ONEILL FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ONEILL FOUNDATION (EIN 31-1530980)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-13
- IRS object ID
- 202003189349102330
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-13T13:16:23-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 310829879 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILSON SHANNON & SNOW INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 WEST LOCUST STREET | AddressLine1Txt |
| City | NEWARK | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43055 | 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 | 311530980 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE O'NEILL FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O ROBERT O'NEILL | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ONEI | BusinessNameControlTxt |
| Phone | 7405222151 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1499 WEST MAIN STREET | AddressLine1Txt |
| City | NEWARK | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43055 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT E O'NEILL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7405222151 | PhoneNum |
| Signature | 2020-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TIMOTHY S SOLT CPA | PreparerPersonNm |
| PTIN | P00055832 | PTIN |
| Phone | 7403456611 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.140.181.87 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-12 | IPDt |
| IP Tm | 08:22:44 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8F48C3EEF740328BD77A4A47E28142AC90688E35 | 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 | $2,689,312 | 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 |
| Dividends Rev And Expnss | $63,685 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $63,685 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $71,934 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $158,796 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $71,934 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $235,619 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $135,619 | 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 |
| Accounting Fees Rev And Expnss | $5,133 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,133 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,561 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,561 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,504 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $200 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,398 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,565 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,133 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $70,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $70,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $82,398 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,565 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $75,133 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $153,221 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $132,054 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $137,557 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $195,280 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $195,280 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $132 | AcctRcvblBOYAmt |
| Corporate Stock BOY | $942,744 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,033,951 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,159,564 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $299,278 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $303,701 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $334,468 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,379,711 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,532,932 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,689,312 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,379,711 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,532,932 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,379,711 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,532,932 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,379,711 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,532,932 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,379,711 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $153,221 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,532,932 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,532,932 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (20 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 16 SHS WABTEC CORP | 2019-03-01 | 2019-03-12 | $1,157 | $1,249 | -$92 | -$92 |
| 50 SHS AMERICAN EXPRESS | 2018-05-14 | 2019-10-30 | $5,904 | $5,065 | $839 | $839 |
| 48 SHS CHUBB LTD | 2016-03-15 | 2019-03-12 | $6,431 | $5,737 | $694 | $694 |
| 350 COCA-COLA COMPANY | 1997-05-13 | 2019-04-23 | $16,930 | $3,323 | $13,607 | $13,607 |
| .33 SHS CORTEVA INC | 2016-12-27 | 2019-06-10 | $9 | $5 | $4 | $4 |
| 27.17 SHS DOW INC | 2016-12-27 | 2019-07-16 | $1,421 | $1,387 | $34 | $34 |
| .33 SHS DUPONT | 2016-12-27 | 2019-06-10 | $25 | $37 | -$12 | -$12 |
| 200 SHS GENERAL MOTORS | 2016-10-18 | 2019-11-01 | $7,599 | $6,256 | $1,343 | $1,343 |
| 200 SHS GENERAL MOTORS | 2016-10-18 | 2019-07-18 | $7,834 | $6,256 | $1,578 | $1,578 |
| 650 SHS GENERAL MOTORS | 2016-10-18 | 2019-03-12 | $25,097 | $20,333 | $4,764 | $4,764 |
| 125 SHS INTEL CORPORATION | 1997-05-13 | 2019-04-24 | $7,353 | $377 | $6,976 | $6,976 |
