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KOLODESH FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
KOLODESH FAMILY FOUNDATION (EIN 26-2154126)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-08-17
IRS object ID
202202299349100520
Schema version
2021v4.0
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)
Return2022-08-17T14:32:25-04:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN311119890PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BARNES DENNIGBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line140 N MAIN ST STE 2000AddressLine1Txt
CityDAYTONCityNm
State AbbreviationOHStateAbbreviationCd
ZIP454231002ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN262154126EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KOLODESH FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlKOLOBusinessNameControlTxt
Phone9372221313PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12305 FAR HILLS AVE SUITE 210AddressLine1Txt
CityDAYTONCityNm
State AbbreviationOHStateAbbreviationCd
ZIP45419ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSHAYNA KOLODESHPersonNm
Person TitleSECRETARY/TREASURERPersonTitleTxt
Phone9372221313PhoneNum
Signature2022-05-01SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSHAYNAPersonFirstNm
Person LastKOLODESHPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDONALD J SCHRODIPreparerPersonNm
PTINP00182776PTIN
Phone9372237272PhoneNum
Preparation2022-05-10PreparationDt
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,697,860FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$210,207ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$45,552DividendsRevAndExpnssAmt
Dividends Net Invst Incm$45,552DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$252,206NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$836,691GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$252,206CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$507,965TotalRevAndExpnssAmt
Total Net Invst Incm$297,758TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$2,500AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$19,782OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$19,782OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$2,200TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$24,482TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$19,782TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$60,400ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$60,400ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$84,882TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$19,782TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$60,400TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$423,083ExcessRevenueOverExpensesAmt
Net Investment Income$277,976NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$206CashBOYAmt
Cash EOY$330CashEOYAmt
Cash EOYFMV$330CashEOYFMVAmt
Sav And Temp Cash Invst BOY$196,260SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$313,433SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$313,433SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,127,356CorporateStockBOYAmt
Corporate Stock EOY$1,259,704CorporateStockEOYAmt
Corporate Stock EOYFMV$2,358,915CorporateStockEOYFMVAmt
Corporate Bonds BOY$836,819CorporateBondsBOYAmt
Corporate Bonds EOY$1,009,966CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,025,182CorporateBondsEOYFMVAmt
Total Assets BOY$2,160,641TotalAssetsBOYAmt
Total Assets EOY$2,583,433TotalAssetsEOYAmt
Total Assets EOYFMV$3,697,860TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$2,160,641RetainedEarningBOYAmt
Retained Earning EOY$2,583,433RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,160,641TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,583,433TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,160,641TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,583,433TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,160,641TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$423,083ExcessRevenueOverExpensesAmt
Subtotal$2,583,724SubtotalAmt
Other Decreases$291OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,583,433TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICALLY TRADED SECURITIESP$172,602$170,001$2,601$2,601
PUBLICALLY TRADED SECURITIESP$663,765$414,484$249,281$249,281
FieldValueIRS element (for citing)
Capital Gain Net Income$252,206CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$2,601NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,864InvestmentIncomeExciseTaxAmt
Subtotal$3,864SubtotalAmt
Tax Based On Investment Income$3,864TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,307EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$10,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$13,307TotalPaymentsAndCreditsAmt
Overpayment$9,443OverpaymentAmt
Applied To ES Tax$9,443AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateOHOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksSHAYNA KOLODESHIndividualWithBooksNm
Phone9372221313PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12305 FAR HILLS AVE SUITE 210AddressLine1Txt
CityDAYTONCityNm
State AbbreviationOHStateAbbreviationCd
ZIP45419ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ALEXANDER KOLODESH
2305 FAR HILLS AVENUE SUITE 210DAYTONOH45419PRESIDENT1.00$0$0$0
SHAYNA KOLODESH
2305 FAR HILLS AVE SUITE 210DAYTONOH45419SECRETARY/TR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,090,066AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$286,058AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,376,124TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$3,376,124AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$50,642CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,325,482NetVlNoncharitableAssetsAmt
Minimum Investment Return$166,274MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$166,274MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,864TaxBasedOnInvestmentIncomeAmt
Total Tax$3,864TotalTaxAmt
Distributable Before Adj$162,410DistributableBeforeAdjAmt
Distributable Before Ded$162,410DistributableBeforeDedAmt
Distributable As Adjusted$162,410DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$60,400ExpensesAndContributionsAmt
Qualifying Distributions$60,400QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$162,410DistributableAsAdjustedAmt
Excess Distribution Cyov Yr1$258,943ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$258,943TotalExcessDistributionCyovAmt
Qualifying Distributions$60,400QualifyingDistributionsAmt
Applied To Current Year$60,400AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$102,010ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$102,010ExcessDistributionCyovAppCYAmt
Total Corpus$156,933TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$156,933ExcessDistriCyovToNextYrAmt
Excess From Year1$156,933ExcessFromYear1Amt

