RITA BARBOUR KERN FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- RITA BARBOUR KERN FOUNDATION (EIN 46-4475109)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-15
- IRS object ID
- 202031979349102208
- Schema version
- 2019v5.0
- 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
- Expln Of Non Filing With AG Stmt
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-15T14:19:02-07:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 344404967 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Eastman & Smith Ltd | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 10032 | AddressLine1Txt |
| City | Toledo | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 436990032 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 464475109 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rita Barbour Kern Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RITA | BusinessNameControlTxt |
| Phone | 4192471679 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Seagate | AddressLine1Txt |
| City | Toledo | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43604 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | David C Krock | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2020-07-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | David C Krock | PreparerPersonNm |
| PTIN | P00849569 | PTIN |
| Phone | 4192416000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $4,805,119 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
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 | $759 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $759 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $126,384 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $124,255 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $41,092 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,366,737 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $41,092 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $168,235 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $166,106 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $30,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $10,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $20,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $22,395 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $4,800 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $17,595 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $32,969 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $32,969 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $6,289 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,289 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $675 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $175 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $500 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $92,328 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $54,233 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $38,095 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $289,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $289,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $381,328 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $54,233 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $327,095 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$213,093 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $111,873 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $958,064 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $612,303 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $612,332 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,409,764 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,465,839 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,075,519 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,004,775 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,083,220 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,117,268 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $3,140 | OtherAssetsBOYAmt |
| Other Assets EOY | $725 | OtherAssetsEOYAmt |
| Total Assets BOY | $4,375,743 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,162,087 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,805,119 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,375,743 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,162,087 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,375,743 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,162,087 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,375,743 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,162,087 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,375,743 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$213,093 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,162,650 | SubtotalAmt |
| Other Decreases | $563 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,162,087 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 831 SH ISHARES JP MORGAN USD | P | 2018-02-23 | 2019-01-25 | $89,640 | $92,690 | -$3,050 | -$3,050 |
| 1,498 SH ISHARES US TREASURY | P | 2018-06-22 | 2019-04-18 | $37,420 | $36,918 | $502 | $502 |
| 6,248 SH ISHARES US TREASURY | P | 2019-01-25 | 2019-06-06 | $160,258 | $156,119 | $4,139 | $4,139 |
| 2,916 SH ISHARES US TREASURY | P | 2019-05-10 | 2019-11-15 | $75,928 | $75,313 | $615 | $615 |
| 1,586 SH ISHARES US TREASURY | P | 2019-08-23 | 2019-12-17 | $41,173 | $42,061 | -$888 | -$888 |
| 719 SH ISHARES MSCI | P | 2019-04-18 | 2019-08-23 | $38,080 | $39,839 | -$1,759 | -$1,759 |
| 588 SH PIMCO ENHANCED SHORT MATURITY | P | 2019-02-22 | 2019-12-17 | $59,769 | $59,698 | $71 | $71 |
| 1,639 SH SPDR SER TR | P | 2019-06-06 | 2019-08-23 | $150,068 | $149,947 | $121 | $121 |
| 1,715 SH SCHWAB US BROAD MARKET | P | 2019-02-22 | 2019-04-18 | $118,819 | $116,390 | $2,429 | $2,429 |
| 1,035 SH VANGUARD TOTAL WORLD STK | P | 2018-11-09 | 2019-02-22 | $75,192 | $73,899 | $1,293 | $1,293 |
| 250 SH ISHARES IBOXX | P | 2017-02-27 | 2019-08-23 | $32,092 | $29,653 | $2,439 | $2,439 |
| 1,105 SH ISHARES MSCI | P | 2016-01-21 | 2019-06-06 | $71,415 | $58,448 | $12,967 | $12,967 |
