HARRY C MOORES FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
HARRY C MOORES FOUNDATION (EIN 31-6035344)
Tax period
2020-10-01 to 2021-09-30
Filed
2022-02-14
IRS object ID
202200459349100520
Schema version
2020v4.2
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)
Return2022-02-14T15:24:18-06:00ReturnTs
Tax Period End2021-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN200562744PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HARRIS BURNETT AREND & SCHMIESING CPASBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17730 OLENTANGY RIVER ROADAddressLine1Txt
CityCOLUMBUSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43235ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN316035344EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HARRY C MOORES FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHARRBusinessNameControlTxt
Phone6142278884PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1100 SOUTH THIRD STREETAddressLine1Txt
CityCOLUMBUSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP432154236ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES BECHTELPersonNm
Person TitleOFFICERPersonTitleTxt
Phone6142278884PhoneNum
Signature2022-02-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJAMESPersonFirstNm
Person LastBECHTELPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANDREW ARENDPreparerPersonNm
PTINP00631697PTIN
Phone6144362727PhoneNum
Preparation2022-02-14PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$39,651,328FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$973,477DividendsRevAndExpnssAmt
Dividends Net Invst Incm$973,477DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$1,444,440CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$249OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$249OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$0OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$973,726TotalRevAndExpnssAmt
Total Net Invst Incm$2,418,166TotalNetInvstIncmAmt
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$3,235AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,235AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$179,224OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$179,224OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss$215OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$215OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$182,674TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$182,674TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,019,178ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,019,178ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,201,852TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$182,674TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$2,019,178TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,228,126ExcessRevenueOverExpensesAmt
Net Investment Income$2,235,492NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$119,858CashBOYAmt
Cash EOY$115,974CashEOYAmt
Cash EOYFMV$115,974CashEOYFMVAmt
Sav And Temp Cash Invst BOY$256,594SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$181,858SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$181,858SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$15,700,451CorporateStockBOYAmt
Corporate Stock EOY$15,644,751CorporateStockEOYAmt
Corporate Stock EOYFMV$31,070,811CorporateStockEOYFMVAmt
Corporate Bonds BOY$8,009,313CorporateBondsBOYAmt
Corporate Bonds EOY$8,323,965CorporateBondsEOYAmt
Corporate Bonds EOYFMV$8,282,685CorporateBondsEOYFMVAmt
Total Assets BOY$24,086,216TotalAssetsBOYAmt
Total Assets EOY$24,266,548TotalAssetsEOYAmt
Total Assets EOYFMV$39,651,328TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$24,086,216CapitalStockBOYAmt
Capital Stock EOY$24,266,548CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$24,086,216TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$24,266,548TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$24,086,216TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$24,266,548TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$24,086,216TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,228,126ExcessRevenueOverExpensesAmt
