BETA

HISS 2002 FAMILY CHARITABLE: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
HISS 2002 FAMILY CHARITABLE (EIN 26-0540232)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-07
IRS object ID
202641279349101989
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)
Return2026-05-07T11:01:38-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN920460586PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PWC US TAX LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14300 E CAMELBACK ROAD STE 475AddressLine1Txt
CityPHOENIXCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85018ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN260540232EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HISS 2002 FAMILY CHARITABLE PFDNBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHISSBusinessNameControlTxt
Phone2168134559PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14900 TIEDEMAN ROAD OH-01-49-0381AddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44144ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKEYBANK BY JOSEPH VELKOSPersonNm
Person TitleVICE PRESIDENTPersonTitleTxt
Phone2168134559PhoneNum
Signature2026-03-25SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJEFFREY E KUHLINPreparerPersonNm
PTINP00353001PTIN
Phone4123556000PhoneNum
Preparation2026-03-25PreparationDt
Self EmployedYes (X)SelfEmployedInd
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$540,258FMVAssetsEOYAmt

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$14,660DividendsRevAndExpnssAmt
Dividends Net Invst Incm$14,653DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$10,775NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$187,868GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$10,775CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$0NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$25,435TotalRevAndExpnssAmt
Total Net Invst Incm$25,428TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$6,541CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$4,906CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$1,635CompOfcrDirTrstDsbrsChrtblAmt
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$1,050AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$1,050AccountingFeesChrtblPrpsAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$712TaxesRevAndExpnssAmt
Taxes Net Invst Incm$200TaxesNetInvstIncmAmt
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$400OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$400OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$8,703TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,106TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,085TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$24,919ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$24,919ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$33,622TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,106TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$28,004TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$8,187ExcessRevenueOverExpensesAmt
Net Investment Income$20,322NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$15,548SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$17,851SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$17,851SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl EOY$0AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$0AcctRcvblEOYFMVAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Investments BOY$299,393OtherInvestmentsBOYAmt
Other Investments EOY$288,896OtherInvestmentsEOYAmt
Other Investments EOYFMV$522,407OtherInvestmentsEOYFMVAmt
Total Assets BOY$314,941TotalAssetsBOYAmt
Total Assets EOY$306,747TotalAssetsEOYAmt
Total Assets EOYFMV$540,258TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$314,941CapitalStockBOYAmt
Capital Stock EOY$306,747CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$314,941TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$306,747TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$314,941TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$306,747TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$314,941TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$8,187ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$306,754SubtotalAmt
Other Decreases$7OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$306,747TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (40 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
96.68 GOLDMAN SACHS INTL EQUITY INSIGHTS FUND2018-09-112025-03-25$1,512$1,262$250$250
802.68 GUGGENHEIM TOTAL RETURN BOND FUND $1.0622017-12-182025-04-17$18,879$21,841-$2,962-$2,962
409. ISHARES CORE US AGGREGATE BOND ETF$2.6422012-01-052025-04-17$40,007$45,002-$4,995-$4,995
25. ISHARES MSCI EMERGING MKTS INDEX$0.986002017-12-182025-03-25$1,117$1,169-$52-$52
23. ISHARES MSCI EAFE INDEX FUND CLOSED-END FUND2025-03-25$1,935$1,619$316$316
26. ISHARES CORE S&P MID-CAP ETF $2.675002009-05-292025-03-25$1,564$295$1,269$1,269
65. ISHARES CORE S&P MID-CAP ETF $2.675002009-05-292025-04-17$3,569$739$2,830$2,830
9. ISHARES RUSSELL 1000 VALUE INDEX$2.409002020-08-072025-03-25$1,705$1,074$631$631
53. ISHARES RUSSELL 1000 VALUE INDEX$2.409002025-04-17$9,375$5,790$3,585$3,585
15. ISHARES RUSSELL 1000 VALUE INDEX$2.409002013-12-122025-09-30$3,036$1,367$1,669$1,669
13. ISHARES S&P SMALLCAP 600 INDEX CLOSED-END FUND2010-07-012025-03-25$1,401$349$1,052$1,052
24. ISHARES S&P SMALLCAP 600 INDEX CLOSED-END FUND2010-07-012025-04-17$2,310$645$1,665$1,665
3556.79 METROPOLITAN WEST T/R BOND FD $0.2632016-10-062025-04-17$31,904$39,000-$7,096-$7,096
3412.6 PIMCO MORTAGE OPP & BOND FD INST2017-12-182025-04-17$31,635$37,934-$6,299-$6,299
12.03 VANGUARD US GROWTH FUND2010-07-012025-03-25$2,135$637$1,498$1,498
74.03 VANGUARD US GROWTH FUND2010-07-012025-04-17$11,705$3,921$7,784$7,784
16.92 VANGUARD US GROWTH FUND2010-07-012025-08-25$3,504$896$2,608$2,608
15.95 VANGUARD US GROWTH FUND2010-07-012025-09-30$3,425$845$2,580$2,580
869.97 VANGUARD LONG-TERM TREASURY FUND $0.3422017-12-182025-04-17$6,881$10,796-$3,915-$3,915
14.63 VANGUARD 500 INDEX FD - ADM2012-04-022025-03-25$7,820$1,912$5,908$5,908
CAPITAL GAIN DIVIDENDS$2,560P
CAPITAL GAIN DIVIDENDS$2,560P
CAPITAL GAIN DIVIDENDS$2,560P
CAPITAL GAIN DIVIDENDS$2,560P
CAPITAL GAIN DIVIDENDS$2,560P
CAPITAL GAIN DIVIDENDS$2,560P
CAPITAL GAIN DIVIDENDS$2,560P
CAPITAL GAIN DIVIDENDS$2,560P
CAPITAL GAIN DIVIDENDS$2,560P
CAPITAL GAIN DIVIDENDS$2,560P
CAPITAL GAIN DIVIDENDS$2,560P
CAPITAL GAIN DIVIDENDS$2,560P
CAPITAL GAIN DIVIDENDS$2,560P
CAPITAL GAIN DIVIDENDS$2,560P
CAPITAL GAIN DIVIDENDS$2,560P
CAPITAL GAIN DIVIDENDS$2,560P
CAPITAL GAIN DIVIDENDS$2,560P
CAPITAL GAIN DIVIDENDS$2,560P
CAPITAL GAIN DIVIDENDS$2,560P
CAPITAL GAIN DIVIDENDS$2,560P
FieldValueIRS element (for citing)
Capital Gain Net Income$10,775CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$282InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$282SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$282TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$256EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$256TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$26TaxDueAmt
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 Line1KEYBANK NATIONAL ASSOCIATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2168134559PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14900 TIEDEMAN RD OH-01-49-0381AddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44144ZIPCd
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 PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
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

