PEOPLES BANK FOUNDATION INC: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
PEOPLES BANK FOUNDATION INC (EIN 30-0222364)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-13
IRS object ID
202621339349103737
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-13T15:01:10-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN346565596PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ERNST & YOUNG US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12100 ONE PPG PLACEAddressLine1Txt
CityPittsburghCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15222ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN300222364EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PEOPLES BANK FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPEOPBusinessNameControlTxt
Phone7403746172PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1138 PUTNAM STREETAddressLine1Txt
CityMARIETTACityNm
State AbbreviationOHStateAbbreviationCd
ZIP45750ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJEFF CARMICHAELPersonNm
Person TitleTREASURERPersonTitleTxt
Phone7403746172PhoneNum
Signature2026-05-04SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLAUREN R TAKACSPreparerPersonNm
PTINP01252796PTIN
Phone4126447417PhoneNum
Preparation2026-05-04PreparationDt
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$2,397,509FMVAssetsEOYAmt

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$665,000ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$73,717DividendsRevAndExpnssAmt
Dividends Net Invst Incm$73,717DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$103,092NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$870,445GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$103,092CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$0NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$841,809TotalRevAndExpnssAmt
Total Net Invst Incm$176,809TotalNetInvstIncmAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm$0OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$0OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm$0PensionEmplBnftAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,376AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,188AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$1,188AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$23,662OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$23,662OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$1,948TaxesRevAndExpnssAmt
Taxes Net Invst Incm$349TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Adj Net Incm$0PrintingAndPubAdjNetIncmAmt
Other Expenses Rev And Expnss$22,916OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$11,458OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$11,458OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$50,902TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$36,657TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$12,646TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$734,100ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$734,100ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$785,002TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$36,657TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$746,746TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$56,807ExcessRevenueOverExpensesAmt
Net Investment Income$140,152NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$121,392CashBOYAmt
Cash EOY$103,922CashEOYAmt
Cash EOYFMV$103,922CashEOYFMVAmt
Acct Rcvbl EOY$0AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$0AcctRcvblEOYFMVAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Corporate Stock BOY$883,683CorporateStockBOYAmt
Corporate Stock EOY$886,538CorporateStockEOYAmt
Corporate Stock EOYFMV$1,304,187CorporateStockEOYFMVAmt
Corporate Bonds BOY$892,456CorporateBondsBOYAmt
Corporate Bonds EOY$968,267CorporateBondsEOYAmt
Corporate Bonds EOYFMV$989,400CorporateBondsEOYFMVAmt
Other Investments EOYFMV$0OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,897,531TotalAssetsBOYAmt
Total Assets EOY$1,958,727TotalAssetsEOYAmt
Total Assets EOYFMV$2,397,509TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$1,897,531CapitalStockBOYAmt
Capital Stock EOY$1,958,727CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$1,897,531TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,958,727TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,897,531TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,958,727TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,897,531TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$56,807ExcessRevenueOverExpensesAmt
Other Increases$8,508OtherIncreasesAmt
Subtotal$1,962,846SubtotalAmt
Other Decreases$4,119OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,958,727TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (304 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
2.461 DFA INTERNATIONAL VALUE I #50452024-10-092025-01-21$53$54-$1-$1
8.668 VANGUARD EQUITY INCOME ADM FUND #5652022-06-022025-01-21$798$803-$5-$5
.912 VANGUARD 500 INDEX ADMIRAL FUND #5402023-10-202025-01-21$509$356$153$153
152.913 DFA US SMALL CAP PORTFOLIO #50312024-12-172025-01-28$7,728$6,980$748$748
83.217 DFA US SMALL CAP PORTFOLIO #50312024-01-292025-01-28$4,206$3,677$529$529
81.257 DFA INTERNATIONAL VALUE I #50452024-10-092025-01-28$1,754$1,770-$16-$16
40.629 DFA INTERNATIONAL VALUE I #50452024-10-092025-01-28$877$885-$8-$8
161.732 FIDELITY INTERNATIONAL INDEX FUND #23632023-03-202025-01-28$8,045$6,901$1,144$1,144
81.708 FIDELITY INTERNATIONAL INDEX FUND #23632023-08-212025-01-28$4,064$3,546$518$518
2209.89 FIDELITY INTERMEDIATE TREASURY BOND INDE2022-11-282025-01-28$20,972$21,764-$792-$792
349.68571 FIDELITY INTERMEDIATE TREASURY BOND INDE2023-12-202025-01-28$3,319$3,383-$64-$64
191.69029 FIDELITY INTERMEDIATE TREASURY BOND INDE2022-11-282025-01-28$1,819$1,852-$33-$33
1467.454 JP MORGAN CORE BOND R6 #39002023-05-232025-01-28$14,953$15,233-$280-$280
