D7 FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- D7 FOUNDATION (EIN 26-1643523)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-03-23
- IRS object ID
- 202240829349100609
- Schema version
- 2021v4.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-03-23T11:02:36-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341513062 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ MHM LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4040 EMBASSY PARKWAY SUITE 100 | AddressLine1Txt |
| City | AKRON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44333 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 261643523 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | D7 FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | D7FO | BusinessNameControlTxt |
| Phone | 6148902321 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10679 RIDGEVIEW DRIVE | AddressLine1Txt |
| City | WESTERVILLE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43082 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN C DENZ | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6148902321 | PhoneNum |
| Signature | 2022-02-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | STEPHEN | PersonFirstNm |
| Person Last | DENZ | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID JANOSEK | PreparerPersonNm |
| PTIN | P00959475 | PTIN |
| Phone | 3306686500 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,504,224 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $28,187 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $28,187 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $82,067 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $417,638 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $82,067 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $110,254 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $110,254 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,100 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $623 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,252 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,252 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,975 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,352 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $57,606 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $57,606 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $65,581 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,352 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $57,606 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $44,673 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $102,902 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $127,936 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $29,735 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $29,735 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $867,612 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,028,986 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,474,489 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $995,548 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,058,721 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,504,224 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $18,500 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $18,500 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $995,548 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,040,221 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $995,548 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,040,221 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $995,548 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,058,721 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $995,548 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $44,673 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,040,221 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,040,221 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| 42.18 SHS AMERICAN FUNDS NEW PERSPECTIVE | P | 2021-08-03 | $2,888 | $2,516 | $372 | $372 | |
| 17.803 SHS EATON VANCE SHORT DURATION | P | 2021-01-21 | $145 | $144 | $1 | $1 | |
| 1,099.855 SHS GUGGENHEIM LIMITED DURATION | P | 2021-01-21 | $28,145 | $28,119 | $26 | $26 | |
| 1,245.847 SHS VANGUARD HIGH-YIELD CORPORATE | P | 2021-09-03 | $7,500 | $7,438 | $62 | $62 | 2021-01-26 |
| 1,434.842 SHS VANGUARD INFLATION-PROTECTED SECS | P | $41,022 | $41,164 | -$142 | -$142 | ||
| 421 SHS VANGUARD SHORT TERM COR BD ETF | P | 2021-01-26 | $34,998 | $34,946 | $52 | $52 | 2020-09-16 |
| .5811 SHS VANGUARD TOTAL STOCK MARKET ETF | P | 2021-02-19 | $120 | $93 | $27 | $27 | |
| 943.712 SHS AMERICAN FUND NEW PERPECTIVE | P | $63,019 | $37,797 | $25,222 | $25,222 | ||
| 25 SHS BERSHIRE HATHAWAY CLASS B | P | 2021-02-19 | $6,082 | $4,984 | $1,098 | $1,098 | 2019-01-23 |
| 2,487.987 SHS EATON VANCE SHORT DURATION GOV | P | 2021-01-21 | $20,202 | $20,128 | $74 | $74 | |
| 957.857 SHS GUGGENHEIM LIMITED DURATION INSTL | P | 2021-01-21 | $24,512 | $23,555 | $957 | $957 | |
| 257.377 SHS GUGGENHEIM TOTAL RETURN BOND INSTL | P | 2021-10-15 | $7,398 | $7,101 | $297 | $297 | |
| 191 SHS ISHARES CORE S&P 500 ETF | P | 2021-02-19 | $75,201 | $47,761 | $27,440 | $27,440 | 2016-10-10 |
| 31,000 THE BANK OF NEW YORK | P | 2021-08-23 | $31,000 | $31,006 | -$6 | -$6 | 2018-10-29 |
| 373.972 VANGUARD INFLATION-PROECTED SECS | P | $10,690 | $10,000 | $690 | $690 | 2020-04-20 | |
| 33.3307 SHS VANGUARD TOTAL STOCK MARKET | P | 2021-02-19 | $6,900 | $4,916 | $1,984 | $1,984 | |
| 132.872 SHS VANGUARD 500 INDEX ADMIRAL | P | 2021-02-19 | $48,000 | $33,903 | $14,097 | $14,097 | |
