BETA

STARR FAMILY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
STARR FAMILY FOUNDATION (EIN 83-2816672)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-09-12
IRS object ID
202312559349100521
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)
Return2023-09-12T10:49:45-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN341939672PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SCHICIANO JOHNSTON & BIALEK LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1549 E WASHINGTON ST SUITE 5AddressLine1Txt
CityCHAGRIN FALLSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44022ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN832816672EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1STARR FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSTARBusinessNameControlTxt
Phone2163740801PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line128 PINEWOOD LANEAddressLine1Txt
CityHUDSONCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44236ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRICHARD A STARRPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2163740801PhoneNum
Signature2023-09-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstRICHARDPersonFirstNm
Person LastSTARRPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDANIEL P BIALEK CPAPreparerPersonNm
PTINP01355829PTIN
Phone4402474835PhoneNum

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$41,264FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$482DividendsRevAndExpnssAmt
Dividends Net Invst Incm$482DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$4,880NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$35,362GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$4,880CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$5,362TotalRevAndExpnssAmt
Total Net Invst Incm$5,362TotalNetInvstIncmAmt
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$500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$405OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$405OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$4,163TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$0TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$536OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$5,604TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$405TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$11,400ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$11,400ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$17,004TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$405TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$11,400TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$11,642ExcessRevenueOverExpensesAmt
Net Investment Income$4,957NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$10,154CashBOYAmt
Cash EOY$3,126CashEOYAmt
Cash EOYFMV$3,126CashEOYFMVAmt
Rcvbl From Officers EOY$10,613RcvblFromOfficersEOYAmt
Rcvbl From Officers EOYFMV$10,613RcvblFromOfficersEOYFMVAmt
Other Assets BOY$35,921OtherAssetsBOYAmt
Other Assets EOY$21,758OtherAssetsEOYAmt
Other Assets EOYFMV$27,525OtherAssetsEOYFMVAmt
Total Assets BOY$46,075TotalAssetsBOYAmt
Total Assets EOY$35,497TotalAssetsEOYAmt
Total Assets EOYFMV$41,264TotalAssetsEOYFMVAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$64OtherLiabilitiesEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$64TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$48,150CapitalStockBOYAmt
Capital Stock EOY$48,150CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY-$2,075RetainedEarningBOYAmt
Retained Earning EOY-$12,717RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$46,075TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$35,433TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$46,075TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$35,497TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$46,075TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$11,642ExcessRevenueOverExpensesAmt
Other Increases$1,000OtherIncreasesAmt
Subtotal$35,433SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$35,433TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
ALPHABET INCP2022-05-122022-05-26$15,183$15,904-$721-$721
GLENMEDE LTP2019-12-132022-07-08$147$147$0$0
GLENMEDE STP2021-12-142022-07-07$281$303-$22-$22
ISHARES FLOATING RATE BONDP2018-12-212022-01-10$1,977$1,960$17$17
ISHARES IBOXX $ HIGH YIELDP2018-12-212022-01-10$2,996$2,815$181$181
SPDR S&P 500 ETFP2018-12-212022-01-10$1,835$974$861$861
VANGUARD FTSE DEVELOPED MKTP2018-12-212022-01-10$1,908$1,399$509$509
VANGUARD GROWTH ETFP2018-12-212022-01-10$4,755$2,083$2,672$2,672
VANGUARD MIDCAP GROWTH INDEP2018-12-212022-01-10$1,149$584$565$565
VANUARD TOTAL BOND MARKETP2018-12-212022-01-10$2,002$1,896$106$106
VANUARD VALUE ETFP2018-12-212022-01-10$1,036$677$359$359
GLENMEDE LTP2018-12-212022-12-31$2,093$1,740$353$353
FieldValueIRS element (for citing)
Capital Gain Net Income$4,880CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$69InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$69SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$69TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$69TaxDueAmt

