KOLODESH FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- KOLODESH FAMILY FOUNDATION (EIN 26-2154126)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-17
- IRS object ID
- 202041699349100624
- Schema version
- 2019v5.0
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-17T14:16:11-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 311122097 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THORN LEWIS DUNCAN INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 N MAIN ST STE 2000 | AddressLine1Txt |
| City | DAYTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 454231002 | 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 | 262154126 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KOLODESH FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KOLO | BusinessNameControlTxt |
| Phone | 9372221313 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2305 FAR HILLS AVE SUITE 210 | AddressLine1Txt |
| City | DAYTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45419 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHAYNA KOLODESH | PersonNm |
| Person Title | SECRETARY/TREASURER | PersonTitleTxt |
| Phone | 9372221313 | PhoneNum |
| Signature | 2020-06-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DONALD J SCHRODI | PreparerPersonNm |
| PTIN | P00182776 | PTIN |
| Phone | 9372237272 | PhoneNum |
| Preparation | 2020-06-09 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 4.7.154.50 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-06-17 | IPDt |
| IP Tm | 14:16:11 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 419F2E4F6DCC55E4B1CCB4DFE85E6219FF804A20 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0AB45F0E5CA1C4605681312967F1338F199C25A0 | 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 | $2,816,594 | 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 | $210,207 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $50,095 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $50,095 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $50,095 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $92,469 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $579,293 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $92,469 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $352,771 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $142,564 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $50,095 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $1,243 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $1,800 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $15,971 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $15,971 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $884 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $684 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $24 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $19,922 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,655 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $114,076 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $114,076 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $133,998 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,655 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $114,076 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $218,773 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $125,909 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $50,095 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $219 | CashBOYAmt |
| Cash EOY | $218 | CashEOYAmt |
| Cash EOYFMV | $218 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $216,599 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $357,495 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $357,495 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,085,422 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,116,157 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,682,989 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $710,375 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $757,837 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $775,892 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,012,615 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,231,707 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,816,594 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,012,615 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,231,707 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,012,615 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,231,707 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,012,615 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,231,707 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,012,615 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $218,773 | ExcessRevenueOverExpensesAmt |
| Other Increases | $319 | OtherIncreasesAmt |
| Subtotal | $2,231,707 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,231,707 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICALY TRADED SECURITIES - ST | P | $74,101 | $76,414 | -$2,313 | -$2,313 |
| PUBLICALY TRADED SECURITIES - LT | P | $505,174 | $410,410 | $94,764 | $94,764 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $92,469 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $110,154 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,203,511 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049990 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $120,793 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,917,762 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.062986 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $80,505 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,740,928 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046243 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $98,380 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,486,600 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.066178 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $26,873 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,312,174 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.020480 | DistributionYr5Rt |
| Total Distribution | 0.245877 | TotalDistributionRt |
