RAMSER ARBORETUM: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- RAMSER ARBORETUM (EIN 31-1470524)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-30
- IRS object ID
- 202331509349100558
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Notes Loans Rcvbl Short Sch2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-30T08:52:24-07:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 852877429 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Williams & Williams LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1011 Shady Ln | AddressLine1Txt |
| City | Ashland | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44805 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311470524 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAMSER ARBORETUM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RAMS | BusinessNameControlTxt |
| Phone | 7403922941 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20718 DANVILLE-AMITY ROAD | AddressLine1Txt |
| City | MOUNT VERNON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43050 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK R RAMSER | PersonNm |
| Person Title | SECRETARY/TREAS | PersonTitleTxt |
| Signature | 2023-05-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARK R | PersonFirstNm |
| Person Last | RAMSER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Mary A Williams | PreparerPersonNm |
| PTIN | P00226154 | PTIN |
| Phone | 4192811869 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
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 |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $8,144,277 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $193,850 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $102,929 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $102,929 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $102,929 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $34,981 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $34,981 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $34,981 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | -$9,307 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | -$16,076 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $152,068 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $1,890 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,890 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $1,890 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $317,574 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $139,800 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $139,800 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $2,600 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $14,903 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $14,902 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $20,823 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $14,097 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $6,726 | DeprecAndDpltnAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $52,260 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $30,475 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $21,785 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $90,586 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $44,573 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $6,726 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $39,287 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $29,090 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $29,090 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $119,676 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $44,573 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $6,726 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $68,377 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $197,898 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $95,227 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $133,074 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $147,322 | CashBOYAmt |
| Cash EOY | $127,980 | CashEOYAmt |
| Cash EOYFMV | $127,980 | CashEOYFMVAmt |
| Acct Rcvbl | $395 | AcctRcvblAmt |
| Acct Rcvbl EOY | $395 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $395 | AcctRcvblEOYFMVAmt |
| Other Nts And Loans Rcvbl | $151,809 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $152,609 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $151,809 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $151,809 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $2,557,592 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,497,727 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,497,727 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $85,860 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $53,789 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $53,789 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,828,183 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,651,378 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,651,378 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,957,001 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $388,080 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $3,397,873 | LandBOYAmt |
| Land EOY | $3,568,921 | LandEOYAmt |
| Land EOYFMV | $3,568,921 | LandEOYFMVAmt |
| Other Assets BOY | $92,557 | OtherAssetsBOYAmt |
| Other Assets EOY | $92,278 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $92,278 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $8,261,996 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,144,277 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,144,277 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $833 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $833 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $8,261,163 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,144,277 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,261,163 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,144,277 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,261,996 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,144,277 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,261,163 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $197,898 | ExcessRevenueOverExpensesAmt |
| Other Increases | $284 | OtherIncreasesAmt |
| Subtotal | $8,459,345 | SubtotalAmt |
| Other Decreases | $315,068 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,144,277 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| SELECT ENERGY SVCS INC | P | 2014-02-20 | 2022-02-25 | $8 | $8 | $8 | |
| NUVEEN CORE PLUS IMPACT FUND | P | 2021-04-28 | 2022-04-26 | $20,055 | -$9,945 | -$9,945 | $30,000 |
| UNITED STATES STL CORP | P | 2022-07-21 | 2022-12-13 | $45,671 | $3,597 | $3,597 | $42,074 |
| DISH DBS CORPORATION NOTE CALL | P | 2018-06-19 | 2022-07-15 | $32,000 | $815 | $815 | $31,185 |
| DISH DBS CORPORATION NOTE CALL | P | 2018-06-20 | 2022-07-15 | $15,000 | $529 | $529 | $14,471 |
| MALLINCKRODT INTL FIN SA | P | 2017-10-26 | 2022-06-24 | $10,581 | -$13,852 | -$13,852 | $24,433 |
| TENNECO INC NOTE | P | 2019-05-09 | 2022-08-11 | $28,753 | $2,772 | $2,772 | $25,981 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$16,076 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$6,348 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,324 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,324 | SubtotalAmt |
| Tax Based On Investment Income | $1,324 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,600 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $1,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,600 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $1,276 | OverpaymentAmt |
