Civic Intelligence

Augusta W & J Belle Bowman Fund

990PF • Fiscal year 2021 • EIN 34-7012477

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 01, 2021

Organization Profile
2080 Stockbridge RoadAkron, OH 44313

(330) 867-3020

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

12th percentile

-57%

Higher net margin than 12% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

86th percentile

$14,815

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 27.6% of source-year revenue.

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

29th percentile

-6.0%

Faster asset growth than 29% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

73rd percentile

45%

Faster revenue growth than 73% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$474,778

Down $30,475 (-6.0%) from 2020

Net Assets

Down

$474,778

Down $30,475 (-6.0%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin12th percentile

Revenue

Up

$53,752

Up $16,554 (+45%) from 2020

Expenses

Up

$84,227

Up $14,450 (+21%) from 2020

Net Income

Up

-$30,475

Up $2,104 (+6.5%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800K$600K$400K$200K$0Assets 2012: $564,971Liabilities 2012: $0Net Assets 2012: $564,9712012Assets 2013: $558,646Liabilities 2013: $0Net Assets 2013: $558,6462013Assets 2014: $616,137Liabilities 2014: $0Net Assets 2014: $616,1372014Assets 2015: $592,609Liabilities 2015: $0Net Assets 2015: $592,6092015Assets 2016: $563,096Liabilities 2016: $0Net Assets 2016: $563,0962016Assets 2017: $577,294Liabilities 2017: $0Net Assets 2017: $577,2942017Assets 2018: $535,944Liabilities 2018: $0Net Assets 2018: $535,9442018Assets 2019: $537,832Liabilities 2019: $0Net Assets 2019: $537,8322019Assets 2020: $505,253Liabilities 2020: $0Net Assets 2020: $505,2532020Assets 2021: $474,778Liabilities 2021: $0Net Assets 2021: $474,7782021Assets 2022: $511,989Liabilities 2022: $0Net Assets 2022: $511,9892022Assets 2023: $441,118Liabilities 2023: $0Net Assets 2023: $441,1182023Assets 2024: $407,245Liabilities 2024: $0Net Assets 2024: $407,2452024Assets 2025: $388,836Liabilities 2025: $0Net Assets 2025: $388,8362025

Highlighted filing

2021

Assets$474,778
Liabilities$0
Net Assets$474,778
Open 2021 Filing

Operations Trend

Revenue Growth73rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50K-$100KExpenses 2012: $106,6052012Expenses 2013: $85,0192013Revenue 2014: $104,307Expenses 2014: $46,816Net Income 2014: $57,4912014Revenue 2015: $70,242Expenses 2015: $93,770Net Income 2015: -$23,5282015Revenue 2016: -$766Expenses 2016: $28,747Net Income 2016: -$29,5132016Revenue 2017: $43,826Expenses 2017: $29,628Net Income 2017: $14,1982017Revenue 2018: $20,558Expenses 2018: $61,908Net Income 2018: -$41,3502018Revenue 2019: $23,718Expenses 2019: $21,830Net Income 2019: $1,8882019Revenue 2020: $37,198Expenses 2020: $69,777Net Income 2020: -$32,5792020Revenue 2021: $53,752Expenses 2021: $84,227Net Income 2021: -$30,4752021Revenue 2022: $90,796Expenses 2022: $53,585Net Income 2022: $37,2112022Revenue 2023: $7,209Expenses 2023: $78,080Net Income 2023: -$70,8712023Revenue 2024: $44,288Expenses 2024: $78,161Net Income 2024: -$33,8732024Revenue 2025: $83,656Expenses 2025: $102,065Net Income 2025: -$18,4092025

Highlighted filing

2021

Revenue$53,752
Expenses$84,227
Net Income-$30,475
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 1, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
John V FrankCo-Trustee-$14,815-$14,815
Gregory R BeanCo-Trustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantWestern Reserve Historical SocietyHale Farm and VillagePCCleveland, OH, US$50,000
Paid GrantInternational Soap Box DerbyGeneral FundPCAkron, OH, US$5,000
Paid GrantNorman Rockwell MuseumGeneral FundPCStockbridge, MA, US$5,000
Paid GrantCurated CourthouseGeneral FundPCAkron, OH, US$5,000
Filing and Contact Details

Filer

Filer Name
Augusta W & J Belle Bowman Fund
EIN
34-7012477
Phone
3308673020
Address
2080 Stockbridge Road, Akron, OH 44313

Signing Officer

Name
John V Frank
Title
Trustee
Phone
3308673020
Signed
2021-11-01
Discuss with paid preparer
Yes

