JOHN HENRY ELDRED JR FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- JOHN HENRY ELDRED JR FOUNDATION (EIN 45-3987947)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-12
- IRS object ID
- 202113169349102611
- Schema version
- 2020v4.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-12T11:11:25-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 310800053 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK SCHAEFER HACKETT & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1656 HENTHORNE DR SUITE 400 | AddressLine1Txt |
| City | MAUMEE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43537 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 453987947 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DOROTHY LOUISE KYLER FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DORO | BusinessNameControlTxt |
| Phone | 4198689370 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 820 | AddressLine1Txt |
| City | HOLLAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43528 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LEE WUNSCHEL | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4198689370 | PhoneNum |
| Signature | 2021-10-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LEE | PersonFirstNm |
| Person Last | WUNSCHEL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PATRICIA WERST | PreparerPersonNm |
| PTIN | P00093014 | PTIN |
| Phone | 4198412848 | PhoneNum |
| Preparation | 2021-10-27 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $4,006,202 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,105,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,427 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,427 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1,427 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $105,977 | DividendsRevAndExpnssAmt |
| Dividends Adj Net Incm | $105,977 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $19,840 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $119,760 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $19,840 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,232,244 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $21,267 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $107,404 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,619 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $905 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,714 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $503 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $503 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,122 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $905 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,217 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $146,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $146,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $150,122 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $905 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $149,217 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,082,122 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $20,362 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $107,404 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $46,802 | CashBOYAmt |
| Cash EOY | $1,072,522 | CashEOYAmt |
| Cash EOYFMV | $1,072,522 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $99,795 | SavAndTempCashInvstBOYAmt |
| Corporate Stock BOY | $2,574,641 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,714,838 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,933,680 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,721,238 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,787,360 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,006,202 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $22,500 | GrantsPayableBOYAmt |
| Grants Payable EOY | $6,500 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $22,500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,500 | 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 | $2,698,738 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,780,860 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,698,738 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,780,860 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,721,238 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,787,360 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,698,738 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,082,122 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,780,860 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,780,860 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MS ACCOUNT# 343068 | P | 2017-03-14 | 2020-10-26 | $100,000 | $99,920 | $80 | $80 |
| CAPITAL GAINS DIVIDENDS | P | $19,760 | $19,760 | $19,760 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $19,840 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $283 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $283 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $283 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,000 | 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 | $1,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $717 | OverpaymentAmt |
| Applied To ES Tax | $717 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | MARY JACOBS | IndividualWithBooksNm |
| Phone | 4198689370 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 820 | AddressLine1Txt |
| City | HOLLAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43528 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN ELDRED JR | ||||||||
| PO BOX 820 | HOLLAND | OH | 43528 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JOHN ELDRED III | ||||||||
| PO BOX 820 | HOLLAND | OH | 43528 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JAMES ELDRED | ||||||||
| PO BOX 820 | HOLLAND | OH | 43528 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| MARGARET ELDRED | ||||||||
| PO BOX 820 | HOLLAND | OH | 43528 | DIRECTOR | 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) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,662,531 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $145,192 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,807,723 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,807,723 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $42,116 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,765,607 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $138,280 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $138,280 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $283 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $283 | TotalTaxAmt |
| Distributable Before Adj | $137,997 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $137,997 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $137,997 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $149,217 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $149,217 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $149,217 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $137,997 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $6,498 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $35,420 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $5,538 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,340 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $51,796 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $149,217 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $137,997 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $11,220 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $63,016 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $6,498 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $56,518 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $35,420 | ExcessFromYear3Amt |