Other Increases$1,444,440OtherIncreasesAmt
Subtotal$24,302,530SubtotalAmt
Other Decreases$35,982OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$24,266,548TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (75 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
CHEVRON CORP2013-06-192020-10-30$33,712$61,366-$27,654-$27,654
CITIGROUP INC2019-03-222020-10-30$40,142$62,150-$22,008-$22,008
DELTA AIR LINES INC2017-04-112020-10-30$59,584$90,773-$31,189-$31,189
GILEAD SCIENCE2015-10-272020-10-30$11,307$22,353-$11,046-$11,046
GILEAD SCIENCE2016-12-212020-10-30$45,229$60,508-$15,279-$15,279
VIATRIS INC2005-06-212020-11-17$1$1$1
AT&T INC2018-11-122021-05-21$87,740$94,027-$6,287-$6,287
JPMORGAN CHASE1996-04-152021-05-21$319,659$45,886$273,773$273,773
VIATRIS INC2005-06-212021-05-21$4,993$4,055$938$938
AT&T INC2018-07-252021-06-22$198,488$215,663-$17,175-$17,175
CATERPILLAR INC2009-03-202021-06-22$209,603$28,056$181,547$181,547
JPMORGAN CHASE1996-04-152021-06-22$147,305$22,943$124,362$124,362
MICROSOFT CORP2011-03-292021-06-22$259,635$25,717$233,918$233,918
NESTLE SPON ADR REP REG2014-02-262021-06-22$61,726$37,756$23,970$23,970
OTIS WORLDWIDE CORP2012-08-232021-06-22$79,660$41,934$37,726$37,726
OTIS WORLDWIDE CORP2016-07-052021-06-22$19,915$13,405$6,510$6,510
VERIZON COMMUNICATIONS2001-07-252021-09-08$161,450$151,645$9,805$9,805
APPLIED MATERIALS INC2012-08-082020-11-16$14,734$2,379$12,355$12,355
DROPBOX INC CL A2020-08-182020-11-16$71,245$76,985-$5,740-$5,740
EASTMAN CHEMICAL CO2020-03-312020-11-16$29,307$14,358$14,949$14,949
FEDEX CORP2020-03-312020-11-16$13,867$6,077$7,790$7,790
INTL BUSINESS MACHINES CORP2020-08-182020-11-16$70,746$74,649-$3,903-$3,903
APPLIED MATERIALS INC2012-08-082021-01-27$29,975$3,569$26,406$26,406
APPLIED MATERIALS INC2012-08-082021-04-06$28,802$2,379$26,423$26,423
CATERPILLAR INC2019-08-272021-04-06$34,875$17,193$17,682$17,682
EASTMAN CHEMICAL CO2020-03-312021-04-06$11,116$4,786$6,330$6,330
HARTFORD FIN SERS GRP2013-03-252021-04-06$6,807$2,611$4,196$4,196
ACUITY BRANDS INC2020-06-022021-06-16$28,090$13,922$14,168$14,168
ACUITY BRANDS INC2020-06-022021-06-22$102,391$51,048$51,343$51,343
ALPHABET INC CL C2010-08-232021-06-22$25,240$2,320$22,920$22,920
APPLIED MATERIALS INC2012-08-082021-06-22$66,747$5,948$60,799$60,799
EASTMAN CHEMICAL CO2020-03-312021-06-22$5,954$2,393$3,561$3,561
HARTFORD FIN SERS GRP2013-03-252021-06-16$64,829$26,106$38,723$38,723
INFOSYS LIMITED ADR2015-11-182021-06-22$108,419$42,505$65,914$65,914
INFOSYS LIMITED ADR2017-04-112021-06-22$20,456$7,549$12,907$12,907
MAGNA INTERNATIONAL INC2016-06-302021-06-22$27,633$10,517$17,116$17,116
NUCOR CORP2020-03-312021-06-16$50,239$18,384$31,855$31,855
PAYPAL HLDGS INC2009-05-132021-06-22$7,059$245$6,814$6,814
PEPSICO INC2009-12-182021-06-22$7,361$2,953$4,408$4,408
SCHLUMBERGER LTD2020-03-312021-06-16$10,183$4,133$6,050$6,050
SCHLUMBERGER LTD2020-03-312021-06-22$105,802$44,090$61,712$61,712
UNITEDHEALTH GP INC2008-12-032021-06-22$19,926$982$18,944$18,944
VERIZON COMMUNICATIONS2020-11-162021-06-16$56,797$60,871-$4,074-$4,074
VERTEX PHARMACEUTICALS2020-11-162021-06-16$65,931$78,140-$12,209-$12,209
NUCOR CORP2020-03-312021-08-25$53,211$16,288$36,923$36,923
MODERNA INC2021-04-062021-08-10$163,961$45,346$118,615$118,615
NU SKIN ENTERPRISE INC2021-06-162021-08-25$57,315$64,341-$7,026-$7,026
GOVERNMENT FUND SEOXX2015-09-012020-11-18$29,563$29,563$0$0
SEI HIGH YIELD BOND FUND SGYAX2015-09-012020-11-18$1,476$1,591-$115-$115
EMERGING MRKTS DEBT FUND SEDAX2015-09-012020-11-18$232$239-$7-$7
SEI EMERGING MRKTS EQ A SMQFX2015-09-012020-11-18$3,505$3,067$438$438
SEI WORLD EQUITY EX-US FUND WEUSX2015-09-012020-11-18$9,084$7,142$1,942$1,942
SEI SMALL/MID CAP EQTY FUND SSMAX2015-09-012020-11-18$15,265$16,861-$1,596-$1,596
GOVERNMENT FUND SEOXX2015-09-012021-02-17$28,924$28,924$0$0
SEI HIGH YIELD BOND FUND SGYAX2015-09-012021-02-17$751$776-$25-$25
SEI DYNAMIC ASSET ALLOC FUND SDLAX2015-09-012021-02-17$1,786$1,193$593$593
US MANAGED VOL FUND SVYAX2015-09-012021-02-17$618$630-$12-$12
SEI EMERGING MRKTS EQ A SMQFX2015-09-012021-02-17$3,732$2,761$971$971
SEI WORLD EQUITY EX-US FUND WEUSX2015-09-012021-02-17$8,835$6,226$2,609$2,609
SEI SMALL/MID CAP EQTY FUND SSMAX2015-09-012021-02-17$13,203$12,466$737$737