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 BooksRICHARD A STARRIndividualWithBooksNm
Phone2163740801PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line128 PINEWOOD LANEAddressLine1Txt
CityHUDSONCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44236ZIPCd
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 Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
RICHARD A STARR
28 PINEWOOD LANEHUDSONOH44236PRESIDENT1.00$0$0$0
PATRICIA A STARR
28 PINEWOOD LANEHUDSONOH44236VICE PRESIDENT1.00$0$0$0
RICHARD A STARR
28 PINEWOOD LANEHUDSONOH44236TREASURER1.00$0$0$0
PATRICIA A STARR
28 PINEWOOD LANEHUDSONOH44236SECRETARY1.00$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$30,780AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$14,512AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$45,292TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$45,292AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$679CashDeemedCharitableAmt
Net Vl Noncharitable Assets$44,613NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,231MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,231MinimumInvestmentReturnAmt
Tax Based On Investment Income$69TaxBasedOnInvestmentIncomeAmt
Total Tax$69TotalTaxAmt
Distributable Before Adj$2,162DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$2,162DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$2,162DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$11,400ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$11,400QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,162DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$1,831ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$17,364ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$11,029ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$9,405ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$39,629TotalExcessDistributionCyovAmt
Qualifying Distributions$11,400QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,162AppliedToCurrentYearAmt
Remaining Distri From Corpus$9,238RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$48,867TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$48,867ExcessDistriCyovToNextYrAmt
Excess From Year4$1,831ExcessFromYear4Amt
Excess From Year3$17,364ExcessFromYear3Amt
Excess From Year2$11,029ExcessFromYear2Amt
Excess From Year1$9,405ExcessFromYear1Amt
Excess From Current Year$9,238ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
MOUNTAIN TRAILS FOUNDATION
PO BOX 754PARK CITYUT84060NONEPUBLIC CHARITYTO PROMOTE THE EXEMPT PURPOSE OF THE ORGANIZATION$500
NATIONAL ABILITY CENTER
1000 ABILITY WAYPARK CITYUT84060NONEPUBLIC CHARITYTO PROMOTE THE EXEMPT PURPOSE OF THE ORGANIZATION$500
SIMPLE CHANGES
10800 BELMONT AVENUEMASON NECKVA22079NONEPUBLIC CHARITYTO PROMOTE THE EXEMPT PURPOSE OF THE ORGANIZATION$3,250
ST PETER CHANEL FOUNDATION
1931 GEORGETOWN ROAD 212HUDSONOH44236NONEPUBLIC CHARITYTO PROMOTE THE EXEMPT PURPOSE OF THE ORGANIZATION$500
MARY MAGDALEN HOUSE
1629 REPUBLIC STREETCINCINNATIOH45202NONEPUBLIC CHARITYTO PROMOTE THE EXEMPT PURPOSE OF THE ORGANIZATION$1,500
NEW PATH CHILD AND FAMILY SOLUTIONS
5400 EDALBERT DRIVECINCINNATIOH45239NONEPUBLIC CHARITYTO PROMOTE THE EXEMPT PURPOSE OF THE ORGANIZATION$1,000
PAWS FOR PURPLE HEARTS
7404 COMMERCE WAYRUTHER GLENVA22546NONEPUBLIC CHARITYTO PROMOTE THE EXEMPT PURPOSE OF THE ORGANIZATION$750
ST JUDES
501 ST JUDE PLACEMEMPHISTN38105NONEPUBLIC CHARITYTO PROMOTE THE EXEMPT PURPOSE OF THE ORGANIZATION$1,050
STEPPING STONES
55650 GIVEN ROADCINCINNATIOH45243NONEPUBLIC CHARITYTO PROMOTE THE EXEMPT PURPOSE OF THE ORGANIZATION$1,000
URBAN INDIAN CENTER OF SALT LAKE
120 W 1300 S STREETSALT LAKE CITYUT84155NONEPUBLIC CHARITYTO PROMOTE THE EXEMPT PURPOSE OF THE ORGANIZATION$500
JOHN CARROLL UNIVERSITY
1 JOHN CARROLL BLVDUNIVERSITY HEIGHTSOH44118NONEPUBLIC CHARITYTO PROMOTE THE EXEMPT PURPOSE OF THE ORGANIZATION$400
MIRACLE K9 TRAINING
10237 BEREA ROAD UNIT JCLEVELANDOH44102NONEPUBLIC CHARITYTO PROMOTE THE EXEMPT PURPOSE OF THE ORGANIZATION$450
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$11,400TotalGrantOrContriPdDurYrAmt
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$482ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,880ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$5,362ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$5,362TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING/TAX PREPCategoryTxt
Amt$500Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT ACCOUNT - MUTUAL FUNDSDesc
BOY Book Value$35,921BOYBookValueAmt
EOY Book Value$21,758EOYBookValueAmt
EOYFMV$27,525EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OHIO FILING FEES$50$0$0
BANK AND CREDIT CARD FEES$225$0$0
ADVERTISING$261$0$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescIRS REFUND OF PENALTIESDesc
Amt$1,000Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescCAPITAL ONE SPARK CARDDesc
BOY Book Value$0BOYBookValueAmt
EOY Book Value$64EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENTCategoryTxt
Amt$405Amt
Net Investment Income$405NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

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