J EARL BELCH CHARITABLE TR: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- J EARL BELCH CHARITABLE TR (EIN 30-6043262)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-15
- IRS object ID
- 202011979349101101
- 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
- Accounting Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-15T07:48:10-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341145015 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM VAUGHAN COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 145 CHESTERFIELD LANE | AddressLine1Txt |
| City | MAUMEE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 435373836 | 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 | 306043262 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J EARL BELCH CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JEAR | BusinessNameControlTxt |
| Phone | 4198992855 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11740 US HIGHWAY 127 | AddressLine1Txt |
| City | SHERWOOD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43556 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GARNET SMITH | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4198992855 | PhoneNum |
| Signature | 2020-07-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFERY H LONG | PreparerPersonNm |
| PTIN | P00358787 | PTIN |
| Phone | 4198911040 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.88.174.3 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-07-09 | IPDt |
| IP Tm | 10:19:21 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 43DE0013CE6C18F381B0F73B182665B8F2CF8556 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0EC3D08B58075F3113FF387615D6934C65C3BA1B | 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 | $775,730 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $4,000 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,000 | InterestOnSavNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $81,916 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $81,916 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $69,205 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $236,871 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $370,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $236,871 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $500 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $500 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $323,287 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $323,287 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $1,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $956 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $956 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $8,978 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,515 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,656 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,656 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,090 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,627 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $110,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $110,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $126,090 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,627 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $110,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $197,197 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $307,660 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $5,833 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $313,280 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $313,280 | SavAndTempCashInvstEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $510,750 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $621,000 | LandBOYAmt |
| Land EOY | $510,750 | LandEOYAmt |
| Land EOYFMV | $462,450 | LandEOYFMVAmt |
| Total Assets BOY | $626,833 | TotalAssetsBOYAmt |
| Total Assets EOY | $824,030 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $775,730 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $626,833 | CapitalStockBOYAmt |
| Capital Stock EOY | $824,030 | 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 | $626,833 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $824,030 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $626,833 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $824,030 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $626,833 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $197,197 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $824,030 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $824,030 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 39.14 ACRES OF FARM GROUND | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2004-10-18 | AcquiredDt |
| Sold | 2019-03-25 | SoldDt |
| Gross Sales Price | $370,000 | GrossSalesPriceAmt |
| Cost Or Other Basis | $133,129 | CostOrOtherBasisAmt |
| Gain Or Loss | $236,871 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $236,871 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $236,871 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $27,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $588,408 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.045887 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $22,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $610,917 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.036011 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $16,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $756,024 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.021163 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $21,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $764,763 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.027459 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $17,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $765,027 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.022875 | DistributionYr5Rt |
| Total Distribution | 0.153395 | TotalDistributionRt |
| Average Distribution | 0.030679 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $733,253 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $22,495 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,077 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $25,572 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $110,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $3,077 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,077 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,077 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $18 | EsPenaltyAmt |
| Tax Due | $3,095 | 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 | 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 |