GOVERNMENT FUND SEOXX2015-09-012021-05-05$30,119$30,119$0$0
SEI HIGH YIELD BOND FUND SGYAX2015-09-012021-05-05$458$470-$12-$12
SEI DYNAMIC ASSET ALLOC FUND SDLAX2015-09-012021-05-05$3,355$2,095$1,260$1,260
US MANAGED VOL FUND SVYAX2015-09-012021-05-05$7,821$7,363$458$458
SEI EMERGING MRKTS EQ A SMQFX2015-09-012021-05-05$1,803$1,375$428$428
SEI WORLD EQUITY EX-US FUND WEUSX2015-09-012021-05-05$5,679$4,005$1,674$1,674
SEI SMALL/MID CAP EQTY FUND SSMAX2015-09-012021-05-05$11,002$9,829$1,173$1,173
GOVERNMENT FUND SEOXX2015-09-012021-08-11$31,189$31,189$0$0
SEI HIGH YIELD BOND FUND SGYAX2015-09-012021-08-11$561$572-$11-$11
SEI DYNAMIC ASSET ALLOC FUND SDLAX2015-09-012021-08-11$4,941$2,886$2,055$2,055
US MANAGED VOL FUND SVYAX2015-09-012021-08-11$9,287$8,520$767$767
SEI EMERGING MRKTS EQ A SMQFX2015-09-012021-08-11$1,555$1,177$378$378
SEI WORLD EQUITY EX-US FUND WEUSX2015-09-012021-08-11$5,206$3,588$1,618$1,618
SEI SMALL/MID CAP EQTY FUND SSMAX2015-09-012021-08-11$9,639$8,545$1,094$1,094
M/S ACCT #136091 - RETURN OF CAPITAL2015-09-012021-09-30$10,160$10,160$10,160
FieldValueIRS element (for citing)
Capital Gain Net Income$1,444,440CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$108,402NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$31,073InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$31,073SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$31,073TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$32,000EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$32,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$29EsPenaltyAmt
Overpayment$898OverpaymentAmt
Applied To ES Tax$898AppliedToESTaxAmt
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 Gen0Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1DONNA HARTLEYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6142278884PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1100 SOUTH THIRD STREETAddressLine1Txt
CityCOLUMBUSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43215ZIPCd
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 (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DAVID FENNER
100 SOUTH THIRD STCOLUMBUSOH43215CHAIR8.00$0$0$0
ROBERT WISEMAN
100 SOUTH THIRD STCOLUMBUSOH43215SECRETARY2.00$0$0$0
JIM FLYNN
100 SOUTH THIRD STCOLUMBUSOH43215TREASURER2.00$0$0$0
JAMES BECHTEL
100 SOUTH THIRD STCOLUMBUSOH43215TRUSTEE1.00$0$0$0
KRISTEN SYDNEY
100 SOUTH THIRD STCOLUMBUSOH43215TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SEI PRIVATE TRUST COBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 FREEDOM VALLEY DRAddressLine1Txt
CityOAKSCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19456ZIPCd
FieldValueIRS element (for citing)
Service TypeINVESTMENT ADVISORY FEESServiceTypeTxt
Compensation$119,795CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1GRANTS TO CHARITABLE GROUPS IN CENTRAL OHIO AND THE SURROUNDING AREA.Description1Txt
Expenses1$2,019,178Expenses1Amt

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$37,716,636AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$908,579AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$38,625,215TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$38,625,215AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$579,378CashDeemedCharitableAmt
Net Vl Noncharitable Assets$38,045,837NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,902,292MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,902,292MinimumInvestmentReturnAmt
Tax Based On Investment Income$31,073TaxBasedOnInvestmentIncomeAmt
Total Tax$31,073TotalTaxAmt
Distributable Before Adj$1,871,219DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,871,219DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,871,219DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,019,178ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,019,178QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$2,019,178AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,871,219DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$241,259ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$205,479ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$232,008ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$394,394ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$418,920ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,492,060TotalExcessDistributionCyovAmt
