HARRY C MOORES FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
HARRY C MOORES FOUNDATION (EIN 31-6035344)
Tax period
2023-10-01 to 2024-09-30
Filed
2025-08-27
IRS object ID
202512399349100531
Schema version
2023v6.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-08-27T16:15:31-05:00ReturnTs
Tax Period End2024-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN200562744PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HARRIS BURNETT AREND & SCHMIESING CPASBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1640 ENTERPRISE DR STE AAddressLine1Txt
CityLEWIS CENTERCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43035ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN316035344EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HARRY C MOORES FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHARRBusinessNameControlTxt
Phone6142278884PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1100 SOUTH THIRD STREETAddressLine1Txt
CityCOLUMBUSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP432154236ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES BECHTELPersonNm
Person TitleOFFICERPersonTitleTxt
Phone6142278884PhoneNum
Signature2025-08-27SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANDREW ARENDPreparerPersonNm
PTINP00631697PTIN
Phone6144362727PhoneNum
Preparation2025-08-27PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$39,962,059FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$1,406,448DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,406,448DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$2,723,719CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$13OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$13OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$0OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$1,406,461TotalRevAndExpnssAmt
Total Net Invst Incm$4,130,180TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,825AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,825AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$201,637OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$201,637OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$20,000TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$707OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$707OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$224,169TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$204,169TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,096,910ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,096,910ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,321,079TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$204,169TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$2,096,910TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$914,618ExcessRevenueOverExpensesAmt
Net Investment Income$3,926,011NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$96,833CashBOYAmt
Cash EOY$115,821CashEOYAmt
Cash EOYFMV$115,821CashEOYFMVAmt
Sav And Temp Cash Invst BOY$47,087SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$36,155SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$36,155SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$16,157,004CorporateStockBOYAmt
Corporate Stock EOY$17,477,464CorporateStockEOYAmt
Corporate Stock EOYFMV$30,272,349CorporateStockEOYFMVAmt
Corporate Bonds BOY$9,764,114CorporateBondsBOYAmt
Corporate Bonds EOY$10,244,699CorporateBondsEOYAmt
Corporate Bonds EOYFMV$9,537,734CorporateBondsEOYFMVAmt
Total Assets BOY$26,065,038TotalAssetsBOYAmt
Total Assets EOY$27,874,139TotalAssetsEOYAmt
Total Assets EOYFMV$39,962,059TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$26,065,038CapitalStockBOYAmt
Capital Stock EOY$27,874,139CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$26,065,038TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$27,874,139TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$26,065,038TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$27,874,139TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$26,065,038TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$914,618ExcessRevenueOverExpensesAmt
Other Increases$2,723,719OtherIncreasesAmt
Subtotal$27,874,139SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$27,874,139TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (106 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
BAXTER INTL INC2023-02-132023-11-20$24,985$28,085-$3,100-$3,100
CHEVRON CORP2023-06-212023-11-20$29,020$31,125-$2,105-$2,105
ALPHABET INC CL A2010-08-232024-01-17$42,111$3,500$38,611$38,611