| CAPITAL GAINS DIVIDENDS | P | $9,816 | $9,816 | $9,816 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $82,067 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,430 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,430 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,430 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $8 | EsPenaltyAmt |
| Tax Due | $1,438 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | STEPHEN C DENZ | IndividualWithBooksNm |
| Phone | 6148902321 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10679 RIDGEVIEW DRIVE | AddressLine1Txt |
| City | WESTERVILLE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43082 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| PATIENCE G DENZ | ||||||||
| 10679 RIDGEVIEW DRIVE | WESTERVILLE | OH | 43082 | PRESIDENT AND DIRECTOR | 0.00 | $0 | $0 | $0 |
| STEPHEN C DENZ | ||||||||
| 10679 RIDGEVIEW DRIVE | WESTERVILLE | OH | 43082 | VICE PRES/SEC/TREAS/DIRECT | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,369,222 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $21,027 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,390,249 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,390,249 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $20,854 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,369,395 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $68,470 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $68,470 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,430 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,430 | TotalTaxAmt |
| Distributable Before Adj | $67,040 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $67,040 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $67,040 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $57,606 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $57,606 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $67,040 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $57,471 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $57,606 | QualifyingDistributionsAmt |
| Applied To Year1 | $57,471 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $135 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $66,905 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PATIENCE G DENZ | ContributingManagerNm |
| Contributing Manager | STEPHEN C DENZ | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| STONEWALL COLUMBUS | ||||||
| 1160 NORTH HIGH STREET | COLUMBUS | OH | 432012411 | 501(C)(3) | GENERAL PURPOSES | $3,500 |
| CATHOLIC SOCIAL SERVICES | ||||||
| 197 EAST GAY STREET 2ND FLOOR | COLUMBUS | OH | 43215 | 501(C)(3) | GENERAL PURPOSES | $3,000 |
| GREATER CLEVELAND FOOD BANK | ||||||
| 15500 S WATERLOO RD | CLEVELAND | OH | 441103819 | 501(C)(3) | GENERAL PURPOSES | $4,500 |
| AAPI COMMUNITY FUND CO GOFUNDMEORG | ||||||
| 171 MAIN STREET BOX 505 | LOS ALTOS | CA | 94022 | 501(C)(3) | GENERAL PURPOSES | $1,000 |
| LGBT COMMUNITY CENTER GREATER CLEVELAND | ||||||
| 6705 DETROIT AVE | CLEVELAND | OH | 44102 | 501(C)(3) | GENERAL PURPOSES | $500 |
| MENTAL HEALTH AMERICA | ||||||
| 500 MONTGOMERY STREET SUITE 820 | ALEXANDRIA | VA | 22314 | 501(C)(3) | GENERAL PURPOSES | $2,000 |
| LUTHERN SOCIAL SERVICES | ||||||
| 500 WEST WILSON BRIDGE RD | WORTHINGTON | OH | 43085 | 501(C)(3) | GENERAL PURPOSES | $1,500 |
| MID-OHIO FOOD COLLECTIVE | ||||||
| 3960 BROOKHAM DRIVE | GROVE CITY | OH | 43123 | 501(C)(3) | GENERAL PURPOSES | $4,000 |
| PROVIDENCE HOUSE CLEVELAND | ||||||
| 2050 WEST 32ND STREET | CLEVELAND | OH | 441134018 | 501(C)(3) | GENERAL PURPOSES | $3,000 |
| SEEDS OF CARING | ||||||
| 355 EAST CAMPUS VIEW BLVD SUITE 157 | COLUMBUS | OH | 43235 | 501(C)(3) | GENERAL PURPOSES | $1,000 |
| ST PAUL PARISH | ||||||
| 313 N STATE STREET | WESTERVILLE | OH | 430828825 | 501(C)(3) | GENERAL PURPOSES | $3,000 |
| THE BRIAN MUHA FOUNDATION | ||||||
| 874 HELENHURST CT | WESTERVILLE | OH | 43081 | 501(C)(3) | GENERAL PURPOSES | $5,667 |
| ASIA (SUPPORT TO ASIAN COMMUNITY) | ||||||
| 3631 PERKINS AVENUE SUITE 2A-W | CLEVELAND | OH | 44114 | 501(C)(3) | GENERAL PURPOSES | $1,000 |
| ST JOSEPH DIOCESE OF OWENSBORO | ||||||
| 600 LOCUST STREET | OWENSBORO | KY | 42301 | 501(C)(3) | GENERAL PURPOSES | $5,500 |
| WARM (FORMERLY PAUL'S PANTRY) | ||||||
| 150 HEATHERDOWN DR | WESTERVILLE | OH | 430812870 | 501(C)(3) | GENERAL PURPOSES | $9,667 |
| YOUTH SERVICE BUREAU | ||||||
| 2222 LINCOLN WAY WEST | SOUTH BEND | IN | 466282514 | 501(C)(3) | GENERAL PURPOSES | $606 |
| SECOND HARVEST FOOD BANK | ||||||
| 215 EAST PINHOOK | LAFAYETTE | LA | 70501 | 501(C)(3) | GENERAL PURPOSES | $2,000 |
| ALICIA'S CLOSET | ||||||
| 6885 TANYA TERRACE | REYNOLDSBURG | OH | 43068 | 501(C)(3) | GENERAL PURPOSES | $1,500 |
| MOMMIESMATTER | ||||||
| PO BOX 402 | GALENA | OH | 43021 | 501(C)(3) | GENERAL PURPOSES | $4,666 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $57,606 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28,187 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $82,067 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $110,254 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $110,254 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,100 | Amt |
| Net Investment Income | $1,100 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
| Amt | $0 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB #8401-2546 | StockNm |
| EOY Book Value | $1,028,986 | EOYBookValueAmt |
| EOYFMV | $1,474,489 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROFESSIONAL MANAGEMENT FEES | Desc |
| Revenue And Expenses Per Books | $6,252 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $6,252 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OHIO TAXES | $250 | $0 | $0 |
| FEDERAL TAXES | $373 | $0 | $0 |