GORSKI FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
GORSKI FAMILY FOUNDATION (EIN 34-1783570)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-05-14
IRS object ID
202141349349100944
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)
Return2021-05-14T10:23:34-04:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN341750347PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Rayner Foos Kruse & Irwin IncBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16465 Wheatstone Ct Ste B1AddressLine1Txt
CityMaumeeCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43537ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN341783570EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Gorski Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGORSBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line16750 Wales RoadAddressLine1Txt
CityNorthwoodCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43619ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJane A KervinPersonNm
Person TitlePresident & TruPersonTitleTxt
Phone4196669455PhoneNum
Signature2021-05-04SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJanePersonFirstNm
Person LastKervinPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJacob A MoellerPreparerPersonNm
PTINP00671158PTIN
Phone4198667888PhoneNum
Preparation2021-05-14PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
OOB Security Verification11OOBSecurityVerificationCd
Authentication Assurance LevelAAL2AuthenticationAssuranceLevelCd
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$14,806,405FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$5,176,007ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$174,880DividendsRevAndExpnssAmt
Dividends Net Invst Incm$174,880DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,609,399NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$5,480,707GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,609,399CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$6,960,286TotalRevAndExpnssAmt
Total Net Invst Incm$1,784,279TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$3,450AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$1,620TaxesRevAndExpnssAmt
Taxes Net Invst Incm$200TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$44,025OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$44,025OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$49,095TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$44,225TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$444,262ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$444,262ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$493,357TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$44,225TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$444,262TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$6,466,929ExcessRevenueOverExpensesAmt
Net Investment Income$1,740,054NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$56,766CashBOYAmt
Cash EOY$183,757CashEOYAmt
Cash EOYFMV$183,757CashEOYFMVAmt
Corporate Stock BOY$4,663,946CorporateStockBOYAmt
Corporate Stock EOY$6,966,498CorporateStockEOYAmt
Corporate Stock EOYFMV$10,696,925CorporateStockEOYFMVAmt
Corporate Bonds BOY$2,355,260CorporateBondsBOYAmt
Corporate Bonds EOY$3,886,262CorporateBondsEOYAmt
Corporate Bonds EOYFMV$3,925,723CorporateBondsEOYFMVAmt
Total Assets BOY$7,075,972TotalAssetsBOYAmt
Total Assets EOY$11,036,517TotalAssetsEOYAmt
Total Assets EOYFMV$14,806,405TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$7,075,972RetainedEarningBOYAmt
Retained Earning EOY$11,036,517RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$7,075,972TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$11,036,517TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$7,075,972TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$11,036,517TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$7,075,972TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$6,466,929ExcessRevenueOverExpensesAmt
Subtotal$13,542,901SubtotalAmt
Other Decreases$2,506,384OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$11,036,517TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCdSoldSoldDtCost Or Other BasisCostOrOtherBasisAmt
Capital Gain Dividends$33,760$33,760$33,760
See attached$5,446,947$1,575,639$1,575,639P2020-12-31$3,871,308
FieldValueIRS element (for citing)
Capital Gain Net Income$1,609,399CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$24,187InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$24,187SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$24,187TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,320EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$3,320TotalPaymentsAndCreditsAmt
Tax Due$20,867TaxDueAmt

