SAUL SCHOTTENSTEIN FOUNDATION C: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- SAUL SCHOTTENSTEIN FOUNDATION C (EIN 27-0167574)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-08
- IRS object ID
- 202123129349100027
- 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
- Form 990-PF
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-08T08:26:17-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 311016505 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LANDAKER & ASSOCIATES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 598 OFFICE PKWY STE B | AddressLine1Txt |
| City | WESTERVILLE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43082 | 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 | 270167574 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAUL SCHOTTENSTEIN FOUNDATION C | BusinessNameLine1Txt |
| Business Name Line2 | C/O ARSHOT INVESTMENT CORPORATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAUL | BusinessNameControlTxt |
| Phone | 6144639730 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 107 S HIGH ST - 3RD FLOOR | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43215 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS H SCHOTTENSTEIN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6144639730 | PhoneNum |
| Signature | 2021-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | THOMAS H | PersonFirstNm |
| Person Last | SCHOTTENSTEIN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES A LANDAKER CPA | PreparerPersonNm |
| PTIN | P01223122 | PTIN |
| Phone | 6148991101 | PhoneNum |
| Preparation | 2021-11-04 | PreparationDt |
| 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 | $4,757,436 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $14,592 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $14,592 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $14,592 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $21,533 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,533 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $21,533 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$12,685 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $24,876 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $17,625 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $9,055 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $9,055 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $9,055 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $32,495 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $62,805 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $45,180 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $341 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $341 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $3,311 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $2,311 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,311 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,503 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,759 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $1,744 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,744 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,125 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,425 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $700 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $700 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,280 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,525 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $4,755 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,755 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $261,738 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $261,738 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $273,018 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,525 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $4,755 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $266,493 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$240,523 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $56,280 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $40,425 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,790,719 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,095,439 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,095,439 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $54,467 | AcctRcvblAmt |
