HARRY C MOORES FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- HARRY C MOORES FOUNDATION (EIN 31-6035344)
- Tax period
- 2021-10-01 to 2022-09-30
- Filed
- 2023-05-10
- IRS object ID
- 202301309349103860
- Schema version
- 2021v4.2
- 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
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-10T14:56:17-05:00 | ReturnTs |
| Tax Period End | 2022-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 200562744 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARRIS BURNETT AREND & SCHMIESING CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 640 ENTERPRISE DR STE A | AddressLine1Txt |
| City | LEWIS CENTER | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43035 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 316035344 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARRY C MOORES FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HARR | BusinessNameControlTxt |
| Phone | 6142278884 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 SOUTH THIRD STREET | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 432154236 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES BECHTEL | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 6142278884 | PhoneNum |
| Signature | 2023-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JAMES | PersonFirstNm |
| Person Last | BECHTEL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANDREW AREND | PreparerPersonNm |
| PTIN | P00631697 | PTIN |
| Phone | 6144362727 | PhoneNum |
| Preparation | 2023-05-05 | PreparationDt |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | 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 | $34,122,429 | 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 | $2,202,071 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,202,071 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $1,613,866 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,202,073 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,815,939 | 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 | $1,710 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,710 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $227,773 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $227,773 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $33,102 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $474 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $474 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $263,059 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $229,957 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,864,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,864,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,127,759 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $229,957 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,864,700 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $74,314 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,585,982 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $115,974 | CashBOYAmt |
| Cash EOY | $48,245 | CashEOYAmt |
| Cash EOYFMV | $48,245 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $181,858 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $98,996 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $98,996 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $15,644,751 | CorporateStockBOYAmt |
| Corporate Stock EOY | $15,900,728 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $25,317,678 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $8,323,965 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $9,866,438 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $8,657,510 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $24,266,548 | TotalAssetsBOYAmt |
| Total Assets EOY | $25,914,407 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $34,122,429 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $24,266,548 | CapitalStockBOYAmt |
| Capital Stock EOY | $25,914,407 | 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 | $24,266,548 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $25,914,407 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $24,266,548 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $25,914,407 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $24,266,548 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $74,314 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,613,869 | OtherIncreasesAmt |
| Subtotal | $25,954,731 | SubtotalAmt |
| Other Decreases | $40,324 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $25,914,407 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (98 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| ABBOTT LABORATORIES | 1993-01-02 | 2022-02-01 | $249,753 | $272 | $249,481 | $249,481 |
| ALPHABET INC CL C | 2010-12-15 | 2022-02-01 | $541,172 | $59,124 | $482,048 | $482,048 |
| BECTON DICKINSON & CO | 2020-04-02 | 2022-02-01 | $198,423 | $185,584 | $12,839 | $12,839 |
| BLACKSTONE INC | 2007-10-11 | 2022-02-01 | $265,106 | $52,636 | $212,470 | $212,470 |