| Excess From Year2 | $5,538 | ExcessFromYear2Amt |
| Excess From Year1 | $4,340 | ExcessFromYear1Amt |
| Excess From Current Year | $11,220 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN ELDRED JR | ContributingManagerNm |
| Contributing Manager | JOHN ELDRED III | ContributingManagerNm |
| Contributing Manager | JAMES ELDRED | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| MAUMEE VALLEY COUNTRY DAY SCHOOL | |||||||
| 1715 S REYNOLDS RD | TOLEDO | OH | 43614 | NONE | PUBLIC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $1,000 |
| PEGGY ADAMS ANIMAL RESCUE LEAGUE | |||||||
| 3100 N MILITARY TRL | WEST PALM BEACH | FL | 33409 | NONE | PUBLIC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $5,000 |
| PALM BEACH SCHOOL OF AUTISM | |||||||
| 8480 LANTAN RD | LAKE WORTH | FL | 33467 | NONE | PUBLIC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $10,000 |
| MIAMI CANCER RESEARCH (UNIV MIAMI) | |||||||
| 1475 NW 12TH AVE | MIAMI | FL | 33136 | NONE | PUBLIC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $2,000 |
| WHITEHOUSE LIBRARY | |||||||
| 10651 WATERVILLE | WHITEHOUSE | OH | 43571 | NONE | PUBLIC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $5,000 |
| FAMILIES FIRST PBC | |||||||
| 3333 FOREST HILL BLVD | WEST PALM BEACH | FL | 43623 | NONE | PUBLIC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $3,000 |
| 211 PALM BEACHTREASURE COAST | |||||||
| PO BOX 3588 | LANTANA | FL | 33465 | NONE | PUBLIC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $2,500 |
| SUSAN G KOMEN FOUNDATION | |||||||
| 13770 NOEL ROAD SUITE 801889 | DALLAS | TX | 75380 | NONE | PUBLIC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $2,500 |
| ADELANTE | |||||||
| 520 BROADWAY ST | TOLEDO | OH | 43604 | NONE | PUBLIC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $2,500 |
| ADVOCATING OPPORTUNITY | |||||||
| 1119 ADAMS ST SECOND FLOOR | TOLEDO | OH | 43604 | NONE | PUBLIC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $1,500 |
| BLESSINGS IN DISGUISE | |||||||
| 2150 RIVER RD | MAUMEE | OH | 43537 | NONE | PUBLIC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $1,000 |
| BEACH HOUSE | |||||||
| 2283 ASHLAND AVE | TOLEDO | OH | 43620 | NONE | PUBLIC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $2,000 |
| BITTERSWEET FARMS | |||||||
| 12660 ARCHBOLD WHITEHOUSE | WHITEHOUSE | OH | 43571 | NONE | PUBLIC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $1,500 |
| TOLEDO GROWS | |||||||
| 900 ONEIDA ST | TOLEDO | OH | 43608 | NONE | PUBLIC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $1,500 |
| FINDLAY MISSION | |||||||
| 510 WEST MAIN CROSS | FINDLAY | OH | 45840 | NONE | PUBLIC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $1,500 |
| FOOD FOR THOUGHT | |||||||
| 316 ADAMS FLOOR 2 | TOLEDO | OH | 43604 | NONE | PUBLIC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $3,000 |
| GRACE COMMUNITY CENTER | |||||||
| 406 W DELAWARE | TOLEDO | OH | 43610 | NONE | PUBLIC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $2,500 |
| INTERNATIONAL BOXING CLUB | |||||||
| 5965 TELEGRAPH | TOLEDO | OH | 43612 | NONE | PUBLIC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $1,000 |
| MARTIN LUTHER KING CENTER | |||||||
| 650 VANCE ST | TOLEDO | OH | 43604 | NONE | PUBLIC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $2,000 |
| MOM'S HOUSE | |||||||
| 505 FRANKLIN AVE | TOLEDO | OH | 43610 | NONE | PUBLIC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $2,000 |
| BETHANY HOUSE | |||||||
| PO BOX 5930 | TOLEDO | OH | 43613 | NONE | PUBLIC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $1,500 |
| ZEPF CENTER | |||||||
| 6605 WEST CENTRAL AVE | TOLEDO | OH | 43617 | NONE | PUBLIC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $1,500 |
| FEEDING AMERICA | |||||||
| 161 NORTH CLARK STREET | CHICAGO | IL | 60601 | NONE | PUBLIC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $15,000 |
| THE FARM LINK PROJECT | |||||||
| 325 ARNO WAY | PACIFIC PALISADES | CA | 90272 | NONE | PUBLIC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $5,000 |
| SOUTHEASTERN GUIDE DOGS | |||||||
| 4210 77TH ST E | PALMETTO | FL | 34221 | NONE | PUBLIC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $5,000 |
| NATURES NURSERY | |||||||
| 7790 CO RD 152 | WHITEHOUSE | OH | 43571 | NONE | PUBLIC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $6,000 |
| WOODBERRY | |||||||
| 5963 WALNUT CIRCLE D4 | TOLEDO | OH | 43615 | NONE | PUBLIC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $3,000 |
| COVENANT HOUSE | |||||||
| 702 N ERIE ST TOLEDO | TOLEDO | OH | 43604 | NONE | PUBLIC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $6,000 |
| CHERRY STREET MISSION | |||||||
| 1501 MONROE ST | TOLEDO | OH | 43604 | NONE | PUBLIC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $15,000 |
| BOOKS 4 BUDDIES | |||||||
| PO BOX 268 | HOLLAND | OH | 43528 | NONE | PUBLIC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $5,000 |
| FOOD FOR THOUGHT | |||||||
| 316 ADAMS FLOOR 2 | TOLEDO | OH | 43604 | NONE | PUBLIC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $5,000 |
| SALVATION ARMY | |||||||
| 615 SLATERS LANE | ALEXANDRIA | VA | 22314 | NONE | PUBLIC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $10,000 |
| FOOD FINDERS INC | |||||||
| 10539 HUMBOLT ST | LOS ALAMITOS | CA | 90720 | NONE | PUBLIC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $5,000 |
| CONNECTING KIDS TO MEALS | |||||||
| 1501 MONROE ST | TOLEDO | OH | 43604 | NONE | PUBLIC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $5,000 |
| TOLEDO NORTHWEST OHIO FOOD BANK | |||||||
| 24 E WOODRUFF AVE | TOLEDO | OH | 43604 | NONE | PUBLIC | TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $146,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,427 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $105,977 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $19,840 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $127,244 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $127,244 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| JAMES ELDRED IRREV TR | ||||||
| 1 | P O BOX 820 | HOLLAND | OH | 43528 | $10,000 | Yes (X) |
| JOHN ELDRED III IRREV TR | ||||||
| 2 | P O BOX 820 | HOLLAND | OH | 43528 | $10,000 | Yes (X) |
| JOHN ELDRED JR LIVING TR | ||||||
| 3 | P O BOX 820 | HOLLAND | OH | 43528 | $985,000 | Yes (X) |
| QCD- JOHN H ELDRED IRA | ||||||
| 4 | 7107 PROVIDENCE NEAPOLIS | SWANTON | OH | 43558 | $100,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,619 | Amt |
| Net Investment Income | $905 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,714 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MORGAN STANLEY | $2,584,564 | $2,756,846 |
| STEADFAST REIT | $130,274 | $176,834 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS EXPENSE | Desc |
| Revenue And Expenses Per Books | $503 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $503 | DisbursementsCharitablePrpsAmt |
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