| Acct Rcvbl BOY | $42,040 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $54,467 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $54,467 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $1,034,688 | CorporateStockBOYAmt |
| Corporate Stock EOY | $970,538 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,170,082 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,933,713 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,437,448 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,437,448 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,801,160 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,557,892 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,757,436 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $23,736 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $21,126 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $135 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $23,871 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $21,126 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,777,289 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,536,766 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,777,289 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,536,766 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,801,160 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,557,892 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,777,289 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$240,523 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,536,766 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,536,766 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $17,625 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $782 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $782 | SubtotalAmt |
| Tax Based On Investment Income | $782 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $5 | EsPenaltyAmt |
| Overpayment | $213 | OverpaymentAmt |
| Applied To ES Tax | $213 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | ARSHOT@ARSHOT.COM | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS H SCHOTTENSTEIN TRUSTEE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6144639730 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 107 S HIGH ST - 3RD FLOOR | AddressLine1Txt |
| Address Line2 | 3RD FLOOR | AddressLine2Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS H SCHOTTENSTEIN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O ARSHOT INVESTMENT CORPORATION | AddressLine1Txt |
| Address Line2 | 107 S HIGH ST - 3RD FLOOR | AddressLine2Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 000.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,207,908 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,943,079 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,406,905 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,557,892 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,557,892 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $68,368 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,489,524 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $224,476 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $224,476 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $782 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $782 | TotalTaxAmt |
