THE@RAYMOND AND RITA FOOS FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE@RAYMOND AND RITA FOOS FAMILY CHARITABLE FOUNDATION (EIN 31-1529311)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-11
- IRS object ID
- 202423169349101107
- Schema version
- 2023v5.1
- 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
- Schedule B
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-11T07:18:13-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 882730877 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHERRY BEKAERT ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 EAST FIFTH ST STE 2100 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | 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 | 311529311 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE RAYMOND AND RITA FOOS FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RAYM | BusinessNameControlTxt |
| Phone | 5132639329 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2523 ERIE AVENUE | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45208 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIAN FOOS | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 5132639329 | PhoneNum |
| Signature | 2024-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MELANIE MCPEAK | PreparerPersonNm |
| PTIN | P01346034 | PTIN |
| Phone | 5135791717 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,221,780 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $37,584 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $48,310 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $48,310 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $76,528 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $469,658 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $117,931 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $162,425 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $166,244 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,050 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,025 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,025 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $22,394 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $22,394 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $389 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $389 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $26,833 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $24,808 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,025 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $120,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $120,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $147,133 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $24,808 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $122,325 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $15,292 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $141,436 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $49,281 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $356,263 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $356,263 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,399,175 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,203,528 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,865,517 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,448,456 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,559,791 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,221,780 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,448,456 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,559,791 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,448,456 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,559,791 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,448,456 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,559,791 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,448,456 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $15,292 | ExcessRevenueOverExpensesAmt |
| Other Increases | $96,105 | OtherIncreasesAmt |
| Subtotal | $1,559,853 | SubtotalAmt |
| Other Decreases | $62 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,559,791 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADE SECURITIES | $50,980 | $4,688 | $46,292 | $46,292 |
| PUBLICLY TRADE SECURITIES | $418,678 | $347,039 | $71,639 | $71,639 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $117,931 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,966 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,966 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,966 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $710 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $710 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,256 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | BRIAN FOOS | IndividualWithBooksNm |
| Phone | 5133093676 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2523 ERIE AVENUE | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45208 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MICHAEL SHERMAN | ||||||||
| 8582 TRILLIUM RIDGE | CINCINNATI | OH | 45255 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| KEVIN FOOS | ||||||||
| 32331 REGENCY COURT | AVON LAKE | OH | 44012 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| BRIAN FOOS | ||||||||
| 2537 ERIE AVENUE | CINCINNATI | OH | 45208 | TREASURER | 2.00 | $0 | $0 | $0 |
| KAREN TESTA | ||||||||
| 203 NIBLICK STREET | POINT PLEASANT | NJ | 08742 | SECRETARY | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,839,484 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $237,663 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,077,147 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,077,147 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $31,157 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,045,990 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $102,300 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $102,300 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,966 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,966 | TotalTaxAmt |
| Distributable Before Adj | $100,334 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $100,334 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $100,334 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $122,325 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $122,325 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $100,334 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $97,241 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $122,325 | QualifyingDistributionsAmt |