| INTEL CORP | 2018-05-15 | 2022-02-01 | $95,722 | $109,144 | -$13,422 | -$13,422 |
| KYNDRYL HOLDINGS INC | 1999-04-13 | 2022-02-01 | $6,531 | $7,715 | -$1,184 | -$1,184 |
| MEDTRONIC PLC SHS | 2015-01-27 | 2022-02-01 | $101,318 | $76,408 | $24,910 | $24,910 |
| MICROSOFT CORP | 2011-03-29 | 2022-02-01 | $301,725 | $25,717 | $276,008 | $276,008 |
| ROCHE HOLDINGS ADR | 2020-04-02 | 2022-02-01 | $240,072 | $207,172 | $32,900 | $32,900 |
| INTEL CORP | 2021-05-21 | 2022-02-01 | $47,861 | $57,466 | -$9,605 | -$9,605 |
| T-MOBILE US INC COM | 2021-05-21 | 2022-02-01 | $106,853 | $138,864 | -$32,011 | -$32,011 |
| T-MOBILE US INC COM | 2021-09-08 | 2022-02-01 | $53,426 | $68,443 | -$15,017 | -$15,017 |
| ABBVIE INC COM | 1993-01-02 | 2022-04-21 | $155,488 | $148 | $155,340 | $155,340 |
| ATT INC | 2008-12-03 | 2021-11-02 | $7,555 | $8,409 | -$854 | -$854 |
| ATT INC | 2009-03-13 | 2021-11-02 | $7,555 | $7,259 | $296 | $296 |
| ATT INC | 2010-03-04 | 2021-11-02 | $25,183 | $24,857 | $326 | $326 |
| ATT INC | 2018-07-09 | 2021-11-02 | $22,665 | $28,913 | -$6,248 | -$6,248 |
| UNITED HEALTH GP INC | 2008-12-03 | 2021-11-02 | $11,362 | $491 | $10,871 | $10,871 |
| ATT INC | 2021-06-16 | 2021-11-02 | $25,183 | $29,094 | -$3,911 | -$3,911 |
| CONSTELLATION BRANDS INC CL A | 2019-03-08 | 2022-01-05 | $96,068 | $62,127 | $33,941 | $33,941 |
| ABBVIE INC COM | 2020-05-11 | 2022-03-09 | $24,584 | $13,981 | $10,603 | $10,603 |
| BRISTOL MYERS SQUIBB CO | 2019-03-08 | 2022-03-09 | $13,694 | $10,232 | $3,462 | $3,462 |
| CHEVRON CORP | 2020-03-31 | 2022-03-09 | $40,462 | $18,449 | $22,013 | $22,013 |
| UNITED HEALTH GP INC | 2008-12-03 | 2022-03-09 | $24,129 | $982 | $23,147 | $23,147 |
| LEMONADE INC | 2022-01-05 | 2022-03-09 | $53,925 | $94,675 | -$40,750 | -$40,750 |
| US GLOBAL JETS ETF | 2021-11-02 | 2022-03-09 | $80,649 | $97,505 | -$16,856 | -$16,856 |
| VANGUARD TOTAL INTL STOCK ETF | 2021-08-11 | 2022-03-09 | $148,205 | $171,094 | -$22,889 | -$22,889 |
| VANGUARD TOTAL INTL STOCK ETF | 2022-01-05 | 2022-03-09 | $11,400 | $12,819 | -$1,419 | -$1,419 |
| WALMART INC | 2021-08-25 | 2022-03-09 | $62,583 | $67,086 | -$4,503 | -$4,503 |
| WALMART INC | 2021-11-02 | 2022-03-09 | $27,815 | $29,951 | -$2,136 | -$2,136 |
| BRISTOL MYERS SQUIBB CO | 2019-03-08 | 2022-05-23 | $77,203 | $51,159 | $26,044 | $26,044 |
| HESS CORPORATION | 2020-03-31 | 2022-05-23 | $23,048 | $6,975 | $16,073 | $16,073 |
| WARNER BROS DISCOVERY IN SER | 2017-12-11 | 2022-05-23 | $50,588 | $55,351 | -$4,763 | -$4,763 |
| AIRBNB INC CL A | 2021-06-16 | 2022-05-23 | $68,583 | $89,586 | -$21,003 | -$21,003 |
| VANGUARD TTL WRLD STK INDX | 2022-03-09 | 2022-05-23 | $381,234 | $403,494 | -$22,260 | -$22,260 |
| APPLE INC | 2014-04-11 | 2022-08-26 | $16,465 | $1,859 | $14,606 | $14,606 |
| INTEL CORP | 2021-08-25 | 2022-08-26 | $23,610 | $37,713 | -$14,103 | -$14,103 |
| NUCOR CORPORATION | 2020-03-31 | 2022-08-26 | $39,882 | $10,368 | $29,514 | $29,514 |
| UNITED HEALTH GP INC | 2008-12-03 | 2022-08-26 | $53,271 | $1,965 | $51,306 | $51,306 |
| VERIZON COMMUNICATIONS | 2022-05-23 | 2022-08-26 | $73,642 | $85,007 | -$11,365 | -$11,365 |
| ABBVIE INC COM | 2016-04-01 | 2022-09-02 | $3,467 | $1,436 | $2,031 | $2,031 |
| MCKESSON CORP | 2020-08-18 | 2022-09-02 | $36,626 | $15,578 | $21,048 | $21,048 |
| NUCOR CORPORATION | 2020-03-31 | 2022-09-02 | $3,308 | $919 | $2,389 | $2,389 |
| PEPSICO INC NC | 2009-12-18 | 2022-09-02 | $4,364 | $1,476 | $2,888 | $2,888 |
| VANGUARD FTSE DEVELOPED MKTS E | 2018-04-03 | 2022-09-02 | $80,418 | $87,530 | -$7,112 | -$7,112 |
| VANGUARD FTSE DEVELOPED MKTS E | 2018-12-26 | 2022-09-02 | $20,105 | $18,193 | $1,912 | $1,912 |
| GOVERNMENT FUND SEOXX | 2015-09-01 | 2021-11-09 | $31,902 | $31,902 | $0 | $0 |
| SEI HIGH YIELD BOND FUND SGYAX | 2015-09-01 | 2021-11-09 | $673 | $680 | -$7 | -$7 |
| SEI DYNAMIC ASSET ALLOC FUND SDLAX | 2015-09-01 | 2021-11-09 | $6,524 | $3,556 | $2,968 | $2,968 |
| US MANAGED VOL FUND SVYAX | 2015-09-01 | 2021-11-09 | $7,480 | $6,882 | $598 | $598 |
| SEI EMERGING MRKTS EQ-A SMQFX | 2015-09-01 | 2021-11-09 | $1,222 | $915 | $307 | $307 |
| SEI WORLD EQUITY EX-US FUND WEUSX | 2015-09-01 | 2021-11-09 | $3,809 | $2,605 | $1,204 | $1,204 |
| SEI MULTI ASSET REAL RETURN SEIAX | 2015-09-01 | 2021-11-09 | $620 | $631 | -$11 | -$11 |
| SEI SMALL/MID CAP EQTY FUND SSMAX | 2015-09-01 | 2021-11-09 | $11,575 | $9,575 | $2,000 | $2,000 |
| GOVERNMENT FUND SEOXX | 2015-09-01 | 2022-02-08 | $32,454 | $32,454 | $0 | $0 |
| SEI HIGH YIELD BOND FUND SGYAX | 2015-09-01 | 2022-02-08 | $822 | $853 | -$31 | -$31 |
| SEI DYNAMIC ASSET ALLOC FUND SDLAX | 2015-09-01 | 2022-02-08 | $5,961 | $4,344 | $1,617 | $1,617 |
| SEI EMERGING MRKTS EQ-A SMQFX | 2015-09-01 | 2022-02-08 | $1,271 | $1,178 | $93 | $93 |
| SEI MULTI ASSET REAL RETURN SEIAX | 2015-09-01 | 2022-02-08 | $2,868 | $3,091 | -$223 | -$223 |
| US MANAGED VOL FUND SVYAX | 2015-09-01 | 2022-02-08 | $11,890 | $12,704 | -$814 | -$814 |
| SEI WORLD EQUITY EX-US FUND WEUSX | 2015-09-01 | 2022-02-08 | $2,299 | $2,132 | $167 | $167 |
