GEORGE AND SANDY SMART FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
GEORGE AND SANDY SMART FAMILY FOUNDATION (EIN 31-1513622)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-10
IRS object ID
202411319349101606
Schema version
2023v5.0
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)
Return2024-05-10T10:09:58-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN341341400PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1415 Group IncBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14300 Munson Street NWAddressLine1Txt
CityCantonCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44718ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN311513622EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1George & Sandra Smart Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGEORBusinessNameControlTxt
Phone3304779180PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11754 Turnberry Circle NWAddressLine1Txt
CityCantonCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44708ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGEORGE SMARTPersonNm
Person TitlePresidentPersonTitleTxt
Phone3304779180PhoneNum
Signature2024-05-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstGEORGEPersonFirstNm
Person LastSMARTPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTodd J Ruggles CPAPreparerPersonNm
PTINP01522517PTIN
Phone3304920094PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,572,759FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$17,149DividendsRevAndExpnssAmt
Dividends Net Invst Incm$17,149DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$50,514NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$640,667GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$50,514CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$67,663TotalRevAndExpnssAmt
Total Net Invst Incm$67,663TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,600AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$160AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$1,440AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$7,897OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$7,897OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$125TaxesRevAndExpnssAmt
Taxes Net Invst Incm$125TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$3,058TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$3,058TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$200OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$200OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$12,880TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$8,182TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,698TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$89,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$89,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$101,880TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$8,182TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$93,698TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$34,217ExcessRevenueOverExpensesAmt
Net Investment Income$59,481NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$128,017CashBOYAmt
Cash EOY$25,399CashEOYAmt
Cash EOYFMV$25,399CashEOYFMVAmt
Corporate Stock BOY$1,147,161CorporateStockBOYAmt
Corporate Stock EOY$1,237,771CorporateStockEOYAmt
Corporate Stock EOYFMV$1,547,360CorporateStockEOYFMVAmt
Other Investments BOY$22,102OtherInvestmentsBOYAmt
Other Investments EOY$0OtherInvestmentsEOYAmt
Other Investments EOYFMV$0OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,297,280TotalAssetsBOYAmt
Total Assets EOY$1,263,170TotalAssetsEOYAmt
Total Assets EOYFMV$1,572,759TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$893,454CapitalStockBOYAmt
Capital Stock EOY$893,454CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$403,826RetainedEarningBOYAmt
Retained Earning EOY$369,716RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,297,280TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,263,170TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,297,280TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,263,170TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,297,280TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$34,217ExcessRevenueOverExpensesAmt
Other Increases$107OtherIncreasesAmt
Subtotal$1,263,170SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,263,170TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
Capital GainsP$639,277$590,153$49,124$49,124
Capital Gains DividendsP$1,390$1,390$1,390
FieldValueIRS element (for citing)
Capital Gain Net Income$50,514CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$827InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$827SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$827TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,150EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$3,150TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$2,323OverpaymentAmt
Applied To ES Tax$2,323AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateOHOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksGeorge M SmartIndividualWithBooksNm
Phone3308022413PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11754 Turnberry Circle NWAddressLine1Txt
CityCantonCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44708ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
George Smart
1754 Turnberry Circle NWCantonOH44708Pres & Treas0.00$0$0$0
Sandy Smart
1754 Turnberry Circle NWCantonOH44708VP & Secy0.00$0$0$0
Shelly Hinkle
1754 Turnberry Circle NWCantonOH44708VP0.00$0$0$0
Korey Hinkle
1754 Turnberry Circle NWCantonOH44708VP0.00$0$0$0
Stacy Hunt
1754 Turnberry Circle NWCantonOH44708VP0.00$0$0$0
Bruce Hunt
1754 Turnberry Circle NWCantonOH44708VP0.00$0$0$0
Brennan Hunt
1754 Turnberry Circle NWCantonOH44708Trustee0.00$0$0$0
Hallie Hunt
1754 Turnberry Circle NWCantonOH44708Trustee0.00$0$0$0
Sadie Hinkle
1754 Turnberry Circle NWCantonOH44708Trustee0.00$0$0$0
Reed Hinkle
1754 Turnberry Circle NWCantonOH44708Trustee0.00$0$0$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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1To support organizations and programs for religious, charitable, scientific, literary and educational purposes.Description1Txt
Expenses1$93,698Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,431,598AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$36,682AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,468,280TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,468,280AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$22,024CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,446,256NetVlNoncharitableAssetsAmt
Minimum Investment Return$72,313MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$72,313MinimumInvestmentReturnAmt
Tax Based On Investment Income$827TaxBasedOnInvestmentIncomeAmt
Total Tax$827TotalTaxAmt
Distributable Before Adj$71,486DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$71,486DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$71,486DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$93,698ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$93,698QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$71,486DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$56,497ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$35,533ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$16,572ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$46,352ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$76,642ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$231,596TotalExcessDistributionCyovAmt
Qualifying Distributions$93,698QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$71,486AppliedToCurrentYearAmt
Remaining Distri From Corpus$22,212RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$253,808TotalCorpusAmt
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$56,497ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$197,311ExcessDistriCyovToNextYrAmt
Excess From Year4$35,533ExcessFromYear4Amt
Excess From Year3$16,572ExcessFromYear3Amt
Excess From Year2$46,352ExcessFromYear2Amt
Excess From Year1$76,642ExcessFromYear1Amt
Excess From Current Year$22,212ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerGeorge SmartContributingManagerNm
Contributing ManagerSandy SmartContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Compassion International
12290 Viyager PkwyColorado SpringsCO80921General Support$32,000
Cups Cafe
126 N Court StMedinaOH44256General Support$10,500
Junior Board
1422 Euclid Avenue Suite 952ClevelandOH44115General Support$10,000
Pregnancy Choices
4500 22nd St NWCantonOH44708General Support$5,000
Rock City Church
4311 Anson DriveHilliardOH43026General Support$5,000
The Chapel Medina
4855 Lexington Ridge DrMedinaOH44256General Support$10,500
Total Living Center
2221 9th St SWCantonOH44706General Support$10,000
Bible Study Fellowship
19001 Huebner RoadSan AntonioTX78258General Support$6,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$89,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$17,149ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$50,514ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$67,663ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$67,663TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAccountingCategoryTxt
Amt$1,600Amt
Net Investment Income$160NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,440DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockInvestments - Corporate StockStockNm
EOY Book Value$1,237,771EOYBookValueAmt
EOYFMV$1,547,360EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOhio filing feesDesc
Revenue And Expenses Per Books$200RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$200DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescNondividend DistributionsDesc
Amt$107Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestmentCategoryTxt
Amt$7,897Amt
Net Investment Income$7,897NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryForeign TaxesCategoryTxt
Amt$125Amt
Net Investment Income$125NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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