JOHNSON-KAZAR CHARITABLE FOUNDATIONINC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
JOHNSON-KAZAR CHARITABLE FOUNDATIONINC (EIN 20-8080274)
Tax period
2020-07-01 to 2021-06-30
Filed
2021-11-12
IRS object ID
202133169349102003
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-12T10:34:17-00:00ReturnTs
Tax Period End2021-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Select Fiduciary LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 420AddressLine1Txt
CityRootstownCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44272ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN208080274EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Johnson-Kazar Charitable Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJOHNBusinessNameControlTxt
Phone3302448590PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 528AddressLine1Txt
CityGreenCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44232ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMelissa JohnsonPersonNm
Person TitleDirectorPersonTitleTxt
Signature2021-11-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMelissaPersonFirstNm
Person LastJohnsonPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRobin L RiemenschneiderPreparerPersonNm
PTINP00074066PTIN
Phone3307770600PhoneNum
Preparation2021-11-10PreparationDt
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
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$3,697,657FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$48,399DividendsRevAndExpnssAmt
Dividends Net Invst Incm$48,399DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$115,434NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,104,829GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$115,434CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$163,833TotalRevAndExpnssAmt
Total Net Invst Incm$163,833TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$250AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$250AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$2,680TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$200OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$200OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,380TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$250TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$450TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$162,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$162,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$165,380TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$250TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$162,450TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,547ExcessRevenueOverExpensesAmt
Net Investment Income$163,583NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$6,408CashBOYAmt
Cash EOY$6,516CashEOYAmt
Cash EOYFMV$6,516CashEOYFMVAmt
Corporate Stock BOY$2,557,370CorporateStockBOYAmt
Corporate Stock EOY$2,521,968CorporateStockEOYAmt
Corporate Stock EOYFMV$3,651,884CorporateStockEOYFMVAmt
Corporate Bonds BOY$5,510CorporateBondsBOYAmt
Corporate Bonds EOY$39,257CorporateBondsEOYAmt
Corporate Bonds EOYFMV$39,257CorporateBondsEOYFMVAmt
Total Assets BOY$2,569,288TotalAssetsBOYAmt
Total Assets EOY$2,567,741TotalAssetsEOYAmt
Total Assets EOYFMV$3,697,657TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$2,569,288RetainedEarningBOYAmt
Retained Earning EOY$2,567,741RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,569,288TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,567,741TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,569,288TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,567,741TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,569,288TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,547ExcessRevenueOverExpensesAmt
Subtotal$2,567,741SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,567,741TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly Traded SecuritiesPropertyDesc
Gross Sales Price$1,018,324GrossSalesPriceAmt
Cost Or Other Basis$989,395CostOrOtherBasisAmt
Gain Or Loss$28,929GainOrLossAmt
Gains Minus Excess Or Losses$28,929GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$115,434CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,274InvestmentIncomeExciseTaxAmt
Subtotal$2,274SubtotalAmt
Tax Based On Investment Income$2,274TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,100EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,100TotalPaymentsAndCreditsAmt
Original Return Tax Paid$2,100OriginalReturnTaxPaidAmt
Tax Due$174TaxDueAmt

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 BooksRobert KazarIndividualWithBooksNm
Phone3302448590PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 528AddressLine1Txt
CityGreenCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44232ZIPCd
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
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
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 (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Robert Kazar
PO Box 528GreenOH44232Director002.00$0
Melissa Johnson
PO Box 528GreenOH44232Director002.00$0
Michael Paschke
PO Box 528GreenOH44232Director001.00$0
David Rubens
PO Box 528GreenOH44232Director001.00$0
Julia Kazar
PO Box 528GreenOH44232Director001.00$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt

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$3,376,138AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$6,722AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,382,860TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$3,382,860AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$50,743CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,332,117NetVlNoncharitableAssetsAmt
Minimum Investment Return$166,606MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$166,606MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,274TaxBasedOnInvestmentIncomeAmt
Total Tax$2,274TotalTaxAmt
Distributable Before Adj$164,332DistributableBeforeAdjAmt
Distributable Before Ded$164,332DistributableBeforeDedAmt
Distributable As Adjusted$164,332DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$162,450ExpensesAndContributionsAmt
Qualifying Distributions$162,450QualifyingDistributionsAmt
Adjusted Qualifying Distri$162,450AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$164,332DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$205ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$1,024ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$1,229TotalExcessDistributionCyovAmt
Qualifying Distributions$162,450QualifyingDistributionsAmt
Applied To Current Year$162,450AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$1,229ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$1,229ExcessDistributionCyovAppCYAmt
Undistributed Income CY$653UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerRobert KazarContributingManagerNm
Contributing ManagerMelissa JohnsonContributingManagerNm
Shareholder ManagerNoneShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (64 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Akron Area YMCA
50 S Main St Suite LL 100AkronOH44308PCUnrestricted$3,000
Akron Canton Regional Food Bank
350 Opportunity ParkwayAkronOH44307PCUnrestricted$5,000
Akron Canton Regional Food Bank - Joe Pasternak
350 Opportunity ParkwayAkronOH44307PCUnrestricted$500
Akron Community Foundation
345 West Cedar StAkronOH44307PCUnrestricted$2,000
Akron Marathon Sustainability Fund (at ACF)
345 West Cedar StAkronOH44307PCUnrestricted$5,000
Akron Public Schools - Project RISE
10 N Main StAkronOH44308PCUnrestricted$1,500
Akron Public Schools - Project RISE
10 N Main StAkronOH44308PCUnrestricted$1,500
Akron Rotary Camp (at ACF)
345 West Cedar StAkronOH44307PCUnrestricted$2,500
Akron Symphony Orchestra
92 N Main StAkronOH44308PCUnrestricted$2,500
Alzheimer's Association Greater East Ohio
70 W Streetsboro St Suite 201HudsonOH44236PCUnrestricted$500
Alzheimer's Association Greater East Ohio
71 W Streetsboro St Suite 201HudsonOH44237PCUnrestricted$1,500
American Cancer Society-PAN Ohio
PO Box 54869CincinnatiOH45254PCUnrestricted$1,000
American Diabetes Association (honor of Sue Monsel)
PO Box 15829ArlingtonvVA22215PCUnrestricted$500
American Red Cross of Canton
408 9th Street SWCantonOH44707PCUnrestricted$1,000
Appalachian Trail Conservancy
799 Washington StHarpers FerryWV25425PCUnrestricted$1,000
ARC of Ohio
2717 S Arlington Ave Ste EAkronOH44312PCUnrestricted$1,000
Arizona Trail Association
738 N 5th Avenue Suite 201PhoenixAZ85705PCUnrestricted$1,500
Arts In Stark
900 Cleveland Ave NWCantonOH44702PCUnrestricted$7,500
Aultman Foundation
2600 Sixth St SWCantonOH44710PCUnrestricted$12,500
Aultman Foundation
2601 Sixth St SWCantonOH44711PCUnrestricted$30,000
Big Brothers Big Sisters
50 S Main St Suite LL 110AkronOH44308PCUnrestricted$1,500
Buckeye Trail Association
PO Box 5ShawneeOH43782PCUnrestricted$1,500
Canton Symphony Orchestra
2331 17th St NWCantonOH44708PCUnrestricted$1,000
Caring and Serving Together - CAST
5408 Peninsula DriveCantonOH44718PCUnrestricted$1,500
Conservancy for CVNP
1403 W Hines Hill RdPeninsulaOH44264PCUnrestricted$1,500
Dollywood Foundation
111 Dollywood LanePigeon ForgeTN37863PCUnrestricted$1,500
Double H Ranch
97 Hidden Valley RdLake LuzerneNY12846PCUnrestricted$5,000
First Tee of Canton
2525 25th Street NECantonOH44705PCUnrestricted$2,500
Foothills Community Foundation
34250 N 60th StScottsdaleAZ85266PCUnrestricted$2,500
Friends of Stark Parks
5300 Tyner St NWCantonOH44708PCUnrestricted$1,500