INVESCO QQQ TRUST2022-12-232024-01-17$80,888$53,372$27,516$27,516
ALPHABET INC CL A2010-08-232024-04-01$185,037$14,000$171,037$171,037
APPLE INC2013-03-252024-04-01$158,000$15,333$142,667$142,667
APPLE INC2014-04-112024-04-01$64,294$6,990$57,304$57,304
BANK OF NEW YORK MELLON2010-08-232024-04-01$96,725$41,868$54,857$54,857
BLACKROCK2022-05-232024-04-01$103,598$76,792$26,806$26,806
CARDINAL HEALTH2013-02-062024-04-01$88,675$35,364$53,311$53,311
CARDINAL HEALTH2018-12-262024-04-01$66,506$26,043$40,463$40,463
CATERPILLAR2019-08-272024-04-01$182,591$57,309$125,282$125,282
CHEVRON CORP2020-03-312024-04-01$62,790$29,519$33,271$33,271
CISCO SYS2008-12-032024-04-01$49,982$15,077$34,905$34,905
CISCO SYS2011-03-242024-04-01$29,989$10,421$19,568$19,568
CITIGROUP INC2016-06-302024-04-01$94,574$63,388$31,186$31,186
DISCOVER FINCL SVCS2016-04-012024-04-01$131,115$51,377$79,738$79,738
EASTMAN CHEMICAL2020-03-312024-04-01$54,703$26,324$28,379$28,379
FEDEX CORP2020-03-312024-04-01$114,161$48,614$65,547$65,547
HESS CORP2020-03-312024-04-01$60,635$13,950$46,685$46,685
INTEL CORP2006-03-142024-04-01$58,474$25,727$32,747$32,747
INVESCO QQQ TRUST2022-12-232024-04-01$536,334$320,232$216,102$216,102
JABIL CIRCUIT INC2009-03-132024-04-01$188,425$2,981$185,444$185,444
KNIFE RIV LDG2022-07-132024-04-01$46,206$18,767$27,439$27,439
LOWES CO2000-05-302024-04-01$101,192$4,650$96,542$96,542
MAGNA INTL2016-06-302024-04-01$58,649$38,563$20,086$20,086
MACKESSON CORP2020-08-182024-04-01$133,219$38,945$94,274$94,274
MDU RES GROUP2022-07-132024-04-01$57,649$42,663$14,986$14,986
MERCK & CO2021-06-162024-04-01$130,816$76,849$53,967$53,967
METLIFE INC2020-03-312024-04-01$132,006$56,249$75,757$75,757
MICROSOFT CORP2006-05-242024-04-01$21,379$1,170$20,209$20,209
MICROSOFT CORP2010-08-232024-04-01$203,096$11,594$191,502$191,502
MSC INDL DIRECT CO2020-03-312024-04-01$94,683$54,543$40,140$40,140
ORACLE CORP2021-01-272024-04-01$88,213$43,754$44,459$44,459
PAYPAL HLDGS2009-05-132024-04-01$21,617$3,191$18,426$18,426
PEPSICO2009-08-262024-04-01$70,268$23,111$47,157$47,157
PEPSICO2009-12-182024-04-01$4,392$1,476$2,916$2,916
QUALCOMM INC2016-04-012024-04-01$136,463$38,237$98,226$98,226
RTX CORP2020-08-182024-04-01$116,875$74,953$41,922$41,922
SAP AG2022-07-132024-04-01$157,018$68,766$88,252$88,252
SIEMENS AKTIENGESELLSCHAFT2022-09-022024-04-01$124,175$67,652$56,523$56,523
STARBUCKS CORP2020-06-022024-04-01$82,844$69,722$13,122$13,122
TRAVELERS CO2020-06-022024-04-01$137,068$66,146$70,922$70,922
UNITED AIRLINES2022-03-092024-04-01$115,508$84,962$30,546$30,546
VANGUARD COMMUNICATION SVCS ETF2022-11-032024-04-01$396,036$240,575$155,461$155,461
VANGUARD FTSE EMERGING MKTS2016-06-302024-04-01$105,336$87,743$17,593$17,593
AMGEN INC2023-06-212024-04-01$112,425$91,472$20,953$20,953
DOMINOS PIZZA2023-06-212024-04-01$148,314$97,486$50,828$50,828
GILEAD SCIENCE2023-11-202024-04-01$43,514$45,216-$1,702-$1,702
GILEAD SCIENCE2024-01-172024-04-01$29,009$34,348-$5,339-$5,339
HESS CORP2023-11-202024-04-01$7,579$7,267$312$312
MAGNA INTL2023-04-252024-04-01$31,990$31,583$407$407
SPDR OIL & GAS EQUIP & SERV2024-01-172024-04-01$110,723$92,792$17,931$17,931
AMERICAN ELEC PWR2008-10-212024-01-18$76,456$32,287$44,169$44,169
BOEING CO2012-10-022024-01-18$103,810$35,431$68,379$68,379
STEEL DYNAMICS2010-03-082024-01-18$221,033$36,396$184,637$184,637
LYONDELLBASELL NV CL A2023-04-142024-01-18$91,424$98,705-$7,281-$7,281
GOVERNMENT FUND2015-09-012023-11-07$29,861$29,861$0$0
SEI HIGH YIELD BOND FUND2015-09-012023-11-07$3,027$3,742-$715-$715
EMERGING MRKTS DEBT FUND2015-09-012023-11-07$804$983-$179-$179
SEI OPPORTUNISTIC INC FD-A2015-09-012023-11-07$9,272$9,606-$334-$334
SEI MULTI ASSET REAL RETURN2015-09-012023-11-07$6,261$7,186-$925-$925
SEI LIMITED DURATION BOND2015-09-012023-11-07$10,496$11,086-$590-$590
SEI HIGH YIELD BOND FUND2015-09-012023-11-16$6,105$7,525-$1,420-$1,420
EMERGING MRKTS DEBT FUND2015-09-012023-11-16$2,261$2,731-$470-$470
SEI DYNAMIC ASSET ALLOC FUND2015-09-012023-11-16$6,153$5,096$1,057$1,057
SEI EMERGING MRKTS EQ Q2015-09-012023-11-16$343,012$366,098-$23,086-$23,086
SEI OPPORTUNISTIC INC FD-A2015-09-012023-11-16$1,385,024$1,431,251-$46,227-$46,227
SEI MULTI ASSET REAL RETURN2015-09-012023-11-16$5,822$6,718-$896-$896
GOVERNMENT FUND2015-09-012023-11-17$89,693$89,693$0$0
GOVERNMENT FUND2015-09-012024-02-06$29,173$29,173$0$0
SEI HIGH YIELD BOND FUND2015-09-012024-02-06$399$487-$88-$88
SEI DYNAMIC ASSET ALLOC FUND2015-09-012024-02-06$6,389$5,559$830$830
US MANAGED VOL FUND2015-09-012024-02-06$11,771$14,342-$2,571-$2,571