| SEI SMALL/MID CAP EQTY FUND SSMAX | 2015-09-01 | 2022-02-08 | $7,343 | $8,468 | -$1,125 | -$1,125 |
| GOVERNMENT FUND SEOXX | 2015-09-01 | 2022-02-08 | $2,267,546 | $2,267,546 | $0 | $0 |
| GOVERNMENT FUND SEOXX | 2015-09-01 | 2022-05-11 | $30,585 | $30,585 | $0 | $0 |
| US MANAGED VOL FUND SVYAX | 2015-09-01 | 2022-05-11 | $12,336 | $13,403 | -$1,067 | -$1,067 |
| SEI OPPORTUNISTIC INC FD-A ENIAX | 2015-09-01 | 2022-05-11 | $4,543 | $4,679 | -$136 | -$136 |
| SEI MULTI ASSET REAL RETURN SEIAX | 2015-09-01 | 2022-05-11 | $9,329 | $9,526 | -$197 | -$197 |
| SEI LIMITED DURATION BOND SLDBX | 2015-09-01 | 2022-05-11 | $4,377 | $4,524 | -$147 | -$147 |
| GOVERNMENT FUND SEOXX | 2015-09-01 | 2022-08-09 | $31,946 | $31,946 | $0 | $0 |
| SEI DYNAMIC ASSET ALLOC FUND SDLAX | 2015-09-01 | 2022-08-09 | $1,516 | $1,163 | $353 | $353 |
| US MANAGED VOL FUND SVYAX | 2015-09-01 | 2022-08-09 | $10,502 | $11,547 | -$1,045 | -$1,045 |
| SEI OPPORTUNISTIC INC FD-A ENIAX | 2015-09-01 | 2022-08-09 | $4,153 | $4,330 | -$177 | -$177 |
| SEI MULTI ASSET REAL RETURN SEIAX | 2015-09-01 | 2022-08-09 | $9,350 | $9,628 | -$278 | -$278 |
| SEI LIMITED DURATION BOND SLDBX | 2015-09-01 | 2022-08-09 | $4,580 | $4,762 | -$182 | -$182 |
| SEI SMALL/MID CAP EQTY FUND SSMAX | 2015-09-01 | 2022-08-09 | $1,845 | $2,256 | -$411 | -$411 |
| SEI CORE FIXED INCOME FUND SCOAX | 2015-09-01 | 2022-08-31 | $119,126 | $135,155 | -$16,029 | -$16,029 |
| SEI HIGH YIELD BOND FUND SGYAX | 2015-09-01 | 2022-08-31 | $23,228 | $27,107 | -$3,879 | -$3,879 |
| SEI DYNAMIC ASSET ALLOC FUND SDLAX | 2015-09-01 | 2022-08-31 | $54,498 | $43,301 | $11,197 | $11,197 |
| US MANAGED VOL FUND SVYAX | 2015-09-01 | 2022-08-31 | $282,304 | $316,375 | -$34,071 | -$34,071 |
| SEI OPPORTUNISTIC INC FD-A ENIAX | 2015-09-01 | 2022-08-31 | $146,349 | $151,999 | -$5,650 | -$5,650 |
| SEI MULTI ASSET REAL RETURN SEIAX | 2015-09-01 | 2022-08-31 | $195,582 | $197,608 | -$2,026 | -$2,026 |
| SEI LIMITED DURATION BOND SLDBX | 2015-09-01 | 2022-08-31 | $161,964 | $168,924 | -$6,960 | -$6,960 |
| SEI SMALL/MID CAP EQTY FUND SSMAX | 2015-09-01 | 2022-08-31 | $75,699 | $95,692 | -$19,993 | -$19,993 |
| GOVERNMENT FUND SEOXX | 2015-09-01 | 2022-08-31 | $1 | $1 | $0 | $0 |
| CITIGROUP INC NEW | 2019-03-22 | 2022-08-26 | $98,162 | $124,300 | -$26,138 | -$26,138 |
| ISHARES US HOME CONSTRUCT ETF | 2008-10-21 | 2022-08-26 | $112,833 | $25,770 | $87,063 | $87,063 |
| MICROSOFT CORP | 2011-03-29 | 2022-08-26 | $132,592 | $12,859 | $119,733 | $119,733 |
| PFIZER INC | 2005-06-21 | 2022-08-26 | $124,204 | $73,852 | $50,352 | $50,352 |
| VERIZON COMMUNICATIONS | 2001-07-25 | 2022-08-26 | $42,348 | $50,548 | -$8,200 | -$8,200 |
| BREAD FINANCIAL HOLDINGS | 2022-04-22 | 2022-08-26 | $38,636 | $56,998 | -$18,362 | -$18,362 |
| ABBVIE INC COM | 2016-04-01 | 2022-07-13 | $11,446 | $4,307 | $7,139 | $7,139 |
| ABBVIE INC COM | 2020-05-11 | 2022-07-13 | $7,630 | $4,211 | $3,419 | $3,419 |
| UNITED HEALTH GP INC | 2008-12-03 | 2022-07-13 | $12,555 | $491 | $12,064 | $12,064 |
| WALGREENS BOOTS ALLIANCE INC | 2020-06-02 | 2022-07-13 | $59,890 | $69,306 | -$9,416 | -$9,416 |
| COMCAST CORP NEW CLASS A | 2022-05-23 | 2022-07-13 | $51,811 | $55,915 | -$4,104 | -$4,104 |
| NETFLIX INC | 2022-05-23 | 2022-07-13 | $77,887 | $83,426 | -$5,539 | -$5,539 |
| WALGREENS BOOTS ALLIANCE INC | 2021-11-02 | 2022-07-13 | $14,972 | $18,971 | -$3,999 | -$3,999 |
| M/S ACCT 136091 - RETURN OF CAPITAL | 2015-09-01 | 2022-09-30 | $16,754 | $16,754 | $16,754 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,613,866 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$235,729 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $49,845 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $49,845 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $49,845 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $50,479 | 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 | $50,479 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $634 | EsPenaltyAmt |
| Tax Due | $0 | 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 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DONNA HARTLEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6142278884 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 SOUTH THIRD STREET | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43215 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID FENNER | ||||||||
| 100 SOUTH THIRD ST | COLUMBUS | OH | 43215 | CHAIR | 8.00 | $0 | $0 | $0 |
| ROBERT WISEMAN | ||||||||
| 100 SOUTH THIRD ST | COLUMBUS | OH | 43215 | SECRETARY | 2.00 | $0 | $0 | $0 |
| JIM FLYNN | ||||||||
| 100 SOUTH THIRD ST | COLUMBUS | OH | 43215 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JAMES BECHTEL | ||||||||
| 100 SOUTH THIRD ST | COLUMBUS | OH | 43215 | TREASURER | 2.00 | $0 | $0 | $0 |
| KRISTEN SYDNEY | ||||||||
| 100 SOUTH THIRD ST | COLUMBUS | OH | 43215 | 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 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEI PRIVATE TRUST CO | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 FREEDOM VALLEY DR | AddressLine1Txt |
