KINDER CHARITABLE FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- KINDER CHARITABLE FOUNDATION (EIN 34-1500608)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-02-09
- IRS object ID
- 202330409349100423
- Schema version
- 2022v4.1
- 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
- Investments Corp Stock Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-02-09T15:14:41-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341897225 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HILL BARTH & KING LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6603 SUMMIT DRIVE | AddressLine1Txt |
| City | CANFIELD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44406 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341500608 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KINDER CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KIND | BusinessNameControlTxt |
| Phone | 3307591180 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2012 CRESTWOOD BOULEVARD | AddressLine1Txt |
| City | YOUNGSTOWN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44505 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GERRY PESKIN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3307591180 | PhoneNum |
| Signature | 2023-02-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GERRY | PersonFirstNm |
| Person Last | PESKIN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES DASCENZO | PreparerPersonNm |
| PTIN | P00045020 | PTIN |
| Phone | 3307588613 | PhoneNum |
| Preparation | 2023-02-02 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-03-07 01:45:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $421,465 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $12,772 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,772 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$36,130 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $267,552 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$23,358 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $12,772 | 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 |
| Other Prof Fees Rev And Expnss | $3,004 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,004 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $546 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $200 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,550 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,004 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $200 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $24,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $24,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $28,300 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,004 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $24,950 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$51,658 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,768 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $39,794 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $45,794 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $45,794 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $419,040 | CorporateStockBOYAmt |
| Corporate Stock EOY | $361,382 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $375,671 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $458,834 | TotalAssetsBOYAmt |
| Total Assets EOY | $407,176 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $421,465 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $458,834 | CapitalStockBOYAmt |
| Capital Stock EOY | $407,176 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $458,834 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $407,176 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $458,834 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $407,176 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $458,834 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$51,658 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $407,176 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $407,176 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (28 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CHARLES SCHWAB US MC ETF : SCHM | P | 2020-04-22 | 2022-03-09 | $146 | $89 | $57 | $57 |
| DOUBLELINE CORE FIXED INCOME I : DBLFX | P | 2014-10-22 | 2022-09-09 | $1,905 | $2,022 | -$117 | -$117 |
| ISHARES MSCI EAF MIN VOLFCT ETF IC : EFAV | P | 2019-03-27 | 2022-03-09 | $13,249 | $13,651 | -$402 | -$402 |
| MFS VALUE A : MEA1Z | P | 2018-06-16 | 2022-03-09 | $1,306 | $1,035 | $271 | $271 |
| PIMCO INTERNATIONAL BOND (USD-HDG) : PFRAX | P | 2020-03-31 | 2022-03-09 | $17,898 | $17,972 | -$74 | -$74 |