290.75977 JP MORGAN CORE BOND R6 #39002023-05-232025-01-28$2,963$2,980-$17-$17
49.15423 JP MORGAN CORE BOND R6 #39002023-05-232025-01-28$501$504-$3-$3
114.018 JP MORGAN SHORT DURATION BD R6 #39442023-11-302025-01-28$1,238$1,206$32$32
16.206 MFS INTERNATIONAL EQUITY FUND R6 FUND 402023-05-232025-01-28$577$510$67$67
12.102 THRIVENT LARGE CAP VALUE FUND S FUND #922024-12-122025-01-28$366$367-$1-$1
4.8 VANGUARD GROWTH INDEX ADM2023-03-202025-02-20$1,051$589$462$462
1.179 VANGUARD 500 INDEX ADMIRAL FUND #5402023-10-202025-02-20$667$460$207$207
38.516 JP MORGAN LARGE CAP GROWTH R62024-01-292025-03-20$3,029$2,595$434$434
163.044 MFS INTERNATIONAL EQUITY FUND R6 FUND 402024-01-292025-03-20$6,052$5,142$910$910
12.884 VANGUARD EQUITY INCOME ADM FUND #5652022-06-022025-03-20$1,171$1,194-$23-$23
2.352 DFA US SMALL CAP PORTFOLIO #50312024-01-292025-04-15$99$104-$5-$5
641.00388 FIDELITY INTERMEDIATE TREASURY BOND INDE2024-01-292025-04-15$6,199$6,205-$6-$6
1012.00612 FIDELITY INTERMEDIATE TREASURY BOND INDE2024-01-292025-04-15$9,786$9,796-$10-$10
120.496 JP MORGAN LARGE CAP GROWTH R62024-03-192025-04-15$9,075$8,196$879$879
98.01 JP MORGAN US EQUITY FUND CLASS I #12242024-01-292025-04-15$2,216$2,146$70$70
796.527 JP MORGAN CORE BOND R6 #39002023-05-232025-04-15$8,148$8,164-$16-$16
1624.443 JP MORGAN SHORT DURATION BD R6 #39442024-03-192025-04-15$17,658$17,345$313$313
319.946 MFS INTERNATIONAL EQUITY FUND R6 FUND 402024-01-292025-04-15$11,361$10,174$1,187$1,187
742.384 PIMCO INCOME FUND INST CLASS FUND 18212024-01-292025-04-15$7,825$7,869-$44-$44
63.924 THRIVENT LARGE CAP VALUE FUND S FUND #922024-01-292025-04-15$1,772$1,795-$23-$23
30.513 VANGUARD EQUITY INCOME ADM FUND #5652022-08-252025-04-15$2,614$2,769-$155-$155
1213.566 VANGUARD SHORT-TERM INVMT GRADE ADM CL F2024-03-192025-04-15$12,548$12,391$157$157
5.313 VANGUARD MID-CAP INDEX ADMIRAL SHARES #2024-03-192025-04-15$1,621$1,546$75$75
11.72 VANGUARD GROWTH INDEX ADM2024-03-192025-04-15$2,186$2,070$116$116
1.761 VANGUARD SMALL-CAP INDEX FUND ADMIRAL SH2024-03-192025-04-15$175$186-$11-$11
19.547 VANGUARD 500 INDEX ADMIRAL FUND #5402024-03-192025-04-15$9,737$9,334$403$403
165.549 DFA US SMALL CAP PORTFOLIO #50312024-01-292025-04-22$6,976$7,316-$340-$340
35.294 DFA US SMALL CAP PORTFOLIO #50312025-03-032025-04-22$1,487$1,654-$167-$167
318.412 DFA US SMALL CAP PORTFOLIO #50312024-01-292025-04-22$13,418$14,071-$653-$653
151.887 FIDELITY INTERMEDIATE TREASURY BOND INDE2024-01-292025-04-22$1,466$1,470-$4-$4
724.24406 JP MORGAN CORE BOND R6 #39002023-05-232025-04-22$7,387$7,423-$36-$36
64.80394 JP MORGAN CORE BOND R6 #39002023-05-232025-04-22$661$664-$3-$3
2624.786 JP MORGAN CORE BOND R6 #39002023-05-232025-04-22$26,773$26,904-$131-$131
1222.265 JP MORGAN SHORT DURATION BD R6 #39442024-02-202025-04-22$13,310$12,809$501$501
3708.889 JP MORGAN SHORT DURATION BD R6 #39442024-02-282025-04-22$40,390$38,722$1,668$1,668
696.89384 PIMCO INCOME FUND INST CLASS FUND 18212024-01-292025-04-22$7,338$7,387-$49-$49
60.00316 PIMCO INCOME FUND INST CLASS FUND 18212024-01-292025-04-22$632$636-$4-$4
24.331 PIMCO INCOME FUND INST CLASS FUND 18212024-09-302025-04-22$256$262-$6-$6
2526.856 PIMCO INCOME FUND INST CLASS FUND 18212024-03-192025-04-22$26,608$26,756-$148-$148
262.151 THRIVENT LARGE CAP VALUE FUND S FUND #922024-01-292025-04-22$7,230$7,361-$131-$131
471.591 THRIVENT LARGE CAP VALUE FUND S FUND #922024-01-292025-04-22$13,006$13,242-$236-$236
558.158 VANGUARD SHORT-TERM INVMT GRADE ADM CL F2024-02-202025-04-22$5,777$5,619$158$158
1208.832 VANGUARD SHORT-TERM INVMT GRADE ADM CL F2024-02-282025-04-22$12,511$12,147$364$364
22.388 VANGUARD MID-CAP INDEX ADMIRAL SHARES #2023-10-202025-04-22$6,837$4,864$1,973$1,973
42.827 VANGUARD MID-CAP INDEX ADMIRAL SHARES #2023-09-142025-04-22$13,080$11,156$1,924$1,924
15.8312 DFA INTERNATIONAL VALUE I #50452025-03-202025-04-28$370$371-$1-$1
11.3318 DFA INTERNATIONAL VALUE I #50452025-03-202025-04-28$265$266-$1-$1
13.863 FIDELITY INTERNATIONAL INDEX FUND #23632024-02-202025-04-28$738$647$91$91
14.343 FIDELITY INTERMEDIATE TREASURY BOND INDE2024-01-292025-04-28$140$139$1$1
25.237 JP MORGAN LARGE CAP GROWTH R62024-01-292025-04-28$1,960$1,353$607$607
74.558 JP MORGAN US EQUITY FUND CLASS I #12242024-01-292025-04-28$1,715$1,633$82$82
13.478 MFS INTERNATIONAL EQUITY FUND R6 FUND 402023-05-232025-04-28$499$424$75$75
21.379 THRIVENT LARGE CAP VALUE FUND S FUND #922024-01-292025-04-28$604$600$4$4
9.742 VANGUARD EQUITY INCOME ADM FUND #5652022-06-022025-04-28$849$903-$54-$54
2.467 VANGUARD MID-CAP INDEX ADMIRAL SHARES #2016-09-272025-04-28$778$393$385$385
23.964 VANGUARD GROWTH INDEX ADM2024-04-222025-04-28$4,640$3,196$1,444$1,444
12.161 VANGUARD SMALL-CAP INDEX FUND ADMIRAL SH2024-01-292025-04-28$1,258$1,237$21$21
16.848 VANGUARD 500 INDEX ADMIRAL FUND #5402023-10-202025-04-28$8,600$2,216$6,384$6,384
10.339 DFA INTERNATIONAL VALUE I #50452025-03-202025-05-20$252$242$10$10
5.476 FIDELITY INTERNATIONAL INDEX FUND #23632023-03-202025-05-20$305$234$71$71
17.514 JP MORGAN LARGE CAP GROWTH R62022-06-022025-05-20$1,470$915$555$555
52.509 JP MORGAN US EQUITY FUND CLASS I #12242024-01-292025-05-20$1,303$1,150$153$153
4.422 MFS INTERNATIONAL EQUITY FUND R6 FUND 402023-05-232025-05-20$172$139$33$33
10.203 THRIVENT LARGE CAP VALUE FUND S FUND #922024-01-292025-05-20$305$287$18$18
4.782 VANGUARD EQUITY INCOME ADM FUND #5652022-06-022025-05-20$436$443-$7-$7
1.53 VANGUARD MID-CAP INDEX ADMIRAL SHARES #2020-03-202025-05-20$518$239$279$279
15.612 VANGUARD GROWTH INDEX ADM2022-12-202025-05-20$3,323$1,727$1,596$1,596
10.43 VANGUARD SMALL-CAP INDEX FUND ADMIRAL SH2023-09-202025-05-20$1,166$998$168$168
10.72 VANGUARD 500 INDEX ADMIRAL FUND #5402009-12-282025-05-20$5,886$1,138$4,748$4,748
30.977 JP MORGAN LARGE CAP GROWTH R62024-05-222025-05-30$2,602$2,237$365$365
21.881 JP MORGAN US EQUITY FUND CLASS I #12242024-01-292025-05-30$540$479$61$61
44.025 VANGUARD GROWTH INDEX ADM2024-05-222025-05-30$9,369$7,698$1,671$1,671
16.203 VANGUARD 500 INDEX ADMIRAL FUND #5402024-05-222025-05-30$8,856$7,950$906$906