| City | OAKS | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19456 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISORY FEES | ServiceTypeTxt |
| Compensation | $126,887 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | GRANTS TO CHARITABLE GROUPS IN CENTRAL OHIO AND THE SURROUNDING AREA. | Description1Txt |
| Expenses1 | $1,864,700 | Expenses1Amt |
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 | $39,367,292 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $472,198 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $39,839,490 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $39,839,490 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $597,592 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $39,241,898 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,962,095 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,962,095 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $49,845 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $49,845 | TotalTaxAmt |
| Distributable Before Adj | $1,912,250 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,912,250 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,912,250 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,864,700 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,864,700 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,912,250 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $205,479 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $232,008 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $394,394 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $418,920 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $147,959 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,398,760 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,864,700 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,864,700 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $47,550 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $47,550 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,351,210 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $157,929 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,193,281 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $232,008 | ExcessFromYear4Amt |
| Excess From Year3 | $394,394 | ExcessFromYear3Amt |
| Excess From Year2 | $418,920 | ExcessFromYear2Amt |
| Excess From Year1 | $147,959 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MS DONNA HARTLEY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 SOUTH THIRD STREET | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6142278884 | RecipientPhoneNum |
| Form And Info And Materials | DETAIL IS AVAILABLE THROUGH THE GRANT APPLICATION INSTRUCTIONS WHICH CAN BE OBTAINED UPON REQUEST. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | JUNE 1 FOR GRANTS MADE IN AUGUST/SEPTEMBER | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE NOT MADE TO INDIVIDUALS OR PRIVATE FOUNDATIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (141 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADVOCACY & PROTECTIVE SERVICES | |||||||
| 4110 N HIGH ST | COLUMBUS | OH | 43214 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $5,000 |
| ALL THAT - TEENS HOPEFUL ABOUT TOMORROW | |||||||
| PO BOX 27113 | COLUMBUS | OH | 43227 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $15,000 |
| ALVIS INC | |||||||
| 2100 STELLA CT | COLUMBUS | OH | 43215 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $10,000 |
| AMERICAN CANCER SOCIETY | |||||||
| 10501 EUCLID AVE | CLEVELAND | OH | 44106 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $10,000 |
| AMERICAN RED CROSS | |||||||
| 995 E BROAD ST | COLUMBUS | OH | 43205 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $10,000 |
| ANDREWS HOUSE | |||||||
| 39 W WINTER ST | DELAWARE | OH | 43015 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $10,000 |
| ARTHRITIS FOUNDATION | |||||||
| 1355 PEACHTREE ST | ATLANTA | GA | 30309 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $10,000 |
| AT HOME BY HIGH | |||||||
| 692 NORTH HIGH ST | COLUMBUS | OH | 43215 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $9,700 |
| BALLETMET | |||||||
| 322 MT VERNON AVE | COLUMBUS | OH | 43215 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $10,000 |
| ALS ASSOC CENTRAL & SOUTHERN OHIO | |||||||
| 1170 OLD HENDERSON RD | COLUMBUS | OH | 43215 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $10,000 |
| BISHOP GRIFFIN RESOURCE CENTER | |||||||
| 2875 EAST LIVINGSTON AVE | COLUMBUS | OH | 43209 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $11,500 |
| BIG BROTHERS BIG SISTERS OF CENTRAL OHIO | |||||||
| 1855 E DUBLIN GRANVILLE RD | COLUMBUS | OH | 43229 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $20,000 |
| BOUNDLESS HEALTH | |||||||
| 445 E DUBLIN GRANVILLE RD | WORTHINGTON | OH | 43085 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $10,000 |
| BOYS AND GIRLS CLUBS OF COLUMBUS | |||||||