| 490 SH ISHARES JP | P | 2018-02-23 | 2019-05-10 | $53,331 | $55,228 | -$1,897 | -$1,897 |
| 1,583 SH ISHARES CORE MSCI | P | 2016-07-22 | 2019-03-22 | $78,202 | $69,050 | $9,152 | $9,152 |
| 5,201 SH SPDR BLOOMBERG | P | 2018-07-22 | 2019-05-01 | $187,856 | $186,682 | $1,174 | $1,174 |
| 546 SH VANGUARD TOTAL WORLD | P | 2017-05-19 | 2019-02-22 | $39,667 | $36,707 | $2,960 | $2,960 |
| 535 SH VANGUARD VALUE ETF | P | 2016-07-22 | 2019-02-22 | $57,827 | $47,003 | $10,824 | $10,824 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $41,092 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $4,647 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,237 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,237 | SubtotalAmt |
| Tax Based On Investment Income | $2,237 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,962 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,962 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $725 | OverpaymentAmt |
| Applied To ES Tax | $725 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| 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 | false | 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | David C Krock | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4192471679 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Seagate 24th Floor | AddressLine1Txt |
| City | Toledo | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43604 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Nan L Wallace | ||||||
| 337 Hillside Drive | Rossford | OH | 43460 | Trustee | 0.50 | $5,000 |
| Roger Berkowitz | ||||||
| 3000 Galloway Ridge Apt C000 | Pittsboro | NC | 27231 | Trustee | 1.50 | $7,500 |
| David C Krock | ||||||
| 3039 Sugar Ridge Road | Pemberville | OH | 43450 | Trustee | 2.00 | $7,500 |
| Nancy E Hibbert | ||||||
| 1611 River Road | Maumee | OH | 43537 | Trustee | 1.00 | $5,000 |
| Carolyn M Putney | ||||||
| 4343 W Bancroft Street 3B | Toledo | OH | 43615 | Trustee | 0.50 | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A no direct charitable activities | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,901,769 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $785,145 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,686,914 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $4,686,914 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $70,304 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,616,610 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $230,831 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $230,831 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,237 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,237 | TotalTaxAmt |
| Distributable Before Adj | $228,594 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $228,594 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $228,594 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $327,095 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $327,095 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $327,095 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $228,594 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $62,407 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $51,897 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $114,304 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $327,095 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $228,594 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $98,501 | RemainingDistriFromCorpusAmt |
| Total Corpus | $212,805 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $212,805 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $62,407 | ExcessFromYear3Amt |
| Excess From Year1 | $51,897 | ExcessFromYear1Amt |
| Excess From Current Year | $98,501 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Toledo Museum of Art | ||||||
| 2445 Monroe Street | Toledo | OH | 43620 | PC | Gift to qualified charitable organization pursuant to the terms of the Foundation | $210,000 |
| Toledo Orchestra Association | ||||||
| 1838 Parkwood Avenue | Toledo | OH | 43697 | PC | Gift to qualified charitable organization pursuant to the terms of the Foundation | $70,000 |
| Dorset Village Library | ||||||
| P O Box 28 | Dorset | VT | 05251 | PC | Gift to qualified charitable organizatio pursuant to the terms of the Foundation. | $9,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $289,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $759 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $126,384 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $41,092 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $168,235 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $168,235 | TotalIncomeProducingActyAmt |
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 |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | In lieu of furnishing a copy of FORM 990-PF, the foundation files an annual charitable report with the office of the Ohio Attorney General under the Ohio Charitable Trust Act. | ExplanationTxt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 8 | CategoryTxt |
| Legal Fees | $22,395 | LegalFeesAmt |
| Net Investment Income | $4,800 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $17,595 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY Book Value | $3,140 | BOYBookValueAmt |
| EOY Book Value | $725 | EOYBookValueAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Brokerage account statment adjustment | Desc |
| Amt | $563 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Library consultant | $500 | $500 | |
| UBS, annual fee | $175 | $175 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| 2 | $7,466 | $7,466 | $0 | $0 |
| Fourth Quarter UBS Advisory | $8,636 | $8,636 | $0 | $0 |
| Second Quarter UBS Advisory | $8,262 | $8,262 | $0 | $0 |
| Third Quarter UBS Advisory | $8,605 | $8,605 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Federal Excise Tax-2019 | $2,962 | $2,962 |
| Foreign Tax withheld | $3,327 | $3,327 |
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