RAMSER ARBORETUM: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- RAMSER ARBORETUM (EIN 31-1470524)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-13
- IRS object ID
- 202411349349100646
- 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
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-13T07:19:06-07:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 852877429 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Williams & Williams LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1011 Shady Ln | AddressLine1Txt |
| City | Ashland | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44805 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311470524 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAMSER ARBORETUM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RAMS | BusinessNameControlTxt |
| Phone | 7403922941 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20718 DANVILLE-AMITY ROAD | AddressLine1Txt |
| City | MOUNT VERNON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43050 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK R RAMSER | PersonNm |
| Person Title | SECRETARY/TREAS | PersonTitleTxt |
| Signature | 2024-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARK R | PersonFirstNm |
| Person Last | RAMSER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Mary A Williams | PreparerPersonNm |
| PTIN | P00226154 | PTIN |
| Phone | 4192811869 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,354,140 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $83,658 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $83,658 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $83,658 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $33,906 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $33,906 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $33,906 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | -$6,569 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | -$67,935 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $662,645 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $1,428 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,428 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $1,428 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $51,057 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $118,992 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $118,992 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $2,800 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $22 | InterestRevAndExpnssAmt |
| Interest Dsbrs Chrtbl | $22 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $21,376 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $21,375 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $24,387 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $13,294 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $11,093 | DeprecAndDpltnAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $58,709 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $27,395 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $31,314 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $107,294 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $40,690 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $11,093 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $55,511 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $11,665 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $11,665 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $118,959 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $40,690 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $11,093 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $67,176 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$67,902 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $78,302 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $107,899 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $127,980 | CashBOYAmt |
| Cash EOY | $85,150 | CashEOYAmt |
| Cash EOYFMV | $85,150 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $200,000 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $200,000 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $395 | AcctRcvblBOYAmt |
| Other Nts And Loans Rcvbl | $151,809 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $151,809 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $151,809 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $151,809 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $2,497,727 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,453,640 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,453,640 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $53,789 | CorporateBondsBOYAmt |
| Other Investments BOY | $1,651,378 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,887,659 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,887,659 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,889,643 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $406,175 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $3,568,921 | LandBOYAmt |
| Land EOY | $3,483,468 | LandEOYAmt |
| Land EOYFMV | $3,483,468 | LandEOYFMVAmt |
| Other Assets BOY | $92,278 | OtherAssetsBOYAmt |
| Other Assets EOY | $92,414 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $92,414 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $8,144,277 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,354,140 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,354,140 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $2,737 | AccountsPayableEOYAmt |