| 185 SHS IBM | 1997-05-01 | 2019-03-12 | $25,504 | $2,131 | $23,373 | $23,373 |
| 165 SHS MERCK | 2016-12-27 | 2019-05-31 | $13,072 | $9,869 | $3,203 | $3,203 |
| 35 SHS MICROSOFT | 1994-12-15 | 2019-10-30 | $5,061 | $139 | $4,922 | $4,922 |
| 65 SHS MICROSOFT | 1994-12-15 | 2019-04-24 | $8,118 | $258 | $7,860 | $7,860 |
| 100 SHS SYSCO CORPORATION | 2016-12-27 | 2019-07-18 | $7,181 | $5,650 | $1,531 | $1,531 |
| 175 SHS TARGET | 2015-09-22 | 2019-04-24 | $14,487 | $13,587 | $900 | $900 |
| .11 SHS WABTEC CORP | 2019-03-01 | 2019-03-06 | $8 | $9 | -$1 | -$1 |
| 106.83 SHS DOW INC | 2015-03-17 | 2019-07-16 | $5,586 | $5,177 | $409 | $409 |
| .33 SHS DOW INC | 2016-12-27 | 2019-04-10 | $19 | $17 | $2 | $2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $71,934 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $292,944 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,236,348 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.130992 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $97,185 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,262,013 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.042964 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $105,270 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,096,628 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050209 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $106,854 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,194,151 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048699 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $79,316 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,133,969 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.037168 | DistributionYr5Rt |
| Total Distribution | 0.310032 | TotalDistributionRt |
| Average Distribution | 0.062006 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,291,743 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $142,102 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,321 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $143,423 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $75,133 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,641 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,641 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,641 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,461 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,461 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $820 | OverpaymentAmt |
| Applied To ES Tax | $820 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (1) | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT E O'NEILL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7405222151 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1499 W MAIN STREET | AddressLine1Txt |
| City | NEWARK | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43055 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT E O'NEILL | ||||||||
| 1499 WEST MAIN STREET | NEWARK | OH | 43055 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| THOMAS M CUMMISKEY | ||||||||
| 1499 WEST MAIN STREET | NEWARK | OH | 43055 | TREASURER | 1.00 | $0 | $0 | $0 |
| ALEXA ROBINSON-O'NEILL | ||||||||
| 1499 WEST MAIN STREET | NEWARK | OH | 43055 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ALEX O'NEILL | ||||||||
| 1499 WEST MAIN STREET | NEWARK | OH | 43055 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ELLEN O'NEILL | ||||||||
| 1499 WEST MAIN STREET | NEWARK | OH | 43055 | TRUSTEE | 1.00 | $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 | $2,326,643 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,326,643 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,326,643 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $34,900 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,291,743 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $114,587 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $114,587 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,641 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,641 | TotalTaxAmt |
| Distributable Before Adj | $111,946 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $111,946 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $111,946 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $75,133 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $75,133 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $75,133 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $111,946 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $76,112 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $76,112 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $75,133 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $75,133 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $36,813 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $36,813 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $39,299 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $39,299 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $39,299 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CENTER FOR DISABILITY SERVICES | ||||||||
| 667 HOPEWELL DRIVE | HEATH | OH | 43056 | NONE | PC | IMPROVE LIVES OF THOSE WITH DEVELOPMENTAL DISABILITIES | $5,000 | |
| COLUMBUS COUNCIL ON WORLD AFFAIRS | ||||||||
| 51 JEFFERON AVE | COLUMBUS | OH | 43215 | NONE | PC | GLOBAL AWARENESS | $1,000 | |
| GRANVILLE RECREATION DISTRICT | ||||||||