17.922 DFA INTERNATIONAL VALUE I #50452025-03-202025-06-23$442$407$35$35
47.508 FIDELITY INTERMEDIATE TREASURY BOND INDE2024-01-292025-06-23$462$460$2$2
3.059 JP MORGAN LARGE CAP GROWTH R62022-06-022025-06-23$262$160$102$102
7.742 JP MORGAN US EQUITY FUND CLASS I #12242024-01-292025-06-23$195$170$25$25
16.729 JP MORGAN CORE BOND R6 #39002023-05-232025-06-23$172$171$1$1
21.405 JP MORGAN SHORT DURATION BD R6 #39442024-05-202025-06-23$234$229$5$5
22.268 PIMCO INCOME FUND INST CLASS FUND 18212024-01-292025-06-23$238$237$1$1
4.59 THRIVENT LARGE CAP VALUE FUND S FUND #922024-01-292025-06-23$139$129$10$10
20.547 VANGUARD SHORT-TERM INVMT GRADE ADM CL F2024-06-112025-06-23$214$209$5$5
6.019 VANGUARD SHORT TERM TREASURY INDEX FUND2025-04-222025-06-23$118$118
1.929 VANGUARD GROWTH INDEX ADM2022-12-202025-06-23$419$213$206$206
1.468 VANGUARD 500 INDEX ADMIRAL FUND #5402009-12-282025-06-23$818$152$666$666
45.974 DFA INTERNATIONAL VALUE I #50452025-07-212025-08-20$1,220$1,141$79$79
3.64 VANGUARD GROWTH INDEX ADM2022-12-202025-08-20$849$402$447$447
14.401 FIDELITY INTERNATIONAL INDEX FUND #23632023-03-202025-08-27$846$614$232$232
204.009 JP MORGAN LARGE CAP GROWTH R62024-06-212025-08-27$18,869$10,946$7,923$7,923
100.837 JP MORGAN LARGE CAP GROWTH R62022-06-022025-08-27$9,326$5,266$4,060$4,060
2823.418 JP MORGAN CORE BOND R6 #39002025-06-302025-08-27$29,279$29,059$220$220
5411.849 JP MORGAN CORE BOND R6 #39002024-06-212025-08-27$56,121$55,051$1,070$1,070
198.269 JP MORGAN CORE BOND R6 #39002025-03-202025-08-27$2,056$2,041$15$15
1461.915 JP MORGAN CORE BOND R6 #39002024-05-202025-08-27$15,160$14,915$245$245
196.048 MFS INTERNATIONAL EQUITY FUND R6 FUND 402024-06-212025-08-27$7,765$6,558$1,207$1,207
93.444 MFS INTERNATIONAL EQUITY FUND R6 FUND 402023-05-232025-08-27$3,701$2,943$758$758
1.053 THRIVENT LARGE CAP VALUE FUND S FUND #922024-01-292025-08-27$34$30$4$4
4.882 VANGUARD GROWTH INDEX ADM2022-12-202025-08-27$1,159$539$620$620
3.317 VANGUARD SMALL-CAP INDEX FUND ADMIRAL SH2023-09-202025-08-27$402$297$105$105
4.464 VANGUARD 500 INDEX ADMIRAL FUND #5402009-12-282025-08-27$2,675$463$2,212$2,212
5.047 VANGUARD GROWTH INDEX ADM2022-12-202025-09-22$1,257$454$803$803
2.597 VANGUARD 500 INDEX ADMIRAL FUND #5402009-12-282025-09-22$1,608$270$1,338$1,338
146.302 DFA INTERNATIONAL VALUE I #50452024-10-092025-10-15$3,906$3,186$720$720
83.058 FIDELITY INTERNATIONAL INDEX FUND #23632024-09-302025-10-15$4,993$4,322$671$671
1699.911 FIDELITY INTERMEDIATE TREASURY BOND INDE2024-08-302025-10-15$16,897$16,558$339$339
61.145 JP MORGAN LARGE CAP GROWTH R62024-09-302025-10-15$5,932$4,855$1,077$1,077
228.124 JP MORGAN US EQUITY FUND CLASS I #12242024-01-292025-10-15$6,397$4,996$1,401$1,401
986.019 JP MORGAN SHORT DURATION BD R6 #39442024-09-302025-10-15$10,807$10,748$59$59
45.5 MFS INTERNATIONAL EQUITY FUND R6 FUND 402024-09-302025-10-15$1,834$1,698$136$136
617.356 PIMCO INCOME FUND INST CLASS FUND 18212024-09-302025-10-15$6,754$6,586$168$168
65.654 THRIVENT LARGE CAP VALUE FUND S FUND #922024-06-212025-10-15$2,174$1,860$314$314
58.634 VANGUARD EQUITY INCOME ADM FUND #5652024-09-302025-10-15$5,759$5,492$267$267
705.904 VANGUARD INTERMEDIATE TERM INVT GRADE AD2025-08-272025-10-15$6,332$6,261$71$71
964.149 VANGUARD SHORT-TERM INVMT GRADE ADM CL F2024-09-302025-10-15$10,162$10,076$86$86
415.709 VANGUARD SHORT TERM TREASURY INDEX FUND2025-08-272025-10-15$8,160$8,156$4$4
4.158 VANGUARD MID-CAP INDEX ADMIRAL SHARES #2024-09-302025-10-15$1,504$1,350$154$154
48.472 VANGUARD GROWTH INDEX ADM2024-09-302025-10-15$11,932$9,464$2,468$2,468
38.367 VANGUARD SMALL-CAP INDEX FUND ADMIRAL SH2024-09-302025-10-15$4,716$4,214$502$502
46.578 VANGUARD 500 INDEX ADMIRAL FUND #5402024-09-302025-10-15$28,691$24,543$4,148$4,148
261.502 DFA INTERNATIONAL VALUE I #50452024-10-092025-11-17$7,178$5,696$1,482$1,482
89.839 FIDELITY INTERNATIONAL INDEX FUND #23632024-06-212025-11-17$5,415$4,439$976$976
1267.473 FIDELITY INTERMEDIATE TREASURY BOND INDE2022-11-282025-11-17$12,535$12,244$291$291
31.061 JP MORGAN LARGE CAP GROWTH R62024-08-302025-11-17$2,947$2,052$895$895
165.442 JP MORGAN US EQUITY FUND CLASS I #12242024-01-292025-11-17$4,584$3,623$961$961
950.071 JP MORGAN SHORT DURATION BD R6 #39442024-09-302025-11-17$10,394$10,312$82$82
56.313 MFS INTERNATIONAL EQUITY FUND R6 FUND 402024-09-302025-11-17$2,250$1,838$412$412
546.175 PIMCO INCOME FUND INST CLASS FUND 18212024-06-212025-11-17$5,975$5,739$236$236
62.731 THRIVENT LARGE CAP VALUE FUND S FUND #922024-01-292025-11-17$2,066$1,761$305$305
58.542 VANGUARD EQUITY INCOME ADM FUND #5652022-08-252025-11-17$5,711$5,291$420$420
524.86 VANGUARD INTERMEDIATE TERM INVT GRADE AD2025-08-272025-11-17$4,666$4,656$10$10
875.32 VANGUARD SHORT-TERM INVMT GRADE ADM CL F2024-08-302025-11-17$9,191$9,019$172$172
398.97 VANGUARD SHORT TERM TREASURY INDEX FUND2025-08-272025-11-17$7,816$7,814$2$2
3.664 VANGUARD MID-CAP INDEX ADMIRAL SHARES #2024-06-212025-11-17$1,283$1,121$162$162
38.499 VANGUARD GROWTH INDEX ADM2024-08-302025-11-17$9,496$7,096$2,400$2,400
19.119 VANGUARD SMALL-CAP INDEX FUND ADMIRAL SH2024-06-212025-11-17$2,246$1,999$247$247
40.448 VANGUARD 500 INDEX ADMIRAL FUND #5402024-06-212025-11-17$24,942$19,463$5,479$5,479
51.12 DFA INTERNATIONAL VALUE I #50452024-10-092025-12-22$1,458$1,113$345$345
5.493 VANGUARD SMALL-CAP INDEX FUND ADMIRAL SH2024-12-202025-12-22$695$628$67$67
3.655 VANGUARD 500 INDEX ADMIRAL FUND #5402009-12-282025-12-22$2,320$371$1,949$1,949
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
CAPITAL GAIN DIVIDENDS$19,697P
FieldValueIRS element (for citing)
Capital Gain Net Income$103,092CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,948InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,948SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,948TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,000EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$1,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Tax Due$948TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateOHOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1JEFF CARMICHAELBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7403746147PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1138 PUTNAM STREETAddressLine1Txt