| T. ROWE PRICE DIVIDEND GROWTH I : PDGIX | P | 2019-10-02 | 2022-03-09 | $1,731 | $1,265 | $466 | $466 |
| CHARLES SCHWAB US MC ETF : SCHM | P | 2020-04-17 | 2022-10-25 | $2,834 | $1,943 | $891 | $891 |
| DOUBLELINE CORE FIXED INCOME I : DBLFX | P | 2014-10-22 | 2022-10-25 | $23,736 | $29,139 | -$5,403 | -$5,403 |
| DOUBLELINE CORE FIXED INCOME N : DLFNX | P | 2021-04-01 | 2022-10-25 | $18,282 | $22,401 | -$4,119 | -$4,119 |
| DWS RREEF REAL ASSETS S : AAASX | P | 2021-03-23 | 2022-10-25 | $6,546 | $6,801 | -$255 | -$255 |
| HARDING LOEVNER INTERNATIONAL EQ INV : HLMNX | P | 2020-04-01 | 2022-10-25 | $18,632 | $15,623 | $3,009 | $3,009 |
| ISHARES RUSSELL 2000 VALUE ETF : IWN | P | 2021-03-23 | 2022-10-25 | $2,950 | $3,299 | -$349 | -$349 |
| METROPOLITAN WEST TOTAL RETURN BD I : MWTIX | P | 2014-09-30 | 2022-10-25 | $29,822 | $36,749 | -$6,927 | -$6,927 |
| METROPOLITAN WEST TOTAL RETURN BD M : MWTRX | P | 2019-07-30 | 2022-10-25 | $76,271 | $94,508 | -$18,237 | -$18,237 |
| MFS VALUE A : MEA1Z | P | 2018-04-16 | 2022-10-25 | $2,973 | $2,475 | $498 | $498 |
| NATIONWIDE GENEVA SMALL CAP GR A : NWHZX | P | 2020-04-22 | 2022-10-25 | $3,413 | $2,792 | $621 | $621 |
| T. ROWE PRICE DIVIDEND GROWTH I : PDGIX | P | 2019-10-08 | 2022-10-25 | $2,554 | $1,975 | $579 | $579 |
| BLACKROCK HIGH YIELD BOND SVC : BHYSX | P | 2021-03-23 | 2022-03-09 | $10,108 | $10,572 | -$464 | -$464 |
| BLACKROCK SYSTEMATIC MULTI-STRAT INV A : BAMBX | P | 2021-10-26 | 2022-03-09 | $2,413 | $2,471 | -$58 | -$58 |
| ISHARES RUSSELL 2000 VALUE ETF IV : IWM | P | 2021-03-23 | 2022-03-09 | $159 | $157 | $2 | $2 |
| VANGUARD RUSSELL 1000 GROWTH ETF IV : VONG | P | 2021-07-13 | 2022-03-09 | $598 | $644 | -$46 | -$46 |
| ISHARES EXPONENTIAL TECHNOLOGIES ETF : XT | P | 2021-03-23 | 2022-08-30 | $7,488 | $8,846 | -$1,358 | -$1,358 |
| DOUBLELINE CORE FIXED INCOME N : DLFNX | P | 2021-10-26 | 2022-10-25 | $3,994 | $4,895 | -$901 | -$901 |
| DWS RREEF REAL ASSETS S : AAASX | P | 2022-03-09 | 2022-10-25 | $5,000 | $6,056 | -$1,056 | -$1,056 |
| METROPOLITAN WEST TOTAL RETURN BD M : MWTRX | P | 2021-10-26 | 2022-10-25 | $328 | $408 | -$80 | -$80 |
| NATIONWIDE GENEVA SMALL CAP GR A : NWHZX | P | 2022-03-09 | 2022-10-25 | $1,189 | $1,324 | -$135 | -$135 |
| WISDOMTREE INTERNATIONAL EQY ETF : DWM | P | 2022-03-09 | 2022-10-25 | $10,017 | $12,067 | -$2,050 | -$2,050 |
| VANGUARD RUSSELL 1000 GROWTH WTF : VONG | P | 2021-07-13 | 2022-10-25 | $2,010 | $2,503 | -$493 | -$493 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$36,130 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $136 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $136 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $136 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $136 | 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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | 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 | GERALD PESKIN | IndividualWithBooksNm |
| Phone | 3307591180 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2012 CRESTWOOD BLVD | AddressLine1Txt |
| City | YOUNGSTOWN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44505 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| EDITH PESKIN | ||||||||
| 1340 STONINGTON DR | YOUNGSTOWN | OH | 44505 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| GERALD PESKIN | ||||||||
| 2012 CRESTWOOD BLVD | YOUNGSTOWN | OH | 44505 | TRUSTEE | 1.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $415,756 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $41,705 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $457,461 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $457,461 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,862 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $450,599 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $22,530 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $22,530 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $136 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $136 | TotalTaxAmt |
| Distributable Before Adj | $22,394 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $22,394 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $22,394 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $24,950 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $24,950 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $22,394 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $24,514 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $24,950 | QualifyingDistributionsAmt |