Qualifying Distributions$2,019,178QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,871,219AppliedToCurrentYearAmt
Remaining Distri From Corpus$147,959RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,640,019TotalCorpusAmt
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$241,259ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,398,760ExcessDistriCyovToNextYrAmt
Excess From Year4$205,479ExcessFromYear4Amt
Excess From Year3$232,008ExcessFromYear3Amt
Excess From Year2$394,394ExcessFromYear2Amt
Excess From Year1$418,920ExcessFromYear1Amt
Excess From Current Year$147,959ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonMS DONNA HARTLEYRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1100 SOUTH THIRD STREETAddressLine1Txt
CityCOLUMBUSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43215ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6142278884RecipientPhoneNum
Form And Info And MaterialsDETAIL IS AVAILABLE THROUGH THE GRANT APPLICATION INSTRUCTIONS WHICH CAN BE OBTAINED UPON REQUEST.FormAndInfoAndMaterialsTxt
Submission DeadlinesJUNE 1 FOR GRANTS MADE IN AUGUST/SEPTEMBERSubmissionDeadlinesTxt
Restrictions On AwardsGRANTS ARE NOT MADE TO INDIVIDUALS OR PRIVATE FOUNDATIONS.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (150 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ADVOCACY & PROTECTIVE SERVICES
4110 N HIGH STCOLUMBUSOH43214N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$6,000
ALL THAT - TEENS HOPEFUL ABOUT TOMORROW
PO BOX 27113COLUMBUSOH43227N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$15,000
ALVIS INC
2100 STELLA CTCOLUMBUSOH43215N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$10,000
AMERICAN CANCER SOCIETY
10501 EUCLID AVECLEVELANDOH44106N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$10,000
AMERICAN RED CROSS
995 E BROAD STCOLUMBUSOH43205N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$11,000
ANDREWS HOUSE
39 W WINTER STDELAWAREOH43015N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$10,000
ARTHRITIS FOUNDATION
1355 PEACHTREE STATLANTAGA30309N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$10,000
AT HOME BY HIGH
184 E 3RD AVECOLUMBUSOH43201N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$10,000
BALLETMET
322 MT VERNON AVECOLUMBUSOH43215N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$10,000
BEHAVIORAL HEALTH PARTNERS OF CENTRAL OHIO
65 MESSIMER DRNEWARKOH43055N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$7,500
BEXLEY UNITED METHODIST CHURCH
2657 E BROAD STBEXLEYOH43209N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$15,000
BIG BROTHERS BIG SISTERS OF CENTRAL OHIO
1855 E DUBLIN GRANVILLE RDCOLUMBUSOH43229N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$20,000
BOUNDLESS HEALTH
445 E DUBLIN GRANVILLE RDWORTHINGTONOH43085N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$10,000
BOYS AND GIRLS CLUBS OF COLUMBUS
1108 CITY PARK AVECOLUMBUSOH43206N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$20,000
BREATHING ASSOCIATION
788 MT VERNON AVECOLUMBUSOH43203N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$10,000
BRIDGEWAY ACADEMY
2500 MEDARY AVECOLUMBUSOH43202N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$12,752
BUCKEYE RANCH
4653 E MAIN STCOLUMBUSOH43213N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$5,428
CANCER SUPPORT COMMUNITY CENTRAL OHIO
1200 OLD HENDERSON RDCOLUMBUSOH43220N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$20,000
CANINE COMPANIONS FOR INDEPENDENCE
7480 NEW ALBANY CONDIT RDNEW ALBANYOH43054N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$17,000
CATCO
55 E STATE STCOLUMBUSOH43215N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$10,000
CENTER FOR HEALTHY FAMILIES
500 S FRONT STCOLUMBUSOH43215N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$7,500
COLUMBUS COLLEGE OF ART & DESIGN
60 CLEVELAND AVECOLUMBUSOH43215N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$4,000
CATHOLIC SOCIAL SERVICES
197 E GAY STCOLUMBUSOH43215N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$15,000