FieldValueIRS element (for citing)
PersonKEYBANK N APersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1127 PUBLIC SQUAREAddressLine1Txt
CityCLEVELANDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44114ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos1AverageHrsPerWkDevotedToPosRt
Compensation$6,541CompensationAmt
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$520,125AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$253AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$520,378TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$520,378AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,806CashDeemedCharitableAmt
Net Vl Noncharitable Assets$512,572NetVlNoncharitableAssetsAmt
Minimum Investment Return$25,629MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$25,629MinimumInvestmentReturnAmt
Tax Based On Investment Income$282TaxBasedOnInvestmentIncomeAmt
Total Tax$282TotalTaxAmt
Distributable Before Adj$25,347DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$25,347DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$25,347DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$28,004ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$28,004QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$25,347DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$2,933ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$0ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$7,176ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$4,212ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,369ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$15,690TotalExcessDistributionCyovAmt
Qualifying Distributions$28,004QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$25,347AppliedToCurrentYearAmt
Remaining Distri From Corpus$2,657RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$18,347TotalCorpusAmt
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$2,933ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$15,414ExcessDistriCyovToNextYrAmt
Excess From Year4$0ExcessFromYear4Amt
Excess From Year3$7,176ExcessFromYear3Amt
Excess From Year2$4,212ExcessFromYear2Amt
Excess From Year1$1,369ExcessFromYear1Amt
Excess From Current Year$2,657ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1UNIVERSITY OF TOLEDO FOUNDATIONBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1ATTN RANDY ROTHENBUHLER CFOAddressLine1Txt
CityTOLEDOCityNm
State AbbreviationOHStateAbbreviationCd
ZIP436154040ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusCd
Grant Or Contribution PurposeTO SUPPORT UNIVERSITYGrantOrContributionPurposeTxt
Amt$24,919Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$24,919TotalGrantOrContriPdDurYrAmt

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$14,660ExclusionAmt
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$10,775ExclusionAmt
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$25,435ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$25,435TotalIncomeProducingActyAmt
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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEE (NON-ALLOCCategoryTxt
Amt$1,050Amt
Disbursements Charitable Prps$1,050DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (14 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
464287226 ISHARES CORE US AGGR
464287465 ISHARES MSCI EAFE INAT COST$26,500$39,372
464287804 ISHARES CORE S&P SMAAT COST$5,456$24,397
922908710 VANGUARD 500 INDEX FAT COST$34,126$164,910
38142V845 GOLDMAN SACHS INTL EAT COST$22,825$31,780
592905509 METROPOLITAN WEST T/
464287598 ISHARES RUSSELL 1000AT COST$8,295$19,141
72201U638 PIMCO MORTAGE OPP &
921910600 VANGUARD US GROWTH FAT COST$5,835$21,487
40168W525 GUGGENHEIM TOTAL RET
464287234 ISHARES MSCI EMERGINAT COST$14,825$24,401
464287507 ISHARES CORE S&P MIDAT COST$4,431$25,740
922031786 VANGUARD LONG-TERM T
998142406 CHARITABLE CORE FIXEAT COST$166,603$171,179

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescROUNDINGDesc
Amt$7Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescSTATE FILING/TAXES PAIDDesc
Revenue And Expenses Per Books$400RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$400DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$105$105$0
FEDERAL TAX PAYMENT - PRIOR YE$256$0$0
FEDERAL ESTIMATES - INCOME$256$0$0
FOREIGN TAXES ON NONQUALIFIED$95$95$0

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