JOHN HENRY ELDRED JR FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization: JOHN HENRY ELDRED JR FOUNDATION (EIN 45-3987947)
Tax period: 2019-01-01 to 2019-12-31
Filed: 2020-11-06
IRS object ID: 202003119349100905
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
Schedule B
Accounting Fees Schedule
Investments Corp Stock Schedule
Other Expenses Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2020-11-06T14:28:35-06:00	ReturnTs
Tax Period End	2019-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	310800053	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	CLARK SCHAEFER HACKETT & CO	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	3166 N REPUBLIC BLVD	AddressLine1Txt
City	TOLEDO	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	43615	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	453987947	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	DOROTHY LOUISE KYLER FOUNDATION INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	DORO	BusinessNameControlTxt
Phone	4198689370	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	P O BOX 820	AddressLine1Txt
City	HOLLAND	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	43528	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	LEE WUNSCHEL	PersonNm
Person Title	DIRECTOR	PersonTitleTxt
Phone	4198689370	PhoneNum
Signature	2020-11-02	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	PATRICIA WERST	PreparerPersonNm
PTIN	P00093014	PTIN
Phone	4198412848	PhoneNum
Preparation	2020-11-02	PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	162.155.224.162	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2020-11-02	IPDt
IP Tm	17:12:47	IPTm
IP Timezone	ES	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	DA39A3EE5E6B4B0D3255BFEF95601890AFD80709	AtSubmissionCreationDeviceId
At Submission Filing Device Id	7D14442136C2B3793174D6EE7D8BCC3418A30BBC	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2019	TaxYr
Build TS	2021-04-22 16:20:28Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$2,842,418	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	$100,000	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$3,543	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$3,543	InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm	$3,543	InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss	$90,747	DividendsRevAndExpnssAmt
Dividends Adj Net Incm	$90,747	DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss	$43,542	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$178,542	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$43,542	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$237,832	TotalRevAndExpnssAmt
Total Net Invst Incm	$47,085	TotalNetInvstIncmAmt
Total Adj Net Incm	$94,290	TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm	$0	CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$0	CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$1,650	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$413	AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm	$0	AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps	$1,237	AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss	$200	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$50	TaxesNetInvstIncmAmt
Taxes Adj Net Incm	$0	TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl	$150	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$743	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$4	OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm	$0	OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl	$739	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$2,593	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$467	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$2,126	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$135,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$135,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$137,593	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$467	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$137,126	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$100,239	ExcessRevenueOverExpensesAmt
Net Investment Income	$46,618	NetInvestmentIncomeAmt
Adjusted Net Income	$94,290	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$2,621	CashBOYAmt
Cash EOY	$46,802	CashEOYAmt
Cash EOYFMV	$46,802	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$279,176	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$99,795	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$100,258	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$2,316,702	CorporateStockBOYAmt
Corporate Stock EOY	$2,574,641	CorporateStockEOYAmt
Corporate Stock EOYFMV	$2,695,358	CorporateStockEOYFMVAmt
Total Assets BOY	$2,598,499	TotalAssetsBOYAmt
Total Assets EOY	$2,721,238	TotalAssetsEOYAmt
Total Assets EOYFMV	$2,842,418	TotalAssetsEOYFMVAmt
Grants Payable EOY	$22,500	GrantsPayableEOYAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$22,500	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	$2,598,499	RetainedEarningBOYAmt
Retained Earning EOY	$2,698,738	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$2,598,499	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$2,698,738	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$2,598,499	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$2,721,238	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$2,598,499	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$100,239	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$2,698,738	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$2,698,738	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MS ACCOUNT# 343068	P	2017-03-13	2019-11-18	$135,000	$135,000	$0	$0
CAPITAL GAINS DIVIDENDS	P			$43,542		$43,542	$43,542