| Applied To Year1 | $97,241 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $25,084 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $75,250 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACHIEVEMENT CENTERS FOR CHILDREN | |||||||
| 4255 NORTHFIELD ROAD | HIGHLAND HILLS | OH | 44128 | NONE | PC | TO PROVIDE FUNDS TO SUPPORT A SAFE AND POSITIVE PLACE FOR YOUTH DEVELOPMENT | $45,000 |
| AMERICAN SIGN MUSEUM | |||||||
| 1330 MONMOUTH AVENUE | CINCINNATI | OH | 45225 | NONE | PC | TO PRESERVE SIGNAGE HISTORY | $1,500 |
| ARTS IMPACT (FKA PROGRESSIVE ARTS ALLIANCE) | |||||||
| 3311 PERKINS AVE SUITE 300 | CLEVELAND | OH | 44114 | NONE | PC | TO SUPPORT ARTS EDUCATION IN THE GREATER CLEVELAND AREA | $6,300 |
| B BRAVE FOUNDATION | |||||||
| 4029 W 157TH STREET | CLEVELAND | OH | 44135 | NONE | PC | TO IMPROVE THE LIVES OF CHILDREN AND FAMILIES AFFECTED BY RARE, INCURABLE NEUROLOGICAL DISORDERS | $2,500 |
| BOYS & GIRLS CLUBS OF GREATER CINCINNATI | |||||||
| 600 DALTON AVENUE | CINCINNATI | OH | 45203 | NONE | PC | TO PROVIDE FUNDS TO SUPPORT A SAFE AND POSITIVE PLACE FOR YOUTH DEVELOPMENT | $5,000 |
| CENTER FOR COURAGIOUS KIDS | |||||||
| 1501 BURNLEY RD | SCOTTSVILLE | KY | 42164 | NONE | PC | TO SUPPORT YEAR-ROUND MEDICAL CAMP SERVING CHILDREN WITH CHRONIC AND LIFE THREATENING ILLNESSES | $7,500 |
| CLARK MONTESSORI SCHOOL FOUNDATION INC | |||||||
| 3030 ERIE AVE | CINCINNATI | OH | 45208 | NONE | PC | TO PROVIDE FUNDS TO SUPPORT A SAFE AND POSITIVE PLACE FOR YOUTH DEVELOPMENT | $1,500 |
| CONTRA COSTA BALLET | |||||||
| 2040 N BROADWAY | WALNUT CREEK | CA | 94596 | NONE | PC | SUPPORTING DANCE, THROUGH SCHOLARSHIPS AND OUTREACH, IN THE EAST BAY | $1,000 |
| FOSTERING HOPE | |||||||
| 5351-C NAIMAN PARKWAY | SOLON | OH | 44139 | NONE | PC | TO SUPPORT YOUTHS IN FOSTER CARE | $1,000 |
| FRONT STEP HOUSING & SERVICES | |||||||
| 1545 WEST 25TH STREET | CLEVELAND | OH | 44113 | NONE | PC | PROVIDE SAFE AND SECURE ENVIRONMENT FOR HOMELESS INDIVIDUALS & FAMILIES | $5,000 |
| GARGIULO EDUCATION CENTER INC | |||||||
| 1414 RAIL HEAD BLVD | NAPLES | FL | 34110 | NONE | PC | TO SUPPORT THE EDUCATION AND AFTER-SCHOOL TUTORING PROGRAM FOR MIGRANT CHILDREN | $2,000 |
| INMOTION | |||||||
| 23905 MERCANTILE ROAD | BEACHWOOD | OH | 44122 | NONE | PC | TO SUPPORT THE LIVES OF PEOPLE AFFECTED BY PARKINSON'S DISEASE | $1,000 |
| MALACHI CENTER | |||||||
| 2416 SUPEROIR VIADUCT | CLEVELAND | OH | 44113 | NONE | PC | PROVIDE SERVICES TO THOSE DEALING WITH SOCIOECONOMIC, STRUCTURAL, AND TRAUMA | $5,000 |
| MERCY NEIGHBORHOOD MINISTRIES | |||||||
| 1602 MADISON RD 200 | CINCINNATI | OH | 45206 | NONE | PC | TO HELP INDIVIDUALS MAXIMIZE | $5,000 |
| PPB COMMUNITY ENDOWMENT FUND | |||||||
| 416 NEW JERSEY AVE | POINT PLEASANT BEACH | NJ | 08742 | NONE | PC | SEEKS COMMUNITY INVOLVEMENT IN AND SUPPORT FOR THE NEEDS OF POINT PLEASANT BEACH | $1,500 |
| PRICE HILL WILL | |||||||
| 3301 PRICE AVENUE | CINCINNATI | OH | 45205 | NONE | PC | TO SUPPORT THE REVITALIZATION OF THE PRICE HILL COMMUNITY IN CINCINNATI, OHIO | $5,000 |
| PROVIDENCE HOUSE | |||||||
| 2050 W 32ND ST | CLEVELAND | OH | 44113 | NONE | PC | CHILD ABUSE PREVENTION | $10,000 |
| ROB PURSLEY FOUNDATION | |||||||
| 1298 MEADOW VISTA DR | MAINEVILLE | OH | 45039 | NONE | PC | SCHOLARSHIP SUPPORT | $500 |
| ST AMBROSE CATHOLIC CHURCH | |||||||
| 929 PEARL ROAD | BRUNSWICK | OH | 44212 | NONE | PC | TO SUPPORT THE WORK OF THE CHURCH | $1,000 |
| YOUTH CHALLENGE | |||||||
| 800 SHARON DRIVE | WESTLAKE | OH | 44145 | NONE | PC | BRING TOGETHER YOUNG PEOPLE WITH PHYSICAL DISABILITIES AND TEEN VOLUNTEERS | $10,000 |
| ZANES INC | |||||||
| PO BOX 1642 | STOW | OH | 44224 | NONE | PC | TO PROVIDE SUPPORT FOR PEOPLE WHO HAVE DEVELOPMENTAL DISABILITIES | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $120,300 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $48,310 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $76,528 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $124,841 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $124,841 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | RAYMOND AND RITA FOOS | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21444 OAKHURST LANE | AddressLine1Txt |
| City | STRONGSVILLE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441494898 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $36,584 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 55 SHARES OF COSTCO STOCK | NoncashPropertyDesc |
| Fair Market Value | $36,584 | FairMarketValueAmt |
| Received | 2023-12-21 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,050 | Amt |
| Net Investment Income | $2,025 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,025 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | A COPY OF THE 990-PF IS NOT REQUIRED BY OHIO, BUT ORGANIZATION HAS REGISTERED ANNUALLY AS REQUIRED BY OHIO. | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INVESCO QQQ TRUST, SERIES 1 | $66,338 | $163,808 |
| INVESCO S&P 500 EQUAL WEIGHT E | $105,473 | $142,020 |
| ISHARES PREFERRED & INCOME S | $69,438 | $66,778 |
| ISHARES RUSSELL 1000 GRW ETF | $62,602 | $151,585 |
| ISHARES S&P MIDCAP 400 INDEX | $22,518 | $41,573 |
| JPMORGAN EQUITY PREMIUM INCO | $91,144 | $89,178 |
| NUVEEN FLOAT RATE INCM FUND | $31,635 | $28,515 |
| SPDR S&P 500 ETF | $189,283 | $365,989 |
| THE TECHNOLOGY SEL SEC SPDR FD | $16,782 | $38,496 |
| VANGUARD HIGH DIV YIELD ETF | $29,366 | $47,443 |
| VANGUARD INFO TECH ETF | $25,106 | $48,400 |
| VANGUARD S&P 500 ETF | $402,931 | $578,760 |
| COSTCO WHOLESALE CORP NEW | $90,912 | $102,972 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $62 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES | Desc |
| Revenue And Expenses Per Books | $389 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $389 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIFFERENCE BETWEEN FMV AND BOOK VALUE OF DONATED STOCK | Desc |
| Amt | $96,105 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $22,394 | Amt |
| Net Investment Income | $22,394 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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