| Total Liabilities EOY | $2,737 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $8,144,277 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,351,403 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,144,277 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,351,403 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,144,277 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,354,140 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,144,277 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$67,902 | ExcessRevenueOverExpensesAmt |
| Other Increases | $276,116 | OtherIncreasesAmt |
| Subtotal | $8,352,491 | SubtotalAmt |
| Other Decreases | $1,088 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,351,403 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (29 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | DepreciationDepreciationAmt |
|---|---|---|---|---|---|---|---|---|
| AMERIGAS PARTERS LP NOTE | P | 2022-10-11 | 2023-07-31 | $23,190 | $23,423 | -$233 | -$233 | |
| CALAMOS DYNAMIC CONV & INCOME COM, CDD | P | 2023-01-25 | 2023-07-31 | $20,990 | $23,247 | -$2,257 | -$2,257 | |
| DIEBOLD NIXDORF INC SER B NOTE | P | 2023-01-12 | 2023-08-14 | $1,203 | $16,759 | -$15,556 | -$15,556 | |
| KEYBANK NATIONAL ASSOCIATION MTN | P | 2023-06-21 | 2023-07-31 | $23,424 | $23,307 | $117 | $117 | |
| PIMCO CORPORATE & INCOM STRG FD COM | P | 2023-05-11 | 2023-07-31 | $15,594 | $14,948 | $646 | $646 | |
| SYNOVUS FINL CORP NOTE | P | 2023-04-11 | 2023-04-25 | $21,554 | $20,893 | $661 | $661 | |
| ANNALY CAPITAL MANAGEMENT INC | P | 2021-10-01 | 2023-07-31 | $12,337 | $21,543 | -$9,206 | -$9,206 | |
| BLACKROCK INNOVATION & GROWTH | P | 2021-03-26 | 2023-07-31 | $20,239 | $53,137 | -$32,898 | -$32,898 | |
| CATALYST ENERGY INFRASTRUCTURE | P | 2016-01-01 | 2023-07-31 | $11,388 | $7,734 | $3,654 | $3,654 | |
| COHEN & STEERS REAL ESTATE OPP | P | 2022-02-24 | 2023-03-28 | $11,290 | $18,000 | -$6,710 | -$6,710 | |
| DIEBOLD NIXDORF INC SER B NOTE | P | 2022-08-12 | 2023-08-14 | $2,407 | $29,358 | -$26,951 | -$26,951 | |
| EVENTIDE HEALTHCARE AND LIFE SCIENCES | P | 2020-12-10 | 2023-07-31 | $17,995 | $25,823 | -$7,828 | -$7,828 | |
| GUGGENHEIM ACTIVE ALLOC FD | P | 2021-11-24 | 2023-07-31 | $20,936 | $29,403 | -$8,467 | -$8,467 | |
| MAINSTAY CUSHING MLP PREMIER | P | 2016-09-16 | 2023-07-31 | $14,676 | $17,021 | -$2,345 | -$2,345 | |
| NEUBERGER BERMAN NEXT GENERATION | P | 2021-05-26 | 2023-07-31 | $16,292 | $32,122 | -$15,830 | -$15,830 | |
| NUVEEN DOW 30 DYNMC | P | 2007-05-24 | 2023-07-31 | $24,562 | $23,277 | $1,285 | $1,285 | |
| NUVEEN VRIABLE RAT PFD | P | 2021-12-16 | 2023-07-31 | $16,130 | $25,000 | -$8,870 | -$8,870 | |
| SELECT WATER SOLUTIONS INC | P | 2014-02-20 | 2023-07-31 | $994 | $15,432 | -$14,438 | -$14,438 | |
| THORNBURGH INCM BUILDER OPP | P | 2021-07-28 | 2023-07-31 | $23,175 | $30,000 | -$6,825 | -$6,825 | |
| WILLIAMS COS INC | P | 2020-04-30 | 2023-07-31 | $33,870 | $18,938 | $14,932 | $14,932 | |
| CATALYST ENERGY INFRASTRUCTURE | P | 2016-06-06 | 2023-07-31 | $19,866 | $25,000 | -$5,134 | -$5,134 | |
| LYONDELLBASELL INDUSTRIES | P | 2007-07-10 | 2023-07-31 | $49,541 | $11,031 | $38,510 | $38,510 | |
| MAGNACHIP SEMICONDUCTOR CORP | P | 2007-05-15 | 2023-07-31 | $1,309 | $71,850 | -$70,541 | -$70,541 | |
| SIX FLAGES ENTERTAINMENT CORP | P | 2007-08-09 | 2023-06-21 | $16,033 | $41,379 | -$25,346 | -$25,346 | |
| TRONOX HOLDINGS PLC COM | P | 2007-10-29 | 2023-07-31 | $28,829 | $19,502 | $9,327 | $9,327 | |
| TIMBER | P | 2000-01-01 | 2023-03-16 | $85,311 | $8,530 | $76,781 | $76,781 | |
| EQUIPMENT | P | 2000-01-01 | 2023-08-16 | $3,500 | $3,500 | $3,500 | ||
| 21313 WOOSTER ROAD | P | 2018-03-01 | 2023-05-16 | $125,000 | $90,214 | $41,077 | $41,077 | $6,291 |
| Capital Gain Dividends | $1,010 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$67,935 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$16,622 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,088 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,088 | SubtotalAmt |
| Tax Based On Investment Income | $1,088 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,500 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,500 | TotalPaymentsAndCreditsAmt |
| Overpayment | $412 | OverpaymentAmt |
| Applied To ES Tax | $412 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUSAN E RAMSER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7403922941 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20718 DANVILLE-AMITY ROAD | AddressLine1Txt |
| City | MOUNT VERNON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43050 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| SUSAN E RAMSER | ||||||
| 407 E GAMBIER STREET | MOUNT VERNON | OH | 43050 | President | 5.00 | $0 |
| MARK R RAMSER | ||||||
| 104 DUFF STREET | GAMBIER | OH | 43022 | SECRETARY/TREAS | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | APPROXIMATELY 5 MILES OF TRAILS ARE OPEN TO THE PUBLIC, FREE OF CHARGE, FOR HIKING, HUNTING AND SKIING. PLANNING ON RENOVATION WORK WAS STARTED FOR A BUILDING TO HOUSE THE ARBORETUM OFFICES AND LIBRARY. A RESTROOM FACILITY IS ALSO ON SITE FOR COMMUNITY USE. | Description1Txt |
