPITAL SUPPORT | $33,333 | |
| DENNISON RAILROAD DEPOT MUSEUMS | |||||||
| PO BOX 11 | DENNISON | OH | 44621 | PC | DENNISON COMMUNITY FUND GRANT | $2,100 | |
| DENNISON RAILROAD DEPOT MUSEUMS | |||||||
| PO BOX 11 | DENNISON | OH | 44621 | PC | DENNISON COMMUNITY FUND GRANT | $7,125 | |
| DOVER CITY SCHOOLS EDUC FDN | |||||||
| PO BOX 190 | DOVER | OH | 44622 | PC | HARROLD FUND GRANT | $48,600 | |
| DRESS-A-CHILD | |||||||
| 1210 WINKLER DRIVE | DOVER | OH | 44622 | PC | BACK- TO-SCHOOL CLOTHING FOR NEEDY | $25,000 | |
| GARAWAY EDUCATION FOUNDATION | |||||||
| PO BOX 340 | SUGARCREEK | OH | 44681 | PC | HARROLD FUND GRANT | $16,375 | |
| GRACE LUTHERAN CHURCH | |||||||
| 216 NORTH WOOSTER | DOVER | OH | 44622 | PC | OPERATING EXPENSES FOR CHURCH ACTIVI | $25,000 | |
| HABITAT FOR HUMANITY E CENTRAL OH | |||||||
| 1400 RAFF ROAD SW STE A | CANTON | OH | 44710 | PC | DENNISON HABITAT HOME | $7,500 | |
| HISTORIC DREAMSVILLE ASSOCIATION | |||||||
| 400 CENTER ST | DENNISON | OH | 44621 | PC | BICENTENNIAL BELL PROJECT | $5,000 | |
| INDIAN VALLEY LOCAL FOUNDATION | |||||||
| PO BOX 171 | GNADENHUTTEN | OH | 44629 | PC | OPERATIONS | $29,600 | |
| KENT STATE UNIVERSITY TUSCARAWAS | |||||||
| 330 UNIVERSITY DR NE | NEW PHILADELPHIA | OH | 44663 | PC | GOA/OMEGA-ADV MANUFACTURE PROJECT | $5,000 | |
| KENT STATE UNIVERSITY TUSCARAWAS | |||||||
| 330 UNIVERSITY DR NE | NEW PHILADELPHIA | OH | 44663 | PC | NURSING PROGRAM FINANCIAL AID | $10,000 | |
| LITTLE THEATRE OF TUSC CTY | |||||||
| 466 CARRIE AVE NW | NEW PHILADELPHIA | OH | 44663 | PC | HVAC REPLACEMENT | $25,000 | PO BOX 53 |
| NEW PHILA QUAKER FNDN | |||||||
| PO BOX 627 | NEW PHILADELPHIA | OH | 44663 | PC | MAX MILLER FUND GRANT | $10,000 | |
| NEW PHILA QUAKER FNDN | |||||||
| PO BOX 627 | NEW PHILADELPHIA | OH | 44663 | PC | HARROLD FUND GRANT | $39,550 | |
| NEWCOMERSTOWN NOW | |||||||
| 308 S COLLEGE ST | NEWCOMERSTOWN | OH | 43832 | PC | SELF-WATERING PLANTERS PROJECT | $5,141 | |
| NEWCOMERSTOWN SCHOLARSHIP FDN | |||||||
| 830 WEST STATE ST | NEWCOMERSTOWN | OH | 43832 | PC | HARROLD FUND GRANT | $15,150 | |
| OHIO DISTRICT KIAWANIS FOUNDATION | |||||||
| PO BOX 103 | DOVER | OH | 44622 | PC | DOVER DEIS HILL PARK | $5,000 | |
| OHIO'S HOSPICE | |||||||
| 716 COMMERCIAL AVE SW | NEW PHILADELPHIA | OH | 44663 | PC | HARROLD FUND GRANT | $429,400 | |
| OHIO'S HOSPICE | |||||||
| 716 COMMERCIAL AVE SW | NEW PHILADELPHIA | OH | 44663 | PC | MAX MILLER FUND GRANT | $10,000 | |
| RAINBOW CONNECTION | |||||||
| PO BOX 288 | NEW PHILADELPHIA | OH | 44663 | PC | MEDICAL NEEDS OF CHILDREN & ADULTS | $10,000 | |
| RTY - PARK PLACE | |||||||
| 161 TUSCORA AVE | NEW PHILADELPHIA | OH | 44663 | PC | OPERATING EXPENSES FOR YOUTH PROGRAM | $55,000 | |
| RTY - PARK PLACE | |||||||
| 161 TUSCORA AVE | NEW PHILADELPHIA | OH | 44663 | PC | STORYBOOK LANE CHILDREN'S BOOK | $10,000 | |
| RTY - PARK PLACE | |||||||
| 161 TUSCORA AVE | NEW PHILADELPHIA | OH | 44663 | PC | MAINTENANCE BUILDING | $25,000 | |