| Individual With Books | GARNET SMITH | IndividualWithBooksNm |
| Phone | 4198992855 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11740 US HIGHWAY 127 | AddressLine1Txt |
| City | SHERWOOD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43556 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| GARNET SMITH | ||||||||
| 11740 US HWY 127 | SHERWOOD | OH | 43556 | CO-TRUSTEE | 10.00 | $500 | $0 | $0 |
| NICHOLAS GILGENBAUGH | ||||||||
| 10866 SR 12 W | COLUMBUS GROVE | OH | 45830 | CO-TRUSTEE | 4.00 | $500 | $0 | $0 |
| THOMAS GERDEMAN | ||||||||
| 3611 BEGG RD | COLUMBUS GROVE | OH | 45830 | CO-TRUSTEE | 4.00 | $500 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SCHOLARSHIPS PROVIDED TO PUTNAM COUNTY OHIO RESIDENTS | Description1Txt |
| Expenses1 | $73,000 | Expenses1Amt |
| Description2 | DONATION TO VILLAGE OF COLUMBUS GROVE, OH TO BE USED TO UPGRADE THEIR PARKS. | Description2Txt |
| Expenses2 | $25,000 | Expenses2Amt |
| Description3 | DONATION TO COLUMBUS GROVE AMERICAN LEGION TO SUPPORT THEIR PROGRAMS AND ACTIVITIES. | Description3Txt |
| Expenses3 | $5,000 | Expenses3Amt |
| Description4 | DONATION TO LOCAL ORGANIZATION TO PROVIDE HORSEBACK RIDING AND OTHER HORSE RELATED ACTIVITIES TO PEOPLE WITH CANCER. | Description4Txt |
| Expenses4 | $1,000 | Expenses4Amt |
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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $281,969 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $462,450 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $744,419 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $744,419 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,166 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $733,253 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $36,663 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $36,663 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,077 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,077 | TotalTaxAmt |
| Distributable Before Adj | $33,586 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $33,586 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $33,586 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $110,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $110,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,077 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $106,923 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $33,586 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $110,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $33,586 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $76,414 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $76,414 | 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 | $76,414 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $76,414 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GARNET SMITH | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11740 US HIGHWAY 127 | AddressLine1Txt |
| City | SHERWOOD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43556 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4198992855 | RecipientPhoneNum |
| Form And Info And Materials | LETTER | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO | SubmissionDeadlinesTxt |
| Restrictions On Awards | PRIMARILY IN AND FOR THE BENEFIT OF THE COLUMBUS GROVE, PUTNAM COUNTY OHIO AREA. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| COLUMBUS GROVE AMERICAN LEGION | ||||||
| 412 PLUM STREET | COLUMBUS GROVE | OH | 45830 | PUBLIC CHARITY | TO SUPPORT THEIR PROGRAMS AND ACTIVITIES | $5,000 |
| CHALLENGE CHAMPIONS | ||||||
| 412 PLUM STREET | COLUMBUS GROVE | OH | 45830 | PUBLIC CHARITY | TO SUPPORT THEIR HORSE RIDING FOR CANCER PATIENTS | $2,000 |
| COLUMBUS GROVE SCHOOLS | ||||||
| 201 W CROSS ST | COLUMBUS GROVE | OH | 45830 | PUBLIC CHARITY | SCHOLARSHIPS FOR COLUMBUS GROVE GRADUATES | $25,000 |
| DEFIANCE COLLEGE | ||||||
| 701 N CLINTON ST | DEFIANCE | OH | 43512 | PRIVATE CHARITY | SCHOLARSHIPS FOR PUTNAM CO OH STUDENTS | $25,000 |
| PUTNAM COUNTY SPEED DEPT PUTNAM COUNTY FAIR | ||||||
| PO BOX 47 | OTTAWA | OH | 45875 | PUBLIC CHARITY | TO PROMOTE HARNESS RACING | $1,000 |
| UNIVERSITY OF FINDLAY | ||||||
| 1000 N MAIN ST | FINDLAY | OH | 45840 | PRIVATE CHARITY | SCHOLARSHIP FOR PUTNAM CO OH STUDENTSCHOLARSHIP FOR PUTNAM CO OH STUDENT | $5,000 |
| BALL STATE UNIVERSITY | ||||||
| 2000 W UNIVERSITY AVE | MUNCIE | IN | 47306 | PUBLIC CHARITY | SCHOLARSHIP FOR PUTNAM CO OH STUDENT | $3,000 |
| BOWLING GREEN STATE UNIVERSITY | ||||||
| 1001 E WOOSTER ST | BOWLING GREEN | OH | 43403 | PUBLIC CHARITY | SCHOLARSHIP FOR PUTNAM CO OH STUDENT | $5,000 |
| BLESS A BULLDOG | ||||||
| 17976 RD 12-Q | COLUMBUS GROVE | OH | 45830 | PUBLIC CHARITY | TO PROVIDE LUNCHES IN THE SUMMER FOR KIDS IN NEED | $1,000 |
| RHODES STATE COLLEGE | ||||||
| 4240 CAMPUS DR | LIMA | OH | 45804 | PUBLIC CHARITY | SCHOLARSHIP FOR PUTNAM COUNTY OH STUDENT | $5,000 |
| CEDARVILLE UNIVERSITY | ||||||
| 251 N MAIN ST | CEDARVILLE | OH | 45314 | PRIVATE CHARITY | SCHOLARSHIP FOR PUTNAM COUNTY OH STUDENT | $5,000 |
| PUTNAM COUNTY COMMUNITY PROJECT | ||||||
| 113 E SYCAMORE | COLUMBUS GROVE | OH | 45804 | PUBLIC CHARITY | COLUMBUS GROVE POLICE DEPT SHOP WITH A COP | $1,000 |
| VILLAGE OF COLUMBUS GROVE | ||||||
| 113 E SYCAMORE | COLUMBUS GROVE | OH | 45830 | PUBLIC CHARITY | UPGRADE VILLAGE PARKS | $25,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | PUBLIC CHARITY | TO SUPPORT THEIR RESEARCH | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $110,000 | 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 | $4,000 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $69,205 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 03 | ExclusionCd |
| Exclusion | $500 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $236,871 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $310,576 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $310,576 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $956 | Amt |
| Net Investment Income | $956 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEE | $200 | $200 | $0 |
| BANK FEES | $6 | $6 | $0 |
| POSTAGE | $55 | $55 | $0 |
| MEALS | $199 | $199 | $0 |
| CHEMICALS AND FERTILIZER | $2,756 | $2,756 | $0 |
| INSURANCE | $1,440 | $1,440 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURN OF TRUSTEE'S FEE | Desc |
| Revenue And Expenses Per Books | $500 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $500 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $500 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE | $463 | $0 | $0 |
| REAL ESTATE TAXES | $8,515 | $8,515 | $0 |
Comments