| Distributable Before Adj | $223,694 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $223,694 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $223,694 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $266,493 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $266,493 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $266,493 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $223,694 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $189,004 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $202,699 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $81,498 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $204,320 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $677,521 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $266,493 | QualifyingDistributionsAmt |
| Applied To Current Year | $223,694 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $42,799 | RemainingDistriFromCorpusAmt |
| Total Corpus | $720,320 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $189,004 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $531,316 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $202,699 | ExcessFromYear4Amt |
| Excess From Year3 | $81,498 | ExcessFromYear3Amt |
| Excess From Year1 | $204,320 | ExcessFromYear1Amt |
| Excess From Current Year | $42,799 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THOMAS H SCHOTTENSTEIN TRUSTEE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 107 S HIGH ST - 3RD FLOOR | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6144639730 | RecipientPhoneNum |
| Form And Info And Materials | COPY OF FEDERAL TAX EXEMPTION LETTER SHOWING THAT THE REQUESTING ORGANIZATION IS EXEMPT AS A IRC SECTION 501(C)3 ORGANIZATION. LETTER DETAILING PROPOSED USE OF ANY FUNDS AWARDED. UPON APPROVEL OF THE GRANT REQUEST: THE ORGANIZATION WILL AGREE THAT ANY FUNDS NOT USED FOR THE INTENDED PURPOSE OF THE GRANT WILL BE RETURNED. THE ORGANIZATION WILL PROVIDE A FOLLOW UP LETTER AND/OR REPORT FOR THE PERIOD(S) IN WHICH THE GRANT WAS EXPENDED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE APPLICATION FORMAT AND REQUIRED CONTENTS COMMENTS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (78 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A TIME USA | |||||||||||||
| 1310 48TH STREET | BROOKLYN | NY | 11219 | NONE | COMPLETED | GENERAL OPERATIONS | $500 | ||||||
| AHAVAS CHESED | |||||||||||||
| 1255-43 ST | BROOKLYN | NY | 11219 | NONE | COMPLETED | GENERAL OPERATIONS | $1,361 | APT 2A | |||||
| AISH HATORAH | |||||||||||||
| 313 WEST 83 RD ST | NEW YORK | NY | 10024 | NONE | COMPLETED | GENERAL OPERATIONS | $180 | ||||||
| ALEPH INSTITUTE | |||||||||||||
| 9540 COLLINS AVE | SURFSIDE | FL | 33154 | NONE | COMPLETED | GENERAL OPERATIONS | $600 | ||||||
| AMERICAN CENTER FOR LAW & JUSTICE | |||||||||||||
| 1000 REGENT UNIVERSITY DR | VIGINIA BEACH | VA | 234645037 | NONE | COMPLETED | GENERAL OPERATIONS | $180 | ||||||
| AMERICAN FRIENDS OF KUPAT HA'LR | |||||||||||||
| 4415 14TH AVE | BROOKLYN | NY | 11219 | NONE | COMPLETED | GENERAL OPERATIONS | $1,350 | ||||||
| AMERICAN FRIENDS OF YESHIVA KESSER | |||||||||||||
| 149-05 79TH AVE | KEW GARDEN HILLS | NY | 113673821 | NONE | COMPLETED | GENERAL OPERATIONS | $108 | STE 2 | |||||
| AVENTURA CHABAD | |||||||||||||
| 280 NE 210 ST | AVENTURA | FL | 33180 | NONE | COMPLETED | GENERAL OPERATIONS | $6,640 | ||||||
| AVNER INSTITUTE | |||||||||||||
| 1526 UNION ST | BROOKLYN | NY | 11213 | NONE | COMPLETED | GENERAL OPERATIONS | $1,000 | ||||||
| BAIS SHMUEL CHABAD | |||||||||||||
| 383 KINGSTON AVE | BROOKLYN | NY | 11213 | NONE | COMPLETED | GENERAL OPERATIONS | $3,600 | SUITE 223 | |||||
| BEIS GIMPEL CHAIM | |||||||||||||
| 309 NEW YORK AVE | BROOKLYN | NY | 11213 | NONE | COMPLETED | GENERAL OPERATIONS | $36 | ||||||
| BETH JACOB CONGREGATION | |||||||||||||
| 1223 COLLEGE AVE | COLUMBUS | OH | 43209 | NONE | COMPLETED | GENERAL OPERATIONS | $750 | ||||||
| CHABAD LUBAVITCH OF NORTHERN VIRGIN | |||||||||||||
| 3939 PRICE WILLIAM DR | FAIRFAX | VA | 22031 | NONE | COMPLETED | GENERAL OPERATIONS | $540 | ||||||