CityMARIETTACityNm
State AbbreviationOHStateAbbreviationCd
ZIP45750ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
GEORGE BROUGHTON
3700 STATE ROUTE 60MARIETTAOH45750DIRECTOR1$0
KEVIN EAGAN
138 PUTNAM STREETMARIETTAOH45750GRANT COORDINATOR-VP, VC1$0
JEFF CARMICHAEL
138 PUTNAM STREETMARIETTAOH45750TREASURER1$0
CHUCK SULERZYSKI
138 PUTNAM STREETMARIETTAOH45750DIRECTOR1$0
STACI MATHENEY
138 PUTNAM STREETMARIETTAOH45750CHAIRMAN & PRESIDENT1$0
JIM HUGGINS
138 PUTNAM STREETMARIETTAOH45750DIRECTOR1$0
KATHRYN BAILEY
138 PUTNAM STREETMARIETTAOH45750VICE PRESIDENT1$0
M RYAN KIRKHAM
138 PUTNAM STREETMARIETTAOH45750SECRETARY1$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
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,266,106AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$181,460AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,447,566TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,447,566AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$36,713CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,410,853NetVlNoncharitableAssetsAmt
Minimum Investment Return$120,543MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$120,543MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,948TaxBasedOnInvestmentIncomeAmt
Total Tax$1,948TotalTaxAmt
Distributable Before Adj$118,595DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$118,595DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$118,595DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$746,746ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$746,746QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$118,595DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$728,169ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$566,090ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$639,604ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$656,449ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$681,551ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$3,271,863TotalExcessDistributionCyovAmt
Qualifying Distributions$746,746QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$118,595AppliedToCurrentYearAmt
Remaining Distri From Corpus$628,151RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$3,900,014TotalCorpusAmt
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$728,169ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$3,171,845ExcessDistriCyovToNextYrAmt
Excess From Year4$566,090ExcessFromYear4Amt
Excess From Year3$639,604ExcessFromYear3Amt
Excess From Year2$656,449ExcessFromYear2Amt
Excess From Year1$681,551ExcessFromYear1Amt
Excess From Current Year$628,151ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonKEVIN EAGANRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1138 PUTNAM STREETAddressLine1Txt
CityMARIETTACityNm
State AbbreviationOHStateAbbreviationCd
ZIP45750ZIPCd
FieldValueIRS element (for citing)
Recipient Phone7403746172RecipientPhoneNum
Form And Info And MaterialsGRANT APPLICATIONFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsPRINCIPAL AREAS IN OHIO, WEST VIRGINIA, KENTUCKY, VIRGINIA, WASHINGTON DC, AND MARYLANDRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (253 entries)

Business Name Line2RecipientBusinessName/BusinessNameLine2TxtAddress Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ASPIRE APPALACHIA INC SUMMER
FLOOD RELIEF1185 LAKESIDE DRJACKSONKY41339NONEPCPROGRAM SUPPORT$2,500
FOUNDATION FOR APPALACHIAN OHIO
PO BOX 456NELSONVILLEOH45764NONEPCPROGRAM SUPPORT$5,000
AMERICAN NATIONAL RED CROSS
PO BOX 37839BOONEIA50037NONEPCPROGRAM SUPPORT$5,000
CASTING FOR KIDS INC
ATTN MR CHRIS FERGUSONP O BOX 625WITTENSVILLEKY41274NONEPCPROGRAM SUPPORT$1,000
CENTRAL COMMUNITY HOUSE OF COLUMBUS INC
ATTN MS DIANE JONES1150 E MAIN STCOLUMBUSOH43205NONEPCPROGRAM SUPPORT$1,000
FRIENDS OF THE MUSEUMS INC
601 2ND STMARIETTAOH45750NONEPCPROGRAM SUPPORT$5,000
HIGHLAND COUNTY SOCIETY FOR
CRIPPLED CHILDREN & ADULTSPO BOX 972HILLSBOROOH45133NONEPCPROGRAM SUPPORT$2,500
RURAL ACTION INC
ATTN MS DEBBIE PHILLIPS CEO9030 HOCKING HILLS DRTHE PLAINSOH45780NONEPCPROGRAM SUPPORT$2,355
BRIGHT BEGINNINGS INC
ATTN MS REBECCA RORKE3418 4TH ST SEWASHINGTONDC20032NONEPCPROGRAM SUPPORT$2,500
SOUTHEASTERN OHIO PORT AUTHORITY
ATTN MR ANDY KUHN204 FRONT STMARIETTAOH45750NONEPCPROGRAM SUPPORT$12,000
WOMEN WALKING WEST INC
ATTN MS ALICIA FARBSTEIN8337 VERBENA LNLIBERTY TWPOH45044NONEPCPROGRAM SUPPORT$3,000
MUSKINGUM VALLEY HEALTH CENTERS
859 N MAIN STMALTAOH43758NONEPCPROGRAM SUPPORT$15,000
BETSEY MILLS CORPORATION
ATTN MRS KERRY JEAN WADDLEDIR300 FOURTH STREETMARIETTAOH45750NONEPCPROGRAM SUPPORT$12,500
BRANCH OUT BURLINGTON
ATTN MARGARET SKINNER93 HOWARD STBURLINGTONVT05401NONEPCPROGRAM SUPPORT$1,000
GREATER TWIN CITIES UNITED WAY
404 SOUTH EIGHTH STREETMINNEAPOLISMN55404NONEPCPROGRAM SUPPORT$2,500
HIGHLAND COUNTY HUMANE SOCIETY
ATTN MRS SARAH ROE BOD - TREASURER9331 STATE ROUTE 124HILLSBOROOH45133NONEPCPROGRAM SUPPORT$1,600
MARIETTA COLLEGE
215 FIFTH STREETMARIETTAOH45750NONEPCPROGRAM SUPPORT$39,000
MEMORIAL HEALTH FOUNDATION
P O BOX 97MARIETTAOH45750NONEPCPROGRAM SUPPORT$25,000
NTL FNDN FOR CONSUMER CREDIT INC
2435 DUDLEY AVENUEPARKERSBURGWV26101NONEPCPROGRAM SUPPORT$2,000
UNITED WAY GUERNSEY & NOBLE
PO BOX 5CAMBRIDGEOH43725NONEPCPROGRAM SUPPORT$5,000
UNITED WAY MUSK PERRY & MORGAN
526 PUTNAM AVEZANESVILLEOH43701NONEPCPROGRAM SUPPORT$2,000
UNITED WAY OF CENTRAL WV
ATTN KRISTI MOREY1 UNITED WAY SQUARECHARLESTONWV25301NONEPCPROGRAM SUPPORT$1,000
UNITED WAY OF CLINTON COUNTY INC
ATTN MS AMANDA HARRISON63 W MAIN STWILMINGTONOH45177NONEPCPROGRAM SUPPORT$1,000
UNITED WAY OF COSHOCTON COUNTY
ATTN MS LYN MIZERPO BOX 84COSHOCTONOH43812NONEPCPROGRAM SUPPORT$2,000
UNITED WAY OF EASTERN KENTUCKY
PO BOX 1446PRESTONBURGKY41653NONEPCPROGRAM SUPPORT$1,000
