D7 FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- D7 FOUNDATION (EIN 26-1643523)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-15
- IRS object ID
- 202001369349100210
- Schema version
- 2019v5.1
- 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
- Form 990-PF
- All Oth Prog Rltd Investments Sch
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-15T09:15:36-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341513062 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ MHM LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4040 EMBASSY PARKWAY SUITE 100 | AddressLine1Txt |
| City | AKRON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44333 | 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 | 261643523 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | D7 FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | D7FO | BusinessNameControlTxt |
| Phone | 6148902321 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10679 RIDGEVIEW DRIVE | AddressLine1Txt |
| City | WESTERVILLE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43082 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN C DENZ | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6148902321 | PhoneNum |
| Signature | 2020-03-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID JANOSEK | PreparerPersonNm |
| PTIN | P00959475 | PTIN |
| Phone | 3306686500 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.221.96.207 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-05-15 | IPDt |
| IP Tm | 09:15:19 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E9170905EBB9ED8C30C5638B6C170CB72084310D | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-11-06 18:47:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,198,691 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $24,423 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,423 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$32,683 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $485,615 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$8,260 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $24,423 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,020 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $37 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,667 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,667 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,687 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,704 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $16,456 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $16,456 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $24,143 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,704 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $16,456 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$32,403 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $17,719 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,789 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,155 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,155 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,052,535 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,017,766 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,194,536 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,054,324 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,021,921 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,198,691 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,054,324 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,021,921 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,054,324 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,021,921 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,054,324 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,021,921 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,054,324 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$32,403 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,021,921 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,021,921 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (23 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| 105 SHS BERSHIRE HATHAWAY | P | 2019-11-20 | $22,117 | $21,718 | $399 | $399 | |
| 919.963 SHS COLUMBIA CONVERIBLE SEC FD | P | 2019-08-20 | $20,000 | $18,853 | $1,147 | $1,147 | |
| 112.536 SHS DIAMOND HILL SMALL MID CAP | P | 2019-01-23 | $2,284 | $2,210 | $74 | $74 | |
| 546.0036 SHS ISHARES PREFERRED INCOMESEC ETF | P | 2019-10-17 | $20,494 | $19,856 | $638 | $638 | |
| 323.629 SHS JANUS HENDERSON INTL | P | 2019-01-22 | $7,078 | $6,777 | $301 | $301 | |
| 300.3969 SHS JANUS HENDERSON STRAT | P | 2019-01-22 | $2,740 | $2,762 | -$22 | -$22 | |
| 542.524 SHS LORD ABBETT SHORT DUR | P | 2019-01-22 | $2,251 | $2,267 | -$16 | -$16 | |
| 2.678 SHS OPPENHEIMER DEVELOPING MKTS FD | P | 2019-01-23 | $105 | $106 | -$1 | -$1 | 2018-12-03 |
| 10.12 SHS OPPENHEIMER INTL GROWTH FD | P | 2019-01-22 | $366 | $361 | $5 | $5 | 2018-12-12 |
| 6,153.942 SHS VANGUARD HIGH YIELD CORP FUND | P | 2019-06-03 | $35,297 | $35,033 | $264 | $264 | |
| 511.299 SHS VICTORY RS SELECT | P | 2019-01-23 | $16,525 | $15,308 | $1,217 | $1,217 | 2018-12-19 |
| 76.712 SHS VICTORY TRIVALENT INTL SMALL CAP | P | 2019-01-22 | $921 | $870 | $51 | $51 | |
| 19 SHS BERKSHIRE HATHAWAY CLASS B | P | 2019-11-01 | $4,064 | $4,086 | -$22 | -$22 | 2018-09-12 |
| 2,426.986 SHS DIAMOND HILL SMALL MID CAP FD | P | 2019-01-23 | $49,268 | $55,355 | -$6,087 | -$6,087 | |
| 60 SHS ISHARES CORE S&P 500 | P | 2019-05-28 | $17,058 | $13,050 | $4,008 | $4,008 | 2016-10-10 |
| 1,837.697 SHS JANUS HENDERSON INTL OPPTY | P | 2019-01-22 | $40,190 | $52,677 | -$12,487 | -$12,487 | |
| 5,812.7191 SHS JANUS HENDERSON STRAT | P | 2019-01-22 | $53,012 | $54,465 | -$1,453 | -$1,453 | |
| 14,863.851 SHS LORD ABBETT SHORT DUR INCOME FD | P | 2019-01-22 | $61,685 | $63,401 | -$1,716 | -$1,716 | |
| 351.355 SHS OPPENHEIMER DEVELOPING MKTS FD | P | 2019-01-23 | $13,801 | $15,740 | -$1,939 | -$1,939 | 2018-01-09 |