CENTRAL COMMUNITY HOUSE
1150 E MAIN STCOLUMBUSOH43205N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$12,500
CENTRAL OHIO FELLOWSHIP OF CHRISTIAN ATHLETES
565 METRO PL SDUBLINOH43017N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$5,000
CENTRAL OHIO YOUTH FOR CHRIST
5000 ARLINGTON CENTRE BLVDCOLUMBUSOH43220N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$20,000
CHARITABLE PHARMACY OF CENTRAL OHIO
200 E LIVINGSTON AVECOLUMBUSOH43215N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$15,000
CHARITY NEWSIES
4300 INDIANOLA AVECOLUMBUSOH43214N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$17,000
CHILDHOOD LEAGUE CENTER
674 CLEVELAND AVECOLUMBUSOH43215N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$20,000
CHILDRENS HUNGER ALLIANCE
1105 SCHROCK AVECOLUMBUSOH43229N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$20,000
COLUMBUS MUSEUM OF ART
480 E BROAD STCOLUMBUSOH43215N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$15,000
CHRIST CHILD SOCIETY OF COLUMBUS
PO BOX 340091COLUMBUSOH43234N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$10,000
CITY YEAR COLUMBUS
350 E 1ST AVE STE 250COLUMBUSOH43201N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$10,000
CLINTONVILLE BEECHWOLD CRC
3222 N HIGH STCOLUMBUSOH43202N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$15,000
COLLEGE MENTORS FOR KIDS
212 W 10TH STINDIANAPOLISIN46202N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$10,000
COLUMBUS CHILDREN'S THEATRE
177 E NAUGHTEN STCOLUMBUSOH43215N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$8,000
ETHIOPIAN TEWAHEDO SOCIAL SERVICES
1060 MT VERNON AVECOLUMBUSOH43203N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$10,000
COLUMBUS EARLY LEARNING CENTERS
1611 OLD LEONARD AVECOLUMBUSOH43219N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$21,000
COLUMBUS LITERACY COUNCIL
92 JEFFERSON AVECOLUMBUSOH43215N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$15,000
COLUMBUS SPEECH & HEARING CENTER
510 E NORTH BROADWAY STCOLUMBUSOH43214N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$16,000
COLUMBUS SYMPHONY ORCHESTRA
55 E STATE STCOLUMBUSOH43215N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$3,000
COLUMBUS WORKS
775 W BROAD STCOLUMBUSOH43222N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$15,000
COMMUNITIES IN SCHOOLS OF OHIO
6500 BUSCH BLVDCOLUMBUSOH43229N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$10,000
COMMUNITY DEVELOPMENT FOR ALL PEOPLE
946 PARSONS AVECOLUMBUSOH43206N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$25,000
COMMUNITY FOR NEW DIRECTIONS
2323 W 5TH AVECOLUMBUSOH43204N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$5,000
COMMUNITY HOUSING NETWORK
1680 WATERMARK DRCOLUMBUSOH43215N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$10,000
COMMUNITY KITCHEN
640 S OHIO AVECOLUMBUSOH43205N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$20,000
COMMUNITY MEDIATION SERVICE OF CENTRAL OHIO
67 JEFFERSON AVECOLUMBUSOH43215N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$12,000
COMMUNITY OF HOLY ROSARY & ST JOHN THE EVANGELIST CHURCH
648 S OHIO AVECOLUMBUSOH43205N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$12,000
COMMUNITY REFUGEE & IMMIGRATION SERVICES
1925 E DUBLIN GRANVILLE RDCOLUMBUSOH43229N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$15,000
COMMUNITY SHELTER BOARD
355 E CAMPUS VIEW BLVDCOLUMBUSOH43235N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$20,000
COMPASS (BROAD STREET PRESBYTERIAN CHURCH)
760 E BROAD STCOLUMBUSOH43205N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$17,500
COSI COLUMBUS
333 W BROAD STCOLUMBUSOH43215N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$15,000
CRISTO REY COLUMBUS HIGH SCHOOL
400 E TOWN STCOLUMBUSOH43215N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$20,000
DEAF INITIATIVES INC
563 S DAWSON AVECOLUMBUSOH43209N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$12,000
DEAF SERVICES CENTER
5830 N HIGH STWORTHINGTONOH43085N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$10,000
DIRECTIONS FOR YOUTH AND FAMILIES
1515 INDIANOLA AVECOLUMBUSOH43201N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$10,000
DRESS FOR SUCCESS COLUMBUS