| CHABAD MOROCCO | |||||||||||||
| 1 AVENUE MOULAY ABDELLAH | AGADIR | OH | 43230 | NONE | COMPLETED | GENERAL PURPOSE | $2,039 | ||||||
| CHABAD OF BURBANK | |||||||||||||
| 2415 W MAGNOLIA BLVD | BURBANK | CA | 91506 | NONE | COMPLETED | GENERAL OPERATIONS | $756 | ||||||
| CHABAD OF CYPRESS | |||||||||||||
| 12320 BARKER CYPRESS RD | CYPRESS | TX | 77429 | NONE | COMPLETED | GENERAL OPERATIONS | $270 | STE 600 403 | |||||
| CHABAD OF SOUTH ORLANDO | |||||||||||||
| 7508 UNIVERSAL BLVD | ORLANDO | FL | 32819 | NONE | COMPLETED | GENERAL OPERATIONS | $180 | ||||||
| CHABAD OF SOUTHWEST BROWARD | |||||||||||||
| 10601 STIRLING RD | COOPER CITY | FL | 33328 | NONE | COMPLETED | GENERAL OPERATIONS | $3,600 | ||||||
| CHABAD OF VENICE | |||||||||||||
| NONE | COMPLETED | GENERAL OPERATIONS | $1,000 | SESTIERE CANNAREGIO 2915 | VENICE | VENEZIA | IT | 30121 | |||||
| CHAI LIFELINE | |||||||||||||
| 151 WEST 30TH ST | NEW YORK | NY | 10001 | NONE | COMPLETED | GENERAL OPERATIONS | $360 | ||||||
| CHARIDAY AGUDATH ISRAEL | |||||||||||||
| 42 BROADWAY | NEW YORK | NY | 10004 | NONE | COMPLETED | GENERAL OPERATIONS | $1,000 | 14TH FLOOR | |||||
| CHARIDY BONEI OLAM | |||||||||||||
| 1755 46TH ST | BROOKLYN | NY | 11204 | NONE | COMPLETED | GENERAL OPERATIONS | $189 | ||||||
| CHAYENU | |||||||||||||
| 1526 UNION ST | BROOKLYN | NY | 11213 | NONE | COMPLETED | GENERAL OPERATIONS | $642 | ||||||
| CHAYIM V CHESED INC | |||||||||||||
| 169 HEWES ST | BROOKLYN | NY | 11211 | NONE | COMPLETED | GENERAL OPERATIONS | $21,520 | 1-D | |||||
| CHOFETZ CHAIM HERTIAGE | |||||||||||||
| 361 SPOOK ROCK RD | SUFFERN | NY | 10901 | NONE | COMPLETED | GENERAL OPERATIONS | $1,000 | ||||||
| CLARION PROJECT | |||||||||||||
| 2020 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20006 | NONE | COMPLETED | GENERAL OPERATIONS | $100 | SUITE 395 | |||||
| COLEL CHABAD | |||||||||||||
| 806 EASTERN PARKWAY | BROOKLYN | NY | 11213 | NONE | COMPLETED | GENERAL OPERATIONS | $6,780 | ||||||
| COLEL CHIBAS JERUSALEM | |||||||||||||
| 4802-A 12TH AVE | BROOKLYN | NY | 11219 | NONE | COMPLETED | GENERAL OPERATIONS | $360 | ||||||
| COLUMBUS COMMUNITY KOLLEL | |||||||||||||
| 2513 E MAIN ST | COLUMBUS | OH | 43209 | NONE | COMPLETED | GENERAL OPERATIONS | $3,840 | ||||||
| COLUMBUS COMMUNITY MIKVAH FUND | |||||||||||||
| 4300 E FIFTH AVE | COLUMBUS | OH | 43219 | NONE | COMPLETED | GENERAL OPERATIONS | $50,000 | ||||||
| COLUMBUS FOUNDATION | |||||||||||||
| 1234 E BROAD ST | COLUMBUS | OH | 43205 | NONE | COMPLETED | GENERAL OPERATIONS | $2,700 | ||||||
| COLUMBUS JEWISH FOUNDATION | |||||||||||||
| 41 S HIGH | COLUMBUS | OH | 43213 | NONE | COMPLETED | GENERAL OPERATIONS | $1,000 | ||||||
| COLUMBUS TORAH ACADEMY | |||||||||||||
| 181 NOE BIXBY RD | COLUMBUS | OH | 43213 | NONE | COMPLETED | GENERAL OPERATIONS | $2,600 | ||||||
| CONGREGATION AHAVAS SHALOM | |||||||||||||
| 2568 E BROAD ST | COLUMBUS | OH | 43209 | NONE | COMPLETED | GENERAL OPERATIONS | $1,378 | ||||||
| CONGREGATION AHAVAS CHESED | |||||||||||||
| 720 LEFFERTS AVE | BROOKLYN | NY | 11203 | NONE | COMPLETED | GENERAL OPERATIONS | $8,019 | ||||||
| CONGREGATION KHAL YEREIM | |||||||||||||
| 1771 S TAYLOR RD | CLEVELAND HEIGHTS | OH | 44118 | NONE | COMPLETED | GENERAL OPERATIONS | $4,420 | ||||||
| CONGREGATION LAMPLIGHTERS | |||||||||||||
| 777 EASTERN PARKWAY | BROOKLYN | NY | 112133452 | NONE | COMPLETED | GENERAL OPERATIONS | $12,520 | ||||||
| DARCHAI MENECHEM | |||||||||||||
| 432 RUTLAND ROAD | BROOKLYN | NY | 11203 | NONE | COMPLETED | GENERAL OPERATIONS | $360 | ||||||
| DERECH HATORAH | |||||||||||||
| 125 KINGS HIGHWAY S | ROCHESTER | NY | 14617 | NONE | COMPLETED | GENERAL OPERATIONS | $360 | ||||||
| EDMOND SAFRA FOUNDATION | |||||||||||||
| NONE | COMPLETED | GENERAL OPERATIONS | $180 | 92 RUE DU RHONE | GENEVA | SWITZERLAND | SZ | 43229 | |||||
| EDUCATIONAL INSTITUTE OHOLEI TORAH | |||||||||||||