Friends of Tonto National Forest
4022 E Greenway Rd Suite 11PhoenixAZ85032PCUnrestricted$2,500
Gennesaret
PO Box 1253Cuyahoga FallsOH44223PCUnrestricted$4,000
Girl Scouts of North East Ohio
One Girl Scout WayMacedoniaOH44056PCUnrestricted$1,000
Girl Scouts of North East Ohio - Pam Valentine
One Girl Scout WayMacedoniaOH44056PCUnrestricted$500
Girls on the Run East Central Ohio
237 Tuscarawas Street W Suite BCantonOH44702PCUnrestricted$1,500
Girls on the Run of Northeast Ohio
8929 Brecksville RdBrecksvilleOH44141PCUnrestricted$1,500
Goodwill Industries
4510 Tuscararawas St WCantonOH44708PCUnrestricted$1,000
JRC (formerly JR Coleman)
1731 Grace Avenue NECantonOH44705PCUnrestricted$2,500
JRC (formerly JR Coleman)
1732 Grace Avenue NECantonOH44706PCUnrestricted$1,500
Le Leche League
1253 Weldon AveColumbusOH43224PCUnrestricted$1,500
Massillon Area Greenways
135 Lake Ave NWMassillonOH44647PCUnrestricted$500
McDowell Sonoran Conservancy
8175 E Evans Road 12817ScottsdaleAZ85260PCUnrestricted$1,500
Meals on Wheels of Northeast Ohio
2363 Nave Road SEMassillonOH44646PCUnrestricted$1,000
National Inventors Hall Of Fame - Camp Invention
3701 Highland Park NWNorth CantonOH44720PCUnrestricted$2,500
No Kid Hungry (Share Our Strength)
PO Box 75475BaltimoreMD21275PCUnrestricted$1,000
North Canton Playhouse
525 Seventh St NENorth CantonOH44720PCUnrestricted$1,000
Ohio & Erie Canalway
47 W Exchange StAkronOH44308PCUnrestricted$1,500
Ohio CPA Foundation
4249 Easton Way Suite 150ColumbusOH43219PCUnrestricted$1,000
One of a Kind Pet Rescue
1929 W Market StAkronOH44313PCUnrestricted$1,500
Our Lady of the Elms
1375 W Market StAkronOH44313PCUnrestricted$1,000
Pan-Mass Challenge
77 4th AveNeedhamMA02494PCUnrestricted$500
Paul & David Carol YMCA of Jackson Township
7389 Caritas Circle NWMassillonOH44646PCUnrestricted$2,500
Phoenix Theatre Company
1825 N Central AvePhoenixAZ85004PCUnrestricted$1,000
Planned Parenthood of Greater Ohio
444 W Exchange StAkronOH44302PCUnrestricted$5,000
Refuge of Hope Ministries
405 Third St NECantonOH44702PCUnrestricted$1,500
Stark Community Foundation
400 Market Avenue North Suite 200CantonOH44702PCUnrestricted$2,500
Stark County Hunger Taskforce
408 9th St SWCantonOH44707PCUnrestricted$5,000
Stewart's Caring Place
3501 Ridge Park DrFairlawnOH44333PCUnrestricted$2,500
Summit County Metro Parks
975 Treaty Line RdAkronOH44313PCUnrestricted$1,500
United Disability Services
701 South Main StAkronOH44311PCUnrestricted$2,500
University of Akron
259 South Broadway StAkronOH44325PCUnrestricted$2,500
Valley of the Sun United Way
3200 E Camelback Rd 375PhoenixAZ85018PCUnrestricted$2,500
West Akron Baseball League (WABL) (at ACF)
345 West Cedar StAkronOH44307PCUnrestricted$500
Wikimedia Foundation Inc
PO Box 98204WashingtonDC20090PCUnrestricted$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$162,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$48,399ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$115,434ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$163,833ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$163,833TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategorySelect FiduciaryCategoryTxt
Amt$500Amt
Net Investment Income$250NetInvestmentIncomeAmt
Disbursements Charitable Prps$250DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondT Rowe Price Short-Term Bond FundBondNm
EOY Book Value$39,257EOYBookValueAmt
EOYFMV$39,257EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
T Rowe Price Balanced Fund$60,296$85,390
T Rowe Price Blue Chip Growth Fund$37,257$146,838
T Rowe Price Capital Appreciation I Class$789,822$1,060,355
T Rowe Price European Stock$53,080$73,946
T Rowe Price Extended Equity Market Index$67,081$113,031
T Rowe Price Personal Strategy Growth$1,514,432$2,172,324

Legal Fees Schedule LegalFeesSchedule

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOhio State Filing FeeDesc
Revenue And Expenses Per Books$200RevenueAndExpensesPerBooksAmt
Disbursements Charitable Prps$200DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
Federal Excise Tax$580
Federal Excise Tax Estimated Payments$2,100

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.