BETA

ANDROSE FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
ANDROSE FOUNDATION (EIN 26-1624973)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-05-02
IRS object ID
202331229349100103
Schema version
2022v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-05-02T05:44:29-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN341818258PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MEADEN & MOORE LTDBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11375 EAST NINTH STREET SUITE 1800AddressLine1Txt
CityCLEVELANDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP441141790ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN261624973EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ANDROSE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlANDRBusinessNameControlTxt
Phone4409938091PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 277AddressLine1Txt
CityJEFFERSONCityNm
State AbbreviationOHStateAbbreviationCd
ZIP440470277ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKENNETH KOVACHPersonNm
Person TitlePRESIDENT/TREASURERPersonTitleTxt
Phone4409938091PhoneNum
Signature2023-04-27SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstKENNETHPersonFirstNm
Person LastKOVACHPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKAREN B COONEYPreparerPersonNm
PTINP00285983PTIN
Phone2162413272PhoneNum
Preparation2023-04-27PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$15,390,634FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,928,046ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$366,160DividendsRevAndExpnssAmt
Dividends Net Invst Incm$366,160DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$348,436NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$610,000GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$348,436CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$2,642,642TotalRevAndExpnssAmt
Total Net Invst Incm$714,596TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$8,081AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$8,081AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$23,087TaxesRevAndExpnssAmt
Taxes Net Invst Incm$293TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$298OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$298OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$31,466TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$293TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$8,379TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$706,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$706,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$737,466TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$293TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$714,379TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,905,176ExcessRevenueOverExpensesAmt
Net Investment Income$714,303NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$129,995SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$26,659SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$26,659SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$15,441,779CorporateStockBOYAmt
Corporate Stock EOY$14,959,174CorporateStockEOYAmt
Corporate Stock EOYFMV$14,959,174CorporateStockEOYFMVAmt
Corporate Bonds BOY$493,164CorporateBondsBOYAmt
Corporate Bonds EOY$404,801CorporateBondsEOYAmt
Corporate Bonds EOYFMV$404,801CorporateBondsEOYFMVAmt
Total Assets BOY$16,064,938TotalAssetsBOYAmt
Total Assets EOY$15,390,634TotalAssetsEOYAmt
Total Assets EOYFMV$15,390,634TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$16,064,938RetainedEarningBOYAmt
Retained Earning EOY$15,390,634RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$16,064,938TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$15,390,634TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$16,064,938TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$15,390,634TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$16,064,938TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,905,176ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$17,970,114SubtotalAmt
Other Decreases$2,579,480OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$15,390,634TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
EDWARD JONES LONG TERM TRANSACTIONS2014-11-122022-09-22$610,000$566,055$43,945$43,945
CAPITAL GAINS DIVIDENDS$304,491$304,491$304,491P
FieldValueIRS element (for citing)
Capital Gain Net Income$348,436CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$9,929InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$9,929SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$9,929TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$14,680EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$14,680TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$4,751OverpaymentAmt
Applied To ES Tax$4,751AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateOHOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksKENNETH KOVACHIndividualWithBooksNm
Phone4409938091PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 277AddressLine1Txt
CityJEFFERSONCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44047ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
KENNETH KOVACH
1321 RT 46 SOUTHJEFFERSONOH44047PRESIDENT/TREAS0.50$0$0$0
KRIS VELLIQUETTE
1321 RT 46 SOUTHJEFFERSONOH44047SECRETARY0.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$15,704,439AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$358,629AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$16,063,068TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$16,063,068AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$240,946CashDeemedCharitableAmt