| Applied To Year1 | $24,514 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $436 | 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 | $21,958 | 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) |
|---|---|---|
| Contributing Manager | EDITH PESKIN | ContributingManagerNm |
| Contributing Manager | GERALD PESKIN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AGUDAS ACHIM CONGREGATION | ||||||
| 2508 MARKET AVE N | CANTON | OH | 44714 | PC | GENERAL | $1,000 |
| AKRON CHILDRENS HOSPITAL BEEGHLY CAMPUS | ||||||
| 6505 MARKET STREET | BOARDMAN | OH | 44512 | PC | GENERAL | $500 |
| AMERICAN CANCER SOCIETY | ||||||
| 525 N BROAD STREET | CANFIELD | OH | 44406 | PC | RELAY FOR LIFE EVENT IN LIBERTY, OH | $500 |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | ||||||
| 30100 CHAGRIN BLVD | PEPPER PIKE | OH | 44124 | PC | GENERAL | $500 |
| AMERICAN SIGN MUSEUM | ||||||
| 1330 MONMOUTH AVE | CINCINNATI | OH | 45225 | PC | GENERAL | $500 |
| BUTLER ART GALLERY | ||||||
| 524 WICK AVE | YOUNGSTOWN | OH | 44502 | PC | GENERAL | $500 |
| CHILDREN OF ISRAEL | ||||||
| 3970 LOGAN WAY | YOUNGSTOWN | OH | 44505 | PC | GENERAL | $4,000 |
| CHURCHILL UNITED METHODIST CHURCH | ||||||
| 189 CHURCHILL-HUBBARD RD | YOUNGSTOWN | OH | 44505 | PC | GENERAL AND LIBERTY FOOD PANTRY | $1,000 |
| CONGREGATION ETZ HAYIM | ||||||
| 2920 ARLINGTON BOULEVARD | ARLINGTON | VA | 22204 | PC | GENERAL | $500 |
| FRIENDS OF FELLOWS RIVERSIDE GARDENS | ||||||
| 123 MCKINLEY AVE | YOUNGSTOWN | OH | 44509 | PC | GENERAL | $250 |
| HOSPICE OF THE VALLEY | ||||||
| 9803 SHARROTT ROAD | YOUNGSTOWN | OH | 44514 | PC | GENERAL | $500 |
| ISRAEL GUIDE DOG CENTER | ||||||
| 968 EASTON RD | WARRINGTON | PA | 18976 | PC | GENERAL | $500 |
| JEWISH NATIONAL FUND | ||||||
| 2000 AUBURN DR | BEACHWOOD | OH | 44122 | PC | GENERAL | $500 |
| KENT STATE HILLEL | ||||||
| 613 E SUMMIT ST | KENT | OH | 44240 | PC | GENERAL | $500 |
| KENT STATE UNIVERSITY JEWISH STUDIES PROGRAM | ||||||
| 800 E SUMMIT | KENT | OH | 44242 | PC | GENERAL | $500 |
| MAHONING VALLEY HISTORIAL CENTER (TYLER) | ||||||
| 325 WEST FEDERAL STREET | YOUNGSTOWN | OH | 44503 | PC | GENERAL | $500 |
| NEOMED FOUNDATION | ||||||
| 4209 ST RT 44 | ROOTSTOWN | OH | 44272 | PC | GENERAL | $1,250 |
| OH WOW | ||||||
| 15 CENTRAL SQUARE | YOUNGSTOWN | OH | 44503 | PC | GENERAL | $500 |
| PAN MASS CHALLENGE | ||||||
| 77 4TH AVE | NEEDHAM | MA | 02494 | PC | GENERAL | $500 |
| POTENTIAL DEVELOPMENT | ||||||
| 2405 MARKET ST | YOUNGSTOWN | OH | 44507 | PC | GENERAL | $250 |
| RESCUE MISSION | ||||||
| 1300 MARTINE LUTHER KING JR BLVD | YOUNGSTOWN | OH | 44502 | PC | GENERAL | $500 |
| RICH CENTER FOR AUTISM | ||||||
| 1 UNIVERSITY PLAZA | YOUNGSTOWN | OH | 44555 | PC | GENERAL | $500 |
| SECOND HARVEST FOOD BANK OF NORTH CENTRAL OHIO | ||||||
| 5510 BAUMHART RD | LORAIN | OH | 44053 | PC | GENERAL | $500 |
| TEMPLE SINAI BROOKLINE | ||||||
| 50 SEWALL AVENUE | BROOKLINE | MA | 02446 | PC | GENERAL | $500 |
| UNITED HATZALAH | ||||||
| 208 EAST 51ST STREET SUITE 303 | NEW YORK | NY | 10022 | PC | GENERAL | $500 |
| UNIVERSITY OF CINCINNATI FOUNDATION | ||||||
| 51 GOODMAN ST | CINCINNATI | OH | 45221 | PC | GENERAL | $750 |
| URSULINE CENTER HIVAIDS | ||||||
| 4280 SHIELDS RD | CANFIELD | OH | 44406 | PC | GENERAL | $250 |
| YOUNGSTOWN AREA JEWISH FEDERATION | ||||||
| 505 GYPSY LANE | YOUNGSTOWN | OH | 44504 | PC | LOCAL & OVERSEAS | $3,000 |
| YOUNGSTOWN BUSINESS INCUBATOR | ||||||
| 241 W FEDERAL ST | YOUNGSTOWN | OH | 44503 | PC | GENERAL | $1,000 |
| ZIONIST ORGANIZATION OF AMERICA | ||||||
| 1171 LOGAN WOOD DRIVE | HUBBARD | OH | 44425 | PC | GENERAL | $500 |
| TEMPLE EL EMETH | ||||||
| 3970 LOGAN WAY | YOUNGSTOWN | OH | 44505 | PC | GENERAL | $500 |
| AMERICAN HEART ASSOCIATION | ||||||
| 1375 E 9TH STREET | CLEVELAND | OH | 44114 | PC | GENERAL | $1,000 |
| 2 LIFE OPUS NEWTON | ||||||
| 30 WALLINGFORD ROAD | BRIGHTON | MA | 02135 | PC | GENERAL | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $24,750 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,772 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$36,130 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$23,358 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$23,358 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCK | $23,801 | $11,372 |
| MUTUAL FUNDS | $337,581 | $364,299 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $3,004 | Amt |
| Net Investment Income | $3,004 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| STATE REGISTRATION | $200 | $0 | $0 | $200 |
| TAXES - FEDERAL | $346 | $0 | $0 | $0 |
Comments