SEI WORLD EQUITY EX-US FUND2015-09-012024-02-06$2,834$2,864-$30-$30
SEI SMALL/MID CAP EQTY FUND2015-09-012024-02-06$7,781$9,626-$1,845-$1,845
US MANAGED VOL FUND2015-09-012024-04-01$3,311,114$3,744,711-$433,597-$433,597
GOVERNMENT FUND2015-09-012024-04-02$178,839$178,839$0$0
GOVERNMENT FUND2015-09-012024-04-02$457,776$457,776$0$0
GOVERNMENT FUND2015-09-012024-05-02$2,605$2,605$0$0
GOVERNMENT FUND2015-09-012024-05-02$30,197$30,197$0$0
SEI LIMITED DURATION BOND2015-09-012024-05-07$6,130$6,307-$177-$177
SEI CORE FIXED INCOME FUND2015-09-012024-05-07$2,980$3,410-$430-$430
SEI HIGH YIELD BOND FUND2015-09-012024-05-07$1,731$2,097-$366-$366
SEI DYNAMIC ASSET ALLOC FUND2015-09-012024-05-07$4,724$3,885$839$839
EMERGING MRKTS DEBT FUND2015-09-012024-05-07$301$354-$53-$53
SEI MULTI ASSET REAL RETURN2015-09-012024-05-07$2,353$2,673-$320-$320
SEI WORLD EQUITY EX-US FUND2015-09-012024-05-07$4,956$4,697$259$259
SEI SMALL/MID CAP EQTY FUND2015-09-012024-05-07$7,005$8,104-$1,099-$1,099
GOVERNMENT FUND2015-09-012024-08-06$34,707$34,707$0$0
SEI CORE FIXED INCOME FUND2015-09-012024-08-06$26,699$29,198-$2,499-$2,499
SEI HIGH YIELD BOND FUND2015-09-012024-08-06$614$743-$129-$129
SEI DYNAMIC ASSET ALLOC FUND2015-09-012024-08-06$2,354$1,972$382$382
SEI LIMITED DURATION BOND2015-09-012024-08-06$530$537-$7-$7
SEI SMALL/MID CAP EQTY FUND2015-09-012024-08-06$4,492$5,257-$765-$765
SEI CORE FIXED INCOME FUND2015-09-012024-08-26$237,034$258,648-$21,614-$21,614
SEI HIGH YIELD BOND FUND2015-09-012024-08-26$26,419$31,472-$5,053-$5,053
EMERGING MRKTS DEBT FUND2015-09-012024-08-26$29,057$32,930-$3,873-$3,873
SEI DYNAMIC ASSET ALLOC FUND2015-09-012024-08-26$85,438$65,350$20,088$20,088
SEI WORLD EQUITY EX-US FUND2015-09-012024-08-26$140,209$125,223$14,986$14,986
SEI MULTI ASSET REAL RETURN2015-09-012024-08-26$21,960$24,612-$2,652-$2,652
SEI LIMITED DURATION BOND2015-09-012024-08-26$92,017$93,183-$1,166-$1,166
SEI SMALL/MID CAP EQTY FUND2015-09-012024-08-26$88,226$95,680-$7,454-$7,454
SEI US EQUITY FCTR ALLOC2015-09-012024-08-26$591,141$556,539$34,602$34,602
GOVERNMENT FUND2015-09-012024-08-26$54$54$0$0
MORGAN STANLEY #136091 - RETURN OF CAPITAL2015-09-012024-09-30$11,364$11,364$11,364
FieldValueIRS element (for citing)
Capital Gain Net Income$2,723,719CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$70,904NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$54,572InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$54,572SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$54,572TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$39,017EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$39,017TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$907EsPenaltyAmt
Tax Due$16,462TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateOHOrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen0Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1DONNA HARTLEYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6142278884PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1100 SOUTH THIRD STREETAddressLine1Txt
CityCOLUMBUSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43215ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DAVID FENNER
100 SOUTH THIRD STCOLUMBUSOH43215CHAIR8.00$0$0$0
ROBERT WISEMAN
100 SOUTH THIRD STCOLUMBUSOH43215SECRETARY2.00$0$0$0
JIM FLYNN
100 SOUTH THIRD STCOLUMBUSOH43215TREASURER2.00$0$0$0
JAMES BECHTEL
100 SOUTH THIRD STCOLUMBUSOH43215TRUSTEE1.00$0$0$0
KRISTEN SYDNEY
100 SOUTH THIRD STCOLUMBUSOH43215TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
SEI PRIVATE TRUST CO
1 FREEDOM VALLEY DROAKSPA19456INVESTMENT ADVISORY FEES$123,938
BRICKER GRAYDON
100 SOUTH THIRD STCOLUMBUSOH43215ADMINSTRATION SERVICES$58,493
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1GRANTS TO CHARITABLE GROUPS IN CENTRAL OHIO AND THE SURROUNDING AREA.Description1Txt
Expenses1$2,096,910Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$39,931,332AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$309,439AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$40,240,771TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$40,240,771AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$603,612CashDeemedCharitableAmt
Net Vl Noncharitable Assets$39,637,159NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,981,858MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,981,858MinimumInvestmentReturnAmt
Tax Based On Investment Income$54,572TaxBasedOnInvestmentIncomeAmt
Total Tax$54,572TotalTaxAmt