| 1000 CLEVELAND AVE | COLUMBUS | OH | 43201 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $20,000 |
| BREATHING ASSOCIATION | |||||||
| 788 MT VERNON AVE | COLUMBUS | OH | 43203 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $10,000 |
| BRIDGEWAY ACADEMY | |||||||
| 1350 ALUM CREEK DR | COLUMBUS | OH | 43209 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $13,500 |
| MASH PANTRY AND RESOURCE CENTER | |||||||
| 648 CLYMER RD | MARYSVILLE | OH | 43040 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $10,000 |
| CANCER SUPPORT COMMUNITY CENTRAL OHIO | |||||||
| 1200 OLD HENDERSON RD | COLUMBUS | OH | 43220 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $20,000 |
| CANINE COMPANIONS FOR INDEPENDENCE | |||||||
| 7480 NEW ALBANY CONDIT RD | NEW ALBANY | OH | 43054 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $15,000 |
| CATCO | |||||||
| 55 E STATE ST | COLUMBUS | OH | 43215 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $11,000 |
| CATHOLIC SOCIAL SERVICES | |||||||
| 197 E GAY ST | COLUMBUS | OH | 43215 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $15,000 |
| CENTER FOR HEALTHY FAMILIES | |||||||
| 500 S FRONT ST | COLUMBUS | OH | 43215 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $7,500 |
| CENTRAL COMMUNITY HOUSE | |||||||
| 1150 E MAIN ST | COLUMBUS | OH | 43205 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $12,500 |
| CENTRAL OHIO FELLOWSHIP OF CHRISTIAN ATHLETES | |||||||
| 565 METRO PL S | DUBLIN | OH | 43017 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $5,000 |
| CENTRAL OHIO YOUTH FOR CHRIST | |||||||
| 5000 ARLINGTON CENTRE BLVD | COLUMBUS | OH | 43220 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $20,000 |
| CHARITABLE PHARMACY OF CENTRAL OHIO | |||||||
| 200 E LIVINGSTON AVE | COLUMBUS | OH | 43215 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $15,000 |
| CHARITY NEWSIES | |||||||
| 4300 INDIANOLA AVE | COLUMBUS | OH | 43214 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $16,000 |
| CHILDHOOD LEAGUE CENTER | |||||||
| 674 CLEVELAND AVE | COLUMBUS | OH | 43215 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $20,000 |
| CHILDRENS HUNGER ALLIANCE | |||||||
| 1105 SCHROCK AVE | COLUMBUS | OH | 43229 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $25,000 |
| CHRIST CHILD SOCIETY OF COLUMBUS | |||||||
| PO BOX 340091 | COLUMBUS | OH | 43234 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $10,000 |
| CITY YEAR COLUMBUS | |||||||
| 50 E 1ST AVE STE 250 | COLUMBUS | OH | 43201 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $10,000 |
| CLINTONVILLE BEECHWOLD CRC | |||||||
| 3222 N HIGH ST | COLUMBUS | OH | 43202 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $15,000 |
| COLLEGE MENTORS FOR KIDS | |||||||
| 6081 E 82ND ST | INDIANAPOLIS | IN | 46250 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $10,000 |
| MATURE WORKS | |||||||
| 4300 E BROAD ST | COLUMBUS | OH | 43213 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $5,000 |
| COLUMBUS COUNCIL ON WORLD AFFAIRS | |||||||
| 51 JEFFERSON AVE | COLUMBUS | OH | 43215 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $3,000 |
| COLUMBUS EARLY LEARNING CENTERS | |||||||
| 1611 OLD LEONARD AVE | COLUMBUS | OH | 43219 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $12,000 |
| COLUMBUS LITERACY COUNCIL | |||||||
| 92 JEFFERSON AVE | COLUMBUS | OH | 43215 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $10,000 |
| MODCON LIVING | |||||||
| 3840 E 5TH AVE | COLUMBUS | OH | 43219 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $15,000 |
| COLUMBUS SPEECH & HEARING CENTER | |||||||
| 510 E NORTH BROADWAY ST | COLUMBUS | OH | 43214 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $16,000 |
| COLUMBUS SYMPHONY ORCHESTRA | |||||||
| 55 E STATE ST | COLUMBUS | OH | 43215 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $4,000 |
| COLUMBUS WORKS | |||||||
| 775 W BROAD ST | COLUMBUS | OH | 43222 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $15,000 |
| COMMUNITIES IN SCHOOLS OF OHIO | |||||||
| 6500 BUSCH BLVD | COLUMBUS | OH | 43229 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $10,000 |
| COMMUNITY DEVELOPMENT FOR ALL PEOPLE | |||||||
| 946 PARSONS AVE | COLUMBUS | OH | 43206 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $20,000 |
| COMMUNITY FOR NEW DIRECTIONS | |||||||
| 2323 W 5TH AVE | COLUMBUS | OH | 43204 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $7,000 |
| COMMUNITY HOUSING NETWORK | |||||||
| 1680 WATERMARK DR | COLUMBUS | OH | 43215 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $10,000 |
| COMMUNITY KITCHEN | |||||||
| 640 S OHIO AVE | COLUMBUS | OH | 43205 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $20,000 |
| OHIOANA LIBRARY ASSOCIATION | |||||||
| 274 E FIRST AVE | COLUMBUS | OH | 43201 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $10,000 |
| COMMUNITY OF HOLY ROSARY & ST JOHN THE EVANGELIST CHURCH | |||||||
| 648 S OHIO AVE | COLUMBUS | OH | 43205 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $12,000 |