| 1,253.684 OPPENHEIMER INTL GROWTH FD | P | 2019-01-22 | $45,371 | $50,962 | -$5,591 | -$5,591 | |
| 1,131.749 SHS VICTORY RS SELECT GROWTH FD | P | 2019-01-23 | $36,578 | $54,787 | -$18,209 | -$18,209 | |
| 2,124.547 SHS VICTORY TRIVALENT INTL SMALL CAP | P | 2019-01-22 | $25,495 | $27,654 | -$2,159 | -$2,159 | |
| CAPITAL GAINS DIVIDENDS | P | $8,915 | $8,915 | $8,915 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$32,683 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $11,150 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $786,125 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.014183 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $26,325 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $521,196 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050509 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $19,745 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $443,451 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.044526 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $24,778 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $476,166 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052036 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $19,474 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $333,826 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.058336 | DistributionYr5Rt |
| Total Distribution | 0.219590 | TotalDistributionRt |
| Average Distribution | 0.043918 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,089,005 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $47,827 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $177 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $48,004 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $16,456 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $354 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $354 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $354 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $354 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | STEPHEN C DENZ | IndividualWithBooksNm |
| Phone | 6148902321 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10679 RIDGEVIEW DRIVE | AddressLine1Txt |
| City | WESTERVILLE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43082 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| PATIENCE G DENZ | ||||||||
| 10679 RIDGEVIEW DRIVE | WESTERVILLE | OH | 43082 | PRESIDENT AND DIRECTOR | 0.00 | $0 | $0 | $0 |
| STEPHEN C DENZ | ||||||||
| 10679 RIDGEVIEW DRIVE | WESTERVILLE | OH | 43082 | VICE PRES/SEC/TREAS/DIRECT | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,100,345 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,244 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,105,589 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,105,589 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,584 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,089,005 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $54,450 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $54,450 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $354 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $354 | TotalTaxAmt |
| Distributable Before Adj | $54,096 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $54,096 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $54,096 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $16,456 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $16,456 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $16,456 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $54,096 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $14,903 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $16,456 | QualifyingDistributionsAmt |
| Applied To Year1 | $14,903 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,553 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $52,543 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PATIENCE G DENZ | ContributingManagerNm |
| Contributing Manager | STEPHEN C DENZ | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CAPITAL CITY HOSPICE | |||||||
| 2800 CORPORATE EXCHANGE DR SUITE | 170 | COLUMBUS | OH | 43231 | 501(C)(3) | GENERAL PURPOSES | $1,000 |
| YOUTH SERVICE BUREAU OF ST JOSEPH COUNTY | |||||||
| 2222 LINCOLN WAY WEST | SOUTH BEND | IN | 46628 | 501(C)(3) | GENERAL PURPOSES | $106 | |
| OTTERBEIN UNIVERSITY | |||||||
| 1 SOUTH GROVE STREET | WESTERVILLE | OH | 43081 | 501(C)(3) | GENERAL PURPOSES | $4,700 | |
| ST JAMES EPISCOPAL CHURCH | |||||||
| 3400 CALUMET ST | COLUMBUS | OH | 43214 | 501(C)(3) | GENERAL PURPOSES | $4,250 | |
| THE BRIAN MUHA FOUNDATION | |||||||
| 880 S WAYNE AVENUE | COLUMBUS | OH | 43204 | 501(C)(3) | GENERAL PURPOSES | $3,000 | |
| THE EYES OF FREEDOM | |||||||
| 2561 JADE COURT | GROVE CITY | OH | 43123 | 501(C)(3) | GENERAL PURPOSES | $200 | |
| BOYS AND GIRLS CLUB | |||||||
| 151 GUMTREE ROAD | HILTON HEAD ISLAND | SC | 29925 | 501(C)(3) | GENERAL PURPOSES | $200 | |
| THE CATHOLIC FOUNDATION | |||||||
| 257 EAST BROAD STREET | COLUMBUS | OH | 43215 | 501(C)(3) | GENERAL PURPOSES | $3,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $16,456 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,423 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$32,683 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$8,260 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$8,260 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
| Amt | $0 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB #8401-2546 | StockNm |
| EOY Book Value | $1,017,766 | EOYBookValueAmt |
| EOYFMV | $1,194,536 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROFESSIONAL MANAGEMENT FEES | Desc |
| Revenue And Expenses Per Books | $6,667 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $6,667 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OHIO TAXES | $200 | $0 | $0 |
| FEDERAL TAXES | $783 | $0 | $0 |
| FOREIGN TAXES | $37 | $37 | $0 |