THE@RAYMOND AND RITA FOOS FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE@RAYMOND AND RITA FOOS FAMILY CHARITABLE FOUNDATION (EIN 31-1529311)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-13
- IRS object ID
- 202511339349102541
- Schema version
- 2024v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-13T13:36:34-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 311149489 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOWARD NUNN & BLOOM INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7655 5 MILE RD STE 115 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45230 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 | 5133093676 | 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 | 5133093676 | PhoneNum |
| Signature | 2025-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GREGORY W HEIMKREITER | PreparerPersonNm |
| PTIN | P01331287 | PTIN |
| Phone | 5132320377 | PhoneNum |
| Preparation | 2025-05-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,596,156 | 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 | $40,270 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $3 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $57,397 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $57,397 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $57,397 | DividendsAdjNetIncmAmt |
| Total Rev And Expnss | $97,670 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $57,400 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $57,400 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $600 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $600 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $26,593 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $26,593 | OtherProfFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,032 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,032 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $28,825 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $28,225 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $600 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $100,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $100,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $128,825 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $28,225 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $100,600 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$31,155 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $29,175 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $57,400 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $356,263 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $212,517 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $212,517 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,203,528 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,274,337 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,383,639 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,559,791 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,486,854 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,596,156 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,559,791 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,486,854 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,559,791 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,486,854 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,559,791 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,486,854 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,559,791 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$31,155 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,528,636 | SubtotalAmt |
| Other Decreases | $41,782 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,486,854 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $406 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $406 | SubtotalAmt |
| Tax Based On Investment Income | $406 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,594 | OverpaymentAmt |
| Applied To ES Tax | $1,594 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | false | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| 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 | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| KEVIN FOOS | ||||||||
| 32331 REGENCY COURT | AVON LAKE | OH | 44012 | PRESIDENT AN | 2.00 | $0 | $0 | $0 |
| BRIAN FOOS | ||||||||
| 2523 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 |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,172,721 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $302,071 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,474,792 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,474,792 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $37,122 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,437,670 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $121,884 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $121,884 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $406 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $406 | TotalTaxAmt |
