2023-10-25T16:35:18-05:00 2022-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2022-01-01 821454838 kara j trott family foundation aka Life leap Foundation % Foundation Source KARA 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 KARA J TROTT PRESIDENT 8008391754 2023-10-20 true KARA J TROTT 999009999 Jeffrey D Haskell P01345770 8008391754 2022 2023-04-26 12:10:37Z X X X 4200768 X 704925 211 211 83225 83225 -231885 2111735 0 5688 562164 83436 0 6972 0 0 6972 2744 0 0 2744 29181 19181 10000 7200 24888 160 24728 70985 19341 0 44444 1456000 1456000 1526985 19341 0 1500444 -964821 64095 257606 25829 25829 5754410 4020496 3470014 704925 704925 6012016 4751250 4200768 0 0 X 6012016 4751250 6012016 4751250 6012016 4751250 6012016 -964821 5047195 295945 4751250 Publicly-traded Securities 2111735 2343620 -231885 -231885 891 891 891 600 0 300 900 X 0 9 9 false false false false false false false true true OH true false true false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false false false false false false false false false false false false false false false false false false false Mikhail Alexander Gebhardt Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 Robert W Philips Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Sec 1.0 0 0 0 Kara J Trott Foundation Source 501 Silverside Rd Wilmington DE 198091377 Treas, Dir, Pres 1.0 0 0 0 4529098 225710 260726 5015534 0 5015534 75233 4940301 247015 247015 891 891 246124 246124 246124 1500444 0 0 0 0 1500444 246124 2020 2019 2018 255256 255256 1500444 246124 1254320 1509576 0 1509576 255256 1254320 Kara J Trott Robert W Philips X HEARTLAND HIGH SCHOOL 760 E BROAD ST COLUMBUS OH 43205 N/A PC TROTT FAMILY SCHOLARSHIP FUND 200000 MAKE-A-WISH FOUNDATION OF OHIO KENTUCKY AND INDIAN 2545 FARMERS DR STE 300 COLUMBUS OH 43235 N/A PC General & Unrestricted 250000 OHIO STATE UNIVERSITY FOUNDATION PO BOX 710811 COLUMBUS OH 43271 N/A PC Charitable Event 6000 OHIO STATE UNIVERSITY FOUNDATION PO BOX 710811 COLUMBUS OH 43271 N/A PC Trott Gebhardt Phillips Endowment fund 1000000 1456000 14 211 14 83225 18 -231885 Federal Tax Refund 01 5688 -142761 -142761 false false false false false false false false false false X X 1 Kara J Trott 1272021 Revocable t 300 W Spring Rd Unit 1904 Columbus OH 43215 704925 X 1 KJT FAMILY LLC - CLASS B KJTFAMILY-B, 365 sh. 704925 2022-08-19 General Consultations 144 144 Tax Return Preparation/Review 2600 2600 BOSTON TRUST SMALL CAP FUND 195160 182029 BROWN ADVISORY SUSTAINABILITY 610120 499262 CALVERT GREEN BOND FUND CLASS 251110 236990 CALVERT US LARGE CAP VALUE RES 523962 509739 HARTFORD SCHRODER EMERG MKTS E 199539 145050 ISHARES TRUST ISHARES MSCI EAF 406278 349058 PARNASSUS EQUITY INCOME FUND I 254133 212960 PARNASSUS MID CAP FUND 304326 247038 PAX WORLD HIGH YIELD BOND-IN 245407 209733 PIMCO FUNDS LOW DURATION FUND 183938 169204 TIAA-CREF CORE IMPACT BOND FUN 846523 708951 KJT FAMILY LLC - CLASS B 704925 704925 General Consultations 6972 6972 PRIOR PERIOD ADJUSTMENT 295945 Administrative Fees 21528 21528 Administrative Set-Up Fee 3000 3000 Bank Charges 160 160 State or Local Filing Fees 200 200 Federal Tax Refund 5688 Investment Management Services 19181 19181 Website Development 10000 10000 Kara J Trott 1272021 Revocable t 300 W Spring Rd Unit 1904 Columbus OH 43215 990-PF Estimated Tax for 2022 600 990-PF Extension for 2021 6600