UNITED WAY OF GREENBRIER VALLEY
PO BOX 572LEWISBURGWV24901NONEPCPROGRAM SUPPORT$2,500
UNITED WAY ALLIANCE OF MOV
ATTN MS STACY DECICCO935 MARKET STREETPARKERSBURGWV26101NONEPCPROGRAM SUPPORT$5,000
UNITED WAY OF NORTHEAST KENTUCKY
ATTN JERRI COMPTONPO BOX 2285ASHLANDKY41105NONEPCPROGRAM SUPPORT$2,000
UNITED WAY OF THE RIVER CITIES
820 MADISON AVEHUNTINGTONWV25704NONEPCPROGRAM SUPPORT$5,000
UNITED WAY OF WARREN COUNTY OHIO
645 OAK STREETLEBANONOH45036NONEPCPROGRAM SUPPORT$1,000
WASCO INC
ATTN MS ALICIA SIMMS CEO340 MUSKINGUM DRIVEMARIETTAOH45750NONEPCPROGRAM SUPPORT$2,000
CARING FOR OTHERS INC
PO BOX 8TOLLESBOROKY41189NONEPCPROGRAM SUPPORT$1,000
MOUNTAINEER FOOD BANK INC
ATTN MR J CHAD MORRISON CEO484 ENTERPRISE DRGASSAWAYWV26624NONEPCPROGRAM SUPPORT$10,000
MT ORAB CH OF CHRIST FOOD PANTRY
400 SMITH RDMT ORABOH45154NONEPCPROGRAM SUPPORT$1,000
MT ORAB UNITED METHODIST CHURCH
212 CHURCH STMT ORABOH45154NONEPCPROGRAM SUPPORT$1,000
ROANE COUNTY HELPING HAND INC
PO BOX 576SPENCERWV25276NONEPCPROGRAM SUPPORT$2,000
APPALACHIA REACH OUT
PO BOX 2147INEZKY41224NONEPCPROGRAM SUPPORT$1,000
FACING HUNGER FOODBANK INC
ATTN CYNTHIA KIRKHARTDIRECTOR1327 7TH AVEHUNTINGTONWV25701NONEPCPROGRAM SUPPORT$5,000
GRACE PANTRY INC
1101 STEUBENVILLE AVECAMBRIDGEOH43725NONEPCPROGRAM SUPPORT$1,000
HEART & HAND OUTREACH MINISTRIES
ATTN MR EDDIE BUCKLENDIRECTOR212 D STS CHARLESTONWV25303NONEPCPROGRAM SUPPORT$1,000
POTTERS HOUSE MINISTRIES INC
5409 WINCHESTER AVEPORTSMOUTHOH45662NONEPCPROGRAM SUPPORT$1,000
SOUTH WEBSTER FOOD PANTRY
8 POTTS STSOUTH WEBSTEROH45682NONEPCPROGRAM SUPPORT$1,000
BELPRE AREA MINISTRIES INC
PO BOX 101BELPREOH45714NONEPCPROGRAM SUPPORT$1,000
CHRISTS TABLE HOLIDAY FOOD PANTRY
28 S 6TH STZANESVILLEOH43701NONEPCPROGRAM SUPPORT$1,000
CLINTON COUNTY COMM ACTION PROG
PO BOX 32WILMINGTONOH45177NONEPCPROGRAM SUPPORT$2,000
COPE INC
900 N ALLEGHANY AVECOVINGTONVA244261143NONEPCPROGRAM SUPPORT$1,000
FOOD PROGRAM AND CLOTHESLINE - JACKSON
210 PEARL STJACKSONOH456401722NONEPCPROGRAM SUPPORT$3,000
FRANKLIN AREA COMMUNITY SERVICES
ATTN MARTY BAKER345 S MAIN STFRANKLINOH45005NONEPCPROGRAM SUPPORT$1,000
GALLIA COUNTY SNACK PACK
PO BOX 169GALLIPOLISOH45631NONEPCPROGRAM SUPPORT$1,000
GODS PANTRY FOOD BANK INC
ATTN REBECCA WALLACE1685 JAGGIE FOX WAYLEXINGTONKY40511NONEPCPROGRAM SUPPORT$2,000
HEART & HAND
PO BOX 128PHILIPPIWV26416NONEPCPROGRAM SUPPORT$3,000
HEAVENS HARVEST FOOD PANRTY
ATTN MS RENEE THORSBERRYPO BOX 394MARTINKY41649NONEPCPROGRAM SUPPORT$1,000
HELPING HANDS INC
PO BOX 633GREENUPKY41144NONEPCPROGRAM SUPPORT$1,000
HENRY COUNTY HELP CENTER INC
4844 NORTH MAIN STEMINENCEKY40019NONEPCPROGRAM SUPPORT$2,000
HOPE UNITED METHODIST CHURCH
PO BOX 620WELLSTONOH456920620NONEPCPROGRAM SUPPORT$1,000
LEBANON FOOD PANTRY INC
ATTN JERRY HARROD190 NEW STLEBANONOH45036NONEPCPROGRAM SUPPORT$1,000
LINCOLN COUNTY OPPORTUNITY CO
360 MAIN STHAMLINWV25523NONEPCPROGRAM SUPPORT$1,000
LOWELL AREA MISSION BASKET
PO BOX 227LOWELLOH45744NONEPCPROGRAM SUPPORT$1,000
MORGAN COUNTY UNITED MINISTRIES
PO BOX 303MCCONNELSVILLEOH43756NONEPCPROGRAM SUPPORT$1,000
THE SALVATION ARMY
966 EAST MAIN STREETCOLUMBUSOH43205NONEPCPROGRAM SUPPORT$1,000
NO HUNGER FOOD PANTRY INC
1249 SARVIS FORK RDSANDYVILLEWV25275NONEPCPROGRAM SUPPORT$1,000
OPERATION GIVE BACK
ATTN MS ELAINE HIPPS10891 MILLINGTON COURTBLUE ASHOH45242NONEPCPROGRAM SUPPORT$1,000
SOUL FOOD HOLIDAY FOOD PANTRY
5204 KY ROUTE 321PRESTONSBURGKY41653NONEPCPROGRAM SUPPORT$1,000
UPSHUR COOPERATIVE PARISH INC
68 COLLEGE AVENUEBUCKHANNONWV26201NONEPCPROGRAM SUPPORT$2,000
WEST FORK BAPTIST
10127 WEST FORK RDGEORGETOWNOH45121NONEPCPROGRAM SUPPORT$1,000
WILLIAMSBURG COMMUNITY MISSION
330 GAY STWILLIAMSBURGOH45176NONEPCPROGRAM SUPPORT$1,000
FAMILY REFUGE CENTER INC
ATTN MS COURTNEY MCCOYPO BOX 213 COLEMAN DRIVELEWISBURGWV24901NONEPCPROGRAM SUPPORT$2,000
WEST VIRGINIA UNIVERSITY
300 CAMPUS DRPARKERSBURGWV26104NONEPCSCHOLARSHIP$4,000
MIAMI UNIVERSITY
301 S CAMPUS AVEOXFORDOH45056NONEPCSCHOLARSHIP$1,000
UNIVERSITY OF RIO GRANDE
FOR EMMA DAVISPO BOX 500 F-26RIO GRANDEOH45674NONEPCSCHOLARSHIP$1,000
UNIVERSITY OF MOUNT UNION
FOR KENZLIE STAFFORD1972 CLARK AVEALLIANCEOH44601NONEPCSCHOLARSHIP$1,000
SHAWNEE STATE UNIVERSITY
940 SECOND STPORTSMOUTHOH45662NONEPCSCHOLARSHIP$5,000
CAMBRIDGE-GUERNSEY COMMUNITY
9900 BRICK CHURCH ROAD STE 2CAMBRIDGEOH43725NONEPCPROGRAM SUPPORT$1,000
CHURCH IN THE VILLAGE
8673 SWEETBRIAR CTFRANKLINOH450057907NONEPCPROGRAM SUPPORT$1,000
COMMUNITY ACTION OF SO KY INC
921 BEAUTY AVEBOWLING GREENKY42101NONEPCPROGRAM SUPPORT$1,000
EDMONSON COUNTY SENIOR PANTRY
108 EAST MAIN CROSS STREETBROWNSVILLEKY422100000NONEPCPROGRAM SUPPORT$1,000
EMMANUEL UNITED METHODIST CHURCH
136 SCHOOLHOUSE WAYWHITE SULPHUR SPRINGSWV24986NONEPCPROGRAM SUPPORT$1,000
FOOD NETWORK ANGELS
3790 US HIGHWAY 50WILLIAMSBURGOH45176NONEPCPROGRAM SUPPORT$2,000
FOODWORKS ALLIANCE LLC
2725 PINKERTON ROADZANESVILLEOH437011513NONEPCPROGRAM SUPPORT$1,000
GREATER MARIETTA COM FOOD PANTRY
635 STATE ROUTE 821MARIETTAOH457505304NONEPCPROGRAM SUPPORT$1,000
HERE2HELP
4814 FALSTONE AVECHEVY CHASEMD20815NONEPCPROGRAM SUPPORT$1,000
LIVING FAITH BAPTIST CHURCH
6515 US HIGHWAY 231 NHARTFORDKY423479578NONEPCPROGRAM SUPPORT$1,000
MY SISTERS PLACE INC
PO BOX 21463WASHINGTONDC20009NONEPCPROGRAM SUPPORT$2,500
OLDE TOWN COVINGTON
450 W MAIN ST STE 100COVINGTONVA24426NONEPCPROGRAM SUPPORT$2,000
ONEILL SENIOR CENTER INC
333 4TH STMARIETTAOH457502002NONEPCFLOORING FOR KTCHEN$2,370
RIVER CITIES HARVEST INC
PO BOX 2136ASHLANDKY411052136NONEPCHOLIDAY DONATION$1,000
ROTARY INTERNATIONAL
DENNIS HARDINGPO BOX 211BYESVILLEOH437230211NONEPCHOLIDAY DONATION$11,000
RUSSELL MCDOWELL INTER SCHL PTO
1900 LONG STFLATWOODSKY411392128NONEPCPROGRAM SUPPORT$1,000
SLEEP IN HEAVENLY PEACE INC
1560 ELDRIDGE AVENUETWIN FALLSID833017815NONEPCPROGRAM SUPPORT$1,000
SUNNYSIDE CHURCH OF CHRIST
103 WILLETSVILLE PIKEHILLSBOROOH45133NONEPCGENERAL SUPPORT$1,000
TURNING THE PAGE
80 M STREET SE STE 110WASHINGTONDC20003NONEPCPROGRAM SUPPORT$1,000
VFW DANIEL BOONE POST 5578