| Expenses1 | $67,176 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,729,959 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $357,880 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $452,450 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,540,289 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $4,540,289 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $68,104 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,472,185 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $223,609 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $67,176 | ExpensesAndContributionsAmt |
| Charitable Assets Acquis Paid | $13,729 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $80,905 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 1996-09-01 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $107,899 | CurrentYearAmt |
| Year1 | $133,074 | Year1Amt |
| Year2 | $116,876 | Year2Amt |
| Year3 | $118,649 | Year3Amt |
| Total | $476,498 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $91,714 | CurrentYearAmt |
| Year1 | $113,113 | Year1Amt |
| Year2 | $99,345 | Year2Amt |
| Year3 | $100,852 | Year3Amt |
| Total | $405,024 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $80,905 | CurrentYearAmt |
| Year1 | $68,377 | Year1Amt |
| Year2 | $131,534 | Year2Amt |
| Year3 | $104,442 | Year3Amt |
| Total | $385,258 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $80,905 | CurrentYearAmt |
| Year1 | $68,377 | Year1Amt |
| Year2 | $131,534 | Year2Amt |
| Year3 | $104,442 | Year3Amt |
| Total | $385,258 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $149,073 | CurrentYearAmt |
| Year1 | $139,543 | Year1Amt |
| Year2 | $122,579 | Year2Amt |
| Year3 | $79,099 | Year3Amt |
| Total | $490,294 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| JOY OF LIVING MINISTRIES INC | |||||
| 18860 DODD RD | BRINKHAVEN | OH | 43006 | CASH DONATION FOR SUMMER CAMPS | $3,990 |
| MAIN MARKET AND BEYOND | |||||
| PO BOX 745 615 S MARKET STREET | DANVILLE | OH | 43014 | CASH DONATION FOR LIGHTING THE STREETS INITIATIVE | $2,500 |
| LOUDONVILLE FFA ALUMNI AND SUPPORTE | |||||
| PO BOX 332 | LOUDONVILLE | OH | 44842 | CASH DONATION FOR GREENHOUSE FUND | $5,000 |
| EXPERIENCE MOUNT VERNON | |||||
| 301 BURGESS STREET | MOUNT VERNON | OH | 43050 | CASH DONATION | $175 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $11,665 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $83,658 | ExclusionAmt |
Net Rental Income Personal Prop NetRentalIncomePersonalPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$6,569 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,010 | ExclusionAmt |
| Related Or Exempt Function Incm | -$68,945 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OIL AND GAS ROYALTY | Desc |
| Exclusion | 15 | ExclusionCd |
| Exclusion | $1,428 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $79,527 | ExclusionAmt |
| Related Or Exempt Function Incm | -$68,945 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,582 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,800 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,800 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | RtRt | Current Year ExpenseCurrentYearExpenseAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|---|
| BUILDINGS | 2008-12-31 | $590,014 | $144,964 | SL | 0.0256 | $10,954 | $10,954 | |
| BUILDINGS | 2014-12-31 | $364,750 | $134,263 | SL | 0.0364 | $13,294 | $13,294 | |
| EQUIPMENT | 2008-12-31 | $83,270 | $82,256 | 200DB | $136 | $136 | ||
| LEASEHOLD IMPROVEMENTS | 2004-12-31 | $21,632 | $21,341 | 150DB | $3 | $3 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCKS | StockNm |
| EOY Book Value | $2,453,640 | EOYBookValueAmt |
| EOYFMV | $2,453,640 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | COMMUNITY FDN-RAMSER ARBORETUM FUND | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $1,887,659 | BookValueAmt |
| EOYFMV | $1,887,659 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Furniture and Fixtures | $30,055 | $29,175 | $880 | $880 |
| Machinery and Equipment | $53,214 | $53,214 | ||
| Buildings | $954,762 | $302,442 | $652,320 | $652,320 |
| Improvements | $21,632 | $21,344 | $288 | $288 |
| Land | $2,829,980 | $2,829,980 | $2,829,980 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (7 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INTEREST GREENTOWN | $56,113 | $56,113 | $56,113 |
| ANTIQUES | $502 | $502 | $502 |
| BOOKS | $1,178 | $1,178 | $1,178 |
| FIT RECEIVABLE | $276 | $412 | $412 |
| SAWED TIMBER | $4,133 | $4,133 | $4,133 |
| SCHOOL BUS | $21,000 | $21,000 | $21,000 |
| STATUE | $9,076 | $9,076 | $9,076 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL INCOME TAX EXPENSE | Desc |
| Amt | $1,088 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| ADMINISTRATIVE EXPENSES | $4,050 | $4,050 | |
| ADVERTISING | $1,650 | $1,650 | |
| DEPLETION EXPENSE | $214 | $214 | |
| EQUIPMENT RENTAL | $3,146 | $3,146 | |
| EQUIPMENT REPAIRS | $3,441 | $3,441 | |
| INSURANCE | $4,217 | $4,217 | |
| MAINTENANCE EXPENSE | $3,784 | $3,784 | |
| OFFICE EXPENSE | $427 | $427 | |
| Rental Expenses | $27,181 | $27,181 | |
| SUPPLIES | $4,801 | $4,801 | |
| UTILITIES | $5,798 | $5,798 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OIL AND GAS ROYALTY | Desc |
| Revenue And Expenses Per Books | $1,428 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,428 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,428 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PERCENTAGE DEPLETION | $214 |
| UNREALIZED INCREASE IN INVESTMENTS | $275,902 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| REAL ESTATE TAXES | $21,175 | $21,175 | |
| SEVERANCE TAX | $1 | $1 | |
| STATE TAX | $200 | $200 |
Comments