| 667 EASTERN PARKWAY | BROOKLYN | NY | 11213 | NONE | COMPLETED | GENERAL OPERATIONS | $360 | ||||||
| ELLIS FAMILY FUND | |||||||||||||
| 598 OFFICE PARKWAY | WESTERVILLE | OH | 43082 | NONE | COMPLETED | GENERAL OPERATIONS | $360 | B | |||||
| EMEK HEBREW ACADEMY | |||||||||||||
| 15365 MAGNOLIA BLVD | SHERMAN OAKS | CA | 91403 | NONE | COMPLETED | GENERAL OPERATIONS | $400 | ||||||
| FRIENDS OF BIKUR CHOLIM EZRAT ACHIM | |||||||||||||
| 5014-5016 16TH AVE | BROOKLYN | NY | 11204 | NONE | COMPLETED | GENERAL OPERATIONS | $3,600 | 283 | |||||
| GANA ACADEMY AUCTION | |||||||||||||
| 598 OFFICE PARKWAY | WESTERVILLE | OH | 43082 | NONE | COMPLETED | GENERAL OPERATIONS | $250 | B | |||||
| GLOBAL JEWISH ASSISTANT & RELIEF | |||||||||||||
| 1485 UNION ST | BROOKLYN | NY | 11213 | NONE | COMPLETED | GENERAL OPERATIONS | $750 | ||||||
| GREAT CHARITY CHAYE OLAM | |||||||||||||
| PO BOX 786 | NEW YORK | NY | 10038 | NONE | COMPLETE | GENERAL OPERATIONS | $360 | ||||||
| GYE CORP | |||||||||||||
| 3918 FALLSTAFF RD | BALTIMORE | MD | 21215 | NONE | COMPLETED | GENERAL OPERATIONS | $1,800 | ||||||
| HATZALAH OF CROWN HEIGHTS | |||||||||||||
| 383 KINGSTON AVE | BROOKLYN | NY | 11213 | NONE | COMPLETED | GENERAL OPERATIONS | $1,260 | SUITE 99 | |||||
| INSTITUTE FOR DAYANIM | |||||||||||||
| 25625 SOUTHFIELD RD 107 | SOUTHFIELD | MI | 48075 | NONE | COMPLETED | GENERAL OPERATIONS | $7,610 | ||||||
| JCC CHABAD OF LONG ISLAND CITY | |||||||||||||
| 10-29 48TH AVE | LONG ISLAND CITY | NY | 11101 | NONE | COMPLETED | GENERAL OPERATIONS | $1,100 | ||||||
| JUDAICA WORLD OF BROOKLYN NY | |||||||||||||
| 329 KINGSTON AVE | BROOKLYN | NY | 11213 | NONE | COMPLETED | GENERAL OPERATIONS | $325 | ||||||
| KEHOT PUBLICATION SOCIETY | |||||||||||||
| 770 EASTERN PARKWAY | BROOKLYN | NY | 11213 | NONE | COMPLETED | GENERAL OPERATIONS | $160 | ||||||
| KIDDIE KORNER PRESCHOOL | |||||||||||||
| PO BOX 422 | PARK RIVER | ND | 582700422 | NONE | COMPLETED | GENERAL OPERATIONS | $180 | ||||||
| KOLLEL YCM | |||||||||||||
| 2203 S GREEN RD | UNIVERSITY HEIGHTS | OH | 44118 | NONE | COMPLETED | GENERAL OPERATIONS | $720 | ||||||
| LAMPLIGHTERS YESHIVA | |||||||||||||
| 1337 PRESIDENT ST | BROOKLYN | NY | 11213 | NONE | COMPLETED | GENERAL OPERATIONS | $13,785 | ||||||
| LUBAVITCH EDUCATIONAL CENTER | |||||||||||||
| 17330 NW 7TH AVE | MIAMI | FL | 33169 | NONE | COMPLETED | GENERAL OPERATIONS | $5,000 | ||||||
| LUBAVITCHER HEADQUARTERS | |||||||||||||
| 770 EASTERN PARKWAY | BROOKLYN | NY | 11213 | NONE | COMPLETED | GENERAL OPERATIONS | $5,400 | ||||||
| LUBAVITCHER SCHOOL | |||||||||||||
| 841 OCEAN PARKWAY | BROOKLYN | NY | 11230 | NONE | COMPLETED | GENERAL OPERATIONS | $1,494 | ||||||
| MAYANOT INSTITUTE OF JEWISH STUDIES | |||||||||||||
| 228 PARK AVE S | NEW YORK | NY | 10003 | NONE | COMPLETED | GENERAL OPERATIONS | $900 | STE 96553 | |||||
| MESORAH HERITAGE FOUNDATION | |||||||||||||
| 4401 2ND AVE | BROOKLYN | NY | 11232 | NONE | COMPLETED | GENERAL OPERATIONS | $86 | ||||||
| OHEL YISRAEL | |||||||||||||
| 8196-R TERMINAL RD | LORTON | VA | 22079 | NONE | COMPLETED | GENERAL OPERATIONS | $144 | ||||||
| ORA - THE ORGANIZATION FOR THE RES | |||||||||||||
| 551 WEST 181 ST | NEW YORK | NY | 10033 | NONE | COMPLETED | GENERAL OPERATIONS | $180 | ||||||
| OSU CHABAD- SCHOTTENSTEIN HOUSE | |||||||||||||
| 207 E 15TH AVE | COLUMBUS | OH | 43201 | NONE | COMPLETED | GENERAL OPERATIONS | $5,490 | ||||||
| R'TZIN CHAYA MUSHKA BIKUR CHOL | |||||||||||||
| 387 KINGSTON AVE | BROOKLYN | NY | 11225 | NONE | COMPLETED | GENERAL OPERATIONS | $360 | SUITE 110 | |||||
| SGCF | |||||||||||||
| 598 OFFICE PARKWAY | WESTERVILLE | OH | 43082 | GENERAL OPERATIONS | $108 | B | |||||||
| SHUL OF BAL HARBOR - THE SHUL | |||||||||||||
| 9540 COLLINS AVE | SURFSIDE | FL | 33154 | NONE | COMPLETED | GENERAL OPERATIONS | $50,000 | ||||||
| SHUVU RETURN INC | |||||||||||||
| 230 PARK AVE | NEW YORK | NY | 10169 | NONE | COMPLETED | GENERAL OPERATIONS | $360 | 539 | |||||