1204 N HIGH STCOLUMBUSOH43201N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$12,500
EASTER SEALS CENTRAL AND SOUTHEAST OHIO
3830 TRUEMAN CTHILLIARDOH43026N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$5,000
EPILEPSY ALLIANCE OHIO
895 CENTRAL AVECINCINNATIOH45202N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$10,000
EXPANDING VISIONS FOUNDATIONS
845 CLAYCRAFT RDGAHANNAOH43230N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$5,000
FESTA
2300 LYTHAM RDCOLUMBUSOH43220N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$10,000
FLYING HORSE FARMS
5260 ST RT 95MT GILEADOH43338N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$15,000
FRIENDS OF CASA
7652 SAWMILL RDDUBLINOH43016N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$14,000
GRANGE INSURANCE AUDUBON CENTER
505 W WHITTIER AVECOLUMBUSOH43215N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$6,000
FRANKLINTON FARMS
867 W TOWN STCOLUMBUSOH43222N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$10,000
FRANLINTON RISING
4653 TRUEMAN BLVDHILLIARDOH43026N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$20,000
FURNITURE BANK OF CENTRAL OHIO
118 S YALE AVECOLUMBUSOH43222N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$25,000
GIRL SCOUTS OF OHIO'S HEARTLAND
1700 WATERMARK DRCOLUMBUSOH43215N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$15,000
GLADDEN COMMUNITY HOUSE
183 HAWKES AVECOLUMBUSOH43223N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$15,000
GODMAN GUILD ASSOCIATION
303 E 6TH AVECOLUMBUSOH43201N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$15,000
GOOD NEIGHBORS OF CENTRAL OHIO
PO BOX 16311COLUMBUSOH43216N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$5,000
GOODWILL COLUMBUS
1331 EDGEHILL RDCOLUMBUSOH43212N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$23,000
HEART FOOD PANTRY
6475 E MAIN STREYNOLDSBURGOH43068N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$9,870
HABITAT FOR HUMANITY - MID OHIO
6665 BUSCH BLVDCOLUMBUSOH43229N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$20,000
LEADERSHIP COLUMBUS
37 W BROAD STCOLUMBUSOH43215N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$5,000
HARDY CENTER
4593 CHARLESFIELD DRCOLUMBUSOH43230N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$20,000
HATTIE LARLHAM CENTER FOR CHILDREN WITH DISABILITIES
769 BROOKSEDGE BLVDWESTERVILLEOH43055N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$6,000
LUTHERAN SOCIAL SERVICES - FAITH MISSION
500 W WILSON BRIDGE RD STE 245WORTHINGTONOH43085N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$20,000
HEINZERLING COMMUNITY
1800 HEINZERLING DRCOLUMBUSOH43223N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$20,000
HELPING HANDS HEALTH & WELLNESS
5100 KARL RDCOLUMBUSOH43229N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$10,000
LUTHERAN SOCIAL SERVICES - CHOICES
500 W WILSON BRIDGE RD STE 245WORTHINGTONOH43085N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$20,000
LSS 211 OF CENTRAL OHIO (LUTHERAN SOCIAL SERVICES)
500 W WILSON BRIDGE RD STE 245WORTHINGTONOH43085N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$12,500
HOMELESS FAMILIES FOUNDATION
33 N GRUBB STCOLUMBUSOH43215N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$20,000
NATIONAL CHURCH RESIDENCES - HARMONY TRACE
2335 N BANK DRCOLUMBUSOH43220N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$12,700
HOMES ON THE HILL COMMUNITY DEVELOPMENT CORP
3659 SOLDANO BLVDCENTERBURGOH43228N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$10,000
OHIO ENERGY PROJECT
200 E WILSON BRIDGE RDWORTHINGTONOH43085N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$7,000
HUCKLEBERRY HOUSE
1421 HAMLET STCOLUMBUSOH43201N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$20,000
PARTNERSHIPS FOR AUTHENTIC LEARNING & LEADERSHIP
1930 CONCORD RDCOLUMBUSOH43212N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$15,000
JOSEPHS COAT OF CENTRAL OHIO
240 OUTERBELT STCOLUMBUSOH43213N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$6,000
JUNIOR ACHIEVEMENT OF CENTRAL OHIO
68 E 2ND AVECOLUMBUSOH43201N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$17,500
JUNIOR LEAGUE - KELTON HOUSE
586 E TOWN STCOLUMBUSOH43215N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$5,000