| 130 N GRANGER ST PO BOX 483 | GRANVILLE | OH | 43023 | NONE | PC | WILDWOOD PLAYGROUND RENOVATION PROJECT | $5,000 | |
| HABITAT FOR HUMANITY - MIDOHIO | ||||||||
| 3140 WESTERVILLE ROAD | COLUMBUS | OH | 43224 | NONE | PC | HOUSING FOR THE NEEDY | $10,000 | |
| LICKING COUNTY COALITION FOR HOUSING | ||||||||
| 23 SOUTH PARK PLACE SUITE 200 PO | NEWARK | OH | 43055 | NONE | PC | PROVIDE HOUSING FOR HOMELESS | $1,000 | BOX 613 |
| LICKING COUNTY LIBRARY | ||||||||
| 101 WEST MAIN STREET | NEWARK | OH | 43055 | NONE | PC | PUBLIC LIBRARY | $2,000 | |
| NAIOP RESEARCH FOUNDATION INC | ||||||||
| 2201 COOPERATIVE WAY NO 300 | HERNDON | VA | 20171 | NONE | PC | RESEARCH RELATED TO COMMUNITY DEVELOPMENT | $5,000 | |
| PELOTONIA | ||||||||
| 351 W NATIONWIDE BLVD | COLUMBUS | OH | 43215 | NONE | PC | CANCER RESEARCH | $1,500 | |
| THE WORKS | ||||||||
| 55 S 1ST STREET | NEWARK | OH | 43055 | NONE | PC | TO HELP FUND THE NEW STEM CENTER | $5,000 | |
| UNITED WAY OF LICKING COUNTY | ||||||||
| PO BOX 4490 | NEWARK | OH | 43058 | NONE | PC | COMMUNITY PROGRAMS | $5,000 | |
| BOYS & GIRLS CLUB OF NEWARK | ||||||||
| PO BOX 271 | NEWARK | OH | 430580271 | NONE | PC | COMMUNITY PROGRAMS FOR YOUTHS | $5,000 | |
| PAR EXCELLENCE LEARNING CENTER | ||||||||
| 1350 GRANVILLE RD | NEWARK | OH | 43055 | NONE | PC | PROVIDE EDUCATION ASSISTANCE FOR THOSE IN NEED | $10,000 | |
| OHIO STATE NEWARK CAMPUS | ||||||||
| 1179 UNIVERSITY DR | NEWARK | OH | 43055 | NONE | PC | PROVIDE EDUCATION ASSISTANCE FOR THOSE IN NEED | $10,000 | |
| NEWARK ROTARY CLUB FOUNDATION | ||||||||
| PO BOX 145 | NEWARK | OH | 430580145 | NONE | PC | TO ENHANCE COMMUNITIES AND IMPROVING LIVES ACROSS THE WORLD | $1,000 | |
| GRANVILLE ATHLETIC COMPLEX | ||||||||
| 126 NORTH PROSPECT ST | GRANVILLE | OH | 43023 | NONE | PC | CAPITAL IMPROVEMENTS | $2,500 | |
| MENTAL HEALTH AMERICA OF LICKING COUNTY | ||||||||
| 65 MESSIMER DR | NEWARK | OH | 43055 | NONE | PC | TO EDUCATE THE COMMUNITY ON ASPECTS OF MENTAL HEALTH | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $70,000 | 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 | $63,685 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $71,934 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $135,619 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $135,619 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHGATE COMPANY LIMITED PARTNERSHIP | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 397 | AddressLine1Txt |
| City | NEWARK | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 430580397 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $100,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,133 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,133 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (45 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MICROSOFT CORP. | $4,772 | $189,240 |
| COCA COLA COMPANY | $4,747 | $27,675 |
| GENERAL ELECTRIC | $21,389 | $45,756 |
| INTEL CORP | $7,765 | $154,114 |
| PFIZER INC | $4,210 | $39,180 |
| PROCTER & GAMBLE | $4,691 | $62,450 |
| JOHNSON & JOHNSON | $8,610 | $116,696 |
| INTERNATIONAL BUSINESS MACHINES | $3,628 | $42,223 |
| EXXON MOBIL CORP | $10,406 | $73,269 |
| JP MORGAN CHASE | $21,553 | $76,670 |
| ABBOTT LABORATORIES | $20,000 | $69,488 |
| PARK NATIONAL BANK | $155,046 | $204,760 |
| ABBVIE INC | $21,688 | $70,832 |
| AIR PRODUCTS AND CHEMICALS | $25,540 | $46,998 |
| GENUINE PARTS COMPANY | $36,409 | $42,492 |
| NIKE INC CLASS B | $30,626 | $60,786 |
| TARGET CORPORATION | $64,089 | $118,594 |
| US BANCORP | $26,044 | $35,574 |
| AT&T | $41,154 | $46,896 |
| BANK OF AMERICA CORP | $27,622 | $63,396 |
| EMERSON ELECTRIC COMPANY | $25,582 | $32,410 |
| GENERAL MOTORS COMPANY | $7,820 | $9,150 |
| SYSCO CORPORATION | $5,650 | $8,554 |
| 3M COMPANY | $34,333 | $30,873 |
| APPLE INC | $32,833 | $58,730 |
| CHEVRON CORP | $11,043 | $12,051 |
| DOWDUPONT INC | $14,331 | $8,603 |
| GENERAL DYNAMICS CORPORATION | $26,945 | $23,807 |
| HALLIBURTON COMPANY | $10,159 | $4,894 |
| PEPSICO INC | $16,613 | $20,500 |
| VERIZON COMMUNICATIONS | $25,663 | $32,849 |
| SCHLUMBERGER LIMITED | $9,830 | $5,025 |
| AMERICAN EXPRESS CO | $20,260 | $24,898 |
| BANK OF NEW YORK MELLON CORP | $25,553 | $22,648 |
| WALT DISNEY COMPANY | $37,865 | $47,005 |
| FACEBOOK INC CLASS A | $32,990 | $44,129 |
| INTERCONTINENTIAL EXCHANGE INC | $25,157 | $32,393 |
| NEXTERA ENERGY INC | $12,202 | $18,162 |
| ALPHABET INC CLASS A | $35,808 | $40,182 |
| BLACKROCK INC | $15,377 | $17,595 |
| CORTEVA INV | $1,736 | $3,961 |
| CSX CORPORATION | $29,044 | $28,944 |
| WASTE MANAGEMENT | $8,339 | $8,547 |
| ZOETIS INC | $14,097 | $17,867 |
| ASTRAZENECA PLC | $14,732 | $18,698 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VANGUARD EUROPEAN STOCK INDEX FUND INSTL SHS | AT COST | $57,750 | $59,165 |
| VANGUARD REAL ESTATE ETF | AT COST | $55,076 | $62,633 |
| VANGUARD INSTITUTIONAL EXTENDED MARKET INDEX | AT COST | $109,500 | $126,299 |
| VANGUARD PACIFIC STOCK INDEX FUND INSTL SHS | AT COST | $56,950 | $56,783 |
| VANGAURD COMMUNICATION SERVICES ETF | AT COST | $24,425 | $29,588 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE OF OHIO FILING FEE | Desc |
| Revenue And Expenses Per Books | $200 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AGENCY FEES | CategoryTxt |
| Amt | $3,561 | Amt |
| Net Investment Income | $3,561 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $4 | $4 | $0 |
| EXCISE TAX PAYMENT | $3,500 | $0 | $0 |
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