Distributable Before Adj$1,927,286DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,927,286DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,927,286DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,096,910ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,096,910QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,927,286DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$394,394ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$418,920ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$147,959ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$173,341ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,134,614TotalExcessDistributionCyovAmt
Qualifying Distributions$2,096,910QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,927,286AppliedToCurrentYearAmt
Remaining Distri From Corpus$169,624RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,304,238TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$394,394ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$909,844ExcessDistriCyovToNextYrAmt
Excess From Year4$418,920ExcessFromYear4Amt
Excess From Year3$147,959ExcessFromYear3Amt
Excess From Year1$173,341ExcessFromYear1Amt
Excess From Current Year$169,624ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonMS DONNA HARTLEYRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1100 SOUTH THIRD STREETAddressLine1Txt
CityCOLUMBUSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43215ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6142278884RecipientPhoneNum
Form And Info And MaterialsDETAIL IS AVAILABLE THROUGH THE GRANT APPLICATION INSTRUCTIONS WHICH CAN BE OBTAINED UPON REQUEST.FormAndInfoAndMaterialsTxt
Submission DeadlinesJUNE 1 FOR GRANTS MADE IN AUGUST/SEPTEMBERSubmissionDeadlinesTxt
Restrictions On AwardsGRANTS ARE NOT MADE TO INDIVIDUALS OR PRIVATE FOUNDATIONS.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (162 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
A KID AGAIN
281 CRAMER CREEK COURTDUBLINOH43017N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$10,000
ADVOCACY & PROTECTIVE SERVICES
4110 N HIGH STCOLUMBUSOH43214N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$5,000
ADVOCATING OPPORTUNITY
61 JEFFERSON AVECOLUMBUSOH43215N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$8,000
ALS UNITED OHIO
1170 OLD HENDERSON RDCOLUMBUSOH43220N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$15,000
AMERICAN CANCER SOCIETY
PO BOX 1981CLEVELANDOH44106N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$10,000
AMERICAN RED CROSS
995 E BROAD STCOLUMBUSOH43205N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$4,000
ANDREWS HOUSE
39 W WINTER STDELAWAREOH43015N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$10,000
ART POSSIBLE OHIO
77 SOUTH HIGH STREETCOLUMBUSOH43215N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$6,000
ARTHRITIS FOUNDATION
3740 RIDGE MILL DRHILLIARDOH43026N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$10,000
AT HOME BY HIGH
692 NORTH HIGH STCOLUMBUSOH43215N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$10,000
BALLETMET
322 MT VERNON AVECOLUMBUSOH43215N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$10,000
BEXLEY UNITED METHODIST CHURCH
2657 EAST BROAD STREETBEXLEYOH43209N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$12,000
BIG BROTHERS BIG SISTERS OF CENTRAL OHIO
1855 E DUBLIN GRANVILLE RDCOLUMBUSOH43229N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$20,000
BOYS AND GIRLS CLUBS OF COLUMBUS
1000 CLEVELAND AVECOLUMBUSOH43201N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$20,000
BRIDGEWAY ACADEMY
1350 ALUM CREEK DRCOLUMBUSOH43209N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$13,000
CANCER SUPPORT COMMUNITY CENTRAL OHIO
1200 OLD HENDERSON RDCOLUMBUSOH43220N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$20,000
CANINE COMPANIONS FOR INDEPENDENCE
7480 NEW ALBANY CONDIT RDNEW ALBANYOH43054N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$15,000
CATHOLIC SOCIAL SERVICES
197 E GAY STCOLUMBUSOH43215N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$15,000
CENTER FOR HEALTHY FAMILIES
500 S FRONT STCOLUMBUSOH43215N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$12,500
CENTRAL COMMUNITY HOUSE
1150 E MAIN STCOLUMBUSOH43205N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$12,500
CENTRAL OHIO DIABETES ASSOCIATION
1699 W MOUND STCOLUMBUSOH43223N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$16,000
CENTRAL OHIO FELLOWSHIP OF CHRISTIAN ATHLETES
565 METRO PL SDUBLINOH43017N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$5,000
CENTRAL OHIO YOUTH FOR CHRIST