PER SCHOLAS
112 JEFFERSON AVECOLUMBUSOH43215N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$6,000
LAW AND LEADERSHIP INSTITUTE
303 E BROAD STCOLUMBUSOH43215N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$10,000
RESURRECTING LIVES FOUNDATION
6724 PERIMETER LOOP RDDUBLINOH43017N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$8,000
LEGAL AID SOCIETY OF COLUMBUS
1108 CITY PARK AVECENTERBURGOH43215N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$10,000
LIFECARE ALLIANCECODA
1699 W MOUND STCOLUMBUSOH43223N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$15,000
LIFECARE ALLIANCECOLUMBUS CANCER CLINIC
1699 W MOUND STCOLUMBUSOH43223N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$25,000
LIFECARE ALLIANCEMEALS ON WHEELS
1699 W MOUND STCOLUMBUSOH43223N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$25,000
LIFECARE ALLIANCEPROJECT OPEN HAND
1699 W MOUND STCOLUMBUSOH43223N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$20,000
2ND & 7 FOUNDATION
7949 N HIGH STCOLUMBUSOH43235N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$4,000
LINCOLN THEATRE ASSOCIATION
55 E STATE STCOLUMBUSOH43215N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$6,000
LOCAL MATTERS
633 PARSONS AVECOLUMBUSOH43206N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$16,000
LOWER LIGHT MINISTRIES (RACHEL'S HOUSE)
1066 BELLOWS AVECOLUMBUSOH43223N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$15,000
LOWER LIGHT MINISTRIES (FAMILY HOUSING)
1066 BELLOWS AVECOLUMBUSOH43223N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$10,000
LUTHERAN SOCIAL SERVICES FOOD PANTRIES
500 W WILSON BRIDGE RD STE 245WORTHINGTONOH43085N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$20,000
MARBURN ACADEMY
9555 JOHNSTOWN RDNEW ALBANYOH43054N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$20,000
MARMON VALLEY MINISTRIES
7754 ST RT 292ZANESFIELDOH43360N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$828
MENTAL HEALTH AMERICA OF OHIO
2323 W 5TH AVECOLUMBUSOH43204N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$7,500
METHODIST THEOLOGICAL SCHOOL IN OHIO
3081 COLUMBUS PIKEDELAWAREOH43015N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$25,000
MID-OHIO FOOD COLLECTIVE
3960 BROOKHAM DRGROVE CITYOH43123N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$35,000
SERENITY STREET FOUNDATION
32 E WOODROW AVECOLUMBUSOH43207N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$16,000
MOMENTUM-EXCELLENCE INC
538 E TOWN STCOLUMBUSOH43215N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$5,000
MOUNT CARMEL HEALTH SYSTEM FOUNDATIONS
6150 E BROAD STCOLUMBUSOH43213N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$15,000
NATIONAL CHURCH RESIDENCES FOUNDATION
2335 N BANK DRCOLUMBUSOH43220N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$17,500
NEW DIRECTIONS CAREER CENTER
199 E RICH STCOLUMBUSOH43215N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$22,500
NEWSREEL CLUB INC
5 E LONG STCOLUMBUSOH43215N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$20,000
OHIO FEDERATION FOR HEALTH EQUITY AND SOCIAL JUSTICE
332 HAMILTON AVECOLUMBUSOH43203N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$7,500
OHIO GUIDESTONE
195 N GRANT AVECOLUMBUSOH43215N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$15,000
OHIO HEALTH FOUNDATION
3430 OHIOHEALTH PKWYCOLUMBUSOH43202N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$25,000
OHIO HISPANIC COALITION
1535 BETHEL RDCOLUMBUSOH43220N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$15,000
OHIO HISTORY CONNECTION
800 E 17TH AVECOLUMBUSOH43211N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$16,000
OHIO LIVING HOSPICE
2740 AIRPORT DRCOLUMBUSOH43219N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$12,000
SOCIAL VENTURES
471 HIGHGATE AVEWORTHINGTONOH43085N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$10,000
OHIO WESLEYAN UNIVERSITY
61 S SANDUSKY STDELAWAREOH43015N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$10,000
OHIOANA LIBRARY ASSOCIATION
274 E FIRST AVECOLUMBUSOH43201N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$11,000
SOUTH SIDE EARLY LEARNING
966 S HIGH STCOLUMBUSOH43215N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$12,500