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
Individual With BooksJane A KervinIndividualWithBooksNm
Phone4196669455PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line196000 Overseas Hwy N7AddressLine1Txt
CityKey LargoCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33037ZIPCd
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 (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Jane A Kervin
96000 Overseas Hwy N7Key LargoFL33037President & Trustee1.00$0$0$0
Carter Neff
6135 Trust Drive STE 115HollandOH43528Trustee1.00$0$0$0
Joel R Gorski
6750 Wales RoadNorthwoodOH43619Trustee1.00$0$0$0
Judi Gorski
449 Blumont StLaguna BeachCA92651Trustee1.00$0$0$0
Max Gorski
5516 Wadsworth DrSylvaniaOH43560Trustee1.00$0$0$0
Ivanny Franklin
195 Woodcliff CircleSignal MountainTN37377Trustee1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$11,819,124AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$121,262AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$11,940,386TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$11,940,386AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$179,106CashDeemedCharitableAmt
Net Vl Noncharitable Assets$11,761,280NetVlNoncharitableAssetsAmt
Minimum Investment Return$588,064MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$588,064MinimumInvestmentReturnAmt
Tax Based On Investment Income$24,187TaxBasedOnInvestmentIncomeAmt
Total Tax$24,187TotalTaxAmt
Distributable Before Adj$563,877DistributableBeforeAdjAmt
Distributable Before Ded$563,877DistributableBeforeDedAmt
Distributable As Adjusted$563,877DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$444,262ExpensesAndContributionsAmt
Qualifying Distributions$444,262QualifyingDistributionsAmt
Adjusted Qualifying Distri$444,262AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$563,877DistributableAsAdjustedAmt
Undistributed Income PY$54,981UndistributedIncomePYAmt
Qualifying Distributions$444,262QualifyingDistributionsAmt
Applied To Year1$54,981AppliedToYear1Amt
Applied To Current Year$389,281AppliedToCurrentYearAmt
Undistributed Income CY$174,596UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (40 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Chicago Hopes for Kids
5936 S KolmarChicagoIL60629General Operations$2,000
MaryEllen Locher Scholarship Founda
745 College Dr 3DaltonGA30720General Operations$2,000
Palm Beach Zoo Conservation Socie
1301 Summit BlvdWest Palm BeachFL33405General Operations$2,000
Quilliam Foundation
4100 Macarthur Blvd Ste 32Newport BeachCA92660General Operations$2,000
Unicef
125 Maiden Lane 10th FlrNew YorkNY10038General Operations$2,000
Aurora Project
1035 N Superior StToledoOH43604General Operations$2,500
Beach House
915 N Erie StreetToledoOH43604General Operations$2,500
Bethany House
PO Box 5930ToledoOH43613General Operations$2,500
BYC Maritime Sciences Seamanship
1851 East First Street Ste 900Santa AnaCA92705General Operations$2,500
DART Drug Abuse Response Team
1622 Spielbusch AveToledoOH43604General Operations$2,500
Family House Toledo
669 Indiana AveToledoOH43604General Operations$2,500
Natures Nursery
PO Box 2395WhitehouseOH43571General Operations$2,500
Newport Balboa Sailing Seamanship
I-48 Irvine Ave Suite 628Newport BeachCA92660General Operations$2,500
Friends of Okeeheelee Nature Center
7715 Forest Hill BlvdWest Palm BeachFL33413General Operations$5,000
Garden Club of America
14 East 60th StreetNew YorkNY10022General Operations$5,000
John Carroll University
1 John Carroll BlvdClevelandOH44118University$5,000
Learning Club of Toledo
1702 Upton AveToledoOH43607General Operations$5,000
Maumee Valley Country Day School
1715 S Reynolds RoadToledoOH43615General Operations$5,000
Otsego Board of Education
18505 Tontogany Creek RoadTontoganyOH43565General Operations$5,000
Project Hope Alliance
1954 Placentia Ave Ste 202Costa MesaCA92627General Operations$5,000
Saint John XXIII
24250 Dixie HwyPerrysburgOH43551General Operations$5,000
St Aloysius Catholic Church
150 S EnterpriseBowling GreenOH43402General Operations$5,000
St Anns Catholic Church
310 N Olive AveWest Palm BeachFL33401General Operations$5,000
St Catherine of Siena
990 Temple Terrace DrLaguna BeachCA92651General Operations$5,000
St Johns Jesuit High School
5901 Airport HwyToledoOH43615General Operations$5,000
St Rose School Endowment Fund
215 E Front StreetPerrysburgOH43551General Operations$5,000
University of Toledo Ctr for Fam Bu
2801 W Bancroft StToledoOH43606University$5,000
USA Waterski Foundation
1251 Holy Cow RdPolk CityFL33868General Operations$5,000
Operation Underground
755 S Main St 194Cedar CityUT84720General Operations$7,000
Conscious Alliance
2525 Arapahoe Ave Ste E4-1BoulderCO80302General Operations$9,000
Friends of Trees
3117 NE ML King BlvdPortlandOR97212General Operations$10,000
Friends of Wood County Park
18729 Mercer RoadBowling GreenOH43402General Operations$10,000
Laguna Playhouse
606 Laguna Canyon RoadLaguna BeachCA92651General Operations$10,000
ReRide Quarter Horses
12401 US Hwy 36MarysvilleOH43040General Operations$10,000
St Josephs Hospital Foundation
110 W Stewart DrOrangeCA92863General Operations$10,000
Toledo Community Foundation Inc
608 Madison Ave Suite 1540ToledoOH43604General Operations$10,000
Valentine Theatre
425 N St Clair StreetToledoOH43604General Operations$21,000
Community Foundation of the Florida
PO Box 1529Key WestFL33041General Operations$25,000
Canby High School
721 SW 4th AveCanbyOR97013General Operations$30,000
Toledo Opera
425 Jefferson AveToledoOH43604General Operations$179,262
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$436,262TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$174,880ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,609,399ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$1,784,279ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,784,279TotalIncomeProducingActyAmt

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 (8 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
North American Science Associates
16750 Wales RoadNorthwoodOH43619$544,000Yes (X)
Judi Gorski
2449 Blumont StLaguna BeachCA92651$157,022Yes (X)Yes (X)
Joel Gorski
36750 Wales RoadNorthwoodOH43619$1,674,561Yes (X)Yes (X)
Jane Kervin
496000 Overseas Hwy N7Key LargoFL33037$884,983Yes (X)
John Gorski
57310 W Lake DrWest Palm BeachFL33406$1,632,990Yes (X)
Lucas Schwartz
6109 Cross StChattanoogaTN37405$157,293Yes (X)
Joseph Gorski
77310 W Lake DrWest Palm BeachFL33406$55,814Yes (X)
Cole Gorski
8117 Rockledge CirPerrysburgOH43551$69,344Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (7 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
2Stock transfer$124,2222020-12-16
3Stock transfer$1,557,7932020-12-16
4Stock transfer$884,9832020-12-16
5Stock transfer$1,632,9902020-12-16
6Stock transfer$157,2932020-12-16
7Stock transfer$55,8142020-12-16
8Stock transfer$69,3442020-12-16

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAccounting feesCategoryTxt
Amt$3,450Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCorporate BondsBondNm
EOY Book Value$3,886,262EOYBookValueAmt
EOYFMV$3,925,723EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCorporate StockStockNm
EOY Book Value$6,966,498EOYBookValueAmt
EOYFMV$10,696,925EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescTransferred stock basis adjustmentDesc
Amt$2,506,384Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT MANAGEMENT FEESDesc
Revenue And Expenses Per Books$44,025RevenueAndExpensesPerBooksAmt
Net Investment Income$44,025NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ESTIMATED PAYMENTS FOR 2020$1,420$0$0$0
STATE OF OHIO FILING FEE$200$200$0$0

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