5000 ARLINGTON CENTRE BLVDCOLUMBUSOH43220N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$20,000
CHARITABLE PHARMACY OF CENTRAL OHIO
200 E LIVINGSTON AVECOLUMBUSOH43215N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$15,000
CHILDHOOD LEAGUE CENTER
674 CLEVELAND AVECOLUMBUSOH43215N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$20,000
CHILDRENS HUNGER ALLIANCE (ECN)
1105 SCHROCK AVECOLUMBUSOH43240N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$20,000
CHILDRENS HUNGER ALLIANCE (NCH)
1105 SCHROCK AVECOLUMBUSOH43240N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$16,500
CHRIST CHILD SOCIETY OF COLUMBUS
PO BOX 340091COLUMBUSOH43234N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$10,000
CITY YEAR COLUMBUS
350 E 1ST AVE STE 250COLUMBUSOH43201N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$10,000
CLINTONVILLE BEECHWOLD CRC
3222 N HIGH STCOLUMBUSOH43202N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$15,000
COLLEGE MENTORS FOR KIDS
6081 E 82ND STINDIANAPOLISIN46250N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$10,000
COLUMBUS ASSOCIATION FOR THE PERFORMING ARTS
55 E STATE STCOLUMBUSOH43215N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$6,000
COLUMBUS COUNCIL ON WORLD AFFAIRS
51 JEFFERSON AVECOLUMBUSOH43215N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$3,000
COLUMBUS EARLY LEARNING CENTERS
1611 OLD LEONARD AVECOLUMBUSOH43219N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$15,000
COLUMBUS LITERACY COUNCIL
5825 CHANTY DRCOLUMBUSOH43232N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$12,000
COLUMBUS MUSEUM OF ART
480 EAST BROAD STREETCOLUMBUSOH43215N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$7,000
COLUMBUS SPEECH & HEARING CENTER
510 E NORTH BROADWAY STCOLUMBUSOH43214N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$15,000
COLUMBUS SYMPHONY ORCHESTRA
55 E STATE STCOLUMBUSOH43215N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$4,000
COLUMBUS WORKS
PO BOX 360356COLUMBUSOH43236N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$15,000
COMMUNITIES IN SCHOOLS OF OHIO
6500 BUSCH BLVDCOLUMBUSOH43229N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$12,500
COMMUNITY DEVELOPMENT FOR ALL PEOPLE
946 PARSONS AVECOLUMBUSOH43206N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$20,000
COMMUNITY FOR NEW DIRECTIONS
993 E MAIN STCOLUMBUSOH43205N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$8,000
COMMUNITY HOUSING NETWORK
1680 WATERMARK DRCOLUMBUSOH43215N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$15,000
COMMUNITY KITCHEN
640 S OHIO AVECOLUMBUSOH43204N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$20,000
COMMUNITY OF HOLY ROSARY & ST JOHN THE EVANGELIST CHURCH
648 S OHIO AVECOLUMBUSOH43205N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$12,500
COMMUNITY SHELTER BOARD
355 E CAMPUS VIEW BLVDCOLUMBUSOH43235N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$20,000
CONCRETE ORKIDZ FOUNDATION
351 SAINT CLAIR AVECOLUMBUSOH43203N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$6,500
CONTEMPORARY THEATRE OF OHIO
55 E STATE STCOLUMBUSOH43215N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$10,000
CORNERSTONE OF HOPE
253 N STATE STWESTERVILLEOH43081N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$5,000
COSI COLUMBUS
333 W BROAD STCOLUMBUSOH43215N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$10,000
CRISTO REY COLUMBUS HIGH SCHOOL
400 E TOWN STCOLUMBUSOH43215N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$18,000
DEAF INITIATIVES INC
563 S DAWSON AVECOLUMBUSOH43209N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$12,000
DIRECTIONS FOR YOUTH AND FAMILIES
1515 INDIANOLA AVENEUCOLUMBUSOH43201N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$12,000
DOWN SYNDROME ASSOCIATION OF CENTRAL OHIO
510 EAST NORTH BROADWAYCOLUMBUSOH43214N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$10,000
DRESS FOR SUCCESS COLUMBUS
1204 N HIGH STCOLUMBUSOH43201N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$16,000
EASTER SEALS CENTRAL AND SOUTHEAST OHIO
3830 TRUEMAN CTHILLIARDOH43026N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$8,500
EPILEPSY ALLIANCE OHIO
895 CENTRAL AVECINCINNATIOH45202N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$10,000
EVANS SCHOLARS FOUNDATION
2501 PATRIOT BLVDGLENVIEWIL60026N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$5,000
EXPANDING VISIONS FOUNDATIONS
845 CLAYCRAFT RDGAHANNAOH43230N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$7,000
FAITH MISSION