PATCHES OF LIGHT
PO BOX 153COLUMBUSOH43026N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$15,000
PBJ CONNECTIONS
9734 JUG STPATASKALAOH43062N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$15,000
PREVENT BLINDNESS
1500 W 3RD AVECOLUMBUSOH43212N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$12,000
RECREATION UNLIMITED FOUNDATION
7700 PIPER RDASHLEYOH43003N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$9,600
REFUGE INC
PO BOX 163173COLUMBUSOH43216N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$13,000
RONALD MCDONALD HOUSE CHARITIES OF CENTRAL OHIO
711 E LIVINGSTON AVECOLUMBUSOH43205N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$30,000
RULING OUR EXPERIENCES
1335 DUBLIN RDCOLUMBUSOH43215N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$14,000
SALVATION ARMY IN CENTRAL OHIO
966 E MAIN STCOLUMBUSOH43205N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$30,000
SEE KIDS DREAM
PO BOX 341645COLUMBUSOH43234N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$10,000
SEEDS OF CARING
260 S STATE STWESTERVILLEOH43086N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$5,000
SHANE CENTER FOR THERAPEUTIC HORSEMANSHIP
7908 MYERS RDCENTERBURGOH43011N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$7,500
SHE HAS A NAME
605 N HIGH STCOLUMBUSOH43215N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$10,000
SIMON KENTON COUNCIL BOY SCOUTS
807 KINNEAR RDCOLUMBUSOH43212N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$15,000
THURBER HOUSE
77 JEFFERSON AVECOLUMBUSOH43215N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$10,000
UNION COLLEGE
310 COLLEGE STBARBOURVILLEKY40906N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$12,000
UNITED SCHOOLS NETWORK
1469 E MAIN STCOLUMBUSOH43205N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$10,000
URBAN CONCERN
1000 BONHAM AVECOLUMBUSOH43211N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$15,000
URBAN RESURRECTION COMMUNITY DEVELOPMENT
428 E MAIN STCOLUMBUSOH43215N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$10,000
WESTERVILLE AREA RESOURCE MINISTRY
150 HEATHERDOWN DRWESTERVILLEOH43081N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$15,000
WILLOW RIDGE THERAPEUTIC RIDING FACILITY
9302 BROCK RDPLAIN CITYOH43064N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$3,500
WOSU PUBLIC MEDIA OF WOSU
2400 OLENTANGY RIVER RDCOLUMBUSOH43210N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$10,000
YMCA OF CENTRAL OHIO
1907 LEONARD AVECOLUMBUSOH43219N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$20,000
YWCA COLUMBUS
65 S 4TH STCOLUMBUSOH43215N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,019,178TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$973,477ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$249ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$973,726ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$973,726TotalIncomeProducingActyAmt

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 FEESCategoryTxt
Amt$3,235Amt
Net Investment Income$3,235NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationFORM 990PF IS NOT REQUIRED TO BE FILED WITH OHIO ATTORNEY GENERAL'S OFFICEExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondSEI #338BondNm
EOY Book Value$8,323,965EOYBookValueAmt
EOYFMV$8,282,685EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MORGAN STANLEY #136091$5,694,121$16,484,234
MORGAN STANLEY #136092$2,506,916$4,582,015
SEI #338$7,443,714$10,004,562

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescPRIOR PERIOD ADJUSTMENTSDesc
Amt$35,982Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK FEES$15$15$0$0
STATE FILING FEES$200$200$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescSETTLEMENT GRANTSDesc
Revenue And Expenses Per Books$249RevenueAndExpensesPerBooksAmt
Net Investment Income$249NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescCAPITAL GAIN INCOMEDesc
Amt$1,444,440Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MORGAN STANLEY INVESTMENT MANAGEMENT FEES$36,692$36,692$0$0
SEI INVESTMENT MANAGEMENT FEES$119,795$119,795$0$0
ADMINISTRATION FEES$22,737$22,737$0$0

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