| TALMUDICAL SEMINARY | |||||||||||||
| 1440 54TH ST | BROOKLYN | NY | 11219 | NONE | COMPLETED | GENERAL OPERATIONS | $180 | ||||||
| TEN YAD TEN YAD | |||||||||||||
| 559 EMPIRE BLVD | BROOKLYN | NY | 11225 | NONE | COMPLETED | GENERAL OPERATIONS | $100 | ||||||
| TORAH CENTER | |||||||||||||
| 2942 EAST BROAD ST | COLUMBUS | OH | 43209 | NONE | COMPLETED | GENERAL OPERATIONS | $750 | ||||||
| TORAH EDUCATIONAL NETWORK | |||||||||||||
| 1274 49TH ST | BROOKLYN | NY | 11219 | NONE | COMPLETED | GENERAL OPERATIONS | $684 | 17 | |||||
| TORAS CHESED INC | |||||||||||||
| 421 6TH ST | LAKEWOOD | NJ | 08701 | NONE | COMPLETED | GENERAL OPERATIONS | $9,900 | ||||||
| YAD ELIEZER | |||||||||||||
| 1102 E 26TH ST | BROOKLYN | NY | 11210 | NONE | COMPLETED | GENERAL OPERATIONS | $250 | ||||||
| YAD L'ACHIM | |||||||||||||
| 4018 18TH AVE | BROOKLYN | NY | 11218 | NONE | COMPLETED | GENERAL OPERATIONS | $1,280 | ||||||
| YALDEI SHLUCHEI HAREBBE | |||||||||||||
| 353 KINGSTON AVE | BROOKLYN | NY | 11213 | NONE | COMPLETED | GENERAL OPERATIONS | $180 | 302 | |||||
| YESHIVA CHAYEI OLAM | |||||||||||||
| 14 11TH ST E | LAKEWOOD | NJ | 08701 | NONE | COMPLETED | GENERAL OPERATIONS | $54 | ||||||
| YESHIVA OHR ELCHONON CHABAD | |||||||||||||
| 7215 WARING AVE | LOS ANGELES | CA | 90046 | NONE | COMPLETED | GENERAL OPERATIONS | $1,800 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $261,738 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 25 | ExclusionCd |
| Exclusion | $14,592 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 25 | ExclusionCd |
| Exclusion | $21,533 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$12,685 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| NET INCOME INSTANT BINGO CA | 25 | $9,055 |
| MISCELLANEOUS | 25 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $45,180 | ExclusionAmt |
| Related Or Exempt Function Incm | -$12,685 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $32,495 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | REINVESTED FOR CURRENT AND FUTURE CHARITABLE GIVING. |
| 4 | REINVESTED FOR CURRENT AND FUTURE CHARITABLE GIVING. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LANDAKER & ASSOCIATES, INC.- CPA | CategoryTxt |
| Amt | $3,311 | Amt |
| Net Investment Income | $1,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,311 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,311 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | NOT REQUIRED - VERIFICATION OF FORM 990PF FILING IS ALL THAT IS REQUIRED BY STATE OF OHIO. | ExplanationTxt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|
| FIDELITY XX7601 SHORT TERM | PURCHASE | $610 | $3,599 | -$2,989 |
| FIDELITY XX7601 LONG TERM | PURCHASE | $6,641 | $33,962 | -$27,321 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MS-ACCT - 676-307601 | $853,790 | $1,038,955 |
| MS-ACCT - 676-307600 | $116,748 | $131,127 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| RED HEN EQUITY INVESTMENT | AT COST | $1,096,561 | $1,096,561 |
| MOD. SINGLE PREM. UNIV. LIFE POL. | AT COST | $340,887 | $340,887 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $341 | LegalFeesAmt |
| Net Investment Income | $341 | NetInvestmentIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET INCOME INSTANT BINGO CARD | Desc |
| Revenue And Expenses Per Books | $9,055 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $9,055 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $9,055 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BALANCE DUE ON 2019 EXCISE TAX | Desc |
| BOY Book Value | $135 | BOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FIDELITY - AGENCY FEES | $3,759 | $3,759 | ||
| OTHER ADMINISTRATIVE FEES | $1,744 | $1,744 | $1,744 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|
| OHIO CHARITABLE REGISTRATION FEE | $700 | $700 | $700 | |
| FEDERAL EXCISE TAX | $1,425 | $1,425 |
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