GORSKI FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
GORSKI FAMILY FOUNDATION (EIN 34-1783570)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-16
IRS object ID
202231369349103708
Schema version
2021v4.2
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)
Return2022-05-16T13:25:26-04:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN341750347PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Rayner Foos Kruse & Irwin IncBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16465 Wheatstone Ct Ste B1AddressLine1Txt
CityMaumeeCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43537ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN341783570EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Gorski Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGORSBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line16465 Wheatstone Court STE B1AddressLine1Txt
CityMaumeeCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43537ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJane A KervinPersonNm
Person TitlePresident & TruPersonTitleTxt
Phone4196669455PhoneNum
Signature2022-05-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJanePersonFirstNm
Person LastKervinPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJacob A MoellerPreparerPersonNm
PTINP00671158PTIN
Phone4198667888PhoneNum
Preparation2022-05-16PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
OOB Security Verification11OOBSecurityVerificationCd
Authentication Assurance LevelAAL2AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
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$21,973,113FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$5,910,126ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$226,820DividendsRevAndExpnssAmt
Dividends Net Invst Incm$226,820DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$4,578,775NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$17,195,151GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$4,578,775CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$10,715,721TotalRevAndExpnssAmt
Total Net Invst Incm$4,805,595TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,500AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$44,842TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,465TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$88,539OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$87,506OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$134,881TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$88,971TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$955,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$955,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,089,881TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$88,971TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$955,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$9,625,840ExcessRevenueOverExpensesAmt
Net Investment Income$4,716,624NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$183,757CashBOYAmt
Cash EOY$5,808,735CashEOYAmt
Cash EOYFMV$5,808,735CashEOYFMVAmt
Corporate Stock BOY$6,966,498CorporateStockBOYAmt
Corporate Stock EOY$13,681,496CorporateStockEOYAmt
Corporate Stock EOYFMV$14,983,414CorporateStockEOYFMVAmt
Corporate Bonds BOY$3,886,262CorporateBondsBOYAmt
Corporate Bonds EOY$1,172,126CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,180,964CorporateBondsEOYFMVAmt
Total Assets BOY$11,036,517TotalAssetsBOYAmt
Total Assets EOY$20,662,357TotalAssetsEOYAmt
Total Assets EOYFMV$21,973,113TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$11,036,517RetainedEarningBOYAmt
Retained Earning EOY$20,662,357RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$11,036,517TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$20,662,357TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$11,036,517TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$20,662,357TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$11,036,517TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$9,625,840ExcessRevenueOverExpensesAmt
Subtotal$20,662,357SubtotalAmt
Tot Net Ast Or Fund Balances EOY$20,662,357TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCdCost Or Other BasisCostOrOtherBasisAmt
Capital Gain Dividends - Charles Sc$3,959$3,959$3,959
Capital Gain Dividends Northern Tru$71,069$71,069$71,069
See attached Charles Schwab$17,120,123$4,503,747$4,503,747P$12,616,376
FieldValueIRS element (for citing)
Capital Gain Net Income$4,578,775CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$65,561InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$65,561SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$65,561TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$24,187EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$24,187TotalPaymentsAndCreditsAmt
Tax Due$41,374TaxDueAmt

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
Individual With BooksJane A KervinIndividualWithBooksNm
Phone4196669455PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line196000 Overseas Hwy N7AddressLine1Txt
CityKey LargoCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33037ZIPCd
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 (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Jane A Kervin
96000 Overseas Hwy N7Key LargoFL33037President & Trustee1.00$0$0$0
Carter Neff
6135 Trust Drive STE 115HollandOH43528Trustee1.00$0$0$0
Joel R Gorski
6465 Wheatstone CourtMaumeeOH43537Trustee1.00$0$0$0
Judi Gorski
449 Blumont StLaguna BeachCA92651Trustee1.00$0$0$0
Max Gorski
5516 Wadsworth DrSylvaniaOH43560Trustee1.00$0$0$0
Ivanny Franklin
195 Woodcliff CircleSignal MountainTN37377Trustee1.00$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