| Distributable Before Adj | $121,478 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $121,478 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $121,478 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $100,600 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $100,600 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $121,478 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $75,250 | UndistributedIncomePYAmt |
| Qualifying Distributions | $100,600 | QualifyingDistributionsAmt |
| Applied To Year1 | $75,250 | AppliedToYear1Amt |
| Applied To Current Year | $25,350 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $96,128 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCATION | |||||||
| 3 SUMMIT PARK DR 550 | CLEVELAND | OH | 44131 | SUPPORT ANYONE FACING ALZHEIMERS | $5,500 | ||
| THEOLOGY OF THE BODY | |||||||
| PO BOX 573 | QUARRYVILLE | PA | 17566 | TO RENEW CULTURE AT ITS ROOTS BY LEA | $1,000 | ||
| FRIENDS OF THE CHILDREN SF BAY AREA | |||||||
| 111 QUINT STREET | SAN FRANCISCO | CA | 94124 | IMPACT GENERATIONAL CHANGE BY EMPOWE | $5,000 | ||
| CENTER FOR COURAGEOUS KIDS | |||||||
| 1501 BURNLEY ROAD | SCOTTSVILLE | KY | 42164 | TO SUPPORT YEAR-ROUND MEDICAL CAMP | $7,500 | ||
| BOYS & GIRLS CLUB OF GREATER | |||||||
| 600 DALTON AVENUE | CINCINNATI | OH | 45203 | TO PROVIDE FUNDS TO SUPPORT A SAFE | $10,000 | CINCINNATI | |
| PROVIDENCE HOUSE | |||||||
| 2050 W 32ND STREET | CLEVELAND | OH | 44113 | CHILD ABUSE PREVENTION | $5,000 | ||
| FRONT STEP HOUSING & SERVICES | |||||||
| 1545 WEST 25TH STREET | CLEVELAND | OH | 44113 | PROVIDE SAFE AND SECURE ENVIRONMENT | $10,000 | ||
| MERCY NEIGHBORHOOD MINISTRIES | |||||||
| 1602 MADISON ROAD 200 | CINCINNATI | OH | 45206 | TO HELP INDIVIDUALS MAXIMIZE | $10,000 | ||
| PPB COMMUNITY ENDOW FUND | |||||||
| 416 NEW JERSEY AVENUE | POINT PLEASANT BEACH | NJ | 08742 | SEEKS COMMUNITY INVOLVEMENT IN PPB | $1,500 | ||
| PATHWAYS EARLY ED CENTER | |||||||
| 415 COLORADO AVENUE | IMMOKALEE | FL | 34142 | PROVIDE EDUCATIONAL PROGRAMS TO CHIL | $3,500 | ||
| OHIO RIGHT TO LIFE | |||||||
| 65 E STATE STREET | COLUMBUS | OH | 43215 | TO PROMOTE AND DEFEND GOD-GIVE INALI | $1,000 | SUITE 300 | |
| AMERICAN SIGN MUSEUM | |||||||
| 1330 MONMOUTH AVENUE | CINCINNATI | OH | 45225 | TO PRESERVE SIGNAGE HISTORY | $1,500 | ||
| CONTRA COSTA BALLET | |||||||
| 2040 N BROADWAY | WALNUT CREEK | CA | 94596 | SUPPORTING DANCE THROUGH SCHOLARSHIP | $1,000 | ||
| YOUTH CHALLENGE | |||||||
| 800 SHARON DRIVE | WESTLAKE | OH | 44145 | BRING TOGETHER YOUNG PEOPLE WITH PHY | $10,000 | ||
| ARTS IMPACT | |||||||
| 3311 PERKINS AVENUE | CLEVELAND | OH | 44114 | TO SUPPORT ARS EDUCATION | $7,500 | SUITE 300 | |
| PRICE HILL WILL | |||||||
| 3301 PRICE AVENUE | CINCINNATI | OH | 45205 | TO SUPPORT REVITALIZATION OF PRICE H | $10,000 | ||
| REC2CONNECT | |||||||
| 2814 DETROIT AVENUE | CLEVELAND | OH | 44113 | RECREATION THERAPY FOR PEOPLE OF ALL | $10,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $100,000 | TotalGrantOrContriPdDurYrAmt |
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 | $57,397 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $57,400 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $57,400 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
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 | $40,270 | 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 | 42 SHS COSTCO WHOLESALE CORP | NoncashPropertyDesc |
| Fair Market Value | $40,270 | FairMarketValueAmt |
| Received | 2024-12-24 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $1,200 | Amt |
| Net Investment Income | $600 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $600 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | COPY OF IRS FORM 990-PF IS NOT REQUIRED TO BE FILED WITH OHIO | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (14 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INVESCO QQQ TRUST, SERIES 1 | $66,338 | $204,492 |
| INVESCO S&P 500 EQUAL WEIGHT E | $107,536 | $159,810 |
| ISHARES PREFERRED & INCOME S | $73,640 | $71,432 |
| ISHARES RUSSELL 1000 GRW ETF | $62,602 | $200,790 |
| ISHARES S&P MIDCAP 400 INDEX | $22,518 | $46,733 |
| JPMORGAN NASDAQ EQUITY PREM | $39,481 | $42,680 |
| JPMORGAN EQUITY PREMIUM INCOM | $97,843 | $100,045 |
| NUVEEN FLOAT RATE INCOME FD | $35,308 | $34,708 |
| SPDR S&P 500 ETF | $192,559 | $454,798 |
| THE TECHNOLOGY SEL SEC SPDR FD | $16,782 | $46,504 |
| VANGUARD HIGH DIV YIELD ETF | $30,596 | $55,502 |
| VANGUARD INFO TECH ETF | $25,106 | $62,180 |
| VANGUARD S&P 500 ETF | $411,147 | $722,544 |
| COSTCO WHOLESALE CORP NEW | $92,881 | $181,421 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $41,782 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| BANK FEES | $432 | $432 |
| OHIO ATTORNEY GENERAL REGIST | $600 | $600 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $26,593 | Amt |
| Net Investment Income | $26,593 | NetInvestmentIncomeAmt |
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