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 Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CHABAD OF GREATER DAYTON
2001 FAR HILLS AVEDAYTONOH45419NCPURIM PROJECT, WOMEN'S CIRCLE, GEN$18,600
JEWISH FEDERATION GREATER DAYTON
525 VERSAILLES DRDAYTONOH45459NCUNITED JEWISH CAMPAIGN$2,500
PINK RIBBON GIRLS
15 S SECOND STTIPP CITYOH45371NCSUPPORTING FAMILIES WITH CANCER$10,000
VANDALIA-BUTLER FOUNDATION
PO BOX 722VANDALIAOH45377NCTERM FUND$1,000
CLEVELAND CLINIC
9500 EUCLID AVECLEVELANDOH44195NCMEDICAL CARE AND RESEARCH$100
BEAVERCREEK ATHLETIC BOOSTERS
2660 DAYTON XENIA RDBEAVERCREEKOH45434NCHIGH SCHOOL ATHLETIC PROGRAMS$500
HARVEST GROVE MISSIONARY
3323 HIGHVIEW HILLS RDDAYTONOH45417NCRELIGIOUS ORGANIZATION$1,000
OAKWOOD SCHOOLS FOUNDATION
PO BOX 351OAKWOODOH45409NCEDUCATIONAL GRANTS AND SCHOLARSHIPS$500
BIKE 4 CHAI
5 AIRPORT RDLAKEWOODNJ08701NCCHILDRENS HEALTH SUPPORT NETWORK$100
JEWISH CEMETARIES OF GREATER DAYTON
525 VERSAILLES DRDAYTONOH45459NCMAINTAIN BURIAL GROUNDS$25,000
OHIO STATE UNIVERSITY BUCKEYETHON
1739 N HIGH STCOLUMBUSOH43210NCSUPPORTING CHILDREN WITH CANCER$100
VANDALIA BUTLER FOOD PANTRY
PO BOX 141VANDALIAOH45377NCPROVIDE FOOD ASSISTANCE$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$60,400TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$45,552ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$252,206ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$297,758ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$297,758TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

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 PersonSONIA W SINGER CHARITABLE LEADContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line12305 FAR HILLS AVE SUITE 210AddressLine1Txt
CityDAYTONCityNm
State AbbreviationOHStateAbbreviationCd
ZIP45419ZIPCd
FieldValueIRS element (for citing)
Total Contributions$210,207TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATIONCategoryTxt
Amt$2,500Amt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondMERRILL LYNCH 666-02403BondNm
EOY Book Value$1,009,966EOYBookValueAmt
EOYFMV$1,025,182EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMERRILL LYNCH 666-02403StockNm
EOY Book Value$1,259,704EOYBookValueAmt
EOYFMV$2,358,915EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
Desc1099 TIMING/UNREALIZED G/LDesc
Amt$291Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$19,782Amt
Net Investment Income$19,782NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
OHIO FILING FEE$200
FEDERAL EXCISE TAX$2,000

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