Field	Value	IRS element (for citing)
Capital Gain Net Income	$43,542	CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss	$0	NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	0	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$134,267	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$2,593,616	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.051768	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$161,815	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$2,549,424	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.063471	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$108,810	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$2,295,260	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.047406	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$113,907	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$2,191,902	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.051967	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$134,075	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$2,255,342	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.059448	DistributionYr5Rt
Total Distribution	0.274060	TotalDistributionRt
Average Distribution	0.054812	AverageDistributionRt
Net Vl Noncharitable Assets	$2,674,355	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$146,587	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$466	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$147,053	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$137,126	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$932	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$932	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$932	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$212	EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$212	TotalPaymentsAndCreditsAmt
Es Penalty	$8	EsPenaltyAmt
Tax Due	$728	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	MARY JACOBS	IndividualWithBooksNm
Phone	4198689370	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 820	AddressLine1Txt
City	HOLLAND	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	43528	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 (4 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
JOHN ELDRED JR
PO BOX 820	HOLLAND	OH	43528	DIRECTOR	0.00	$0	$0	$0
JOHN ELDRED III
PO BOX 820	HOLLAND	OH	43528	DIRECTOR	0.00	$0	$0	$0
JAMES ELDRED
PO BOX 820	HOLLAND	OH	43528	DIRECTOR	0.00	$0	$0	$0
MARGARET ELDRED
PO BOX 820	HOLLAND	OH	43528	DIRECTOR	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)
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$2,658,008	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$57,073	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$2,715,081	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$2,715,081	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$40,726	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$2,674,355	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$133,718	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$133,718	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$932	TaxBasedOnInvestmentIncomeAmt
Total Tax	$932	TotalTaxAmt
Distributable Before Adj	$132,786	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$132,786	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$132,786	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$137,126	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$137,126	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$0	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$137,126	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$132,786	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$19,585	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$6,498	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2	$35,420	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$5,538	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$67,041	TotalExcessDistributionCyovAmt
Qualifying Distributions	$137,126	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$132,786	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$4,340	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$71,381	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$19,585	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$51,796	ExcessDistriCyovToNextYrAmt
Excess From Year4	$6,498	ExcessFromYear4Amt
Excess From Year2	$35,420	ExcessFromYear2Amt
Excess From Year1	$5,538	ExcessFromYear1Amt
Excess From Current Year	$4,340	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	JOHN ELDRED JR	ContributingManagerNm
Contributing Manager	JOHN ELDRED III	ContributingManagerNm
Contributing Manager	JAMES ELDRED	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
BETHANY HOUSE
PO BOX 5930	TOLEDO	OH	43613	NONE	PUBLIC	TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION	$10,000
BITIERSWEET FARMS
12660 ARCHBOLD WHITEHOUSE RD	WHITEHOUSE	OH	43571	NONE	PUBLIC	TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION	$2,500
MOMS HOUSE
2505 FRANKLIN AVE	TOLEDO	OH	43610	NONE	PUBLIC	TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION	$10,000
NATURES NURSERY
PO BOX 2395	WHITEHOUSE	OH	43571	NONE	PUBLIC	TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION	$5,000
SALVATION ARMY NORTHWEST OHIO AREA SERVICES
620 NORTH ERIE STREET	TOLEDO	OH	43604	NONE	PUBLIC	TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION	$2,500
WOODBERRY PARK FOUNDATION
5963 WALNUT CIRCLE DR D4	TOLEDO	OH	43615	NONE	PUBLIC	TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION	$2,500
TOLEDO PUBLIC LIBRARY
2325 N MICHIGAN ST	TOLEDO	OH	43604	NONE	PUBLIC	TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION	$75,000
WHITEHOUSE LIBRARY
10651 WATERVILLE ST	WHITEHOUSE	OH	43571	NONE	PUBLIC	TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION	$5,000
BOOKS 4 BUDDIES
PO BOX 268	HOLLAND	OH	43528	NONE	PUBLIC	TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION	$10,000
SUNSHINE COMMUNITIES
7223 MAUME WESTERN RD	MAUMEE	OH	43537	NONE	PUBLIC	TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION	$2,500
LEADING FAMILIES HOME
2283 ASHLAND AVE	TOLEDO	OH	43620	NONE	PUBLIC	TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION	$10,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$135,000	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$3,543	ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$90,747	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$43,542	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$137,832	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$137,832	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

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp (3 entries)

ContributorContributorNum	Address Line1ContributorUSAddress/AddressLine1Txt	CityContributorUSAddress/CityNm	State AbbreviationContributorUSAddress/StateAbbreviationCd	ZIPContributorUSAddress/ZIPCd	Total ContributionsTotalContributionsAmt	Person ContributionPersonContributionInd
JOHN H ELDRED JR
1	7107 PROVIDENCE NEAPOLIS SWANT	SWANTON	OH	43558	$80,000	Yes (X)
JOHN III ASSET HOLDING LLC
2	P O BOX 820	HOLLAND	OH	43528	$10,000	Yes (X)
JAMES ASSET HOLDING LLC
3	P O BOX 820	HOLLAND	OH	43528	$10,000	Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$1,650	Amt
Net Investment Income	$413	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$1,237	DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
MORGAN STANLEY	$2,435,773	$2,511,431
STEADFAST REIT	$138,868	$183,927

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK FEES	$9	$4	$0	$5
POSTAGE	$234	$0	$0	$234
MISCELLANEOUS EXPENSE	$500	$0	$0	$500

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	REGISTRATION FEES	CategoryTxt
Amt	$200	Amt
Net Investment Income	$50	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$150	DisbursementsCharitablePrpsAmt

JOHN HENRY ELDRED JR FOUNDATION: Form 990PF, tax year 2019

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp (3 entries)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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