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KOLODESH FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
KOLODESH FAMILY FOUNDATION (EIN 26-2154126)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-04-06
IRS object ID
202120969349100802
Schema version
2020v4.0
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)
Return2021-04-06T10:09:55-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN311119890PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BARNES DENNIG CO LTDBusinessNameLine1Txt

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 Begin2020-01-01TaxPeriodBeginDt

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
Signature2021-04-05SignatureDt
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
Preparation2021-04-05PreparationDt
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,045,995FMVAssetsEOYAmt
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$47,296DividendsRevAndExpnssAmt
Dividends Net Invst Incm$47,296DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$92,807NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$486,274GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$92,807CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$350,310TotalRevAndExpnssAmt
Total Net Invst Incm$140,103TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$2,500AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$18,049OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$18,049OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$5,114TaxesRevAndExpnssAmt
Taxes Net Invst Incm$411TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$25,663TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$18,460TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$395,530ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$395,530ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$421,193TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$18,460TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$395,530TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$70,883ExcessRevenueOverExpensesAmt
Net Investment Income$121,643NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$218CashBOYAmt
Cash EOY$206CashEOYAmt
Cash EOYFMV$206CashEOYFMVAmt
Sav And Temp Cash Invst BOY$357,495SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$196,260SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$196,260SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,116,157CorporateStockBOYAmt
Corporate Stock EOY$1,127,356CorporateStockEOYAmt
Corporate Stock EOYFMV$1,977,679CorporateStockEOYFMVAmt
Corporate Bonds BOY$757,837CorporateBondsBOYAmt
Corporate Bonds EOY$836,819CorporateBondsEOYAmt
Corporate Bonds EOYFMV$871,850CorporateBondsEOYFMVAmt
Total Assets BOY$2,231,707TotalAssetsBOYAmt
Total Assets EOY$2,160,641TotalAssetsEOYAmt
Total Assets EOYFMV$3,045,995TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$2,231,707RetainedEarningBOYAmt
Retained Earning EOY$2,160,641RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,231,707TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,160,641TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,231,707TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,160,641TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,231,707TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$70,883ExcessRevenueOverExpensesAmt
Subtotal$2,160,824SubtotalAmt
Other Decreases$183OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,160,641TotNetAstOrFundBalancesEOYAmt

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 SECURITIES - STP$35,184$43,157-$7,973-$7,973
PUBICALLY TRADED SECURITIES - LTP$451,021$350,310$100,711$100,711
FieldValueIRS element (for citing)
Capital Gain Net Income$92,807CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,691InvestmentIncomeExciseTaxAmt
Subtotal$1,691SubtotalAmt
Tax Based On Investment Income$1,691TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,000EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$3,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$2EsPenaltyAmt
Overpayment$1,307OverpaymentAmt
Applied To ES Tax$1,307AppliedToESTaxAmt

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/TR5.00$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$2,493,209AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$293,285AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,786,494TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$2,786,494AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$41,797CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,744,697NetVlNoncharitableAssetsAmt
Minimum Investment Return$137,235MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$137,235MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,691TaxBasedOnInvestmentIncomeAmt
Total Tax$1,691TotalTaxAmt
Distributable Before Adj$135,544DistributableBeforeAdjAmt
Distributable Before Ded$135,544DistributableBeforeDedAmt
Distributable As Adjusted$135,544DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$395,530ExpensesAndContributionsAmt
Qualifying Distributions$395,530QualifyingDistributionsAmt
Adjusted Qualifying Distri$395,530AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$135,544DistributableAsAdjustedAmt
Undistributed Income PY$1,043UndistributedIncomePYAmt
Qualifying Distributions$395,530QualifyingDistributionsAmt
Applied To Year1$1,043AppliedToYear1Amt
Applied To Current Year$135,544AppliedToCurrentYearAmt
Remaining Distri From Corpus$258,943RemainingDistriFromCorpusAmt
Total Corpus$258,943TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$258,943ExcessDistriCyovToNextYrAmt
Excess From Current Year$258,943ExcessFromCurrentYearAmt

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 PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
CHABAD OF GREATER DAYTON
2001 FAR HILLS AVEDAYTONOH45419NCPURIM PROJECT, WOMEN'S CIRCLE, GEN$18,180
CHAI LIFELINE
151 W 30TH ST 7TH FLOORNEW YORKNY10001NCSUPPORT FAMILIES WITH SICK CHILDREN$100
DAYTON CLASSICS BASEBALL
165 S ALEX RDWEST CARROLTONOH45449NCBASEBALL CLUB AND EDUCATION$3,500
JEWISH FEDERATION GREATER DAYTON
525 VERSAILLES DRDAYTONOH45459NCUNITED JEWISH CAMPAIGN$2,150
LYMPHOMA RESEARCH FOUNDATION
88 PINE STNEW YORKNY10005NCCHICAGO LYMPHOMA WALK SPONSOR$500
MIAMI UNIVERSITY
501 E HIGHOXFORDOH45056NCFRICK SCHOLARSHIP/ATHLETIC CENTER$125,000
PINK RIBBON GIRLS
15 S SECOND STTIPP CITYOH45371NCSUPPORTING FAMILIES WITH CANCER$10,000
VANDALIA-BUTLER FOUNDATION
PO BOX 722VANDALIAOH45377NCTERM FUND$1,000
KETTERING MEDICAL CENTER
3535 SOUTHERN BLVDKETTERINGOH45429NCCOVID-19 SUPPORT$125,000
MIAMI VALLEY HOSPITAL
31 WYOMING STDAYTONOH45409NCPPE - GOOD SAMARITAN FOUNDATION$100,000
TEMPLE ISRAEL NER TAMID
1732 LANDER RDMAYFIELD HEIGHTSOH44124NCEDUCATIONAL PROGRAMS$100
VIETNAM VETERANS MEMORIAL PARK
2305 FAR HILLS AVEDAYTONOH45419NCNEW SIGN CONSTRUCTION$10,000STE 210
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$395,530TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$47,296ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$69ExclusionAmt
Related Or Exempt Function Incm$92,738RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$47,365ExclusionAmt
Related Or Exempt Function Incm$92,738RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$140,103TotalIncomeProducingActyAmt

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$836,819EOYBookValueAmt
EOYFMV$871,850EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMERRILL LYNCH 666-02403StockNm
EOY Book Value$1,127,356EOYBookValueAmt
EOYFMV$1,977,679EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
Desc1099 TIMING/UNREALIZED G/LDesc
Amt$183Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
INVESTMENT FEES$18,029$18,029
OTHER ACCOUNT FEES$20$20

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
OHIO FILING FEE$225
FOREIGN TAXES$411$411
FEDERAL EXCISE TAX$4,478

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