Preparer

Firm
Select Fiduciary LLC
Address
PO Box 420, Rootstown, OH 44272
Preparer
Robin L Riemenschneider
Phone
3307770600
Raw XML Appendix313 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt01050
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Select Fiduciary
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0525
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0525
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt050839
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt142346
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt235936
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt322914
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt428426
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt517394
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt610988
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt711053
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt812076
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt99020
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1020820
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1125976
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1242235
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt132905
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1437977
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1560568
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt091350
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1148180
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2129412
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt319586
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt485820
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt527020
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6100253
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt797672
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8134930
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt971170
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10174888
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1132475
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12135450
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt132421
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1433054
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1562216
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Conocophillips
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1Eaton Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2Paccar
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3Cree
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4Phillips 66
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5Dow Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6Alphabet Inc Cl A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7Alphabet Inc Cl C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8Procter Gamble Company
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9Western Digital Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10Paypal Holdings Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11Mercury General
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12Microsoft Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13Organon Co
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14DuPont De Nemours
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15Merck
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt021978
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt031774
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt053752
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt053752
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0525
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0525
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01050
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt031774
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt04938
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt09877
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt014815
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt065000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt065000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt021978
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt021978
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-30475
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0136143
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt031774
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt040258
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0200
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0200
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt070
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt02347
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt02417
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0745
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0745
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt070733
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt013494
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt084227
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt053752
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt053752
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt05733
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt013494
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt019227
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0104369
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt031774
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt031774
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0136143
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly Traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt031774
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-30475
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0474778
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0505253
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0474778
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt059517
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt059517
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt059517
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt060077
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0560
IRS990PF/DistributableAmountGrp/TotalTaxAmt0560
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt057
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0560
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnTaxPaidAmt057
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0560
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0560
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0503
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt057
IRS990PF/FMVAssetsEOYAmt01389202
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0486952
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0431473
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01345897
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0505253
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0474778
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt018301
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt043305
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt043305
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0505253
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0474778
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01389202
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0505253
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0474778
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0505253
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0474778
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01219845
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt059723
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01160122
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt018298
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt060077
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01201547
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01219845
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0003.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1001.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt014815
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0John V Frank
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Gregory R Bean
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Co-Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Co-Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt02080 Stockbridge
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt13475 Ridgewood Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Akron
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Akron
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd044313
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd144333
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt070733
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt070733
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt070733
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0John V Frank
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02080 Stockbridge Rd
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Akron
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd044313
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OH
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum03308673020
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0None
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NONE
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Written Request Describing Project or Need
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0John V Frank Co-Trustee
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum03308673020
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt02080 Stockbridge Rd
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Akron
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd044313
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0Preference given to charitable organizations in Barberton, Ohio
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0None
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt050000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt35000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Hale Farm and Village
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1General Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2General Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3General Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Western Reserve Historical Society
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1International Soap Box Derby
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Norman Rockwell Museum
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Curated Courthouse
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt010625 East Blvd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11000 George Washington Blvd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt29 Glendale Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3209 S High St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Cleveland
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Akron
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Stockbridge
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Akron
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd044106
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd144312
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd201262
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd344308
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0None
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt065000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt030226
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt040507
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt059517
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt070733
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt029291
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt040507
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0State filing fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0200
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0200
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02347
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt170
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Bank of Millbrook
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1Administrative Assistant
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt070
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02347
TaxesSchedule/TaxesDetail/Amt0745
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign Tax Withheld
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0745
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0John V Frank
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum03308673020
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Augusta W & J Belle Bowman Fund
ReturnHeader/Filer/BusinessNameControlTxt0AUGU
ReturnHeader/Filer/EIN0347012477
ReturnHeader/Filer/PhoneNum03308673020
ReturnHeader/Filer/USAddress/AddressLine1Txt02080 Stockbridge Road
ReturnHeader/Filer/USAddress/CityNm0Akron
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044313
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Select Fiduciary LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 420
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Rootstown
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044272
ReturnHeader/PreparerPersonGrp/PhoneNum03307770600
ReturnHeader/PreparerPersonGrp/PreparationDt02021-10-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robin L Riemenschneider
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-11-12T11:36:34-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0John
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Frank
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$474,778
Liabilities
$0
Net assets
$474,778
Revenue
$53,752
Expenses
$84,227
Net income
-$30,475
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.89$0.00$3.89$0.84$1.02$0.18
2024Detailed filing. Detailed filing data is available for this year.$4.07$0.00$4.07$0.44$0.78$0.34
2023Detailed filing. Detailed filing data is available for this year.$4.41$0.00$4.41$0.07$0.78$0.71
2022Detailed filing. Detailed filing data is available for this year.$5.12$0.00$5.12$0.91$0.54$0.37
2021Detailed filing. Detailed filing data is available for this year.$4.75$0.00$4.75$0.54$0.84$0.30
2020Detailed filing. Detailed filing data is available for this year.$5.05$0.00$5.05$0.37$0.70$0.33
2019Detailed filing. Detailed filing data is available for this year.$5.38$0.00$5.38$0.24$0.22$0.02
2018Detailed filing. Detailed filing data is available for this year.$5.36$0.00$5.36$0.21$0.62$0.41
2017Detailed filing. Detailed filing data is available for this year.$5.77$0.00$5.77$0.44$0.30$0.14
2016Detailed filing. Detailed filing data is available for this year.$5.63$0.00$5.63$0.01$0.29$0.30
2015Detailed filing. Detailed filing data is available for this year.$5.93$0.00$5.93$0.70$0.94$0.24
2014Detailed filing. Detailed filing data is available for this year.$6.16$0.00$6.16$1.04$0.47$0.57
2013Detailed filing. Detailed filing data is available for this year.$5.59$0.00$5.59$0.85
2012Detailed filing. Detailed filing data is available for this year.$5.65$0.00$5.65$1.07