1105 SCHROCK AVECOLUMBUSOH43229N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$20,000
FAMILIES FLOURISH
633 PARSONS AVECOLUMBUSOH43206N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$14,500
FEED THE KIDS COLUMBUS
7147 WILTON LOOPDUBLINOH43017N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$13,000
FESTA
PO BOX 421HILLIARDOH43026N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$10,000
FLYING HORSE FARMS
5260 STATE ROUTE 95MT GILEADOH43338N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$15,000
FRANKLIN COUNTY 4-H ADVISORY COMMITTEE
2548 CARMACK RDCOLUMBUSOH43210N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$7,000
FRANKLINTON FARMS
867 W TOWN STCOLUMBUSOH43222N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$12,000
FRANKLINTON RISING
5653 TRUEMAN BLVDHILLIARDOH43026N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$20,000
FRIENDS OF CASA
7652 SAWMILL RDDUBLINOH43016N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$15,000
FURNITURE BANK OF CENTRAL OHIO
118 S YALE AVECOLUMBUSOH43222N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$25,000
GIRL SCOUTS OF OHIO'S HEARTLAND
1700 WATERMARK DRCOLUMBUSOH43215N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$17,500
GIRLS ON TH RUN
1145L CHESAPEAKE AVECOLUMBUSOH43212N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$5,000
GLADDEN COMMUNITY HOUSE
183 HAWKES AVECOLUMBUSOH43223N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$15,000
GODMAN GUILD ASSOCIATION
PO BOX 8100COLUMBUSOH43201N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$15,000
GOOD NEIGHBORS OF CENTRAL OHIO
PO BOX 16311COLUMBUSOH43216N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$5,000
GRANGE AUDUBON CENTER
505 W WHITTIER STCOLUMBUSOH43215N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$5,000
GREATER COLUMBUS YOUNG LIVES
1200 CHAMBERS RDCOLUMBUSOH43212N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$8,500
HABITAT FOR HUMANITY - MID OHIO
6665 BUSCH BLVDCOLUMBUSOH43229N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$20,000
HARAMBEE CHRISTIAN SCHOOL
1000 BONHAM AVECOLUMBUSOH43211N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$14,500
HARDY CENTER
4593 CHARLESFIELD DRCOLUMBUSOH43230N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$20,000
HEINZERLING COMMUNITY
1800 HEINZERLING DRCOLUMBUSOH43223N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$20,000
HELPING HANDS HEALTH & WELLNESS
5100 KARL RDCOLUMBUSOH43229N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$12,500
HIGHLAND YOUTH GARDEN
106 SOUTH WHEATLAND AVENEUCOLUMBUSOH43204N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$10,000
HOME FOR FAMILIES
727 EAST MAIN STREETCOLUMBUSOH43205N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$20,000
HOMEPORT
3443 AGLER RDCOLUMBUSOH43219N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$20,000
HOMES ON THE HILL COMMUNITY DEVELOPMENT CORP
3659 SOLDANO BLVDCENTERBURGOH43228N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$10,000
HOSPICE OF CENTRAL OHIO
2269 CHERRY VALLEY RDNEWARKOH43055N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$10,000
HUCKLEBERRY HOUSE
1421 HAMLET STCOLUMBUSOH43201N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$20,000
I AM BOUNDLESS
445 E DUBLIN GRANVILLE RDWORTHINGTONOH43085N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$10,000
IAMSTONEFOLTZ FOUNDATION
1592 HOGBACK RDDELAWAREOH43074N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$6,000
JEWISH FAMILY SERVICES
1070 COLLEGE AVENUECOLUMBUSOH43209N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$6,500
JOSEPHS COAT OF CENTRAL OHIO
7500 E MAIN STREYNOLDSBURGOH43068N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$8,000
JUNIOR ACHIEVEMENT OF CENTRAL OHIO
68 E 2ND AVECOLUMBUSOH43201N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$15,000
JUVENILE DIABETES RESEARCH FOUNDATION
8035 HOSBROOK RDCINCINNATIOH45236N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$8,000
KAREN WELLINGTON FOUNDATION
3825 EDWARDS RDCINCINNATIOH45209N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$10,000
LAW AND LEADERSHIP INSTITUTE
303 E BROAD STCOLUMBUSOH43215N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$10,000
LEADERSHIP COLUMBUS
37 WEST BROAD STREETCOLUMBUSOH43215N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$4,000
LEADERSHIP OHIO
450 NORTH BRICE ROADBLACKLICKOH43004N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$3,500
LIFECARE ALLIANCE - CANCER SERVICES
1699 W MOUND STCOLUMBUSOH43223N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$25,000