| SUGARCREEK FIRE RESCUE | |||||||
| 154 N BROADWAY | SUGARCREEK | OH | 44681 | PC | EMERGENCY EQUIPMENT | $2,500 | |
| T4C | |||||||
| 1458 FIFTH ST NW | NEW PHILADELPHIA | OH | 44663 | PC | OPERATING / SHARE A CHRISTMAS | $10,000 | |
| THE SALVATION ARMY | |||||||
| 301 NORTH WOOSTER | DOVER | OH | 44622 | PC | MAX MILLER GRANT | $5,000 | |
| THE SALVATION ARMY | |||||||
| 301 NORTH WOOSTER | DOVER | OH | 44622 | PC | AID DISADVANTAGED INDIVIDUALS | $214,700 | |
| TIGER FOUNDATION | |||||||
| 140 BODMER AVE | STRASBURG | OH | 44680 | PC | HARROLD FUND GRANT | $5,400 | |
| TRINITY HOSPITAL TWIN CITY FDN | |||||||
| 819 N 1ST ST | DENNISON | OH | 44621 | PC | CAPITAL IMPROVEMENTS | $1,050 | |
| TRUMPET IN THE LAND | |||||||
| PO BOX 450 | NEW PHILADELPHIA | OH | 44663 | PC | OPERATING EXPENSES | $25,000 | |
| TUSC CLINIC FOR WORKING UNINSURED | |||||||
| 420 REEVES AVE STE D | DOVER | OH | 44622 | PC | SERVICE SUPPORT | $5,000 | |
| TUSC CTY HISTORICAL SOCIETY | |||||||
| PO BOX 462 | NEW PHILADELPHIA | OH | 44663 | PC | IMPROVEMENT OF COUNTY HERITAGE | $10,000 | |
| TUSC CTY UNIVERSITY FOUNDATION | |||||||
| 330 UNIVERSITY DRIVE NE | NEW PHILADELPHIA | OH | 44663 | PC | HARROLD FUND GRANT | $5,000 | |
| TUSC CTY LITERACY COALITION | |||||||
| PO BOX 1173 | NEW PHILADELPHIA | OH | 44663 | PC | ONE COMMUNITY, ONE BOOK PROJECT | $1,000 | |
| TUSCARAWAS CENTRAL CATHOLIC HS | |||||||
| 777 THIRD ST NE | NEW PHILADELPHIA | OH | 44663 | PC | HARROLD FUND GRANT | $5,100 | |
| TWIN CITY YOUTH BASEBALL | |||||||
| 302 GRANT STREET | DENNISON | OH | 44621 | PC | PHAC FIELD - CAPITAL IMPROVEMENT | $1,050 | |
| TUSCARAWAS PHILHARMONIC | |||||||
| PO BOX 406 | NEW PHILADELPHIA | OH | 44663 | PC | ORGANIZATION SUPPORT | $7,500 | |
| TUSCORA PARK FOUNDATION | |||||||
| 161 TUSCORA AVENUE N | NEW PHILADELPHIA | OH | 44663 | PC | PLAYGROUND UPGRADE | $5,000 | |
| TUSKY VALLEY LOCAL TROJAN FDN | |||||||
| 2367 TUSKY VALLEY RD NE | ZOARVILLE | OH | 44656 | PC | HARROLD FUND GRANT | $19,900 | |
| UNITED WAY OF TUSCARAWAS COUNTY | |||||||
| PO BOX 525 | NEW PHILADELPHIA | OH | 44663 | PC | TUSCARAWAS COUNTY SERVICES | $41,500 | PO BOX 525 |
| UNITED WAY OF TUSCARAWAS COUNTY | |||||||
| PO BOX 525 | NEW PHILADELPHIA | OH | 44663 | PC | IMAGINATION LIBRARY PROJECT | $23,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,292,174 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $207,435 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $249,376 | RelatedOrExemptFunctionIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $25,800 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2,279,990 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2,762,601 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,762,601 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| MR MRS R J MCCULLAGH | |||||||
| 1 | 205 SIXTH STREET NW | NEW PHILADELPHIA | OH | 44663 | $16,452 | Yes (X) | |
| JOANNE SULLIE ESTATE | |||||||
