THE@RAYMOND AND RITA FOOS FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
THE@RAYMOND AND RITA FOOS FAMILY CHARITABLE FOUNDATION (EIN 31-1529311)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-06
IRS object ID
202303109349100510
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)
Return2023-11-06T07:42:16-06:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN271235638PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MCM CPAS & ADVISORS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1201 EAST FIFTH STREET SUITE 2100AddressLine1Txt
CityCINCINNATICityNm
State AbbreviationOHStateAbbreviationCd
ZIP45202ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN311529311EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE RAYMOND AND RITA FOOS FAMILYBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlRAYMBusinessNameControlTxt
Phone5132639329PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12523 ERIE AVENUEAddressLine1Txt
CityCINCINNATICityNm
State AbbreviationOHStateAbbreviationCd
ZIP45208ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBRIAN FOOSPersonNm
Person TitleTREASURERPersonTitleTxt
Phone5132639329PhoneNum
Signature2023-11-01SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstBRIANPersonFirstNm
Person LastFOOSPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANNAMARIE REILLY CPAPreparerPersonNm
PTINP00431897PTIN
Phone5135791717PhoneNum

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$1,841,235FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$53,689ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$4InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$4InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$33,717DividendsRevAndExpnssAmt
Dividends Net Invst Incm$33,717DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$17,771NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$271,844GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$17,771CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$105,181TotalRevAndExpnssAmt
Total Net Invst Incm$51,492TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,225AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,113AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$1,112AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$21,444OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$21,444OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,400TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$200TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$769OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$385OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$384OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$25,838TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$22,942TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,696TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$102,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$102,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$127,838TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$22,942TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$103,696TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$22,657ExcessRevenueOverExpensesAmt
Net Investment Income$28,550NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$32,700SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$49,281SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$49,281SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,535,424CorporateStockBOYAmt
Corporate Stock EOY$1,399,175CorporateStockEOYAmt
Corporate Stock EOYFMV$1,791,954CorporateStockEOYFMVAmt
Total Assets BOY$1,568,124TotalAssetsBOYAmt
Total Assets EOY$1,448,456TotalAssetsEOYAmt
Total Assets EOYFMV$1,841,235TotalAssetsEOYFMVAmt
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$1,568,124RetainedEarningBOYAmt
Retained Earning EOY$1,448,456RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,568,124TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,448,456TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,568,124TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,448,456TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,568,124TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$22,657ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,545,467SubtotalAmt
Other Decreases$97,011OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,448,456TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtAcquiredAcquiredDt
JPMORGAN ULTRA-SHORT INC2022-01-18$50,443$50,783-$340-$340
FISERV INC2022-01-18$21,401$589$20,812$20,8121996-10-08
PIONEER MLTI AST ULT SHT INC$200,000$202,701-$2,701-$2,701
FieldValueIRS element (for citing)
Capital Gain Net Income$17,771CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$397InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$397SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$397TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,107EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,107TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$710OverpaymentAmt
Applied To ES Tax$710AppliedToESTaxAmt
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 Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateOHOrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen0Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksBRIAN FOOSIndividualWithBooksNm
Phone5133093676PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12523 ERIE AVENUEAddressLine1Txt
CityCINCINNATICityNm
State AbbreviationOHStateAbbreviationCd
ZIP45208ZIPCd
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
MICHAEL SHERMAN
8582 TRILLIUM RIDGECINCINNATIOH45255PRESIDENT2.00$0$0$0
KEVIN FOOS
32331 REGENCY COURTAVON LAKEOH44012VICE PRESIDENT2.00$0$0$0
BRIAN FOOS
2537 ERIE AVENUECINCINNATIOH45208TREASURER2.00$0$0$0
KAREN TESTA
203 NIBLICK STREETPOINT PLEASANTNJ08742SECRETARY2.00$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$2,022,482AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$40,967AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,063,449TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,063,449AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$30,952CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,032,497NetVlNoncharitableAssetsAmt
Minimum Investment Return$101,625MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$101,625MinimumInvestmentReturnAmt
Tax Based On Investment Income$397TaxBasedOnInvestmentIncomeAmt
Total Tax$397TotalTaxAmt
Distributable Before Adj$101,228DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$101,228DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$101,228DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$103,696ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$103,696QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$101,228DistributableAsAdjustedAmt
Undistributed Income PY$99,709UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$103,696QualifyingDistributionsAmt
Applied To Year1$99,709AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$3,987AppliedToCurrentYearAmt
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$97,241UndistributedIncomeCYAmt
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 (22 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALL SAINTS
8939 MONTGOMERY RDCINCINNATIOH45236NONEPCINTANGIBLE RELIGIOUS BENEFITS$750
AMERICAN SIGN MUSEUM
1330 MONMOUTH AVENUECINCINNATIOH45225NONEPCTO PRESERVE SIGNAGE HISTORY$750
ARTS IMPACT (FKA PROGRESSIVE ARTS ALLIANCE)
3311 PERKINS AVE SUITE 300CLEVELANDOH44114NONEPCTO SUPPORT ARTS EDUCATION IN THE GREATER CLEVELAND AREA$13,000
BOYS & GIRLS CLUB NE OHIO
4111 PEARL AVELORAINOH44055NONEPCTO PROVIDE FUNDS TO SUPPORT A SAFE AND POSITIVE PLACE FOR YOUTH DEVELOPMENT$11,300
CENTER FOR COURAGIOUS KIDS
1501 BURNLEY RDSCOTTSVILLEKY42164NONEPCTO SUPPORT YEAR-ROUND MEDICAL CAMP SERVING CHILDREN WITH CHRONIC AND LIFE THREATENING ILLNESSES$7,500
CONTRA COSTA BALLET
2040 N BROADWAYWALNUT CREEKCA94596NONEPCSUPPORTING DANCE, THROUGH SCHOLARSHIPS AND OUTREACH, IN THE EAST BAY$1,000
FRONT STEP HOUSING & SERVICES
1545 WEST 25TH STREETCLEVELANDOH44113NONEPCPROVIDE SAFE AND SECURE ENVIRONMENT FOR HOMELESS INDIVIDUALS & FAMILIES$10,000
GARGIULO EDUCATION CENTER INC
1414 RAIL HEAD BLVDNAPLESFL34110NONEPCTO SUPPORT THE EDUCATION AND AFTER-SCHOOL TUTORING PROGRAM FOR MIGRANT CHILDREN$2,000
GIRLS ON THE RUN
1904 MONROE DRIVE NE NO 135ATLANTAGA30324NONEPCTO SUPPORT THE AFTER SCHOOL RUNNING PROGRAM FOR 3RD -8TH GRADE GIRLS$1,000
KOINONIA HOMES
1200 RESOURCE DRBROOKLYN HEIGHTSOH44131NONEPCTO PROVIDE SUPPORT FOR PEOPLE WHO HAVE DEVELOPMENTAL DISABILITIES$4,000
PRICE HILL WILL
3301 PRICE AVENUECINCINNATIOH45205NONEPCTO SUPPORT THE REVITALIZATION OF THE PRICE HILL COMMUNITY IN CINCINNATI, OHIO$7,200
PROVIDENCE HOUSE
2050 W 32ND STCLEVELANDOH44113NONEPCCHILD ABUSE PREVENTION$10,000
ST AMBROSE CATHOLIC CHURCH
929 PEARL ROADBRUNSWICKOH44212NONEPCTO SUPPORT THE WORK OF THE CHURCH$5,000
URBAN COMMUNITY SCHOOL
4909 LORAIN AVECLEVELANDOH44102NONEPCTO SUPPORT THE EDUCATION OF CHILDREN OF CLEVELAND'S WEST SIDE$1,500
YOUTH CHALLENGE
800 SHARON DRIVEWESTLAKEOH44145NONEPCBRING TOGETHER YOUNG PEOPLE WITH PHYSICAL DISABILITIES AND TEEN VOLUNTEERS$10,000
MERCY NEIGHBORHOOD MINISTRIES
1602 MADISON RD 200CINCINNATIOH45206NONEPCTO HELP INDIVIDUALS MAXIMIZE$5,000
BIG BROTHERS & BIG SISTERS
1300 E 9TH ST 1220CLEVELANDOH44114NONEPCTO CREATE ONE-TO-ONE MENTORING RELATIONSHIPS$1,000
DAMASCUS
7550 RAMEY RDCENTERBURGOH43011NONEPCMISSIONARIES TO YOUNG PEOPLE'S LIVES$2,000
ST PATRICKS CHURCH
110 E THIRD STMAYSVILLEKY41056NONEPCROMAN CATHOLIC CHRUCH$1,000
MALACHI CENTER
2416 SUPEROIR VIADUCTCLEVELANDOH44113NONEPCPROVIDE SERVICES TO THOSE DEALING WITH SOCIOECONOMIC, STRUCTURAL, AND TRAUMA$5,000
CHAMPAIGNE AVIATION MUSEUM
1652 N MAIN STURBANAOH43078NONEPCAVIATION MUSEUM$1,500
PPB COMMUNITY ENDOWMENT FUND
416 NEW JERSEY AVEPOINT PLEASANT BEACHNJ08742NONEPCSEEKS COMMUNITY INVOLVEMENT IN AND SUPPORT FOR THE NEEDS OF POINT PLEASANT BEACH$1,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$102,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$33,717ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$17,771ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$51,492ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$51,492TotalIncomeProducingActyAmt