LIFECARE ALLIANCE - HIVAIDS NUTRITIONAL SUPPORT
1699 W MOUND STCOLUMBUSOH43223N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$20,000
LINCOLN THEATRE ASSOCIATION
55 E STATE STCOLUMBUSOH43215N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$5,000
LOCAL MATTERS
633 PARSONS AVECOLUMBUSOH43206N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$17,500
LOWER LIGHTS MINISTRIES (CHILD ENRICHMENT CENTER)
1066 BELLOWS AVECOLUMBUSOH43223N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$10,000
LSS - 211 CENTRAL OHIO
1105 SCHROCK ROADCOLUMBUSOH43229N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$10,000
LSS FOOD PANTRIES
1105 SCHROCK AVECOLUMBUSOH43229N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$25,000
LUTHERAN SOCIAL SERVICES - CHOICES
1105 SCHROCK AVECOLUMBUSOH43229N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$20,000
MARBURN ACADEMY
9555 JOHNSTOWN RDNEW ALBANYOH43054N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$20,000
MARMON VALLEY MINISTRIES
7754 ST RT 292ZANESFIELDOH43360N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$2,000
MASH PANTRY AND RESOURCE CENTER
648 CLYMER RDMARYSVILLEOH43040N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$10,500
MEALS ON WHEELS UNDER 60
1699 W MOUND STCOLUMBUSOH43223N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$30,000
MENTAL HEALTH AMERICA OF OHIO
2323 W 5TH AVECOLUMBUSOH43204N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$11,000
METHODIST THEOLOGICAL SCHOOL IN OHIO
3081 COLUMBUS PIKECOLUMBUSOH43015N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$25,000
MID-OHIO FOOD COLLECTIVE
3960 BROOKHAM DRCOLUMBUSOH43123N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$35,000
MOMENTUM-EXCELLENCE INC
538 E TOWN STCOLUMBUSOH43215N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$6,000
MOUNT CARMEL HEALTH SYSTEM FOUNDATIONS
3100 EASTON SQR PLCCOLUMBUSOH43219N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$20,000
MUSIC COLUMBUS
277 W NATIONWIDE BLVDCOLUMBUSOH43215N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$7,000
NATIONAL CHURCH RESIDENCES FOUNDATION
2335 N BANK DRCOLUMBUSOH43220N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$27,500
NEIGHBORHOOD SERVICES INC
1950 NORTH 4TH STREETCOLUMBUSOH43201N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$25,000
NEW DIRECTIONS CAREER CENTER
2760 AIRPORT DRCOLUMBUSOH43219N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$22,500
NEWSREEL MAGAZINE
5 E LONG STCOLUMBUSOH43215N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$20,000
OAKSTONE ACADEMY
900 CLUB DRWESTERVILLEOH43081N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$10,000
OHIO DESIGNER CRAFTSMAN
1665 W FIFTH AVECOLUMBUSOH43212N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$4,000
OHIO ENERGY PROJECT
PO BOX 1130WORTHINGTONOH43085N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$7,500
OHIO FEDERATION FOR HEALTH EQUITY AND SOCIAL JUSTICE
332 HAMILTON AVECOLUMBUSOH43203N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$7,500
OHIO GUIDESTONE
195 N GRANT AVECOLUMBUSOH43215N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$15,000
OHIO HEALTH FOUNDATION
3430 OHIOHEALTH PKWYCOLUMBUSOH43202N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$25,000
OHIO HISPANIC COALITION
1535 BETHEL RDCOLUMBUSOH43220N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$14,000
OHIO HISTORY CONNECTION
800 E 17TH AVECOLUMBUSOH43211N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$7,500
OHIO LIVING HOSPICE
9200 WORTHINGTON RDWESTERVILLEOH43082N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$12,000
OHIOANA LIBRARY ASSOCIATION
274 E FIRST AVECOLUMBUSOH43201N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$10,000
PARTNERSHIPS FOR AUTHENTIC LEARNING & LEADERSHIP
1930 CONCORD RDCOLUMBUSOH43212N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$15,000
PBJ CONNECTIONS
9734 JUG STPATASKALAOH43062N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$15,000
PINK RIBBON GOOD
350 HULS DRCLAYTONOH45315N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$15,000
PREVENT BLINDNESS
1500 W 3RD AVECOLUMBUSOH43212N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$11,500
PROVIDENCE FOUNDATION
5252 TAMARACK CIRCLE ECOLUMBUSOH43229N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$8,000
RACHELS HOUSE
1066 BELLOWS AVECOLUMBUSOH43223N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$15,000
RECREATION UNLIMITED FOUNDATION
7700 PIPER RDASHLEYOH43003N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$10,000
REFUGE INC