Net Vl Noncharitable Assets$15,822,122NetVlNoncharitableAssetsAmt
Minimum Investment Return$791,106MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$791,106MinimumInvestmentReturnAmt
Tax Based On Investment Income$9,929TaxBasedOnInvestmentIncomeAmt
Total Tax$9,929TotalTaxAmt
Distributable Before Adj$781,177DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$781,177DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$781,177DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$714,379ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$714,379QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$781,177DistributableAsAdjustedAmt
Undistributed Income PY$139,521UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$714,379QualifyingDistributionsAmt
Applied To Year1$139,521AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$574,858AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$206,319UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ACCESS ASHTABULA COUNTY CONTINUING EDUCATION
1565 STATE RT 167JEFFERSONOH44047PCCHARITABLE$2,000
AMERICAN RED CROSS
433 CENTER STREETASHTABULAOH44004PCCHARITABLE$10,000
ASHCRAFT INDUSTRIES
5959 GREEN ROADASHTABULAOH44004PCCHARITABLE$7,000
ASHTABULA ANIMAL PROTECTION
5970 GREEN RDASHTABULAOH44004PCCHARITABLE$5,000
ASHTABULA ARTS CENTER
2928 W 13TH STASHTABULAOH44004PCCHARITABLE$5,000
ASHTABULA COUNTY HUMANE SOCIETY
PO BOX 422JEFFERSONOH44047PCCHARITABLE$7,000
ASHTABULA DREAM CENTER
604 W 57TH STASHTABULAOH44004PCCHARITABLE$7,000
ASHTABULA HOMELESS SHELTER
4125 STATION AVENUEASHTABULAOH44004PCCHARITABLE$7,000
BETHEL BIBLE CHURCH
877 E BEECH STREETJEFFERSONOH44047PCCHARITABLE$40,000
CATHOLIC CHARITIES
4200 PARK AVEASHTABULAOH44004PCCHARITABLE$7,000
CEDARBROOK CAMP
3854 REMSEN RDMEDINAOH44256PCCHARITABLE$7,000
CIVIC DEVELOPMENT CORPORATION
3441 N RIDGE RD WASHTABULAOH44004PCCHARITABLE$5,000
DILLONVALE ALUMNI ASSOCIATION
PO BOX 704DILLONVALEOH44791PCCHARITABLE$5,000
DILLONVALE FOOD PANTRY
PO BOX 1DILLONVALEOH43935PCCHARITABLE$20,000
FRIENDS OF SMITHFIELD CEMETERY
PO BOX 73SMITHFIELDOH43948PCCHARITABLE$15,000
G O MINISTRIES
3703 STATION AVEASHTABULAOH44004PCCHARITABLE$20,000
GOODWILL INDUSTRIES
PO BOX 2926ASHTABULAOH44004PCCHARITABLE$5,000
HABITAT FOR HUMANITY
4632 MAIN AVEASHTABULAOH44004PCCHARITABLE$7,000
HARVEST INTERNATIONAL CHURCH
604 W 57TH STASHTABULAOH44004PCCHARITABLE$20,000
INTERLUDE RETREAT CORPORATION
4324 CANAL AVENUE SWGRANDVILLEMI49418PCCHARITABLE$5,000
JEFFERSON HISTORICAL SOCIETY
42 E JEFFERSON STJEFFERSONOH44047PCCHARITABLE$4,000
LIGHTHOUSE HARVEST FOUNDATION
2710 STATE RDASHTABULAOH44004PCCHARITABLE$35,000
MANNA PROJECT
89 E SATIN STJEFFERSONOH44047PCCHARITABLE$12,000
MY NEIGHBORHOOD COLLABORATION
6920 AUSTINBURG ROADASHTABULAOH44004PCCHARITABLE$5,000
NATURE CONSERVANCY OF OHIO
6375 RIVERSIDE DR STE 100DUBLINOH43107PCCHARITABLE$7,000
SALVATION ARMY
89 E SATIN STREETJEFFERSONOH44047PCCHARITABLE$25,000
SHELDON CALVARY CAMP
4411 LAKE ROADCONNEAUTOH44030PCCHARITABLE$5,000
ST ADALBERT CHURCH
2347 E 83RD STREETCLEVELANDOH44104PCCHARITABLE$50,000
ST JOHN SCHOOL
7911 DEPOT ROADASHTABULAOH44004PCCHARITABLE$80,000
ST JOSEPHS CALASANCTIUS
3312 LAKE AVEASHTABULAOH44004PCCHARITABLE$80,000
ST PAULS LUTHERAN CHURCH
89 E SATIN STJEFFERSONOH44047PCCHARITABLE$25,000
ST PETERS EPISCOPAL CHURCH
4901 MAIN AVEASHTABULAOH44004PCCHARITABLE$30,000
UNITED METHODIST CHURCH
125 EAST JEFFERSON STJEFFERSONOH44047PCCHARITABLE$117,000
UNIVERSITY HOSPITAL
11100 EUCLID AVECLEVELANDOH44106PCCHARITABLE$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$706,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$366,160ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$348,436ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$714,596ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$714,596TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1ESTATE OF RICHARD KOVACHBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11360 CHAPEL RDAddressLine1Txt
CityJEFFERSONCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44047ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,928,046TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$8,081Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$8,081DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondAMERICAN BOND FUND OF AMERICABondNm
EOY Book Value$404,801EOYBookValueAmt
EOYFMV$404,801EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AMERICAN BALANCED CL A FUND$4,923,588$4,923,588
AMERICAN MUTUAL FUND CL A$1,054,795$1,054,795
AMERICAN CAPITAL INCOME BUILDER FUND$1,801,673$1,801,673
AMERICAN CAPITAL WORLD GROWTH AND INCOME FUND$242,020$242,020
AMERICAN FUNDAMENTAL INVESTORS FUND$1,036,416$1,036,416
AMERICAN GROWTH FUND OF AMERICA$391,027$391,027
AMERICAN INCOME FUND OF AMERICA$4,565,031$4,565,031
AMERICAN INVESTMENT COMPANY OF AMERICA FUND$187,207$187,207
AMERICAN WASHINGTON MUTUAL INVESTORS$488,584$488,584
AMERICAN NEW PERSPECTIVE CL A$268,833$268,833

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED APP/(DEPR) OF PORTFOLIO AND OTHER BASIS ADJDesc
Amt$2,579,480Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OHIO FILING FEE$200$0$200
CHECK REORDER FEES AND MISC$98$0$98

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL NET INVESTMENT INCOME TAX$22,794$0$0
FOREIGN TAX PAID$293$293$0

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