| COMMUNITY REFUGEE & IMMIGRATION SERVICES | |||||||
| 1925 E DUBLIN GRANVILLE RD | COLUMBUS | OH | 43229 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $15,000 |
| COMMUNITY SHELTER BOARD | |||||||
| 355 E CAMPUS VIEW BLVD | COLUMBUS | OH | 43235 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $20,000 |
| PLANNED PARENTHOOD OF GREATER OHIO | |||||||
| 206 E STATE ST | COLUMBUS | OH | 43215 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $5,000 |
| COSI COLUMBUS | |||||||
| 333 W BROAD ST | COLUMBUS | OH | 43215 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $10,000 |
| CRISTO REY COLUMBUS HIGH SCHOOL | |||||||
| 400 E TOWN ST | COLUMBUS | OH | 43215 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $18,000 |
| DEAF INITIATIVES INC | |||||||
| 563 S DAWSON AVE | COLUMBUS | OH | 43209 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $12,000 |
| SPROUT FIVE | |||||||
| 966 S HIGH ST | COLUMBUS | OH | 43215 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $12,500 |
| STONYBROOK CHURCH | |||||||
| 485 CHERRYBOTTOM RD | GAHANNA | OH | 43230 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $7,000 |
| DRESS FOR SUCCESS COLUMBUS | |||||||
| 1204 N HIGH ST | COLUMBUS | OH | 43201 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $12,500 |
| EASTER SEALS CENTRAL AND SOUTHEAST OHIO | |||||||
| 3830 TRUEMAN CT | HILLIARD | OH | 43026 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $7,500 |
| EPILEPSY ALLIANCE OHIO | |||||||
| 895 CENTRAL AVE | CINCINNATI | OH | 45202 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $10,000 |
| STRAND THEATRE & CULTURAL ARTS ASSOC | |||||||
| 28 E WINTER ST | DELAWARE | OH | 43015 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $5,000 |
| EXPANDING VISIONS FOUNDATIONS | |||||||
| 845 CLAYCRAFT RD | GAHANNA | OH | 43230 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $6,500 |
| FESTA | |||||||
| 2300 LYTHAM RD | COLUMBUS | OH | 43220 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $10,000 |
| FRANKLIN COUNTY 4-H ADVISORY COMMITTEE | |||||||
| 2548 CARMACK RD | COLUMBUS | OH | 43210 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $6,500 |
| FRANKLINTON FARMS | |||||||
| 867 W TOWN ST | COLUMBUS | OH | 43222 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $10,000 |
| UNITED CHURCH HOMES | |||||||
| 8000 RAVINES EDGE CT | COLUMBUS | OH | 43235 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $6,000 |
| FRIENDS OF CASA | |||||||
| 7652 SAWMILL RD | DUBLIN | OH | 43016 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $15,000 |
| FURNITURE BANK OF CENTRAL OHIO | |||||||
| 118 S YALE AVE | COLUMBUS | OH | 43222 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $25,000 |
| GIRL SCOUTS OF OHIO'S HEARTLAND | |||||||
| 1700 WATERMARK DR | COLUMBUS | OH | 43215 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $16,000 |
| GLADDEN COMMUNITY HOUSE | |||||||
| 183 HAWKES AVE | COLUMBUS | OH | 43223 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $15,000 |
| GODMAN GUILD ASSOCIATION | |||||||
| PO BOX 8100 | COLUMBUS | OH | 43201 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $15,000 |
| GOOD NEIGHBORS OF CENTRAL OHIO | |||||||
| PO BOX 16311 | COLUMBUS | OH | 43216 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $5,000 |
| HOSPICE OF CENTRAL OHIO | |||||||
| 2269 CHERRY VALLEY RD | NEWARK | OH | 43055 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $10,000 |
| HABITAT FOR HUMANITY - MID OHIO | |||||||
| 6665 BUSCH BLVD | COLUMBUS | OH | 43229 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $20,000 |
| HARDY CENTER | |||||||
| 4593 CHARLESFIELD DR | COLUMBUS | OH | 43230 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $19,000 |
| HOMEPORT | |||||||
| 3443 AGLER RD | COLUMBUS | OH | 43219 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $20,000 |
| HEART OF OHIO FAMILY HEALTH CENTERS | |||||||
| 5000 E MAIN ST | COLUMBUS | OH | 43213 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $10,000 |
| HEINZERLING COMMUNITY | |||||||
| 1800 HEINZERLING DR | COLUMBUS | OH | 43223 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $20,000 |
| HELPING HANDS HEALTH & WELLNESS | |||||||
| 5100 KARL RD | COLUMBUS | OH | 43229 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $10,000 |
| HOME FOR FAMILIES | |||||||
| 33 N GRUBB ST | COLUMBUS | OH | 43215 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $20,000 |
| HOMES ON THE HILL COMMUNITY DEVELOPMENT CORP | |||||||
| 3659 SOLDANO BLVD | CENTERBURG | OH | 43228 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $10,000 |
| HUCKLEBERRY HOUSE | |||||||
| 1421 HAMLET ST | COLUMBUS | OH | 43201 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $20,000 |
| JOSEPHS COAT OF CENTRAL OHIO | |||||||
| 240 OUTERBELT ST | COLUMBUS | OH | 43213 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $7,000 |
| JUNIOR ACHIEVEMENT OF CENTRAL OHIO | |||||||
| 68 E 2ND AVE | COLUMBUS | OH | 43201 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $15,500 |