PO BOX 163173COLUMBUSOH43216N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$15,000
RONALD MCDONALD HOUSE CHARITIES OF CENTRAL OHIO
711 E LIVINGSTON AVECOLUMBUSOH43205N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$25,000
RULING OUR EXPERIENCES
1335 DUBLIN RDCOLUMBUSOH43215N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$16,000
SALVATION ARMY CENTRAL OHIO
966 EAST MAIN STREETCOLUMBUSOH43205N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$28,000
SANCTUARY NIGHT
1195 SULLIVANT AVECOLUMBUSOH43223N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$20,410
SECOND & 7 FOUNDATION
7949 NORTH HIGH STREETCOLUMBUSOH43235N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$10,000
SEE KIDS DREAM
PO BOX 341645COLUMBUSOH43234N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$12,000
SEEDS OF CARING
355 E CAMPUS VIEW BLVDCOLUMBUSOH43235N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$5,000
SHADOWBOX LIVE
503 SOUTH FRONT STREETCOLUMBUSOH43215N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$6,000
SHANE CENTER FOR THERAPEUTIC HORSEMANSHIP
7908 MYERS RDCENTERBURGOH43011N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$7,500
SHE HAS A NAME
605 N HIGH STCOLUMBUSOH43215N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$10,000
SIMON KENTON COUNCIL BOY SCOUTS
807 KINNEAR RDCOLUMBUSOH43212N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$15,000
SKILLS USA OHIO
2550 CORPORATE EXCHANGE DRCOLUMBUSOH43231N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$8,500
ST STEPHENS COMMUNITY HOUSE
1500 E 17TH AVECOLUMBUSOH43219N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$5,000
STUDENT SUCCESS STORES
PO BOX 14136COLUMBUSOH43214N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$10,000
TECH CORPS OHIO
6600 BUSCH BLVDCOLUMBUSOH43229N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$9,000
THE BREATHING ASSOCIATION
741 E BROAD STCOLUMBUSOH43205N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$10,000
THRIVING BEYOND BREAST CANCER
282 CRESTVIEW RDCOLUMBUSOH43202N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$7,500
UNION COLLEGE
310 COLLEGE STBARBOURVILLEKY40906N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$12,500
UNITED CHURCH HOMES
8000 RAVINES EDGE CTCOLUMBUSOH43235N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$5,000
UNITED SCHOOLS NETWORK
1469 E MAIN STCOLUMBUSOH43205N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$10,000
WESTERVILLE AREA RESOURCE MINISTRY
150 HEATHERDOWN DRWESTERVILLEOH43081N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$15,000
WILLOW RIDGE THERAPEUTIC RIDING FACILITY
9302 BROCK RDPLAIN CITYOH43064N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$2,500
WOSU PUBLIC MEDIA OF WOSU
1800 N PEARL STCOLUMBUSOH43201N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$5,000
YMCA OF CENTRAL OHIO
1907 LEONARD AVECOLUMBUSOH43219N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$20,000
YWCA COLUMBUS
65 S 4TH STCOLUMBUSOH43215N/A501(C)(3) ORGANIZATIGENERAL OPERATIONS$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,096,910TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,406,448ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$13ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,406,461ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,406,461TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,825Amt
Net Investment Income$1,825NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationFORM 990PF IS NOT REQUIRED TO BE FILED WITH OHIO ATTORNEY GENERAL'S OFFICEExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondSEI #338BondNm
EOY Book Value$10,244,699EOYBookValueAmt
EOYFMV$9,537,734EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MORGAN STANLEY #136091$6,741,196$17,025,362
SEI #338$10,736,268$13,246,987

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK FEES$66$66$0$0
STATE FILING FEES$200$200$0$0
OFFICE SUPPLIES$441$441$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescSETTLEMENT GRANTSDesc
Revenue And Expenses Per Books$13RevenueAndExpensesPerBooksAmt
Net Investment Income$13NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescCAPITAL GAIN INCOMEDesc
Amt$2,723,719Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MORGAN STANLEY INVESTMENT MANAGEMENT FEES$19,206$19,206$0$0
SEI INVESTMENT MANAGEMENT FEES$123,938$123,938$0$0
ADMINISTRATION FEES$58,493$58,493$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL INCOME TAXCategoryTxt
Amt$20,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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