| Average Distribution | 0.049175 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,496,674 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $122,774 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,259 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $124,033 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $114,076 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,518 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,518 | SubtotalAmt |
| Tax Based On Investment Income | $2,518 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,040 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,040 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,478 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SHAYNA KOLODESH | IndividualWithBooksNm |
| Phone | 9372221313 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2305 FAR HILLS AVE SUITE 210 | AddressLine1Txt |
| City | DAYTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45419 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ALEXANDER KOLODESH | ||||||||
| 2305 FAR HILLS AVENUE SUITE 210 | DAYTON | OH | 45419 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| SHAYNA KOLODESH | ||||||||
| 2305 FAR HILLS AVE SUITE 210 | DAYTON | OH | 45419 | SECRETARY/TR | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,264,832 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $269,862 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,534,694 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,534,694 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $38,020 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,496,674 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $124,834 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $124,834 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,518 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,518 | TotalTaxAmt |
| Distributable Before Adj | $122,316 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $122,316 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $122,316 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $114,076 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $114,076 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $114,076 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $122,316 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $5,477 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,720 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,197 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $114,076 | QualifyingDistributionsAmt |
| Applied To Current Year | $114,076 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $7,197 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $7,197 | ExcessDistributionCyovAppCYAmt |
| Undistributed Income CY | $1,043 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| ASIAN ARTS CENTER | ||||||||
| ASIAN ARTS CENTER | 1630 STROOP RD | 1630 STROOP RD | DAYTON | OH | 45429 | NC | PROVIDE TRAINING, EDUCATION, ETC. | $8,600 |
| CHABAD OF GREATER DAYTON | ||||||||
| 2001 FAR HILLS AVE | DAYTON | OH | 45419 | NC | PURIM PROJECT, WOMEN'S CIRCLE, GEN | $21,200 | ||
| CHAI LIFELINE | ||||||||
| 151 W 30TH ST 7TH FLOOR | NEW YORK | NY | 10001 | NC | SUPPORT FAMILIES WITH SICK CHILDREN | $100 | ||
| CHOLANGIACARCINOMA FOUNDATION | ||||||||
| 5526 W 13400 S 510 | HERRIMAN | UT | 84096 | NC | CHOLANGIOCRCINOMA RESEARCH | $100 | ||
| CORAZON DEL SIERVO | ||||||||
| PO BOX 3944 | SARASOTA | FL | 34230 | NC | MEDICAL MISSIONS | $200 | ||
| DAYTON CLASSICS BASEBALL | ||||||||
| 165 S ALEX RD | WEST CARROLTON | OH | 45449 | NC | BASEBALL CLUB AND EDUCATION | $3,000 | ||
| HARMAN ELEMENTARY PTO | ||||||||
| 735 HARMON AVE | OAKWOOD | OH | 45419 | NC | GIRLS GOLF INVITATIONAL | $300 | ||
| HOSPICE OF DAYTON | ||||||||
| 324 WILMINGTON AVE | DAYTON | OH | 45420 | NC | DISEASE EDUCATION, THERAPIES AND GRI | $100 | ||
| JEWISH FEDERATION GREATER DAYTON | ||||||||
| 525 VERSAILLES DR | DAYTON | OH | 45459 | NC | UNITED JEWISH CAMPAIGN | $2,475 | ||
| LYMPHOMA RESEARCH FOUNDATION | ||||||||
| 88 PINE ST | NEW YORK | NY | 10005 | NC | CHICAGO LYMPHOMA WALK SPONSOR | $300 | ||
| MAKE A WISH OH KY IN ZETA ALPHA | ||||||||
| 2545 FARMERS DRIVE | COLUMBUS | OH | 43235 | NC | WISHES FOR TERMINAL CHILDREN | $100 | ||
| MIAMI UNIVERSITY | ||||||||
| 501 E HIGH | OXFORD | OH | 45056 | NC | FRICK SCHOLARSHIP/ATHLETIC CENTER | $60,000 | ||
| OAKWOOD SCHOOLS FOUNDATION | ||||||||
| PO BOX 351 | DAYTON | OH | 45419 | NC | COME BACK LUMBERJACKS EVENT SPONSOR | $500 | ||
| PINK RIBBON GIRLS | ||||||||
| 15 S SECOND ST | TIPP CITY | OH | 45371 | NC | SUPPORTING FAMILIES WITH CANCER | $15,001 | ||
| THE WRIGHT IMAGE | ||||||||
| 1605 N MAIN ST | DAYTON | OH | 45405 | NC | NATIONAL MONUMENT TO FLIGHT | $100 | ||
| VANDALIA-BUTLER FOUNDATION | ||||||||
| PO BOX 722 | VANDALIA | OH | 45377 | NC | TERM FUND | $200 | ||
| WAITE FRICK FAMILY SCHOLARSHIP | ||||||||
| 301 MORRISON DR | TOLEDO | OH | 43605 | NC | EDUCATION SCHOLARSHIP | $1,800 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $114,076 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $50,095 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $18 | ExclusionAmt |
| Related Or Exempt Function Incm | $92,451 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $50,113 | ExclusionAmt |
| Related Or Exempt Function Incm | $92,451 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $142,564 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 Person | SONIA W SINGER CHARITABLE LEAD | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2305 FAR HILLS AVE SUITE 210 | AddressLine1Txt |
| City | DAYTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45419 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $210,207 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $1,800 | Amt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | MERRILL LYNCH 666-02403 | BondNm |
| EOY Book Value | $757,837 | EOYBookValueAmt |
| EOYFMV | $775,892 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MERRILL LYNCH 666-02403 | StockNm |
| EOY Book Value | $1,116,157 | EOYBookValueAmt |
| EOYFMV | $1,682,989 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,243 | LegalFeesAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| BANK FEES | $24 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 1099 TIMING/UNREALIZED GL | Desc |
| Amt | $319 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $15,971 | Amt |
| Net Investment Income | $15,971 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| OHIO FILING FEE | $200 | |
| FOREIGN TAXES | $684 | $684 |
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