| LOWER LIGHTS MINISTRIES (CHILD ENRICHMENT CENTER) | |||||||
| 1066 BELLOWS AVE | COLUMBUS | OH | 43223 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $10,000 |
| LAW AND LEADERSHIP INSTITUTE | |||||||
| 303 E BROAD ST | COLUMBUS | OH | 43215 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $10,000 |
| LIFECARE ALLIANCECODA | |||||||
| 1699 W MOUND ST | COLUMBUS | OH | 43223 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $15,000 |
| LIFECARE ALLIANCECOLUMBUS CANCER CLINIC | |||||||
| 1699 W MOUND ST | COLUMBUS | OH | 43223 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $23,000 |
| LIFECARE ALLIANCEMEALS ON WHEELS | |||||||
| 1699 W MOUND ST | COLUMBUS | OH | 43223 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $25,000 |
| LIFECARE ALLIANCEPROJECT OPEN HAND | |||||||
| 1699 W MOUND ST | COLUMBUS | OH | 43223 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $20,000 |
| LINCOLN THEATRE ASSOCIATION | |||||||
| 55 E STATE ST | COLUMBUS | OH | 43215 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $5,000 |
| LOCAL MATTERS | |||||||
| 633 PARSONS AVE | COLUMBUS | OH | 43206 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $16,000 |
| LOWER LIGHT MINISTRIES (FAMILY HOUSING) | |||||||
| 1066 BELLOWS AVE | COLUMBUS | OH | 43223 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $10,000 |
| LOWER LIGHT MINISTRIES (RACHEL'S HOUSE) | |||||||
| 1066 BELLOWS AVE | COLUMBUS | OH | 43223 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $15,000 |
| LSS 211 OF CENTRAL OHIO (LUTHERAN SOCIAL SERVICES) | |||||||
| 500 W WILSON BRIDGE RD STE 245 | WORTHINGTON | OH | 43085 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $12,500 |
| LUTHERAN SOCIAL SERVICES - CHOICES | |||||||
| 500 W WILSON BRIDGE RD STE 245 | WORTHINGTON | OH | 43085 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $20,000 |
| LUTHERAN SOCIAL SERVICES - FAITH MISSION | |||||||
| 500 W WILSON BRIDGE RD STE 245 | WORTHINGTON | OH | 43085 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $20,000 |
| LUTHERAN SOCIAL SERVICES FOOD PANTRIES | |||||||
| 500 W WILSON BRIDGE RD STE 245 | WORTHINGTON | OH | 43085 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $20,000 |
| MARBURN ACADEMY | |||||||
| 9555 JOHNSTOWN RD | NEW ALBANY | OH | 43054 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $20,000 |
| MARMON VALLEY MINISTRIES | |||||||
| 7754 ST RT 292 | ZANESFIELD | OH | 43360 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $1,000 |
| MENTAL HEALTH AMERICA OF OHIO | |||||||
| 2323 W 5TH AVE | COLUMBUS | OH | 43204 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $7,500 |
| METHODIST THEOLOGICAL SCHOOL IN OHIO | |||||||
| 3081 COLUMBUS PIKE | DELAWARE | OH | 43015 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $25,000 |
| MID-OHIO FOOD COLLECTIVE | |||||||
| 3960 BROOKHAM DR | GROVE CITY | OH | 43123 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $35,000 |
| MOMENTUM-EXCELLENCE INC | |||||||
| 538 E TOWN ST | COLUMBUS | OH | 43215 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $6,500 |
| MOUNT CARMEL HEALTH SYSTEM FOUNDATIONS | |||||||
| 6150 E BROAD ST | COLUMBUS | OH | 43213 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $15,000 |
| NATIONAL CHURCH RESIDENCES FOUNDATION | |||||||
| 2335 N BANK DR | COLUMBUS | OH | 43220 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $17,500 |
| NETCARE ACCESS | |||||||
| 199 S CENTRAL AVE | COLUMBUS | OH | 43223 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $4,000 |
| NEW DIRECTIONS CAREER CENTER | |||||||
| 2760 AIRPORT DR | COLUMBUS | OH | 43219 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $22,000 |
| NEWSREEL CLUB INC | |||||||
| 5 E LONG ST | COLUMBUS | OH | 43215 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $20,000 |
| OHIO ENERGY PROJECT | |||||||
| 200 E WILSON BRIDGE RD | WORTHINGTON | OH | 43085 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $9,000 |
| OHIO FEDERATION FOR HEALTH EQUITY AND SOCIAL JUSTICE | |||||||
| 332 HAMILTON AVE | COLUMBUS | OH | 43203 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $7,500 |
| OHIO GUIDESTONE | |||||||
| 195 N GRANT AVE | COLUMBUS | OH | 43215 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $15,000 |
| OHIO HEALTH FOUNDATION | |||||||
| 3430 OHIOHEALTH PKWY | COLUMBUS | OH | 43202 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $25,000 |
| OHIO HISPANIC COALITION | |||||||
| 1535 BETHEL RD | COLUMBUS | OH | 43220 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $15,000 |
| OHIO HISTORY CONNECTION | |||||||
| 800 E 17TH AVE | COLUMBUS | OH | 43211 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $15,000 |
| OHIO LIVING HOSPICE | |||||||
| 2740 AIRPORT DR | COLUMBUS | OH | 43219 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $12,000 |
| PARTNERSHIPS FOR AUTHENTIC LEARNING & LEADERSHIP | |||||||
| 1930 CONCORD RD | COLUMBUS | OH | 43212 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $15,000 |
| PATCHES OF LIGHT | |||||||
| PO BOX 153 | COLUMBUS | OH | 43026 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $15,000 |