| 2 | 311 UNION AVE REAR | DOVER | OH | 44622 | $5,245,586 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | JP MORGAN STOCK | NoncashPropertyDesc |
| Fair Market Value | $5,245,586 | FairMarketValueAmt |
| Received | 2025-04-25 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| PROFESSIONAL FEES | $18,914 | $18,914 |
| BOOKKEEPING | $1,726 | $1,725 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| USED DESK AND CREDENZA | 2001-07-17 | $1,195 | $1,195 | S/L | 10.0000 | |
| USED CHAIR | 2001-07-17 | $169 | $169 | S/L | 10.0000 | |
| 2 USED SIDE CHAIRS | 2001-07-17 | $138 | $138 | S/L | 10.0000 | |
| USED FIRE FILE | 2001-07-17 | $695 | $695 | S/L | 10.0000 | |
| INTEL I3 MICROCOMPUTER W/ OFFICE 2019 20020 | 2020-02-10 | $1,200 | $1,180 | S/L | 5.0000 | $20 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| HUNTINGTON | $1,715,920 | $1,715,920 |
| AMERIPRISE | ||
| RAYMOND JAMES / LB | $1,181,829 | $1,181,829 |
| RAYMOND JAMES | $412,579 | $412,579 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| HUNTINGTON | $5,251,388 | $5,251,388 |
| RAYMOND JAMES | $2,300,106 | $2,300,106 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,882,625 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,882,625 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| HUNTINGTON | FMV | $1,219,864 | $1,219,864 |
| AMERIPRISE 2303 | FMV | ||
| AMERIPRISE 2474 | FMV | ||
| AMERIPRISE 2666 | FMV | ||
| RAYMOND JAMES W446 | FMV | $2,563,185 | $2,563,185 |
| RAYMOND JAMES A664 | FMV | $190,597 | $190,597 |
| RAYMOND JAMES Y2805 | FMV | $2,937,303 | $2,937,303 |
| RAYMOND JAMES H201 | FMV | $12,046 | $12,046 |
| RAYMOND JAMES K655 | FMV | $515,071 | $515,071 |
| RAYMOND JAMES C350 | FMV | $2,428,471 | $2,428,471 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OFFICE EQUIPMENT | CategoryOrItemTxt |
| Cost Or Other Basis | $3,397 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $3,397 | AccumulatedDepreciationAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ESTIMATED TAX PAYMENTS | Desc |
| BOY Book Value | $3,400 | BOYBookValueAmt |
| EOY Book Value | $5,000 | EOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| SCHOLARSHIPS | $5,000 | $5,000 | |
| UTILITIES | $3,560 | $3,560 | |
| OFFICE & POSTAGE EXPENSE | $2,588 | $2,588 | |
| OHIO FILING FEE | $200 | $200 | |
| FEDERAL INCOME TAX EXPENSE | $4,265 | $4,265 | |
| FOREIGN TAX | $2,317 | $2,317 | |
| D & O INSURANCE | $3,262 | $3,262 | |
| BOND AMORTIZATION | $24,824 | $24,824 | |
| DUES AND SUBSCRIPTIONS | $346 | $346 | |
| MISCELLANEOUS | $76 | $76 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| RAYMOND JAMES K655 | $22,391 | $22,391 |
| AMERIPRISE | $3,409 | $3,409 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS/LOSSES | Desc |
| Amt | $1,194,950 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| MANAGEMENT FEE EXPENSE | $18,315 | $18,315 | |
| TRUSTEE FEES-HUNTINGTON | $45,052 | $45,052 | |
| TRUSTEE FEES-AMERIPRISE | $50,486 | $50,486 | |
| RAYMOND JAMES / LB | $16,092 | $16,092 | |
| RAYMOND JAMES | $13,583 | $13,583 |
Comments