| Applied To ES Tax | $1,276 | 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 | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUSAN E RAMSER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7403922941 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20718 DANVILLE-AMITY ROAD | AddressLine1Txt |
| City | MOUNT VERNON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43050 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| SUSAN E RAMSER | ||||||
| 407 E GAMBIER STREET | MOUNT VERNON | OH | 43050 | President | 5.00 | $0 |
| MARK R RAMSER | ||||||
| 104 DUFF STREET | GAMBIER | OH | 43022 | SECRETARY/TREAS | 1.00 | $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 | APPROXIMATELY 5 MILES OF TRAILS ARE OPEN TO THE PUBLIC, FREE OF CHARGE, FOR HIKING, HUNTING AND SKIING. PLANNING ON RENOVATION WORK WAS STARTED FOR A BUILDING TO HOUSE THE ARBORETUM OFFICES AND LIBRARY. A RESTROOM FACILITY IS ALSO ON SITE FOR COMMUNITY USE. | Description1Txt |
| Expenses1 | $68,377 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,099,900 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $150,139 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,250,039 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $4,250,039 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $63,751 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,186,288 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $209,314 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $68,377 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $68,377 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 1996-09-01 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $133,074 | CurrentYearAmt |
| Year1 | $116,876 | Year1Amt |
| Year2 | $118,649 | Year2Amt |
| Year3 | $124,523 | Year3Amt |
| Total | $493,122 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $113,113 | CurrentYearAmt |
| Year1 | $99,345 | Year1Amt |
| Year2 | $100,852 | Year2Amt |
| Year3 | $105,845 | Year3Amt |
| Total | $419,155 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $68,377 | CurrentYearAmt |
| Year1 | $131,534 | Year1Amt |
| Year2 | $104,442 | Year2Amt |
| Year3 | $121,172 | Year3Amt |
| Total | $425,525 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $68,377 | CurrentYearAmt |
| Year1 | $131,534 | Year1Amt |
| Year2 | $104,442 | Year2Amt |
| Year3 | $121,172 | Year3Amt |
| Total | $425,525 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $139,543 | CurrentYearAmt |
| Year1 | $122,579 | Year1Amt |
| Year2 | $79,099 | Year2Amt |
| Year3 | $83,015 | Year3Amt |
| Total | $424,236 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| EXPERIENCE MOUNT VERNON | |||||
| 314 WEST BURGESS STREET | MOUNT VERNON | OH | 43050 | CASH DONATION | $100 |
| JOY OF LIVING MINISTRIES INC | |||||
| 18860 DODD RD | BRINKHAVEN | OH | 43006 | CASH DONATION | $3,990 |
| FOUNDATION FOR KNOX COMMUNITY HOSPI | |||||
| 1330 COSHOCTON AVENUE | MOUNT VERNON | OH | 43050 | CASH DONATION | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $29,090 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $102,929 | ExclusionAmt |
Net Rental Income Personal Prop NetRentalIncomePersonalPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$9,307 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$16,076 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OIL AND GAS ROYALTY | Desc |
| Exclusion | 15 | ExclusionCd |
| Exclusion | $1,890 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $95,512 | ExclusionAmt |
| Related Or Exempt Function Incm | -$16,076 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $79,436 | 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 | MARY E RAMSER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20718 DANVILLE-AMITY ROAD | AddressLine1Txt |
| City | MOUNT VERNON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43050 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $193,850 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 21114 DANVILLE-AMITY HOUSE, BUILDING AND LAND | NoncashPropertyDesc |
| Fair Market Value | $193,850 | FairMarketValueAmt |
| Received | 2022-01-01 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,600 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,600 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | RtRt | Current Year ExpenseCurrentYearExpenseAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt | LifeLifeRt |
|---|---|---|---|---|---|---|---|---|---|
| BUILDINGS AND EQUIPMENT | 2008-12-31 | $595,690 | $248,559 | SL | 0.0256 | $6,726 | $6,726 | ||
| BUILDING | 2014-12-31 | $337,492 | $133,882 | SL | 0.0364 | $8,458 | $8,458 | ||
| BUILDING | 2022-01-01 | $136,210 | SL | 0.0349 | $4,747 | $4,747 | |||
| BUILDING | 2022-01-01 | $8,920 | 200DB | $892 | $892 | 10.0000 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS | BondNm |
| EOY Book Value | $53,789 | EOYBookValueAmt |
| EOYFMV | $53,789 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCKS | StockNm |
| EOY Book Value | $2,497,727 | EOYBookValueAmt |
| EOYFMV | $2,497,727 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | COMMUNITY FDN-RAMSER ARBORETUM FUND | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $1,651,378 | BookValueAmt |
| EOYFMV | $1,651,378 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Furniture and Fixtures | $30,055 | $29,040 | $1,015 | $1,015 |
| Machinery and Equipment | $53,214 | $53,214 | ||
| Buildings | $1,022,120 | $284,485 | $737,635 | $737,635 |
| Improvements | $21,632 | $21,341 | $291 | $291 |
| Land | $2,829,980 | $2,829,980 | $2,829,980 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (7 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INTEREST GREENTOWN | $56,113 | $56,113 | $56,113 |
| ANTIQUES | $502 | $502 | $502 |
| BOOKS | $1,178 | $1,178 | $1,178 |
| FIT RECEIVABLE | $555 | $276 | $276 |
| SAWED TIMBER | $4,133 | $4,133 | $4,133 |
| SCHOOL BUS | $21,000 | $21,000 | $21,000 |
| STATUE | $9,076 | $9,076 | $9,076 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| FEDERAL INCOME TAX EXPENSE | $1,324 |
| UNREALIZED DECLINE ON INVESTMENTS | $313,744 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| ADMINISTRATIVE EXPENSES | $3,108 | $3,108 | |
| ADVERTISING | $2,012 | $2,012 | |
| DEPLETION EXPENSE | $284 | $284 | |
| EQUIPMENT RENTAL | $2,812 | $2,812 | |
| INSURANCE | $4,367 | $4,367 | |
| MAINTENANCE EXPENSE | $1,866 | $1,866 | |
| Rental Expenses | $30,191 | $30,191 | |
| SUPPLIES | $2,311 | $2,311 | |
| UTILITIES | $5,309 | $5,309 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OIL AND GAS ROYALTY | Desc |
| Revenue And Expenses Per Books | $1,890 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,890 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,890 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PERCENTAGE DEPLETION | Desc |
| Amt | $284 | Amt |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp
Organization501c3 Name Organization501c3Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREENTOWN PRESERVATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Balance Due | $151,809 | BalanceDueAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY E RAMSER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20718 DANVILLE-AMITY RD | AddressLine1Txt |
| City | MOUNT VERNON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43050 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| REAL ESTATE TAXES | $14,702 | $14,702 | |
| SEVERANCE TAX | $1 | $1 | |
| STATE TAX | $200 | $200 |
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