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 PersonRAYMOND AND RITA FOOSContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line121444 OAKHURST LANEAddressLine1Txt
CitySTRONGSVILLECityNm
State AbbreviationOHStateAbbreviationCd
ZIP441494898ZIPCd
FieldValueIRS element (for citing)
Total Contributions$50,239TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property109 SHARES OF COSTCO STOCKNoncashPropertyDesc
Fair Market Value$50,239FairMarketValueAmt
Received2022-12-27ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,225Amt
Net Investment Income$1,113NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,112DisbursementsCharitablePrpsAmt

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationA COPY OF THE 990-PF IS NOT REQUIRED BY OHIO, BUT ORGANIZATION HAS REGISTERED ANNUALLY AS REQUIRED BY OHIO.ExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockINVESTMENTSStockNm
EOY Book Value$1,399,175EOYBookValueAmt
EOYFMV$1,791,954EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (3 entries)

DescDescAmtAmt
2022 DIFFERENCE BETWEEN FMV AND BOOK VALUE OF DONATED STOCK$50,239
2021 DIFFERENCE BETWEEN FMV AND BOOK VALUE OF DONATED STOCK$45,867
OTHER ADJUSTMENT$905

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES$386$193$0$193
WEB DEVELOPMENT$383$192$0$191

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryMORGAN STANLEYCategoryTxt
Amt$21,444Amt
Net Investment Income$21,444NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OHIO REGISTRATION FEES$200$0$0$200
FEDERAL$1,200$0$0$0

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