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$15,393,513AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,041,497AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$18,435,010TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$18,435,010AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$276,525CashDeemedCharitableAmt
Net Vl Noncharitable Assets$18,158,485NetVlNoncharitableAssetsAmt
Minimum Investment Return$907,924MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$907,924MinimumInvestmentReturnAmt
Tax Based On Investment Income$65,561TaxBasedOnInvestmentIncomeAmt
Total Tax$65,561TotalTaxAmt
Distributable Before Adj$842,363DistributableBeforeAdjAmt
Distributable Before Ded$842,363DistributableBeforeDedAmt
Distributable As Adjusted$842,363DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$955,000ExpensesAndContributionsAmt
Qualifying Distributions$955,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$842,363DistributableAsAdjustedAmt
Undistributed Income PY$174,596UndistributedIncomePYAmt
Qualifying Distributions$955,000QualifyingDistributionsAmt
Applied To Year1$174,596AppliedToYear1Amt
Applied To Current Year$780,404AppliedToCurrentYearAmt
Undistributed Income CY$61,959UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (49 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Toledo Community Foundation Inc
608 Madison Ave Suite 1540ToledoOH43604General Operations$146,500
Chi Memorial Foundation
2525 de Sales AveChattanoogaTN37404General Operations$2,000
Friends of Trees
3117 NE MLK JR BLVDPortlandOR97212General Operations$20,000
St Ann Catholic Church
310 North Olive AveWest Palm BeachFL33401General Operations$35,000
Conscious Alliance
2525 Arapahoe Ave Ste E4-182BoulderCO80302General Operations$12,500
Natures Nursery
PO Box 2395WhitehouseOH43571General Operations$2,500
Aurora Project
1035 North Superior StToledoOH43604General Operations$2,500
Bethany House
PO Box 5930ToledoOH43613General Operations$2,500
The Learning Club
5800 Monroe StSylvaniaOH43560General Operations$5,000
Operation Underground Railroad
PO Box 560902DenverCO80256General Operations$12,500
University of Chicago
5530 S Ellis AveChicagoIL60637General Operations$10,000
Clackamas Womens Services
256 Warner Milne RdOregon CityOR97045General Operations$100,000
West Palm Beach Zoo
1301 Summit BlvdWest Palm BeachFL33405General Operations$6,000
St Aloysius Catholic Church
PO Box 485Bowling GreenOH43402General Operations$35,000
Drug Abuse Response Team
1622 Spielbusch AveToledoOH43604General Operations$2,500
Chicago Hopes for Kids
641 W Lake St 200ChicagoIL60661General Operations$2,500
Beach House
915 N Erie StToledoOH43604General Operations$2,500
Family House Toledo
669 Indiana AveToledoOH43604General Operations$2,500
Ohio Waterski Association
6010 Belmont AveCincinnatiOH45224General Operations$3,000
The Baylor Fund
171 Baylor School RdChattanoogaTN37405General Operations$5,000
Garden Club of America
14 East 60th st 3rd FloorNew YorkNY10022General Operations$5,000
St Johns Jesuit High School
5901 Airport HwyToledoOH43615General Operations$5,000
Toledo Opera Association Inc
425 Jefferson AveToledoOH43604General Operations$62,000
Saint John XXIII
24250 Dixie HwyPerrysburgOH43551General Operations$5,000
Children Advocacy Center
2460 Cherry StToledoOH43608General Operations$5,500
Friends of Okeeheelee Nature Center
7715 Forest Hill BlvdWest Palm BeachFL33413General Operations$6,000
Toledo Museum of Art
2445 Monroe StToledoOH43620General Operations$6,500
BYC Maritime Sciences Seamanship
1851 East First Street Ste 900Santa AnaCA92705General Operations$10,000
Friends of Wood County Parks
18729 Mercer RdBowling GreenOH43402General Operations$10,000
John Carroll University
1 John Carroll BlvdClevelandOH44118General Operations$10,000
Laguna Art Museum
307 Cliff DrLaguna BeachCA92651General Operations$10,000
Newport Balboa Sailing Seamanship
1048 Irvine AveNewport BeachCA92660General Operations$10,000
Project Hope Alliance
1954 Placentia Ave Ste 202Costa MesaCA92627General Operations$10,000
ReRide Quarter Horses
12401 US Hwy 36MarysvilleOH43040General Operations$10,000
St Joseph Hospital
1100 W Stewart DrOrangeCA92868General Operations$60,000
St Rose School Endowment
215 E Front StPerrysburgOH43551General Operations$10,000
Urban Sight - Glass City River Wall
1306 Miami StToledoOH43605General Operations$10,000
USA Waterski Foundation
1251 Holy Cow RdPolk CityFL33868General Operations$10,000
Ohio State University
281 W Lane AveColumbusOH43210General Operations$12,500
RallyCap Sports
PO Box 81Sea GirtNJ08750General Operations$12,500
St Catherine of Siena School
990 Temple Terrace DrLaguna BeachCA92651General Operations$15,000
Valentine Theatre
425 N St Clair StToledoOH43604General Operations$40,000
UT Center for Family Business
2801 W Bancroft StToledoOH43606General Operations$20,000
Laguna Playhouse
606 Laguna Canyon RdLaguna BeachCA92651General Operations$25,000
Maumee Valley Country Day School
1715 S Reynolds RdToledoOH43615General Operations$25,000
Canby High School
721 SW 4th AveCanbyOR97013General Operations$30,000
Otsego Board of Education
18505 Tontogany Creek RdTontoganyOH43565General Operations$35,000
Community Foundation of the Florida
PO Box 1529Key WestFL33041General Operations$62,500
Community Refugee and Immigration S
1925 E Dublin Granville RdColumbusOH43229General Operations$12,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$955,000TotalGrantOrContriPdDurYrAmt
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$226,820ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$4,578,775ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$4,805,595ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$4,805,595TotalIncomeProducingActyAmt

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 (10 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
Judi Gorski
1449 Blumont StLaguna BeachCA92651$1,527,194Yes (X)
Joseph Gorski
27310 W Lake DrWest Palm BeachFL33406$219,872Yes (X)
Cole Gorski
3117 Rockledge CirPerrysburgOH43551$206,341Yes (X)
Jennifer Gorski
4980 N HollyCanbyOR97013$1,812,973Yes (X)
Lucas Schwartz
5109 Cross StChattanoogaTN37405$892,171Yes (X)
Ivanny Franklin
6195 Woodcliff CirSignal MountainTN37377$250,315Yes (X)
Alex Gorski
72820 Dexter StDenverCO80207$250,315Yes (X)
Max Gorski
8345 E Front StPerrysburgOH43551$250,315Yes (X)
Korik Ward
9980 N HollyCanbyOR97013$250,315Yes (X)
Charles Gorski
10117 Rockledge CirPerrysburgOH43551$250,315Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAccounting feesCategoryTxt
Amt$1,500Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCorporate BondsBondNm
EOY Book Value$1,172,126EOYBookValueAmt
EOYFMV$1,180,964EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCorporate StockStockNm
EOY Book Value$13,681,496EOYBookValueAmt
EOYFMV$14,983,414EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES$87,506$87,506$0$0
MISCELLANEOUS$1,033$0$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$1,265$1,265$0$0
ESTIMATED PAYMENTS FOR 2021$24,187$0$0$0
STATE OF OHIO FILING FEE$200$200$0$0
TAX PAYMENT FOR 2020$19,190$0$0$0

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