PO BOX 272MADISONWV25130NONEPCHOLIDAY DONATION$1,000
Fairmont State University
1202 LOCUST AVEFairmontWV26554NONEPCSCHOLARSHIP$1,000
Eastern Kentucky University
521 LANCASTER AVERichmondKY40475NONEPCSCHOLARSHIP$1,000
The Ohio State University
PO BOX 183248ColumbusOH432183248NONEPCSCHOLARSHIP$2,000
Liberty University
PO BOX 10425LynchburgVA24506NONEPCSCHOLARSHIP$1,000
Ohio University
CHUBB HALL 020AthensOH45701NONEPCSCHOLARSHIP$2,000
COMMUNITIES IN SCHOOL GREENBRIER
PO BOX 1188LEWISBURGWV249014188NONEPCSUPPORT$6,500
EDUCATION TRUST INC
1501 K ST NW SUITE 200WASHINGTONDC20005NONEPCSUPPORT$10,000
NEW VIENNA PLANNING COMMITTEE
12 WEST MAIN STREETNEW VIENNAOH45159NONEPCSUPPORT$2,500
URBAN VISION
749 BLAINE AVENUEAKRONOH44310NONEPCSUPPORT$6,000
SUNRISE CHILDRENS SERVICES
ATTN MR DALE SUTTLESPO BOX 1429MT WASHINGTONKY400471429NONEPCSUPPORT$10,000
FEED MY SHEEP FOOD OUTREACH INC
19 VANGUARD LANEBUCKHANNONWV26201NONEPCSUPPORT$1,000
SAINT VINCENT MISSION INC
6369 KY ROUTE 404DAVIDKY41616NONEPCSUPPORT$2,000
NEWPORT COMMUNITY
886 SHEETS RUN ROADMARIETTAOH45750NONEPCSUPPORT$2,000
PIECES OF HOPE
8895 MORGANTOWN ROADBOWLING GREENKY42101NONEPCSUPPORT$1,000
ALLEGHANY HIGHLANDS COMMUNITY
SERVICES BOARD FOUNDATION205 E HAWTHORNE STCOVINGTONVA244261620NONEPCSUPPORT$5,000
GREEN COUNTY FOOD PANTRY
107 S 1ST STREETGREENSBURGKY42743NONEPCSUPPORT$1,000
POINT PLEASANT PRESBYTERIAN
PO BOX 415POINT PLEASANTWV25550NONEPCSUPPORT$1,000
GRACE FELLOWSHIP-CONG GRACE
COMM INTPO BOX 1381PIKEVILLEKY41502NONEPCSUPPORT$1,000
BALTIMORE THURSTON AREA FOOD PANTRY
828 RAILROAD STBALTIMOREOH43105NONEPCSUPPORT$2,000
COMMUNITY ACTION PROGRAM COMM
OF THE LANCASTER-FAIRFIELD COUNTYPO BOX 768LANCASTEROH43130NONEPCSUPPORT$1,000
NEW MARTINSVILLE UNITED METHODIST
CHURCH10 HOWARD JEFFERS DRIVENEW MARTINSVILLEWV26155NONEPCSUPPORT$1,000
WESTERN KENTUCKY UNIVERSITY
1906 COLLEGE HEIGHTS BLVDBOWLING GREENKY42101NONEPCSCHOLARSHIP$2,000
GREATER OWENSBORO ECONOMIC DEVELOPMENT
123 W 4TH ST STE 202OWENSBOROKY42303NONEPCPROGRAM SUPPORT$5,000
FOUNDATION FOR APPALACHIAN OHIO
35 PUBLIC SQUARENELSONVILLEOH45764NONEPCSUPPORT OF ORGANIZATIONS$30,000
LOCUS SMALL BUSINESS DEVELOPMENT
7814 CROUSEL LANE STE 100RICHMONDVA23294NONEPCSUPPORT OF ORGANIZATIONS$5,000
APPALAACHIAN R&D FUND OF KENTUCKY
120 NORTH FRONT AVEPRESTONSBURGKS41653NONEPCSUPPORT OF ORGANIZATIONS$2,000
COMPASSION DELIVERED
1320 BEL AIR DR NWNORTH CANTONOH44720NONEPCSUPPORT OF ORGANIZATIONS$2,500
CPESNKY
1209 N MAIN STBEACER DAMKY42320NONEPCSUPPORT OF ORGANIZATIONS$2,500
EAST CLINTON HIGH SCHOOL FFA
174 LARRICK RDSABINAOH45169NONEPCSUPPORT OF ORGANIZATIONS$5,000
FOODCHAIN NEIGHBORHOOD GREEN GROCERY
501 W SIXTH ST STE 105LEXKY40508NONEPCSUPPORT OF ORGANIZATIONS$2,500
GENESIS HEALTHCARE FOUNDATION
1135 MAPLE AVEZANESVILLEOH43701NONEPCSUPPORT OF ORGANIZATIONS$5,000
FRANKLIN R SOUSLEY DETACHMENT
1095 MARINE CORPS LEAGUE211 NEW AVEBOWLING GREENKY42101NONEPCSUPPORT OF ORGANIZATIONS$3,000
IRAN CULTURAL AND EDUCATIONAL CENTER
14644 PINTO LANEROCKVILLEMD20850NONEPCSUPPORT OF ORGANIZATIONS$2,500
MOUNT CARMEL SCHOOL
75 MILL CREEK LAWSON RDJACKSONKY41339NONEPCSUPPORT OF ORGANIZATIONS$2,500
RIDE TO RIDE OUT BREAST CANCER
1679 OLD PRESTON HWY N 16LOUISVILLEKY40229NONEPCSUPPORT OF ORGANIZATIONS$1,000
NUPOINT COMMUNITY DEVELOPMENT CORP
4127 E 131ST ST STE 100CLEVELANDOH44105NONEPCSUPPORT OF ORGANIZATIONS$2,000
WHAS CRUSADE FOR CHILDREN
520 W CHESTNUT STLOUISVILLEKS40202NONEPCSUPPORT OF ORGANIZATIONS$2,500
MT ORAB PLAYGROUND FUND INC
PO BOX 576MOUT ORABOH45154NONEPCSUPPORT OF ORGANIZATIONS$1,000
HOPE IN THE HILLS INC
PO BOX 9064HUNTINGTONWV257040064NONEPCSUPPORT OF ORGANIZATIONS$5,000
TRUE BELIVER INC
15812 CLEVIDEN RDCLEVELANDOH44112NONEPCSUPPORT OF ORGANIZATIONS$2,500
MOUNTAIN GOSPEL RADIO
1036 KY-541JACKSONKY41339NONEPCSUPPORT OF ORGANIZATIONS$2,000
CRISTO REY RICHMOND HIGH SCHOOL
315 N BELMONT AVERICHMONDVA23221NONEPCSUPPORT OF ORGANIZATIONS$10,000
THE ARC OF THE MID OHIO VALLEY
1917 DUDLEY AVEPARKERSBURGWI26101NONEPCSUPPORT OF ORGANIZATIONS$1,850
BUILDING BRIDGES TO CAREERS
107 LANCASTER STMARIETTAOH45750NONEPCSUPPORT OF ORGANIZATIONS$2,000
BLUE SKY VOICE AND OPPORTUNITIES
203 SOUTH 18TH STCOSHOCTONOH43812NONEPCSUPPORT OF ORGANIZATIONS$5,000
BROWN COUNTY INSTITUTE DOLLY PARTON
IMAGINATION LIBRARY106 SW CROSS STREETMOUNT STERLINGIL62353NONEPCSUPPORT OF ORGANIZATIONS$3,600
CAMBRIDGE AREA YMCA
1301 CLAIRMONT AVECAMGRIDGEOH43725NONEPCSUPPORT OF ORGANIZATIONS$5,000
CLERMONT HOUSING CORP VETERANS VILLAGE
101 E MAIN STBATAVIAOH45103NONEPCSUPPORT OF ORGANIZATIONS$5,000
DON BOSCO CRISTO REY HIGH SCHOOL
1010 LARCH AVETAKOMA PARKMD20912NONEPCSUPPORT OF ORGANIZATIONS$11,000
DOWN SYNDROME ASSOC OF NORTHEAST OHIO
PO BOX 31720INDEPENDENCEOH44131NONEPCSUPPORT OF ORGANIZATIONS$3,500
FRIENDS OF WETZEL COUNTY
136 MAIN STNEW MARTINSVILLEWV261551212NONEPCSUPPORT OF ORGANIZATIONS$2,500
MOUNT VERNON MUSIC & ARTS FESTIVAL
501 S MAIN STREETMOUNT VERNONOH43050NONEPCSCHOLARSHIP$1,000
OHIO COUNTY HOSPITAL CORPORATION
OHIO COUNTY HEALTHCARE1211 OLD MAIN STREETHARTFORDKY42347NONEPCSUPPORT OF ORGANIZATIONS$2,500
PARKERSBURG ART CENTER INC
725 MARKET STPARKERSBURGWV261014628NONEPCSUPPORT OF ORGANIZATIONS$1,000
POMEROY STERNWHEEL REGATTA
PO BOX 427POMEROYOH45769NONEPCSUPPORT OF ORGANIZATIONS$2,500
KENTUCKY MOUNTAIN BIBLE COLLEGE
855 HWY 541JACKSONKY41339NONEPCSUPPORT OF ORGANIZATIONS$2,000
APPALACHIAN CHILDRENS MUSEUM
2044 NEW STONE RIDGE RDRIPLEYWV25271NONEPCSUPPORT OF ORGANIZATIONS$1,000
APPALACHIAN OUTDOOR HEROES
384 FOUR OAKS LANDCALDWELLWV249257174NONEPCSUPPORT OF ORGANIZATIONS$2,000
ASHLAND FIRE FIGHTERS LOCAL 706
PO BOX 2118ASHLANDKY41105NONEPCSUPPORT OF ORGANIZATIONS$5,000
CENTER FOR BLACK EQUITY
1200 G STREET NW STE 810WASHINGTONDC20005NONEPCSUPPORT OF ORGANIZATIONS$5,000
CLERMONT FESTIVAL CHORALE
541 MAIN STMILFORDOH451501172NONEPCSUPPORT OF ORGANIZATIONS$2,000
GRAYSONS PROMISE INC
1185 LAKESIDE DRJACKSONKY41339NONEPCSUPPORT OF ORGANIZATIONS$1,000
H L NEBLETT COMMUNITY CENTER
801 WEST FIFTH STOWENSBOROKY42301NONEPCSUPPORT OF ORGANIZATIONS$7,500
JACKSON AREA FESTIVALS & EVENTS
PO BOX 488JACKSONOH45640NONEPCSUPPORT OF ORGANIZATIONS$3,000
MARIETTA BAND BOOSTERS INC
PO BOX 224MARIETTAOH45750NONEPCSUPPORT OF ORGANIZATIONS$1,500
SURVIVOR ADVOCACY OUTREACH PROGRAM
145 COLUMBUS RD 201ATHENSOH45701NONEPCSUPPORT OF ORGANIZATIONS$2,500
FOOD PANTRY NETWORK OF LICKING COUNTY
1035 BRICE STREETNEWARKOH43055NONEPCSUPPORT OF ORGANIZATIONS$1,000
HELP OFFICE OF OWENSBORO INC
1316 W FOURTH STOWENSBOROKY42301NONEPCSUPPORT OF ORGANIZATIONS$1,000
MAGOFFIN COUNTY SENIOR CITIZENS
PO BOXSALYERSVILLEKY41465NONEPCSUPPORT OF ORGANIZATIONS$1,000
ASHLAND COMMUNITY KITCHEN INC
PO BOX 1743ASHLANDKY411051743NONEPCSUPPORT OF ORGANIZATIONS$1,000
ATHENS COUNTY FOOD PANTRY
9 NORTH COLLEGE STATHENSOH45701NONEPCSUPPORT OF ORGANIZATIONS$1,000
FOUND BY FAITH INC
PO BOXHARVEYSBURGOH45032NONEPCSUPPORT OF ORGANIZATIONS$1,000
RONCEVERTE FOOD PANTRY
426 MAIN ST WRONCEVERTEWV24970NONEPCSUPPORT OF ORGANIZATIONS$2,000
CENTENARY METHODIST CHURCH DANVILLE INC
1441 PERRYVILLE RDDANVILLEKY404221369NONEPCSUPPORT OF ORGANIZATIONS$1,000
WARM BLESSINGS INC
PO BOX 2384ELIZABETHTOWNKY42702NONEPCSUPPORT OF ORGANIZATIONS$1,000
UNITED FUND OF JACKSON CO
PO BOX 242JACKSONOH45640NONEPCSUPPORT OF ORGANIZATIONS$2,000
WHEELERSBURG METHODIST CHURCH
11605 GALLIA PIKE RDWHEELERSBURGOH45694NONEPCSUPPORT OF ORGANIZATIONS$1,000
SHARING THE LOVE APPALACHIAN
CHRISTIAN OUTREACH FOOD PANTRY7800 GERMANY RDWAVERLYOH45690NONEPCSUPPORT OF ORGANIZATIONS$1,000
CADCO FOUNDATION INC
1116 SMITH STCHARLESTONWV253011314NONEPCSUPPORT OF ORGANIZATIONS$10,000
CLIFF HAGAN BOYS &GIRLS CLUB INC
3415 BUCKLAND SQUAREOWENSBOROKY42301NONEPCSUPPORT OF ORGANIZATIONS$3,000
COSHOCTON COUNTY HEAD START INC
3201 CO ROAD 16COSHOCTONOH43812NONEPCSUPPORT OF ORGANIZATIONS$2,000
GUERNSEY CO COMM DEVELOPMENT
905 WHEELING AVECAMBRIDGEOH43275NONEPCSUPPORT OF ORGANIZATIONS$2,500
JOHN P PARKER SCHOOL
5051 ANDERSON PLCINCINNATIOH45227NONEPCSUPPORT OF ORGANIZATIONS$5,000
MINFORD HIGH SCHOOL
PO BOX 204MINFORDOH45653NONEPCSCHOLARSHIP$2,500
SMOKE TOWN COMMUNITY LAND TRUST
835 SOUTH 7TH ST UNIT 506LOUISVILLEKY40203NONEPCSUPPORT OF ORGANIZATIONS$5,000
S CENTRAL KY KIDS ON THE BLOCK
958 COLLETT AVE STE 100BOWLING GREENKY42101NONEPCSUPPORT OF ORGANIZATIONS$1,000
WETZEL COUNTY CENTER FOR FAMILY SUPPORT
132 MAIN STNEW MARTINSVILLEWV26155NONEPCSUPPORT OF ORGANIZATIONS$2,000
ENTRYWAY COLUMBUS
1921 GALLOWS ROAD STE 700VIENNAVA22182NONEPCSUPPORT OF ORGANIZATIONS$5,000
GIRL SCOUTS OF BLACK DIAMOND COUNCIL
321 VIRGINIA ST WCHARLESTONWV25302NONEPCSUPPORT OF ORGANIZATIONS$1,000
RECOVER VIRGINIA
103 MOUNTAINEER DRCOVINGTONVA24426NONEPCSUPPORT OF ORGANIZATIONS$6,000
SAVANNAH'S CLOSET
PO BOX 651RAVENSWOODWV26164NONEPCSUPPORT OF ORGANIZATIONS$2,000
WOMENS CONGRESSIONAL POLICY
INSTITUTE409 12TH STREET SW STE 702WASHINGTONDC20024NONEPCSUPPORT OF ORGANIZATIONS$5,000
WOOD4GOOD LTD
14 BUTTERCUP LANEJERICHOVT05465NONEPCSUPPORT OF ORGANIZATIONS$1,000
APIA SCHOLARS
1850 M ST NW 245WASHINGTONDC20036NONEPCSUPPORT OF ORGANIZATIONS$5,000
ALEXANDER LOCAL SCHOOLS
6091 AYERS RDALBANYOH45710NONEPCSUPPORT OF ORGANIZATIONS$5,000
DEWEY DAM DOG AND CAT PROTECTION
SOCIETY INC111 WILLIAMS BRANCHPRESTONSBURGKY41653NONEPCSUPPORT OF ORGANIZATIONS$2,000
FEEDING AMERICA KENTUCKY HEARTLAND
313 PETERSON DRELIZABETHTOWNKY42701NONEPCSUPPORT OF ORGANIZATIONS$5,000
FRENCH ART COLONY
530 1ST AVEGALLIPOLISOH45631NONEPCSUPPORT OF ORGANIZATIONS$2,000
LEWIS COUNTY HIGH SCHOOL
205 MINUTEMAN DRWESTONWV26452NONEPCSUPPORT OF ORGANIZATIONS$10,000
MAIN STREET PORTSMOUTH
342 2ND STPPORTSMOUTHOH45662NONEPCSUPPORT OF ORGANIZATIONS$5,000
MAMMAW SANDY'S KITCHEN INC
304 W WOODLAWN AVELOUISVILLEKY40214NONEPCSUPPORT OF ORGANIZATIONS$2,000
RURAL COALITION
1029 VERMONT AVE NW 601WASHINGTONDC20005NONEPCSUPPORT OF ORGANIZATIONS$5,000
WOOD COUNTY SOCIETY
317 8TH STREETPARKERSBURGWV26101NONEPCSUPPORT OF ORGANIZATIONS$1,000
THE BOYS & GIRLS WASHINGTON CTY
307 LANCASTER STREETMARIETTAOH457502781NONEPCPROGRAM SUPPORT$2,500
GREATER WASHINGTON AFTER-SCHOOL
CAMP1825 K ST NW STE 450WASHINGTONDC200061255NONEPCPROGRAM SUPPORT$5,000
GATHERING PACE
23300 COMMERCE PARK RDBEACHWOODOH44122NONEPCPRGRAM SUPPORT$2,500
YOUNGSTOWN STATE UNIVERSITY
ONE TRESSEL WAYYOUNGSTOWNOH44555NONEPCSCHOLARSHIP$1,000
RAPE CRISIS CENTER SURVIVOR
EMERGENCY FUND974 E MARKET STAKRONOH44305NONEPCPROGRAM SUPPORT$1,000
SPECIALIZED ALT FAMILY YOUTH KY
1169 EASTERN PARKWAYLOUISVILLEKY40127NONEPCPROGRAM SUPPOT$5,000
WV HOSPITAL RIVERSTONE COMM SVS
BED FOR EVERY HEAD9 LIGHTBURN STREETBUCKHANNONWV26201NONEPCPROGRAM SUPPORT$2,325
WSCC FOUNDATION
710 COLEGATE DRMARIETTAOH457509299NONEPCPROGRAM SUPPORT$25,000
MOREHEAD STATE UNIVERSITY
207 HOWELL-MCDOWELL BLDGMOREHEADKY40351NONEPCSCHOLARSHIP$3,000
APPALACHIAN CENTER
94 COLUMBUS RDATHENSOH457011312NONEPCPROGRAM SUPPORT$3,000
LIFESPRING COMMUNITY CHURCH INC
2414 JACKSONPT PLEASANTWV255502008NONEPCPROGRAM SUPPORT$2,500
SALVATION ARMY MARIETTA
136 FRONT STREETMARIETTAOH45750NONEPCPROGRAM SUPPORT$1,000
UNITED PAN ASAIN AMERICAN
1329 18TH ST NWWASHINGTONDC200366516NONEPCPROGRAM SUPPORT$5,000
UHS SPORTS COMPLEX CAPITAL
CAMPAIGN COMMITTEE1751 EARL CORE RDMORGANTOWNWV26505NONEPCPROGRAM SUPPORT$5,000
LEWISBURG FAIRLEA
200 CHURCH STLEWISBRUGWV24901NONEPCPROGRAM SUPPORT$2,000
THE PARISH FAMILY OF CURE OF ARS
2323 MERRICK AVEMERRICKNY11566NONEPCPROGRAM SUPPORT$500
HOPE HOUSE MINISTRIES
112 W TENTH AVEBOWLING GREENKY42101NONEPCPROGRAM SUPPORT$1,000
SOUTH HIGH SCHOOL
1160 ANN STCOLUMBUSOH43206NONEPCPROGRAM SUPPORT$1,000
COMM ACTION LANCASTER-FAIRFIELD
PO BOX 768LANCASTEROH431300768NONEPCPROGRAM SUPPORT$1,000
ANTIOCH BAPTIST CHURCH FOOD PANTRY
1384 NEW MARKET ROADRICHMONDVA23231NONEPCPROGRAM SUPPORT$1,000
MONCLO FWB PANTRY
1331 MONCLO ROADSHARPLESWV25183NONEPCPROGRAM SUPPORT$1,000
BARBERTON AREA COMMUNITIES
MINISTRIES939 NORTON AVENORTONOH44203NONEPCPROGRAM SUPPORT$1,000
BEECH FORK CHURCH
1847 ST RT 348OTWAYOH45657NONEPCPROGRAM SUPPORT$1,000
CITY OF GERMANTOWN FOOD PANTRY
70 BRIDGEVILLE ROADGERMANTOWNKY41044NONEPCPROGRAM SUPPORT$1,000
COMET CUPBOARD
211 N EAST STMASONOH45040NONEPCPROGRAM SUPPORT$1,000
EPWORTH UNITED METHODIST
CHURCH FOOD PANTRY299 N CHURCH STRIPLEYWV25271NONEPCPROGRAM SUPPORT$1,000
GOOD NEIGHBORS INC
1742 2ND STCUYAHOGA FALLSOH44221NONEPCPROGRAM SUPPORT$1,000
HARVEST FOR THE HUNGRY FOOD PANTRY
120 N 5TH STIRONTONOH45638NONEPCPROGRAM SUPPORT$1,000
HOPE EMERGENCY PROGRAM
5333 KERNAN RDLYNCHBUROH45142NONEPCPROGRAM SUPPORT$1,000
HUNGER ALLIANCE
1027 BEATTYVILLE ROAD HWY 52JACKSONKY41339NONEPCPROGRAM SUPPORT$1,000
MASON COUNTY FOOD PANTRY
1679 FOREST AVENUEMAYSVILLEKY41506NONEPCPROGRAM SUPPORT$1,000
MIDDLE CREEK COMMUNITY
DEVELOPEMENT CLUB INC438 RICHARDSON BRANCHPRESTONBURGKY41653NONEPCPROGRAM SUPPORT$1,000
MT OLIVET BAPTIST CHURCH
173 N MAIN STREETMT OLIVETKY41064NONEPCPROGRAM SUPPORT$1,000
NEW LIFE FELLOWSHIP CHRUCH
370 KY-59VANCEBURGHKY41179NONEPCPROGRAM SUPPORT$1,000
EDMONSON COUNTY BOARD OF
EDUCATION200 WILDCAT WAYBROWNSVILLEKY42210NONEPCPROGRAM SUPPORT$1,000
NFS MINISTRIES
PO BOX 91PARKERSBURGWV26102NONEPCPROGRAM SUPPORT$1,000
PARLEY BOTTOM FREEWILL
BAPTIST CHURCHWV-65LENOREWV25676NONEPCPROGRAM SUPPORT$1,000
SALVATION ARMY COSHOCTON
219 N 4TH STCOSHOCTONOH43812NONEPCPROGRAM SUPPORT$1,000
SALVATION ARMY MOUNT VERNON
206 E OHIO AVENUEMOUNT VERNONOH43050NONEPCPROGRAM SUPPORT$1,000
SARDINA INTERFAITH FOOD PANTRY
105 S MAIN STSARDINAOH45171NONEPCPROGRAM SUPPORT$1,000
SHEPERD'S CHRISTIAN ASSEMBLY
311 MAIN STCOSHOCTONOH43812NONEPCPROGRAM SUPPORT$1,000
SHEPERD'S CORNER
PO BOX 101BRIDGEPORTWV26330NONEPCPROGRAM SUPPORT$1,000
TURN AROUND RESOURCE CENTER
11980 S PRESTON HWYLEBANON JUNCTIONKY40150NONEPCPROGRAM SUPPORT$1,000
TYLER CO FAMILY RESOURCE NETWORK
PO BOX 187MIDDLEBOURNEWV26149NONEPCPROGRAM SUPPORT$1,000
UNITED CHRISTIAN FOOD PANTRY
57 ROBBINS NEST LANESUTTONWV26601NONEPCPROGRAM SUPPORT$1,000
WESTWOODS BOYS AND GIRLS CLUB
2224 MAIN ST WASHLANDKY41102NONEPCPROGRAM SUPPORT$1,000
NOURISH NOW
397 EAST GUDE DRROCKVILLEMD208505393NONEPCPROGRAM SUPPORT$2,000
CLINTON COUNTY SHERIFF'S OFFICE
1645 DAVIDS DRWILMINGTONOH45177NONEPCPROGRAM SUPPORT$2,000
FAMILY RESOURCES NETWORK OF
ROANE COUNTY WV INCPO BOX 322SPENCERWV252760322NONEPCPROGRAM SUPPORT$2,000
HABITAT FOR HUMANITY INT INC
PO BOX 488HILLSBOROOH451330488NONEPCPROGRAM SUPPORT$4,500
SOCC FOUNDATION INC
PO BOX 94OLD WASHINGTONOH437680094NONEPCPROGRAM SUPPORT$1,000
JOHNSON UNIVERSITY
7900 JOHNSON DRKNOXVILLETN37998NONEPCSCHOLARSHIP$1,000
UNIVERSITY OF NOTRE DAME
OFFICE OF FINANCIAL AIDNOTRE DAMEIN46556NONEPCSCHOLARSHIP$1,000
UNIVERSITY OF LOUISVILLE
2211 S BROOK STLOUISVILLEKY40292NONEPCSCHOLARSHIP$1,000
CAMPBELLSVILLE UNIVERSITY
1 UNIVERSITY DRCAMPBELLSVILLEKY42718NONEPCSCHOLARSHIP$1,000
MIDWAY UNIVERSITY
512 E STEPHENS STMIDWAYKY40347NONEPCSCHOLARSHIP$1,000
THOMAS MORE UNIVERSITY
333 THOMAS MORE PARKWAYCRESTVIEW HILLSKY41017NONEPCSCHOLARSHIP$1,000
YALE UNIVERSITY
246 CHURCH STREETNEW HAVENCT065208232NONEPCSCHOLARSHIP$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$734,100TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$73,717ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$103,092ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$176,809ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$176,809TotalIncomeProducingActyAmt
FieldValueIRS element (for citing)
Rln Of Acty To Accom Of Exmpt PrpsRlnOfActyToAccomOfExmptPrpsGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1PEOPLES BANK NABusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1PEOPLES BANK NAAddressLine1Txt
Address Line2138 PUTNAM STREETAddressLine2Txt
CityMARIETTACityNm
State AbbreviationOHStateAbbreviationCd
ZIP45750ZIPCd
FieldValueIRS element (for citing)
Total Contributions$665,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEE (NON-ALLOCCategoryTxt
Amt$2,376Amt
Net Investment Income$1,188NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,188DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (8 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
JP MORGAN CORE BOND R6 #3900
JP MORGAN SHORT DURATION BD R6$192,793$197,965
VANGUARD SHORT TERM BOND INDEX
FIDELITY INTERMEDIATE TREASURY$251,180$256,520
VANGUARD SHORT-TERM INVMT GRAD$172,454$178,364
PIMCO INCOME FUND INST CLASS 1$104,899$108,795
VANGUARD SHORT TERM TREASURY I$148,285$148,435
VANGUARD INTERMEDIATE TERMEDIA$98,656$99,321

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (19 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
VANGUARD 500 INDEX ADMIRAL FUN$231,812$455,514
VANGUARD GROWTH INDEX ADM$84,319$168,976
JP MORGAN EQUITY INCOME FUND I
VANGUARD MID-CAP INDEX ADMIRAL$33,734$38,628
THRIVENT SMALL CAP STOCK FUND
VANGUARD SMALL-CAP INDEX FUND$58,372$78,826
MFS INTERNATIONAL GROWTH FUND
JP MORGAN LARGE CAP GROWTH R6$60,833$77,177
VANGUARD EQUITY INCOME ADM FUN$116,785$120,943
SCHWAB FUNDAMENTAL INTERNATION
FIDELITY ADVISOR MEGA CAP STOC
FIDELITY INTERNATIONAL INDEX F
JP MORGAN US EQUITY FUND CLASS$90,295$103,890
THRIVENT LARGE CAP VALUE FUND$23,399$26,220
DFA US SMALL CAP PORTFOLIO #50
DFA INTERNATIONAL VALUE I #504$72,752$92,043
FIDELITY INTERNATIONAL INDEX #$71,215$89,795
MFS INTERNATIONAL EQUITY FUND$31,411$38,848
THRIVENT LARGE CAP VALUE FUND$11,611$13,327

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
2025 TRANSACTIONS POSTED TO 2026$3,471
2023 EXTENSION PAYMENT$648

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OTHER NON-ALLOCABLE EXPENSE -$200$100$100
OTHER EXPENSE (NON-DEDUCTIBLE$22,716$11,358$11,358

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (3 entries)

DescDescAmtAmt
2024 TRANSACTIONS POSTED TO 2025$3,587
WASH SALE ADJUSTMENTS$285
REVERSAL OF DISTRIBUTIONS IN 2025$4,636

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMNT MNGMNT FEES (NON-DEDCategoryTxt
Amt$23,662Amt
Net Investment Income$23,662NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL TAX PAYMENT - PRIOR YE$599$0$0
FEDERAL ESTIMATES - PRINCIPAL$1,000$0$0
FOREIGN TAXES ON QUALIFIED FOR$318$318$0
FOREIGN TAXES ON NONQUALIFIED$31$31$0

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