| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| ACCOUNTING FEES | 1,596 | 798 | 0 | 798 |
| Grantee's Name | Grantee's Address | Grant Date | Grant Amount | Grant Purpose | Amount Expended By Grantee | Any Diversion By Grantee? | Dates of Reports By Grantee | Date of Verification | Results of Verification |
|---|---|---|---|---|---|---|---|---|---|
|
FRANKLIN PARK LINCOLN INC |
5272 MONROE ST TOLEDO,OH43623 |
2024-07-29 | 4,125 | THE FOUNDATION SUPPORTED A RELATED ORGANIZATION'S PARTNERSHIP WITH A LOCAL CHARITY TO PROVIDE BACK-TO-SCHOOL SUPPLIES FOR THOSE IN NEED. | 4,125 | NONE | GRANTOR HAS NO REASON TO DOUBT THE GRANTEE'S USE OF FUNDS; THEREFORE, NO INDEPENDENT VERIFICATION HAS BEEN MADE TO DATE. | ||
|
FRANKLIN PARK LINCOLN INC |
5272 MONROE ST TOLEDO,OH43623 |
2024-12-26 | 7,994 | THE FOUNDATION SUPPORTED A RELATED ORGANIZATION'S PARTNERSHIP WITH A LOCAL CHARITY TO PROVIDE COATS FOR THE HOMELESS. | 7,994 | NONE | GRANTOR HAS NO REASON TO DOUBT THE GRANTEE'S USE OF FUNDS; THEREFORE, NO INDEPENDENT VERIFICATION HAS BEEN MADE TO DATE. |
| Name of Stock | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| GROWTH FUND OF AMERICA CL F2 | 3,286 | 4,424 |
| ISHARES RUSSELL 1000 GROWTH ETF | 17,771 | 24,496 |
| Description | Amount |
|---|---|
| BASIS ADJUSTMENT BY BROKERAGE FIRM | 5,820 |
| Description | Revenue and Expenses per Books | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| BANK FEES | 25 | 0 | 0 | 25 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| EXCISE TAXES | 2,000 | 0 | 0 | 0 |