| PBJ CONNECTIONS | |||||||
| 9734 JUG ST | PATASKALA | OH | 43062 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $15,000 |
| PINK RIBBON GIRLS | |||||||
| 350 HULS DR | CLAYTON | OH | 45315 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $10,000 |
| PREVENT BLINDNESS | |||||||
| 1500 W 3RD AVE | COLUMBUS | OH | 43212 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $10,000 |
| RECREATION UNLIMITED FOUNDATION | |||||||
| 7700 PIPER RD | ASHLEY | OH | 43003 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $10,000 |
| REFUGE INC | |||||||
| PO BOX 163173 | COLUMBUS | OH | 43216 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $15,000 |
| ROSEDALE BIBLE COLLEGE | |||||||
| 2270 ROSEDALE RD | IRWIN | OH | 43029 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $5,000 |
| RONALD MCDONALD HOUSE CHARITIES OF CENTRAL OHIO | |||||||
| 711 E LIVINGSTON AVE | COLUMBUS | OH | 43205 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $30,000 |
| RULING OUR EXPERIENCES | |||||||
| 1335 DUBLIN RD | COLUMBUS | OH | 43215 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $16,000 |
| SANCTUARY NIGHT | |||||||
| 1195 SULLIVANT AVE | COLUMBUS | OH | 43223 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $17,000 |
| SEE KIDS DREAM | |||||||
| PO BOX 341645 | COLUMBUS | OH | 43234 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $12,000 |
| SEEDS OF CARING | |||||||
| 355 E CAMPUS VIEW BLVD | COLUMBUS | OH | 43235 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $5,000 |
| SHANE CENTER FOR THERAPEUTIC HORSEMANSHIP | |||||||
| 7908 MYERS RD | CENTERBURG | OH | 43011 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $7,500 |
| SHE HAS A NAME | |||||||
| 605 N HIGH ST | COLUMBUS | OH | 43215 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $10,000 |
| SIMON KENTON COUNCIL BOY SCOUTS | |||||||
| 807 KINNEAR RD | COLUMBUS | OH | 43212 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $15,000 |
| THURBER HOUSE | |||||||
| 77 JEFFERSON AVE | COLUMBUS | OH | 43215 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $10,000 |
| UNION COLLEGE | |||||||
| 310 COLLEGE ST | BARBOURVILLE | KY | 40906 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $12,000 |
| UNITED SCHOOLS NETWORK | |||||||
| 1469 E MAIN ST | COLUMBUS | OH | 43205 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $10,000 |
| URBAN CONCERN | |||||||
| 1000 BONHAM AVE | COLUMBUS | OH | 43211 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $15,000 |
| URBAN RESURRECTION COMMUNITY DEVELOPMENT | |||||||
| 428 E MAIN ST | COLUMBUS | OH | 43215 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $12,500 |
| WESTERVILLE AREA RESOURCE MINISTRY | |||||||
| 150 HEATHERDOWN DR | WESTERVILLE | OH | 43081 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $15,000 |
| WILLOW RIDGE THERAPEUTIC RIDING FACILITY | |||||||
| 9302 BROCK RD | PLAIN CITY | OH | 43064 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $2,500 |
| WOSU PUBLIC MEDIA OF WOSU | |||||||
| 2400 OLENTANGY RIVER RD | COLUMBUS | OH | 43210 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $10,000 |
| YMCA OF CENTRAL OHIO | |||||||
| 1907 LEONARD AVE | COLUMBUS | OH | 43219 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $20,000 |
| YWCA COLUMBUS | |||||||
| 65 S 4TH ST | COLUMBUS | OH | 43215 | N/A | 501(C)(3) ORGANIZATI | GENERAL OPERATIONS | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,864,700 | 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 | $2,202,071 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,202,073 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,202,073 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,710 | Amt |
| Net Investment Income | $1,710 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | FORM 990PF IS NOT REQUIRED TO BE FILED WITH OHIO ATTORNEY GENERAL'S OFFICE | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SEI #338 | BondNm |
| EOY Book Value | $9,866,438 | EOYBookValueAmt |
| EOYFMV | $8,657,510 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MORGAN STANLEY #136091 | $4,684,473 | $12,127,780 |
| MORGAN STANLEY #136092 | $2,474,340 | $3,685,946 |
| SEI #338 | $8,741,915 | $9,503,952 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENTS | Desc |
| Amt | $40,324 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK FEES | $18 | $18 | $0 | $0 |
| STATE FILING FEES | $200 | $200 | $0 | $0 |
| OFFICE SUPPLIES | $256 | $256 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SETTLEMENT GRANTS | Desc |
| Revenue And Expenses Per Books | $2 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAPITAL GAIN INCOME | Desc |
| Amt | $1,613,869 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MORGAN STANLEY INVESTMENT MANAGEMENT FEES | $36,827 | $36,827 | $0 | $0 |
| SEI INVESTMENT MANAGEMENT FEES | $126,887 | $126,887 | $0 | $0 |
| ADMINISTRATION FEES | $64,059 | $64,059 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INCOME TAX | CategoryTxt |
| Amt | $33,102 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments